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 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2022/12/31 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
- 1,401
- 較 2022 年第 3 季 +121 家
- 持有股數
- 8.49 億
- 較 2022 年第 3 季 −2,313 萬 (−2.7%)
- 總市值
- $632.3 億
- 較 2022 年第 3 季 +$36.9 億 (+6.2%)
- 新進機構
- 231
- 另有 525 家加碼
- 清倉機構
- 110
- 另有 483 家減碼
另有 24 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Capital, LLC | 42,253,560 | $31.5 億 | 8.25% | −680,770−1.6% | 減碼 |
| JPMorgan Chase & Co | 34,415,110 | $25.6 億 | 0.36% | −4,090,316−10.6% | 減碼 |
| Morgan Stanley | 32,513,567 | $24.2 億 | 0.28% | +7,045,899+27.7% | 加碼 |
| FMR LLC | 27,780,606 | $20.7 億 | 0.21% | +11,848,523+74.4% | 加碼 |
| Bank of New York Mellon Corp | 26,067,266 | $19.4 億 | 0.44% | −1,345,253−4.9% | 減碼 |
| Capital World Investors | 25,907,881 | $19.3 億 | 0.41% | −4,630,089−15.2% | 減碼 |
| Massachusetts Financial Services Co | 25,025,822 | $18.6 億 | 0.65% | −952,507−3.7% | 減碼 |
| Fisher Asset Management, LLC | 24,417,775 | $18.2 億 | 1.23% | −708,393−2.8% | 減碼 |
| Royal Bank of Canada | 20,904,564 | $15.6 億 | 0.47% | +5,881,140+39.1% | 加碼 |
| Capital International Investors | 18,791,461 | $14.0 億 | 0.38% | −4,584,041−19.6% | 減碼 |
| Fiera Capital Corp | 15,246,923 | $11.4 億 | 3.53% | +147,774+1.0% | 加碼 |
| Vanguard Group Inc | 14,935,685 | $11.1 億 | 0.03% | −398,949−2.6% | 減碼 |
| Goldman Sachs Group Inc | 12,971,262 | $9.66 億 | 0.28% | +1,181,935+10.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 12,390,924 | $9.23 億 | 1.29% | −1,322,936−9.6% | 減碼 |
| Schroder Investment Management Group | 11,342,489 | $8.45 億 | 1.34% | +394,914+3.6% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 10,391,400 | $7.74 億 | 7.39% | +782,730+8.1% | 加碼 |
| Wellington Management Group LLP | 10,207,466 | $7.60 億 | 0.15% | −584,117−5.4% | 減碼 |
| Harding Loevner LP | 9,950,901 | $7.41 億 | 4.27% | −381,424−3.7% | 減碼 |
| Van Eck Associates Corp | 9,923,549 | $7.39 億 | 1.91% | −100,061−1.0% | 減碼 |
| William Blair Investment Management, LLC | 9,762,231 | $7.27 億 | 2.78% | +615,611+6.7% | 加碼 |
| BlackRock Inc. | 9,674,517 | $7.21 億 | 0.02% | −3,753,820−28.0% | 減碼 |
| Bank of America Corp | 9,197,126 | $6.85 億 | 0.09% | −1,883,628−17.0% | 減碼 |
| First Eagle Investment Management, LLC | 9,029,539 | $6.73 億 | 1.85% | +122,272+1.4% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 8,292,724 | $6.18 億 | 0.21% | −51,768,156−86.2% | 減碼 |
| UBS Group AG | 7,890,766 | $5.88 億 | 0.28% | +3,295,295+71.7% | 加碼 |
| AQR Capital Management LLC | 7,739,013 | $5.76 億 | 1.31% | +554,548+7.7% | 加碼 |
| Renaissance Technologies LLC | 7,577,020 | $5.64 億 | 0.77% | +7,550,320+28,278.4% | 加碼 |
| Baillie Gifford & Co | 7,422,499 | $5.53 億 | 0.58% | −214,385−2.8% | 減碼 |
| Price T Rowe Associates Inc | 7,316,222 | $5.45 億 | 0.09% | −120,679−1.6% | 減碼 |
| GQG Partners LLC | 6,706,050 | $5.00 億 | 1.35% | −11,385,882−62.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,474,263 | $4.82 億 | 0.83% | −37,937−0.6% | 減碼 |
| Orbis Allan Gray Ltd | 6,445,296 | $4.80 億 | 3.81% | +407,472+6.7% | 加碼 |
| Deutsche Bank AG | 6,316,219 | $4.70 億 | 0.27% | +4,318,775+216.2% | 加碼 |
| Sands Capital Management, LLC | 5,891,001 | $4.39 億 | 1.66% | −357,925−5.7% | 減碼 |
| FIL Ltd | 5,667,838 | $4.22 億 | 0.51% | +2,642,730+87.4% | 加碼 |
| Ameriprise Financial Inc | 5,514,326 | $4.09 億 | 0.14% | +113,817+2.1% | 加碼 |
| Russell Investments Group, Ltd. | 5,452,327 | $4.06 億 | 0.84% | −143,163−2.6% | 減碼 |
| Franklin Resources Inc | 5,209,280 | $3.88 億 | 0.20% | +452,711+9.5% | 加碼 |
| Barclays PLC | 4,990,317 | $3.72 億 | 0.32% | +331,218+7.1% | 加碼 |
| Lazard Asset Management LLC | 4,981,243 | $3.71 億 | 0.51% | +122,064+2.5% | 加碼 |
| Dimensional Fund Advisors LP | 4,934,495 | $3.68 億 | 0.13% | +5,347+0.1% | 加碼 |
| Vontobel Holding Ltd. | 4,967,535 | $3.63 億 | 3.66% | −805,950−14.0% | 減碼 |
| Brown Advisory Inc | 4,868,886 | $3.63 億 | 0.67% | +373,411+8.3% | 加碼 |
| Man Group plc | 4,777,757 | $3.56 億 | 1.28% | +38,373+0.8% | 加碼 |
| Alkeon Capital Management LLC | 4,737,187 | $3.53 億 | 2.62% | −455,513−8.8% | 減碼 |
| Two Sigma Advisers, LP | 4,627,900 | $3.45 億 | 0.96% | +1,178,600+34.2% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,504,162 | $3.36 億 | 5.24% | −146,868−3.2% | 減碼 |
| AustralianSuper Pty Ltd | 4,427,275 | $3.28 億 | 2.37% | +1,845,486+71.5% | 加碼 |
| Ninety One UK Ltd | 4,183,670 | $3.12 億 | 1.00% | +7,652+0.2% | 加碼 |
| State Street Corp | 4,044,278 | $3.03 億 | 0.02% | −23,027−0.6% | 減碼 |
| Bamco Inc | 3,847,405 | $2.87 億 | 0.96% | +197,504+5.4% | 加碼 |
| Millennium Management LLC | 3,705,880 | $2.76 億 | 0.31% | +1,496,060+67.7% | 加碼 |
| Driehaus Capital Management LLC | 3,406,682 | $2.54 億 | 3.78% | −44,843−1.3% | 減碼 |
| Martin Currie Ltd | 3,404,791 | $2.54 億 | 9.91% | −153,789−4.3% | 減碼 |
| Citigroup Inc | 3,379,715 | $2.52 億 | 0.35% | −499,705−12.9% | 減碼 |
| Citadel Advisors LLC | 3,334,497 | $2.48 億 | 0.29% | +2,464,564+283.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 3,297,778 | $2.46 億 | 0.93% | +659,689+25.0% | 加碼 |
| Windacre Partnership LLC | 3,290,000 | $2.45 億 | 5.92% | +3,290,000 | 新進 |
| Cantillon Capital Management LLC | 3,250,254 | $2.42 億 | 2.05% | −72,028−2.2% | 減碼 |
| Royal London Asset Management Ltd | 3,226,315 | $2.40 億 | 1.08% | +442,005+15.9% | 加碼 |
| Wells Fargo & Company | 3,159,159 | $2.35 億 | 0.07% | −131,319−4.0% | 減碼 |
| Causeway Capital Management LLC | 3,058,834 | $2.28 億 | 6.61% | −310,791−9.2% | 減碼 |
| Northern Trust Corp | 2,964,320 | $2.21 億 | 0.05% | −121,063−3.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,845,967 | $2.12 億 | 0.36% | +207,304+7.9% | 加碼 |
| Jane Street Group, LLC | 2,786,122 | $2.08 億 | 0.39% | +1,327,993+91.1% | 加碼 |
| Northcape Capital Pty Ltd | 2,753,253 | $2.05 億 | 25.27% | −261,691−8.7% | 減碼 |
| Sarasin & Partners LLP | 2,688,986 | $2.00 億 | 2.62% | +702,004+35.3% | 加碼 |
| Susquehanna International Group, LLP | 2,682,642 | $2.00 億 | 0.39% | +843,657+45.9% | 加碼 |
| Assenagon Asset Management S.A. | 2,663,175 | $1.98 億 | 0.82% | +2,637,915+10,443.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,633,643 | $1.96 億 | 0.70% | +264,230+11.2% | 加碼 |
| UBS Asset Management Americas Inc | 2,616,052 | $1.95 億 | 0.10% | +883,196+51.0% | 加碼 |
| Comgest Global Investors S.A.S. | 2,591,949 | $1.93 億 | 4.26% | −81,740−3.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,559,537 | $1.91 億 | 7.90% | +1,655,542+183.1% | 加碼 |
| Vontobel Asset Management Inc | 2,347,296 | $1.90 億 | 1.51% | −295,116−11.2% | 減碼 |
| Select Equity Group, L.P. | 2,527,950 | $1.88 億 | 0.73% | +1,906,239+306.6% | 加碼 |
| Aspex Management (HK) Ltd | 2,490,576 | $1.86 億 | 5.19% | −706,562−22.1% | 減碼 |
| Bank of Montreal | 2,433,395 | $1.82 億 | 0.14% | +1,231,817+102.5% | 加碼 |
| Mirova US LLC | 2,367,172 | $1.76 億 | 3.54% | +31,338+1.3% | 加碼 |
| Ovata Capital Management Ltd | 2,381,534 | $1.76 億 | 57.43% | +273,064+13.0% | 加碼 |
| Invesco Ltd. | 2,352,372 | $1.75 億 | 0.05% | −16,238−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,334,741 | $1.75 億 | 0.11% | +290,456+14.2% | 加碼 |
| Intermede Investment Partners Ltd | 2,303,460 | $1.72 億 | 4.79% | −106,301−4.4% | 減碼 |
| Nuveen Asset Management, LLC | 2,289,293 | $1.71 億 | 0.07% | −123,426−5.1% | 減碼 |
| Ci Investments Inc. | 2,279,795 | $1.70 億 | 0.86% | −310,848−12.0% | 減碼 |
| Credit Suisse AG | 2,222,377 | $1.66 億 | 0.18% | −130,308−5.5% | 減碼 |
| Janus Henderson Group PLC | 2,191,006 | $1.63 億 | 0.12% | −4,889−0.2% | 減碼 |
| Voya Investment Management LLC | 2,162,314 | $1.61 億 | 0.19% | +730,052+51.0% | 加碼 |
| Great West Life Assurance Co | 2,141,556 | $1.60 億 | 0.42% | +14,971+0.7% | 加碼 |
| Principal Financial Group Inc | 2,148,776 | $1.60 億 | 0.12% | −46,867−2.1% | 減碼 |
| Saturna Capital CORP | 2,101,171 | $1.57 億 | 3.37% | −7,236−0.3% | 減碼 |
| Standard Life Aberdeen plc | 2,099,995 | $1.56 億 | 0.43% | −36,303−1.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,095,100 | $1.56 億 | 0.79% | +1,329,500+173.7% | 加碼 |
| New York State Common Retirement Fund | 2,085,917 | $1.55 億 | 0.21% | −423,194−16.9% | 減碼 |
| HSBC Holdings PLC | 2,072,454 | $1.54 億 | 0.19% | +957,064+85.8% | 加碼 |
| Canada Pension Plan Investment Board | 2,056,300 | $1.53 億 | 0.27% | +1,376,300+202.4% | 加碼 |
| Railway Pension Investments Ltd | 2,047,683 | $1.53 億 | 1.53% | 00.0% | 不變 |
| ARGA Investment Management, LP | 2,040,731 | $1.52 億 | 6.48% | +2,040,731 | 新進 |
| Two Sigma Investments, LP | 1,941,413 | $1.45 億 | 0.47% | −1,361,886−41.2% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,868,000 | $1.39 億 | 17.43% | +420,000+29.0% | 加碼 |
| SEI Investments Co | 1,856,294 | $1.38 億 | 0.31% | −715,066−27.8% | 減碼 |