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
- 3,127
- 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 1,072 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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 46,065 | $1,400 萬 | 0.46% | +1,891+4.3% | 加碼 |
| HB Wealth Management, LLC | 45,963 | $1,397 萬 | 0.09% | +4,605+11.1% | 加碼 |
| Farther Finance Advisors, LLC | 45,753 | $1,390 萬 | 0.15% | +19,370+73.4% | 加碼 |
| Left Brain Wealth Management, LLC | 45,658 | $1,388 萬 | 4.80% | +847+1.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 45,591 | $1,385 萬 | 0.16% | +16,668+57.6% | 加碼 |
| One Capital Management, LLC | 45,194 | $1,373 萬 | 0.41% | −1,895−4.0% | 減碼 |
| Allen Capital Group, LLC | 45,038 | $1,369 萬 | 1.26% | +216+0.5% | 加碼 |
| Contravisory Investment Management, Inc. | 45,011 | $1,368 萬 | 2.71% | −5,938−11.7% | 減碼 |
| YHB Investment Advisors, Inc. | 44,630 | $1,356 萬 | 0.94% | +657+1.5% | 加碼 |
| Science & Technology Partners, L.P. | 44,600 | $1,355 萬 | 3.79% | −24,000−35.0% | 減碼 |
| DSM Capital Partners LLC | 44,571 | $1,354 萬 | 0.20% | −6,416−12.6% | 減碼 |
| Titan Wealth (CI) Ltd | 44,457 | $1,351 萬 | 5.19% | +44,457 | 新進 |
| FourThought Financial Partners, LLC | 44,410 | $1,350 萬 | 1.14% | −700−1.6% | 減碼 |
| GAM Holding AG | 44,295 | $1,346 萬 | 0.86% | +6,644+17.6% | 加碼 |
| LGT Fund Management Co Ltd. | 44,872 | $1,344 萬 | 1.06% | −5,253−10.5% | 減碼 |
| Hiddenite Capital Partners LP | 44,200 | $1,343 萬 | 6.93% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 44,105 | $1,340 萬 | 0.46% | +1,794+4.2% | 加碼 |
| Headland Capital, LLC | 43,959 | $1,336 萬 | 3.72% | −881−2.0% | 減碼 |
| EP Wealth Advisors, LLC | 43,930 | $1,335 萬 | 0.07% | +43,930 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 43,801 | $1,331 萬 | 8.65% | −8,726−16.6% | 減碼 |
| Equitable Trust Co | 43,734 | $1,329 萬 | 0.59% | +5,326+13.9% | 加碼 |
| Meyer Handelman Co | 43,646 | $1,326 萬 | 0.42% | +10,699+32.5% | 加碼 |
| Marathon Asset Mgmt Ltd | 43,543 | $1,326 萬 | 0.51% | −5,171−10.6% | 減碼 |
| Cresset Asset Management, LLC | 43,433 | $1,323 萬 | 0.06% | +541+1.3% | 加碼 |
| Atomi Financial Group, Inc. | 43,507 | $1,322 萬 | 0.39% | +4,500+11.5% | 加碼 |
| Employees Retirement System of Texas | 43,500 | $1,322 萬 | 0.11% | −5,300−10.9% | 減碼 |
| L1 Capital International Pty Ltd | 43,329 | $1,317 萬 | 0.68% | −226,215−83.9% | 減碼 |
| Legacy Trust | 43,307 | $1,316 萬 | 2.46% | −229−0.5% | 減碼 |
| Pinebridge Investments LLC | 43,261 | $1,315 萬 | 0.10% | +43,261 | 新進 |
| Ronald Blue Trust, Inc. | 43,168 | $1,312 萬 | 0.15% | −4,586−9.6% | 減碼 |
| Regions Financial Corp | 42,961 | $1,306 萬 | 0.08% | −285−0.7% | 減碼 |
| Henry James International Management, Inc. | 42,959 | $1,305 萬 | 4.11% | −118−0.3% | 減碼 |
| Merit Financial Group, LLC | 42,734 | $1,299 萬 | 0.10% | +2,759+6.9% | 加碼 |
| Arkadios Wealth Advisors | 42,709 | $1,298 萬 | 0.26% | +1,492+3.6% | 加碼 |
| Verdence Capital Advisors LLC | 42,502 | $1,292 萬 | 0.76% | +18,134+74.4% | 加碼 |
| Equitable Holdings, Inc. | 42,460 | $1,290 萬 | 0.09% | +13,111+44.7% | 加碼 |
| MMBG Investment Advisors Co. | 42,323 | $1,290 萬 | 1.09% | +2,018+5.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 42,368 | $1,288 萬 | 0.87% | 00.0% | 不變 |
| Mark Asset Management LP | 42,231 | $1,283 萬 | 1.44% | +42,231 | 新進 |
| Aptus Capital Advisors, LLC | 41,725 | $1,268 萬 | 0.11% | +1,152+2.8% | 加碼 |
| Marex Group plc | 41,553 | $1,263 萬 | 0.14% | −6,564−13.6% | 減碼 |
| Explore Capital Management, LLC | 41,532 | $1,262 萬 | 10.46% | −20,500−33.0% | 減碼 |
| Southeast Asset Advisors Inc. | 41,490 | $1,261 萬 | 1.20% | +10.0% | 加碼 |
| Genoa Capital Gestora de Recursos Ltda. | 41,406 | $1,258 萬 | 7.97% | +41,406 | 新進 |
| Hamilton Wealth, LLC | 41,360 | $1,257 萬 | 2.39% | −43−0.1% | 減碼 |
| TCG Advisory Services, LLC | 41,319 | $1,256 萬 | 0.34% | +1,671+4.2% | 加碼 |
| RSM US Wealth Management LLC | 41,851 | $1,254 萬 | 0.16% | −300−0.7% | 減碼 |
| Brevan Howard Capital Management LP | 40,871 | $1,249 萬 | 0.24% | +29,904+272.7% | 加碼 |
| Easterly Investment Partners LLC | 40,828 | $1,241 萬 | 0.76% | −2,421−5.6% | 減碼 |
| Americana Partners, LLC | 40,826 | $1,241 萬 | 0.34% | −1,214−2.9% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 40,746 | $1,238 萬 | 2.61% | +10,032+32.7% | 加碼 |
| Motley Fool Asset Management LLC | 40,577 | $1,233 萬 | 0.48% | −1,539−3.7% | 減碼 |
| Gold Investment Management Ltd. | 40,555 | $1,232 萬 | 3.93% | −604−1.5% | 減碼 |
| FORA Capital, LLC | 40,518 | $1,231 萬 | 1.49% | +25,959+178.3% | 加碼 |
| MidFirst Bank | 40,461 | $1,230 萬 | 0.98% | +40,461 | 新進 |
| Trust Co of Kansas | 40,294 | $1,225 萬 | 5.64% | +9,473+30.7% | 加碼 |
| Ensign Peak Advisors, Inc | 40,144 | $1,220 萬 | 0.02% | +22,926+133.2% | 加碼 |
| Kingdon Capital Management, L.L.C. | 40,000 | $1,216 萬 | 1.86% | −2,500−5.9% | 減碼 |
| KP Management LLC | 40,000 | $1,216 萬 | 3.79% | +5,000+14.3% | 加碼 |
| Tenzing Global Management, LLC | 40,000 | $1,216 萬 | 10.31% | +20,000+100.0% | 加碼 |
| Renaissance Group LLC | 39,947 | $1,214 萬 | 0.49% | −6,250−13.5% | 減碼 |
| Ballentine Partners, LLC | 39,846 | $1,211 萬 | 0.17% | +1,154+3.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 39,792 | $1,209 萬 | 0.83% | −230−0.6% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 39,577 | $1,203 萬 | 8.98% | +5,329+15.6% | 加碼 |
| Intesa Sanpaolo S.p.A. | 40,119 | $1,202 萬 | 0.77% | +40,119 | 新進 |
| Mutual of America Capital Management LLC | 39,464 | $1,199 萬 | 0.13% | +1,503+4.0% | 加碼 |
| Guardian Partners Inc. | 36,874 | $1,198 萬 | 0.96% | +2,141+6.2% | 加碼 |
| GCM Grosvenor Holdings, LLC | 39,409 | $1,198 萬 | 1.70% | −1,106−2.7% | 減碼 |
| Morningstar Investment Management LLC | 39,337 | $1,195 萬 | 0.71% | −62,972−61.6% | 減碼 |
| Moors & Cabot, Inc. | 39,328 | $1,195 萬 | 0.51% | +1,004+2.6% | 加碼 |
| Parallel Advisors, LLC | 39,001 | $1,185 萬 | 0.22% | +178+0.5% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 38,560 | $1,172 萬 | 0.93% | +277+0.7% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 39,002 | $1,168 萬 | 0.28% | −3,884−9.1% | 減碼 |
| Nutshell Asset Management Ltd | 38,379 | $1,166 萬 | 4.16% | +19,795+106.5% | 加碼 |
| Eventide Asset Management, LLC | 38,422 | $1,163 萬 | 0.18% | +22,219+137.1% | 加碼 |
| Allworth Financial LP | 38,181 | $1,160 萬 | 0.05% | +2,117+5.9% | 加碼 |
| Fortis Capital Management LLC | 38,146 | $1,159 萬 | 1.54% | +1,040+2.8% | 加碼 |
| Tower View Investment Management & Research LLC | 38,140 | $1,159 萬 | 5.73% | −4,697−11.0% | 減碼 |
| RPg Family Wealth Advisory, LLC | 38,066 | $1,159 萬 | 2.55% | +10,310+37.1% | 加碼 |
| Bradley Foster & Sargent Inc | 38,135 | $1,159 萬 | 0.17% | +1,405+3.8% | 加碼 |
| Totem Point Management, LLC | 38,096 | $1,158 萬 | 11.55% | −5,211−12.0% | 減碼 |
| SevenBridge Financial Group, LLC | 34,684 | $1,154 萬 | 1.86% | +232+0.7% | 加碼 |
| Deltec Asset Management LLC | 37,867 | $1,151 萬 | 1.91% | −1,700−4.3% | 減碼 |
| Nicholas Investment Partners, LP | 37,672 | $1,145 萬 | 0.83% | +4,758+14.5% | 加碼 |
| L & S Advisors Inc | 37,520 | $1,140 萬 | 1.05% | −2,278−5.7% | 減碼 |
| Ingalls & Snyder LLC | 37,459 | $1,138 萬 | 0.42% | −1,920−4.9% | 減碼 |
| Old National Bancorp | 37,430 | $1,137 萬 | 0.19% | −5,805−13.4% | 減碼 |
| Goldstream Capital Management Ltd | 37,223 | $1,131 萬 | 4.65% | +11,167+42.9% | 加碼 |
| Spinnaker Trust | 37,188 | $1,130 萬 | 0.60% | +1,336+3.7% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 37,077 | $1,127 萬 | 0.41% | +37,077 | 新進 |
| California First Leasing Corp | 36,550 | $1,111 萬 | 3.61% | 00.0% | 不變 |
| Castleark Management LLC | 36,290 | $1,103 萬 | 0.32% | −19,320−34.7% | 減碼 |
| Jackson Wealth Management, LLC | 36,284 | $1,103 萬 | 1.07% | +747+2.1% | 加碼 |
| Triasima Portfolio Management inc. | 36,210 | $1,100 萬 | 1.65% | +7,576+26.5% | 加碼 |
| Yousif Capital Management, LLC | 33,624 | $1,100 萬 | 0.12% | −10,210−23.3% | 減碼 |
| LRZ Capital LLC | 36,160 | $1,099 萬 | 4.96% | +36,160 | 新進 |
| Keybank National Association | 35,975 | $1,093 萬 | 0.04% | −1,695−4.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 35,887 | $1,091 萬 | 0.10% | −7,531−17.3% | 減碼 |
| Huntleigh Advisors, Inc. | 35,872 | $1,090 萬 | 1.84% | +1,739+5.1% | 加碼 |
| Cloverfields Capital Group, LP | 35,808 | $1,088 萬 | 3.37% | +2,920+8.9% | 加碼 |