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 100 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
2022 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2022/3/31 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
- 1,477
- 較 2021 年第 4 季 −5 家
- 持有股數
- 8.74 億
- 較 2021 年第 4 季 −261.7 萬 (−0.3%)
- 總市值
- $906.1 億
- 較 2021 年第 4 季 −$133.9 億 (−12.9%)
- 新進機構
- 161
- 另有 551 家加碼
- 清倉機構
- 166
- 另有 552 家減碼
另有 16 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Capital, LLC | 41,631,855 | $43.4 億 | 9.44% | −132,590−0.3% | 減碼 |
| JPMorgan Chase & Co | 38,433,451 | $40.1 億 | 0.52% | +3,126,716+8.9% | 加碼 |
| Capital World Investors | 36,083,127 | $37.6 億 | 0.65% | −146,236−0.4% | 減碼 |
| Bank of New York Mellon Corp | 29,590,186 | $30.9 億 | 0.60% | −2,381,135−7.4% | 減碼 |
| Capital International Investors | 29,492,324 | $30.8 億 | 0.70% | −299,678−1.0% | 減碼 |
| Massachusetts Financial Services Co | 27,707,851 | $28.9 億 | 0.86% | −4,878,532−15.0% | 減碼 |
| Fisher Asset Management, LLC | 26,188,624 | $27.3 億 | 1.61% | +251,551+1.0% | 加碼 |
| Morgan Stanley | 24,509,746 | $25.6 億 | 0.34% | +11,491,406+88.3% | 加碼 |
| BlackRock Inc. | 17,944,240 | $18.7 億 | 0.05% | +1,657,878+10.2% | 加碼 |
| Vanguard Group Inc | 17,767,922 | $18.5 億 | 0.04% | −939,745−5.0% | 減碼 |
| Fiera Capital Corp | 15,614,415 | $16.3 億 | 4.23% | −379,772−2.4% | 減碼 |
| Royal Bank of Canada | 14,107,030 | $14.7 億 | 0.39% | +1,596,081+12.8% | 加碼 |
| FMR LLC | 13,843,525 | $14.4 億 | 0.12% | +44,766+0.3% | 加碼 |
| Wellington Management Group LLP | 12,686,055 | $13.2 億 | 0.23% | −414,926−3.2% | 減碼 |
| Bank of America Corp | 12,366,535 | $12.9 億 | 0.14% | +987,792+8.7% | 加碼 |
| WCM Investment Management, LLC | 11,738,365 | $12.2 億 | 3.42% | −14,474,212−55.2% | 減碼 |
| Goldman Sachs Group Inc | 11,603,314 | $12.1 億 | 0.30% | −348,753−2.9% | 減碼 |
| Schroder Investment Management Group | 10,888,390 | $11.6 億 | 1.54% | −373,193−3.3% | 減碼 |
| William Blair Investment Management, LLC | 10,781,122 | $11.2 億 | 3.36% | −529,883−4.7% | 減碼 |
| Jennison Associates LLC | 9,932,513 | $10.4 億 | 0.76% | −335,141−3.3% | 減碼 |
| Harding Loevner LP | 11,329,003 | $10.3 億 | 5.70% | −2,117,732−15.7% | 減碼 |
| Price T Rowe Associates Inc | 9,809,539 | $10.2 億 | 0.10% | −5,898,983−37.6% | 減碼 |
| Sands Capital Management, LLC | 9,210,909 | $9.60 億 | 2.21% | −641,775−6.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 9,064,175 | $9.45 億 | 1.18% | −981,778−9.8% | 減碼 |
| First Eagle Investment Management, LLC | 9,063,037 | $9.45 億 | 2.31% | −204,954−2.2% | 減碼 |
| Van Eck Associates Corp | 8,906,999 | $9.29 億 | 1.92% | +2,362,646+36.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 7,981,414 | $8.32 億 | 4.95% | +7,981,414 | 新進 |
| Baillie Gifford & Co | 7,901,568 | $8.24 億 | 0.58% | +525,446+7.1% | 加碼 |
| AQR Capital Management LLC | 6,975,587 | $7.27 億 | 1.38% | +390,794+5.9% | 加碼 |
| UBS Group AG | 6,842,550 | $7.13 億 | 0.30% | +2,214,527+47.9% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 6,791,644 | $7.08 億 | 6.97% | −188,988−2.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,526,390 | $6.80 億 | 0.86% | −44,848−0.7% | 減碼 |
| Vontobel Holding Ltd. | 5,563,767 | $5.94 億 | 5.13% | −320,231−5.4% | 減碼 |
| Russell Investments Group, Ltd. | 5,444,283 | $5.68 億 | 0.99% | −174,025−3.1% | 減碼 |
| Assenagon Asset Management S.A. | 5,437,611 | $5.67 億 | 1.84% | +5,134,222+1,692.3% | 加碼 |
| Janus Henderson Group PLC | 5,338,414 | $5.57 億 | 0.27% | −1,234,566−18.8% | 減碼 |
| Barclays PLC | 5,304,685 | $5.53 億 | 0.45% | +471,287+9.8% | 加碼 |
| Dimensional Fund Advisors LP | 5,021,647 | $5.24 億 | 0.16% | −225,705−4.3% | 減碼 |
| Lazard Asset Management LLC | 4,848,489 | $5.06 億 | 0.59% | +6,353+0.1% | 加碼 |
| Bamco Inc | 4,528,804 | $4.72 億 | 1.16% | −94,421−2.0% | 減碼 |
| Brown Advisory Inc | 4,500,252 | $4.69 億 | 0.70% | −2,182,789−32.7% | 減碼 |
| Man Group plc | 4,424,374 | $4.61 億 | 1.61% | +275,858+6.6% | 加碼 |
| Citigroup Inc | 4,371,858 | $4.56 億 | 0.48% | +330,121+8.2% | 加碼 |
| Wells Fargo & Company | 4,350,225 | $4.54 億 | 0.12% | +96,156+2.3% | 加碼 |
| State Street Corp | 4,078,090 | $4.27 億 | 0.02% | +2,264,575+124.9% | 加碼 |
| Ameriprise Financial Inc | 4,109,731 | $4.22 億 | 0.12% | −1,228,464−23.0% | 減碼 |
| Alkeon Capital Management LLC | 4,052,147 | $4.22 億 | 1.90% | −28,782−0.7% | 減碼 |
| LMR Partners LLP | 3,964,036 | $4.13 億 | 6.07% | +3,914,848+7,958.9% | 加碼 |
| TD Asset Management Inc | 3,906,131 | $4.07 億 | 0.37% | +149,643+4.0% | 加碼 |
| Northern Trust Corp | 3,897,724 | $4.06 億 | 0.07% | −1,417,048−26.7% | 減碼 |
| Driehaus Capital Management LLC | 3,786,208 | $3.95 億 | 4.85% | +77,452+2.1% | 加碼 |
| FIL Ltd | 3,732,228 | $3.89 億 | 0.40% | +83,572+2.3% | 加碼 |
| Causeway Capital Management LLC | 3,643,210 | $3.80 億 | 9.08% | +10,435+0.3% | 加碼 |
| Franklin Resources Inc | 3,580,718 | $3.73 億 | 0.15% | +44,146+1.2% | 加碼 |
| Martin Currie Ltd | 3,575,436 | $3.73 億 | 11.96% | −73,465−2.0% | 減碼 |
| Axiom Investors LLC | 3,447,928 | $3.59 億 | 8.50% | −258,384−7.0% | 減碼 |
| Cantillon Capital Management LLC | 3,368,200 | $3.51 億 | 2.51% | +98,903+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 3,307,005 | $3.45 億 | 0.11% | −25,810−0.8% | 減碼 |
| Ninety One UK Ltd | 3,292,336 | $3.43 億 | 0.87% | −117,121−3.4% | 減碼 |
| Orbis Allan Gray Ltd | 3,185,391 | $3.32 億 | 2.42% | +3,185,391 | 新進 |
| Vontobel Asset Management Inc | 2,991,356 | $3.27 億 | 2.17% | −188,502−5.9% | 減碼 |
| Susquehanna International Group, LLP | 3,138,127 | $3.27 億 | 0.48% | +762,269+32.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,965,700 | $3.09 億 | 1.11% | +2,605,413+723.1% | 加碼 |
| Macquarie Group Ltd | 2,943,673 | $3.07 億 | 0.28% | −536,740−15.4% | 減碼 |
| Invesco Ltd. | 2,871,436 | $2.99 億 | 0.08% | +228,931+8.7% | 加碼 |
| Allianz Asset Management GmbH | 2,828,981 | $2.95 億 | 0.23% | +44,894+1.6% | 加碼 |
| AustralianSuper Pty Ltd | 2,704,224 | $2.82 億 | 1.64% | +127,211+4.9% | 加碼 |
| Millennium Management LLC | 2,693,513 | $2.81 億 | 0.35% | +1,891,164+235.7% | 加碼 |
| Clearbridge Investments, LLC | 2,630,494 | $2.74 億 | 0.21% | −139,743−5.0% | 減碼 |
| Epoch Investment Partners, Inc. | 2,617,429 | $2.73 億 | 1.34% | +342,374+15.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,616,537 | $2.73 億 | 0.87% | −70,720−2.6% | 減碼 |
| Royal London Asset Management Ltd | 2,543,442 | $2.65 億 | 1.04% | −799,608−23.9% | 減碼 |
| Credit Suisse AG | 2,505,229 | $2.61 億 | 0.23% | +198,675+8.6% | 加碼 |
| Comgest Global Investors S.A.S. | 2,504,722 | $2.61 億 | 4.08% | −788,842−24.0% | 減碼 |
| SG Americas Securities, LLC | 2,500,380 | $2.61 億 | 2.33% | +2,150,567+614.8% | 加碼 |
| Nine Masts Capital Ltd | 2,497,622 | $2.60 億 | 56.05% | +2,497,622 | 新進 |
| New York State Common Retirement Fund | 2,458,808 | $2.56 億 | 0.27% | −35,021−1.4% | 減碼 |
| HRT Financial LP | 2,456,485 | $2.56 億 | 1.83% | +2,456,485 | 新進 |
| Northcape Capital Pty Ltd | 2,419,642 | $2.52 億 | 25.79% | −14,228−0.6% | 減碼 |
| Jane Street Group, LLC | 2,397,515 | $2.50 億 | 0.46% | +815,154+51.5% | 加碼 |
| GQG Partners LLC | 2,355,947 | $2.46 億 | 0.57% | −11,183,492−82.6% | 減碼 |
| SEI Investments Co | 2,341,661 | $2.44 億 | 0.49% | −205,740−8.1% | 減碼 |
| Standard Life Aberdeen plc | 2,319,933 | $2.44 億 | 0.62% | −144,041−5.8% | 減碼 |
| Impax Asset Management Group plc | 2,293,601 | $2.39 億 | 0.99% | +417,233+22.2% | 加碼 |
| Principal Financial Group Inc | 2,285,693 | $2.38 億 | 0.15% | −22,549−1.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 2,271,862 | $2.37 億 | 2.59% | −60,101−2.6% | 減碼 |
| Mirova US LLC | 2,252,702 | $2.35 億 | 4.51% | +158,962+7.6% | 加碼 |
| Great West Life Assurance Co | 2,144,358 | $2.31 億 | 0.48% | +53,703+2.6% | 加碼 |
| Ci Investments Inc. | 2,197,609 | $2.29 億 | 0.84% | −136,746−5.9% | 減碼 |
| National Bank of Canada | 2,210,448 | $2.28 億 | 0.89% | +1,975,900+842.4% | 加碼 |
| Saturna Capital CORP | 2,107,969 | $2.20 億 | 4.43% | −2,035−0.1% | 減碼 |
| Railway Pension Investments Ltd | 2,047,683 | $2.13 億 | 1.65% | +225,200+12.4% | 加碼 |
| Envestnet Asset Management Inc | 2,042,991 | $2.13 億 | 0.11% | −209,630−9.3% | 減碼 |
| HSBC Holdings PLC | 1,930,170 | $2.13 億 | 0.29% | +1,433,133+288.3% | 加碼 |
| Sarasin & Partners LLP | 1,992,109 | $2.08 億 | 2.09% | −33,296−1.6% | 減碼 |
| Parametric Portfolio Associates LLC | 1,991,681 | $2.08 億 | 0.11% | −28,101−1.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,990,657 | $2.08 億 | 1.00% | +514,507+34.9% | 加碼 |
| Intermede Investment Partners Ltd | 1,906,968 | $1.99 億 | 4.65% | +80,043+4.4% | 加碼 |
| Two Sigma Investments, LP | 1,871,011 | $1.95 億 | 0.59% | +1,743,044+1,362.1% | 加碼 |
| Amundi | 1,910,215 | $1.92 億 | 0.13% | −9,801−0.5% | 減碼 |