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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 107,018 | $1,456 萬 | 0.17% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 106,624 | $1,451 萬 | 4.82% | −960−0.9% | 減碼 |
| Tairen Capital Ltd | 106,601 | $1,450 萬 | 0.89% | +106,601 | 新進 |
| Warther Private Wealth, LLC | 105,398 | $1,434 萬 | 6.40% | +146+0.1% | 加碼 |
| Unisphere Establishment | 105,000 | $1,429 萬 | 0.14% | +105,000 | 新進 |
| Salem Investment Counselors Inc | 104,298 | $1,425 萬 | 0.47% | −4,193−3.9% | 減碼 |
| Noesis Capital Mangement Corp | 104,506 | $1,422 萬 | 3.16% | −5,893−5.3% | 減碼 |
| Coulter & Justus Financial Services, LLC | 104,506 | $1,422 萬 | 3.16% | +104,506 | 新進 |
| Silvercrest Asset Management Group LLC | 104,362 | $1,420 萬 | 0.10% | −22,195−17.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 103,627 | $1,410 萬 | 0.58% | −12,059−10.4% | 減碼 |
| Henry James International Management, Inc. | 101,187 | $1,400 萬 | 4.32% | +15,375+17.9% | 加碼 |
| QRG Capital Management, Inc. | 101,285 | $1,378 萬 | 0.17% | +8,180+8.8% | 加碼 |
| Ardmore Road Asset Management LP | 100,000 | $1,361 萬 | 2.40% | +100,000 | 新進 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 98,100 | $1,335 萬 | 0.29% | +98,100 | 新進 |
| Squarepoint Ops LLC | 97,993 | $1,333 萬 | 0.06% | −816,319−89.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 97,772 | $1,330 萬 | 0.10% | −14,660−13.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 97,375 | $1,325 萬 | 3.49% | +1,594+1.7% | 加碼 |
| Rheos Capital Works Inc. | 97,000 | $1,320 萬 | 0.63% | −135,600−58.3% | 減碼 |
| Oak Family Advisors, LLC | 96,760 | $1,316 萬 | 5.06% | +9,775+11.2% | 加碼 |
| Exchange Traded Concepts, LLC | 96,259 | $1,310 萬 | 0.34% | −39,421−29.1% | 減碼 |
| JB Capital LLC | 95,961 | $1,306 萬 | 0.87% | −951−1.0% | 減碼 |
| Mackenzie Financial Corp | 95,730 | $1,302 萬 | 0.02% | +4,171+4.6% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 94,782 | $1,290 萬 | 1.13% | +94,782 | 新進 |
| Princeton Global Asset Management LLC | 94,541 | $1,286 萬 | 3.06% | −1,344−1.4% | 減碼 |
| BWCP, LP | 94,260 | $1,282 萬 | 3.28% | +94,260 | 新進 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 93,700 | $1,275 萬 | 1.04% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 92,700 | $1,261 萬 | 0.64% | −5,400−5.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 92,623 | $1,260 萬 | 0.47% | +77,790+524.4% | 加碼 |
| Everett Harris & Co | 92,542 | $1,259 萬 | 0.17% | +2,200+2.4% | 加碼 |
| Acadian Asset Management LLC | 91,405 | $1,243 萬 | 0.04% | +6,991+8.3% | 加碼 |
| Scge Management, L.P. | 90,772 | $1,235 萬 | 0.23% | 00.0% | 不變 |
| HM Payson & Co | 90,048 | $1,225 萬 | 0.23% | −23,596−20.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 89,340 | $1,215 萬 | 0.25% | +2,992+3.5% | 加碼 |
| Pinnbrook Capital Management LP | 88,488 | $1,204 萬 | 2.08% | +88,488 | 新進 |
| Hanson & Doremus Investment Management | 87,948 | $1,197 萬 | 2.06% | +2,168+2.5% | 加碼 |
| Davenport & Co LLC | 87,368 | $1,189 萬 | 0.07% | −8,715−9.1% | 減碼 |
| Dodge & Cox | 86,500 | $1,177 萬 | 0.01% | +25,000+40.7% | 加碼 |
| Redwood Investments, LLC | 135,392 | $1,172 萬 | 3.43% | −3,522−2.5% | 減碼 |
| Pinebridge Investments, L.P. | 85,942 | $1,169 萬 | 0.09% | −13,087−13.2% | 減碼 |
| Banco BTG Pactual S.A. | 85,676 | $1,166 萬 | 3.63% | +82,826+2,906.2% | 加碼 |
| GTS Securities LLC | 85,241 | $1,160 萬 | 0.31% | +52,096+157.2% | 加碼 |
| Naviter Wealth, LLC | 84,646 | $1,156 萬 | 1.89% | +25,563+43.3% | 加碼 |
| Tocqueville Asset Management L.P. | 84,714 | $1,153 萬 | 0.19% | −717−0.8% | 減碼 |
| Nishkama Capital, LLC | 83,842 | $1,141 萬 | 1.30% | +83,842 | 新進 |
| NZS Capital, LLC | 83,132 | $1,131 萬 | 0.47% | +83,132 | 新進 |
| IMC-Chicago, LLC | 82,655 | $1,125 萬 | 0.39% | +82,655 | 新進 |
| NS Partners Ltd | 81,950 | $1,115 萬 | 0.51% | −25,950−24.1% | 減碼 |
| Easterly Investment Partners LLC | 81,622 | $1,110 萬 | 0.85% | −40,964−33.4% | 減碼 |
| Cookson Peirce & Co Inc | 80,808 | $1,099 萬 | 0.59% | +71,748+791.9% | 加碼 |
| M. Kulyk & Associates, LLC | 80,637 | $1,097 萬 | 2.54% | −15,271−15.9% | 減碼 |
| Kingdon Capital Management, L.L.C. | 80,000 | $1,088 萬 | 1.44% | +80,000 | 新進 |
| Hillman Capital Management, Inc. | 79,991 | $1,088 萬 | 3.50% | −1,024−1.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 79,732 | $1,085 萬 | 0.12% | +79,732 | 新進 |
| Stonegate Investment Group, LLC | 79,064 | $1,076 萬 | 0.34% | +79,064 | 新進 |
| Fifth Third Bancorp | 78,931 | $1,074 萬 | 0.04% | +12,798+19.4% | 加碼 |
| GWM Advisors LLC | 78,168 | $1,063 萬 | 0.09% | +5,957+8.2% | 加碼 |
| CIBC Asset Management Inc | 77,847 | $1,059 萬 | 0.04% | +17,113+28.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 77,180 | $1,050 萬 | 0.20% | 00.0% | 不變 |
| Mirabaud Asset Management Ltd | 76,553 | $1,042 萬 | 4.21% | −1,718−2.2% | 減碼 |
| Pzena Investment Management LLC | 76,068 | $1,035 萬 | 0.04% | −480,731−86.3% | 減碼 |
| Telemark Asset Management, LLC | 75,000 | $1,020 萬 | 1.05% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 74,209 | $1,010 萬 | 0.97% | −20,073−21.3% | 減碼 |
| Caption Management, LLC | 74,000 | $1,007 萬 | 1.11% | +41,000+124.2% | 加碼 |
| Capital International Sarl | 72,261 | $983.1 萬 | 0.33% | +19,838+37.8% | 加碼 |
| Banque Cantonale Vaudoise | 72,095 | $980.9 萬 | 0.38% | −18,809−20.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 71,519 | $976.2 萬 | 1.24% | +28,664+66.9% | 加碼 |
| AI-Squared Management Ltd | 71,400 | $971.4 萬 | 8.94% | +71,400 | 新進 |
| New Age Alpha Advisors, LLC | 71,100 | $967.3 萬 | 5.83% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 70,532 | $959.6 萬 | 0.33% | −3,718−5.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 70,517 | $959.2 萬 | 0.86% | +47,927+212.2% | 加碼 |
| Balentine LLC | 70,167 | $954.6 萬 | 0.28% | +5,164+7.9% | 加碼 |
| Renaissance Group LLC | 70,096 | $953.7 萬 | 0.36% | −286−0.4% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 69,701 | $952.5 萬 | 0.60% | +39,352+129.7% | 加碼 |
| Tenzing Global Management, LLC | 70,000 | $952.4 萬 | 9.23% | +70,000 | 新進 |
| L & S Advisors Inc | 69,587 | $946.7 萬 | 1.07% | +42,787+159.7% | 加碼 |
| Amica Mutual Insurance Co | 69,506 | $945.6 萬 | 0.96% | 00.0% | 不變 |
| National Philanthropic Trust | 69,299 | $942.8 萬 | 0.21% | −3,696−5.1% | 減碼 |
| Avantax Advisory Services, Inc. | 68,985 | $938.5 萬 | 0.08% | +8,710+14.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 68,905 | $937.5 萬 | 0.13% | +10,762+18.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 68,728 | $935.0 萬 | 0.04% | +6,683+10.8% | 加碼 |
| Concentric Capital Strategies, LP | 68,551 | $932.6 萬 | 0.60% | +68,551 | 新進 |
| Channing Global Advisors, LLC | 68,484 | $931.7 萬 | 7.91% | +44+0.1% | 加碼 |
| Ethic Inc. | 67,976 | $924.8 萬 | 0.23% | −1,022−1.5% | 減碼 |
| Advisory Research Inc | 66,757 | $908.2 萬 | 1.81% | +3,323+5.2% | 加碼 |
| Stephens Inc | 65,998 | $897.9 萬 | 0.14% | +13,519+25.8% | 加碼 |
| Coalescence Partners Investment Management, LP | 65,945 | $897.2 萬 | 7.31% | −25,053−27.5% | 減碼 |
| Altrafin AG | 65,775 | $894.9 萬 | 3.24% | −420−0.6% | 減碼 |
| Qtron Investments LLC | 65,726 | $894.2 萬 | 1.27% | −2,667−3.9% | 減碼 |
| Ritholtz Wealth Management | 65,584 | $892.3 萬 | 0.31% | +8,291+14.5% | 加碼 |
| Atom Investors LP | 65,045 | $884.9 萬 | 1.11% | +39,904+158.7% | 加碼 |
| Roundview Capital LLC | 64,681 | $880.0 萬 | 0.72% | +6,235+10.7% | 加碼 |
| Aperture Investors, LLC | 64,609 | $879.0 萬 | 1.13% | −14,021−17.8% | 減碼 |
| Groupama Asset Managment | 64,192 | $873.3 萬 | 0.16% | −46,966−42.3% | 減碼 |
| Blair William & Co | 64,105 | $872.1 萬 | 0.03% | +3,262+5.4% | 加碼 |
| First Long Island Investors, LLC | 63,768 | $867.6 萬 | 0.72% | +63,768 | 新進 |
| Victory Capital Management Inc | 63,580 | $865.0 萬 | 0.01% | −16,911−21.0% | 減碼 |
| Veritas Asset Management LLP | 63,281 | $860.9 萬 | 0.06% | −48,753−43.5% | 減碼 |
| Advisory Services Network, LLC | 62,700 | $853.0 萬 | 0.19% | +10,780+20.8% | 加碼 |
| Bremer Bank National Association | 62,639 | $852.2 萬 | 1.58% | +4,594+7.9% | 加碼 |
| Jag Capital Management, LLC | 62,149 | $845.5 萬 | 1.20% | +62,149 | 新進 |