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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 94,064 | $2,859 萬 | 5.71% | −324−0.3% | 減碼 |
| Walter Public Investments Inc. | 94,027 | $2,857 萬 | 5.05% | −19,211−17.0% | 減碼 |
| Ieq Capital, LLC | 93,761 | $2,849 萬 | 0.09% | +779+0.8% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $2,847 萬 | 1.37% | 00.0% | 不變 |
| Cabot Wealth Management Inc | 93,369 | $2,837 萬 | 3.14% | +2,692+3.0% | 加碼 |
| Raub Brock Capital Management LP | 93,336 | $2,836 萬 | 6.32% | −6,431−6.4% | 減碼 |
| Teacher Retirement System of Texas | 93,243 | $2,834 萬 | 0.10% | +93,243 | 新進 |
| Wahed Invest LLC | 92,923 | $2,824 萬 | 3.72% | +5,992+6.9% | 加碼 |
| Picton Mahoney Asset Management | 92,634 | $2,815 萬 | 0.31% | +11,185+13.7% | 加碼 |
| AQR Capital Management LLC | 92,439 | $2,809 萬 | 0.01% | −2,652−2.8% | 減碼 |
| Tiger Pacific Capital LP | 92,200 | $2,802 萬 | 7.50% | +60,550+191.3% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 91,821 | $2,790 萬 | 3.50% | +8,587+10.3% | 加碼 |
| Nishkama Capital, LLC | 91,740 | $2,788 萬 | 3.77% | +91,740 | 新進 |
| Farmers & Merchants Investments Inc | 91,680 | $2,786 萬 | 0.77% | +1,737+1.9% | 加碼 |
| Trust Co of Vermont | 91,638 | $2,785 萬 | 1.16% | +8,821+10.7% | 加碼 |
| CenterBook Partners LP | 91,447 | $2,779 萬 | 1.36% | −241−0.3% | 減碼 |
| Bellecapital International Ltd. | 91,102 | $2,768 萬 | 4.91% | −20,953−18.7% | 減碼 |
| Advisory Services Network, LLC | 90,835 | $2,760 萬 | 0.39% | −408−0.4% | 減碼 |
| QRG Capital Management, Inc. | 90,540 | $2,751 萬 | 0.31% | +3,964+4.6% | 加碼 |
| Tiaa Trust, National Association | 90,317 | $2,745 萬 | 0.07% | +14,072+18.5% | 加碼 |
| Integrated Quantitative Investments LLC | 90,280 | $2,744 萬 | 5.89% | +16,796+22.9% | 加碼 |
| Deeter Investments LLP | 90,000 | $2,735 萬 | 5.91% | +90,000 | 新進 |
| Barlow Wealth Partners, Inc. | 84,392 | $2,731 萬 | 2.95% | +1,048+1.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 89,826 | $2,730 萬 | 0.67% | −41,438−31.6% | 減碼 |
| NewEdge Wealth, LLC | 89,746 | $2,727 萬 | 0.31% | +5,919+7.1% | 加碼 |
| Horiko Capital Management LLC | 89,630 | $2,720 萬 | 6.00% | +18,725+26.4% | 加碼 |
| Capital Wealth Planning, LLC | 84,919 | $2,714 萬 | 0.18% | +23,220+37.6% | 加碼 |
| Vise Technologies, Inc. | 88,731 | $2,696 萬 | 0.53% | +9,941+12.6% | 加碼 |
| Monolith Management Ltd | 88,679 | $2,695 萬 | 12.85% | −6,853−7.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 88,438 | $2,688 萬 | 0.15% | +5,012+6.0% | 加碼 |
| BWCP, LP | 87,553 | $2,661 萬 | 4.41% | −8,306−8.7% | 減碼 |
| Groupama Asset Managment | 86,569 | $2,631 萬 | 0.39% | +1,252+1.5% | 加碼 |
| Everett Harris & Co | 85,873 | $2,610 萬 | 0.32% | −999−1.1% | 減碼 |
| Meridian Investment Counsel Inc. | 85,775 | $2,607 萬 | 6.28% | −6,553−7.1% | 減碼 |
| Naviter Wealth, LLC | 85,287 | $2,598 萬 | 3.39% | −13,123−13.3% | 減碼 |
| Maestria Partners LLC | 85,000 | $2,583 萬 | 7.57% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 84,558 | $2,570 萬 | 0.31% | +1,120+1.3% | 加碼 |
| Ethic Inc. | 84,526 | $2,569 萬 | 0.40% | +7,834+10.2% | 加碼 |
| Makena Capital Management LLC | 84,495 | $2,568 萬 | 3.08% | −8,454−9.1% | 減碼 |
| RDST Capital LLC | 84,040 | $2,554 萬 | 2.41% | +84,040 | 新進 |
| Soros Capital Management LLC | 83,442 | $2,536 萬 | 6.65% | −2,020−2.4% | 減碼 |
| Itau Unibanco Holding S.A. | 83,071 | $2,524 萬 | 0.62% | +41,580+100.2% | 加碼 |
| Hanson & Doremus Investment Management | 82,135 | $2,496 萬 | 3.00% | −3,956−4.6% | 減碼 |
| Salem Investment Counselors Inc | 81,844 | $2,488 萬 | 0.70% | −6,357−7.2% | 減碼 |
| Nordea Investment Management AB | 80,755 | $2,468 萬 | 0.02% | −434,303−84.3% | 減碼 |
| Adviser Investments LLC | 80,143 | $2,435 萬 | 0.27% | +21,265+36.1% | 加碼 |
| Central Securities Corp | 80,000 | $2,431 萬 | 1.95% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 79,995 | $2,431 萬 | 0.94% | −431−0.5% | 減碼 |
| Aquatic Capital Management LLC | 79,847 | $2,426 萬 | 0.69% | +5,325+7.1% | 加碼 |
| Boothbay Fund Management, LLC | 78,546 | $2,387 萬 | 0.63% | +21,332+37.3% | 加碼 |
| Davenport & Co LLC | 78,291 | $2,379 萬 | 0.13% | −1,815−2.3% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 78,086 | $2,373 萬 | 1.38% | −10,862−12.2% | 減碼 |
| CAPROCK Group, Inc. | 77,053 | $2,348 萬 | 0.50% | −397−0.5% | 減碼 |
| Roundview Capital LLC | 77,152 | $2,345 萬 | 1.44% | +1,118+1.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 77,052 | $2,342 萬 | 0.73% | −44,106−36.4% | 減碼 |
| Glenmede Trust Co NA | 76,909 | $2,337 萬 | 0.11% | +76,909 | 新進 |
| Thames Capital Management LLC | 76,789 | $2,334 萬 | 3.39% | +11,662+17.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 76,651 | $2,329 萬 | 1.26% | +7,396+10.7% | 加碼 |
| Independent Financial Group, LLC | 76,345 | $2,320 萬 | 0.52% | +12,888+20.3% | 加碼 |
| Glynn Capital Management LLC | 76,211 | $2,316 萬 | 7.96% | −10,490−12.1% | 減碼 |
| Ninety One SA (PTY) Ltd | 76,076 | $2,312 萬 | 1.00% | +4,831+6.8% | 加碼 |
| Principal Securities, Inc. | 76,039 | $2,311 萬 | 0.36% | +265+0.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 75,671 | $2,300 萬 | 0.31% | +23,917+46.2% | 加碼 |
| Grafton Street Partners Management Company, LLC | 75,106 | $2,282 萬 | 11.18% | +75,106 | 新進 |
| Global Retirement Partners, LLC | 74,855 | $2,275 萬 | 0.40% | +21,618+40.6% | 加碼 |
| Horizon Investments, LLC | 74,620 | $2,268 萬 | 0.29% | +46,631+166.6% | 加碼 |
| Cozad Asset Management Inc | 73,976 | $2,248 萬 | 1.74% | +405+0.6% | 加碼 |
| Firetrail Investments Pty Ltd | 73,536 | $2,246 萬 | 7.36% | −26,958−26.8% | 減碼 |
| SummitTX Capital, L.P. | 73,832 | $2,244 萬 | 0.68% | +28,178+61.7% | 加碼 |
| Nipun Capital, L.P. | 73,360 | $2,229 萬 | 10.17% | +64,760+753.0% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 73,263 | $2,226 萬 | 0.07% | −560−0.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 73,046 | $2,217 萬 | 0.09% | +42,879+142.1% | 加碼 |
| Old Mission Capital LLC | 72,957 | $2,217 萬 | 0.86% | +72,957 | 新進 |
| D.A. Davidson & Co. | 72,349 | $2,199 萬 | 0.13% | +4,474+6.6% | 加碼 |
| Flputnam Investment Management Co | 72,346 | $2,199 萬 | 0.32% | +1,730+2.4% | 加碼 |
| Columbus Hill Capital Management, L.P. | 71,639 | $2,177 萬 | 3.06% | −14,961−17.3% | 減碼 |
| SeaBridge Investment Advisors LLC | 71,426 | $2,171 萬 | 3.58% | −2,239−3.0% | 減碼 |
| Cumberland Partners Ltd | 71,152 | $2,162 萬 | 1.32% | +31,450+79.2% | 加碼 |
| Copeland Capital Management, LLC | 70,709 | $2,149 萬 | 0.48% | −3,076−4.2% | 減碼 |
| Ironvine Capital Partners, LLC | 70,205 | $2,133 萬 | 2.14% | −321−0.5% | 減碼 |
| Caxton Associates LLP | 70,065 | $2,129 萬 | 0.42% | +63,920+1,040.2% | 加碼 |
| Warther Private Wealth, LLC | 70,061 | $2,129 萬 | 5.09% | −9,800−12.3% | 減碼 |
| Symmetry Investments LP | 70,000 | $2,127 萬 | 3.96% | −2,100−2.9% | 減碼 |
| Lynwood Price Capital Management LP | 70,000 | $2,127 萬 | 10.35% | +11,500+19.7% | 加碼 |
| Ritholtz Wealth Management | 69,402 | $2,109 萬 | 0.38% | +1,057+1.5% | 加碼 |
| Generali Asset Management SPA SGR | 69,388 | $2,109 萬 | 0.43% | 00.0% | 不變 |
| Artemis Investment Management LLP | 68,910 | $2,094 萬 | 0.25% | +8,802+14.6% | 加碼 |
| Lyell Wealth Management, LP | 68,788 | $2,090 萬 | 1.51% | −140.0% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 68,714 | $2,088 萬 | 1.62% | +337+0.5% | 加碼 |
| SBI Securities Co., Ltd. | 68,531 | $2,083 萬 | 0.54% | +1,953+2.9% | 加碼 |
| TruWealth Advisors, LLC | 68,205 | $2,073 萬 | 1.01% | +919+1.4% | 加碼 |
| Park Avenue Securities LLC | 67,604 | $2,054 萬 | 0.17% | +2,291+3.5% | 加碼 |
| Fifth Third Bancorp | 67,433 | $2,049 萬 | 0.07% | −425−0.6% | 減碼 |
| Natixis | 67,183 | $2,042 萬 | 0.08% | −28,250−29.6% | 減碼 |
| Nicola Wealth Management Ltd. | 67,000 | $2,036 萬 | 1.85% | 00.0% | 不變 |
| University of Illinois Foundation | 66,818 | $2,035 萬 | 6.99% | +140+0.2% | 加碼 |
| MIG Capital, LLC | 66,671 | $2,026 萬 | 3.44% | −40,384−37.7% | 減碼 |
| Ravenswood Partners LP | 66,518 | $2,021 萬 | 6.74% | −3,203−4.6% | 減碼 |
| Pensionmark Financial Group, LLC | 66,510 | $2,021 萬 | 0.33% | +11,479+20.9% | 加碼 |
| Meridian Wealth Management, LLC | 65,974 | $2,005 萬 | 0.71% | +14,406+27.9% | 加碼 |