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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 1,105,497 | $9,607 萬 | 0.26% | +53,114+5.0% | 加碼 |
| Citadel Advisors LLC | 1,106,568 | $9,616 萬 | 0.10% | −414,588−27.3% | 減碼 |
| Metropolis Capital Ltd | 1,136,061 | $9,872 萬 | 3.89% | +196,867+21.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,167,995 | $1.01 億 | 0.05% | +85,125+7.9% | 加碼 |
| Trinity Street Asset Management LLP | 1,175,358 | $1.02 億 | 13.12% | +130,358+12.5% | 加碼 |
| Thornburg Investment Management Inc | 1,191,106 | $1.04 億 | 1.70% | −10,400−0.9% | 減碼 |
| Lord, Abbett & Co. LLC | 1,232,097 | $1.07 億 | 0.40% | −14,356−1.2% | 減碼 |
| Ruffer LLP | 1,248,042 | $1.08 億 | 5.97% | −15,199−1.2% | 減碼 |
| Theleme Partners LLP | 1,249,000 | $1.09 億 | 5.45% | +85,000+7.3% | 加碼 |
| Swedbank AB | 1,273,726 | $1.11 億 | 0.20% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 1,296,211 | $1.13 億 | 0.26% | −14,761−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,305,907 | $1.13 億 | 0.25% | +103,776+8.6% | 加碼 |
| AXA S.A. | 1,316,875 | $1.14 億 | 0.40% | −133,681−9.2% | 減碼 |
| Manning & Napier Group, LLC | 1,341,659 | $1.17 億 | 1.44% | −27,951−2.0% | 減碼 |
| AMF Pensionsforsakring AB | 1,345,152 | $1.17 億 | 1.14% | +241,662+21.9% | 加碼 |
| Raymond James & Associates | 1,365,025 | $1.19 億 | 0.10% | +65,326+5.0% | 加碼 |
| Foxhaven Asset Management, LP | 1,381,960 | $1.20 億 | 3.86% | +179,414+14.9% | 加碼 |
| Loomis Sayles & Co L P | 1,383,052 | $1.20 億 | 0.21% | −51,081−3.6% | 減碼 |
| Point72 Asset Management, L.P. | 1,401,000 | $1.22 億 | 0.41% | −471,214−25.2% | 減碼 |
| Perpetual Ltd | 1,483,724 | $1.29 億 | 1.33% | +51,463+3.6% | 加碼 |
| Legal & General Group Plc | 1,500,159 | $1.30 億 | 0.05% | +20,015+1.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,543,020 | $1.34 億 | 0.30% | +612,293+65.8% | 加碼 |
| LGT Capital Partners Ltd. | 1,554,790 | $1.35 億 | 4.86% | +65,220+4.4% | 加碼 |
| Fred Alger Management, LLC | 1,582,695 | $1.38 億 | 0.79% | −65,540−4.0% | 減碼 |
| Natixis Advisors, L.P. | 1,608,218 | $1.40 億 | 0.43% | +38,726+2.5% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,682,167 | $1.46 億 | 1.33% | −26,700−1.6% | 減碼 |
| Bank of Montreal | 1,634,318 | $1.47 億 | 0.09% | +610,805+59.7% | 加碼 |
| Deutsche Bank AG | 1,715,968 | $1.49 億 | 0.10% | −292,056−14.5% | 減碼 |
| Third Point LLC大師第三點資本 | 1,775,000 | $1.54 億 | 2.36% | −675,000−27.6% | 減碼 |
| Lansdowne Partners (UK) LLP | 1,809,548 | $1.57 億 | 14.38% | +210,164+13.1% | 加碼 |
| Voyager Global Management LP | 1,825,000 | $1.59 億 | 7.44% | +1,250,000+217.4% | 加碼 |
| Railway Pension Investments Ltd | 1,835,683 | $1.60 億 | 1.73% | −143,100−7.2% | 減碼 |
| Rafferty Asset Management, LLC | 1,935,510 | $1.68 億 | 0.99% | +164,654+9.3% | 加碼 |
| Principal Financial Group Inc | 1,945,034 | $1.69 億 | 0.12% | +81,594+4.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,956,826 | $1.70 億 | 0.89% | +441,055+29.1% | 加碼 |
| National Bank of Canada | 2,003,200 | $1.75 億 | 0.32% | +1,489,145+289.7% | 加碼 |
| Altshuler Shaham Ltd | 2,024,530 | $1.76 億 | 4.77% | +420,528+26.2% | 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 |
| Tiger Global Management LLC大師老虎環球 | 2,061,790 | $1.79 億 | 1.32% | +193,235+10.3% | 加碼 |
| Select Equity Group, L.P. | 2,071,174 | $1.80 億 | 0.74% | −332,987−13.9% | 減碼 |
| Saturna Capital CORP | 2,121,634 | $1.84 億 | 3.26% | +7,942+0.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,140,266 | $1.86 億 | 0.11% | +8,878+0.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,141,624 | $1.86 億 | 0.67% | −6,277−0.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,144,846 | $1.86 億 | 0.31% | −204,897−8.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,225,717 | $1.93 億 | 0.59% | −33,505−1.5% | 減碼 |
| Intermede Investment Partners Ltd | 2,236,199 | $1.94 億 | 4.98% | −89,216−3.8% | 減碼 |
| Comgest Global Investors S.A.S. | 2,323,258 | $2.02 億 | 3.46% | +21,950+1.0% | 加碼 |
| Envestnet Asset Management Inc | 2,361,292 | $2.05 億 | 0.09% | +605,365+34.5% | 加碼 |
| Coatue Management LLC大師Coatue | 2,371,563 | $2.06 億 | 1.05% | −4,387,128−64.9% | 減碼 |
| Mirova US LLC | 2,423,023 | $2.11 億 | 3.57% | +32,840+1.4% | 加碼 |
| Northcape Capital Pty Ltd | 2,441,957 | $2.12 億 | 32.11% | +159,229+7.0% | 加碼 |
| New York State Common Retirement Fund | 2,445,750 | $2.13 億 | 0.31% | +25,900+1.1% | 加碼 |
| SEI Investments Co | 2,471,340 | $2.15 億 | 0.39% | −105,146−4.1% | 減碼 |
| Nuveen Asset Management, LLC | 2,522,325 | $2.19 億 | 0.08% | +159,500+6.8% | 加碼 |
| AustralianSuper Pty Ltd | 2,560,418 | $2.23 億 | 1.44% | +161,832+6.7% | 加碼 |
| Bamco Inc | 2,569,980 | $2.23 億 | 0.65% | −1,073,460−29.5% | 減碼 |
| State Street Corp | 2,570,780 | $2.25 億 | 0.01% | −706,219−21.6% | 減碼 |
| Citigroup Inc | 2,603,707 | $2.26 億 | 0.32% | +642,470+32.8% | 加碼 |
| Nordea Investment Management AB | 2,633,544 | $2.30 億 | 0.32% | −646,121−19.7% | 減碼 |
| ARGA Investment Management, LP | 2,650,566 | $2.30 億 | 9.37% | +111,691+4.4% | 加碼 |
| Vontobel Asset Management Inc | 2,421,446 | $2.31 億 | 1.50% | −507,200−17.3% | 減碼 |
| Amundi | 2,700,291 | $2.44 億 | 0.12% | +131,757+5.1% | 加碼 |
| Ci Investments Inc. | 2,994,427 | $2.60 億 | 1.45% | −142,125−4.5% | 減碼 |
| Janus Henderson Group PLC | 3,064,077 | $2.66 億 | 0.17% | +440,759+16.8% | 加碼 |
| Driehaus Capital Management LLC | 3,074,428 | $2.67 億 | 3.47% | −305,357−9.0% | 減碼 |
| Wells Fargo & Company | 3,245,574 | $2.82 億 | 0.09% | +9,421+0.3% | 加碼 |
| Invesco Ltd. | 3,286,018 | $2.86 億 | 0.08% | −330,794−9.1% | 減碼 |
| Cantillon Capital Management LLC | 3,388,509 | $2.94 億 | 2.18% | −13,229−0.4% | 減碼 |
| Vontobel Holding Ltd. | 3,450,374 | $3.00 億 | 2.77% | −641,263−15.7% | 減碼 |
| American Century Companies Inc | 3,473,637 | $3.02 億 | 0.23% | +1,250,290+56.2% | 加碼 |
| Northern Trust Corp | 3,490,630 | $3.03 億 | 0.06% | +1,068,723+44.1% | 加碼 |
| Axiom Investors LLC | 3,552,767 | $3.09 億 | 4.44% | −22,315−0.6% | 減碼 |
| Royal London Asset Management Ltd | 3,634,794 | $3.16 億 | 1.02% | −4,113−0.1% | 減碼 |
| Jennison Associates LLC | 3,639,716 | $3.16 億 | 0.27% | −79,237−2.1% | 減碼 |
| Martin Currie Ltd | 3,765,556 | $3.27 億 | 11.71% | +144,948+4.0% | 加碼 |
| Voya Investment Management LLC | 3,820,355 | $3.32 億 | 0.37% | −1,549,125−28.9% | 減碼 |
| Ninety One UK Ltd | 3,834,494 | $3.33 億 | 1.05% | +131,625+3.6% | 加碼 |
| Sarasin & Partners LLP | 3,952,458 | $3.43 億 | 4.29% | −336,509−7.8% | 減碼 |
| Great West Life Assurance Co | 12,047,202 | $3.49 億 | 0.84% | +10,075,432+511.0% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,195,315 | $3.65 億 | 6.05% | −128,621−3.0% | 減碼 |
| FIL Ltd | 4,305,705 | $3.74 億 | 0.44% | −254,541−5.6% | 減碼 |
| Susquehanna International Group, LLP | 4,442,657 | $3.86 億 | 0.60% | +1,782,972+67.0% | 加碼 |
| Dimensional Fund Advisors LP | 4,569,898 | $3.97 億 | 0.13% | −72,863−1.6% | 減碼 |
| Barclays PLC | 4,770,720 | $4.15 億 | 0.27% | +62,865+1.3% | 加碼 |
| Man Group plc | – | $4.16 億 | 1.29% | – | – |
| StonePine Asset Management Inc. | 4,802,924 | $4.17 億 | 6.02% | +3,687,249+330.5% | 加碼 |
| Lazard Asset Management LLC | 4,932,836 | $4.29 億 | 0.58% | −1,682,343−25.4% | 減碼 |
| Brown Advisory Inc | 4,943,931 | $4.30 億 | 0.71% | +3,290+0.1% | 加碼 |
| UBS Group AG | 4,959,667 | $4.31 億 | 0.20% | +1,441,399+41.0% | 加碼 |
| Orbis Allan Gray Ltd | 5,059,308 | $4.40 億 | 3.16% | −904,183−15.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,302,710 | $4.61 億 | 0.82% | −857,858−13.9% | 減碼 |
| Ameriprise Financial Inc | 5,418,854 | $4.68 億 | 0.15% | −20,077−0.4% | 減碼 |
| Windacre Partnership LLC | 5,589,000 | $4.86 億 | 8.84% | −520,000−8.5% | 減碼 |
| Sands Capital Management, LLC | 5,682,915 | $4.94 億 | 1.68% | −133,179−2.3% | 減碼 |
| Russell Investments Group, Ltd. | 5,796,081 | $5.04 億 | 1.00% | −63,881−1.1% | 減碼 |
| Franklin Resources Inc | 5,905,895 | $5.13 億 | 0.26% | +88,147+1.5% | 加碼 |
| Alkeon Capital Management LLC | 5,996,476 | $5.21 億 | 3.30% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 6,036,609 | $5.25 億 | 0.63% | −3,328,204−35.5% | 減碼 |
| AQR Capital Management LLC | 6,495,135 | $5.64 億 | 1.17% | +79,342+1.2% | 加碼 |
| GQG Partners LLC | 6,538,233 | $5.68 億 | 1.32% | −2,510,404−27.7% | 減碼 |