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 |
|---|---|---|---|---|---|
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 131,264 | $2,973 萬 | 1.03% | −1,443,293−91.7% | 減碼 |
| Allen Investment Management LLC | 131,249 | $2,973 萬 | 0.32% | +1,487+1.1% | 加碼 |
| ABN AMRO Bank N.V. | 130,419 | $2,971 萬 | 0.39% | +3,180+2.5% | 加碼 |
| Ruffer LLP | 130,711 | $2,960 萬 | 1.31% | −142,200−52.1% | 減碼 |
| Warther Private Wealth, LLC | 128,416 | $2,908 萬 | 7.62% | −1,591−1.2% | 減碼 |
| Baskin Financial Services Inc. | 127,662 | $2,891 萬 | 2.19% | +127,662 | 新進 |
| Quantinno Capital Management LP | 127,554 | $2,889 萬 | 0.13% | +34,507+37.1% | 加碼 |
| Oppenheimer & Co Inc | 126,635 | $2,868 萬 | 0.38% | +5,404+4.5% | 加碼 |
| Boothbay Fund Management, LLC | 126,366 | $2,862 萬 | 0.90% | +120,237+1,961.8% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 125,478 | $2,842 萬 | 0.49% | +125,478 | 新進 |
| Greenleaf Trust | 124,432 | $2,818 萬 | 0.25% | +22,774+22.4% | 加碼 |
| Makena Capital Management LLC | 123,589 | $2,799 萬 | 2.80% | +123,589 | 新進 |
| Westwood Holdings Group Inc. | 123,190 | $2,790 萬 | 0.20% | −6,626−5.1% | 減碼 |
| Point72 Europe (London) LLP | 122,350 | $2,771 萬 | 1.43% | −2,200−1.8% | 減碼 |
| Scopia Capital Management LP | 121,535 | $2,753 萬 | 3.36% | +121,535 | 新進 |
| L1 Capital International Pty Ltd | 53,371 | $2,742 萬 | 6.73% | +7,719+16.9% | 加碼 |
| Jordan Park Group LLC | 120,569 | $2,731 萬 | 1.77% | +31,032+34.7% | 加碼 |
| Telemark Asset Management, LLC | 120,000 | $2,718 萬 | 2.88% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 119,780 | $2,713 萬 | 0.22% | 00.0% | 不變 |
| Private Advisor Group, LLC | 119,723 | $2,712 萬 | 0.15% | +35,870+42.8% | 加碼 |
| Glynn Capital Management LLC | 119,699 | $2,711 萬 | 6.10% | +8,956+8.1% | 加碼 |
| Franchise Capital Ltd | 119,580 | $2,708 萬 | 14.12% | +25,230+26.7% | 加碼 |
| Vanguard Group Inc | 119,041 | $2,696 萬 | 0.00% | +14,219+13.6% | 加碼 |
| Calamos Advisors LLC | 118,755 | $2,690 萬 | 0.12% | −60,301−33.7% | 減碼 |
| Choate Investment Advisors | 118,386 | $2,681 萬 | 0.58% | +5,101+4.5% | 加碼 |
| First Long Island Investors, LLC | 118,323 | $2,680 萬 | 2.10% | −2,487−2.1% | 減碼 |
| Storebrand Asset Management AS | 118,321 | $2,680 萬 | 0.08% | −11,400−8.8% | 減碼 |
| Nissay Asset Management Corp | 118,225 | $2,678 萬 | 0.16% | −2,760−2.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 117,456 | $2,660 萬 | 0.31% | −6,602−5.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 117,325 | $2,659 萬 | 0.66% | +60,815+107.6% | 加碼 |
| Noesis Capital Mangement Corp | 115,212 | $2,609 萬 | 4.53% | −1,406−1.2% | 減碼 |
| LTS One Management LP | 115,000 | $2,605 萬 | 6.29% | −14,000−10.9% | 減碼 |
| QRG Capital Management, Inc. | 113,957 | $2,581 萬 | 0.23% | +2,042+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 113,616 | $2,573 萬 | 0.13% | −1,833−1.6% | 減碼 |
| Y.D. More Investments Ltd | 113,458 | $2,569 萬 | 1.77% | +13,634+13.7% | 加碼 |
| Leonteq Securities AG | 113,421 | $2,569 萬 | 1.51% | −59,122−34.3% | 減碼 |
| KBC Group NV | 112,831 | $2,556 萬 | 0.07% | +19,026+20.3% | 加碼 |
| Kornitzer Capital Management Inc | 112,664 | $2,552 萬 | 0.51% | −19,963−15.1% | 減碼 |
| Bellecapital International Ltd. | 112,081 | $2,539 萬 | 4.51% | +99,740+808.2% | 加碼 |
| CapWealth Advisors, LLC | 111,785 | $2,532 萬 | 2.50% | −558−0.5% | 減碼 |
| Cabot Wealth Management Inc | 111,138 | $2,517 萬 | 2.99% | −1,049−0.9% | 減碼 |
| Untitled Investments LP | 110,261 | $2,497 萬 | 6.82% | +22,071+25.0% | 加碼 |
| 7G Capital Management, LLC | 110,000 | $2,491 萬 | 19.39% | +30,000+37.5% | 加碼 |
| Polar Asset Management Partners Inc. | 109,215 | $2,474 萬 | 0.62% | +67,922+164.5% | 加碼 |
| AQR Capital Management LLC | 109,180 | $2,462 萬 | 0.02% | −144,607−57.0% | 減碼 |
| Twin Tree Management, LP | 108,686 | $2,462 萬 | 0.62% | +91,602+536.2% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 108,395 | $2,455 萬 | 18.22% | +42,095+63.5% | 加碼 |
| Promethos Capital, LLC | 107,824 | $2,443 萬 | 8.25% | +5,180+5.0% | 加碼 |
| Firetrail Investments Pty Ltd | 108,263 | $2,443 萬 | 6.38% | −1,929−1.8% | 減碼 |
| Dodge & Cox | 107,800 | $2,442 萬 | 0.01% | +300+0.3% | 加碼 |
| Raub Brock Capital Management LP | 106,383 | $2,409 萬 | 5.25% | −4,761−4.3% | 減碼 |
| Wetherby Asset Management Inc | 106,350 | $2,409 萬 | 1.07% | +106,350 | 新進 |
| TD Waterhouse Canada Inc. | 105,833 | $2,376 萬 | 0.17% | −8,659−7.6% | 減碼 |
| Trexquant Investment LP | 103,409 | $2,342 萬 | 0.26% | −19,997−16.2% | 減碼 |
| Picton Mahoney Asset Management | 102,960 | $2,332 萬 | 0.33% | +13,099+14.6% | 加碼 |
| Naples Global Advisors, LLC | 102,461 | $2,328 萬 | 2.00% | −1,398−1.3% | 減碼 |
| Tiaa Trust, National Association | 102,264 | $2,316 萬 | 0.06% | +88,473+641.5% | 加碼 |
| Colony Group, LLC | 101,912 | $2,308 萬 | 0.05% | +16,128+18.8% | 加碼 |
| Farmers & Merchants Investments Inc | 101,911 | $2,308 萬 | 0.67% | +5,422+5.6% | 加碼 |
| Nishkama Capital, LLC | 101,388 | $2,296 萬 | 3.76% | +73,688+266.0% | 加碼 |
| Sava Infond d.o.o. | 100,355 | $2,273 萬 | 3.55% | +3,525+3.6% | 加碼 |
| Princeton Global Asset Management LLC | 100,329 | $2,272 萬 | 4.12% | −2,907−2.8% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 100,100 | $2,267 萬 | 3.72% | −47,500−32.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 100,000 | $2,265 萬 | 0.04% | +100,000 | 新進 |
| LMR Partners LLP | 99,838 | $2,261 萬 | 0.35% | −3,510−3.4% | 減碼 |
| Quadrant Capital Group LLC | 98,957 | $2,241 萬 | 0.81% | +45,906+86.5% | 加碼 |
| Kapitalo Investimentos Ltda | 98,664 | $2,235 萬 | 4.87% | −96,000−49.3% | 減碼 |
| Dock Street Asset Management Inc | 98,536 | $2,232 萬 | 2.10% | +98,536 | 新進 |
| Governors Lane LP | 97,709 | $2,213 萬 | 3.03% | −72,022−42.4% | 減碼 |
| Advisory Services Network, LLC | 91,361 | $2,207 萬 | 0.36% | +15,940+21.1% | 加碼 |
| Blair William & Co | 97,202 | $2,202 萬 | 0.06% | +3,191+3.4% | 加碼 |
| Groupama Asset Managment | 95,825 | $2,190 萬 | 0.36% | −17,481−15.4% | 減碼 |
| Advisory Research Inc | 96,601 | $2,188 萬 | 3.36% | +12,731+15.2% | 加碼 |
| JB Capital LLC | 96,451 | $2,185 萬 | 1.06% | +1,333+1.4% | 加碼 |
| BWCP, LP | 95,962 | $2,173 萬 | 3.55% | −44,572−31.7% | 減碼 |
| Augustine Asset Management Inc | 95,696 | $2,167 萬 | 5.80% | +758+0.8% | 加碼 |
| Naviter Wealth, LLC | 93,767 | $2,131 萬 | 2.62% | −4,328−4.4% | 減碼 |
| Meridian Investment Counsel Inc. | 94,031 | $2,130 萬 | 5.80% | −1,318−1.4% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $2,121 萬 | 1.13% | −48,000−33.9% | 減碼 |
| United Capital Financial Advisers, LLC | 93,584 | $2,120 萬 | 0.17% | +21,874+30.5% | 加碼 |
| JustInvest LLC | 93,138 | $2,110 萬 | 0.24% | +14,945+19.1% | 加碼 |
| Captrust Financial Advisors | 92,566 | $2,097 萬 | 0.05% | +4,944+5.6% | 加碼 |
| Penserra Capital Management LLC | 92,066 | $2,085 萬 | 0.29% | +8,038+9.6% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 91,836 | $2,080 萬 | 1.20% | +23,687+34.8% | 加碼 |
| Hanson & Doremus Investment Management | 90,896 | $2,059 萬 | 2.75% | −4,028−4.2% | 減碼 |
| Salem Investment Counselors Inc | 89,929 | $2,038 萬 | 0.65% | +406+0.5% | 加碼 |
| DuPont Capital Management Corp | 89,303 | $2,023 萬 | 2.17% | +9,247+11.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 89,100 | $2,018 萬 | 0.77% | −10,312−10.4% | 減碼 |
| CenterBook Partners LP | 88,833 | $2,012 萬 | 1.12% | −31,066−25.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 88,120 | $1,998 萬 | 0.15% | +21,974+33.2% | 加碼 |
| TB Capital Gestao de Recursos Ltda. | 88,153 | $1,997 萬 | 17.32% | +88,153 | 新進 |
| Berkshire Capital Holdings Inc | 88,050 | $1,994 萬 | 6.98% | +37,130+72.9% | 加碼 |
| Everett Harris & Co | 87,980 | $1,993 萬 | 0.26% | −87−0.1% | 減碼 |
| Melqart Asset Management (UK) Ltd | 86,933 | $1,969 萬 | 2.81% | +25,716+42.0% | 加碼 |
| Guyasuta Investment Advisors Inc | 86,880 | $1,968 萬 | 1.21% | +81,957+1,664.8% | 加碼 |
| Eldred Rock Partners, LLC | 86,459 | $1,958 萬 | 5.95% | −150.0% | 減碼 |
| Manchester Global Management (UK) Ltd | 86,313 | $1,955 萬 | 2.82% | −91,000−51.3% | 減碼 |
| Stonegate Investment Group, LLC | 86,155 | $1,951 萬 | 0.49% | +746+0.9% | 加碼 |
| Point72 (DIFC) Ltd | 85,741 | $1,942 萬 | 1.55% | +23,722+38.2% | 加碼 |
| Acadian Asset Management LLC | 85,702 | $1,941 萬 | 0.04% | +4,550+5.6% | 加碼 |