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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 515,058 | $1.43 億 | 0.13% | −481,289−48.3% | 減碼 |
| Citadel Advisors LLC | 511,594 | $1.43 億 | 0.11% | +373,601+270.7% | 加碼 |
| Toronto Dominion Bank | 510,379 | $1.42 億 | 0.28% | +499,476+4,581.1% | 加碼 |
| Causeway Capital Management LLC | 507,751 | $1.42 億 | 1.87% | −10,064−1.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 509,389 | $1.42 億 | 3.67% | +55,886+12.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 505,588 | $1.41 億 | 1.25% | +45,673+9.9% | 加碼 |
| Mairs & Power Inc | 495,265 | $1.38 億 | 1.30% | +48,439+10.8% | 加碼 |
| Evelyn Partners Investment Management LLP | 494,547 | $1.38 億 | 3.92% | +50,050+11.3% | 加碼 |
| Cookson Peirce & Co Inc | 467,566 | $1.31 億 | 5.36% | −8,813−1.8% | 減碼 |
| Westfield Capital Management Co LP | 467,398 | $1.31 億 | 0.55% | −112,915−19.5% | 減碼 |
| Agf Management Ltd | 466,325 | $1.30 億 | 0.57% | +11,380+2.5% | 加碼 |
| Steadfast Capital Management LP | 457,417 | $1.28 億 | 2.31% | +8,000+1.8% | 加碼 |
| North of South Capital LLP | 456,345 | $1.27 億 | 12.25% | +10,748+2.4% | 加碼 |
| Clark Capital Management Group, Inc. | 455,481 | $1.27 億 | 0.80% | +6,976+1.6% | 加碼 |
| Scge Management, L.P. | 453,000 | $1.27 億 | 2.47% | −103,000−18.5% | 減碼 |
| Pictet & Cie (Europe) SA | 451,699 | $1.26 億 | 2.52% | −5,300−1.2% | 減碼 |
| WT Asset Management Ltd | 450,089 | $1.26 億 | 5.80% | −752,837−62.6% | 減碼 |
| Advent International Corp | 448,295 | $1.25 億 | 2.52% | +191,345+74.5% | 加碼 |
| Vident Advisory, LLC | 446,888 | $1.25 億 | 1.22% | +30,095+7.2% | 加碼 |
| Walleye Capital LLC | 441,511 | $1.23 億 | 1.00% | +292,811+196.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 436,861 | $1.22 億 | 0.07% | −72,914−14.3% | 減碼 |
| Phoenix Holdings Ltd. | 434,409 | $1.22 億 | 1.48% | −30,941−6.6% | 減碼 |
| MML Investors Services, LLC | 431,438 | $1.20 億 | 0.32% | −21,751−4.8% | 減碼 |
| Truist Financial Corp | 430,907 | $1.20 億 | 0.16% | +8,838+2.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,000 | $1.17 億 | 0.89% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 407,111 | $1.14 億 | 3.18% | −45,173−10.0% | 減碼 |
| Analog Century Management LP | 405,368 | $1.13 億 | 6.08% | −172,339−29.8% | 減碼 |
| Commonwealth Equity Services, LLC | 403,110 | $1.13 億 | 0.15% | −21,248−5.0% | 減碼 |
| Two Sigma Advisers, LP | 396,600 | $1.11 億 | 0.22% | +332,800+521.6% | 加碼 |
| Chicago Capital, LLC | 396,258 | $1.11 億 | 2.72% | −2,814−0.7% | 減碼 |
| Avala Global LP | 395,399 | $1.10 億 | 4.56% | −90,900−18.7% | 減碼 |
| Alpha Cubed Investments, LLC | 392,270 | $1.10 億 | 3.82% | −8,993−2.2% | 減碼 |
| Parnassus Investments | 392,105 | $1.10 億 | 0.25% | −65,139−14.2% | 減碼 |
| Johnson Investment Counsel Inc | 390,669 | $1.09 億 | 0.92% | −1,835−0.5% | 減碼 |
| LGT Capital Partners Ltd. | 390,027 | $1.09 億 | 5.29% | −66,785−14.6% | 減碼 |
| US Bancorp | 382,636 | $1.07 億 | 0.13% | +8,610+2.3% | 加碼 |
| Tredje AP-fonden | 379,998 | $1.06 億 | 0.85% | −78,841−17.2% | 減碼 |
| BIT Capital GmbH | 378,179 | $1.06 億 | 4.82% | +74,695+24.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 378,075 | $1.06 億 | 1.02% | −60,756−13.8% | 減碼 |
| Strategy Capital LLC | 377,705 | $1.05 億 | 6.98% | −987−0.3% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 376,585 | $1.05 億 | 4.92% | +376,585 | 新進 |
| O'Shaughnessy Asset Management, LLC | 373,354 | $1.04 億 | 0.61% | +14,888+4.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 369,914 | $1.03 億 | 0.29% | −97,194−20.8% | 減碼 |
| Advisor Group Holdings, Inc. | 404,046 | $1.03 億 | 0.14% | +21,606+5.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 368,566 | $1.03 億 | 0.40% | +69,635+23.3% | 加碼 |
| CI Private Wealth, LLC | 368,140 | $1.03 億 | 0.16% | +13,978+3.9% | 加碼 |
| Groupe la Francaise | 373,644 | $1.03 億 | 1.40% | −7,506−2.0% | 減碼 |
| Varma Mutual Pension Insurance Co | 364,600 | $1.02 億 | 0.65% | 00.0% | 不變 |
| Kinetic Partners Management, LP | 362,854 | $1.01 億 | 4.91% | −83,100−18.6% | 減碼 |
| Janney Montgomery Scott LLC | 359,133 | $1.00 億 | 0.24% | −936−0.3% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 353,900 | $9,884 萬 | 9.02% | +253,800+253.5% | 加碼 |
| Scotia Capital Inc. | 351,706 | $9,823 萬 | 0.42% | +22,610+6.9% | 加碼 |
| Soma Equity Partners LP | 347,333 | $9,701 萬 | 4.87% | +347,333 | 新進 |
| Schonfeld Strategic Advisors LLC | 346,291 | $9,672 萬 | 0.68% | −172,061−33.2% | 減碼 |
| Marshall Wace, LLP | 343,049 | $9,581 萬 | 0.11% | −21,339−5.9% | 減碼 |
| Rhumbline Advisers | 340,747 | $9,517 萬 | 0.08% | −16,941−4.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 340,605 | $9,513 萬 | 0.06% | −918−0.3% | 減碼 |
| M&G Plc | 339,866 | $9,482 萬 | 0.50% | +48,681+16.7% | 加碼 |
| M&T Bank Corp | 331,320 | $9,253 萬 | 0.31% | +11,430+3.6% | 加碼 |
| Diamond Hill Capital Management Inc | 327,979 | $9,160 萬 | 0.43% | 00.0% | 不變 |
| Contrarius Group Holdings Ltd | 325,389 | $9,088 萬 | 4.11% | −21,476−6.2% | 減碼 |
| DJE Kapital AG | 398,132 | $8,988 萬 | 2.20% | 00.0% | 不變 |
| Optiver Holding B.V. | 318,551 | $8,897 萬 | 1.44% | −602,004−65.4% | 減碼 |
| HughesLittle Investment Management Ltd. | 318,045 | $8,883 萬 | 14.85% | −13,000−3.9% | 減碼 |
| Guinness Asset Management LTD | 324,725 | $8,872 萬 | 1.41% | −66,638−17.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 314,351 | $8,780 萬 | 1.31% | −8,073−2.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 313,159 | $8,746 萬 | 0.19% | −94,736−23.2% | 減碼 |
| Headwater Capital Co Ltd | 312,000 | $8,714 萬 | 21.32% | +32,000+11.4% | 加碼 |
| Capital International Inc | 306,002 | $8,546 萬 | 0.68% | −141,950−31.7% | 減碼 |
| Ninety One North America, Inc. | 305,940 | $8,545 萬 | 3.87% | −6,466−2.1% | 減碼 |
| Summit Partners Public Asset Management, LLC | 305,225 | $8,525 萬 | 2.78% | +48,225+18.8% | 加碼 |
| Hardman Johnston Global Advisors LLC | 305,072 | $8,520 萬 | 4.19% | −44,709−12.8% | 減碼 |
| Formuepleje A/S | 304,864 | $8,515 萬 | 4.81% | +112,851+58.8% | 加碼 |
| Danske Bank A/S | 301,733 | $8,427 萬 | 0.21% | +7,644+2.6% | 加碼 |
| Trajan Wealth LLC | 301,546 | $8,422 萬 | 3.64% | +36,471+13.8% | 加碼 |
| SG Americas Securities, LLC | 296,998 | $8,295 萬 | 0.30% | +8,172+2.8% | 加碼 |
| Light Street Capital Management, LLC | 289,095 | $8,074 萬 | 13.58% | −69,662−19.4% | 減碼 |
| Factory Mutual Insurance Co | 288,325 | $8,053 萬 | 0.78% | +81,905+39.7% | 加碼 |
| Wilkinson Global Asset Management LLC | 287,850 | $8,039 萬 | 5.06% | −2,198−0.8% | 減碼 |
| McDaniel Terry & Co | 286,141 | $7,992 萬 | 6.43% | −1,090−0.4% | 減碼 |
| Nomura Asset Management Co Ltd | 283,377 | $7,914 萬 | 0.21% | −81,135−22.3% | 減碼 |
| Mondrian Investment Partners LTD | 282,969 | $7,903 萬 | 1.32% | +282,969 | 新進 |
| Dundas Partners LLP | 282,445 | $7,888 萬 | 5.57% | 00.0% | 不變 |
| National Philanthropic Trust | 282,256 | $7,883 萬 | 0.88% | +449+0.2% | 加碼 |
| Sustainable Growth Advisers, LP | 281,554 | $7,864 萬 | 0.46% | −257,804−47.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 267,229 | $7,857 萬 | 1.88% | −3,640−1.3% | 減碼 |
| Stony Point Capital LLC | 280,746 | $7,841 萬 | 5.49% | +13,344+5.0% | 加碼 |
| ICONIQ Capital, LLC | 280,312 | $7,829 萬 | 0.97% | 00.0% | 不變 |
| Suvretta Capital Management, LLC | 277,201 | $7,742 萬 | 2.35% | −23,200−7.7% | 減碼 |
| L1 Capital International Pty Ltd | 269,544 | $7,528 萬 | 15.71% | +216,173+405.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 268,011 | $7,485 萬 | 3.51% | −1,098−0.4% | 減碼 |
| Modera Wealth Management, LLC | 264,253 | $7,380 萬 | 0.86% | −8,150−3.0% | 減碼 |
| MAI Capital Management | 263,317 | $7,354 萬 | 0.46% | +14,729+5.9% | 加碼 |
| Sirios Capital Management L P | 261,838 | $7,313 萬 | 9.52% | −39,662−13.2% | 減碼 |
| Thomasville National Bank | 260,214 | $7,268 萬 | 4.58% | −1,072−0.4% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 259,984 | $7,261 萬 | 0.49% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 259,125 | $7,237 萬 | 1.21% | −702,567−73.1% | 減碼 |
| Earnest Partners LLC | 258,526 | $7,220 萬 | 0.31% | −9,633−3.6% | 減碼 |
| Lido Advisors, LLC | 257,467 | $7,211 萬 | 0.30% | +14,066+5.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 255,122 | $7,125 萬 | 0.20% | +6,148+2.5% | 加碼 |