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 |
|---|---|---|---|---|---|
| Channing Global Advisors, LLC | 48,503 | $805.1 萬 | 5.48% | +3,942+8.8% | 加碼 |
| Bleakley Financial Group, LLC | 48,891 | $811.6 萬 | 0.26% | +6,673+15.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,094 | $815.0 萬 | 0.09% | −6,983−12.5% | 減碼 |
| Integrated Quantitative Investments LLC | 49,100 | $815.1 萬 | 4.02% | −7,500−13.3% | 減碼 |
| SIH Partners, LLLP | 49,616 | $823.6 萬 | 0.72% | −63,131−56.0% | 減碼 |
| Sandy Spring Bank | 49,701 | $825.0 萬 | 0.35% | +1,197+2.5% | 加碼 |
| Interval Partners, LP | 50,000 | $830.0 萬 | 0.29% | +19,674+64.9% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 50,140 | $832.3 萬 | 4.25% | +6,100+13.9% | 加碼 |
| Oak Grove Capital LLC | 50,155 | $832.6 萬 | 1.99% | +50,155 | 新進 |
| Whittier Trust Co | 50,596 | $839.9 萬 | 0.12% | +1,017+2.1% | 加碼 |
| RNC Capital Management LLC | 50,597 | $839.9 萬 | 0.43% | −47−0.1% | 減碼 |
| Eagle Global Advisors LLC | 50,631 | $840.5 萬 | 0.35% | −1,405−2.7% | 減碼 |
| Totem Point Management, LLC | 50,744 | $842.4 萬 | 10.38% | −7,272−12.5% | 減碼 |
| Berkshire Capital Holdings Inc | 50,920 | $845.3 萬 | 4.04% | −33,440−39.6% | 減碼 |
| Zions Bancorporation, National Association | 51,052 | $847.5 萬 | 0.53% | +51,052 | 新進 |
| DSG Capital Advisors, LLC | 51,233 | $850.5 萬 | 1.72% | −30−0.1% | 減碼 |
| Commerce Bank | 51,938 | $862.2 萬 | 0.06% | −801−1.5% | 減碼 |
| Banque Cantonale Vaudoise | 51,954 | $862.5 萬 | 0.38% | +51,954 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,000 | $863.2 萬 | 0.02% | −13,000−20.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 52,094 | $864.8 萬 | 0.14% | +2,043+4.1% | 加碼 |
| Adell Harriman & Carpenter Inc | 52,307 | $868.3 萬 | 0.65% | +14,417+38.0% | 加碼 |
| Marathon Asset Mgmt Ltd | 52,253 | $870.2 萬 | 0.27% | 00.0% | 不變 |
| Kingdon Capital Management, L.L.C. | 52,500 | $871.5 萬 | 1.81% | −22,500−30.0% | 減碼 |
| Montag A & Associates Inc | 52,391 | $873.1 萬 | 0.44% | +6,895+15.2% | 加碼 |
| Partners Capital Investment Group, LLP | 52,823 | $876.9 萬 | 0.15% | +23,891+82.6% | 加碼 |
| Quadrant Capital Group LLC | 53,051 | $880.7 萬 | 0.33% | −2,669−4.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 53,174 | $882.7 萬 | 0.70% | +36+0.1% | 加碼 |
| Paragon Advisors, LLC | 53,178 | $882.8 萬 | 3.34% | +9,401+21.5% | 加碼 |
| Headlands Technologies LLC | 53,952 | $895.6 萬 | 1.02% | +46,507+624.7% | 加碼 |
| Eagle Rock Investment Company, LLC | 53,987 | $896.2 萬 | 1.54% | −1,182−2.1% | 減碼 |
| Credit Capital Investments LLC | 54,300 | $901.4 萬 | 15.46% | −7,550−12.2% | 減碼 |
| Stephens Inc | 54,645 | $907.1 萬 | 0.13% | −9,043−14.2% | 減碼 |
| Adviser Investments LLC | 55,572 | $922.5 萬 | 0.12% | +966+1.8% | 加碼 |
| Litman Gregory Asset Management LLC | 55,679 | $924.3 萬 | 0.79% | −581−1.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 56,343 | $935.3 萬 | 0.04% | −39,921−41.5% | 減碼 |
| Contravisory Investment Management, Inc. | 56,394 | $936.1 萬 | 1.97% | −2,072−3.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 56,510 | $937.9 萬 | 0.25% | −19,469−25.6% | 減碼 |
| Mackenzie Financial Corp | 56,947 | $945.3 萬 | 0.01% | −11,788−17.1% | 減碼 |
| Triavera Capital LLC | 57,233 | $950.1 萬 | 5.84% | +5,236+10.1% | 加碼 |
| Albar Capital Partners LLP | 57,281 | $950.9 萬 | 4.32% | −275,647−82.8% | 減碼 |
| Trust Co of Vermont | 57,388 | $952.6 萬 | 0.48% | +8,913+18.4% | 加碼 |
| M. Kulyk & Associates, LLC | 57,417 | $953.1 萬 | 2.18% | −685−1.2% | 減碼 |
| Tenere Capital LLC | 57,500 | $954.5 萬 | 2.63% | +3,653+6.8% | 加碼 |
| Altrafin AG | 57,503 | $954.5 萬 | 3.71% | +980+1.7% | 加碼 |
| Pensionmark Financial Group, LLC | 57,782 | $959.2 萬 | 0.25% | +5,218+9.9% | 加碼 |
| AI-Squared Management Ltd | 57,895 | $961.1 萬 | 12.58% | +34,300+145.4% | 加碼 |
| Thrivent Financial for Lutherans | 49,326 | $962.0 萬 | 0.02% | −475,240−90.6% | 減碼 |
| Unisphere Establishment | 58,000 | $962.8 萬 | 0.08% | −8,000−12.1% | 減碼 |
| Honeycomb Asset Management LP | 58,000 | $962.8 萬 | 4.60% | +58,000 | 新進 |
| Annex Advisory Services, LLC | 58,008 | $962.9 萬 | 0.27% | +4,858+9.1% | 加碼 |
| China Universal Asset Management Co., Ltd. | 58,100 | $967.7 萬 | 0.90% | −21,672−27.2% | 減碼 |
| Timber Creek Capital Management LLC | 58,838 | $976.7 萬 | 2.60% | −74−0.1% | 減碼 |
| Stenahm Asset Managment Ltd | 58,920 | $978.1 萬 | 3.98% | +58,920 | 新進 |
| Summit Financial, LLC | 58,957 | $978.7 萬 | 0.27% | +21,375+56.9% | 加碼 |
| Signaturefd, LLC | 59,219 | $983.0 萬 | 0.19% | −180.0% | 減碼 |
| Private Advisory Group LLC | 59,289 | $984.2 萬 | 1.12% | +8,623+17.0% | 加碼 |
| Texas Yale Capital Corp. | 59,497 | $987.7 萬 | 0.41% | −2,903−4.7% | 減碼 |
| Cresset Asset Management, LLC | 59,448 | $990.9 萬 | 0.05% | −5,252−8.1% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 59,755 | $991.9 萬 | 1.63% | +4,334+7.8% | 加碼 |
| Bremer Bank National Association | 59,832 | $993.2 萬 | 1.77% | +1,977+3.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 59,995 | $995.9 萬 | 0.26% | −2,400−3.8% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $996.0 萬 | 0.87% | 00.0% | 不變 |
| Claudia M.P. Batlle, CRP (R) LLC | 60,264 | $1,000 萬 | 2.43% | +4,810+8.7% | 加碼 |
| CIBC Asset Management Inc | 61,090 | $1,014 萬 | 0.03% | −8,583−12.3% | 減碼 |
| Melqart Asset Management (UK) Ltd | 61,217 | $1,016 萬 | 1.37% | +61,217 | 新進 |
| Fifth Third Bancorp | 61,548 | $1,022 萬 | 0.04% | −1,172−1.9% | 減碼 |
| Armistice Capital, LLC | 62,000 | $1,029 萬 | 0.28% | +12,000+24.0% | 加碼 |
| Point72 (DIFC) Ltd | 62,019 | $1,030 萬 | 0.99% | −47,201−43.2% | 減碼 |
| Evergreen Capital Management LLC | 61,996 | $1,033 萬 | 0.35% | −18,142−22.6% | 減碼 |
| Hodges Capital Management Inc. | 62,739 | $1,042 萬 | 1.05% | −33,094−34.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 62,966 | $1,045 萬 | 0.20% | +699+1.1% | 加碼 |
| Maxi Investments CY Ltd | 63,201 | $1,049 萬 | 2.09% | +26,419+71.8% | 加碼 |
| Prospera Financial Services Inc | 63,286 | $1,051 萬 | 0.24% | +3,503+5.9% | 加碼 |
| Castleark Management LLC | 64,030 | $1,063 萬 | 0.37% | +13,250+26.1% | 加碼 |
| Hamilton Wealth, LLC | 64,187 | $1,066 萬 | 2.57% | +493+0.8% | 加碼 |
| Resources Investment Advisors, LLC. | 64,295 | $1,067 萬 | 0.13% | −2,806−4.2% | 減碼 |
| Park Avenue Securities LLC | 64,550 | $1,072 萬 | 0.13% | +2,562+4.1% | 加碼 |
| Lyell Wealth Management, LP | 64,755 | $1,075 萬 | 1.00% | +2,802+4.5% | 加碼 |
| Daiwa Securities Group Inc. | 64,917 | $1,078 萬 | 0.05% | +5,824+9.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 65,689 | $1,090 萬 | 0.28% | +36,362+124.0% | 加碼 |
| Exchange Traded Concepts, LLC | 65,828 | $1,093 萬 | 0.20% | +9,731+17.3% | 加碼 |
| Ironvine Capital Partners, LLC | 66,005 | $1,096 萬 | 1.19% | +13,862+26.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 66,146 | $1,096 萬 | 0.12% | +12,858+24.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 66,240 | $1,100 萬 | 0.25% | +14,429+27.8% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 66,300 | $1,101 萬 | 5.47% | −37,680−36.2% | 減碼 |
| Ritholtz Wealth Management | 66,498 | $1,104 萬 | 0.33% | −3,173−4.6% | 減碼 |
| Qtron Investments LLC | 66,772 | $1,108 萬 | 1.66% | +3,183+5.0% | 加碼 |
| Nicola Wealth Management Ltd. | 67,000 | $1,112 萬 | 1.08% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 67,443 | $1,120 萬 | 1.03% | +1,758+2.7% | 加碼 |
| Ethic Inc. | 66,852 | $1,127 萬 | 0.23% | +2,034+3.1% | 加碼 |
| NewEdge Wealth, LLC | 67,962 | $1,128 萬 | 0.20% | +13,003+23.7% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 68,149 | $1,131 萬 | 0.67% | +61,386+907.7% | 加碼 |
| CastleKnight Management LP | 68,200 | $1,132 萬 | 1.21% | +24,700+56.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 68,432 | $1,136 萬 | 0.08% | −3,480−4.8% | 減碼 |
| Cambiar Investors LLC | 68,460 | $1,136 萬 | 0.48% | −3,292−4.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 68,613 | $1,139 萬 | 0.75% | +14,742+27.4% | 加碼 |
| Generali Asset Management SPA SGR | 69,388 | $1,152 萬 | 0.28% | +69,388 | 新進 |
| SeaBridge Investment Advisors LLC | 69,871 | $1,160 萬 | 2.50% | −13,076−15.8% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 70,101 | $1,163 萬 | 0.96% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 70,127 | $1,164 萬 | 0.18% | −12,954−15.6% | 減碼 |