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 | 07/31/2026 | 2.13 M | $204.48 M | -5.08% | 36.06% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 924.75 K | $88.93 M | 0.10% | 15.68% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 481.78 K | $46.33 M | -2.43% | 8.17% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 226.69 K | $21.80 M | 0.00% | 3.84% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 110.99 K | $10.67 M | -3.06% | 1.88% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 108.05 K | $10.39 M | 0.00% | 1.83% |
| STRS OHIO | 07/30/2026 | 70.00 K | $6.73 M | 0.00% | 1.19% |
| MATISSE CAPITAL | 08/12/2026 | 69.44 K | $6.68 M | -17.34% | 1.18% |
| ROCK CREEK GROUP, LP | 08/03/2026 | 66.21 K | $6.37 M | 0.00% | 1.12% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 47.52 K | $4.57 M | 14.51% | 0.81% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 44.60 K | $4.29 M | -0.84% | 0.76% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 42.67 K | $4.10 M | 100.00% | 0.72% |
| ATLAS WEALTH LLC | 07/28/2026 | 33.99 K | $3.27 M | 100.00% | 0.58% |
| MORGAN STANLEY | 08/13/2026 | 32.40 K | $3.12 M | 60.93% | 0.55% |
| BANQUE CANTONALE VAUDOISE | 07/31/2026 | 25.00 K | $2.40 K | 0.00% | 0.42% |
| CSS LLC/IL | 08/14/2026 | 16.16 K | $1.55 M | -27.57% | 0.27% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 15.94 K | $1.53 M | -6.33% | 0.27% |
| XTX TOPCO LTD | 08/14/2026 | 13.80 K | $1.33 M | 277.36% | 0.23% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 10.74 K | $1.03 M | -25.63% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.30 K | $990.74 K | 100.00% | 0.17% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 08/12/2026 | 6.49 K | $624.53 K | -21.95% | 0.11% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 4.85 K | $466.23 K | 0.00% | 0.08% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 4.16 K | $400.45 K | -77.58% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 3.87 K | $372.18 K | 30.74% | 0.07% |
| RAHLFS CAPITAL, LLC | 07/28/2026 | 3.50 K | $336.60 K | 0.00% | 0.06% |
| CIBC BANCORP USA INC. | 08/13/2026 | 2.87 K | $275.62 K | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 2.79 K | $268.22 K | 100.00% | 0.05% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 2.77 K | $266.01 K | 100.00% | 0.05% |
| HRT FINANCIAL LP | 08/14/2026 | 2.68 K | $257.00 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.39 K | $134.17 K | 24.49% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 1.19 K | $114.64 K | 0.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.19 K | $114.64 K | 100.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 409 | $39.33 K | 28.21% | 0.01% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 200 | $19.23 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 66 | $6.00 K | 10.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 64 | $5.94 K | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 4 | $385 | 0.00% | 0.00% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1 | $96 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Taiwan Fund Inc institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Taiwan Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 2.13 M
LAZARD ASSET MANAGEMENT LLC: 924,753
Allspring Global Investments Holdings, LLC: 481,783
Saba Capital Management, L.P.: 226,694
1607 Capital Partners, LLC: 110,989
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 108,047
76.58% of Taiwan Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.02 M shares in the last 24 months. This purchase volume represents approximately $365.75 M in transactions.