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 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/12/31 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
- 2,468
- 較 2024 年第 3 季 +314 家
- 持有股數
- 8.36 億
- 較 2024 年第 3 季 +2,157 萬 (+2.6%)
- 總市值
- $1,652 億
- 較 2024 年第 3 季 +$244.2 億 (+17.4%)
- 新進機構
- 430
- 另有 938 家加碼
- 清倉機構
- 116
- 另有 821 家減碼
另有 39 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 58,547,257 | $115.6 億 | 0.69% | +2,572,488+4.6% | 加碼 |
| Sanders Capital, LLC | 41,877,457 | $82.7 億 | 12.09% | +231,310+0.6% | 加碼 |
| Capital World Investors | 35,602,400 | $70.3 億 | 1.07% | +294,316+0.8% | 加碼 |
| JPMorgan Chase & Co | 33,854,059 | $66.9 億 | 0.53% | −954,543−2.7% | 減碼 |
| Fisher Asset Management, LLC | 28,351,950 | $56.0 億 | 2.23% | −415,156−1.4% | 減碼 |
| Capital International Investors | 22,210,222 | $43.9 億 | 0.83% | +1,683,256+8.2% | 加碼 |
| Van Eck Associates Corp | 19,392,159 | $38.3 億 | 4.90% | +1,102,166+6.0% | 加碼 |
| Bank of New York Mellon Corp | 19,381,930 | $38.3 億 | 0.71% | −3,214,157−14.2% | 減碼 |
| Morgan Stanley | 18,358,115 | $36.3 億 | 0.25% | +533,334+3.0% | 加碼 |
| Massachusetts Financial Services Co | 17,740,344 | $35.0 億 | 1.11% | −2,489,441−12.3% | 減碼 |
| BlackRock, Inc. | 17,122,844 | $33.8 億 | 0.07% | +1,701,592+11.0% | 加碼 |
| Bank of America Corp | 12,003,162 | $23.7 億 | 0.22% | −1,103,681−8.4% | 減碼 |
| Goldman Sachs Group Inc | 11,056,063 | $21.8 億 | 0.42% | +928,613+9.2% | 加碼 |
| Price T Rowe Associates Inc | 10,365,404 | $20.5 億 | 0.24% | +4,158,772+67.0% | 加碼 |
| Coatue Management LLC大師Coatue | 9,962,102 | $19.7 億 | 6.63% | +596,342+6.4% | 加碼 |
| Fiera Capital Corp | 9,943,064 | $19.6 億 | 6.18% | −1,172,680−10.5% | 減碼 |
| WCM Investment Management, LLC | 9,674,965 | $19.4 億 | 4.56% | −63,216−0.6% | 減碼 |
| UBS Group AG | 8,686,374 | $17.2 億 | 0.38% | +1,561,237+21.9% | 加碼 |
| Franklin Resources Inc | 8,498,063 | $16.8 億 | 0.47% | +2,074,329+32.3% | 加碼 |
| GQG Partners LLC | 7,819,269 | $15.4 億 | 2.29% | +777,090+11.0% | 加碼 |
| William Blair Investment Management, LLC | 7,722,040 | $15.2 億 | 3.72% | −496,086−6.0% | 減碼 |
| Janus Henderson Group PLC | 7,381,233 | $14.6 億 | 0.74% | +895,379+13.8% | 加碼 |
| Royal Bank of Canada | 7,029,016 | $13.9 億 | 0.30% | −2,027,550−22.4% | 減碼 |
| Jennison Associates LLC | 6,949,520 | $13.7 億 | 0.83% | +2,931,209+72.9% | 加碼 |
| Alliancebernstein L.P. | 6,742,256 | $13.3 億 | 0.45% | +1,276,793+23.4% | 加碼 |
| Schroder Investment Management Group | 6,558,114 | $13.1 億 | 1.26% | −812,852−11.0% | 減碼 |
| Northern Trust Corp | 6,244,965 | $12.3 億 | 0.17% | +1,944,328+45.2% | 加碼 |
| Alkeon Capital Management LLC | 6,150,994 | $12.1 億 | 7.04% | −50,000−0.8% | 減碼 |
| Harding Loevner LP | 6,080,961 | $12.0 億 | 8.11% | −1,371,678−18.4% | 減碼 |
| First Eagle Investment Management, LLC | 5,639,152 | $11.1 億 | 2.49% | −213,486−3.6% | 減碼 |
| Artisan Partners Limited Partnership | 5,604,153 | $11.1 億 | 1.70% | −191,592−3.3% | 減碼 |
| Jane Street Group, LLC | 5,375,110 | $10.6 億 | 1.70% | +1,937,716+56.4% | 加碼 |
| Eagle Capital Management LLC | 5,190,900 | $10.3 億 | 3.74% | −5,250−0.1% | 減碼 |
| Barclays PLC | 4,966,581 | $9.81 億 | 0.48% | +223,274+4.7% | 加碼 |
| American Century Companies Inc | 4,945,236 | $9.77 億 | 0.56% | +248,279+5.3% | 加碼 |
| Russell Investments Group, Ltd. | 4,765,528 | $9.42 億 | 1.30% | +155,570+3.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,744,052 | $9.37 億 | 0.75% | −3,036,192−39.0% | 減碼 |
| Brown Advisory Inc | 4,721,051 | $9.32 億 | 1.18% | −365,874−7.2% | 減碼 |
| StonePine Asset Management Inc. | 4,641,798 | $9.17 億 | 8.59% | −301,438−6.1% | 減碼 |
| Sands Capital Management, LLC | 4,400,922 | $8.69 億 | 2.57% | −282,600−6.0% | 減碼 |
| Ameriprise Financial Inc | 4,317,267 | $8.51 億 | 0.22% | +12,928+0.3% | 加碼 |
| Lazard Asset Management LLC | 4,264,512 | $8.42 億 | 1.23% | −26,999−0.6% | 減碼 |
| Wellington Management Group LLP | 4,220,763 | $8.34 億 | 0.15% | −201,286−4.6% | 減碼 |
| Invesco Ltd. | 4,178,381 | $8.25 億 | 0.15% | +1,148,889+37.9% | 加碼 |
| Clearbridge Investments, LLC | 4,138,103 | $8.17 億 | 0.66% | −619,743−13.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,089,619 | $8.08 億 | 2.61% | +4,089,619 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,901,238 | $7.86 億 | 1.26% | −181,527−4.4% | 減碼 |
| Nuveen Asset Management, LLC | 3,943,461 | $7.79 億 | 0.22% | +410,249+11.6% | 加碼 |
| Envestnet Asset Management Inc | 3,779,426 | $7.46 億 | 0.24% | −87,977−2.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 3,760,444 | $7.43 億 | 5.52% | −452,417−10.7% | 減碼 |
| Wells Fargo & Company | 3,732,003 | $7.37 億 | 0.18% | +76,137+2.1% | 加碼 |
| Dimensional Fund Advisors LP | 3,650,831 | $7.21 億 | 0.17% | −404,446−10.0% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,634,980 | $7.18 億 | 2.71% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 3,108,347 | $6.14 億 | 5.07% | +37,080+1.2% | 加碼 |
| Macquarie Group Ltd | 3,094,297 | $6.11 億 | 0.74% | −30,250−1.0% | 減碼 |
| FIL Ltd | 3,045,571 | $6.01 億 | 0.56% | −449,542−12.9% | 減碼 |
| Cantillon Capital Management LLC | 3,011,664 | $5.95 億 | 3.59% | +15,977+0.5% | 加碼 |
| SEI Investments Co | 2,930,356 | $5.79 億 | 0.74% | −40,882−1.4% | 減碼 |
| Ninety One UK Ltd | 2,679,425 | $5.29 億 | 1.42% | −25,651−0.9% | 減碼 |
| Windacre Partnership LLC | 2,536,200 | $5.01 億 | 7.35% | −385,800−13.2% | 減碼 |
| Royal London Asset Management Ltd | 2,534,357 | $5.01 億 | 1.22% | −153,660−5.7% | 減碼 |
| Point72 Asset Management, L.P. | 2,494,930 | $4.93 億 | 1.35% | +1,288,035+106.7% | 加碼 |
| Natixis Advisors, L.P. | 2,471,686 | $4.88 億 | 0.91% | +431,432+21.1% | 加碼 |
| HSBC Holdings PLC | 2,396,655 | $4.87 億 | 0.30% | +1,792,101+296.4% | 加碼 |
| Axiom Investors LLC | 2,409,125 | $4.76 億 | 3.51% | +301,735+14.3% | 加碼 |
| Voya Investment Management LLC | 2,342,671 | $4.63 億 | 0.48% | +658,859+39.1% | 加碼 |
| Raymond James Financial Inc | 2,316,407 | $4.57 億 | 0.17% | +2,316,407 | 新進 |
| BlueSpruce Investments, LP | 2,297,472 | $4.54 億 | 9.22% | −189,982−7.6% | 減碼 |
| Balyasny Asset Management LLC | 2,201,773 | $4.35 億 | 1.01% | +908,767+70.3% | 加碼 |
| Comgest Global Investors S.A.S. | 2,171,822 | $4.29 億 | 7.03% | +19,815+0.9% | 加碼 |
| Vontobel Holding Ltd. | 2,161,194 | $4.27 億 | 1.46% | −331,031−13.3% | 減碼 |
| Saturna Capital CORP | 2,132,879 | $4.21 億 | 5.71% | −1440.0% | 減碼 |
| Consolidated Press International Holdings Ltd | 2,026,277 | $4.00 億 | 60.32% | 00.0% | 不變 |
| Fayez Sarofim & Co | 1,941,820 | $3.90 億 | 0.95% | +115,524+6.3% | 加碼 |
| Baillie Gifford & Co | 1,945,432 | $3.84 億 | 0.30% | −184,373−8.7% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,933,881 | $3.82 億 | 6.48% | −970,808−33.4% | 減碼 |
| Martin Currie Ltd | 1,923,365 | $3.80 億 | 13.97% | −52,563−2.7% | 減碼 |
| Citigroup Inc | 1,883,474 | $3.72 億 | 0.36% | +203,446+12.1% | 加碼 |
| Millennium Management LLC | 1,875,340 | $3.70 億 | 0.32% | −99,744−5.1% | 減碼 |
| 1832 Asset Management L.P. | 1,856,864 | $3.67 億 | 0.66% | +555,368+42.7% | 加碼 |
| Lord, Abbett & Co. LLC | 1,838,287 | $3.63 億 | 1.15% | −249,488−11.9% | 減碼 |
| Third Point LLC大師第三點資本 | 1,780,000 | $3.52 億 | 4.72% | 00.0% | 不變 |
| Alphinity Investment Management Pty Ltd | 1,768,397 | $3.49 億 | 1.90% | +1,768,397 | 新進 |
| Capital Research Global Investors | 1,735,432 | $3.43 億 | 0.07% | +17,288+1.0% | 加碼 |
| Mirova US LLC | 1,699,845 | $3.36 億 | 4.03% | −344,100−16.8% | 減碼 |
| Amundi | 1,614,089 | $3.34 億 | 0.12% | +23,813+1.5% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,662,077 | $3.28 億 | 23.85% | −124,703−7.0% | 減碼 |
| Renaissance Technologies LLC | 1,629,242 | $3.22 億 | 0.48% | +780,822+92.0% | 加碼 |
| Verition Fund Management LLC | 1,601,179 | $3.16 億 | 1.60% | +544,699+51.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,599,980 | $3.16 億 | 0.24% | −483,206−23.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,589,887 | $3.14 億 | 0.07% | −309,201−16.3% | 減碼 |
| Great West Life Assurance Co | 1,588,237 | $3.13 億 | 0.54% | −92,246−5.5% | 減碼 |
| Canoe Financial LP | 1,579,074 | $3.12 億 | 5.08% | +1,074,478+212.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,572,575 | $3.11 億 | 0.27% | +33,200+2.2% | 加碼 |
| Magellan Asset Management Ltd | 1,552,393 | $3.07 億 | 3.37% | +1,103,272+245.7% | 加碼 |
| Swedbank AB | 1,550,643 | $3.06 億 | 0.38% | +249,540+19.2% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,496,731 | $2.96 億 | 1.85% | −135,200−8.3% | 減碼 |
| Principal Financial Group Inc | 1,496,413 | $2.96 億 | 0.16% | −141,782−8.7% | 減碼 |
| Rafferty Asset Management, LLC | 1,421,775 | $2.81 億 | 0.99% | −450,122−24.0% | 減碼 |
| AustralianSuper Pty Ltd | 1,412,700 | $2.79 億 | 1.32% | −429,987−23.3% | 減碼 |