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 |
|---|---|---|---|---|---|
| Wedgewood Partners Inc | 105,499 | $5,038 萬 | 10.40% | −23,854−18.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 105,451 | $5,036 萬 | 0.66% | −4,112−3.8% | 減碼 |
| Sirios Capital Management L P | 105,244 | $5,026 萬 | 6.11% | −7,020−6.3% | 減碼 |
| Moran Wealth Management, LLC | 103,313 | $4,934 萬 | 1.35% | −19,632−16.0% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 101,242 | $4,835 萬 | 0.30% | −1,288,288−92.7% | 減碼 |
| Flputnam Investment Management Co | 101,087 | $4,828 萬 | 0.58% | +28,754+39.8% | 加碼 |
| Scopus Asset Management, L.P. | 101,000 | $4,823 萬 | 1.14% | −43,465−30.1% | 減碼 |
| Ethic Inc. | 100,553 | $4,802 萬 | 0.60% | +14,569+16.9% | 加碼 |
| Trust Co of Vermont | 100,462 | $4,798 萬 | 1.79% | +100,462 | 新進 |
| Telemark Asset Management, LLC | 100,000 | $4,776 萬 | 3.45% | 00.0% | 不變 |
| Torno Capital, LLC | 100,000 | $4,776 萬 | 3.29% | +100,000 | 新進 |
| Clear Street Group Inc. | 99,065 | $4,774 萬 | 0.15% | +37,458+60.8% | 加碼 |
| Dnca Finance | 99,660 | $4,759 萬 | 2.31% | +9,246+10.2% | 加碼 |
| Moore Capital Management, LP | 99,587 | $4,756 萬 | 1.08% | −69,333−41.0% | 減碼 |
| Matthew 25 Management Corp | 99,000 | $4,728 萬 | 13.69% | +1,000+1.0% | 加碼 |
| Ninety One North America, Inc. | 98,931 | $4,725 萬 | 2.21% | −81,812−45.3% | 減碼 |
| Independent Financial Group, LLC | 98,811 | $4,719 萬 | 0.88% | +9,776+11.0% | 加碼 |
| Princeton Global Asset Management LLC | 98,482 | $4,703 萬 | 6.74% | +1,122+1.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 98,182 | $4,689 萬 | 2.25% | +1,312+1.4% | 加碼 |
| First Long Island Investors, LLC | 98,125 | $4,686 萬 | 3.32% | −18,953−16.2% | 減碼 |
| NewEdge Wealth, LLC | 96,452 | $4,606 萬 | 0.46% | +2,426+2.6% | 加碼 |
| Quadrant Capital Group LLC | 96,427 | $4,605 萬 | 1.26% | −4,226−4.2% | 減碼 |
| Farmers & Merchants Investments Inc | 95,452 | $4,559 萬 | 1.10% | +2,076+2.2% | 加碼 |
| Steadfast Capital Management LP | 94,517 | $4,514 萬 | 1.38% | −153,000−61.8% | 減碼 |
| Manchester Global Management (UK) Ltd | 94,275 | $4,502 萬 | 4.97% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 93,806 | $4,480 萬 | 0.00% | +58,445+165.3% | 加碼 |
| Naples Global Advisors, LLC | 93,518 | $4,475 萬 | 2.76% | −2,933−3.0% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $4,468 萬 | 1.69% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 93,243 | $4,453 萬 | 0.12% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 92,038 | $4,395 萬 | 0.41% | −7,598−7.6% | 減碼 |
| Diversify Wealth Management, LLC | 109,964 | $4,389 萬 | 0.74% | −12,450−10.2% | 減碼 |
| Diversify Advisory Services, LLC | 109,964 | $4,389 萬 | 0.74% | +33,983+44.7% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 90,932 | $4,343 萬 | 3.95% | +6,540+7.7% | 加碼 |
| Sustainable Growth Advisers, LP | 90,462 | $4,320 萬 | 0.42% | −39,793−30.6% | 減碼 |
| Titan Investment Solutions Ltd | 90,448 | $4,320 萬 | 4.83% | −35,170−28.0% | 減碼 |
| Cabot Wealth Management Inc | 90,332 | $4,314 萬 | 4.39% | −3,792−4.0% | 減碼 |
| Advisory Services Network, LLC | 90,309 | $4,313 萬 | 0.49% | +2,746+3.1% | 加碼 |
| Sora Investors LLC | 90,051 | $4,301 萬 | 3.30% | +74,551+481.0% | 加碼 |
| Guardian Point Capital, LP | 90,000 | $4,298 萬 | 13.23% | +55,000+157.1% | 加碼 |
| Mondrian Investment Partners LTD | 88,581 | $4,230 萬 | 0.76% | +23,961+37.1% | 加碼 |
| Trexquant Investment LP | 88,463 | $4,225 萬 | 0.26% | −33,912−27.7% | 減碼 |
| Monolith Management Ltd | 88,450 | $4,224 萬 | 25.46% | −58,565−39.8% | 減碼 |
| TIAA Wealth Investment Management LLC | 88,008 | $4,202 萬 | 0.28% | −415−0.5% | 減碼 |
| Adviser Investments LLC | 87,303 | $4,169 萬 | 0.40% | +884+1.0% | 加碼 |
| Meridian Wealth Management, LLC | 87,014 | $4,156 萬 | 1.29% | +5,394+6.6% | 加碼 |
| Marex Group plc | 86,109 | $4,112 萬 | 0.31% | −9,591−10.0% | 減碼 |
| Triglav Skladi, D.O.O. | 85,915 | $4,101 萬 | 2.16% | −19,427−18.4% | 減碼 |
| Nipun Capital, L.P. | 85,280 | $4,073 萬 | 18.98% | +11,760+16.0% | 加碼 |
| Artemis Investment Management LLP | 84,877 | $4,053 萬 | 0.36% | +9,800+13.1% | 加碼 |
| Advisory Research Inc | 84,453 | $4,033 萬 | 4.02% | +2,668+3.3% | 加碼 |
| Everett Harris & Co | 83,733 | $3,999 萬 | 0.49% | −1,609−1.9% | 減碼 |
| Holocene Advisors, LP | 83,285 | $3,977 萬 | 0.09% | −514,551−86.1% | 減碼 |
| Hantz Financial Services, Inc. | 83,195 | $3,973 萬 | 0.54% | +6,355+8.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 83,052 | $3,966 萬 | 1.81% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 82,727 | $3,951 萬 | 0.66% | +7,403+9.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 81,800 | $3,907 萬 | 63.70% | +2,360+3.0% | 加碼 |
| Glenmede Trust Co NA | 81,493 | $3,892 萬 | 0.17% | +4,664+6.1% | 加碼 |
| Davenport & Co LLC | 81,362 | $3,886 萬 | 0.20% | −797−1.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 81,198 | $3,878 萬 | 0.38% | +401+0.5% | 加碼 |
| Mar Vista Investment Partners LLC | 80,628 | $3,851 萬 | 3.83% | −9,806−10.8% | 減碼 |
| Savant Capital, LLC | 93,176 | $3,843 萬 | 0.11% | +65,847+240.9% | 加碼 |
| Modern Wealth Management, LLC | 80,462 | $3,843 萬 | 0.46% | −18,580−18.8% | 減碼 |
| Salem Investment Counselors Inc | 80,280 | $3,835 萬 | 0.95% | −3,037−3.6% | 減碼 |
| Meridian Investment Counsel Inc. | 80,217 | $3,831 萬 | 8.22% | −4,427−5.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 80,128 | $3,823 萬 | 0.89% | −39,946−33.3% | 減碼 |
| Central Securities Corp | 80,000 | $3,821 萬 | 2.85% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 79,068 | $3,776 萬 | 0.48% | +10,099+14.6% | 加碼 |
| Cresset Asset Management, LLC | 78,522 | $3,757 萬 | 0.14% | +32,867+72.0% | 加碼 |
| Soros Capital Management LLC | 78,430 | $3,746 萬 | 6.70% | +73,100+1,371.5% | 加碼 |
| Marathon Asset Mgmt Ltd | 78,066 | $3,734 萬 | 1.52% | +24,810+46.6% | 加碼 |
| Groupama Asset Managment | 80,383 | $3,733 萬 | 0.47% | −4,962−5.8% | 減碼 |
| Ieq Capital, LLC | 78,148 | $3,732 萬 | 0.17% | −461−0.6% | 減碼 |
| Berkshire Capital Holdings Inc | 77,910 | $3,721 萬 | 8.05% | +3,940+5.3% | 加碼 |
| Pittenger & Anderson Inc | 77,326 | $3,693 萬 | 1.32% | −3,659−4.5% | 減碼 |
| Benchstone Capital Management LP | 77,162 | $3,685 萬 | 4.59% | −66,475−46.3% | 減碼 |
| Thames Capital Management LLC | 77,008 | $3,678 萬 | 3.02% | +219+0.3% | 加碼 |
| Fifth Third Bancorp | 76,697 | $3,663 萬 | 0.06% | +19,548+34.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 76,605 | $3,658 萬 | 1.87% | +3,967+5.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 76,412 | $3,649 萬 | 0.17% | −2,500−3.2% | 減碼 |
| Gavilan Investment Partners LLC | 76,000 | $3,630 萬 | 8.84% | +76,000 | 新進 |
| Roundview Capital LLC | 75,890 | $3,624 萬 | 1.98% | −787−1.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 75,769 | $3,619 萬 | 2.11% | +44,769+144.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 74,722 | $3,568 萬 | 0.39% | +1,740+2.4% | 加碼 |
| Maestria Partners LLC | 74,000 | $3,534 萬 | 12.29% | −11,000−12.9% | 減碼 |
| Hanson & Doremus Investment Management | 73,468 | $3,509 萬 | 3.57% | −5,301−6.7% | 減碼 |
| Ritholtz Wealth Management | 73,313 | $3,501 萬 | 0.52% | +708+1.0% | 加碼 |
| Resources Investment Advisors, LLC. | 73,055 | $3,489 萬 | 0.29% | −612−0.8% | 減碼 |
| D.A. Davidson & Co. | 72,865 | $3,480 萬 | 0.19% | −1,141−1.5% | 減碼 |
| Vanguard Portfolio Management LLC | 72,859 | $3,480 萬 | 0.00% | −12,804−14.9% | 減碼 |
| Principal Securities, Inc. | 72,621 | $3,468 萬 | 0.42% | +1,640+2.3% | 加碼 |
| 7G Capital Management, LLC | 72,500 | $3,462 萬 | 15.84% | −37,500−34.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 72,221 | $3,449 萬 | 0.32% | −4,426−5.8% | 減碼 |
| Untitled Investments LP | 71,955 | $3,436 萬 | 13.37% | −19,329−21.2% | 減碼 |
| CenterBook Partners LP | 71,595 | $3,419 萬 | 1.68% | −10,979−13.3% | 減碼 |
| Makena Capital Management LLC | 71,453 | $3,412 萬 | 3.59% | −12,273−14.7% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 71,023 | $3,392 萬 | 6.88% | −1,499−2.1% | 減碼 |
| Cozad Asset Management Inc | 70,786 | $3,381 萬 | 2.18% | −1,313−1.8% | 減碼 |
| Global Retirement Partners, LLC | 70,677 | $3,375 萬 | 0.52% | +70,677 | 新進 |
| Alta Capital Management LLC | 70,276 | $3,356 萬 | 2.50% | +52,878+303.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 73,641 | $3,350 萬 | 0.67% | +55,557+307.2% | 加碼 |