Who owns The Taiwan Fund, Inc.?
Institutional ownership of TWN from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
22
13F holders
$356.8M
value, 2026 filers
64.7%
of shares outstanding (3.7M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TWN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.1M | $204.5M | 12.3% | 37% | -5.1% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 924,753 | $88.9M | 0.1% | 16.1% | +0.1% |
| 3 | Allspring Global Investments Holdings, LLC | 481,783 | $46.3M | 0.1% | 8.4% | -2.4% |
| 4 | STRS OHIO | 70,000 | $6.7M | 0.0% | 1.2% | 0.0% |
| 5 | Thomas J. Herzfeld Advisors, Inc. | 47,520 | $4.6M | 1.4% | 0.8% | +14.5% |
| 6 | MORGAN STANLEY | 32,403 | $3.1M | 0.0% | 0.6% | +60.9% |
| 7 | JANE STREET GROUP, LLCNEW | 10,302 | $990,743 | 0.0% | 0.2% | new |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,870 | $372,178 | 0.0% | 0.1% | +30.7% |
| 9 | CIBC Bancorp USA Inc.NEW | 2,866 | $275,623 | 0.0% | 0% | new |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 2,789 | $268,218 | 0.0% | 0% | new |
| 11 | FIRST TRUST ADVISORS LPNEW | 2,766 | $266,006 | 0.0% | 0% | new |
| 12 | HRT FINANCIAL LPNEW | 2,682 | $257 | 0.0% | 0% | new |
| 13 | OSAIC HOLDINGS, INC. | 1,393 | $134,168 | 0.0% | 0% | +24.5% |
| 14 | ROTHSCHILD INVESTMENT LLC | 1,192 | $114,635 | 0.0% | 0% | 0.0% |
| 15 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,192 | $114,635 | 0.0% | 0% | new |
| 16 | UBS Group AG | 409 | $39,333 | 0.0% | 0% | +28.2% |
| 17 | Ancora Advisors LLC | 200 | $19,234 | 0.0% | 0% | 0.0% |
| 18 | ROYAL BANK OF CANADA | 66 | $6,000 | 0.0% | 0% | +10.0% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 64 | $5,937 | 0.0% | 0% | 0.0% |
| 20 | ASSETMARK, INC | 4 | $385 | 0.0% | 0% | 0.0% |
| 21 | DEUTSCHE BANK AG\ | 1 | $96 | 0.0% | 0% | 0.0% |
| 22 | WELLS FARGO & COMPANY/MN | 0 | $10 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.