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台积电 · 13F 机构持仓分析
期权收益计算器 机构排行

台积电

TAIWAN SEMICONDUCTOR MANUFACTSM
持有机构数
3580
机构合计市值 (Q2 2026)
$4,368.27亿
机构合计股数 (Q2 2026)
9.08亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1.01亿股
1885 · 470 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8,778.9万股
1445 · 152 清仓 · ≈
⚖️ 净额
+1,277.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,368.27亿
持有机构数
3580
新买入
470
加仓
1415
减仓
1293
清仓
152
持股不变
402
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
1.22%1.07%#782$281.47亿5,893.8万股$204.10亿6,039.3万股-145.6万股-2.41%减仓
高盛集团GOLDMAN SACHS GROUP INC
2.07%0.94%#538$237.83亿4,980.0万股$82.08亿2,428.7万股+2,551.3万股+105.04%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
1.45%1.41%#699$186.38亿3,902.7万股$126.33亿3,738.2万股+164.6万股+4.40%加仓
资本世界投资者Capital World Investors
1.94%1.52%#563$164.11亿3,437.2万股$111.10亿3,288.7万股+148.5万股+4.52%加仓
桑德斯资本Sanders Capital, LLC
12.51%11.3%#50$124.88亿2,614.9万股$94.83亿2,806.0万股-191.1万股-6.81%减仓
摩根大通JPMORGAN CHASE & CO
0.6%0.49%#1198$108.45亿2,382.9万股$75.91亿2,398.5万股-15.5万股-0.65%减仓
简街集团JANE STREET GROUP, LLC
0.83%0.78%#991$100.19亿2,097.9万股$60.51亿1,790.4万股+307.4万股+17.17%加仓
贝莱德BlackRock, Inc.
0.14%0.11%#2296$96.05亿2,011.3万股$61.59亿1,822.4万股+188.9万股+10.36%加仓
费雪资产管理Fisher Asset Management, LLC
2.68%2.13%#426$90.10亿1,886.6万股$62.92亿1,861.8万股+24.9万股+1.33%加仓
城堡顾问CITADEL ADVISORS LLC
0.99%0.87%#885$86.34亿1,807.9万股$53.83亿1,592.8万股+215.1万股+13.51%加仓
范埃克联合公司VAN ECK ASSOCIATES CORP
5.01%4.89%#223$82.19亿1,721.1万股$65.10亿1,926.2万股-205.1万股-10.65%减仓
摩根士丹利MORGAN STANLEY
0.4%0.26%#1481$75.68亿1,584.8万股$42.15亿1,509.2万股+75.6万股+5.01%加仓
美国银行BANK OF AMERICA CORP /DE/
0.47%0.35%#1360$72.99亿1,528.3万股$47.68亿1,410.8万股+117.5万股+8.33%加仓
瑞银集团UBS Group AG
0.82%0.79%#1001$64.50亿1,350.5万股$52.86亿1,564.0万股-213.5万股-13.65%减仓
资本国际投资者Capital International Investors
1.15%0.89%#806$55.41亿1,167.7万股$37.88亿1,130.7万股+37.0万股+3.27%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.53%0.31%#1265$54.06亿1,132.1万股$27.58亿816.0万股+316.1万股+38.73%加仓
詹尼森联营JENNISON ASSOCIATES LLC
3.06%2.79%#384$51.04亿1,068.8万股$40.63亿1,202.2万股-133.4万股-11.10%减仓
资本研究全球投资者Capital Research Global Investors
0.7%0.52%#1094$49.99亿1,047.4万股$33.74亿999.0万股+48.5万股+4.85%加仓
MFS马萨诸塞金融服务MASSACHUSETTS FINANCIAL SERVICES CO /MA/
1.55%1.14%#659$47.29亿951.0万股$34.03亿967.8万股-16.8万股-1.73%减仓
Coatue管理COATUE MANAGEMENT LLC
8.76%10.8%#100$42.58亿891.5万股$31.37亿928.4万股-36.9万股-3.97%减仓
WCM投资管理WCM INVESTMENT MANAGEMENT, LLC
7.64%6.74%#122$42.15亿926.2万股$29.52亿932.8万股-6.6万股-0.71%减仓
CTC有限责任公司CTC LLC
1.33%1.22%#739$41.99亿9.9万股$26.46亿49.6万股-39.7万股-80.00%减仓
木星资产管理Jupiter Topco LLC
1.56%#656$38.23亿800.8万股$00股+800.8万股新买入
纽约梅隆银行Bank of New York Mellon Corp
0.61%0.57%#1176$37.31亿781.2万股$31.08亿919.6万股-138.4万股-15.05%减仓
富兰克林资源FRANKLIN RESOURCES INC
0.68%0.53%#1105$33.49亿701.2万股$24.76亿732.7万股-31.6万股-4.31%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.46%0.37%#1381$30.62亿641.2万股$21.30亿630.2万股+10.9万股+1.73%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.52%0.48%#1281$30.48亿638.3万股$25.67亿759.7万股-121.4万股-15.98%减仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
1.31%1.1%#748$29.72亿622.3万股$21.46亿634.9万股-12.6万股-1.98%减仓
北方信托NORTHERN TRUST CORP
0.34%0.29%#1604$29.53亿618.4万股$22.00亿650.9万股-32.5万股-4.99%减仓
布朗顾问BROWN ADVISORY INC
4.42%3.41%#266$28.54亿597.6万股$20.75亿614.1万股-16.4万股-2.68%减仓
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
1.95%1.65%#561$27.49亿575.6万股$20.16亿596.4万股-20.9万股-3.50%减仓
富国银行WELLS FARGO & COMPANY/MN
0.42%0.3%#1449$25.95亿543.5万股$15.76亿466.4万股+77.0万股+16.52%加仓
汇丰控股HSBC HOLDINGS PLC
1.07%1.68%#848$25.51亿542.0万股$32.13亿965.8万股-423.8万股-43.88%减仓
Alkeon资本管理ALKEON CAPITAL MANAGEMENT LLC
3.34%5.52%#353$24.77亿518.6万股$32.85亿972.2万股-453.5万股-46.65%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.49%0.36%#1328$24.31亿508.1万股$15.44亿456.4万股+51.7万股+11.32%加仓
联博ALLIANCEBERNSTEIN L.P.
0.8%0.83%#1014$23.76亿703.0万股$25.78亿848.3万股-145.3万股-17.13%减仓
PineStone资产管理PineStone Asset Management Inc.
14.63%12.56%#35$23.69亿496.0万股$17.88亿528.8万股-32.8万股-6.21%减仓
威廉·布莱尔投资管理WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
7.09%6.16%#143$23.57亿493.6万股$18.65亿551.8万股-58.2万股-10.54%减仓
清水投资Clearbridge Investments, LLC
1.94%1.4%#565$23.40亿490.0万股$16.04亿474.7万股+15.3万股+3.23%加仓
老虎环球管理TIGER GLOBAL MANAGEMENT LLC
9.72%8.23%#82$23.31亿488.1万股$18.81亿556.5万股-68.4万股-12.29%减仓
价值一致研究顾问Value Aligned Research Advisors, LLC
5.36%7.56%#205$21.51亿450.4万股$15.66亿463.5万股-13.1万股-2.82%减仓
鹰资本管理EAGLE CAPITAL MANAGEMENT LLC
6.45%5.53%#166$21.13亿442.4万股$16.49亿487.8万股-45.5万股-9.32%减仓
巴克莱BARCLAYS PLC
0.4%0.48%#1492$20.98亿439.2万股$19.98亿591.2万股-151.9万股-25.70%减仓
花旗集团CITIGROUP INC
0.65%0.53%#1139$19.71亿412.6万股$12.36亿365.8万股+46.8万股+12.79%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.35%0.29%#1591$19.26亿403.2万股$13.86亿410.0万股-6.8万股-1.66%减仓
Sands资本管理SANDS CAPITAL MANAGEMENT, LLC
6.96%7.77%#146$18.75亿392.5万股$19.81亿586.3万股-193.7万股-33.04%减仓
哈德逊湾资本管理Hudson Bay Capital Management LP
5.09%1.62%#219$18.74亿392.3万股$4.69亿138.7万股+253.6万股+182.91%加仓
Roehl & Yi Investment Advisors, LLC
0.64%0.57%#1144$18.54亿3,882股$103.1万5,222股-1,340股-25.66%减仓
都铎投资TUDOR INVESTMENT CORP ET AL
2.56%0.99%#438$18.38亿384.8万股$5.31亿157.2万股+227.6万股+144.77%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.42%0.35%#1440$17.97亿376.2万股$12.91亿381.9万股-5.7万股-1.49%减仓

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