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 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
- 持有機構
- 3,586
- 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 1,453 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 | 3,586 | $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 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 |
|---|---|---|---|---|---|
| Sarasin & Partners LLP | 529,518 | $2.53 億 | 2.96% | +332,404+168.6% | 加碼 |
| Keywise Capital Management (HK) Ltd | 528,600 | $2.52 億 | 36.35% | −102,830−16.3% | 減碼 |
| Citadel Advisors LLC | 525,939 | $2.51 億 | 0.14% | −3,509,823−87.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 522,158 | $2.49 億 | 3.27% | −1600.0% | 減碼 |
| Mariner, LLC | 521,480 | $2.49 億 | 0.26% | −42,329−7.5% | 減碼 |
| Aviva PLC | 516,834 | $2.47 億 | 0.36% | +13,097+2.6% | 加碼 |
| Westfield Capital Management Co LP | 510,999 | $2.44 億 | 0.80% | +17,495+3.5% | 加碼 |
| Kames Capital plc | 507,542 | $2.42 億 | 2.58% | −27,361−5.1% | 減碼 |
| Clark Capital Management Group, Inc. | 505,628 | $2.41 億 | 1.32% | +7,390+1.5% | 加碼 |
| Polen Capital Management LLC | 501,210 | $2.39 億 | 2.06% | +326,524+186.9% | 加碼 |
| XN LP | 498,690 | $2.38 億 | 6.27% | −72,388−12.7% | 減碼 |
| Perseverance Asset Management International | 498,500 | $2.38 億 | 24.36% | +51,995+11.6% | 加碼 |
| Advisor Group Holdings, Inc. | 491,974 | $2.35 億 | 0.28% | +45,231+10.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 489,910 | $2.34 億 | 1.50% | −408,182−45.4% | 減碼 |
| Union Bancaire Privee, UBP SA | 550,730 | $2.34 億 | 3.61% | −73,112−11.7% | 減碼 |
| Loomis Sayles & Co L P | 486,273 | $2.32 億 | 0.29% | −167,825−25.7% | 減碼 |
| Milford Funds Ltd | 484,461 | $2.31 億 | 3.77% | −157,362−24.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 483,590 | $2.31 億 | 2.04% | −26,795−5.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 482,286 | $2.30 億 | 1.50% | −145,418−23.2% | 減碼 |
| Mairs & Power Inc | 476,245 | $2.27 億 | 2.09% | −10,008−2.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 464,509 | $2.22 億 | 1.92% | −31,693−6.4% | 減碼 |
| La Banque Postale Asset Management SA | 463,710 | $2.21 億 | 2.21% | −39,317−7.8% | 減碼 |
| Third Point LLC大師第三點資本 | 460,000 | $2.20 億 | 4.72% | +185,000+67.3% | 加碼 |
| Balyasny Asset Management LLC | 459,643 | $2.20 億 | 0.40% | +217,323+89.7% | 加碼 |
| Vident Advisory, LLC | 457,045 | $2.18 億 | 1.62% | −12,004−2.6% | 減碼 |
| WT Asset Management Ltd | 456,906 | $2.18 億 | 4.32% | +456,906 | 新進 |
| Epoch Investment Partners, Inc. | 456,810 | $2.18 億 | 1.24% | −37,545−7.6% | 減碼 |
| Tairen Capital Ltd | 452,800 | $2.16 億 | 19.10% | +290,160+178.4% | 加碼 |
| M&G Plc | 451,917 | $2.16 億 | 1.07% | +90,108+24.9% | 加碼 |
| Cookson Peirce & Co Inc | 450,703 | $2.15 億 | 7.09% | −1,288−0.3% | 減碼 |
| MML Investors Services, LLC | 447,169 | $2.14 億 | 0.44% | +70,948+18.9% | 加碼 |
| Samlyn Capital, LLC | 440,842 | $2.11 億 | 3.49% | −8,719−1.9% | 減碼 |
| Intermede Investment Partners Ltd | 494,195 | $2.10 億 | 8.86% | −18,057−3.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 437,543 | $2.09 億 | 0.12% | +61,676+16.4% | 加碼 |
| DJE Kapital AG | 438,732 | $2.09 億 | 3.93% | +74,793+20.6% | 加碼 |
| BlueSpruce Investments, LP | 434,582 | $2.08 億 | 31.91% | +113,086+35.2% | 加碼 |
| Janney Montgomery Scott LLC | 425,753 | $2.03 億 | 0.39% | +1,818+0.4% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 418,030 | $2.00 億 | 0.90% | −40.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 422,549 | $1.98 億 | 4.71% | +74,334+21.3% | 加碼 |
| Carrhae Capital LLP | 414,556 | $1.98 億 | 13.05% | −144,324−25.8% | 減碼 |
| Fundsmith Investment Services Ltd. | 411,476 | $1.97 億 | 4.35% | +408,623+14,322.6% | 加碼 |
| E Fund Management Co., Ltd. | 410,569 | $1.96 億 | 4.40% | −110,504−21.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 399,158 | $1.91 億 | 0.89% | −10,212−2.5% | 減碼 |
| Quantinno Capital Management LP | 393,733 | $1.88 億 | 0.23% | +116,720+42.1% | 加碼 |
| iA Global Asset Management Inc. | 392,013 | $1.87 億 | 2.22% | +155,253+65.6% | 加碼 |
| Handelsbanken Fonder AB | 389,578 | $1.86 億 | 0.53% | −154,822−28.4% | 減碼 |
| Flossbach Von Storch AG | 386,030 | $1.84 億 | 0.83% | +157,756+69.1% | 加碼 |
| Chicago Capital, LLC | 385,407 | $1.84 億 | 4.43% | −6,266−1.6% | 減碼 |
| TD Asset Management Inc | 383,540 | $1.83 億 | 0.16% | −200,736−34.4% | 減碼 |
| AustralianSuper Pty Ltd | 381,083 | $1.82 億 | 0.79% | −51,153−11.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 372,800 | $1.78 億 | 0.94% | +8,200+2.2% | 加碼 |
| Squarepoint Ops LLC | 369,961 | $1.77 億 | 0.34% | +223,106+151.9% | 加碼 |
| US Bancorp | 363,753 | $1.74 億 | 0.19% | −1,872−0.5% | 減碼 |
| Susquehanna Advisors Group, Inc. | 363,200 | $1.73 億 | 4.77% | +39,700+12.3% | 加碼 |
| Montrusco Bolton Investments Inc. | 362,899 | $1.73 億 | 2.68% | −147,343−28.9% | 減碼 |
| Scotia Capital Inc. | 360,890 | $1.72 億 | 0.64% | −7,104−1.9% | 減碼 |
| Banque Pictet & Cie SA | 360,580 | $1.72 億 | 1.77% | −7,329−2.0% | 減碼 |
| Parnassus Investments | 359,694 | $1.72 億 | 0.46% | −27,199−7.0% | 減碼 |
| Huntington National Bank | 359,158 | $1.72 億 | 0.83% | +28,885+8.7% | 加碼 |
| Tredje AP-fonden | 356,521 | $1.70 億 | 0.77% | +32,200+9.9% | 加碼 |
| Johnson Investment Counsel Inc | 347,119 | $1.66 億 | 1.21% | −11,884−3.3% | 減碼 |
| Magellan Asset Management Ltd | 344,465 | $1.65 億 | 3.68% | −833,543−70.8% | 減碼 |
| BIT Capital GmbH | 343,221 | $1.64 億 | 5.62% | +7,942+2.4% | 加碼 |
| Pictet Asset Management Holding SA | 337,162 | $1.61 億 | 0.15% | −85,419−20.2% | 減碼 |
| Daiwa Securities Group Inc. | 336,289 | $1.61 億 | 0.36% | +219,957+189.1% | 加碼 |
| M&T Bank Corp | 333,468 | $1.59 億 | 0.47% | +1,272+0.4% | 加碼 |
| Strategy Capital LLC | 331,597 | $1.58 億 | 9.76% | −9,774−2.9% | 減碼 |
| North of South Capital LLP | 330,957 | $1.58 億 | 11.63% | −76,420−18.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 329,546 | $1.57 億 | 0.35% | −44,965−12.0% | 減碼 |
| CI Private Wealth, LLC | 325,979 | $1.56 億 | 0.22% | −26,316−7.5% | 減碼 |
| Commonwealth Equity Services, LLC | 325,498 | $1.55 億 | 0.20% | −17,966−5.2% | 減碼 |
| Kinetic Partners Management, LP | 323,254 | $1.54 億 | 3.69% | −25,000−7.2% | 減碼 |
| Qube Research & Technologies Ltd | 320,389 | $1.53 億 | 0.17% | −331,389−50.8% | 減碼 |
| Nomura Asset Management Co Ltd | 317,806 | $1.52 億 | 0.32% | +32,934+11.6% | 加碼 |
| Factory Mutual Insurance Co | 316,675 | $1.51 億 | 1.42% | −11,800−3.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 310,466 | $1.48 億 | 0.45% | −17,239−5.3% | 減碼 |
| EFG International AG | 310,962 | $1.48 億 | 2.71% | −14,173−4.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 309,088 | $1.48 億 | 4.93% | +4,507+1.5% | 加碼 |
| Exor Capital LLP | 308,743 | $1.47 億 | 3.17% | +31,516+11.4% | 加碼 |
| Suvretta Capital Management, LLC | 304,627 | $1.45 億 | 3.06% | +5,920+2.0% | 加碼 |
| Rhumbline Advisers | 303,435 | $1.45 億 | 0.11% | +21,140+7.5% | 加碼 |
| Abn Amro Investment Solutions | 300,346 | $1.43 億 | 1.24% | −106,299−26.1% | 減碼 |
| Spear Holdings RSC Ltd | 298,758 | $1.43 億 | 8.50% | +58,223+24.2% | 加碼 |
| PEAK6 LLC | 298,755 | $1.43 億 | 3.47% | −93,718−23.9% | 減碼 |
| PBCay One RSC Ltd | 298,632 | $1.43 億 | 8.50% | +58,100+24.2% | 加碼 |
| Danske Bank A/S | 296,647 | $1.42 億 | 0.28% | −2,930−1.0% | 減碼 |
| Analog Century Management LP | 296,487 | $1.42 億 | 5.18% | −6,398−2.1% | 減碼 |
| Stony Point Capital LLC | 296,263 | $1.41 億 | 9.24% | +9,536+3.3% | 加碼 |
| Perpetual Ltd | 294,694 | $1.41 億 | 2.01% | −37,566−11.3% | 減碼 |
| Advent International Corp | 292,875 | $1.40 億 | 0.79% | −51,000−14.8% | 減碼 |
| Capital Fund Management S.A. | 290,034 | $1.39 億 | 0.99% | −239,618−45.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 287,452 | $1.37 億 | 0.31% | +15,013+5.5% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 276,275 | $1.32 億 | 5.00% | −840−0.3% | 減碼 |
| HRT Financial LP | 274,639 | $1.31 億 | 0.24% | +274,639 | 新進 |
| Summitry LLC | 274,507 | $1.31 億 | 4.31% | −256,377−48.3% | 減碼 |
| McDaniel Terry & Co | 273,518 | $1.31 億 | 10.21% | −1,631−0.6% | 減碼 |
| Diamond Hill Capital Management Inc | 268,857 | $1.28 億 | 1.03% | −27,122−9.2% | 減碼 |
| National Philanthropic Trust | 267,676 | $1.28 億 | 1.85% | +960.0% | 加碼 |
| Raiffeisen Bank International AG | 280,082 | $1.27 億 | 1.50% | −28,267−9.2% | 減碼 |
| Pictet & Cie (Europe) SA | 266,874 | $1.27 億 | 2.49% | −20,771−7.2% | 減碼 |