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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,398,829 | $2.76 億 | 0.07% | −23,865−1.7% | 減碼 |
| Voyager Global Management LP | 1,375,000 | $2.72 億 | 10.84% | −100,000−6.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $2.67 億 | 0.49% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 1,350,244 | $2.67 億 | 0.21% | +37,809+2.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,334,175 | $2.63 億 | 0.65% | −309,931−18.9% | 減碼 |
| LPL Financial LLC | 1,296,738 | $2.57 億 | 0.10% | +147,593+12.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,350,576 | $2.53 億 | 1.03% | +167,451+14.2% | 加碼 |
| State Street Corp | 1,273,744 | $2.52 億 | 0.01% | −15,488−1.2% | 減碼 |
| AMF Pensionsforsakring AB | 1,260,968 | $2.49 億 | 1.77% | −272,239−17.8% | 減碼 |
| Intermede Investment Partners Ltd | 1,255,214 | $2.48 億 | 6.61% | −300,478−19.3% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,244,950 | $2.46 億 | 7.77% | −477,364−27.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,239,457 | $2.45 億 | 4.41% | +622,478+100.9% | 加碼 |
| Citadel Advisors LLC | 1,221,975 | $2.41 億 | 0.22% | −606,970−33.2% | 減碼 |
| Select Equity Group, L.P. | 1,208,011 | $2.39 億 | 0.97% | −112,287−8.5% | 減碼 |
| Loomis Sayles & Co L P | 1,189,049 | $2.35 億 | 0.30% | −42,924−3.5% | 減碼 |
| Deutsche Bank AG | 1,181,312 | $2.33 億 | 0.09% | −83,086−6.6% | 減碼 |
| New York State Common Retirement Fund | 1,161,875 | $2.29 億 | 0.31% | +4760.0% | 加碼 |
| National Bank of Canada | 1,157,839 | $2.29 億 | 0.30% | +544,354+88.7% | 加碼 |
| CIBC World Markets Inc. | 1,139,274 | $2.25 億 | 0.52% | +67,847+6.3% | 加碼 |
| Himension Fund | 1,113,593 | $2.20 億 | 15.24% | +84,889+8.3% | 加碼 |
| Kempen Capital Management N.V. | 1,113,087 | $2.20 億 | 2.19% | −31,845−2.8% | 減碼 |
| Man Group plc | 1,102,561 | $2.18 億 | 0.66% | −112,945−9.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 1,070,687 | $2.11 億 | 1.96% | +1,070,687 | 新進 |
| Manning & Napier Advisors LLC | 1,062,460 | $2.10 億 | 2.40% | −214,928−16.8% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,037,480 | $2.05 億 | 16.96% | +2,430+0.2% | 加碼 |
| Allianz Asset Management GmbH | 1,021,469 | $2.02 億 | 0.29% | +417,870+69.2% | 加碼 |
| Hudson Bay Capital Management LP | 1,019,312 | $2.01 億 | 1.22% | −861,547−45.8% | 減碼 |
| Ci Investments Inc. | 1,012,856 | $2.00 億 | 0.75% | −571,121−36.1% | 減碼 |
| Nordea Investment Management AB | 986,064 | $1.96 億 | 0.21% | −97,434−9.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 988,607 | $1.95 億 | 0.13% | −124,586−11.2% | 減碼 |
| Qube Research & Technologies Ltd | 986,493 | $1.95 億 | 0.32% | +861,650+690.2% | 加碼 |
| Locust Wood Capital Advisers, LLC | 979,365 | $1.93 億 | 7.15% | −148,756−13.2% | 減碼 |
| Credit Agricole S A | 967,122 | $1.91 億 | 0.65% | −27,901−2.8% | 減碼 |
| Soroban Capital Partners LP | 961,956 | $1.90 億 | 2.54% | 00.0% | 不變 |
| First Trust Advisors LP | 950,140 | $1.88 億 | 0.17% | −2,663−0.3% | 減碼 |
| Trinity Street Asset Management LLP | 947,805 | $1.87 億 | 18.37% | +66,300+7.5% | 加碼 |
| DnB Asset Management AS | 932,289 | $1.84 億 | 0.80% | −138,273−12.9% | 減碼 |
| Stifel Financial Corp | 916,228 | $1.81 億 | 0.19% | −7,617−0.8% | 減碼 |
| Tredje AP-fonden | 899,206 | $1.78 億 | 1.59% | +764,143+565.8% | 加碼 |
| LGT Group Foundation | 896,921 | $1.77 億 | 2.74% | +15,719+1.8% | 加碼 |
| AXA S.A. | 895,161 | $1.77 億 | 0.54% | +107,651+13.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 875,756 | $1.73 億 | 2.49% | +400,000+84.1% | 加碼 |
| Bamco Inc | 877,053 | $1.73 億 | 0.45% | −83,687−8.7% | 減碼 |
| Waverton Investment Management Ltd | 873,964 | $1.73 億 | 2.75% | +84,415+10.7% | 加碼 |
| Bank of Montreal | 871,742 | $1.72 億 | 0.09% | +241,414+38.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 868,112 | $1.71 億 | 0.99% | +4,101+0.5% | 加碼 |
| Baird Financial Group, Inc. | 867,833 | $1.71 億 | 0.33% | −65,970−7.1% | 減碼 |
| Marsico Capital Management LLC | 865,658 | $1.71 億 | 4.65% | −8,296−0.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 858,345 | $1.70 億 | 0.32% | +536,551+166.7% | 加碼 |
| Thornburg Investment Management Inc | 848,689 | $1.68 億 | 2.21% | −87,227−9.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 826,604 | $1.63 億 | 1.50% | +7,202+0.9% | 加碼 |
| Westfield Capital Management Co LP | 803,686 | $1.59 億 | 0.69% | −130,570−14.0% | 減碼 |
| HighTower Advisors, LLC | 799,902 | $1.58 億 | 0.22% | −7,419−0.9% | 減碼 |
| National Philanthropic Trust | 791,601 | $1.56 億 | 2.25% | +584,809+282.8% | 加碼 |
| Holocene Advisors, LP | 778,551 | $1.54 億 | 0.50% | +131,247+20.3% | 加碼 |
| ARGA Investment Management, LP | 777,994 | $1.54 億 | 5.02% | −54,285−6.5% | 減碼 |
| C WorldWide Group Holding A/S | 768,442 | $1.52 億 | 1.85% | −9,644−1.2% | 減碼 |
| SRS Investment Management, LLC | 768,027 | $1.52 億 | 2.16% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 754,800 | $1.49 億 | 0.59% | −69,200−8.4% | 減碼 |
| Handelsbanken Fonder AB | 743,000 | $1.47 億 | 0.56% | +111,000+17.6% | 加碼 |
| PEAK6 LLC | 729,310 | $1.44 億 | 5.65% | +729,310 | 新進 |
| Skye Global Management LP | 712,000 | $1.41 億 | 2.93% | +712,000 | 新進 |
| La Banque Postale Asset Management SA | 711,960 | $1.41 億 | 1.90% | −38,123−5.1% | 減碼 |
| LGT Capital Partners Ltd. | 700,130 | $1.38 億 | 5.26% | −279,432−28.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 697,460 | $1.38 億 | 0.15% | +139,208+24.9% | 加碼 |
| Summit Partners Public Asset Management, LLC | 687,778 | $1.36 億 | 4.55% | +186,262+37.1% | 加碼 |
| Rathbone Brothers plc | 666,582 | $1.32 億 | 0.64% | −4,348−0.6% | 減碼 |
| Blue Whale Capital LLP | 640,961 | $1.27 億 | 9.40% | +213,478+49.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 639,235 | $1.26 億 | 0.14% | +63,116+11.0% | 加碼 |
| Summitry LLC | 635,479 | $1.26 億 | 6.15% | −29,221−4.4% | 減碼 |
| Banque Pictet & Cie SA | 635,156 | $1.25 億 | 1.22% | −62,849−9.0% | 減碼 |
| Geode Capital Management, LLC | 628,489 | $1.24 億 | 0.01% | −14,295−2.2% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 625,902 | $1.24 億 | 3.97% | +625,902 | 新進 |
| Southpoint Capital Advisors LP | 625,000 | $1.23 億 | 2.90% | +625,000 | 新進 |
| Clal Insurance Enterprises Holdings Ltd | 618,000 | $1.22 億 | 1.10% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 604,726 | $1.19 億 | 0.31% | +49,368+8.9% | 加碼 |
| Steadfast Capital Management LP | 595,100 | $1.18 億 | 2.49% | +15,300+2.6% | 加碼 |
| Quilter Plc | 593,334 | $1.17 億 | 2.31% | −67,459−10.2% | 減碼 |
| Kames Capital plc | 592,484 | $1.17 億 | 1.54% | −18,749−3.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 592,060 | $1.17 億 | 0.70% | +3,765+0.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 586,258 | $1.16 億 | 4.04% | +559,094+2,058.2% | 加碼 |
| Nomura Holdings Inc | 585,883 | $1.16 億 | 0.61% | +89,266+18.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 541,741 | $1.15 億 | 0.35% | +512,082+1,726.6% | 加碼 |
| Clark Capital Management Group, Inc. | 580,926 | $1.15 億 | 0.80% | +1,908+0.3% | 加碼 |
| TD Asset Management Inc | 578,967 | $1.14 億 | 0.10% | −51,407−8.2% | 減碼 |
| Aviva PLC | 563,818 | $1.11 億 | 0.29% | −6,470−1.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 543,104 | $1.07 億 | 0.43% | −47,388−8.0% | 減碼 |
| Federated Hermes, Inc. | 537,888 | $1.06 億 | 0.23% | +120,413+28.8% | 加碼 |
| Scge Management, L.P. | 533,000 | $1.05 億 | 1.95% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 531,348 | $1.05 億 | 2.84% | +531,348 | 新進 |
| Capital International Inc | 529,520 | $1.05 億 | 1.23% | −62,309−10.5% | 減碼 |
| Causeway Capital Management LLC | 529,064 | $1.04 億 | 2.38% | +2130.0% | 加碼 |
| Thrivent Financial for Lutherans | 524,566 | $1.03 億 | 0.20% | −15,447−2.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,099 | $1.03 億 | 0.07% | −4,505−0.9% | 減碼 |
| North of South Capital LLP | 516,404 | $1.02 億 | 12.39% | +70,362+15.8% | 加碼 |
| Analog Century Management LP | 506,863 | $1.00 億 | 6.69% | +13,435+2.7% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 504,380 | $9,961 萬 | 1.80% | −14,910−2.9% | 減碼 |
| Cerity Partners LLC | 502,286 | $9,803 萬 | 0.21% | +765+0.2% | 加碼 |
| Public Sector Pension Investment Board | 494,762 | $9,771 萬 | 0.41% | +99,030+25.0% | 加碼 |
| Cetera Investment Advisers | 494,728 | $9,770 萬 | 0.20% | +35,912+7.8% | 加碼 |