TAIWAN FUND INC (TWN) Institutional Shareholders
TAIWAN FUND INC (TWN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $369.07M in TWN holdings during the latest filing period.
City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of TWN tracked by InsiderSet, reporting ownership valued at approximately $204.48M in its June 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 $174.59M, representing an estimated loss of -14.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
34
Total Reported Value
$369.07M
Largest Holder
City Of London Investment Management Co Ltd
Largest Position
$204.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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 | 12.31% | 2,126,252 | $204,481,655 | $174,586,552 | -$29,895,103 | -14.62% | |
| Lazard Asset Management Llc | 0.10% | 923,807 | $60,731,072 | $75,853,793 | +$15,122,721 | +24.90% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 493,772 | $32,460,571 | $40,543,619 | +$8,083,048 | +24.90% | |
| Saba Capital Management, L.P. | 0.48% | 226,694 | $14,902,864 | $18,613,844 | +$3,710,980 | +24.90% | |
| 1607 Capital Partners, Llc | 0.54% | 114,489 | $7,526,507 | $9,400,692 | +$1,874,185 | +24.90% | |
| Public Employees Retirement System Of Ohio | 0.02% | 108,047 | $7,103,010 | $8,871,739 | +$1,768,729 | +24.90% | |
| Strs Ohio | 0.03% | 70,000 | $6,731,900 | $5,747,700 | -$984,200 | -14.62% | |
| Rock Creek Group Llc | 0.64% | 66,210 | $6,367,416 | $5,436,503 | -$930,913 | -14.62% | |
| Matisse Capital | 2.36% | 84,000 | $5,522,160 | $6,897,240 | +$1,375,080 | +24.90% | |
| Karpus Management, Inc. | 0.15% | 75,028 | $4,932,341 | $6,160,549 | +$1,228,208 | +24.90% | |
| Shaker Financial Services, Llc | 1.34% | 44,603 | $4,289,471 | $3,662,352 | -$627,119 | -14.62% | |
| Atlas Wealth Llc | 0.47% | 33,993 | $3,269,107 | $2,791,165 | -$477,942 | -14.62% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.93% | 41,499 | $2,728,144 | $3,407,483 | +$679,339 | +24.90% | |
| Css Llc/Il | 0.08% | 22,316 | $1,467,054 | $1,832,367 | +$365,313 | +24.90% | |
| Morgan Stanley | 0.00% | 20,135 | $1,323,785 | $1,653,285 | +$329,500 | +24.89% | |
| Almitas Capital Llc | 0.28% | 18,570 | $1,220,792 | $1,524,783 | +$303,991 | +24.90% | |
| Evolve Private Wealth, Llc | 0.06% | 17,019 | $1,118,829 | $1,397,430 | +$278,601 | +24.90% | |
| Quantedge Capital Pte Ltd | 0.52% | 14,436 | $949,023 | $1,185,340 | +$236,317 | +24.90% | |
| Hudson Portfolio Management Llc | 0.46% | 8,320 | $546,957 | $683,155 | +$136,198 | +24.90% | |
| Rahlfs Capital, Llc | 0.25% | 3,500 | $336,595 | $287,385 | -$49,210 | -14.62% | |
| Logan Stone Capital, Llc | 0.09% | 4,848 | $318,708 | $398,069 | +$79,361 | +24.90% | |
| Xtx Topco Ltd | 0.00% | 3,657 | $240,411 | $300,276 | +$59,865 | +24.90% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 2,960 | $194,590 | $243,046 | +$48,456 | +24.90% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,680 | $110,443 | $137,945 | +$27,502 | +24.90% | |
| Rothschild Investment Llc | 0.00% | 1,192 | $78,362 | $97,875 | +$19,513 | +24.90% | |
| Osaic Holdings, Inc. | 0.00% | 1,119 | $73,641 | $91,881 | +$18,240 | +24.77% | |
| Ubs Group Ag | 0.00% | 319 | $20,971 | $26,193 | +$5,222 | +24.90% | |
| Ancora Advisors Llc | 0.00% | 200 | $13,148 | $16,422 | +$3,274 | +24.90% | |
| Jones Financial Companies Lllp | 0.00% | 64 | $4,149 | $5,255 | +$1,106 | +26.66% | |
| Royal Bank Of Canada | 0.00% | 60 | $4,000 | $4,927 | +$927 | +23.17% | |
| Banque Cantonale Vaudoise | 0.00% | 25,000 | $2,404 | $2,052,750 | +$2,050,346 | +85288.94% | |
| Assetmark, Inc | 0.00% | 4 | $385 | $328 | -$57 | -14.69% | |
| Deutsche Bank Ag\ | 0.00% | 1 | $66 | $82 | +$16 | +24.41% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $7 | — | — | — |
Frequently asked questions about TWN
Who owns the most TWN stock?
The largest holders of TWN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TAIWAN FUND INC (TWN).
Is TWN widely held by superinvestors?
Many widely followed stocks like TWN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TWN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.