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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2022/9/30 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
- 1,304
- 較 2022 年第 2 季 −56 家
- 持有股數
- 8.74 億
- 較 2022 年第 2 季 +693.3 萬 (+0.8%)
- 總市值
- $596.5 億
- 較 2022 年第 2 季 −$114.7 億 (−16.1%)
- 新進機構
- 102
- 另有 452 家加碼
- 清倉機構
- 158
- 另有 554 家減碼
另有 20 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc大師波克夏 | 60,060,880 | $41.2 億 | 1.39% | +60,060,880 | 新進 |
| Sanders Capital, LLC | 42,934,330 | $29.4 億 | 8.10% | +1,445,645+3.5% | 加碼 |
| JPMorgan Chase & Co | 38,505,426 | $26.4 億 | 0.41% | −1,463,321−3.7% | 減碼 |
| Capital World Investors | 30,537,970 | $20.9 億 | 0.47% | −4,616,154−13.1% | 減碼 |
| Bank of New York Mellon Corp | 27,412,519 | $18.8 億 | 0.46% | −1,301,823−4.5% | 減碼 |
| Massachusetts Financial Services Co | 25,978,329 | $17.8 億 | 0.67% | −1,498,888−5.5% | 減碼 |
| Morgan Stanley | 25,467,668 | $17.5 億 | 0.24% | −2,114,866−7.7% | 減碼 |
| Fisher Asset Management, LLC | 25,126,168 | $17.2 億 | 1.29% | −1,196,985−4.5% | 減碼 |
| Capital International Investors | 23,375,502 | $16.0 億 | 0.47% | −2,120,965−8.3% | 減碼 |
| GQG Partners LLC | 18,091,932 | $12.4 億 | 3.58% | +16,468,161+1,014.2% | 加碼 |
| FMR LLC | 15,932,083 | $10.9 億 | 0.11% | +2,546,653+19.0% | 加碼 |
| Vanguard Group Inc | 15,334,634 | $10.5 億 | 0.03% | −1,289,598−7.8% | 減碼 |
| Royal Bank of Canada | 15,023,424 | $10.3 億 | 0.34% | +353,532+2.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 13,713,860 | $9.40 億 | 1.39% | −902,422−6.2% | 減碼 |
| BlackRock Inc. | 13,428,337 | $9.21 億 | 0.03% | −1,456,730−9.8% | 減碼 |
| Fiera Capital Corp | 15,099,149 | $9.07 億 | 3.25% | −776,553−4.9% | 減碼 |
| Goldman Sachs Group Inc | 11,789,327 | $8.08 億 | 0.24% | −4,386,507−27.1% | 減碼 |
| Bank of America Corp | 11,080,754 | $7.60 億 | 0.10% | −904,945−7.6% | 減碼 |
| Schroder Investment Management Group | 10,947,575 | $7.51 億 | 1.24% | +124,930+1.2% | 加碼 |
| Wellington Management Group LLP | 10,791,583 | $7.40 億 | 0.16% | −1,170,982−9.8% | 減碼 |
| Harding Loevner LP | 10,332,325 | $7.08 億 | 4.64% | −282,296−2.7% | 減碼 |
| Van Eck Associates Corp | 10,023,610 | $6.87 億 | 2.04% | +523,674+5.5% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 9,608,670 | $6.59 億 | 6.21% | +673,709+7.5% | 加碼 |
| William Blair Investment Management, LLC | 9,146,620 | $6.27 億 | 2.48% | −257,599−2.7% | 減碼 |
| First Eagle Investment Management, LLC | 8,907,267 | $6.11 億 | 1.85% | −54,578−0.6% | 減碼 |
| Price T Rowe Associates Inc | 7,436,901 | $5.24 億 | 0.09% | +185,327+2.6% | 加碼 |
| Baillie Gifford & Co | 7,636,884 | $5.24 億 | 0.54% | −305,422−3.8% | 減碼 |
| AQR Capital Management LLC | 7,184,465 | $4.93 億 | 1.20% | +366,334+5.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,512,200 | $4.46 億 | 0.79% | −139,928−2.1% | 減碼 |
| Sands Capital Management, LLC | 6,248,926 | $4.28 億 | 1.61% | −2,779,731−30.8% | 減碼 |
| Orbis Allan Gray Ltd | 6,037,824 | $4.14 億 | 3.39% | +494,052+8.9% | 加碼 |
| Vontobel Holding Ltd. | 5,773,485 | $3.96 億 | 4.62% | +210,618+3.8% | 加碼 |
| Russell Investments Group, Ltd. | 5,595,490 | $3.84 億 | 0.84% | +78,535+1.4% | 加碼 |
| Ameriprise Financial Inc | 5,400,509 | $3.69 億 | 0.14% | +219,995+4.2% | 加碼 |
| Alkeon Capital Management LLC | 5,192,700 | $3.56 億 | 2.45% | +1,264,579+32.2% | 加碼 |
| Dimensional Fund Advisors LP | 4,929,148 | $3.38 億 | 0.13% | −129,175−2.6% | 減碼 |
| Lazard Asset Management LLC | 4,859,179 | $3.33 億 | 0.49% | +252,917+5.5% | 加碼 |
| Franklin Resources Inc | 4,756,569 | $3.26 億 | 0.18% | +530,569+12.6% | 加碼 |
| Man Group plc | 4,739,384 | $3.25 億 | 1.51% | – | – |
| Barclays PLC | 4,659,099 | $3.19 億 | 0.35% | −189,850−3.9% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,651,030 | $3.19 億 | 4.74% | −1,951,017−29.6% | 減碼 |
| UBS Group AG | 4,595,471 | $3.15 億 | 0.18% | −1,596,271−25.8% | 減碼 |
| Brown Advisory Inc | 4,495,475 | $3.08 億 | 0.60% | +338,270+8.1% | 加碼 |
| Ninety One UK Ltd | 4,176,018 | $2.86 億 | 0.94% | +799,685+23.7% | 加碼 |
| State Street Corp | 4,067,305 | $2.81 億 | 0.02% | −378,420−8.5% | 減碼 |
| Citigroup Inc | 3,879,420 | $2.66 億 | 0.38% | −609,509−13.6% | 減碼 |
| Bamco Inc | 3,649,901 | $2.50 億 | 0.81% | −259,444−6.6% | 減碼 |
| Martin Currie Ltd | 3,558,580 | $2.44 億 | 10.37% | −61,258−1.7% | 減碼 |
| Egerton Capital (UK) LLP | 3,460,517 | $2.37 億 | 1.84% | −1,305,785−27.4% | 減碼 |
| Driehaus Capital Management LLC | 3,451,525 | $2.37 億 | 3.58% | −343,610−9.1% | 減碼 |
| Two Sigma Advisers, LP | 3,449,300 | $2.36 億 | 0.68% | +2,864,100+489.4% | 加碼 |
| Causeway Capital Management LLC | 3,369,625 | $2.31 億 | 6.47% | −43,764−1.3% | 減碼 |
| Cantillon Capital Management LLC | 3,322,282 | $2.28 億 | 2.06% | −27,836−0.8% | 減碼 |
| Two Sigma Investments, LP | 3,303,299 | $2.26 億 | 0.78% | +802,405+32.1% | 加碼 |
| Wells Fargo & Company | 3,290,478 | $2.26 億 | 0.08% | −152,549−4.4% | 減碼 |
| Aspex Management (HK) Ltd | 3,197,138 | $2.19 億 | 6.50% | −553,000−14.7% | 減碼 |
| Northern Trust Corp | 3,085,383 | $2.12 億 | 0.05% | −453,407−12.8% | 減碼 |
| FIL Ltd | 3,025,108 | $2.07 億 | 0.27% | −227,552−7.0% | 減碼 |
| Northcape Capital Pty Ltd | 3,014,944 | $2.07 億 | 26.48% | +465,716+18.3% | 加碼 |
| Vontobel Asset Management Inc | 2,642,412 | $2.01 億 | 1.59% | −758,217−22.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,800,873 | $1.92 億 | 1.11% | +249,830+9.8% | 加碼 |
| Royal London Asset Management Ltd | 2,784,310 | $1.91 億 | 0.97% | −134,295−4.6% | 減碼 |
| Comgest Global Investors S.A.S. | 2,673,689 | $1.83 億 | 4.03% | +193,635+7.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,638,663 | $1.81 億 | 0.32% | −53,051−2.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,638,089 | $1.81 億 | 0.73% | +36,670+1.4% | 加碼 |
| Ci Investments Inc. | 2,590,643 | $1.78 億 | 0.92% | −197,565−7.1% | 減碼 |
| AustralianSuper Pty Ltd | 2,581,789 | $1.77 億 | 1.39% | +30,216+1.2% | 加碼 |
| SEI Investments Co | 2,571,360 | $1.76 億 | 0.39% | −123,433−4.6% | 減碼 |
| New York State Common Retirement Fund | 2,509,111 | $1.72 億 | 0.25% | +207,449+9.0% | 加碼 |
| Nuveen Asset Management, LLC | 2,412,719 | $1.65 億 | 0.07% | −783,794−24.5% | 減碼 |
| Intermede Investment Partners Ltd | 2,409,761 | $1.65 億 | 4.63% | +434,302+22.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,369,413 | $1.62 億 | 0.64% | +422,870+21.7% | 加碼 |
| Invesco Ltd. | 2,368,610 | $1.62 億 | 0.05% | −389,640−14.1% | 減碼 |
| Credit Suisse AG | 2,352,685 | $1.61 億 | 0.18% | +310,467+15.2% | 加碼 |
| Mirova US LLC | 2,335,834 | $1.60 億 | 3.74% | −52,417−2.2% | 減碼 |
| Millennium Management LLC | 2,209,820 | $1.52 億 | 0.19% | −1,429,679−39.3% | 減碼 |
| Janus Henderson Group PLC | 2,195,895 | $1.51 億 | 0.11% | −3,057,831−58.2% | 減碼 |
| Principal Financial Group Inc | 2,195,643 | $1.51 億 | 0.12% | −4,910−0.2% | 減碼 |
| LMR Partners LLP | 2,151,200 | $1.47 億 | 3.78% | −2,163,245−50.1% | 減碼 |
| Standard Life Aberdeen plc | 2,136,298 | $1.46 億 | 0.44% | −49,753−2.3% | 減碼 |
| Great West Life Assurance Co | 2,126,585 | $1.46 億 | 0.41% | +16,994+0.8% | 加碼 |
| Epoch Investment Partners, Inc. | 2,124,394 | $1.46 億 | 0.95% | −164,830−7.2% | 減碼 |
| Ovata Capital Management Ltd | 2,108,470 | $1.45 億 | 53.78% | +167,797+8.6% | 加碼 |
| Saturna Capital CORP | 2,108,407 | $1.45 億 | 3.53% | −4020.0% | 減碼 |
| Railway Pension Investments Ltd | 2,047,683 | $1.40 億 | 1.52% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 2,044,285 | $1.40 億 | 0.10% | −256,933−11.2% | 減碼 |
| Hudson Bay Capital Management LP | 2,000,000 | $1.37 億 | 1.45% | +2,000,000 | 新進 |
| Deutsche Bank AG | 1,997,444 | $1.37 億 | 0.08% | +59,095+3.0% | 加碼 |
| Sarasin & Partners LLP | 1,986,982 | $1.36 億 | 1.89% | −68,739−3.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,919,330 | $1.32 億 | 0.86% | +892,402+86.9% | 加碼 |
| Amundi | 1,748,618 | $1.30 億 | 0.08% | −154,924−8.1% | 減碼 |
| Susquehanna International Group, LLP | 1,838,985 | $1.26 億 | 0.26% | +214,768+13.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,768,570 | $1.21 億 | 1.70% | −408,754−18.8% | 減碼 |
| Altshuler Shaham Ltd | 1,730,674 | $1.21 億 | 2.96% | +110,560+6.8% | 加碼 |
| First Trust Advisors LP | 1,743,384 | $1.20 億 | 0.15% | +138,656+8.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,732,856 | $1.19 億 | 0.07% | +857,466+98.0% | 加碼 |
| Macquarie Group Ltd | 1,721,160 | $1.18 億 | 0.14% | −108,552−5.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,713,828 | $1.18 億 | 0.30% | −184,427−9.7% | 減碼 |
| Envestnet Asset Management Inc | 1,679,124 | $1.15 億 | 0.07% | −310,636−15.6% | 減碼 |
| Impax Asset Management Group plc | 1,666,313 | $1.14 億 | 0.59% | +38,309+2.4% | 加碼 |