TWN Institutional Ownership & Shareholders
TAIWAN FUND INC (TWN) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $446.33M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of TWN tracked by InsiderSet, reporting ownership valued at approximately $212.41M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $180.18M, representing an estimated loss of -15.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed TWN value among the investors covered in this analysis. Major shareholders include City Of London Investment Management Co Ltd, Lazard Asset Management Llc, Allspring Global Investments Holdings, Llc, and several other long-term asset managers with concentrated positions in TAIWAN FUND INC (TWN).
This page ranks the largest institutional TWN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$446.33M
Largest Holder
City Of London Investment Management Co Ltd
Largest Position
$212.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| City Of London Investment Management Co Ltd | 14.43% | 2,083,686 | $212,410,951 | $180,176,328 | -$32,234,623 | -15.18% | |
| Lazard Asset Management Llc | 0.13% | 924,753 | $88,933,496 | $79,963,392 | -$8,970,104 | -10.09% | |
| Allspring Global Investments Holdings, Llc | 0.07% | 481,783 | $46,333,071 | $41,659,776 | -$4,673,295 | -10.09% | |
| Saba Capital Management, L.P. | 0.67% | 226,694 | $21,801,162 | $19,602,230 | -$2,198,932 | -10.09% | |
| 1607 Capital Partners, Llc | 0.93% | 110,989 | $10,673,812 | $9,597,219 | -$1,076,593 | -10.09% | |
| Public Employees Retirement System Of Ohio | 0.03% | 108,047 | $10,390,880 | $9,342,824 | -$1,048,056 | -10.09% | |
| Strs Ohio | 0.03% | 70,000 | $7,135,800 | $6,052,900 | -$1,082,900 | -15.18% | |
| Matisse Capital | 2.77% | 69,437 | $7,078,408 | $6,004,217 | -$1,074,191 | -15.18% | |
| Wolverine Asset Management Llc | 0.06% | 68,416 | $6,974,327 | $5,915,932 | -$1,058,395 | -15.18% | |
| Rock Creek Group Llc | 0.64% | 66,210 | $6,367,416 | $5,725,179 | -$642,237 | -10.09% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.40% | 47,520 | $4,569,998 | $4,109,054 | -$460,944 | -10.09% | |
| Shaker Financial Services, Llc | 1.49% | 44,417 | $4,527,869 | $3,840,738 | -$687,131 | -15.18% | |
| Atlas Wealth Llc | 0.47% | 33,993 | $3,269,107 | $2,939,375 | -$329,732 | -10.09% | |
| Morgan Stanley | 0.00% | 32,403 | $3,116,245 | $2,801,887 | -$314,358 | -10.09% | |
| Banque Cantonale Vaudoise | 0.00% | 25,000 | $2,404,000 | $2,161,750 | -$242,250 | -10.08% | |
| Css Llc/Il | 0.07% | 16,164 | $1,554,492 | $1,397,701 | -$156,791 | -10.09% | |
| Evolve Private Wealth, Llc | 0.09% | 15,942 | $1,533,142 | $1,378,505 | -$154,637 | -10.09% | |
| Xtx Topco Ltd | 0.02% | 13,800 | $1,327,146 | $1,193,286 | -$133,860 | -10.09% | |
| Quantedge Capital Pte Ltd | 0.78% | 10,736 | $1,032,481 | $928,342 | -$104,139 | -10.09% | |
| Jane Street Group, Llc | 0.00% | 10,302 | $990,743 | $890,814 | -$99,929 | -10.09% | |
| Hudson Portfolio Management Llc | 0.47% | 6,494 | $624,528 | $561,536 | -$62,992 | -10.09% | |
| Logan Stone Capital, Llc | 0.10% | 4,848 | $466,232 | $419,207 | -$47,025 | -10.09% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 4,571 | $465,968 | $395,254 | -$70,714 | -15.18% | |
| Almitas Capital Llc | 0.10% | 4,164 | $400,452 | $360,061 | -$40,391 | -10.09% | |
| Rahlfs Capital, Llc | 0.24% | 3,500 | $356,790 | $302,645 | -$54,145 | -15.18% | |
| Cibc Bancorp Usa Inc. | 0.00% | 2,866 | $275,623 | $247,823 | -$27,800 | -10.09% | |
| Susquehanna International Group, Llp | 0.00% | 2,789 | $268,218 | $241,165 | -$27,053 | -10.09% | |
| First Trust Advisors Lp | 0.00% | 2,766 | $266,006 | $239,176 | -$26,830 | -10.09% | |
| Hrt Financial Lp | 0.00% | 2,682 | $257,000 | $231,913 | -$25,087 | -9.76% | |
| Creative Planning | 0.00% | 1,995 | $203,370 | $172,508 | -$30,862 | -15.18% | |
| Osaic Holdings, Inc. | 0.00% | 1,393 | $134,168 | $120,453 | -$13,715 | -10.22% | |
| Rothschild Investment Llc | 0.00% | 1,192 | $114,635 | $103,072 | -$11,563 | -10.09% | |
| Ubs Group Ag | 0.00% | 409 | $39,333 | $35,366 | -$3,967 | -10.09% | |
| Ancora Advisors Llc | 0.00% | 200 | $19,234 | $17,294 | -$1,940 | -10.09% | |
| Royal Bank Of Canada | 0.00% | 66 | $6,000 | $5,707 | -$293 | -4.88% | |
| Jones Financial Companies Lllp | 0.00% | 64 | $5,937 | $5,534 | -$403 | -6.79% | |
| Assetmark, Inc | 0.00% | 4 | $408 | $346 | -$62 | -15.23% | |
| Deutsche Bank Ag\ | 0.00% | 1 | $96 | $86 | -$10 | -9.93% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about TWN
Who are the largest institutional holders of TWN?
The largest institutional holders of TWN reported in the latest SEC Form 13F filings include City Of London Investment Management Co Ltd, Lazard Asset Management Llc, Allspring Global Investments Holdings, Llc, Saba Capital Management, L.P., and 1607 Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported TWN position.
What is TWN institutional ownership?
This page tracks TWN positions reported by institutional investment managers through SEC Form 13F. TAIWAN FUND INC (TWN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TWN?
InsiderSet currently tracks 39 institutional managers reporting TWN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TWN shareholders.
How much TWN stock do institutions own?
Institutional investment managers disclosed approximately $446.33M in TWN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TWN institutional ownership last updated?
The latest TWN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TWN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TWN position after the reporting date.
Are institutions buying or selling TWN?
Institutional buying and selling can be analyzed by comparing TWN positions across consecutive 13F reporting periods. InsiderSet's TWN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TWN ownership changes.
How has TWN institutional ownership changed over time?
InsiderSet tracks TWN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.