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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 56,424 | $1,278 萬 | 0.05% | −8,493−13.1% | 減碼 |
| Verition Fund Management LLC | 55,917 | $1,266 萬 | 0.07% | +9,859+21.4% | 加碼 |
| Castleark Management LLC | 55,610 | $1,260 萬 | 0.38% | −8,420−13.2% | 減碼 |
| Annex Advisory Services, LLC | 55,463 | $1,256 萬 | 0.30% | −2,545−4.4% | 減碼 |
| Contravisory Investment Management, Inc. | 55,363 | $1,254 萬 | 2.47% | −1,031−1.8% | 減碼 |
| Easterly Investment Partners LLC | 55,264 | $1,252 萬 | 0.90% | +9,161+19.9% | 加碼 |
| Symmetry Investments LP | 54,872 | $1,243 萬 | 1.04% | −34,667−38.7% | 減碼 |
| Employees Retirement System of Texas | 54,700 | $1,239 萬 | 0.10% | +54,700 | 新進 |
| Frank, Rimerman Advisors LLC | 54,300 | $1,230 萬 | 0.83% | +1,126+2.1% | 加碼 |
| LGT Fund Management Co Ltd. | 54,007 | $1,223 萬 | 1.07% | −24,439−31.2% | 減碼 |
| Litman Gregory Asset Management LLC | 53,982 | $1,223 萬 | 0.96% | −1,697−3.0% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 53,923 | $1,221 萬 | 2.13% | +53,923 | 新進 |
| Segall Bryant & Hamill, LLC | 53,881 | $1,220 萬 | 0.17% | −16,246−23.2% | 減碼 |
| Explore Capital Management, LLC | 53,500 | $1,212 萬 | 8.57% | +53,500 | 新進 |
| Credit Capital Investments LLC | 53,400 | $1,209 萬 | 16.92% | −900−1.7% | 減碼 |
| RNC Capital Management LLC | 53,308 | $1,207 萬 | 0.59% | +2,711+5.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 53,131 | $1,203 萬 | 0.80% | +824+1.6% | 加碼 |
| Whittier Trust Co | 53,123 | $1,203 萬 | 0.15% | +2,527+5.0% | 加碼 |
| Montag A & Associates Inc | 52,938 | $1,203 萬 | 0.59% | +547+1.0% | 加碼 |
| Cozad Asset Management Inc | 53,070 | $1,202 萬 | 1.05% | +7,517+16.5% | 加碼 |
| Bleakley Financial Group, LLC | 52,846 | $1,197 萬 | 0.30% | +3,955+8.1% | 加碼 |
| Old National Bancorp | 52,688 | $1,193 萬 | 0.21% | +52,688 | 新進 |
| Tenzing Global Management, LLC | 52,500 | $1,189 萬 | 7.99% | +7,500+16.7% | 加碼 |
| Marathon Asset Mgmt Ltd | 52,253 | $1,186 萬 | 0.38% | 00.0% | 不變 |
| Stephens Inc | 52,360 | $1,186 萬 | 0.16% | −2,285−4.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,232 | $1,183 萬 | 0.03% | +6,789+14.9% | 加碼 |
| Point72 Hong Kong Ltd | 52,164 | $1,181 萬 | 0.82% | +52,164 | 新進 |
| Commerce Bank | 52,062 | $1,179 萬 | 0.07% | +124+0.2% | 加碼 |
| Capital Wealth Planning, LLC | 51,950 | $1,177 萬 | 0.09% | +14,300+38.0% | 加碼 |
| Global Retirement Partners, LLC | 51,687 | $1,171 萬 | 0.29% | +51,687 | 新進 |
| New Vernon Capital Holdings II LLC | 51,186 | $1,159 萬 | 5.56% | −6,655,878−99.2% | 減碼 |
| Atlantic Union Bankshares Corp | 51,163 | $1,159 萬 | 0.26% | +51,163 | 新進 |
| Atria Wealth Solutions, Inc. | 50,784 | $1,156 萬 | 0.26% | −36,057−41.5% | 減碼 |
| Eagle Global Advisors LLC | 50,686 | $1,148 萬 | 0.46% | +55+0.1% | 加碼 |
| Resolute Capital Asset Partners LLC | 50,053 | $1,134 萬 | 5.92% | +25,053+100.2% | 加碼 |
| Alight Capital Management LP | 50,000 | $1,132 萬 | 2.88% | +15,000+42.9% | 加碼 |
| Lockheed Martin Investment Management Co | 49,900 | $1,130 萬 | 0.41% | −87,800−63.8% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 48,702 | $1,103 萬 | 1.70% | +12,702+35.3% | 加碼 |
| FourThought Financial Partners, LLC | 48,691 | $1,103 萬 | 1.09% | +1,198+2.5% | 加碼 |
| Group One Trading, L.P. | 48,620 | $1,101 萬 | 0.36% | −47,797−49.6% | 減碼 |
| SIH Partners, LLLP | 48,386 | $1,096 萬 | 1.04% | −1,230−2.5% | 減碼 |
| Prospera Financial Services Inc | 48,252 | $1,093 萬 | 0.20% | −15,034−23.8% | 減碼 |
| One Capital Management, LLC | 48,258 | $1,093 萬 | 0.38% | +2,357+5.1% | 加碼 |
| First Manhattan Co | 47,725 | $1,084 萬 | 0.03% | +23,766+99.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 47,836 | $1,083 萬 | 1.71% | −6,151−11.4% | 減碼 |
| Delphi Financial Group, Inc. | 47,830 | $1,083 萬 | 7.64% | 00.0% | 不變 |
| We Are One Seven, LLC | 47,742 | $1,081 萬 | 0.35% | +6,546+15.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 47,551 | $1,077 萬 | 0.04% | −8,792−15.6% | 減碼 |
| ExodusPoint Capital Management, LP | 47,457 | $1,075 萬 | 0.13% | +47,457 | 新進 |
| Renaissance Group LLC | 47,307 | $1,071 萬 | 0.42% | −903−1.9% | 減碼 |
| Channing Global Advisors, LLC | 46,523 | $1,054 萬 | 6.80% | −1,980−4.1% | 減碼 |
| Matthews International Capital Management LLC | 46,452 | $1,052 萬 | 2.42% | +1,662+3.7% | 加碼 |
| Monolith Management Ltd | 46,305 | $1,049 萬 | 3.71% | −85,491−64.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 46,156 | $1,045 萬 | 0.46% | +3,030+7.0% | 加碼 |
| Ronald Blue Trust, Inc. | 45,870 | $1,039 萬 | 0.12% | +2,795+6.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 45,803 | $1,037 萬 | 0.10% | −3,291−6.7% | 減碼 |
| Synovus Financial Corp | 45,121 | $1,022 萬 | 0.13% | +14,454+47.1% | 加碼 |
| DSG Capital Advisors, LLC | 45,051 | $1,020 萬 | 1.81% | −6,182−12.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 44,942 | $1,019 萬 | 0.04% | +21,809+94.3% | 加碼 |
| Elwood Capital Partners LP | 45,010 | $1,019 萬 | 9.45% | +35,000+349.7% | 加碼 |
| Headland Capital, LLC | 44,979 | $1,019 萬 | 3.08% | +1,220+2.8% | 加碼 |
| Jag Capital Management, LLC | 44,925 | $1,018 萬 | 1.14% | +2,529+6.0% | 加碼 |
| Left Brain Wealth Management, LLC | 44,887 | $1,017 萬 | 3.58% | +4,667+11.6% | 加碼 |
| Yousif Capital Management, LLC | 44,544 | $1,009 萬 | 0.11% | +4,049+10.0% | 加碼 |
| Hiddenite Capital Partners LP | 44,200 | $1,001 萬 | 5.98% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 44,196 | $1,001 萬 | 0.67% | +42,349+2,292.9% | 加碼 |
| Westpac Banking Corp | 44,185 | $1,001 萬 | 0.67% | +2,255+5.4% | 加碼 |
| Allen Capital Group, LLC | 43,830 | $992.7 萬 | 1.03% | +3,462+8.6% | 加碼 |
| Motley Fool Asset Management LLC | 43,817 | $992.4 萬 | 0.46% | −810−1.8% | 減碼 |
| Banque Cantonale Vaudoise | 43,658 | $988.8 萬 | 0.40% | −8,296−16.0% | 減碼 |
| YHB Investment Advisors, Inc. | 43,546 | $986.3 萬 | 0.76% | +1,059+2.5% | 加碼 |
| Henry James International Management, Inc. | 43,501 | $985.3 萬 | 3.24% | −4,692−9.7% | 減碼 |
| Summit Financial, LLC | 43,162 | $980.9 萬 | 0.22% | −15,795−26.8% | 減碼 |
| Guinness Atkinson Asset Management Inc | 43,166 | $977.7 萬 | 5.13% | −2,486−5.4% | 減碼 |
| Tower View Investment Management & Research LLC | 43,089 | $975.9 萬 | 5.06% | −751−1.7% | 減碼 |
| Stenahm Asset Managment Ltd | 43,085 | $975.8 萬 | 4.25% | −15,835−26.9% | 減碼 |
| Pzena Investment Management LLC | 42,551 | $963.7 萬 | 0.03% | +1,030+2.5% | 加碼 |
| Kingdon Capital Management, L.L.C. | 42,500 | $962.6 萬 | 1.86% | −10,000−19.0% | 減碼 |
| Amica Mutual Insurance Co | 42,082 | $953.1 萬 | 0.92% | −2,123−4.8% | 減碼 |
| DSM Capital Partners LLC | 42,037 | $952.1 萬 | 0.14% | −561−1.3% | 減碼 |
| Cresset Asset Management, LLC | 41,640 | $946.3 萬 | 0.05% | −17,808−30.0% | 減碼 |
| Argent Trust Co | 41,707 | $944.6 萬 | 0.36% | +3,137+8.1% | 加碼 |
| Profund Advisors LLC | 41,629 | $942.9 萬 | 0.34% | +2,323+5.9% | 加碼 |
| Americana Partners, LLC | 41,437 | $938.5 萬 | 0.32% | −544−1.3% | 減碼 |
| RSM US Wealth Management LLC | 41,284 | $937.9 萬 | 0.13% | +4,130+11.1% | 加碼 |
| Legacy Trust | 41,234 | $933.9 萬 | 2.29% | −3,668−8.2% | 減碼 |
| Southeast Asset Advisors Inc. | 41,168 | $932.4 萬 | 1.11% | +342+0.8% | 加碼 |
| Cumberland Partners Ltd | 41,102 | $930.9 萬 | 0.65% | −4,500−9.9% | 減碼 |
| Two Sigma Investments, LP | 41,056 | $929.9 萬 | 0.02% | −462,099−91.8% | 減碼 |
| Armistice Capital, LLC | 41,000 | $928.6 萬 | 0.35% | −21,000−33.9% | 減碼 |
| Global X Japan Co., Ltd. | 40,828 | $924.7 萬 | 0.94% | −5,636−12.1% | 減碼 |
| Gold Investment Management Ltd. | 41,008 | $924.7 萬 | 3.48% | +2,970+7.8% | 加碼 |
| Keybank National Association | 40,726 | $922.4 萬 | 0.03% | −25−0.1% | 減碼 |
| Ballentine Partners, LLC | 40,676 | $921.3 萬 | 0.14% | −2,093−4.9% | 減碼 |
| Totem Point Management, LLC | 40,518 | $917.7 萬 | 9.66% | −10,226−20.2% | 減碼 |
| Q Capital Solutions | 40,461 | $916.4 萬 | 3.86% | −6,070−13.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 40,386 | $914.7 萬 | 0.69% | −1,635−3.9% | 減碼 |
| Nia Impact Advisors, LLC | 40,378 | $914.5 萬 | 3.16% | −970−2.3% | 減碼 |
| Nutshell Asset Management Ltd | 40,165 | $909.7 萬 | 5.41% | +13,431+50.2% | 加碼 |
| Deltec Asset Management LLC | 40,067 | $907.5 萬 | 1.62% | 00.0% | 不變 |