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 3,585 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 67,979 | $2,297 萬 | 1.69% | −809−1.2% | 減碼 |
| Augustine Asset Management Inc | 67,775 | $2,290 萬 | 5.16% | −26,289−27.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 67,550 | $2,283 萬 | 0.66% | +67,550 | 新進 |
| Compagnie Lombard Odier SCmA | 67,266 | $2,273 萬 | 0.28% | +4,037+6.4% | 加碼 |
| Diversified Trust Co | 66,897 | $2,261 萬 | 0.42% | +5,408+8.8% | 加碼 |
| Howard Hughes Medical Institute | 66,773 | $2,257 萬 | 5.43% | +66,773 | 新進 |
| Sequoia Financial Advisors, LLC | 66,159 | $2,236 萬 | 0.13% | +4,250+6.9% | 加碼 |
| Pensionmark Financial Group, LLC | 65,537 | $2,215 萬 | 0.36% | −973−1.5% | 減碼 |
| Columbus Hill Capital Management, L.P. | 65,039 | $2,198 萬 | 3.71% | −6,600−9.2% | 減碼 |
| Night Squared LP | 64,977 | $2,196 萬 | 3.23% | +41,420+175.8% | 加碼 |
| Heirloom Wealth Management | 64,661 | $2,185 萬 | 3.94% | +9,115+16.4% | 加碼 |
| Mondrian Investment Partners LTD | 64,620 | $2,184 萬 | 0.38% | −215,047−76.9% | 減碼 |
| Overbrook Management Corp | 64,531 | $2,181 萬 | 4.12% | −694−1.1% | 減碼 |
| 11 Capital Partners LP | 64,200 | $2,170 萬 | 7.03% | +64,200 | 新進 |
| Kovitz Investment Group Partners, LLC | 64,149 | $2,168 萬 | 0.50% | +52,761+463.3% | 加碼 |
| We Are One Seven, LLC | 64,122 | $2,167 萬 | 0.44% | +3,541+5.8% | 加碼 |
| Nissay Asset Management Corp | 64,111 | $2,167 萬 | 0.11% | −467−0.7% | 減碼 |
| Barlow Wealth Partners, Inc. | 58,419 | $2,164 萬 | 2.40% | −25,973−30.8% | 減碼 |
| Eldred Rock Partners, LLC | 63,631 | $2,150 萬 | 5.47% | −572−0.9% | 減碼 |
| SeaBridge Investment Advisors LLC | 63,547 | $2,148 萬 | 3.63% | −7,879−11.0% | 減碼 |
| Brevan Howard Capital Management LP | 65,533 | $2,128 萬 | 0.22% | +24,662+60.3% | 加碼 |
| Westwood Holdings Group Inc. | 62,712 | $2,119 萬 | 0.15% | −36,623−36.9% | 減碼 |
| Matthews International Capital Management LLC | 62,509 | $2,112 萬 | 8.57% | +29,782+91.0% | 加碼 |
| Glynn Capital Management LLC | 62,474 | $2,111 萬 | 10.09% | −13,737−18.0% | 減碼 |
| Wahed Invest LLC | 62,438 | $2,110 萬 | 2.74% | −30,485−32.8% | 減碼 |
| Everest Financial Group LLC | 62,341 | $2,107 萬 | 3.47% | +5,077+8.9% | 加碼 |
| Cat Rock Capital Management LP | 62,176 | $2,101 萬 | 3.26% | −65,100−51.1% | 減碼 |
| SIH Partners, LLLP | 61,920 | $2,093 萬 | 0.64% | +40,687+191.6% | 加碼 |
| Unisphere Establishment | 61,900 | $2,092 萬 | 0.18% | +9,800+18.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 61,778 | $2,088 萬 | 0.65% | −1,919−3.0% | 減碼 |
| Acadian Asset Management LLC | 61,684 | $2,084 萬 | 0.03% | +5,693+10.2% | 加碼 |
| Clear Street Group Inc. | 61,607 | $2,082 萬 | 0.12% | +14,361+30.4% | 加碼 |
| Ketron Financial | 61,484 | $2,078 萬 | 7.44% | +2,275+3.8% | 加碼 |
| Park Avenue Securities LLC | 61,448 | $2,077 萬 | 0.16% | −6,156−9.1% | 減碼 |
| Armistice Capital, LLC | 61,254 | $2,070 萬 | 0.68% | +11,254+22.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 60,927 | $2,059 萬 | 2.99% | +3,288+5.7% | 加碼 |
| ARP Global Capital Ltd | 60,745 | $2,053 萬 | 12.09% | +26,983+79.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 60,250 | $2,036 萬 | 1.07% | −16,401−21.4% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $2,028 萬 | 1.38% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 59,567 | $2,013 萬 | 0.57% | −65−0.1% | 減碼 |
| CastleKnight Management LP | 59,500 | $2,011 萬 | 0.94% | +3,300+5.9% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 59,271 | $2,003 萬 | 1.67% | +59,271 | 新進 |
| Schonfeld Strategic Advisors LLC | 59,022 | $1,995 萬 | 0.16% | −157,273−72.7% | 減碼 |
| First Manhattan Co | 58,232 | $1,973 萬 | 0.05% | +5,171+9.7% | 加碼 |
| Maxi Investments CY Ltd | 58,050 | $1,962 萬 | 4.29% | +48,000+477.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 57,955 | $1,959 萬 | 0.70% | −7,845−11.9% | 減碼 |
| H Squared Management LP | 57,819 | $1,954 萬 | 18.01% | −800−1.4% | 減碼 |
| Copeland Capital Management, LLC | 57,405 | $1,940 萬 | 0.43% | −13,304−18.8% | 減碼 |
| Signaturefd, LLC | 57,390 | $1,939 萬 | 0.30% | −2,968−4.9% | 減碼 |
| Fifth Third Bancorp | 57,149 | $1,931 萬 | 0.04% | −10,284−15.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 57,056 | $1,928 萬 | 0.03% | +38,032+199.9% | 加碼 |
| Timber Creek Capital Management LLC | 56,751 | $1,918 萬 | 4.65% | −49−0.1% | 減碼 |
| JB Capital LLC | 56,606 | $1,913 萬 | 0.77% | −39,471−41.1% | 減碼 |
| DuPont Capital Management Corp | 56,261 | $1,901 萬 | 2.16% | −8,436−13.0% | 減碼 |
| Nishkama Capital, LLC | 55,842 | $1,887 萬 | 2.68% | −35,898−39.1% | 減碼 |
| Stephens Inc | 55,035 | $1,886 萬 | 0.24% | −6,998−11.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 55,558 | $1,878 萬 | 1.23% | +582+1.1% | 加碼 |
| Montag A & Associates Inc | 55,316 | $1,875 萬 | 0.87% | −4,918−8.2% | 減碼 |
| M. Kulyk & Associates, LLC | 55,427 | $1,873 萬 | 3.50% | −206−0.4% | 減碼 |
| FACT Capital, LP | 55,164 | $1,864 萬 | 12.40% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 54,780 | $1,851 萬 | 0.52% | +6,126+12.6% | 加碼 |
| Eagle Global Advisors LLC | 54,729 | $1,850 萬 | 0.67% | −920−1.7% | 減碼 |
| Jag Capital Management, LLC | 54,369 | $1,837 萬 | 2.07% | +2,453+4.7% | 加碼 |
| Phoenix Holdings Ltd. | 54,392 | $1,833 萬 | 0.17% | −388,506−87.7% | 減碼 |
| Pelham Capital Ltd. | 54,000 | $1,825 萬 | 14.30% | −7,972−12.9% | 減碼 |
| Meyer Handelman Co | 53,902 | $1,822 萬 | 0.57% | +10,256+23.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 53,882 | $1,821 萬 | 0.80% | −23,170−30.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 53,881 | $1,821 萬 | 0.26% | +4,000+8.0% | 加碼 |
| HM Payson & Co | 53,724 | $1,816 萬 | 0.26% | −4,830−8.2% | 減碼 |
| Science & Technology Partners, L.P. | 53,700 | $1,815 萬 | 4.75% | +9,100+20.4% | 加碼 |
| Raub Brock Capital Management LP | 53,672 | $1,814 萬 | 4.59% | −39,664−42.5% | 減碼 |
| Credit Capital Investments LLC | 53,400 | $1,805 萬 | 16.38% | 00.0% | 不變 |
| Marathon Asset Mgmt Ltd | 53,256 | $1,803 萬 | 0.69% | +9,713+22.3% | 加碼 |
| Warther Private Wealth, LLC | 53,310 | $1,802 萬 | 4.22% | −16,751−23.9% | 減碼 |
| Annex Advisory Services, LLC | 53,111 | $1,795 萬 | 0.34% | −4,055−7.1% | 減碼 |
| DSG Capital Advisors, LLC | 53,110 | $1,795 萬 | 2.87% | +599+1.1% | 加碼 |
| Triavera Capital LLC | 52,896 | $1,788 萬 | 10.68% | −8,000−13.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 52,397 | $1,773 萬 | 0.42% | +39,514+306.7% | 加碼 |
| Benjamin Edwards Inc | 52,289 | $1,767 萬 | 0.18% | −90.0% | 減碼 |
| SummitTX Capital, L.P. | 52,220 | $1,765 萬 | 0.56% | −21,612−29.3% | 減碼 |
| Evergreen Capital Management LLC | 51,940 | $1,760 萬 | 0.38% | +147+0.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 52,044 | $1,759 萬 | 0.32% | −6,010−10.4% | 減碼 |
| Alphadyne Asset Management LP | 52,000 | $1,757 萬 | 2.30% | +52,000 | 新進 |
| Aaron Wealth Advisors | 51,599 | $1,744 萬 | 1.01% | +18,077+53.9% | 加碼 |
| Argent Trust Co | 51,530 | $1,741 萬 | 0.59% | +2,961+6.1% | 加碼 |
| RNC Capital Management LLC | 51,313 | $1,734 萬 | 0.76% | −662−1.3% | 減碼 |
| New Vernon Capital Holdings II LLC | 51,186 | $1,730 萬 | 12.76% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 50,825 | $1,718 萬 | 1.77% | +14,541+40.1% | 加碼 |
| J. Safra Sarasin Holding AG | 50,702 | $1,698 萬 | 0.29% | +127+0.3% | 加碼 |
| Vestor Capital, LLC | 50,227 | $1,697 萬 | 1.23% | +49,680+9,082.3% | 加碼 |
| BTG Pactual Asset Management US LLC | 50,148 | $1,695 萬 | 1.65% | −1,278−2.5% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 49,839 | $1,684 萬 | 1.35% | −15,700−24.0% | 減碼 |
| Farther Finance Advisors, LLC | 49,071 | $1,676 萬 | 0.16% | +3,318+7.3% | 加碼 |
| Oak Family Advisors, LLC | 49,426 | $1,670 萬 | 5.15% | −8,724−15.0% | 減碼 |
| Azimuth Capital Investment Management LLC | 48,947 | $1,654 萬 | 0.62% | −9,288−15.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 48,808 | $1,649 萬 | 0.30% | +18,026+58.6% | 加碼 |
| TCG Advisory Services, LLC | 48,800 | $1,649 萬 | 0.40% | +7,481+18.1% | 加碼 |
| Verdence Capital Advisors LLC | 48,577 | $1,642 萬 | 0.96% | +6,075+14.3% | 加碼 |
| SCS Capital Management LLC | 48,408 | $1,640 萬 | 0.17% | −5,033−9.4% | 減碼 |
| Summit Financial, LLC | 47,782 | $1,619 萬 | 0.21% | −50.0% | 減碼 |