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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 180,620 | $4,121 萬 | 1.75% | +18,917+11.7% | 加碼 |
| ABN AMRO Bank N.V. | 146,369 | $4,072 萬 | 0.40% | +15,950+12.2% | 加碼 |
| Schwartz Investment Counsel Inc | 144,350 | $4,032 萬 | 1.35% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 142,645 | $3,996 萬 | 1.09% | +767+0.5% | 加碼 |
| CCLA Investment Management Ltd | 142,430 | $3,977 萬 | 0.64% | +142,430 | 新進 |
| Fernbridge Capital Management LP | 142,260 | $3,973 萬 | 1.94% | −89,242−38.5% | 減碼 |
| Blue Grotto Capital, LLC | 141,102 | $3,941 萬 | 4.57% | −12,640−8.2% | 減碼 |
| Jupiter Asset Management Ltd | 140,746 | $3,931 萬 | 0.34% | −8,069−5.4% | 減碼 |
| Bailard, Inc. | 140,129 | $3,914 萬 | 0.85% | −657−0.5% | 減碼 |
| Atria Investments LLC | 138,152 | $3,858 萬 | 0.44% | −3,900−2.7% | 減碼 |
| Milestones Administradora de Recursos Ltda. | 138,036 | $3,855 萬 | 13.50% | −17,464−11.2% | 減碼 |
| Brinker Capital Investments, LLC | 137,499 | $3,840 萬 | 0.30% | −3,611−2.6% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 136,092 | $3,801 萬 | 0.60% | +10,614+8.5% | 加碼 |
| Manchester Global Management (UK) Ltd | 135,813 | $3,793 萬 | 4.99% | +49,500+57.3% | 加碼 |
| Ramirez Asset Management, Inc. | 135,572 | $3,786 萬 | 5.26% | −61,423−31.2% | 減碼 |
| Baskin Financial Services Inc. | 135,338 | $3,780 萬 | 2.78% | +7,676+6.0% | 加碼 |
| John G Ullman & Associates Inc | 135,335 | $3,780 萬 | 5.09% | −3,357−2.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 134,630 | $3,760 萬 | 0.19% | −1,000−0.7% | 減碼 |
| Y.D. More Investments Ltd | 133,817 | $3,737 萬 | 2.11% | +20,359+17.9% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 131,264 | $3,666 萬 | 0.83% | 00.0% | 不變 |
| Penserra Capital Management LLC | 131,251 | $3,666 萬 | 0.44% | +39,185+42.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 130,801 | $3,653 萬 | 0.40% | +13,345+11.4% | 加碼 |
| Diversify Advisory Services, LLC | 119,083 | $3,630 萬 | 1.22% | −13,832−10.4% | 減碼 |
| Modern Wealth Management, LLC | 129,827 | $3,626 萬 | 0.72% | +118,700+1,066.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 129,780 | $3,625 萬 | 0.28% | +10,000+8.3% | 加碼 |
| Oppenheimer & Co Inc | 125,213 | $3,497 萬 | 0.43% | −1,422−1.1% | 減碼 |
| Greenleaf Trust | 124,369 | $3,474 萬 | 0.32% | −63−0.1% | 減碼 |
| Promethos Capital, LLC | 146,568 | $3,467 萬 | 9.31% | +38,744+35.9% | 加碼 |
| Choate Investment Advisors | 123,875 | $3,460 萬 | 0.72% | +5,489+4.6% | 加碼 |
| Tran Capital Management, L.P. | 123,697 | $3,455 萬 | 4.13% | −11,229−8.3% | 減碼 |
| Provident Investment Management, Inc. | 122,587 | $3,424 萬 | 3.02% | +122,587 | 新進 |
| Parallax Volatility Advisers, L.P. | 121,158 | $3,384 萬 | 1.00% | +121,158 | 新進 |
| Jordan Park Group LLC | 380,095 | $3,367 萬 | 1.92% | +259,526+215.3% | 加碼 |
| Janney Capital Management LLC | 120,463 | $3,364 萬 | 2.09% | −18,059−13.0% | 減碼 |
| Telemark Asset Management, LLC | 120,000 | $3,351 萬 | 3.18% | 00.0% | 不變 |
| Franchise Capital Ltd | 119,580 | $3,340 萬 | 14.54% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 118,489 | $3,309 萬 | 5.14% | +3,277+2.8% | 加碼 |
| Vanguard Group Inc | 118,468 | $3,309 萬 | 0.00% | −573−0.5% | 減碼 |
| Aureus Asset Management, LLC | 118,202 | $3,301 萬 | 2.15% | +56,638+92.0% | 加碼 |
| First Long Island Investors, LLC | 117,856 | $3,292 萬 | 2.45% | −467−0.4% | 減碼 |
| Simplex Trading, LLC | 116,776 | $3,261 萬 | 0.72% | −162,150−58.1% | 減碼 |
| Calamos Advisors LLC | 116,313 | $3,249 萬 | 0.13% | −2,442−2.1% | 減碼 |
| Exchange Traded Concepts, LLC | 115,932 | $3,238 萬 | 0.31% | +31,094+36.7% | 加碼 |
| Westwood Holdings Group Inc. | 113,875 | $3,180 萬 | 0.23% | −9,315−7.6% | 減碼 |
| Dock Street Asset Management Inc | 113,500 | $3,170 萬 | 2.77% | +14,964+15.2% | 加碼 |
| Moore Capital Management, LP | 113,295 | $3,164 萬 | 0.63% | +27,620+32.2% | 加碼 |
| Walter Public Investments Inc. | 113,238 | $3,163 萬 | 5.20% | +113,238 | 新進 |
| CIBC Asset Management Inc | 113,073 | $3,151 萬 | 0.09% | −19,239−14.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 112,721 | $3,148 萬 | 0.49% | −45,008−28.5% | 減碼 |
| TD Waterhouse Canada Inc. | 108,922 | $3,145 萬 | 0.20% | +3,089+2.9% | 加碼 |
| Bellecapital International Ltd. | 112,055 | $3,130 萬 | 5.05% | −260.0% | 減碼 |
| Kornitzer Capital Management Inc | 111,014 | $3,101 萬 | 0.62% | −1,650−1.5% | 減碼 |
| United Capital Financial Advisers, LLC | 110,827 | $3,095 萬 | 0.22% | +17,243+18.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 110,720 | $3,089 萬 | 0.73% | −6,605−5.6% | 減碼 |
| 7G Capital Management, LLC | 110,000 | $3,072 萬 | 19.69% | 00.0% | 不變 |
| CapWealth Advisors, LLC | 108,726 | $3,037 萬 | 2.09% | −3,059−2.7% | 減碼 |
| Dodge & Cox | 107,800 | $3,011 萬 | 0.02% | 00.0% | 不變 |
| Colony Group, LLC | 107,495 | $3,003 萬 | 0.05% | +5,583+5.5% | 加碼 |
| MIG Capital, LLC | 107,055 | $2,990 萬 | 4.38% | +93,875+712.3% | 加碼 |
| Point72 Hong Kong Ltd | 106,829 | $2,984 萬 | 1.38% | +54,665+104.8% | 加碼 |
| Wetherby Asset Management Inc | 106,819 | $2,983 萬 | 1.22% | +469+0.4% | 加碼 |
| Private Advisor Group, LLC | 106,765 | $2,982 萬 | 0.15% | −12,958−10.8% | 減碼 |
| Untitled Investments LP | 105,721 | $2,953 萬 | 7.97% | −4,540−4.1% | 減碼 |
| Governors Lane LP | 105,427 | $2,944 萬 | 4.07% | +7,718+7.9% | 加碼 |
| Advisory Research Inc | 104,970 | $2,932 萬 | 3.85% | +8,369+8.7% | 加碼 |
| Morningstar Investment Management LLC | 102,309 | $2,857 萬 | 1.05% | +102,309 | 新進 |
| JustInvest LLC | 101,876 | $2,847 萬 | 0.29% | +8,738+9.4% | 加碼 |
| Naples Global Advisors, LLC | 101,368 | $2,839 萬 | 2.21% | −1,093−1.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 100,861 | $2,813 萬 | 0.18% | +12,741+14.5% | 加碼 |
| Polar Asset Management Partners Inc. | 100,520 | $2,807 萬 | 0.57% | −8,695−8.0% | 減碼 |
| Sava Infond d.o.o. | 100,485 | $2,806 萬 | 3.98% | +130+0.1% | 加碼 |
| Charles-Lim Capital Ltd | 100,000 | $2,793 萬 | 7.12% | −100,000−50.0% | 減碼 |
| Bornite Capital Management LP | 100,000 | $2,793 萬 | 2.59% | +100,000 | 新進 |
| Raub Brock Capital Management LP | 99,767 | $2,786 萬 | 6.00% | −6,616−6.2% | 減碼 |
| Firetrail Investments Pty Ltd | 100,494 | $2,785 萬 | 6.98% | −7,769−7.2% | 減碼 |
| Princeton Global Asset Management LLC | 99,549 | $2,780 萬 | 4.62% | −780−0.8% | 減碼 |
| Naviter Wealth, LLC | 98,410 | $2,756 萬 | 3.21% | +4,643+5.0% | 加碼 |
| JB Capital LLC | 98,387 | $2,748 萬 | 1.19% | +1,936+2.0% | 加碼 |
| Quadrant Capital Group LLC | 97,784 | $2,731 萬 | 0.89% | −1,173−1.2% | 減碼 |
| Benchstone Capital Management LP | 97,581 | $2,725 萬 | 3.72% | −154,522−61.3% | 減碼 |
| Daiwa Securities Group Inc. | 97,411 | $2,721 萬 | 0.09% | +40,987+72.6% | 加碼 |
| Blair William & Co | 96,048 | $2,683 萬 | 0.07% | −1,154−1.2% | 減碼 |
| BWCP, LP | 95,859 | $2,677 萬 | 4.64% | −103−0.1% | 減碼 |
| Monolith Management Ltd | 95,532 | $2,668 萬 | 11.76% | +49,227+106.3% | 加碼 |
| Natixis | 95,433 | $2,665 萬 | 0.14% | −42,270−30.7% | 減碼 |
| Augustine Asset Management Inc | 94,388 | $2,636 萬 | 5.30% | −1,308−1.4% | 減碼 |
| AQR Capital Management LLC | 95,091 | $2,628 萬 | 0.02% | −14,089−12.9% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $2,616 萬 | 1.27% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 93,007 | $2,598 萬 | 1.60% | +9,958+12.0% | 加碼 |
| Ieq Capital, LLC | 92,982 | $2,597 萬 | 0.08% | +34,698+59.5% | 加碼 |
| Makena Capital Management LLC | 92,949 | $2,596 萬 | 2.68% | −30,640−24.8% | 減碼 |
| Meridian Investment Counsel Inc. | 92,328 | $2,579 萬 | 6.37% | −1,703−1.8% | 減碼 |
| CenterBook Partners LP | 91,688 | $2,561 萬 | 1.27% | +2,855+3.2% | 加碼 |
| Eldred Rock Partners, LLC | 91,061 | $2,551 萬 | 6.36% | +4,602+5.3% | 加碼 |
| Advisory Services Network, LLC | 91,243 | $2,548 萬 | 0.37% | −118−0.1% | 減碼 |
| ExodusPoint Capital Management, LP | 91,223 | $2,548 萬 | 0.36% | +43,766+92.2% | 加碼 |
| Cabot Wealth Management Inc | 90,677 | $2,533 萬 | 2.81% | −20,461−18.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 90,607 | $2,531 萬 | 0.28% | +12,108+15.4% | 加碼 |
| Point72 Italy, S.r.l. | 90,316 | $2,522 萬 | 20.94% | +32,784+57.0% | 加碼 |
| LTS One Management LP | 90,000 | $2,514 萬 | 8.95% | −25,000−21.7% | 減碼 |