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 |
|---|---|---|---|---|---|
| Investidor Profissional Gestao de Recursos Ltda. | 37,652 | $1,798 萬 | 10.73% | +14,222+60.7% | 加碼 |
| Ingalls & Snyder LLC | 37,551 | $1,793 萬 | 0.49% | −212−0.6% | 減碼 |
| Allworth Financial LP | 37,508 | $1,791 萬 | 0.08% | +185+0.5% | 加碼 |
| LTS One Management LP | 37,450 | $1,788 萬 | 7.49% | −7,425−16.5% | 減碼 |
| Raub Brock Capital Management LP | 37,417 | $1,787 萬 | 4.92% | −16,255−30.3% | 減碼 |
| Goodman Advisory Group, LLC | 37,322 | $1,782 萬 | 4.10% | +7,343+24.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 38,205 | $1,781 萬 | 0.96% | −3,473−8.3% | 減碼 |
| Motley Fool Asset Management LLC | 37,175 | $1,775 萬 | 0.68% | −1,620−4.2% | 減碼 |
| Genoa Capital Gestora de Recursos Ltda. | 37,080 | $1,771 萬 | 8.87% | +16,035+76.2% | 加碼 |
| Bank of Nova Scotia | 37,047 | $1,769 萬 | 0.03% | +3,186+9.4% | 加碼 |
| Burr Financial Services, LLC | 37,032 | $1,769 萬 | 10.97% | −152−0.4% | 減碼 |
| Wahed Invest LLC | 37,013 | $1,768 萬 | 1.84% | −25,425−40.7% | 減碼 |
| Knuff & Co LLC | 36,998 | $1,767 萬 | 4.47% | +140+0.4% | 加碼 |
| Governors Lane LP | 36,869 | $1,761 萬 | 1.76% | +19,884+117.1% | 加碼 |
| Linden Rose Investment LLC | 36,732 | $1,754 萬 | 13.63% | −507−1.4% | 減碼 |
| Eventide Asset Management, LLC | 37,413 | $1,750 萬 | 0.23% | −2,964−7.3% | 減碼 |
| California First Leasing Corp | 36,550 | $1,746 萬 | 3.71% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 36,477 | $1,742 萬 | 1.03% | +1,640+4.7% | 加碼 |
| Huntleigh Advisors, Inc. | 36,458 | $1,741 萬 | 2.44% | −38−0.1% | 減碼 |
| Regions Financial Corp | 36,410 | $1,739 萬 | 0.10% | −5,329−12.8% | 減碼 |
| Foundations Investment Advisors, LLC | 36,193 | $1,728 萬 | 0.18% | +2,001+5.9% | 加碼 |
| Gunderson Capital Management Inc. | 36,159 | $1,727 萬 | 4.66% | +631+1.8% | 加碼 |
| Tower View Investment Management & Research LLC | 36,067 | $1,722 萬 | 7.57% | −512−1.4% | 減碼 |
| Moors & Cabot, Inc. | 36,059 | $1,722 萬 | 0.67% | −4,067−10.1% | 減碼 |
| Inspire Trust Co, N.A. | 36,000 | $1,719 萬 | 2.36% | −2,000−5.3% | 減碼 |
| Cadian Capital Management, LP | 35,900 | $1,714 萬 | 1.30% | −11,800−24.7% | 減碼 |
| Colonial Trust Advisors | 35,864 | $1,713 萬 | 1.19% | +1,761+5.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 35,436 | $1,692 萬 | 1.06% | −3,961−10.1% | 減碼 |
| BCJ Capital Management, LLC | 35,265 | $1,684 萬 | 0.84% | +1,084+3.2% | 加碼 |
| Employees Retirement System of Texas | 35,250 | $1,683 萬 | 0.13% | 00.0% | 不變 |
| Haven Global Partners, LLC | 35,174 | $1,680 萬 | 12.88% | +7,500+27.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 35,095 | $1,676 萬 | 0.29% | +35,095 | 新進 |
| KP Management LLC | 35,000 | $1,671 萬 | 3.50% | −5,000−12.5% | 減碼 |
| Sycomore Asset Management | 40,524 | $1,671 萬 | 1.79% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 34,816 | $1,663 萬 | 3.89% | 00.0% | 不變 |
| Strategic Planning Group, LLC | 34,692 | $1,657 萬 | 1.80% | +1,571+4.7% | 加碼 |
| Walleye Capital LLC | 34,641 | $1,654 萬 | 0.08% | −200,687−85.3% | 減碼 |
| Bridgewater Associates, LP | 34,525 | $1,649 萬 | 0.07% | −1,042,554−96.8% | 減碼 |
| PCM Encore, LLC | 34,343 | $1,640 萬 | 2.88% | +40+0.1% | 加碼 |
| Cambiar Investors LLC | 34,234 | $1,635 萬 | 0.71% | +33,157+3,078.6% | 加碼 |
| Renaissance Group LLC | 34,167 | $1,632 萬 | 0.66% | −3,649−9.6% | 減碼 |
| Levin Capital Strategies, L.P. | 33,837 | $1,616 萬 | 1.09% | −2,604−7.1% | 減碼 |
| RPg Family Wealth Advisory, LLC | 33,592 | $1,604 萬 | 2.68% | +799+2.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 33,525 | $1,604 萬 | 0.96% | +4,582+15.8% | 加碼 |
| Cloverfields Capital Group, LP | 33,566 | $1,603 萬 | 4.85% | +2,161+6.9% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 33,513 | $1,600 萬 | 7.37% | +1,204+3.7% | 加碼 |
| OpenArc Corporate Advisory, LLC | 33,458 | $1,598 萬 | 0.19% | +3,380+11.2% | 加碼 |
| Triasima Portfolio Management inc. | 33,457 | $1,598 萬 | 2.16% | +988+3.0% | 加碼 |
| Q Capital Solutions | 33,350 | $1,593 萬 | 7.68% | −6,130−15.5% | 減碼 |
| Steadview Capital Management LLC | 33,145 | $1,583 萬 | 4.76% | +5,160+18.4% | 加碼 |
| Kamunting Street Capital Management, L.P. | 33,129 | $1,582 萬 | 8.86% | +10,190+44.4% | 加碼 |
| Totem Point Management, LLC | 32,684 | $1,561 萬 | 9.55% | +11,003+50.7% | 加碼 |
| Strategic Global Advisors, LLC | 32,469 | $1,551 萬 | 2.21% | +912+2.9% | 加碼 |
| Financial Perspectives, Inc | 32,450 | $1,550 萬 | 3.77% | −748−2.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 32,263 | $1,541 萬 | 0.95% | +2,179+7.2% | 加碼 |
| VMS Asset Management Limited | 32,105 | $1,533 萬 | 4.87% | −577−1.8% | 減碼 |
| Altrafin AG | 32,088 | $1,532 萬 | 6.00% | −15,526−32.6% | 減碼 |
| Cantor Fitzgerald, L. P. | 31,962 | $1,526 萬 | 0.29% | +9,731+43.8% | 加碼 |
| Frec Markets, Inc. | 31,760 | $1,517 萬 | 1.36% | +5,040+18.9% | 加碼 |
| Valeo Financial Advisors, LLC | 31,727 | $1,515 萬 | 0.32% | −2,790−8.1% | 減碼 |
| Delphi Financial Group, Inc. | 31,569 | $1,508 萬 | 7.45% | −16,261−34.0% | 減碼 |
| One Capital Management, LLC | 44,598 | $1,507 萬 | 0.42% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 31,531 | $1,506 萬 | 1.02% | −827−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 31,485 | $1,504 萬 | 0.29% | +12,966+70.0% | 加碼 |
| L & S Advisors Inc | 31,300 | $1,495 萬 | 1.55% | −537−1.7% | 減碼 |
| Global X Japan Co., Ltd. | 31,178 | $1,489 萬 | 0.55% | +14,124+82.8% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 31,152 | $1,488 萬 | 2.43% | +31,152 | 新進 |
| Connors Investor Services Inc | 31,095 | $1,485 萬 | 1.29% | +30,195+3,355.0% | 加碼 |
| Banque Cantonale Vaudoise | 30,995 | $1,480 萬 | 0.58% | −4,470−12.6% | 減碼 |
| Rakuten Investment Management, Inc. | 32,466 | $1,478 萬 | 0.04% | +14,541+81.1% | 加碼 |
| Bogart Wealth, LLC | 30,840 | $1,473 萬 | 0.51% | +29,220+1,803.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 30,807 | $1,471 萬 | 0.29% | −50,382−62.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 30,805 | $1,471 萬 | 1.49% | −653−2.1% | 減碼 |
| First American Bank | 30,750 | $1,469 萬 | 0.82% | +828+2.8% | 加碼 |
| Capital Analysts, LLC | 30,549 | $1,459 萬 | 0.34% | +527+1.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 30,414 | $1,452 萬 | 2.98% | +771+2.6% | 加碼 |
| Cypress Capital Group | 30,265 | $1,445 萬 | 1.35% | +3,379+12.6% | 加碼 |
| Elwood Capital Partners LP | 30,010 | $1,433 萬 | 10.45% | −5,000−14.3% | 減碼 |
| Mission Wealth Management, LP | 29,855 | $1,426 萬 | 0.18% | +21,242+246.6% | 加碼 |
| Paragon Advisors, LLC | 29,844 | $1,425 萬 | 2.99% | −1,987−6.2% | 減碼 |
| SevenBridge Financial Group, LLC | 33,860 | $1,422 萬 | 2.09% | −527−1.5% | 減碼 |
| Trust Co of Kansas | 29,771 | $1,422 萬 | 7.29% | −5,390−15.3% | 減碼 |
| Ascent Group, LLC | 29,746 | $1,421 萬 | 0.42% | +11,074+59.3% | 加碼 |
| Fremen Capital Management LP | 29,716 | $1,419 萬 | 12.45% | +2,173+7.9% | 加碼 |
| Mitchell Capital Management Co | 29,635 | $1,415 萬 | 2.15% | −230−0.8% | 減碼 |
| Militia Capital Management LLC | 29,623 | $1,415 萬 | 2.55% | −5,700−16.1% | 減碼 |
| SEB Asset Management AB | 29,618 | $1,414 萬 | 0.05% | −10,603−26.4% | 減碼 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 29,539 | $1,411 萬 | 6.90% | +29,539 | 新進 |
| LSV Asset Management | 29,537 | $1,411 萬 | 0.03% | −1,003−3.3% | 減碼 |
| Maniro Ltd | 29,354 | $1,402 萬 | 3.15% | +19,554+199.5% | 加碼 |
| Little House Capital LLC | 29,248 | $1,397 萬 | 3.14% | −1,415−4.6% | 減碼 |
| SIH Partners, LLLP | 29,242 | $1,397 萬 | 0.58% | −32,678−52.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 29,234 | $1,396 萬 | 0.07% | +2,606+9.8% | 加碼 |
| Union Heritage Capital, LLC | 29,100 | $1,390 萬 | 4.71% | 00.0% | 不變 |
| Bluegrass Capital Partners LP | 29,000 | $1,385 萬 | 9.00% | +29,000 | 新進 |
| Allianz SE | 28,945 | $1,382 萬 | 0.15% | +5,042+21.1% | 加碼 |
| Charles Schwab Investment Management Inc | 28,877 | $1,379 萬 | 0.00% | +28,877 | 新進 |
| GCM Grosvenor Holdings, LLC | 28,796 | $1,375 萬 | 0.59% | 00.0% | 不變 |
| Community Financial Services Group, LLC | 30,924 | $1,374 萬 | 2.00% | −455−1.5% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 28,621 | $1,367 萬 | 1.52% | −30,650−51.7% | 減碼 |