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 |
|---|---|---|---|---|---|
| Mitchell Capital Management Co | 35,327 | $586.4 萬 | 1.12% | +873+2.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 35,617 | $591.2 萬 | 0.17% | −2,849−7.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 35,934 | $596.5 萬 | 0.41% | −146−0.4% | 減碼 |
| XTX Topco Ltd | 35,946 | $596.7 萬 | 0.31% | +29,748+480.0% | 加碼 |
| Absolute Gestao de Investimentos Ltda. | 36,000 | $597.6 萬 | 2.62% | +29,517+455.3% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 36,000 | $597.6 萬 | 0.99% | +36,000 | 新進 |
| HB Wealth Management, LLC | 36,059 | $598.6 萬 | 0.05% | +11,422+46.4% | 加碼 |
| Motley Fool Wealth Management, LLC | 36,114 | $599.5 萬 | 0.35% | −5,473−13.2% | 減碼 |
| Lagoda Investment Management, L.P. | 36,167 | $600.4 萬 | 3.82% | +530+1.5% | 加碼 |
| Hunter Perkins Capital Management, LLC | 36,119 | $601.2 萬 | 1.40% | +10,874+43.1% | 加碼 |
| Agur Provident & Training Funds Management Ltd | 36,600 | $607.5 萬 | 2.43% | +36,600 | 新進 |
| Rakuten Investment Management, Inc. | 36,963 | $610.8 萬 | 0.03% | +36,963 | 新進 |
| Savoie Capital LLC | 30,966 | $611.5 萬 | 0.73% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 36,905 | $612.6 萬 | 3.89% | −259−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 37,031 | $614.7 萬 | 0.53% | +1,322+3.7% | 加碼 |
| RSM US Wealth Management LLC | 37,154 | $619.2 萬 | 0.10% | −1,011−2.6% | 減碼 |
| MMBG Investment Advisors Co. | 37,267 | $621.2 萬 | 0.70% | +7,210+24.0% | 加碼 |
| Capital Wealth Planning, LLC | 37,650 | $625.0 萬 | 0.05% | +18,326+94.8% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 37,741 | $626.5 萬 | 0.67% | +1,921+5.4% | 加碼 |
| Smith Group Asset Management, LLC | 37,768 | $626.9 萬 | 0.47% | −100−0.3% | 減碼 |
| Gold Investment Management Ltd. | 38,038 | $631.4 萬 | 2.67% | −2,910−7.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 38,150 | $633.3 萬 | 0.06% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 38,216 | $634.4 萬 | 0.07% | +38,216 | 新進 |
| Moors & Cabot, Inc. | 38,427 | $637.9 萬 | 0.32% | +9,217+31.6% | 加碼 |
| Argent Trust Co | 38,570 | $640.3 萬 | 0.26% | −1,240−3.1% | 減碼 |
| Marex Group plc | 38,748 | $643.2 萬 | 0.12% | +22,709+141.6% | 加碼 |
| Pitcairn Co | 38,810 | $644.2 萬 | 0.39% | +3,104+8.7% | 加碼 |
| BIT Capital GmbH | 38,942 | $646.4 萬 | 0.78% | +24,277+165.5% | 加碼 |
| TB Alternative Assets Ltd. | 39,098 | $649.0 萬 | 1.51% | +39,098 | 新進 |
| Profund Advisors LLC | 39,306 | $652.5 萬 | 0.28% | +8,348+27.0% | 加碼 |
| Independent Financial Group, LLC | 39,797 | $660.6 萬 | 0.23% | +11,094+38.7% | 加碼 |
| Ingalls & Snyder LLC | 39,805 | $660.8 萬 | 0.22% | +2,134+5.7% | 加碼 |
| AMS Capital Ltda | 39,866 | $661.8 萬 | 2.73% | −89,364−69.2% | 減碼 |
| Deltec Asset Management LLC | 40,067 | $665.1 萬 | 1.43% | +3,800+10.5% | 加碼 |
| Left Brain Wealth Management, LLC | 40,220 | $667.7 萬 | 2.91% | +21,388+113.6% | 加碼 |
| JLB & Associates Inc | 40,321 | $669.3 萬 | 0.93% | +91+0.2% | 加碼 |
| Allen Capital Group, LLC | 40,368 | $670.1 萬 | 0.77% | +2,812+7.5% | 加碼 |
| Grafton Street Partners Fund, LP | 40,491 | $672.2 萬 | 5.17% | +40,491 | 新進 |
| Yousif Capital Management, LLC | 40,495 | $672.2 萬 | 0.08% | 00.0% | 不變 |
| Danske Bank A/S | 40,705 | $675.7 萬 | 0.02% | −6,554−13.9% | 減碼 |
| Keybank National Association | 40,751 | $676.5 萬 | 0.03% | +2,302+6.0% | 加碼 |
| Southeast Asset Advisors Inc. | 40,826 | $677.7 萬 | 0.83% | +18,010+78.9% | 加碼 |
| Guardian Partners Inc. | 43,026 | $679.0 萬 | 0.70% | −1,501−3.4% | 減碼 |
| We Are One Seven, LLC | 41,196 | $683.8 萬 | 0.27% | −1,674−3.9% | 減碼 |
| Polar Asset Management Partners Inc. | 41,293 | $685.5 萬 | 0.23% | −31,307−43.1% | 減碼 |
| Nia Impact Advisors, LLC | 41,348 | $686.4 萬 | 2.55% | −6,621−13.8% | 減碼 |
| Pzena Investment Management LLC | 41,521 | $689.2 萬 | 0.02% | −13,539−24.6% | 減碼 |
| Callan Family Office, LLC | 41,624 | $691.0 萬 | 0.52% | −1,243−2.9% | 減碼 |
| Louisbourg Investments Inc. | 49,178 | $692.1 萬 | 1.88% | +6,848+16.2% | 加碼 |
| Westpac Banking Corp | 41,930 | $696.0 萬 | 0.51% | +8,510+25.5% | 加碼 |
| Vega Investment Solutions | 41,941 | $696.5 萬 | 1.34% | +40,322+2,490.5% | 加碼 |
| Americana Partners, LLC | 41,981 | $696.9 萬 | 0.27% | +5,825+16.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 42,021 | $697.5 萬 | 0.55% | −165−0.4% | 減碼 |
| Laurion Capital Management LP | 42,142 | $699.6 萬 | 0.54% | +23,219+122.7% | 加碼 |
| Jag Capital Management, LLC | 42,396 | $703.8 萬 | 0.94% | −10,924−20.5% | 減碼 |
| YHB Investment Advisors, Inc. | 42,487 | $705.3 萬 | 0.59% | +2,212+5.5% | 加碼 |
| KP Management LLC | 42,500 | $705.5 萬 | 2.71% | +5,000+13.3% | 加碼 |
| DSM Capital Partners LLC | 42,598 | $707.1 萬 | 0.12% | −3,500−7.6% | 減碼 |
| Ballentine Partners, LLC | 42,769 | $710.0 萬 | 0.12% | +7,977+22.9% | 加碼 |
| Ronald Blue Trust, Inc. | 43,075 | $715.0 萬 | 0.09% | +5,737+15.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 43,126 | $715.9 萬 | 0.33% | +3,248+8.1% | 加碼 |
| Headland Capital, LLC | 43,759 | $726.4 萬 | 2.42% | −122−0.3% | 減碼 |
| Tower View Investment Management & Research LLC | 43,840 | $727.7 萬 | 4.24% | −1,813−4.0% | 減碼 |
| Hiddenite Capital Partners LP | 44,200 | $733.7 萬 | 6.12% | +44,200 | 新進 |
| Amica Mutual Insurance Co | 44,205 | $733.8 萬 | 0.81% | −13,332−23.2% | 減碼 |
| Bell Asset Management Ltd | 44,340 | $736.0 萬 | 1.35% | +44,340 | 新進 |
| Integrated Wealth Concepts LLC | 44,395 | $737.0 萬 | 0.09% | +12,681+40.0% | 加碼 |
| Caption Management, LLC | 44,500 | $738.7 萬 | 0.34% | +14,500+48.3% | 加碼 |
| Motley Fool Asset Management LLC | 44,627 | $740.8 萬 | 0.42% | −5,616−11.2% | 減碼 |
| Matthews International Capital Management LLC | 44,790 | $743.5 萬 | 1.54% | −150,453−77.1% | 減碼 |
| Legacy Trust | 44,902 | $745.4 萬 | 1.80% | −290−0.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,319 | $746.2 萬 | 0.08% | +26,971+147.0% | 加碼 |
| Tenzing Global Management, LLC | 45,000 | $747.0 萬 | 5.42% | +15,000+50.0% | 加碼 |
| RPg Family Wealth Advisory, LLC | 44,920 | $748.7 萬 | 2.13% | +44,920 | 新進 |
| Octahedron Capital Management L.P. | 45,400 | $753.6 萬 | 6.70% | +45,400 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,443 | $754.4 萬 | 0.02% | −4,610−9.2% | 減碼 |
| Cozad Asset Management Inc | 45,553 | $756.2 萬 | 0.76% | +21,663+90.7% | 加碼 |
| Cumberland Partners Ltd | 45,602 | $757.0 萬 | 0.58% | −3,290−6.7% | 減碼 |
| Sycomore Asset Management | 40,524 | $757.1 萬 | 1.08% | 00.0% | 不變 |
| Guinness Atkinson Asset Management Inc | 45,652 | $757.8 萬 | 4.22% | −3,000−6.2% | 減碼 |
| L1 Capital International Pty Ltd | 45,652 | $757.8 萬 | 2.09% | +45,652 | 新進 |
| Caisse de Depot Et Placement du Quebec | 45,693 | $758.5 萬 | 0.02% | +45,693 | 新進 |
| Tocqueville Asset Management L.P. | 45,696 | $758.6 萬 | 0.12% | −5,707−11.1% | 減碼 |
| University of Illinois Foundation | 45,870 | $761.4 萬 | 2.39% | +45,870 | 新進 |
| Impact Asset Management GmbH | 45,900 | $761.9 萬 | 2.99% | −10,430−18.5% | 減碼 |
| One Capital Management, LLC | 45,901 | $762.0 萬 | 0.26% | +3,539+8.4% | 加碼 |
| Kempner Capital Management Inc. | 46,039 | $764.2 萬 | 4.30% | 00.0% | 不變 |
| Verition Fund Management LLC | 46,058 | $764.6 萬 | 0.04% | −1,555,121−97.1% | 減碼 |
| Easterly Investment Partners LLC | 46,103 | $765.3 萬 | 0.64% | +1,371+3.1% | 加碼 |
| Shikiar Asset Management Inc | 46,462 | $771.3 萬 | 2.30% | −10,186−18.0% | 減碼 |
| Global X Japan Co., Ltd. | 46,464 | $771.3 萬 | 0.89% | +15,700+51.0% | 加碼 |
| Q Capital Solutions | 46,531 | $772.4 萬 | 5.11% | −34,576−42.6% | 減碼 |
| Quantbot Technologies LP | 47,425 | $787.3 萬 | 0.25% | +38,837+452.2% | 加碼 |
| FourThought Financial Partners, LLC | 47,493 | $788.4 萬 | 0.82% | −811−1.7% | 減碼 |
| Harber Asset Management LLC | 47,785 | $793.2 萬 | 2.82% | −69,521−59.3% | 減碼 |
| Delphi Financial Group, Inc. | 47,830 | $794.0 萬 | 4.79% | 00.0% | 不變 |
| D.A. Davidson & Co. | 47,932 | $795.7 萬 | 0.06% | +6,255+15.0% | 加碼 |
| Henry James International Management, Inc. | 48,193 | $800.0 萬 | 2.74% | −3,644−7.0% | 減碼 |
| Renaissance Group LLC | 48,210 | $800.3 萬 | 0.35% | −8,426−14.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 48,340 | $802.4 萬 | 0.06% | −538−1.1% | 減碼 |