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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 227,701 | $3,954 萬 | 2.76% | −3,608−1.6% | 減碼 |
| Pictet North America Advisors SA | 223,042 | $3,874 萬 | 3.83% | +3,105+1.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 222,253 | $3,860 萬 | 0.35% | −34,176−13.3% | 減碼 |
| Formuepleje A/S | 221,614 | $3,849 萬 | 1.97% | +36,039+19.4% | 加碼 |
| Cercano Management LLC | 220,931 | $3,837 萬 | 0.92% | +220,931 | 新進 |
| Trajan Wealth LLC | 220,924 | $3,837 萬 | 2.26% | −888−0.4% | 減碼 |
| MAI Capital Management | 216,555 | $3,761 萬 | 0.36% | −43,684−16.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 212,180 | $3,685 萬 | 0.13% | −18,707−8.1% | 減碼 |
| Mariner, LLC | 211,965 | $3,684 萬 | 0.07% | +9,559+4.7% | 加碼 |
| Alberta Investment Management Corp | 212,086 | $3,683 萬 | 0.32% | −32,413−13.3% | 減碼 |
| Abn Amro Investment Solutions | 210,782 | $3,661 萬 | 0.64% | −1,277−0.6% | 減碼 |
| Calamos Advisors LLC | 210,763 | $3,660 萬 | 0.17% | −9,106−4.1% | 減碼 |
| National Philanthropic Trust | 206,792 | $3,591 萬 | 0.65% | +122+0.1% | 加碼 |
| Night Owl Capital Management, LLC | 205,595 | $3,571 萬 | 4.88% | +6,546+3.3% | 加碼 |
| HGK Asset Management Inc | 204,855 | $3,558 萬 | 6.60% | +5,900+3.0% | 加碼 |
| Sanctuary Advisors, LLC | 186,359 | $3,542 萬 | 0.22% | +31,246+20.1% | 加碼 |
| Cresset Asset Management, LLC | 202,789 | $3,534 萬 | 0.14% | −15,943−7.3% | 減碼 |
| Insight Holdings Group, LLC | 203,300 | $3,531 萬 | 1.53% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 202,349 | $3,514 萬 | 0.09% | +202,349 | 新進 |
| Janney Capital Management LLC | 196,461 | $3,412 萬 | 2.30% | −2,528−1.3% | 減碼 |
| M&G Plc | 195,464 | $3,401 萬 | 0.17% | +41,717+27.1% | 加碼 |
| BNP Paribas | 194,128 | $3,371 萬 | 1.40% | −9,667−4.7% | 減碼 |
| Point72 Hong Kong Ltd | 193,653 | $3,363 萬 | 2.42% | +84,475+77.4% | 加碼 |
| Moran Wealth Management, LLC | 192,147 | $3,337 萬 | 1.03% | −6,137−3.1% | 減碼 |
| Deprince Race & Zollo Inc | 191,950 | $3,334 萬 | 0.64% | −28,598−13.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 190,952 | $3,316 萬 | 0.07% | −53,741−22.0% | 減碼 |
| Thomasville National Bank | 189,865 | $3,297 萬 | 2.44% | +634+0.3% | 加碼 |
| State of Michigan Retirement System | 188,900 | $3,281 萬 | 0.16% | 00.0% | 不變 |
| Point72 Italy, S.r.l. | 186,870 | $3,245 萬 | 10.62% | −11,439−5.8% | 減碼 |
| CCLA Investment Management Ltd | 186,854 | $3,237 萬 | 0.50% | 00.0% | 不變 |
| Vanguard Group Inc | 185,394 | $3,220 萬 | 0.00% | −87,485−32.1% | 減碼 |
| Lido Advisors, LLC | 185,050 | $3,214 萬 | 0.24% | +13,353+7.8% | 加碼 |
| Exor Capital LLP | 185,000 | $3,213 萬 | 0.93% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 179,697 | $3,121 萬 | 0.13% | −89,786−33.3% | 減碼 |
| Grimes & Company, Inc. | 178,993 | $3,109 萬 | 0.84% | −4,183−2.3% | 減碼 |
| TCW Group Inc | 176,017 | $3,057 萬 | 0.27% | +837+0.5% | 加碼 |
| Todd Asset Management LLC | 175,993 | $3,056 萬 | 0.71% | −34,566−16.4% | 減碼 |
| Estuary Capital Management LP | 171,900 | $2,985 萬 | 8.01% | +171,900 | 新進 |
| Mawer Investment Management Ltd. | 170,113 | $2,954 萬 | 0.13% | −50,946−23.0% | 減碼 |
| Main Street Research LLC | 168,994 | $2,945 萬 | 1.85% | +2,999+1.8% | 加碼 |
| Ramirez Asset Management, Inc. | 168,766 | $2,931 萬 | 5.62% | +26,965+19.0% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 168,332 | $2,923 萬 | 2.83% | −1,273−0.8% | 減碼 |
| Snowden Capital Advisors LLC | 167,292 | $2,916 萬 | 0.87% | +495+0.3% | 加碼 |
| Walleye Trading LLC | 165,583 | $2,876 萬 | 0.69% | −113,576−40.7% | 減碼 |
| London & Capital Asset Management Ltd | 164,791 | $2,862 萬 | 2.27% | +675+0.4% | 加碼 |
| Two Sigma Advisers, LP | 164,100 | $2,850 萬 | 0.07% | +153,100+1,391.8% | 加碼 |
| Banco BTG Pactual S.A. | 163,966 | $2,848 萬 | 7.41% | +41,230+33.6% | 加碼 |
| Brinker Capital Investments, LLC | 161,481 | $2,804 萬 | 0.28% | −10,219−6.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 161,481 | $2,804 萬 | 0.28% | −10,219−6.0% | 減碼 |
| Schwartz Investment Counsel Inc | 161,250 | $2,800 萬 | 1.00% | +140,000+658.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 160,197 | $2,782 萬 | 0.09% | +67,033+72.0% | 加碼 |
| Matthews International Capital Management LLC | 158,398 | $2,751 萬 | 4.53% | −11,159−6.6% | 減碼 |
| Kornitzer Capital Management Inc | 157,667 | $2,738 萬 | 0.51% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 157,191 | $2,732 萬 | 0.12% | −4,985−3.1% | 減碼 |
| IMC-Chicago, LLC | 156,488 | $2,718 萬 | 0.78% | +156,488 | 新進 |
| Dnca Finance | 154,500 | $2,683 萬 | 2.30% | −6,500−4.0% | 減碼 |
| Alta Park Capital, LP | 154,026 | $2,675 萬 | 3.75% | +897+0.6% | 加碼 |
| Davy Global Fund Management Ltd | 153,063 | $2,658 萬 | 2.77% | +10,075+7.0% | 加碼 |
| Asset Management One Co.,Ltd. | 152,992 | $2,657 萬 | 0.09% | 00.0% | 不變 |
| Mirae Asset Securities (USA) Inc. | 151,155 | $2,625 萬 | 1.52% | +75,221+99.1% | 加碼 |
| ABN AMRO Bank N.V. | 152,167 | $2,620 萬 | 0.36% | +2,864+1.9% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 150,000 | $2,605 萬 | 9.49% | −350,000−70.0% | 減碼 |
| Fundsmith Investment Services Ltd. | 149,989 | $2,605 萬 | 0.32% | 00.0% | 不變 |
| Wolverine Trading, LLC | 145,000 | $2,581 萬 | 0.67% | +20,624+16.6% | 加碼 |
| Factory Mutual Insurance Co | 146,420 | $2,543 萬 | 0.26% | +14,402+10.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 145,251 | $2,523 萬 | 0.30% | +2,595+1.8% | 加碼 |
| John G Ullman & Associates Inc | 144,567 | $2,511 萬 | 3.61% | −4,150−2.8% | 減碼 |
| Atria Investments LLC | 144,347 | $2,507 萬 | 0.31% | +5,420+3.9% | 加碼 |
| BOCHK Asset Management Ltd | 142,113 | $2,468 萬 | 7.35% | +133,833+1,616.3% | 加碼 |
| Ariel Investments, LLC | 141,832 | $2,463 萬 | 0.25% | −9,129−6.0% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 141,700 | $2,461 萬 | 2.24% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 141,436 | $2,456 萬 | 0.16% | +8,056+6.0% | 加碼 |
| Bailard, Inc. | 141,074 | $2,450 萬 | 0.64% | +246+0.2% | 加碼 |
| Paloma Partners Management Co | 140,945 | $2,448 萬 | 1.30% | +140,945 | 新進 |
| Old Mission Capital LLC | 140,530 | $2,441 萬 | 0.54% | +140,530 | 新進 |
| Jump Financial, LLC | 140,518 | $2,440 萬 | 0.50% | +88,718+171.3% | 加碼 |
| AQR Capital Management LLC | 138,675 | $2,408 萬 | 0.03% | +29,551+27.1% | 加碼 |
| Kemnay Advisory Services Inc. | 137,478 | $2,388 萬 | 4.32% | +89,629+187.3% | 加碼 |
| Tredje AP-fonden | 135,063 | $2,346 萬 | 0.21% | −8,580−6.0% | 減碼 |
| Maplelane Capital, LLC | 135,000 | $2,345 萬 | 2.73% | −210,000−60.9% | 減碼 |
| Moore Capital Management, LP | 133,331 | $2,316 萬 | 0.67% | −6,724−4.8% | 減碼 |
| Mercer Global Advisors Inc | 133,012 | $2,289 萬 | 0.05% | +19,355+17.0% | 加碼 |
| GWM Advisors LLC | 131,493 | $2,284 萬 | 0.15% | +21,590+19.6% | 加碼 |
| Tairen Capital Ltd | 119,614 | $2,279 萬 | 0.81% | +119,614 | 新進 |
| ExodusPoint Capital Management, LP | 130,354 | $2,264 萬 | 0.23% | +42,623+48.6% | 加碼 |
| Marcho Partners LLP | 129,706 | $2,253 萬 | 7.89% | +23,065+21.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 129,028 | $2,241 萬 | 0.35% | +2,827+2.2% | 加碼 |
| Raub Brock Capital Management LP | 125,563 | $2,181 萬 | 4.43% | −5,763−4.4% | 減碼 |
| AMS Capital Ltda | 125,289 | $2,176 萬 | 3.79% | +37,467+42.7% | 加碼 |
| Qube Research & Technologies Ltd | 124,843 | $2,168 萬 | 0.04% | +124,843 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 123,807 | $2,150 萬 | 4.04% | +47,618+62.5% | 加碼 |
| Augustine Asset Management Inc | 123,226 | $2,140 萬 | 7.47% | −163−0.1% | 減碼 |
| Nicola Wealth Management Ltd. | 91,000 | $2,137 萬 | 1.70% | 00.0% | 不變 |
| Cabot Wealth Management Inc | 122,671 | $2,130 萬 | 2.66% | −2,718−2.2% | 減碼 |
| Oppenheimer & Co Inc | 122,152 | $2,121 萬 | 0.32% | −7,887−6.1% | 減碼 |
| Stevens Capital Management LP | 121,761 | $2,115 萬 | 3.01% | +38,553+46.3% | 加碼 |
| Zweig-DiMenna Associates LLC | 120,527 | $2,093 萬 | 2.12% | −4,750−3.8% | 減碼 |
| Toroso Investments, LLC | 117,006 | $2,032 萬 | 0.22% | −25,919−18.1% | 減碼 |
| Noesis Capital Mangement Corp | 116,114 | $2,017 萬 | 4.00% | +11,320+10.8% | 加碼 |
| Wetherby Asset Management Inc | 115,998 | $2,015 萬 | 0.92% | −3,823−3.2% | 減碼 |