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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 143,659 | $2,385 萬 | 0.14% | +7,803+5.7% | 加碼 |
| Atria Investments LLC | 142,589 | $2,367 萬 | 0.30% | −6,147−4.1% | 減碼 |
| Parkwood LLC | 141,717 | $2,353 萬 | 2.30% | +141,717 | 新進 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 141,700 | $2,351 萬 | 1.27% | 00.0% | 不變 |
| Bailard, Inc. | 141,351 | $2,346 萬 | 0.61% | −210−0.1% | 減碼 |
| Janney Capital Management LLC | 141,209 | $2,344 萬 | 1.61% | −22,693−13.8% | 減碼 |
| BWCP, LP | 140,534 | $2,333 萬 | 4.73% | +45,669+48.1% | 加碼 |
| John G Ullman & Associates Inc | 139,134 | $2,310 萬 | 3.56% | −153−0.1% | 減碼 |
| Lockheed Martin Investment Management Co | 137,700 | $2,286 萬 | 0.93% | +41,300+42.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 137,530 | $2,283 萬 | 0.14% | +2,869+2.1% | 加碼 |
| TownSquare Capital, LLC | 135,972 | $2,257 萬 | 0.24% | +35,621+35.5% | 加碼 |
| Brinker Capital Investments, LLC | 133,044 | $2,209 萬 | 0.22% | +124,103+1,388.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 133,044 | $2,209 萬 | 0.22% | +124,103+1,388.0% | 加碼 |
| Antipodes Partners Ltd | 133,009 | $2,208 萬 | 0.69% | +29,305+28.3% | 加碼 |
| Sapient Capital LLC | 132,166 | $2,202 萬 | 0.43% | +120,738+1,056.5% | 加碼 |
| Kornitzer Capital Management Inc | 132,627 | $2,202 萬 | 0.45% | −19,718−12.9% | 減碼 |
| Monolith Management Ltd | 131,796 | $2,188 萬 | 14.67% | +77,796+144.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 130,014 | $2,158 萬 | 0.15% | −4,114−3.1% | 減碼 |
| Warther Private Wealth, LLC | 130,007 | $2,158 萬 | 7.19% | +50,606+63.7% | 加碼 |
| Westwood Holdings Group Inc. | 129,816 | $2,155 萬 | 0.16% | −43,128−24.9% | 減碼 |
| Allen Investment Management LLC | 129,762 | $2,154 萬 | 0.25% | +37,139+40.1% | 加碼 |
| Storebrand Asset Management AS | 129,721 | $2,153 萬 | 0.07% | +126,725+4,229.8% | 加碼 |
| LTS One Management LP | 129,000 | $2,141 萬 | 6.52% | +11,500+9.8% | 加碼 |
| ABN AMRO Bank N.V. | 127,239 | $2,107 萬 | 0.29% | −23,369−15.5% | 減碼 |
| London & Capital Asset Management Ltd | 124,593 | $2,068 萬 | 1.77% | −21,633−14.8% | 減碼 |
| Point72 Europe (London) LLP | 124,550 | $2,068 萬 | 1.43% | +49,250+65.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 124,058 | $2,059 萬 | 0.26% | −5,690−4.4% | 減碼 |
| Trexquant Investment LP | 123,406 | $2,049 萬 | 0.24% | +86,447+233.9% | 加碼 |
| Banco BTG Pactual S.A. | 123,222 | $2,045 萬 | 5.10% | −68,968−35.9% | 減碼 |
| Oppenheimer & Co Inc | 121,231 | $2,012 萬 | 0.30% | −1,218−1.0% | 減碼 |
| Nissay Asset Management Corp | 120,985 | $2,008 萬 | 0.13% | +53,713+79.8% | 加碼 |
| First Long Island Investors, LLC | 120,810 | $2,005 萬 | 1.65% | +14,583+13.7% | 加碼 |
| Telemark Asset Management, LLC | 120,000 | $1,992 萬 | 2.61% | −30,000−20.0% | 減碼 |
| CenterBook Partners LP | 119,899 | $1,990 萬 | 1.27% | −1,925−1.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 119,780 | $1,988 萬 | 0.18% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 118,168 | $1,962 萬 | 0.24% | +2,749+2.4% | 加碼 |
| Noesis Capital Mangement Corp | 116,618 | $1,936 萬 | 3.85% | +434+0.4% | 加碼 |
| Diversify Advisory Services, LLC | 117,354 | $1,930 萬 | 1.21% | +35,607+43.6% | 加碼 |
| TD Waterhouse Canada Inc. | 114,492 | $1,928 萬 | 0.16% | +30.0% | 加碼 |
| Kestra Advisory Services, LLC | 115,449 | $1,916 萬 | 0.09% | −2,824−2.4% | 減碼 |
| Mercer Global Advisors Inc | 115,531 | $1,912 萬 | 0.04% | −2,471−2.1% | 減碼 |
| Choate Investment Advisors | 113,285 | $1,881 萬 | 0.47% | +9,909+9.6% | 加碼 |
| Groupama Asset Managment | 113,306 | $1,872 萬 | 0.37% | +33,526+42.0% | 加碼 |
| CapWealth Advisors, LLC | 112,343 | $1,865 萬 | 2.02% | +1,560+1.4% | 加碼 |
| Cabot Wealth Management Inc | 112,187 | $1,862 萬 | 2.37% | −7,134−6.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 112,053 | $1,860 萬 | 1.16% | +4,544+4.2% | 加碼 |
| QRG Capital Management, Inc. | 111,915 | $1,858 萬 | 0.19% | −1,128−1.0% | 減碼 |
| Firetrail Investments Pty Ltd | 110,192 | $1,849 萬 | 5.38% | +3,824+3.6% | 加碼 |
| Raub Brock Capital Management LP | 111,144 | $1,845 萬 | 4.12% | −13,220−10.6% | 減碼 |
| Glynn Capital Management LLC | 110,743 | $1,838 萬 | 4.84% | −590−0.5% | 減碼 |
| Ardmore Road Asset Management LP | 110,000 | $1,826 萬 | 1.87% | −30,000−21.4% | 減碼 |
| Capstone Investment Advisors, LLC | 108,945 | $1,808 萬 | 0.17% | +104,784+2,518.2% | 加碼 |
| Dodge & Cox | 107,500 | $1,785 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Group Inc | 104,822 | $1,740 萬 | 0.00% | −30,782−22.7% | 減碼 |
| Naples Global Advisors, LLC | 103,859 | $1,731 萬 | 1.64% | −2,202−2.1% | 減碼 |
| Meridiem Capital Partners LP | 103,583 | $1,719 萬 | 1.88% | −37,609−26.6% | 減碼 |
| LMR Partners LLP | 103,348 | $1,716 萬 | 0.34% | +97,686+1,725.3% | 加碼 |
| Princeton Global Asset Management LLC | 103,236 | $1,714 萬 | 3.40% | −696−0.7% | 減碼 |
| CCLA Investment Management Ltd | 102,799 | $1,706 萬 | 0.30% | −52,352−33.7% | 減碼 |
| Promethos Capital, LLC | 102,644 | $1,704 萬 | 6.25% | +7,840+8.3% | 加碼 |
| Jones Financial Companies LLLP | 102,709 | $1,697 萬 | 0.02% | +43,594+73.7% | 加碼 |
| Dnca Finance | 101,810 | $1,690 萬 | 1.40% | −62,220−37.9% | 減碼 |
| Greenleaf Trust | 101,658 | $1,688 萬 | 0.15% | −11,848−10.4% | 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 |
| Y.D. More Investments Ltd | 99,824 | $1,657 萬 | 1.45% | −5,709−5.4% | 減碼 |
| Victory Capital Management Inc | 99,526 | $1,652 萬 | 0.02% | −21,092−17.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 99,412 | $1,650 萬 | 0.60% | +4,300+4.5% | 加碼 |
| Artemis Investment Management LLP | 98,988 | $1,643 萬 | 0.25% | +767+0.8% | 加碼 |
| Naviter Wealth, LLC | 98,095 | $1,628 萬 | 1.97% | +1,707+1.8% | 加碼 |
| SummitTX Capital, L.P. | 97,773 | $1,623 萬 | 0.72% | +97,773 | 新進 |
| Stony Point Capital LLC | 97,289 | $1,615 萬 | 1.75% | +97,289 | 新進 |
| Sava Infond d.o.o. | 96,830 | $1,607 萬 | 3.07% | −6,100−5.9% | 減碼 |
| Farmers & Merchants Investments Inc | 96,489 | $1,602 萬 | 0.51% | +9,527+11.0% | 加碼 |
| Group One Trading, L.P. | 96,417 | $1,601 萬 | 0.67% | −43,621−31.1% | 減碼 |
| Meridian Investment Counsel Inc. | 95,349 | $1,583 萬 | 4.66% | −321−0.3% | 減碼 |
| BW Gestao de Investimentos Ltda. | 95,200 | $1,580 萬 | 1.79% | +95,200 | 新進 |
| JB Capital LLC | 95,118 | $1,579 萬 | 0.87% | +213+0.2% | 加碼 |
| Augustine Asset Management Inc | 94,938 | $1,576 萬 | 4.61% | −25,603−21.2% | 減碼 |
| Hanson & Doremus Investment Management | 94,924 | $1,576 萬 | 2.30% | +2,767+3.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 94,873 | $1,575 萬 | 6.51% | +81,277+597.8% | 加碼 |
| Blair William & Co | 94,011 | $1,561 萬 | 0.05% | +2,415+2.6% | 加碼 |
| KBC Group NV | 93,805 | $1,557 萬 | 0.05% | +23,933+34.3% | 加碼 |
| Quantinno Capital Management LP | 93,047 | $1,545 萬 | 0.10% | +27,139+41.2% | 加碼 |
| FACT Capital, LP | 91,119 | $1,513 萬 | 7.18% | 00.0% | 不變 |
| Rokos Capital Management LLP | 90,118 | $1,495 萬 | 0.41% | +90,118 | 新進 |
| Principal Securities, Inc. | 75,580 | $1,493 萬 | 0.33% | +165+0.2% | 加碼 |
| Picton Mahoney Asset Management | 89,861 | $1,492 萬 | 0.51% | +7,072+8.5% | 加碼 |
| Salem Investment Counselors Inc | 89,523 | $1,487 萬 | 0.52% | +755+0.9% | 加碼 |
| Symmetry Investments LP | 89,539 | $1,486 萬 | 1.34% | −116,501−56.5% | 減碼 |
| Jordan Park Group LLC | 89,537 | $1,486 萬 | 1.08% | +89,537 | 新進 |
| Galvin, Gaustad & Stein, LLC | 89,067 | $1,479 萬 | 1.32% | −12,508−12.3% | 減碼 |
| SBI Securities Co., Ltd. | 88,994 | $1,477 萬 | 0.49% | −6,536−6.8% | 減碼 |
| Untitled Investments LP | 88,190 | $1,464 萬 | 4.15% | +88,190 | 新進 |
| Everett Harris & Co | 88,067 | $1,462 萬 | 0.19% | −153−0.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 87,687 | $1,456 萬 | 0.54% | +1,184+1.4% | 加碼 |
| Captrust Financial Advisors | 87,622 | $1,455 萬 | 0.04% | +6,793+8.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 86,841 | $1,444 萬 | 0.17% | +17,939+26.0% | 加碼 |
| Eldred Rock Partners, LLC | 86,474 | $1,434 萬 | 4.38% | −15,376−15.1% | 減碼 |
| Colony Group, LLC | 85,784 | $1,424 萬 | 0.04% | +5,659+7.1% | 加碼 |