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 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/12/31 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
- 1,682
- 較 2023 年第 3 季 +181 家
- 持有股數
- 8.59 億
- 較 2023 年第 3 季 +1,065 萬 (+1.3%)
- 總市值
- $895.6 億
- 較 2023 年第 3 季 +$161.0 億 (+21.9%)
- 新進機構
- 277
- 另有 637 家加碼
- 清倉機構
- 96
- 另有 539 家減碼
另有 25 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Capital, LLC | 44,527,327 | $46.3 億 | 8.56% | +1,501,548+3.5% | 加碼 |
| Capital World Investors | 41,356,279 | $43.0 億 | 0.76% | +4,240,928+11.4% | 加碼 |
| JPMorgan Chase & Co | 41,290,037 | $42.9 億 | 0.44% | +2,028,575+5.2% | 加碼 |
| FMR LLC | 39,656,951 | $41.2 億 | 0.32% | −1,955,318−4.7% | 減碼 |
| Fisher Asset Management, LLC | 31,060,369 | $32.3 億 | 1.71% | +422,976+1.4% | 加碼 |
| Massachusetts Financial Services Co | 28,443,595 | $29.6 億 | 0.96% | +1,649,279+6.2% | 加碼 |
| Bank of New York Mellon Corp | 25,106,588 | $26.1 億 | 0.53% | −603,059−2.3% | 減碼 |
| Morgan Stanley | 20,832,613 | $21.7 億 | 0.19% | −2,971,567−12.5% | 減碼 |
| Royal Bank of Canada | 16,103,402 | $16.7 億 | 0.42% | −231,512−1.4% | 減碼 |
| BlackRock Inc. | 15,189,672 | $15.8 億 | 0.04% | +1,623,476+12.0% | 加碼 |
| Capital International Investors | 14,051,765 | $14.6 億 | 0.33% | −2,706,648−16.2% | 減碼 |
| Fiera Capital Corp | 13,421,106 | $14.0 億 | 4.28% | −409,131−3.0% | 減碼 |
| Wellington Management Group LLP | 12,014,647 | $12.5 億 | 0.23% | −843,301−6.6% | 減碼 |
| Harding Loevner LP | 11,616,715 | $12.2 億 | 6.86% | +2,008,043+20.9% | 加碼 |
| Van Eck Associates Corp | 11,355,683 | $11.8 億 | 2.15% | −3,439,899−23.2% | 減碼 |
| William Blair Investment Management, LLC | 11,229,201 | $11.7 億 | 3.40% | −550,943−4.7% | 減碼 |
| Vanguard Group Inc | 10,844,760 | $11.3 億 | 0.02% | −1,101,483−9.2% | 減碼 |
| Schroder Investment Management Group | 9,553,588 | $9.94 億 | 1.29% | −451,488−4.5% | 減碼 |
| First Eagle Investment Management, LLC | 9,065,086 | $9.43 億 | 2.25% | +84,823+0.9% | 加碼 |
| Bank of America Corp | 8,779,729 | $9.13 億 | 0.10% | −469,385−5.1% | 減碼 |
| Goldman Sachs Group Inc | 8,623,625 | $8.97 億 | 0.20% | +253,805+3.0% | 加碼 |
| Price T Rowe Associates Inc | 7,576,981 | $7.88 億 | 0.11% | +103,306+1.4% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 6,947,924 | $7.23 億 | 6.25% | −852,228−10.9% | 減碼 |
| AQR Capital Management LLC | 6,935,222 | $7.21 億 | 1.36% | +440,087+6.8% | 加碼 |
| GQG Partners LLC | 6,827,604 | $7.10 億 | 1.50% | +289,371+4.4% | 加碼 |
| Baillie Gifford & Co | 6,802,414 | $7.07 億 | 0.56% | −47,536−0.7% | 減碼 |
| Russell Investments Group, Ltd. | 5,892,742 | $6.13 億 | 1.09% | +96,661+1.7% | 加碼 |
| Alkeon Capital Management LLC | 5,877,929 | $6.11 億 | 4.01% | −118,547−2.0% | 減碼 |
| UBS Group AG | 5,849,988 | $6.08 億 | 0.24% | +890,321+18.0% | 加碼 |
| Brown Advisory Inc | 5,845,174 | $6.08 億 | 0.85% | +901,243+18.2% | 加碼 |
| Eagle Capital Management LLC | 5,760,220 | $5.99 億 | 2.54% | +5,760,220 | 新進 |
| Barclays PLC | 5,663,003 | $5.89 億 | 0.30% | +892,283+18.7% | 加碼 |
| Franklin Resources Inc | 5,662,165 | $5.89 億 | 0.28% | −243,730−4.1% | 減碼 |
| Sands Capital Management, LLC | 5,591,558 | $5.82 億 | 1.77% | −91,357−1.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 5,585,787 | $5.81 億 | 0.61% | −450,822−7.5% | 減碼 |
| Man Group plc | 5,414,235 | $5.63 億 | 1.62% | – | – |
| Allspring Global Investments Holdings, LLC | 5,286,600 | $5.50 億 | 0.91% | −16,110−0.3% | 減碼 |
| Lazard Asset Management LLC | 5,228,717 | $5.44 億 | 0.69% | +295,881+6.0% | 加碼 |
| StonePine Asset Management Inc. | 5,204,358 | $5.41 億 | 5.81% | +401,434+8.4% | 加碼 |
| Ameriprise Financial Inc | 5,103,850 | $5.29 億 | 0.16% | −315,004−5.8% | 減碼 |
| Dimensional Fund Advisors LP | 4,505,919 | $4.69 億 | 0.14% | −63,979−1.4% | 減碼 |
| Axiom Investors LLC | 4,295,837 | $4.47 億 | 4.38% | +743,070+20.9% | 加碼 |
| FIL Ltd | 4,248,418 | $4.42 億 | 0.46% | −57,287−1.3% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,070,279 | $4.23 億 | 6.77% | −125,036−3.0% | 減碼 |
| American Century Companies Inc | 4,017,722 | $4.18 億 | 0.29% | +544,085+15.7% | 加碼 |
| Windacre Partnership LLC | 4,015,000 | $4.18 億 | 6.34% | −1,574,000−28.2% | 減碼 |
| Voya Investment Management LLC | 3,857,427 | $4.01 億 | 0.41% | +37,072+1.0% | 加碼 |
| Royal London Asset Management Ltd | 3,667,989 | $3.81 億 | 1.09% | +33,195+0.9% | 加碼 |
| Sarasin & Partners LLP | 3,665,463 | $3.81 億 | 4.19% | −286,995−7.3% | 減碼 |
| Northern Trust Corp | 3,622,056 | $3.77 億 | 0.07% | +131,426+3.8% | 加碼 |
| Martin Currie Ltd | 3,621,496 | $3.77 億 | 12.36% | −144,060−3.8% | 減碼 |
| Artisan Partners Limited Partnership | 3,573,670 | $3.72 億 | 0.58% | +2,838,038+385.8% | 加碼 |
| Driehaus Capital Management LLC | 3,573,474 | $3.72 億 | 4.48% | +499,046+16.2% | 加碼 |
| Ninety One UK Ltd | 3,539,837 | $3.68 億 | 1.10% | −294,657−7.7% | 減碼 |
| Jennison Associates LLC | 3,437,292 | $3.57 億 | 0.27% | −202,424−5.6% | 減碼 |
| Ci Investments Inc. | 3,319,828 | $3.45 億 | 1.79% | +325,401+10.9% | 加碼 |
| Cantillon Capital Management LLC | 3,307,970 | $3.44 億 | 2.30% | −80,539−2.4% | 減碼 |
| Wells Fargo & Company | 3,291,518 | $3.42 億 | 0.10% | +45,944+1.4% | 加碼 |
| Vontobel Holding Ltd. | 3,252,023 | $3.38 億 | 2.83% | −198,351−5.7% | 減碼 |
| Mondrian Investment Partners LTD | 1,596,274 | $3.32 億 | 5.25% | +519,041+48.2% | 加碼 |
| Janus Henderson Group PLC | 3,086,757 | $3.21 億 | 0.19% | +22,680+0.7% | 加碼 |
| Nuveen Asset Management, LLC | 3,052,266 | $3.18 億 | 0.10% | +529,941+21.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,044,990 | $3.17 億 | 2.25% | +983,200+47.7% | 加碼 |
| Orbis Allan Gray Ltd | 2,939,927 | $3.06 億 | 1.92% | −2,119,381−41.9% | 減碼 |
| SEI Investments Co | 2,835,070 | $2.95 億 | 0.47% | +363,730+14.7% | 加碼 |
| Susquehanna International Group, LLP | 2,683,724 | $2.79 億 | 0.47% | −1,758,933−39.6% | 減碼 |
| Select Equity Group, L.P. | 2,636,570 | $2.74 億 | 1.01% | +565,396+27.3% | 加碼 |
| ARGA Investment Management, LP | 2,625,090 | $2.73 億 | 9.47% | −25,476−1.0% | 減碼 |
| Vontobel Asset Management Inc | 2,425,944 | $2.70 億 | 1.60% | +4,498+0.2% | 加碼 |
| AustralianSuper Pty Ltd | 2,560,418 | $2.66 億 | 1.60% | 00.0% | 不變 |
| Amundi | 2,582,387 | $2.63 億 | 0.12% | −117,904−4.4% | 減碼 |
| New York State Common Retirement Fund | 2,487,794 | $2.59 億 | 0.36% | +42,044+1.7% | 加碼 |
| Invesco Ltd. | 2,480,355 | $2.58 億 | 0.06% | −805,663−24.5% | 減碼 |
| Northcape Capital Pty Ltd | 2,466,236 | $2.56 億 | 30.37% | +24,279+1.0% | 加碼 |
| Envestnet Asset Management Inc | 2,428,408 | $2.53 億 | 0.10% | +67,116+2.8% | 加碼 |
| Mirova US LLC | 2,387,973 | $2.48 億 | 3.74% | −35,050−1.4% | 減碼 |
| Nordea Investment Management AB | 2,357,187 | $2.45 億 | 0.31% | −276,357−10.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 2,293,167 | $2.38 億 | 2.01% | +611,000+36.3% | 加碼 |
| Comgest Global Investors S.A.S. | 2,281,296 | $2.37 億 | 3.56% | −41,962−1.8% | 減碼 |
| State Street Corp | 2,249,840 | $2.35 億 | 0.01% | −320,940−12.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,251,426 | $2.34 億 | 0.31% | +199,015+9.7% | 加碼 |
| Bamco Inc | 2,163,055 | $2.25 億 | 0.60% | −406,925−15.8% | 減碼 |
| Intermede Investment Partners Ltd | 2,143,266 | $2.23 億 | 5.06% | −92,933−4.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,141,842 | $2.23 億 | 0.62% | −83,875−3.8% | 減碼 |
| Voyager Global Management LP | 2,125,000 | $2.21 億 | 10.56% | +300,000+16.4% | 加碼 |
| Saturna Capital CORP | 2,124,735 | $2.21 億 | 3.44% | +3,101+0.1% | 加碼 |
| Citigroup Inc | 2,107,146 | $2.19 億 | 0.29% | −496,561−19.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,093,539 | $2.18 億 | 0.73% | −48,085−2.2% | 減碼 |
| Lansdowne Partners (UK) LLP | 2,075,578 | $2.16 億 | 15.84% | +266,030+14.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,061,058 | $2.14 億 | 0.13% | −79,208−3.7% | 減碼 |
| Principal Financial Group Inc | 1,952,031 | $2.03 億 | 0.13% | +6,997+0.4% | 加碼 |
| Morningstar Investment Services LLC | 1,911,713 | $2.00 億 | 1.13% | +937,646+96.3% | 加碼 |
| Rafferty Asset Management, LLC | 1,897,846 | $1.97 億 | 0.83% | −37,664−1.9% | 減碼 |
| Great West Life Assurance Co | 1,901,832 | $1.97 億 | 0.43% | −10,145,370−84.2% | 減碼 |
| Manning & Napier Group, LLC | 1,884,742 | $1.96 億 | 2.33% | +543,083+40.5% | 加碼 |
| Millennium Management LLC | 1,855,499 | $1.93 億 | 0.18% | +1,131,478+156.3% | 加碼 |
| Deutsche Bank AG | 1,844,917 | $1.92 億 | 0.10% | +128,949+7.5% | 加碼 |
| Railway Pension Investments Ltd | 1,835,683 | $1.91 億 | 1.97% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 1,802,208 | $1.87 億 | 0.49% | +193,990+12.1% | 加碼 |
| LGT Capital Partners Ltd. | 1,648,910 | $1.71 億 | 5.12% | +94,120+6.1% | 加碼 |