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 |
|---|---|---|---|---|---|
| Duquesne Family Office LLC大師杜肯家族辦公室 | 543,085 | $1.65 億 | 3.91% | −222,000−29.0% | 減碼 |
| La Banque Postale Asset Management SA | 541,521 | $1.65 億 | 1.91% | −16,686−3.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 536,041 | $1.62 億 | 1.41% | +30,453+6.0% | 加碼 |
| Metropolis Capital Ltd | 529,732 | $1.61 億 | 5.14% | −127,550−19.4% | 減碼 |
| Causeway Capital Management LLC | 511,720 | $1.56 億 | 2.14% | +3,969+0.8% | 加碼 |
| SRS Investment Management, LLC | 508,726 | $1.55 億 | 1.63% | −284,133−35.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 507,974 | $1.54 億 | 0.10% | +167,369+49.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 506,961 | $1.54 億 | 0.42% | +137,047+37.0% | 加碼 |
| Quadrature Capital Ltd | 494,492 | $1.50 億 | 1.53% | +494,492 | 新進 |
| Epoch Investment Partners, Inc. | 493,234 | $1.50 億 | 0.85% | −51,937−9.5% | 減碼 |
| Milford Funds Ltd | 492,795 | $1.50 億 | 2.94% | +492,795 | 新進 |
| Vident Advisory, LLC | 491,802 | $1.49 億 | 1.40% | +44,914+10.1% | 加碼 |
| Mairs & Power Inc | 486,547 | $1.48 億 | 1.42% | −8,718−1.8% | 減碼 |
| Agf Management Ltd | 483,175 | $1.47 億 | 0.64% | +16,850+3.6% | 加碼 |
| Cookson Peirce & Co Inc | 458,893 | $1.39 億 | 5.78% | −8,673−1.9% | 減碼 |
| Clark Capital Management Group, Inc. | 458,654 | $1.39 億 | 0.86% | +3,173+0.7% | 加碼 |
| MML Investors Services, LLC | 454,813 | $1.38 億 | 0.34% | +23,375+5.4% | 加碼 |
| North of South Capital LLP | 453,780 | $1.38 億 | 12.39% | −2,565−0.6% | 減碼 |
| Evelyn Partners Investment Management LLP | 450,249 | $1.37 億 | 3.78% | −44,298−9.0% | 減碼 |
| Westfield Capital Management Co LP | 446,195 | $1.36 億 | 0.56% | −21,203−4.5% | 減碼 |
| Truist Financial Corp | 435,189 | $1.32 億 | 0.18% | +4,282+1.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 432,969 | $1.31 億 | 3.63% | −76,420−15.0% | 減碼 |
| EFG International AG | 429,397 | $1.30 億 | 2.52% | +429,397 | 新進 |
| Phoenix Holdings Ltd. | 442,898 | $1.30 億 | 1.41% | +8,489+2.0% | 加碼 |
| Third Point LLC大師第三點資本 | 425,000 | $1.29 億 | 1.78% | −675,000−61.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 423,334 | $1.29 億 | 0.08% | −13,527−3.1% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,025 | $1.27 億 | 0.82% | +250.0% | 加碼 |
| Blue Whale Capital LLP | 410,748 | $1.25 億 | 6.41% | −306,952−42.8% | 減碼 |
| UBS Asset Management Americas Inc | 410,565 | $1.25 億 | 0.03% | +410,565 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 407,315 | $1.24 億 | 0.32% | +240,087+143.6% | 加碼 |
| Scotia Capital Inc. | 404,523 | $1.23 億 | 0.49% | +52,817+15.0% | 加碼 |
| Advent International Corp | 403,000 | $1.22 億 | 2.53% | −45,295−10.1% | 減碼 |
| Chicago Capital, LLC | 396,907 | $1.21 億 | 2.98% | +649+0.2% | 加碼 |
| Avala Global LP | 395,399 | $1.20 億 | 5.75% | 00.0% | 不變 |
| Analog Century Management LP | 394,038 | $1.20 億 | 5.89% | −11,330−2.8% | 減碼 |
| Soma Equity Partners LP | 386,132 | $1.17 億 | 6.85% | +38,799+11.2% | 加碼 |
| US Bancorp | 383,287 | $1.16 億 | 0.14% | +651+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 383,129 | $1.16 億 | 0.27% | +23,996+6.7% | 加碼 |
| BIT Capital GmbH | 382,751 | $1.16 億 | 5.07% | +4,572+1.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 381,561 | $1.16 億 | 0.64% | +8,207+2.2% | 加碼 |
| Johnson Investment Counsel Inc | 381,510 | $1.16 億 | 0.95% | −9,159−2.3% | 減碼 |
| Parnassus Investments | 376,999 | $1.15 億 | 0.30% | −15,106−3.9% | 減碼 |
| Banque Pictet & Cie SA | 375,758 | $1.14 億 | 1.14% | −179,186−32.3% | 減碼 |
| Alpha Cubed Investments, LLC | 372,811 | $1.13 億 | 3.88% | −19,459−5.0% | 減碼 |
| Commonwealth Equity Services, LLC | 367,362 | $1.12 億 | 0.15% | −35,748−8.9% | 減碼 |
| Varma Mutual Pension Insurance Co | 364,600 | $1.11 億 | 0.67% | 00.0% | 不變 |
| Headwater Capital Co Ltd | 364,000 | $1.11 億 | 23.00% | +52,000+16.7% | 加碼 |
| CI Private Wealth, LLC | 360,399 | $1.10 億 | 0.15% | −7,741−2.1% | 減碼 |
| LGT Capital Partners Ltd. | 359,829 | $1.09 億 | 5.42% | −30,198−7.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 357,628 | $1.09 億 | 1.26% | −20,447−5.4% | 減碼 |
| Kinetic Partners Management, LP | 350,934 | $1.07 億 | 5.17% | −11,920−3.3% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 349,858 | $1.06 億 | 1.43% | +213,766+157.1% | 加碼 |
| Advisor Group Holdings, Inc. | 342,359 | $1.04 億 | 0.15% | −61,687−15.3% | 減碼 |
| Perpetual Ltd | 342,284 | $1.04 億 | 1.50% | +107,713+45.9% | 加碼 |
| M&G Plc | 341,062 | $1.04 億 | 0.53% | +1,196+0.4% | 加碼 |
| Strategy Capital LLC | 338,443 | $1.03 億 | 7.58% | −39,262−10.4% | 減碼 |
| M&T Bank Corp | 333,892 | $1.01 億 | 0.33% | +2,572+0.8% | 加碼 |
| Boston Common Asset Management, LLC | 331,889 | $1.01 億 | 6.08% | −75,222−18.5% | 減碼 |
| Diamond Hill Capital Management Inc | 327,979 | $9,967 萬 | 0.51% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 327,780 | $9,961 萬 | 0.10% | −273,558−45.5% | 減碼 |
| Senator Investment Group LP | 324,500 | $9,861 萬 | 3.95% | +139,487+75.4% | 加碼 |
| WT Asset Management Ltd | 320,892 | $9,752 萬 | 3.87% | −129,197−28.7% | 減碼 |
| Factory Mutual Insurance Co | 317,975 | $9,663 萬 | 0.98% | +29,650+10.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 316,797 | $9,625 萬 | 0.37% | −51,769−14.0% | 減碼 |
| Walleye Capital LLC | 316,016 | $9,603 萬 | 0.55% | −125,495−28.4% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 314,940 | $9,571 萬 | 5.39% | −38,960−11.0% | 減碼 |
| Generate Investment Management Ltd | 312,229 | $9,488 萬 | 4.33% | +163,564+110.0% | 加碼 |
| HughesLittle Investment Management Ltd. | 311,670 | $9,471 萬 | 15.69% | −6,375−2.0% | 減碼 |
| Steadfast Capital Management LP | 309,917 | $9,418 萬 | 1.65% | −147,500−32.2% | 減碼 |
| Hardman Johnston Global Advisors LLC | 308,792 | $9,384 萬 | 4.47% | +3,720+1.2% | 加碼 |
| Trajan Wealth LLC | 308,505 | $9,375 萬 | 3.91% | +6,959+2.3% | 加碼 |
| Harvard Management Co Inc | 306,796 | $9,323 萬 | 4.48% | +95,006+44.9% | 加碼 |
| Toroso Investments, LLC | 303,239 | $9,215 萬 | 0.39% | +67,269+28.5% | 加碼 |
| Rhumbline Advisers | 301,915 | $9,175 萬 | 0.07% | −38,832−11.4% | 減碼 |
| LMR Partners LLP | 300,097 | $9,120 萬 | 0.88% | +77,545+34.8% | 加碼 |
| Danske Bank A/S | 298,811 | $9,081 萬 | 0.21% | −2,922−1.0% | 減碼 |
| Pictet & Cie (Europe) SA | 297,971 | $9,046 萬 | 1.81% | −153,728−34.0% | 減碼 |
| Huntington National Bank | 293,928 | $8,932 萬 | 0.54% | +45,639+18.4% | 加碼 |
| Groupe la Francaise | 289,151 | $8,782 萬 | 1.28% | −84,493−22.6% | 減碼 |
| IMC-Chicago, LLC | 288,944 | $8,781 萬 | 1.54% | +275,423+2,037.0% | 加碼 |
| Stony Point Capital LLC | 287,980 | $8,751 萬 | 6.45% | +7,234+2.6% | 加碼 |
| TOMS Capital Investment Management LP | 287,700 | $8,743 萬 | 6.09% | +97,700+51.4% | 加碼 |
| Capital International Inc | 286,812 | $8,716 萬 | 0.69% | −19,190−6.3% | 減碼 |
| Ami Asset Management Corp | 286,399 | $8,703 萬 | 4.93% | +67,955+31.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 268,191 | $8,642 萬 | 1.93% | +962+0.4% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 283,196 | $8,605 萬 | 1.82% | +275,986+3,827.8% | 加碼 |
| Abn Amro Investment Solutions | 282,431 | $8,583 萬 | 1.27% | +118,690+72.5% | 加碼 |
| Dundas Partners LLP | 282,161 | $8,575 萬 | 6.04% | −284−0.1% | 減碼 |
| Nomura Asset Management Co Ltd | 280,103 | $8,512 萬 | 0.22% | −3,274−1.2% | 減碼 |
| Mondrian Investment Partners LTD | 279,667 | $8,499 萬 | 1.40% | −3,302−1.2% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 276,862 | $8,414 萬 | 3.85% | +276,862 | 新進 |
| Guinness Asset Management LTD | 282,236 | $8,412 萬 | 1.36% | −42,489−13.1% | 減碼 |
| Exor Capital LLP | 274,878 | $8,353 萬 | 1.47% | +69,878+34.1% | 加碼 |
| National Philanthropic Trust | 273,667 | $8,316 萬 | 0.82% | −8,589−3.0% | 減碼 |
| Formuepleje A/S | 272,819 | $8,291 萬 | 4.95% | −32,045−10.5% | 減碼 |
| Suvretta Capital Management, LLC | 271,401 | $8,248 萬 | 2.06% | −5,800−2.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 270,292 | $8,214 萬 | 1.18% | −44,059−14.0% | 減碼 |
| Susquehanna International Group, LLP | 269,907 | $8,202 萬 | 0.11% | −1,129,368−80.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 269,372 | $8,186 萬 | 5.59% | −18,478−6.4% | 減碼 |
| Light Street Capital Management, LLC | 268,392 | $8,156 萬 | 12.55% | −20,703−7.2% | 減碼 |