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 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 | 3,585 | $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 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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 157,233 | $1,366 萬 | 0.28% | +27,952+21.6% | 加碼 |
| Zweig-DiMenna Associates LLC | 158,320 | $1,376 萬 | 1.65% | +4,050+2.6% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 158,685 | $1,379 萬 | 1.32% | +158,685 | 新進 |
| Exchange Traded Concepts, LLC | 159,658 | $1,387 萬 | 0.39% | +11,427+7.7% | 加碼 |
| 1832 Asset Management L.P. | 161,239 | $1,401 萬 | 0.03% | −48,116−23.0% | 減碼 |
| Eisler Capital (UK) Ltd. | 161,865 | $1,407 萬 | 0.62% | −43,554−21.2% | 減碼 |
| Nicola Wealth Management Ltd. | 121,000 | $1,422 萬 | 1.53% | 00.0% | 不變 |
| Todd Asset Management LLC | 164,291 | $1,428 萬 | 0.34% | −816−0.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 166,081 | $1,443 萬 | 0.17% | +152,763+1,147.0% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 165,671 | $1,451 萬 | 1.07% | +61,193+58.6% | 加碼 |
| ABN AMRO Bank N.V. | 167,629 | $1,456 萬 | 0.26% | −296,892−63.9% | 減碼 |
| Qube Research & Technologies Ltd | 168,794 | $1,467 萬 | 0.04% | −28,240−14.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 170,847 | $1,485 萬 | 0.30% | −12,288−6.7% | 減碼 |
| Credit Agricole S A | 171,745 | $1,492 萬 | 0.46% | +43,772+34.2% | 加碼 |
| Engine No. 1 LLC | 172,900 | $1,503 萬 | 7.91% | −91,685−34.7% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 177,455 | $1,542 萬 | 2.07% | −894−0.5% | 減碼 |
| Mariner, LLC | 178,053 | $1,547 萬 | 0.04% | −2,996−1.7% | 減碼 |
| Manchester Global Management (UK) Ltd | 180,900 | $1,572 萬 | 6.02% | +10,000+5.9% | 加碼 |
| Ninety One North America, Inc. | 181,407 | $1,576 萬 | 0.77% | +14,607+8.8% | 加碼 |
| London & Capital Asset Management Ltd | 181,972 | $1,581 萬 | 1.44% | −1,360−0.7% | 減碼 |
| Moran Wealth Management, LLC | 183,120 | $1,591 萬 | 0.62% | −2,524−1.4% | 減碼 |
| Thomasville National Bank | 183,398 | $1,594 萬 | 1.57% | +4,164+2.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 186,697 | $1,622 萬 | 1.41% | +1,177+0.6% | 加碼 |
| Ramirez Asset Management, Inc. | 186,825 | $1,624 萬 | 3.49% | +186,825 | 新進 |
| M&T Bank Corp | 187,801 | $1,632 萬 | 0.07% | +25,158+15.5% | 加碼 |
| Marsico Capital Management LLC | 189,028 | $1,643 萬 | 0.70% | −98,031−34.2% | 減碼 |
| TCW Group Inc | 190,044 | $1,651 萬 | 0.21% | +11,317+6.3% | 加碼 |
| MAI Capital Management | 190,724 | $1,657 萬 | 0.25% | −32,420−14.5% | 減碼 |
| Laurion Capital Management LP | 191,141 | $1,661 萬 | 0.43% | +175,959+1,159.0% | 加碼 |
| Pictet North America Advisors SA | 191,288 | $1,662 萬 | 2.36% | −124−0.1% | 減碼 |
| DuPont Capital Management Corp | 197,426 | $1,716 萬 | 1.50% | +180,504+1,066.7% | 加碼 |
| Southpoint Capital Advisors LP | 200,000 | $1,738 萬 | 0.39% | −550,000−73.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 201,046 | $1,747 萬 | 0.13% | +56,308+38.9% | 加碼 |
| Harvard Management Co Inc | 202,347 | $1,758 萬 | 1.98% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 202,465 | $1,759 萬 | 0.59% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 202,765 | $1,762 萬 | 0.39% | +42,383+26.4% | 加碼 |
| Hosking Partners LLP | 203,177 | $1,766 萬 | 0.78% | −117,840−36.7% | 減碼 |
| PEAK6 Investments LLC | 203,329 | $1,767 萬 | 0.86% | +136,225+203.0% | 加碼 |
| M&G Investment Management Ltd | 204,700 | $1,781 萬 | 0.13% | −53,937−20.9% | 減碼 |
| SG Americas Securities, LLC | 205,458 | $1,785 萬 | 0.24% | +149,669+268.3% | 加碼 |
| NS Partners Ltd | 205,799 | $1,788 萬 | 0.96% | −509−0.2% | 減碼 |
| Analog Century Management LP | 205,871 | $1,789 萬 | 4.80% | +15,062+7.9% | 加碼 |
| CCLA Investment Management Ltd | 207,192 | $1,798 萬 | 0.34% | +2,031+1.0% | 加碼 |
| Squarepoint Ops LLC | 209,046 | $1,817 萬 | 0.09% | +174,899+512.2% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 210,000 | $1,825 萬 | 1.69% | +210,000 | 新進 |
| Paradice Investment Management LLC | 211,885 | $1,841 萬 | 1.58% | −19,063−8.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 211,977 | $1,842 萬 | 0.27% | +8,619+4.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 213,473 | $1,855 萬 | 0.02% | −191,487−47.3% | 減碼 |
| Two Sigma Investments, LP | 216,175 | $1,879 萬 | 0.05% | −5,076−2.3% | 減碼 |
| Harber Asset Management LLC | 222,408 | $1,933 萬 | 5.39% | +20,776+10.3% | 加碼 |
| United Capital Financial Advisers, LLC | 223,555 | $1,943 萬 | 0.13% | −10,418−4.5% | 減碼 |
| Veritas Asset Management LLP | 224,871 | $1,954 萬 | 0.15% | +8,488+3.9% | 加碼 |
| Governors Lane LP | 225,865 | $1,963 萬 | 3.79% | +82,901+58.0% | 加碼 |
| Rheos Capital Works Inc. | 232,600 | $2,021 萬 | 1.22% | −62,400−21.2% | 減碼 |
| Walleye Capital LLC | 234,263 | $2,036 萬 | 0.30% | +234,263 | 新進 |
| Clark Capital Management Group, Inc. | 240,710 | $2,092 萬 | 0.21% | −245,477−50.5% | 減碼 |
| Holowesko Partners Ltd. | 240,800 | $2,093 萬 | 9.24% | +13,200+5.8% | 加碼 |
| Liontrust Investment Partners LLP | 242,143 | $2,104 萬 | 0.34% | −10,987−4.3% | 減碼 |
| Assetmark, Inc | 242,279 | $2,105 萬 | 0.08% | −14,097−5.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 243,376 | $2,115 萬 | 0.07% | +243,376 | 新進 |
| Cambiar Investors LLC | 243,857 | $2,119 萬 | 0.90% | −35,307−12.6% | 減碼 |
| Grimes & Company, Inc. | 244,294 | $2,123 萬 | 0.82% | +5,823+2.4% | 加碼 |
| Janney Capital Management LLC | 247,986 | $2,155 萬 | 1.66% | −503−0.2% | 減碼 |
| Marex Group plc | 248,668 | $2,161 萬 | 3.05% | +242,163+3,722.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 249,908 | $2,172 萬 | 0.89% | −418−0.2% | 減碼 |
| Deprince Race & Zollo Inc | 250,101 | $2,173 萬 | 0.53% | −11,400−4.4% | 減碼 |
| Commonwealth Equity Services, LLC | 252,370 | $2,193 萬 | 0.05% | +17,315+7.4% | 加碼 |
| Diamond Hill Capital Management Inc | 252,587 | $2,195 萬 | 0.11% | +3,400+1.4% | 加碼 |
| HughesLittle Investment Management Ltd. | 253,025 | $2,199 萬 | 6.66% | +17,970+7.6% | 加碼 |
| Y.D. More Investments Ltd | 262,789 | $2,284 萬 | 4.67% | −2,101−0.8% | 減碼 |
| Mawer Investment Management Ltd. | 265,325 | $2,306 萬 | 0.12% | −134,405−33.6% | 減碼 |
| Wedgewood Partners Inc | 265,848 | $2,310 萬 | 5.53% | −72,194−21.4% | 減碼 |
| Westwood Holdings Group Inc. | 269,616 | $2,343 萬 | 0.22% | +128,692+91.3% | 加碼 |
| MML Investors Services, LLC | 271,149 | $2,356 萬 | 0.13% | +506+0.2% | 加碼 |
| Two Sigma Advisers, LP | 273,900 | $2,380 萬 | 0.06% | +35,700+15.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 275,000 | $2,390 萬 | 0.05% | +275,000 | 新進 |
| Pictet & Cie (Europe) SA | 277,460 | $2,411 萬 | 0.84% | +2,230+0.8% | 加碼 |
| Modera Wealth Management, LLC | 277,565 | $2,412 萬 | 0.45% | +2,479+0.9% | 加碼 |
| State of Michigan Retirement System | 281,600 | $2,447 萬 | 0.16% | 00.0% | 不變 |
| Triodos Investment Management BV | 282,503 | $2,455 萬 | 2.61% | −9,047−3.1% | 減碼 |
| Nomura Asset Management Co Ltd | 282,752 | $2,457 萬 | 0.12% | +2,851+1.0% | 加碼 |
| Jupiter Asset Management Ltd | 283,988 | $2,468 萬 | 0.27% | +21,040+8.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 285,308 | $2,479 萬 | 1.84% | +3,846+1.4% | 加碼 |
| Dundas Partners LLP | 290,307 | $2,523 萬 | 2.48% | −6,854−2.3% | 減碼 |
| McDaniel Terry & Co | 291,131 | $2,530 萬 | 2.64% | +2,383+0.8% | 加碼 |
| Advisors Capital Management, LLC | 294,859 | $2,562 萬 | 0.65% | +3,032+1.0% | 加碼 |
| Phoenix Holdings Ltd. | 291,522 | $2,574 萬 | 0.48% | −398,883−57.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 296,888 | $2,580 萬 | 0.60% | +191,259+181.1% | 加碼 |
| Flossbach Von Storch AG | 300,305 | $2,610 萬 | 0.12% | −85,105−22.1% | 減碼 |
| Cullen Capital Management LLC | 302,689 | $2,630 萬 | 0.31% | −37,528−11.0% | 減碼 |
| Scotia Capital Inc. | 304,730 | $2,648 萬 | 0.19% | −6,737−2.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 306,269 | $2,661 萬 | 0.40% | +8,298+2.8% | 加碼 |
| Akaris Global Partners, LP | 307,312 | $2,671 萬 | 6.76% | +167,512+119.8% | 加碼 |
| Janney Montgomery Scott LLC | 308,579 | $2,682 萬 | 0.10% | +13,139+4.4% | 加碼 |
| GMT Capital Corp | 321,400 | $2,793 萬 | 1.05% | +241,500+302.3% | 加碼 |
| Abn Amro Investment Solutions | 322,165 | $2,800 萬 | 0.55% | −9,901−3.0% | 減碼 |
| Cerity Partners LLC | 331,903 | $2,884 萬 | 0.14% | −7,183−2.1% | 減碼 |
| Calamos Advisors LLC | 334,266 | $2,905 萬 | 0.16% | −9,730−2.8% | 減碼 |
| Standard Life Aberdeen plc | 336,615 | $2,925 萬 | 0.07% | −1,271,546−79.1% | 減碼 |
| Hardman Johnston Global Advisors LLC | 340,142 | $2,956 萬 | 0.99% | −161,926−32.3% | 減碼 |