The Taiwan Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/09/2025 | 2.55 M | $84.83 M | -0.77% | 35.65% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2025 | 1.13 M | $37.62 M | 1.89% | 15.81% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 777.91 K | $25.83 M | -0.61% | 10.85% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2025 | 331.69 K | $11.02 M | 100.00% | 4.63% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2025 | 171.70 K | $5.70 M | -36.37% | 2.40% |
| MATISSE CAPITAL | 04/24/2025 | 75.00 K | $2.49 M | 7.14% | 1.05% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/14/2025 | 74.10 K | $2.46 M | 7.84% | 1.03% |
| STRS OHIO | 05/28/2025 | 70.00 K | $2.32 M | 0.00% | 0.98% |
| CSS LLC/IL | 05/15/2025 | 50.09 K | $1.66 M | 1.42% | 0.70% |
| KARPUS MANAGEMENT, INC. | 05/14/2025 | 48.89 K | $1.62 M | -17.00% | 0.68% |
| SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 43.27 K | $1.44 M | 22.20% | 0.60% |
| QUANTEDGE CAPITAL PTE LTD | 05/15/2025 | 36.27 K | $1.20 M | 44.62% | 0.51% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2025 | 35.25 K | $1.17 M | 0.00% | 0.49% |
| BANQUE CANTONALE VAUDOISE | 05/08/2025 | 25.00 K | $830.00 K | 100.00% | 0.35% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 11.19 K | $371.45 K | -12.22% | 0.16% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2025 | 8.82 K | $292.91 K | -8.69% | 0.12% |
| ALMITAS CAPITAL LLC | 05/15/2025 | 8.55 K | $283.85 K | 0.00% | 0.12% |
| UBS GROUP AG | 05/13/2025 | 4.91 K | $162.90 K | 997.32% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 2.37 K | $78.58 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 2.32 K | $77.18 K | 42.58% | 0.03% |
| CIBC PRIVATE WEALTH GROUP, LLC | 05/14/2025 | 2.09 K | $57.67 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 1.68 K | $55.79 K | -27.43% | 0.02% |
| MORGAN STANLEY | 05/15/2025 | 1.63 K | $53.98 K | -20.27% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 04/08/2025 | 1.19 K | $39.59 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 758 | $25.24 K | -7.34% | 0.01% |
| ANCORA ADVISORS, LLC | 05/15/2025 | 200 | $6.64 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2025 | 108 | $4.00 K | 20.00% | 0.00% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 1 | $33 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 1 | $27 | 0.00% | 0.00% |
| BESSEMER GROUP INC | 04/23/2025 | 0 | $0 | -100.00% | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 05/12/2025 | 0 | $0 | -100.00% | 0.00% |
| JANUS HENDERSON GROUP PLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 05/07/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 0 | $0 | -100.00% | 0.00% |
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The Taiwan Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of The Taiwan Fund, Inc.. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 2.55 M
LAZARD ASSET MANAGEMENT LLC: 1.13 M
Allspring Global Investments Holdings, LLC: 777,906
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 331,685
1607 Capital Partners, LLC: 171,697
Matisse Capital: 75,000
76.36% of The Taiwan Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.97 M shares in the last 24 months. This purchase volume represents approximately $318.60 M in transactions.