BOSTON, MA
TAIWAN FUND INCTWN— Latest position per institution from SEC 13F filings
15
Institutional holders
4.62M
Total shares held
432.30M
Estimated value
230.81K
Avg. position size
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
2.13M
Value
204.48M
Filed
Jun 30, 2026
LAZARD ASSET MANAGEMENT LLC
CIK 1207017
Shares
924.75K
Value
88.93M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
481.78K
Value
46.33M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
226.69K
Value
21.80M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
110.99K
Value
10.67M
Filed
Jun 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
CIK 1007280
Shares
108.05K
Value
10.39M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
75.03K
Value
4.93M
Filed
Mar 31, 2026
STRS OHIO
CIK 820478
Shares
70K
Value
6.73M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
69.44K
Value
6.68M
Filed
Jun 30, 2026
ROCK CREEK GROUP LLC
CIK 1484067
Shares
66.21K
Value
6.37M
Filed
Jun 30, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
60.61K
Value
2.66M
Filed
Jun 30, 2024
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
47.52K
Value
4.57M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
44.42K
Value
4.53M
Filed
Sep 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
42.67K
Value
4.10M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
33.99K
Value
3.27M
Filed
Jun 30, 2026
NOMURA ASSET MANAGEMENT CO LTD
CIK 1055964
Shares
32.83K
Value
1.27M
Filed
Dec 31, 2024
MORGAN STANLEY
CIK 895421
Shares
32.40K
Value
3.12M
Filed
Jun 30, 2026
BANQUE CANTONALE VAUDOISE
CIK 1793755
Shares
25K
Value
2.40K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
19.08K
Value
737.33K
Filed
Dec 31, 2024
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
18.50K
Value
718.90K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 2.13M | 204.48M | Jun 30, 2026 |
| 2 | LAZARD ASSET MANAGEMENT LLC | 1207017 | 924.75K | 88.93M | Jun 30, 2026 |
| 3 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 481.78K | 46.33M | Jun 30, 2026 |
| 4 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 226.69K | 21.80M | Jun 30, 2026 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 110.99K | 10.67M | Jun 30, 2026 |
| 6 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | 108.05K | 10.39M | Jun 30, 2026 |
| 7 | KARPUS MANAGEMENT, INC. | 1048703 | 75.03K | 4.93M | Mar 31, 2026 |
| 8 | STRS OHIO | 820478 | 70K | 6.73M | Jun 30, 2026 |
| 9 | MATISSE CAPITAL | 1668256 | 69.44K | 6.68M | Jun 30, 2026 |
| 10 | ROCK CREEK GROUP LLC | 1484067 | 66.21K | 6.37M | Jun 30, 2026 |
| 11 | BULLDOG INVESTORS, LLP | 1504304 | 60.61K | 2.66M | Jun 30, 2024 |
| 12 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 47.52K | 4.57M | Jun 30, 2026 |
| 13 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 44.42K | 4.53M | Sep 30, 2026 |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 42.67K | 4.10M | Jun 30, 2026 |
| 15 | ATLAS WEALTH LLC | 1964106 | 33.99K | 3.27M | Jun 30, 2026 |
| 16 | NOMURA ASSET MANAGEMENT CO LTD | 1055964 | 32.83K | 1.27M | Dec 31, 2024 |
| 17 | MORGAN STANLEY | 895421 | 32.40K | 3.12M | Jun 30, 2026 |
| 18 | BANQUE CANTONALE VAUDOISE | 1793755 | 25K | 2.40K | Jun 30, 2026 |
| 19 | LPL FINANCIAL LLC | 1403438 | 19.08K | 737.33K | Dec 31, 2024 |
| 20 | SANCTUARY ADVISORS, LLC | 1777271 | 18.50K | 718.90K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.