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 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Bedrijfstakpensioenfonds Voor de Media Pno | 167,000 | $2,005 萬 | 2.38% | 00.0% | 不變 |
| Light Street Capital Management, LLC | 138,290 | $1,969 萬 | 0.85% | +138,290 | 新進 |
| Citizens Financial Group Inc | 138,186 | $1,968 萬 | 0.85% | +4,113+3.1% | 加碼 |
| Nissay Asset Management Corp | 137,273 | $1,955 萬 | 0.17% | +6,215+4.7% | 加碼 |
| Rheos Capital Works Inc. | 135,100 | $1,924 萬 | 0.97% | +135,100 | 新進 |
| Point72 Asset Management, L.P. | 134,601 | $1,917 萬 | 0.10% | −1,775,363−93.0% | 減碼 |
| MAI Capital Management | 134,553 | $1,916 萬 | 0.38% | +6,382+5.0% | 加碼 |
| Biechele Royce Advisors | 132,439 | $1,886 萬 | 8.17% | −219−0.2% | 減碼 |
| General American Investors Co Inc | 131,652 | $1,875 萬 | 1.57% | −10,000−7.1% | 減碼 |
| USS Investment Management Ltd | 129,643 | $1,846 萬 | 0.15% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 127,503 | $1,816 萬 | 0.33% | −13,481−9.6% | 減碼 |
| CWM, LLC | 126,740 | $1,805 萬 | 0.14% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 155,381 | $1,762 萬 | 0.23% | −13,989−8.3% | 減碼 |
| IFM Investors Pty Ltd | 123,433 | $1,758 萬 | 0.36% | +23,544+23.6% | 加碼 |
| Profund Advisors LLC | 120,101 | $1,710 萬 | 0.57% | −2,351−1.9% | 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 |
| Calamos Wealth Management LLC | 118,599 | $1,689 萬 | 1.32% | −4,872−3.9% | 減碼 |
| Dundas Partners LLP | 118,175 | $1,683 萬 | 2.44% | +4,957+4.4% | 加碼 |
| Baker Avenue Asset Management, LP | 117,608 | $1,675 萬 | 0.98% | −313−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 73,919 | $1,670 萬 | 0.11% | +3,427+4.9% | 加碼 |
| Mizuho Markets Cayman LP | 116,889 | $1,665 萬 | 3.06% | +116,889 | 新進 |
| United Asset Strategies, Inc. | 115,566 | $1,646 萬 | 2.19% | +274+0.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 114,973 | $1,637 萬 | 0.18% | +203+0.2% | 加碼 |
| Financial Counselors Inc | 114,175 | $1,626 萬 | 0.35% | −13,708−10.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 113,709 | $1,619 萬 | 0.02% | +52,958+87.2% | 加碼 |
| Hartford Investment Management Co | 113,455 | $1,616 萬 | 0.40% | +1,059+0.9% | 加碼 |
| Fullerton Fund Management Co Ltd. | 112,455 | $1,601 萬 | 1.09% | −77,574−40.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 111,622 | $1,590 萬 | 0.08% | +4,519+4.2% | 加碼 |
| Lountzis Asset Management, LLC | 111,525 | $1,588 萬 | 9.68% | −250.0% | 減碼 |
| Atika Capital Management LLC | 111,000 | $1,581 萬 | 1.31% | +111,000 | 新進 |
| FRG Family Wealth Advisors LLC | 110,159 | $1,569 萬 | 2.98% | −113−0.1% | 減碼 |
| Leuthold Group, LLC | 109,909 | $1,565 萬 | 1.92% | −2,038−1.8% | 減碼 |
| Andra AP-fonden | 108,300 | $1,542 萬 | 0.31% | −20,200−15.7% | 減碼 |
| River & Mercantile Asset Management LLP | 108,117 | $1,539 萬 | 1.00% | −10,572−8.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 107,068 | $1,525 萬 | 0.19% | 00.0% | 不變 |
| West Coast Financial LLC | 106,482 | $1,516 萬 | 2.47% | −94−0.1% | 減碼 |
| Gotham Asset Management, LLC | 106,427 | $1,516 萬 | 0.64% | +34,086+47.1% | 加碼 |
| Hosking Partners LLP | 106,232 | $1,513 萬 | 0.34% | +106,232 | 新進 |
| Marvin & Palmer Associates Inc | 105,467 | $1,502 萬 | 6.14% | −2,684−2.5% | 減碼 |
| Louisiana State Employees Retirement System | 104,500 | $1,488 萬 | 0.36% | +100+0.1% | 加碼 |
| Credit Agricole S A | 102,986 | $1,467 萬 | 0.49% | −13,401−11.5% | 減碼 |
| Raymond James Trust N.A. | 102,237 | $1,456 萬 | 0.48% | −3,323−3.1% | 減碼 |
| F&V Capital Management, LLC | 101,620 | $1,447 萬 | 5.32% | +670+0.7% | 加碼 |
| AO Asset Management, LP | 101,500 | $1,445 萬 | 1.01% | −19,400−16.0% | 減碼 |
| Callahan Advisors, LLC | 101,024 | $1,439 萬 | 1.83% | −8,322−7.6% | 減碼 |
| Steel Peak Wealth Management LLC | 100,246 | $1,428 萬 | 1.03% | +2,907+3.0% | 加碼 |
| ExodusPoint Capital Management, LP | 96,853 | $1,379 萬 | 0.21% | −118,658−55.1% | 減碼 |
| Meeder Asset Management Inc | 95,819 | $1,365 萬 | 0.64% | +6,343+7.1% | 加碼 |
| CCM Investment Advisers LLC | 95,181 | $1,355 萬 | 1.73% | +10,237+12.1% | 加碼 |
| Trust Co of Vermont | 94,259 | $1,342 萬 | 0.94% | −758−0.8% | 減碼 |
| Blair William & Co | 94,179 | $1,341 萬 | 0.05% | −28,817−23.4% | 減碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,336 萬 | 2.82% | 00.0% | 不變 |
| Key Square Capital Management LLC | 91,712 | $1,306 萬 | 2.67% | +31,012+51.1% | 加碼 |
| Jacobs & Co | 89,251 | $1,271 萬 | 1.47% | −5,139−5.4% | 減碼 |
| Norinchukin Bank, The | 86,433 | $1,231 萬 | 0.18% | +1,141+1.3% | 加碼 |
| Traynor Capital Management, Inc. | 88,403 | $1,221 萬 | 1.71% | +2,677+3.1% | 加碼 |
| Simplex Trading, LLC | 84,182 | $1,199 萬 | 0.43% | +8,048+10.6% | 加碼 |
| Roanoke Asset Management Corp | 84,020 | $1,196 萬 | 4.15% | +13,135+18.5% | 加碼 |
| Central Bank & Trust Co | 83,935 | $1,195 萬 | 1.93% | +2,065+2.5% | 加碼 |
| McKinley Capital Management LLC /Delaware | 83,908 | $1,195 萬 | 0.84% | −3,397−3.9% | 減碼 |
| Mission Wealth Management, LP | 83,098 | $1,183 萬 | 0.63% | −365−0.4% | 減碼 |
| Badgley Phelps & Bell Inc | 82,865 | $1,180 萬 | 0.44% | +7,262+9.6% | 加碼 |
| Banco Santander, S.A. | 81,625 | $1,162 萬 | 0.06% | +60,040+278.2% | 加碼 |
| Pacer Advisors, Inc. | 81,385 | $1,159 萬 | 0.17% | −3,857−4.5% | 減碼 |
| Kempen Capital Management N.V. | 81,138 | $1,156 萬 | 0.41% | −3,871−4.6% | 減碼 |
| Illinois Municipal Retirement Fund | 81,031 | $1,154 萬 | 0.47% | −14,446−15.1% | 減碼 |
| Bank of the West | 80,588 | $1,148 萬 | 1.17% | +2,100+2.7% | 加碼 |
| Securian Asset Management, Inc | 80,416 | $1,145 萬 | 0.23% | −525−0.6% | 減碼 |
| Clough Capital Partners L P | 80,300 | $1,144 萬 | 0.64% | −182,010−69.4% | 減碼 |
| Stanley Capital Management, LLC | 79,300 | $1,129 萬 | 4.29% | −6,500−7.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 78,768 | $1,122 萬 | 1.01% | +1,710+2.2% | 加碼 |
| Holderness Investments Co | 78,161 | $1,113 萬 | 3.68% | +93+0.1% | 加碼 |
| Eagle Asset Management Inc | 78,079 | $1,112 萬 | 0.05% | +173+0.2% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $1,068 萬 | 0.11% | −125,000−62.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 73,666 | $1,049 萬 | 0.12% | −97,423−56.9% | 減碼 |
| Glaxis Capital Management, LLC | 73,045 | $1,040 萬 | 13.12% | +11,050+17.8% | 加碼 |
| Synovus Financial Corp | 73,115 | $1,040 萬 | 0.10% | −3,277−4.3% | 減碼 |
| Bard Financial Services, Inc. | 73,000 | $1,040 萬 | 0.92% | −300−0.4% | 減碼 |
| Albar Capital Ltd | 72,919 | $1,038 萬 | 4.15% | −123,386−62.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 72,626 | $1,034 萬 | 0.15% | +1,231+1.7% | 加碼 |
| Alpine Woods Capital Investors, LLC | 72,581 | $1,034 萬 | 1.07% | +53,681+284.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 72,514 | $1,033 萬 | 0.62% | +4,700+6.9% | 加碼 |
| Capital Investment Counsel, Inc | 72,399 | $1,031 萬 | 2.30% | +8,430+13.2% | 加碼 |
| Qube Research & Technologies Ltd | 72,231 | $1,029 萬 | 0.13% | +72,231 | 新進 |
| Umb Bank N A | 71,656 | $1,020 萬 | 0.23% | +1,268+1.8% | 加碼 |
| Cookson Peirce & Co Inc | 71,638 | $1,020 萬 | 0.63% | +71,638 | 新進 |
| Trillium Asset Management, LLC | 71,361 | $1,016 萬 | 0.28% | +1,936+2.8% | 加碼 |
| Cobalt Capital Management, Inc. | 70,000 | $996.8 萬 | 3.49% | +29,100+71.1% | 加碼 |
| Larson Financial Group LLC | 69,346 | $987.5 萬 | 2.29% | +68,720+10,977.6% | 加碼 |
| Bailard, Inc. | 68,924 | $981.5 萬 | 0.34% | +44,193+178.7% | 加碼 |
| Freestone Capital Holdings, LLC | 68,716 | $978.5 萬 | 0.49% | −660−1.0% | 減碼 |
| Managed Asset Portfolios, LLC | 68,657 | $977.7 萬 | 1.46% | +3,018+4.6% | 加碼 |
| Group One Trading, L.P. | 68,529 | $975.9 萬 | 0.19% | −7,329−9.7% | 減碼 |
| Neuberger Berman Group LLC | 78,644 | $972.1 萬 | 0.01% | +33,312+73.5% | 加碼 |
| Oppenheimer & Co Inc | 67,953 | $967.6 萬 | 0.17% | +2,318+3.5% | 加碼 |
| Lumbard & Kellner, LLC | 66,865 | $952.2 萬 | 3.69% | −110−0.2% | 減碼 |
| Meritage Portfolio Management | 66,706 | $949.9 萬 | 0.57% | +1,762+2.7% | 加碼 |
| Montag A & Associates Inc | 66,700 | $949.8 萬 | 0.50% | −1,164−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 69,332 | $948.3 萬 | 0.31% | −892−1.3% | 減碼 |