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 |
|---|---|---|---|---|---|
| GuoLine Advisory Pte Ltd | 150,700 | $4,580 萬 | 4.21% | 00.0% | 不變 |
| Provident Investment Management, Inc. | 149,416 | $4,541 萬 | 4.13% | +26,829+21.9% | 加碼 |
| State of Michigan Retirement System | 148,200 | $4,504 萬 | 0.22% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 187,363 | $4,492 萬 | 1.69% | +6,743+3.7% | 加碼 |
| Laird Norton Trust Company, LLC | 145,945 | $4,447 萬 | 0.92% | +145,945 | 新進 |
| Benchstone Capital Management LP | 146,244 | $4,444 萬 | 5.01% | +48,663+49.9% | 加碼 |
| Albar Capital Partners LLP | 145,918 | $4,434 萬 | 10.48% | −28,895−16.5% | 減碼 |
| Asset Management One Co.,Ltd. | 147,314 | $4,433 萬 | 0.12% | −14,780−9.1% | 減碼 |
| Standard Life Aberdeen plc | 145,834 | $4,432 萬 | 0.07% | −24,360−14.3% | 減碼 |
| Grimes & Company, Inc. | 144,428 | $4,389 萬 | 1.05% | −16,869−10.5% | 減碼 |
| Schwartz Investment Counsel Inc | 144,350 | $4,387 萬 | 1.53% | 00.0% | 不變 |
| Verition Fund Management LLC | 143,925 | $4,374 萬 | 0.24% | +84,825+143.5% | 加碼 |
| TCW Group Inc | 143,735 | $4,368 萬 | 0.31% | −6,231−4.2% | 減碼 |
| Snowden Capital Advisors LLC | 141,785 | $4,320 萬 | 1.12% | −860−0.6% | 減碼 |
| Maplelane Capital, LLC | 142,000 | $4,315 萬 | 2.45% | +142,000 | 新進 |
| CCLA Investment Management Ltd | 141,341 | $4,294 萬 | 0.69% | −1,089−0.8% | 減碼 |
| Atria Investments LLC | 139,312 | $4,234 萬 | 0.48% | +1,160+0.8% | 加碼 |
| Choate Investment Advisors | 138,761 | $4,217 萬 | 0.83% | +14,886+12.0% | 加碼 |
| Mar Vista Investment Partners LLC | 138,116 | $4,197 萬 | 3.85% | +138,116 | 新進 |
| Milestones Administradora de Recursos Ltda. | 138,036 | $4,195 萬 | 13.85% | 00.0% | 不變 |
| ABN AMRO Bank N.V. | 138,158 | $4,185 萬 | 0.39% | −8,211−5.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 137,028 | $4,164 萬 | 0.51% | +6,227+4.8% | 加碼 |
| Davy Global Fund Management Ltd | 136,872 | $4,159 萬 | 2.87% | −28,811−17.4% | 減碼 |
| Twin Peaks Capital Ltd | 135,770 | $4,126 萬 | 52.31% | +135,770 | 新進 |
| Cardinal Capital Management, Inc. | 98,806 | $4,119 萬 | 0.92% | +28,454+40.4% | 加碼 |
| Brinker Capital Investments, LLC | 135,485 | $4,117 萬 | 0.30% | −2,014−1.5% | 減碼 |
| Baskin Financial Services Inc. | 134,963 | $4,101 萬 | 3.09% | −375−0.3% | 減碼 |
| Sustainable Growth Advisers, LP | 133,526 | $4,058 萬 | 0.28% | −148,028−52.6% | 減碼 |
| Ramirez Asset Management, Inc. | 133,107 | $4,045 萬 | 5.34% | −2,465−1.8% | 減碼 |
| Y.D. More Investments Ltd | 132,513 | $4,035 萬 | 1.93% | −1,304−1.0% | 減碼 |
| Mackenzie Financial Corp | 133,181 | $3,982 萬 | 0.05% | −23,774−15.1% | 減碼 |
| Jordan Park Group LLC | 129,956 | $3,949 萬 | 2.29% | −250,139−65.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 129,780 | $3,944 萬 | 0.30% | 00.0% | 不變 |
| Penserra Capital Management LLC | 128,780 | $3,913 萬 | 0.46% | −2,471−1.9% | 減碼 |
| Jump Financial, LLC | 128,596 | $3,908 萬 | 0.49% | +40,106+45.3% | 加碼 |
| Kemnay Advisory Services Inc. | 127,911 | $3,887 萬 | 5.86% | −21,781−14.6% | 減碼 |
| Bailard, Inc. | 127,890 | $3,886 萬 | 0.86% | −12,239−8.7% | 減碼 |
| Cat Rock Capital Management LP | 127,276 | $3,868 萬 | 5.55% | −37,400−22.7% | 減碼 |
| John G Ullman & Associates Inc | 127,067 | $3,861 萬 | 5.15% | −8,268−6.1% | 減碼 |
| Defiance ETFs, LLC | 128,780 | $3,858 萬 | 1.26% | +128,780 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 126,095 | $3,830 萬 | 0.20% | +25,234+25.0% | 加碼 |
| Diversify Advisory Services, LLC | 111,445 | $3,816 萬 | 1.21% | −7,638−6.4% | 減碼 |
| Earnest Partners LLC | 124,934 | $3,797 萬 | 0.16% | −133,592−51.7% | 減碼 |
| Oppenheimer & Co Inc | 124,559 | $3,785 萬 | 0.54% | −654−0.5% | 減碼 |
| Marcho Partners LLP | 123,464 | $3,752 萬 | 22.78% | −67,074−35.2% | 減碼 |
| Tran Capital Management, L.P. | 123,387 | $3,750 萬 | 4.49% | −310−0.3% | 減碼 |
| Greenleaf Trust | 123,271 | $3,746 萬 | 0.34% | −1,098−0.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 122,223 | $3,714 萬 | 0.18% | −12,407−9.2% | 減碼 |
| Blair William & Co | 121,329 | $3,687 萬 | 0.10% | +25,281+26.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 121,075 | $3,679 萬 | 0.52% | +8,354+7.4% | 加碼 |
| Aureus Asset Management, LLC | 120,546 | $3,663 萬 | 2.33% | +2,344+2.0% | 加碼 |
| Daiwa Securities Group Inc. | 120,304 | $3,656 萬 | 0.12% | +22,893+23.5% | 加碼 |
| Jupiter Asset Management Ltd | 119,722 | $3,638 萬 | 0.29% | −21,024−14.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 119,140 | $3,621 萬 | 2.06% | +31,939+36.6% | 加碼 |
| Promethos Capital, LLC | 118,795 | $3,610 萬 | 9.84% | −27,773−18.9% | 減碼 |
| Governors Lane LP | 118,793 | $3,610 萬 | 3.33% | +13,366+12.7% | 加碼 |
| First Long Island Investors, LLC | 118,083 | $3,588 萬 | 2.63% | +227+0.2% | 加碼 |
| Noesis Capital Mangement Corp | 117,793 | $3,580 萬 | 5.19% | −696−0.6% | 減碼 |
| JustInvest LLC | 117,765 | $3,579 萬 | 0.35% | +15,889+15.6% | 加碼 |
| Melqart Asset Management (UK) Ltd | 116,673 | $3,546 萬 | 3.55% | +40,548+53.3% | 加碼 |
| Calamos Advisors LLC | 115,404 | $3,507 萬 | 0.14% | −909−0.8% | 減碼 |
| Callan Family Office, LLC | 113,751 | $3,457 萬 | 0.74% | +44,845+65.1% | 加碼 |
| Kornitzer Capital Management Inc | 113,389 | $3,446 萬 | 0.72% | +2,375+2.1% | 加碼 |
| United Capital Financial Advisers, LLC | 113,377 | $3,445 萬 | 0.21% | +2,550+2.3% | 加碼 |
| Junto Capital Management LP | 112,969 | $3,433 萬 | 0.77% | −53,611−32.2% | 減碼 |
| Private Advisor Group, LLC | 112,779 | $3,427 萬 | 0.16% | +6,014+5.6% | 加碼 |
| TD Waterhouse Canada Inc. | 111,839 | $3,398 萬 | 0.21% | +2,917+2.7% | 加碼 |
| Banco BTG Pactual S.A. | 110,096 | $3,346 萬 | 5.93% | +46,564+73.3% | 加碼 |
| 7G Capital Management, LLC | 110,000 | $3,343 萬 | 20.79% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 109,821 | $3,337 萬 | 0.57% | +65,712+149.0% | 加碼 |
| Vanguard Group Inc | 109,489 | $3,327 萬 | 0.00% | −8,979−7.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 109,104 | $3,314 萬 | 0.75% | −1,616−1.5% | 減碼 |
| Polar Asset Management Partners Inc. | 108,416 | $3,295 萬 | 0.65% | +7,896+7.9% | 加碼 |
| Dodge & Cox | 107,800 | $3,276 萬 | 0.02% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 107,631 | $3,271 萬 | 3.31% | +33,531+45.3% | 加碼 |
| Advisory Research Inc | 106,654 | $3,241 萬 | 4.07% | +1,684+1.6% | 加碼 |
| CapWealth Advisors, LLC | 105,639 | $3,210 萬 | 2.20% | −3,087−2.8% | 減碼 |
| Quadrant Capital Group LLC | 105,252 | $3,199 萬 | 0.97% | +7,468+7.6% | 加碼 |
| CTC LLC | 104,680 | $3,181 萬 | 2.92% | +16,961+19.3% | 加碼 |
| Leonteq Securities AG | 104,174 | $3,166 萬 | 1.69% | +15,693+17.7% | 加碼 |
| Polymer Capital Management (HK) LTD | 103,140 | $3,134 萬 | 4.88% | +68,508+197.8% | 加碼 |
| Parkwood LLC | 102,605 | $3,118 萬 | 2.65% | +47,496+86.2% | 加碼 |
| Berkshire Capital Holdings Inc | 102,100 | $3,103 萬 | 10.28% | +43,480+74.2% | 加碼 |
| 71 West Capital Partners | 101,657 | $3,089 萬 | 1.42% | +101,657 | 新進 |
| Janney Capital Management LLC | 101,011 | $3,070 萬 | 1.93% | −19,452−16.1% | 減碼 |
| Modern Wealth Management, LLC | 100,789 | $3,063 萬 | 0.56% | −29,038−22.4% | 減碼 |
| CIBC Asset Management Inc | 100,819 | $3,057 萬 | 0.07% | −12,254−10.8% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 100,444 | $3,052 萬 | 1.21% | −151,307−60.1% | 減碼 |
| Sava Infond d.o.o. | 100,155 | $3,044 萬 | 4.11% | −330−0.3% | 減碼 |
| Telemark Asset Management, LLC | 100,000 | $3,039 萬 | 3.04% | −20,000−16.7% | 減碼 |
| Naples Global Advisors, LLC | 99,420 | $3,029 萬 | 2.26% | −1,948−1.9% | 減碼 |
| Westwood Holdings Group Inc. | 99,335 | $3,019 萬 | 0.25% | −14,540−12.8% | 減碼 |
| Matthew 25 Management Corp | 99,000 | $3,009 萬 | 9.20% | +30,500+44.5% | 加碼 |
| Princeton Global Asset Management LLC | 96,765 | $2,941 萬 | 4.76% | −2,784−2.8% | 減碼 |
| JB Capital LLC | 96,077 | $2,920 萬 | 1.19% | −2,310−2.3% | 減碼 |
| Impax Asset Management Group plc | 95,768 | $2,910 萬 | 0.18% | +32,354+51.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 95,208 | $2,893 萬 | 1.71% | +2,201+2.4% | 加碼 |
| Two Creeks Capital Management, LP | 95,110 | $2,890 萬 | 2.37% | +95,110 | 新進 |
| Untitled Investments LP | 94,881 | $2,883 萬 | 8.66% | −10,840−10.3% | 減碼 |
| Manchester Global Management (UK) Ltd | 94,275 | $2,865 萬 | 3.86% | −41,538−30.6% | 減碼 |