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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2026/6/30 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
2026 年第 3 季的資料還在陸續進來，目前 17 家機構申報持有 TSM。看 2026 年第 3 季
- 持有機構
- 3,585
- 較 2026 年第 1 季 +345 家
- 持有股數
- 7.66 億
- 較 2026 年第 1 季 +413.2 萬 (+0.5%)
- 總市值
- $3,631 億
- 較 2026 年第 1 季 +$1,069 億 (+41.7%)
- 新進機構
- 454
- 另有 1,452 家加碼
- 清倉機構
- 109
- 另有 1,306 家減碼
另有 45 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 38,958 | $1,861 萬 | 1.23% | +281+0.7% | 加碼 |
| Roffman Miller Associates Inc | 39,024 | $1,864 萬 | 0.97% | +642+1.7% | 加碼 |
| Antipodes Partners Ltd | 39,222 | $1,873 萬 | 0.34% | −2,722−6.5% | 減碼 |
| Fortis Capital Management LLC | 39,358 | $1,880 萬 | 2.11% | +1,216+3.2% | 加碼 |
| Spinnaker Trust | 39,396 | $1,881 萬 | 0.91% | +700+1.8% | 加碼 |
| Integrated Wealth Concepts LLC | 39,811 | $1,901 萬 | 0.12% | −2,675−6.3% | 減碼 |
| N10 Assets, LLC | 40,081 | $1,914 萬 | 8.28% | +40,081 | 新進 |
| Gold Investment Management Ltd. | 40,200 | $1,920 萬 | 5.21% | −428−1.1% | 減碼 |
| Prospera Financial Services Inc | 40,262 | $1,924 萬 | 0.28% | −114−0.3% | 減碼 |
| RWC Asset Management LLP | 40,381 | $1,928 萬 | 0.73% | +7,453+22.6% | 加碼 |
| Ronald Blue Trust, Inc. | 40,425 | $1,931 萬 | 0.20% | −725−1.8% | 減碼 |
| N10 Wealth, LLC | 40,601 | $1,939 萬 | 6.88% | +40,601 | 新進 |
| Hamilton Wealth, LLC | 40,789 | $1,948 萬 | 3.57% | −912−2.2% | 減碼 |
| Aptus Capital Advisors, LLC | 40,959 | $1,956 萬 | 0.14% | −554−1.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 41,117 | $1,964 萬 | 0.20% | +3,824+10.3% | 加碼 |
| Castleark Management LLC | 41,210 | $1,968 萬 | 0.53% | 00.0% | 不變 |
| Palestra Capital Management LLC | 41,307 | $1,973 萬 | 0.67% | +41,307 | 新進 |
| Galvin, Gaustad & Stein, LLC | 41,350 | $1,975 萬 | 1.46% | −8,489−17.0% | 減碼 |
| JLB & Associates Inc | 41,380 | $1,976 萬 | 2.64% | +7,986+23.9% | 加碼 |
| Nutshell Asset Management Ltd | 41,440 | $1,979 萬 | 6.60% | +15,660+60.7% | 加碼 |
| Explore Capital Management, LLC | 41,532 | $1,983 萬 | 17.40% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 41,758 | $1,994 萬 | 3.52% | +403+1.0% | 加碼 |
| FourThought Financial Partners, LLC | 41,856 | $1,999 萬 | 1.54% | −1,864−4.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 41,876 | $2,000 萬 | 0.14% | −2,455−5.5% | 減碼 |
| Headland Capital, LLC | 42,120 | $2,012 萬 | 4.96% | −1,328−3.1% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 42,368 | $2,021 萬 | 1.62% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 42,758 | $2,042 萬 | 0.22% | +2,745+6.9% | 加碼 |
| Allen Capital Group, LLC | 42,764 | $2,042 萬 | 1.67% | −1,685−3.8% | 減碼 |
| Melqart Asset Management (UK) Ltd | 42,903 | $2,049 萬 | 1.95% | −73,567−63.2% | 減碼 |
| Armistice Capital, LLC | 43,492 | $2,077 萬 | 0.57% | −17,762−29.0% | 減碼 |
| MayTech Global Investments, LLC | 43,547 | $2,080 萬 | 2.31% | +43,547 | 新進 |
| M. Kulyk & Associates, LLC | 43,744 | $2,089 萬 | 3.41% | −11,683−21.1% | 減碼 |
| Arkadios Wealth Advisors | 43,938 | $2,098 萬 | 0.32% | +134+0.3% | 加碼 |
| Franchise GP Ltd | 44,040 | $2,103 萬 | 9.77% | −52,640−54.4% | 減碼 |
| MMBG Investment Advisors Co. | 43,990 | $2,105 萬 | 1.67% | −1,555−3.4% | 減碼 |
| Hiddenite Capital Partners LP | 44,200 | $2,111 萬 | 5.19% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 44,200 | $2,111 萬 | 1.69% | +44,200 | 新進 |
| Munich Reinsurance Co Stock Corp in Munich | 44,383 | $2,120 萬 | 0.46% | +2,651+6.4% | 加碼 |
| Unisphere Establishment | 44,500 | $2,125 萬 | 0.18% | −17,400−28.1% | 減碼 |
| Merit Financial Group, LLC | 44,535 | $2,127 萬 | 0.13% | −89−0.2% | 減碼 |
| Siren, L.L.C. | 44,700 | $2,135 萬 | 0.43% | +2,500+5.9% | 加碼 |
| Oak Family Advisors, LLC | 44,725 | $2,136 萬 | 6.17% | −4,701−9.5% | 減碼 |
| Atomi Financial Group, Inc. | 44,754 | $2,137 萬 | 0.56% | +942+2.2% | 加碼 |
| Nicholas Investment Partners, LP | 44,929 | $2,146 萬 | 1.21% | +3,867+9.4% | 加碼 |
| Ravenswood Partners LP | 44,966 | $2,147 萬 | 6.87% | −1,014−2.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 44,992 | $2,149 萬 | 0.53% | +3,173+7.6% | 加碼 |
| Kingdon Capital Management, L.L.C. | 45,000 | $2,149 萬 | 2.90% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 45,010 | $2,150 萬 | 2.18% | +101+0.2% | 加碼 |
| Ballentine Partners, LLC | 45,094 | $2,154 萬 | 0.26% | +2,566+6.0% | 加碼 |
| SNS Financial Group, LLC | 45,797 | $2,187 萬 | 0.42% | +44,179+2,730.5% | 加碼 |
| EP Wealth Advisors, LLC | 45,941 | $2,194 萬 | 0.08% | +12,699+38.2% | 加碼 |
| Copeland Capital Management, LLC | 45,975 | $2,196 萬 | 0.45% | −11,430−19.9% | 減碼 |
| Apollon Wealth Management, LLC | 46,019 | $2,198 萬 | 0.27% | +9,077+24.6% | 加碼 |
| Left Brain Wealth Management, LLC | 46,062 | $2,200 萬 | 6.63% | −211−0.5% | 減碼 |
| Westwood Holdings Group Inc. | 46,224 | $2,208 萬 | 0.17% | −16,488−26.3% | 減碼 |
| Pensionmark Financial Group, LLC | 62,505 | $2,213 萬 | 0.37% | −3,032−4.6% | 減碼 |
| Equitable Trust Co | 46,838 | $2,237 萬 | 0.93% | +1,489+3.3% | 加碼 |
| Warther Private Wealth, LLC | 47,110 | $2,250 萬 | 4.93% | −6,200−11.6% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 47,160 | $2,252 萬 | 8.68% | −38,000−44.6% | 減碼 |
| Natixis | 47,239 | $2,256 萬 | 0.11% | −26,778−36.2% | 減碼 |
| Cumberland Partners Ltd | 47,543 | $2,271 萬 | 1.47% | +10,120+27.0% | 加碼 |
| YHB Investment Advisors, Inc. | 47,776 | $2,282 萬 | 1.46% | +2,526+5.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 47,818 | $2,284 萬 | 0.77% | −1,129−2.3% | 減碼 |
| Fernbridge Capital Management LP | 47,847 | $2,285 萬 | 1.67% | +47,847 | 新進 |
| DSG Capital Advisors, LLC | 54,483 | $2,290 萬 | 3.25% | +1,373+2.6% | 加碼 |
| RiverFront Investment Group, LLC | 48,237 | $2,304 萬 | 0.30% | +44,707+1,266.5% | 加碼 |
| Aperture Investors, LLC | 48,314 | $2,307 萬 | 2.45% | +29,267+153.7% | 加碼 |
| Engineers Gate Manager LP | 48,346 | $2,309 萬 | 0.30% | +36,584+311.0% | 加碼 |
| Annex Advisory Services, LLC | 48,397 | $2,311 萬 | 0.39% | −4,714−8.9% | 減碼 |
| Verdence Capital Advisors LLC | 48,631 | $2,322 萬 | 1.22% | +54+0.1% | 加碼 |
| Alphadyne Asset Management LP | 48,719 | $2,327 萬 | 1.05% | −3,281−6.3% | 減碼 |
| SCS Capital Management LLC | 48,685 | $2,329 萬 | 0.22% | +277+0.6% | 加碼 |
| Americana Partners, LLC | 49,021 | $2,341 萬 | 0.53% | +3,743+8.3% | 加碼 |
| Callahan Advisors, LLC | 49,233 | $2,351 萬 | 1.77% | +7,856+19.0% | 加碼 |
| Summit Financial, LLC | 49,353 | $2,362 萬 | 0.26% | +1,571+3.3% | 加碼 |
| Henry James International Management, Inc. | 49,646 | $2,371 萬 | 7.10% | +1,956+4.1% | 加碼 |
| Berkley W R Corp | 49,700 | $2,374 萬 | 1.16% | +49,700 | 新進 |
| Equitable Holdings, Inc. | 49,735 | $2,375 萬 | 0.14% | +3,112+6.7% | 加碼 |
| Walter Public Investments Inc. | 49,789 | $2,378 萬 | 5.72% | −23,724−32.3% | 減碼 |
| Alight Capital Management LP | 50,000 | $2,388 萬 | 3.88% | +10,000+25.0% | 加碼 |
| DeepCurrents Investment Group LLC | 50,000 | $2,388 萬 | 0.82% | +50,000 | 新進 |
| RNC Capital Management LLC | 50,379 | $2,406 萬 | 0.99% | −934−1.8% | 減碼 |
| Argent Trust Co | 50,431 | $2,408 萬 | 0.70% | −1,099−2.1% | 減碼 |
| HB Wealth Management, LLC | 50,557 | $2,414 萬 | 0.14% | +5,021+11.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 50,568 | $2,415 萬 | 0.38% | +1,760+3.6% | 加碼 |
| GAM Holding AG | 50,641 | $2,418 萬 | 1.85% | +10,244+25.4% | 加碼 |
| New Vernon Capital Holdings II LLC | 51,186 | $2,444 萬 | 13.47% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 51,236 | $2,447 萬 | 0.65% | +4,097+8.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 51,370 | $2,449 萬 | 0.45% | −1,027−2.0% | 減碼 |
| Calamos Wealth Management LLC | 51,346 | $2,452 萬 | 0.74% | +3,572+7.5% | 加碼 |
| CBOE Vest Financial, LLC | 51,531 | $2,461 萬 | 0.26% | +17,928+53.4% | 加碼 |
| FACT Capital, LP | 51,891 | $2,478 萬 | 13.93% | −3,273−5.9% | 減碼 |
| Nicola Wealth Management Ltd. | 52,000 | $2,483 萬 | 2.86% | +5,000+10.6% | 加碼 |
| Parallel Advisors, LLC | 52,349 | $2,500 萬 | 0.38% | +8,107+18.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 57,667 | $2,520 萬 | 2.72% | −752−1.3% | 減碼 |
| Firetrail Investments Pty Ltd | 53,127 | $2,522 萬 | 7.11% | −21,200−28.5% | 減碼 |
| Benjamin Edwards Inc | 52,870 | $2,525 萬 | 0.23% | +581+1.1% | 加碼 |
| Evergreen Capital Management LLC | 52,814 | $2,527 萬 | 0.44% | +874+1.7% | 加碼 |
| Cat Rock Capital Management LP | 52,976 | $2,530 萬 | 5.87% | −9,200−14.8% | 減碼 |
| Credit Capital Investments LLC | 53,000 | $2,531 萬 | 14.49% | −400−0.7% | 減碼 |