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 |
|---|---|---|---|---|---|
| M. Kulyk & Associates, LLC | 57,417 | $953.1 萬 | 2.18% | −685−1.2% | 減碼 |
| Trust Co of Vermont | 57,388 | $952.6 萬 | 0.48% | +8,913+18.4% | 加碼 |
| Albar Capital Partners LLP | 57,281 | $950.9 萬 | 4.32% | −275,647−82.8% | 減碼 |
| Triavera Capital LLC | 57,233 | $950.1 萬 | 5.84% | +5,236+10.1% | 加碼 |
| Mackenzie Financial Corp | 56,947 | $945.3 萬 | 0.01% | −11,788−17.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 56,510 | $937.9 萬 | 0.25% | −19,469−25.6% | 減碼 |
| Contravisory Investment Management, Inc. | 56,394 | $936.1 萬 | 1.97% | −2,072−3.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 56,343 | $935.3 萬 | 0.04% | −39,921−41.5% | 減碼 |
| Litman Gregory Asset Management LLC | 55,679 | $924.3 萬 | 0.79% | −581−1.0% | 減碼 |
| Adviser Investments LLC | 55,572 | $922.5 萬 | 0.12% | +966+1.8% | 加碼 |
| Stephens Inc | 54,645 | $907.1 萬 | 0.13% | −9,043−14.2% | 減碼 |
| Credit Capital Investments LLC | 54,300 | $901.4 萬 | 15.46% | −7,550−12.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 53,987 | $896.2 萬 | 1.54% | −1,182−2.1% | 減碼 |
| Headlands Technologies LLC | 53,952 | $895.6 萬 | 1.02% | +46,507+624.7% | 加碼 |
| Paragon Advisors, LLC | 53,178 | $882.8 萬 | 3.34% | +9,401+21.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 53,174 | $882.7 萬 | 0.70% | +36+0.1% | 加碼 |
| Quadrant Capital Group LLC | 53,051 | $880.7 萬 | 0.33% | −2,669−4.8% | 減碼 |
| Partners Capital Investment Group, LLP | 52,823 | $876.9 萬 | 0.15% | +23,891+82.6% | 加碼 |
| Montag A & Associates Inc | 52,391 | $873.1 萬 | 0.44% | +6,895+15.2% | 加碼 |
| Kingdon Capital Management, L.L.C. | 52,500 | $871.5 萬 | 1.81% | −22,500−30.0% | 減碼 |
| Marathon Asset Mgmt Ltd | 52,253 | $870.2 萬 | 0.27% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 52,307 | $868.3 萬 | 0.65% | +14,417+38.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 52,094 | $864.8 萬 | 0.14% | +2,043+4.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,000 | $863.2 萬 | 0.02% | −13,000−20.0% | 減碼 |
| Banque Cantonale Vaudoise | 51,954 | $862.5 萬 | 0.38% | +51,954 | 新進 |
| Commerce Bank | 51,938 | $862.2 萬 | 0.06% | −801−1.5% | 減碼 |
| DSG Capital Advisors, LLC | 51,233 | $850.5 萬 | 1.72% | −30−0.1% | 減碼 |
| Zions Bancorporation, National Association | 51,052 | $847.5 萬 | 0.53% | +51,052 | 新進 |
| Berkshire Capital Holdings Inc | 50,920 | $845.3 萬 | 4.04% | −33,440−39.6% | 減碼 |
| Totem Point Management, LLC | 50,744 | $842.4 萬 | 10.38% | −7,272−12.5% | 減碼 |
| Eagle Global Advisors LLC | 50,631 | $840.5 萬 | 0.35% | −1,405−2.7% | 減碼 |
| RNC Capital Management LLC | 50,597 | $839.9 萬 | 0.43% | −47−0.1% | 減碼 |
| Whittier Trust Co | 50,596 | $839.9 萬 | 0.12% | +1,017+2.1% | 加碼 |
| Oak Grove Capital LLC | 50,155 | $832.6 萬 | 1.99% | +50,155 | 新進 |
| Milestones Administradora de Recursos Ltda. | 50,140 | $832.3 萬 | 4.25% | +6,100+13.9% | 加碼 |
| Interval Partners, LP | 50,000 | $830.0 萬 | 0.29% | +19,674+64.9% | 加碼 |
| Sandy Spring Bank | 49,701 | $825.0 萬 | 0.35% | +1,197+2.5% | 加碼 |
| SIH Partners, LLLP | 49,616 | $823.6 萬 | 0.72% | −63,131−56.0% | 減碼 |
| Integrated Quantitative Investments LLC | 49,100 | $815.1 萬 | 4.02% | −7,500−13.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,094 | $815.0 萬 | 0.09% | −6,983−12.5% | 減碼 |
| Bleakley Financial Group, LLC | 48,891 | $811.6 萬 | 0.26% | +6,673+15.8% | 加碼 |
| Channing Global Advisors, LLC | 48,503 | $805.1 萬 | 5.48% | +3,942+8.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 48,340 | $802.4 萬 | 0.06% | −538−1.1% | 減碼 |
| Renaissance Group LLC | 48,210 | $800.3 萬 | 0.35% | −8,426−14.9% | 減碼 |
| Henry James International Management, Inc. | 48,193 | $800.0 萬 | 2.74% | −3,644−7.0% | 減碼 |
| D.A. Davidson & Co. | 47,932 | $795.7 萬 | 0.06% | +6,255+15.0% | 加碼 |
| Delphi Financial Group, Inc. | 47,830 | $794.0 萬 | 4.79% | 00.0% | 不變 |
| Harber Asset Management LLC | 47,785 | $793.2 萬 | 2.82% | −69,521−59.3% | 減碼 |
| FourThought Financial Partners, LLC | 47,493 | $788.4 萬 | 0.82% | −811−1.7% | 減碼 |
| Quantbot Technologies LP | 47,425 | $787.3 萬 | 0.25% | +38,837+452.2% | 加碼 |
| Q Capital Solutions | 46,531 | $772.4 萬 | 5.11% | −34,576−42.6% | 減碼 |
| Global X Japan Co., Ltd. | 46,464 | $771.3 萬 | 0.89% | +15,700+51.0% | 加碼 |
| Shikiar Asset Management Inc | 46,462 | $771.3 萬 | 2.30% | −10,186−18.0% | 減碼 |
| Easterly Investment Partners LLC | 46,103 | $765.3 萬 | 0.64% | +1,371+3.1% | 加碼 |
| Verition Fund Management LLC | 46,058 | $764.6 萬 | 0.04% | −1,555,121−97.1% | 減碼 |
| Kempner Capital Management Inc. | 46,039 | $764.2 萬 | 4.30% | 00.0% | 不變 |
| One Capital Management, LLC | 45,901 | $762.0 萬 | 0.26% | +3,539+8.4% | 加碼 |
| Impact Asset Management GmbH | 45,900 | $761.9 萬 | 2.99% | −10,430−18.5% | 減碼 |
| University of Illinois Foundation | 45,870 | $761.4 萬 | 2.39% | +45,870 | 新進 |
| Tocqueville Asset Management L.P. | 45,696 | $758.6 萬 | 0.12% | −5,707−11.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 45,693 | $758.5 萬 | 0.02% | +45,693 | 新進 |
| Guinness Atkinson Asset Management Inc | 45,652 | $757.8 萬 | 4.22% | −3,000−6.2% | 減碼 |
| L1 Capital International Pty Ltd | 45,652 | $757.8 萬 | 2.09% | +45,652 | 新進 |
| Sycomore Asset Management | 40,524 | $757.1 萬 | 1.08% | 00.0% | 不變 |
| Cumberland Partners Ltd | 45,602 | $757.0 萬 | 0.58% | −3,290−6.7% | 減碼 |
| Cozad Asset Management Inc | 45,553 | $756.2 萬 | 0.76% | +21,663+90.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,443 | $754.4 萬 | 0.02% | −4,610−9.2% | 減碼 |
| Octahedron Capital Management L.P. | 45,400 | $753.6 萬 | 6.70% | +45,400 | 新進 |
| RPg Family Wealth Advisory, LLC | 44,920 | $748.7 萬 | 2.13% | +44,920 | 新進 |
| Tenzing Global Management, LLC | 45,000 | $747.0 萬 | 5.42% | +15,000+50.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,319 | $746.2 萬 | 0.08% | +26,971+147.0% | 加碼 |
| Legacy Trust | 44,902 | $745.4 萬 | 1.80% | −290−0.6% | 減碼 |
| Matthews International Capital Management LLC | 44,790 | $743.5 萬 | 1.54% | −150,453−77.1% | 減碼 |
| Motley Fool Asset Management LLC | 44,627 | $740.8 萬 | 0.42% | −5,616−11.2% | 減碼 |
| Caption Management, LLC | 44,500 | $738.7 萬 | 0.34% | +14,500+48.3% | 加碼 |
| Integrated Wealth Concepts LLC | 44,395 | $737.0 萬 | 0.09% | +12,681+40.0% | 加碼 |
| Bell Asset Management Ltd | 44,340 | $736.0 萬 | 1.35% | +44,340 | 新進 |
| Amica Mutual Insurance Co | 44,205 | $733.8 萬 | 0.81% | −13,332−23.2% | 減碼 |
| Hiddenite Capital Partners LP | 44,200 | $733.7 萬 | 6.12% | +44,200 | 新進 |
| Tower View Investment Management & Research LLC | 43,840 | $727.7 萬 | 4.24% | −1,813−4.0% | 減碼 |
| Headland Capital, LLC | 43,759 | $726.4 萬 | 2.42% | −122−0.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 43,126 | $715.9 萬 | 0.33% | +3,248+8.1% | 加碼 |
| Ronald Blue Trust, Inc. | 43,075 | $715.0 萬 | 0.09% | +5,737+15.4% | 加碼 |
| Ballentine Partners, LLC | 42,769 | $710.0 萬 | 0.12% | +7,977+22.9% | 加碼 |
| DSM Capital Partners LLC | 42,598 | $707.1 萬 | 0.12% | −3,500−7.6% | 減碼 |
| KP Management LLC | 42,500 | $705.5 萬 | 2.71% | +5,000+13.3% | 加碼 |
| YHB Investment Advisors, Inc. | 42,487 | $705.3 萬 | 0.59% | +2,212+5.5% | 加碼 |
| Jag Capital Management, LLC | 42,396 | $703.8 萬 | 0.94% | −10,924−20.5% | 減碼 |
| Laurion Capital Management LP | 42,142 | $699.6 萬 | 0.54% | +23,219+122.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 42,021 | $697.5 萬 | 0.55% | −165−0.4% | 減碼 |
| Americana Partners, LLC | 41,981 | $696.9 萬 | 0.27% | +5,825+16.1% | 加碼 |
| Vega Investment Solutions | 41,941 | $696.5 萬 | 1.34% | +40,322+2,490.5% | 加碼 |
| Westpac Banking Corp | 41,930 | $696.0 萬 | 0.51% | +8,510+25.5% | 加碼 |
| Louisbourg Investments Inc. | 49,178 | $692.1 萬 | 1.88% | +6,848+16.2% | 加碼 |
| Callan Family Office, LLC | 41,624 | $691.0 萬 | 0.52% | −1,243−2.9% | 減碼 |
| Pzena Investment Management LLC | 41,521 | $689.2 萬 | 0.02% | −13,539−24.6% | 減碼 |
| Nia Impact Advisors, LLC | 41,348 | $686.4 萬 | 2.55% | −6,621−13.8% | 減碼 |
| Polar Asset Management Partners Inc. | 41,293 | $685.5 萬 | 0.23% | −31,307−43.1% | 減碼 |
| We Are One Seven, LLC | 41,196 | $683.8 萬 | 0.27% | −1,674−3.9% | 減碼 |
| Guardian Partners Inc. | 43,026 | $679.0 萬 | 0.70% | −1,501−3.4% | 減碼 |