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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 70,054 | $3,346 萬 | 0.76% | −169−0.2% | 減碼 |
| Insigneo Advisory Services, LLC | 70,050 | $3,345 萬 | 1.26% | +54,755+358.0% | 加碼 |
| Rivermont Capital Management LP | 69,725 | $3,330 萬 | 4.72% | +69,725 | 新進 |
| Earnest Partners LLC | 69,554 | $3,322 萬 | 0.12% | −15,509−18.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 69,451 | $3,317 萬 | 2.26% | −326−0.5% | 減碼 |
| Generali Asset Management SPA SGR | 69,388 | $3,314 萬 | 0.60% | 00.0% | 不變 |
| CapWealth Advisors, LLC | 69,262 | $3,308 萬 | 2.27% | −1,361−1.9% | 減碼 |
| Grafton Street Partners Management Company, LLC | 68,899 | $3,290 萬 | 18.17% | −6,207−8.3% | 減碼 |
| J. Safra Sarasin Holding AG | 104,812 | $3,289 萬 | 0.47% | +54,110+106.7% | 加碼 |
| Tran Capital Management, L.P. | 68,614 | $3,277 萬 | 3.77% | −1,379−2.0% | 減碼 |
| Lynwood Price Capital Management LP | 68,500 | $3,271 萬 | 15.80% | −1,500−2.1% | 減碼 |
| Columbus Hill Capital Management, L.P. | 68,039 | $3,249 萬 | 3.62% | +3,000+4.6% | 加碼 |
| Commerce Bank | 67,679 | $3,232 萬 | 0.14% | −1,162−1.7% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 67,396 | $3,219 萬 | 2.01% | −1,143−1.7% | 減碼 |
| Calamos Advisors LLC | 67,160 | $3,207 萬 | 0.12% | −59,236−46.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 67,154 | $3,207 萬 | 0.41% | +20,311+43.4% | 加碼 |
| Howard Hughes Medical Institute | 66,773 | $3,189 萬 | 7.16% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 66,578 | $3,180 萬 | 1.95% | −1,401−2.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 66,353 | $3,169 萬 | 0.09% | −2,840−4.1% | 減碼 |
| Ironvine Capital Partners, LLC | 66,236 | $3,163 萬 | 2.95% | −3,745−5.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 66,025 | $3,153 萬 | 0.37% | +12,144+22.5% | 加碼 |
| Fisher Funds Management LTD | 65,978 | $3,151 萬 | 0.90% | +40,667+160.7% | 加碼 |
| Bellecapital International Ltd. | 65,724 | $3,139 萬 | 5.02% | −26,359−28.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 65,597 | $3,133 萬 | 0.16% | −562−0.8% | 減碼 |
| BTG Pactual Asset Management US LLC | 65,578 | $3,132 萬 | 2.34% | +15,430+30.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 64,728 | $3,091 萬 | 2.80% | −12,697−16.4% | 減碼 |
| NS Partners Ltd | 64,637 | $3,087 萬 | 1.32% | −7,920−10.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 64,381 | $3,075 萬 | 0.33% | −2,885−4.3% | 減碼 |
| Overbrook Management Corp | 64,106 | $3,062 萬 | 4.62% | −425−0.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 64,020 | $3,057 萬 | 0.95% | +6,065+10.5% | 加碼 |
| Ketron Financial | 63,766 | $3,045 萬 | 9.46% | +2,282+3.7% | 加碼 |
| Ensign Peak Advisors, Inc | 63,692 | $3,042 萬 | 0.05% | +28,602+81.5% | 加碼 |
| We Are One Seven, LLC | 63,579 | $3,036 萬 | 0.50% | −543−0.8% | 減碼 |
| SeaBridge Investment Advisors LLC | 63,532 | $3,034 萬 | 4.39% | −150.0% | 減碼 |
| Polymer Capital Management (HK) LTD | 62,849 | $3,001 萬 | 3.05% | −30,857−32.9% | 減碼 |
| Diversified Trust Co | 62,707 | $2,995 萬 | 0.48% | −4,190−6.3% | 減碼 |
| Everest Financial Group LLC | 62,662 | $2,993 萬 | 4.05% | +321+0.5% | 加碼 |
| Park Avenue Securities LLC | 62,563 | $2,988 萬 | 0.19% | +1,115+1.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 62,222 | $2,972 萬 | 1.40% | +1,972+3.3% | 加碼 |
| Empirical Finance, LLC | 62,160 | $2,969 萬 | 1.23% | −33,070−34.7% | 減碼 |
| TCG Advisory Services, LLC | 61,960 | $2,959 萬 | 0.54% | +13,160+27.0% | 加碼 |
| Metropolis Capital Ltd | 87,235 | $2,948 萬 | 0.85% | −257,867−74.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 61,658 | $2,945 萬 | 0.30% | −17,867−22.5% | 減碼 |
| Stephens Inc | 60,937 | $2,935 萬 | 0.33% | +5,902+10.7% | 加碼 |
| AMS Capital Ltda | 61,210 | $2,923 萬 | 10.05% | +61,210 | 新進 |
| Private Advisory Group LLC | 60,921 | $2,909 萬 | 1.62% | +13,486+28.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 60,516 | $2,890 萬 | 3.58% | −411−0.7% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $2,865 萬 | 1.73% | 00.0% | 不變 |
| Aaron Wealth Advisors | 59,883 | $2,860 萬 | 1.45% | +8,284+16.1% | 加碼 |
| CastleKnight Management LP | 59,700 | $2,851 萬 | 1.04% | +200+0.3% | 加碼 |
| Texas Yale Capital Corp. | 59,563 | $2,845 萬 | 0.62% | −40.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 59,520 | $2,843 萬 | 0.63% | −4,629−7.2% | 減碼 |
| SRS Capital Advisors, Inc. | 59,468 | $2,840 萬 | 0.19% | +47,714+405.9% | 加碼 |
| JB Capital LLC | 59,463 | $2,840 萬 | 0.98% | +2,857+5.0% | 加碼 |
| Meyer Handelman Co | 59,364 | $2,835 萬 | 0.80% | +5,462+10.1% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 59,225 | $2,828 萬 | 3.55% | +16,964+40.1% | 加碼 |
| Matthews International Capital Management LLC | 58,609 | $2,799 萬 | 9.59% | −3,900−6.2% | 減碼 |
| Farther Finance Advisors, LLC | 58,502 | $2,790 萬 | 0.22% | +9,431+19.2% | 加碼 |
| Northeast Investment Management | 58,050 | $2,772 萬 | 1.02% | +24,252+71.8% | 加碼 |
| Triavera Capital LLC | 57,996 | $2,770 萬 | 15.07% | +5,100+9.6% | 加碼 |
| H Squared Management LP | 57,819 | $2,761 萬 | 17.68% | 00.0% | 不變 |
| Signaturefd, LLC | 57,496 | $2,746 萬 | 0.37% | +106+0.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 57,370 | $2,740 萬 | 1.55% | +1,812+3.3% | 加碼 |
| First Manhattan Co | 56,887 | $2,722 萬 | 0.07% | −1,345−2.3% | 減碼 |
| L1 Capital International Pty Ltd | 56,650 | $2,705 萬 | 1.58% | +10,780+23.5% | 加碼 |
| Acadian Asset Management LLC | 55,975 | $2,673 萬 | 0.03% | −5,709−9.3% | 減碼 |
| Montag A & Associates Inc | 55,862 | $2,673 萬 | 1.13% | +546+1.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 55,913 | $2,670 萬 | 0.21% | +12,584+29.0% | 加碼 |
| 11 Capital Partners LP | 55,831 | $2,666 萬 | 7.81% | −8,369−13.0% | 減碼 |
| Maplelane Capital, LLC | 55,700 | $2,660 萬 | 1.11% | −70,322−55.8% | 減碼 |
| Augustine Asset Management Inc | 55,694 | $2,660 萬 | 5.39% | −12,081−17.8% | 減碼 |
| ARP Global Capital Ltd | 55,532 | $2,652 萬 | 11.65% | −5,213−8.6% | 減碼 |
| WCG Wealth Advisors LLC | 55,169 | $2,635 萬 | 0.62% | +389+0.7% | 加碼 |
| Eldred Rock Partners, LLC | 54,902 | $2,622 萬 | 5.64% | −8,729−13.7% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 54,502 | $2,603 萬 | 1.47% | −60,690−52.7% | 減碼 |
| Heirloom Wealth Management | 54,091 | $2,583 萬 | 3.74% | −10,570−16.3% | 減碼 |
| Channing Global Advisors, LLC | 54,030 | $2,580 萬 | 13.36% | +7,239+15.5% | 加碼 |
| Glynn Capital Management LLC | 54,025 | $2,580 萬 | 7.10% | −8,449−13.5% | 減碼 |
| Pelham Capital Ltd. | 54,000 | $2,579 萬 | 14.69% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 53,856 | $2,572 萬 | 0.85% | −873−1.6% | 減碼 |
| Timber Creek Capital Management LLC | 53,734 | $2,566 萬 | 5.24% | −3,017−5.3% | 減碼 |
| No Street GP LP | 53,691 | $2,564 萬 | 1.54% | +53,691 | 新進 |
| Jag Capital Management, LLC | 53,514 | $2,556 萬 | 2.40% | −855−1.6% | 減碼 |
| HM Payson & Co | 53,472 | $2,554 萬 | 0.34% | −252−0.5% | 減碼 |
| Credit Capital Investments LLC | 53,000 | $2,531 萬 | 14.49% | −400−0.7% | 減碼 |
| Cat Rock Capital Management LP | 52,976 | $2,530 萬 | 5.87% | −9,200−14.8% | 減碼 |
| Evergreen Capital Management LLC | 52,814 | $2,527 萬 | 0.44% | +874+1.7% | 加碼 |
| Benjamin Edwards Inc | 52,870 | $2,525 萬 | 0.23% | +581+1.1% | 加碼 |
| Firetrail Investments Pty Ltd | 53,127 | $2,522 萬 | 7.11% | −21,200−28.5% | 減碼 |
| Barlow Wealth Partners, Inc. | 57,667 | $2,520 萬 | 2.72% | −752−1.3% | 減碼 |
| Parallel Advisors, LLC | 52,349 | $2,500 萬 | 0.38% | +8,107+18.3% | 加碼 |
| Nicola Wealth Management Ltd. | 52,000 | $2,483 萬 | 2.86% | +5,000+10.6% | 加碼 |
| FACT Capital, LP | 51,891 | $2,478 萬 | 13.93% | −3,273−5.9% | 減碼 |
| CBOE Vest Financial, LLC | 51,531 | $2,461 萬 | 0.26% | +17,928+53.4% | 加碼 |
| Calamos Wealth Management LLC | 51,346 | $2,452 萬 | 0.74% | +3,572+7.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 51,370 | $2,449 萬 | 0.45% | −1,027−2.0% | 減碼 |
| Bragg Financial Advisors, Inc | 51,236 | $2,447 萬 | 0.65% | +4,097+8.7% | 加碼 |
| New Vernon Capital Holdings II LLC | 51,186 | $2,444 萬 | 13.47% | 00.0% | 不變 |
| GAM Holding AG | 50,641 | $2,418 萬 | 1.85% | +10,244+25.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 50,568 | $2,415 萬 | 0.38% | +1,760+3.6% | 加碼 |