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
2026 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2026/3/31 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
- 3,286
- 較 2025 年第 4 季 +200 家
- 持有股數
- 7.71 億
- 較 2025 年第 4 季 −1,703 萬 (−2.2%)
- 總市值
- $2,593 億
- 較 2025 年第 4 季 +$202.6 億 (+8.5%)
- 新進機構
- 325
- 另有 1,338 家加碼
- 清倉機構
- 125
- 另有 1,250 家減碼
另有 42 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 60,393,190 | $204.1 億 | 1.08% | −738,638−1.2% | 減碼 |
| Capital World Investors | 32,886,937 | $111.1 億 | 1.52% | +5,482,648+20.0% | 加碼 |
| Sanders Capital, LLC | 28,060,092 | $94.8 億 | 11.30% | −3,898,268−12.2% | 減碼 |
| JPMorgan Chase & Co | 23,984,642 | $75.9 億 | 0.52% | −1,197,898−4.8% | 減碼 |
| Van Eck Associates Corp | 19,262,004 | $65.1 億 | 4.89% | +1,797,042+10.3% | 加碼 |
| Fisher Asset Management, LLC | 18,617,691 | $62.9 億 | 2.13% | +470,791+2.6% | 加碼 |
| BlackRock, Inc. | 18,224,186 | $61.6 億 | 0.11% | +1,742,308+10.6% | 加碼 |
| Morgan Stanley | 14,767,680 | $49.9 億 | 0.30% | +1,254,309+9.3% | 加碼 |
| Bank of America Corp | 14,107,771 | $47.7 億 | 0.35% | −1,795,048−11.3% | 減碼 |
| Jennison Associates LLC | 12,021,825 | $40.6 億 | 2.79% | −1,372,474−10.2% | 減碼 |
| Capital International Investors | 11,306,653 | $37.9 億 | 0.89% | −14,352,008−55.9% | 減碼 |
| UBS Group AG | 11,007,197 | $37.2 億 | 0.66% | +3,719,110+51.0% | 加碼 |
| Massachusetts Financial Services Co | 9,677,855 | $34.0 億 | 1.15% | −469,383−4.6% | 減碼 |
| Capital Research Global Investors | 9,989,672 | $33.7 億 | 0.52% | +6,774,319+210.7% | 加碼 |
| Goldman Sachs Group Inc | 9,401,594 | $31.8 億 | 0.42% | +929,321+11.0% | 加碼 |
| Coatue Management LLC大師Coatue | 9,283,547 | $31.4 億 | 10.80% | +654,023+7.6% | 加碼 |
| Bank of New York Mellon Corp | 9,196,454 | $31.1 億 | 0.57% | −2,394,921−20.7% | 減碼 |
| WCM Investment Management, LLC | 9,327,592 | $29.5 億 | 6.74% | −491,604−5.0% | 減碼 |
| Price T Rowe Associates Inc | 8,160,104 | $27.6 億 | 0.32% | −730,051−8.2% | 減碼 |
| Janus Henderson Group PLC | 7,917,824 | $26.5 億 | 1.27% | −374,060−4.5% | 減碼 |
| Alliancebernstein L.P. | 8,482,882 | $25.8 億 | 0.83% | −1,732,660−17.0% | 減碼 |
| Wellington Management Group LLP | 7,597,163 | $25.7 億 | 0.48% | +2,163,794+39.8% | 加碼 |
| Franklin Resources Inc | 7,327,193 | $24.8 億 | 0.61% | −186,260−2.5% | 減碼 |
| Northern Trust Corp | 6,509,047 | $22.0 億 | 0.29% | −111,108−1.7% | 減碼 |
| American Century Companies Inc | 6,348,986 | $21.5 億 | 1.10% | −386,225−5.7% | 減碼 |
| Royal Bank of Canada | 6,293,285 | $21.3 億 | 0.40% | −230,509−3.5% | 減碼 |
| Brown Advisory Inc | 6,140,795 | $20.8 億 | 3.41% | −328,484−5.1% | 減碼 |
| Schroder Investment Management Group | 5,964,169 | $20.2 億 | 1.65% | −1,287,341−17.8% | 減碼 |
| Sands Capital Management, LLC | 5,862,685 | $19.8 億 | 7.77% | −963,490−14.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 5,565,074 | $18.8 億 | 8.23% | +1,839,600+49.4% | 加碼 |
| William Blair Investment Management, LLC | 5,518,260 | $18.7 億 | 6.16% | −467,070−7.8% | 減碼 |
| Alkeon Capital Management LLC | 5,421,668 | $18.3 億 | 8.30% | −17,000−0.3% | 減碼 |
| StonePine Asset Management Inc. | 5,288,479 | $17.9 億 | 12.56% | −958,066−15.3% | 減碼 |
| Fiera Capital Corp | 5,210,034 | $17.6 億 | 6.02% | −813,364−13.5% | 減碼 |
| Eagle Capital Management LLC | 4,878,275 | $16.5 億 | 5.53% | −82,031−1.7% | 減碼 |
| Clearbridge Investments, LLC | 4,746,961 | $16.0 億 | 1.40% | +332,489+7.5% | 加碼 |
| Wells Fargo & Company | 4,648,958 | $15.7 億 | 0.31% | +381,736+8.9% | 加碼 |
| Ameriprise Financial Inc | 4,564,341 | $15.4 億 | 0.36% | +280,238+6.5% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 4,465,127 | $15.1 億 | 4.22% | −449,769−9.2% | 減碼 |
| UBS Asset Management Americas Inc | 4,100,390 | $13.9 億 | 0.29% | +3,689,825+898.7% | 加碼 |
| HSBC Holdings PLC | 4,078,075 | $13.8 億 | 0.82% | +2,271,318+125.7% | 加碼 |
| Citadel Advisors LLC | 4,035,762 | $13.6 億 | 0.97% | +1,043,137+34.9% | 加碼 |
| Invesco Ltd. | 3,986,815 | $13.5 億 | 0.13% | +264,992+7.1% | 加碼 |
| First Eagle Investment Management, LLC | 3,902,137 | $13.2 億 | 2.24% | −2,036,189−34.3% | 減碼 |
| Susquehanna International Group, LLP | 3,890,060 | $13.1 億 | 1.70% | +3,620,153+1,341.3% | 加碼 |
| Envestnet Asset Management Inc | 3,819,048 | $12.9 億 | 0.35% | +280,503+7.9% | 加碼 |
| Barclays PLC | 3,794,287 | $12.8 億 | 0.46% | +670,531+21.5% | 加碼 |
| Russell Investments Group, Ltd. | 3,776,008 | $12.7 億 | 1.37% | −394,743−9.5% | 減碼 |
| Harding Loevner LP | 3,501,069 | $11.8 億 | 12.18% | −835,730−19.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,112,246 | $10.5 億 | 0.22% | −493,105−13.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,058,798 | $10.3 億 | 0.81% | +107,378+3.6% | 加碼 |
| Lazard Asset Management LLC | 2,949,128 | $9.97 億 | 1.64% | −300,751−9.3% | 減碼 |
| Citigroup Inc | 2,796,496 | $9.45 億 | 0.60% | +600,667+27.4% | 加碼 |
| Voya Investment Management LLC | 2,726,745 | $9.21 億 | 0.96% | −280,791−9.3% | 減碼 |
| Nomura Asset Management International Inc. | 2,692,843 | $9.10 億 | 1.56% | +9,270+0.3% | 加碼 |
| Raymond James Financial Inc | 2,677,982 | $9.05 億 | 0.28% | +8200.0% | 加碼 |
| 1832 Asset Management L.P. | 2,616,954 | $8.84 億 | 1.17% | −200,934−7.1% | 減碼 |
| SEI Investments Co | 2,591,510 | $8.76 億 | 0.81% | +274,389+11.8% | 加碼 |
| Fayez Sarofim & Co | 2,547,763 | $8.61 億 | 2.20% | +76,834+3.1% | 加碼 |
| Cantillon Capital Management LLC | 2,493,551 | $8.43 億 | 5.60% | −335,727−11.9% | 減碼 |
| Nuveen, LLC | 2,417,415 | $8.17 億 | 0.22% | −110,879−4.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,396,944 | $8.10 億 | 0.70% | −50,738−2.1% | 減碼 |
| Natixis Advisors, L.P. | 2,330,099 | $7.87 億 | 1.10% | −31,848−1.3% | 減碼 |
| Marshall Wace, LLP | 2,240,157 | $7.57 億 | 0.81% | +532,851+31.2% | 加碼 |
| Millennium Management LLC | 2,232,887 | $7.55 億 | 0.56% | +952,718+74.4% | 加碼 |
| Windacre Partnership LLC | 2,221,100 | $7.51 億 | 8.03% | −262,000−10.6% | 減碼 |
| Stockbridge Partners LLC | 2,151,675 | $7.27 億 | 17.57% | +30,755+1.5% | 加碼 |
| LPL Financial LLC | 2,094,792 | $7.08 億 | 0.19% | +65,478+3.2% | 加碼 |
| Saturna Capital CORP | 1,992,101 | $6.73 億 | 9.45% | −49,005−2.4% | 減碼 |
| Softbank Group Corp | 1,985,000 | $6.71 億 | 5.88% | 00.0% | 不變 |
| Principal Financial Group Inc | 1,966,598 | $6.65 億 | 0.35% | −112,656−5.4% | 減碼 |
| Soroban Capital Partners LP | 1,931,530 | $6.53 億 | 4.67% | −711,534−26.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,857,807 | $6.28 億 | 1.09% | −2,806,825−60.2% | 減碼 |
| Bessemer Group Inc | 1,781,764 | $6.02 億 | 0.95% | +130,602+7.9% | 加碼 |
| National Bank of Canada | 1,749,057 | $5.91 億 | 0.60% | +1,012,599+137.5% | 加碼 |
| Jones Financial Companies LLLP | 1,793,762 | $5.86 億 | 0.28% | +1,555,852+654.0% | 加碼 |
| Legal & General Group Plc | 1,701,611 | $5.75 億 | 0.13% | +50,338+3.0% | 加碼 |
| Deutsche Bank AG | 1,677,770 | $5.67 億 | 0.19% | −586,597−25.9% | 減碼 |
| Life Cycle Investment Partners Ltd | 1,663,279 | $5.62 億 | 3.58% | +33,863+2.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,649,097 | $5.57 億 | 0.65% | −243,580−12.9% | 減碼 |
| AMF Pensionsforsakring AB | 1,632,738 | $5.52 億 | 3.66% | +98,123+6.4% | 加碼 |
| Royal London Asset Management Ltd | 1,592,638 | $5.38 億 | 1.13% | −308,949−16.2% | 減碼 |
| Ninety One UK Ltd | 1,577,168 | $5.33 億 | 1.24% | −435,719−21.6% | 減碼 |
| Amundi | 1,573,448 | $5.32 億 | 0.14% | +33,766+2.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,550,526 | $5.24 億 | 0.34% | +461,671+42.4% | 加碼 |
| FIL Ltd | 1,502,781 | $5.08 億 | 0.39% | +42,956+2.9% | 加碼 |
| Altshuler Shaham Ltd | 1,443,412 | $4.88 億 | 8.89% | −142,518−9.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,424,221 | $4.81 億 | 0.44% | +115,144+8.8% | 加碼 |
| Swedbank AB | 1,418,146 | $4.79 億 | 0.50% | −63,877−4.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,390,459 | $4.71 億 | 3.19% | +183,610+15.2% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,389,530 | $4.70 億 | 3.74% | −1,662,870−54.5% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,365,675 | $4.62 億 | 8.10% | +146,448+12.0% | 加碼 |
| Bahl & Gaynor Inc | 1,355,558 | $4.58 億 | 2.31% | +72,126+5.6% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,335,686 | $4.51 億 | 24.19% | +10,402+0.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,327,500 | $4.49 億 | 7.56% | +197,500+17.5% | 加碼 |
| Optiver Holding B.V. | 1,286,261 | $4.35 億 | 16.45% | +121,545+10.4% | 加碼 |
| Baillie Gifford & Co | 1,282,250 | $4.33 億 | 0.44% | −54,241−4.1% | 減碼 |
| Mirova US LLC | 1,281,550 | $4.33 億 | 4.91% | −398,518−23.7% | 減碼 |
| Comgest Global Investors S.A.S. | 1,280,572 | $4.33 億 | 9.44% | −438,551−25.5% | 減碼 |
| Lord, Abbett & Co. LLC | 1,265,089 | $4.28 億 | 1.40% | +87,869+7.5% | 加碼 |