Security Snapshot

TAIWAN FUND INC - Common Stock (TWN) Institutional Ownership

CUSIP: 874036106

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

32

Shares (Excl. Options)

4,633,985

Price

$65.74

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Type / Class
Equity / Common Stock
Symbol
TWN on NYSE
Shares outstanding
5,656,715
Price per share
$86.54
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
4,633,985
Total reported value
$304,638,812
% of total 13F portfolios
0%
Share change
-425,044
Value change
-$27,940,324
Number of holders
32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TWN - TAIWAN FUND INC - Common Stock is tracked under CUSIP 874036106.
  • 32 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 31 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $270,405,827 to $304,638,812.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 32 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 874036106?
CUSIP 874036106 identifies TWN - TAIWAN FUND INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of TAIWAN FUND INC - Common Stock (TWN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 40% +4.2% $165,585,161 -$951,794 2,240,059 -0.57% City of London Investment Management Company Limited 31 Mar 2026
LAZARD ASSET MANAGEMENT LLC 18% +5.2% $34,246,660 +$496,739 1,132,870 +1.5% Lazard Asset Management LLC 31 Mar 2025
Allspring Global Investments Holdings, LLC 8.6% -17% $27,818,800 -$6,129,792 511,375 -18% Allspring Global Investments Holdings, LLC 31 Dec 2025
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4.9% -2% $16,069,256 -$1,773,134 296,919 -9.9% PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 28 Oct 2025

As of 31 Mar 2026, 32 institutional investors reported holding 4,633,985 shares of TAIWAN FUND INC - Common Stock (TWN). This represents 82% of the company’s total 5,656,715 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TAIWAN FUND INC - Common Stock (TWN) together control 82% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 40% 2,240,059 -0.57% 11% $147,261,479
LAZARD ASSET MANAGEMENT LLC 16% 923,807 -18% 0.1% $60,731,072
Allspring Global Investments Holdings, LLC 8.7% 493,772 -3.4% 0.05% $32,460,571
Saba Capital Management, L.P. 4% 226,694 0% 0.48% $14,902,864
1607 Capital Partners, LLC 2% 114,489 -4.6% 0.54% $7,526,507
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1.9% 108,047 -63% 0.02% $7,103,010
Matisse Capital 1.5% 84,000 0% 2.4% $5,522,160
Karpus Management, Inc. 1.3% 75,028 -3.4% 0.15% $4,932,341
STRS OHIO 1.2% 70,000 0% 0.02% $4,601,800
Rock Creek Group LLC 1.2% 66,210 0% 0.44% $4,352,645
Shaker Financial Services, LLC 0.8% 44,981 +14% 1% $2,957,051
Thomas J. Herzfeld Advisors, Inc. 0.73% 41,499 -50% 0.93% $2,728,144
Banque Cantonale Vaudoise 0.44% 25,000 0% 0.06% $1,644,000
CSS LLC/IL 0.39% 22,316 -30% 0.08% $1,467,054
MORGAN STANLEY 0.36% 20,134 +1139% 0% $1,323,671
Almitas Capital LLC 0.33% 18,570 0.28% $1,220,792
EVOLVE PRIVATE WEALTH, LLC 0.3% 17,019 -0.6% 0.06% $1,118,829
Quantedge Capital Pte Ltd 0.26% 14,436 +7.4% 0.52% $949,023
Hudson Portfolio Management LLC 0.15% 8,320 0% 0.46% $546,957
Logan Stone Capital, LLC 0.09% 4,848 0% 0.09% $318,708
XTX Topco Ltd 0.06% 3,657 0% $240,411
RAHLFS CAPITAL, LLC 0.06% 3,500 0.17% $230,090
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% 2,960 +18% 0.03% $194,590
PNC FINANCIAL SERVICES GROUP, INC. 0.03% 1,680 0% 0% $110,443
ROTHSCHILD INVESTMENT LLC 0.02% 1,192 0% 0% $78,362

Institutional Holders of TAIWAN FUND INC - Common Stock (TWN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,633,985 $304,638,812 -$27,940,324 $65.74 32
2025 Q4 5,061,114 $270,405,827 -$12,857,833 $53.38 31
2025 Q3 5,283,700 $285,955,599 -$3,091,882 $54.12 28
2025 Q2 5,343,405 $239,437,377 -$5,777,219 $44.81 31
2025 Q1 5,472,333 $181,724,223 +$5,666,160 $33.21 29
2024 Q4 5,283,784 $204,499,827 -$21,643,791 $38.65 34
2024 Q3 5,823,185 $255,796,818 +$2,403,694 $43.93 33
2024 Q2 5,758,826 $252,940,997 -$8,894,585 $43.94 32
2024 Q1 5,945,210 $235,549,283 -$11,019,385 $39.62 29
2023 Q4 6,233,539 $215,601,746 -$2,038,179 $34.59 29
2023 Q3 6,298,834 $188,831,656 -$1,308,538 $29.98 30
2023 Q2 6,342,481 $198,961,151 +$2,458,203 $31.34 27
2023 Q1 6,265,877 $169,196,109 +$433,525 $26.96 28
2022 Q4 6,249,928 $144,279,688 -$340,407 $23.09 27
2022 Q3 6,217,819 $130,380,000 -$2,686,138 $21.01 25
2022 Q2 6,321,466 $158,922,000 +$3,591,730 $25.12 28
2022 Q1 6,172,747 $203,095,480 +$763,457 $32.90 27
2021 Q4 6,148,376 $230,994,000 -$22,885,428 $37.57 26
2021 Q3 6,184,160 $217,512,000 +$597,439 $35.21 27
2021 Q2 6,165,969 $216,958,000 -$1,921,044 $35.33 24
2021 Q1 6,220,571 $175,559,769 -$1,617,537 $28.25 24
2020 Q4 6,267,950 $160,770,514 -$2,279,620 $25.65 23
2020 Q3 6,364,177 $147,049,000 -$898,462 $23.03 22
2020 Q2 6,542,963 $138,939,079 +$211,708 $21.21 24
2020 Q1 6,391,017 $105,145,000 -$1,703,880 $16.45 21
2019 Q4 6,461,411 $132,989,000 -$3,053,767 $20.58 22
2019 Q3 6,588,057 $121,567,000 -$260,836 $18.47 22
2019 Q2 6,602,190 $112,099,000 -$3,737,881 $16.95 20
2019 Q1 6,849,469 $122,693,000 +$1,043,637 $17.91 21
2018 Q4 6,791,659 $103,090,000 -$1,003,908 $15.16 22
2018 Q3 6,857,150 $131,556,000 +$192,403 $19.17 23
2018 Q2 6,846,761 $137,787,000 +$920,834 $20.12 21
2018 Q1 6,800,960 $144,437,000 -$3,352,926 $21.15 22
2017 Q4 6,961,807 $145,182,000 +$821,806 $20.87 24
2017 Q3 6,922,196 $142,532,000 +$1,751,088 $20.58 22
2017 Q2 6,870,862 $135,927,000 +$8,780,063 $19.79 20
2017 Q1 6,435,963 $117,388,000 +$1,184,331 $18.24 17
2016 Q4 6,376,905 $102,716,000 +$4,151,050 $16.10 21
2016 Q3 6,118,513 $105,973,000 -$8,240,941 $17.31 24
2016 Q2 6,675,607 $101,736,000 +$381,189 $15.25 22
2016 Q1 6,650,743 $103,369,000 -$114,959 $15.54 18
2015 Q4 6,645,842 $96,725,000 +$13,863,844 $14.63 19
2015 Q3 6,596,158 $95,575,000 +$14,341,532 $14.47 18
2015 Q2 5,605,243 $99,771,000 +$1,300,085 $17.79 16
2015 Q1 5,533,515 $93,044,000 +$648,936 $16.81 18
2014 Q4 5,497,074 $89,716,000 +$1,008,313 $16.35 20
2014 Q3 5,432,239 $102,304,000 +$1,596,409 $18.86 20
2014 Q2 5,339,941 $109,364,000 +$1,388,332 $20.49 24
2014 Q1 5,244,900 $99,125,000 +$871,947 $18.87 20
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