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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 481,999 | $5,013 萬 | 0.17% | −8,958−1.8% | 減碼 |
| Parnassus Investments | 480,231 | $4,994 萬 | 0.11% | +476,540+12,910.9% | 加碼 |
| Tiger Pacific Capital LP | 469,617 | $4,884 萬 | 10.40% | 00.0% | 不變 |
| Carrhae Capital LLP | 468,010 | $4,867 萬 | 9.62% | −267,216−36.3% | 減碼 |
| Itau Unibanco Holding S.A. | 463,811 | $4,824 萬 | 1.59% | −28,362−5.8% | 減碼 |
| Causeway Capital Management LLC | 462,769 | $4,813 萬 | 1.23% | −34,760−7.0% | 減碼 |
| Federated Hermes, Inc. | 459,524 | $4,779 萬 | 0.12% | −32,805−6.7% | 減碼 |
| Hardman Johnston Global Advisors LLC | 458,655 | $4,770 萬 | 1.53% | +118,513+34.8% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 451,600 | $4,697 萬 | 6.71% | +451,600 | 新進 |
| Guinness Asset Management LTD | 449,632 | $4,680 萬 | 1.02% | +3,199+0.7% | 加碼 |
| Boston Common Asset Management, LLC | 449,490 | $4,675 萬 | 1.06% | −20,562−4.4% | 減碼 |
| Truist Financial Corp | 448,522 | $4,665 萬 | 0.07% | +4,492+1.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 448,137 | $4,661 萬 | 0.44% | +6,802+1.5% | 加碼 |
| Allianz Asset Management GmbH | 444,889 | $4,627 萬 | 0.09% | −13,368−2.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 436,415 | $4,538 萬 | 0.11% | −25,730−5.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 424,121 | $4,415 萬 | 0.20% | +424,121 | 新進 |
| Advisor Group Holdings, Inc. | 414,319 | $4,311 萬 | 0.08% | −78,334−15.9% | 減碼 |
| MKP Capital Management, L.L.C. | 411,643 | $4,281 萬 | 2.65% | +411,643 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 411,620 | $4,281 萬 | 0.07% | +18,741+4.8% | 加碼 |
| Creative Planning | 406,757 | $4,230 萬 | 0.08% | −185,940−31.4% | 減碼 |
| Meitav Dash Investments Ltd | 401,956 | $4,199 萬 | 0.62% | +32,218+8.7% | 加碼 |
| CI Private Wealth, LLC | 401,235 | $4,173 萬 | 0.08% | +2,094+0.5% | 加碼 |
| Bessemer Group Inc | 399,916 | $4,159 萬 | 0.08% | −60,894−13.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 398,900 | $4,149 萬 | 0.09% | +11,199+2.9% | 加碼 |
| Alberta Investment Management Corp | 396,835 | $4,127 萬 | 0.39% | +11,624+3.0% | 加碼 |
| US Bancorp | 396,509 | $4,124 萬 | 0.06% | +37,498+10.4% | 加碼 |
| Two Sigma Securities, LLC | 393,296 | $4,090 萬 | 1.87% | +263,205+202.3% | 加碼 |
| Suvretta Capital Management, LLC | 388,232 | $4,038 萬 | 1.85% | +388,232 | 新進 |
| Magellan Asset Management Ltd | 386,095 | $4,015 萬 | 0.40% | −3,188−0.8% | 減碼 |
| Cullen Capital Management LLC | 382,206 | $3,975 萬 | 0.59% | +79,517+26.3% | 加碼 |
| Chicago Capital, LLC | 380,442 | $3,957 萬 | 1.42% | +38,249+11.2% | 加碼 |
| Marshall Wace, LLP | 367,583 | $3,823 萬 | 0.07% | −93,480−20.3% | 減碼 |
| Cerity Partners LLC | 365,509 | $3,801 萬 | 0.13% | +33,606+10.1% | 加碼 |
| Walleye Trading LLC | 361,660 | $3,761 萬 | 0.57% | −53,111−12.8% | 減碼 |
| Trillium Asset Management, LLC | 351,789 | $3,659 萬 | 1.00% | −13,385−3.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 350,000 | $3,640 萬 | 0.08% | +75,000+27.3% | 加碼 |
| Standard Life Aberdeen plc | 347,174 | $3,611 萬 | 0.08% | +10,559+3.1% | 加碼 |
| Johnson Investment Counsel Inc | 344,616 | $3,584 萬 | 0.42% | +324,095+1,579.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 344,503 | $3,583 萬 | 0.46% | +38,234+12.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 342,606 | $3,563 萬 | 0.21% | −7,030−2.0% | 減碼 |
| Walleye Capital LLC | 339,690 | $3,533 萬 | 0.50% | +105,427+45.0% | 加碼 |
| Earnest Partners LLC | 338,205 | $3,517 萬 | 0.18% | −212,914−38.6% | 減碼 |
| Phoenix Holdings Ltd. | 293,163 | $3,511 萬 | 0.58% | +1,641+0.6% | 加碼 |
| Matthews International Capital Management LLC | 332,973 | $3,463 萬 | 4.87% | −55,177−14.2% | 減碼 |
| MML Investors Services, LLC | 328,671 | $3,418 萬 | 0.16% | +57,522+21.2% | 加碼 |
| Group One Trading, L.P. | 321,024 | $3,339 萬 | 1.05% | +170,070+112.7% | 加碼 |
| Optiver Holding B.V. | 320,245 | $3,331 萬 | 0.99% | −159,725−33.3% | 減碼 |
| Pictet & Cie (Europe) SA | 319,311 | $3,321 萬 | 0.98% | +41,851+15.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 318,520 | $3,313 萬 | 0.37% | −150,480−32.1% | 減碼 |
| Hel Ved Capital Management Ltd | 317,888 | $3,306 萬 | 9.79% | +317,888 | 新進 |
| Wedgewood Partners Inc | 258,459 | $3,297 萬 | 6.94% | −7,389−2.8% | 減碼 |
| Coatue Management LLC大師Coatue | 312,466 | $3,250 萬 | 0.14% | −2,059,097−86.8% | 減碼 |
| Janney Montgomery Scott LLC | 310,871 | $3,233 萬 | 0.10% | +2,292+0.7% | 加碼 |
| Abn Amro Investment Solutions | 308,972 | $3,213 萬 | 0.56% | −13,193−4.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 305,028 | $3,172 萬 | 0.08% | −207,957−40.5% | 減碼 |
| Dundas Partners LLP | 301,265 | $3,133 萬 | 2.73% | +10,958+3.8% | 加碼 |
| Scotia Capital Inc. | 298,245 | $3,102 萬 | 0.20% | −6,485−2.1% | 減碼 |
| HughesLittle Investment Management Ltd. | 295,775 | $3,076 萬 | 7.88% | +42,750+16.9% | 加碼 |
| McDaniel Terry & Co | 292,985 | $3,047 萬 | 2.91% | +1,854+0.6% | 加碼 |
| Advisors Capital Management, LLC | 291,610 | $3,033 萬 | 0.62% | −3,249−1.1% | 減碼 |
| Westwood Holdings Group Inc. | 290,492 | $3,021 萬 | 0.25% | +20,876+7.7% | 加碼 |
| State of Michigan Retirement System | 281,600 | $2,929 萬 | 0.17% | 00.0% | 不變 |
| FengHe Fund Management Pte. Ltd. | 281,100 | $2,923 萬 | 5.13% | +281,100 | 新進 |
| Calamos Advisors LLC | 281,009 | $2,922 萬 | 0.15% | −53,257−15.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 281,002 | $2,922 萬 | 2.00% | −4,306−1.5% | 減碼 |
| Triodos Investment Management BV | 280,003 | $2,912 萬 | 2.85% | −2,500−0.9% | 減碼 |
| Modera Wealth Management, LLC | 278,763 | $2,899 萬 | 0.48% | +1,198+0.4% | 加碼 |
| Kensico Capital Management Corp | 275,900 | $2,869 萬 | 1.09% | +275,900 | 新進 |
| Alpine Investment Management Ltd | 275,000 | $2,860 萬 | 11.71% | +225,000+450.0% | 加碼 |
| Governors Lane LP | 274,415 | $2,854 萬 | 7.38% | +48,550+21.5% | 加碼 |
| Aquatic Capital Management LLC | 274,200 | $2,852 萬 | 0.73% | +200,500+272.0% | 加碼 |
| Assetmark, Inc | 272,527 | $2,834 萬 | 0.10% | +30,248+12.5% | 加碼 |
| Flossbach Von Storch AG | 272,425 | $2,833 萬 | 0.13% | −27,880−9.3% | 減碼 |
| Mawer Investment Management Ltd. | 271,673 | $2,825 萬 | 0.14% | +6,348+2.4% | 加碼 |
| Formuepleje A/S | 268,953 | $2,797 萬 | 1.98% | +131,302+95.4% | 加碼 |
| GMT Capital Corp | 267,900 | $2,786 萬 | 1.05% | −53,500−16.6% | 減碼 |
| Jupiter Asset Management Ltd | 266,154 | $2,768 萬 | 0.27% | −17,834−6.3% | 減碼 |
| Janney Capital Management LLC | 264,655 | $2,752 萬 | 1.85% | +16,669+6.7% | 加碼 |
| Diamond Hill Capital Management Inc | 264,032 | $2,746 萬 | 0.12% | +11,445+4.5% | 加碼 |
| Y.D. More Investments Ltd | 257,570 | $2,679 萬 | 5.48% | −5,219−2.0% | 減碼 |
| PEAK6 Investments LLC | 257,009 | $2,673 萬 | 1.15% | +53,680+26.4% | 加碼 |
| Harber Asset Management LLC | 256,958 | $2,672 萬 | 6.21% | +34,550+15.5% | 加碼 |
| Gemsstock Limited | 254,000 | $2,642 萬 | 9.80% | +254,000 | 新進 |
| NorthCrest Asset Manangement, LLC | 253,990 | $2,641 萬 | 1.00% | +4,082+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 251,771 | $2,618 萬 | 0.05% | −599−0.2% | 減碼 |
| Wolverine Trading, LLC | 251,645 | $2,617 萬 | 0.20% | +214,409+575.8% | 加碼 |
| Deprince Race & Zollo Inc | 250,132 | $2,601 萬 | 0.59% | +310.0% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 249,821 | $2,598 萬 | 0.15% | +48,775+24.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 248,969 | $2,589 萬 | 0.34% | +36,992+17.5% | 加碼 |
| Nomura Holdings Inc | 248,774 | $2,587 萬 | 0.23% | −116,462−31.9% | 減碼 |
| Grimes & Company, Inc. | 247,962 | $2,579 萬 | 0.85% | +3,668+1.5% | 加碼 |
| Holowesko Partners Ltd. | 240,800 | $2,504 萬 | 9.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 236,577 | $2,460 萬 | 0.07% | −6,799−2.8% | 減碼 |
| Rheos Capital Works Inc. | 232,600 | $2,419 萬 | 1.34% | 00.0% | 不變 |
| Analog Century Management LP | 232,424 | $2,417 萬 | 5.59% | +26,553+12.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 231,670 | $2,409 萬 | 0.03% | +18,197+8.5% | 加碼 |
| Light Street Capital Management, LLC | 231,100 | $2,403 萬 | 7.20% | +133,636+137.1% | 加碼 |
| HGK Asset Management Inc | 230,400 | $2,396 萬 | 5.56% | +230,400 | 新進 |
| CCLA Investment Management Ltd | 225,948 | $2,354 萬 | 0.39% | +18,756+9.1% | 加碼 |
| Nomura Asset Management Co Ltd | 224,243 | $2,332 萬 | 0.10% | −58,509−20.7% | 減碼 |