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
- 3,285
- 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 1,337 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 |
|---|---|---|---|---|---|
| M37 Management LP | 150,000 | $5,069 萬 | 20.20% | +100,000+200.0% | 加碼 |
| Norris Perne & French LLP | 149,961 | $5,068 萬 | 2.47% | −992−0.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 350,225 | $5,030 萬 | 0.11% | +113,698+48.1% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 148,280 | $5,011 萬 | 4.52% | −7,015−4.5% | 減碼 |
| Provident Investment Management, Inc. | 148,121 | $5,006 萬 | 4.97% | −1,295−0.9% | 減碼 |
| Laird Norton Trust Company, LLC | 146,733 | $4,973 萬 | 1.08% | +788+0.5% | 加碼 |
| Monolith Management Ltd | 147,015 | $4,968 萬 | 19.35% | +58,336+65.8% | 加碼 |
| Squarepoint Ops LLC | 146,855 | $4,963 萬 | 0.11% | +143,352+4,092.3% | 加碼 |
| Asset Management One Co.,Ltd. | 146,017 | $4,935 萬 | 0.15% | −1,297−0.9% | 減碼 |
| Scopus Asset Management, L.P. | 144,465 | $4,882 萬 | 1.53% | +144,465 | 新進 |
| Schwartz Investment Counsel Inc | 144,350 | $4,878 萬 | 1.73% | 00.0% | 不變 |
| Benchstone Capital Management LP | 143,637 | $4,854 萬 | 5.65% | −2,607−1.8% | 減碼 |
| Leonteq Securities AG | 143,029 | $4,834 萬 | 2.93% | +38,855+37.3% | 加碼 |
| Diversify Wealth Management, LLC | 122,414 | $4,821 萬 | 0.86% | +111,142+986.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 139,934 | $4,729 萬 | 0.65% | +139,934 | 新進 |
| Generation Investment Management LLP | 138,944 | $4,696 萬 | 0.42% | −53,248−27.7% | 減碼 |
| Group One Trading, L.P. | 138,053 | $4,666 萬 | 1.54% | +119,560+646.5% | 加碼 |
| LMR Partners LLP | 138,016 | $4,664 萬 | 0.43% | −162,081−54.0% | 減碼 |
| Blair William & Co | 137,755 | $4,655 萬 | 0.13% | +16,426+13.5% | 加碼 |
| Penserra Capital Management LLC | 136,397 | $4,610 萬 | 0.54% | +7,617+5.9% | 加碼 |
| Mawer Investment Management Ltd. | 134,289 | $4,538 萬 | 0.29% | −52,381−28.1% | 減碼 |
| Petrus Trust Company, LTA | 134,044 | $4,530 萬 | 4.95% | +26,413+24.5% | 加碼 |
| Choate Investment Advisors | 133,480 | $4,511 萬 | 0.88% | −5,281−3.8% | 減碼 |
| Grimes & Company, Inc. | 133,378 | $4,508 萬 | 1.25% | −11,050−7.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 133,016 | $4,495 萬 | 1.19% | +71,138+115.0% | 加碼 |
| JustInvest LLC | 132,355 | $4,473 萬 | 0.44% | +14,590+12.4% | 加碼 |
| State of Michigan Retirement System | 132,200 | $4,468 萬 | 0.24% | −16,000−10.8% | 減碼 |
| Baskin Financial Services Inc. | 131,463 | $4,443 萬 | 3.64% | −3,500−2.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 131,020 | $4,424 萬 | 0.22% | +4,925+3.9% | 加碼 |
| Sustainable Growth Advisers, LP | 130,255 | $4,402 萬 | 0.41% | −3,271−2.4% | 減碼 |
| Jordan Park Group LLC | 129,956 | $4,392 萬 | 2.34% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 129,780 | $4,386 萬 | 0.34% | 00.0% | 不變 |
| Wedgewood Partners Inc | 129,353 | $4,371 萬 | 9.03% | −55,308−30.0% | 減碼 |
| Atria Investments LLC | 128,594 | $4,346 萬 | 0.49% | −10,718−7.7% | 減碼 |
| ABN AMRO Bank N.V. | 127,414 | $4,343 萬 | 0.47% | −10,744−7.8% | 減碼 |
| Vantage Investment Partners, LLC | 127,778 | $4,318 萬 | 2.98% | +74,198+138.5% | 加碼 |
| Mackenzie Financial Corp | 126,560 | $4,277 萬 | 0.05% | −6,621−5.0% | 減碼 |
| Calamos Advisors LLC | 126,396 | $4,272 萬 | 0.17% | +10,992+9.5% | 加碼 |
| Twin Peaks Capital Ltd | 126,130 | $4,263 萬 | 44.64% | −9,640−7.1% | 減碼 |
| Oppenheimer & Co Inc | 126,044 | $4,260 萬 | 0.52% | +1,485+1.2% | 加碼 |
| Maplelane Capital, LLC | 126,022 | $4,259 萬 | 3.57% | −15,978−11.3% | 減碼 |
| Titan Investment Solutions Ltd | 125,618 | $4,245 萬 | 5.43% | −41,207−24.7% | 減碼 |
| Capital Wealth Planning, LLC | 125,558 | $4,243 萬 | 0.23% | +40,639+47.9% | 加碼 |
| Summit Partners Public Asset Management, LLC | 125,161 | $4,230 萬 | 1.96% | −51,339−29.1% | 減碼 |
| Wedbush Fund Advisers, LLC | 124,922 | $4,222 萬 | 4.89% | −30,427−19.6% | 減碼 |
| Defiance ETFs, LLC | 124,520 | $4,208 萬 | 0.61% | −4,260−3.3% | 減碼 |
| Moran Wealth Management, LLC | 122,945 | $4,155 萬 | 1.27% | −33,539−21.4% | 減碼 |
| Trexquant Investment LP | 122,375 | $4,136 萬 | 0.30% | +122,375 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 122,223 | $4,131 萬 | 0.22% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 122,169 | $4,129 萬 | 3.14% | −14,703−10.7% | 減碼 |
| Aureus Asset Management, LLC | 120,933 | $4,087 萬 | 2.72% | +387+0.3% | 加碼 |
| John G Ullman & Associates Inc | 120,778 | $4,082 萬 | 5.41% | −6,289−4.9% | 減碼 |
| Aquatic Capital Management LLC | 120,692 | $4,079 萬 | 1.17% | +40,845+51.2% | 加碼 |
| Bailard, Inc. | 120,456 | $4,071 萬 | 0.94% | −7,434−5.8% | 減碼 |
| Brinker Capital Investments, LLC | 120,245 | $4,064 萬 | 0.35% | −15,240−11.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 120,074 | $4,060 萬 | 0.94% | +10,970+10.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 119,592 | $4,042 萬 | 0.12% | −1,114,932−90.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 118,882 | $4,018 萬 | 2.32% | −258−0.2% | 減碼 |
| Snowden Capital Advisors LLC | 118,193 | $4,005 萬 | 1.06% | −23,592−16.6% | 減碼 |
| Parkwood LLC | 117,916 | $3,985 萬 | 3.54% | +15,311+14.9% | 加碼 |
| Standard Life Aberdeen plc | 117,593 | $3,974 萬 | 0.06% | −28,241−19.4% | 減碼 |
| CAPROCK Group, Inc. | 117,254 | $3,974 萬 | 0.96% | +40,201+52.2% | 加碼 |
| First Long Island Investors, LLC | 117,078 | $3,957 萬 | 3.21% | −1,005−0.9% | 減碼 |
| Promethos Capital, LLC | 116,835 | $3,948 萬 | 10.61% | −1,960−1.6% | 減碼 |
| Kornitzer Capital Management Inc | 116,562 | $3,939 萬 | 0.85% | +3,173+2.8% | 加碼 |
| Melqart Asset Management (UK) Ltd | 116,470 | $3,936 萬 | 3.88% | −203−0.2% | 減碼 |
| Daiwa Securities Group Inc. | 116,332 | $3,931 萬 | 0.11% | −3,972−3.3% | 減碼 |
| Eurizon Capital SGR S.p.A. | 119,849 | $3,929 萬 | 0.12% | −95,989−44.5% | 減碼 |
| Milestones Administradora de Recursos Ltda. | 116,200 | $3,927 萬 | 10.25% | −21,836−15.8% | 減碼 |
| University of Illinois Foundation | 116,018 | $3,926 萬 | 8.05% | +49,200+73.6% | 加碼 |
| Greenleaf Trust | 115,991 | $3,920 萬 | 0.39% | −7,280−5.9% | 減碼 |
| Noesis Capital Mangement Corp | 115,455 | $3,902 萬 | 5.77% | −2,338−2.0% | 減碼 |
| Callan Family Office, LLC | 115,354 | $3,898 萬 | 0.88% | +1,603+1.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 115,192 | $3,893 萬 | 2.28% | −127,644−52.6% | 減碼 |
| E20 Capital Ltd | 113,247 | $3,827 萬 | 3.59% | +97,397+614.5% | 加碼 |
| Sirios Capital Management L P | 112,264 | $3,794 萬 | 4.60% | −47,811−29.9% | 減碼 |
| Horiko Capital Management LLC | 113,056 | $3,763 萬 | 8.68% | +23,426+26.1% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 110,850 | $3,746 萬 | 5.18% | −204,090−64.8% | 減碼 |
| Voloridge Investment Management, LLC | 110,133 | $3,722 萬 | 0.15% | +110,133 | 新進 |
| 7G Capital Management, LLC | 110,000 | $3,717 萬 | 22.15% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 109,563 | $3,703 萬 | 0.54% | −11,512−9.5% | 減碼 |
| Marcho Partners LLP | 109,498 | $3,700 萬 | 29.88% | −13,966−11.3% | 減碼 |
| United Capital Financial Advisers, LLC | 109,388 | $3,697 萬 | 0.23% | −3,989−3.5% | 減碼 |
| OP Asset Management Ltd | 109,038 | $3,685 萬 | 0.38% | +109,038 | 新進 |
| Private Advisor Group, LLC | 108,560 | $3,669 萬 | 0.17% | −4,219−3.7% | 減碼 |
| Dodge & Cox | 107,800 | $3,643 萬 | 0.02% | 00.0% | 不變 |
| 71 West Capital Partners | 107,401 | $3,630 萬 | 1.60% | +5,744+5.7% | 加碼 |
| GW&K Investment Management, LLC | 107,276 | $3,625 萬 | 0.32% | +107,276 | 新進 |
| Steward Partners Investment Advisory, LLC | 106,356 | $3,594 萬 | 0.18% | +17,918+20.3% | 加碼 |
| Kemnay Advisory Services Inc. | 106,083 | $3,585 萬 | 5.76% | −21,828−17.1% | 減碼 |
| Triglav Skladi, D.O.O. | 105,342 | $3,560 萬 | 2.49% | +70,809+205.0% | 加碼 |
| Cardinal Capital Management, Inc. | 104,741 | $3,540 萬 | 0.95% | +5,935+6.0% | 加碼 |
| QRG Capital Management, Inc. | 104,200 | $3,521 萬 | 0.36% | +13,660+15.1% | 加碼 |
| Quadrant Capital Group LLC | 100,653 | $3,402 萬 | 1.02% | −4,599−4.4% | 減碼 |
| Modern Wealth Management, LLC | 99,042 | $3,382 萬 | 0.58% | −1,747−1.7% | 減碼 |
| Telemark Asset Management, LLC | 100,000 | $3,380 萬 | 3.12% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 99,636 | $3,367 萬 | 0.35% | +7,002+7.6% | 加碼 |
| Integrated Quantitative Investments LLC | 98,446 | $3,327 萬 | 6.03% | +8,166+9.0% | 加碼 |
| Matthew 25 Management Corp | 98,000 | $3,312 萬 | 11.00% | −1,000−1.0% | 減碼 |
| Princeton Global Asset Management LLC | 97,360 | $3,290 萬 | 5.37% | +595+0.6% | 加碼 |