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。
2022 年第 1 季 13F 持有人
Applied Materials Inc 在 2022/3/31 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
- 1,781
- 較 2021 年第 4 季 −40 家
- 持有股數
- 6.84 億
- 較 2021 年第 4 季 −1,204 萬 (−1.7%)
- 總市值
- $899.4 億
- 較 2021 年第 4 季 −$194.9 億 (−17.8%)
- 新進機構
- 138
- 另有 711 家加碼
- 清倉機構
- 178
- 另有 686 家減碼
另有 25 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 150,710 | $1,986 萬 | 0.64% | +150,710 | 新進 |
| North Growth Management Ltd. | 151,000 | $1,993 萬 | 3.68% | −77,000−33.8% | 減碼 |
| Yousif Capital Management, LLC | 151,556 | $1,998 萬 | 0.22% | −2,881−1.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 153,580 | $2,024 萬 | 0.45% | +8,809+6.1% | 加碼 |
| Mariner, LLC | 154,387 | $2,035 萬 | 0.08% | +18,300+13.4% | 加碼 |
| Baird Financial Group, Inc. | 156,519 | $2,063 萬 | 0.05% | −14,160−8.3% | 減碼 |
| Cohen Capital Management, Inc. | 156,739 | $2,066 萬 | 3.62% | 00.0% | 不變 |
| Utah Retirement Systems | 158,207 | $2,085 萬 | 0.28% | −5,500−3.4% | 減碼 |
| McGuire Investment Group, LLC | 158,315 | $2,087 萬 | 3.83% | +803+0.5% | 加碼 |
| Bragg Financial Advisors, Inc | 158,595 | $2,090 萬 | 1.22% | −2,708−1.7% | 減碼 |
| Public Sector Pension Investment Board | 161,201 | $2,125 萬 | 0.13% | +10,540+7.0% | 加碼 |
| Analog Century Management LP | 161,548 | $2,129 萬 | 7.23% | −1,300−0.8% | 減碼 |
| Rheos Capital Works Inc. | 162,000 | $2,135 萬 | 1.03% | 00.0% | 不變 |
| DnB Asset Management AS | 162,118 | $2,137 萬 | 0.13% | +9,518+6.2% | 加碼 |
| Shelton Capital Management | 164,039 | $2,162 萬 | 0.80% | −721−0.4% | 減碼 |
| BancorpSouth Bank | 164,906 | $2,174 萬 | 2.71% | +187+0.1% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 167,070 | $2,202 萬 | 2.32% | +500+0.3% | 加碼 |
| LMCG Investments, LLC | 168,423 | $2,220 萬 | 1.29% | +168,423 | 新進 |
| Clark Capital Management Group, Inc. | 172,235 | $2,270 萬 | 0.25% | −41,990−19.6% | 減碼 |
| Henshaw Capital LLC | 173,300 | $2,284 萬 | 1.34% | +45,000+35.1% | 加碼 |
| Mizuho Markets Cayman LP | 175,721 | $2,316 萬 | 2.47% | +97,256+123.9% | 加碼 |
| Xponance, Inc. | 178,216 | $2,349 萬 | 0.39% | +100+0.1% | 加碼 |
| Hancock Whitney Corp | 178,927 | $2,358 萬 | 0.80% | −1,463−0.8% | 減碼 |
| Busey Wealth Management | 180,121 | $2,374 萬 | 0.95% | −6,704−3.6% | 減碼 |
| Dundas Partners LLP | 180,329 | $2,377 萬 | 2.16% | +62,154+52.6% | 加碼 |
| South Dakota Investment Council | 180,732 | $2,382 萬 | 0.47% | −60,288−25.0% | 減碼 |
| Cardinal Capital Management, Inc. | 184,605 | $2,433 萬 | 1.18% | +6,643+3.7% | 加碼 |
| Zacks Investment Management | 187,698 | $2,474 萬 | 0.34% | −20,586−9.9% | 減碼 |
| Guinness Asset Management LTD | 187,745 | $2,475 萬 | 0.92% | +4,126+2.2% | 加碼 |
| Clearbridge Investments, LLC | 187,797 | $2,475 萬 | 0.02% | −11,050−5.6% | 減碼 |
| Squarepoint Ops LLC | 187,918 | $2,477 萬 | 0.18% | +162,272+632.7% | 加碼 |
| MAI Capital Management | 189,027 | $2,491 萬 | 0.42% | −3,143−1.6% | 減碼 |
| CIBC Asset Management Inc | 191,025 | $2,518 萬 | 0.09% | +2,959+1.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 191,986 | $2,531 萬 | 0.05% | +2,332+1.2% | 加碼 |
| Peapack Gladstone Financial Corp | 192,153 | $2,535 萬 | 0.50% | +2,580+1.4% | 加碼 |
| Natixis | 193,940 | $2,556 萬 | 0.09% | +100,274+107.1% | 加碼 |
| Boston Trust Walden Corp | 195,295 | $2,574 萬 | 0.21% | +24,120+14.1% | 加碼 |
| Capital Advisors Inc | 196,463 | $2,589 萬 | 0.71% | +41,381+26.7% | 加碼 |
| Westpac Banking Corp | 196,979 | $2,596 萬 | 0.30% | −5,207−2.6% | 減碼 |
| Boston Common Asset Management, LLC | 197,141 | $2,598 萬 | 1.12% | −83,870−29.8% | 減碼 |
| Gabelli Funds LLC | 197,816 | $2,607 萬 | 0.17% | +2,068+1.1% | 加碼 |
| State of Alaska, Department of Revenue | 198,578 | $2,617 萬 | 0.28% | −8,137−3.9% | 減碼 |
| Macquarie Group Ltd | 202,341 | $2,667 萬 | 0.02% | +59,208+41.4% | 加碼 |
| Tesco Pension Investment Ltd | 202,986 | $2,675 萬 | 0.65% | +202,986 | 新進 |
| Avalon Investment & Advisory | 207,217 | $2,731 萬 | 0.66% | +7,573+3.8% | 加碼 |
| Phoenix Holdings Ltd. | 211,826 | $2,798 萬 | 0.49% | +193,001+1,025.2% | 加碼 |
| Norris Perne & French LLP | 214,375 | $2,826 萬 | 2.28% | +17,255+8.8% | 加碼 |
| Advisor Group Holdings, Inc. | 226,468 | $2,828 萬 | 0.06% | −15,444−6.4% | 減碼 |
| Grandfield & Dodd, LLC | 217,199 | $2,863 萬 | 1.94% | −1,322−0.6% | 減碼 |
| Cambiar Investors LLC | 217,631 | $2,868 萬 | 1.08% | −193,633−47.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 219,214 | $2,889 萬 | 0.28% | −10,237−4.5% | 減碼 |
| Bridgewater Associates, LP | 221,565 | $2,920 萬 | 0.12% | +221,565 | 新進 |
| Varma Mutual Pension Insurance Co | 225,000 | $2,966 萬 | 0.34% | +225,000 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 225,372 | $2,970 萬 | 0.29% | −8,319−3.6% | 減碼 |
| Commonwealth Equity Services, LLC | 226,638 | $2,987 萬 | 0.07% | +13,700+6.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 226,816 | $2,989 萬 | 0.94% | −2,434−1.1% | 減碼 |
| Broad Run Investment Management, LLC | 227,366 | $2,997 萬 | 2.12% | +31,768+16.2% | 加碼 |
| Handelsbanken Fonder AB | 229,564 | $3,026 萬 | 0.17% | −7,860−3.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 239,545 | $3,139 萬 | 0.42% | +31,527+15.2% | 加碼 |
| Amalgamated Bank | 238,178 | $3,139 萬 | 0.24% | +8,889+3.9% | 加碼 |
| Amalgamated Financial Corp. | 238,178 | $3,139 萬 | 0.25% | +238,178 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 239,270 | $3,154 萬 | 0.42% | −4,605−1.9% | 減碼 |
| Industrial Alliance Investment Management Inc. | 240,006 | $3,162 萬 | 0.75% | −12,652−5.0% | 減碼 |
| Millennium Management LLC | 240,579 | $3,171 萬 | 0.04% | −148,043−38.1% | 減碼 |
| Forsta Ap-Fonden | 242,100 | $3,191 萬 | 0.36% | −8,000−3.2% | 減碼 |
| PGGM Investments | 203,124 | $3,196 萬 | 0.16% | 00.0% | 不變 |
| Arizona State Retirement System | 247,763 | $3,266 萬 | 0.26% | +468+0.2% | 加碼 |
| Mercer Global Advisors Inc | 249,494 | $3,288 萬 | 0.19% | +3,865+1.6% | 加碼 |
| Assenagon Asset Management S.A. | 253,265 | $3,338 萬 | 0.11% | −1,265,761−83.3% | 減碼 |
| Natixis Advisors, L.P. | 253,402 | $3,340 萬 | 0.13% | +71,261+39.1% | 加碼 |
| Assetmark, Inc | 254,541 | $3,355 萬 | 0.14% | +241,303+1,822.8% | 加碼 |
| Tredje AP-fonden | 254,772 | $3,358 萬 | 0.69% | +4,041+1.6% | 加碼 |
| Factory Mutual Insurance Co | 255,300 | $3,365 萬 | 0.46% | 00.0% | 不變 |
| SEI Investments Co | 254,706 | $3,380 萬 | 0.07% | −133,485−34.4% | 減碼 |
| Churchill Management Corp | 258,192 | $3,403 萬 | 0.60% | −9,010−3.4% | 減碼 |
| Harbor Island Capital LLC | 259,482 | $3,420 萬 | 16.42% | +7,593+3.0% | 加碼 |
| Citadel Advisors LLC | 260,079 | $3,428 萬 | 0.04% | −90,255−25.8% | 減碼 |
| Aviva PLC | 262,985 | $3,466 萬 | 0.17% | −21,903−7.7% | 減碼 |
| Nicholas Company, Inc. | 267,330 | $3,523 萬 | 0.63% | +106,400+66.1% | 加碼 |
| Gateway Investment Advisers LLC | 268,266 | $3,536 萬 | 0.35% | −2,708−1.0% | 減碼 |
| AMF Pensionsforsakring AB | 268,563 | $3,541 萬 | 0.26% | +4,857+1.8% | 加碼 |
| Grassi Investment Management | 269,066 | $3,546 萬 | 3.74% | +16,300+6.4% | 加碼 |
| USS Investment Management Ltd | 274,682 | $3,617 萬 | 0.30% | +8,217+3.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 275,996 | $3,638 萬 | 0.13% | −18,685−6.3% | 減碼 |
| MetLife Investment Management | 279,032 | $3,678 萬 | 0.24% | +81,817+41.5% | 加碼 |
| State of Michigan Retirement System | 279,355 | $3,682 萬 | 0.21% | −3,305−1.2% | 減碼 |
| Sit Investment Associates Inc | 282,136 | $3,719 萬 | 1.00% | −8,745−3.0% | 減碼 |
| Oxbow Capital Management (HK) Ltd | 291,000 | $3,835 萬 | 12.53% | 00.0% | 不變 |
| Twin Tree Management, LP | 293,665 | $3,871 萬 | 0.76% | +293,665 | 新進 |
| Employees Retirement System of Texas | 297,000 | $3,915 萬 | 0.47% | 00.0% | 不變 |
| Ci Investments Inc. | 298,396 | $3,933 萬 | 0.14% | +15,623+5.5% | 加碼 |
| Jane Street Group, LLC | 298,993 | $3,941 萬 | 0.07% | −42,172−12.4% | 減碼 |
| Nisa Investment Advisors, LLC | 304,478 | $4,013 萬 | 0.28% | +304,478 | 新進 |
| Signature Estate & Investment Advisors LLC | 304,633 | $4,015 萬 | 1.84% | +21,598+7.6% | 加碼 |
| Marshall Wace, LLP | 307,607 | $4,054 萬 | 0.08% | +236,787+334.4% | 加碼 |
| LPL Financial LLC | 312,373 | $4,117 萬 | 0.04% | +11,768+3.9% | 加碼 |
| M&T Bank Corp | 315,440 | $4,158 萬 | 0.18% | +8,837+2.9% | 加碼 |
| Pinebridge Investments, L.P. | 319,001 | $4,204 萬 | 0.45% | +9,252+3.0% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $4,219 萬 | 2.06% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 321,031 | $4,231 萬 | 0.10% | −119,675−27.2% | 減碼 |