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 3,520 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1,193,427 | $1.57 億 | 0.76% | −69,000−5.5% | 減碼 |
| Polar Capital Holdings Plc | 1,234,498 | $1.63 億 | 0.96% | −61,676−4.8% | 減碼 |
| National Pension Service | 1,261,561 | $1.66 億 | 0.30% | −75,044−5.6% | 減碼 |
| AQR Capital Management LLC | 1,312,027 | $1.73 億 | 0.33% | −116,141−8.1% | 減碼 |
| HSBC Holdings PLC | 1,311,590 | $1.75 億 | 0.24% | −395,295−23.2% | 減碼 |
| Great West Life Assurance Co | 1,267,178 | $1.76 億 | 0.37% | −31,296−2.4% | 減碼 |
| Rafferty Asset Management, LLC | 1,401,909 | $1.85 億 | 1.10% | +50,958+3.8% | 加碼 |
| Agf Investments Inc. | 1,427,967 | $1.88 億 | 1.41% | +207,959+17.0% | 加碼 |
| Harding Loevner LP | 1,823,629 | $1.95 億 | 1.07% | −127,989−6.6% | 減碼 |
| Rhumbline Advisers | 1,523,887 | $2.01 億 | 0.26% | −10,385−0.7% | 減碼 |
| Vontobel Holding Ltd. | 1,479,774 | $2.01 億 | 1.74% | −138,617−8.6% | 減碼 |
| California State Teachers Retirement System | 1,529,606 | $2.02 億 | 0.27% | −97,176−6.0% | 減碼 |
| State of Wisconsin Investment Board | 1,743,816 | $2.30 億 | 0.48% | −203,985−10.5% | 減碼 |
| ProShare Advisors LLC | 1,744,883 | $2.30 億 | 0.49% | −151,154−8.0% | 減碼 |
| Close Asset Management Ltd | 1,491,648 | $2.35 億 | 8.37% | 00.0% | 不變 |
| Fred Alger Management, LLC | 1,808,097 | $2.38 億 | 0.76% | −1,817,000−50.1% | 減碼 |
| Janus Henderson Group PLC | 1,808,334 | $2.38 億 | 0.12% | +57,076+3.3% | 加碼 |
| California Public Employees Retirement System | 1,815,415 | $2.39 億 | 0.19% | −150,286−7.6% | 減碼 |
| Franklin Resources Inc | 1,964,757 | $2.59 億 | 0.10% | −59,837−3.0% | 減碼 |
| Egerton Capital (UK) LLP | 2,000,999 | $2.64 億 | 1.39% | +2,000,999 | 新進 |
| Credit Suisse AG | 2,057,557 | $2.71 億 | 0.23% | +16,886+0.8% | 加碼 |
| New York State Common Retirement Fund | 2,061,523 | $2.72 億 | 0.29% | −23,385−1.1% | 減碼 |
| Nordea Investment Management AB | 2,060,629 | $2.79 億 | 0.35% | −34,420−1.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 2,205,900 | $2.91 億 | 4.20% | +452,100+25.8% | 加碼 |
| FIL Ltd | 2,219,503 | $2.93 億 | 0.30% | −1,764−0.1% | 減碼 |
| Barclays PLC | 2,299,335 | $3.03 億 | 0.24% | −1,016,707−30.7% | 減碼 |
| Citigroup Inc | 2,469,533 | $3.25 億 | 0.34% | −87,033−3.4% | 減碼 |
| Wells Fargo & Company | 2,471,921 | $3.26 億 | 0.09% | −241,713−8.9% | 減碼 |
| First Trust Advisors LP | 2,513,755 | $3.31 億 | 0.34% | +335,342+15.4% | 加碼 |
| Boston Partners | 2,784,391 | $3.66 億 | 0.44% | −164,590−5.6% | 減碼 |
| Ensign Peak Advisors, Inc | 2,785,182 | $3.67 億 | 0.75% | −255,552−8.4% | 減碼 |
| Amundi | 3,057,677 | $3.74 億 | 0.25% | +385,688+14.4% | 加碼 |
| LSV Asset Management | 2,854,813 | $3.76 億 | 0.69% | −107,742−3.6% | 減碼 |
| Impax Asset Management Group plc | 2,971,873 | $3.92 億 | 1.62% | +2,715,914+1,061.1% | 加碼 |
| Matrix Capital Management Company, LP | 3,213,000 | $4.23 億 | 5.08% | +200,000+6.6% | 加碼 |
| UBS Group AG | 3,280,571 | $4.32 億 | 0.18% | +322,798+10.9% | 加碼 |
| Van Eck Associates Corp | 3,343,026 | $4.41 億 | 0.91% | +751,750+29.0% | 加碼 |
| Cantillon Capital Management LLC | 3,511,824 | $4.63 億 | 3.30% | +95,630+2.8% | 加碼 |
| American Century Companies Inc | 3,543,919 | $4.67 億 | 0.32% | +48,227+1.4% | 加碼 |
| Lazard Asset Management LLC | 3,779,943 | $4.98 億 | 0.58% | +465,323+14.0% | 加碼 |
| Fisher Asset Management, LLC | 3,783,152 | $4.99 億 | 0.29% | +240,542+6.8% | 加碼 |
| Swiss National Bank | 3,910,870 | $5.15 億 | 0.29% | +478,800+14.0% | 加碼 |
| Parametric Portfolio Associates LLC | 3,964,106 | $5.22 億 | 0.27% | −139,187−3.4% | 減碼 |
| Swedbank AB | 3,975,024 | $5.24 億 | 0.97% | +176,000+4.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,993,067 | $5.26 億 | 0.16% | +242,720+6.5% | 加碼 |
| Goldman Sachs Group Inc | 4,004,679 | $5.28 億 | 0.13% | +29,036+0.7% | 加碼 |
| Primecap Management Co | 4,184,783 | $5.52 億 | 0.42% | −170,800−3.9% | 減碼 |
| Alliancebernstein L.P. | 4,197,997 | $5.53 億 | 0.21% | −76,305−1.8% | 減碼 |
| Generation Investment Management LLP | 4,256,307 | $5.61 億 | 2.57% | −14,223−0.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,340,202 | $5.72 億 | 0.38% | −104,036−2.3% | 減碼 |
| Charles Schwab Investment Management Inc | 4,371,346 | $5.76 億 | 0.17% | +29,435+0.7% | 加碼 |
| Morgan Stanley | 4,544,015 | $5.99 億 | 0.08% | −579,479−11.3% | 減碼 |
| Capital Research Global Investors | 4,689,592 | $6.18 億 | 0.15% | −16,088−0.3% | 減碼 |
| Royal Bank of Canada | 4,690,451 | $6.18 億 | 0.16% | −119,935−2.5% | 減碼 |
| Vulcan Value Partners, LLC | 4,755,011 | $6.27 億 | 3.85% | −327,757−6.4% | 減碼 |
| JPMorgan Chase & Co | 4,773,445 | $6.29 億 | 0.08% | −101,504−2.1% | 減碼 |
| Massachusetts Financial Services Co | 4,826,856 | $6.36 億 | 0.19% | −795,431−14.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,299,319 | $6.98 億 | 1.07% | +3,292,335+164.0% | 加碼 |
| Pictet Asset Management SA | 5,452,638 | $7.19 億 | 0.82% | +611,227+12.6% | 加碼 |
| Allianz Asset Management GmbH | 5,828,409 | $7.68 億 | 0.60% | −498,861−7.9% | 減碼 |
| Deutsche Bank AG | 6,233,003 | $8.22 億 | 0.38% | −1,700,308−21.4% | 減碼 |
| Legal & General Group Plc | 6,940,413 | $9.15 億 | 0.28% | +265,983+4.0% | 加碼 |
| Parnassus Investments | 7,066,179 | $9.31 億 | 1.89% | +76,909+1.1% | 加碼 |
| Norges Bank | 7,176,913 | $9.46 億 | 0.21% | −111,375−1.5% | 減碼 |
| Davis Selected Advisers | 8,051,951 | $10.6 億 | 5.36% | −348,692−4.2% | 減碼 |
| UBS Asset Management Americas Inc | 8,067,376 | $10.6 億 | 0.46% | +671,666+9.1% | 加碼 |
| Price T Rowe Associates Inc | 8,967,761 | $11.8 億 | 0.12% | −6,503,453−42.0% | 減碼 |
| Invesco Ltd. | 9,096,983 | $12.0 億 | 0.31% | −1,028,137−10.2% | 減碼 |
| Ameriprise Financial Inc | 9,126,430 | $12.0 億 | 0.35% | +17,424+0.2% | 加碼 |
| Bank of America Corp | 9,657,147 | $12.7 億 | 0.13% | −79,786−0.8% | 減碼 |
| Nuveen Asset Management, LLC | 9,575,817 | $12.9 億 | 0.42% | +24,101+0.3% | 加碼 |
| Northern Trust Corp | 10,820,522 | $14.3 億 | 0.25% | −341,580−3.1% | 減碼 |
| Bank of New York Mellon Corp | 12,053,616 | $15.9 億 | 0.31% | −973,454−7.5% | 減碼 |
| Geode Capital Management, LLC | 17,118,564 | $22.5 億 | 0.28% | +102,249+0.6% | 加碼 |
| FMR LLC | 17,648,046 | $23.3 億 | 0.19% | −4,303,858−19.6% | 減碼 |
| Capital International Investors | 24,875,796 | $32.8 億 | 0.75% | +1,607,427+6.9% | 加碼 |
| Capital World Investors | 33,850,576 | $44.6 億 | 0.77% | +5,980,777+21.5% | 加碼 |
| State Street Corp | 40,177,420 | $53.0 億 | 0.26% | +192,537+0.5% | 加碼 |
| BlackRock Inc. | 71,465,562 | $94.2 億 | 0.25% | −379,210−0.5% | 減碼 |
| Vanguard Group Inc | 72,893,477 | $96.1 億 | 0.23% | −245,952−0.3% | 減碼 |
| Sofos Investments, Inc. | 792 | – | – | −3,604−82.0% | 減碼 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −1,889,195−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,574,858−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −810,628−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −739,097−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −715,000−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −500,430−100.0% | 清倉 |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −310,000−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −176,585−100.0% | 清倉 |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −165,092−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −159,369−100.0% | 清倉 |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −135,357−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −130,000−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −88,500−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −66,520−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −55,882−100.0% | 清倉 |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −38,580−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,852−100.0% | 清倉 |