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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,342,920 | $3.75 億 | 0.50% | +529,500+65.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,341,140 | $3.75 億 | 0.54% | +210,503+18.6% | 加碼 |
| Rafferty Asset Management, LLC | 1,309,312 | $3.66 億 | 1.19% | −282,320−17.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $3.64 億 | 0.61% | 00.0% | 不變 |
| SurgoCap Partners LP | 1,290,570 | $3.60 億 | 10.23% | +1,290,570 | 新進 |
| DnB Asset Management AS | 1,235,324 | $3.45 億 | 1.29% | −394,162−24.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,215,900 | $3.41 億 | 3.67% | +6,343+0.5% | 加碼 |
| CIBC World Markets Inc. | 1,218,532 | $3.40 億 | 0.70% | −2,621−0.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,198,764 | $3.36 億 | 3.02% | +757,926+171.9% | 加碼 |
| Thrivent Financial for Lutherans | 1,192,927 | $3.33 億 | 0.66% | +1,156,389+3,164.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,185,553 | $3.31 億 | 0.99% | +62,254+5.5% | 加碼 |
| Voyager Global Management LP | 1,175,000 | $3.28 億 | 9.61% | −275,000−19.0% | 減碼 |
| Himension Fund | 1,174,427 | $3.28 億 | 20.12% | −68,654−5.5% | 減碼 |
| Deutsche Bank AG | 1,165,640 | $3.26 億 | 0.11% | −12,619−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,163,052 | $3.25 億 | 1.02% | −318,592−21.5% | 減碼 |
| Man Group plc | 1,161,252 | $3.24 億 | 0.63% | +107,831+10.2% | 加碼 |
| Allianz Asset Management GmbH | 1,127,347 | $3.15 億 | 0.39% | +206,693+22.5% | 加碼 |
| Third Point LLC大師第三點資本 | 1,100,000 | $3.07 億 | 3.67% | −330,000−23.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,096,731 | $3.06 億 | 1.55% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 1,094,565 | $3.06 億 | 2.73% | −103,394−8.6% | 減碼 |
| Neuberger Berman Group LLC | 1,080,886 | $3.01 億 | 0.22% | −489,038−31.2% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,068,677 | $2.98 億 | 3.94% | +201,468+23.2% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,060,000 | $2.96 億 | 4.01% | +35,000+3.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,044,640 | $2.92 億 | 0.76% | −42,609−3.9% | 減碼 |
| AXA Investment Managers S.A. | 1,043,812 | $2.92 億 | 0.79% | +1,043,812 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 1,019,472 | $2.85 億 | 3.81% | −740,545−42.1% | 減碼 |
| Public Employees Retirement System of Ohio | 1,018,469 | $2.84 億 | 0.90% | −139,578−12.1% | 減碼 |
| Axiom Investors LLC | 1,008,349 | $2.82 億 | 2.07% | +101,982+11.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 997,236 | $2.79 億 | 0.17% | −15,599−1.5% | 減碼 |
| Manning & Napier Advisors LLC | 992,259 | $2.77 億 | 3.53% | +230,153+30.2% | 加碼 |
| Trinity Street Asset Management LLP | 991,764 | $2.77 億 | 18.88% | −62,241−5.9% | 減碼 |
| Ci Investments Inc. | 987,354 | $2.76 億 | 1.00% | +10,993+1.1% | 加碼 |
| Bessemer Group Inc | 984,178 | $2.75 億 | 0.42% | +151,489+18.2% | 加碼 |
| Waverton Investment Management Ltd | 959,934 | $2.68 億 | 3.45% | −184,567−16.1% | 減碼 |
| Credit Agricole S A | 952,688 | $2.66 億 | 0.88% | +952,688 | 新進 |
| Rathbone Brothers plc | 941,576 | $2.63 億 | 1.07% | +53,073+6.0% | 加碼 |
| State Street Corp | 929,202 | $2.60 億 | 0.01% | +20,304+2.2% | 加碼 |
| Dorsal Capital Management, LLC | 925,000 | $2.58 億 | 6.98% | −150,000−14.0% | 減碼 |
| Stifel Financial Corp | 921,742 | $2.57 億 | 0.24% | +27,674+3.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 912,955 | $2.55 億 | 2.32% | −36,680−3.9% | 減碼 |
| Noked Israel Ltd | 897,810 | $2.51 億 | 39.27% | +290,480+47.8% | 加碼 |
| XN LP | 882,755 | $2.47 億 | 7.25% | −45,319−4.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 870,862 | $2.43 億 | 1.27% | +9,833+1.1% | 加碼 |
| Two Sigma Investments, LP | 864,427 | $2.41 億 | 0.37% | +823,371+2,005.5% | 加碼 |
| Artisan Partners Limited Partnership | 853,935 | $2.38 億 | 0.34% | −1,568,928−64.8% | 減碼 |
| Loomis Sayles & Co L P | 851,758 | $2.38 億 | 0.28% | −36,261−4.1% | 減碼 |
| Baird Financial Group, Inc. | 845,643 | $2.36 億 | 0.38% | −10,424−1.2% | 減碼 |
| Locust Wood Capital Advisers, LLC | 834,466 | $2.33 億 | 6.36% | −267,595−24.3% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 833,985 | $2.33 億 | 3.59% | +211,402+34.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 831,091 | $2.32 億 | 0.18% | −442,654−34.8% | 減碼 |
| First Trust Advisors LP | 824,935 | $2.30 億 | 0.17% | +86,432+11.7% | 加碼 |
| Bahl & Gaynor Inc | 819,918 | $2.29 億 | 1.14% | +265,841+48.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 806,261 | $2.25 億 | 0.36% | +227,902+39.4% | 加碼 |
| SRS Investment Management, LLC | 792,859 | $2.21 億 | 2.41% | 00.0% | 不變 |
| National Bank of Canada | 786,416 | $2.20 億 | 0.25% | +363,894+86.1% | 加碼 |
| Bank of Montreal | 785,534 | $2.19 億 | 0.10% | −22,308−2.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 779,198 | $2.18 億 | 0.13% | +779,198 | 新進 |
| HighTower Advisors, LLC | 775,670 | $2.17 億 | 0.25% | +16,778+2.2% | 加碼 |
| C WorldWide Group Holding A/S | 771,770 | $2.16 億 | 3.32% | −46,370−5.7% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 765,085 | $2.14 億 | 5.44% | 00.0% | 不變 |
| Marsico Capital Management LLC | 763,384 | $2.13 億 | 5.47% | −13,067−1.7% | 減碼 |
| Flossbach Von Storch AG | 757,970 | $2.12 億 | 0.83% | +441,573+139.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 754,800 | $2.11 億 | 0.77% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 749,021 | $2.09 億 | 0.41% | −9,080−1.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 742,028 | $2.07 億 | 1.23% | +43,098+6.2% | 加碼 |
| Jarislowsky, Fraser Ltd | 739,611 | $2.07 億 | 1.14% | −1,098−0.1% | 減碼 |
| Whale Rock Capital Management LLC | 726,803 | $2.03 億 | 2.39% | +120,956+20.0% | 加碼 |
| Hudson Bay Capital Management LP | 720,931 | $2.01 億 | 1.22% | +660,610+1,095.2% | 加碼 |
| Blue Whale Capital LLP | 717,700 | $2.00 億 | 11.09% | +193,430+36.9% | 加碼 |
| Cetera Investment Advisers | 716,021 | $2.00 億 | 0.23% | +161,414+29.1% | 加碼 |
| Geode Capital Management, LLC | 715,178 | $2.00 億 | 0.01% | +39,000+5.8% | 加碼 |
| Aviva PLC | 711,577 | $1.99 億 | 0.36% | +123,394+21.0% | 加碼 |
| Intermede Investment Partners Ltd | 697,637 | $1.95 億 | 8.01% | −322,052−31.6% | 減碼 |
| Millennium Management LLC | 693,621 | $1.94 億 | 0.15% | −373,485−35.0% | 減碼 |
| TD Asset Management Inc | 691,007 | $1.93 億 | 0.16% | +97,312+16.4% | 加碼 |
| ARGA Investment Management, LP | 668,052 | $1.87 億 | 4.95% | −1340.0% | 減碼 |
| Montrusco Bolton Investments Inc. | 708,231 | $1.86 億 | 2.16% | −154,896−17.9% | 減碼 |
| Thornburg Investment Management Inc | 664,576 | $1.86 億 | 2.42% | −44,120−6.2% | 減碼 |
| Prime Capital Management Co Ltd | 663,808 | $1.85 億 | 22.27% | +336,153+102.6% | 加碼 |
| Metropolis Capital Ltd | 657,282 | $1.84 億 | 5.77% | −52,599−7.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 652,047 | $1.82 億 | 0.99% | +932+0.1% | 加碼 |
| Handelsbanken Fonder AB | 640,400 | $1.79 億 | 0.57% | +78,400+14.0% | 加碼 |
| AustralianSuper Pty Ltd | 632,765 | $1.77 億 | 0.83% | −300,148−32.2% | 減碼 |
| Holocene Advisors, LP | 624,525 | $1.74 億 | 0.40% | +624,525 | 新進 |
| Federated Hermes, Inc. | 618,617 | $1.73 億 | 0.31% | −1,905−0.3% | 減碼 |
| Bamco Inc | 605,912 | $1.69 億 | 0.45% | +26,708+4.6% | 加碼 |
| Quilter Plc | 603,022 | $1.68 億 | 2.89% | −25,818−4.1% | 減碼 |
| Pictet Asset Management Holding SA | 601,338 | $1.68 億 | 0.16% | +133,000+28.4% | 加碼 |
| Kames Capital plc | 593,931 | $1.65 億 | 1.96% | +9,608+1.6% | 加碼 |
| Summitry LLC | 588,351 | $1.64 億 | 6.94% | −19,725−3.2% | 減碼 |
| Creative Planning | 566,927 | $1.58 億 | 0.12% | +34,680+6.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 564,893 | $1.58 億 | 0.27% | −25,221−4.3% | 減碼 |
| Cerity Partners LLC | 560,077 | $1.56 億 | 0.25% | +19,145+3.5% | 加碼 |
| La Banque Postale Asset Management SA | 558,207 | $1.56 億 | 1.92% | +38,256+7.4% | 加碼 |
| Banque Pictet & Cie SA | 554,944 | $1.55 億 | 1.55% | −3,006−0.5% | 減碼 |
| Union Bancaire Privee, UBP SA | 588,829 | $1.54 億 | 3.16% | −50,833−7.9% | 減碼 |
| Epoch Investment Partners, Inc. | 545,171 | $1.52 億 | 0.84% | −108,580−16.6% | 減碼 |
| Mariner, LLC | 545,078 | $1.52 億 | 0.20% | +127,612+30.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 515,605 | $1.44 億 | 0.45% | +142,126+38.1% | 加碼 |
| Assetmark, Inc | 512,772 | $1.43 億 | 0.31% | +24,187+5.0% | 加碼 |