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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,526,712 | $4.12 億 | 0.56% | +746,769+19.8% | 加碼 |
| Massachusetts Financial Services Co | 4,667,805 | $4.25 億 | 0.15% | −159,051−3.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,812,077 | $4.38 億 | 0.80% | −487,242−9.2% | 減碼 |
| Egerton Capital (UK) LLP | 4,907,042 | $4.46 億 | 3.01% | +2,906,043+145.2% | 加碼 |
| Swedbank AB | 5,316,898 | $4.84 億 | 1.09% | +1,341,874+33.8% | 加碼 |
| Capital Research Global Investors | 5,366,858 | $4.88 億 | 0.15% | +677,266+14.4% | 加碼 |
| Allianz Asset Management GmbH | 5,605,839 | $5.10 億 | 0.51% | −222,570−3.8% | 減碼 |
| Generation Investment Management LLP | 6,102,708 | $5.55 億 | 3.03% | +1,846,401+43.4% | 加碼 |
| Pictet Asset Management SA | 6,150,461 | $5.60 億 | 0.78% | +697,823+12.8% | 加碼 |
| Deutsche Bank AG | 6,546,624 | $5.96 億 | 0.33% | +313,621+5.0% | 加碼 |
| UBS Asset Management Americas Inc | 6,961,234 | $6.33 億 | 0.33% | −1,106,142−13.7% | 減碼 |
| Legal & General Group Plc | 7,004,320 | $6.37 億 | 0.23% | +63,907+0.9% | 加碼 |
| Davis Selected Advisers | 7,415,384 | $6.75 億 | 4.33% | −636,567−7.9% | 減碼 |
| Norges Bank | 7,418,871 | $6.75 億 | 0.17% | +241,958+3.4% | 加碼 |
| Invesco Ltd. | 7,907,516 | $7.19 億 | 0.22% | −1,189,467−13.1% | 減碼 |
| Morgan Stanley | 8,260,055 | $7.51 億 | 0.10% | +3,716,040+81.8% | 加碼 |
| Price T Rowe Associates Inc | 9,122,174 | $8.30 億 | 0.10% | +154,413+1.7% | 加碼 |
| Ameriprise Financial Inc | 9,613,188 | $8.74 億 | 0.30% | +486,758+5.3% | 加碼 |
| Bank of America Corp | 9,628,342 | $8.76 億 | 0.11% | −28,805−0.3% | 減碼 |
| Nuveen Asset Management, LLC | 10,238,444 | $9.31 億 | 0.36% | +662,627+6.9% | 加碼 |
| Northern Trust Corp | 10,412,696 | $9.47 億 | 0.20% | −407,826−3.8% | 減碼 |
| FMR LLC | 11,510,780 | $10.5 億 | 0.10% | −6,137,266−34.8% | 減碼 |
| Bank of New York Mellon Corp | 12,673,828 | $11.5 億 | 0.26% | +620,212+5.1% | 加碼 |
| Geode Capital Management, LLC | 16,492,625 | $15.0 億 | 0.22% | −625,939−3.7% | 減碼 |
| Capital International Investors | 18,996,379 | $17.3 億 | 0.47% | −5,879,417−23.6% | 減碼 |
| Capital World Investors | 32,368,838 | $29.4 億 | 0.63% | −1,481,738−4.4% | 減碼 |
| State Street Corp | 38,890,549 | $35.4 億 | 0.21% | −1,286,871−3.2% | 減碼 |
| BlackRock Inc. | 70,490,365 | $64.1 億 | 0.21% | −975,197−1.4% | 減碼 |
| Vanguard Group Inc | 73,577,072 | $66.9 億 | 0.19% | +683,595+0.9% | 加碼 |
| LS Investment Advisors, LLC | 18 | – | – | +18 | 新進 |
| Sofos Investments, Inc. | 546 | – | – | −246−31.1% | 減碼 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −744,892−100.0% | 清倉 |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −472,583−100.0% | 清倉 |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −418,314−100.0% | 清倉 |
| Varenne Capital Partners | 0 | $0 | 0.00% | −356,368−100.0% | 清倉 |
| Oxbow Capital Management (HK) Ltd | 0 | $0 | 0.00% | −291,000−100.0% | 清倉 |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −267,330−100.0% | 清倉 |
| Churchill Management Corp | 0 | $0 | 0.00% | −258,192−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −127,684−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −53,042−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −824,540−100.0% | 清倉 |
| AO Asset Management, LP | 0 | $0 | 0.00% | −45,510−100.0% | 清倉 |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −40,107−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −39,314−100.0% | 清倉 |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −36,500−100.0% | 清倉 |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −29,693−100.0% | 清倉 |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| Castellan Group, LLC | 0 | $0 | 0.00% | −27,935−100.0% | 清倉 |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −24,955−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −20,523−100.0% | 清倉 |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −18,655−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −16,465−100.0% | 清倉 |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −15,675−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −15,557−100.0% | 清倉 |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −15,481−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −15,144−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −14,266−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −14,155−100.0% | 清倉 |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −11,920−100.0% | 清倉 |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −11,569−100.0% | 清倉 |
| Albar Capital Ltd | 0 | $0 | 0.00% | −11,197−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,774−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −10,321−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −9,953−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −8,988−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −8,551−100.0% | 清倉 |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −7,895−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,618−100.0% | 清倉 |
| Shaker Investments LLC | 0 | $0 | 0.00% | −7,506−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,186−100.0% | 清倉 |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −7,026−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Mirova | 0 | $0 | 0.00% | −6,780−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| Game Creek Capital, LP | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −5,909−100.0% | 清倉 |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −5,010−100.0% | 清倉 |
| Ulysses Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,865−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −4,553−100.0% | 清倉 |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −4,424−100.0% | 清倉 |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −4,251−100.0% | 清倉 |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −4,192−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −4,165−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,998−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −3,917−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −3,804−100.0% | 清倉 |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,899−100.0% | 清倉 |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −3,080−100.0% | 清倉 |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,075−100.0% | 清倉 |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −3,056−100.0% | 清倉 |