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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/9/30 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
- 2,801
- 較 2025 年第 2 季 +204 家
- 持有股數
- 8.13 億
- 較 2025 年第 2 季 −497.3 萬 (−0.6%)
- 總市值
- $2,270 億
- 較 2025 年第 2 季 +$415.8 億 (+22.4%)
- 新進機構
- 316
- 另有 1,203 家加碼
- 清倉機構
- 112
- 另有 917 家減碼
另有 48 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 73,186,514 | $204.4 億 | 1.06% | +11,786,038+19.2% | 加碼 |
| Sanders Capital, LLC | 32,280,404 | $90.2 億 | 11.09% | −5,999,140−15.7% | 減碼 |
| Capital World Investors | 27,740,880 | $77.5 億 | 1.06% | −4,144,254−13.0% | 減碼 |
| Capital International Investors | 25,643,671 | $71.5 億 | 1.15% | +19,088+0.1% | 加碼 |
| JPMorgan Chase & Co | 24,492,362 | $68.4 億 | 0.44% | −3,887,653−13.7% | 減碼 |
| Fisher Asset Management, LLC | 17,833,127 | $49.8 億 | 1.80% | +168,171+1.0% | 加碼 |
| BlackRock, Inc. | 17,180,892 | $48.0 億 | 0.08% | +2,739,259+19.0% | 加碼 |
| Massachusetts Financial Services Co | 15,759,419 | $44.0 億 | 1.36% | +541,047+3.6% | 加碼 |
| Van Eck Associates Corp | 15,714,138 | $43.9 億 | 4.08% | −1,473,478−8.6% | 減碼 |
| Morgan Stanley | 15,091,532 | $42.1 億 | 0.26% | +1,347,435+9.8% | 加碼 |
| Bank of America Corp | 14,935,893 | $41.7 億 | 0.31% | +130,173+0.9% | 加碼 |
| Bank of New York Mellon Corp | 13,856,970 | $38.7 億 | 0.69% | −3,151,640−18.5% | 減碼 |
| Jennison Associates LLC | 12,591,542 | $35.2 億 | 2.05% | +544,750+4.5% | 加碼 |
| Goldman Sachs Group Inc | 12,134,878 | $33.9 億 | 0.49% | +1,367,343+12.7% | 加碼 |
| Price T Rowe Associates Inc | 11,475,397 | $32.0 億 | 0.34% | −1,794,595−13.5% | 減碼 |
| Alliancebernstein L.P. | 10,687,037 | $29.8 億 | 0.94% | +229,237+2.2% | 加碼 |
| WCM Investment Management, LLC | 10,090,519 | $27.6 億 | 5.74% | +31,860+0.3% | 加碼 |
| Sands Capital Management, LLC | 9,251,889 | $25.8 億 | 7.13% | +699,611+8.2% | 加碼 |
| UBS Group AG | 8,630,890 | $24.1 億 | 0.47% | +315,756+3.8% | 加碼 |
| Coatue Management LLC大師Coatue | 8,072,536 | $22.5 億 | 5.53% | +4,335+0.1% | 加碼 |
| Janus Henderson Group PLC | 7,697,104 | $21.5 億 | 0.98% | +246,763+3.3% | 加碼 |
| Schroder Investment Management Group | 7,214,475 | $19.7 億 | 1.54% | +131,301+1.9% | 加碼 |
| Franklin Resources Inc | 6,908,197 | $19.3 億 | 0.48% | −451,624−6.1% | 減碼 |
| Fiera Capital Corp | 6,831,118 | $19.1 億 | 6.17% | −532,578−7.2% | 減碼 |
| First Eagle Investment Management, LLC | 6,700,008 | $18.7 億 | 3.41% | +6,983+0.1% | 加碼 |
| Brown Advisory Inc | 6,581,814 | $18.4 億 | 2.39% | −69,169−1.0% | 減碼 |
| StonePine Asset Management Inc. | 6,545,779 | $18.3 億 | 11.38% | −479,952−6.8% | 減碼 |
| American Century Companies Inc | 6,482,534 | $18.1 億 | 0.92% | +652,331+11.2% | 加碼 |
| Northern Trust Corp | 6,427,066 | $18.0 億 | 0.23% | +133,502+2.1% | 加碼 |
| William Blair Investment Management, LLC | 6,422,158 | $17.9 億 | 4.64% | −200,097−3.0% | 減碼 |
| Royal Bank of Canada | 6,091,640 | $17.0 億 | 0.30% | +604,187+11.0% | 加碼 |
| Wellington Management Group LLP | 5,861,474 | $16.4 億 | 0.29% | −534,577−8.4% | 減碼 |
| Alkeon Capital Management LLC | 5,263,668 | $14.7 億 | 6.64% | −300,000−5.4% | 減碼 |
| Barclays PLC | 5,250,179 | $14.7 億 | 0.54% | +411,212+8.5% | 加碼 |
| Harding Loevner LP | 5,160,855 | $14.4 億 | 10.57% | −453,576−8.1% | 減碼 |
| Eagle Capital Management LLC | 5,037,908 | $14.1 億 | 4.48% | −2,535−0.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 4,578,374 | $12.8 億 | 3.95% | 00.0% | 不變 |
| Lazard Asset Management LLC | 4,558,569 | $12.7 億 | 1.72% | +40,103+0.9% | 加碼 |
| Russell Investments Group, Ltd. | 4,545,158 | $12.7 億 | 1.44% | −304,997−6.3% | 減碼 |
| Jane Street Group, LLC | 4,325,823 | $12.1 億 | 1.41% | −764,648−15.0% | 減碼 |
| Ameriprise Financial Inc | 4,292,906 | $12.0 億 | 0.28% | +90,664+2.2% | 加碼 |
| Clearbridge Investments, LLC | 4,273,688 | $11.9 億 | 0.90% | +2,002,549+88.2% | 加碼 |
| Wells Fargo & Company | 4,036,323 | $11.3 億 | 0.23% | +110,390+2.8% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,944,366 | $11.0 億 | 2.86% | −384,929−8.9% | 減碼 |
| Envestnet Asset Management Inc | 3,842,516 | $10.7 億 | 0.31% | −18,105−0.5% | 減碼 |
| Invesco Ltd. | 3,680,981 | $10.3 億 | 0.16% | +520,601+16.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,592,234 | $10.0 億 | 0.22% | +19,165+0.5% | 加碼 |
| GQG Partners LLC | 3,495,800 | $9.76 億 | 1.50% | −2,171,117−38.3% | 減碼 |
| Macquarie Group Ltd | 3,167,073 | $8.85 億 | 1.03% | −45,372−1.4% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 3,052,400 | $8.53 億 | 6.20% | −383,520−11.2% | 減碼 |
| Voya Investment Management LLC | 2,880,877 | $8.04 億 | 0.80% | −303,582−9.5% | 減碼 |
| Citigroup Inc | 2,856,111 | $7.98 億 | 0.55% | −155,016−5.1% | 減碼 |
| Windacre Partnership LLC | 2,827,100 | $7.90 億 | 9.88% | −114,000−3.9% | 減碼 |
| Cantillon Capital Management LLC | 2,807,971 | $7.84 億 | 4.32% | −30,952−1.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,801,140 | $7.82 億 | 0.49% | −725,020−20.6% | 減碼 |
| Nuveen, LLC | 2,683,257 | $7.49 億 | 0.20% | −67,575−2.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,662,891 | $7.44 億 | 0.67% | +163,214+6.5% | 加碼 |
| 1832 Asset Management L.P. | 2,630,543 | $7.35 億 | 1.24% | +146,184+5.9% | 加碼 |
| Raymond James Financial Inc | 2,579,781 | $7.21 億 | 0.23% | +132,554+5.4% | 加碼 |
| BlueSpruce Investments, LP | 2,510,134 | $7.01 億 | 16.10% | +417,331+19.9% | 加碼 |
| Natixis Advisors, L.P. | 2,458,691 | $6.87 億 | 1.00% | +7,304+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,439,541 | $6.81 億 | 0.56% | +1,001,559+69.7% | 加碼 |
| Principal Financial Group Inc | 2,408,411 | $6.73 億 | 0.34% | −207,808−7.9% | 減碼 |
| Driehaus Capital Management LLC | 2,243,388 | $6.27 億 | 4.49% | −316,013−12.3% | 減碼 |
| Select Equity Group, L.P. | 2,218,165 | $6.20 億 | 2.65% | −41,820−1.9% | 減碼 |
| Saturna Capital CORP | 2,139,440 | $5.98 億 | 7.70% | +2,161+0.1% | 加碼 |
| Altshuler Shaham Ltd | 2,130,150 | $5.95 億 | 9.83% | +636,250+42.6% | 加碼 |
| Stockbridge Partners LLC | 2,128,453 | $5.94 億 | 11.49% | −89,581−4.0% | 減碼 |
| Comgest Global Investors S.A.S. | 2,121,630 | $5.93 億 | 10.50% | −103,222−4.6% | 減碼 |
| Ninety One UK Ltd | 2,089,096 | $5.83 億 | 1.26% | +83,329+4.2% | 加碼 |
| Fayez Sarofim & Co | 2,033,464 | $5.76 億 | 1.34% | +32,509+1.6% | 加碼 |
| Softbank Group Corp | 1,985,000 | $5.54 億 | 2.13% | 00.0% | 不變 |
| Nomura Holdings Inc | 1,982,784 | $5.54 億 | 2.51% | +540,661+37.5% | 加碼 |
| Vontobel Holding Ltd. | 1,957,603 | $5.47 億 | 1.72% | −112,916−5.5% | 減碼 |
| SEI Investments Co | 1,946,496 | $5.44 億 | 0.58% | −418,064−17.7% | 減碼 |
| Capital Research Global Investors | 1,933,705 | $5.40 億 | 0.10% | +59,990+3.2% | 加碼 |
| Royal London Asset Management Ltd | 1,898,609 | $5.30 億 | 1.14% | −309,562−14.0% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,881,721 | $5.26 億 | 8.71% | −35,960−1.9% | 減碼 |
| LPL Financial LLC | 1,857,847 | $5.19 億 | 0.15% | +212,305+12.9% | 加碼 |
| Soroban Capital Partners LP | 1,844,234 | $5.15 億 | 4.23% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,814,252 | $5.07 億 | 1.10% | +398,803+28.2% | 加碼 |
| Amundi | 1,601,948 | $4.84 億 | 0.16% | −215,706−11.9% | 減碼 |
| Mirova US LLC | 1,732,421 | $4.84 億 | 4.89% | −64,663−3.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,679,635 | $4.69 億 | 0.38% | +1,177,875+234.7% | 加碼 |
| Alphinity Investment Management Pty Ltd | 1,625,552 | $4.54 億 | 4.43% | −912,791−36.0% | 減碼 |
| AMF Pensionsforsakring AB | 1,588,786 | $4.44 億 | 2.81% | −226,228−12.5% | 減碼 |
| Baillie Gifford & Co | 1,564,060 | $4.37 億 | 0.32% | −701,179−31.0% | 減碼 |
| Legal & General Group Plc | 1,551,183 | $4.33 億 | 0.10% | +8,896+0.6% | 加碼 |
| Magellan Asset Management Ltd | 1,506,205 | $4.21 億 | 4.98% | −419,495−21.8% | 減碼 |
| Swedbank AB | 1,479,338 | $4.13 億 | 0.42% | −135,390−8.4% | 減碼 |
| New York State Common Retirement Fund | 1,444,614 | $4.03 億 | 0.52% | +185,561+14.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,397,532 | $4.03 億 | 0.65% | −409,401−22.7% | 減碼 |
| LGT Group Foundation | 1,394,273 | $4.02 億 | 4.61% | −85,715−5.8% | 減碼 |
| HSBC Holdings PLC | 1,376,081 | $3.98 億 | 0.23% | −2,797,089−67.0% | 減碼 |
| Lansdowne Partners (UK) LLP | 1,419,315 | $3.96 億 | 33.44% | +681,110+92.3% | 加碼 |
| Susquehanna International Group, LLP | 1,399,275 | $3.91 億 | 0.57% | +541,546+63.1% | 加碼 |
| FIL Ltd | 1,390,549 | $3.88 億 | 0.31% | +175,685+14.5% | 加碼 |
| Balyasny Asset Management LLC | 1,388,302 | $3.88 億 | 0.78% | −210,299−13.2% | 減碼 |
| Canoe Financial LP | 1,344,173 | $3.75 億 | 5.36% | −167,400−11.1% | 減碼 |
| Great West Life Assurance Co | 1,372,187 | $3.75 億 | 0.54% | −41,489−2.9% | 減碼 |