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 100 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 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/12/31 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
- 3,128
- 較 2025 年第 3 季 +391 家
- 持有股數
- 7.90 億
- 較 2025 年第 3 季 −2,036 萬 (−2.5%)
- 總市值
- $2,397 億
- 較 2025 年第 3 季 +$136.1 億 (+6.0%)
- 新進機構
- 494
- 另有 1,209 家加碼
- 清倉機構
- 103
- 另有 1,073 家減碼
另有 64 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 61,131,828 | $185.8 億 | 0.95% | −12,054,686−16.5% | 減碼 |
| Sanders Capital, LLC | 31,958,360 | $97.1 億 | 11.19% | −322,044−1.0% | 減碼 |
| Capital World Investors | 27,404,289 | $83.3 億 | 1.13% | −336,591−1.2% | 減碼 |
| Capital International Investors | 25,658,661 | $77.9 億 | 1.22% | +14,990+0.1% | 加碼 |
| JPMorgan Chase & Co | 25,182,540 | $76.5 億 | 0.52% | +690,178+2.8% | 加碼 |
| Fisher Asset Management, LLC | 18,146,900 | $55.1 億 | 1.88% | +313,773+1.8% | 加碼 |
| Van Eck Associates Corp | 17,464,962 | $53.1 億 | 4.39% | +1,750,824+11.1% | 加碼 |
| BlackRock, Inc. | 16,481,878 | $50.1 億 | 0.09% | −699,014−4.1% | 減碼 |
| Bank of America Corp | 15,902,819 | $48.3 億 | 0.35% | +966,926+6.5% | 加碼 |
| Morgan Stanley | 13,513,371 | $41.1 億 | 0.25% | −1,578,161−10.5% | 減碼 |
| Jennison Associates LLC | 13,394,299 | $40.7 億 | 2.44% | +802,757+6.4% | 加碼 |
| Bank of New York Mellon Corp | 11,591,375 | $35.2 億 | 0.62% | −2,265,595−16.3% | 減碼 |
| Alliancebernstein L.P. | 10,215,542 | $31.0 億 | 0.98% | −471,495−4.4% | 減碼 |
| Massachusetts Financial Services Co | 10,147,238 | $30.8 億 | 1.00% | −5,612,181−35.6% | 減碼 |
| WCM Investment Management, LLC | 9,819,196 | $29.4 億 | 6.06% | −271,323−2.7% | 減碼 |
| Price T Rowe Associates Inc | 8,890,155 | $27.0 億 | 0.29% | −2,585,242−22.5% | 減碼 |
| Coatue Management LLC大師Coatue | 8,629,524 | $26.2 億 | 6.56% | +556,988+6.9% | 加碼 |
| Goldman Sachs Group Inc | 8,472,273 | $25.7 億 | 0.37% | −3,662,605−30.2% | 減碼 |
| Janus Henderson Group PLC | 8,291,884 | $25.0 億 | 1.12% | +594,780+7.7% | 加碼 |
| Franklin Resources Inc | 7,513,453 | $22.8 億 | 0.56% | +605,256+8.8% | 加碼 |
| UBS Group AG | 7,288,087 | $22.1 億 | 0.44% | −1,342,803−15.6% | 減碼 |
| Schroder Investment Management Group | 7,251,510 | $22.0 億 | 1.67% | +37,035+0.5% | 加碼 |
| Sands Capital Management, LLC | 6,826,175 | $20.7 億 | 6.31% | −2,425,714−26.2% | 減碼 |
| American Century Companies Inc | 6,735,211 | $20.5 億 | 1.03% | +252,677+3.9% | 加碼 |
| Northern Trust Corp | 6,620,155 | $20.1 億 | 0.26% | +193,089+3.0% | 加碼 |
| Royal Bank of Canada | 6,523,794 | $19.8 億 | 0.35% | +432,154+7.1% | 加碼 |
| Brown Advisory Inc | 6,469,279 | $19.7 億 | 2.74% | −112,535−1.7% | 減碼 |
| StonePine Asset Management Inc. | 6,246,545 | $19.0 億 | 11.80% | −299,234−4.6% | 減碼 |
| Fiera Capital Corp | 6,023,398 | $18.3 億 | 5.80% | −807,720−11.8% | 減碼 |
| William Blair Investment Management, LLC | 5,985,330 | $18.2 億 | 5.07% | −436,828−6.8% | 減碼 |
| First Eagle Investment Management, LLC | 5,938,326 | $18.0 億 | 3.18% | −761,682−11.4% | 減碼 |
| Alkeon Capital Management LLC | 5,438,668 | $16.5 億 | 7.23% | +175,000+3.3% | 加碼 |
| Wellington Management Group LLP | 5,433,369 | $16.5 億 | 0.29% | −428,105−7.3% | 減碼 |
| Eagle Capital Management LLC | 4,960,306 | $15.1 億 | 4.69% | −77,602−1.5% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,914,896 | $14.9 億 | 3.96% | +970,530+24.6% | 加碼 |
| Point72 Asset Management, L.P. | 4,664,632 | $14.2 億 | 2.22% | +2,850,380+157.1% | 加碼 |
| Clearbridge Investments, LLC | 4,414,472 | $13.4 億 | 1.07% | +140,784+3.3% | 加碼 |
| Harding Loevner LP | 4,336,799 | $13.2 億 | 11.60% | −824,056−16.0% | 減碼 |
| Ameriprise Financial Inc | 4,284,103 | $13.0 億 | 0.29% | −8,803−0.2% | 減碼 |
| Wells Fargo & Company | 4,267,222 | $13.0 億 | 0.25% | +230,899+5.7% | 加碼 |
| Russell Investments Group, Ltd. | 4,170,751 | $12.7 億 | 1.38% | −374,407−8.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,725,474 | $11.3 億 | 3.81% | −852,900−18.6% | 減碼 |
| Invesco Ltd. | 3,721,823 | $11.3 億 | 0.11% | +40,842+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 3,605,351 | $11.0 億 | 0.23% | +13,117+0.4% | 加碼 |
| Envestnet Asset Management Inc | 3,538,545 | $10.8 億 | 0.32% | −303,971−7.9% | 減碼 |
| Lazard Asset Management LLC | 3,249,879 | $9.88 億 | 1.68% | −1,308,690−28.7% | 減碼 |
| Capital Research Global Investors | 3,215,353 | $9.77 億 | 0.18% | +1,281,648+66.3% | 加碼 |
| Jane Street Group, LLC | 3,202,610 | $9.73 億 | 1.15% | −1,123,213−26.0% | 減碼 |
| Barclays PLC | 3,123,756 | $9.49 億 | 0.38% | −2,126,423−40.5% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 3,052,400 | $9.28 億 | 6.81% | 00.0% | 不變 |
| Voya Investment Management LLC | 3,007,536 | $9.13 億 | 0.90% | +126,659+4.4% | 加碼 |
| Citadel Advisors LLC | 2,992,625 | $9.09 億 | 0.62% | +2,481,031+485.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,951,420 | $8.97 億 | 0.68% | +1,271,785+75.7% | 加碼 |
| Cantillon Capital Management LLC | 2,829,278 | $8.60 億 | 4.65% | +21,307+0.8% | 加碼 |
| 1832 Asset Management L.P. | 2,817,888 | $8.56 億 | 1.08% | +187,345+7.1% | 加碼 |
| Nomura Asset Management International Inc. | 2,683,573 | $8.16 億 | 1.23% | +2,683,573 | 新進 |
| Raymond James Financial Inc | 2,677,162 | $8.14 億 | 0.25% | +97,381+3.8% | 加碼 |
| Nuveen, LLC | 2,528,294 | $7.68 億 | 0.20% | −154,963−5.8% | 減碼 |
| Windacre Partnership LLC | 2,483,100 | $7.55 億 | 8.09% | −344,000−12.2% | 減碼 |
| Fayez Sarofim & Co | 2,470,929 | $7.51 億 | 1.80% | +437,465+21.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,447,682 | $7.44 億 | 0.61% | +8,141+0.3% | 加碼 |
| Soroban Capital Partners LP | 2,643,064 | $7.38 億 | 5.40% | +798,830+43.3% | 加碼 |
| Natixis Advisors, L.P. | 2,361,947 | $7.18 億 | 1.02% | −96,744−3.9% | 減碼 |
| SEI Investments Co | 2,317,121 | $7.04 億 | 0.70% | +370,625+19.0% | 加碼 |
| Deutsche Bank AG | 2,264,367 | $6.88 億 | 0.22% | +1,098,727+94.3% | 加碼 |
| Citigroup Inc | 2,195,829 | $6.67 億 | 0.45% | −660,282−23.1% | 減碼 |
| Driehaus Capital Management LLC | 2,163,564 | $6.57 億 | 4.47% | −79,824−3.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,159,562 | $6.56 億 | 0.38% | −641,578−22.9% | 減碼 |
| Stockbridge Partners LLC | 2,120,920 | $6.45 億 | 14.19% | −7,533−0.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,093,115 | $6.36 億 | 0.40% | +1,313,917+168.6% | 加碼 |
| Principal Financial Group Inc | 2,079,254 | $6.32 億 | 0.32% | −329,157−13.7% | 減碼 |
| Saturna Capital CORP | 2,041,106 | $6.20 億 | 8.23% | −98,334−4.6% | 減碼 |
| LPL Financial LLC | 2,029,314 | $6.17 億 | 0.17% | +171,467+9.2% | 加碼 |
| BlueSpruce Investments, LP | 2,013,338 | $6.12 億 | 15.61% | −496,796−19.8% | 減碼 |
| Ninety One UK Ltd | 2,012,887 | $6.12 億 | 1.31% | −76,209−3.6% | 減碼 |
| Softbank Group Corp | 1,985,000 | $6.03 億 | 3.90% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 1,901,587 | $5.78 億 | 1.22% | +2,978+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,892,677 | $5.75 億 | 0.66% | +848,037+81.2% | 加碼 |
| HSBC Holdings PLC | 1,806,757 | $5.69 億 | 0.32% | +430,676+31.3% | 加碼 |
| GQG Partners LLC | 1,832,009 | $5.57 億 | 0.92% | −1,663,791−47.6% | 減碼 |
| Comgest Global Investors S.A.S. | 1,719,123 | $5.22 億 | 9.31% | −402,507−19.0% | 減碼 |
| Marshall Wace, LLP | 1,707,306 | $5.19 億 | 0.50% | +1,364,257+397.7% | 加碼 |
| Mirova US LLC | 1,680,068 | $5.11 億 | 5.13% | −52,353−3.0% | 減碼 |
| Two Sigma Advisers, LP | 1,662,600 | $5.05 億 | 0.98% | +1,266,000+319.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,658,650 | $5.04 億 | 5.41% | +639,178+62.7% | 加碼 |
| Legal & General Group Plc | 1,651,273 | $5.02 億 | 0.11% | +100,090+6.5% | 加碼 |
| Bessemer Group Inc | 1,651,162 | $5.02 億 | 0.77% | +666,984+67.8% | 加碼 |
| Life Cycle Investment Partners Ltd | 1,629,416 | $4.95 億 | 3.46% | +1,629,416 | 新進 |
| Altshuler Shaham Ltd | 1,585,930 | $4.82 億 | 7.36% | −544,220−25.5% | 減碼 |
| Amundi | 1,539,682 | $4.68 億 | 0.13% | −62,266−3.9% | 減碼 |
| AMF Pensionsforsakring AB | 1,534,615 | $4.66 億 | 2.89% | −54,171−3.4% | 減碼 |
| Swedbank AB | 1,482,023 | $4.50 億 | 0.44% | +2,685+0.2% | 加碼 |
| FIL Ltd | 1,459,825 | $4.44 億 | 0.33% | +69,276+5.0% | 加碼 |
| Vontobel Holding Ltd. | 1,422,027 | $4.32 億 | 1.42% | −535,576−27.4% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,421,721 | $4.32 億 | 6.75% | −460,000−24.4% | 減碼 |
| Magellan Asset Management Ltd | 1,401,158 | $4.26 億 | 5.18% | −105,047−7.0% | 減碼 |
| Baillie Gifford & Co | 1,336,491 | $4.06 億 | 0.34% | −227,569−14.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,265,224 | $4.04 億 | 0.66% | −132,308−9.5% | 減碼 |
| Victory Capital Management Inc | 1,327,921 | $4.04 億 | 0.23% | +1,095,239+470.7% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,325,284 | $4.03 億 | 29.53% | −94,031−6.6% | 減碼 |