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 3,585 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 34,990 | $792.5 萬 | 4.48% | −1,915−5.2% | 減碼 |
| KP Management LLC | 35,000 | $792.7 萬 | 3.21% | −7,500−17.6% | 減碼 |
| Inspire Trust Co, N.A. | 35,000 | $792.7 萬 | 1.63% | +24,000+218.2% | 加碼 |
| XTX Topco Ltd | 35,218 | $797.7 萬 | 0.33% | −728−2.0% | 減碼 |
| Atomi Financial Group, Inc. | 35,416 | $802.1 萬 | 0.30% | +2,203+6.6% | 加碼 |
| Financial Perspectives, Inc | 35,512 | $804.3 萬 | 2.43% | +3,793+12.0% | 加碼 |
| Heirloom Wealth Management | 35,537 | $804.9 萬 | 2.12% | +35,537 | 新進 |
| Cloverfields Capital Group, LP | 35,562 | $805.4 萬 | 2.39% | +5,333+17.6% | 加碼 |
| Equitable Trust Co | 35,584 | $805.9 萬 | 0.40% | +457+1.3% | 加碼 |
| Guggenheim Capital LLC | 35,604 | $806.4 萬 | 0.07% | +2,376+7.2% | 加碼 |
| Zions Bancorporation, National Association | 35,894 | $813.0 萬 | 0.44% | −15,158−29.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 35,969 | $814.7 萬 | 0.23% | +352+1.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 35,991 | $815.2 萬 | 0.67% | +1,542+4.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 36,091 | $817.4 萬 | 0.64% | −940−2.5% | 減碼 |
| Guardian Partners Inc. | 35,302 | $818.4 萬 | 0.74% | −7,724−18.0% | 減碼 |
| HB Wealth Management, LLC | 36,178 | $819.4 萬 | 0.07% | +119+0.3% | 加碼 |
| Hunter Perkins Capital Management, LLC | 36,099 | $820.4 萬 | 1.94% | −20−0.1% | 減碼 |
| TruWealth Advisors, LLC | 36,466 | $825.9 萬 | 0.45% | +36,466 | 新進 |
| California First Leasing Corp | 36,550 | $827.8 萬 | 3.44% | +2,600+7.7% | 加碼 |
| Agur Provident & Training Funds Management Ltd | 36,600 | $829.0 萬 | 3.13% | 00.0% | 不變 |
| L & S Advisors Inc | 36,729 | $831.9 萬 | 0.82% | +10,951+42.5% | 加碼 |
| Thrivent Financial for Lutherans | 36,538 | $832.3 萬 | 0.02% | −12,788−25.9% | 減碼 |
| JLB & Associates Inc | 36,754 | $832.4 萬 | 1.16% | −3,567−8.8% | 減碼 |
| MMBG Investment Advisors Co. | 36,802 | $836.4 萬 | 0.83% | −465−1.2% | 減碼 |
| Integrated Wealth Concepts LLC | 36,986 | $837.7 萬 | 0.08% | −7,409−16.7% | 減碼 |
| Parallel Advisors, LLC | 37,041 | $838.9 萬 | 0.17% | +3,940+11.9% | 加碼 |
| Fortis Capital Management LLC | 37,073 | $839.7 萬 | 1.31% | +7,059+23.5% | 加碼 |
| Moors & Cabot, Inc. | 37,108 | $840.5 萬 | 0.39% | −1,319−3.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 37,264 | $844.0 萬 | 0.19% | +27,352+275.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 37,582 | $851.2 萬 | 0.19% | +4,713+14.3% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 37,930 | $859.1 萬 | 0.85% | +189+0.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 38,150 | $864.1 萬 | 0.07% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 38,173 | $864.6 萬 | 0.37% | +4,208+12.4% | 加碼 |
| Mutual of America Capital Management LLC | 38,216 | $865.6 萬 | 0.09% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 38,540 | $872.9 萬 | 0.14% | −145,356−79.0% | 減碼 |
| GAM Holding AG | 38,982 | $882.9 萬 | 0.62% | −35,502−47.7% | 減碼 |
| Louisbourg Investments Inc. | 45,213 | $885.0 萬 | 2.09% | −3,965−8.1% | 減碼 |
| Independent Financial Group, LLC | 39,341 | $891.0 萬 | 0.25% | −456−1.1% | 減碼 |
| Ingalls & Snyder LLC | 39,363 | $891.5 萬 | 0.32% | −442−1.1% | 減碼 |
| HAP Trading, LLC | 39,505 | $894.7 萬 | 3.89% | −36,322−47.9% | 減碼 |
| Bragg Financial Advisors, Inc | 39,507 | $894.8 萬 | 0.32% | +22,426+131.3% | 加碼 |
| Smith Group Asset Management, LLC | 39,528 | $895.3 萬 | 0.59% | +1,760+4.7% | 加碼 |
| Squarepoint Ops LLC | 39,545 | $895.7 萬 | 0.02% | −302,741−88.4% | 減碼 |
| Aptus Capital Advisors, LLC | 39,938 | $904.5 萬 | 0.09% | +6,918+21.0% | 加碼 |
| Deltec Asset Management LLC | 40,067 | $907.5 萬 | 1.62% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 40,067 | $907.5 萬 | 1.63% | +8,413+26.6% | 加碼 |
| Nutshell Asset Management Ltd | 40,165 | $909.7 萬 | 5.41% | +13,431+50.2% | 加碼 |
| Nia Impact Advisors, LLC | 40,378 | $914.5 萬 | 3.16% | −970−2.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 40,386 | $914.7 萬 | 0.69% | −1,635−3.9% | 減碼 |
| Q Capital Solutions | 40,461 | $916.4 萬 | 3.86% | −6,070−13.0% | 減碼 |
| Totem Point Management, LLC | 40,518 | $917.7 萬 | 9.66% | −10,226−20.2% | 減碼 |
| Ballentine Partners, LLC | 40,676 | $921.3 萬 | 0.14% | −2,093−4.9% | 減碼 |
| Keybank National Association | 40,726 | $922.4 萬 | 0.03% | −25−0.1% | 減碼 |
| Gold Investment Management Ltd. | 41,008 | $924.7 萬 | 3.48% | +2,970+7.8% | 加碼 |
| Global X Japan Co., Ltd. | 40,828 | $924.7 萬 | 0.94% | −5,636−12.1% | 減碼 |
| Armistice Capital, LLC | 41,000 | $928.6 萬 | 0.35% | −21,000−33.9% | 減碼 |
| Two Sigma Investments, LP | 41,056 | $929.9 萬 | 0.02% | −462,099−91.8% | 減碼 |
| Cumberland Partners Ltd | 41,102 | $930.9 萬 | 0.65% | −4,500−9.9% | 減碼 |
| Southeast Asset Advisors Inc. | 41,168 | $932.4 萬 | 1.11% | +342+0.8% | 加碼 |
| Legacy Trust | 41,234 | $933.9 萬 | 2.29% | −3,668−8.2% | 減碼 |
| RSM US Wealth Management LLC | 41,284 | $937.9 萬 | 0.13% | +4,130+11.1% | 加碼 |
| Americana Partners, LLC | 41,437 | $938.5 萬 | 0.32% | −544−1.3% | 減碼 |
| Profund Advisors LLC | 41,629 | $942.9 萬 | 0.34% | +2,323+5.9% | 加碼 |
| Argent Trust Co | 41,707 | $944.6 萬 | 0.36% | +3,137+8.1% | 加碼 |
| Cresset Asset Management, LLC | 41,640 | $946.3 萬 | 0.05% | −17,808−30.0% | 減碼 |
| DSM Capital Partners LLC | 42,037 | $952.1 萬 | 0.14% | −561−1.3% | 減碼 |
| Amica Mutual Insurance Co | 42,082 | $953.1 萬 | 0.92% | −2,123−4.8% | 減碼 |
| Kingdon Capital Management, L.L.C. | 42,500 | $962.6 萬 | 1.86% | −10,000−19.0% | 減碼 |
| Pzena Investment Management LLC | 42,551 | $963.7 萬 | 0.03% | +1,030+2.5% | 加碼 |
| Stenahm Asset Managment Ltd | 43,085 | $975.8 萬 | 4.25% | −15,835−26.9% | 減碼 |
| Tower View Investment Management & Research LLC | 43,089 | $975.9 萬 | 5.06% | −751−1.7% | 減碼 |
| Guinness Atkinson Asset Management Inc | 43,166 | $977.7 萬 | 5.13% | −2,486−5.4% | 減碼 |
| Summit Financial, LLC | 43,162 | $980.9 萬 | 0.22% | −15,795−26.8% | 減碼 |
| Henry James International Management, Inc. | 43,501 | $985.3 萬 | 3.24% | −4,692−9.7% | 減碼 |
| YHB Investment Advisors, Inc. | 43,546 | $986.3 萬 | 0.76% | +1,059+2.5% | 加碼 |
| Banque Cantonale Vaudoise | 43,658 | $988.8 萬 | 0.40% | −8,296−16.0% | 減碼 |
| Motley Fool Asset Management LLC | 43,817 | $992.4 萬 | 0.46% | −810−1.8% | 減碼 |
| Allen Capital Group, LLC | 43,830 | $992.7 萬 | 1.03% | +3,462+8.6% | 加碼 |
| Westpac Banking Corp | 44,185 | $1,001 萬 | 0.67% | +2,255+5.4% | 加碼 |
| BCJ Capital Management, LLC | 44,196 | $1,001 萬 | 0.67% | +42,349+2,292.9% | 加碼 |
| Hiddenite Capital Partners LP | 44,200 | $1,001 萬 | 5.98% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 44,544 | $1,009 萬 | 0.11% | +4,049+10.0% | 加碼 |
| Left Brain Wealth Management, LLC | 44,887 | $1,017 萬 | 3.58% | +4,667+11.6% | 加碼 |
| Jag Capital Management, LLC | 44,925 | $1,018 萬 | 1.14% | +2,529+6.0% | 加碼 |
| Headland Capital, LLC | 44,979 | $1,019 萬 | 3.08% | +1,220+2.8% | 加碼 |
| Elwood Capital Partners LP | 45,010 | $1,019 萬 | 9.45% | +35,000+349.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 44,942 | $1,019 萬 | 0.04% | +21,809+94.3% | 加碼 |
| DSG Capital Advisors, LLC | 45,051 | $1,020 萬 | 1.81% | −6,182−12.1% | 減碼 |
| Synovus Financial Corp | 45,121 | $1,022 萬 | 0.13% | +14,454+47.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 45,803 | $1,037 萬 | 0.10% | −3,291−6.7% | 減碼 |
| Ronald Blue Trust, Inc. | 45,870 | $1,039 萬 | 0.12% | +2,795+6.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 46,156 | $1,045 萬 | 0.46% | +3,030+7.0% | 加碼 |
| Monolith Management Ltd | 46,305 | $1,049 萬 | 3.71% | −85,491−64.9% | 減碼 |
| Matthews International Capital Management LLC | 46,452 | $1,052 萬 | 2.42% | +1,662+3.7% | 加碼 |
| Channing Global Advisors, LLC | 46,523 | $1,054 萬 | 6.80% | −1,980−4.1% | 減碼 |
| Renaissance Group LLC | 47,307 | $1,071 萬 | 0.42% | −903−1.9% | 減碼 |
| ExodusPoint Capital Management, LP | 47,457 | $1,075 萬 | 0.13% | +47,457 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 47,551 | $1,077 萬 | 0.04% | −8,792−15.6% | 減碼 |
| We Are One Seven, LLC | 47,742 | $1,081 萬 | 0.35% | +6,546+15.9% | 加碼 |
| Delphi Financial Group, Inc. | 47,830 | $1,083 萬 | 7.64% | 00.0% | 不變 |