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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 85,675 | $1,940 萬 | 0.39% | +81,192+1,811.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 85,337 | $1,933 萬 | 0.15% | +7,350+9.4% | 加碼 |
| Wolverine Trading, LLC | 84,462 | $1,931 萬 | 0.49% | +5,097+6.4% | 加碼 |
| Exchange Traded Concepts, LLC | 84,838 | $1,921 萬 | 0.25% | +19,010+28.9% | 加碼 |
| CastleKnight Management LP | 84,500 | $1,914 萬 | 1.26% | +16,300+23.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 84,177 | $1,907 萬 | 0.67% | −3,510−4.0% | 減碼 |
| Barlow Wealth Partners, Inc. | 81,482 | $1,903 萬 | 2.28% | +78,010+2,246.8% | 加碼 |
| Principal Securities, Inc. | 83,645 | $1,894 萬 | 0.36% | +8,065+10.7% | 加碼 |
| Glenmede Investment Management, LP | 83,515 | $1,892 萬 | 0.10% | +83,515 | 新進 |
| Thoroughbred Financial Services, LLC | 83,049 | $1,881 萬 | 1.31% | −29,004−25.9% | 減碼 |
| SummitTX Capital, L.P. | 82,488 | $1,868 萬 | 0.83% | −15,285−15.6% | 減碼 |
| Vise Technologies, Inc. | 82,159 | $1,861 萬 | 0.77% | +82,159 | 新進 |
| NewEdge Wealth, LLC | 76,617 | $1,859 萬 | 0.29% | +8,655+12.7% | 加碼 |
| Artemis Investment Management LLP | 80,353 | $1,820 萬 | 0.23% | −18,635−18.8% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 80,334 | $1,819 萬 | 1.57% | −8,733−9.8% | 減碼 |
| Davenport & Co LLC | 79,926 | $1,810 萬 | 0.10% | −3,427−4.1% | 減碼 |
| In-Depth Partners, LLC | 79,237 | $1,795 萬 | 18.84% | +5,480+7.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 78,499 | $1,778 萬 | 0.23% | −39,669−33.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 77,845 | $1,763 萬 | 0.23% | +2,461+3.3% | 加碼 |
| Antipodes Partners Ltd | 77,636 | $1,759 萬 | 0.55% | −55,373−41.6% | 減碼 |
| Integrated Quantitative Investments LLC | 77,366 | $1,752 萬 | 5.15% | +28,266+57.6% | 加碼 |
| Copeland Capital Management, LLC | 77,330 | $1,751 萬 | 0.36% | −56−0.1% | 減碼 |
| Wahed Invest LLC | 77,194 | $1,748 萬 | 2.66% | +2,996+4.0% | 加碼 |
| Pittenger & Anderson Inc | 77,017 | $1,744 萬 | 0.64% | −142−0.2% | 減碼 |
| GF Fund Management Co. Ltd. | 75,491 | $1,710 萬 | 0.34% | −141,713−65.2% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 75,473 | $1,709 萬 | 0.75% | −75,495−50.0% | 減碼 |
| CTC LLC | 75,468 | $1,709 萬 | 1.09% | −69,562−48.0% | 減碼 |
| Roundview Capital LLC | 75,170 | $1,703 萬 | 1.14% | +923+1.2% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 74,969 | $1,698 萬 | 0.06% | +74,969 | 新進 |
| Pelham Capital Ltd. | 74,755 | $1,693 萬 | 9.10% | −3,813−4.9% | 減碼 |
| Resources Investment Advisors, LLC. | 74,485 | $1,687 萬 | 0.19% | +10,190+15.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 73,036 | $1,654 萬 | 3.08% | +3,165+4.5% | 加碼 |
| Loup Funds, LLC | 72,806 | $1,649 萬 | 6.53% | −8,826−10.8% | 減碼 |
| FACT Capital, LP | 72,707 | $1,647 萬 | 7.83% | −18,412−20.2% | 減碼 |
| Dnca Finance | 72,570 | $1,644 萬 | 1.26% | −29,240−28.7% | 減碼 |
| HM Payson & Co | 72,566 | $1,644 萬 | 0.26% | −1,436−1.9% | 減碼 |
| Paragon Advisors, LLC | 71,510 | $1,620 萬 | 4.23% | +18,332+34.5% | 加碼 |
| Callan Family Office, LLC | 71,486 | $1,619 萬 | 0.51% | +29,862+71.7% | 加碼 |
| Grafton Street Partners Fund, LP | 71,379 | $1,617 萬 | 10.21% | +30,888+76.3% | 加碼 |
| Oak Family Advisors, LLC | 71,323 | $1,615 萬 | 5.85% | +215+0.3% | 加碼 |
| Flputnam Investment Management Co | 71,173 | $1,612 萬 | 0.28% | −383−0.5% | 減碼 |
| SBI Securities Co., Ltd. | 70,794 | $1,603 萬 | 0.46% | −18,200−20.5% | 減碼 |
| Ironvine Capital Partners, LLC | 70,757 | $1,603 萬 | 1.66% | +4,752+7.2% | 加碼 |
| Trust Co of Vermont | 70,734 | $1,602 萬 | 0.75% | +13,346+23.3% | 加碼 |
| Horiko Capital Management LLC | 69,795 | $1,581 萬 | 4.13% | −2,718−3.7% | 減碼 |
| Generali Asset Management SPA SGR | 69,388 | $1,572 萬 | 0.36% | 00.0% | 不變 |
| Forge First Asset Management Inc. | 69,270 | $1,568 萬 | 5.67% | −4,100−5.6% | 減碼 |
| Ethic Inc. | 68,336 | $1,562 萬 | 0.28% | +1,484+2.2% | 加碼 |
| Lyell Wealth Management, LP | 68,360 | $1,548 萬 | 1.22% | +3,605+5.6% | 加碼 |
| Fifth Third Bancorp | 68,288 | $1,547 萬 | 0.05% | +6,740+11.0% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 67,745 | $1,534 萬 | 1.32% | +302+0.4% | 加碼 |
| Ritholtz Wealth Management | 67,501 | $1,529 萬 | 0.34% | +1,003+1.5% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 67,140 | $1,521 萬 | 2.28% | +7,385+12.4% | 加碼 |
| Nicola Wealth Management Ltd. | 67,000 | $1,517 萬 | 1.42% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 66,938 | $1,516 萬 | 0.90% | −1,675−2.4% | 減碼 |
| Park Avenue Securities LLC | 66,912 | $1,516 萬 | 0.14% | +2,362+3.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,561 | $1,515 萬 | 0.14% | +21,242+46.9% | 加碼 |
| University of Illinois Foundation | 66,505 | $1,510 萬 | 6.02% | +20,635+45.0% | 加碼 |
| Qtron Investments LLC | 65,309 | $1,479 萬 | 1.89% | −1,463−2.2% | 減碼 |
| Thames Capital Management LLC | 65,127 | $1,475 萬 | 3.34% | +51,471+376.9% | 加碼 |
| Soros Capital Management LLC | 64,265 | $1,456 萬 | 4.43% | −110,035−63.1% | 減碼 |
| Two Sigma Advisers, LP | 63,800 | $1,445 萬 | 0.03% | +37,400+141.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 63,487 | $1,438 萬 | 0.15% | +58,034+1,064.3% | 加碼 |
| Matthew 25 Management Corp | 63,000 | $1,427 萬 | 4.59% | +43,000+215.0% | 加碼 |
| Cambiar Investors LLC | 62,939 | $1,426 萬 | 0.60% | −5,521−8.1% | 減碼 |
| Hodges Capital Management Inc. | 62,621 | $1,418 萬 | 1.36% | −118−0.2% | 減碼 |
| Hamilton Wealth, LLC | 62,364 | $1,412 萬 | 3.16% | −1,823−2.8% | 減碼 |
| Overbrook Management Corp | 62,152 | $1,408 萬 | 2.62% | −10,223−14.1% | 減碼 |
| Private Advisory Group LLC | 61,974 | $1,404 萬 | 1.31% | +2,685+4.5% | 加碼 |
| Aureus Asset Management, LLC | 61,564 | $1,394 萬 | 0.89% | +55,010+839.3% | 加碼 |
| Pensionmark Financial Group, LLC | 61,537 | $1,394 萬 | 0.32% | +3,755+6.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 61,332 | $1,389 萬 | 0.34% | +1,337+2.2% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 61,101 | $1,383 萬 | 1.32% | −9,000−12.8% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 60,903 | $1,379 萬 | 2.92% | +639+1.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 60,882 | $1,379 萬 | 0.25% | −2,084−3.3% | 減碼 |
| J. Safra Sarasin Holding AG | 60,817 | $1,378 萬 | 0.24% | −197,474−76.5% | 減碼 |
| Kempner Capital Management Inc. | 60,615 | $1,373 萬 | 7.35% | +14,576+31.7% | 加碼 |
| Hudson Bay Capital Management LP | 60,321 | $1,366 萬 | 0.09% | −1,045,878−94.5% | 減碼 |
| Timber Creek Capital Management LLC | 58,537 | $1,361 萬 | 3.47% | −301−0.5% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $1,359 萬 | 1.09% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 59,877 | $1,356 萬 | 0.50% | −14,562−19.6% | 減碼 |
| Triavera Capital LLC | 59,758 | $1,353 萬 | 7.13% | +2,525+4.4% | 加碼 |
| Altrafin AG | 59,713 | $1,352 萬 | 4.57% | +2,210+3.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 59,578 | $1,349 萬 | 0.19% | +7,484+14.4% | 加碼 |
| Oak Grove Capital LLC | 59,555 | $1,349 萬 | 3.10% | +9,400+18.7% | 加碼 |
| D.A. Davidson & Co. | 59,544 | $1,349 萬 | 0.09% | +11,612+24.2% | 加碼 |
| Texas Yale Capital Corp. | 59,467 | $1,347 萬 | 0.44% | −30−0.1% | 減碼 |
| Banco BTG Pactual S.A. | 59,066 | $1,338 萬 | 2.72% | −64,156−52.1% | 減碼 |
| Signaturefd, LLC | 58,808 | $1,332 萬 | 0.23% | −411−0.7% | 減碼 |
| Adviser Investments LLC | 58,788 | $1,331 萬 | 0.17% | +3,216+5.8% | 加碼 |
| Capital Fund Management S.A. | 58,506 | $1,325 萬 | 0.15% | −103,406−63.9% | 減碼 |
| Ieq Capital, LLC | 58,284 | $1,320 萬 | 0.08% | +24,169+70.8% | 加碼 |
| SCS Capital Management LLC | 57,939 | $1,316 萬 | 0.15% | +42,853+284.1% | 加碼 |
| Unisphere Establishment | 58,000 | $1,314 萬 | 0.11% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 57,768 | $1,308 萬 | 2.05% | −18,680−24.4% | 減碼 |
| Point72 Italy, S.r.l. | 57,532 | $1,303 萬 | 6.42% | +41,188+252.0% | 加碼 |
| Empowered Funds, LLC | 57,245 | $1,297 萬 | 0.15% | +32,886+135.0% | 加碼 |
| Evergreen Capital Management LLC | 56,602 | $1,286 萬 | 0.39% | −5,394−8.7% | 減碼 |
| M. Kulyk & Associates, LLC | 56,797 | $1,286 萬 | 2.79% | −620−1.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 56,603 | $1,282 萬 | 0.09% | +8,263+17.1% | 加碼 |