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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 106,916 | $972.7 萬 | 0.07% | −90,900−46.0% | 減碼 |
| Gotham Asset Management, LLC | 107,744 | $980.3 萬 | 0.31% | +42,882+66.1% | 加碼 |
| Steel Peak Wealth Management LLC | 107,967 | $982.3 萬 | 0.71% | +7,228+7.2% | 加碼 |
| Illinois Municipal Retirement Fund | 108,188 | $984.3 萬 | 0.23% | +53,335+97.2% | 加碼 |
| Two Sigma Advisers, LP | 108,400 | $986.2 萬 | 0.03% | +108,400 | 新進 |
| Callahan Advisors, LLC | 108,699 | $988.9 萬 | 1.32% | +10,405+10.6% | 加碼 |
| West Coast Financial LLC | 108,867 | $990.5 萬 | 1.76% | +538+0.5% | 加碼 |
| Baker Avenue Asset Management, LP | 109,944 | $1,000 萬 | 0.67% | +697+0.6% | 加碼 |
| Evergreen Capital Management LLC | 110,430 | $1,005 萬 | 0.52% | +43,389+64.7% | 加碼 |
| Shell Asset Management Co | 110,459 | $1,005 萬 | 0.30% | −23,589−17.6% | 減碼 |
| Louisiana State Employees Retirement System | 102,500 | $1,007 萬 | 0.27% | −600−0.6% | 減碼 |
| Achmea Investment Management B.V. | 113,446 | $1,032 萬 | 0.33% | −14,133−11.1% | 減碼 |
| Nissay Asset Management Corp | 115,184 | $1,048 萬 | 0.10% | +1,670+1.5% | 加碼 |
| Lountzis Asset Management, LLC | 115,414 | $1,050 萬 | 7.02% | +4,933+4.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,840 | $1,050 萬 | 0.16% | −124,705−52.1% | 減碼 |
| Financial Counselors Inc | 115,468 | $1,051 萬 | 0.25% | +4,242+3.8% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 115,813 | $1,054 萬 | 0.53% | +11,907+11.5% | 加碼 |
| United Asset Strategies, Inc. | 116,284 | $1,058 萬 | 1.54% | +2,052+1.8% | 加碼 |
| Texas Permanent School Fund | 116,684 | $1,062 萬 | 0.17% | +1,504+1.3% | 加碼 |
| Huntington National Bank | 120,282 | $1,094 萬 | 0.12% | −27,866−18.8% | 減碼 |
| Mutual of America Capital Management LLC | 120,460 | $1,096 萬 | 0.14% | +1,947+1.6% | 加碼 |
| Curi Capital | 120,562 | $1,097 萬 | 2.12% | −5,890−4.7% | 減碼 |
| Public Sector Pension Investment Board | 121,573 | $1,106 萬 | 0.10% | −39,628−24.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 122,207 | $1,112 萬 | 0.58% | −334−0.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 122,274 | $1,112 萬 | 0.06% | +10,265+9.2% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 129,300 | $1,125 萬 | 1.89% | −20,700−13.8% | 減碼 |
| Washington Trust Bank | 124,878 | $1,136 萬 | 1.46% | +4,088+3.4% | 加碼 |
| Pinnacle Associates Ltd | 124,987 | $1,137 萬 | 0.25% | −320.0% | 減碼 |
| Keybank National Association | 127,129 | $1,157 萬 | 0.06% | −7,728−5.7% | 減碼 |
| Bokf, NA | 127,168 | $1,157 萬 | 0.22% | +26,251+26.0% | 加碼 |
| Palisade Capital Management LLC | 128,315 | $1,167 萬 | 0.32% | −9,346−6.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,622 | $1,170 萬 | 0.13% | +9,806+8.3% | 加碼 |
| Citizens Financial Group Inc | 129,042 | $1,174 萬 | 0.49% | −3,589−2.7% | 減碼 |
| PointState Capital LP | 130,328 | $1,186 萬 | 0.44% | +130,328 | 新進 |
| MBB Public Markets I LLC | 133,020 | $1,210 萬 | 0.29% | +116,812+720.7% | 加碼 |
| BancorpSouth Bank | 134,500 | $1,224 萬 | 1.76% | −30,406−18.4% | 減碼 |
| First Nebraska Trust Co | 135,091 | $1,229 萬 | 1.61% | −390−0.3% | 減碼 |
| Senvest Management, LLC | 135,374 | $1,232 萬 | 0.42% | −570,489−80.8% | 減碼 |
| Kempen Capital Management N.V. | 136,080 | $1,238 萬 | 0.44% | +5,248+4.0% | 加碼 |
| Tesco Pension Investment Ltd | 136,625 | $1,243 萬 | 0.72% | −66,361−32.7% | 減碼 |
| Biechele Royce Advisors | 137,117 | $1,247 萬 | 5.54% | +13,556+11.0% | 加碼 |
| CIBC World Markets Inc. | 138,749 | $1,262 萬 | 0.05% | −2,132−1.5% | 減碼 |
| Westpac Banking Corp | 139,239 | $1,267 萬 | 0.17% | −57,740−29.3% | 減碼 |
| Willis Investment Counsel | 139,344 | $1,268 萬 | 0.78% | +39,281+39.3% | 加碼 |
| New York Life Investment Management LLC | 139,867 | $1,272 萬 | 0.15% | +139,867 | 新進 |
| Creative Planning | 140,239 | $1,276 萬 | 0.02% | +9,141+7.0% | 加碼 |
| Baird Financial Group, Inc. | 141,222 | $1,285 萬 | 0.04% | −15,297−9.8% | 減碼 |
| Eastern Bank | 141,320 | $1,286 萬 | 0.68% | −147−0.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 141,973 | $1,292 萬 | 0.07% | −5,717−3.9% | 減碼 |
| Osterweis Capital Management Inc | 143,710 | $1,307 萬 | 0.98% | −1,555−1.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 144,983 | $1,319 萬 | 0.10% | +62,923+76.7% | 加碼 |
| Analog Century Management LP | 145,048 | $1,320 萬 | 7.17% | −16,500−10.2% | 減碼 |
| Nuance Investments, LLC | 146,483 | $1,333 萬 | 0.26% | +146,483 | 新進 |
| Leonteq Securities AG | 146,703 | $1,335 萬 | 0.63% | +95,096+184.3% | 加碼 |
| Yousif Capital Management, LLC | 148,726 | $1,353 萬 | 0.18% | −2,830−1.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 149,201 | $1,358 萬 | 0.30% | −318,046−68.1% | 減碼 |
| North Growth Management Ltd. | 151,000 | $1,376 萬 | 3.19% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 152,114 | $1,384 萬 | 0.24% | +10,665+7.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 150,561 | $1,384 萬 | 0.25% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 156,419 | $1,423 萬 | 2.91% | −320−0.2% | 減碼 |
| Utah Retirement Systems | 157,307 | $1,431 萬 | 0.23% | −900−0.6% | 減碼 |
| McGuire Investment Group, LLC | 157,861 | $1,436 萬 | 3.09% | −454−0.3% | 減碼 |
| First Foundation Advisors | 160,384 | $1,459 萬 | 0.64% | +23,916+17.5% | 加碼 |
| Mariner, LLC | 160,508 | $1,460 萬 | 0.06% | +6,121+4.0% | 加碼 |
| Bragg Financial Advisors, Inc | 161,546 | $1,470 萬 | 0.98% | +2,951+1.9% | 加碼 |
| Rheos Capital Works Inc. | 162,000 | $1,474 萬 | 1.11% | 00.0% | 不變 |
| Shelton Capital Management | 163,019 | $1,483 萬 | 0.67% | −1,020−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 165,605 | $1,507 萬 | 0.39% | +12,025+7.8% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 165,895 | $1,509 萬 | 1.90% | −1,175−0.7% | 減碼 |
| Force Hill Capital Management LP | 166,020 | $1,510 萬 | 4.06% | +92,600+126.1% | 加碼 |
| CIBC World Markets Corp | 166,999 | $1,519 萬 | 0.14% | +87,441+109.9% | 加碼 |
| Comerica Bank | 154,883 | $1,521 萬 | 0.12% | −12,982−7.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 169,011 | $1,538 萬 | 0.58% | +18,301+12.1% | 加碼 |
| LMCG Investments, LLC | 169,423 | $1,542 萬 | 1.06% | +1,000+0.6% | 加碼 |
| Xponance, Inc. | 171,330 | $1,559 萬 | 0.31% | −6,886−3.9% | 減碼 |
| Hancock Whitney Corp | 171,811 | $1,563 萬 | 0.63% | −7,116−4.0% | 減碼 |
| Guinness Asset Management LTD | 172,571 | $1,570 萬 | 0.62% | −15,174−8.1% | 減碼 |
| Swiss Life Asset Management Ltd | 172,571 | $1,571 萬 | 0.25% | +69,587+67.6% | 加碼 |
| Quadrature Capital Ltd | 172,734 | $1,572 萬 | 0.66% | +68,624+65.9% | 加碼 |
| Henshaw Capital LLC | 173,300 | $1,577 萬 | 1.09% | 00.0% | 不變 |
| Citadel Advisors LLC | 173,593 | $1,579 萬 | 0.02% | −86,486−33.3% | 減碼 |
| Polar Capital Holdings Plc | 175,525 | $1,597 萬 | 0.12% | −1,058,973−85.8% | 減碼 |
| National Bank of Canada | 180,481 | $1,623 萬 | 0.09% | +106,741+144.8% | 加碼 |
| DnB Asset Management AS | 178,878 | $1,627 萬 | 0.11% | +16,760+10.3% | 加碼 |
| APG Asset Management N.V. | 187,553 | $1,632 萬 | 0.04% | +40,318+27.4% | 加碼 |
| Clearbridge Investments, LLC | 179,738 | $1,635 萬 | 0.02% | −8,059−4.3% | 減碼 |
| Factory Mutual Insurance Co | 181,200 | $1,649 萬 | 0.27% | −74,100−29.0% | 減碼 |
| Clark Capital Management Group, Inc. | 181,316 | $1,650 萬 | 0.22% | +9,081+5.3% | 加碼 |
| Bridgewater Associates, LP | 181,374 | $1,650 萬 | 0.07% | −40,191−18.1% | 減碼 |
| Busey Wealth Management | 182,027 | $1,656 萬 | 0.77% | +1,906+1.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 187,257 | $1,704 萬 | 0.04% | −4,729−2.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 188,100 | $1,711 萬 | 0.18% | +151,800+418.2% | 加碼 |
| Boston Common Asset Management, LLC | 192,572 | $1,752 萬 | 0.87% | −4,569−2.3% | 減碼 |
| Zacks Investment Management | 195,412 | $1,778 萬 | 0.27% | +7,714+4.1% | 加碼 |
| Peapack Gladstone Financial Corp | 197,377 | $1,796 萬 | 0.41% | +5,224+2.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 200,000 | $1,820 萬 | 0.29% | −25,000−11.1% | 減碼 |
| ExodusPoint Capital Management, LP | 202,038 | $1,838 萬 | 0.26% | +157,501+353.6% | 加碼 |
| Cardinal Capital Management, Inc. | 203,115 | $1,848 萬 | 1.02% | +18,510+10.0% | 加碼 |
| Capital Advisors Inc | 205,937 | $1,874 萬 | 0.56% | +9,474+4.8% | 加碼 |
| South Dakota Investment Council | 206,098 | $1,875 萬 | 0.43% | +25,366+14.0% | 加碼 |