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 3,586 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,466,059 | $2.43 億 | 0.09% | +169,321+13.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,458,136 | $2.42 億 | 4.36% | +218,679+17.6% | 加碼 |
| Great West Life Assurance Co | 1,455,197 | $2.42 億 | 0.43% | −133,040−8.4% | 減碼 |
| Skye Global Management LP | 1,456,000 | $2.42 億 | 6.42% | +744,000+104.5% | 加碼 |
| Legal & General Group Plc | 1,454,293 | $2.41 億 | 0.07% | +55,464+4.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,358,317 | $2.26 億 | 3.18% | +482,561+55.1% | 加碼 |
| Himension Fund | 1,352,182 | $2.24 億 | 19.16% | +238,589+21.4% | 加碼 |
| Martin Currie Ltd | 1,302,777 | $2.16 億 | 8.72% | −620,588−32.3% | 減碼 |
| Qube Research & Technologies Ltd | 1,295,682 | $2.15 億 | 0.33% | +309,189+31.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,339,479 | $2.14 億 | 0.42% | +11,693+0.9% | 加碼 |
| Manning & Napier Advisors LLC | 1,257,927 | $2.09 億 | 2.58% | +195,467+18.4% | 加碼 |
| Rafferty Asset Management, LLC | 1,245,451 | $2.07 億 | 0.88% | −176,324−12.4% | 減碼 |
| Kempen Capital Management N.V. | 1,242,183 | $2.06 億 | 2.15% | +129,096+11.6% | 加碼 |
| Balyasny Asset Management LLC | 1,235,838 | $2.05 億 | 0.51% | −965,935−43.9% | 減碼 |
| Neuberger Berman Group LLC | 1,228,648 | $2.04 億 | 0.17% | −121,596−9.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,220,284 | $2.03 億 | 0.54% | −113,891−8.5% | 減碼 |
| State Street Corp | 1,212,172 | $2.02 億 | 0.01% | −61,572−4.8% | 減碼 |
| Public Employees Retirement System of Ohio | 1,214,983 | $2.02 億 | 0.73% | +1,214,983 | 新進 |
| 1832 Asset Management L.P. | 1,211,724 | $2.01 億 | 0.38% | −645,140−34.7% | 減碼 |
| New York State Common Retirement Fund | 1,187,986 | $1.97 億 | 0.29% | +26,111+2.2% | 加碼 |
| CIBC World Markets Inc. | 1,186,805 | $1.97 億 | 0.45% | +47,531+4.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,166,699 | $1.94 億 | 0.38% | +308,354+35.9% | 加碼 |
| Credit Agricole S A | 1,136,349 | $1.89 億 | 0.71% | +169,227+17.5% | 加碼 |
| FIL Ltd | 1,136,313 | $1.89 億 | 0.18% | −1,909,258−62.7% | 減碼 |
| Hudson Bay Capital Management LP | 1,106,199 | $1.84 億 | 1.16% | +86,887+8.5% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,096,731 | $1.82 億 | 1.18% | −400,000−26.7% | 減碼 |
| Axiom Investors LLC | 1,077,954 | $1.79 億 | 1.72% | −1,331,171−55.3% | 減碼 |
| Intermede Investment Partners Ltd | 1,068,022 | $1.77 億 | 5.58% | −187,192−14.9% | 減碼 |
| Deutsche Bank AG | 1,066,255 | $1.77 億 | 0.07% | −115,057−9.7% | 減碼 |
| Susquehanna Advisors Group, Inc. | 1,040,000 | $1.73 億 | 11.01% | +1,040,000 | 新進 |
| Locust Wood Capital Advisers, LLC | 1,033,967 | $1.72 億 | 5.99% | +54,602+5.6% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,018,750 | $1.69 億 | 1.69% | −51,937−4.9% | 減碼 |
| Ci Investments Inc. | 1,005,985 | $1.67 億 | 0.71% | −6,871−0.7% | 減碼 |
| Dorsal Capital Management, LLC | 1,000,000 | $1.66 億 | 5.36% | +550,000+122.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 998,797 | $1.66 億 | 0.09% | +10,190+1.0% | 加碼 |
| First Trust Advisors LP | 997,103 | $1.66 億 | 0.15% | +46,963+4.9% | 加碼 |
| Allianz Asset Management GmbH | 983,645 | $1.63 億 | 0.24% | −37,824−3.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 967,851 | $1.61 億 | 1.57% | +141,247+17.1% | 加碼 |
| XN LP | 965,398 | $1.60 億 | 7.29% | +849,729+734.6% | 加碼 |
| Stockbridge Partners LLC | 941,661 | $1.56 億 | 3.46% | +941,661 | 新進 |
| Trinity Street Asset Management LLP | 940,005 | $1.56 億 | 15.79% | −7,800−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 922,352 | $1.53 億 | 0.96% | +54,240+6.2% | 加碼 |
| Optiver Holding B.V. | 922,238 | $1.53 億 | 5.91% | +608,827+194.3% | 加碼 |
| Nomura Holdings Inc | 912,911 | $1.52 億 | 0.81% | +327,028+55.8% | 加碼 |
| Stifel Financial Corp | 897,473 | $1.49 億 | 0.16% | −18,755−2.0% | 減碼 |
| DnB Asset Management AS | 886,278 | $1.47 億 | 0.68% | −46,011−4.9% | 減碼 |
| Nordea Investment Management AB | 857,438 | $1.40 億 | 0.15% | −128,626−13.0% | 減碼 |
| Waverton Investment Management Ltd | 839,779 | $1.39 億 | 2.16% | −34,185−3.9% | 減碼 |
| HighTower Advisors, LLC | 821,594 | $1.36 億 | 0.19% | +21,692+2.7% | 加碼 |
| C WorldWide Group Holding A/S | 818,416 | $1.36 億 | 1.69% | +49,974+6.5% | 加碼 |
| AXA S.A. | 816,800 | $1.36 億 | 0.45% | −78,361−8.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 814,495 | $1.35 億 | 4.36% | +612,128+302.5% | 加碼 |
| Millennium Management LLC | 810,150 | $1.34 億 | 0.13% | −1,065,190−56.8% | 減碼 |
| Scge Management, L.P. | 801,000 | $1.33 億 | 3.83% | +268,000+50.3% | 加碼 |
| Bessemer Group Inc | 797,676 | $1.32 億 | 0.24% | +366,740+85.1% | 加碼 |
| SRS Investment Management, LLC | 792,859 | $1.32 億 | 1.76% | +24,832+3.2% | 加碼 |
| Rathbone Brothers plc | 778,557 | $1.29 億 | 0.62% | +111,975+16.8% | 加碼 |
| Thornburg Investment Management Inc | 771,676 | $1.28 億 | 1.79% | −77,013−9.1% | 減碼 |
| Epoch Investment Partners, Inc. | 770,758 | $1.28 億 | 0.66% | +281,988+57.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 754,800 | $1.25 億 | 0.53% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 736,655 | $1.22 億 | 0.24% | −131,178−15.1% | 減碼 |
| Loomis Sayles & Co L P | 722,643 | $1.20 億 | 0.17% | −466,406−39.2% | 減碼 |
| Marsico Capital Management LLC | 720,267 | $1.20 億 | 4.10% | −145,391−16.8% | 減碼 |
| Bank of Montreal | 703,478 | $1.17 億 | 0.06% | −168,264−19.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 678,825 | $1.13 億 | 0.13% | −18,635−2.7% | 減碼 |
| ARGA Investment Management, LP | 675,497 | $1.12 億 | 3.75% | −102,497−13.2% | 減碼 |
| La Banque Postale Asset Management SA | 675,316 | $1.12 億 | 1.73% | −36,644−5.1% | 減碼 |
| Westfield Capital Management Co LP | 655,367 | $1.09 億 | 0.53% | −148,319−18.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 649,777 | $1.08 億 | 0.66% | +57,717+9.7% | 加碼 |
| Bamco Inc | 643,097 | $1.07 億 | 0.31% | −233,956−26.7% | 減碼 |
| TOMS Capital Investment Management LP | 643,000 | $1.07 億 | 7.90% | +208,000+47.8% | 加碼 |
| Geode Capital Management, LLC | 633,039 | $1.05 億 | 0.01% | +4,550+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 632,806 | $1.05 億 | 0.26% | +28,080+4.6% | 加碼 |
| Noked Israel Ltd | 628,450 | $1.04 億 | 23.92% | +160,550+34.3% | 加碼 |
| Quilter Plc | 624,885 | $1.04 億 | 2.15% | +31,551+5.3% | 加碼 |
| Metropolis Capital Ltd | 623,621 | $1.04 億 | 3.85% | +240,069+62.6% | 加碼 |
| Samlyn Capital, LLC | 617,693 | $1.03 億 | 1.69% | +617,693 | 新進 |
| Summitry LLC | 611,456 | $1.02 億 | 5.13% | −24,023−3.8% | 減碼 |
| AustralianSuper Pty Ltd | 605,348 | $1.00 億 | 0.57% | −807,352−57.1% | 減碼 |
| Federated Hermes, Inc. | 600,826 | $9,974 萬 | 0.22% | +62,938+11.7% | 加碼 |
| Banque Pictet & Cie SA | 600,016 | $9,960 萬 | 1.06% | −35,140−5.5% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 598,780 | $9,940 萬 | 3.33% | +491,265+456.9% | 加碼 |
| Union Bancaire Privee, UBP SA | 606,531 | $9,924 萬 | 1.94% | +144,140+31.2% | 加碼 |
| Clark Capital Management Group, Inc. | 582,029 | $9,662 萬 | 0.69% | +1,103+0.2% | 加碼 |
| LGT Capital Partners Ltd. | 581,343 | $9,650 萬 | 4.29% | −118,787−17.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 570,057 | $9,462 萬 | 0.20% | +501,002+725.5% | 加碼 |
| Cerity Partners LLC | 568,710 | $9,441 萬 | 0.19% | +66,424+13.2% | 加碼 |
| Sustainable Growth Advisers, LP | 554,775 | $9,209 萬 | 0.51% | +298,931+116.8% | 加碼 |
| Kames Capital plc | 550,935 | $9,138 萬 | 1.33% | −41,549−7.0% | 減碼 |
| Renaissance Technologies LLC | 542,820 | $9,011 萬 | 0.14% | −1,086,422−66.7% | 減碼 |
| Bahl & Gaynor Inc | 536,913 | $8,913 萬 | 0.45% | +371,128+223.9% | 加碼 |
| Citadel Advisors LLC | 534,794 | $8,878 萬 | 0.09% | −687,181−56.2% | 減碼 |
| Avala Global LP | 533,284 | $8,853 萬 | 6.04% | +55,000+11.5% | 加碼 |
| Analog Century Management LP | 529,457 | $8,789 萬 | 7.12% | +22,594+4.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 528,878 | $8,779 萬 | 0.38% | +199,555+60.6% | 加碼 |
| Montrusco Bolton Investments Inc. | 553,987 | $8,737 萬 | 1.15% | +69,435+14.3% | 加碼 |
| Altshuler Shaham Ltd | 525,912 | $8,730 萬 | 2.12% | +516,350+5,400.0% | 加碼 |
| Whale Rock Capital Management LLC | 524,453 | $8,706 萬 | 1.51% | +274,580+109.9% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 521,516 | $8,657 萬 | 1.71% | +178,488+52.0% | 加碼 |
| Aviva PLC | 521,204 | $8,652 萬 | 0.21% | −42,614−7.6% | 減碼 |