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 |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 134,661 | $2,659 萬 | 0.15% | +134,661 | 新進 |
| Silvercrest Asset Management Group LLC | 134,128 | $2,649 萬 | 0.18% | +60,385+81.9% | 加碼 |
| Moore Capital Management, LP | 132,811 | $2,623 萬 | 0.49% | −520−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 129,748 | $2,562 萬 | 0.31% | −15,503−10.7% | 減碼 |
| AMS Capital Ltda | 129,230 | $2,552 萬 | 12.83% | +3,941+3.1% | 加碼 |
| AQR Capital Management LLC | 128,510 | $2,538 萬 | 0.03% | −10,165−7.3% | 減碼 |
| Fernbridge Capital Management LP | 127,211 | $2,512 萬 | 1.32% | +127,211 | 新進 |
| Crestline Management, LP | 127,108 | $2,510 萬 | 0.87% | +25,883+25.6% | 加碼 |
| Raub Brock Capital Management LP | 124,364 | $2,456 萬 | 5.22% | −1,199−1.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 124,079 | $2,450 萬 | 0.08% | −36,118−22.5% | 減碼 |
| Jump Financial, LLC | 122,693 | $2,423 萬 | 0.51% | −17,825−12.7% | 減碼 |
| Oppenheimer & Co Inc | 122,449 | $2,418 萬 | 0.36% | +297+0.2% | 加碼 |
| CenterBook Partners LP | 121,824 | $2,406 萬 | 1.44% | +16,792+16.0% | 加碼 |
| Victory Capital Management Inc | 120,618 | $2,382 萬 | 0.02% | +15,961+15.3% | 加碼 |
| Augustine Asset Management Inc | 120,541 | $2,381 萬 | 6.26% | −2,685−2.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 119,877 | $2,367 萬 | 2.00% | −650−0.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 119,780 | $2,366 萬 | 0.21% | +21,990+22.5% | 加碼 |
| Cabot Wealth Management Inc | 119,321 | $2,356 萬 | 2.99% | −3,350−2.7% | 減碼 |
| Kestra Advisory Services, LLC | 118,273 | $2,343 萬 | 0.13% | +5,047+4.5% | 加碼 |
| Mercer Global Advisors Inc | 118,002 | $2,330 萬 | 0.06% | −15,010−11.3% | 減碼 |
| LTS One Management LP | 117,500 | $2,321 萬 | 6.47% | +10,000+9.3% | 加碼 |
| Harber Asset Management LLC | 117,306 | $2,317 萬 | 6.94% | +9,971+9.3% | 加碼 |
| Noesis Capital Mangement Corp | 116,184 | $2,295 萬 | 4.38% | +70+0.1% | 加碼 |
| XN LP | 115,669 | $2,284 萬 | 1.00% | +115,669 | 新進 |
| Compagnie Lombard Odier SCmA | 115,419 | $2,279 萬 | 0.34% | −13,609−10.5% | 減碼 |
| TD Waterhouse Canada Inc. | 114,489 | $2,262 萬 | 0.18% | +4,576+4.2% | 加碼 |
| Greenleaf Trust | 113,506 | $2,242 萬 | 0.20% | −976−0.9% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 113,300 | $2,238 萬 | 9.94% | 00.0% | 不變 |
| Old National Bancorp | 113,205 | $2,236 萬 | 0.53% | +2,368+2.1% | 加碼 |
| QRG Capital Management, Inc. | 113,043 | $2,232 萬 | 0.23% | +831+0.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 112,931 | $2,231 萬 | 1.03% | +823+0.7% | 加碼 |
| SIH Partners, LLLP | 112,747 | $2,227 萬 | 1.56% | +112,747 | 新進 |
| Glynn Capital Management LLC | 111,333 | $2,199 萬 | 5.18% | +10,178+10.1% | 加碼 |
| Aperture Investors, LLC | 111,287 | $2,198 萬 | 2.84% | +92,845+503.4% | 加碼 |
| CapWealth Advisors, LLC | 110,783 | $2,188 萬 | 2.41% | −1,320−1.2% | 減碼 |
| Point72 (DIFC) Ltd | 109,220 | $2,157 萬 | 1.94% | +109,220 | 新進 |
| Wetherby Asset Management Inc | 108,466 | $2,142 萬 | 1.03% | −7,532−6.5% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 107,515 | $2,123 萬 | 0.60% | +50,160+87.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 107,509 | $2,123 萬 | 1.30% | +1,916+1.8% | 加碼 |
| Dodge & Cox | 107,500 | $2,123 萬 | 0.01% | 00.0% | 不變 |
| Firetrail Investments Pty Ltd | 106,368 | $2,108 萬 | 6.31% | +8,136+8.3% | 加碼 |
| Naples Global Advisors, LLC | 106,061 | $2,101 萬 | 1.97% | −1,640−1.5% | 減碼 |
| Tudor Investment Corp Et Al | 106,354 | $2,100 萬 | 0.22% | −289,151−73.1% | 減碼 |
| First Long Island Investors, LLC | 106,227 | $2,098 萬 | 1.67% | +243+0.2% | 加碼 |
| Y.D. More Investments Ltd | 105,533 | $2,084 萬 | 1.87% | −4,735−4.3% | 減碼 |
| Buckingham Capital Management, Inc. | 104,466 | $2,063 萬 | 2.37% | −4,706−4.3% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 103,980 | $2,054 萬 | 9.03% | +54,438+109.9% | 加碼 |
| Princeton Global Asset Management LLC | 103,932 | $2,053 萬 | 3.84% | +1,973+1.9% | 加碼 |
| Antipodes Partners Ltd | 103,704 | $2,048 萬 | 0.71% | +26,686+34.6% | 加碼 |
| Choate Investment Advisors | 103,376 | $2,042 萬 | 0.49% | +16,219+18.6% | 加碼 |
| Sava Infond d.o.o. | 102,930 | $2,033 萬 | 3.59% | +102,930 | 新進 |
| Capital International Sarl | 102,857 | $2,031 萬 | 0.47% | +12,700+14.1% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 101,575 | $2,006 萬 | 1.80% | −1,916−1.9% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 100,570 | $1,986 萬 | 0.93% | −50,585−33.5% | 減碼 |
| TownSquare Capital, LLC | 100,351 | $1,982 萬 | 0.22% | +20,794+26.1% | 加碼 |
| Pinpoint Asset Management Ltd | 99,617 | $1,967 萬 | 3.49% | +70,389+240.8% | 加碼 |
| Artemis Investment Management LLP | 98,221 | $1,940 萬 | 0.28% | +31,780+47.8% | 加碼 |
| Naviter Wealth, LLC | 96,388 | $1,909 萬 | 2.30% | +19,223+24.9% | 加碼 |
| Azimuth Capital Investment Management LLC | 96,643 | $1,909 萬 | 0.74% | −1,075−1.1% | 減碼 |
| Lockheed Martin Investment Management Co | 96,400 | $1,904 萬 | 0.76% | +15,200+18.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 96,264 | $1,901 萬 | 0.06% | −2,405−2.4% | 減碼 |
| Davidson Investment Advisors | 95,994 | $1,896 萬 | 0.92% | +95,994 | 新進 |
| Hodges Capital Management Inc. | 95,833 | $1,893 萬 | 1.13% | −3,597−3.6% | 減碼 |
| Meridian Investment Counsel Inc. | 95,670 | $1,889 萬 | 5.64% | −9,002−8.6% | 減碼 |
| SBI Securities Co., Ltd. | 95,530 | $1,887 萬 | 0.58% | +95,530 | 新進 |
| Tokio Marine Asset Management Co Ltd | 95,112 | $1,878 萬 | 0.67% | +5,212+5.8% | 加碼 |
| JB Capital LLC | 94,905 | $1,874 萬 | 1.05% | −568−0.6% | 減碼 |
| BWCP, LP | 94,865 | $1,873 萬 | 4.03% | −8,122−7.9% | 減碼 |
| Promethos Capital, LLC | 94,804 | $1,872 萬 | 6.61% | +750+0.8% | 加碼 |
| Allen Investment Management LLC | 92,623 | $1,829 萬 | 0.21% | +25,627+38.3% | 加碼 |
| Hanson & Doremus Investment Management | 92,157 | $1,820 萬 | 2.85% | +3,719+4.2% | 加碼 |
| Blair William & Co | 91,596 | $1,809 萬 | 0.05% | +4,857+5.6% | 加碼 |
| FACT Capital, LP | 91,119 | $1,800 萬 | 7.85% | −21,410−19.0% | 減碼 |
| LGT Fund Management Co Ltd. | 90,954 | $1,796 萬 | 1.57% | +26,303+40.7% | 加碼 |
| Advisory Research Inc | 90,273 | $1,783 萬 | 2.96% | −1,003−1.1% | 減碼 |
| Salem Investment Counselors Inc | 88,768 | $1,754 萬 | 0.58% | −13,933−13.6% | 減碼 |
| Everett Harris & Co | 88,220 | $1,742 萬 | 0.22% | +552+0.6% | 加碼 |
| Farmers & Merchants Investments Inc | 86,962 | $1,717 萬 | 0.54% | +3,078+3.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 86,503 | $1,708 萬 | 0.63% | −22,409−20.6% | 減碼 |
| Polymer Capital Management (HK) LTD | 86,493 | $1,708 萬 | 2.99% | +27,938+47.7% | 加碼 |
| Boothbay Fund Management, LLC | 86,469 | $1,708 萬 | 0.53% | +44,892+108.0% | 加碼 |
| Diversify Advisory Services, LLC | 81,747 | $1,703 萬 | 0.94% | +35,898+78.3% | 加碼 |
| Berkshire Capital Holdings Inc | 84,360 | $1,666 萬 | 6.02% | +18,030+27.2% | 加碼 |
| Stonegate Investment Group, LLC | 84,108 | $1,661 萬 | 0.44% | −597−0.7% | 減碼 |
| DuPont Capital Management Corp | 83,820 | $1,655 萬 | 1.54% | −8,561−9.3% | 減碼 |
| Davenport & Co LLC | 83,399 | $1,647 萬 | 0.10% | −828−1.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 83,081 | $1,641 萬 | 0.23% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 82,947 | $1,638 萬 | 3.43% | −3,001−3.5% | 減碼 |
| iA Global Asset Management Inc. | 82,812 | $1,636 萬 | 0.29% | +14,710+21.6% | 加碼 |
| Picton Mahoney Asset Management | 82,789 | $1,635 萬 | 0.62% | +12,151+17.2% | 加碼 |
| Warren Averett Asset Management, LLC | 82,698 | $1,633 萬 | 0.25% | +17,286+26.4% | 加碼 |
| Loup Funds, LLC | 82,554 | $1,630 萬 | 5.32% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 82,216 | $1,624 萬 | 0.14% | −5,881−6.7% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 81,588 | $1,611 萬 | 3.89% | −7,279−8.2% | 減碼 |
| Acadian Asset Management LLC | 81,327 | $1,606 萬 | 0.05% | −9,160−10.1% | 減碼 |
| Q Capital Solutions | 81,107 | $1,602 萬 | 6.27% | +11,157+15.9% | 加碼 |
| Groupama Asset Managment | 79,780 | $1,599 萬 | 0.33% | −79,780−50.0% | 減碼 |
| Captrust Financial Advisors | 80,829 | $1,596 萬 | 0.05% | −1,993−2.4% | 減碼 |
| Private Advisor Group, LLC | 80,668 | $1,593 萬 | 0.09% | −1,986−2.4% | 減碼 |
| Evergreen Capital Management LLC | 80,138 | $1,587 萬 | 0.52% | +703+0.9% | 加碼 |