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 |
|---|---|---|---|---|---|
| Verde Servicos Internacionais S.A. | 54,323 | $1,073 萬 | 4.62% | −8,211−13.1% | 減碼 |
| In-Depth Partners, LLC | 54,210 | $1,071 萬 | 11.34% | +20,823+62.4% | 加碼 |
| Monolith Management Ltd | 54,000 | $1,066 萬 | 5.56% | −29,090−35.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 53,871 | $1,064 萬 | 0.72% | +66+0.1% | 加碼 |
| Tenere Capital LLC | 53,847 | $1,063 萬 | 2.82% | −2,784−4.9% | 減碼 |
| Jag Capital Management, LLC | 53,320 | $1,053 萬 | 1.47% | −15,604−22.6% | 減碼 |
| Annex Advisory Services, LLC | 53,150 | $1,050 萬 | 0.32% | +5,184+10.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 53,138 | $1,049 萬 | 0.76% | −31,111−36.9% | 減碼 |
| BOCHK Asset Management Ltd | 52,993 | $1,047 萬 | 3.20% | −89,120−62.7% | 減碼 |
| Commerce Bank | 52,739 | $1,042 萬 | 0.06% | +168+0.3% | 加碼 |
| Pensionmark Financial Group, LLC | 52,564 | $1,038 萬 | 0.28% | −3,074−5.5% | 減碼 |
| Edge Capital Group, LLC | 52,447 | $1,036 萬 | 0.46% | −169−0.3% | 減碼 |
| Marathon Asset Mgmt Ltd | 52,253 | $1,034 萬 | 0.29% | 00.0% | 不變 |
| Ironvine Capital Partners, LLC | 52,143 | $1,030 萬 | 1.10% | +17,506+50.5% | 加碼 |
| Eagle Global Advisors LLC | 52,036 | $1,028 萬 | 0.42% | +545+1.1% | 加碼 |
| Triavera Capital LLC | 51,997 | $1,027 萬 | 6.18% | +51,997 | 新進 |
| Henry James International Management, Inc. | 51,837 | $1,024 萬 | 3.69% | −18,717−26.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 51,811 | $1,023 萬 | 0.22% | +16,610+47.2% | 加碼 |
| Hilton Capital Management, LLC | 51,723 | $1,021 萬 | 0.88% | −6,636−11.4% | 減碼 |
| Tocqueville Asset Management L.P. | 51,403 | $1,015 萬 | 0.16% | −11,941−18.9% | 減碼 |
| DSG Capital Advisors, LLC | 51,263 | $1,012 萬 | 1.83% | +51,263 | 新進 |
| Castleark Management LLC | 50,780 | $1,003 萬 | 0.35% | −400−0.8% | 減碼 |
| Private Advisory Group LLC | 50,666 | $1,001 萬 | 1.12% | +1,636+3.3% | 加碼 |
| RNC Capital Management LLC | 50,644 | $1,000 萬 | 0.53% | −2,838−5.3% | 減碼 |
| Alpha Cubed Investments, LLC | 50,571 | $998.7 萬 | 0.46% | +6,797+15.5% | 加碼 |
| Motley Fool Asset Management LLC | 50,243 | $992.2 萬 | 0.52% | +2,920+6.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,053 | $988.5 萬 | 0.03% | +4,048+8.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 50,051 | $988.5 萬 | 0.17% | +7,495+17.6% | 加碼 |
| Armistice Capital, LLC | 50,000 | $987.5 萬 | 0.23% | −25,000−33.3% | 減碼 |
| Whittier Trust Co | 49,579 | $979.1 萬 | 0.13% | +7,136+16.8% | 加碼 |
| Ratan Capital Management LP | 50,948 | $968.4 萬 | 1.49% | 00.0% | 不變 |
| Cumberland Partners Ltd | 48,892 | $965.6 萬 | 0.67% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 48,878 | $965.3 萬 | 0.09% | +4,375+9.8% | 加碼 |
| Guinness Atkinson Asset Management Inc | 48,652 | $960.8 萬 | 4.90% | −2,115−4.2% | 減碼 |
| Sandy Spring Bank | 48,504 | $957.9 萬 | 0.39% | −3,070−6.0% | 減碼 |
| 7G Capital Management, LLC | 48,500 | $957.8 萬 | 8.43% | 00.0% | 不變 |
| Trust Co of Vermont | 48,475 | $957.3 萬 | 0.46% | +16,376+51.0% | 加碼 |
| FourThought Financial Partners, LLC | 48,304 | $954.0 萬 | 0.99% | −1,236−2.5% | 減碼 |
| Nia Impact Advisors, LLC | 47,969 | $947.3 萬 | 3.08% | −4,753−9.0% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 47,913 | $946.2 萬 | 5.80% | +30,500+175.2% | 加碼 |
| Delphi Financial Group, Inc. | 47,830 | $944.6 萬 | 5.00% | 00.0% | 不變 |
| Diversified Trust Co | 47,450 | $937.1 萬 | 0.23% | −322−0.7% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 47,286 | $933.9 萬 | 2.34% | +26,258+124.9% | 加碼 |
| Point72 Italy, S.r.l. | 47,269 | $933.5 萬 | 5.15% | −139,601−74.7% | 減碼 |
| Danske Bank A/S | 47,259 | $933.3 萬 | 0.03% | −2,282−4.6% | 減碼 |
| Guardian Partners Inc. | 44,527 | $922.2 萬 | 0.94% | +44,527 | 新進 |
| DSM Capital Partners LLC | 46,098 | $910.4 萬 | 0.14% | −1,870−3.9% | 減碼 |
| Kempner Capital Management Inc. | 46,039 | $909.2 萬 | 4.99% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 45,653 | $901.6 萬 | 4.77% | −10.0% | 減碼 |
| Montag A & Associates Inc | 45,496 | $901.1 萬 | 0.43% | +1,622+3.7% | 加碼 |
| Legacy Trust | 45,192 | $892.5 萬 | 2.07% | −721−1.6% | 減碼 |
| Easterly Investment Partners LLC | 44,732 | $883.4 萬 | 0.69% | −6,607−12.9% | 減碼 |
| Channing Global Advisors, LLC | 44,561 | $880.0 萬 | 5.86% | +11,008+32.8% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 44,040 | $869.7 萬 | 4.42% | −9,850−18.3% | 減碼 |
| Headland Capital, LLC | 43,881 | $866.6 萬 | 2.97% | +43,881 | 新進 |
| Paragon Advisors, LLC | 43,777 | $864.6 萬 | 2.97% | +2,996+7.3% | 加碼 |
| CastleKnight Management LP | 43,500 | $859.1 萬 | 0.94% | +8,900+25.7% | 加碼 |
| Carmignac Gestion | 43,258 | $854.3 萬 | 0.14% | −41,005−48.7% | 減碼 |
| Sierra Summit Advisors LLC | 43,223 | $853.6 萬 | 1.71% | +43,223 | 新進 |
| We Are One Seven, LLC | 42,870 | $846.6 萬 | 0.33% | +10,642+33.0% | 加碼 |
| Callan Family Office, LLC | 42,867 | $846.6 萬 | 0.54% | +35,417+475.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 42,588 | $841.1 萬 | 0.29% | +23,193+119.6% | 加碼 |
| One Capital Management, LLC | 42,362 | $836.6 萬 | 0.28% | −96−0.2% | 減碼 |
| Bleakley Financial Group, LLC | 42,218 | $833.8 萬 | 0.25% | +569+1.4% | 加碼 |
| Keystone Investors Pte Ltd | 42,205 | $833.5 萬 | 0.58% | +6,469+18.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 42,186 | $833.1 萬 | 0.67% | −1,375−3.2% | 減碼 |
| Greenland Capital Management LP | 42,128 | $832.0 萬 | 1.66% | +9,304+28.3% | 加碼 |
| Oliver Luxxe Assets LLC | 47,578 | $826.3 萬 | 1.49% | 00.0% | 不變 |
| D.A. Davidson & Co. | 41,677 | $823.1 萬 | 0.07% | −1,294−3.0% | 減碼 |
| Motley Fool Wealth Management, LLC | 41,587 | $823.0 萬 | 0.42% | −3,827−8.4% | 減碼 |
| Gold Investment Management Ltd. | 40,948 | $808.7 萬 | 3.41% | +24+0.1% | 加碼 |
| Natixis Investment Managers International | 40,630 | $802.4 萬 | 0.62% | −5,832−12.6% | 減碼 |
| Yousif Capital Management, LLC | 40,495 | $799.7 萬 | 0.09% | −37,050−47.8% | 減碼 |
| New Vernon Capital Holdings II LLC | 40,404 | $797.9 萬 | 5.49% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 40,275 | $795.4 萬 | 0.65% | +2,604+6.9% | 加碼 |
| JLB & Associates Inc | 40,230 | $794.5 萬 | 1.08% | −90.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 40,169 | $793.3 萬 | 0.14% | +40,169 | 新進 |
| Guggenheim Capital LLC | 40,011 | $790.2 萬 | 0.07% | −10,297−20.5% | 減碼 |
| Alight Capital Management LP | 40,000 | $790.0 萬 | 2.66% | −10,000−20.0% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 40,000 | $790.0 萬 | 1.19% | +20,000+100.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 39,878 | $787.6 萬 | 0.34% | +648+1.7% | 加碼 |
| Atomi Financial Group, Inc. | 39,830 | $786.6 萬 | 0.40% | +5,731+16.8% | 加碼 |
| Argent Trust Co | 39,810 | $786.2 萬 | 0.32% | +1,131+2.9% | 加碼 |
| Premier Fund Managers Ltd | 39,203 | $785.1 萬 | 0.28% | +519+1.3% | 加碼 |
| Westend Capital Management, LLC | 39,262 | $775.4 萬 | 2.30% | +150+0.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,466 | $770.8 萬 | 0.24% | +2,518+7.0% | 加碼 |
| Atika Capital Management LLC | 38,800 | $766.3 萬 | 0.99% | −18,200−31.9% | 減碼 |
| RSM US Wealth Management LLC | 38,165 | $763.7 萬 | 0.11% | −2,829−6.9% | 減碼 |
| Keybank National Association | 38,449 | $759.3 萬 | 0.03% | −1,188−3.0% | 減碼 |
| Sycomore Asset Management | 40,524 | $757.1 萬 | 1.08% | +40,524 | 新進 |
| GMT Capital Corp | 38,300 | $756.4 萬 | 0.37% | −56,800−59.7% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 38,190 | $754.2 萬 | 0.78% | +38,190 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 38,150 | $753.4 萬 | 0.06% | 00.0% | 不變 |
| NS Partners Ltd | 38,118 | $752.8 萬 | 0.31% | −16,631−30.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 37,890 | $748.3 萬 | 0.52% | +23,076+155.8% | 加碼 |
| Smith Group Asset Management, LLC | 37,868 | $747.9 萬 | 0.55% | −8,510−18.3% | 減碼 |
| Ingalls & Snyder LLC | 37,671 | $744.0 萬 | 0.29% | +634+1.7% | 加碼 |
| Summit Financial, LLC | 37,582 | $744.0 萬 | 0.26% | +9,612+34.4% | 加碼 |
| Allen Capital Group, LLC | 37,556 | $741.7 萬 | 0.91% | +2,354+6.7% | 加碼 |
| KP Management LLC | 37,500 | $740.6 萬 | 2.60% | 00.0% | 不變 |