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、3 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 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 | 3,519 | $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 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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 281,011 | $4,422 萬 | 1.79% | +937+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 270,974 | $4,264 萬 | 0.41% | +25,026+10.2% | 加碼 |
| Churchill Management Corp | 267,202 | $4,205 萬 | 0.59% | −7,730−2.8% | 減碼 |
| USS Investment Management Ltd | 266,465 | $4,193 萬 | 0.33% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 263,706 | $4,151 萬 | 0.28% | −362,945−57.9% | 減碼 |
| Impax Asset Management Group plc | 255,959 | $4,028 萬 | 0.15% | −56,248−18.0% | 減碼 |
| Grassi Investment Management | 252,766 | $3,978 萬 | 4.01% | −200−0.1% | 減碼 |
| Industrial Alliance Investment Management Inc. | 252,658 | $3,976 萬 | 0.92% | +252,658 | 新進 |
| Harbor Island Capital LLC | 251,889 | $3,964 萬 | 17.57% | −1,130−0.4% | 減碼 |
| Tredje AP-fonden | 250,731 | $3,946 萬 | 0.77% | −113,412−31.1% | 減碼 |
| Forsta Ap-Fonden | 250,100 | $3,936 萬 | 0.40% | +43,600+21.1% | 加碼 |
| Arizona State Retirement System | 247,295 | $3,891 萬 | 0.30% | −8,606−3.4% | 減碼 |
| Mercer Global Advisors Inc | 245,629 | $3,865 萬 | 0.24% | −14,812−5.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 243,875 | $3,853 萬 | 0.50% | +243,875 | 新進 |
| Advisor Group Holdings, Inc. | 241,912 | $3,810 萬 | 0.07% | +39,773+19.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 241,576 | $3,802 萬 | 0.05% | +95,000+64.8% | 加碼 |
| South Dakota Investment Council | 241,020 | $3,793 萬 | 0.63% | −11,490−4.6% | 減碼 |
| Handelsbanken Fonder AB | 237,424 | $3,736 萬 | 0.18% | −5,179−2.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 233,691 | $3,677 萬 | 0.32% | −19,147−7.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 229,451 | $3,611 萬 | 0.32% | −40,675−15.1% | 減碼 |
| Amalgamated Bank | 229,289 | $3,608 萬 | 0.27% | +20,065+9.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 229,250 | $3,608 萬 | 1.05% | +4,679+2.1% | 加碼 |
| North Growth Management Ltd. | 228,000 | $3,592 萬 | 5.97% | −21,000−8.4% | 減碼 |
| Grandfield & Dodd, LLC | 218,521 | $3,439 萬 | 2.21% | −995−0.5% | 減碼 |
| Berkshire Capital Holdings Inc | 218,000 | $3,430 萬 | 4.59% | +217,990+2,179,900.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 215,325 | $3,388 萬 | 1.86% | +215,325 | 新進 |
| Factory Mutual Insurance Co | 255,300 | $3,382 萬 | 0.49% | −24,115−8.6% | 減碼 |
| Clark Capital Management Group, Inc. | 214,225 | $3,371 萬 | 0.41% | −31,856−12.9% | 減碼 |
| Commonwealth Equity Services, LLC | 212,938 | $3,351 萬 | 0.08% | −880.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 208,018 | $3,286 萬 | 0.44% | +57,106+37.8% | 加碼 |
| Qube Research & Technologies Ltd | 208,704 | $3,284 萬 | 0.25% | +208,704 | 新進 |
| Zacks Investment Management | 208,284 | $3,278 萬 | 0.46% | +31,374+17.7% | 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 |
| State of Alaska, Department of Revenue | 206,715 | $3,253 萬 | 0.31% | +25,582+14.1% | 加碼 |
| PGGM Investments | 203,124 | $3,196 萬 | 0.16% | −26,847−11.7% | 減碼 |
| Westpac Banking Corp | 202,186 | $3,182 萬 | 0.33% | −14,900−6.9% | 減碼 |
| Creative Planning | 200,432 | $3,154 萬 | 0.05% | +390.0% | 加碼 |
| Avalon Investment & Advisory | 199,644 | $3,142 萬 | 0.77% | −9,197−4.4% | 減碼 |
| Clearbridge Investments, LLC | 198,847 | $3,129 萬 | 0.02% | −11,177−5.3% | 減碼 |
| MetLife Investment Management | 197,215 | $3,103 萬 | 0.25% | −6,252−3.1% | 減碼 |
| Norris Perne & French LLP | 197,120 | $3,102 萬 | 2.40% | −2,985−1.5% | 減碼 |
| Gabelli Funds LLC | 195,748 | $3,080 萬 | 0.19% | +35,676+22.3% | 加碼 |
| Broad Run Investment Management, LLC | 195,598 | $3,078 萬 | 1.90% | +29,449+17.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 192,750 | $3,033 萬 | 1.12% | −47,907−19.9% | 減碼 |
| MAI Capital Management | 192,170 | $3,024 萬 | 0.49% | +7,330+4.0% | 加碼 |
| Huntington National Bank | 191,176 | $3,008 萬 | 0.27% | −131,399−40.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 189,654 | $2,985 萬 | 0.06% | +3,673+2.0% | 加碼 |
| Peapack Gladstone Financial Corp | 189,573 | $2,983 萬 | 0.56% | −555−0.3% | 減碼 |
| CIBC Asset Management Inc | 188,066 | $2,959 萬 | 0.11% | +14,377+8.3% | 加碼 |
| Eastern Bank | 187,607 | $2,952 萬 | 1.29% | +2,981+1.6% | 加碼 |
| Busey Wealth Management | 186,825 | $2,940 萬 | 1.11% | −45,326−19.5% | 減碼 |
| Guinness Asset Management LTD | 183,619 | $2,889 萬 | 1.13% | +8,974+5.1% | 加碼 |
| Natixis Advisors, L.P. | 182,141 | $2,866 萬 | 0.11% | +14,983+9.0% | 加碼 |
| Hancock Whitney Corp | 180,390 | $2,839 萬 | 0.89% | −980−0.5% | 減碼 |
| Xponance, Inc. | 178,116 | $2,803 萬 | 0.44% | −11,863−6.2% | 減碼 |
| Cardinal Capital Management, Inc. | 177,962 | $2,800 萬 | 1.31% | +1,026+0.6% | 加碼 |
| LMR Partners LLP | 176,585 | $2,779 萬 | 0.37% | +176,585 | 新進 |
| Virginia Retirement Systems Et Al | 174,900 | $2,752 萬 | 0.25% | 00.0% | 不變 |
| National Bank of Canada | 171,424 | $2,698 萬 | 0.11% | +171,424 | 新進 |
| Boston Trust Walden Corp | 171,175 | $2,694 萬 | 0.22% | +171,175 | 新進 |
| Baird Financial Group, Inc. | 170,679 | $2,686 萬 | 0.06% | −5,841−3.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 166,570 | $2,621 萬 | 2.69% | −1,427−0.8% | 減碼 |
| Cavalry Management Group, LLC | 165,092 | $2,598 萬 | 3.01% | +165,092 | 新進 |
| Shelton Capital Management | 164,760 | $2,593 萬 | 0.92% | +1,882+1.2% | 加碼 |
| BancorpSouth Bank | 164,719 | $2,592 萬 | 3.23% | +730+0.4% | 加碼 |
| Utah Retirement Systems | 163,707 | $2,576 萬 | 0.32% | −2,100−1.3% | 減碼 |
| Analog Century Management LP | 162,848 | $2,563 萬 | 6.98% | −1,500−0.9% | 減碼 |
| Rheos Capital Works Inc. | 162,000 | $2,549 萬 | 1.11% | 00.0% | 不變 |
| Nicholas Company, Inc. | 160,930 | $2,532 萬 | 0.41% | 00.0% | 不變 |
| ING Groep NV | 160,046 | $2,519 萬 | 0.23% | −253,462−61.3% | 減碼 |
| Chiron Investment Management, LLC | 159,369 | $2,508 萬 | 2.86% | +157,550+8,661.4% | 加碼 |
| CIBC World Markets Inc. | 157,656 | $2,481 萬 | 0.08% | −34,205−17.8% | 減碼 |
| AO Asset Management, LP | 157,600 | $2,480 萬 | 2.41% | +81,400+106.8% | 加碼 |
| McGuire Investment Group, LLC | 157,512 | $2,479 萬 | 4.08% | −1,640−1.0% | 減碼 |
| Cohen Capital Management, Inc. | 156,739 | $2,467 萬 | 4.04% | −520−0.3% | 減碼 |
| Capital Advisors Inc | 155,082 | $2,440 萬 | 0.65% | +3,651+2.4% | 加碼 |
| Yousif Capital Management, LLC | 154,437 | $2,430 萬 | 0.25% | +154,437 | 新進 |
| Public Employees Retirement Association of Colorado | 153,015 | $2,408 萬 | 0.10% | −7,443−4.6% | 減碼 |
| DnB Asset Management AS | 152,600 | $2,401 萬 | 0.14% | +4,342+2.9% | 加碼 |
| CWM, LLC | 152,289 | $2,396 萬 | 0.17% | +152,289 | 新進 |
| Public Sector Pension Investment Board | 150,661 | $2,371 萬 | 0.13% | −3,500−2.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 150,561 | $2,369 萬 | 0.33% | −37,273−19.8% | 減碼 |
| Curi Capital | 148,094 | $2,330 萬 | 4.02% | +148,094 | 新進 |
| Osterweis Capital Management Inc | 147,585 | $2,322 萬 | 1.16% | −62,885−29.9% | 減碼 |
| Burney Co | 147,486 | $2,321 萬 | 1.00% | −3,942−2.6% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 167,000 | $2,311 萬 | 2.54% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 144,771 | $2,278 萬 | 0.49% | −25,749−15.1% | 減碼 |
| Comerica Bank | 170,560 | $2,268 萬 | 0.17% | −1,650−1.0% | 減碼 |
| Metropolitan Life Insurance Co | 143,310 | $2,255 萬 | 0.31% | −5,464−3.7% | 減碼 |
| Macquarie Group Ltd | 143,133 | $2,252 萬 | 0.02% | −43,311−23.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 142,057 | $2,235 萬 | 0.59% | +54,666+62.6% | 加碼 |
| Swiss Life Asset Management Ltd | 141,613 | $2,229 萬 | 0.29% | −11,480−7.5% | 減碼 |
| Shell Asset Management Co | 141,579 | $2,228 萬 | 0.46% | +14,781+11.7% | 加碼 |
| Washington Trust Bank | 138,415 | $2,178 萬 | 2.11% | −2,517−1.8% | 減碼 |
| Keybank National Association | 137,664 | $2,166 萬 | 0.09% | +250.0% | 加碼 |
| APG Asset Management N.V. | 156,335 | $2,163 萬 | 0.04% | −26,100−14.3% | 減碼 |
| Zweig-DiMenna Associates LLC | 137,126 | $2,158 萬 | 1.74% | −21,830−13.7% | 減碼 |
| Palisade Capital Management LLC | 136,379 | $2,146 萬 | 0.43% | −6,890−4.8% | 減碼 |
| Mariner, LLC | 136,087 | $2,142 萬 | 0.09% | +36,789+37.0% | 加碼 |