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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 96,870 | $3,274 萬 | 1.95% | +1,662+1.7% | 加碼 |
| Naples Global Advisors, LLC | 96,451 | $3,268 萬 | 2.38% | −2,969−3.0% | 減碼 |
| Franchise GP Ltd | 96,680 | $3,267 萬 | 12.01% | +49,200+103.6% | 加碼 |
| Verition Fund Management LLC | 95,935 | $3,242 萬 | 0.31% | −47,990−33.3% | 減碼 |
| Marex Group plc | 95,700 | $3,234 萬 | 0.34% | +54,147+130.3% | 加碼 |
| Empirical Finance, LLC | 95,230 | $3,218 萬 | 1.51% | +44,158+86.5% | 加碼 |
| TT International Asset Management LTD | 94,917 | $3,208 萬 | 3.50% | +69,438+272.5% | 加碼 |
| Manchester Global Management (UK) Ltd | 94,275 | $3,186 萬 | 4.25% | 00.0% | 不變 |
| Junto Capital Management LP | 94,132 | $3,181 萬 | 0.68% | −18,837−16.7% | 減碼 |
| Cabot Wealth Management Inc | 94,124 | $3,181 萬 | 3.66% | +755+0.8% | 加碼 |
| NewEdge Wealth, LLC | 94,026 | $3,178 萬 | 0.38% | +4,280+4.8% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $3,168 萬 | 1.63% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 93,706 | $3,167 萬 | 4.44% | −9,434−9.1% | 減碼 |
| Farmers & Merchants Investments Inc | 93,376 | $3,156 萬 | 0.87% | +1,696+1.8% | 加碼 |
| Teacher Retirement System of Texas | 93,243 | $3,151 萬 | 0.13% | 00.0% | 不變 |
| Bellecapital International Ltd. | 92,083 | $3,112 萬 | 5.61% | +981+1.1% | 加碼 |
| Naviter Wealth, LLC | 91,070 | $3,086 萬 | 3.85% | +5,783+6.8% | 加碼 |
| Untitled Investments LP | 91,284 | $3,085 萬 | 11.49% | −3,597−3.8% | 減碼 |
| Mar Vista Investment Partners LLC | 90,434 | $3,056 萬 | 3.06% | −47,682−34.5% | 減碼 |
| Dnca Finance | 90,414 | $3,056 萬 | 1.75% | +24,714+37.6% | 加碼 |
| Independent Financial Group, LLC | 89,035 | $3,009 萬 | 0.68% | +12,690+16.6% | 加碼 |
| Diversify Advisory Services, LLC | 75,981 | $2,992 萬 | 4.57% | −35,464−31.8% | 減碼 |
| TIAA Wealth Investment Management LLC | 88,423 | $2,988 萬 | 0.23% | +88,423 | 新進 |
| Advisory Services Network, LLC | 87,563 | $2,959 萬 | 0.39% | −3,272−3.6% | 減碼 |
| AQR Capital Management LLC | 89,934 | $2,934 萬 | 0.01% | −2,505−2.7% | 減碼 |
| Adviser Investments LLC | 86,419 | $2,921 萬 | 0.32% | +6,276+7.8% | 加碼 |
| Polar Asset Management Partners Inc. | 85,994 | $2,906 萬 | 0.69% | −22,422−20.7% | 減碼 |
| Ethic Inc. | 85,984 | $2,906 萬 | 0.46% | +1,458+1.7% | 加碼 |
| RWC Asset Advisors (US) LLC | 85,944 | $2,904 萬 | 6.25% | +85,944 | 新進 |
| Vanguard Portfolio Management LLC | 85,663 | $2,895 萬 | 0.00% | +85,663 | 新進 |
| Groupama Asset Managment | 85,345 | $2,884 萬 | 0.42% | −1,224−1.4% | 減碼 |
| Everett Harris & Co | 85,342 | $2,884 萬 | 0.37% | −531−0.6% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 85,160 | $2,878 萬 | 11.71% | +29,469+52.9% | 加碼 |
| Earnest Partners LLC | 85,063 | $2,875 萬 | 0.12% | −39,871−31.9% | 減碼 |
| Maestria Partners LLC | 85,000 | $2,873 萬 | 10.48% | 00.0% | 不變 |
| Skopos Labs, Inc. | 84,765 | $2,865 萬 | 0.90% | +29,548+53.5% | 加碼 |
| Meridian Investment Counsel Inc. | 84,644 | $2,861 萬 | 6.81% | −1,131−1.3% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 84,392 | $2,852 萬 | 2.84% | +25,117+42.4% | 加碼 |
| Makena Capital Management LLC | 83,726 | $2,830 萬 | 3.27% | −769−0.9% | 減碼 |
| Salem Investment Counselors Inc | 83,317 | $2,817 萬 | 0.83% | +1,473+1.8% | 加碼 |
| Sava Infond d.o.o. | 83,310 | $2,815 萬 | 4.00% | −16,845−16.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 83,052 | $2,807 萬 | 0.72% | −6,774−7.5% | 減碼 |
| CenterBook Partners LP | 82,574 | $2,791 萬 | 1.50% | −8,873−9.7% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 82,433 | $2,786 萬 | 6.08% | +41,687+102.3% | 加碼 |
| Davenport & Co LLC | 82,159 | $2,777 萬 | 0.15% | +3,868+4.9% | 加碼 |
| Advisory Research Inc | 81,785 | $2,764 萬 | 3.40% | −24,869−23.3% | 減碼 |
| Meridian Wealth Management, LLC | 81,620 | $2,758 萬 | 0.98% | +15,646+23.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 81,189 | $2,744 萬 | 0.52% | +59,435+273.2% | 加碼 |
| CIBC Asset Management Inc | 81,266 | $2,738 萬 | 0.07% | −19,553−19.4% | 減碼 |
| Pittenger & Anderson Inc | 80,985 | $2,737 萬 | 1.09% | +990+1.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 80,797 | $2,731 萬 | 0.32% | −3,761−4.4% | 減碼 |
| Central Securities Corp | 80,000 | $2,704 萬 | 2.23% | 00.0% | 不變 |
| Vise Technologies, Inc. | 88,731 | $2,696 萬 | 0.53% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 79,525 | $2,688 萬 | 0.32% | +15,421+24.1% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 79,440 | $2,685 萬 | 33.28% | +79,440 | 新進 |
| Rokos Capital Management LLP | 78,952 | $2,669 萬 | 0.47% | +78,952 | 新進 |
| Beacon Pointe Advisors, LLC | 78,912 | $2,667 萬 | 0.14% | +50,104+173.9% | 加碼 |
| Hanson & Doremus Investment Management | 78,769 | $2,662 萬 | 3.06% | −3,366−4.1% | 減碼 |
| Ieq Capital, LLC | 78,609 | $2,657 萬 | 0.12% | −15,152−16.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 77,425 | $2,617 萬 | 3.67% | −113,495−59.4% | 減碼 |
| Hantz Financial Services, Inc. | 76,840 | $2,597 萬 | 0.40% | +30,739+66.7% | 加碼 |
| Glenmede Trust Co NA | 76,829 | $2,596 萬 | 0.13% | −80−0.1% | 減碼 |
| Thames Capital Management LLC | 76,789 | $2,595 萬 | 4.65% | 00.0% | 不變 |
| Roundview Capital LLC | 76,677 | $2,591 萬 | 1.61% | −475−0.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 76,647 | $2,590 萬 | 0.29% | +976+1.3% | 加碼 |
| Atlantic Union Bankshares Corp | 75,324 | $2,546 萬 | 0.49% | +22,101+41.5% | 加碼 |
| Grafton Street Partners Management Company, LLC | 75,106 | $2,538 萬 | 15.17% | 00.0% | 不變 |
| Artemis Investment Management LLP | 75,077 | $2,537 萬 | 0.27% | +6,167+8.9% | 加碼 |
| Firetrail Investments Pty Ltd | 74,327 | $2,513 萬 | 8.58% | +791+1.1% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 74,109 | $2,505 萬 | 2.95% | −17,712−19.3% | 減碼 |
| Natixis | 74,017 | $2,501 萬 | 0.10% | +6,834+10.2% | 加碼 |
| D.A. Davidson & Co. | 74,006 | $2,501 萬 | 0.15% | +1,657+2.3% | 加碼 |
| Berkshire Capital Holdings Inc | 73,970 | $2,500 萬 | 9.02% | −28,130−27.6% | 減碼 |
| Resources Investment Advisors, LLC. | 73,667 | $2,490 萬 | 0.24% | +10,471+16.6% | 加碼 |
| Nipun Capital, L.P. | 73,520 | $2,485 萬 | 12.29% | +160+0.2% | 加碼 |
| Walter Public Investments Inc. | 73,513 | $2,484 萬 | 5.94% | −20,514−21.8% | 減碼 |
| BWCP, LP | 73,218 | $2,474 萬 | 3.77% | −14,335−16.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 72,982 | $2,466 萬 | 0.30% | +8,927+13.9% | 加碼 |
| Adell Harriman & Carpenter Inc | 72,638 | $2,455 萬 | 1.50% | +9,794+15.6% | 加碼 |
| Ritholtz Wealth Management | 72,605 | $2,454 萬 | 0.43% | +3,203+4.6% | 加碼 |
| NS Partners Ltd | 72,557 | $2,452 萬 | 1.10% | +56,939+364.6% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 72,522 | $2,451 萬 | 5.76% | +15,484+27.1% | 加碼 |
| Flputnam Investment Management Co | 72,333 | $2,444 萬 | 0.36% | −130.0% | 減碼 |
| Cozad Asset Management Inc | 72,099 | $2,437 萬 | 1.91% | −1,877−2.5% | 減碼 |
| Principal Securities, Inc. | 70,981 | $2,399 萬 | 0.35% | −5,058−6.7% | 減碼 |
| CapWealth Advisors, LLC | 70,623 | $2,387 萬 | 1.77% | −35,016−33.1% | 減碼 |
| Itau Unibanco Holding S.A. | 70,258 | $2,374 萬 | 0.57% | −12,813−15.4% | 減碼 |
| SBI Securities Co., Ltd. | 70,223 | $2,373 萬 | 0.66% | +1,692+2.5% | 加碼 |
| Lynwood Price Capital Management LP | 70,000 | $2,366 萬 | 12.71% | 00.0% | 不變 |
| Tran Capital Management, L.P. | 69,993 | $2,365 萬 | 3.25% | −53,394−43.3% | 減碼 |
| Ironvine Capital Partners, LLC | 69,981 | $2,365 萬 | 2.60% | −224−0.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 69,777 | $2,358 萬 | 1.86% | +1,063+1.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 69,702 | $2,356 萬 | 1.00% | −117,661−62.8% | 減碼 |
| Generali Asset Management SPA SGR | 69,388 | $2,345 萬 | 0.49% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 69,193 | $2,338 萬 | 0.07% | −4,070−5.6% | 減碼 |
| Bleakley Financial Group, LLC | 68,969 | $2,331 萬 | 0.36% | +9,046+15.1% | 加碼 |
| Commerce Bank | 68,841 | $2,326 萬 | 0.11% | +15,843+29.9% | 加碼 |
| Impax Asset Management Group plc | 68,746 | $2,323 萬 | 0.16% | −27,022−28.2% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 68,539 | $2,316 萬 | 1.55% | −9,547−12.2% | 減碼 |
| TruWealth Advisors, LLC | 68,323 | $2,309 萬 | 1.11% | +118+0.2% | 加碼 |