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
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 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 625,313 | $6,520 萬 | 2.20% | +35,361+6.0% | 加碼 |
| La Financiere de L'Echiquier | 650,756 | $6,785 萬 | 2.79% | +59,532+10.1% | 加碼 |
| Boston Common Asset Management, LLC | 655,781 | $6,837 萬 | 2.95% | +33,481+5.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 658,223 | $6,863 萬 | 0.34% | +137,695+26.5% | 加碼 |
| TT International Asset Management LTD | 669,021 | $6,975 萬 | 4.89% | +85,980+14.7% | 加碼 |
| James Hambro & Partners | 679,744 | $7,086 萬 | 5.03% | −3,654−0.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 685,280 | $7,144 萬 | 0.49% | −65,981−8.8% | 減碼 |
| Jackson Square Partners, LLC | 691,073 | $7,205 萬 | 0.72% | +680.0% | 加碼 |
| Federated Hermes, Inc. | 699,481 | $7,293 萬 | 0.16% | −8,657,058−92.5% | 減碼 |
| Hardman Johnston Global Advisors LLC | 703,525 | $7,335 萬 | 2.36% | −36,342−4.9% | 減碼 |
| LGT Capital Partners Ltd. | 708,428 | $7,386 萬 | 2.10% | +73,910+11.6% | 加碼 |
| Phoenix Holdings Ltd. | 710,474 | $7,435 萬 | 1.30% | +127,469+21.9% | 加碼 |
| Banque Pictet & Cie SA | 720,086 | $7,508 萬 | 0.58% | −37,304−4.9% | 減碼 |
| Nordea Investment Management AB | 714,154 | $7,530 萬 | 0.09% | +55,145+8.4% | 加碼 |
| Origin Asset Management LLP | 723,981 | $7,548 萬 | 25.24% | −503,500−41.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 744,673 | $7,764 萬 | 0.18% | −2,290−0.3% | 減碼 |
| Quilter Plc | 757,371 | $7,896 萬 | 2.15% | −3,522−0.5% | 減碼 |
| Handelsbanken Fonder AB | 760,000 | $7,924 萬 | 0.44% | −51,263−6.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 768,248 | $8,010 萬 | 0.07% | −39,196−4.9% | 減碼 |
| Baird Financial Group, Inc. | 775,697 | $8,087 萬 | 0.20% | +1540.0% | 加碼 |
| DnB Asset Management AS | 777,318 | $8,104 萬 | 0.48% | −119,167−13.3% | 減碼 |
| Neuberger Berman Group LLC | 786,461 | $8,202 萬 | 0.07% | −26,140−3.2% | 減碼 |
| Geode Capital Management, LLC | 792,887 | $8,267 萬 | 0.01% | +23,122+3.0% | 加碼 |
| DSM Capital Partners LLC | 798,790 | $8,328 萬 | 1.11% | −88,905−10.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 830,311 | $8,657 萬 | 0.13% | −32,153−3.7% | 減碼 |
| C WorldWide Group Holding A/S | 833,790 | $8,693 萬 | 0.95% | +18,011+2.2% | 加碼 |
| Point72 Asset Management, L.P. | 834,336 | $8,699 萬 | 0.38% | −179,464−17.7% | 減碼 |
| Manning & Napier Group, LLC | 839,542 | $8,753 萬 | 0.83% | +588,056+233.8% | 加碼 |
| Eaton Vance Management | 852,970 | $8,893 萬 | 0.10% | −133,336−13.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 868,000 | $9,051 萬 | 0.96% | +85,000+10.9% | 加碼 |
| Ovata Capital Management Ltd | 858,770 | $9,266 萬 | 28.53% | +729,128+562.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 895,724 | $9,339 萬 | 0.42% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 899,359 | $9,422 萬 | 1.64% | +1,870+0.2% | 加碼 |
| Legal & General Group Plc | 945,977 | $9,863 萬 | 0.03% | +237,527+33.5% | 加碼 |
| Stifel Financial Corp | 945,987 | $9,863 萬 | 0.13% | −93,580−9.0% | 減碼 |
| Kames Capital plc | 978,470 | $1.02 億 | 1.51% | −34,408−3.4% | 減碼 |
| Hosking Partners LLP | 978,957 | $1.02 億 | 2.64% | −21,810−2.2% | 減碼 |
| UBS Asset Management Americas Inc | 983,040 | $1.02 億 | 0.04% | −544,250−35.6% | 減碼 |
| Matthews International Capital Management LLC | 986,679 | $1.03 億 | 14.25% | +3,400+0.3% | 加碼 |
| Tesco Pension Investment Ltd | 989,382 | $1.03 億 | 2.52% | −969,053−49.5% | 減碼 |
| Farallon Capital Management, L.L.C. | 1,028,125 | $1.07 億 | 0.59% | +1,028,125 | 新進 |
| Natixis Advisors, L.P. | 1,048,169 | $1.09 億 | 0.42% | −209,564−16.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,079,273 | $1.15 億 | 0.28% | +135,605+14.4% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 1,109,800 | $1.16 億 | 3.27% | +166,280+17.6% | 加碼 |
| AXA S.A. | 1,185,283 | $1.24 億 | 0.35% | −274,083−18.8% | 減碼 |
| Swedbank AB | 1,202,694 | $1.25 億 | 0.23% | −4,077−0.3% | 減碼 |
| Morningstar Investment Services LLC | 1,187,086 | $1.28 億 | 1.42% | +191,795+19.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,250,654 | $1.30 億 | 0.26% | +569,121+83.5% | 加碼 |
| Bessemer Group Inc | 1,256,269 | $1.31 億 | 0.27% | −91,728−6.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,253,705 | $1.31 億 | 0.09% | +302,818+31.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,290,696 | $1.35 億 | 0.18% | +472,356+57.7% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,300,921 | $1.36 億 | 14.80% | +1,300,921 | 新進 |
| Loomis Sayles & Co L P | 1,303,143 | $1.36 億 | 0.18% | −95,073−6.8% | 減碼 |
| Mawer Investment Management Ltd. | 1,326,012 | $1.38 億 | 0.66% | −135,804−9.3% | 減碼 |
| Bank of Montreal | 1,276,926 | $1.40 億 | 0.08% | −290,027−18.5% | 減碼 |
| RWC Asset Management LLP | 1,342,238 | $1.40 億 | 3.88% | +351,357+35.5% | 加碼 |
| Echo Street Capital Management LLC | 1,343,420 | $1.40 億 | 1.01% | −15,855−1.2% | 減碼 |
| Capital International Inc | 1,357,089 | $1.41 億 | 1.59% | +47,463+3.6% | 加碼 |
| Citadel Advisors LLC | 1,367,068 | $1.43 億 | 0.16% | +765,533+127.3% | 加碼 |
| Altshuler Shaham Ltd | 1,362,221 | $1.43 億 | 1.33% | −10,596,855−88.6% | 減碼 |
| Pendal Group Limited | 4,739,548 | $1.43 億 | 1.18% | −83,662−1.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,381,845 | $1.44 億 | 0.30% | +318,570+30.0% | 加碼 |
| Rafferty Asset Management, LLC | 1,385,643 | $1.44 億 | 0.86% | +51,576+3.9% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,388,000 | $1.45 億 | 13.51% | +560,000+67.6% | 加碼 |
| Mondrian Investment Partners LTD | 1,396,119 | $1.46 億 | 3.16% | −143,078−9.3% | 減碼 |
| Group One Trading, L.P. | 1,420,439 | $1.48 億 | 3.23% | +1,214,578+590.0% | 加碼 |
| First Trust Advisors LP | 1,423,062 | $1.48 億 | 0.15% | +231,937+19.5% | 加碼 |
| Natixis Investment Managers International | 1,441,356 | $1.50 億 | 2.63% | +1,379,080+2,214.5% | 加碼 |
| Alliancebernstein L.P. | 1,468,087 | $1.53 億 | 0.06% | +225,968+18.2% | 加碼 |
| American Century Companies Inc | 1,492,205 | $1.56 億 | 0.11% | +296,764+24.8% | 加碼 |
| Aspex Management (HK) Ltd | 1,550,138 | $1.62 億 | 6.59% | +1,550,138 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,599,555 | $1.67 億 | 0.58% | −391,129−19.6% | 減碼 |
| Raymond James & Associates | 1,613,662 | $1.68 億 | 0.14% | −86,706−5.1% | 減碼 |
| Thornburg Investment Management Inc | 1,762,795 | $1.84 億 | 2.41% | +127,719+7.8% | 加碼 |
| Deutsche Bank AG | 1,836,806 | $1.92 億 | 0.09% | +61,611+3.5% | 加碼 |
| Amundi | 1,910,215 | $1.92 億 | 0.13% | −9,801−0.5% | 減碼 |
| Two Sigma Investments, LP | 1,871,011 | $1.95 億 | 0.59% | +1,743,044+1,362.1% | 加碼 |
| Intermede Investment Partners Ltd | 1,906,968 | $1.99 億 | 4.65% | +80,043+4.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,990,657 | $2.08 億 | 1.00% | +514,507+34.9% | 加碼 |
| Parametric Portfolio Associates LLC | 1,991,681 | $2.08 億 | 0.11% | −28,101−1.4% | 減碼 |
| Sarasin & Partners LLP | 1,992,109 | $2.08 億 | 2.09% | −33,296−1.6% | 減碼 |
| HSBC Holdings PLC | 1,930,170 | $2.13 億 | 0.29% | +1,433,133+288.3% | 加碼 |
| Envestnet Asset Management Inc | 2,042,991 | $2.13 億 | 0.11% | −209,630−9.3% | 減碼 |
| Railway Pension Investments Ltd | 2,047,683 | $2.13 億 | 1.65% | +225,200+12.4% | 加碼 |
| Saturna Capital CORP | 2,107,969 | $2.20 億 | 4.43% | −2,035−0.1% | 減碼 |
| National Bank of Canada | 2,210,448 | $2.28 億 | 0.89% | +1,975,900+842.4% | 加碼 |
| Ci Investments Inc. | 2,197,609 | $2.29 億 | 0.84% | −136,746−5.9% | 減碼 |
| Great West Life Assurance Co | 2,144,358 | $2.31 億 | 0.48% | +53,703+2.6% | 加碼 |
| Mirova US LLC | 2,252,702 | $2.35 億 | 4.51% | +158,962+7.6% | 加碼 |
| Capital Group Private Client Services, Inc. | 2,271,862 | $2.37 億 | 2.59% | −60,101−2.6% | 減碼 |
| Principal Financial Group Inc | 2,285,693 | $2.38 億 | 0.15% | −22,549−1.0% | 減碼 |
| Impax Asset Management Group plc | 2,293,601 | $2.39 億 | 0.99% | +417,233+22.2% | 加碼 |
| Standard Life Aberdeen plc | 2,319,933 | $2.44 億 | 0.62% | −144,041−5.8% | 減碼 |
| SEI Investments Co | 2,341,661 | $2.44 億 | 0.49% | −205,740−8.1% | 減碼 |
| GQG Partners LLC | 2,355,947 | $2.46 億 | 0.57% | −11,183,492−82.6% | 減碼 |
| Jane Street Group, LLC | 2,397,515 | $2.50 億 | 0.46% | +815,154+51.5% | 加碼 |
| Northcape Capital Pty Ltd | 2,419,642 | $2.52 億 | 25.79% | −14,228−0.6% | 減碼 |
| HRT Financial LP | 2,456,485 | $2.56 億 | 1.83% | +2,456,485 | 新進 |
| New York State Common Retirement Fund | 2,458,808 | $2.56 億 | 0.27% | −35,021−1.4% | 減碼 |
| Nine Masts Capital Ltd | 2,497,622 | $2.60 億 | 56.05% | +2,497,622 | 新進 |