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 |
|---|---|---|---|---|---|
| Benchstone Capital Management LP | 252,103 | $5,710 萬 | 5.04% | +929+0.4% | 加碼 |
| Triodos Investment Management BV | 251,853 | $5,704 萬 | 4.28% | +900+0.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 251,680 | $5,700 萬 | 0.40% | +183,248+267.8% | 加碼 |
| Joho Capital LLC | 249,100 | $5,642 萬 | 7.95% | +81,100+48.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 248,974 | $5,639 萬 | 0.17% | +31,953+14.7% | 加碼 |
| MAI Capital Management | 248,588 | $5,630 萬 | 0.39% | +12,357+5.2% | 加碼 |
| Insight Holdings Group, LLC | 246,930 | $5,593 萬 | 2.34% | +30,600+14.1% | 加碼 |
| Lido Advisors, LLC | 243,401 | $5,530 萬 | 0.29% | +9,025+3.9% | 加碼 |
| Perpetual Ltd | 243,449 | $5,514 萬 | 0.65% | −31,960−11.6% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $5,436 萬 | 5.43% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 238,106 | $5,393 萬 | 1.45% | −8,493−3.4% | 減碼 |
| HGK Asset Management Inc | 236,503 | $5,357 萬 | 9.17% | +21,648+10.1% | 加碼 |
| Cullen Capital Management LLC | 235,376 | $5,331 萬 | 0.61% | +70,932+43.1% | 加碼 |
| Victory Capital Management Inc | 232,123 | $5,257 萬 | 0.03% | +132,597+133.2% | 加碼 |
| Advisors Capital Management, LLC | 231,909 | $5,253 萬 | 0.72% | −4,464−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 223,500 | $5,248 萬 | 0.09% | +18,355+8.9% | 加碼 |
| Fernbridge Capital Management LP | 231,502 | $5,243 萬 | 2.50% | −20,740−8.2% | 減碼 |
| Itau Unibanco Holding S.A. | 221,227 | $5,011 萬 | 1.91% | −98,568−30.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 220,091 | $4,985 萬 | 0.33% | +90,077+69.3% | 加碼 |
| Ami Asset Management Corp | 219,999 | $4,983 萬 | 2.85% | +2,114+1.0% | 加碼 |
| Erste Asset Management GmbH | 218,277 | $4,955 萬 | 0.42% | +58,373+36.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 218,586 | $4,951 萬 | 3.35% | −4,465−2.0% | 減碼 |
| Davidson Investment Advisors | 216,669 | $4,907 萬 | 2.21% | +35,637+19.7% | 加碼 |
| Ovata Capital Management Ltd | 218,258 | $4,823 萬 | 10.44% | +18,779+9.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 211,398 | $4,788 萬 | 2.89% | +28,560+15.6% | 加碼 |
| Toroso Investments, LLC | 209,119 | $4,736 萬 | 0.31% | +34,934+20.1% | 加碼 |
| Junto Capital Management LP | 209,116 | $4,736 萬 | 1.00% | −16,206−7.2% | 減碼 |
| Wedgewood Partners Inc | 197,500 | $4,720 萬 | 9.16% | −39,313−16.6% | 減碼 |
| Mawer Investment Management Ltd. | 208,068 | $4,713 萬 | 0.24% | +32,658+18.6% | 加碼 |
| Factory Mutual Insurance Co | 206,420 | $4,675 萬 | 0.51% | +33,000+19.0% | 加碼 |
| Exor Capital LLP | 205,000 | $4,643 萬 | 1.00% | +20,000+10.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 201,845 | $4,572 萬 | 4.69% | +128,710+176.0% | 加碼 |
| Coalescence Partners Investment Management, LP | 200,884 | $4,550 萬 | 11.92% | +8,734+4.5% | 加碼 |
| Charles-Lim Capital Ltd | 200,000 | $4,530 萬 | 11.29% | +200,000 | 新進 |
| Todd Asset Management LLC | 197,671 | $4,477 萬 | 0.97% | +2,446+1.3% | 加碼 |
| Ramirez Asset Management, Inc. | 196,995 | $4,462 萬 | 6.75% | +25,283+14.7% | 加碼 |
| Maxi Investments CY Ltd | 196,503 | $4,451 萬 | 7.39% | +133,302+210.9% | 加碼 |
| New Age Alpha Advisors, LLC | 196,200 | $4,444 萬 | 1.96% | 00.0% | 不變 |
| Trybe Capital Management LP | 195,459 | $4,427 萬 | 10.80% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 191,945 | $4,347 萬 | 2.07% | −47,332−19.8% | 減碼 |
| Abn Amro Investment Solutions | 189,539 | $4,293 萬 | 0.86% | +5,334+2.9% | 加碼 |
| Moran Wealth Management, LLC | 187,797 | $4,253 萬 | 1.32% | −6,035−3.1% | 減碼 |
| Tairen Capital Ltd | 185,043 | $4,191 萬 | 4.28% | −105,607−36.3% | 減碼 |
| Senator Investment Group LP | 185,013 | $4,190 萬 | 1.62% | −24,025−11.5% | 減碼 |
| Deprince Race & Zollo Inc | 182,471 | $4,133 萬 | 0.86% | +32,847+22.0% | 加碼 |
| Warren Averett Asset Management, LLC | 182,194 | $4,127 萬 | 0.45% | −2,563−1.4% | 減碼 |
| Quadrature Capital Ltd | 178,955 | $4,053 萬 | 0.70% | +178,955 | 新進 |
| Infinitum Asset Management, LLC | 175,000 | $3,964 萬 | 8.78% | 00.0% | 不變 |
| GWM Advisors LLC | 174,760 | $3,958 萬 | 0.20% | +18,911+12.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 174,744 | $3,958 萬 | 0.43% | −415−0.2% | 減碼 |
| Grimes & Company, Inc. | 174,196 | $3,945 萬 | 1.07% | −3,344−1.9% | 減碼 |
| Sanctuary Advisors, LLC | 172,917 | $3,916 萬 | 0.24% | +459+0.3% | 加碼 |
| Pictet North America Advisors SA | 169,541 | $3,840 萬 | 3.85% | +9,572+6.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 169,374 | $3,836 萬 | 0.12% | +21,369+14.4% | 加碼 |
| Mercer Global Advisors Inc | 168,578 | $3,815 萬 | 0.09% | +53,047+45.9% | 加碼 |
| Asset Management One Co.,Ltd. | 164,752 | $3,731 萬 | 0.12% | +12,218+8.0% | 加碼 |
| BNP Paribas | 163,743 | $3,709 萬 | 1.20% | −289−0.2% | 減碼 |
| Kemnay Advisory Services Inc. | 163,359 | $3,700 萬 | 5.88% | +4,445+2.8% | 加碼 |
| Jones Financial Companies LLLP | 160,117 | $3,659 萬 | 0.03% | +57,408+55.9% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 160,840 | $3,643 萬 | 3.35% | −1,909−1.2% | 減碼 |
| TCW Group Inc | 159,213 | $3,606 萬 | 0.28% | −3,094−1.9% | 減碼 |
| Davy Global Fund Management Ltd | 158,875 | $3,598 萬 | 3.20% | +13,357+9.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 159,160 | $3,592 萬 | 5.90% | +85,875+117.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 157,729 | $3,572 萬 | 0.57% | −33,435−17.5% | 減碼 |
| Capital International Sarl | 157,668 | $3,571 萬 | 0.69% | +7,574+5.0% | 加碼 |
| Pathstone Holdings, LLC | 157,401 | $3,568 萬 | 0.14% | +3,368+2.2% | 加碼 |
| Academy Capital Management Inc | 156,409 | $3,543 萬 | 5.06% | −266−0.2% | 減碼 |
| Night Owl Capital Management, LLC | 155,804 | $3,529 萬 | 4.08% | +4,748+3.1% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 155,500 | $3,522 萬 | 12.05% | +105,360+210.1% | 加碼 |
| London & Capital Asset Management Ltd | 154,199 | $3,492 萬 | 2.65% | +29,606+23.8% | 加碼 |
| Blue Grotto Capital, LLC | 153,742 | $3,482 萬 | 4.20% | +153,742 | 新進 |
| Mackenzie Financial Corp | 153,098 | $3,468 萬 | 0.04% | +96,151+168.8% | 加碼 |
| GuoLine Advisory Pte Ltd | 150,700 | $3,413 萬 | 3.62% | +77,700+106.4% | 加碼 |
| Jupiter Asset Management Ltd | 148,815 | $3,371 萬 | 0.28% | −46,610−23.9% | 減碼 |
| Walleye Capital LLC | 148,700 | $3,368 萬 | 0.31% | −195,112−56.7% | 減碼 |
| State of Michigan Retirement System | 148,200 | $3,357 萬 | 0.17% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 161,703 | $3,335 萬 | 1.58% | −9,559−5.6% | 減碼 |
| Avantax Advisory Services, Inc. | 145,264 | $3,290 萬 | 0.18% | +1,605+1.1% | 加碼 |
| Schwartz Investment Counsel Inc | 144,350 | $3,269 萬 | 1.08% | −164,900−53.3% | 減碼 |
| Diversify Advisory Services, LLC | 132,915 | $3,247 萬 | 1.24% | +15,561+13.3% | 加碼 |
| Snowden Capital Advisors LLC | 141,878 | $3,225 萬 | 0.95% | −1,636−1.1% | 減碼 |
| Atria Investments LLC | 142,052 | $3,217 萬 | 0.38% | −537−0.4% | 減碼 |
| Brinker Capital Investments, LLC | 141,110 | $3,196 萬 | 0.27% | +8,066+6.1% | 加碼 |
| Norris Perne & French LLP | 140,862 | $3,190 萬 | 2.22% | +139,339+9,149.0% | 加碼 |
| Bailard, Inc. | 140,786 | $3,189 萬 | 0.74% | −565−0.4% | 減碼 |
| Formuepleje A/S | 192,013 | $3,187 萬 | 1.82% | 00.0% | 不變 |
| Raiffeisen Bank International AG | 141,109 | $3,143 萬 | 0.47% | −37,816−21.1% | 減碼 |
| John G Ullman & Associates Inc | 138,692 | $3,141 萬 | 4.66% | −442−0.3% | 減碼 |
| Janney Capital Management LLC | 138,522 | $3,137 萬 | 2.02% | −2,687−1.9% | 減碼 |
| Citadel Advisors LLC | 137,993 | $3,125 萬 | 0.03% | −396,801−74.2% | 減碼 |
| Natixis | 137,703 | $3,119 萬 | 0.15% | −47,668−25.7% | 減碼 |
| Main Street Research LLC | 136,977 | $3,113 萬 | 1.94% | −38,029−21.7% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 135,630 | $3,072 萬 | 0.18% | −1,900−1.4% | 減碼 |
| Liontrust Investment Partners LLP | 135,251 | $3,063 萬 | 0.44% | −67,230−33.2% | 減碼 |
| Tran Capital Management, L.P. | 134,926 | $3,056 萬 | 3.60% | −53,818−28.5% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 134,754 | $3,052 萬 | 4.73% | +134,754 | 新進 |
| Sapient Capital LLC | 133,836 | $3,041 萬 | 0.54% | +1,670+1.3% | 加碼 |
| Parkwood LLC | 163,608 | $3,035 萬 | 2.79% | +21,891+15.4% | 加碼 |
| Varenne Capital Partners | 132,480 | $3,001 萬 | 7.57% | +132,480 | 新進 |
| CIBC Asset Management Inc | 132,312 | $2,993 萬 | 0.09% | +71,222+116.6% | 加碼 |