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 33 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 597,043 | $2.85 億 | 0.49% | +40,466+7.3% | 加碼 |
| Federated Hermes, Inc. | 597,256 | $2.85 億 | 0.41% | −109,925−15.5% | 減碼 |
| Jane Street Group, LLC | 602,697 | $2.88 億 | 0.18% | −120,830−16.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 605,672 | $2.89 億 | 1.30% | −49,988−7.6% | 減碼 |
| Truist Financial Corp | 611,030 | $2.92 億 | 0.35% | +47,370+8.4% | 加碼 |
| ARGA Investment Management, LP | 611,651 | $2.92 億 | 7.45% | −10,004−1.6% | 減碼 |
| Agf Management Ltd | 624,253 | $2.98 億 | 1.16% | +138,614+28.5% | 加碼 |
| Geode Capital Management, LLC | 626,103 | $2.99 億 | 0.02% | −139,273−18.2% | 減碼 |
| Anther Capital Ltd | 634,447 | $3.03 億 | 7.76% | −123,478−16.3% | 減碼 |
| Cerity Partners LLC | 638,639 | $3.05 億 | 0.37% | +14,469+2.3% | 加碼 |
| Allen Investment Management LLC | 642,057 | $3.07 億 | 3.64% | +304,891+90.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 649,774 | $3.10 億 | 1.07% | −55,741−7.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 653,800 | $3.12 億 | 1.57% | +331+0.1% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 662,678 | $3.16 億 | 8.48% | −60,621−8.4% | 減碼 |
| Alphinity Investment Management Pty Ltd | 662,245 | $3.16 億 | 5.27% | −273,253−29.2% | 減碼 |
| Prime Capital Management Co Ltd | 663,808 | $3.17 億 | 25.32% | 00.0% | 不變 |
| Bamco Inc | 667,698 | $3.19 億 | 0.48% | +31,431+4.9% | 加碼 |
| Credit Agricole S A | 671,408 | $3.21 億 | 0.81% | −13,137−1.9% | 減碼 |
| DnB Asset Management AS | 683,962 | $3.26 億 | 0.91% | +448,578+190.6% | 加碼 |
| First Trust Advisors LP | 703,432 | $3.36 億 | 0.20% | +185,068+35.7% | 加碼 |
| Locust Wood Capital Advisers, LLC | 705,818 | $3.37 億 | 8.16% | −46,093−6.1% | 減碼 |
| Longview Partners (Guernsey) LTD | 706,120 | $3.37 億 | 5.48% | −143,620−16.9% | 減碼 |
| Creative Planning | 707,850 | $3.38 億 | 0.20% | +69,334+10.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 711,757 | $3.40 億 | 3.07% | −525,601−42.5% | 減碼 |
| Canoe Financial LP | 720,570 | $3.44 億 | 4.26% | −144,200−16.7% | 減碼 |
| Harvard Management Co Inc | 732,022 | $3.50 億 | 8.20% | +45,226+6.6% | 加碼 |
| New York State Common Retirement Fund | 739,821 | $3.53 億 | 0.45% | −14,463−1.9% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 751,939 | $3.59 億 | 1.40% | +1,000+0.1% | 加碼 |
| Cetera Investment Advisers | 754,685 | $3.60 億 | 0.33% | +22,076+3.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 758,028 | $3.62 億 | 0.24% | +47,272+6.7% | 加碼 |
| Thornburg Investment Management Inc | 764,867 | $3.65 億 | 3.49% | +63,515+9.1% | 加碼 |
| Vontobel Holding Ltd. | 769,805 | $3.68 億 | 1.23% | −352,374−31.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 773,051 | $3.69 億 | 0.23% | −2,285,747−74.7% | 減碼 |
| Public Employees Retirement System of Ohio | 790,751 | $3.78 億 | 1.11% | −40,917−4.9% | 減碼 |
| HighTower Advisors, LLC | 808,348 | $3.86 億 | 0.37% | +4,587+0.6% | 加碼 |
| Noked Israel Ltd | 825,650 | $3.94 億 | 40.65% | −84,700−9.3% | 減碼 |
| Empowered Funds, LLC | 835,931 | $3.99 億 | 2.10% | +649,517+348.4% | 加碼 |
| Meitav Dash Investments Ltd | 841,661 | $4.02 億 | 2.70% | +841,661 | 新進 |
| CIBC Bancorp USA Inc. | 846,379 | $4.04 億 | 0.50% | +101,930+13.7% | 加碼 |
| Renaissance Technologies LLC | 849,080 | $4.05 億 | 0.56% | +281,120+49.5% | 加碼 |
| Ci Investments Inc. | 851,361 | $4.07 億 | 1.31% | −26,393−3.0% | 減碼 |
| GQG Partners LLC | 866,910 | $4.14 億 | 0.77% | +690,093+390.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $4.19 億 | 0.71% | 00.0% | 不變 |
| Great West Life Assurance Co | 891,025 | $4.24 億 | 0.68% | −123,601−12.2% | 減碼 |
| Axiom Investors LLC | 899,501 | $4.30 億 | 3.72% | +41,591+4.8% | 加碼 |
| Bank of Montreal | 907,778 | $4.34 億 | 0.16% | +7,721+0.9% | 加碼 |
| SurgoCap Partners LP | 908,064 | $4.34 億 | 14.02% | −200,009−18.1% | 減碼 |
| State Street Corp | 922,710 | $4.41 億 | 0.01% | −11,788−1.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 996,829 | $4.43 億 | 0.68% | −115,866−10.4% | 減碼 |
| Trinity Street Asset Management LLP | 930,851 | $4.45 億 | 22.89% | +30,840+3.4% | 加碼 |
| Baird Financial Group, Inc. | 945,101 | $4.51 億 | 0.62% | +11,545+1.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 967,683 | $4.58 億 | 1.19% | +498,866+106.4% | 加碼 |
| Baillie Gifford & Co | 960,732 | $4.59 億 | 0.42% | −321,518−25.1% | 減碼 |
| Rockefeller Capital Management L.P. | 960,273 | $4.59 億 | 0.70% | +13,966+1.5% | 加碼 |
| Voyager Global Management LP | 975,000 | $4.66 億 | 12.82% | −175,000−15.2% | 減碼 |
| Driehaus Capital Management LLC | 984,500 | $4.70 億 | 2.72% | −280,390−22.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 1,007,480 | $4.81 億 | 2.88% | +1,006,800+148,058.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,009,852 | $4.82 億 | 0.57% | +126,901+14.4% | 加碼 |
| Comgest Global Investors S.A.S. | 1,010,486 | $4.83 億 | 10.62% | −270,086−21.1% | 減碼 |
| Select Equity Group, L.P. | 1,024,189 | $4.89 億 | 2.59% | −3,737−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,026,992 | $4.90 億 | 0.64% | +1,026,992 | 新進 |
| Allianz Asset Management GmbH | 1,061,906 | $5.07 億 | 0.47% | −105,388−9.0% | 減碼 |
| Victory Capital Management Inc | 1,065,259 | $5.09 億 | 0.29% | +52,864+5.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,066,627 | $5.09 億 | 0.25% | +12,786+1.2% | 加碼 |
| State of Tennessee, Treasury Department | 1,070,212 | $5.11 億 | 1.52% | +4,000+0.4% | 加碼 |
| London & Capital Asset Management Ltd | 1,082,574 | $5.16 億 | 4.73% | +14,535+1.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,082,496 | $5.17 億 | 0.99% | +962,904+805.2% | 加碼 |
| Walleye Trading LLC | 1,090,437 | $5.21 億 | 7.25% | +600,588+122.6% | 加碼 |
| Rathbone Brothers plc | 1,098,992 | $5.25 億 | 1.93% | +72,935+7.1% | 加碼 |
| Man Group plc | 1,103,279 | $5.27 億 | 0.96% | −3,674−0.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,106,266 | $5.28 億 | 0.65% | +196,268+21.6% | 加碼 |
| Himension Fund | 1,109,430 | $5.30 億 | 32.50% | −29,821−2.6% | 減碼 |
| Kempen Capital Management N.V. | 1,126,067 | $5.38 億 | 4.11% | +173,445+18.2% | 加碼 |
| Toroso Investments, LLC | 1,127,237 | $5.38 億 | 1.31% | +113,969+11.2% | 加碼 |
| Mirova US LLC | 1,137,112 | $5.43 億 | 5.84% | −144,438−11.3% | 減碼 |
| Fundsmith LLP大師Fundsmith | 1,148,449 | $5.48 億 | 4.02% | +1,148,449 | 新進 |
| IMC-Chicago, LLC | 1,149,192 | $5.49 億 | 5.04% | +528,748+85.2% | 加碼 |
| Phoenix Holdings Ltd. | 1,157,635 | $5.53 億 | 3.78% | +1,103,243+2,028.3% | 加碼 |
| CIBC World Markets Inc. | 1,164,466 | $5.56 億 | 0.94% | −25,671−2.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,171,436 | $5.59 億 | 1.06% | +321,797+37.9% | 加碼 |
| Stifel Financial Corp | 1,171,567 | $5.60 億 | 0.47% | +68,303+6.2% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,172,725 | $5.60 億 | 8.71% | −35,694−3.0% | 減碼 |
| Artisan Partners Limited Partnership | 1,176,856 | $5.62 億 | 0.92% | −15,301−1.3% | 減碼 |
| Lord, Abbett & Co. LLC | 1,232,733 | $5.89 億 | 1.68% | −32,356−2.6% | 減碼 |
| Neuberger Berman Group LLC | 1,262,210 | $6.02 億 | 0.40% | −10,641−0.8% | 減碼 |
| Sculptor Capital LP | 1,290,000 | $6.16 億 | 6.38% | +967,000+299.4% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 1,297,712 | $6.20 億 | 9.99% | +937,772+260.5% | 加碼 |
| FIL Ltd | 1,303,412 | $6.22 億 | 0.45% | −199,369−13.3% | 減碼 |
| Windacre Partnership LLC | 1,318,000 | $6.29 億 | 6.22% | −903,100−40.7% | 減碼 |
| Life Cycle Investment Partners Ltd | 1,329,941 | $6.35 億 | 2.96% | −333,338−20.0% | 減碼 |
| Tudor Investment Corp Et Al | 1,369,304 | $6.54 億 | 2.70% | +1,058,357+340.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,386,385 | $6.62 億 | 3.22% | −4,074−0.3% | 減碼 |
| Bahl & Gaynor Inc | 1,405,699 | $6.71 億 | 3.10% | +50,141+3.7% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,429,355 | $6.83 億 | 6.94% | +63,680+4.7% | 加碼 |
| Swedbank AB | 1,438,520 | $6.87 億 | 0.59% | +20,374+1.4% | 加碼 |
| Dodge & Cox | 1,440,767 | $6.88 億 | 0.36% | +1,332,967+1,236.5% | 加碼 |
| Altshuler Shaham Ltd | 1,446,478 | $6.91 億 | 8.60% | +3,066+0.2% | 加碼 |
| Ninety One UK Ltd | 1,470,148 | $7.02 億 | 1.57% | −107,020−6.8% | 減碼 |
| Optiver Holding B.V. | 1,471,191 | $7.03 億 | 10.07% | +184,930+14.4% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,475,803 | $7.05 億 | 29.00% | +140,117+10.5% | 加碼 |