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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 509,775 | $1.15 億 | 0.07% | +2,905+0.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 501,760 | $1.14 億 | 0.11% | −2,525,980−83.4% | 減碼 |
| Assetmark, Inc | 488,585 | $1.11 億 | 0.26% | +74,574+18.0% | 加碼 |
| Avala Global LP | 486,299 | $1.10 億 | 5.74% | −46,985−8.8% | 減碼 |
| Cookson Peirce & Co Inc | 476,379 | $1.08 億 | 4.75% | −7,805−1.6% | 減碼 |
| Pictet Asset Management Holding SA | 468,338 | $1.06 億 | 0.11% | +289,660+162.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 467,108 | $1.06 億 | 0.31% | −16,083−3.3% | 減碼 |
| Phoenix Holdings Ltd. | 465,350 | $1.05 億 | 1.39% | +19,272+4.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 459,915 | $1.04 億 | 1.00% | +72,523+18.7% | 加碼 |
| Tredje AP-fonden | 458,839 | $1.04 億 | 0.83% | −39,891−8.0% | 減碼 |
| Parnassus Investments | 457,244 | $1.04 億 | 0.24% | −30,130−6.2% | 減碼 |
| Pictet & Cie (Europe) SA | 456,999 | $1.04 億 | 2.21% | +352+0.1% | 加碼 |
| LGT Capital Partners Ltd. | 456,812 | $1.03 億 | 4.58% | −124,531−21.4% | 減碼 |
| Agf Management Ltd | 454,945 | $1.03 億 | 0.47% | +454,945 | 新進 |
| MML Investors Services, LLC | 453,189 | $1.03 億 | 0.30% | +29,367+6.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 453,503 | $1.03 億 | 2.90% | +10,932+2.5% | 加碼 |
| Boston Common Asset Management, LLC | 452,284 | $1.02 億 | 2.87% | +49,756+12.4% | 加碼 |
| Steadfast Capital Management LP | 449,417 | $1.02 億 | 1.89% | +165,817+58.5% | 加碼 |
| Clark Capital Management Group, Inc. | 448,505 | $1.02 億 | 0.70% | −133,524−22.9% | 減碼 |
| Capital International Inc | 447,952 | $1.01 億 | 0.99% | −58,226−11.5% | 減碼 |
| Mairs & Power Inc | 446,826 | $1.01 億 | 1.00% | +49,169+12.4% | 加碼 |
| Kinetic Partners Management, LP | 445,954 | $1.01 億 | 5.52% | +64,000+16.8% | 加碼 |
| North of South Capital LLP | 445,597 | $1.01 億 | 10.61% | +4,790+1.1% | 加碼 |
| Evelyn Partners Investment Management LLP | 444,497 | $1.01 億 | 3.08% | +25,784+6.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 440,838 | $9,985 萬 | 1.14% | +19,158+4.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 438,831 | $9,936 萬 | 0.99% | +239,331+120.0% | 加碼 |
| Standard Life Aberdeen plc | 434,914 | $9,893 萬 | 0.17% | +52,436+13.7% | 加碼 |
| iA Global Asset Management Inc. | 424,911 | $9,624 萬 | 1.45% | +354,083+499.9% | 加碼 |
| Commonwealth Equity Services, LLC | 424,358 | $9,611 萬 | 0.13% | +24,151+6.0% | 加碼 |
| National Bank of Canada | 422,522 | $9,565 萬 | 0.10% | −1,735,996−80.4% | 減碼 |
| Truist Financial Corp | 422,069 | $9,559 萬 | 0.14% | +8,795+2.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,000 | $9,500 萬 | 0.93% | 00.0% | 不變 |
| Mariner, LLC | 417,466 | $9,457 萬 | 0.14% | +44,273+11.9% | 加碼 |
| Vident Advisory, LLC | 416,793 | $9,440 萬 | 1.06% | +103,085+32.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 407,895 | $9,238 萬 | 0.21% | −42,495−9.4% | 減碼 |
| Alpha Cubed Investments, LLC | 401,263 | $9,088 萬 | 3.45% | +207,235+106.8% | 加碼 |
| Chicago Capital, LLC | 399,072 | $9,039 萬 | 2.23% | +7,488+1.9% | 加碼 |
| DJE Kapital AG | 398,132 | $8,988 萬 | 2.20% | −20,586−4.9% | 減碼 |
| Johnson Investment Counsel Inc | 392,504 | $8,890 萬 | 0.80% | +11,182+2.9% | 加碼 |
| Guinness Asset Management LTD | 391,363 | $8,877 萬 | 1.59% | −2,910−0.7% | 減碼 |
| Groupe la Francaise | 381,150 | $8,595 萬 | 1.40% | +46,891+14.0% | 加碼 |
| Strategy Capital LLC | 378,692 | $8,577 萬 | 5.77% | +16,462+4.5% | 加碼 |
| US Bancorp | 374,026 | $8,471 萬 | 0.11% | +2,084+0.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 373,479 | $8,459 萬 | 0.30% | −155,399−29.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 364,600 | $8,258 萬 | 0.61% | −7,800−2.1% | 減碼 |
| Advisor Group Holdings, Inc. | 382,440 | $8,256 萬 | 0.15% | +82,714+27.6% | 加碼 |
| Nomura Asset Management Co Ltd | 364,512 | $8,256 萬 | 0.23% | +65,910+22.1% | 加碼 |
| Marshall Wace, LLP | 364,388 | $8,253 萬 | 0.10% | +364,388 | 新進 |
| Janney Montgomery Scott LLC | 360,069 | $8,155 萬 | 0.21% | +426+0.1% | 加碼 |
| Light Street Capital Management, LLC | 358,757 | $8,125 萬 | 16.60% | +39,012+12.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 358,466 | $8,119 萬 | 0.55% | +18,647+5.5% | 加碼 |
| Rhumbline Advisers | 357,688 | $8,101 萬 | 0.07% | −5,640−1.6% | 減碼 |
| CI Private Wealth, LLC | 354,162 | $8,022 萬 | 0.12% | −4,572−1.3% | 減碼 |
| Hardman Johnston Global Advisors LLC | 349,781 | $7,922 萬 | 3.51% | −30,474−8.0% | 減碼 |
| Contrarius Group Holdings Ltd | 346,865 | $7,856 萬 | 4.44% | +346,865 | 新進 |
| Northwestern Mutual Wealth Management Co | 341,523 | $7,735 萬 | 0.06% | +8,569+2.6% | 加碼 |
| Albar Capital Partners LLP | 333,512 | $7,554 萬 | 12.92% | +276,231+482.2% | 加碼 |
| HughesLittle Investment Management Ltd. | 331,045 | $7,498 萬 | 15.39% | 00.0% | 不變 |
| Scotia Capital Inc. | 329,096 | $7,453 萬 | 0.35% | +5,368+1.7% | 加碼 |
| Diamond Hill Capital Management Inc | 327,979 | $7,428 萬 | 0.34% | +13,815+4.4% | 加碼 |
| Prime Capital Management Co Ltd | 327,655 | $7,421 萬 | 36.14% | +327,655 | 新進 |
| Crossmark Global Holdings, Inc. | 322,424 | $7,303 萬 | 1.18% | +9,865+3.2% | 加碼 |
| M&T Bank Corp | 319,890 | $7,245 萬 | 0.25% | +66,633+26.3% | 加碼 |
| Flossbach Von Storch AG | 316,397 | $7,166 萬 | 0.29% | +35,401+12.6% | 加碼 |
| Ninety One North America, Inc. | 312,406 | $7,076 萬 | 3.47% | −17,555−5.3% | 減碼 |
| BIT Capital GmbH | 303,484 | $6,874 萬 | 4.48% | +264,542+679.3% | 加碼 |
| Sirios Capital Management L P | 301,500 | $6,829 萬 | 9.90% | +27,166+9.9% | 加碼 |
| Suvretta Capital Management, LLC | 300,401 | $6,804 萬 | 2.56% | −50,113−14.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 298,931 | $6,772 萬 | 0.30% | +50,124+20.1% | 加碼 |
| Generation Investment Management LLP | 297,088 | $6,729 萬 | 0.43% | +16,193+5.8% | 加碼 |
| Danske Bank A/S | 294,089 | $6,661 萬 | 0.17% | +253,384+622.5% | 加碼 |
| Spear Holdings RSC Ltd | 294,000 | $6,659 萬 | 4.87% | −152,376−34.1% | 減碼 |
| M&G Plc | 291,185 | $6,581 萬 | 0.36% | −15,223−5.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 290,048 | $6,569 萬 | 4.13% | +290,048 | 新進 |
| SG Americas Securities, LLC | 288,826 | $6,542 萬 | 0.29% | −184,799−39.0% | 減碼 |
| Oribel Capital Management, LP | 287,300 | $6,507 萬 | 3.45% | +287,300 | 新進 |
| McDaniel Terry & Co | 287,231 | $6,505 萬 | 5.33% | −2,057−0.7% | 減碼 |
| Generate Investment Management Ltd | 283,970 | $6,432 萬 | 3.57% | −32,055−10.1% | 減碼 |
| Dundas Partners LLP | 282,445 | $6,397 萬 | 4.45% | −6,726−2.3% | 減碼 |
| National Philanthropic Trust | 281,807 | $6,383 萬 | 0.85% | +29,154+11.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 270,869 | $6,360 萬 | 1.71% | −245−0.1% | 減碼 |
| ICONIQ Capital, LLC | 280,312 | $6,349 萬 | 1.07% | +280,312 | 新進 |
| Headwater Capital Co Ltd | 280,000 | $6,342 萬 | 22.20% | +60,000+27.3% | 加碼 |
| Simplex Trading, LLC | 278,926 | $6,317 萬 | 1.70% | −201,596−42.0% | 減碼 |
| Modera Wealth Management, LLC | 272,403 | $6,170 萬 | 0.76% | +1,691+0.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 269,109 | $6,095 萬 | 3.03% | +1330.0% | 加碼 |
| Earnest Partners LLC | 268,159 | $6,074 萬 | 0.27% | +4,208+1.6% | 加碼 |
| Stony Point Capital LLC | 267,402 | $6,056 萬 | 4.78% | +170,113+174.9% | 加碼 |
| Trajan Wealth LLC | 265,075 | $6,004 萬 | 2.94% | +21,420+8.8% | 加碼 |
| TOMS Capital Investment Management LP | 265,000 | $6,002 萬 | 4.45% | −378,000−58.8% | 減碼 |
| BLI - Banque de Luxembourg Investments | 261,600 | $5,978 萬 | 1.71% | −2,000−0.8% | 減碼 |
| Brandes Investment Partners, LP | 263,751 | $5,974 萬 | 0.54% | +43,066+19.5% | 加碼 |
| Cat Rock Capital Management LP | 262,876 | $5,954 萬 | 7.50% | +40,093+18.0% | 加碼 |
| Thomasville National Bank | 261,286 | $5,918 萬 | 4.03% | +50,610+24.0% | 加碼 |
| Newbrook Capital Advisors LP | 260,753 | $5,906 萬 | 7.44% | +46,421+21.7% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 259,984 | $5,888 萬 | 0.51% | −11,808−4.3% | 減碼 |
| Carrhae Capital LLP | 258,001 | $5,843 萬 | 5.59% | +258,001 | 新進 |
| Summit Partners Public Asset Management, LLC | 257,000 | $5,821 萬 | 2.27% | +63,500+32.8% | 加碼 |
| Advent International Corp | 256,950 | $5,820 萬 | 1.89% | +256,950 | 新進 |
| Marcho Partners LLP | 253,879 | $5,750 萬 | 22.60% | +6,887+2.8% | 加碼 |