Taiwan Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 2.25 M | $120.26 M | -6.20% | 36.91% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 1.12 M | $59.95 M | 3.81% | 18.40% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 511.38 K | $27.30 M | -18.06% | 8.38% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 292.61 K | $15.62 M | 0.00% | 4.79% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 226.69 K | $12.10 M | 0.00% | 3.71% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 120.03 K | $6.41 M | 0.00% | 1.97% |
| MATISSE CAPITAL | 01/29/2026 | 84.00 K | $4.48 M | 0.00% | 1.38% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 82.67 K | $4.41 M | -2.27% | 1.35% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 77.70 K | $4.15 M | -3.66% | 1.27% |
| STRS OHIO | 02/02/2026 | 70.00 K | $3.74 M | 0.00% | 1.15% |
| ROCK CREEK GROUP, LP | 02/10/2026 | 66.21 K | $3.53 M | 0.00% | 1.08% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 39.33 K | $2.34 M | -20.44% | 0.64% |
| CSS LLC/IL | 02/17/2026 | 31.71 K | $1.69 M | -5.14% | 0.52% |
| BANQUE CANTONALE VAUDOISE | 02/06/2026 | 25.00 K | $1.34 M | 0.00% | 0.41% |
| 02/17/2026 | 17.12 K | $914.62 K | 100.00% | 0.28% | |
| QUANTEDGE CAPITAL PTE LTD | 02/17/2026 | 13.44 K | $717.21 K | -42.79% | 0.22% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 02/13/2026 | 8.32 K | $444.12 K | 0.00% | 0.14% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 4.85 K | $258.79 K | 100.00% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 3.40 K | $181.60 K | 254.38% | 0.06% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 2.51 K | $133.98 K | 6.09% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 2.09 K | $111.30 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.68 K | $89.68 K | 0.00% | 0.03% |
| MORGAN STANLEY | 02/13/2026 | 1.63 K | $86.77 K | 10.39% | 0.03% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1.19 K | $63.63 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.06 K | $56.58 K | -1.40% | 0.02% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 200 | $10.68 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 166 | $8.86 K | -56.99% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 111 | $6.00 K | -11.20% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 64 | $3.42 K | 0.00% | 0.00% |
| ASSETMARK, INC | 01/23/2026 | 4 | $214 | 100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1 | $53 | 0.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Taiwan Fund Inc institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Taiwan Fund Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 493,772
STRS OHIO: 70,000
Banque Cantonale Vaudoise: 25,000
UBS Group AG: 319
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 2.25 M
LAZARD ASSET MANAGEMENT LLC: 1.12 M
82.92% of Taiwan Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.03 M shares in the last 24 months. This purchase volume represents approximately $427.57 M in transactions.