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 3,585 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
- 3,127
- 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 1,072 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 |
|---|---|---|---|---|---|
| Shaker Investments LLC | 25,349 | $770.3 萬 | 3.20% | −106−0.4% | 減碼 |
| Family Legacy, Inc. | 25,422 | $772.6 萬 | 2.31% | −1,159−4.4% | 減碼 |
| Blackhawk Capital Partners LLC. | 25,510 | $775.2 萬 | 2.91% | +599+2.4% | 加碼 |
| Community Financial Services Group, LLC | 25,554 | $776.6 萬 | 1.43% | −332−1.3% | 減碼 |
| Sterling Capital Management LLC | 25,567 | $777.0 萬 | 0.13% | −1,879−6.8% | 減碼 |
| Leelyn Smith, LLC | 25,627 | $778.8 萬 | 1.13% | −1,249−4.6% | 減碼 |
| Tufton Capital Management | 25,645 | $779.3 萬 | 1.36% | −1,511−5.6% | 減碼 |
| Robocap Asset Management Ltd | 25,710 | $781.3 萬 | 6.98% | −10,043−28.1% | 減碼 |
| Trustmark National Bank Trust Department | 25,764 | $782.9 萬 | 0.49% | +438+1.7% | 加碼 |
| Fremen Capital Management LP | 25,823 | $784.7 萬 | 6.42% | +25,823 | 新進 |
| 180 Wealth Advisors, LLC | 25,862 | $785.9 萬 | 0.89% | −472−1.8% | 減碼 |
| Unison Asset Management LLC | 25,819 | $787.6 萬 | 3.53% | +20,875+422.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 26,072 | $792.3 萬 | 5.15% | −225−0.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 32,074 | $792.4 萬 | 0.19% | +518+1.6% | 加碼 |
| BFSG, LLC | 26,083 | $792.6 萬 | 0.77% | −1,327−4.8% | 減碼 |
| Strategic Global Advisors, LLC | 26,135 | $794.2 萬 | 1.23% | +16,760+178.8% | 加碼 |
| Front Row Advisors LLC | 26,139 | $796.4 萬 | 2.66% | −440−1.7% | 減碼 |
| Pzena Investment Management LLC | 26,342 | $800.5 萬 | 0.02% | −16,143−38.0% | 減碼 |
| ROI Financial Advisors, LLC | 26,393 | $802.1 萬 | 4.61% | −213−0.8% | 減碼 |
| First American Bank | 26,473 | $804.5 萬 | 0.49% | +7,536+39.8% | 加碼 |
| Benson Investment Management Company, Inc. | 26,531 | $806.3 萬 | 2.81% | +298+1.1% | 加碼 |
| Allianz SE | 26,551 | $806.9 萬 | 0.10% | +3,917+17.3% | 加碼 |
| American Trust | 26,711 | $811.7 萬 | 0.68% | +142+0.5% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 26,729 | $812.3 萬 | 1.14% | −572−2.1% | 減碼 |
| Buffalo Business & Estate Services Ltd | 26,734 | $812.4 萬 | 1.17% | +26,734 | 新進 |
| Axxcess Wealth Management, LLC | 27,280 | $815.4 萬 | 0.15% | +2,431+9.8% | 加碼 |
| DRW Securities, LLC | 26,893 | $817.3 萬 | 0.62% | +1,020+3.9% | 加碼 |
| Peapack Gladstone Financial Corp | 26,916 | $817.9 萬 | 0.10% | −232−0.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 26,893 | $818.9 萬 | 0.63% | +1,109+4.3% | 加碼 |
| Torray LLC | 26,974 | $819.7 萬 | 1.17% | −687−2.5% | 減碼 |
| Pragma Gestao de Patrimonio Ltd | 27,000 | $820.5 萬 | 3.50% | +16,800+164.7% | 加碼 |
| Soltis Investment Advisors LLC | 27,034 | $821.5 萬 | 0.54% | −6,207−18.7% | 減碼 |
| Morse Asset Management, Inc | 27,184 | $826.1 萬 | 1.65% | −100.0% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 27,189 | $826.2 萬 | 0.58% | −9,550−26.0% | 減碼 |
| Hancock Whitney Corp | 27,220 | $827.2 萬 | 0.15% | +729+2.8% | 加碼 |
| Catalyst Capital Advisors LLC | 27,250 | $828.1 萬 | 0.17% | −250−0.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 27,289 | $829.3 萬 | 1.21% | +80+0.3% | 加碼 |
| AlphaCore Capital LLC | 27,352 | $833.3 萬 | 0.19% | +468+1.7% | 加碼 |
| Hunter Perkins Capital Management, LLC | 27,406 | $835.0 萬 | 1.93% | −8,589−23.9% | 減碼 |
| Okabena Investment Services Inc | 27,482 | $835.2 萬 | 1.59% | −1,190−4.2% | 減碼 |
| Valley National Advisers Inc | 27,494 | $835.4 萬 | 1.16% | +2,013+7.9% | 加碼 |
| Oliver Luxxe Assets LLC | 27,591 | $838.5 萬 | 1.28% | −274−1.0% | 減碼 |
| Siren, L.L.C. | 27,700 | $841.8 萬 | 0.25% | −500−1.8% | 減碼 |
| Knuff & Co LLC | 27,728 | $842.6 萬 | 2.48% | +1,401+5.3% | 加碼 |
| Steamboat Capital Partners, LLC | 27,896 | $847.7 萬 | 2.33% | −182−0.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 27,932 | $848.8 萬 | 0.28% | +27,932 | 新進 |
| Point Break Capital Management, LLC | 27,985 | $850.4 萬 | 7.54% | +27,985 | 新進 |
| Compass Wealth Management LLC | 28,141 | $855.2 萬 | 2.13% | −560−2.0% | 減碼 |
| AMG National Trust Bank | 28,232 | $857.9 萬 | 0.20% | +572+2.1% | 加碼 |
| Axon Capital LP | 28,300 | $860.0 萬 | 10.34% | +28,300 | 新進 |
| KKM Financial LLC | 28,336 | $861.1 萬 | 1.53% | +28,336 | 新進 |
| Dorsey & Whitney Trust CO LLC | 28,342 | $861.3 萬 | 0.46% | −505−1.8% | 減碼 |
| West Family Investments, Inc. | 28,455 | $864.7 萬 | 2.03% | −1,623−5.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 28,568 | $868.2 萬 | 0.59% | +2,263+8.6% | 加碼 |
| TD Private Client Wealth LLC | 28,608 | $869.4 萬 | 0.19% | −109−0.4% | 減碼 |
| Perseverance Asset Management International | 28,734 | $873.2 萬 | 1.28% | +25,593+814.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 28,808 | $875.5 萬 | 0.06% | +8,165+39.6% | 加碼 |
| Mitchell Capital Management Co | 28,810 | $875.5 萬 | 1.57% | −747−2.5% | 減碼 |
| Guggenheim Capital LLC | 28,999 | $881.3 萬 | 0.06% | −365−1.2% | 減碼 |
| Nwam LLC | 26,543 | $883.1 萬 | 0.49% | −644−2.4% | 減碼 |
| Tenere Capital LLC | 29,165 | $886.3 萬 | 6.87% | +29,165 | 新進 |
| Westpac Banking Corp | 29,356 | $892.1 萬 | 0.56% | −2,472−7.8% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 29,553 | $898.1 萬 | 2.07% | +50.0% | 加碼 |
| AI-Squared Management Ltd | 29,560 | $898.3 萬 | 10.43% | +29,560 | 新進 |
| Shikiar Asset Management Inc | 29,817 | $906.1 萬 | 2.26% | −847−2.8% | 減碼 |
| Balboa Wealth Partners | 29,844 | $906.9 萬 | 1.50% | −1,255−4.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 30,150 | $916.2 萬 | 0.07% | −8,000−21.0% | 減碼 |
| Fairfield, Bush & Co. | 30,235 | $918.8 萬 | 4.85% | −2,081−6.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 30,238 | $918.9 萬 | 1.57% | +1,588+5.5% | 加碼 |
| Cypress Capital Group | 30,253 | $919.4 萬 | 1.03% | +699+2.4% | 加碼 |
| Guinness Atkinson Asset Management Inc | 30,725 | $924.6 萬 | 4.35% | −4,186−12.0% | 減碼 |
| Stanley-Laman Group, Ltd. | 30,724 | $933.7 萬 | 1.19% | +90.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 30,782 | $935.4 萬 | 0.18% | +1,176+4.0% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 30,813 | $936.4 萬 | 3.52% | −3,966−11.4% | 減碼 |
| HighPoint Advisor Group LLC | 31,052 | $943.6 萬 | 0.21% | +8,830+39.7% | 加碼 |
| Ruffer LLP | 31,175 | $948.9 萬 | 0.43% | −173,212−84.7% | 減碼 |
| Prospera Financial Services Inc | 31,275 | $950.8 萬 | 0.16% | −4,397−12.3% | 減碼 |
| Foundations Investment Advisors, LLC | 31,368 | $953.2 萬 | 0.13% | +4,148+15.2% | 加碼 |
| Donaldson Capital Management, LLC | 31,477 | $956.5 萬 | 0.30% | +2,510+8.7% | 加碼 |
| ExodusPoint Capital Management, LP | 31,497 | $957.2 萬 | 0.11% | −59,726−65.5% | 減碼 |
| OpenArc Corporate Advisory, LLC | 31,574 | $959.5 萬 | 0.16% | +31,574 | 新進 |
| Lagoda Investment Management, L.P. | 31,630 | $961.2 萬 | 5.57% | −1,625−4.9% | 減碼 |
| Little House Capital LLC | 31,695 | $963.2 萬 | 2.42% | −2,343−6.9% | 減碼 |
| LSV Asset Management | 31,700 | $963.3 萬 | 0.02% | 00.0% | 不變 |
| Paragon Advisors, LLC | 31,719 | $963.9 萬 | 2.62% | −2,329−6.8% | 減碼 |
| Capital Analysts, LLC | 31,751 | $964.8 萬 | 0.27% | +14,309+82.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 31,854 | $968.0 萬 | 0.36% | +2,738+9.4% | 加碼 |
| Colonial Trust Advisors | 32,032 | $973.4 萬 | 0.73% | +10,902+51.6% | 加碼 |
| BCJ Capital Management, LLC | 32,039 | $973.6 萬 | 0.56% | −23,797−42.6% | 減碼 |
| Banque Cantonale Vaudoise | 32,195 | $978.4 萬 | 0.35% | −1,371−4.1% | 減碼 |
| Zions Bancorporation, National Association | 32,208 | $978.8 萬 | 0.45% | −4,993−13.4% | 減碼 |
| Nia Impact Advisors, LLC | 32,220 | $979.1 萬 | 3.29% | −8,424−20.7% | 減碼 |
| CBOE Vest Financial, LLC | 32,273 | $980.7 萬 | 0.12% | +6,362+24.6% | 加碼 |
| Fiduciary Alliance LLC | 32,472 | $986.8 萬 | 0.64% | +7,641+30.8% | 加碼 |
| Octahedron Capital Management L.P. | 32,500 | $987.6 萬 | 6.72% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 32,630 | $991.6 萬 | 0.11% | +4,721+16.9% | 加碼 |
| Matthews International Capital Management LLC | 32,727 | $994.5 萬 | 3.02% | −3,408−9.4% | 減碼 |
| PCM Encore, LLC | 32,841 | $998.0 萬 | 2.12% | +32,841 | 新進 |
| Kamunting Street Capital Management, L.P. | 32,939 | $1,001 萬 | 6.83% | +32,939 | 新進 |
| Ibex Wealth Advisors | 33,130 | $1,007 萬 | 0.99% | +2,287+7.4% | 加碼 |