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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/6/30 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
- 1,568
- 較 2023 年第 1 季 +79 家
- 持有股數
- 8.56 億
- 較 2023 年第 1 季 +204.5 萬 (+0.2%)
- 總市值
- $863.8 億
- 較 2023 年第 1 季 +$67.0 億 (+8.4%)
- 新進機構
- 178
- 另有 544 家加碼
- 清倉機構
- 99
- 另有 614 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stephens Inc | 61,889 | $624.6 萬 | 0.11% | +5,520+9.8% | 加碼 |
| Texas Yale Capital Corp. | 62,120 | $626.9 萬 | 0.29% | −250−0.4% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 62,200 | $627.7 萬 | 6.22% | +47,400+320.3% | 加碼 |
| ClariVest Asset Management LLC | 62,262 | $628.3 萬 | 0.32% | +62,100+38,333.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 62,533 | $631.1 萬 | 0.24% | −2,286−3.5% | 減碼 |
| Flputnam Investment Management Co | 62,562 | $631.4 萬 | 0.17% | −1,413−2.2% | 減碼 |
| Guinness Atkinson Asset Management Inc | 62,663 | $632.4 萬 | 3.35% | −970−1.5% | 減碼 |
| Gunderson Capital Management Inc. | 62,719 | $633.0 萬 | 4.18% | −5,986−8.7% | 減碼 |
| Contravisory Investment Management, Inc. | 62,934 | $635.1 萬 | 1.68% | +62,934 | 新進 |
| DSM Capital Partners LLC | 62,940 | $635.2 萬 | 0.10% | −547−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 63,028 | $636.1 萬 | 0.06% | −2,429−3.7% | 減碼 |
| Academy Capital Management Inc | 63,437 | $640.2 萬 | 1.28% | −878−1.4% | 減碼 |
| Guardian Capital Advisors LP | 63,266 | $657.3 萬 | 0.75% | −2,759−4.2% | 減碼 |
| Roundview Capital LLC | 65,461 | $660.6 萬 | 0.64% | +22,841+53.6% | 加碼 |
| Altrafin AG | 65,605 | $662.1 萬 | 2.97% | +100.0% | 加碼 |
| Acadian Asset Management LLC | 65,752 | $663.4 萬 | 0.03% | −9,881−13.1% | 減碼 |
| Impax Asset Management Group plc | 65,747 | $663.5 萬 | 0.03% | −8,397−11.3% | 減碼 |
| Hirtle Callaghan & Co LLC | 65,917 | $665.2 萬 | 0.32% | −3,808−5.5% | 減碼 |
| Glovista Investments LLC | 66,210 | $668.2 萬 | 3.53% | −274−0.4% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 66,406 | $670.2 萬 | 0.51% | −251−0.4% | 減碼 |
| PEAK6 Investments LLC | 67,104 | $677.2 萬 | 0.58% | +11,927+21.6% | 加碼 |
| Hyperion Capital Advisors LP | 67,295 | $679.1 萬 | 3.69% | −20,624−23.5% | 減碼 |
| Deltec Asset Management LLC | 67,817 | $684.4 萬 | 1.50% | −18,250−21.2% | 減碼 |
| Advisory Research Inc | 68,101 | $687.3 萬 | 0.88% | +68,101 | 新進 |
| Fifth Third Bancorp | 68,163 | $687.9 萬 | 0.03% | −3,003−4.2% | 減碼 |
| Advisor Partners II, LLC | 68,457 | $690.9 萬 | 0.32% | −1,702−2.4% | 減碼 |
| Amica Mutual Insurance Co | 69,506 | $701.4 萬 | 0.79% | −6,044−8.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 69,685 | $703.2 萬 | 0.92% | −2,679−3.7% | 減碼 |
| Artemis Wealth Advisors, LLC | 70,000 | $706.4 萬 | 1.29% | +70,000 | 新進 |
| Erste Asset Management GmbH | 70,200 | $706.7 萬 | 0.12% | −2,400−3.3% | 減碼 |
| JB Capital LLC | 71,749 | $724.1 萬 | 0.61% | +1,964+2.8% | 加碼 |
| Mercer Global Advisors Inc | 71,838 | $725.0 萬 | 0.03% | +10,101+16.4% | 加碼 |
| Armistice Capital, LLC | 72,000 | $726.6 萬 | 0.18% | −20,000−21.7% | 減碼 |
| Tenere Capital LLC | 72,083 | $727.5 萬 | 3.57% | 00.0% | 不變 |
| Employees Retirement System of Texas | 72,288 | $729.5 萬 | 0.10% | +13,208+22.4% | 加碼 |
| Biglari Capital Corp. | 73,272 | $739.5 萬 | 0.98% | 00.0% | 不變 |
| GWM Advisors LLC | 73,473 | $741.5 萬 | 0.08% | +38,099+107.7% | 加碼 |
| Capital International Sarl | 73,635 | $743.1 萬 | 0.33% | −536−0.7% | 減碼 |
| Oak Family Advisors, LLC | 74,004 | $746.8 萬 | 3.54% | −5,732−7.2% | 減碼 |
| Qtron Investments LLC | 74,123 | $748.0 萬 | 1.42% | −536−0.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 74,350 | $750.3 萬 | 0.26% | +74,350 | 新進 |
| Renaissance Group LLC | 74,461 | $751.5 萬 | 0.32% | +745+1.0% | 加碼 |
| Murchinson Ltd. | 75,000 | $756.9 萬 | 0.97% | +75,000 | 新進 |
| Albar Capital Ltd | 75,179 | $758.7 萬 | 1.70% | −8,015−9.6% | 減碼 |
| Chartwell Investment Partners, LLC | 75,840 | $765.4 萬 | 0.28% | +17,552+30.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 76,091 | $767.9 萬 | 0.07% | −80,086−51.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 76,251 | $769.5 萬 | 0.08% | −5,343−6.5% | 減碼 |
| Profund Advisors LLC | 76,862 | $775.7 萬 | 0.42% | +1,934+2.6% | 加碼 |
| Crake Asset Management LLP | 77,000 | $777.1 萬 | 1.05% | +77,000 | 新進 |
| Henry James International Management, Inc. | 77,354 | $780.7 萬 | 3.38% | −30.0% | 減碼 |
| Guardcap Asset Management Ltd | 78,050 | $787.7 萬 | 0.11% | 00.0% | 不變 |
| Aperture Investors, LLC | 78,983 | $797.1 萬 | 0.98% | +6,423+8.9% | 加碼 |
| Hanson & Doremus Investment Management | 79,102 | $798.3 萬 | 1.66% | +2,771+3.6% | 加碼 |
| Leonteq Securities AG | 79,235 | $799.6 萬 | 0.82% | +5,273+7.1% | 加碼 |
| Apeiron Capital Ltd | 79,245 | $799.7 萬 | 4.83% | −50,755−39.0% | 減碼 |
| GMT Capital Corp | 79,900 | $806.4 萬 | 0.30% | 00.0% | 不變 |
| Mackenzie Financial Corp | 79,508 | $820.1 萬 | 0.01% | −45,141−36.2% | 減碼 |
| AMS Capital Ltda | 82,592 | $833.5 萬 | 9.80% | +6,615+8.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 84,202 | $849.8 萬 | 0.07% | +4,420+5.5% | 加碼 |
| Azimuth Capital Investment Management LLC | 84,340 | $851.2 萬 | 0.41% | −8,130−8.8% | 減碼 |
| Discovery Capital Management, LLC | 85,335 | $861.2 萬 | 1.00% | +85,335 | 新進 |
| Teachers Retirement System of the State of Kentucky | 85,390 | $861.8 萬 | 0.08% | 00.0% | 不變 |
| Tredje AP-fonden | 85,643 | $864.3 萬 | 0.12% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 86,094 | $868.9 萬 | 0.54% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 86,385 | $871.8 萬 | 2.55% | −3,026−3.4% | 減碼 |
| Barrier Capital Management, LLC | 86,484 | $872.8 萬 | 9.13% | −12,980−13.0% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 86,773 | $875.7 萬 | 2.58% | +18,363+26.8% | 加碼 |
| Crestline Management, LP | 87,029 | $878.3 萬 | 0.96% | −52,971−37.8% | 減碼 |
| Everett Harris & Co | 88,012 | $888.2 萬 | 0.13% | +26,750+43.7% | 加碼 |
| M. Kulyk & Associates, LLC | 88,982 | $898.0 萬 | 2.51% | +2,353+2.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 89,544 | $903.7 萬 | 0.22% | −1,685−1.8% | 減碼 |
| Cetera Investment Advisers | 90,016 | $908.4 萬 | 0.08% | +1,963+2.2% | 加碼 |
| Bank of Nova Scotia | 90,066 | $908.8 萬 | 0.02% | +324+0.4% | 加碼 |
| Putnam Investments LLC | 90,305 | $911.4 萬 | 0.01% | −60.0% | 減碼 |
| Scge Management, L.P. | 90,772 | $916.1 萬 | 0.22% | +90,772 | 新進 |
| Banque Cantonale Vaudoise | 91,983 | $928.4 萬 | 0.43% | +456+0.5% | 加碼 |
| Cresset Asset Management, LLC | 92,115 | $933.4 萬 | 0.07% | +73,781+402.4% | 加碼 |
| Norges Bank | 93,027 | $938.8 萬 | 0.00% | 00.0% | 不變 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $945.3 萬 | 0.50% | −4,800−4.9% | 減碼 |
| Davy Global Fund Management Ltd | 93,732 | $945.9 萬 | 1.80% | +1,562+1.7% | 加碼 |
| Victory Capital Management Inc | 93,983 | $948.5 萬 | 0.01% | −6,496−6.5% | 減碼 |
| Salem Investment Counselors Inc | 94,449 | $957.3 萬 | 0.35% | +5,412+6.1% | 加碼 |
| Cinctive Capital Management LP | 95,097 | $959.7 萬 | 0.38% | +95,097 | 新進 |
| WS Portfolio Advisory, LLC | 96,024 | $969.1 萬 | 2.24% | −90,616−48.6% | 減碼 |
| SeaBridge Investment Advisors LLC | 96,286 | $971.7 萬 | 3.19% | +17,281+21.9% | 加碼 |
| Davenport & Co LLC | 98,351 | $992.6 萬 | 0.07% | −391−0.4% | 減碼 |
| Hillman Capital Management, Inc. | 99,158 | $1,001 萬 | 3.53% | +60.0% | 加碼 |
| Marshall Wace, LLP | 100,123 | $1,010 萬 | 0.02% | −306,956−75.4% | 減碼 |
| Wolverine Trading, LLC | 100,763 | $1,014 萬 | 0.14% | −88,269−46.7% | 減碼 |
| CapWealth Advisors, LLC | 104,487 | $1,054 萬 | 1.29% | −162−0.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 104,500 | $1,055 萬 | 0.67% | −6,000−5.4% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 104,478 | $1,061 萬 | 0.75% | −83,352−44.4% | 減碼 |
| Old National Bancorp | 105,406 | $1,064 萬 | 0.30% | +8,198+8.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 105,629 | $1,066 萬 | 0.23% | +100,731+2,056.6% | 加碼 |
| Meridian Investment Counsel Inc. | 106,749 | $1,077 萬 | 3.84% | +636+0.6% | 加碼 |
| Night Owl Capital Management, LLC | 106,785 | $1,078 萬 | 2.79% | −6,783−6.0% | 減碼 |
| CTC LLC | 107,171 | $1,082 萬 | 0.14% | +19,321+22.0% | 加碼 |
| Toroso Investments, LLC | 107,624 | $1,085 萬 | 0.32% | +26,502+32.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 108,903 | $1,099 萬 | 1.08% | −4,544−4.0% | 減碼 |
| Nomura Holdings Inc | 109,052 | $1,101 萬 | 0.11% | −19,311−15.0% | 減碼 |