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 100 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
2024 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/3/31 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
- 1,914
- 較 2023 年第 4 季 +253 家
- 持有股數
- 8.44 億
- 較 2023 年第 4 季 −1,452 萬 (−1.7%)
- 總市值
- $1,149 億
- 較 2023 年第 4 季 +$253.8 億 (+28.3%)
- 新進機構
- 352
- 另有 688 家加碼
- 清倉機構
- 99
- 另有 646 家減碼
另有 21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 46,586,245 | $63.4 億 | 0.43% | +6,929,294+17.5% | 加碼 |
| Sanders Capital, LLC | 42,942,017 | $58.4 億 | 9.75% | −1,585,310−3.6% | 減碼 |
| Capital World Investors | 42,061,083 | $57.2 億 | 0.95% | +704,804+1.7% | 加碼 |
| JPMorgan Chase & Co | 40,870,809 | $55.6 億 | 0.49% | −419,228−1.0% | 減碼 |
| Massachusetts Financial Services Co | 29,143,200 | $39.6 億 | 1.19% | +699,605+2.5% | 加碼 |
| Fisher Asset Management, LLC | 29,008,073 | $39.5 億 | 1.84% | −2,052,296−6.6% | 減碼 |
| Bank of New York Mellon Corp | 24,265,225 | $33.0 億 | 0.63% | −841,363−3.4% | 減碼 |
| Capital International Investors | 19,695,714 | $26.8 億 | 0.54% | +5,643,949+40.2% | 加碼 |
| Van Eck Associates Corp | 17,416,194 | $23.7 億 | 3.58% | +6,060,511+53.4% | 加碼 |
| BlackRock Inc. | 15,001,131 | $20.4 億 | 0.05% | −188,541−1.2% | 減碼 |
| Morgan Stanley | 14,915,479 | $20.3 億 | 0.16% | −5,917,134−28.4% | 減碼 |
| Fiera Capital Corp | 12,930,879 | $17.6 億 | 5.13% | −490,227−3.7% | 減碼 |
| Royal Bank of Canada | 11,946,736 | $16.3 億 | 0.40% | −4,156,666−25.8% | 減碼 |
| Bank of America Corp | 11,789,317 | $16.0 億 | 0.16% | +3,009,588+34.3% | 加碼 |
| Coatue Management LLC大師Coatue | 10,340,018 | $14.1 億 | 5.52% | +10,027,552+3,209.2% | 加碼 |
| Alkeon Capital Management LLC | 10,284,499 | $14.0 億 | 7.70% | +4,406,570+75.0% | 加碼 |
| Goldman Sachs Group Inc | 9,759,585 | $13.3 億 | 0.28% | +1,135,960+13.2% | 加碼 |
| William Blair Investment Management, LLC | 9,505,486 | $12.9 億 | 3.34% | −1,723,715−15.4% | 減碼 |
| First Eagle Investment Management, LLC | 9,059,112 | $12.3 億 | 2.80% | −5,974−0.1% | 減碼 |
| GQG Partners LLC | 8,538,277 | $11.6 億 | 1.87% | +1,710,673+25.1% | 加碼 |
| Schroder Investment Management Group | 8,167,322 | $11.1 億 | 1.31% | −1,386,266−14.5% | 減碼 |
| Price T Rowe Associates Inc | 7,873,873 | $10.7 億 | 0.13% | +296,892+3.9% | 加碼 |
| Harding Loevner LP | 6,957,581 | $9.47 億 | 5.84% | −4,659,134−40.1% | 減碼 |
| Baillie Gifford & Co | 6,361,881 | $8.66 億 | 0.67% | −440,533−6.5% | 減碼 |
| Eagle Capital Management LLC | 6,228,707 | $8.47 億 | 3.28% | +468,487+8.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 6,172,524 | $8.40 億 | 6.63% | −775,400−11.2% | 減碼 |
| UBS Group AG | 6,164,873 | $8.39 億 | 0.28% | +314,885+5.4% | 加碼 |
| Barclays PLC | 6,112,494 | $8.32 億 | 0.38% | +449,491+7.9% | 加碼 |
| Brown Advisory Inc | 5,844,523 | $7.95 億 | 1.06% | −6510.0% | 減碼 |
| Vanguard Group Inc | 5,815,160 | $7.91 億 | 0.02% | −5,029,600−46.4% | 減碼 |
| Wellington Management Group LLP | 5,707,584 | $7.77 億 | 0.14% | −6,307,063−52.5% | 減碼 |
| Artisan Partners Limited Partnership | 5,660,510 | $7.70 億 | 1.12% | +2,086,840+58.4% | 加碼 |
| Russell Investments Group, Ltd. | 5,539,523 | $7.54 億 | 1.19% | −353,219−6.0% | 減碼 |
| Franklin Resources Inc | 5,452,197 | $7.42 億 | 0.23% | −209,968−3.7% | 減碼 |
| Sands Capital Management, LLC | 5,217,894 | $7.10 億 | 1.99% | −373,664−6.7% | 減碼 |
| Lazard Asset Management LLC | 4,736,495 | $6.44 億 | 0.78% | −492,222−9.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,472,319 | $6.08 億 | 0.95% | −814,281−15.4% | 減碼 |
| American Century Companies Inc | 4,391,847 | $5.98 億 | 0.38% | +374,125+9.3% | 加碼 |
| Dimensional Fund Advisors LP | 4,226,459 | $5.75 億 | 0.16% | −279,460−6.2% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 3,716,650 | $5.06 億 | 7.85% | −353,629−8.7% | 減碼 |
| Jennison Associates LLC | 3,714,266 | $5.05 億 | 0.34% | +276,974+8.1% | 加碼 |
| Driehaus Capital Management LLC | 3,613,873 | $4.92 億 | 4.90% | +40,399+1.1% | 加碼 |
| StonePine Asset Management Inc. | 3,598,183 | $4.90 億 | 7.79% | −1,606,175−30.9% | 減碼 |
| Northern Trust Corp | 3,563,315 | $4.85 億 | 0.08% | −58,741−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 3,542,965 | $4.82 億 | 0.14% | +490,699+16.1% | 加碼 |
| Man Group plc | 3,545,321 | $4.82 億 | 1.30% | −1,868,914−34.5% | 減碼 |
| Ameriprise Financial Inc | 3,522,781 | $4.79 億 | 0.13% | −1,581,069−31.0% | 減碼 |
| Bank of Montreal | 3,243,201 | $4.78 億 | 0.25% | +2,016,675+164.4% | 加碼 |
| Susquehanna International Group, LLP | 3,501,181 | $4.76 億 | 0.71% | +817,457+30.5% | 加碼 |
| Sarasin & Partners LLP | 3,457,078 | $4.70 億 | 4.63% | −208,385−5.7% | 減碼 |
| Royal London Asset Management Ltd | 3,422,659 | $4.66 億 | 1.16% | −245,330−6.7% | 減碼 |
| Wells Fargo & Company | 3,345,462 | $4.55 億 | 0.12% | +53,944+1.6% | 加碼 |
| Cantillon Capital Management LLC | 3,242,314 | $4.41 億 | 2.77% | −65,656−2.0% | 減碼 |
| FIL Ltd | 3,181,689 | $4.33 億 | 0.43% | −1,066,729−25.1% | 減碼 |
| Ninety One UK Ltd | 3,130,485 | $4.26 億 | 1.20% | −409,352−11.6% | 減碼 |
| Janus Henderson Group PLC | 3,076,052 | $4.18 億 | 0.23% | −10,705−0.3% | 減碼 |
| Citigroup Inc | 3,062,942 | $4.17 億 | 0.45% | +955,796+45.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,044,990 | $4.14 億 | 2.26% | 00.0% | 不變 |
| Ci Investments Inc. | 3,029,721 | $4.12 億 | 1.64% | −290,107−8.7% | 減碼 |
| SEI Investments Co | 3,014,974 | $4.10 億 | 0.60% | +179,904+6.3% | 加碼 |
| Voya Investment Management LLC | 2,953,392 | $4.02 億 | 0.39% | −904,035−23.4% | 減碼 |
| Axiom Investors LLC | 2,925,980 | $3.98 億 | 3.58% | −1,369,857−31.9% | 減碼 |
| Macquarie Group Ltd | 2,925,889 | $3.98 億 | 0.45% | +2,433,173+493.8% | 加碼 |
| Envestnet Asset Management Inc | 2,922,208 | $3.98 億 | 0.15% | +493,800+20.3% | 加碼 |
| Windacre Partnership LLC | 2,854,000 | $3.88 億 | 5.34% | −1,161,000−28.9% | 減碼 |
| Martin Currie Ltd | 2,802,325 | $3.81 億 | 11.73% | −819,171−22.6% | 減碼 |
| Select Equity Group, L.P. | 2,636,022 | $3.59 億 | 1.29% | −5480.0% | 減碼 |
| Vontobel Asset Management Inc | 2,397,222 | $3.56 億 | 1.97% | −28,722−1.2% | 減碼 |
| AustralianSuper Pty Ltd | 2,459,114 | $3.48 億 | 2.04% | −101,304−4.0% | 減碼 |
| Rafferty Asset Management, LLC | 2,368,382 | $3.22 億 | 1.20% | +470,536+24.8% | 加碼 |
| Mirova US LLC | 2,340,292 | $3.18 億 | 4.28% | −47,681−2.0% | 減碼 |
| Principal Financial Group Inc | 2,293,911 | $3.12 億 | 0.18% | +341,880+17.5% | 加碼 |
| Lansdowne Partners (UK) LLP | 2,278,964 | $3.10 億 | 20.06% | +203,386+9.8% | 加碼 |
| Balyasny Asset Management LLC | 2,266,396 | $3.08 億 | 0.79% | +1,143,348+101.8% | 加碼 |
| Nordea Investment Management AB | 2,179,810 | $2.98 億 | 0.35% | −177,377−7.5% | 減碼 |
| Saturna Capital CORP | 2,126,439 | $2.89 億 | 3.99% | +1,704+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,108,590 | $2.87 億 | 0.27% | +47,532+2.3% | 加碼 |
| Comgest Global Investors S.A.S. | 2,103,019 | $2.86 億 | 3.98% | −178,277−7.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,066,973 | $2.81 億 | 0.32% | −184,453−8.2% | 減碼 |
| Amundi | 2,103,706 | $2.78 億 | 0.12% | −478,681−18.5% | 減碼 |
| Invesco Ltd. | 1,998,591 | $2.72 億 | 0.06% | −481,764−19.4% | 減碼 |
| New York State Common Retirement Fund | 1,992,681 | $2.71 億 | 0.36% | −495,113−19.9% | 減碼 |
| Lord, Abbett & Co. LLC | 1,959,436 | $2.67 億 | 0.86% | +441,155+29.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,951,621 | $2.66 億 | 0.71% | −190,221−8.9% | 減碼 |
| Millennium Management LLC | 1,938,852 | $2.64 億 | 0.22% | +83,353+4.5% | 加碼 |
| Manning & Napier Group, LLC | 1,883,134 | $2.56 億 | 2.92% | −1,608−0.1% | 減碼 |
| Fred Alger Management, LLC | 1,882,986 | $2.56 億 | 1.27% | +347,360+22.6% | 加碼 |
| Northcape Capital Pty Ltd | 1,857,160 | $2.53 億 | 29.03% | −609,076−24.7% | 減碼 |
| Natixis Advisors, L.P. | 1,852,055 | $2.52 億 | 0.58% | +49,847+2.8% | 加碼 |
| Intermede Investment Partners Ltd | 1,817,278 | $2.47 億 | 5.04% | −325,988−15.2% | 減碼 |
| Deutsche Bank AG | 1,809,278 | $2.46 億 | 0.11% | −35,639−1.9% | 減碼 |
| Great West Life Assurance Co | 1,794,424 | $2.45 億 | 0.49% | −107,408−5.6% | 減碼 |
| Mondrian Investment Partners LTD | 1,785,730 | $2.43 億 | 3.34% | +189,456+11.9% | 加碼 |
| Canoe Financial LP | 1,709,737 | $2.33 億 | 3.83% | +1,709,737 | 新進 |
| DnB Asset Management AS | 1,610,412 | $2.19 億 | 1.14% | +518,850+47.5% | 加碼 |
| State Street Corp | 1,555,471 | $2.13 億 | 0.01% | −694,369−30.9% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,552,616 | $2.11 億 | 6.55% | +1,468,316+1,741.8% | 加碼 |
| ARGA Investment Management, LP | 1,541,924 | $2.10 億 | 7.03% | −1,083,166−41.3% | 減碼 |
| Legal & General Group Plc | 1,529,664 | $2.08 億 | 0.06% | +17,033+1.1% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,524,555 | $2.07 億 | 1.56% | −768,612−33.5% | 減碼 |