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 4 季 13F 持有人
Applied Materials Inc 在 2021/12/31 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
- 1,846
- 較 2021 年第 3 季 +239 家
- 持有股數
- 6.96 億
- 較 2021 年第 3 季 −305.8 萬 (−0.4%)
- 總市值
- $1,095 億
- 較 2021 年第 3 季 +$194.9 億 (+21.6%)
- 新進機構
- 328
- 另有 650 家加碼
- 清倉機構
- 89
- 另有 599 家減碼
另有 31 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 192,750 | $3,033 萬 | 1.12% | −47,907−19.9% | 減碼 |
| Broad Run Investment Management, LLC | 195,598 | $3,078 萬 | 1.90% | +29,449+17.7% | 加碼 |
| Gabelli Funds LLC | 195,748 | $3,080 萬 | 0.19% | +35,676+22.3% | 加碼 |
| Norris Perne & French LLP | 197,120 | $3,102 萬 | 2.40% | −2,985−1.5% | 減碼 |
| MetLife Investment Management | 197,215 | $3,103 萬 | 0.25% | −6,252−3.1% | 減碼 |
| Clearbridge Investments, LLC | 198,847 | $3,129 萬 | 0.02% | −11,177−5.3% | 減碼 |
| Avalon Investment & Advisory | 199,644 | $3,142 萬 | 0.77% | −9,197−4.4% | 減碼 |
| Creative Planning | 200,432 | $3,154 萬 | 0.05% | +390.0% | 加碼 |
| Westpac Banking Corp | 202,186 | $3,182 萬 | 0.33% | −14,900−6.9% | 減碼 |
| PGGM Investments | 203,124 | $3,196 萬 | 0.16% | −26,847−11.7% | 減碼 |
| State of Alaska, Department of Revenue | 206,715 | $3,253 萬 | 0.31% | +25,582+14.1% | 加碼 |
| Noked Capital LTD | 207,590 | $3,267 萬 | 8.05% | −145,860−41.3% | 減碼 |
| Noked Israel Ltd | 207,590 | $3,267 萬 | 8.05% | −145,860−41.3% | 減碼 |
| Zacks Investment Management | 208,284 | $3,278 萬 | 0.46% | +31,374+17.7% | 加碼 |
| Qube Research & Technologies Ltd | 208,704 | $3,284 萬 | 0.25% | +208,704 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 208,018 | $3,286 萬 | 0.44% | +57,106+37.8% | 加碼 |
| Commonwealth Equity Services, LLC | 212,938 | $3,351 萬 | 0.08% | −880.0% | 減碼 |
| Clark Capital Management Group, Inc. | 214,225 | $3,371 萬 | 0.41% | −31,856−12.9% | 減碼 |
| Factory Mutual Insurance Co | 255,300 | $3,382 萬 | 0.49% | −24,115−8.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 215,325 | $3,388 萬 | 1.86% | +215,325 | 新進 |
| Berkshire Capital Holdings Inc | 218,000 | $3,430 萬 | 4.59% | +217,990+2,179,900.0% | 加碼 |
| Grandfield & Dodd, LLC | 218,521 | $3,439 萬 | 2.21% | −995−0.5% | 減碼 |
| North Growth Management Ltd. | 228,000 | $3,592 萬 | 5.97% | −21,000−8.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 229,250 | $3,608 萬 | 1.05% | +4,679+2.1% | 加碼 |
| Amalgamated Bank | 229,289 | $3,608 萬 | 0.27% | +20,065+9.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 229,451 | $3,611 萬 | 0.32% | −40,675−15.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 233,691 | $3,677 萬 | 0.32% | −19,147−7.6% | 減碼 |
| Handelsbanken Fonder AB | 237,424 | $3,736 萬 | 0.18% | −5,179−2.1% | 減碼 |
| South Dakota Investment Council | 241,020 | $3,793 萬 | 0.63% | −11,490−4.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 241,576 | $3,802 萬 | 0.05% | +95,000+64.8% | 加碼 |
| Advisor Group Holdings, Inc. | 241,912 | $3,810 萬 | 0.07% | +39,773+19.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 243,875 | $3,853 萬 | 0.50% | +243,875 | 新進 |
| Mercer Global Advisors Inc | 245,629 | $3,865 萬 | 0.24% | −14,812−5.7% | 減碼 |
| Arizona State Retirement System | 247,295 | $3,891 萬 | 0.30% | −8,606−3.4% | 減碼 |
| Forsta Ap-Fonden | 250,100 | $3,936 萬 | 0.40% | +43,600+21.1% | 加碼 |
| Tredje AP-fonden | 250,731 | $3,946 萬 | 0.77% | −113,412−31.1% | 減碼 |
| Harbor Island Capital LLC | 251,889 | $3,964 萬 | 17.57% | −1,130−0.4% | 減碼 |
| Industrial Alliance Investment Management Inc. | 252,658 | $3,976 萬 | 0.92% | +252,658 | 新進 |
| Grassi Investment Management | 252,766 | $3,978 萬 | 4.01% | −200−0.1% | 減碼 |
| Impax Asset Management Group plc | 255,959 | $4,028 萬 | 0.15% | −56,248−18.0% | 減碼 |
| AMF Pensionsforsakring AB | 263,706 | $4,151 萬 | 0.28% | −362,945−57.9% | 減碼 |
| USS Investment Management Ltd | 266,465 | $4,193 萬 | 0.33% | 00.0% | 不變 |
| Churchill Management Corp | 267,202 | $4,205 萬 | 0.59% | −7,730−2.8% | 減碼 |
| Gateway Investment Advisers LLC | 270,974 | $4,264 萬 | 0.41% | +25,026+10.2% | 加碼 |
| Boston Common Asset Management, LLC | 281,011 | $4,422 萬 | 1.79% | +937+0.3% | 加碼 |
| State of Michigan Retirement System | 282,660 | $4,448 萬 | 0.23% | +32,636+13.1% | 加碼 |
| Ci Investments Inc. | 282,773 | $4,450 萬 | 0.15% | +5,562+2.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 283,035 | $4,454 萬 | 2.00% | −19,983−6.6% | 減碼 |
| Aviva PLC | 284,888 | $4,483 萬 | 0.19% | +4,715+1.7% | 加碼 |
| Sit Investment Associates Inc | 290,881 | $4,577 萬 | 1.08% | −27,935−8.8% | 減碼 |
| Oxbow Capital Management (HK) Ltd | 291,000 | $4,579 萬 | 19.78% | +291,000 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 294,681 | $4,637 萬 | 0.15% | −156,301−34.7% | 減碼 |
| Employees Retirement System of Texas | 297,000 | $4,674 萬 | 0.52% | −2,900−1.0% | 減碼 |
| Schroder Investment Management Group | 298,121 | $4,691 萬 | 0.06% | −65,024−17.9% | 減碼 |
| LPL Financial LLC | 300,605 | $4,730 萬 | 0.04% | +20,540+7.3% | 加碼 |
| M&T Bank Corp | 306,603 | $4,825 萬 | 0.20% | −619−0.2% | 減碼 |
| Pinebridge Investments, L.P. | 309,749 | $4,874 萬 | 0.50% | +39,203+14.5% | 加碼 |
| NN Investment Partners Holdings N.V. | 309,791 | $4,875 萬 | 0.24% | +31,987+11.5% | 加碼 |
| Hitchwood Capital Management LP | 310,000 | $4,878 萬 | 2.28% | +310,000 | 新進 |
| First Republic Investment Management, Inc. | 311,127 | $4,896 萬 | 0.11% | −19,326−5.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 317,019 | $4,989 萬 | 0.08% | +6,310+2.0% | 加碼 |
| MUFG Americas Holdings Corp | 317,634 | $4,998 萬 | 0.94% | −40,393−11.3% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $5,038 萬 | 2.34% | 00.0% | 不變 |
| Mackenzie Financial Corp | 334,302 | $5,261 萬 | 0.07% | +19,136+6.1% | 加碼 |
| Jane Street Group, LLC | 341,165 | $5,369 萬 | 0.10% | −130,826−27.7% | 減碼 |
| Earnest Partners LLC | 343,918 | $5,412 萬 | 0.31% | −104,252−23.3% | 減碼 |
| Neuberger Berman Group LLC | 355,654 | $5,460 萬 | 0.04% | +159,258+81.1% | 加碼 |
| Citadel Advisors LLC | 350,334 | $5,513 萬 | 0.06% | −291,170−45.4% | 減碼 |
| Standard Life Aberdeen plc | 355,456 | $5,594 萬 | 0.12% | −35,370−9.1% | 減碼 |
| Teacher Retirement System of Texas | 356,282 | $5,607 萬 | 0.25% | −49,359−12.2% | 減碼 |
| American International Group, Inc. | 358,326 | $5,639 萬 | 0.28% | −658−0.2% | 減碼 |
| Bank of Nova Scotia | 365,022 | $5,744 萬 | 0.08% | −42,031−10.3% | 減碼 |
| US Bancorp | 375,455 | $5,908 萬 | 0.09% | −2,821−0.7% | 減碼 |
| Nomura Asset Management Co Ltd | 380,408 | $5,986 萬 | 0.30% | +31,839+9.1% | 加碼 |
| Treasurer of the State of North Carolina | 382,966 | $6,026 萬 | 0.32% | −3,670−0.9% | 減碼 |
| Erste Asset Management GmbH | 377,132 | $6,032 萬 | 1.09% | +55,628+17.3% | 加碼 |
| Millennium Management LLC | 388,622 | $6,115 萬 | 0.07% | −49,780−11.4% | 減碼 |
| SEI Investments Co | 388,191 | $6,116 萬 | 0.11% | +17,610+4.8% | 加碼 |
| Tocqueville Asset Management L.P. | 397,661 | $6,258 萬 | 0.86% | −11,030−2.7% | 減碼 |
| Brewin Dolphin Ltd | 405,323 | $6,378 萬 | 2.80% | −21,901−5.1% | 減碼 |
| Cambiar Investors LLC | 411,264 | $6,472 萬 | 2.22% | −14,112−3.3% | 減碼 |
| Susquehanna International Group, LLP | 423,042 | $6,657 萬 | 0.10% | −273,496−39.3% | 減碼 |
| Asset Management One Co.,Ltd. | 416,736 | $6,704 萬 | 0.23% | −14,500−3.4% | 減碼 |
| Eaton Vance Management | 426,604 | $6,713 萬 | 0.08% | +997+0.2% | 加碼 |
| Canada Pension Plan Investment Board | 428,873 | $6,749 萬 | 0.07% | +200,206+87.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 440,706 | $6,935 萬 | 0.15% | −127,386−22.4% | 減碼 |
| Railway Pension Investments Ltd | 442,868 | $6,969 萬 | 0.52% | −8,400−1.9% | 減碼 |
| HighTower Advisors, LLC | 444,237 | $6,992 萬 | 0.15% | +19,114+4.5% | 加碼 |
| Wedge Capital Management L L P | 445,076 | $7,004 萬 | 0.87% | −43,303−8.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 448,708 | $7,061 萬 | 1.07% | 00.0% | 不變 |
| Voya Investment Management LLC | 449,177 | $7,068 萬 | 0.14% | +19,642+4.6% | 加碼 |
| Fifth Third Bancorp | 472,153 | $7,430 萬 | 0.29% | +52,414+12.5% | 加碼 |
| Epoch Investment Partners, Inc. | 473,378 | $7,449 萬 | 0.38% | −69,293−12.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 478,992 | $7,537 萬 | 0.06% | +16,210+3.5% | 加碼 |
| Guggenheim Capital LLC | 497,852 | $7,834 萬 | 0.41% | +37,600+8.2% | 加碼 |
| Artemis Investment Management LLP | 500,430 | $7,867 萬 | 0.57% | +10,950+2.2% | 加碼 |
| Ardevora Asset Management LLP | 501,969 | $7,899 萬 | 0.84% | −39,400−7.3% | 減碼 |
| Argent Capital Management LLC | 524,052 | $8,247 萬 | 2.38% | −419−0.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 529,689 | $8,335 萬 | 0.24% | −12,714−2.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 530,919 | $8,355 萬 | 0.92% | −196,882−27.1% | 減碼 |