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 | 11/14/2025 | 2.40 M | $129.98 M | -2.27% | 37.69% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 1.08 M | $58.55 M | -2.50% | 16.98% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 624.06 K | $33.77 M | -9.34% | 9.79% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 292.61 K | $15.84 M | -6.63% | 4.59% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 226.69 K | $12.27 M | 83.64% | 3.56% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 120.03 K | $6.50 M | -16.94% | 1.88% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 84.58 K | $4.58 M | 34.04% | 1.33% |
| MATISSE CAPITAL | 10/29/2025 | 84.00 K | $4.55 M | 0.00% | 1.32% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 80.65 K | $4.36 M | -11.51% | 1.27% |
| STRS OHIO | 10/30/2025 | 70.00 K | $3.79 M | 0.00% | 1.10% |
| ROCK CREEK GROUP, LP | 11/12/2025 | 66.21 K | $3.58 M | 1,061.58% | 1.04% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 49.44 K | $2.68 M | 15.24% | 0.78% |
| CSS LLC/IL | 11/13/2025 | 33.42 K | $1.81 M | -33.37% | 0.52% |
| BANQUE CANTONALE VAUDOISE | 11/13/2025 | 25.00 K | $1.35 M | 0.00% | 0.39% |
| QUANTEDGE CAPITAL PTE LTD | 11/14/2025 | 23.48 K | $1.27 M | -36.59% | 0.37% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 11/14/2025 | 8.32 K | $450.28 K | -1.19% | 0.13% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 2.37 K | $128.05 K | 0.00% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 2.09 K | $112.84 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 1.68 K | $90.92 K | 0.00% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 1.47 K | $79.67 K | 0.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 1.19 K | $64.51 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.07 K | $58.02 K | 0.47% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 960 | $51.96 K | -60.74% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 386 | $20.89 K | -75.38% | 0.01% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 200 | $10.82 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 125 | $7.00 K | 19.05% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 64 | $3.39 K | 100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1 | $54 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| TOTAL INVESTMENT MANAGEMENT INC | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ALMITAS CAPITAL LLC | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
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The Taiwan Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 45 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: 2.4 M
LAZARD ASSET MANAGEMENT LLC: 1.08 M
Allspring Global Investments Holdings, LLC: 624,055
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 292,609
Saba Capital Management, L.P.: 226,694
1607 Capital Partners, LLC: 120,032
82.91% of The Taiwan Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.80 M shares in the last 24 months. This purchase volume represents approximately $378.89 M in transactions.