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 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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,309,077 | $3.98 億 | 0.35% | −1,353,814−50.8% | 減碼 |
| Alphinity Investment Management Pty Ltd | 1,291,320 | $3.92 億 | 3.97% | −334,232−20.6% | 減碼 |
| Neuberger Berman Group LLC | 1,287,460 | $3.90 億 | 0.29% | +206,574+19.1% | 加碼 |
| Bahl & Gaynor Inc | 1,283,432 | $3.90 億 | 1.97% | +463,514+56.5% | 加碼 |
| Millennium Management LLC | 1,280,169 | $3.89 億 | 0.28% | +586,548+84.6% | 加碼 |
| LGT Group Foundation | 1,297,554 | $3.89 億 | 4.24% | −96,719−6.9% | 減碼 |
| Balyasny Asset Management LLC | 1,276,232 | $3.88 億 | 0.73% | −112,070−8.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,234,524 | $3.75 億 | 1.04% | +71,472+6.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,229,340 | $3.74 億 | 0.53% | −111,800−8.3% | 減碼 |
| Voyager Global Management LP | 1,225,000 | $3.72 億 | 10.89% | +50,000+4.3% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 1,224,384 | $3.72 億 | 2.13% | +964,400+370.9% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,219,227 | $3.71 億 | 5.56% | +150,550+14.1% | 加碼 |
| Thrivent Financial for Lutherans | 1,214,419 | $3.69 億 | 0.65% | +21,492+1.8% | 加碼 |
| Rafferty Asset Management, LLC | 1,212,821 | $3.69 億 | 1.27% | −96,491−7.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,207,805 | $3.68 億 | 3.16% | −8,095−0.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,206,849 | $3.67 億 | 3.18% | +8,085+0.7% | 加碼 |
| Canoe Financial LP | 1,198,170 | $3.64 億 | 4.95% | −146,003−10.9% | 減碼 |
| CIBC World Markets Inc. | 1,192,000 | $3.62 億 | 0.65% | −26,532−2.2% | 減碼 |
| Lord, Abbett & Co. LLC | 1,177,220 | $3.58 億 | 1.10% | −8,333−0.7% | 減碼 |
| Holocene Advisors, LP | 1,173,701 | $3.57 億 | 0.75% | +549,176+87.9% | 加碼 |
| Renaissance Technologies LLC | 1,167,280 | $3.55 億 | 0.55% | −175,640−13.1% | 減碼 |
| Optiver Holding B.V. | 1,164,716 | $3.54 億 | 6.40% | +846,165+265.6% | 加碼 |
| Great West Life Assurance Co | 1,153,248 | $3.51 億 | 0.61% | −218,939−16.0% | 減碼 |
| Allianz Asset Management GmbH | 1,136,358 | $3.45 億 | 0.40% | +9,011+0.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,130,000 | $3.43 億 | 5.01% | +70,000+6.6% | 加碼 |
| SurgoCap Partners LP | 1,109,583 | $3.37 億 | 9.33% | −180,987−14.0% | 減碼 |
| Man Group plc | 1,097,577 | $3.34 億 | 0.64% | −63,675−5.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,088,855 | $3.31 億 | 0.21% | +257,764+31.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,088,374 | $3.31 億 | 0.18% | +91,138+9.1% | 加碼 |
| London & Capital Asset Management Ltd | 1,061,011 | $3.22 億 | 3.35% | +913,043+617.1% | 加碼 |
| Himension Fund | 1,057,000 | $3.21 億 | 19.83% | −117,427−10.0% | 減碼 |
| Rathbone Brothers plc | 1,018,629 | $3.10 億 | 1.21% | +77,053+8.2% | 加碼 |
| Select Equity Group, L.P. | 1,013,739 | $3.08 億 | 1.43% | −1,204,426−54.3% | 減碼 |
| Credit Agricole S A | 989,994 | $3.01 億 | 0.83% | +37,306+3.9% | 加碼 |
| Axiom Investors LLC | 979,413 | $2.98 億 | 2.61% | −28,936−2.9% | 減碼 |
| Ci Investments Inc. | 979,393 | $2.98 億 | 1.30% | −7,961−0.8% | 減碼 |
| Trinity Street Asset Management LLP | 966,824 | $2.94 億 | 18.46% | −24,940−2.5% | 減碼 |
| Kempen Capital Management N.V. | 950,713 | $2.89 億 | 2.47% | −143,852−13.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 945,331 | $2.87 億 | 0.43% | +139,070+17.2% | 加碼 |
| Stifel Financial Corp | 940,096 | $2.86 億 | 0.26% | +18,354+2.0% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 930,181 | $2.83 億 | 4.07% | +96,196+11.5% | 加碼 |
| Dorsal Capital Management, LLC | 925,000 | $2.81 億 | 9.88% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 906,466 | $2.75 億 | 0.86% | −112,003−11.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 901,261 | $2.74 億 | 0.72% | +385,656+74.8% | 加碼 |
| State Street Corp | 898,780 | $2.74 億 | 0.01% | −30,422−3.3% | 減碼 |
| SG Americas Securities, LLC | 873,000 | $2.65 億 | 0.35% | +576,002+193.9% | 加碼 |
| Rockefeller Capital Management L.P. | 872,099 | $2.65 億 | 0.48% | +123,078+16.4% | 加碼 |
| Two Sigma Investments, LP | 868,449 | $2.64 億 | 0.39% | +4,022+0.5% | 加碼 |
| Noked Israel Ltd | 866,900 | $2.63 億 | 42.24% | −30,910−3.4% | 減碼 |
| Bank of Montreal | 846,190 | $2.57 億 | 0.11% | +60,656+7.7% | 加碼 |
| Manning & Napier Advisors LLC | 828,016 | $2.52 億 | 3.27% | −164,243−16.6% | 減碼 |
| Baird Financial Group, Inc. | 827,915 | $2.52 億 | 0.39% | −17,728−2.1% | 減碼 |
| XN LP | 813,866 | $2.47 億 | 6.93% | −68,889−7.8% | 減碼 |
| Loomis Sayles & Co L P | 786,747 | $2.39 億 | 0.29% | −65,011−7.6% | 減碼 |
| State of Tennessee, Treasury Department | 718,960 | $2.38 億 | 0.76% | +718,960 | 新進 |
| HighTower Advisors, LLC | 780,611 | $2.37 億 | 0.26% | +4,941+0.6% | 加碼 |
| New York State Common Retirement Fund | 777,749 | $2.36 億 | 0.32% | −666,865−46.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 763,801 | $2.32 億 | 1.16% | −107,061−12.3% | 減碼 |
| Artisan Partners Limited Partnership | 763,089 | $2.32 億 | 0.35% | −90,846−10.6% | 減碼 |
| C WorldWide Group Holding A/S | 758,261 | $2.30 億 | 4.02% | −13,509−1.8% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 757,344 | $2.30 億 | 1.08% | −339,387−30.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 754,800 | $2.29 億 | 0.84% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 748,580 | $2.27 億 | 1.51% | +6,552+0.9% | 加碼 |
| Geode Capital Management, LLC | 747,801 | $2.27 億 | 0.01% | +32,623+4.6% | 加碼 |
| Locust Wood Capital Advisers, LLC | 741,845 | $2.25 億 | 5.64% | −92,621−11.1% | 減碼 |
| Flossbach Von Storch AG | 737,228 | $2.24 億 | 0.89% | −20,742−2.7% | 減碼 |
| National Bank of Canada | 736,458 | $2.24 億 | 0.23% | −49,958−6.4% | 減碼 |
| Cetera Investment Advisers | 728,701 | $2.21 億 | 0.24% | +12,680+1.8% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 720,480 | $2.19 億 | 2.14% | −192,475−21.1% | 減碼 |
| Capital Fund Management S.A. | 706,378 | $2.15 億 | 2.03% | +548,197+346.6% | 加碼 |
| DnB Asset Management AS | 691,064 | $2.10 億 | 0.73% | −544,260−44.1% | 減碼 |
| Intermede Investment Partners Ltd | 670,538 | $2.04 億 | 8.37% | −27,099−3.9% | 減碼 |
| Aviva PLC | 668,807 | $2.03 億 | 0.34% | −42,770−6.0% | 減碼 |
| ARGA Investment Management, LP | 668,021 | $2.03 億 | 5.54% | −310.0% | 減碼 |
| Prime Capital Management Co Ltd | 663,808 | $2.02 億 | 23.96% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $2.02 億 | 0.38% | 00.0% | 不變 |
| Montrusco Bolton Investments Inc. | 698,967 | $2.00 億 | 2.50% | −9,264−1.3% | 減碼 |
| Alyeska Investment Group, L.P. | 659,462 | $2.00 億 | 0.57% | +659,462 | 新進 |
| Fort Washington Investment Advisors Inc | 653,703 | $1.99 億 | 1.06% | +1,656+0.3% | 加碼 |
| Marsico Capital Management LLC | 648,181 | $1.97 億 | 5.48% | −115,203−15.1% | 減碼 |
| Thornburg Investment Management Inc | 644,259 | $1.96 億 | 2.47% | −20,317−3.1% | 減碼 |
| First Trust Advisors LP | 635,393 | $1.93 億 | 0.14% | −189,542−23.0% | 減碼 |
| Bamco Inc | 634,652 | $1.93 億 | 0.52% | +28,740+4.7% | 加碼 |
| Federated Hermes, Inc. | 627,527 | $1.91 億 | 0.32% | +8,910+1.4% | 加碼 |
| Handelsbanken Fonder AB | 615,400 | $1.87 億 | 0.57% | −25,000−3.9% | 減碼 |
| Nomura Holdings Inc | 615,151 | $1.87 億 | 0.53% | −1,367,633−69.0% | 減碼 |
| TD Asset Management Inc | 608,198 | $1.85 億 | 0.15% | −82,809−12.0% | 減碼 |
| Creative Planning | 605,653 | $1.84 億 | 0.13% | +38,726+6.8% | 加碼 |
| Whale Rock Capital Management LLC | 592,941 | $1.80 億 | 2.30% | −133,862−18.4% | 減碼 |
| Carrhae Capital LLP | 588,459 | $1.79 億 | 11.92% | +392,127+199.7% | 加碼 |
| AustralianSuper Pty Ltd | 586,468 | $1.78 億 | 0.83% | −46,297−7.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 584,987 | $1.78 億 | 0.30% | +20,094+3.6% | 加碼 |
| Samlyn Capital, LLC | 582,423 | $1.77 億 | 2.82% | +582,423 | 新進 |
| Kames Capital plc | 576,072 | $1.75 億 | 2.08% | −17,859−3.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 610,826 | $1.73 億 | 2.87% | +21,997+3.7% | 加碼 |
| Quilter Plc | 566,259 | $1.72 億 | 2.89% | −36,763−6.1% | 減碼 |
| Summitry LLC | 565,581 | $1.72 億 | 7.16% | −22,770−3.9% | 減碼 |
| Mariner, LLC | 562,632 | $1.71 億 | 0.20% | +17,554+3.2% | 加碼 |
| Assetmark, Inc | 552,765 | $1.68 億 | 0.34% | +39,993+7.8% | 加碼 |
| Cerity Partners LLC | 552,566 | $1.68 億 | 0.24% | −7,511−1.3% | 減碼 |