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 100 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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/6/30 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
- 2,645
- 較 2025 年第 1 季 +237 家
- 持有股數
- 8.20 億
- 較 2025 年第 1 季 −345.0 萬 (−0.4%)
- 總市值
- $1,858 億
- 較 2025 年第 1 季 +$504.5 億 (+37.3%)
- 新進機構
- 368
- 另有 1,159 家加碼
- 清倉機構
- 131
- 另有 828 家減碼
另有 36 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 61,400,476 | $139.1 億 | 0.78% | +9,416,021+18.1% | 加碼 |
| Sanders Capital, LLC | 38,279,544 | $86.7 億 | 11.64% | −3,244,238−7.8% | 減碼 |
| Capital World Investors | 31,885,134 | $72.2 億 | 1.05% | +1,125,191+3.7% | 加碼 |
| JPMorgan Chase & Co | 28,380,015 | $64.3 億 | 0.44% | +839,172+3.0% | 加碼 |
| Capital International Investors | 25,624,583 | $58.1 億 | 1.00% | +1,167,621+4.8% | 加碼 |
| Fisher Asset Management, LLC | 17,664,956 | $40.0 億 | 1.59% | −340,387−1.9% | 減碼 |
| Van Eck Associates Corp | 17,187,616 | $38.9 億 | 4.41% | −235,271−1.4% | 減碼 |
| Bank of New York Mellon Corp | 17,008,610 | $38.5 億 | 0.73% | −601,142−3.4% | 減碼 |
| Massachusetts Financial Services Co | 15,218,372 | $34.5 億 | 1.09% | −586,327−3.7% | 減碼 |
| Bank of America Corp | 14,805,720 | $33.5 億 | 0.27% | +115,158+0.8% | 加碼 |
| BlackRock, Inc. | 14,441,633 | $32.7 億 | 0.06% | −117,280−0.8% | 減碼 |
| Morgan Stanley | 13,744,097 | $31.1 億 | 0.20% | −5,289,655−27.8% | 減碼 |
| Price T Rowe Associates Inc | 13,269,992 | $30.1 億 | 0.34% | +919,753+7.4% | 加碼 |
| Jennison Associates LLC | 12,046,792 | $27.3 億 | 1.62% | +2,537,760+26.7% | 加碼 |
| Goldman Sachs Group Inc | 10,767,535 | $24.4 億 | 0.39% | −2,608,873−19.5% | 減碼 |
| Alliancebernstein L.P. | 10,457,800 | $23.7 億 | 0.77% | +1,593,786+18.0% | 加碼 |
| WCM Investment Management, LLC | 10,058,659 | $23.0 億 | 5.25% | +324,615+3.3% | 加碼 |
| Sands Capital Management, LLC | 8,552,278 | $19.4 億 | 5.56% | +524,960+6.5% | 加碼 |
| UBS Group AG | 8,315,134 | $18.8 億 | 0.39% | −1,7190.0% | 減碼 |
| Coatue Management LLC大師Coatue | 8,068,201 | $18.3 億 | 5.09% | +108,164+1.4% | 加碼 |
| Janus Henderson Group PLC | 7,450,341 | $16.9 億 | 0.83% | +378,816+5.4% | 加碼 |
| Fiera Capital Corp | 7,363,696 | $16.7 億 | 5.65% | −390,845−5.0% | 減碼 |
| Franklin Resources Inc | 7,359,821 | $16.7 億 | 0.44% | −28,707−0.4% | 減碼 |
| Schroder Investment Management Group | 7,083,174 | $16.0 億 | 1.36% | +840,025+13.5% | 加碼 |
| StonePine Asset Management Inc. | 7,025,731 | $15.9 億 | 10.30% | +240,410+3.5% | 加碼 |
| First Eagle Investment Management, LLC | 6,693,025 | $15.2 億 | 3.03% | +1,047,777+18.6% | 加碼 |
| Brown Advisory Inc | 6,650,983 | $15.1 億 | 1.98% | +2,006,745+43.2% | 加碼 |
| William Blair Investment Management, LLC | 6,622,255 | $15.0 億 | 3.98% | −739,428−10.0% | 減碼 |
| Wellington Management Group LLP | 6,396,051 | $14.5 億 | 0.26% | +1,656,768+35.0% | 加碼 |
| Northern Trust Corp | 6,293,564 | $14.3 億 | 0.20% | −9,260−0.1% | 減碼 |
| American Century Companies Inc | 5,830,203 | $13.2 億 | 0.72% | +1,055,324+22.1% | 加碼 |
| GQG Partners LLC | 5,666,917 | $12.8 億 | 1.83% | −1,261,367−18.2% | 減碼 |
| Harding Loevner LP | 5,614,431 | $12.7 億 | 8.56% | −135,531−2.4% | 減碼 |
| Alkeon Capital Management LLC | 5,563,668 | $12.6 億 | 6.12% | −587,309−9.5% | 減碼 |
| Royal Bank of Canada | 5,487,453 | $12.4 億 | 0.24% | +358,570+7.0% | 加碼 |
| Jane Street Group, LLC | 5,090,471 | $11.5 億 | 1.86% | +227,950+4.7% | 加碼 |
| Eagle Capital Management LLC | 5,040,443 | $11.4 億 | 3.76% | −109,974−2.1% | 減碼 |
| Russell Investments Group, Ltd. | 4,850,155 | $11.0 億 | 1.40% | +160,117+3.4% | 加碼 |
| Barclays PLC | 4,838,967 | $11.0 億 | 0.44% | −6590.0% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 4,578,374 | $10.4 億 | 3.04% | +336,900+7.9% | 加碼 |
| Lazard Asset Management LLC | 4,518,466 | $10.2 億 | 1.41% | +65,850+1.5% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 4,329,295 | $9.81 億 | 2.83% | −559,952−11.5% | 減碼 |
| HSBC Holdings PLC | 4,173,170 | $9.60 億 | 0.62% | +789,139+23.3% | 加碼 |
| Ameriprise Financial Inc | 4,202,242 | $9.52 億 | 0.23% | +245,903+6.2% | 加碼 |
| Wells Fargo & Company | 3,925,933 | $8.89 億 | 0.20% | −1,387,696−26.1% | 減碼 |
| Envestnet Asset Management Inc | 3,860,621 | $8.74 億 | 0.26% | +133,305+3.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,573,069 | $8.09 億 | 0.19% | +2,712+0.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,526,160 | $7.99 億 | 0.56% | +1,842,951+109.5% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 3,435,920 | $7.78 億 | 5.63% | −429,461−11.1% | 減碼 |
| Macquarie Group Ltd | 3,212,445 | $7.28 億 | 0.89% | −16,529−0.5% | 減碼 |
| Voya Investment Management LLC | 3,184,459 | $7.21 億 | 0.72% | +486,022+18.0% | 加碼 |
| Invesco Ltd. | 3,160,380 | $7.16 億 | 0.12% | −67,873−2.1% | 減碼 |
| Citigroup Inc | 3,011,127 | $6.82 億 | 0.47% | −286,093−8.7% | 減碼 |
| Windacre Partnership LLC | 2,941,100 | $6.66 億 | 9.13% | +279,900+10.5% | 加碼 |
| Cantillon Capital Management LLC | 2,838,923 | $6.43 億 | 3.72% | −82,413−2.8% | 減碼 |
| Nuveen, LLC | 2,750,832 | $6.23 億 | 0.17% | −156,855−5.4% | 減碼 |
| Principal Financial Group Inc | 2,616,219 | $5.93 億 | 0.31% | +13,111+0.5% | 加碼 |
| Driehaus Capital Management LLC | 2,559,401 | $5.80 億 | 4.64% | −140,404−5.2% | 減碼 |
| Alphinity Investment Management Pty Ltd | 2,538,343 | $5.75 億 | 4.92% | −412,437−14.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,499,677 | $5.66 億 | 0.59% | +1,820,852+268.2% | 加碼 |
| 1832 Asset Management L.P. | 2,484,359 | $5.63 億 | 0.98% | +1,272,635+105.0% | 加碼 |
| Natixis Advisors, L.P. | 2,451,387 | $5.55 億 | 0.88% | +167,478+7.3% | 加碼 |
| Raymond James Financial Inc | 2,447,227 | $5.54 億 | 0.19% | +218,886+9.8% | 加碼 |
| Artisan Partners Limited Partnership | 2,422,863 | $5.49 億 | 0.82% | −869,603−26.4% | 減碼 |
| SEI Investments Co | 2,364,560 | $5.36 億 | 0.62% | −125,849−5.1% | 減碼 |
| Clearbridge Investments, LLC | 2,271,139 | $5.14 億 | 0.42% | −1,755,705−43.6% | 減碼 |
| Baillie Gifford & Co | 2,265,239 | $5.13 億 | 0.38% | −229,834−9.2% | 減碼 |
| Select Equity Group, L.P. | 2,259,985 | $5.12 億 | 2.18% | +406,347+21.9% | 加碼 |
| Comgest Global Investors S.A.S. | 2,224,852 | $5.04 億 | 8.60% | +26,275+1.2% | 加碼 |
| Stockbridge Partners LLC | 2,218,034 | $5.02 億 | 9.82% | +1,276,373+135.5% | 加碼 |
| Royal London Asset Management Ltd | 2,208,171 | $5.00 億 | 1.14% | −341,530−13.4% | 減碼 |
| Saturna Capital CORP | 2,137,279 | $4.84 億 | 6.54% | +4,440+0.2% | 加碼 |
| UBS Asset Management Americas Inc | 2,128,041 | $4.82 億 | 0.10% | +206,613+10.8% | 加碼 |
| BlueSpruce Investments, LP | 2,092,803 | $4.74 億 | 11.03% | −304,856−12.7% | 減碼 |
| Vontobel Holding Ltd. | 2,070,519 | $4.69 億 | 1.54% | +431,650+26.3% | 加碼 |
| Fayez Sarofim & Co | 2,000,955 | $4.59 億 | 1.10% | −10,787−0.5% | 減碼 |
| Ninety One UK Ltd | 2,005,767 | $4.54 億 | 1.07% | +24,746+1.2% | 加碼 |
| Softbank Group Corp | 1,985,000 | $4.50 億 | 1.80% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 1,925,700 | $4.36 億 | 4.99% | +123,293+6.8% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,917,681 | $4.34 億 | 7.45% | +51,388+2.8% | 加碼 |
| Amundi | 1,817,654 | $4.25 億 | 0.15% | +130,167+7.7% | 加碼 |
| Capital Research Global Investors | 1,873,715 | $4.24 億 | 0.08% | −102,249−5.2% | 減碼 |
| Soroban Capital Partners LP | 1,844,234 | $4.18 億 | 4.07% | +343,978+22.9% | 加碼 |
| AMF Pensionsforsakring AB | 1,815,014 | $4.11 億 | 2.74% | +225,732+14.2% | 加碼 |
| Mirova US LLC | 1,797,084 | $4.07 億 | 4.21% | +29,253+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,806,933 | $4.06 億 | 0.68% | −1,338,822−42.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,760,017 | $3.99 億 | 6.12% | +301,881+20.7% | 加碼 |
| Aspex Management (HK) Ltd | 1,746,681 | $3.96 億 | 8.61% | −635,969−26.7% | 減碼 |
| LPL Financial LLC | 1,645,542 | $3.73 億 | 0.12% | +179,483+12.2% | 加碼 |
| DnB Asset Management AS | 1,629,486 | $3.69 億 | 1.53% | +743,208+83.9% | 加碼 |
| Swedbank AB | 1,614,728 | $3.66 億 | 0.41% | +1,614,728 | 新進 |
| Balyasny Asset Management LLC | 1,598,601 | $3.62 億 | 0.82% | +362,763+29.4% | 加碼 |
| Rafferty Asset Management, LLC | 1,591,632 | $3.60 億 | 1.19% | +346,181+27.8% | 加碼 |
| Neuberger Berman Group LLC | 1,569,924 | $3.56 億 | 0.27% | +341,276+27.8% | 加碼 |
| Legal & General Group Plc | 1,542,287 | $3.49 億 | 0.09% | +87,994+6.1% | 加碼 |
| Canoe Financial LP | 1,511,573 | $3.42 億 | 4.88% | −119,239−7.3% | 減碼 |
| Altshuler Shaham Ltd | 1,493,900 | $3.38 億 | 10.75% | +967,988+184.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,481,644 | $3.36 億 | 1.17% | −1,263,013−46.0% | 減碼 |
| LGT Group Foundation | 1,479,988 | $3.35 億 | 4.20% | −46,457−3.0% | 減碼 |
| Voyager Global Management LP | 1,450,000 | $3.28 億 | 11.79% | −575,000−28.4% | 減碼 |