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 3,585 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 |
|---|---|---|---|---|---|
| Telemark Asset Management, LLC | 250,000 | $2,523 萬 | 3.42% | +150,000+150.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 250,326 | $2,526 萬 | 1.00% | −9,147−3.5% | 減碼 |
| Liontrust Investment Partners LLP | 253,130 | $2,555 萬 | 0.37% | −13,363−5.0% | 減碼 |
| Assetmark, Inc | 256,376 | $2,587 萬 | 0.10% | +160,213+166.6% | 加碼 |
| Franchise Capital Ltd | 257,380 | $2,598 萬 | 8.13% | −38,991−13.2% | 減碼 |
| M&G Investment Management Ltd | 258,637 | $2,612 萬 | 0.16% | −11,259−4.2% | 減碼 |
| Deprince Race & Zollo Inc | 261,501 | $2,639 萬 | 0.61% | +600+0.2% | 加碼 |
| Jupiter Asset Management Ltd | 262,948 | $2,653 萬 | 0.29% | −22,930−8.0% | 減碼 |
| Engine No. 1 LLC | 264,585 | $2,670 萬 | 13.02% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 264,890 | $2,673 萬 | 6.79% | +8,817+3.4% | 加碼 |
| MML Investors Services, LLC | 270,643 | $2,731 萬 | 0.15% | +41,333+18.0% | 加碼 |
| Macquarie Group Ltd | 274,248 | $2,768 萬 | 0.03% | −5,010,068−94.8% | 減碼 |
| Modera Wealth Management, LLC | 275,086 | $2,776 萬 | 0.50% | +275,086 | 新進 |
| Pictet & Cie (Europe) SA | 275,230 | $2,778 萬 | 0.94% | +35,269+14.7% | 加碼 |
| Magellan Asset Management Ltd | 276,076 | $2,786 萬 | 0.25% | +2,591+0.9% | 加碼 |
| Cambiar Investors LLC | 279,164 | $2,817 萬 | 1.19% | −17,870−6.0% | 減碼 |
| Nomura Asset Management Co Ltd | 279,901 | $2,825 萬 | 0.13% | +115,317+70.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 281,462 | $2,841 萬 | 2.04% | −9,041−3.1% | 減碼 |
| State of Michigan Retirement System | 281,600 | $2,842 萬 | 0.18% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 285,374 | $2,880 萬 | 2.15% | +12,579+4.6% | 加碼 |
| Marsico Capital Management LLC | 287,059 | $2,897 萬 | 1.15% | +108,691+60.9% | 加碼 |
| McDaniel Terry & Co | 288,748 | $2,914 萬 | 2.96% | −5,065−1.7% | 減碼 |
| Triodos Investment Management BV | 291,550 | $2,942 萬 | 2.94% | −55,375−16.0% | 減碼 |
| Advisors Capital Management, LLC | 291,827 | $2,945 萬 | 0.70% | −19,255−6.2% | 減碼 |
| Rheos Capital Works Inc. | 295,000 | $2,977 萬 | 1.60% | +60,000+25.5% | 加碼 |
| Janney Montgomery Scott LLC | 295,440 | $2,982 萬 | 0.10% | −6,321−2.1% | 減碼 |
| Avala Global LP | 295,500 | $2,982 萬 | 3.55% | −250,200−45.8% | 減碼 |
| Dundas Partners LLP | 297,161 | $2,999 萬 | 2.82% | −47,330−13.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 297,971 | $3,007 萬 | 0.41% | −13,229−4.3% | 減碼 |
| KCL Capital, L.P. | 300,000 | $3,028 萬 | 6.44% | −200,000−40.0% | 減碼 |
| Scotia Capital Inc. | 311,467 | $3,143 萬 | 0.22% | −4,028−1.3% | 減碼 |
| Hosking Partners LLP | 321,017 | $3,240 萬 | 1.37% | +1490.0% | 加碼 |
| Abn Amro Investment Solutions | 332,066 | $3,351 萬 | 0.67% | −2,146−0.6% | 減碼 |
| HighTower Advisors, LLC | 334,377 | $3,371 萬 | 0.07% | −63,123−15.9% | 減碼 |
| Wedgewood Partners Inc | 338,042 | $3,411 萬 | 5.50% | −680.0% | 減碼 |
| Cerity Partners LLC | 339,086 | $3,422 萬 | 0.13% | +13,813+4.2% | 加碼 |
| Cullen Capital Management LLC | 340,217 | $3,433 萬 | 0.31% | +3,060+0.9% | 加碼 |
| Chicago Capital, LLC | 342,411 | $3,456 萬 | 1.56% | −1,757−0.5% | 減碼 |
| Advisor Group Holdings, Inc. | 343,645 | $3,469 萬 | 0.06% | +448+0.1% | 加碼 |
| Calamos Advisors LLC | 343,996 | $3,472 萬 | 0.18% | +283,386+467.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 351,861 | $3,551 萬 | 0.21% | −3,082−0.9% | 減碼 |
| Moore Capital Management, LP | 355,000 | $3,583 萬 | 0.87% | +355,000 | 新進 |
| Federated Hermes, Inc. | 364,961 | $3,683 萬 | 0.09% | +29,669+8.8% | 加碼 |
| Trillium Asset Management, LLC | 366,339 | $3,697 萬 | 1.04% | −1,980−0.5% | 減碼 |
| US Bancorp | 367,355 | $3,707 萬 | 0.06% | −14,632−3.8% | 減碼 |
| Brandes Investment Partners, LP | 368,719 | $3,721 萬 | 0.75% | +57,168+18.3% | 加碼 |
| Nishkama Capital, LLC | 371,974 | $3,754 萬 | 6.91% | +121,087+48.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 377,654 | $3,811 萬 | 0.08% | +5,404+1.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 383,739 | $3,873 萬 | 0.03% | +51,304+15.4% | 加碼 |
| Flossbach Von Storch AG | 385,410 | $3,890 萬 | 0.16% | −36,990−8.8% | 減碼 |
| Creative Planning | 391,201 | $3,948 萬 | 0.05% | +14,259+3.8% | 加碼 |
| CI Private Wealth, LLC | 391,233 | $3,948 萬 | 0.09% | +78,164+25.0% | 加碼 |
| Alberta Investment Management Corp | 395,368 | $3,990 萬 | 0.38% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 399,730 | $4,034 萬 | 0.21% | −10,987−2.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 404,960 | $4,087 萬 | 0.05% | +180,369+80.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 410,830 | $4,146 萬 | 0.07% | +9,308+2.3% | 加碼 |
| Guinness Asset Management LTD | 424,135 | $4,281 萬 | 0.99% | +28,810+7.3% | 加碼 |
| Rathbone Brothers plc | 432,606 | $4,366 萬 | 0.41% | +28,563+7.1% | 加碼 |
| Truist Financial Corp | 436,613 | $4,406 萬 | 0.07% | +59,536+15.8% | 加碼 |
| HM Payson & Co | 443,828 | $4,479 萬 | 1.01% | +49,780+12.6% | 加碼 |
| Boston Common Asset Management, LLC | 444,357 | $4,485 萬 | 0.96% | −111,837−20.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 455,324 | $4,595 萬 | 0.33% | +86,962+23.6% | 加碼 |
| Clearbridge Investments, LLC | 464,232 | $4,685 萬 | 0.04% | +2,293+0.5% | 加碼 |
| ABN AMRO Bank N.V. | 464,521 | $4,692 萬 | 0.95% | −14,384−3.0% | 減碼 |
| Allianz Asset Management GmbH | 466,394 | $4,707 萬 | 0.10% | −77,491−14.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 473,364 | $4,774 萬 | 1.03% | −35,759−7.0% | 減碼 |
| Coronation Fund Managers Ltd. | 477,584 | $4,820 萬 | 1.30% | +100,169+26.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 479,000 | $4,834 萬 | 0.58% | +114,000+31.2% | 加碼 |
| Tairen Capital Ltd | 485,671 | $4,901 萬 | 1.54% | +485,671 | 新進 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 486,190 | $4,907 萬 | 1.71% | −92,400−16.0% | 減碼 |
| Clark Capital Management Group, Inc. | 486,187 | $4,907 萬 | 0.44% | −31,685−6.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 488,979 | $4,934 萬 | 2.40% | −2,834−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 490,466 | $4,950 萬 | 0.49% | −27,765−5.4% | 減碼 |
| Rockefeller Capital Management L.P. | 494,666 | $4,992 萬 | 0.19% | −9,620−1.9% | 減碼 |
| Carrhae Capital LLP | 497,409 | $5,020 萬 | 22.17% | +176,461+55.0% | 加碼 |
| Palestra Capital Management LLC | 499,509 | $5,041 萬 | 2.49% | +499,509 | 新進 |
| Hardman Johnston Global Advisors LLC | 502,068 | $5,067 萬 | 1.64% | −40,591−7.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 506,323 | $5,110 萬 | 0.12% | −28,917−5.4% | 減碼 |
| Meitav Dash Investments Ltd | 512,669 | $5,177 萬 | 0.42% | +201,681+64.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 515,800 | $5,205 萬 | 0.14% | −63,292−10.9% | 減碼 |
| Bessemer Group Inc | 517,281 | $5,220 萬 | 0.11% | −1,973−0.4% | 減碼 |
| Origin Asset Management LLP | 519,681 | $5,245 萬 | 20.55% | +6,000+1.2% | 加碼 |
| Handelsbanken Fonder AB | 520,000 | $5,248 萬 | 0.28% | −162,787−23.8% | 減碼 |
| National Bank of Canada | 514,055 | $5,257 萬 | 0.11% | −8,287−1.6% | 減碼 |
| Twin Tree Management, LP | 523,381 | $5,282 萬 | 1.09% | +483,207+1,202.8% | 加碼 |
| LPL Financial LLC | 524,589 | $5,294 萬 | 0.04% | +33,749+6.9% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 535,000 | $5,399 萬 | 7.53% | −85,000−13.7% | 減碼 |
| Earnest Partners LLC | 550,277 | $5,553 萬 | 0.31% | −12,127−2.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 548,882 | $5,564 萬 | 1.29% | +148,088+36.9% | 加碼 |
| Aviva PLC | 551,438 | $5,565 萬 | 0.23% | +207,377+60.3% | 加碼 |
| Matthews International Capital Management LLC | 567,723 | $5,729 萬 | 6.71% | +147,311+35.0% | 加碼 |
| Voyager Global Management LP | 575,000 | $5,803 萬 | 2.82% | +575,000 | 新進 |
| Kempen Capital Management N.V. | 575,425 | $5,807 萬 | 1.05% | +5,293+0.9% | 加碼 |
| RWC Asset Management LLP | 580,159 | $5,855 萬 | 2.82% | −684,018−54.1% | 減碼 |
| Neuberger Berman Group LLC | 587,783 | $5,925 萬 | 0.05% | −73,112−11.1% | 減碼 |
| Stifel Financial Corp | 592,439 | $5,979 萬 | 0.08% | −14,626−2.4% | 減碼 |
| Public Sector Pension Investment Board | 601,268 | $6,068 萬 | 0.43% | −6,113−1.0% | 減碼 |
| James Hambro & Partners | 608,060 | $6,135 萬 | 4.05% | +17,680+3.0% | 加碼 |
| Munro Partners | 623,275 | $6,290 萬 | 2.90% | −495,040−44.3% | 減碼 |
| Summitry LLC | 624,053 | $6,298 萬 | 3.98% | −7,566−1.2% | 減碼 |