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 |
|---|---|---|---|---|---|
| Columbus Hill Capital Management, L.P. | 28,600 | $474.8 萬 | 1.00% | +28,600 | 新進 |
| Shaker Investments LLC | 28,529 | $473.6 萬 | 2.28% | −5,447−16.0% | 減碼 |
| Advisors Asset Management, Inc. | 28,502 | $473.1 萬 | 0.09% | −4,568−13.8% | 減碼 |
| Siren, L.L.C. | 28,500 | $473.1 萬 | 0.27% | +13,500+90.0% | 加碼 |
| Okabena Investment Services Inc | 28,494 | $473.0 萬 | 1.19% | +472+1.7% | 加碼 |
| Greenland Capital Management LP | 28,134 | $467.0 萬 | 0.80% | −13,994−33.2% | 減碼 |
| Evergreen Wealth Management, LLC | 27,985 | $464.6 萬 | 2.77% | +1,083+4.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 27,910 | $463.3 萬 | 0.31% | +27,910 | 新進 |
| Tufton Capital Management | 27,902 | $463.2 萬 | 0.89% | −651−2.3% | 減碼 |
| GMT Capital Corp | 27,900 | $463.1 萬 | 0.25% | −10,400−27.2% | 減碼 |
| Sterling Capital Management LLC | 27,815 | $461.7 萬 | 0.07% | +819+3.0% | 加碼 |
| Independent Advisor Alliance | 27,814 | $461.7 萬 | 0.15% | +1,021+3.8% | 加碼 |
| Nishkama Capital, LLC | 27,700 | $459.8 萬 | 1.93% | −49,175−64.0% | 減碼 |
| Terra Alpha Investments LLC | 27,688 | $459.6 萬 | 4.99% | −3,303−10.7% | 減碼 |
| Morningstar Investment Services LLC | 27,663 | $459.2 萬 | 0.84% | −40,684−59.5% | 減碼 |
| AMG National Trust Bank | 27,622 | $458.5 萬 | 0.13% | +506+1.9% | 加碼 |
| Morse Asset Management, Inc | 27,588 | $458.0 萬 | 1.16% | +3,837+16.2% | 加碼 |
| Prosperity Consulting Group, LLC | 27,488 | $456.3 萬 | 0.35% | −1,118−3.9% | 減碼 |
| Oliver Luxxe Assets LLC | 27,438 | $455.5 萬 | 0.85% | −20,140−42.3% | 減碼 |
| Hantz Financial Services, Inc. | 27,402 | $454.9 萬 | 0.08% | +1,187+4.5% | 加碼 |
| Engineers Gate Manager LP | 27,392 | $454.7 萬 | 0.08% | +4,128+17.7% | 加碼 |
| Cypress Capital Group | 27,344 | $453.9 萬 | 0.59% | +849+3.2% | 加碼 |
| Natural Investments, LLC | 27,144 | $450.5 萬 | 1.28% | +73+0.3% | 加碼 |
| Nicholas Investment Partners, LP | 27,071 | $449.4 萬 | 0.46% | +4,427+19.6% | 加碼 |
| 180 Wealth Advisors, LLC | 27,029 | $448.7 萬 | 0.71% | −426−1.6% | 減碼 |
| Leelyn Smith, LLC | 26,978 | $447.8 萬 | 0.80% | +448+1.7% | 加碼 |
| Family Management Corp | 26,920 | $446.9 萬 | 0.74% | +1,642+6.5% | 加碼 |
| Front Row Advisors LLC | 26,769 | $446.2 萬 | 1.71% | −1,330−4.7% | 減碼 |
| Forefront Wealth Management Inc. | 26,866 | $446.0 萬 | 4.13% | −121−0.4% | 減碼 |
| Goodman Advisory Group, LLC | 26,844 | $445.6 萬 | 1.36% | −4,986−15.7% | 減碼 |
| Nutshell Asset Management Ltd | 26,734 | $443.8 萬 | 2.31% | +16,984+174.2% | 加碼 |
| Biglari, Sardar | 26,728 | $443.7 萬 | 10.04% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 26,730 | $443.7 萬 | 0.37% | +16,000+149.1% | 加碼 |
| WCG Wealth Advisors LLC | 26,598 | $441.5 萬 | 0.34% | −995−3.6% | 減碼 |
| BFSG, LLC | 26,561 | $440.9 萬 | 0.54% | +149+0.6% | 加碼 |
| Two Sigma Advisers, LP | 26,400 | $438.2 萬 | 0.01% | −3,800−12.6% | 減碼 |
| Knuff & Co LLC | 26,072 | $432.8 萬 | 1.45% | −173−0.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 25,818 | $428.6 萬 | 0.17% | −1,293−4.8% | 減碼 |
| Regions Financial Corp | 25,811 | $428.5 萬 | 0.03% | −970−3.6% | 減碼 |
| L & S Advisors Inc | 25,778 | $427.9 萬 | 0.53% | −129−0.5% | 減碼 |
| Caas Capital Management LP | 25,700 | $426.6 萬 | 2.02% | +25,700 | 新進 |
| Virtus Family Office LLC | 25,518 | $425.3 萬 | 5.46% | −252−1.0% | 減碼 |
| Greenup Street Wealth Management LLC | 25,518 | $423.6 萬 | 0.84% | −3,136−10.9% | 減碼 |
| Meridian Wealth Management, LLC | 25,416 | $421.9 萬 | 0.20% | −441−1.7% | 減碼 |
| Equitable Holdings, Inc. | 25,247 | $419.1 萬 | 0.04% | +2,272+9.9% | 加碼 |
| Ensign Peak Advisors, Inc | 25,223 | $418.7 萬 | 0.01% | −1,781−6.6% | 減碼 |
| Semmax Financial Advisors Inc. | 23,621 | $417.0 萬 | 1.13% | +625+2.7% | 加碼 |
| Verde Servicos Internacionais S.A. | 25,039 | $415.6 萬 | 2.37% | −29,284−53.9% | 減碼 |
| Guardian Point Capital, LP | 25,000 | $415.0 萬 | 2.50% | +25,000 | 新進 |
| Resolute Capital Asset Partners LLC | 25,000 | $415.0 萬 | 2.34% | +25,000 | 新進 |
| Leibman Financial Services, Inc. | 24,875 | $412.9 萬 | 3.21% | −480−1.9% | 減碼 |
| Peapack Gladstone Financial Corp | 24,835 | $412.3 萬 | 0.06% | +1,216+5.1% | 加碼 |
| Silver Oak Securities, Inc | 24,930 | $412.0 萬 | 0.39% | +1,302+5.5% | 加碼 |
| Wealth High Governance Capital Ltda | 24,800 | $411.7 萬 | 2.69% | +24,800 | 新進 |
| Stratos Wealth Partners, LTD. | 24,756 | $411.0 萬 | 0.06% | −2,434−9.0% | 減碼 |
| Valley National Advisers Inc | 24,708 | $410.0 萬 | 0.74% | +283+1.2% | 加碼 |
| TCG Advisory Services, LLC | 24,459 | $406.0 萬 | 0.16% | +5,145+26.6% | 加碼 |
| Congress Wealth Management LLC | 24,347 | $405.6 萬 | 0.05% | +224+0.9% | 加碼 |
| Banco Santander, S.A. | 24,420 | $405.4 萬 | 0.04% | +1,320+5.7% | 加碼 |
| Empowered Funds, LLC | 24,359 | $404.4 萬 | 0.06% | −894−3.5% | 減碼 |
| Rehmann Capital Advisory Group | 24,332 | $403.9 萬 | 0.25% | −391−1.6% | 減碼 |
| Bank Ozk | 24,283 | $403.1 萬 | 1.68% | +3,787+18.5% | 加碼 |
| ROI Financial Advisors, LLC | 24,136 | $400.7 萬 | 2.91% | +1,277+5.6% | 加碼 |
| First Manhattan Co | 23,959 | $399.3 萬 | 0.01% | −11,834−33.1% | 減碼 |
| Icon Advisers Inc | 24,000 | $398.4 萬 | 0.93% | 00.0% | 不變 |
| Henshaw Capital LLC | 23,884 | $396.5 萬 | 0.17% | +8,398+54.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,430 | $393.7 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 23,602 | $391.8 萬 | 0.07% | −1,595−6.3% | 減碼 |
| Silphium Asset Management Ltd | 23,469 | $389.6 萬 | 3.14% | +49+0.2% | 加碼 |
| Ibex Wealth Advisors | 23,351 | $387.6 萬 | 0.51% | +23,351 | 新進 |
| Jackson Wealth Management, LLC | 23,296 | $386.7 萬 | 0.47% | +23,296 | 新進 |
| Live Oak Private Wealth LLC | 23,290 | $386.6 萬 | 0.63% | +130+0.6% | 加碼 |
| DGS Capital Management, LLC | 23,287 | $386.6 萬 | 1.02% | +1,039+4.7% | 加碼 |
| Apollon Wealth Management, LLC | 23,277 | $386.4 萬 | 0.08% | −225−1.0% | 減碼 |
| Bard Financial Services, Inc. | 23,189 | $384.9 萬 | 0.47% | −154−0.7% | 減碼 |
| Blackhawk Capital Partners LLC. | 23,173 | $384.7 萬 | 1.98% | +4,606+24.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 23,133 | $384.0 萬 | 0.02% | −3,175−12.1% | 減碼 |
| JCIC Asset Management Inc. | 23,066 | $382.9 萬 | 1.60% | −7,550−24.7% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 22,975 | $381.4 萬 | 3.46% | +3,167+16.0% | 加碼 |
| RBA Wealth Management, LLC | 22,757 | $377.8 萬 | 1.49% | −61−0.3% | 減碼 |
| Intrinsic Value Partners, LLC | 22,693 | $376.7 萬 | 3.72% | −625−2.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 21,642 | $375.9 萬 | 0.35% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 22,562 | $374.5 萬 | 0.74% | −377−1.6% | 減碼 |
| Altfest L J & Co Inc | 22,543 | $374.2 萬 | 0.47% | +4,447+24.6% | 加碼 |
| Ratan Capital Management LP | 22,500 | $373.5 萬 | 1.21% | −28,448−55.8% | 減碼 |
| Mirabaud Asset Management Ltd | 22,463 | $371.2 萬 | 1.94% | −43,388−65.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 22,313 | $370.4 萬 | 0.48% | −5,275−19.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 22,258 | $369.5 萬 | 0.11% | +1,164+5.5% | 加碼 |
| Figure 8 Investment Strategies LLC | 22,166 | $368.0 萬 | 3.85% | −512−2.3% | 減碼 |
| Trustmark National Bank Trust Department | 22,147 | $367.6 萬 | 0.27% | −741−3.2% | 減碼 |
| Blue Square Asset Management, LLC | 22,067 | $366.3 萬 | 1.97% | +106+0.5% | 加碼 |
| Grace & Mercy Foundation, Inc. | 22,000 | $365.2 萬 | 0.91% | 00.0% | 不變 |
| RD Finance Ltd | 21,930 | $364.0 萬 | 2.92% | +21,930 | 新進 |
| Stevens Capital Management LP | 21,884 | $363.3 萬 | 0.90% | +21,884 | 新進 |
| Peterson Wealth Management | 21,855 | $362.8 萬 | 2.44% | +405+1.9% | 加碼 |
| Fairbanks Capital Management, Inc. | 21,808 | $362.0 萬 | 2.33% | −120−0.5% | 減碼 |
| EP Wealth Advisors, LLC | 21,706 | $360.3 萬 | 0.03% | +375+1.8% | 加碼 |
| Sowell Financial Services LLC | 21,703 | $360.3 萬 | 0.16% | +1,268+6.2% | 加碼 |
| Haven Global Partners, LLC | 21,696 | $360.2 萬 | 3.77% | −1,517−6.5% | 減碼 |
| RiverPark Advisors, LLC | 21,456 | $356.2 萬 | 2.77% | +1,487+7.4% | 加碼 |