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 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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 1,582,695 | $1.38 億 | 0.79% | −65,540−4.0% | 減碼 |
| LGT Capital Partners Ltd. | 1,554,790 | $1.35 億 | 4.86% | +65,220+4.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,543,020 | $1.34 億 | 0.30% | +612,293+65.8% | 加碼 |
| Legal & General Group Plc | 1,500,159 | $1.30 億 | 0.05% | +20,015+1.4% | 加碼 |
| Perpetual Ltd | 1,483,724 | $1.29 億 | 1.33% | +51,463+3.6% | 加碼 |
| Point72 Asset Management, L.P. | 1,401,000 | $1.22 億 | 0.41% | −471,214−25.2% | 減碼 |
| Loomis Sayles & Co L P | 1,383,052 | $1.20 億 | 0.21% | −51,081−3.6% | 減碼 |
| Foxhaven Asset Management, LP | 1,381,960 | $1.20 億 | 3.86% | +179,414+14.9% | 加碼 |
| Raymond James & Associates | 1,365,025 | $1.19 億 | 0.10% | +65,326+5.0% | 加碼 |
| AMF Pensionsforsakring AB | 1,345,152 | $1.17 億 | 1.14% | +241,662+21.9% | 加碼 |
| Manning & Napier Group, LLC | 1,341,659 | $1.17 億 | 1.44% | −27,951−2.0% | 減碼 |
| AXA S.A. | 1,316,875 | $1.14 億 | 0.40% | −133,681−9.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,305,907 | $1.13 億 | 0.25% | +103,776+8.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,296,211 | $1.13 億 | 0.26% | −14,761−1.1% | 減碼 |
| Swedbank AB | 1,273,726 | $1.11 億 | 0.20% | 00.0% | 不變 |
| Theleme Partners LLP | 1,249,000 | $1.09 億 | 5.45% | +85,000+7.3% | 加碼 |
| Ruffer LLP | 1,248,042 | $1.08 億 | 5.97% | −15,199−1.2% | 減碼 |
| Lord, Abbett & Co. LLC | 1,232,097 | $1.07 億 | 0.40% | −14,356−1.2% | 減碼 |
| Thornburg Investment Management Inc | 1,191,106 | $1.04 億 | 1.70% | −10,400−0.9% | 減碼 |
| Trinity Street Asset Management LLP | 1,175,358 | $1.02 億 | 13.12% | +130,358+12.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,167,995 | $1.01 億 | 0.05% | +85,125+7.9% | 加碼 |
| Metropolis Capital Ltd | 1,136,061 | $9,872 萬 | 3.89% | +196,867+21.0% | 加碼 |
| Citadel Advisors LLC | 1,106,568 | $9,616 萬 | 0.10% | −414,588−27.3% | 減碼 |
| Baird Financial Group, Inc. | 1,105,497 | $9,607 萬 | 0.26% | +53,114+5.0% | 加碼 |
| Pictet Asset Management Holding SA | 1,083,780 | $9,418 萬 | 0.12% | +1,083,780 | 新進 |
| Credit Suisse AG | 1,082,920 | $9,411 萬 | 0.10% | −451,683−29.4% | 減碼 |
| Mondrian Investment Partners LTD | 1,077,233 | $9,361 萬 | 1.93% | +143,289+15.3% | 加碼 |
| TD Asset Management Inc | 1,074,003 | $9,333 萬 | 0.11% | −328,942−23.4% | 減碼 |
| Renaissance Technologies LLC | 1,063,820 | $9,245 萬 | 0.16% | −2,135,900−66.8% | 減碼 |
| Locust Wood Capital Advisers, LLC | 1,056,268 | $9,179 萬 | 4.38% | +143,158+15.7% | 加碼 |
| DnB Asset Management AS | 1,043,570 | $9,065 萬 | 0.54% | −26,324−2.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 1,011,617 | $8,791 萬 | 1.07% | −14,495−1.4% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 1,000,000 | $8,690 萬 | 1.72% | −775,000−43.7% | 減碼 |
| Itau Unibanco Holding S.A. | 492,173 | $8,635 萬 | 3.85% | −167,604−25.4% | 減碼 |
| Morningstar Investment Services LLC | 974,067 | $8,417 萬 | 1.08% | +22,578+2.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 956,792 | $8,315 萬 | 0.39% | −76,099−7.4% | 減碼 |
| First Trust Advisors LP | 914,570 | $7,948 萬 | 0.09% | +88,799+10.8% | 加碼 |
| Capital International Inc | 908,608 | $7,896 萬 | 1.51% | −128,641−12.4% | 減碼 |
| Epoch Investment Partners, Inc. | 904,255 | $7,858 萬 | 0.50% | −206,045−18.6% | 減碼 |
| Keywise Capital Management (HK) Ltd | 899,800 | $7,819 萬 | 12.95% | +736,500+451.0% | 加碼 |
| CIBC World Markets Inc. | 867,477 | $7,538 萬 | 0.27% | +165,893+23.6% | 加碼 |
| Rokos Capital Management LLP | 859,471 | $7,492 萬 | 2.74% | −159,774−15.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 862,000 | $7,491 萬 | 0.38% | −8,724−1.0% | 減碼 |
| HSBC Holdings PLC | 841,078 | $7,431 萬 | 0.08% | −20,003−2.3% | 減碼 |
| Geode Capital Management, LLC | 840,571 | $7,305 萬 | 0.01% | +43,100+5.4% | 加碼 |
| Pzena Investment Management LLC | 822,537 | $7,148 萬 | 0.31% | +61,975+8.1% | 加碼 |
| La Financiere de L'Echiquier | 819,193 | $7,119 萬 | 3.69% | +120,819+17.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 805,928 | $7,004 萬 | 0.06% | −33,415−4.0% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 804,000 | $6,988 萬 | 0.97% | −160,000−16.6% | 減碼 |
| Waverton Investment Management Ltd | 796,719 | $6,920 萬 | 2.00% | +64,304+8.8% | 加碼 |
| Palestra Capital Management LLC | 792,261 | $6,885 萬 | 3.63% | +292,752+58.6% | 加碼 |
| SRS Investment Management, LLC | 768,027 | $6,674 萬 | 0.96% | 00.0% | 不變 |
| C WorldWide Group Holding A/S | 761,663 | $6,619 萬 | 0.90% | −30,853−3.9% | 減碼 |
| Summitry LLC | 740,085 | $6,431 萬 | 4.23% | +116,032+18.6% | 加碼 |
| Artisan Partners Limited Partnership | 735,632 | $6,393 萬 | 0.11% | −2,240,036−75.3% | 減碼 |
| Carrhae Capital LLP | 735,226 | $6,389 萬 | 21.97% | +237,817+47.8% | 加碼 |
| Millennium Management LLC | 724,021 | $6,292 萬 | 0.07% | −475,033−39.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 718,882 | $6,281 萬 | 1.35% | +170,000+31.0% | 加碼 |
| TT International Asset Management LTD | 713,176 | $6,197 萬 | 9.26% | −110,647−13.4% | 減碼 |
| Novo Holdings A/S | 710,780 | $6,177 萬 | 4.56% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 686,425 | $5,965 萬 | 1.10% | +111,000+19.3% | 加碼 |
| Banque Pictet & Cie SA | 655,776 | $5,699 萬 | 0.67% | −221,344−25.2% | 減碼 |
| E Fund Management Co., Ltd. | 650,000 | $5,649 萬 | 4.30% | −12,408−1.9% | 減碼 |
| Rhumbline Advisers | 647,458 | $5,626 萬 | 0.07% | +11,941+1.9% | 加碼 |
| PointState Capital LP | 646,221 | $5,616 萬 | 1.93% | +409,543+173.0% | 加碼 |
| Jane Street Group, LLC | 637,329 | $5,538 萬 | 0.09% | −243,633−27.7% | 減碼 |
| Balyasny Asset Management LLC | 628,033 | $5,458 萬 | 0.15% | +628,033 | 新進 |
| HighTower Advisors, LLC | 627,244 | $5,451 萬 | 0.10% | +292,867+87.6% | 加碼 |
| James Hambro & Partners | 625,115 | $5,430 萬 | 3.52% | +17,055+2.8% | 加碼 |
| Aviva PLC | 621,537 | $5,401 萬 | 0.23% | +70,099+12.7% | 加碼 |
| Stifel Financial Corp | 609,492 | $5,297 萬 | 0.07% | +17,053+2.9% | 加碼 |
| Neuberger Berman Group LLC | 596,031 | $5,178 萬 | 0.05% | +8,248+1.4% | 加碼 |
| Creative Planning | 592,697 | $5,151 萬 | 0.07% | +201,496+51.5% | 加碼 |
| Coronation Fund Managers Ltd. | 589,446 | $5,122 萬 | 1.54% | +111,862+23.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 581,912 | $5,057 萬 | 0.04% | +198,173+51.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 549,705 | $4,981 萬 | 1.13% | +76,341+16.1% | 加碼 |
| LPL Financial LLC | 567,360 | $4,930 萬 | 0.03% | +42,771+8.2% | 加碼 |
| Earnest Partners LLC | 551,119 | $4,789 萬 | 0.28% | +842+0.2% | 加碼 |
| Alliancebernstein L.P. | 546,735 | $4,751 萬 | 0.02% | −335,961−38.1% | 減碼 |
| Carmignac Gestion | 541,696 | $4,707 萬 | 0.86% | −96,381−15.1% | 減碼 |
| Public Sector Pension Investment Board | 538,382 | $4,679 萬 | 0.34% | −62,886−10.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 538,204 | $4,677 萬 | 0.92% | +537,429+69,345.7% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 535,000 | $4,649 萬 | 6.26% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 519,450 | $4,514 萬 | 0.25% | −550−0.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 512,985 | $4,458 萬 | 0.12% | −2,815−0.5% | 減碼 |
| Macquarie Group Ltd | 504,749 | $4,386 萬 | 0.06% | +230,501+84.0% | 加碼 |
| Causeway Capital Management LLC | 497,529 | $4,324 萬 | 1.14% | −912,974−64.7% | 減碼 |
| Advisor Group Holdings, Inc. | 492,653 | $4,283 萬 | 0.06% | +149,008+43.4% | 加碼 |
| Origin Asset Management LLP | 492,681 | $4,281 萬 | 14.25% | −27,000−5.2% | 減碼 |
| Federated Hermes, Inc. | 492,329 | $4,278 萬 | 0.11% | +127,368+34.9% | 加碼 |
| Rockefeller Capital Management L.P. | 490,957 | $4,267 萬 | 0.16% | −3,709−0.7% | 減碼 |
| Rathbone Brothers plc | 483,367 | $4,200 萬 | 0.30% | +50,761+11.7% | 加碼 |
| Optiver Holding B.V. | 479,970 | $4,171 萬 | 1.19% | +344,694+254.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 477,252 | $4,147 萬 | 0.34% | +21,928+4.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 470,091 | $4,087 萬 | 1.87% | −18,888−3.9% | 減碼 |
| Boston Common Asset Management, LLC | 470,052 | $4,085 萬 | 0.97% | +25,695+5.8% | 加碼 |
| Tiger Pacific Capital LP | 469,617 | $4,081 萬 | 10.63% | +469,617 | 新進 |
| Varma Mutual Pension Insurance Co | 469,000 | $4,076 萬 | 0.49% | −10,000−2.1% | 減碼 |
| Clearbridge Investments, LLC | 465,232 | $4,043 萬 | 0.04% | +1,000+0.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 462,145 | $4,016 萬 | 0.10% | −44,178−8.7% | 減碼 |