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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 40,067 | $907.5 萬 | 1.63% | +8,413+26.6% | 加碼 |
| Aptus Capital Advisors, LLC | 39,938 | $904.5 萬 | 0.09% | +6,918+21.0% | 加碼 |
| Squarepoint Ops LLC | 39,545 | $895.7 萬 | 0.02% | −302,741−88.4% | 減碼 |
| Smith Group Asset Management, LLC | 39,528 | $895.3 萬 | 0.59% | +1,760+4.7% | 加碼 |
| Bragg Financial Advisors, Inc | 39,507 | $894.8 萬 | 0.32% | +22,426+131.3% | 加碼 |
| HAP Trading, LLC | 39,505 | $894.7 萬 | 3.89% | −36,322−47.9% | 減碼 |
| Ingalls & Snyder LLC | 39,363 | $891.5 萬 | 0.32% | −442−1.1% | 減碼 |
| Independent Financial Group, LLC | 39,341 | $891.0 萬 | 0.25% | −456−1.1% | 減碼 |
| Louisbourg Investments Inc. | 45,213 | $885.0 萬 | 2.09% | −3,965−8.1% | 減碼 |
| GAM Holding AG | 38,982 | $882.9 萬 | 0.62% | −35,502−47.7% | 減碼 |
| Bradley Foster & Sargent Inc | 38,540 | $872.9 萬 | 0.14% | −145,356−79.0% | 減碼 |
| Mutual of America Capital Management LLC | 38,216 | $865.6 萬 | 0.09% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 38,173 | $864.6 萬 | 0.37% | +4,208+12.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 38,150 | $864.1 萬 | 0.07% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 37,930 | $859.1 萬 | 0.85% | +189+0.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 37,582 | $851.2 萬 | 0.19% | +4,713+14.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 37,264 | $844.0 萬 | 0.19% | +27,352+275.9% | 加碼 |
| Moors & Cabot, Inc. | 37,108 | $840.5 萬 | 0.39% | −1,319−3.4% | 減碼 |
| Fortis Capital Management LLC | 37,073 | $839.7 萬 | 1.31% | +7,059+23.5% | 加碼 |
| Parallel Advisors, LLC | 37,041 | $838.9 萬 | 0.17% | +3,940+11.9% | 加碼 |
| Integrated Wealth Concepts LLC | 36,986 | $837.7 萬 | 0.08% | −7,409−16.7% | 減碼 |
| MMBG Investment Advisors Co. | 36,802 | $836.4 萬 | 0.83% | −465−1.2% | 減碼 |
| JLB & Associates Inc | 36,754 | $832.4 萬 | 1.16% | −3,567−8.8% | 減碼 |
| Thrivent Financial for Lutherans | 36,538 | $832.3 萬 | 0.02% | −12,788−25.9% | 減碼 |
| L & S Advisors Inc | 36,729 | $831.9 萬 | 0.82% | +10,951+42.5% | 加碼 |
| Agur Provident & Training Funds Management Ltd | 36,600 | $829.0 萬 | 3.13% | 00.0% | 不變 |
| California First Leasing Corp | 36,550 | $827.8 萬 | 3.44% | +2,600+7.7% | 加碼 |
| TruWealth Advisors, LLC | 36,466 | $825.9 萬 | 0.45% | +36,466 | 新進 |
| Hunter Perkins Capital Management, LLC | 36,099 | $820.4 萬 | 1.94% | −20−0.1% | 減碼 |
| HB Wealth Management, LLC | 36,178 | $819.4 萬 | 0.07% | +119+0.3% | 加碼 |
| Guardian Partners Inc. | 35,302 | $818.4 萬 | 0.74% | −7,724−18.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 36,091 | $817.4 萬 | 0.64% | −940−2.5% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 35,991 | $815.2 萬 | 0.67% | +1,542+4.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 35,969 | $814.7 萬 | 0.23% | +352+1.0% | 加碼 |
| Zions Bancorporation, National Association | 35,894 | $813.0 萬 | 0.44% | −15,158−29.7% | 減碼 |
| Guggenheim Capital LLC | 35,604 | $806.4 萬 | 0.07% | +2,376+7.2% | 加碼 |
| Equitable Trust Co | 35,584 | $805.9 萬 | 0.40% | +457+1.3% | 加碼 |
| Cloverfields Capital Group, LP | 35,562 | $805.4 萬 | 2.39% | +5,333+17.6% | 加碼 |
| Heirloom Wealth Management | 35,537 | $804.9 萬 | 2.12% | +35,537 | 新進 |
| Financial Perspectives, Inc | 35,512 | $804.3 萬 | 2.43% | +3,793+12.0% | 加碼 |
| Atomi Financial Group, Inc. | 35,416 | $802.1 萬 | 0.30% | +2,203+6.6% | 加碼 |
| XTX Topco Ltd | 35,218 | $797.7 萬 | 0.33% | −728−2.0% | 減碼 |
| KP Management LLC | 35,000 | $792.7 萬 | 3.21% | −7,500−17.6% | 減碼 |
| Inspire Trust Co, N.A. | 35,000 | $792.7 萬 | 1.63% | +24,000+218.2% | 加碼 |
| Fairfield, Bush & Co. | 34,990 | $792.5 萬 | 4.48% | −1,915−5.2% | 減碼 |
| Robocap Asset Management Ltd | 34,986 | $792.4 萬 | 5.00% | +4,376+14.3% | 加碼 |
| SevenBridge Financial Group, LLC | 32,405 | $791.6 萬 | 1.40% | +3,404+11.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 34,895 | $790.3 萬 | 2.20% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 34,713 | $786.2 萬 | 6.65% | +26,300+312.6% | 加碼 |
| Pitcairn Co | 34,654 | $784.9 萬 | 0.51% | −4,156−10.7% | 減碼 |
| Shikiar Asset Management Inc | 34,422 | $779.6 萬 | 2.17% | −12,040−25.9% | 減碼 |
| Arkadios Wealth Advisors | 34,380 | $778.7 萬 | 0.23% | +2,086+6.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 33,904 | $767.7 萬 | 0.03% | +13,661+67.5% | 加碼 |
| Independent Advisor Alliance | 33,612 | $761.3 萬 | 0.22% | +5,798+20.8% | 加碼 |
| Sycomore Asset Management | 40,524 | $757.1 萬 | 1.18% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 33,184 | $753.4 萬 | 0.71% | −24,916−42.9% | 減碼 |
| Huntleigh Advisors, Inc. | 33,241 | $752.9 萬 | 1.45% | +1,186+3.7% | 加碼 |
| Guardcap Asset Management Ltd | 33,178 | $751.4 萬 | 0.15% | −1,000−2.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 33,011 | $747.7 萬 | 0.11% | −32,678−49.7% | 減碼 |
| Artemis Wealth Advisors, LLC | 33,000 | $747.4 萬 | 1.28% | +33,000 | 新進 |
| Benjamin Edwards Inc | 32,773 | $742.3 萬 | 0.09% | +14,811+82.5% | 加碼 |
| Allworth Financial LP | 32,706 | $740.8 萬 | 0.04% | +1,795+5.8% | 加碼 |
| Kadensa Capital Ltd | 32,680 | $740.2 萬 | 1.18% | +32,680 | 新進 |
| Lagoda Investment Management, L.P. | 32,570 | $737.7 萬 | 4.18% | −3,597−9.9% | 減碼 |
| Octahedron Capital Management L.P. | 32,500 | $736.1 萬 | 5.56% | −12,900−28.4% | 減碼 |
| WCG Wealth Advisors LLC | 32,472 | $735.5 萬 | 0.48% | +5,874+22.1% | 加碼 |
| Benson Investment Management Company, Inc. | 32,411 | $734.1 萬 | 2.78% | −60.0% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 32,243 | $730.2 萬 | 5.57% | +295+0.9% | 加碼 |
| Gunderson Capital Management Inc. | 32,011 | $725.0 萬 | 3.03% | +32,011 | 新進 |
| Elo Mutual Pension Insurance Co | 31,798 | $720.2 萬 | 0.15% | −34,442−52.0% | 減碼 |
| Soltis Investment Advisors LLC | 31,773 | $719.6 萬 | 0.57% | +2,514+8.6% | 加碼 |
| LSV Asset Management | 31,700 | $718.0 萬 | 0.02% | −3,300−9.4% | 減碼 |
| Goodman Advisory Group, LLC | 31,541 | $714.4 萬 | 2.43% | +4,697+17.5% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 31,526 | $714.0 萬 | 0.22% | +621+2.0% | 加碼 |
| Mitchell Capital Management Co | 29,354 | $705.7 萬 | 1.32% | −5,973−16.9% | 減碼 |
| Hilton Capital Management, LLC | 31,115 | $704.7 萬 | 0.56% | +31+0.1% | 加碼 |
| Trust Co of Kansas | 31,089 | $704.1 萬 | 3.36% | +2,095+7.2% | 加碼 |
| Regions Financial Corp | 30,992 | $701.9 萬 | 0.05% | +5,181+20.1% | 加碼 |
| Nicholas Investment Partners, LP | 30,852 | $698.8 萬 | 0.62% | +3,781+14.0% | 加碼 |
| Spinnaker Trust | 30,846 | $698.6 萬 | 0.42% | +471+1.6% | 加碼 |
| Motley Fool Wealth Management, LLC | 30,722 | $695.8 萬 | 0.42% | −5,392−14.9% | 減碼 |
| Valeo Financial Advisors, LLC | 30,577 | $692.5 萬 | 0.17% | +1,433+4.9% | 加碼 |
| Siren, L.L.C. | 30,500 | $690.8 萬 | 0.36% | +2,000+7.0% | 加碼 |
| Northwest Bancshares, Inc. | 30,495 | $690.7 萬 | 1.20% | −169−0.6% | 減碼 |
| Balboa Wealth Partners | 30,472 | $690.2 萬 | 1.38% | −2,031−6.2% | 減碼 |
| Impax Asset Management Group plc | 30,290 | $686.0 萬 | 0.04% | −668−2.2% | 減碼 |
| Premier Fund Managers Ltd | 30,000 | $685.5 萬 | 0.25% | +28,823+2,448.9% | 加碼 |
| Beutel, Goodman & Co Ltd. | 30,241 | $684.9 萬 | 0.04% | −4,110−12.0% | 減碼 |
| CWM, LLC | 30,197 | $683.9 萬 | 0.02% | −1,915−6.0% | 減碼 |
| Ariel Investments, LLC | 30,031 | $680.2 萬 | 0.08% | −77−0.3% | 減碼 |
| Nwam LLC | 28,115 | $679.3 萬 | 0.39% | +28,115 | 新進 |
| Bryn Mawr Trust Co | 29,621 | $670.9 萬 | 0.12% | −2,911−8.9% | 減碼 |
| Silver Oak Securities, Inc | 29,583 | $670.0 萬 | 0.56% | +4,653+18.7% | 加碼 |
| Equitable Holdings, Inc. | 29,399 | $665.9 萬 | 0.05% | +4,152+16.4% | 加碼 |
| Little House Capital LLC | 29,383 | $665.5 萬 | 1.67% | +12,114+70.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 29,381 | $665.5 萬 | 1.25% | −97−0.3% | 減碼 |
| Family Legacy, Inc. | 29,332 | $664.3 萬 | 2.16% | +127+0.4% | 加碼 |
| Ibex Wealth Advisors | 29,323 | $664.1 萬 | 0.71% | +5,972+25.6% | 加碼 |
| Bell Asset Management Ltd | 29,297 | $663.5 萬 | 1.46% | −15,043−33.9% | 減碼 |
| West Family Investments, Inc. | 29,285 | $663.3 萬 | 1.73% | +10,658+57.2% | 加碼 |