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 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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 1,442,123 | $3.27 億 | 2.63% | +529,212+58.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,437,982 | $3.26 億 | 0.29% | −146,549−9.2% | 減碼 |
| Third Point LLC大師第三點資本 | 1,430,000 | $3.24 億 | 4.25% | −350,000−19.7% | 減碼 |
| Great West Life Assurance Co | 1,413,676 | $3.21 億 | 0.51% | −41,521−2.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,415,449 | $3.21 億 | 0.76% | −466,431−24.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $3.02 億 | 0.54% | −11,693−0.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,273,745 | $2.88 億 | 0.22% | −333,396−20.7% | 減碼 |
| New York State Common Retirement Fund | 1,259,053 | $2.85 億 | 0.38% | +71,067+6.0% | 加碼 |
| Himension Fund | 1,243,081 | $2.82 億 | 22.00% | −109,101−8.1% | 減碼 |
| CIBC World Markets Inc. | 1,221,153 | $2.77 億 | 0.61% | +34,348+2.9% | 加碼 |
| FIL Ltd | 1,214,864 | $2.75 億 | 0.24% | +78,551+6.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,209,557 | $2.75 億 | 3.26% | −148,760−11.0% | 減碼 |
| WT Asset Management Ltd | 1,202,926 | $2.72 億 | 19.10% | +1,202,926 | 新進 |
| Kempen Capital Management N.V. | 1,197,959 | $2.71 億 | 2.59% | −44,224−3.6% | 減碼 |
| Deutsche Bank AG | 1,178,259 | $2.67 億 | 0.10% | +112,004+10.5% | 加碼 |
| Public Employees Retirement System of Ohio | 1,158,047 | $2.62 億 | 0.88% | −56,936−4.7% | 減碼 |
| Waverton Investment Management Ltd | 1,144,501 | $2.59 億 | 3.57% | +304,722+36.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,130,637 | $2.56 億 | 0.41% | −36,062−3.1% | 減碼 |
| Lord, Abbett & Co. LLC | 1,123,299 | $2.54 億 | 0.82% | −468,784−29.4% | 減碼 |
| Locust Wood Capital Advisers, LLC | 1,102,061 | $2.50 億 | 7.37% | +68,094+6.6% | 加碼 |
| Martin Currie Ltd | 1,099,359 | $2.49 億 | 9.55% | −203,418−15.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,096,731 | $2.48 億 | 1.43% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,087,249 | $2.46 億 | 0.60% | −133,035−10.9% | 減碼 |
| Susquehanna Advisors Group, Inc. | 1,075,000 | $2.43 億 | 9.68% | +35,000+3.4% | 加碼 |
| Dorsal Capital Management, LLC | 1,075,000 | $2.43 億 | 6.93% | +75,000+7.5% | 加碼 |
| Millennium Management LLC | 1,067,106 | $2.42 億 | 0.22% | +256,956+31.7% | 加碼 |
| Trinity Street Asset Management LLP | 1,054,005 | $2.39 億 | 16.38% | +114,000+12.1% | 加碼 |
| Man Group plc | 1,053,421 | $2.39 億 | 0.52% | +812,404+337.1% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,025,000 | $2.32 億 | 3.60% | +755,000+279.6% | 加碼 |
| Intermede Investment Partners Ltd | 1,019,689 | $2.31 億 | 7.12% | −48,333−4.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,012,835 | $2.29 億 | 0.15% | +14,038+1.4% | 加碼 |
| Skye Global Management LP | 1,012,000 | $2.29 億 | 4.89% | −444,000−30.5% | 減碼 |
| Nordea Investment Management AB | 996,347 | $2.25 億 | 0.21% | +138,909+16.2% | 加碼 |
| Ci Investments Inc. | 976,361 | $2.21 億 | 0.83% | −29,624−2.9% | 減碼 |
| Capital Group Private Client Services, Inc. | 961,692 | $2.18 億 | 1.89% | −6,159−0.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 949,635 | $2.15 億 | 2.02% | −69,115−6.8% | 減碼 |
| AXA S.A. | 949,201 | $2.15 億 | 0.62% | +132,401+16.2% | 加碼 |
| AustralianSuper Pty Ltd | 932,913 | $2.11 億 | 1.07% | +327,565+54.1% | 加碼 |
| XN LP | 928,074 | $2.10 億 | 7.34% | −37,324−3.9% | 減碼 |
| Allianz Asset Management GmbH | 920,654 | $2.09 億 | 0.28% | −62,991−6.4% | 減碼 |
| Optiver Holding B.V. | 920,555 | $2.08 億 | 5.62% | −1,683−0.2% | 減碼 |
| State Street Corp | 908,898 | $2.07 億 | 0.01% | −303,274−25.0% | 減碼 |
| Axiom Investors LLC | 906,367 | $2.05 億 | 1.68% | −171,587−15.9% | 減碼 |
| Stifel Financial Corp | 894,068 | $2.02 億 | 0.20% | −3,405−0.4% | 減碼 |
| Rathbone Brothers plc | 888,503 | $2.01 億 | 0.87% | +109,946+14.1% | 加碼 |
| Loomis Sayles & Co L P | 888,019 | $2.01 億 | 0.25% | +165,376+22.9% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 867,209 | $1.96 億 | 2.83% | +867,209 | 新進 |
| Candriam Luxembourg S.C.A. | 861,029 | $1.95 億 | 1.12% | −61,323−6.6% | 減碼 |
| Susquehanna International Group, LLP | 857,729 | $1.94 億 | 0.30% | −2,330,755−73.1% | 減碼 |
| Baird Financial Group, Inc. | 856,067 | $1.94 億 | 0.34% | +119,412+16.2% | 加碼 |
| Bessemer Group Inc | 832,689 | $1.89 億 | 0.31% | +35,013+4.4% | 加碼 |
| C WorldWide Group Holding A/S | 818,140 | $1.85 億 | 2.51% | −2760.0% | 減碼 |
| Montrusco Bolton Investments Inc. | 863,127 | $1.85 億 | 2.05% | +309,140+55.8% | 加碼 |
| Renaissance Technologies LLC | 813,420 | $1.84 億 | 0.25% | +270,600+49.9% | 加碼 |
| Bank of Montreal | 807,842 | $1.83 億 | 0.09% | +104,364+14.8% | 加碼 |
| SRS Investment Management, LLC | 792,859 | $1.80 億 | 1.86% | 00.0% | 不變 |
| Marsico Capital Management LLC | 776,451 | $1.76 億 | 4.77% | +56,184+7.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 765,085 | $1.73 億 | 4.43% | +166,305+27.8% | 加碼 |
| Manning & Napier Advisors LLC | 762,106 | $1.73 億 | 2.06% | −495,821−39.4% | 減碼 |
| HighTower Advisors, LLC | 758,892 | $1.72 億 | 0.22% | −62,702−7.6% | 減碼 |
| Rockefeller Capital Management L.P. | 758,101 | $1.72 億 | 0.38% | +125,295+19.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 754,800 | $1.71 億 | 0.66% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 740,709 | $1.68 億 | 0.96% | +238,299+47.4% | 加碼 |
| First Trust Advisors LP | 738,503 | $1.67 億 | 0.13% | −258,600−25.9% | 減碼 |
| Lansdowne Partners (UK) LLP | 738,205 | $1.67 億 | 21.72% | +240,188+48.2% | 加碼 |
| Metropolis Capital Ltd | 709,881 | $1.61 億 | 5.10% | +86,260+13.8% | 加碼 |
| Thornburg Investment Management Inc | 708,696 | $1.61 億 | 2.06% | −62,980−8.2% | 減碼 |
| Samlyn Capital, LLC | 706,299 | $1.60 億 | 2.32% | +88,606+14.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 698,930 | $1.58 億 | 1.16% | +472,882+209.2% | 加碼 |
| Geode Capital Management, LLC | 676,178 | $1.53 億 | 0.01% | +43,139+6.8% | 加碼 |
| ARGA Investment Management, LP | 668,186 | $1.51 億 | 4.14% | −7,311−1.1% | 減碼 |
| Epoch Investment Partners, Inc. | 653,751 | $1.48 億 | 0.77% | −117,007−15.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 651,115 | $1.47 億 | 0.85% | +1,338+0.2% | 加碼 |
| Quilter Plc | 628,840 | $1.42 億 | 2.60% | +3,955+0.6% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 622,583 | $1.41 億 | 2.36% | +101,067+19.4% | 加碼 |
| Federated Hermes, Inc. | 620,522 | $1.41 億 | 0.26% | +19,696+3.3% | 加碼 |
| Summitry LLC | 608,076 | $1.38 億 | 6.24% | −3,380−0.6% | 減碼 |
| Noked Israel Ltd | 607,330 | $1.38 億 | 25.38% | −21,120−3.4% | 減碼 |
| Whale Rock Capital Management LLC | 605,847 | $1.37 億 | 1.90% | +81,394+15.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 639,662 | $1.37 億 | 2.28% | +33,131+5.5% | 加碼 |
| TD Asset Management Inc | 593,695 | $1.34 億 | 0.11% | +78,566+15.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 590,114 | $1.34 億 | 0.24% | +54,643+10.2% | 加碼 |
| Aviva PLC | 588,183 | $1.33 億 | 0.28% | +66,979+12.9% | 加碼 |
| Kames Capital plc | 584,323 | $1.32 億 | 1.69% | +33,388+6.1% | 加碼 |
| Westfield Capital Management Co LP | 580,313 | $1.31 億 | 0.55% | −75,054−11.5% | 減碼 |
| Bamco Inc | 579,204 | $1.31 億 | 0.36% | −63,893−9.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 578,359 | $1.31 億 | 0.25% | +8,302+1.5% | 加碼 |
| Analog Century Management LP | 577,707 | $1.31 億 | 7.67% | +48,250+9.1% | 加碼 |
| Handelsbanken Fonder AB | 562,000 | $1.27 億 | 0.45% | +126,720+29.1% | 加碼 |
| Banque Pictet & Cie SA | 557,950 | $1.26 億 | 1.32% | −42,066−7.0% | 減碼 |
| Scge Management, L.P. | 556,000 | $1.26 億 | 2.64% | −245,000−30.6% | 減碼 |
| Cetera Investment Advisers | 554,607 | $1.26 億 | 0.21% | +38,421+7.4% | 加碼 |
| Bahl & Gaynor Inc | 554,077 | $1.25 億 | 0.64% | +17,164+3.2% | 加碼 |
| Cerity Partners LLC | 540,932 | $1.23 億 | 0.22% | −27,778−4.9% | 減碼 |
| Sustainable Growth Advisers, LP | 539,358 | $1.22 億 | 0.63% | −15,417−2.8% | 減碼 |
| Creative Planning | 532,247 | $1.21 億 | 0.10% | +33,963+6.8% | 加碼 |
| Blue Whale Capital LLP | 524,270 | $1.19 億 | 7.77% | +55,237+11.8% | 加碼 |
| La Banque Postale Asset Management SA | 519,951 | $1.18 億 | 1.66% | −155,365−23.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 518,352 | $1.17 億 | 0.89% | +322,778+165.0% | 加碼 |
| Causeway Capital Management LLC | 517,815 | $1.17 億 | 1.86% | −1,830−0.4% | 減碼 |