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
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 |
|---|---|---|---|---|---|
| Parnassus Investments | 480,981 | $6,544 萬 | 0.14% | +750+0.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 479,847 | $6,534 萬 | 2.10% | −4,677−1.0% | 減碼 |
| Tiger Pacific Capital LP | 474,944 | $6,462 萬 | 15.01% | +5,327+1.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 473,101 | $6,437 萬 | 1.03% | −250,350−34.6% | 減碼 |
| Guinness Asset Management LTD | 471,740 | $6,422 萬 | 1.34% | +22,108+4.9% | 加碼 |
| Carrhae Capital LLP | 464,914 | $6,325 萬 | 12.39% | −3,096−0.7% | 減碼 |
| Truist Financial Corp | 461,113 | $6,273 萬 | 0.10% | +12,591+2.8% | 加碼 |
| Brandes Investment Partners, LP | 450,128 | $6,124 萬 | 0.79% | −63,261−12.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 445,495 | $6,061 萬 | 1.16% | −91,325−17.0% | 減碼 |
| Avala Global LP | 438,300 | $5,963 萬 | 4.36% | +438,300 | 新進 |
| Origin Asset Management LLP | 435,381 | $5,923 萬 | 16.31% | −57,300−11.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 432,520 | $5,884 萬 | 0.08% | −637,469−59.6% | 減碼 |
| Creative Planning | 431,539 | $5,871 萬 | 0.07% | +24,782+6.1% | 加碼 |
| Simplex Trading, LLC | 424,287 | $5,772 萬 | 1.68% | +227,661+115.8% | 加碼 |
| Pictet & Cie (Europe) SA | 422,134 | $5,743 萬 | 1.50% | +102,823+32.2% | 加碼 |
| Allianz Asset Management GmbH | 416,068 | $5,661 萬 | 0.10% | −28,821−6.5% | 減碼 |
| Cerity Partners LLC | 415,888 | $5,658 萬 | 0.15% | +50,379+13.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 399,215 | $5,648 萬 | 0.11% | +315+0.1% | 加碼 |
| James Hambro & Partners | 412,442 | $5,610 萬 | 2.63% | −258,695−38.5% | 減碼 |
| Pictet Asset Management Holding SA | 410,569 | $5,588 萬 | 0.06% | −651,858−61.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 398,796 | $5,426 萬 | 0.08% | −12,824−3.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 397,352 | $5,406 萬 | 0.43% | +363,903+1,087.9% | 加碼 |
| Metropolis Capital Ltd | 397,206 | $5,404 萬 | 1.94% | −719,673−64.4% | 減碼 |
| CI Private Wealth, LLC | 395,768 | $5,384 萬 | 0.10% | −5,467−1.4% | 減碼 |
| Johnson Investment Counsel Inc | 385,091 | $5,239 萬 | 0.57% | +40,475+11.7% | 加碼 |
| Cetera Investment Advisers | 383,222 | $5,214 萬 | 0.12% | +292,495+322.4% | 加碼 |
| Maplelane Capital, LLC | 381,000 | $5,184 萬 | 3.50% | +229,000+150.7% | 加碼 |
| Chicago Capital, LLC | 379,034 | $5,157 萬 | 1.57% | −1,408−0.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 375,235 | $5,148 萬 | 0.12% | −61,180−14.0% | 減碼 |
| Alberta Investment Management Corp | 376,503 | $5,122 萬 | 0.52% | −20,332−5.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 373,072 | $5,076 萬 | 0.56% | +28,569+8.3% | 加碼 |
| US Bancorp | 371,978 | $5,061 萬 | 0.07% | −24,531−6.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 371,632 | $5,056 萬 | 0.11% | +66,604+21.8% | 加碼 |
| Thrivent Financial for Lutherans | 371,205 | $5,050 萬 | 0.10% | +355,381+2,245.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 427,860 | $5,012 萬 | 0.36% | −20,277−4.5% | 減碼 |
| MML Investors Services, LLC | 362,268 | $4,929 萬 | 0.20% | +33,597+10.2% | 加碼 |
| Contour Asset Management LLC | 359,959 | $4,897 萬 | 1.91% | +359,959 | 新進 |
| Walleye Capital LLC | 356,407 | $4,849 萬 | 0.53% | +16,717+4.9% | 加碼 |
| Junto Capital Management LP | 356,247 | $4,847 萬 | 1.07% | +356,247 | 新進 |
| Walleye Trading LLC | 350,683 | $4,771 萬 | 0.78% | −10,977−3.0% | 減碼 |
| Flossbach Von Storch AG | 343,890 | $4,679 萬 | 0.20% | +71,465+26.2% | 加碼 |
| Magellan Asset Management Ltd | 342,088 | $4,654 萬 | 0.44% | −44,007−11.4% | 減碼 |
| Nomura Asset Management Co Ltd | 338,775 | $4,609 萬 | 0.17% | +114,532+51.1% | 加碼 |
| Light Street Capital Management, LLC | 334,870 | $4,556 萬 | 11.41% | +103,770+44.9% | 加碼 |
| Wolverine Trading, LLC | 334,794 | $4,555 萬 | 0.46% | +83,149+33.0% | 加碼 |
| Janney Montgomery Scott LLC | 333,581 | $4,538 萬 | 0.13% | +22,710+7.3% | 加碼 |
| Twin Tree Management, LP | 331,622 | $4,512 萬 | 1.02% | +172,646+108.6% | 加碼 |
| Trillium Asset Management, LLC | 331,568 | $4,511 萬 | 1.15% | −20,221−5.7% | 減碼 |
| HughesLittle Investment Management Ltd. | 330,940 | $4,502 萬 | 9.88% | +35,165+11.9% | 加碼 |
| Suvretta Capital Management, LLC | 329,352 | $4,481 萬 | 1.89% | −58,880−15.2% | 減碼 |
| Cullen Capital Management LLC | 327,039 | $4,449 萬 | 0.50% | −55,167−14.4% | 減碼 |
| Advisor Group Holdings, Inc. | 325,864 | $4,436 萬 | 0.10% | −88,455−21.3% | 減碼 |
| Alpine Investment Management Ltd | 325,000 | $4,422 萬 | 14.54% | +50,000+18.2% | 加碼 |
| Governors Lane LP | 324,701 | $4,418 萬 | 7.09% | +50,286+18.3% | 加碼 |
| Scotia Capital Inc. | 317,896 | $4,325 萬 | 0.26% | +19,651+6.6% | 加碼 |
| Phoenix Holdings Ltd. | 315,651 | $4,309 萬 | 0.60% | +22,488+7.7% | 加碼 |
| Standard Life Aberdeen plc | 316,602 | $4,307 萬 | 0.08% | −30,572−8.8% | 減碼 |
| Earnest Partners LLC | 313,453 | $4,265 萬 | 0.20% | −24,752−7.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 313,104 | $4,260 萬 | 0.47% | +64,135+25.8% | 加碼 |
| Analog Century Management LP | 309,826 | $4,215 萬 | 5.88% | +77,402+33.3% | 加碼 |
| Dundas Partners LLP | 301,265 | $4,099 萬 | 3.23% | 00.0% | 不變 |
| Artemis Investment Management LLP | 300,449 | $4,085 萬 | 0.53% | +222,368+284.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 300,173 | $4,084 萬 | 2.41% | +19,171+6.8% | 加碼 |
| Manchester Global Management (UK) Ltd | 297,400 | $4,046 萬 | 7.11% | +79,000+36.2% | 加碼 |
| TT International Asset Management LTD | 294,108 | $4,001 萬 | 3.79% | −347,409−54.2% | 減碼 |
| National Bank of Canada | 268,180 | $3,996 萬 | 0.07% | +52,925+24.6% | 加碼 |
| McDaniel Terry & Co | 290,647 | $3,954 萬 | 3.52% | −2,338−0.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 290,390 | $3,951 萬 | 0.23% | −52,216−15.2% | 減碼 |
| Wedgewood Partners Inc | 253,667 | $3,947 萬 | 7.90% | −4,792−1.9% | 減碼 |
| Westwood Holdings Group Inc. | 289,178 | $3,934 萬 | 0.31% | −1,314−0.5% | 減碼 |
| Orbis Allan Gray Ltd | 285,119 | $3,879 萬 | 0.23% | −2,654,808−90.3% | 減碼 |
| Commonwealth Equity Services, LLC | 279,985 | $3,809 萬 | 0.06% | +28,214+11.2% | 加碼 |
| Modera Wealth Management, LLC | 276,934 | $3,768 萬 | 0.57% | −1,829−0.7% | 減碼 |
| Formuepleje A/S | 269,433 | $3,666 萬 | 2.07% | +480+0.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 266,100 | $3,620 萬 | 0.31% | −52,420−16.5% | 減碼 |
| Assetmark, Inc | 264,209 | $3,595 萬 | 0.12% | −8,318−3.1% | 減碼 |
| Advisors Capital Management, LLC | 262,772 | $3,575 萬 | 0.65% | −28,838−9.9% | 減碼 |
| HGK Asset Management Inc | 260,955 | $3,550 萬 | 6.93% | +30,555+13.3% | 加碼 |
| Calamos Advisors LLC | 260,432 | $3,543 萬 | 0.17% | −20,577−7.3% | 減碼 |
| Mawer Investment Management Ltd. | 260,128 | $3,539 萬 | 0.16% | −11,545−4.2% | 減碼 |
| Abn Amro Investment Solutions | 258,930 | $3,523 萬 | 0.61% | −50,042−16.2% | 減碼 |
| Group One Trading, L.P. | 256,433 | $3,489 萬 | 1.24% | −64,591−20.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 255,343 | $3,474 萬 | 1.18% | +1,353+0.5% | 加碼 |
| MAI Capital Management | 254,275 | $3,459 萬 | 0.36% | +54,025+27.0% | 加碼 |
| Grimes & Company, Inc. | 249,980 | $3,401 萬 | 1.05% | +2,018+0.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 245,547 | $3,341 萬 | 0.56% | +75,362+44.3% | 加碼 |
| Two Sigma Securities, LLC | 245,446 | $3,339 萬 | 1.62% | −147,850−37.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 245,052 | $3,334 萬 | 0.23% | −4,769−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 244,760 | $3,330 萬 | 0.09% | +8,183+3.5% | 加碼 |
| Triodos Investment Management BV | 243,253 | $3,309 萬 | 2.99% | −36,750−13.1% | 減碼 |
| State of Michigan Retirement System | 242,600 | $3,301 萬 | 0.18% | −39,000−13.8% | 減碼 |
| PEAK6 Investments LLC | 241,715 | $3,289 萬 | 1.59% | −15,294−6.0% | 減碼 |
| Deprince Race & Zollo Inc | 241,131 | $3,281 萬 | 0.71% | −9,001−3.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 240,469 | $3,272 萬 | 0.03% | +8,799+3.8% | 加碼 |
| Todd Asset Management LLC | 239,619 | $3,260 萬 | 0.67% | +78,652+48.9% | 加碼 |
| Fayez Sarofim & Co | 239,536 | $3,259 萬 | 0.10% | +150,066+167.7% | 加碼 |
| Hel Ved Capital Management Ltd | 239,051 | $3,252 萬 | 8.07% | −78,837−24.8% | 減碼 |
| Whale Rock Capital Management LLC | 236,418 | $3,216 萬 | 0.48% | +236,418 | 新進 |
| Diamond Hill Capital Management Inc | 236,122 | $3,212 萬 | 0.13% | −27,910−10.6% | 減碼 |
| Fulton Breakefield Broenniman LLC | 231,012 | $3,143 萬 | 2.42% | +42,179+22.3% | 加碼 |