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 |
|---|---|---|---|---|---|
| Groupe la Francaise | 255,969 | $8,627 萬 | 1.20% | −33,182−11.5% | 減碼 |
| KBC Group NV | 254,562 | $8,603 萬 | 0.22% | +42,438+20.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 253,519 | $8,568 萬 | 3.95% | −3,057−1.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 251,898 | $8,513 萬 | 6.48% | −17,474−6.5% | 減碼 |
| Modera Wealth Management, LLC | 251,807 | $8,510 萬 | 1.02% | −5,151−2.0% | 減碼 |
| Hardman Johnston Global Advisors LLC | 251,742 | $8,508 萬 | 4.04% | −57,050−18.5% | 減碼 |
| MAI Capital Management | 249,548 | $8,433 萬 | 0.48% | −310−0.1% | 減碼 |
| Generate Investment Management Ltd | 249,222 | $8,422 萬 | 4.15% | −63,007−20.2% | 減碼 |
| Steadfast Capital Management LP | 247,517 | $8,365 萬 | 3.15% | −62,400−20.1% | 減碼 |
| HGK Asset Management Inc | 242,343 | $8,190 萬 | 11.97% | +6,840+2.9% | 加碼 |
| Balyasny Asset Management LLC | 242,320 | $8,189 萬 | 0.16% | −1,033,912−81.0% | 減碼 |
| GWM Advisors LLC | 242,190 | $8,185 萬 | 0.30% | −9,803−3.9% | 減碼 |
| TD Waterhouse Canada Inc. | 239,074 | $8,148 萬 | 0.24% | +127,235+113.8% | 加碼 |
| Spear Holdings RSC Ltd | 240,535 | $8,129 萬 | 8.70% | +238,712+13,094.5% | 加碼 |
| PBCay One RSC Ltd | 240,532 | $8,129 萬 | 8.69% | +238,709+13,094.3% | 加碼 |
| Jupiter Asset Management Ltd | 255,646 | $8,100 萬 | 0.43% | +135,924+113.5% | 加碼 |
| Erste Asset Management GmbH | 255,013 | $8,063 萬 | 0.75% | +83,548+48.7% | 加碼 |
| HughesLittle Investment Management Ltd. | 237,394 | $8,023 萬 | 15.71% | −74,276−23.8% | 減碼 |
| iA Global Asset Management Inc. | 236,760 | $8,001 萬 | 1.13% | +9,259+4.1% | 加碼 |
| DnB Asset Management AS | 235,384 | $7,955 萬 | 0.28% | −455,680−65.9% | 減碼 |
| Walleye Capital LLC | 235,328 | $7,953 萬 | 0.49% | −80,688−25.5% | 減碼 |
| Lockheed Martin Investment Management Co | 234,600 | $7,928 萬 | 2.90% | +33,700+16.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 230,219 | $7,780 萬 | 1.46% | −699,962−75.3% | 減碼 |
| Lido Advisors, LLC | 228,581 | $7,744 萬 | 0.30% | −31,956−12.3% | 減碼 |
| Insight Holdings Group, LLC | 229,115 | $7,743 萬 | 5.44% | +3,890+1.7% | 加碼 |
| Flossbach Von Storch AG | 228,274 | $7,715 萬 | 0.36% | −508,954−69.0% | 減碼 |
| Light Street Capital Management, LLC | 227,585 | $7,691 萬 | 15.47% | −40,807−15.2% | 減碼 |
| Crow's Nest Holdings LP | 225,000 | $7,604 萬 | 17.78% | −5,500−2.4% | 減碼 |
| Main Street Research LLC | 223,159 | $7,542 萬 | 4.39% | +5,012+2.3% | 加碼 |
| Albar Capital Partners LLP | 220,716 | $7,459 萬 | 12.07% | +74,798+51.3% | 加碼 |
| Triodos Investment Management BV | 220,253 | $7,443 萬 | 5.63% | −21,200−8.8% | 減碼 |
| BLI - Banque de Luxembourg Investments | 251,800 | $7,426 萬 | 2.22% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 218,422 | $7,382 萬 | 0.28% | +9,144+4.4% | 加碼 |
| FIFTHDELTA Ltd | 217,731 | $7,358 萬 | 10.15% | +217,731 | 新進 |
| Guinness Asset Management LTD | 219,250 | $7,338 萬 | 1.27% | −62,986−22.3% | 減碼 |
| Gladstone Capital Management LLP | 215,663 | $7,288 萬 | 7.32% | +197,803+1,107.5% | 加碼 |
| Storebrand Asset Management AS | 210,536 | $7,115 萬 | 0.20% | +52,834+33.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 210,274 | $7,106 萬 | 0.15% | +7,130+3.5% | 加碼 |
| Oriental Harbor Investment Fund | 209,719 | $7,087 萬 | 6.25% | +209,719 | 新進 |
| Davidson Investment Advisors | 209,443 | $7,078 萬 | 3.05% | −7,195−3.3% | 減碼 |
| Sapient Capital LLC | 208,373 | $7,056 萬 | 1.06% | −50,718−19.6% | 減碼 |
| Ovata Capital Management Ltd | 218,101 | $7,015 萬 | 9.80% | −157−0.1% | 減碼 |
| Bornite Capital Management LP | 206,600 | $6,982 萬 | 11.74% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 206,353 | $6,974 萬 | 0.54% | +19,971+10.7% | 加碼 |
| Sanctuary Advisors, LLC | 205,972 | $6,961 萬 | 0.38% | +463+0.2% | 加碼 |
| Todd Asset Management LLC | 205,692 | $6,952 萬 | 1.36% | +903+0.4% | 加碼 |
| TCW Group Inc | 205,494 | $6,945 萬 | 0.52% | +61,759+43.0% | 加碼 |
| Colony Group, LLC | 203,977 | $6,929 萬 | 0.08% | +13,473+7.1% | 加碼 |
| Newbrook Capital Advisors LP | 204,114 | $6,898 萬 | 12.83% | +33,171+19.4% | 加碼 |
| Pathstone Holdings, LLC | 203,430 | $6,879 萬 | 0.27% | +12,566+6.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 201,857 | $6,844 萬 | 2.13% | −66,334−24.7% | 減碼 |
| Trybe Capital Management LP | 202,276 | $6,836 萬 | 15.47% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 198,846 | $6,720 萬 | 1.51% | +30,921+18.4% | 加碼 |
| Sarasin & Partners LLP | 197,114 | $6,661 萬 | 0.81% | +197,114 | 新進 |
| BNP Paribas | 196,822 | $6,636 萬 | 2.11% | −8,497−4.1% | 減碼 |
| Cullen Capital Management LLC | 191,617 | $6,476 萬 | 0.66% | −46,188−19.4% | 減碼 |
| Brandes Investment Partners, LP | 190,238 | $6,430 萬 | 0.46% | +8,621+4.7% | 加碼 |
| Joho Capital LLC | 190,100 | $6,424 萬 | 17.22% | 00.0% | 不變 |
| Empowered Funds, LLC | 186,414 | $6,300 萬 | 0.40% | +186,414 | 新進 |
| Varenne Capital Partners | 184,607 | $6,258 萬 | 15.53% | +1,862+1.0% | 加碼 |
| Nordea Investment Management AB | 191,672 | $6,226 萬 | 0.06% | +110,917+137.4% | 加碼 |
| Capital Group Private Client Services, Inc. | 183,912 | $6,215 萬 | 1.05% | −63,542−25.7% | 減碼 |
| Advisors Capital Management, LLC | 182,957 | $6,183 萬 | 0.72% | −31,938−14.9% | 減碼 |
| Two Creeks Capital Management, LP | 181,939 | $6,149 萬 | 6.49% | +86,829+91.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 181,588 | $6,137 萬 | 0.15% | −57,560−24.1% | 減碼 |
| Ninety One North America, Inc. | 180,743 | $6,108 萬 | 2.74% | −76,325−29.7% | 減碼 |
| Warren Averett Asset Management, LLC | 180,669 | $6,106 萬 | 0.46% | +14,382+8.6% | 加碼 |
| Pictet North America Advisors SA | 179,331 | $6,060 萬 | 6.02% | −2,727−1.5% | 減碼 |
| RDST Capital LLC | 177,619 | $6,003 萬 | 5.78% | +93,579+111.4% | 加碼 |
| GQG Partners LLC | 176,817 | $5,976 萬 | 0.09% | −1,655,192−90.3% | 減碼 |
| Blue Grotto Capital, LLC | 175,113 | $5,918 萬 | 6.82% | +5,217+3.1% | 加碼 |
| Infinitum Asset Management, LLC | 175,000 | $5,914 萬 | 7.40% | 00.0% | 不變 |
| Charles-Lim Capital Ltd | 175,000 | $5,914 萬 | 19.63% | +115,000+191.7% | 加碼 |
| Polen Capital Management LLC | 174,686 | $5,904 萬 | 0.41% | −25,907−12.9% | 減碼 |
| Formuepleje A/S | 174,033 | $5,881 萬 | 5.33% | −98,786−36.2% | 減碼 |
| Old Mission Capital LLC | 172,475 | $5,829 萬 | 1.38% | +99,518+136.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 172,057 | $5,815 萬 | 0.42% | +1,195+0.7% | 加碼 |
| Moore Capital Management, LP | 168,920 | $5,709 萬 | 2.08% | −1,501−0.9% | 減碼 |
| Mercer Global Advisors Inc | 168,975 | $5,701 萬 | 0.08% | −15,847−8.6% | 減碼 |
| Mark Asset Management LP | 165,175 | $5,582 萬 | 7.41% | +122,944+291.1% | 加碼 |
| Trillium Asset Management, LLC | 201,121 | $5,520 萬 | 1.83% | +35,136+21.2% | 加碼 |
| Tairen Capital Ltd | 162,640 | $5,496 萬 | 5.95% | +156,090+2,383.1% | 加碼 |
| Capital International Sarl | 162,575 | $5,494 萬 | 0.90% | +6,284+4.0% | 加碼 |
| Y.D. More Investments Ltd | 161,403 | $5,453 萬 | 2.14% | +28,890+21.8% | 加碼 |
| Fulton Breakefield Broenniman LLC | 160,797 | $5,434 萬 | 3.54% | −48,074−23.0% | 減碼 |
| Night Owl Capital Management, LLC | 160,601 | $5,428 萬 | 6.33% | +1,008+0.6% | 加碼 |
| Dock Street Asset Management Inc | 158,515 | $5,357 萬 | 5.63% | −4,683−2.9% | 減碼 |
| Kadensa Capital Ltd | 157,331 | $5,317 萬 | 7.40% | −40,237−20.4% | 減碼 |
| Deprince Race & Zollo Inc | 155,671 | $5,261 萬 | 0.99% | −9,260−5.6% | 減碼 |
| Luxor Capital Group, LP | 154,565 | $5,224 萬 | 8.25% | +144,365+1,415.3% | 加碼 |
| AIA Group Ltd | 153,618 | $5,192 萬 | 0.75% | −26,151−14.5% | 減碼 |
| Nwi Management LP | 153,000 | $5,171 萬 | 3.16% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 146,661 | $5,168 萬 | 6.21% | +13,554+10.2% | 加碼 |
| Soma Equity Partners LP | 151,264 | $5,112 萬 | 3.77% | −234,868−60.8% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 151,200 | $5,110 萬 | 0.26% | −1,073,184−87.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 150,878 | $5,099 萬 | 0.58% | +13,850+10.1% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 150,814 | $5,097 萬 | 2.41% | +50,370+50.1% | 加碼 |
| GuoLine Advisory Pte Ltd | 150,700 | $5,093 萬 | 5.33% | 00.0% | 不變 |
| Academy Capital Management Inc | 150,105 | $5,073 萬 | 7.25% | −4,239−2.7% | 減碼 |
| Ardmore Road Asset Management LP | 150,000 | $5,069 萬 | 3.34% | −6,335−4.1% | 減碼 |