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 |
|---|---|---|---|---|---|
| Triodos Investment Management BV | 251,853 | $7,034 萬 | 5.09% | 00.0% | 不變 |
| Mirae Asset Securities (USA) Inc. | 251,751 | $7,031 萬 | 3.08% | +176,278+233.6% | 加碼 |
| Cullen Capital Management LLC | 251,074 | $7,012 萬 | 0.77% | +15,698+6.7% | 加碼 |
| Joho Capital LLC | 249,100 | $6,957 萬 | 12.36% | 00.0% | 不變 |
| Huntington National Bank | 248,289 | $6,934 萬 | 0.42% | +219,251+755.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 245,268 | $6,850 萬 | 3.94% | +33,870+16.0% | 加碼 |
| Spear Holdings RSC Ltd | 244,500 | $6,829 萬 | 3.84% | −49,500−16.8% | 減碼 |
| Generation Investment Management LLP | 242,970 | $6,786 萬 | 0.45% | −54,118−18.2% | 減碼 |
| BLI - Banque de Luxembourg Investments | 246,400 | $6,742 萬 | 1.97% | −15,200−5.8% | 減碼 |
| Newbrook Capital Advisors LP | 240,338 | $6,712 萬 | 8.21% | −20,415−7.8% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $6,703 萬 | 5.94% | 00.0% | 不變 |
| HGK Asset Management Inc | 237,303 | $6,628 萬 | 10.73% | +800+0.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 224,989 | $6,615 萬 | 0.10% | +1,489+0.7% | 加碼 |
| Tudor Investment Corp Et Al | 236,705 | $6,611 萬 | 0.43% | +235,617+21,656.0% | 加碼 |
| Toroso Investments, LLC | 235,970 | $6,590 萬 | 0.28% | +26,851+12.8% | 加碼 |
| Crow's Nest Holdings LP | 234,650 | $6,554 萬 | 13.65% | +234,650 | 新進 |
| Perpetual Ltd | 234,571 | $6,551 萬 | 0.81% | −8,878−3.6% | 減碼 |
| Advisors Capital Management, LLC | 233,246 | $6,514 萬 | 0.81% | +1,337+0.6% | 加碼 |
| Victory Capital Management Inc | 232,682 | $6,499 萬 | 0.04% | +559+0.2% | 加碼 |
| KBC Group NV | 229,899 | $6,421 萬 | 0.15% | +117,068+103.8% | 加碼 |
| LMR Partners LLP | 222,552 | $6,216 萬 | 0.80% | +122,714+122.9% | 加碼 |
| Jefferies Financial Group Inc. | 220,970 | $6,171 萬 | 0.57% | +194,509+735.1% | 加碼 |
| Main Street Research LLC | 220,871 | $6,169 萬 | 3.33% | +83,894+61.2% | 加碼 |
| Ami Asset Management Corp | 218,444 | $6,101 萬 | 3.41% | −1,555−0.7% | 減碼 |
| Davidson Investment Advisors | 217,094 | $6,063 萬 | 2.57% | +425+0.2% | 加碼 |
| Mawer Investment Management Ltd. | 214,395 | $5,988 萬 | 0.31% | +6,327+3.0% | 加碼 |
| Fulton Breakefield Broenniman LLC | 213,103 | $5,952 萬 | 3.84% | −5,483−2.5% | 減碼 |
| Insight Holdings Group, LLC | 213,030 | $5,950 萬 | 3.67% | −33,900−13.7% | 減碼 |
| Ovata Capital Management Ltd | 218,258 | $5,932 萬 | 11.87% | 00.0% | 不變 |
| Harvard Management Co Inc | 211,790 | $5,915 萬 | 2.81% | +211,790 | 新進 |
| Allen Investment Management LLC | 208,685 | $5,828 萬 | 0.65% | +77,436+59.0% | 加碼 |
| Todd Asset Management LLC | 207,453 | $5,794 萬 | 1.17% | +9,782+4.9% | 加碼 |
| Exor Capital LLP | 205,000 | $5,725 萬 | 1.07% | 00.0% | 不變 |
| Ruffer LLP | 204,387 | $5,708 萬 | 3.17% | +73,676+56.4% | 加碼 |
| Elequin Capital LP | 202,500 | $5,656 萬 | 4.83% | +201,392+18,176.2% | 加碼 |
| Trybe Capital Management LP | 202,276 | $5,649 萬 | 11.65% | +6,817+3.5% | 加碼 |
| Coalescence Partners Investment Management, LP | 200,884 | $5,610 萬 | 14.80% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 200,000 | $5,586 萬 | 3.61% | +200,000 | 新進 |
| Carrhae Capital LLP | 196,332 | $5,483 萬 | 5.21% | −61,669−23.9% | 減碼 |
| New Age Alpha Advisors, LLC | 196,200 | $5,480 萬 | 2.31% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 199,782 | $5,462 萬 | 0.04% | +39,665+24.8% | 加碼 |
| Trillium Asset Management, LLC | 194,717 | $5,438 萬 | 1.44% | −43,389−18.2% | 減碼 |
| Meridiem Capital Partners LP | 193,455 | $5,403 萬 | 3.72% | +193,455 | 新進 |
| Zweig-DiMenna Associates LLC | 192,470 | $5,375 萬 | 4.18% | −9,375−4.6% | 減碼 |
| Marcho Partners LLP | 190,538 | $5,322 萬 | 21.37% | −63,341−24.9% | 減碼 |
| TOMS Capital Investment Management LP | 190,000 | $5,307 萬 | 4.71% | −75,000−28.3% | 減碼 |
| Liontrust Investment Partners LLP | 189,891 | $5,303 萬 | 0.78% | +54,640+40.4% | 加碼 |
| Wedgewood Partners Inc | 189,282 | $5,286 萬 | 9.65% | −8,218−4.2% | 減碼 |
| Point72 (DIFC) Ltd | 189,186 | $5,284 萬 | 3.68% | +103,445+120.6% | 加碼 |
| Captrust Financial Advisors | 186,888 | $5,220 萬 | 0.11% | +94,322+101.9% | 加碼 |
| iA Global Asset Management Inc. | 185,651 | $5,185 萬 | 0.71% | −239,260−56.3% | 減碼 |
| Brandes Investment Partners, LP | 185,428 | $5,179 萬 | 0.42% | −78,323−29.7% | 減碼 |
| Senator Investment Group LP | 185,013 | $5,167 萬 | 1.91% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 183,488 | $5,125 萬 | 0.29% | +10,571+6.1% | 加碼 |
| BNP Paribas | 182,850 | $5,104 萬 | 1.54% | +19,107+11.7% | 加碼 |
| Pictet North America Advisors SA | 179,747 | $5,020 萬 | 4.70% | +10,206+6.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 179,429 | $5,011 萬 | 0.33% | −40,662−18.5% | 減碼 |
| Lockheed Martin Investment Management Co | 177,900 | $4,969 萬 | 1.83% | +128,000+256.5% | 加碼 |
| Polen Capital Management LLC | 177,059 | $4,945 萬 | 0.16% | +177,059 | 新進 |
| Warren Averett Asset Management, LLC | 176,342 | $4,925 萬 | 0.49% | −5,852−3.2% | 減碼 |
| GWM Advisors LLC | 176,004 | $4,916 萬 | 0.22% | +1,244+0.7% | 加碼 |
| Moran Wealth Management, LLC | 175,168 | $4,892 萬 | 1.48% | −12,629−6.7% | 減碼 |
| Infinitum Asset Management, LLC | 175,000 | $4,888 萬 | 8.99% | 00.0% | 不變 |
| Quantinno Capital Management LP | 174,907 | $4,885 萬 | 0.13% | +47,353+37.1% | 加碼 |
| Albar Capital Partners LLP | 174,813 | $4,882 萬 | 11.12% | −158,699−47.6% | 減碼 |
| Pathstone Holdings, LLC | 173,600 | $4,852 萬 | 0.19% | +16,199+10.3% | 加碼 |
| Erste Asset Management GmbH | 173,418 | $4,730 萬 | 0.46% | −44,859−20.6% | 減碼 |
| Kadensa Capital Ltd | 169,353 | $4,730 萬 | 4.87% | +136,673+418.2% | 加碼 |
| Qube Research & Technologies Ltd | 169,001 | $4,720 萬 | 0.07% | +166,785+7,526.4% | 加碼 |
| Standard Life Aberdeen plc | 170,194 | $4,707 萬 | 0.07% | −264,720−60.9% | 減碼 |
| Deprince Race & Zollo Inc | 167,866 | $4,688 萬 | 0.94% | −14,605−8.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 167,228 | $4,671 萬 | 0.13% | −2,146−1.3% | 減碼 |
| Junto Capital Management LP | 166,580 | $4,652 萬 | 0.97% | −42,536−20.3% | 減碼 |
| Davy Global Fund Management Ltd | 165,683 | $4,627 萬 | 3.14% | +6,808+4.3% | 加碼 |
| Cat Rock Capital Management LP | 164,676 | $4,599 萬 | 5.68% | −98,200−37.4% | 減碼 |
| Sculptor Capital LP | 164,500 | $4,594 萬 | 0.63% | +164,500 | 新進 |
| Abn Amro Investment Solutions | 163,741 | $4,573 萬 | 0.94% | −25,798−13.6% | 減碼 |
| Raiffeisen Bank International AG | 165,756 | $4,529 萬 | 0.60% | +24,647+17.5% | 加碼 |
| Asset Management One Co.,Ltd. | 162,094 | $4,527 萬 | 0.13% | −2,658−1.6% | 減碼 |
| Grimes & Company, Inc. | 161,297 | $4,505 萬 | 1.11% | −12,899−7.4% | 減碼 |
| Wolverine Trading, LLC | 164,283 | $4,489 萬 | 0.90% | +79,821+94.5% | 加碼 |
| Mercer Global Advisors Inc | 159,784 | $4,455 萬 | 0.07% | −8,794−5.2% | 減碼 |
| Tairen Capital Ltd | 158,302 | $4,421 萬 | 4.78% | −26,741−14.5% | 減碼 |
| Capital Fund Management S.A. | 158,181 | $4,418 萬 | 0.44% | +99,675+170.4% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 157,763 | $4,406 萬 | 3.72% | −3,077−1.9% | 減碼 |
| Storebrand Asset Management AS | 157,648 | $4,403 萬 | 0.12% | +39,327+33.2% | 加碼 |
| Kestra Advisory Services, LLC | 157,558 | $4,400 萬 | 0.20% | +43,942+38.7% | 加碼 |
| Night Owl Capital Management, LLC | 157,311 | $4,394 萬 | 4.79% | +1,507+1.0% | 加碼 |
| Mackenzie Financial Corp | 156,955 | $4,384 萬 | 0.05% | +3,857+2.5% | 加碼 |
| Academy Capital Management Inc | 155,270 | $4,337 萬 | 6.18% | −1,139−0.7% | 減碼 |
| Capital International Sarl | 154,235 | $4,308 萬 | 0.74% | −3,433−2.2% | 減碼 |
| Norris Perne & French LLP | 152,598 | $4,262 萬 | 2.95% | +11,736+8.3% | 加碼 |
| GuoLine Advisory Pte Ltd | 150,700 | $4,209 萬 | 4.19% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 150,000 | $4,189 萬 | 0.07% | +50,000+50.0% | 加碼 |
| TCW Group Inc | 149,966 | $4,188 萬 | 0.35% | −9,247−5.8% | 減碼 |
| Kemnay Advisory Services Inc. | 149,692 | $4,181 萬 | 6.36% | −13,667−8.4% | 減碼 |
| Generate Investment Management Ltd | 148,665 | $4,152 萬 | 2.11% | −135,305−47.6% | 減碼 |
| State of Michigan Retirement System | 148,200 | $4,139 萬 | 0.20% | 00.0% | 不變 |
| Sapient Capital LLC | 150,697 | $4,134 萬 | 0.64% | +16,861+12.6% | 加碼 |
| London & Capital Asset Management Ltd | 147,968 | $4,132 萬 | 2.95% | −6,231−4.0% | 減碼 |