Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TSEM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $749.2M | +9.3% | 3.734% | 0.01% |
| 2 | Phoenix Holdings Ltd. | 3.4M | $595.0M | -11.5% | 2.965% | 5.64% |
| 3 | USS Investment Management Ltd | 34K | $573.1M | +6.9% | 0.029% | 2.24% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $545.5M | — | 2.697% | 0.01% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4M | $414.7M | +87.1% | 2.067% | 0.05% |
| 6 | Senvest Management, LLC | 2.3M | $398.7M | -42.8% | 1.987% | 13.23% |
| 7 | Invesco Ltd. | 2.2M | $382.8M | +66.5% | 1.908% | 0.06% |
| 8 | Migdal Insurance & Financial Holdings Ltd. | 2.0M | $353.7M | -32.9% | 1.763% | 3.07% |
| 9 | MEITAV DASH INVESTMENTS LTD | 1.8M | $307.9M | -5.6% | 1.554% | 3.38% |
| 10 | WT Asset Management Ltd | 1.5M | $257.5M | +118.2% | 1.283% | 5.39% |
| 11 | Capital World Investors | 1.3M | $232.8M | — | 1.160% | 0.03% |
| 12 | GF FUND MANAGEMENT CO. LTD. | 1.1M | $200.8M | +271.1% | 1.001% | 3.36% |
| 13 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1.1M | $199.5M | -5.8% | 0.994% | 10.56% |
| 14 | Whale Rock Capital Management LLC | 1.1M | $187.2M | — | 0.933% | 2.42% |
| 15 | JANUS HENDERSON GROUP PLC | 995K | $174.5M | -7.5% | 0.870% | 0.09% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 983K | $173.8M | — | 0.859% | 0.04% |
| 17 | Mawer Investment Management Ltd. | 965K | $169.3M | — | 0.844% | 1.10% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 959K | $168.1M | -29.0% | 0.839% | 0.03% |
| 19 | Y.D. More Investments Ltd | 931K | $158.5M | -7.8% | 0.814% | 6.21% |
| 20 | Turiya Advisors Asia Ltd | 766K | $134.5M | -47.9% | 0.670% | 27.10% |
| 21 | BANK OF AMERICA CORP /DE/ | 684K | $120.1M | -26.0% | 0.599% | 0.01% |
| 22 | MORGAN STANLEY | 668K | $117.2M | +4.0% | 0.584% | 0.01% |
| 23 | MILLENNIUM MANAGEMENT LLC | 661K | $116.0M | -20.3% | 0.578% | 0.08% |
| 24 | JENNISON ASSOCIATES LLC | 615K | $108.0M | -56.0% | 0.538% | 0.07% |
| 25 | UBS Group AG | 584K | $102.5M | +58.4% | 0.511% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TSEM — a direct measure of their conviction.
Filings activity in TSEM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 370 | +21% | 34.49% | +10.71 pp | $10.37B | +45% |
| Q4 2025 | 305 | +27% | 23.78% | +9.49 pp | $7.15B | +66% |
| Q3 2025 | 241 | +16% | 14.29% | +5.10 pp | $4.30B | +55% |
| Q2 2025 | 207 | 1.0% | 9.19% | +1.71 pp | $2.76B | +23% |
| Q1 2025 | 209 | 11% | 7.48% | 2.53 pp | $2.25B | 25% |
| Q4 2024 | 235 | +13% | 10.01% | +1.74 pp | $3.01B | +21% |
| Q3 2024 | 208 | +12% | 8.27% | +1.45 pp | $2.49B | +21% |
| Q2 2024 | 185 | — | 6.82% | — | $2.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TSEM stock.
Based on Q1 2026 13F filings, institutional ownership of Tower Semiconductor Ltd. stands at 34.5%, held across 370 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TSEM, with approximately 4,269,304 shares worth $0.75B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of TSEM, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for TSEM is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
130 institutions opened new positions in TSEM during Q1 2026, while 65 fully exited. 180 added to existing positions and 58 trimmed.
TSEM institutional ownership rose by 10.71 percentage points quarter-over-quarter, with a net change of +65 holders.
The top 10 institutions account for 44.2% of all reported 13F value in TSEM, and the top 25 account for 66.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Tower Semiconductor Ltd. (TSEM) Institutional Ownership