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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 342,193 | $2,974 萬 | 1.39% | −218−0.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 349,636 | $3,038 萬 | 0.20% | −2,225−0.6% | 減碼 |
| US Bancorp | 359,011 | $3,120 萬 | 0.05% | −8,344−2.3% | 減碼 |
| Brandes Investment Partners, LP | 364,164 | $3,165 萬 | 0.62% | −4,555−1.2% | 減碼 |
| Trillium Asset Management, LLC | 365,174 | $3,173 萬 | 0.96% | −1,165−0.3% | 減碼 |
| Nomura Holdings Inc | 365,236 | $3,174 萬 | 0.34% | +256,184+234.9% | 加碼 |
| First Republic Investment Management, Inc. | 370,165 | $3,217 萬 | 0.09% | +370,165 | 新進 |
| Parallax Volatility Advisers, L.P. | 371,455 | $3,228 萬 | 1.13% | +297,105+399.6% | 加碼 |
| Meitav Dash Investments Ltd | 369,738 | $3,229 萬 | 0.52% | −142,931−27.9% | 減碼 |
| Alberta Investment Management Corp | 385,211 | $3,347 萬 | 0.36% | −10,157−2.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 387,701 | $3,369 萬 | 0.08% | +10,047+2.7% | 加碼 |
| Matthews International Capital Management LLC | 388,150 | $3,373 萬 | 4.08% | −179,573−31.6% | 減碼 |
| Magellan Asset Management Ltd | 389,283 | $3,383 萬 | 0.36% | +113,207+41.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 392,879 | $3,414 萬 | 0.06% | −17,951−4.4% | 減碼 |
| CI Private Wealth, LLC | 399,141 | $3,469 萬 | 0.08% | +7,908+2.0% | 加碼 |
| FIFTHDELTA Ltd | 409,596 | $3,559 萬 | 4.94% | +409,596 | 新進 |
| Walleye Trading LLC | 414,771 | $3,604 萬 | 0.84% | +414,771 | 新進 |
| Federation des caisses Desjardins du Quebec | 441,335 | $3,835 萬 | 0.40% | −49,131−10.0% | 減碼 |
| Truist Financial Corp | 444,030 | $3,859 萬 | 0.06% | +7,417+1.7% | 加碼 |
| Guinness Asset Management LTD | 446,433 | $3,875 萬 | 0.89% | +22,298+5.3% | 加碼 |
| HM Payson & Co | 449,737 | $3,908 萬 | 0.92% | +5,909+1.3% | 加碼 |
| Allianz Asset Management GmbH | 458,257 | $3,982 萬 | 0.08% | −8,137−1.7% | 減碼 |
| Bessemer Group Inc | 460,810 | $4,004 萬 | 0.09% | −56,471−10.9% | 減碼 |
| Marshall Wace, LLP | 461,063 | $4,007 萬 | 0.09% | +360,940+360.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 462,145 | $4,016 萬 | 0.10% | −44,178−8.7% | 減碼 |
| Clearbridge Investments, LLC | 465,232 | $4,043 萬 | 0.04% | +1,000+0.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 469,000 | $4,076 萬 | 0.49% | −10,000−2.1% | 減碼 |
| Tiger Pacific Capital LP | 469,617 | $4,081 萬 | 10.63% | +469,617 | 新進 |
| Boston Common Asset Management, LLC | 470,052 | $4,085 萬 | 0.97% | +25,695+5.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 470,091 | $4,087 萬 | 1.87% | −18,888−3.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 477,252 | $4,147 萬 | 0.34% | +21,928+4.8% | 加碼 |
| Optiver Holding B.V. | 479,970 | $4,171 萬 | 1.19% | +344,694+254.8% | 加碼 |
| Rathbone Brothers plc | 483,367 | $4,200 萬 | 0.30% | +50,761+11.7% | 加碼 |
| Rockefeller Capital Management L.P. | 490,957 | $4,267 萬 | 0.16% | −3,709−0.7% | 減碼 |
| Federated Hermes, Inc. | 492,329 | $4,278 萬 | 0.11% | +127,368+34.9% | 加碼 |
| Origin Asset Management LLP | 492,681 | $4,281 萬 | 14.25% | −27,000−5.2% | 減碼 |
| Advisor Group Holdings, Inc. | 492,653 | $4,283 萬 | 0.06% | +149,008+43.4% | 加碼 |
| Causeway Capital Management LLC | 497,529 | $4,324 萬 | 1.14% | −912,974−64.7% | 減碼 |
| Macquarie Group Ltd | 504,749 | $4,386 萬 | 0.06% | +230,501+84.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 512,985 | $4,458 萬 | 0.12% | −2,815−0.5% | 減碼 |
| Handelsbanken Fonder AB | 519,450 | $4,514 萬 | 0.25% | −550−0.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 535,000 | $4,649 萬 | 6.26% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 538,204 | $4,677 萬 | 0.92% | +537,429+69,345.7% | 加碼 |
| Public Sector Pension Investment Board | 538,382 | $4,679 萬 | 0.34% | −62,886−10.5% | 減碼 |
| Carmignac Gestion | 541,696 | $4,707 萬 | 0.86% | −96,381−15.1% | 減碼 |
| Alliancebernstein L.P. | 546,735 | $4,751 萬 | 0.02% | −335,961−38.1% | 減碼 |
| Earnest Partners LLC | 551,119 | $4,789 萬 | 0.28% | +842+0.2% | 加碼 |
| LPL Financial LLC | 567,360 | $4,930 萬 | 0.03% | +42,771+8.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 549,705 | $4,981 萬 | 1.13% | +76,341+16.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 581,912 | $5,057 萬 | 0.04% | +198,173+51.6% | 加碼 |
| Coronation Fund Managers Ltd. | 589,446 | $5,122 萬 | 1.54% | +111,862+23.4% | 加碼 |
| Creative Planning | 592,697 | $5,151 萬 | 0.07% | +201,496+51.5% | 加碼 |
| Neuberger Berman Group LLC | 596,031 | $5,178 萬 | 0.05% | +8,248+1.4% | 加碼 |
| Stifel Financial Corp | 609,492 | $5,297 萬 | 0.07% | +17,053+2.9% | 加碼 |
| Aviva PLC | 621,537 | $5,401 萬 | 0.23% | +70,099+12.7% | 加碼 |
| James Hambro & Partners | 625,115 | $5,430 萬 | 3.52% | +17,055+2.8% | 加碼 |
| HighTower Advisors, LLC | 627,244 | $5,451 萬 | 0.10% | +292,867+87.6% | 加碼 |
| Balyasny Asset Management LLC | 628,033 | $5,458 萬 | 0.15% | +628,033 | 新進 |
| Jane Street Group, LLC | 637,329 | $5,538 萬 | 0.09% | −243,633−27.7% | 減碼 |
| PointState Capital LP | 646,221 | $5,616 萬 | 1.93% | +409,543+173.0% | 加碼 |
| Rhumbline Advisers | 647,458 | $5,626 萬 | 0.07% | +11,941+1.9% | 加碼 |
| E Fund Management Co., Ltd. | 650,000 | $5,649 萬 | 4.30% | −12,408−1.9% | 減碼 |
| Banque Pictet & Cie SA | 655,776 | $5,699 萬 | 0.67% | −221,344−25.2% | 減碼 |
| Kempen Capital Management N.V. | 686,425 | $5,965 萬 | 1.10% | +111,000+19.3% | 加碼 |
| Novo Holdings A/S | 710,780 | $6,177 萬 | 4.56% | 00.0% | 不變 |
| TT International Asset Management LTD | 713,176 | $6,197 萬 | 9.26% | −110,647−13.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 718,882 | $6,281 萬 | 1.35% | +170,000+31.0% | 加碼 |
| Millennium Management LLC | 724,021 | $6,292 萬 | 0.07% | −475,033−39.6% | 減碼 |
| Carrhae Capital LLP | 735,226 | $6,389 萬 | 21.97% | +237,817+47.8% | 加碼 |
| Artisan Partners Limited Partnership | 735,632 | $6,393 萬 | 0.11% | −2,240,036−75.3% | 減碼 |
| Summitry LLC | 740,085 | $6,431 萬 | 4.23% | +116,032+18.6% | 加碼 |
| C WorldWide Group Holding A/S | 761,663 | $6,619 萬 | 0.90% | −30,853−3.9% | 減碼 |
| SRS Investment Management, LLC | 768,027 | $6,674 萬 | 0.96% | 00.0% | 不變 |
| Palestra Capital Management LLC | 792,261 | $6,885 萬 | 3.63% | +292,752+58.6% | 加碼 |
| Waverton Investment Management Ltd | 796,719 | $6,920 萬 | 2.00% | +64,304+8.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 804,000 | $6,988 萬 | 0.97% | −160,000−16.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 805,928 | $7,004 萬 | 0.06% | −33,415−4.0% | 減碼 |
| La Financiere de L'Echiquier | 819,193 | $7,119 萬 | 3.69% | +120,819+17.3% | 加碼 |
| Pzena Investment Management LLC | 822,537 | $7,148 萬 | 0.31% | +61,975+8.1% | 加碼 |
| Geode Capital Management, LLC | 840,571 | $7,305 萬 | 0.01% | +43,100+5.4% | 加碼 |
| HSBC Holdings PLC | 841,078 | $7,431 萬 | 0.08% | −20,003−2.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 862,000 | $7,491 萬 | 0.38% | −8,724−1.0% | 減碼 |
| Rokos Capital Management LLP | 859,471 | $7,492 萬 | 2.74% | −159,774−15.7% | 減碼 |
| CIBC World Markets Inc. | 867,477 | $7,538 萬 | 0.27% | +165,893+23.6% | 加碼 |
| Keywise Capital Management (HK) Ltd | 899,800 | $7,819 萬 | 12.95% | +736,500+451.0% | 加碼 |
| Epoch Investment Partners, Inc. | 904,255 | $7,858 萬 | 0.50% | −206,045−18.6% | 減碼 |
| Capital International Inc | 908,608 | $7,896 萬 | 1.51% | −128,641−12.4% | 減碼 |
| First Trust Advisors LP | 914,570 | $7,948 萬 | 0.09% | +88,799+10.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 956,792 | $8,315 萬 | 0.39% | −76,099−7.4% | 減碼 |
| Morningstar Investment Services LLC | 974,067 | $8,417 萬 | 1.08% | +22,578+2.4% | 加碼 |
| Itau Unibanco Holding S.A. | 492,173 | $8,635 萬 | 3.85% | −167,604−25.4% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 1,000,000 | $8,690 萬 | 1.72% | −775,000−43.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 1,011,617 | $8,791 萬 | 1.07% | −14,495−1.4% | 減碼 |
| DnB Asset Management AS | 1,043,570 | $9,065 萬 | 0.54% | −26,324−2.5% | 減碼 |
| Locust Wood Capital Advisers, LLC | 1,056,268 | $9,179 萬 | 4.38% | +143,158+15.7% | 加碼 |
| Renaissance Technologies LLC | 1,063,820 | $9,245 萬 | 0.16% | −2,135,900−66.8% | 減碼 |
| TD Asset Management Inc | 1,074,003 | $9,333 萬 | 0.11% | −328,942−23.4% | 減碼 |
| Mondrian Investment Partners LTD | 1,077,233 | $9,361 萬 | 1.93% | +143,289+15.3% | 加碼 |
| Credit Suisse AG | 1,082,920 | $9,411 萬 | 0.10% | −451,683−29.4% | 減碼 |
| Pictet Asset Management Holding SA | 1,083,780 | $9,418 萬 | 0.12% | +1,083,780 | 新進 |