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 100 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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/9/30 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
- 1,526
- 較 2023 年第 2 季 −21 家
- 持有股數
- 8.50 億
- 較 2023 年第 2 季 −410.5 萬 (−0.5%)
- 總市值
- $735.6 億
- 較 2023 年第 2 季 −$125.5 億 (−14.6%)
- 新進機構
- 123
- 另有 652 家加碼
- 清倉機構
- 144
- 另有 517 家減碼
另有 21 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Capital, LLC | 43,025,779 | $37.4 億 | 7.90% | +31,225+0.1% | 加碼 |
| FMR LLC | 41,612,269 | $36.2 億 | 0.31% | −737,780−1.7% | 減碼 |
| JPMorgan Chase & Co | 39,261,462 | $34.1 億 | 0.40% | −467,458−1.2% | 減碼 |
| Capital World Investors | 37,115,351 | $32.3 億 | 0.64% | +2,442,021+7.0% | 加碼 |
| Fisher Asset Management, LLC | 30,637,393 | $26.6 億 | 1.51% | +1,079,574+3.7% | 加碼 |
| Massachusetts Financial Services Co | 26,794,316 | $23.3 億 | 0.82% | +666,826+2.6% | 加碼 |
| Bank of New York Mellon Corp | 25,709,647 | $22.3 億 | 0.49% | −850,952−3.2% | 減碼 |
| Morgan Stanley | 23,804,180 | $20.7 億 | 0.21% | +2,400,882+11.2% | 加碼 |
| Capital International Investors | 16,758,413 | $14.6 億 | 0.37% | −1,036,329−5.8% | 減碼 |
| Royal Bank of Canada | 16,334,914 | $14.2 億 | 0.42% | +537,276+3.4% | 加碼 |
| Van Eck Associates Corp | 14,795,582 | $12.9 億 | 2.82% | +3,381,514+29.6% | 加碼 |
| Fiera Capital Corp | 13,830,237 | $12.0 億 | 3.85% | −1,194,245−7.9% | 減碼 |
| BlackRock Inc. | 13,566,196 | $11.8 億 | 0.03% | +632,617+4.9% | 加碼 |
| Wellington Management Group LLP | 12,857,948 | $11.2 億 | 0.22% | −2,195,132−14.6% | 減碼 |
| Vanguard Group Inc | 11,946,243 | $10.4 億 | 0.03% | −842,553−6.6% | 減碼 |
| William Blair Investment Management, LLC | 11,780,144 | $10.2 億 | 3.40% | +355,609+3.1% | 加碼 |
| Schroder Investment Management Group | 10,005,076 | $8.69 億 | 1.29% | −476,896−4.5% | 減碼 |
| Harding Loevner LP | 9,608,672 | $8.35 億 | 5.51% | −351,739−3.5% | 減碼 |
| Bank of America Corp | 9,249,114 | $8.04 億 | 0.10% | +809,556+9.6% | 加碼 |
| First Eagle Investment Management, LLC | 8,980,263 | $7.80 億 | 2.05% | −78,187−0.9% | 減碼 |
| Goldman Sachs Group Inc | 8,369,820 | $7.27 億 | 0.18% | −143,672−1.7% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 7,800,152 | $6.78 億 | 6.53% | +1,389,785+21.7% | 加碼 |
| Price T Rowe Associates Inc | 7,473,675 | $6.49 億 | 0.10% | −327,304−4.2% | 減碼 |
| Baillie Gifford & Co | 6,849,950 | $5.95 億 | 0.54% | −109,397−1.6% | 減碼 |
| GQG Partners LLC | 6,538,233 | $5.68 億 | 1.32% | −2,510,404−27.7% | 減碼 |
| AQR Capital Management LLC | 6,495,135 | $5.64 億 | 1.17% | +79,342+1.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 6,036,609 | $5.25 億 | 0.63% | −3,328,204−35.5% | 減碼 |
| Alkeon Capital Management LLC | 5,996,476 | $5.21 億 | 3.30% | 00.0% | 不變 |
| Franklin Resources Inc | 5,905,895 | $5.13 億 | 0.26% | +88,147+1.5% | 加碼 |
| Russell Investments Group, Ltd. | 5,796,081 | $5.04 億 | 1.00% | −63,881−1.1% | 減碼 |
| Sands Capital Management, LLC | 5,682,915 | $4.94 億 | 1.68% | −133,179−2.3% | 減碼 |
| Windacre Partnership LLC | 5,589,000 | $4.86 億 | 8.84% | −520,000−8.5% | 減碼 |
| Ameriprise Financial Inc | 5,418,854 | $4.68 億 | 0.15% | −20,077−0.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,302,710 | $4.61 億 | 0.82% | −857,858−13.9% | 減碼 |
| Orbis Allan Gray Ltd | 5,059,308 | $4.40 億 | 3.16% | −904,183−15.2% | 減碼 |
| UBS Group AG | 4,959,667 | $4.31 億 | 0.20% | +1,441,399+41.0% | 加碼 |
| Brown Advisory Inc | 4,943,931 | $4.30 億 | 0.71% | +3,290+0.1% | 加碼 |
| Lazard Asset Management LLC | 4,932,836 | $4.29 億 | 0.58% | −1,682,343−25.4% | 減碼 |
| StonePine Asset Management Inc. | 4,802,924 | $4.17 億 | 6.02% | +3,687,249+330.5% | 加碼 |
| Man Group plc | – | $4.16 億 | 1.29% | – | – |
| Barclays PLC | 4,770,720 | $4.15 億 | 0.27% | +62,865+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 4,569,898 | $3.97 億 | 0.13% | −72,863−1.6% | 減碼 |
| Susquehanna International Group, LLP | 4,442,657 | $3.86 億 | 0.60% | +1,782,972+67.0% | 加碼 |
| FIL Ltd | 4,305,705 | $3.74 億 | 0.44% | −254,541−5.6% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,195,315 | $3.65 億 | 6.05% | −128,621−3.0% | 減碼 |
| Great West Life Assurance Co | 12,047,202 | $3.49 億 | 0.84% | +10,075,432+511.0% | 加碼 |
| Sarasin & Partners LLP | 3,952,458 | $3.43 億 | 4.29% | −336,509−7.8% | 減碼 |
| Ninety One UK Ltd | 3,834,494 | $3.33 億 | 1.05% | +131,625+3.6% | 加碼 |
| Voya Investment Management LLC | 3,820,355 | $3.32 億 | 0.37% | −1,549,125−28.9% | 減碼 |
| Martin Currie Ltd | 3,765,556 | $3.27 億 | 11.71% | +144,948+4.0% | 加碼 |
| Jennison Associates LLC | 3,639,716 | $3.16 億 | 0.27% | −79,237−2.1% | 減碼 |
| Royal London Asset Management Ltd | 3,634,794 | $3.16 億 | 1.02% | −4,113−0.1% | 減碼 |
| Axiom Investors LLC | 3,552,767 | $3.09 億 | 4.44% | −22,315−0.6% | 減碼 |
| Northern Trust Corp | 3,490,630 | $3.03 億 | 0.06% | +1,068,723+44.1% | 加碼 |
| American Century Companies Inc | 3,473,637 | $3.02 億 | 0.23% | +1,250,290+56.2% | 加碼 |
| Vontobel Holding Ltd. | 3,450,374 | $3.00 億 | 2.77% | −641,263−15.7% | 減碼 |
| Cantillon Capital Management LLC | 3,388,509 | $2.94 億 | 2.18% | −13,229−0.4% | 減碼 |
| Invesco Ltd. | 3,286,018 | $2.86 億 | 0.08% | −330,794−9.1% | 減碼 |
| Wells Fargo & Company | 3,245,574 | $2.82 億 | 0.09% | +9,421+0.3% | 加碼 |
| Driehaus Capital Management LLC | 3,074,428 | $2.67 億 | 3.47% | −305,357−9.0% | 減碼 |
| Janus Henderson Group PLC | 3,064,077 | $2.66 億 | 0.17% | +440,759+16.8% | 加碼 |
| Ci Investments Inc. | 2,994,427 | $2.60 億 | 1.45% | −142,125−4.5% | 減碼 |
| Amundi | 2,700,291 | $2.44 億 | 0.12% | +131,757+5.1% | 加碼 |
| Vontobel Asset Management Inc | 2,421,446 | $2.31 億 | 1.50% | −507,200−17.3% | 減碼 |
| ARGA Investment Management, LP | 2,650,566 | $2.30 億 | 9.37% | +111,691+4.4% | 加碼 |
| Nordea Investment Management AB | 2,633,544 | $2.30 億 | 0.32% | −646,121−19.7% | 減碼 |
| Citigroup Inc | 2,603,707 | $2.26 億 | 0.32% | +642,470+32.8% | 加碼 |
| State Street Corp | 2,570,780 | $2.25 億 | 0.01% | −706,219−21.6% | 減碼 |
| Bamco Inc | 2,569,980 | $2.23 億 | 0.65% | −1,073,460−29.5% | 減碼 |
| AustralianSuper Pty Ltd | 2,560,418 | $2.23 億 | 1.44% | +161,832+6.7% | 加碼 |
| Nuveen Asset Management, LLC | 2,522,325 | $2.19 億 | 0.08% | +159,500+6.8% | 加碼 |
| SEI Investments Co | 2,471,340 | $2.15 億 | 0.39% | −105,146−4.1% | 減碼 |
| New York State Common Retirement Fund | 2,445,750 | $2.13 億 | 0.31% | +25,900+1.1% | 加碼 |
| Northcape Capital Pty Ltd | 2,441,957 | $2.12 億 | 32.11% | +159,229+7.0% | 加碼 |
| Mirova US LLC | 2,423,023 | $2.11 億 | 3.57% | +32,840+1.4% | 加碼 |
| Coatue Management LLC大師Coatue | 2,371,563 | $2.06 億 | 1.05% | −4,387,128−64.9% | 減碼 |
| Envestnet Asset Management Inc | 2,361,292 | $2.05 億 | 0.09% | +605,365+34.5% | 加碼 |
| Comgest Global Investors S.A.S. | 2,323,258 | $2.02 億 | 3.46% | +21,950+1.0% | 加碼 |
| Intermede Investment Partners Ltd | 2,236,199 | $1.94 億 | 4.98% | −89,216−3.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,225,717 | $1.93 億 | 0.59% | −33,505−1.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,144,846 | $1.86 億 | 0.31% | −204,897−8.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,141,624 | $1.86 億 | 0.67% | −6,277−0.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,140,266 | $1.86 億 | 0.11% | +8,878+0.4% | 加碼 |
| Saturna Capital CORP | 2,121,634 | $1.84 億 | 3.26% | +7,942+0.4% | 加碼 |
| Select Equity Group, L.P. | 2,071,174 | $1.80 億 | 0.74% | −332,987−13.9% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 2,061,790 | $1.79 億 | 1.32% | +193,235+10.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,052,411 | $1.78 億 | 0.26% | +923,762+81.8% | 加碼 |
| Altshuler Shaham Ltd | 2,024,530 | $1.76 億 | 4.77% | +420,528+26.2% | 加碼 |
| National Bank of Canada | 2,003,200 | $1.75 億 | 0.32% | +1,489,145+289.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,956,826 | $1.70 億 | 0.89% | +441,055+29.1% | 加碼 |
| Principal Financial Group Inc | 1,945,034 | $1.69 億 | 0.12% | +81,594+4.4% | 加碼 |
| Rafferty Asset Management, LLC | 1,935,510 | $1.68 億 | 0.99% | +164,654+9.3% | 加碼 |
| Railway Pension Investments Ltd | 1,835,683 | $1.60 億 | 1.73% | −143,100−7.2% | 減碼 |
| Voyager Global Management LP | 1,825,000 | $1.59 億 | 7.44% | +1,250,000+217.4% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,809,548 | $1.57 億 | 14.38% | +210,164+13.1% | 加碼 |
| Third Point LLC大師第三點資本 | 1,775,000 | $1.54 億 | 2.36% | −675,000−27.6% | 減碼 |
| Deutsche Bank AG | 1,715,968 | $1.49 億 | 0.10% | −292,056−14.5% | 減碼 |
| Bank of Montreal | 1,634,318 | $1.47 億 | 0.09% | +610,805+59.7% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,682,167 | $1.46 億 | 1.33% | −26,700−1.6% | 減碼 |
| Natixis Advisors, L.P. | 1,608,218 | $1.40 億 | 0.43% | +38,726+2.5% | 加碼 |