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
2023 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/3/31 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
- 1,500
- 較 2022 年第 4 季 +124 家
- 持有股數
- 8.55 億
- 較 2022 年第 4 季 +817.9 萬 (+1.0%)
- 總市值
- $797.2 億
- 較 2022 年第 4 季 +$166.5 億 (+26.4%)
- 新進機構
- 234
- 另有 597 家加碼
- 清倉機構
- 110
- 另有 472 家減碼
另有 25 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 41,902,774 | $39.0 億 | 0.36% | +14,122,168+50.8% | 加碼 |
| Sanders Capital, LLC | 41,631,104 | $38.7 億 | 9.17% | −622,456−1.5% | 減碼 |
| JPMorgan Chase & Co | 38,609,760 | $35.9 億 | 0.47% | +4,194,650+12.2% | 加碼 |
| Capital World Investors | 31,543,695 | $29.3 億 | 0.61% | +5,635,814+21.8% | 加碼 |
| Massachusetts Financial Services Co | 25,504,870 | $23.7 億 | 0.81% | +479,048+1.9% | 加碼 |
| Fisher Asset Management, LLC | 25,389,619 | $23.7 億 | 1.44% | +971,844+4.0% | 加碼 |
| Bank of New York Mellon Corp | 24,950,100 | $23.2 億 | 0.51% | −1,117,166−4.3% | 減碼 |
| Morgan Stanley | 24,641,576 | $22.9 億 | 0.25% | −7,871,991−24.2% | 減碼 |
| Royal Bank of Canada | 18,366,482 | $17.1 億 | 0.51% | −2,538,082−12.1% | 減碼 |
| Capital International Investors | 18,101,291 | $16.8 億 | 0.43% | −690,170−3.7% | 減碼 |
| Fiera Capital Corp | 15,419,976 | $14.3 億 | 4.28% | +173,053+1.1% | 加碼 |
| Vanguard Group Inc | 13,692,811 | $12.7 億 | 0.03% | −1,242,874−8.3% | 減碼 |
| BlackRock Inc. | 12,047,759 | $11.2 億 | 0.03% | +2,373,242+24.5% | 加碼 |
| Wellington Management Group LLP | 11,608,650 | $10.8 億 | 0.21% | +1,401,184+13.7% | 加碼 |
| Schroder Investment Management Group | 11,268,435 | $10.5 億 | 1.56% | −74,054−0.7% | 減碼 |
| William Blair Investment Management, LLC | 11,191,148 | $10.4 億 | 3.63% | +1,428,917+14.6% | 加碼 |
| Van Eck Associates Corp | 10,876,895 | $10.1 億 | 2.30% | +953,346+9.6% | 加碼 |
| Harding Loevner LP | 10,721,787 | $9.97 億 | 5.68% | +770,886+7.7% | 加碼 |
| Goldman Sachs Group Inc | 9,461,129 | $8.80 億 | 0.24% | −3,510,133−27.1% | 減碼 |
| GQG Partners LLC | 9,197,003 | $8.56 億 | 2.24% | +2,490,953+37.1% | 加碼 |
| First Eagle Investment Management, LLC | 9,041,430 | $8.41 億 | 2.23% | +11,891+0.1% | 加碼 |
| Bank of America Corp | 8,850,707 | $8.23 億 | 0.09% | −346,419−3.8% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 8,183,930 | $7.61 億 | 7.05% | −2,207,470−21.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,902,826 | $7.35 億 | 0.95% | −4,488,098−36.2% | 減碼 |
| AQR Capital Management LLC | 7,680,221 | $7.14 億 | 1.57% | −58,792−0.8% | 減碼 |
| Price T Rowe Associates Inc | 7,282,814 | $6.77 億 | 0.10% | −33,408−0.5% | 減碼 |
| Baillie Gifford & Co | 7,092,356 | $6.60 億 | 0.60% | −330,143−4.4% | 減碼 |
| Alkeon Capital Management LLC | 6,824,326 | $6.35 億 | 4.06% | +2,087,139+44.1% | 加碼 |
| Orbis Allan Gray Ltd | 6,503,108 | $6.05 億 | 4.76% | +57,812+0.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,306,552 | $5.87 億 | 0.97% | −167,711−2.6% | 減碼 |
| FIL Ltd | 6,202,628 | $5.77 億 | 0.66% | +534,790+9.4% | 加碼 |
| Susquehanna International Group, LLP | 5,993,334 | $5.57 億 | 0.87% | +3,310,692+123.4% | 加碼 |
| Russell Investments Group, Ltd. | 5,960,006 | $5.54 億 | 1.09% | +507,679+9.3% | 加碼 |
| Coatue Management LLC大師Coatue | 5,900,863 | $5.49 億 | 3.65% | +5,900,863 | 新進 |
| Sands Capital Management, LLC | 5,826,837 | $5.42 億 | 1.79% | −64,164−1.1% | 減碼 |
| Ameriprise Financial Inc | 5,473,646 | $5.07 億 | 0.17% | −40,680−0.7% | 減碼 |
| Franklin Resources Inc | 5,292,401 | $4.92 億 | 0.25% | +83,121+1.6% | 加碼 |
| Macquarie Group Ltd | 5,284,316 | $4.92 億 | 0.58% | +4,497,617+571.7% | 加碼 |
| Man Group plc | – | $4.79 億 | 1.71% | – | – |
| Lazard Asset Management LLC | 5,103,891 | $4.75 億 | 0.62% | +122,648+2.5% | 加碼 |
| Brown Advisory Inc | 5,103,118 | $4.75 億 | 0.80% | +234,232+4.8% | 加碼 |
| Windacre Partnership LLC | 5,004,000 | $4.65 億 | 9.95% | +1,714,000+52.1% | 加碼 |
| Vontobel Holding Ltd. | 4,665,004 | $4.34 億 | 4.04% | −302,531−6.1% | 減碼 |
| Dimensional Fund Advisors LP | 4,637,567 | $4.31 億 | 0.15% | −296,928−6.0% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,400,820 | $4.09 億 | 6.69% | −103,342−2.3% | 減碼 |
| Bamco Inc | 4,280,903 | $3.98 億 | 1.20% | +433,498+11.3% | 加碼 |
| UBS Group AG | 4,277,253 | $3.98 億 | 0.18% | −3,613,513−45.8% | 減碼 |
| Barclays PLC | 4,122,862 | $3.84 億 | 0.40% | −867,455−17.4% | 減碼 |
| Ninety One UK Ltd | 4,019,717 | $3.74 億 | 1.16% | −163,953−3.9% | 減碼 |
| Martin Currie Ltd | 3,681,316 | $3.42 億 | 12.23% | +276,525+8.1% | 加碼 |
| Driehaus Capital Management LLC | 3,630,644 | $3.38 億 | 4.74% | +223,962+6.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,616,495 | $3.36 億 | 10.71% | +1,056,958+41.3% | 加碼 |
| State Street Corp | 3,597,079 | $3.36 億 | 0.02% | −447,199−11.1% | 減碼 |
| Voya Investment Management LLC | 3,517,550 | $3.27 億 | 0.35% | +1,355,236+62.7% | 加碼 |
| Royal London Asset Management Ltd | 3,503,449 | $3.26 億 | 1.30% | +277,134+8.6% | 加碼 |
| Jennison Associates LLC | 3,426,810 | $3.19 億 | 0.29% | +3,426,810 | 新進 |
| State of New Jersey Common Pension Fund D | 3,304,921 | $3.07 億 | 1.10% | +7,143+0.2% | 加碼 |
| Wells Fargo & Company | 3,260,553 | $3.03 億 | 0.09% | +101,394+3.2% | 加碼 |
| Axiom Investors LLC | 3,235,383 | $3.01 億 | 4.96% | +1,578,333+95.2% | 加碼 |
| Cantillon Capital Management LLC | 3,199,062 | $2.98 億 | 2.42% | −51,192−1.6% | 減碼 |
| Invesco Ltd. | 3,133,171 | $2.91 億 | 0.08% | +780,799+33.2% | 加碼 |
| Vontobel Asset Management Inc | 2,822,420 | $2.84 億 | 2.05% | +475,124+20.2% | 加碼 |
| Northern Trust Corp | 3,042,407 | $2.83 億 | 0.06% | +78,087+2.6% | 加碼 |
| Ci Investments Inc. | 2,957,734 | $2.75 億 | 1.38% | +677,939+29.7% | 加碼 |
| StonePine Asset Management Inc. | 2,925,540 | $2.72 億 | 6.58% | +2,758,910+1,655.7% | 加碼 |
| Holocene Advisors, LP | 2,866,094 | $2.67 億 | 1.34% | +1,721,276+150.4% | 加碼 |
| Causeway Capital Management LLC | 2,736,507 | $2.55 億 | 6.10% | −322,327−10.5% | 減碼 |
| Nuveen Asset Management, LLC | 2,736,359 | $2.55 億 | 0.09% | +447,066+19.5% | 加碼 |
| Renaissance Technologies LLC | 2,663,420 | $2.48 億 | 0.33% | −4,913,600−64.8% | 減碼 |
| Deutsche Bank AG | 2,603,418 | $2.42 億 | 0.13% | −3,712,801−58.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,602,676 | $2.42 億 | 0.14% | +267,935+11.5% | 加碼 |
| Sarasin & Partners LLP | 2,600,743 | $2.42 億 | 3.05% | −88,243−3.3% | 減碼 |
| ARGA Investment Management, LP | 2,541,162 | $2.36 億 | 8.83% | +500,431+24.5% | 加碼 |
| SEI Investments Co | 2,514,550 | $2.34 億 | 0.43% | +658,256+35.5% | 加碼 |
| AustralianSuper Pty Ltd | 2,427,275 | $2.26 億 | 1.56% | −2,000,000−45.2% | 減碼 |
| Select Equity Group, L.P. | 2,416,220 | $2.25 億 | 0.85% | −111,730−4.4% | 減碼 |
| Mirova US LLC | 2,397,470 | $2.23 億 | 4.05% | +30,298+1.3% | 加碼 |
| Comgest Global Investors S.A.S. | 2,364,243 | $2.20 億 | 4.13% | −227,706−8.8% | 減碼 |
| New York State Common Retirement Fund | 2,350,072 | $2.19 億 | 0.29% | +264,155+12.7% | 加碼 |
| Ruffer LLP | 2,348,305 | $2.18 億 | 7.57% | +2,348,305 | 新進 |
| HSBC Holdings PLC | 2,320,947 | $2.17 億 | 0.28% | +248,493+12.0% | 加碼 |
| Intermede Investment Partners Ltd | 2,312,047 | $2.15 億 | 5.27% | +8,587+0.4% | 加碼 |
| Janus Henderson Group PLC | 2,296,015 | $2.14 億 | 0.14% | +105,009+4.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,294,655 | $2.13 億 | 0.74% | −338,988−12.9% | 減碼 |
| Amundi | 2,359,220 | $2.13 億 | 0.11% | +722,785+44.2% | 加碼 |
| Northcape Capital Pty Ltd | 2,287,112 | $2.13 億 | 26.17% | −466,141−16.9% | 減碼 |
| Balyasny Asset Management LLC | 2,121,312 | $1.97 億 | 0.65% | +994,253+88.2% | 加碼 |
| Saturna Capital CORP | 2,096,607 | $1.95 億 | 3.78% | −4,564−0.2% | 減碼 |
| Great West Life Assurance Co | 2,061,136 | $1.92 億 | 0.48% | −80,420−3.8% | 減碼 |
| American Century Companies Inc | 2,017,562 | $1.88 億 | 0.15% | +187,522+10.2% | 加碼 |
| Principal Financial Group Inc | 1,994,548 | $1.86 億 | 0.13% | −154,228−7.2% | 減碼 |
| Railway Pension Investments Ltd | 1,978,783 | $1.84 億 | 1.88% | −68,900−3.4% | 減碼 |
| Citigroup Inc | 1,957,824 | $1.82 億 | 0.24% | −1,421,891−42.1% | 減碼 |
| LGT Capital Partners Ltd. | 1,899,570 | $1.77 億 | 4.92% | +167,490+9.7% | 加碼 |
| Altshuler Shaham Ltd | 1,792,493 | $1.67 億 | 3.65% | −6,496−0.4% | 減碼 |
| Standard Life Aberdeen plc | 1,782,382 | $1.66 億 | 0.41% | −317,613−15.1% | 減碼 |
| Aspex Management (HK) Ltd | 1,742,367 | $1.62 億 | 3.98% | −748,209−30.0% | 減碼 |
| Millennium Management LLC | 2,001,878 | $1.59 億 | 0.18% | −1,704,002−46.0% | 減碼 |
| Envestnet Asset Management Inc | 3,562,479 | $1.58 億 | 0.08% | +1,928,619+118.0% | 加碼 |
| Ovata Capital Management Ltd | 1,690,845 | $1.57 億 | 66.92% | −690,689−29.0% | 減碼 |