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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/9/30 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
- 2,193
- 較 2024 年第 2 季 +107 家
- 持有股數
- 8.18 億
- 較 2024 年第 2 季 −463.6 萬 (−0.6%)
- 總市值
- $1,414 億
- 較 2024 年第 2 季 −$10.1 億 (−0.7%)
- 新進機構
- 222
- 另有 912 家加碼
- 清倉機構
- 115
- 另有 769 家減碼
另有 20 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 1,320,298 | $2.29 億 | 0.84% | −1,177,771−47.1% | 減碼 |
| Public Employees Retirement System of Ohio | 1,319,158 | $2.29 億 | 0.98% | +1,319,158 | 新進 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $2.29 億 | 0.42% | +9,446+0.7% | 加碼 |
| Neuberger Berman Group LLC | 1,312,435 | $2.28 億 | 0.18% | −158,979−10.8% | 減碼 |
| 1832 Asset Management L.P. | 1,301,496 | $2.26 億 | 0.38% | −682,334−34.4% | 減碼 |
| Swedbank AB | 1,301,103 | $2.26 億 | 0.29% | −195,771−13.1% | 減碼 |
| State Street Corp | 1,289,232 | $2.25 億 | 0.01% | −126,868−9.0% | 減碼 |
| Balyasny Asset Management LLC | 1,293,006 | $2.25 億 | 0.58% | +1,057,708+449.5% | 加碼 |
| Manning & Napier Advisors LLC | 1,277,388 | $2.22 億 | 2.44% | −35,541−2.7% | 減碼 |
| Deutsche Bank AG | 1,264,398 | $2.20 億 | 0.09% | −309,382−19.7% | 減碼 |
| Loomis Sayles & Co L P | 1,231,973 | $2.14 億 | 0.28% | +10,966+0.9% | 加碼 |
| Man Group plc | 1,215,506 | $2.11 億 | 0.60% | −65,504−5.1% | 減碼 |
| Point72 Asset Management, L.P. | 1,206,895 | $2.10 億 | 0.73% | +588,794+95.3% | 加碼 |
| New York State Common Retirement Fund | 1,161,399 | $2.02 億 | 0.27% | −50,974−4.2% | 減碼 |
| LPL Financial LLC | 1,149,145 | $2.00 億 | 0.09% | +172,918+17.7% | 加碼 |
| Kempen Capital Management N.V. | 1,144,932 | $1.99 億 | 2.03% | +33,584+3.0% | 加碼 |
| Locust Wood Capital Advisers, LLC | 1,128,121 | $1.96 億 | 6.85% | −22,114−1.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,183,125 | $1.95 億 | 0.86% | −27,367−2.3% | 減碼 |
| Two Sigma Investments, LP | 1,119,264 | $1.94 億 | 0.44% | +1,119,264 | 新進 |
| The PNC Financial Services Group, Inc. | 1,113,193 | $1.93 億 | 0.12% | −10,983−1.0% | 減碼 |
| Nordea Investment Management AB | 1,083,498 | $1.88 億 | 0.21% | −249,367−18.7% | 減碼 |
| CIBC World Markets Inc. | 1,071,427 | $1.86 億 | 0.42% | +77,076+7.8% | 加碼 |
| DnB Asset Management AS | 1,070,562 | $1.86 億 | 0.84% | −308,943−22.4% | 減碼 |
| Verition Fund Management LLC | 1,056,480 | $1.83 億 | 1.24% | +941,579+819.5% | 加碼 |
| Keywise Capital Management (HK) Ltd | 1,035,050 | $1.80 億 | 17.93% | −173,900−14.4% | 減碼 |
| Himension Fund | 1,028,704 | $1.79 億 | 13.95% | +256,858+33.3% | 加碼 |
| Credit Agricole S A | 995,023 | $1.73 億 | 0.91% | +40,494+4.2% | 加碼 |
| LGT Capital Partners Ltd. | 979,562 | $1.70 億 | 5.92% | −102,808−9.5% | 減碼 |
| Soroban Capital Partners LP | 961,956 | $1.67 億 | 2.31% | +961,956 | 新進 |
| Bamco Inc | 960,740 | $1.67 億 | 0.44% | +63,090+7.0% | 加碼 |
| First Trust Advisors LP | 952,803 | $1.65 億 | 0.16% | +325,157+51.8% | 加碼 |
| Thornburg Investment Management Inc | 935,916 | $1.63 億 | 2.12% | +4,272+0.5% | 加碼 |
| Westfield Capital Management Co LP | 934,256 | $1.62 億 | 0.73% | −125,772−11.9% | 減碼 |
| Baird Financial Group, Inc. | 933,803 | $1.62 億 | 0.31% | −77,183−7.6% | 減碼 |
| Stifel Financial Corp | 923,845 | $1.60 億 | 0.17% | +61,609+7.1% | 加碼 |
| LGT Group Foundation | 881,202 | $1.55 億 | 2.54% | −531,654−37.6% | 減碼 |
| Morningstar Investment Services LLC | 870,420 | $1.55 億 | 1.58% | −18,847−2.1% | 減碼 |
| Trinity Street Asset Management LLP | 881,505 | $1.53 億 | 15.26% | −27,200−3.0% | 減碼 |
| Capital Fund Management S.A. | 874,901 | $1.52 億 | 1.69% | +824,734+1,644.0% | 加碼 |
| Marsico Capital Management LLC | 873,954 | $1.52 億 | 4.24% | −3530.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 864,011 | $1.50 億 | 0.86% | +60,916+7.6% | 加碼 |
| Renaissance Technologies LLC | 848,420 | $1.47 億 | 0.22% | +813,591+2,336.0% | 加碼 |
| ARGA Investment Management, LP | 832,279 | $1.45 億 | 4.79% | −7,981−0.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 824,000 | $1.43 億 | 0.57% | −75,000−8.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 819,402 | $1.42 億 | 1.36% | −37,866−4.4% | 減碼 |
| Itau Unibanco Holding S.A. | 812,454 | $1.41 億 | 4.65% | +430,418+112.7% | 加碼 |
| HighTower Advisors, LLC | 807,321 | $1.40 億 | 0.20% | −24,834−3.0% | 減碼 |
| Waverton Investment Management Ltd | 789,549 | $1.37 億 | 2.25% | +48,221+6.5% | 加碼 |
| AXA S.A. | 787,510 | $1.37 億 | 0.40% | −350,009−30.8% | 減碼 |
| C WorldWide Group Holding A/S | 778,086 | $1.35 億 | 1.40% | +29,256+3.9% | 加碼 |
| SRS Investment Management, LLC | 768,027 | $1.33 億 | 1.99% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 750,083 | $1.30 億 | 1.96% | +750,083 | 新進 |
| Mondrian Investment Partners LTD | 739,301 | $1.28 億 | 1.94% | −295,395−28.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 656,400 | $1.25 億 | 0.99% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 698,005 | $1.21 億 | 1.20% | −31,100−4.3% | 減碼 |
| TOMS Capital Investment Management LP | 674,400 | $1.17 億 | 9.61% | +273,933+68.4% | 加碼 |
| HSBC Holdings PLC | 604,554 | $1.17 億 | 0.07% | −914,234−60.2% | 減碼 |
| Rathbone Brothers plc | 670,930 | $1.17 億 | 0.59% | +17,433+2.7% | 加碼 |
| Summitry LLC | 664,700 | $1.15 億 | 5.51% | −42,906−6.1% | 減碼 |
| Quilter Plc | 660,793 | $1.15 億 | 2.34% | +81,749+14.1% | 加碼 |
| Munro Partners | 659,371 | $1.15 億 | 4.17% | −330,386−33.4% | 減碼 |
| Holocene Advisors, LP | 647,304 | $1.12 億 | 0.45% | +228,155+54.4% | 加碼 |
| TD Asset Management Inc | 630,374 | $1.12 億 | 0.10% | −92,234−12.8% | 減碼 |
| Bank of Montreal | 630,328 | $1.12 億 | 0.05% | −37,787−5.7% | 減碼 |
| Geode Capital Management, LLC | 642,784 | $1.12 億 | 0.01% | −1,858−0.3% | 減碼 |
| Handelsbanken Fonder AB | 632,000 | $1.10 億 | 0.43% | −133,000−17.4% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 618,000 | $1.07 億 | 0.95% | −103,789−14.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 616,979 | $1.07 億 | 2.09% | +127,871+26.1% | 加碼 |
| Altshuler Shaham Ltd | 615,222 | $1.07 億 | 6.43% | +604,250+5,507.2% | 加碼 |
| Kames Capital plc | 611,233 | $1.06 億 | 1.45% | −194,763−24.2% | 減碼 |
| SG Americas Securities, LLC | 613,021 | $1.06 億 | 0.41% | −57,701−8.6% | 減碼 |
| National Bank of Canada | 613,485 | $1.06 億 | 0.14% | +350,323+133.1% | 加碼 |
| Allianz Asset Management GmbH | 603,599 | $1.05 億 | 0.16% | −50,666−7.7% | 減碼 |
| Capital International Inc | 591,829 | $1.03 億 | 1.30% | −97,655−14.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 590,492 | $1.03 億 | 0.42% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 588,295 | $1.02 億 | 0.62% | +36,296+6.6% | 加碼 |
| Steadfast Capital Management LP | 579,800 | $1.01 億 | 2.34% | +275,000+90.2% | 加碼 |
| Clark Capital Management Group, Inc. | 579,018 | $1.01 億 | 0.69% | +11,670+2.1% | 加碼 |
| Epoch Investment Partners, Inc. | 576,794 | $1.01 億 | 0.45% | −113,777−16.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 576,119 | $1.00 億 | 0.13% | +477,733+485.6% | 加碼 |
| Aviva PLC | 570,288 | $9,904 萬 | 0.26% | −49,628−8.0% | 減碼 |
| LMR Partners LLP | 558,400 | $9,698 萬 | 2.13% | +558,400 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 558,252 | $9,695 萬 | 0.10% | −96,965−14.8% | 減碼 |
| Rockefeller Capital Management L.P. | 555,358 | $9,642 萬 | 0.26% | +1,902+0.3% | 加碼 |
| Thrivent Financial for Lutherans | 540,013 | $9,378 萬 | 0.18% | −212,958−28.3% | 減碼 |
| Scge Management, L.P. | 533,000 | $9,257 萬 | 2.02% | +442,228+487.2% | 加碼 |
| Causeway Capital Management LLC | 528,851 | $9,185 萬 | 2.26% | +23,079+4.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 527,604 | $9,163 萬 | 0.06% | −37,701−6.7% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 519,290 | $9,019 萬 | 1.34% | +519,290 | 新進 |
| Boston Common Asset Management, LLC | 519,198 | $9,017 萬 | 2.35% | −36,649−6.6% | 減碼 |
| Canoe Financial LP | 504,596 | $8,980 萬 | 2.16% | −1,205,141−70.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 493,710 | $8,729 萬 | 2.45% | +23,948+5.1% | 加碼 |
| Cerity Partners LLC | 501,521 | $8,710 萬 | 0.19% | +52,348+11.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 501,516 | $8,710 萬 | 3.92% | −134,308−21.1% | 減碼 |
| Perpetual Ltd | 497,356 | $8,638 萬 | 0.94% | −37,930−7.1% | 減碼 |
| Nomura Holdings Inc | 496,617 | $8,625 萬 | 0.65% | +31,398+6.7% | 加碼 |
| Creative Planning | 495,686 | $8,609 萬 | 0.09% | +37,122+8.1% | 加碼 |
| Analog Century Management LP | 493,428 | $8,569 萬 | 5.83% | +98,363+24.9% | 加碼 |
| Harvard Management Co Inc | 488,790 | $8,489 萬 | 4.88% | −62,200−11.3% | 減碼 |
| Parnassus Investments | 485,155 | $8,426 萬 | 0.18% | +3,211+0.7% | 加碼 |