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 $434.17M 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 $212.63M, representing an estimated gain of +3.98% 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

38

Total Reported Value

$434.17M

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

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
City Of London Investment Management Co Ltd12.31%2,126,252$204,481,655$212,625,200+$8,143,545+3.98%
Lazard Asset Management Llc0.13%924,753$88,933,496$92,475,300+$3,541,804+3.98%
Allspring Global Investments Holdings, Llc0.07%481,783$46,333,071$48,178,300+$1,845,229+3.98%
Saba Capital Management, L.P.0.67%226,694$21,801,162$22,669,400+$868,238+3.98%
1607 Capital Partners, Llc0.93%110,989$10,673,812$11,098,900+$425,088+3.98%
Public Employees Retirement System Of Ohio0.03%108,047$10,390,880$10,804,700+$413,820+3.98%
Strs Ohio0.03%70,000$6,731,900$7,000,000+$268,100+3.98%
Matisse Capital2.67%69,437$6,677,756$6,943,700+$265,944+3.98%
Rock Creek Group Llc0.64%66,210$6,367,416$6,621,000+$253,584+3.98%
Thomas J. Herzfeld Advisors, Inc.1.40%47,520$4,569,998$4,752,000+$182,002+3.98%
Shaker Financial Services, Llc1.34%44,603$4,289,471$4,460,300+$170,829+3.98%
Wolverine Asset Management Llc0.05%42,668$4,103,382$4,266,800+$163,418+3.98%
Atlas Wealth Llc0.47%33,993$3,269,107$3,399,300+$130,193+3.98%
Morgan Stanley0.00%32,403$3,116,245$3,240,300+$124,055+3.98%
Banque Cantonale Vaudoise0.00%25,000$2,404,000$2,500,000+$96,000+3.99%
Css Llc/Il0.07%16,164$1,554,492$1,616,400+$61,908+3.98%
Evolve Private Wealth, Llc0.09%15,942$1,533,142$1,594,200+$61,058+3.98%
Xtx Topco Ltd0.02%13,800$1,327,146$1,380,000+$52,854+3.98%
Quantedge Capital Pte Ltd0.78%10,736$1,032,481$1,073,600+$41,119+3.98%
Jane Street Group, Llc0.00%10,302$990,743$1,030,200+$39,457+3.98%
Hudson Portfolio Management Llc0.47%6,494$624,528$649,400+$24,872+3.98%
Logan Stone Capital, Llc0.10%4,848$466,232$484,800+$18,568+3.98%
Almitas Capital Llc0.10%4,164$400,452$416,400+$15,948+3.98%
Blue Bell Private Wealth Management, Llc0.05%3,870$372,178$387,000+$14,822+3.98%
Rahlfs Capital, Llc0.25%3,500$336,595$350,000+$13,405+3.98%
Cibc Bancorp Usa Inc.0.00%2,866$275,623$286,600+$10,977+3.98%
Susquehanna International Group, Llp0.00%2,789$268,218$278,900+$10,682+3.98%
First Trust Advisors Lp0.00%2,766$266,006$276,600+$10,594+3.98%
Hrt Financial Lp0.00%2,682$257,000$268,200+$11,200+4.36%
Osaic Holdings, Inc.0.00%1,393$134,168$139,300+$5,132+3.83%
Rothschild Investment Llc0.00%1,192$114,635$119,200+$4,565+3.98%
Ubs Group Ag0.00%409$39,333$40,900+$1,567+3.98%
Ancora Advisors Llc0.00%200$19,234$20,000+$766+3.98%
Royal Bank Of Canada0.00%66$6,000$6,600+$600+10.00%
Jones Financial Companies Lllp0.00%64$5,937$6,400+$463+7.80%
Assetmark, Inc0.00%4$385$400+$15+3.90%
Deutsche Bank Ag\0.00%1$96$100+$4+4.17%
Wells Fargo & Company/Mn0.00%0$10
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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.