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 2 季 13F 持有人
Applied Materials Inc 在 2022/6/30 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
- 1,631
- 較 2022 年第 1 季 −118 家
- 持有股數
- 6.63 億
- 較 2022 年第 1 季 −1,488 萬 (−2.2%)
- 總市值
- $603.9 億
- 較 2022 年第 1 季 −$288.2 億 (−32.3%)
- 新進機構
- 104
- 另有 669 家加碼
- 清倉機構
- 222
- 另有 616 家減碼
另有 32 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | 3,520 | $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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 56,084 | $510.3 萬 | 0.11% | +7,394+15.2% | 加碼 |
| Kerrisdale Advisers, LLC | 56,333 | $512.5 萬 | 1.61% | +56,333 | 新進 |
| Captrust Financial Advisors | 56,367 | $512.8 萬 | 0.03% | +4,966+9.7% | 加碼 |
| NewEdge Wealth, LLC | 56,728 | $516.1 萬 | 0.23% | +3,285+6.1% | 加碼 |
| Bridgeway Capital Management, LLC | 57,350 | $521.8 萬 | 0.12% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 57,400 | $522.2 萬 | 0.05% | −1,083−1.9% | 減碼 |
| Cerity Partners LLC | 57,895 | $523.1 萬 | 0.06% | +23,316+67.4% | 加碼 |
| Ieq Capital, LLC | 57,701 | $525.0 萬 | 0.16% | +4,537+8.5% | 加碼 |
| AlphaCrest Capital Management LLC | 58,338 | $530.8 萬 | 0.26% | +12,834+28.2% | 加碼 |
| Cornerstone Advisors, LLC | 59,000 | $536.8 萬 | 0.28% | 00.0% | 不變 |
| Claudia M.P. Batlle, CRP (R) LLC | 59,177 | $538.4 萬 | 2.42% | +2,947+5.2% | 加碼 |
| Annex Advisory Services, LLC | 59,411 | $540.5 萬 | 0.39% | +7,030+13.4% | 加碼 |
| Azzad Asset Management Inc | 73,019 | $543.8 萬 | 0.54% | +39,769+119.6% | 加碼 |
| Blume Capital Management, Inc. | 59,916 | $545.1 萬 | 2.16% | +18,893+46.1% | 加碼 |
| Oppenheimer & Co Inc | 60,195 | $547.6 萬 | 0.12% | −5,513−8.4% | 減碼 |
| Montag A & Associates Inc | 60,688 | $552.1 萬 | 0.36% | −25,476−29.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,733 | $552.5 萬 | 0.13% | +2,538+4.4% | 加碼 |
| Capital International Sarl | 60,989 | $554.9 萬 | 0.44% | −3,154−4.9% | 減碼 |
| Calamos Wealth Management LLC | 61,134 | $556.2 萬 | 0.49% | +140+0.2% | 加碼 |
| Conning Inc. | 61,396 | $558.6 萬 | 0.17% | +5,012+8.9% | 加碼 |
| Burney Co | 62,037 | $564.4 萬 | 0.30% | −3,985−6.0% | 減碼 |
| Cantor Fitzgerald, L. P. | 62,174 | $565.7 萬 | 0.11% | +62,174 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 63,097 | $574.1 萬 | 0.13% | −32,000−33.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 63,314 | $576.0 萬 | 0.50% | −2,300−3.5% | 減碼 |
| Capital Investment Counsel, Inc | 63,751 | $580.0 萬 | 1.45% | +247+0.4% | 加碼 |
| Traynor Capital Management, Inc. | 64,635 | $588.0 萬 | 1.02% | −21,840−25.3% | 減碼 |
| Kemnay Advisory Services Inc. | 65,041 | $591.7 萬 | 1.44% | +65,041 | 新進 |
| Kentucky Retirement Systems | 65,565 | $596.5 萬 | 0.25% | +8,964+15.8% | 加碼 |
| J. Goldman & Co LP | 66,000 | $600.5 萬 | 0.47% | +66,000 | 新進 |
| Central Bank & Trust Co | 67,555 | $614.6 萬 | 1.25% | −2,569−3.7% | 減碼 |
| Coronation Fund Managers Ltd. | 67,632 | $615.3 萬 | 0.34% | +31,062+84.9% | 加碼 |
| Maryland State Retirement & Pension System | 67,939 | $618.1 萬 | 0.20% | −678−1.0% | 減碼 |
| Virtu Financial LLC | 68,014 | $618.8 萬 | 0.53% | +40,662+148.7% | 加碼 |
| Cetera Advisor Networks LLC | 68,392 | $622.2 萬 | 0.08% | +2,967+4.5% | 加碼 |
| Trexquant Investment LP | 68,416 | $622.4 萬 | 0.28% | +68,416 | 新進 |
| Bailard, Inc. | 69,111 | $628.8 萬 | 0.25% | −4,147−5.7% | 減碼 |
| Ossiam | 69,402 | $631.4 萬 | 0.19% | +68,031+4,962.1% | 加碼 |
| MML Investors Services, LLC | 69,556 | $632.8 萬 | 0.05% | −522−0.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 69,632 | $633.5 萬 | 0.21% | −1,382−1.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 70,224 | $635.4 萬 | 0.13% | +13,720+24.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 43,862 | $638.1 萬 | 0.31% | +43,862 | 新進 |
| Segall Bryant & Hamill, LLC | 70,194 | $638.4 萬 | 0.07% | +576+0.8% | 加碼 |
| Bank of the West | 70,572 | $642.1 萬 | 0.81% | −3,718−5.0% | 減碼 |
| Occudo Quantitative Strategies LP | 70,698 | $643.2 萬 | 0.53% | +56,081+383.7% | 加碼 |
| Holderness Investments Co | 70,827 | $644.4 萬 | 2.69% | −4,628−6.1% | 減碼 |
| Banco Santander, S.A. | 70,974 | $645.7 萬 | 0.09% | +13,982+24.5% | 加碼 |
| Norinchukin Bank, The | 71,471 | $650.2 萬 | 0.13% | −19,860−21.7% | 減碼 |
| United Services Automobile Association | 72,057 | $655.6 萬 | 0.17% | +34,785+93.3% | 加碼 |
| Bard Financial Services, Inc. | 72,325 | $658.0 萬 | 0.60% | +750+1.0% | 加碼 |
| Maple Capital Management, Inc. | 72,843 | $662.7 萬 | 0.87% | +72,843 | 新進 |
| Girard Partners Ltd. | 73,652 | $670.0 萬 | 0.85% | +8,140+12.4% | 加碼 |
| Securian Asset Management, Inc | 74,705 | $679.7 萬 | 0.16% | −929−1.2% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $682.4 萬 | 0.11% | 00.0% | 不變 |
| Mission Wealth Management, LP | 75,066 | $682.9 萬 | 0.36% | +1,736+2.4% | 加碼 |
| Roanoke Asset Management Corp | 75,485 | $686.8 萬 | 3.09% | −200.0% | 減碼 |
| Synovus Financial Corp | 75,840 | $689.1 萬 | 0.08% | +1,041+1.4% | 加碼 |
| Pallas Capital Advisors LLC | 67,893 | $690.3 萬 | 0.95% | +8,130+13.6% | 加碼 |
| Hosking Partners LLP | 76,778 | $698.5 萬 | 0.28% | −14,935−16.3% | 減碼 |
| Kestra Advisory Services, LLC | 77,476 | $704.9 萬 | 0.07% | +6,612+9.3% | 加碼 |
| Hoylecohen, LLC | 78,707 | $716.1 萬 | 0.75% | +4,548+6.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 79,167 | $720.3 萬 | 0.63% | −1,429−1.8% | 減碼 |
| LVM Capital Management Ltd | 79,350 | $721.9 萬 | 1.05% | +4,815+6.5% | 加碼 |
| Profund Advisors LLC | 79,477 | $723.1 萬 | 0.46% | −19,213−19.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 80,569 | $733.0 萬 | 0.44% | +69,481+626.6% | 加碼 |
| Jacobs & Co | 82,270 | $748.4 萬 | 1.00% | −3,418−4.0% | 減碼 |
| Unigestion Holding SA | 82,522 | $750.8 萬 | 0.42% | +37,106+81.7% | 加碼 |
| Nomura Holdings Inc | 88,189 | $760.6 萬 | 0.07% | +26,991+44.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 84,072 | $764.9 萬 | 0.13% | +13,727+19.5% | 加碼 |
| Cetera Investment Advisers | 84,433 | $768.2 萬 | 0.12% | +6,456+8.3% | 加碼 |
| Torray LLC | 84,846 | $771.9 萬 | 1.47% | +14,910+21.3% | 加碼 |
| Lido Advisors, LLC | 85,510 | $777.9 萬 | 0.17% | +3,943+4.8% | 加碼 |
| Carmel Capital Management L.L.C. | 86,605 | $787.9 萬 | 4.88% | +2,625+3.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 86,998 | $791.5 萬 | 0.33% | +175+0.2% | 加碼 |
| Blue Whale Capital LLP | 88,000 | $800.6 萬 | 1.18% | −7,000−7.4% | 減碼 |
| Harvard Management Co Inc | 88,443 | $804.7 萬 | 0.93% | +37,890+75.0% | 加碼 |
| CTC LLC | 89,376 | $813.1 萬 | 0.46% | −55,167−38.2% | 減碼 |
| Credit Agricole S A | 89,912 | $818.0 萬 | 0.32% | +20,660+29.8% | 加碼 |
| Capital International Ltd | 89,932 | $818.2 萬 | 0.62% | −19,280−17.7% | 減碼 |
| Andra AP-fonden | 90,200 | $820.6 萬 | 0.24% | +90,200 | 新進 |
| CCM Investment Advisers LLC | 91,127 | $829.0 萬 | 1.33% | +6,609+7.8% | 加碼 |
| Capital International Inc | 92,275 | $839.5 萬 | 0.12% | −19,149−17.2% | 減碼 |
| Albion Financial Group | 92,586 | $842.4 萬 | 0.83% | +1,071+1.2% | 加碼 |
| Raymond James Trust N.A. | 92,714 | $843.5 萬 | 0.30% | −3,077−3.2% | 減碼 |
| Stanley Capital Management, LLC | 93,300 | $848.8 萬 | 2.70% | +8,000+9.4% | 加碼 |
| Trillium Asset Management, LLC | 93,681 | $852.3 萬 | 0.26% | +107+0.1% | 加碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $853.4 萬 | 2.19% | 00.0% | 不變 |
| Green Alpha Advisors, LLC | 94,258 | $857.6 萬 | 1.97% | +79,239+527.6% | 加碼 |
| Railway Pension Investments Ltd | 95,768 | $871.3 萬 | 0.09% | −336,400−77.8% | 減碼 |
| Blair William & Co | 97,651 | $888.4 萬 | 0.04% | −1,033−1.0% | 減碼 |
| Trust Co of Vermont | 98,001 | $891.6 萬 | 0.68% | +5,263+5.7% | 加碼 |
| KCM Investment Advisors LLC | 99,431 | $904.6 萬 | 0.39% | −1,642−1.6% | 減碼 |
| FRG Family Wealth Advisors LLC | 101,321 | $921.8 萬 | 2.13% | −180−0.2% | 減碼 |
| Hartford Investment Management Co | 101,366 | $922.2 萬 | 0.28% | +658+0.7% | 加碼 |
| General American Investors Co Inc | 101,652 | $924.8 萬 | 0.93% | −20,000−16.4% | 減碼 |
| California First Leasing Corp | 102,000 | $928.0 萬 | 7.06% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 102,454 | $932.1 萬 | 0.22% | +35,488+53.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 102,945 | $936.6 萬 | 0.47% | −201,688−66.2% | 減碼 |
| Leuthold Group, LLC | 104,676 | $952.3 萬 | 1.35% | −2,602−2.4% | 減碼 |
| Managed Asset Portfolios, LLC | 104,740 | $952.9 萬 | 1.51% | +36,990+54.6% | 加碼 |
| Daiwa Securities Group Inc. | 86,836 | $957.1 萬 | 0.07% | −123−0.1% | 減碼 |