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 |
|---|---|---|---|---|---|
| Manchester Global Management (UK) Ltd | 218,400 | $2,271 萬 | 7.39% | +37,500+20.7% | 加碼 |
| La Banque Postale Asset Management SA | 218,037 | $2,268 萬 | 0.50% | +15,272+7.5% | 加碼 |
| Oribel Capital Management, LP | 215,600 | $2,242 萬 | 2.46% | +215,600 | 新進 |
| Franchise Capital Ltd | 213,150 | $2,217 萬 | 5.55% | +149,605+235.4% | 加碼 |
| Paradice Investment Management LLC | 211,190 | $2,196 萬 | 2.76% | −695−0.3% | 減碼 |
| National Bank of Canada | 215,255 | $2,184 萬 | 0.04% | −1,787,945−89.3% | 減碼 |
| Cambiar Investors LLC | 210,024 | $2,184 萬 | 0.86% | −33,833−13.9% | 減碼 |
| Moran Wealth Management, LLC | 208,160 | $2,165 萬 | 0.77% | +25,040+13.7% | 加碼 |
| Pictet North America Advisors SA | 204,619 | $2,128 萬 | 2.75% | +13,331+7.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 202,465 | $2,106 萬 | 0.65% | 00.0% | 不變 |
| Harvard Management Co Inc | 202,347 | $2,104 萬 | 1.78% | 00.0% | 不變 |
| MAI Capital Management | 200,250 | $2,083 萬 | 0.28% | +9,526+5.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 200,335 | $2,082 萬 | 0.20% | +34,254+20.6% | 加碼 |
| Simplex Trading, LLC | 196,626 | $2,045 萬 | 0.64% | +196,626 | 新進 |
| TCW Group Inc | 195,092 | $2,029 萬 | 0.23% | +5,048+2.7% | 加碼 |
| DuPont Capital Management Corp | 192,422 | $2,001 萬 | 1.75% | −5,004−2.5% | 減碼 |
| Hosking Partners LLP | 189,470 | $1,970 萬 | 0.83% | −13,707−6.7% | 減碼 |
| Fulton Breakefield Broenniman LLC | 188,833 | $1,964 萬 | 1.58% | +2,136+1.1% | 加碼 |
| Zweig-DiMenna Associates LLC | 187,370 | $1,949 萬 | 2.24% | +29,050+18.3% | 加碼 |
| M&T Bank Corp | 186,279 | $1,938 萬 | 0.07% | −1,522−0.8% | 減碼 |
| Toroso Investments, LLC | 185,389 | $1,928 萬 | 0.46% | +77,397+71.7% | 加碼 |
| M&G Investment Management Ltd | 183,424 | $1,908 萬 | 0.11% | −21,276−10.4% | 減碼 |
| Mariner, LLC | 182,296 | $1,896 萬 | 0.04% | +4,243+2.4% | 加碼 |
| Thomasville National Bank | 182,096 | $1,894 萬 | 1.68% | −1,302−0.7% | 減碼 |
| Susquehanna International Group Ltd. | 179,984 | $1,872 萬 | 4.27% | +165,680+1,158.3% | 加碼 |
| Ariel Investments, LLC | 178,310 | $1,854 萬 | 0.18% | +178,310 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 178,297 | $1,854 萬 | 0.08% | +39,550+28.5% | 加碼 |
| Cresset Asset Management, LLC | 176,904 | $1,847 萬 | 0.11% | +74,915+73.5% | 加碼 |
| London & Capital Asset Management Ltd | 177,431 | $1,845 萬 | 1.55% | −4,541−2.5% | 減碼 |
| Asset Management One Co.,Ltd. | 176,146 | $1,844 萬 | 0.07% | +30,955+21.3% | 加碼 |
| Ramirez Asset Management, Inc. | 174,306 | $1,813 萬 | 3.68% | −12,519−6.7% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 171,866 | $1,787 萬 | 2.19% | −5,589−3.1% | 減碼 |
| Ninety One North America, Inc. | 170,290 | $1,771 萬 | 0.86% | −11,117−6.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 170,185 | $1,770 萬 | 0.32% | −662−0.4% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 165,671 | $1,729 萬 | 1.19% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 163,332 | $1,699 萬 | 2.00% | +68,401+72.1% | 加碼 |
| 1832 Asset Management L.P. | 161,239 | $1,677 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 161,169 | $1,676 萬 | 0.09% | +4,014+2.6% | 加碼 |
| Todd Asset Management LLC | 160,967 | $1,674 萬 | 0.37% | −3,324−2.0% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 160,113 | $1,665 萬 | 1.46% | +1,428+0.9% | 加碼 |
| Nicola Wealth Management Ltd. | 121,000 | $1,664 萬 | 1.75% | 00.0% | 不變 |
| Generate Investment Management Ltd | 159,966 | $1,664 萬 | 1.44% | +159,966 | 新進 |
| Twin Tree Management, LP | 158,976 | $1,653 萬 | 0.30% | +37,043+30.4% | 加碼 |
| Lido Advisors, LLC | 156,854 | $1,638 萬 | 0.16% | +8,721+5.9% | 加碼 |
| Kornitzer Capital Management Inc | 157,296 | $1,636 萬 | 0.32% | +630.0% | 加碼 |
| United Capital Financial Advisers, LLC | 156,417 | $1,627 萬 | 0.14% | −67,138−30.0% | 減碼 |
| ABN AMRO Bank N.V. | 155,403 | $1,624 萬 | 0.27% | −12,226−7.3% | 減碼 |
| John G Ullman & Associates Inc | 153,542 | $1,597 萬 | 2.53% | −518−0.3% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 153,300 | $1,594 萬 | 7.94% | 00.0% | 不變 |
| Maplelane Capital, LLC | 152,000 | $1,581 萬 | 1.82% | +30,000+24.6% | 加碼 |
| Yousif Capital Management, LLC | 151,143 | $1,572 萬 | 0.19% | +6,790+4.7% | 加碼 |
| Point72 Hong Kong Ltd | 148,886 | $1,548 萬 | 0.95% | +136,786+1,130.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 147,259 | $1,531 萬 | 0.21% | −330.0% | 減碼 |
| Brinker Capital Investments, LLC | 149,459 | $1,528 萬 | 0.18% | −5,185−3.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 149,459 | $1,528 萬 | 0.18% | −5,185−3.4% | 減碼 |
| Mirabella Financial Services LLP | 145,605 | $1,514 萬 | 2.17% | +102,824+240.3% | 加碼 |
| Credit Agricole S A | 144,859 | $1,507 萬 | 0.31% | −26,886−15.7% | 減碼 |
| Pathstone Holdings, LLC | 141,562 | $1,485 萬 | 0.08% | +141,562 | 新進 |
| Tenere Capital LLC | 142,511 | $1,482 萬 | 4.84% | +49,788+53.7% | 加碼 |
| Motley Fool Asset Management LLC | 142,128 | $1,478 萬 | 1.10% | −1,840−1.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 139,804 | $1,454 萬 | 0.07% | −1,817,022−92.9% | 減碼 |
| Buckingham Capital Management, Inc. | 138,945 | $1,445 萬 | 1.93% | −355−0.3% | 減碼 |
| Redwood Investments, LLC | 138,914 | $1,445 萬 | 3.77% | +27,852+25.1% | 加碼 |
| Exchange Traded Concepts, LLC | 135,680 | $1,411 萬 | 0.38% | −23,978−15.0% | 減碼 |
| Moore Capital Management, LP | 130,617 | $1,358 萬 | 0.33% | +109,581+520.9% | 加碼 |
| Cabot Wealth Management Inc | 130,223 | $1,354 萬 | 1.88% | −474−0.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 128,614 | $1,338 萬 | 0.25% | −2,883−2.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 126,557 | $1,316 萬 | 0.09% | +560.0% | 加碼 |
| Motley Fool Wealth Management, LLC | 126,723 | $1,314 萬 | 0.69% | −1,545−1.2% | 減碼 |
| Eisler Capital (UK) Ltd. | 124,006 | $1,290 萬 | 1.17% | −37,859−23.4% | 減碼 |
| Augustine Asset Management Inc | 123,907 | $1,289 萬 | 5.71% | +6,094+5.2% | 加碼 |
| Easterly Investment Partners LLC | 122,586 | $1,275 萬 | 1.36% | −9,362−7.1% | 減碼 |
| CapWealth Advisors, LLC | 122,310 | $1,272 萬 | 1.55% | +21,329+21.1% | 加碼 |
| Evergreen Capital Management LLC | 121,307 | $1,267 萬 | 0.52% | −3,859−3.1% | 減碼 |
| Wetherby Asset Management Inc | 121,026 | $1,259 萬 | 0.66% | −751−0.6% | 減碼 |
| Oppenheimer & Co Inc | 120,122 | $1,249 萬 | 0.23% | −4,344−3.5% | 減碼 |
| Mizuho Markets Americas LLC | 117,200 | $1,219 萬 | 0.37% | +117,200 | 新進 |
| Azimuth Capital Investment Management LLC | 115,686 | $1,203 萬 | 0.54% | +31,626+37.6% | 加碼 |
| Greenleaf Trust | 115,585 | $1,202 萬 | 0.13% | −1,422−1.2% | 減碼 |
| Snowden Capital Advisors LLC | 115,161 | $1,198 萬 | 0.46% | −2,765−2.3% | 減碼 |
| WS Portfolio Advisory, LLC | 114,531 | $1,191 萬 | 2.21% | +18,507+19.3% | 加碼 |
| Fayez Sarofim & Co | 89,470 | $1,191 萬 | 0.04% | −390.0% | 減碼 |
| HM Payson & Co | 113,644 | $1,182 萬 | 0.24% | −336,093−74.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 112,432 | $1,169 萬 | 0.09% | +17,000+17.8% | 加碼 |
| Naples Global Advisors, LLC | 111,569 | $1,166 萬 | 1.28% | +1,213+1.1% | 加碼 |
| Veritas Asset Management LLP | 112,034 | $1,165 萬 | 0.08% | −112,837−50.2% | 減碼 |
| CTC LLC | 110,759 | $1,152 萬 | 0.11% | +107,615+3,422.9% | 加碼 |
| Two Sigma Advisers, LP | 110,700 | $1,151 萬 | 0.03% | −163,200−59.6% | 減碼 |
| Noesis Capital Mangement Corp | 110,399 | $1,148 萬 | 2.71% | −1,235−1.1% | 減碼 |
| Old National Bancorp | 110,067 | $1,145 萬 | 0.30% | +2,640+2.5% | 加碼 |
| Salem Investment Counselors Inc | 108,491 | $1,134 萬 | 0.39% | +4,243+4.1% | 加碼 |
| NS Partners Ltd | 107,900 | $1,122 萬 | 0.55% | −97,899−47.6% | 減碼 |
| Meridian Investment Counsel Inc. | 107,584 | $1,119 萬 | 3.84% | +300+0.3% | 加碼 |
| Factory Mutual Insurance Co | 107,018 | $1,113 萬 | 0.14% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 105,252 | $1,095 萬 | 6.13% | +31,445+42.6% | 加碼 |
| Jefferies Financial Group Inc. | 100,365 | $1,044 萬 | 0.16% | +79,364+377.9% | 加碼 |
| Maple-Brown Abbott Ltd | 99,162 | $1,031 萬 | 1.05% | −27,279−21.6% | 減碼 |
| Pinebridge Investments, L.P. | 99,029 | $1,030 萬 | 0.10% | −6,695−6.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 98,100 | $1,020 萬 | 0.56% | −200−0.2% | 減碼 |
| Atria Investments LLC | 97,461 | $1,014 萬 | 0.16% | −16,030−14.1% | 減碼 |