Taiwan Semiconductor Manufacturing Co Ltd
TSM- 交易所
- NYSE
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001046179
近 90 天，Taiwan Semiconductor Manufacturing Co Ltd 內部人申報 100 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,586 家機構在 13F 申報持有，市值合計 $3,631 億；Coatue、老虎環球等 17 位大師持有。
其他股別TSMWF
2025 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,444
- 較 2024 年第 4 季 +19 家
- 持有股數
- 8.26 億
- 較 2024 年第 4 季 −405.1 萬 (−0.5%)
- 總市值
- $1,358 億
- 較 2024 年第 4 季 −$281.8 億 (−17.2%)
- 新進機構
- 239
- 另有 1,096 家加碼
- 清倉機構
- 220
- 另有 837 家減碼
另有 43 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TSM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,586 | $3,631 億 |
| 2026 年第 1 季 | 3,286 | $2,593 億 |
| 2025 年第 4 季 | 3,128 | $2,397 億 |
| 2025 年第 3 季 | 2,801 | $2,270 億 |
| 2025 年第 2 季 | 2,645 | $1,858 億 |
| 2025 年第 1 季 | 2,444 | $1,358 億 |
| 2024 年第 4 季 | 2,468 | $1,652 億 |
| 2024 年第 3 季 | 2,193 | $1,414 億 |
| 2024 年第 2 季 | 2,106 | $1,451 億 |
| 2024 年第 1 季 | 1,914 | $1,149 億 |
| 2023 年第 4 季 | 1,682 | $895.6 億 |
| 2023 年第 3 季 | 1,526 | $735.6 億 |
| 2023 年第 2 季 | 1,568 | $863.8 億 |
| 2023 年第 1 季 | 1,500 | $797.2 億 |
| 2022 年第 4 季 | 1,401 | $632.3 億 |
| 2022 年第 3 季 | 1,304 | $596.5 億 |
| 2022 年第 2 季 | 1,380 | $711.6 億 |
| 2022 年第 1 季 | 1,477 | $906.1 億 |
| 2021 年第 4 季 | 1,498 | $1,041 億 |
| 2021 年第 3 季 | 1,379 | $955.5 億 |
| 2021 年第 2 季 | 1,363 | $1,034 億 |
| 2021 年第 1 季 | 1,354 | $1,059 億 |
2025 年第 1 季持有機構
每家機構持有 Taiwan Semiconductor Manufacturing Co Ltd 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 51,984,455 | $86.3 億 | 0.55% | −6,562,802−11.2% | 減碼 |
| Sanders Capital, LLC | 41,523,782 | $68.9 億 | 10.30% | −353,675−0.8% | 減碼 |
| Capital World Investors | 30,759,943 | $51.1 億 | 0.83% | −4,842,457−13.6% | 減碼 |
| JPMorgan Chase & Co | 27,540,843 | $45.7 億 | 0.35% | −6,313,216−18.6% | 減碼 |
| Capital International Investors | 24,456,962 | $40.6 億 | 0.80% | +2,246,740+10.1% | 加碼 |
| Morgan Stanley | 19,033,752 | $31.6 億 | 0.23% | +675,637+3.7% | 加碼 |
| Fisher Asset Management, LLC | 18,005,343 | $29.9 億 | 1.29% | −10,346,607−36.5% | 減碼 |
| Bank of New York Mellon Corp | 17,609,752 | $29.2 億 | 0.58% | −1,772,178−9.1% | 減碼 |
| Van Eck Associates Corp | 17,422,887 | $28.9 億 | 3.74% | −1,969,272−10.2% | 減碼 |
| Massachusetts Financial Services Co | 15,804,699 | $26.2 億 | 0.87% | −1,935,645−10.9% | 減碼 |
| Bank of America Corp | 14,690,562 | $24.4 億 | 0.22% | +2,687,400+22.4% | 加碼 |
| BlackRock, Inc. | 14,558,913 | $24.2 億 | 0.05% | −2,563,931−15.0% | 減碼 |
| Goldman Sachs Group Inc | 13,376,408 | $22.2 億 | 0.42% | +2,320,345+21.0% | 加碼 |
| Price T Rowe Associates Inc | 12,350,239 | $20.5 億 | 0.25% | +1,984,835+19.1% | 加碼 |
| WCM Investment Management, LLC | 9,734,044 | $16.1 億 | 4.13% | +59,079+0.6% | 加碼 |
| Jennison Associates LLC | 9,509,032 | $15.8 億 | 1.11% | +2,559,512+36.8% | 加碼 |
| Alliancebernstein L.P. | 8,864,014 | $14.7 億 | 0.53% | +2,121,758+31.5% | 加碼 |
| UBS Group AG | 8,316,853 | $13.8 億 | 0.31% | −369,521−4.3% | 減碼 |
| Sands Capital Management, LLC | 8,027,318 | $13.3 億 | 4.53% | +3,626,396+82.4% | 加碼 |
| Coatue Management LLC大師Coatue | 7,960,037 | $13.2 億 | 5.83% | −2,002,065−20.1% | 減碼 |
| Fiera Capital Corp | 7,754,541 | $12.9 億 | 4.65% | −2,188,523−22.0% | 減碼 |
| Franklin Resources Inc | 7,388,528 | $12.3 億 | 0.36% | −1,109,535−13.1% | 減碼 |
| William Blair Investment Management, LLC | 7,361,683 | $12.2 億 | 3.43% | −360,357−4.7% | 減碼 |
| Janus Henderson Group PLC | 7,071,525 | $11.7 億 | 0.64% | −309,708−4.2% | 減碼 |
| GQG Partners LLC | 6,928,284 | $11.5 億 | 1.83% | −890,985−11.4% | 減碼 |
| StonePine Asset Management Inc. | 6,785,321 | $11.3 億 | 8.50% | +2,143,523+46.2% | 加碼 |
| Northern Trust Corp | 6,302,824 | $10.5 億 | 0.16% | +57,859+0.9% | 加碼 |
| Schroder Investment Management Group | 6,243,149 | $10.3 億 | 1.04% | −314,965−4.8% | 減碼 |
| Alkeon Capital Management LLC | 6,150,977 | $10.2 億 | 6.05% | −170.0% | 減碼 |
| Harding Loevner LP | 5,749,962 | $9.55 億 | 7.31% | −330,999−5.4% | 減碼 |
| First Eagle Investment Management, LLC | 5,645,248 | $9.37 億 | 1.98% | +6,096+0.1% | 加碼 |
| Wells Fargo & Company | 5,313,629 | $8.82 億 | 0.21% | +1,581,626+42.4% | 加碼 |
| Eagle Capital Management LLC | 5,150,417 | $8.55 億 | 3.12% | −40,483−0.8% | 減碼 |
| Royal Bank of Canada | 5,128,883 | $8.51 億 | 0.19% | −1,900,133−27.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,889,247 | $8.12 億 | 2.58% | +799,628+19.6% | 加碼 |
| Jane Street Group, LLC | 4,862,521 | $8.07 億 | 1.45% | −512,589−9.5% | 減碼 |
| Barclays PLC | 4,839,626 | $8.03 億 | 0.37% | −126,955−2.6% | 減碼 |
| American Century Companies Inc | 4,774,879 | $7.93 億 | 0.49% | −170,357−3.4% | 減碼 |
| Wellington Management Group LLP | 4,739,283 | $7.87 億 | 0.15% | +518,520+12.3% | 加碼 |
| Russell Investments Group, Ltd. | 4,690,038 | $7.78 億 | 1.07% | −75,490−1.6% | 減碼 |
| Brown Advisory Inc | 4,644,238 | $7.71 億 | 1.10% | −76,813−1.6% | 減碼 |
| Lazard Asset Management LLC | 4,452,616 | $7.39 億 | 1.13% | +188,104+4.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 4,241,474 | $7.04 億 | 2.65% | +606,494+16.7% | 加碼 |
| Clearbridge Investments, LLC | 4,026,844 | $6.68 億 | 0.58% | −111,259−2.7% | 減碼 |
| Ameriprise Financial Inc | 3,956,339 | $6.58 億 | 0.18% | −360,928−8.4% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 3,865,381 | $6.42 億 | 5.62% | +104,937+2.8% | 加碼 |
| Envestnet Asset Management Inc | 3,727,316 | $6.19 億 | 0.20% | −52,110−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,570,357 | $5.93 億 | 0.15% | −80,474−2.2% | 減碼 |
| HSBC Holdings PLC | 3,384,031 | $5.65 億 | 0.38% | +987,376+41.2% | 加碼 |
| Citigroup Inc | 3,297,220 | $5.47 億 | 0.42% | +1,413,746+75.1% | 加碼 |
| Artisan Partners Limited Partnership | 3,292,466 | $5.47 億 | 0.89% | −2,311,687−41.2% | 減碼 |
| Macquarie Group Ltd | 3,228,974 | $5.36 億 | 0.67% | +134,677+4.4% | 加碼 |
| Invesco Ltd. | 3,228,253 | $5.36 億 | 0.10% | −950,128−22.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,145,755 | $5.31 億 | 0.92% | −755,483−19.4% | 減碼 |
| Susquehanna International Group, LLP | 3,188,484 | $5.29 億 | 0.87% | +3,108,423+3,882.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,027,740 | $5.03 億 | 0.60% | +2,388,505+373.7% | 加碼 |
| Alphinity Investment Management Pty Ltd | 2,950,780 | $4.90 億 | 3.32% | +1,182,383+66.9% | 加碼 |
| Cantillon Capital Management LLC | 2,921,336 | $4.85 億 | 3.14% | −90,328−3.0% | 減碼 |
| Nuveen, LLC | 2,907,687 | $4.83 億 | 0.15% | +2,907,687 | 新進 |
| Driehaus Capital Management LLC | 2,699,805 | $4.48 億 | 4.32% | −408,542−13.1% | 減碼 |
| Voya Investment Management LLC | 2,698,437 | $4.48 億 | 0.50% | +355,766+15.2% | 加碼 |
| Windacre Partnership LLC | 2,661,200 | $4.42 億 | 6.62% | +125,000+4.9% | 加碼 |
| Principal Financial Group Inc | 2,603,108 | $4.32 億 | 0.24% | +1,106,695+74.0% | 加碼 |
| Royal London Asset Management Ltd | 2,549,701 | $4.23 億 | 1.00% | +15,344+0.6% | 加碼 |
| Baillie Gifford & Co | 2,495,073 | $4.14 億 | 0.36% | +549,641+28.3% | 加碼 |
| SEI Investments Co | 2,490,409 | $4.13 億 | 0.53% | −439,947−15.0% | 減碼 |
| BlueSpruce Investments, LP | 2,397,659 | $3.98 億 | 9.29% | +100,187+4.4% | 加碼 |
| Aspex Management (HK) Ltd | 2,382,650 | $3.96 億 | 10.22% | +1,851,302+348.4% | 加碼 |
| Natixis Advisors, L.P. | 2,283,909 | $3.79 億 | 0.70% | −187,777−7.6% | 減碼 |
| Raymond James Financial Inc | 2,228,341 | $3.70 億 | 0.14% | −88,066−3.8% | 減碼 |
| Comgest Global Investors S.A.S. | 2,198,577 | $3.65 億 | 6.51% | +26,755+1.2% | 加碼 |
| National Bank of Canada | 2,158,518 | $3.58 億 | 0.42% | +1,000,679+86.4% | 加碼 |
| Saturna Capital CORP | 2,132,839 | $3.54 億 | 5.30% | −400.0% | 減碼 |
| Fayez Sarofim & Co | 2,011,742 | $3.39 億 | 0.84% | +69,922+3.6% | 加碼 |
| Consolidated Press International Holdings Ltd | 2,026,277 | $3.36 億 | 61.39% | 00.0% | 不變 |
| Voyager Global Management LP | 2,025,000 | $3.36 億 | 14.98% | +650,000+47.3% | 加碼 |
| Softbank Group Corp | 1,985,000 | $3.30 億 | 1.12% | +1,985,000 | 新進 |
| Ninety One UK Ltd | 1,981,021 | $3.29 億 | 0.91% | −698,404−26.1% | 減碼 |
| Capital Research Global Investors | 1,975,964 | $3.28 億 | 0.07% | +240,532+13.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,921,428 | $3.19 億 | 0.08% | +331,541+20.9% | 加碼 |
| Point72 Asset Management, L.P. | 1,881,880 | $3.12 億 | 0.88% | −613,050−24.6% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,866,293 | $3.10 億 | 5.63% | −67,588−3.5% | 減碼 |
| Select Equity Group, L.P. | 1,853,638 | $3.08 億 | 1.37% | +645,627+53.4% | 加碼 |
| Magellan Asset Management Ltd | 1,802,407 | $2.99 億 | 3.64% | +250,014+16.1% | 加碼 |
| Third Point LLC大師第三點資本 | 1,780,000 | $2.95 億 | 4.64% | 00.0% | 不變 |
| Mirova US LLC | 1,767,831 | $2.93 億 | 3.49% | +67,986+4.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,683,209 | $2.79 億 | 0.23% | −3,060,843−64.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 2,744,657 | $2.75 億 | 1.12% | +1,394,081+103.2% | 加碼 |
| Vontobel Holding Ltd. | 1,638,869 | $2.72 億 | 0.99% | −522,325−24.2% | 減碼 |
| Canoe Financial LP | 1,630,812 | $2.71 億 | 4.34% | +51,738+3.3% | 加碼 |
| PEAK6 LLC | 1,623,722 | $2.70 億 | 10.55% | +894,412+122.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,607,141 | $2.67 億 | 0.20% | +7,161+0.4% | 加碼 |
| Amundi | 1,687,487 | $2.66 億 | 0.10% | +73,398+4.5% | 加碼 |
| Lord, Abbett & Co. LLC | 1,592,083 | $2.64 億 | 0.94% | −246,204−13.4% | 減碼 |
| AMF Pensionsforsakring AB | 1,589,282 | $2.64 億 | 1.95% | +328,314+26.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,584,531 | $2.63 億 | 0.25% | +11,956+0.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,574,557 | $2.61 億 | 8.10% | +329,607+26.5% | 加碼 |
| LGT Group Foundation | 1,526,445 | $2.53 億 | 3.49% | +629,524+70.2% | 加碼 |
| Soroban Capital Partners LP | 1,500,256 | $2.49 億 | 3.51% | +538,300+56.0% | 加碼 |
| Sarasin & Partners LLP | 1,469,127 | $2.44 億 | 2.64% | +1,469,127 | 新進 |