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 |
|---|---|---|---|---|---|
| Coronation Fund Managers Ltd. | 477,584 | $4,820 萬 | 1.30% | +100,169+26.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 473,364 | $4,774 萬 | 1.03% | −35,759−7.0% | 減碼 |
| Allianz Asset Management GmbH | 466,394 | $4,707 萬 | 0.10% | −77,491−14.2% | 減碼 |
| ABN AMRO Bank N.V. | 464,521 | $4,692 萬 | 0.95% | −14,384−3.0% | 減碼 |
| Clearbridge Investments, LLC | 464,232 | $4,685 萬 | 0.04% | +2,293+0.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 455,324 | $4,595 萬 | 0.33% | +86,962+23.6% | 加碼 |
| Boston Common Asset Management, LLC | 444,357 | $4,485 萬 | 0.96% | −111,837−20.1% | 減碼 |
| HM Payson & Co | 443,828 | $4,479 萬 | 1.01% | +49,780+12.6% | 加碼 |
| Truist Financial Corp | 436,613 | $4,406 萬 | 0.07% | +59,536+15.8% | 加碼 |
| Rathbone Brothers plc | 432,606 | $4,366 萬 | 0.41% | +28,563+7.1% | 加碼 |
| Guinness Asset Management LTD | 424,135 | $4,281 萬 | 0.99% | +28,810+7.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 410,830 | $4,146 萬 | 0.07% | +9,308+2.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 404,960 | $4,087 萬 | 0.05% | +180,369+80.3% | 加碼 |
| Mawer Investment Management Ltd. | 399,730 | $4,034 萬 | 0.21% | −10,987−2.7% | 減碼 |
| Alberta Investment Management Corp | 395,368 | $3,990 萬 | 0.38% | 00.0% | 不變 |
| CI Private Wealth, LLC | 391,233 | $3,948 萬 | 0.09% | +78,164+25.0% | 加碼 |
| Creative Planning | 391,201 | $3,948 萬 | 0.05% | +14,259+3.8% | 加碼 |
| Flossbach Von Storch AG | 385,410 | $3,890 萬 | 0.16% | −36,990−8.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 383,739 | $3,873 萬 | 0.03% | +51,304+15.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 377,654 | $3,811 萬 | 0.08% | +5,404+1.5% | 加碼 |
| Nishkama Capital, LLC | 371,974 | $3,754 萬 | 6.91% | +121,087+48.3% | 加碼 |
| Brandes Investment Partners, LP | 368,719 | $3,721 萬 | 0.75% | +57,168+18.3% | 加碼 |
| US Bancorp | 367,355 | $3,707 萬 | 0.06% | −14,632−3.8% | 減碼 |
| Trillium Asset Management, LLC | 366,339 | $3,697 萬 | 1.04% | −1,980−0.5% | 減碼 |
| Federated Hermes, Inc. | 364,961 | $3,683 萬 | 0.09% | +29,669+8.8% | 加碼 |
| Moore Capital Management, LP | 355,000 | $3,583 萬 | 0.87% | +355,000 | 新進 |
| Jarislowsky, Fraser Ltd | 351,861 | $3,551 萬 | 0.21% | −3,082−0.9% | 減碼 |
| Calamos Advisors LLC | 343,996 | $3,472 萬 | 0.18% | +283,386+467.6% | 加碼 |
| Advisor Group Holdings, Inc. | 343,645 | $3,469 萬 | 0.06% | +448+0.1% | 加碼 |
| Chicago Capital, LLC | 342,411 | $3,456 萬 | 1.56% | −1,757−0.5% | 減碼 |
| Cullen Capital Management LLC | 340,217 | $3,433 萬 | 0.31% | +3,060+0.9% | 加碼 |
| Cerity Partners LLC | 339,086 | $3,422 萬 | 0.13% | +13,813+4.2% | 加碼 |
| Wedgewood Partners Inc | 338,042 | $3,411 萬 | 5.50% | −680.0% | 減碼 |
| HighTower Advisors, LLC | 334,377 | $3,371 萬 | 0.07% | −63,123−15.9% | 減碼 |
| Abn Amro Investment Solutions | 332,066 | $3,351 萬 | 0.67% | −2,146−0.6% | 減碼 |
| Hosking Partners LLP | 321,017 | $3,240 萬 | 1.37% | +1490.0% | 加碼 |
| Scotia Capital Inc. | 311,467 | $3,143 萬 | 0.22% | −4,028−1.3% | 減碼 |
| KCL Capital, L.P. | 300,000 | $3,028 萬 | 6.44% | −200,000−40.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 297,971 | $3,007 萬 | 0.41% | −13,229−4.3% | 減碼 |
| Dundas Partners LLP | 297,161 | $2,999 萬 | 2.82% | −47,330−13.7% | 減碼 |
| Avala Global LP | 295,500 | $2,982 萬 | 3.55% | −250,200−45.8% | 減碼 |
| Janney Montgomery Scott LLC | 295,440 | $2,982 萬 | 0.10% | −6,321−2.1% | 減碼 |
| Rheos Capital Works Inc. | 295,000 | $2,977 萬 | 1.60% | +60,000+25.5% | 加碼 |
| Advisors Capital Management, LLC | 291,827 | $2,945 萬 | 0.70% | −19,255−6.2% | 減碼 |
| Triodos Investment Management BV | 291,550 | $2,942 萬 | 2.94% | −55,375−16.0% | 減碼 |
| McDaniel Terry & Co | 288,748 | $2,914 萬 | 2.96% | −5,065−1.7% | 減碼 |
| Marsico Capital Management LLC | 287,059 | $2,897 萬 | 1.15% | +108,691+60.9% | 加碼 |
| Vigilant Capital Management, LLC | 285,374 | $2,880 萬 | 2.15% | +12,579+4.6% | 加碼 |
| State of Michigan Retirement System | 281,600 | $2,842 萬 | 0.18% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 281,462 | $2,841 萬 | 2.04% | −9,041−3.1% | 減碼 |
| Nomura Asset Management Co Ltd | 279,901 | $2,825 萬 | 0.13% | +115,317+70.1% | 加碼 |
| Cambiar Investors LLC | 279,164 | $2,817 萬 | 1.19% | −17,870−6.0% | 減碼 |
| Magellan Asset Management Ltd | 276,076 | $2,786 萬 | 0.25% | +2,591+0.9% | 加碼 |
| Pictet & Cie (Europe) SA | 275,230 | $2,778 萬 | 0.94% | +35,269+14.7% | 加碼 |
| Modera Wealth Management, LLC | 275,086 | $2,776 萬 | 0.50% | +275,086 | 新進 |
| Macquarie Group Ltd | 274,248 | $2,768 萬 | 0.03% | −5,010,068−94.8% | 減碼 |
| MML Investors Services, LLC | 270,643 | $2,731 萬 | 0.15% | +41,333+18.0% | 加碼 |
| Y.D. More Investments Ltd | 264,890 | $2,673 萬 | 6.79% | +8,817+3.4% | 加碼 |
| Engine No. 1 LLC | 264,585 | $2,670 萬 | 13.02% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 262,948 | $2,653 萬 | 0.29% | −22,930−8.0% | 減碼 |
| Deprince Race & Zollo Inc | 261,501 | $2,639 萬 | 0.61% | +600+0.2% | 加碼 |
| M&G Investment Management Ltd | 258,637 | $2,612 萬 | 0.16% | −11,259−4.2% | 減碼 |
| Franchise Capital Ltd | 257,380 | $2,598 萬 | 8.13% | −38,991−13.2% | 減碼 |
| Assetmark, Inc | 256,376 | $2,587 萬 | 0.10% | +160,213+166.6% | 加碼 |
| Liontrust Investment Partners LLP | 253,130 | $2,555 萬 | 0.37% | −13,363−5.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 250,326 | $2,526 萬 | 1.00% | −9,147−3.5% | 減碼 |
| Telemark Asset Management, LLC | 250,000 | $2,523 萬 | 3.42% | +150,000+150.0% | 加碼 |
| Light Street Capital Management, LLC | 249,638 | $2,519 萬 | 6.68% | −131,851−34.6% | 減碼 |
| Diamond Hill Capital Management Inc | 249,187 | $2,515 萬 | 0.11% | +21,695+9.5% | 加碼 |
| Janney Capital Management LLC | 248,489 | $2,508 萬 | 1.74% | −179−0.1% | 減碼 |
| Grimes & Company, Inc. | 238,471 | $2,407 萬 | 0.85% | −463−0.2% | 減碼 |
| Two Sigma Advisers, LP | 238,200 | $2,404 萬 | 0.06% | −80,500−25.3% | 減碼 |
| Suvretta Capital Management, LLC | 237,031 | $2,392 萬 | 1.28% | +237,031 | 新進 |
| PointState Capital LP | 236,678 | $2,389 萬 | 0.91% | +236,678 | 新進 |
| Maplelane Capital, LLC | 236,000 | $2,382 萬 | 2.03% | −124,000−34.4% | 減碼 |
| Commonwealth Equity Services, LLC | 235,055 | $2,372 萬 | 0.05% | −6,399−2.7% | 減碼 |
| HughesLittle Investment Management Ltd. | 235,055 | $2,372 萬 | 6.71% | −4,255−1.8% | 減碼 |
| United Capital Financial Advisers, LLC | 233,973 | $2,361 萬 | 0.13% | −12,064−4.9% | 減碼 |
| Paradice Investment Management LLC | 230,948 | $2,331 萬 | 1.74% | 00.0% | 不變 |
| Holowesko Partners Ltd. | 227,600 | $2,297 萬 | 10.05% | +44,600+24.4% | 加碼 |
| MAI Capital Management | 223,144 | $2,252 萬 | 0.33% | −50,399−18.4% | 減碼 |
| Two Sigma Investments, LP | 221,251 | $2,233 萬 | 0.06% | +203,051+1,115.7% | 加碼 |
| Veritas Asset Management LLP | 216,383 | $2,184 萬 | 0.15% | −16,679−7.2% | 減碼 |
| 1832 Asset Management L.P. | 209,355 | $2,113 萬 | 0.04% | +83,852+66.8% | 加碼 |
| NS Partners Ltd | 206,308 | $2,082 萬 | 1.10% | −108,573−34.5% | 減碼 |
| Eisler Capital (UK) Ltd. | 205,419 | $2,073 萬 | 2.23% | −28,233−12.1% | 減碼 |
| CCLA Investment Management Ltd | 205,161 | $2,072 萬 | 0.37% | +24,962+13.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 203,358 | $2,052 萬 | 0.30% | −14,837−6.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 202,465 | $2,043 萬 | 0.65% | 00.0% | 不變 |
| Harvard Management Co Inc | 202,347 | $2,042 萬 | 2.00% | +95,053+88.6% | 加碼 |
| Harber Asset Management LLC | 201,632 | $2,035 萬 | 5.40% | +46,601+30.1% | 加碼 |
| Thomas White International Ltd | 199,314 | $2,011 萬 | 4.19% | −13,098−6.2% | 減碼 |
| Qube Research & Technologies Ltd | 197,034 | $1,988 萬 | 0.08% | +185,663+1,632.8% | 加碼 |
| Pictet North America Advisors SA | 191,412 | $1,932 萬 | 2.68% | −5,984−3.0% | 減碼 |
| Analog Century Management LP | 190,809 | $1,926 萬 | 5.35% | −13,141−6.4% | 減碼 |
| Group One Trading, L.P. | 188,932 | $1,907 萬 | 0.82% | −200,434−51.5% | 減碼 |
| Moran Wealth Management, LLC | 185,644 | $1,874 萬 | 0.70% | +2,255+1.2% | 加碼 |
| Fulton Breakefield Broenniman LLC | 185,520 | $1,872 萬 | 1.55% | +46,297+33.3% | 加碼 |
| Easterly Investment Partners LLC | 184,513 | $1,862 萬 | 1.67% | −4,135−2.2% | 減碼 |
| London & Capital Asset Management Ltd | 183,332 | $1,850 萬 | 1.83% | −14,158−7.2% | 減碼 |