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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,500,473 | $7.15 億 | 0.15% | −201,138−11.8% | 減碼 |
| Royal London Asset Management Ltd | 1,521,260 | $7.27 億 | 1.34% | −71,378−4.5% | 減碼 |
| AMF Pensionsforsakring AB | 1,555,194 | $7.43 億 | 4.40% | −77,544−4.7% | 減碼 |
| Deutsche Bank AG | 1,588,382 | $7.59 億 | 0.22% | −89,388−5.3% | 減碼 |
| Millennium Management LLC | 1,592,445 | $7.61 億 | 0.51% | −640,442−28.7% | 減碼 |
| Point72 Asset Management, L.P. | 1,603,897 | $7.66 億 | 1.17% | −253,910−13.7% | 減碼 |
| Bessemer Group Inc | 1,629,884 | $7.78 億 | 1.07% | −151,880−8.5% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 1,650,000 | $7.88 億 | 10.55% | +322,500+24.3% | 加碼 |
| Amundi | 1,657,486 | $7.92 億 | 0.19% | +84,038+5.3% | 加碼 |
| Saturna Capital CORP | 1,864,582 | $8.08 億 | 9.86% | −127,519−6.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,692,413 | $8.08 億 | 0.81% | +43,316+2.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,742,631 | $8.32 億 | 0.65% | +318,410+22.4% | 加碼 |
| 1832 Asset Management L.P. | 1,772,353 | $8.46 億 | 1.04% | −844,601−32.3% | 減碼 |
| Jones Financial Companies LLLP | 1,978,934 | $8.56 億 | 0.34% | +185,172+10.3% | 加碼 |
| Marshall Wace, LLP | 1,810,476 | $8.65 億 | 0.73% | −429,681−19.2% | 減碼 |
| National Bank of Canada | 1,860,966 | $8.88 億 | 0.78% | +111,909+6.4% | 加碼 |
| Hudson Bay Capital Management LP | 1,933,095 | $9.23 億 | 4.33% | +1,216,396+169.7% | 加碼 |
| Principal Financial Group Inc | 1,971,042 | $9.41 億 | 0.46% | +4,444+0.2% | 加碼 |
| Rafferty Asset Management, LLC | 2,004,572 | $9.57 億 | 2.18% | +1,054,499+111.0% | 加碼 |
| Stockbridge Partners LLC | 2,072,924 | $9.90 億 | 20.83% | −78,751−3.7% | 減碼 |
| HSBC Holdings PLC | 2,037,040 | $10.0 億 | 0.48% | −2,041,035−50.0% | 減碼 |
| SEI Investments Co | 2,124,629 | $10.1 億 | 0.90% | −466,881−18.0% | 減碼 |
| Nuveen, LLC | 2,134,689 | $10.2 億 | 0.24% | −282,726−11.7% | 減碼 |
| Soroban Capital Partners LP | 2,174,760 | $10.4 億 | 7.34% | +243,230+12.6% | 加碼 |
| LPL Financial LLC | 2,203,052 | $10.5 億 | 0.24% | +108,260+5.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,349,022 | $11.2 億 | 0.88% | −47,922−2.0% | 減碼 |
| Voya Investment Management LLC | 2,456,558 | $11.7 億 | 1.01% | −270,187−9.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,474,456 | $11.8 億 | 0.62% | +923,930+59.6% | 加碼 |
| Natixis Advisors, L.P. | 2,486,724 | $11.9 億 | 1.34% | +156,625+6.7% | 加碼 |
| Fayez Sarofim & Co | 2,543,520 | $12.1 億 | 2.86% | −4,243−0.2% | 減碼 |
| Situational Awareness LP | 2,649,035 | $12.7 億 | 6.27% | +2,626,612+11,713.9% | 加碼 |
| Nomura Asset Management International Inc. | 2,657,044 | $12.7 億 | 1.91% | −35,799−1.3% | 減碼 |
| Raymond James Financial Inc | 2,757,378 | $13.2 億 | 0.36% | +79,396+3.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,818,252 | $13.5 億 | 0.60% | +1,671,544+145.8% | 加碼 |
| Harding Loevner LP | 2,884,195 | $13.5 億 | 12.68% | −616,874−17.6% | 減碼 |
| Lazard Asset Management LLC | 3,014,900 | $14.4 億 | 2.18% | +65,772+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,107,543 | $14.8 億 | 0.27% | −4,703−0.2% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 3,168,097 | $15.1 億 | 4.31% | −1,297,030−29.0% | 減碼 |
| Barclays PLC | 3,292,893 | $15.7 億 | 0.50% | −501,394−13.2% | 減碼 |
| Citigroup Inc | 3,347,667 | $16.0 億 | 0.74% | +551,171+19.7% | 加碼 |
| Fiera Capital Corp | 3,375,249 | $16.1 億 | 5.85% | −1,834,785−35.2% | 減碼 |
| Alkeon Capital Management LLC | 3,536,218 | $16.9 億 | 6.51% | −1,885,450−34.8% | 減碼 |
| Invesco Ltd. | 3,564,033 | $17.0 億 | 0.13% | −422,782−10.6% | 減碼 |
| Russell Investments Group, Ltd. | 3,605,892 | $17.2 億 | 1.51% | −170,116−4.5% | 減碼 |
| First Eagle Investment Management, LLC | 3,745,597 | $17.9 億 | 2.94% | −156,540−4.0% | 減碼 |
| Envestnet Asset Management Inc | 3,761,965 | $18.0 億 | 0.42% | −57,083−1.5% | 減碼 |
| Sands Capital Management, LLC | 3,925,440 | $18.7 億 | 6.96% | −1,937,245−33.0% | 減碼 |
| UBS Asset Management Americas Inc | 4,032,346 | $19.3 億 | 0.35% | −68,044−1.7% | 減碼 |
| Eagle Capital Management LLC | 4,423,550 | $21.1 億 | 6.45% | −454,725−9.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 4,881,008 | $23.3 億 | 9.72% | −684,066−12.3% | 減碼 |
| Clearbridge Investments, LLC | 4,900,192 | $23.4 億 | 1.94% | +153,231+3.2% | 加碼 |
| Susquehanna International Group, LLP | 4,935,357 | $23.6 億 | 2.09% | +1,045,297+26.9% | 加碼 |
| William Blair Investment Management, LLC | 4,936,408 | $23.6 億 | 7.09% | −581,852−10.5% | 減碼 |
| StonePine Asset Management Inc. | 4,959,994 | $23.7 億 | 14.63% | −328,485−6.2% | 減碼 |
| Wells Fargo & Company | 4,964,720 | $23.7 億 | 0.41% | +315,762+6.8% | 加碼 |
| Alliancebernstein L.P. | 7,029,705 | $23.8 億 | 0.84% | −1,453,177−17.1% | 減碼 |
| Ameriprise Financial Inc | 5,080,898 | $24.3 億 | 0.49% | +516,557+11.3% | 加碼 |
| Schroder Investment Management Group | 5,755,556 | $27.5 億 | 1.95% | −208,613−3.5% | 減碼 |
| Brown Advisory Inc | 5,976,344 | $28.5 億 | 4.42% | −164,451−2.7% | 減碼 |
| Northern Trust Corp | 6,184,369 | $29.5 億 | 0.34% | −324,678−5.0% | 減碼 |
| American Century Companies Inc | 6,223,473 | $29.7 億 | 1.31% | −125,513−2.0% | 減碼 |
| Wellington Management Group LLP | 6,383,164 | $30.5 億 | 0.53% | −1,213,999−16.0% | 減碼 |
| Royal Bank of Canada | 6,388,408 | $30.5 億 | 0.52% | +95,123+1.5% | 加碼 |
| Franklin Resources Inc | 7,011,592 | $33.5 億 | 0.72% | −315,601−4.3% | 減碼 |
| Bank of New York Mellon Corp | 7,812,021 | $37.3 億 | 0.61% | −1,384,433−15.1% | 減碼 |
| Jupiter Topco LLC | 8,008,470 | $38.2 億 | 1.56% | +8,008,470 | 新進 |
| WCM Investment Management, LLC | 9,261,509 | $42.1 億 | 7.64% | −66,083−0.7% | 減碼 |
| Coatue Management LLC大師Coatue | 8,914,995 | $42.6 億 | 8.76% | −368,552−4.0% | 減碼 |
| UBS Group AG | 9,567,964 | $45.7 億 | 0.73% | −1,439,233−13.1% | 減碼 |
| Massachusetts Financial Services Co | 9,510,209 | $47.3 億 | 1.51% | −167,646−1.7% | 減碼 |
| Capital Research Global Investors | 10,474,198 | $50.0 億 | 0.70% | +484,526+4.9% | 加碼 |
| Jennison Associates LLC | 10,687,770 | $51.0 億 | 3.06% | −1,334,055−11.1% | 減碼 |
| Price T Rowe Associates Inc | 11,320,845 | $54.1 億 | 0.54% | +3,160,741+38.7% | 加碼 |
| Capital International Investors | 11,676,869 | $55.4 億 | 1.15% | +370,216+3.3% | 加碼 |
| Bank of America Corp | 15,282,620 | $73.0 億 | 0.47% | +1,174,849+8.3% | 加碼 |
| Morgan Stanley | 15,847,816 | $75.7 億 | 0.40% | +1,080,136+7.3% | 加碼 |
| Goldman Sachs Group Inc | 16,125,333 | $77.0 億 | 0.81% | +6,723,739+71.5% | 加碼 |
| Van Eck Associates Corp | 17,210,604 | $82.2 億 | 5.01% | −2,051,400−10.6% | 減碼 |
| Fisher Asset Management, LLC | 18,866,198 | $90.1 億 | 2.68% | +248,507+1.3% | 加碼 |
| BlackRock, Inc. | 20,112,852 | $96.1 億 | 0.14% | +1,888,666+10.4% | 加碼 |
| JPMorgan Chase & Co | 23,829,286 | $108.4 億 | 0.63% | −155,356−0.6% | 減碼 |
| Sanders Capital, LLC | 26,149,064 | $124.9 億 | 12.51% | −1,911,028−6.8% | 減碼 |
| Capital World Investors | 34,372,274 | $164.1 億 | 1.94% | +1,485,337+4.5% | 加碼 |
| FMR LLC | 58,937,551 | $281.5 億 | 1.22% | −1,455,639−2.4% | 減碼 |
| Turim 21 Investimentos Ltda. | 26 | – | – | 00.0% | 不變 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −421,673−100.0% | 清倉 |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −408,679−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −328,600−100.0% | 清倉 |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −328,000−100.0% | 清倉 |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −218,101−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −172,475−100.0% | 清倉 |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −154,565−100.0% | 清倉 |
| H&H International Investment, LLC大師H&H 國際投資 | 0 | $0 | 0.00% | −151,200−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −150,814−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −120,692−100.0% | 清倉 |
| E20 Capital Ltd | 0 | $0 | 0.00% | −113,247−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −94,132−100.0% | 清倉 |
| BWCP, LP | 0 | $0 | 0.00% | −73,218−100.0% | 清倉 |
| Night Squared LP | 0 | $0 | 0.00% | −64,977−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −56,261−100.0% | 清倉 |