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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 97,148 | $1,010 萬 | 0.03% | +27,073+38.6% | 加碼 |
| JB Capital LLC | 96,912 | $1,008 萬 | 0.74% | +13,332+16.0% | 加碼 |
| SG Americas Securities, LLC | 96,632 | $1,005 萬 | 0.11% | −108,826−53.0% | 減碼 |
| Davenport & Co LLC | 96,083 | $999.3 萬 | 0.07% | −1,431−1.5% | 減碼 |
| M. Kulyk & Associates, LLC | 95,908 | $997.4 萬 | 2.32% | +2,095+2.2% | 加碼 |
| Princeton Global Asset Management LLC | 95,885 | $997.2 萬 | 2.51% | +2,659+2.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 95,781 | $996.1 萬 | 2.90% | −3,908−3.9% | 減碼 |
| Tudor Investment Corp Et Al | 95,270 | $990.8 萬 | 0.14% | +78,321+462.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 94,282 | $980.5 萬 | 0.79% | +5,233+5.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 93,618 | $974.7 萬 | 0.12% | −8,988−8.8% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $974.0 萬 | 0.66% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 93,105 | $968.3 萬 | 0.14% | +26,275+39.3% | 加碼 |
| Mackenzie Financial Corp | 91,559 | $952.2 萬 | 0.01% | +5,732+6.7% | 加碼 |
| Coalescence Partners Investment Management, LP | 90,998 | $946.4 萬 | 8.50% | +90,998 | 新進 |
| Banque Cantonale Vaudoise | 90,904 | $945.4 萬 | 0.41% | −1,931−2.1% | 減碼 |
| Scge Management, L.P. | 90,772 | $944.0 萬 | 0.21% | 00.0% | 不變 |
| Cetera Investment Advisers | 90,727 | $943.6 萬 | 0.08% | +8,791+10.7% | 加碼 |
| Everett Harris & Co | 90,342 | $939.6 萬 | 0.13% | +250.0% | 加碼 |
| Night Owl Capital Management, LLC | 107,182 | $931.4 萬 | 2.33% | 00.0% | 不變 |
| Putnam Investments LLC | 88,360 | $918.9 萬 | 0.01% | +395+0.4% | 加碼 |
| Oak Family Advisors, LLC | 86,985 | $904.6 萬 | 3.81% | +6,965+8.7% | 加碼 |
| Mercer Global Advisors Inc | 86,801 | $902.7 萬 | 0.03% | +9,771+12.7% | 加碼 |
| Insight Holdings Group, LLC | 86,700 | $901.7 萬 | 0.22% | +79,400+1,087.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 86,348 | $898.0 萬 | 0.20% | −6,917−7.4% | 減碼 |
| Henry James International Management, Inc. | 85,812 | $892.4 萬 | 3.35% | +900+1.1% | 加碼 |
| Hanson & Doremus Investment Management | 85,780 | $892.1 萬 | 1.68% | +4,165+5.1% | 加碼 |
| Tredje AP-fonden | 85,643 | $890.7 萬 | 0.11% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 85,431 | $888.5 萬 | 0.16% | +43,964+106.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 85,085 | $884.9 萬 | 2.24% | −3,453−3.9% | 減碼 |
| Acadian Asset Management LLC | 84,414 | $877.5 萬 | 0.03% | +20,579+32.2% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 84,300 | $876.7 萬 | 0.31% | +84,300 | 新進 |
| Teachers Retirement System of the State of Kentucky | 82,990 | $863.1 萬 | 0.08% | −2,400−2.8% | 減碼 |
| Hillman Capital Management, Inc. | 81,015 | $842.6 萬 | 2.91% | −15,007−15.6% | 減碼 |
| Victory Capital Management Inc | 80,491 | $837.1 萬 | 0.01% | −2,847−3.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 80,000 | $832.0 萬 | 0.16% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 79,856 | $830.5 萬 | 0.23% | −291,599−78.5% | 減碼 |
| Kapitalo Investimentos Ltda | 79,355 | $825.3 萬 | 1.70% | −5,000−5.9% | 減碼 |
| Aperture Investors, LLC | 78,630 | $817.8 萬 | 1.44% | −577−0.7% | 減碼 |
| Kestra Advisory Services, LLC | 78,527 | $816.7 萬 | 0.07% | +9,531+13.8% | 加碼 |
| Mirabaud Asset Management Ltd | 78,271 | $814.0 萬 | 3.49% | +78,271 | 新進 |
| Artemis Investment Management LLP | 78,081 | $812.1 萬 | 0.12% | +74,060+1,841.8% | 加碼 |
| Cutler Group LP | 77,360 | $804.5 萬 | 1.12% | +37,377+93.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 77,180 | $802.7 萬 | 0.15% | −1,312−1.7% | 減碼 |
| HRT Financial LP | 76,760 | $798.3 萬 | 0.06% | +51,079+198.9% | 加碼 |
| GWM Advisors LLC | 72,211 | $781.7 萬 | 0.07% | +9,402+15.0% | 加碼 |
| Taika Capital, LP | 75,090 | $780.9 萬 | 4.53% | +2,700+3.7% | 加碼 |
| Telemark Asset Management, LLC | 75,000 | $780.0 萬 | 1.16% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 74,250 | $772.2 萬 | 0.27% | −5,859−7.3% | 減碼 |
| Biglari Capital Corp. | 73,272 | $762.0 萬 | 1.12% | 00.0% | 不變 |
| National Philanthropic Trust | 72,995 | $759.1 萬 | 0.20% | +72,995 | 新進 |
| Himension Fund | 71,920 | $748.0 萬 | 0.68% | +60,820+547.9% | 加碼 |
| Crestline Management, LP | 71,900 | $747.8 萬 | 0.69% | −2,129−2.9% | 減碼 |
| New Age Alpha Advisors, LLC | 71,100 | $739.4 萬 | 5.63% | +71,100 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 70,991 | $738.3 萬 | 0.28% | +18,236+34.6% | 加碼 |
| FACT Capital, LP | 70,432 | $732.5 萬 | 2.93% | +70,432 | 新進 |
| Renaissance Group LLC | 70,382 | $732.1 萬 | 0.30% | −924−1.3% | 減碼 |
| Amica Mutual Insurance Co | 69,506 | $722.9 萬 | 0.78% | 00.0% | 不變 |
| Ethic Inc. | 68,998 | $717.6 萬 | 0.21% | +1,621+2.4% | 加碼 |
| Channing Global Advisors, LLC | 68,440 | $711.8 萬 | 5.55% | +2,058+3.1% | 加碼 |
| Qtron Investments LLC | 68,393 | $711.3 萬 | 1.17% | −1,340−1.9% | 減碼 |
| Artal Group S.A. | 67,999 | $707.2 萬 | 0.24% | −34,700−33.8% | 減碼 |
| Bank of Nova Scotia | 67,472 | $701.0 萬 | 0.01% | −15,643−18.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 67,372 | $700.9 萬 | 0.09% | +27,335+68.3% | 加碼 |
| Sirios Capital Management L P | 66,570 | $692.3 萬 | 1.41% | +47,117+242.2% | 加碼 |
| Altrafin AG | 66,195 | $688.4 萬 | 2.65% | −40−0.1% | 減碼 |
| Fifth Third Bancorp | 66,133 | $687.8 萬 | 0.03% | −2,914−4.2% | 減碼 |
| Veriti Management LLC | 65,953 | $685.9 萬 | 0.61% | +4,127+6.7% | 加碼 |
| Guardcap Asset Management Ltd | 65,933 | $685.7 萬 | 0.09% | +6,133+10.3% | 加碼 |
| Litman Gregory Asset Management LLC | 65,068 | $676.7 萬 | 0.64% | −7,036−9.8% | 減碼 |
| Balentine LLC | 65,003 | $676.0 萬 | 0.22% | +16,942+35.3% | 加碼 |
| Hirtle Callaghan & Co LLC | 64,408 | $669.8 萬 | 0.31% | −931−1.4% | 減碼 |
| Armistice Capital, LLC | 64,000 | $665.6 萬 | 0.18% | −24,000−27.3% | 減碼 |
| Advisory Research Inc | 63,434 | $659.7 萬 | 1.02% | −2,804−4.2% | 減碼 |
| Deltec Asset Management LLC | 62,967 | $654.9 萬 | 1.47% | −6,850−9.8% | 減碼 |
| Glovista Investments LLC | 62,920 | $654.4 萬 | 3.04% | +6,149+10.8% | 加碼 |
| Hyperion Capital Advisors LP | 62,645 | $651.5 萬 | 3.52% | −4,650−6.9% | 減碼 |
| DSM Capital Partners LLC | 62,636 | $651.4 萬 | 0.10% | +520+0.8% | 加碼 |
| Contravisory Investment Management, Inc. | 62,507 | $650.1 萬 | 1.59% | +1,057+1.7% | 加碼 |
| First Personal Financial Services | 62,362 | $648.6 萬 | 1.58% | −682−1.1% | 減碼 |
| Texas Yale Capital Corp. | 62,167 | $646.5 萬 | 0.31% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 62,045 | $645.3 萬 | 0.03% | +7,119+13.0% | 加碼 |
| Vident Advisory, LLC | 61,746 | $642.2 萬 | 0.16% | +11,198+22.2% | 加碼 |
| Guinness Atkinson Asset Management Inc | 61,590 | $640.5 萬 | 3.28% | −1,931−3.0% | 減碼 |
| Academy Capital Management Inc | 61,539 | $640.0 萬 | 1.30% | −857−1.4% | 減碼 |
| Dodge & Cox | 61,500 | $639.6 萬 | 0.00% | +61,500 | 新進 |
| Kempner Capital Management Inc. | 61,325 | $637.8 萬 | 3.57% | −180.0% | 減碼 |
| ClariVest Asset Management LLC | 60,873 | $633.1 萬 | 0.35% | −1,389−2.2% | 減碼 |
| Blair William & Co | 60,843 | $632.8 萬 | 0.02% | +882+1.5% | 加碼 |
| CIBC Asset Management Inc | 60,734 | $631.6 萬 | 0.02% | +5,293+9.5% | 加碼 |
| Signaturefd, LLC | 60,726 | $631.5 萬 | 0.15% | +2,664+4.6% | 加碼 |
| Avantax Advisory Services, Inc. | 60,275 | $626.9 萬 | 0.06% | +6,531+12.2% | 加碼 |
| American Assets Investment Management, LLC | 60,000 | $624.0 萬 | 0.64% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 59,679 | $623.0 萬 | 1.24% | 00.0% | 不變 |
| Profund Advisors LLC | 59,561 | $619.4 萬 | 0.27% | −7,877−11.7% | 減碼 |
| Naviter Wealth, LLC | 59,083 | $617.2 萬 | 1.24% | +12,819+27.7% | 加碼 |
| Firetrail Investments Pty Ltd | 52,392 | $612.8 萬 | 4.52% | +52,392 | 新進 |
| Boothbay Fund Management, LLC | 58,712 | $610.6 萬 | 0.23% | +11,875+25.4% | 加碼 |
| Flputnam Investment Management Co | 58,490 | $608.3 萬 | 0.14% | +222+0.4% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 58,481 | $608.2 萬 | 0.41% | +33,455+133.7% | 加碼 |
| Roundview Capital LLC | 58,446 | $607.8 萬 | 0.56% | +750+1.3% | 加碼 |