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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/6/30 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
- 2,106
- 較 2024 年第 1 季 +217 家
- 持有股數
- 8.39 億
- 較 2024 年第 1 季 +106.5 萬 (+0.1%)
- 總市值
- $1,451 億
- 較 2024 年第 1 季 +$311.3 億 (+27.3%)
- 新進機構
- 304
- 另有 871 家加碼
- 清倉機構
- 87
- 另有 689 家減碼
另有 25 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 52,190,967 | $90.7 億 | 0.58% | +5,604,722+12.0% | 加碼 |
| JPMorgan Chase & Co | 41,757,802 | $72.6 億 | 0.63% | +886,993+2.2% | 加碼 |
| Sanders Capital, LLC | 41,713,257 | $72.5 億 | 11.11% | −1,228,760−2.9% | 減碼 |
| Capital World Investors | 40,049,431 | $69.6 億 | 1.13% | −2,011,652−4.8% | 減碼 |
| Fisher Asset Management, LLC | 28,407,252 | $49.4 億 | 2.15% | −600,821−2.1% | 減碼 |
| Massachusetts Financial Services Co | 24,775,385 | $43.1 億 | 1.32% | −4,367,815−15.0% | 減碼 |
| Bank of New York Mellon Corp | 23,573,889 | $41.0 億 | 0.78% | −691,336−2.8% | 減碼 |
| Capital International Investors | 20,525,127 | $35.6 億 | 0.73% | +829,413+4.2% | 加碼 |
| Van Eck Associates Corp | 18,167,165 | $31.6 億 | 4.49% | +750,971+4.3% | 加碼 |
| Morgan Stanley | 16,329,111 | $28.4 億 | 0.22% | +1,413,632+9.5% | 加碼 |
| BlackRock Inc. | 15,055,901 | $26.2 億 | 0.06% | +54,770+0.4% | 加碼 |
| Bank of America Corp | 12,359,536 | $21.5 億 | 0.21% | +570,219+4.8% | 加碼 |
| Fiera Capital Corp | 12,181,312 | $21.2 億 | 6.56% | −749,567−5.8% | 減碼 |
| Coatue Management LLC大師Coatue | 11,393,702 | $19.8 億 | 7.71% | +1,053,684+10.2% | 加碼 |
| Royal Bank of Canada | 11,058,833 | $19.2 億 | 0.46% | −887,903−7.4% | 減碼 |
| GQG Partners LLC | 9,585,361 | $16.7 億 | 2.53% | +1,047,084+12.3% | 加碼 |
| Goldman Sachs Group Inc | 9,133,918 | $15.9 億 | 0.31% | −625,667−6.4% | 減碼 |
| William Blair Investment Management, LLC | 8,893,346 | $15.5 億 | 4.05% | −612,140−6.4% | 減碼 |
| WCM Investment Management, LLC | 8,531,822 | $14.6 億 | 3.46% | +8,514,539+49,265.4% | 加碼 |
| Alkeon Capital Management LLC | 8,414,499 | $14.6 億 | 7.49% | −1,870,000−18.2% | 減碼 |
| Harding Loevner LP | 7,935,154 | $13.8 億 | 7.61% | +977,573+14.1% | 加碼 |
| Price T Rowe Associates Inc | 7,837,930 | $13.6 億 | 0.16% | −35,943−0.5% | 減碼 |
| Schroder Investment Management Group | 7,591,792 | $13.2 億 | 1.46% | −575,530−7.0% | 減碼 |
| UBS Group AG | 7,431,781 | $12.9 億 | 0.40% | +1,266,908+20.6% | 加碼 |
| First Eagle Investment Management, LLC | 6,278,852 | $10.9 億 | 2.47% | −2,780,260−30.7% | 減碼 |
| Eagle Capital Management LLC | 6,116,750 | $10.6 億 | 3.94% | −111,957−1.8% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 6,002,198 | $10.4 億 | 8.46% | −170,326−2.8% | 減碼 |
| Franklin Resources Inc | 5,673,219 | $9.86 億 | 0.30% | +221,022+4.1% | 加碼 |
| Brown Advisory Inc | 5,596,846 | $9.73 億 | 1.27% | −247,677−4.2% | 減碼 |
| Artisan Partners Limited Partnership | 5,587,300 | $9.71 億 | 1.48% | −73,210−1.3% | 減碼 |
| Barclays PLC | 5,520,107 | $9.59 億 | 0.44% | −592,387−9.7% | 減碼 |
| Janus Henderson Group PLC | 5,410,429 | $9.40 億 | 0.50% | +2,334,377+75.9% | 加碼 |
| Wellington Management Group LLP | 5,259,608 | $9.14 億 | 0.16% | −447,976−7.8% | 減碼 |
| Baillie Gifford & Co | 5,247,704 | $9.12 億 | 0.71% | −1,114,177−17.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 5,111,329 | $8.88 億 | 0.78% | +3,738,903+272.4% | 加碼 |
| StonePine Asset Management Inc. | 4,874,916 | $8.47 億 | 8.99% | +1,276,733+35.5% | 加碼 |
| Russell Investments Group, Ltd. | 4,849,133 | $8.42 億 | 1.36% | −690,390−12.5% | 減碼 |
| Sands Capital Management, LLC | 4,779,253 | $8.31 億 | 2.44% | −438,641−8.4% | 減碼 |
| American Century Companies Inc | 4,519,925 | $7.86 億 | 0.48% | +128,078+2.9% | 加碼 |
| Lazard Asset Management LLC | 4,340,261 | $7.54 億 | 0.95% | −396,234−8.4% | 減碼 |
| Northern Trust Corp | 4,188,325 | $7.28 億 | 0.12% | +625,010+17.5% | 加碼 |
| Nuveen Asset Management, LLC | 4,028,616 | $7.01 億 | 0.20% | +485,651+13.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,002,664 | $6.96 億 | 1.13% | −469,655−10.5% | 減碼 |
| Dimensional Fund Advisors LP | 3,949,077 | $6.86 億 | 0.18% | −277,382−6.6% | 減碼 |
| Clearbridge Investments, LLC | 3,721,489 | $6.47 億 | 0.53% | +3,237,998+669.7% | 加碼 |
| Jennison Associates LLC | 3,713,745 | $6.45 億 | 0.41% | −5210.0% | 減碼 |
| Ameriprise Financial Inc | 3,647,985 | $6.35 億 | 0.17% | +125,204+3.6% | 加碼 |
| Envestnet Asset Management Inc | 3,649,288 | $6.34 億 | 0.22% | +727,080+24.9% | 加碼 |
| Wells Fargo & Company | 3,342,819 | $5.81 億 | 0.15% | −2,643−0.1% | 減碼 |
| Driehaus Capital Management LLC | 3,288,518 | $5.72 億 | 5.53% | −325,355−9.0% | 減碼 |
| FIL Ltd | 3,285,224 | $5.71 億 | 0.56% | +103,535+3.3% | 加碼 |
| Voya Investment Management LLC | 3,254,503 | $5.66 億 | 0.56% | +301,111+10.2% | 加碼 |
| Sarasin & Partners LLP | 3,147,556 | $5.47 億 | 4.85% | −309,522−9.0% | 減碼 |
| Windacre Partnership LLC | 3,134,000 | $5.45 億 | 7.16% | +280,000+9.8% | 加碼 |
| Cantillon Capital Management LLC | 3,085,093 | $5.36 億 | 3.59% | −157,221−4.8% | 減碼 |
| Ninety One UK Ltd | 3,078,614 | $5.35 億 | 1.48% | −51,871−1.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,070,890 | $5.34 億 | 2.47% | +25,900+0.9% | 加碼 |
| SEI Investments Co | 3,045,388 | $5.29 億 | 0.75% | +30,414+1.0% | 加碼 |
| Royal London Asset Management Ltd | 3,026,267 | $5.26 億 | 1.34% | −396,392−11.6% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 3,023,723 | $5.26 億 | 8.19% | −692,927−18.6% | 減碼 |
| Macquarie Group Ltd | 3,003,808 | $5.22 億 | 0.60% | +77,919+2.7% | 加碼 |
| Vontobel Holding Ltd. | 2,948,621 | $5.12 億 | 1.66% | +1,648,645+126.8% | 加碼 |
| Ci Investments Inc. | 2,788,768 | $4.85 億 | 1.91% | −240,953−8.0% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,717,559 | $4.72 億 | 12.45% | +1,164,943+75.0% | 加碼 |
| Jane Street Group, LLC | 2,714,937 | $4.72 億 | 0.51% | +1,589,743+141.3% | 加碼 |
| Select Equity Group, L.P. | 2,498,069 | $4.34 億 | 1.72% | −137,953−5.2% | 減碼 |
| Millennium Management LLC | 2,387,868 | $4.15 億 | 0.34% | +449,016+23.2% | 加碼 |
| Lord, Abbett & Co. LLC | 2,380,153 | $4.14 億 | 1.35% | +420,717+21.5% | 加碼 |
| Mirova US LLC | 2,354,043 | $4.09 億 | 5.09% | +13,751+0.6% | 加碼 |
| Axiom Investors LLC | 2,230,761 | $3.88 億 | 3.38% | −695,219−23.8% | 減碼 |
| BlueSpruce Investments, LP | 2,198,590 | $3.82 億 | 7.02% | +2,198,590 | 新進 |
| Lansdowne Partners (UK) LLP | 2,182,205 | $3.79 億 | 29.70% | −96,759−4.2% | 減碼 |
| Saturna Capital CORP | 2,130,406 | $3.70 億 | 4.91% | +3,967+0.2% | 加碼 |
| Martin Currie Ltd | 2,115,147 | $3.68 億 | 13.18% | −687,178−24.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,086,408 | $3.63 億 | 0.94% | +134,787+6.9% | 加碼 |
| Principal Financial Group Inc | 2,081,251 | $3.62 億 | 0.21% | −212,660−9.3% | 減碼 |
| Natixis Advisors, L.P. | 2,070,457 | $3.60 億 | 0.78% | +218,402+11.8% | 加碼 |
| Comgest Global Investors S.A.S. | 2,055,340 | $3.57 億 | 4.91% | −47,679−2.3% | 減碼 |
| Third Point LLC大師第三點資本 | 2,025,000 | $3.52 億 | 4.03% | +850,000+72.3% | 加碼 |
| 1832 Asset Management L.P. | 1,983,830 | $3.45 億 | 0.62% | +1,834,298+1,226.7% | 加碼 |
| Susquehanna International Group, LLP | 1,982,570 | $3.45 億 | 0.60% | −1,518,611−43.4% | 減碼 |
| Invesco Ltd. | 1,965,884 | $3.42 億 | 0.07% | −32,707−1.6% | 減碼 |
| Citadel Advisors LLC | 1,964,501 | $3.41 億 | 0.34% | +633,897+47.6% | 加碼 |
| Alliancebernstein L.P. | 1,953,341 | $3.40 億 | 0.12% | +788,491+67.7% | 加碼 |
| Fred Alger Management, LLC | 1,905,729 | $3.31 億 | 1.61% | +22,743+1.2% | 加碼 |
| Amundi | 1,800,200 | $3.29 億 | 0.13% | −303,506−14.4% | 減碼 |
| Rafferty Asset Management, LLC | 1,853,774 | $3.22 億 | 1.20% | −514,608−21.7% | 減碼 |
| AustralianSuper Pty Ltd | 1,842,687 | $3.20 億 | 1.85% | −616,427−25.1% | 減碼 |
| Great West Life Assurance Co | 1,832,594 | $3.19 億 | 0.60% | +38,170+2.1% | 加碼 |
| Capital Research Global Investors | 1,722,469 | $2.99 億 | 0.07% | +208,153+13.7% | 加碼 |
| Fayez Sarofim & Co | 1,657,634 | $2.88 億 | 0.78% | +1,418,098+592.0% | 加碼 |
| Citigroup Inc | 1,646,955 | $2.86 億 | 0.27% | −1,415,987−46.2% | 減碼 |
| Raymond James & Associates | 1,604,043 | $2.79 億 | 0.18% | +183,215+12.9% | 加碼 |
| HSBC Holdings PLC | 1,518,788 | $2.76 億 | 0.18% | +477,132+45.8% | 加碼 |
| Intermede Investment Partners Ltd | 1,587,535 | $2.76 億 | 5.83% | −229,743−12.6% | 減碼 |
| Deutsche Bank AG | 1,573,780 | $2.74 億 | 0.12% | −235,498−13.0% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,535,739 | $2.67 億 | 1.81% | +11,184+0.7% | 加碼 |
| Swedbank AB | 1,496,874 | $2.60 億 | 0.35% | +61,452+4.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,492,109 | $2.59 億 | 0.24% | −616,481−29.2% | 減碼 |
| Neuberger Berman Group LLC | 1,471,414 | $2.55 億 | 0.21% | +541,377+58.2% | 加碼 |