$TWN

$92.80 +$0.78 (0.85%) Close

$TWN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.7M shares outstanding

Who owns TWN?

By type of holder

Institutions 78.6% Insiders 0.0% Everyone else 21.4%

Concentration Top 10 holders own 73.7%

City Of London Investment Management Co LTD 37.0% · Lazard Asset Management LLC 16.1%

Institutional ownership

78.6%

-2.1 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

−122.2K

by institutions in Q2 2026

New / sold out

6 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wolverine Asset Management LLC NEW +42.7K
Atlas Wealth LLC NEW +34.0K

Biggest sellers in Q2 2026

City Of London Investment Management Co LTD −113.8K
Karpus Management, Inc. SOLD OUT −75.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Taiwan Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Taiwan Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years17% 1–3 years5% Under 1 year3%

Quarterly turnover

4.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TWN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CO City Of London Investment Management Co LTD	2.1M	37.04%	−113.8K (−5.1%)	≤2021	12.3%
Shares held by quarter Peak holding2.7M (Q3'24) Change over 8 quarters−595.6K Share of the company37.040% City Of London Investment Management Co LTD's full portfolio →
LA Lazard Asset Management LLC	924.8K	16.11%	+946 (+0.1%)	≤2021	0.1%
Shares held by quarter Peak holding1.1M (Q1'25) Change over 8 quarters−203.8K Share of the company16.110% Lazard Asset Management LLC's full portfolio →

City Of London Investment Management Co LTD

2.1M

% of company

37.04%

Change vs last qtr

−113.8K (−5.1%)

Held since

≤2021

Lazard Asset Management LLC

924.8K

% of company

16.11%

Change vs last qtr

+946 (+0.1%)

Held since

≤2021

25 more super investors behind a free account

See every manager holding Taiwan Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TWN on Form N-PORT; together they hold 3.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
EM The Emerging Markets Portfolio HC Capital Trust	$7.63M	116.1K	2.02%	1.03%	March 31, 2026
MD Matisse Discounted Closed-End Fund Strategy Starboard Investment Trust	$4.49M	46.7K	0.81%	5.99%	June 30, 2026

The Emerging Markets Portfolio

HC Capital Trust

Position value

$7.63M

% of company

2.02%

% of the fund

1.03%

As of

March 31, 2026

Matisse Discounted Closed-End Fund Strategy

Starboard Investment Trust

Position value

$4.49M

% of company

0.81%

% of the fund

5.99%

As of

June 30, 2026

3 more funds behind a free account

See every fund holding Taiwan Fund Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KW Kirby William Insider	1.3K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Kirby William's insider activity →

Kirby William

Insider

1.3K

% of company

0.02%

Change vs last qtr

—

Held since

—

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