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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 60,000 | $1,676 萬 | 1.23% | 00.0% | 不變 |
| Triavera Capital LLC | 59,758 | $1,669 萬 | 8.12% | 00.0% | 不變 |
| Signaturefd, LLC | 59,630 | $1,665 萬 | 0.26% | +822+1.4% | 加碼 |
| Texas Yale Capital Corp. | 59,487 | $1,661 萬 | 0.52% | +200.0% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 59,378 | $1,658 萬 | 3.22% | +35,846+152.3% | 加碼 |
| HM Payson & Co | 59,220 | $1,654 萬 | 0.24% | −13,346−18.4% | 減碼 |
| Cambiar Investors LLC | 59,179 | $1,653 萬 | 0.75% | −3,760−6.0% | 減碼 |
| Verition Fund Management LLC | 59,100 | $1,651 萬 | 0.09% | +3,183+5.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 59,045 | $1,649 萬 | 0.10% | +2,442+4.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 58,908 | $1,645 萬 | 0.29% | −1,974−3.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 58,904 | $1,645 萬 | 0.59% | −973−1.6% | 減碼 |
| Adviser Investments LLC | 58,878 | $1,644 萬 | 0.19% | +90+0.2% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 58,836 | $1,643 萬 | 2.32% | −75,918−56.3% | 減碼 |
| Berkshire Capital Holdings Inc | 58,620 | $1,637 萬 | 4.97% | −29,430−33.4% | 減碼 |
| Oak Grove Capital LLC | 58,555 | $1,635 萬 | 3.53% | −1,000−1.7% | 減碼 |
| Lynwood Price Capital Management LP | 58,500 | $1,634 萬 | 8.19% | +42,000+254.5% | 加碼 |
| Timber Creek Capital Management LLC | 58,166 | $1,625 萬 | 3.93% | −371−0.6% | 減碼 |
| Unisphere Establishment | 58,000 | $1,620 萬 | 0.13% | 00.0% | 不變 |
| Acadian Asset Management LLC | 57,308 | $1,600 萬 | 0.03% | −28,394−33.1% | 減碼 |
| Boothbay Fund Management, LLC | 57,214 | $1,598 萬 | 0.41% | −69,152−54.7% | 減碼 |
| Qtron Investments LLC | 56,849 | $1,588 萬 | 1.97% | −8,460−13.0% | 減碼 |
| Armistice Capital, LLC | 56,700 | $1,584 萬 | 0.50% | +15,700+38.3% | 加碼 |
| Annex Advisory Services, LLC | 56,331 | $1,573 萬 | 0.33% | +868+1.6% | 加碼 |
| PEAK6 LLC | 56,088 | $1,566 萬 | 0.39% | +56,082+934,700.0% | 加碼 |
| Eagle Global Advisors LLC | 56,043 | $1,565 萬 | 0.60% | +5,357+10.6% | 加碼 |
| BCJ Capital Management, LLC | 55,836 | $1,559 萬 | 0.93% | +11,640+26.3% | 加碼 |
| M. Kulyk & Associates, LLC | 55,771 | $1,558 萬 | 3.16% | −1,026−1.8% | 減碼 |
| Bleakley Financial Group, LLC | 55,702 | $1,556 萬 | 0.36% | +2,856+5.4% | 加碼 |
| Castleark Management LLC | 55,610 | $1,553 萬 | 0.44% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 55,408 | $1,552 萬 | 0.37% | −1,194−2.1% | 減碼 |
| FACT Capital, LP | 55,391 | $1,547 萬 | 8.05% | −17,316−23.8% | 減碼 |
| Adell Harriman & Carpenter Inc | 55,159 | $1,541 萬 | 0.94% | +2,028+3.8% | 加碼 |
| Parkwood LLC | 55,109 | $1,539 萬 | 1.50% | −108,499−66.3% | 減碼 |
| Jag Capital Management, LLC | 55,107 | $1,539 萬 | 1.69% | +10,182+22.7% | 加碼 |
| Heirloom Wealth Management | 55,047 | $1,537 萬 | 3.71% | +19,510+54.9% | 加碼 |
| Pensionmark Financial Group, LLC | 55,031 | $1,537 萬 | 0.31% | −6,506−10.6% | 減碼 |
| Hodges Capital Management Inc. | 54,340 | $1,518 萬 | 1.30% | −8,281−13.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 54,271 | $1,516 萬 | 0.97% | −29−0.1% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 54,048 | $1,513 萬 | 2.79% | +125+0.2% | 加碼 |
| Atlantic Union Bankshares Corp | 53,999 | $1,508 萬 | 0.28% | +2,836+5.5% | 加碼 |
| SCS Capital Management LLC | 53,558 | $1,499 萬 | 0.16% | −4,381−7.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 53,581 | $1,496 萬 | 0.20% | −300−0.6% | 減碼 |
| Vantage Investment Partners, LLC | 53,580 | $1,496 萬 | 1.02% | +53,580 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 53,463 | $1,493 萬 | 9.67% | −54,932−50.7% | 減碼 |
| Credit Capital Investments LLC | 53,400 | $1,491 萬 | 16.66% | 00.0% | 不變 |
| Stephens Inc | 53,251 | $1,487 萬 | 0.19% | +891+1.7% | 加碼 |
| Global Retirement Partners, LLC | 53,237 | $1,487 萬 | 0.33% | +1,550+3.0% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 52,527 | $1,467 萬 | 10.10% | +17,814+51.3% | 加碼 |
| Commerce Bank | 52,436 | $1,464 萬 | 0.08% | +374+0.7% | 加碼 |
| Litman Gregory Asset Management LLC | 51,919 | $1,450 萬 | 1.08% | −2,063−3.8% | 減碼 |
| LGT Fund Management Co Ltd. | 50,125 | $1,446 萬 | 1.17% | −3,882−7.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 51,754 | $1,445 萬 | 0.28% | +18,743+56.8% | 加碼 |
| DSG Capital Advisors, LLC | 51,643 | $1,442 萬 | 2.30% | +6,592+14.6% | 加碼 |
| Meridian Wealth Management, LLC | 51,568 | $1,440 萬 | 0.55% | +24,535+90.8% | 加碼 |
| Montag A & Associates Inc | 51,238 | $1,435 萬 | 0.66% | −1,700−3.2% | 減碼 |
| We Are One Seven, LLC | 51,200 | $1,430 萬 | 0.33% | +3,458+7.2% | 加碼 |
| New Vernon Capital Holdings II LLC | 51,186 | $1,430 萬 | 6.58% | 00.0% | 不變 |
| DSM Capital Partners LLC | 50,987 | $1,424 萬 | 0.20% | +8,950+21.3% | 加碼 |
| RNC Capital Management LLC | 50,970 | $1,424 萬 | 0.65% | −2,338−4.4% | 減碼 |
| Contravisory Investment Management, Inc. | 50,949 | $1,423 萬 | 2.76% | −4,414−8.0% | 減碼 |
| Triglav Skladi, D.O.O. | 50,884 | $1,421 萬 | 0.93% | +24,000+89.3% | 加碼 |
| Guardian Point Capital, LP | 50,000 | $1,396 萬 | 5.37% | +25,000+100.0% | 加碼 |
| Benjamin Edwards Inc | 49,512 | $1,383 萬 | 0.16% | +16,739+51.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,483 | $1,382 萬 | 0.03% | −2,749−5.3% | 減碼 |
| Pinebridge Investments, L.P. | 49,304 | $1,377 萬 | 0.10% | +45,690+1,264.3% | 加碼 |
| Itau Unibanco Holding S.A. | 41,491 | $1,364 萬 | 0.47% | −179,736−81.2% | 減碼 |
| Marathon Asset Mgmt Ltd | 48,714 | $1,364 萬 | 0.50% | −3,539−6.8% | 減碼 |
| Employees Retirement System of Texas | 48,800 | $1,363 萬 | 0.11% | −5,900−10.8% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 48,702 | $1,360 萬 | 1.98% | 00.0% | 不變 |
| Summit Financial, LLC | 48,695 | $1,360 萬 | 0.21% | +5,533+12.8% | 加碼 |
| Private Advisory Group LLC | 48,527 | $1,355 萬 | 1.18% | −13,447−21.7% | 減碼 |
| Marex Group plc | 48,117 | $1,344 萬 | 0.17% | +30,253+169.4% | 加碼 |
| Delphi Financial Group, Inc. | 47,830 | $1,336 萬 | 7.51% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 47,754 | $1,334 萬 | 0.15% | +1,884+4.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 47,744 | $1,333 萬 | 0.56% | +1,588+3.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 47,697 | $1,332 萬 | 1.99% | −139−0.3% | 減碼 |
| One Capital Management, LLC | 47,089 | $1,315 萬 | 0.42% | −1,169−2.4% | 減碼 |
| Channing Global Advisors, LLC | 46,383 | $1,295 萬 | 8.97% | −140−0.3% | 減碼 |
| Renaissance Group LLC | 46,197 | $1,290 萬 | 0.49% | −1,110−2.3% | 減碼 |
| SummitTX Capital, L.P. | 45,654 | $1,275 萬 | 0.53% | −36,834−44.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 45,649 | $1,275 萬 | 0.05% | −1,902−4.0% | 減碼 |
| Synovus Financial Corp | 45,366 | $1,267 萬 | 0.15% | +245+0.5% | 加碼 |
| FourThought Financial Partners, LLC | 45,110 | $1,260 萬 | 1.11% | −3,581−7.4% | 減碼 |
| Elwood Capital Partners LP | 45,010 | $1,257 萬 | 11.50% | 00.0% | 不變 |
| Headland Capital, LLC | 44,840 | $1,252 萬 | 3.52% | −139−0.3% | 減碼 |
| Allen Capital Group, LLC | 44,822 | $1,252 萬 | 1.19% | +992+2.3% | 加碼 |
| Left Brain Wealth Management, LLC | 44,811 | $1,252 萬 | 3.93% | −76−0.2% | 減碼 |
| First Manhattan Co | 44,468 | $1,245 萬 | 0.03% | −3,257−6.8% | 減碼 |
| Hiddenite Capital Partners LP | 44,200 | $1,234 萬 | 6.69% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 44,174 | $1,234 萬 | 0.41% | +4,667+11.8% | 加碼 |
| Forge First Asset Management Inc. | 44,170 | $1,233 萬 | 5.66% | −25,100−36.2% | 減碼 |
| Kovitz Investment Group Partners, LLC | 44,059 | $1,233 萬 | 0.05% | −883−2.0% | 減碼 |
| GF Fund Management Co. Ltd. | 44,109 | $1,232 萬 | 0.22% | −31,382−41.6% | 減碼 |
| Integrated Wealth Concepts LLC | 44,097 | $1,232 萬 | 0.11% | +7,111+19.2% | 加碼 |
| YHB Investment Advisors, Inc. | 43,973 | $1,228 萬 | 0.90% | +427+1.0% | 加碼 |
| Yousif Capital Management, LLC | 43,834 | $1,224 萬 | 0.13% | −710−1.6% | 減碼 |
| 180 GPS Investments IC Ltd | 43,651 | $1,219 萬 | 7.08% | +43,651 | 新進 |
| Legacy Trust | 43,536 | $1,216 萬 | 2.40% | +2,302+5.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 43,418 | $1,213 萬 | 0.11% | −2,385−5.2% | 減碼 |
| Totem Point Management, LLC | 43,307 | $1,210 萬 | 10.79% | +2,789+6.9% | 加碼 |