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 |
|---|---|---|---|---|---|
| Intermede Investment Partners Ltd | 512,252 | $1.73 億 | 8.02% | −158,286−23.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 510,385 | $1.72 億 | 1.73% | −210,095−29.2% | 減碼 |
| SRS Investment Management, LLC | 510,073 | $1.72 億 | 1.82% | +1,347+0.3% | 加碼 |
| Causeway Capital Management LLC | 508,471 | $1.72 億 | 2.11% | −3,249−0.6% | 減碼 |
| Aviva PLC | 503,737 | $1.70 億 | 0.29% | −165,070−24.7% | 減碼 |
| La Banque Postale Asset Management SA | 503,027 | $1.70 億 | 2.32% | −38,494−7.1% | 減碼 |
| Clark Capital Management Group, Inc. | 498,238 | $1.68 億 | 1.04% | +39,584+8.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 496,202 | $1.68 億 | 1.56% | −39,839−7.4% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 495,280 | $1.67 億 | 5.70% | −47,805−8.8% | 減碼 |
| Epoch Investment Partners, Inc. | 494,355 | $1.67 億 | 1.01% | +1,121+0.2% | 加碼 |
| Westfield Capital Management Co LP | 493,504 | $1.67 億 | 0.70% | +47,309+10.6% | 加碼 |
| Walleye Trading LLC | 489,849 | $1.66 億 | 3.41% | +489,849 | 新進 |
| Mairs & Power Inc | 486,253 | $1.64 億 | 1.68% | −294−0.1% | 減碼 |
| Agf Management Ltd | 485,639 | $1.64 億 | 0.74% | +2,464+0.5% | 加碼 |
| Montrusco Bolton Investments Inc. | 510,242 | $1.62 億 | 2.46% | −188,725−27.0% | 減碼 |
| Vident Advisory, LLC | 469,049 | $1.59 億 | 1.35% | −22,753−4.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 468,817 | $1.56 億 | 0.47% | −38,144−7.5% | 減碼 |
| Cookson Peirce & Co Inc | 451,991 | $1.53 億 | 6.47% | −6,902−1.5% | 減碼 |
| Samlyn Capital, LLC | 449,561 | $1.52 億 | 2.61% | −132,862−22.8% | 減碼 |
| Advisor Group Holdings, Inc. | 446,743 | $1.51 億 | 0.22% | +104,384+30.5% | 加碼 |
| Perseverance Asset Management International | 446,505 | $1.51 億 | 16.60% | +417,771+1,453.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 438,201 | $1.48 億 | 4.02% | −12,048−2.7% | 減碼 |
| AustralianSuper Pty Ltd | 432,236 | $1.46 億 | 0.76% | −154,232−26.3% | 減碼 |
| Janney Montgomery Scott LLC | 423,935 | $1.43 億 | 0.35% | +40,806+10.7% | 加碼 |
| Pictet Asset Management Holding SA | 422,581 | $1.43 億 | 0.15% | +94,801+28.9% | 加碼 |
| Eminence Capital, LP | 421,673 | $1.43 億 | 3.27% | +421,673 | 新進 |
| CTC LLC | 421,602 | $1.42 億 | 11.41% | +316,922+302.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,034 | $1.41 億 | 0.85% | +90.0% | 加碼 |
| Avala Global LP | 416,360 | $1.41 億 | 6.76% | +20,961+5.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 409,370 | $1.38 億 | 0.69% | +27,809+7.3% | 加碼 |
| Blue Whale Capital LLP | 408,679 | $1.38 億 | 6.57% | −2,069−0.5% | 減碼 |
| North of South Capital LLP | 407,377 | $1.38 億 | 12.37% | −46,403−10.2% | 減碼 |
| Abn Amro Investment Solutions | 406,645 | $1.37 億 | 1.79% | +124,214+44.0% | 加碼 |
| PEAK6 LLC | 392,473 | $1.33 億 | 3.83% | +392,473 | 新進 |
| Chicago Capital, LLC | 391,673 | $1.32 億 | 3.57% | −5,234−1.3% | 減碼 |
| Parnassus Investments | 386,893 | $1.31 億 | 0.38% | +9,894+2.6% | 加碼 |
| MML Investors Services, LLC | 376,221 | $1.27 億 | 0.35% | −78,592−17.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 375,867 | $1.27 億 | 0.08% | −47,467−11.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 374,511 | $1.27 億 | 0.32% | −32,804−8.1% | 減碼 |
| Scotia Capital Inc. | 367,994 | $1.24 億 | 0.51% | −36,529−9.0% | 減碼 |
| Banque Pictet & Cie SA | 367,909 | $1.24 億 | 1.44% | −7,849−2.1% | 減碼 |
| US Bancorp | 365,625 | $1.24 億 | 0.15% | −17,662−4.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 364,600 | $1.23 億 | 0.72% | 00.0% | 不變 |
| M&G Plc | 361,809 | $1.22 億 | 0.63% | +20,747+6.1% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 359,940 | $1.22 億 | 2.78% | +123,100+52.0% | 加碼 |
| Banque Transatlantique SA | 356,026 | $1.22 億 | 2.92% | +102,732+40.6% | 加碼 |
| Johnson Investment Counsel Inc | 359,003 | $1.21 億 | 0.98% | −22,507−5.9% | 減碼 |
| Simplex Trading, LLC | 351,805 | $1.19 億 | 3.68% | +351,805 | 新進 |
| Coalescence Partners Investment Management, LP | 351,591 | $1.19 億 | 25.69% | +150,707+75.0% | 加碼 |
| DJE Kapital AG | 363,939 | $1.18 億 | 2.62% | +363,939 | 新進 |
| Kinetic Partners Management, LP | 348,254 | $1.18 億 | 6.59% | −2,680−0.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 348,215 | $1.17 億 | 3.45% | −84,754−19.6% | 減碼 |
| CI Private Wealth, LLC | 352,295 | $1.17 億 | 0.17% | −8,104−2.2% | 減碼 |
| Metropolis Capital Ltd | 345,102 | $1.17 億 | 3.94% | −184,630−34.9% | 減碼 |
| Advent International Corp | 343,875 | $1.16 億 | 2.74% | −59,125−14.7% | 減碼 |
| Commonwealth Equity Services, LLC | 343,464 | $1.16 億 | 0.16% | −23,898−6.5% | 減碼 |
| Strategy Capital LLC | 341,371 | $1.15 億 | 9.43% | +2,928+0.9% | 加碼 |
| Allen Investment Management LLC | 337,166 | $1.14 億 | 1.41% | +69,006+25.7% | 加碼 |
| Headwater Capital Co Ltd | 336,000 | $1.14 億 | 18.26% | −28,000−7.7% | 減碼 |
| BIT Capital GmbH | 335,279 | $1.13 億 | 6.32% | −47,472−12.4% | 減碼 |
| Perpetual Ltd | 332,260 | $1.12 億 | 1.72% | −10,024−2.9% | 減碼 |
| M&T Bank Corp | 332,196 | $1.12 億 | 0.37% | −1,696−0.5% | 減碼 |
| Huntington National Bank | 330,273 | $1.12 億 | 0.62% | +36,345+12.4% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 328,600 | $1.11 億 | 0.99% | +328,600 | 新進 |
| Factory Mutual Insurance Co | 328,475 | $1.11 億 | 1.25% | +10,500+3.3% | 加碼 |
| TOMS Capital Investment Management LP | 328,000 | $1.11 億 | 7.28% | +40,300+14.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 327,705 | $1.11 億 | 0.40% | +10,908+3.4% | 加碼 |
| EFG International AG | 325,135 | $1.10 億 | 2.35% | −104,262−24.3% | 減碼 |
| Tredje AP-fonden | 324,321 | $1.10 億 | 0.60% | +87,148+36.7% | 加碼 |
| Susquehanna Advisors Group, Inc. | 323,500 | $1.09 億 | 5.10% | +321,500+16,075.0% | 加碼 |
| Sculptor Capital LP | 323,000 | $1.09 億 | 1.23% | +90,000+38.6% | 加碼 |
| BlueSpruce Investments, LP | 321,496 | $1.09 億 | 17.21% | −1,691,842−84.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 312,975 | $1.06 億 | 1.50% | −44,653−12.5% | 減碼 |
| Tudor Investment Corp Et Al | 310,947 | $1.05 億 | 0.57% | +134,390+76.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 304,581 | $1.03 億 | 4.32% | +64,046+26.6% | 加碼 |
| Analog Century Management LP | 302,885 | $1.02 億 | 4.89% | −91,153−23.1% | 減碼 |
| Danske Bank A/S | 299,577 | $1.01 億 | 0.24% | +766+0.3% | 加碼 |
| Suvretta Capital Management, LLC | 298,707 | $1.01 億 | 2.74% | +27,306+10.1% | 加碼 |
| Diamond Hill Capital Management Inc | 295,979 | $1.00 億 | 0.63% | −32,000−9.8% | 減碼 |
| LGT Capital Partners Ltd. | 291,009 | $9,835 萬 | 5.22% | −68,820−19.1% | 減碼 |
| Raiffeisen Bank International AG | 308,349 | $9,759 萬 | 1.41% | +138,278+81.3% | 加碼 |
| Pictet & Cie (Europe) SA | 287,645 | $9,721 萬 | 2.07% | −10,326−3.5% | 減碼 |
| Boston Common Asset Management, LLC | 287,638 | $9,721 萬 | 6.26% | −44,251−13.3% | 減碼 |
| Stony Point Capital LLC | 286,727 | $9,690 萬 | 7.84% | −1,253−0.4% | 減碼 |
| Nomura Asset Management Co Ltd | 284,872 | $9,627 萬 | 0.25% | +4,769+1.7% | 加碼 |
| Rhumbline Advisers | 282,295 | $9,540 萬 | 0.08% | −19,620−6.5% | 減碼 |
| Nomura Holdings Inc | 280,921 | $9,494 萬 | 0.79% | −334,230−54.3% | 減碼 |
| Ami Asset Management Corp | 280,891 | $9,493 萬 | 6.06% | −5,508−1.9% | 減碼 |
| Exor Capital LLP | 277,227 | $9,369 萬 | 1.86% | +2,349+0.9% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 277,115 | $9,365 萬 | 4.49% | +253+0.1% | 加碼 |
| Quantinno Capital Management LP | 277,013 | $9,362 萬 | 0.16% | +51,791+23.0% | 加碼 |
| Dundas Partners LLP | 275,192 | $9,300 萬 | 7.42% | −6,969−2.5% | 減碼 |
| McDaniel Terry & Co | 275,149 | $9,299 萬 | 7.90% | +10,438+3.9% | 加碼 |
| Third Point LLC大師第三點資本 | 275,000 | $9,294 萬 | 4.46% | −150,000−35.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 272,439 | $9,207 萬 | 0.24% | +6,057+2.3% | 加碼 |
| Capital International Inc | 268,616 | $9,078 萬 | 0.70% | −18,196−6.3% | 減碼 |
| National Philanthropic Trust | 267,580 | $9,043 萬 | 0.96% | −6,087−2.2% | 減碼 |
| Senator Investment Group LP | 262,500 | $8,871 萬 | 4.07% | −62,000−19.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 257,461 | $8,701 萬 | 1.29% | −12,831−4.7% | 減碼 |
| Trajan Wealth LLC | 256,385 | $8,665 萬 | 3.66% | −52,120−16.9% | 減碼 |