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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 70,828 | $1,176 萬 | 0.20% | −11,984−14.5% | 減碼 |
| Oak Family Advisors, LLC | 71,108 | $1,180 萬 | 4.90% | +887+1.3% | 加碼 |
| Flputnam Investment Management Co | 71,556 | $1,188 萬 | 0.22% | +8,488+13.5% | 加碼 |
| United Capital Financial Advisers, LLC | 71,710 | $1,190 萬 | 0.10% | −10,506−12.8% | 減碼 |
| Overbrook Management Corp | 72,375 | $1,201 萬 | 2.82% | +11,088+18.1% | 加碼 |
| Horiko Capital Management LLC | 72,513 | $1,204 萬 | 3.54% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 73,285 | $1,204 萬 | 2.23% | +51,710+239.7% | 加碼 |
| GuoLine Advisory Pte Ltd | 73,000 | $1,212 萬 | 1.28% | +73,000 | 新進 |
| Zweig-DiMenna Associates LLC | 73,135 | $1,214 萬 | 1.94% | −46,742−39.0% | 減碼 |
| Forge First Asset Management Inc. | 73,370 | $1,218 萬 | 5.30% | −3,000−3.9% | 減碼 |
| In-Depth Partners, LLC | 73,757 | $1,224 萬 | 14.05% | +19,547+36.1% | 加碼 |
| HM Payson & Co | 74,002 | $1,228 萬 | 0.22% | −305−0.4% | 減碼 |
| Wahed Invest LLC | 74,198 | $1,232 萬 | 2.13% | +2,181+3.0% | 加碼 |
| CAPROCK Group, Inc. | 73,905 | $1,232 萬 | 0.38% | +8,374+12.8% | 加碼 |
| Roundview Capital LLC | 74,247 | $1,232 萬 | 0.89% | +1,775+2.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 74,439 | $1,236 萬 | 0.49% | −22,204−23.0% | 減碼 |
| GAM Holding AG | 74,484 | $1,236 萬 | 0.96% | +1,353+1.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 75,384 | $1,251 萬 | 0.15% | +2,298+3.1% | 加碼 |
| Advisory Services Network, LLC | 75,421 | $1,252 萬 | 0.24% | +9,629+14.6% | 加碼 |
| HAP Trading, LLC | 75,827 | $1,259 萬 | 4.48% | +75,827 | 新進 |
| Polymer Capital Management (HK) LTD | 76,448 | $1,269 萬 | 2.20% | −10,045−11.6% | 減碼 |
| Pittenger & Anderson Inc | 77,159 | $1,281 萬 | 0.47% | +9,327+13.8% | 加碼 |
| Copeland Capital Management, LLC | 77,386 | $1,285 萬 | 0.26% | +2,773+3.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 77,987 | $1,295 萬 | 0.11% | +19,889+34.2% | 加碼 |
| JustInvest LLC | 78,193 | $1,298 萬 | 0.19% | +4,570+6.2% | 加碼 |
| LGT Fund Management Co Ltd. | 78,446 | $1,302 萬 | 1.17% | −12,508−13.8% | 減碼 |
| Pelham Capital Ltd. | 78,568 | $1,304 萬 | 7.89% | +54+0.1% | 加碼 |
| Wolverine Trading, LLC | 79,365 | $1,312 萬 | 0.42% | −263,359−76.8% | 減碼 |
| Glenmede Trust Co NA | 79,638 | $1,322 萬 | 0.07% | +2,603+3.4% | 加碼 |
| 7G Capital Management, LLC | 80,000 | $1,328 萬 | 11.38% | +31,500+64.9% | 加碼 |
| Kamunting Street Capital Management, L.P. | 80,000 | $1,328 萬 | 8.90% | +80,000 | 新進 |
| DuPont Capital Management Corp | 80,056 | $1,329 萬 | 1.47% | −3,764−4.5% | 減碼 |
| Acadian Asset Management LLC | 81,152 | $1,347 萬 | 0.04% | −175−0.2% | 減碼 |
| Aperture Investors, LLC | 81,526 | $1,353 萬 | 2.06% | −29,761−26.7% | 減碼 |
| Loup Funds, LLC | 81,632 | $1,355 萬 | 5.73% | −922−1.1% | 減碼 |
| Perseverance Asset Management International | 82,000 | $1,361 萬 | 1.78% | +72,000+720.0% | 加碼 |
| Davenport & Co LLC | 83,353 | $1,384 萬 | 0.08% | −46−0.1% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 83,802 | $1,391 萬 | 3.35% | +2,214+2.7% | 加碼 |
| Private Advisor Group, LLC | 83,853 | $1,392 萬 | 0.08% | +3,185+3.9% | 加碼 |
| Advisory Research Inc | 83,870 | $1,392 萬 | 2.45% | −6,403−7.1% | 減碼 |
| Penserra Capital Management LLC | 84,028 | $1,395 萬 | 0.25% | +19,709+30.6% | 加碼 |
| Stonegate Investment Group, LLC | 85,409 | $1,418 萬 | 0.38% | +1,301+1.5% | 加碼 |
| Colony Group, LLC | 85,784 | $1,424 萬 | 0.04% | +5,659+7.1% | 加碼 |
| Eldred Rock Partners, LLC | 86,474 | $1,434 萬 | 4.38% | −15,376−15.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 86,841 | $1,444 萬 | 0.17% | +17,939+26.0% | 加碼 |
| Captrust Financial Advisors | 87,622 | $1,455 萬 | 0.04% | +6,793+8.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 87,687 | $1,456 萬 | 0.54% | +1,184+1.4% | 加碼 |
| Everett Harris & Co | 88,067 | $1,462 萬 | 0.19% | −153−0.2% | 減碼 |
| Untitled Investments LP | 88,190 | $1,464 萬 | 4.15% | +88,190 | 新進 |
| SBI Securities Co., Ltd. | 88,994 | $1,477 萬 | 0.49% | −6,536−6.8% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 89,067 | $1,479 萬 | 1.32% | −12,508−12.3% | 減碼 |
| Jordan Park Group LLC | 89,537 | $1,486 萬 | 1.08% | +89,537 | 新進 |
| Symmetry Investments LP | 89,539 | $1,486 萬 | 1.34% | −116,501−56.5% | 減碼 |
| Salem Investment Counselors Inc | 89,523 | $1,487 萬 | 0.52% | +755+0.9% | 加碼 |
| Picton Mahoney Asset Management | 89,861 | $1,492 萬 | 0.51% | +7,072+8.5% | 加碼 |
| Principal Securities, Inc. | 75,580 | $1,493 萬 | 0.33% | +165+0.2% | 加碼 |
| Rokos Capital Management LLP | 90,118 | $1,495 萬 | 0.41% | +90,118 | 新進 |
| FACT Capital, LP | 91,119 | $1,513 萬 | 7.18% | 00.0% | 不變 |
| Quantinno Capital Management LP | 93,047 | $1,545 萬 | 0.10% | +27,139+41.2% | 加碼 |
| KBC Group NV | 93,805 | $1,557 萬 | 0.05% | +23,933+34.3% | 加碼 |
| Blair William & Co | 94,011 | $1,561 萬 | 0.05% | +2,415+2.6% | 加碼 |
| CMT Capital Markets Trading GmbH | 94,873 | $1,575 萬 | 6.51% | +81,277+597.8% | 加碼 |
| Hanson & Doremus Investment Management | 94,924 | $1,576 萬 | 2.30% | +2,767+3.0% | 加碼 |
| Augustine Asset Management Inc | 94,938 | $1,576 萬 | 4.61% | −25,603−21.2% | 減碼 |
| JB Capital LLC | 95,118 | $1,579 萬 | 0.87% | +213+0.2% | 加碼 |
| BW Gestao de Investimentos Ltda. | 95,200 | $1,580 萬 | 1.79% | +95,200 | 新進 |
| Meridian Investment Counsel Inc. | 95,349 | $1,583 萬 | 4.66% | −321−0.3% | 減碼 |
| Group One Trading, L.P. | 96,417 | $1,601 萬 | 0.67% | −43,621−31.1% | 減碼 |
| Farmers & Merchants Investments Inc | 96,489 | $1,602 萬 | 0.51% | +9,527+11.0% | 加碼 |
| Sava Infond d.o.o. | 96,830 | $1,607 萬 | 3.07% | −6,100−5.9% | 減碼 |
| Stony Point Capital LLC | 97,289 | $1,615 萬 | 1.75% | +97,289 | 新進 |
| SummitTX Capital, L.P. | 97,773 | $1,623 萬 | 0.72% | +97,773 | 新進 |
| Naviter Wealth, LLC | 98,095 | $1,628 萬 | 1.97% | +1,707+1.8% | 加碼 |
| Artemis Investment Management LLP | 98,988 | $1,643 萬 | 0.25% | +767+0.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 99,412 | $1,650 萬 | 0.60% | +4,300+4.5% | 加碼 |
| Victory Capital Management Inc | 99,526 | $1,652 萬 | 0.02% | −21,092−17.5% | 減碼 |
| Y.D. More Investments Ltd | 99,824 | $1,657 萬 | 1.45% | −5,709−5.4% | 減碼 |
| Southpoint Capital Advisors LP | 100,000 | $1,660 萬 | 0.40% | −525,000−84.0% | 減碼 |
| Davidson Kempner Capital Management LP | 100,000 | $1,660 萬 | 0.23% | +100,000 | 新進 |
| Greenleaf Trust | 101,658 | $1,688 萬 | 0.15% | −11,848−10.4% | 減碼 |
| Dnca Finance | 101,810 | $1,690 萬 | 1.40% | −62,220−37.9% | 減碼 |
| Jones Financial Companies LLLP | 102,709 | $1,697 萬 | 0.02% | +43,594+73.7% | 加碼 |
| Promethos Capital, LLC | 102,644 | $1,704 萬 | 6.25% | +7,840+8.3% | 加碼 |
| CCLA Investment Management Ltd | 102,799 | $1,706 萬 | 0.30% | −52,352−33.7% | 減碼 |
| Princeton Global Asset Management LLC | 103,236 | $1,714 萬 | 3.40% | −696−0.7% | 減碼 |
| LMR Partners LLP | 103,348 | $1,716 萬 | 0.34% | +97,686+1,725.3% | 加碼 |
| Meridiem Capital Partners LP | 103,583 | $1,719 萬 | 1.88% | −37,609−26.6% | 減碼 |
| Naples Global Advisors, LLC | 103,859 | $1,731 萬 | 1.64% | −2,202−2.1% | 減碼 |
| Vanguard Group Inc | 104,822 | $1,740 萬 | 0.00% | −30,782−22.7% | 減碼 |
| Dodge & Cox | 107,500 | $1,785 萬 | 0.01% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 108,945 | $1,808 萬 | 0.17% | +104,784+2,518.2% | 加碼 |
| Ardmore Road Asset Management LP | 110,000 | $1,826 萬 | 1.87% | −30,000−21.4% | 減碼 |
| Glynn Capital Management LLC | 110,743 | $1,838 萬 | 4.84% | −590−0.5% | 減碼 |
| Raub Brock Capital Management LP | 111,144 | $1,845 萬 | 4.12% | −13,220−10.6% | 減碼 |
| Firetrail Investments Pty Ltd | 110,192 | $1,849 萬 | 5.38% | +3,824+3.6% | 加碼 |
| QRG Capital Management, Inc. | 111,915 | $1,858 萬 | 0.19% | −1,128−1.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 112,053 | $1,860 萬 | 1.16% | +4,544+4.2% | 加碼 |
| Cabot Wealth Management Inc | 112,187 | $1,862 萬 | 2.37% | −7,134−6.0% | 減碼 |
| CapWealth Advisors, LLC | 112,343 | $1,865 萬 | 2.02% | +1,560+1.4% | 加碼 |
| Groupama Asset Managment | 113,306 | $1,872 萬 | 0.37% | +33,526+42.0% | 加碼 |