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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 268,160 | $8,149 萬 | 0.90% | +59,475+28.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 266,382 | $8,095 萬 | 0.21% | +11,260+4.4% | 加碼 |
| McDaniel Terry & Co | 264,711 | $8,044 萬 | 7.00% | −21,430−7.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 236,527 | $7,884 萬 | 0.11% | +11,538+5.1% | 加碼 |
| Ninety One North America, Inc. | 257,068 | $7,812 萬 | 3.17% | −48,872−16.0% | 減碼 |
| Modera Wealth Management, LLC | 256,958 | $7,809 萬 | 0.90% | −7,295−2.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 256,576 | $7,797 萬 | 3.56% | −11,435−4.3% | 減碼 |
| Sapient Capital LLC | 259,091 | $7,781 萬 | 1.09% | +108,394+71.9% | 加碼 |
| Banque Transatlantique SA | 253,294 | $7,749 萬 | 1.88% | +188,932+293.5% | 加碼 |
| GWM Advisors LLC | 251,993 | $7,658 萬 | 0.28% | +75,989+43.2% | 加碼 |
| Meridiem Capital Partners LP | 250,152 | $7,602 萬 | 4.77% | +56,697+29.3% | 加碼 |
| MAI Capital Management | 249,858 | $7,593 萬 | 0.44% | −13,459−5.1% | 減碼 |
| BLI - Banque de Luxembourg Investments | 251,800 | $7,549 萬 | 2.21% | +5,400+2.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 247,454 | $7,520 萬 | 1.20% | −11,671−4.5% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 242,836 | $7,380 萬 | 4.18% | −2,432−1.0% | 減碼 |
| Lido Advisors, LLC | 260,537 | $7,363 萬 | 0.29% | +3,070+1.2% | 加碼 |
| Oribel Capital Management, LP | 241,700 | $7,345 萬 | 7.16% | +234,300+3,166.2% | 加碼 |
| Cornerstone Investment Partners, LLC | 240,535 | $7,310 萬 | 2.83% | +240,535 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $7,293 萬 | 5.88% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 239,148 | $7,267 萬 | 0.17% | −74,011−23.6% | 減碼 |
| Triodos Investment Management BV | 241,453 | $7,233 萬 | 5.23% | −10,400−4.1% | 減碼 |
| Jones Financial Companies LLLP | 237,910 | $7,230 萬 | 0.04% | +38,128+19.1% | 加碼 |
| Cullen Capital Management LLC | 237,805 | $7,227 萬 | 0.79% | −13,269−5.3% | 減碼 |
| Tredje AP-fonden | 237,173 | $7,207 萬 | 0.54% | −142,825−37.6% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 236,840 | $7,197 萬 | 1.42% | +236,840 | 新進 |
| Thomasville National Bank | 236,626 | $7,191 萬 | 4.46% | −23,588−9.1% | 減碼 |
| HGK Asset Management Inc | 235,503 | $7,157 萬 | 10.60% | −1,800−0.8% | 減碼 |
| Sculptor Capital LP | 233,000 | $7,081 萬 | 0.85% | +68,500+41.6% | 加碼 |
| Crow's Nest Holdings LP | 230,500 | $7,005 萬 | 15.95% | −4,150−1.8% | 減碼 |
| iA Global Asset Management Inc. | 227,501 | $6,914 萬 | 0.88% | +41,850+22.5% | 加碼 |
| Insight Holdings Group, LLC | 225,225 | $6,844 萬 | 5.12% | +12,195+5.7% | 加碼 |
| Quantinno Capital Management LP | 225,222 | $6,844 萬 | 0.14% | +50,315+28.8% | 加碼 |
| Ovata Capital Management Ltd | 218,258 | $6,727 萬 | 8.20% | 00.0% | 不變 |
| Main Street Research LLC | 218,147 | $6,647 萬 | 3.80% | −2,724−1.2% | 減碼 |
| Jefferies Financial Group Inc. | 218,656 | $6,645 萬 | 0.54% | −2,314−1.0% | 減碼 |
| Davidson Investment Advisors | 216,638 | $6,583 萬 | 2.74% | −456−0.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 216,295 | $6,573 萬 | 0.33% | −129,996−37.5% | 減碼 |
| Advisors Capital Management, LLC | 214,895 | $6,530 萬 | 0.77% | −18,351−7.9% | 減碼 |
| Eurizon Capital SGR S.p.A. | 215,838 | $6,528 萬 | 0.20% | +215,838 | 新進 |
| Hudson Bay Capital Management LP | 213,473 | $6,487 萬 | 0.37% | −507,458−70.4% | 減碼 |
| KBC Group NV | 212,124 | $6,446 萬 | 0.15% | −17,775−7.7% | 減碼 |
| Kestra Advisory Services, LLC | 209,278 | $6,360 萬 | 0.26% | +51,720+32.8% | 加碼 |
| Fulton Breakefield Broenniman LLC | 208,871 | $6,347 萬 | 4.01% | −4,232−2.0% | 減碼 |
| Bornite Capital Management LP | 206,600 | $6,278 萬 | 6.13% | +106,600+106.6% | 加碼 |
| Sanctuary Advisors, LLC | 205,509 | $6,245 萬 | 0.34% | +22,021+12.0% | 加碼 |
| BNP Paribas | 205,319 | $6,239 萬 | 1.79% | +22,469+12.3% | 加碼 |
| Todd Asset Management LLC | 204,789 | $6,224 萬 | 1.21% | −2,664−1.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 203,144 | $6,173 萬 | 0.13% | +153,661+310.5% | 加碼 |
| Trybe Capital Management LP | 202,276 | $6,147 萬 | 11.05% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 200,900 | $6,105 萬 | 2.04% | +23,000+12.9% | 加碼 |
| Coalescence Partners Investment Management, LP | 200,884 | $6,105 萬 | 14.38% | 00.0% | 不變 |
| Polen Capital Management LLC | 200,593 | $6,096 萬 | 0.26% | +23,534+13.3% | 加碼 |
| Capstone Investment Advisors, LLC | 199,664 | $6,068 萬 | 0.49% | +185,230+1,283.3% | 加碼 |
| Contrarius Group Holdings Ltd | 197,928 | $6,015 萬 | 2.92% | −127,461−39.2% | 減碼 |
| Kadensa Capital Ltd | 197,568 | $6,004 萬 | 6.23% | +28,215+16.7% | 加碼 |
| Captrust Financial Advisors | 192,502 | $5,850 萬 | 0.11% | +5,614+3.0% | 加碼 |
| Generation Investment Management LLP | 192,192 | $5,841 萬 | 0.41% | −50,778−20.9% | 減碼 |
| Pathstone Holdings, LLC | 190,864 | $5,804 萬 | 0.22% | +17,264+9.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 190,920 | $5,802 萬 | 4.12% | −1,550−0.8% | 減碼 |
| Joho Capital LLC | 190,100 | $5,777 萬 | 12.33% | −59,000−23.7% | 減碼 |
| Colony Group, LLC | 190,504 | $5,772 萬 | 0.07% | +83,009+77.2% | 加碼 |
| Qube Research & Technologies Ltd | 187,415 | $5,695 萬 | 0.08% | +18,414+10.9% | 加碼 |
| Mawer Investment Management Ltd. | 186,670 | $5,673 萬 | 0.32% | −27,725−12.9% | 減碼 |
| Exchange Traded Concepts, LLC | 186,382 | $5,664 萬 | 0.47% | +70,450+60.8% | 加碼 |
| Wedgewood Partners Inc | 184,661 | $5,612 萬 | 10.48% | −4,621−2.4% | 減碼 |
| Varenne Capital Partners | 182,745 | $5,556 萬 | 11.56% | +182,745 | 新進 |
| Pictet North America Advisors SA | 182,058 | $5,533 萬 | 5.25% | +2,311+1.3% | 加碼 |
| Brandes Investment Partners, LP | 181,617 | $5,520 萬 | 0.42% | −3,811−2.1% | 減碼 |
| Fernbridge Capital Management LP | 180,401 | $5,482 萬 | 2.69% | +38,141+26.8% | 加碼 |
| AIA Group Ltd | 179,769 | $5,463 萬 | 0.82% | +170,247+1,787.9% | 加碼 |
| Clear Street Markets LLC | 176,900 | $5,376 萬 | 9.60% | +155,500+726.6% | 加碼 |
| Tudor Investment Corp Et Al | 176,557 | $5,365 萬 | 0.29% | −60,148−25.4% | 減碼 |
| Summit Partners Public Asset Management, LLC | 176,500 | $5,364 萬 | 1.51% | −128,725−42.2% | 減碼 |
| Infinitum Asset Management, LLC | 175,000 | $5,318 萬 | 7.87% | 00.0% | 不變 |
| Newbrook Capital Advisors LP | 170,943 | $5,195 萬 | 6.51% | −69,395−28.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 170,862 | $5,192 萬 | 0.36% | −8,567−4.8% | 減碼 |
| Moore Capital Management, LP | 170,421 | $5,179 萬 | 1.06% | +57,126+50.4% | 加碼 |
| Erste Asset Management GmbH | 171,465 | $5,177 萬 | 0.43% | −1,953−1.1% | 減碼 |
| Blue Grotto Capital, LLC | 169,896 | $5,163 萬 | 5.31% | +28,794+20.4% | 加碼 |
| ICONIQ Capital, LLC | 167,925 | $5,103 萬 | 0.77% | −112,387−40.1% | 減碼 |
| Trillium Asset Management, LLC | 165,985 | $5,098 萬 | 1.56% | −28,732−14.8% | 減碼 |
| Raiffeisen Bank International AG | 170,071 | $5,095 萬 | 0.66% | +4,315+2.6% | 加碼 |
| Titan Investment Solutions Ltd | 166,825 | $5,070 萬 | 6.10% | +166,825 | 新進 |
| Warren Averett Asset Management, LLC | 166,287 | $5,053 萬 | 0.41% | −10,055−5.7% | 減碼 |
| Deprince Race & Zollo Inc | 164,931 | $5,012 萬 | 0.96% | −2,935−1.7% | 減碼 |
| Mercer Global Advisors Inc | 184,822 | $4,994 萬 | 0.08% | +25,038+15.7% | 加碼 |
| Dock Street Asset Management Inc | 163,198 | $4,959 萬 | 4.54% | +49,698+43.8% | 加碼 |
| Liontrust Investment Partners LLP | 162,064 | $4,925 萬 | 0.73% | −27,827−14.7% | 減碼 |
| New Age Alpha Advisors, LLC | 161,200 | $4,899 萬 | 2.12% | −35,000−17.8% | 減碼 |
| Sirios Capital Management L P | 160,075 | $4,865 萬 | 6.06% | −101,763−38.9% | 減碼 |
| Night Owl Capital Management, LLC | 159,593 | $4,850 萬 | 5.32% | +2,282+1.5% | 加碼 |
| Storebrand Asset Management AS | 157,702 | $4,792 萬 | 0.13% | +540.0% | 加碼 |
| Moran Wealth Management, LLC | 156,484 | $4,755 萬 | 1.46% | −18,684−10.7% | 減碼 |
| Ardmore Road Asset Management LP | 156,335 | $4,751 萬 | 3.60% | −43,665−21.8% | 減碼 |
| Capital International Sarl | 156,291 | $4,750 萬 | 0.76% | +2,056+1.3% | 加碼 |
| Wedbush Fund Advisers, LLC | 155,349 | $4,721 萬 | 4.88% | +155,349 | 新進 |
| J. L. Bainbridge & Co., Inc. | 155,295 | $4,719 萬 | 3.86% | −2,468−1.6% | 減碼 |
| Academy Capital Management Inc | 154,344 | $4,690 萬 | 6.23% | −926−0.6% | 減碼 |
| Nwi Management LP | 153,000 | $4,650 萬 | 2.84% | +153,000 | 新進 |
| Norris Perne & French LLP | 150,953 | $4,587 萬 | 3.03% | −1,645−1.1% | 減碼 |