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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 404,043 | $3,758 萬 | 0.38% | +4,077+1.0% | 加碼 |
| Value Aligned Research Advisors, LLC | 402,874 | $3,748 萬 | 13.27% | +1,042+0.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 400,794 | $3,744 萬 | 0.83% | +391,023+4,001.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 401,522 | $3,735 萬 | 0.07% | −5,137−1.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 400,724 | $3,728 萬 | 0.76% | −13,000−3.1% | 減碼 |
| HighTower Advisors, LLC | 397,500 | $3,700 萬 | 0.08% | +18,878+5.0% | 加碼 |
| Alberta Investment Management Corp | 395,368 | $3,678 萬 | 0.36% | +176,050+80.3% | 加碼 |
| Guinness Asset Management LTD | 395,325 | $3,675 萬 | 0.93% | +11,682+3.0% | 加碼 |
| HM Payson & Co | 394,048 | $3,665 萬 | 0.88% | +368,256+1,427.8% | 加碼 |
| Group One Trading, L.P. | 389,366 | $3,622 萬 | 1.72% | −86,806−18.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 383,500 | $3,567 萬 | 0.08% | −42,500−10.0% | 減碼 |
| US Bancorp | 381,987 | $3,553 萬 | 0.06% | −2,507−0.7% | 減碼 |
| Light Street Capital Management, LLC | 381,489 | $3,549 萬 | 8.66% | +381,489 | 新進 |
| Coronation Fund Managers Ltd. | 377,415 | $3,511 萬 | 0.93% | +300,939+393.5% | 加碼 |
| Truist Financial Corp | 377,077 | $3,508 萬 | 0.06% | +10,694+2.9% | 加碼 |
| Creative Planning | 376,942 | $3,506 萬 | 0.05% | +565+0.2% | 加碼 |
| Strategic Vision Investment Ltd | 370,300 | $3,445 萬 | 12.91% | +370,300 | 新進 |
| Varma Mutual Pension Insurance Co | 365,000 | $3,395 萬 | 0.41% | +365,000 | 新進 |
| Maplelane Capital, LLC | 360,000 | $3,349 萬 | 3.41% | +360,000 | 新進 |
| Jarislowsky, Fraser Ltd | 354,943 | $3,302 萬 | 0.20% | −7,508−2.1% | 減碼 |
| Triodos Investment Management BV | 346,925 | $3,227 萬 | 3.63% | −6,300−1.8% | 減碼 |
| Dundas Partners LLP | 344,491 | $3,205 萬 | 3.35% | −8,542−2.4% | 減碼 |
| Chicago Capital, LLC | 344,168 | $3,201 萬 | 1.59% | +109,546+46.7% | 加碼 |
| Aviva PLC | 344,061 | $3,200 萬 | 0.14% | +169,770+97.4% | 加碼 |
| Advisor Group Holdings, Inc. | 343,197 | $3,190 萬 | 0.06% | +42,791+14.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 368,362 | $3,154 萬 | 0.22% | +86,666+30.8% | 加碼 |
| Wedgewood Partners Inc | 338,110 | $3,145 萬 | 5.33% | +37,827+12.6% | 加碼 |
| Cullen Capital Management LLC | 337,157 | $3,136 萬 | 0.29% | +219,902+187.5% | 加碼 |
| Federated Hermes, Inc. | 335,292 | $3,119 萬 | 0.08% | −364,640−52.1% | 減碼 |
| Abn Amro Investment Solutions | 334,212 | $3,109 萬 | 0.64% | +334,212 | 新進 |
| Trillium Asset Management, LLC | 368,319 | $3,105 萬 | 0.91% | +57,036+18.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 332,435 | $3,092 萬 | 0.02% | +57,024+20.7% | 加碼 |
| Cerity Partners LLC | 325,273 | $3,025 萬 | 0.14% | −3,583−1.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 324,300 | $3,017 萬 | 0.17% | −1,770,800−84.5% | 減碼 |
| Carrhae Capital LLP | 320,948 | $2,985 萬 | 9.49% | −12,266−3.7% | 減碼 |
| Hosking Partners LLP | 320,868 | $2,985 萬 | 1.38% | −62,086−16.2% | 減碼 |
| Two Sigma Advisers, LP | 318,700 | $2,965 萬 | 0.08% | −4,309,200−93.1% | 減碼 |
| Scotia Capital Inc. | 315,495 | $2,935 萬 | 0.21% | +1,166+0.4% | 加碼 |
| NS Partners Ltd | 314,881 | $2,929 萬 | 1.65% | +17,989+6.1% | 加碼 |
| CI Private Wealth, LLC | 313,069 | $2,912 萬 | 0.08% | +46,162+17.3% | 加碼 |
| Brandes Investment Partners, LP | 311,551 | $2,898 萬 | 0.62% | +262,556+535.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 311,200 | $2,895 萬 | 0.45% | +3,339+1.1% | 加碼 |
| Advisors Capital Management, LLC | 311,082 | $2,894 萬 | 0.75% | +507+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 301,761 | $2,807 萬 | 0.11% | +49,839+19.8% | 加碼 |
| Cambiar Investors LLC | 297,034 | $2,763 萬 | 1.19% | −58,576−16.5% | 減碼 |
| Franchise Capital Ltd | 296,371 | $2,757 萬 | 7.19% | −32,045−9.8% | 減碼 |
| McDaniel Terry & Co | 293,813 | $2,733 萬 | 2.98% | −256−0.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 290,503 | $2,711 萬 | 2.02% | +290,503 | 新進 |
| First Republic Investment Management, Inc. | 288,015 | $2,679 萬 | 0.06% | +71,568+33.1% | 加碼 |
| Meitav Dash Investments Ltd | 310,988 | $2,666 萬 | 0.46% | −101,882−24.7% | 減碼 |
| Jupiter Asset Management Ltd | 285,878 | $2,659 萬 | 0.37% | −5,659−1.9% | 減碼 |
| State of Michigan Retirement System | 281,600 | $2,619 萬 | 0.17% | +57,000+25.4% | 加碼 |
| MAI Capital Management | 273,543 | $2,544 萬 | 0.40% | +2,581+1.0% | 加碼 |
| Magellan Asset Management Ltd | 273,485 | $2,544 萬 | 0.22% | +32,735+13.6% | 加碼 |
| Vigilant Capital Management, LLC | 272,795 | $2,538 萬 | 2.06% | +9,326+3.5% | 加碼 |
| M&G Investment Management Ltd | 269,896 | $2,510 萬 | 0.18% | −27,192−9.2% | 減碼 |
| Parsec Financial Management, Inc. | 268,736 | $2,500 萬 | 1.05% | +16,107+6.4% | 加碼 |
| Liontrust Investment Partners LLP | 266,493 | $2,479 萬 | 0.37% | +231,868+669.7% | 加碼 |
| Engine No. 1 LLC | 264,585 | $2,461 萬 | 11.55% | +264,585 | 新進 |
| Deprince Race & Zollo Inc | 260,901 | $2,427 萬 | 0.56% | +18,300+7.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 259,473 | $2,414 萬 | 1.00% | +1,434+0.6% | 加碼 |
| Y.D. More Investments Ltd | 256,073 | $2,382 萬 | 5.78% | +43,394+20.4% | 加碼 |
| Nishkama Capital, LLC | 250,887 | $2,334 萬 | 5.60% | +193,800+339.5% | 加碼 |
| Alpine Investment Management Ltd | 250,000 | $2,326 萬 | 4.87% | +250,000 | 新進 |
| Janney Capital Management LLC | 248,668 | $2,313 萬 | 1.74% | +28,062+12.7% | 加碼 |
| United Capital Financial Advisers, LLC | 246,037 | $2,289 萬 | 0.13% | +3,044+1.3% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 243,300 | $2,263 萬 | 11.58% | +1,000+0.4% | 加碼 |
| Commonwealth Equity Services, LLC | 241,454 | $2,246 萬 | 0.05% | +43,613+22.0% | 加碼 |
| Pictet & Cie (Europe) SA | 239,961 | $2,232 萬 | 0.93% | +96,845+67.7% | 加碼 |
| HughesLittle Investment Management Ltd. | 239,310 | $2,226 萬 | 6.77% | +5,500+2.4% | 加碼 |
| Grimes & Company, Inc. | 238,934 | $2,223 萬 | 0.91% | +5,791+2.5% | 加碼 |
| Alta Park Capital, LP | 237,775 | $2,212 萬 | 2.29% | +237,775 | 新進 |
| Rheos Capital Works Inc. | 235,000 | $2,186 萬 | 1.22% | +235,000 | 新進 |
| Eisler Capital (UK) Ltd. | 233,652 | $2,173 萬 | 1.88% | +233,652 | 新進 |
| Veritas Asset Management LLP | 233,062 | $2,168 萬 | 0.16% | −1,730−0.7% | 減碼 |
| Paradice Investment Management LLC | 230,948 | $2,148 萬 | 1.64% | +116,036+101.0% | 加碼 |
| MML Investors Services, LLC | 229,310 | $2,133 萬 | 0.15% | −23,687−9.4% | 減碼 |
| Diamond Hill Capital Management Inc | 227,492 | $2,116 萬 | 0.10% | +222,325+4,302.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 224,591 | $2,089 萬 | 0.03% | −3,533−1.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 372,250 | $2,038 萬 | 0.06% | +35,916+10.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 218,195 | $2,030 萬 | 0.32% | +28,058+14.8% | 加碼 |
| Thomas White International Ltd | 212,412 | $1,976 萬 | 4.17% | −2,378−1.1% | 減碼 |
| NFJ Investment Group, LLC | 210,145 | $1,955 萬 | 0.52% | +7,691+3.8% | 加碼 |
| Analog Century Management LP | 203,950 | $1,897 萬 | 5.75% | +48,100+30.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 202,465 | $1,883 萬 | 0.62% | −43,120−17.6% | 減碼 |
| London & Capital Asset Management Ltd | 197,490 | $1,837 萬 | 1.73% | −8,515−4.1% | 減碼 |
| Pictet North America Advisors SA | 197,396 | $1,836 萬 | 2.96% | +7,967+4.2% | 加碼 |
| Easterly Investment Partners LLC | 188,648 | $1,755 萬 | 1.55% | +64,632+52.1% | 加碼 |
| Wolverine Trading, LLC | 189,032 | $1,748 萬 | 0.53% | −184,315−49.4% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 187,830 | $1,745 萬 | 1.41% | 00.0% | 不變 |
| Mariner, LLC | 187,212 | $1,741 萬 | 0.05% | +21,929+13.3% | 加碼 |
| WS Portfolio Advisory, LLC | 186,640 | $1,736 萬 | 4.41% | +54,388+41.1% | 加碼 |
| Optiver Holding B.V. | 185,605 | $1,726 萬 | 0.80% | +36,202+24.2% | 加碼 |
| Moran Wealth Management, LLC | 183,389 | $1,706 萬 | 0.65% | +28,207+18.2% | 加碼 |
| Holowesko Partners Ltd. | 183,000 | $1,702 萬 | 8.94% | +183,000 | 新進 |
| Henshaw Capital LLC | 182,579 | $1,698 萬 | 1.05% | −2,087−1.1% | 減碼 |
| CCLA Investment Management Ltd | 180,199 | $1,671 萬 | 0.33% | +10,791+6.4% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 179,458 | $1,669 萬 | 2.29% | +179,458 | 新進 |
| Marsico Capital Management LLC | 178,368 | $1,659 萬 | 0.78% | +16,347+10.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 174,217 | $1,621 萬 | 0.12% | +12,760+7.9% | 加碼 |