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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2022/6/30 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
- 1,380
- 較 2022 年第 1 季 −77 家
- 持有股數
- 8.68 億
- 較 2022 年第 1 季 −325.0 萬 (−0.4%)
- 總市值
- $711.6 億
- 較 2022 年第 1 季 −$191.7 億 (−21.2%)
- 新進機構
- 107
- 另有 496 家加碼
- 清倉機構
- 184
- 另有 571 家減碼
另有 20 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Capital, LLC | 41,488,685 | $33.9 億 | 8.59% | −143,170−0.3% | 減碼 |
| JPMorgan Chase & Co | 39,968,747 | $32.7 億 | 0.48% | +1,535,296+4.0% | 加碼 |
| Capital World Investors | 35,154,124 | $28.7 億 | 0.61% | −929,003−2.6% | 減碼 |
| Bank of New York Mellon Corp | 28,714,342 | $23.5 億 | 0.54% | −875,844−3.0% | 減碼 |
| Morgan Stanley | 27,582,534 | $22.5 億 | 0.29% | +3,072,788+12.5% | 加碼 |
| Massachusetts Financial Services Co | 27,477,217 | $22.5 億 | 0.77% | −230,634−0.8% | 減碼 |
| Fisher Asset Management, LLC | 26,323,153 | $21.5 億 | 1.52% | +134,529+0.5% | 加碼 |
| Capital International Investors | 25,496,467 | $20.9 億 | 0.57% | −3,995,857−13.5% | 減碼 |
| Vanguard Group Inc | 16,624,232 | $13.6 億 | 0.04% | −1,143,690−6.4% | 減碼 |
| Goldman Sachs Group Inc | 16,175,834 | $13.2 億 | 0.38% | +4,572,520+39.4% | 加碼 |
| Fiera Capital Corp | 15,875,702 | $13.0 億 | 3.85% | +261,287+1.7% | 加碼 |
| BlackRock Inc. | 14,885,067 | $12.2 億 | 0.04% | −3,059,173−17.0% | 減碼 |
| Royal Bank of Canada | 14,669,892 | $12.0 億 | 0.37% | +562,862+4.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 14,616,282 | $11.9 億 | 1.69% | +5,552,107+61.3% | 加碼 |
| FMR LLC | 13,385,430 | $10.9 億 | 0.11% | −458,095−3.3% | 減碼 |
| Bank of America Corp | 11,985,699 | $9.80 億 | 0.12% | −380,836−3.1% | 減碼 |
| Wellington Management Group LLP | 11,962,565 | $9.78 億 | 0.20% | −723,490−5.7% | 減碼 |
| WCM Investment Management, LLC | 11,147,971 | $9.33 億 | 3.34% | −590,394−5.0% | 減碼 |
| Schroder Investment Management Group | 10,822,645 | $8.85 億 | 1.35% | −65,745−0.6% | 減碼 |
| Harding Loevner LP | 10,614,621 | $8.68 億 | 5.35% | −714,382−6.3% | 減碼 |
| Van Eck Associates Corp | 9,499,936 | $7.77 億 | 2.06% | +592,937+6.7% | 加碼 |
| William Blair Investment Management, LLC | 9,404,219 | $7.69 億 | 2.85% | −1,376,903−12.8% | 減碼 |
| Sands Capital Management, LLC | 9,028,657 | $7.38 億 | 2.56% | −182,252−2.0% | 減碼 |
| First Eagle Investment Management, LLC | 8,961,845 | $7.33 億 | 2.07% | −101,192−1.1% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 8,934,961 | $7.30 億 | 6.89% | +953,547+11.9% | 加碼 |
| Baillie Gifford & Co | 7,942,306 | $6.49 億 | 0.67% | +40,738+0.5% | 加碼 |
| Price T Rowe Associates Inc | 7,251,574 | $5.93 億 | 0.07% | −2,557,965−26.1% | 減碼 |
| AQR Capital Management LLC | 6,818,131 | $5.57 億 | 1.26% | −157,456−2.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,652,128 | $5.44 億 | 0.91% | +125,738+1.9% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 6,602,047 | $5.40 億 | 7.03% | −189,597−2.8% | 減碼 |
| Jennison Associates LLC | 6,434,014 | $5.26 億 | 0.52% | −3,498,499−35.2% | 減碼 |
| UBS Group AG | 6,191,742 | $5.06 億 | 0.26% | −650,808−9.5% | 減碼 |
| Vontobel Holding Ltd. | 5,562,867 | $4.65 億 | 5.03% | −9000.0% | 減碼 |
| Orbis Allan Gray Ltd | 5,543,772 | $4.53 億 | 3.65% | +2,358,381+74.0% | 加碼 |
| Russell Investments Group, Ltd. | 5,516,955 | $4.51 億 | 0.92% | +72,672+1.3% | 加碼 |
| Janus Henderson Group PLC | 5,253,726 | $4.30 億 | 0.30% | −84,688−1.6% | 減碼 |
| Ameriprise Financial Inc | 5,180,514 | $4.19 億 | 0.15% | +1,070,783+26.1% | 加碼 |
| Dimensional Fund Advisors LP | 5,058,323 | $4.14 億 | 0.15% | +36,676+0.7% | 加碼 |
| Barclays PLC | 4,848,949 | $3.96 億 | 0.44% | −455,736−8.6% | 減碼 |
| Egerton Capital (UK) LLP | 4,766,302 | $3.90 億 | 2.63% | +4,766,302 | 新進 |
| Man Group plc | – | $3.87 億 | 1.65% | – | – |
| Assenagon Asset Management S.A. | 4,668,619 | $3.82 億 | 1.61% | −768,992−14.1% | 減碼 |
| Lazard Asset Management LLC | 4,606,262 | $3.77 億 | 0.51% | −242,227−5.0% | 減碼 |
| Citigroup Inc | 4,488,929 | $3.67 億 | 0.49% | +117,071+2.7% | 加碼 |
| State Street Corp | 4,445,725 | $3.65 億 | 0.02% | +367,635+9.0% | 加碼 |
| LMR Partners LLP | 4,314,445 | $3.53 億 | 7.46% | +350,409+8.8% | 加碼 |
| Franklin Resources Inc | 4,226,000 | $3.45 億 | 0.17% | +645,282+18.0% | 加碼 |
| Brown Advisory Inc | 4,157,205 | $3.40 億 | 0.64% | −343,047−7.6% | 減碼 |
| Alkeon Capital Management LLC | 3,928,121 | $3.21 億 | 1.93% | −124,026−3.1% | 減碼 |
| Bamco Inc | 3,909,345 | $3.20 億 | 1.03% | −619,459−13.7% | 減碼 |
| Driehaus Capital Management LLC | 3,795,135 | $3.10 億 | 5.03% | +8,927+0.2% | 加碼 |
| Aspex Management (HK) Ltd | 3,750,138 | $3.07 億 | 7.74% | +2,200,000+141.9% | 加碼 |
| Vontobel Asset Management Inc | 3,400,629 | $3.00 億 | 2.19% | +409,273+13.7% | 加碼 |
| Millennium Management LLC | 3,639,499 | $2.98 億 | 0.39% | +945,986+35.1% | 加碼 |
| Martin Currie Ltd | 3,619,838 | $2.96 億 | 11.46% | +44,402+1.2% | 加碼 |
| Northern Trust Corp | 3,538,790 | $2.89 億 | 0.06% | −358,934−9.2% | 減碼 |
| Wells Fargo & Company | 3,443,027 | $2.81 億 | 0.09% | −907,198−20.9% | 減碼 |
| Causeway Capital Management LLC | 3,413,389 | $2.79 億 | 7.46% | −229,821−6.3% | 減碼 |
| Ninety One UK Ltd | 3,376,333 | $2.76 億 | 0.82% | +83,997+2.6% | 加碼 |
| Cantillon Capital Management LLC | 3,350,118 | $2.74 億 | 2.29% | −18,082−0.5% | 減碼 |
| TD Asset Management Inc | 3,328,272 | $2.72 億 | 0.32% | −577,859−14.8% | 減碼 |
| Marshall Wace, LLP | 3,283,059 | $2.68 億 | 0.61% | +2,970,917+951.8% | 加碼 |
| FIL Ltd | 3,252,660 | $2.66 億 | 0.32% | −479,568−12.8% | 減碼 |
| Nuveen Asset Management, LLC | 3,196,513 | $2.61 億 | 0.10% | −110,492−3.3% | 減碼 |
| Royal London Asset Management Ltd | 2,918,605 | $2.39 億 | 1.10% | +375,163+14.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,860,046 | $2.34 億 | 1.08% | −105,654−3.6% | 減碼 |
| Ci Investments Inc. | 2,788,208 | $2.28 億 | 1.06% | +590,599+26.9% | 加碼 |
| Allianz Asset Management GmbH | 2,781,979 | $2.27 億 | 0.23% | −47,002−1.7% | 減碼 |
| Invesco Ltd. | 2,758,250 | $2.25 億 | 0.07% | −113,186−3.9% | 減碼 |
| SEI Investments Co | 2,694,793 | $2.20 億 | 0.48% | +353,132+15.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,691,714 | $2.20 億 | 0.36% | +1,401,018+108.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,601,419 | $2.13 億 | 0.81% | −15,118−0.6% | 減碼 |
| AustralianSuper Pty Ltd | 2,551,573 | $2.09 億 | 1.39% | −152,651−5.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,551,043 | $2.09 億 | 1.13% | +560,386+28.2% | 加碼 |
| Northcape Capital Pty Ltd | 2,549,228 | $2.08 億 | 26.09% | +129,586+5.4% | 加碼 |
| Two Sigma Investments, LP | 2,500,894 | $2.04 億 | 0.69% | +629,883+33.7% | 加碼 |
| Comgest Global Investors S.A.S. | 2,480,054 | $2.03 億 | 3.98% | −24,668−1.0% | 減碼 |
| National Bank of Canada | 2,442,415 | $1.98 億 | 1.06% | +231,967+10.5% | 加碼 |
| Mirova US LLC | 2,388,251 | $1.95 億 | 4.20% | +135,549+6.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,301,218 | $1.89 億 | 0.13% | +1,047,513+83.6% | 加碼 |
| New York State Common Retirement Fund | 2,301,662 | $1.88 億 | 0.25% | −157,146−6.4% | 減碼 |
| Epoch Investment Partners, Inc. | 2,289,224 | $1.87 億 | 1.10% | −328,205−12.5% | 減碼 |
| Principal Financial Group Inc | 2,200,553 | $1.80 億 | 0.13% | −85,140−3.7% | 減碼 |
| Standard Life Aberdeen plc | 2,186,051 | $1.79 億 | 0.56% | −133,882−5.8% | 減碼 |
| Capital Group Private Client Services, Inc. | 2,177,324 | $1.78 億 | 2.30% | −94,538−4.2% | 減碼 |
| Great West Life Assurance Co | 2,109,591 | $1.73 億 | 0.46% | −34,767−1.6% | 減碼 |
| Saturna Capital CORP | 2,108,809 | $1.72 億 | 4.08% | +8400.0% | 加碼 |
| Sarasin & Partners LLP | 2,055,721 | $1.68 億 | 2.12% | +63,612+3.2% | 加碼 |
| Railway Pension Investments Ltd | 2,047,683 | $1.67 億 | 1.64% | 00.0% | 不變 |
| Credit Suisse AG | 2,042,218 | $1.67 億 | 0.18% | −463,011−18.5% | 減碼 |
| Envestnet Asset Management Inc | 1,989,760 | $1.63 億 | 0.09% | −53,231−2.6% | 減碼 |
| Intermede Investment Partners Ltd | 1,975,459 | $1.61 億 | 4.48% | +68,491+3.6% | 加碼 |
| Nine Masts Capital Ltd | 1,968,744 | $1.61 億 | 42.98% | −528,878−21.2% | 減碼 |
| Amundi | 1,903,542 | $1.59 億 | 0.13% | −6,673−0.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,946,543 | $1.59 億 | 0.61% | +346,988+21.7% | 加碼 |
| HSBC Holdings PLC | 1,825,022 | $1.58 億 | 0.24% | −105,148−5.4% | 減碼 |
| Deutsche Bank AG | 1,938,349 | $1.58 億 | 0.09% | +101,543+5.5% | 加碼 |
| Axiom Investors LLC | 1,936,295 | $1.58 億 | 4.75% | −1,511,633−43.8% | 減碼 |
| Ovata Capital Management Ltd | 1,940,673 | $1.58 億 | 46.24% | +1,081,903+126.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,898,255 | $1.55 億 | 0.35% | +647,601+51.8% | 加碼 |