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 |
|---|---|---|---|---|---|
| Causeway Capital Management LLC | 519,645 | $8,626 萬 | 1.80% | −9,419−1.8% | 減碼 |
| Cetera Investment Advisers | 516,186 | $8,569 萬 | 0.17% | +21,458+4.3% | 加碼 |
| TD Asset Management Inc | 515,129 | $8,551 萬 | 0.08% | −63,838−11.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 506,870 | $8,414 萬 | 0.06% | −16,229−3.1% | 減碼 |
| Capital International Inc | 506,178 | $8,403 萬 | 1.02% | −23,342−4.4% | 減碼 |
| Two Sigma Investments, LP | 503,155 | $8,352 萬 | 0.18% | +197,863+64.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 502,410 | $8,340 萬 | 0.52% | +258,452+105.9% | 加碼 |
| Tredje AP-fonden | 498,730 | $8,279 萬 | 0.77% | −400,476−44.5% | 減碼 |
| Creative Planning | 498,284 | $8,272 萬 | 0.08% | +28,340+6.0% | 加碼 |
| Lansdowne Partners (UK) LLP | 498,017 | $8,267 萬 | 11.71% | −1,164,060−70.0% | 減碼 |
| Parnassus Investments | 487,374 | $8,090 萬 | 0.19% | +1,183+0.2% | 加碼 |
| Cookson Peirce & Co Inc | 484,184 | $8,037 萬 | 4.04% | −2,265−0.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 483,191 | $8,013 萬 | 0.26% | −58,550−10.8% | 減碼 |
| Simplex Trading, LLC | 480,522 | $7,977 萬 | 2.83% | +451,305+1,544.7% | 加碼 |
| SG Americas Securities, LLC | 473,625 | $7,862 萬 | 0.27% | +16,051+3.5% | 加碼 |
| Blue Whale Capital LLP | 469,033 | $7,786 萬 | 6.30% | −171,928−26.8% | 減碼 |
| Pictet & Cie (Europe) SA | 456,647 | $7,580 萬 | 1.81% | +8,846+2.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 535,471 | $7,570 萬 | 0.16% | +83,573+18.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 450,390 | $7,476 萬 | 0.19% | +130,551+40.8% | 加碼 |
| Phoenix Holdings Ltd. | 446,078 | $7,430 萬 | 1.14% | −13,428−2.9% | 減碼 |
| Spear Holdings RSC Ltd | 446,376 | $7,410 萬 | 5.70% | +446,376 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 442,571 | $7,343 萬 | 2.15% | +29,662+7.2% | 加碼 |
| North of South Capital LLP | 440,807 | $7,317 萬 | 8.17% | −75,597−14.6% | 減碼 |
| Handelsbanken Fonder AB | 435,280 | $7,226 萬 | 0.30% | −307,720−41.4% | 減碼 |
| Walleye Trading LLC | 428,664 | $7,116 萬 | 2.02% | +252,997+144.0% | 加碼 |
| Maplelane Capital, LLC | 427,000 | $7,088 萬 | 6.61% | +281,476+193.4% | 加碼 |
| MML Investors Services, LLC | 423,822 | $7,035 萬 | 0.23% | +24,463+6.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 421,680 | $7,023 萬 | 0.92% | +421,680 | 新進 |
| Evelyn Partners Investment Management LLP | 418,713 | $6,951 萬 | 2.31% | +24,123+6.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,000 | $6,939 萬 | 0.72% | −200,000−32.4% | 減碼 |
| Assetmark, Inc | 414,011 | $6,873 萬 | 0.19% | +28,577+7.4% | 加碼 |
| Truist Financial Corp | 413,274 | $6,860 萬 | 0.11% | −8,189−1.9% | 減碼 |
| DJE Kapital AG | 418,718 | $6,785 萬 | 2.01% | −24,216−5.5% | 減碼 |
| Boston Common Asset Management, LLC | 402,528 | $6,682 萬 | 2.03% | −36,928−8.4% | 減碼 |
| Commonwealth Equity Services, LLC | 400,207 | $6,643 萬 | 0.09% | +40,917+11.4% | 加碼 |
| Mairs & Power Inc | 397,657 | $6,601 萬 | 0.69% | +397,657 | 新進 |
| Guinness Asset Management LTD | 394,273 | $6,540 萬 | 1.24% | +12,034+3.1% | 加碼 |
| Chicago Capital, LLC | 391,584 | $6,500 萬 | 1.84% | +8,211+2.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 387,392 | $6,431 萬 | 0.66% | +91,848+31.1% | 加碼 |
| Standard Life Aberdeen plc | 382,478 | $6,349 萬 | 0.12% | +28,668+8.1% | 加碼 |
| Kinetic Partners Management, LP | 381,954 | $6,340 萬 | 4.55% | +89,100+30.4% | 加碼 |
| Johnson Investment Counsel Inc | 381,322 | $6,330 萬 | 0.61% | +13,447+3.7% | 加碼 |
| Hardman Johnston Global Advisors LLC | 380,255 | $6,312 萬 | 3.02% | −1,177−0.3% | 減碼 |
| Public Sector Pension Investment Board | 379,952 | $6,307 萬 | 0.27% | −114,810−23.2% | 減碼 |
| Mariner, LLC | 373,193 | $6,194 萬 | 0.10% | +150,245+67.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 372,400 | $6,182 萬 | 0.53% | 00.0% | 不變 |
| US Bancorp | 371,942 | $6,174 萬 | 0.08% | −36,348−8.9% | 減碼 |
| Rhumbline Advisers | 363,328 | $6,031 萬 | 0.06% | −47,486−11.6% | 減碼 |
| Strategy Capital LLC | 362,230 | $6,013 萬 | 5.64% | −17,277−4.6% | 減碼 |
| Janney Montgomery Scott LLC | 359,643 | $5,970 萬 | 0.17% | +27,445+8.3% | 加碼 |
| CI Private Wealth, LLC | 358,734 | $5,956 萬 | 0.10% | −19,779−5.2% | 減碼 |
| IMC-Chicago, LLC | 352,536 | $5,852 萬 | 2.27% | +352,536 | 新進 |
| Suvretta Capital Management, LLC | 350,514 | $5,819 萬 | 2.35% | +4,602+1.3% | 加碼 |
| Walleye Capital LLC | 343,812 | $5,707 萬 | 0.63% | +119,636+53.4% | 加碼 |
| Squarepoint Ops LLC | 342,286 | $5,682 萬 | 0.14% | +50,512+17.3% | 加碼 |
| Groupe la Francaise | 334,259 | $5,649 萬 | 1.20% | +22,758+7.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 339,819 | $5,641 萬 | 0.45% | −9,972−2.9% | 減碼 |
| Mondrian Investment Partners LTD | 335,675 | $5,572 萬 | 0.95% | −4,124−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 332,954 | $5,527 萬 | 0.05% | −10,933−3.2% | 減碼 |
| HughesLittle Investment Management Ltd. | 331,045 | $5,495 萬 | 11.46% | +18,610+6.0% | 加碼 |
| BlueCrest Capital Management Ltd | 330,093 | $5,480 萬 | 8.74% | +330,093 | 新進 |
| Ninety One North America, Inc. | 329,961 | $5,477 萬 | 3.69% | −89,124−21.3% | 減碼 |
| Scotia Capital Inc. | 323,728 | $5,374 萬 | 0.29% | −21,590−6.3% | 減碼 |
| Itau Unibanco Holding S.A. | 319,795 | $5,309 萬 | 2.05% | +72,117+29.1% | 加碼 |
| Light Street Capital Management, LLC | 319,745 | $5,308 萬 | 17.19% | −21,409−6.3% | 減碼 |
| Generate Investment Management Ltd | 316,025 | $5,246 萬 | 3.68% | +122,349+63.2% | 加碼 |
| Diamond Hill Capital Management Inc | 314,164 | $5,215 萬 | 0.24% | +67,894+27.6% | 加碼 |
| Vident Advisory, LLC | 313,708 | $5,208 萬 | 0.76% | +30,094+10.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 312,559 | $5,188 萬 | 0.92% | +2,659+0.9% | 加碼 |
| Corvex Management LP | 310,354 | $5,152 萬 | 2.00% | +109,500+54.5% | 加碼 |
| Schwartz Investment Counsel Inc | 309,250 | $5,134 萬 | 1.76% | +33,000+11.9% | 加碼 |
| M&G Plc | 306,408 | $5,086 萬 | 0.24% | +61,460+25.1% | 加碼 |
| Advisor Group Holdings, Inc. | 299,726 | $4,977 萬 | 0.11% | +37,261+14.2% | 加碼 |
| Nomura Asset Management Co Ltd | 298,602 | $4,957 萬 | 0.15% | +9,408+3.3% | 加碼 |
| Alberta Investment Management Corp | 293,607 | $4,874 萬 | 0.33% | +154,022+110.3% | 加碼 |
| Tairen Capital Ltd | 290,650 | $4,825 萬 | 3.19% | +290,650 | 新進 |
| McDaniel Terry & Co | 289,288 | $4,802 萬 | 4.20% | −3,383−1.2% | 減碼 |
| Dundas Partners LLP | 289,171 | $4,800 萬 | 3.53% | 00.0% | 不變 |
| Steadfast Capital Management LP | 283,600 | $4,708 萬 | 1.34% | −311,500−52.3% | 減碼 |
| Flossbach Von Storch AG | 280,996 | $4,665 萬 | 0.20% | +51,673+22.5% | 加碼 |
| Generation Investment Management LLP | 280,895 | $4,663 萬 | 0.28% | −68,865−19.7% | 減碼 |
| Wedgewood Partners Inc | 236,813 | $4,612 萬 | 9.29% | −150.0% | 減碼 |
| Perpetual Ltd | 275,409 | $4,572 萬 | 0.55% | −79,075−22.3% | 減碼 |
| Alpine Investment Management Ltd | 275,000 | $4,565 萬 | 42.42% | +125,000+83.3% | 加碼 |
| Sirios Capital Management L P | 274,334 | $4,554 萬 | 8.13% | +53,148+24.0% | 加碼 |
| Ruffer LLP | 272,911 | $4,530 萬 | 1.74% | −57,060−17.3% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 271,792 | $4,512 萬 | 0.38% | +271,792 | 新進 |
| NorthCrest Asset Manangement, LLC | 271,114 | $4,500 萬 | 1.36% | +2,883+1.1% | 加碼 |
| Modera Wealth Management, LLC | 270,712 | $4,494 萬 | 0.61% | −2,061−0.8% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 270,000 | $4,482 萬 | 0.81% | +20,000+8.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 268,976 | $4,465 萬 | 2.38% | −12,646−4.5% | 減碼 |
| FIFTHDELTA Ltd | 264,000 | $4,382 萬 | 10.97% | +229,300+660.8% | 加碼 |
| Earnest Partners LLC | 263,951 | $4,382 萬 | 0.21% | +11,972+4.8% | 加碼 |
| BLI - Banque de Luxembourg Investments | 263,600 | $4,348 萬 | 1.32% | +7,500+2.9% | 加碼 |
| J. Safra Sarasin Holding AG | 258,291 | $4,288 萬 | 0.78% | −21,959−7.8% | 減碼 |
| M&T Bank Corp | 253,257 | $4,204 萬 | 0.15% | +7,558+3.1% | 加碼 |
| National Philanthropic Trust | 252,653 | $4,194 萬 | 0.68% | −538,948−68.1% | 減碼 |
| Fernbridge Capital Management LP | 252,242 | $4,187 萬 | 2.32% | +125,031+98.3% | 加碼 |
| Benchstone Capital Management LP | 251,174 | $4,169 萬 | 4.43% | +113,137+82.0% | 加碼 |
| Hosking Partners LLP | 250,911 | $4,165 萬 | 1.76% | −2,138−0.8% | 減碼 |