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 99 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 3,585 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 |
|---|---|---|---|---|---|
| Virtus Family Office LLC | 25,518 | $425.3 萬 | 5.46% | −252−1.0% | 減碼 |
| Caas Capital Management LP | 25,700 | $426.6 萬 | 2.02% | +25,700 | 新進 |
| L & S Advisors Inc | 25,778 | $427.9 萬 | 0.53% | −129−0.5% | 減碼 |
| Regions Financial Corp | 25,811 | $428.5 萬 | 0.03% | −970−3.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 25,818 | $428.6 萬 | 0.17% | −1,293−4.8% | 減碼 |
| Knuff & Co LLC | 26,072 | $432.8 萬 | 1.45% | −173−0.7% | 減碼 |
| Two Sigma Advisers, LP | 26,400 | $438.2 萬 | 0.01% | −3,800−12.6% | 減碼 |
| BFSG, LLC | 26,561 | $440.9 萬 | 0.54% | +149+0.6% | 加碼 |
| WCG Wealth Advisors LLC | 26,598 | $441.5 萬 | 0.34% | −995−3.6% | 減碼 |
| Triglav Skladi, D.O.O. | 26,730 | $443.7 萬 | 0.37% | +16,000+149.1% | 加碼 |
| Biglari, Sardar | 26,728 | $443.7 萬 | 10.04% | 00.0% | 不變 |
| Nutshell Asset Management Ltd | 26,734 | $443.8 萬 | 2.31% | +16,984+174.2% | 加碼 |
| Goodman Advisory Group, LLC | 26,844 | $445.6 萬 | 1.36% | −4,986−15.7% | 減碼 |
| Forefront Wealth Management Inc. | 26,866 | $446.0 萬 | 4.13% | −121−0.4% | 減碼 |
| Front Row Advisors LLC | 26,769 | $446.2 萬 | 1.71% | −1,330−4.7% | 減碼 |
| Family Management Corp | 26,920 | $446.9 萬 | 0.74% | +1,642+6.5% | 加碼 |
| Leelyn Smith, LLC | 26,978 | $447.8 萬 | 0.80% | +448+1.7% | 加碼 |
| 180 Wealth Advisors, LLC | 27,029 | $448.7 萬 | 0.71% | −426−1.6% | 減碼 |
| Nicholas Investment Partners, LP | 27,071 | $449.4 萬 | 0.46% | +4,427+19.6% | 加碼 |
| Natural Investments, LLC | 27,144 | $450.5 萬 | 1.28% | +73+0.3% | 加碼 |
| Cypress Capital Group | 27,344 | $453.9 萬 | 0.59% | +849+3.2% | 加碼 |
| Engineers Gate Manager LP | 27,392 | $454.7 萬 | 0.08% | +4,128+17.7% | 加碼 |
| Hantz Financial Services, Inc. | 27,402 | $454.9 萬 | 0.08% | +1,187+4.5% | 加碼 |
| Oliver Luxxe Assets LLC | 27,438 | $455.5 萬 | 0.85% | −20,140−42.3% | 減碼 |
| Prosperity Consulting Group, LLC | 27,488 | $456.3 萬 | 0.35% | −1,118−3.9% | 減碼 |
| Morse Asset Management, Inc | 27,588 | $458.0 萬 | 1.16% | +3,837+16.2% | 加碼 |
| AMG National Trust Bank | 27,622 | $458.5 萬 | 0.13% | +506+1.9% | 加碼 |
| Morningstar Investment Services LLC | 27,663 | $459.2 萬 | 0.84% | −40,684−59.5% | 減碼 |
| Terra Alpha Investments LLC | 27,688 | $459.6 萬 | 4.99% | −3,303−10.7% | 減碼 |
| Nishkama Capital, LLC | 27,700 | $459.8 萬 | 1.93% | −49,175−64.0% | 減碼 |
| Independent Advisor Alliance | 27,814 | $461.7 萬 | 0.15% | +1,021+3.8% | 加碼 |
| Sterling Capital Management LLC | 27,815 | $461.7 萬 | 0.07% | +819+3.0% | 加碼 |
| GMT Capital Corp | 27,900 | $463.1 萬 | 0.25% | −10,400−27.2% | 減碼 |
| Tufton Capital Management | 27,902 | $463.2 萬 | 0.89% | −651−2.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 27,910 | $463.3 萬 | 0.31% | +27,910 | 新進 |
| Evergreen Wealth Management, LLC | 27,985 | $464.6 萬 | 2.77% | +1,083+4.0% | 加碼 |
| Greenland Capital Management LP | 28,134 | $467.0 萬 | 0.80% | −13,994−33.2% | 減碼 |
| Okabena Investment Services Inc | 28,494 | $473.0 萬 | 1.19% | +472+1.7% | 加碼 |
| Siren, L.L.C. | 28,500 | $473.1 萬 | 0.27% | +13,500+90.0% | 加碼 |
| Advisors Asset Management, Inc. | 28,502 | $473.1 萬 | 0.09% | −4,568−13.8% | 減碼 |
| Shaker Investments LLC | 28,529 | $473.6 萬 | 2.28% | −5,447−16.0% | 減碼 |
| Columbus Hill Capital Management, L.P. | 28,600 | $474.8 萬 | 1.00% | +28,600 | 新進 |
| Community Financial Services Group, LLC | 28,749 | $477.2 萬 | 1.03% | −4,259−12.9% | 減碼 |
| Trust Co of Kansas | 28,994 | $481.3 萬 | 2.56% | −1,036−3.4% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 29,070 | $482.6 萬 | 0.83% | +11,308+63.7% | 加碼 |
| Valeo Financial Advisors, LLC | 29,144 | $483.8 萬 | 0.14% | +604+2.1% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 29,163 | $484.1 萬 | 1.41% | +131+0.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 29,191 | $484.6 萬 | 0.29% | +3,032+11.6% | 加碼 |
| Family Legacy, Inc. | 29,205 | $484.8 萬 | 1.66% | −349−1.2% | 減碼 |
| Soltis Investment Advisors LLC | 29,259 | $485.7 萬 | 0.43% | −26,084−47.1% | 減碼 |
| Catalyst Capital Advisors LLC | 29,300 | $486.4 萬 | 0.10% | −2,250−7.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 29,478 | $489.3 萬 | 0.97% | +675+2.3% | 加碼 |
| Compass Wealth Management LLC | 29,909 | $496.5 萬 | 1.27% | −346−1.1% | 減碼 |
| Fortis Capital Management LLC | 30,014 | $498.2 萬 | 0.97% | +30,014 | 新進 |
| Ariel Investments, LLC | 30,108 | $499.8 萬 | 0.06% | −49,530−62.2% | 減碼 |
| Franchise Capital Ltd | 94,350 | $500.5 萬 | 2.98% | +94,350 | 新進 |
| Cloverfields Capital Group, LP | 30,229 | $501.8 萬 | 1.66% | −4,915−14.0% | 減碼 |
| National Asset Management, Inc. | 30,257 | $502.3 萬 | 0.15% | +2,766+10.1% | 加碼 |
| Spinnaker Trust | 30,375 | $504.2 萬 | 0.33% | +28,104+1,237.5% | 加碼 |
| Allworth Financial LP | 30,911 | $507.5 萬 | 0.03% | +451+1.5% | 加碼 |
| Robocap Asset Management Ltd | 30,610 | $508.1 萬 | 3.80% | +11,061+56.6% | 加碼 |
| Northwest Bancshares, Inc. | 30,664 | $509.0 萬 | 0.94% | −1,760−5.4% | 減碼 |
| Synovus Financial Corp | 30,667 | $509.1 萬 | 0.07% | +273+0.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 30,905 | $513.0 萬 | 0.17% | +3,920+14.5% | 加碼 |
| Impax Asset Management Group plc | 30,958 | $513.9 萬 | 0.03% | +6,613+27.2% | 加碼 |
| Hilton Capital Management, LLC | 31,084 | $516.0 萬 | 0.44% | −20,639−39.9% | 減碼 |
| Allianz SE | 31,168 | $517.4 萬 | 0.14% | −381−1.2% | 減碼 |
| Stamos Capital Partners, L.P. | 31,654 | $525.5 萬 | 1.37% | +9,044+40.0% | 加碼 |
| Financial Perspectives, Inc | 31,719 | $526.5 萬 | 1.80% | +399+1.3% | 加碼 |
| Covenant Asset Management, LLC | 31,848 | $528.7 萬 | 1.33% | +13,248+71.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 31,948 | $530.3 萬 | 4.41% | −1,799−5.3% | 減碼 |
| Huntleigh Advisors, Inc. | 32,055 | $532.1 萬 | 0.89% | +1,547+5.1% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 32,100 | $532.9 萬 | 5.15% | +32,100 | 新進 |
| CWM, LLC | 32,112 | $533.1 萬 | 0.02% | +340+1.1% | 加碼 |
| Arkadios Wealth Advisors | 32,294 | $536.1 萬 | 0.20% | +21,371+195.7% | 加碼 |
| Benson Investment Management Company, Inc. | 32,417 | $538.1 萬 | 2.34% | +32,417 | 新進 |
| Balboa Wealth Partners | 32,503 | $539.6 萬 | 1.30% | +2,283+7.6% | 加碼 |
| Bryn Mawr Trust Co | 32,532 | $540.0 萬 | 0.10% | +310+1.0% | 加碼 |
| American Trust | 32,544 | $540.2 萬 | 1.33% | −1,494−4.4% | 減碼 |
| SevenBridge Financial Group, LLC | 29,001 | $542.3 萬 | 1.07% | +4,564+18.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 32,869 | $545.6 萬 | 0.14% | +3,578+12.2% | 加碼 |
| Jefferies Financial Group Inc. | 32,980 | $547.5 萬 | 0.09% | +14,301+76.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 33,000 | $547.8 萬 | 0.15% | −9,588−22.5% | 減碼 |
| Aptus Capital Advisors, LLC | 33,020 | $548.1 萬 | 0.06% | +8,767+36.1% | 加碼 |
| Parallel Advisors, LLC | 33,101 | $549.5 萬 | 0.12% | −3,375−9.3% | 減碼 |
| Atomi Financial Group, Inc. | 33,213 | $551.3 萬 | 0.25% | −6,617−16.6% | 減碼 |
| Guggenheim Capital LLC | 33,228 | $551.6 萬 | 0.05% | −6,783−17.0% | 減碼 |
| California First Leasing Corp | 33,950 | $563.6 萬 | 2.49% | +2,800+9.0% | 加碼 |
| Calamos Wealth Management LLC | 33,965 | $563.8 萬 | 0.28% | +6,429+23.3% | 加碼 |
| Ieq Capital, LLC | 34,115 | $566.3 萬 | 0.05% | +14,105+70.5% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 34,175 | $567.3 萬 | 4.52% | +23,325+215.0% | 加碼 |
| Guardcap Asset Management Ltd | 34,178 | $567.4 萬 | 0.11% | −1,475−4.1% | 減碼 |
| Beutel, Goodman & Co Ltd. | 34,351 | $570.2 萬 | 0.03% | +34,351 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 34,449 | $571.9 萬 | 0.53% | −3,741−9.8% | 減碼 |
| Redwood Investments, LLC | 34,888 | $579.1 萬 | 2.17% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 34,895 | $579.2 萬 | 1.68% | 00.0% | 不變 |
| Alight Capital Management LP | 35,000 | $581.0 萬 | 3.06% | −5,000−12.5% | 減碼 |
| LSV Asset Management | 35,000 | $581.0 萬 | 0.01% | 00.0% | 不變 |
| MYDA Advisors LLC | 35,000 | $581.0 萬 | 2.06% | +35,000 | 新進 |
| Equitable Trust Co | 35,127 | $583.1 萬 | 0.32% | −187−0.5% | 減碼 |