Applied Materials Inc
AMAT- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
近 90 天，Applied Materials Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,520 家機構在 13F 申報持有，市值合計 $4,765 億；Coatue、老虎環球等 8 位大師持有。
2021 年第 2 季 13F 持有人
Applied Materials Inc 在 2021/6/30 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
- 1,649
- 較 2021 年第 1 季 +71 家
- 持有股數
- 7.10 億
- 較 2021 年第 1 季 −2,305 萬 (−3.1%)
- 總市值
- $1,010 億
- 較 2021 年第 1 季 +$32.1 億 (+3.3%)
- 新進機構
- 174
- 另有 618 家加碼
- 清倉機構
- 103
- 另有 609 家減碼
另有 19 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 AMAT 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 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $825.3 億 |
| 2022 年第 4 季 | 1,685 | $651.2 億 |
| 2022 年第 3 季 | 1,561 | $545.1 億 |
| 2022 年第 2 季 | 1,631 | $603.9 億 |
| 2022 年第 1 季 | 1,781 | $899.4 億 |
| 2021 年第 4 季 | 1,846 | $1,095 億 |
| 2021 年第 3 季 | 1,638 | $900.9 億 |
| 2021 年第 2 季 | 1,649 | $1,010 億 |
| 2021 年第 1 季 | 1,597 | $980.5 億 |
2021 年第 2 季持有機構
每家機構持有 Applied Materials Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 96,853 | $1,379 萬 | 0.21% | −118,658−55.1% | 減碼 |
| Steel Peak Wealth Management LLC | 100,246 | $1,428 萬 | 1.03% | +2,907+3.0% | 加碼 |
| Callahan Advisors, LLC | 101,024 | $1,439 萬 | 1.83% | −8,322−7.6% | 減碼 |
| AO Asset Management, LP | 101,500 | $1,445 萬 | 1.01% | −19,400−16.0% | 減碼 |
| F&V Capital Management, LLC | 101,620 | $1,447 萬 | 5.32% | +670+0.7% | 加碼 |
| Raymond James Trust N.A. | 102,237 | $1,456 萬 | 0.48% | −3,323−3.1% | 減碼 |
| Credit Agricole S A | 102,986 | $1,467 萬 | 0.49% | −13,401−11.5% | 減碼 |
| Louisiana State Employees Retirement System | 104,500 | $1,488 萬 | 0.36% | +100+0.1% | 加碼 |
| Marvin & Palmer Associates Inc | 105,467 | $1,502 萬 | 6.14% | −2,684−2.5% | 減碼 |
| Hosking Partners LLP | 106,232 | $1,513 萬 | 0.34% | +106,232 | 新進 |
| Gotham Asset Management, LLC | 106,427 | $1,516 萬 | 0.64% | +34,086+47.1% | 加碼 |
| West Coast Financial LLC | 106,482 | $1,516 萬 | 2.47% | −94−0.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 107,068 | $1,525 萬 | 0.19% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 108,117 | $1,539 萬 | 1.00% | −10,572−8.9% | 減碼 |
| Andra AP-fonden | 108,300 | $1,542 萬 | 0.31% | −20,200−15.7% | 減碼 |
| Leuthold Group, LLC | 109,909 | $1,565 萬 | 1.92% | −2,038−1.8% | 減碼 |
| FRG Family Wealth Advisors LLC | 110,159 | $1,569 萬 | 2.98% | −113−0.1% | 減碼 |
| Atika Capital Management LLC | 111,000 | $1,581 萬 | 1.31% | +111,000 | 新進 |
| Lountzis Asset Management, LLC | 111,525 | $1,588 萬 | 9.68% | −250.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 111,622 | $1,590 萬 | 0.08% | +4,519+4.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 112,455 | $1,601 萬 | 1.09% | −77,574−40.8% | 減碼 |
| Hartford Investment Management Co | 113,455 | $1,616 萬 | 0.40% | +1,059+0.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 113,709 | $1,619 萬 | 0.02% | +52,958+87.2% | 加碼 |
| Financial Counselors Inc | 114,175 | $1,626 萬 | 0.35% | −13,708−10.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 114,973 | $1,637 萬 | 0.18% | +203+0.2% | 加碼 |
| United Asset Strategies, Inc. | 115,566 | $1,646 萬 | 2.19% | +274+0.2% | 加碼 |
| Mizuho Markets Cayman LP | 116,889 | $1,665 萬 | 3.06% | +116,889 | 新進 |
| Daiwa Securities Group Inc. | 73,919 | $1,670 萬 | 0.11% | +3,427+4.9% | 加碼 |
| Baker Avenue Asset Management, LP | 117,608 | $1,675 萬 | 0.98% | −313−0.3% | 減碼 |
| Dundas Partners LLP | 118,175 | $1,683 萬 | 2.44% | +4,957+4.4% | 加碼 |
| Calamos Wealth Management LLC | 118,599 | $1,689 萬 | 1.32% | −4,872−3.9% | 減碼 |
| Mutual of America Capital Management LLC | 119,922 | $1,708 萬 | 0.17% | +1,938+1.6% | 加碼 |
| DuPont Capital Management Corp | 119,921 | $1,708 萬 | 0.40% | +5,191+4.5% | 加碼 |
| Profund Advisors LLC | 120,101 | $1,710 萬 | 0.57% | −2,351−1.9% | 減碼 |
| IFM Investors Pty Ltd | 123,433 | $1,758 萬 | 0.36% | +23,544+23.6% | 加碼 |
| Swiss Life Asset Management Ltd | 155,381 | $1,762 萬 | 0.23% | −13,989−8.3% | 減碼 |
| CWM, LLC | 126,740 | $1,805 萬 | 0.14% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 127,503 | $1,816 萬 | 0.33% | −13,481−9.6% | 減碼 |
| USS Investment Management Ltd | 129,643 | $1,846 萬 | 0.15% | 00.0% | 不變 |
| General American Investors Co Inc | 131,652 | $1,875 萬 | 1.57% | −10,000−7.1% | 減碼 |
| Biechele Royce Advisors | 132,439 | $1,886 萬 | 8.17% | −219−0.2% | 減碼 |
| MAI Capital Management | 134,553 | $1,916 萬 | 0.38% | +6,382+5.0% | 加碼 |
| Point72 Asset Management, L.P. | 134,601 | $1,917 萬 | 0.10% | −1,775,363−93.0% | 減碼 |
| Rheos Capital Works Inc. | 135,100 | $1,924 萬 | 0.97% | +135,100 | 新進 |
| Nissay Asset Management Corp | 137,273 | $1,955 萬 | 0.17% | +6,215+4.7% | 加碼 |
| Citizens Financial Group Inc | 138,186 | $1,968 萬 | 0.85% | +4,113+3.1% | 加碼 |
| Light Street Capital Management, LLC | 138,290 | $1,969 萬 | 0.85% | +138,290 | 新進 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 167,000 | $2,005 萬 | 2.38% | 00.0% | 不變 |
| First Nebraska Trust Co | 140,942 | $2,007 萬 | 2.61% | −32,166−18.6% | 減碼 |
| Keybank National Association | 143,807 | $2,048 萬 | 0.09% | −731−0.5% | 減碼 |
| Public Sector Pension Investment Board | 143,851 | $2,048 萬 | 0.13% | +57,070+65.8% | 加碼 |
| Washington Trust Bank | 143,878 | $2,049 萬 | 2.43% | −19,946−12.2% | 減碼 |
| DnB Asset Management AS | 143,947 | $2,050 萬 | 0.14% | +11,907+9.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 144,804 | $2,062 萬 | 0.37% | +19,100+15.2% | 加碼 |
| Mackay Shields LLC | 144,877 | $2,063 萬 | 0.19% | −54,690−27.4% | 減碼 |
| Analog Century Management LP | 144,998 | $2,065 萬 | 8.29% | −18,200−11.2% | 減碼 |
| Baird Financial Group, Inc. | 145,548 | $2,073 萬 | 0.05% | −5,563−3.7% | 減碼 |
| Kdi Capital Partners LLC | 147,015 | $2,094 萬 | 6.90% | +7,468+5.4% | 加碼 |
| Blue Grotto Capital, LLC | 147,260 | $2,097 萬 | 6.72% | −22,563−13.3% | 減碼 |
| Ninety One UK Ltd | 147,473 | $2,100 萬 | 0.05% | −39,604−21.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 148,140 | $2,110 萬 | 1.31% | −25,150−14.5% | 減碼 |
| QS Investors, LLC | 149,265 | $2,126 萬 | 0.25% | −11,156−7.0% | 減碼 |
| Federated Hermes, Inc. | 150,114 | $2,138 萬 | 0.04% | −9,583−6.0% | 減碼 |
| Burney Co | 150,404 | $2,142 萬 | 1.00% | −12,020−7.4% | 減碼 |
| CIBC World Markets Corp | 151,425 | $2,156 萬 | 0.15% | −1,545,024−91.1% | 減碼 |
| Gabelli Funds LLC | 152,347 | $2,169 萬 | 0.14% | +689+0.5% | 加碼 |
| Texas Permanent School Fund | 152,450 | $2,171 萬 | 0.25% | −782−0.5% | 減碼 |
| Palisade Capital Management LLC | 153,513 | $2,186 萬 | 0.49% | +3,213+2.1% | 加碼 |
| Metropolitan Life Insurance Co | 154,079 | $2,194 萬 | 0.31% | −5,113−3.2% | 減碼 |
| Cohen Capital Management, Inc. | 157,272 | $2,240 萬 | 3.82% | +20.0% | 加碼 |
| McGuire Investment Group, LLC | 157,507 | $2,243 萬 | 4.26% | −2,260−1.4% | 減碼 |
| Shelton Capital Management | 158,794 | $2,261 萬 | 0.86% | −2,180−1.4% | 減碼 |
| Nicholas Company, Inc. | 160,545 | $2,286 萬 | 0.40% | +70,115+77.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 160,747 | $2,289 萬 | 0.10% | −237−0.1% | 減碼 |
| Marshall Wace North America L.P. | 161,782 | $2,304 萬 | 0.10% | −98,815−37.9% | 減碼 |
| Walleye Trading LLC | 161,993 | $2,307 萬 | 0.60% | −10,567−6.1% | 減碼 |
| Virginia Retirement Systems Et Al | 162,500 | $2,314 萬 | 0.23% | −500−0.3% | 減碼 |
| Bragg Financial Advisors, Inc | 162,686 | $2,317 萬 | 1.48% | −9,955−5.8% | 減碼 |
| Shell Asset Management Co | 163,203 | $2,324 萬 | 0.45% | −8,151−4.8% | 減碼 |
| BancorpSouth Bank | 163,211 | $2,324 萬 | 3.37% | +1,864+1.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 165,300 | $2,354 萬 | 0.55% | −30,855−15.7% | 減碼 |
| Two Sigma Investments, LP | 165,338 | $2,354 萬 | 0.06% | +141,942+606.7% | 加碼 |
| Natixis Advisors, L.P. | 169,140 | $2,409 萬 | 0.11% | −33,770−16.6% | 減碼 |
| British Columbia Investment Management Corp | 169,687 | $2,416 萬 | 0.15% | +19,814+13.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 169,844 | $2,419 萬 | 0.12% | +140,602+480.8% | 加碼 |
| CIBC Asset Management Inc | 170,908 | $2,434 萬 | 0.10% | +2,431+1.4% | 加碼 |
| Zacks Investment Management | 170,952 | $2,434 萬 | 0.39% | −33,536−16.4% | 減碼 |
| Utah Retirement Systems | 174,507 | $2,485 萬 | 0.32% | −1,500−0.9% | 減碼 |
| Cardinal Capital Management, Inc. | 177,795 | $2,532 萬 | 1.37% | −56,093−24.0% | 減碼 |
| Guinness Asset Management LTD | 178,450 | $2,541 萬 | 1.40% | +2,930+1.7% | 加碼 |
| Voloridge Investment Management, LLC | 178,726 | $2,545 萬 | 0.18% | +178,726 | 新進 |
| Bridgewater Associates, LP | 182,210 | $2,595 萬 | 0.17% | +182,210 | 新進 |
| Peapack Gladstone Financial Corp | 185,001 | $2,634 萬 | 0.63% | +3,796+2.1% | 加碼 |
| State of Alaska, Department of Revenue | 185,130 | $2,636 萬 | 0.27% | −27,449−12.9% | 減碼 |
| Macquarie Group Ltd | 186,891 | $2,661 萬 | 0.02% | +105,348+129.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 187,716 | $2,673 萬 | 0.34% | −624−0.3% | 減碼 |
| Capital Advisors Inc | 189,550 | $2,699 萬 | 0.81% | +4,270+2.3% | 加碼 |
| APG Asset Management N.V. | 225,735 | $2,711 萬 | 0.05% | −144,929−39.1% | 減碼 |
| Comerica Bank | 210,783 | $2,723 萬 | 0.16% | −7,925−3.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 191,951 | $2,734 萬 | 0.06% | +8,174+4.4% | 加碼 |