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 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 827,355 | $7,527 萬 | 0.32% | −159,462−16.2% | 減碼 |
| Employees Provident Fund Board | 823,887 | $7,496 萬 | 1.70% | −131,349−13.8% | 減碼 |
| Putnam Investments LLC | 821,005 | $7,470 萬 | 0.13% | −209,225−20.3% | 減碼 |
| Glenmede Trust Co NA | 816,375 | $7,427 萬 | 0.44% | −244,640−23.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 810,386 | $7,373 萬 | 0.52% | −19,726−2.4% | 減碼 |
| Los Angeles Capital Management LLC | 798,381 | $7,264 萬 | 0.36% | −90,926−10.2% | 減碼 |
| TD Asset Management Inc | 788,116 | $7,170 萬 | 0.08% | −60,408−7.1% | 減碼 |
| Victory Capital Management Inc | 776,912 | $7,068 萬 | 0.08% | −82,982−9.7% | 減碼 |
| Envestnet Asset Management Inc | 771,291 | $7,017 萬 | 0.04% | +3,817+0.5% | 加碼 |
| Westfield Capital Management Co LP | 769,771 | $7,003 萬 | 0.55% | −33,093−4.1% | 減碼 |
| Stifel Financial Corp | 768,970 | $6,997 萬 | 0.11% | +21,653+2.9% | 加碼 |
| Sound Shore Management Inc | 748,332 | $6,808 萬 | 2.49% | +748,332 | 新進 |
| Raymond James & Associates | 739,449 | $6,728 萬 | 0.07% | −179,018−19.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 732,801 | $6,667 萬 | 0.15% | +30,200+4.3% | 加碼 |
| Millennium Management LLC | 725,167 | $6,598 萬 | 0.09% | +484,588+201.4% | 加碼 |
| Russell Investments Group, Ltd. | 714,109 | $6,510 萬 | 0.13% | +62,122+9.5% | 加碼 |
| Neuberger Berman Group LLC | 684,686 | $6,246 萬 | 0.06% | +78,502+13.0% | 加碼 |
| Zurich Insurance Group Ltd | 685,410 | $6,236 萬 | 0.92% | −110,991−13.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 660,279 | $6,008 萬 | 0.04% | −26,459−3.9% | 減碼 |
| Eaton Vance Management | 646,183 | $5,879 萬 | 0.08% | +37,625+6.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 634,650 | $5,774 萬 | 0.26% | +34,757+5.8% | 加碼 |
| Royal London Asset Management Ltd | 625,983 | $5,696 萬 | 0.26% | −6,280−1.0% | 減碼 |
| Intech Investment Management LLC | 624,119 | $5,678 萬 | 0.33% | +624,119 | 新進 |
| Bristol Gate Capital Partners Inc. | 620,148 | $5,642 萬 | 3.19% | −10,620−1.7% | 減碼 |
| Truist Financial Corp | 615,927 | $5,604 萬 | 0.10% | −7,344−1.2% | 減碼 |
| KBC Group NV | 601,968 | $5,477 萬 | 0.27% | −310,406−34.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 586,639 | $5,337 萬 | 0.22% | +6,143+1.1% | 加碼 |
| Toronto Dominion Bank | 582,459 | $5,298 萬 | 0.10% | +1,915+0.3% | 加碼 |
| Panagora Asset Management Inc | 577,778 | $5,257 萬 | 0.34% | −2,742−0.5% | 減碼 |
| Storebrand Asset Management AS | 560,735 | $5,102 萬 | 0.29% | −103,709−15.6% | 減碼 |
| Susquehanna International Group, LLP | 536,874 | $4,885 萬 | 0.10% | −472,415−46.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 528,234 | $4,806 萬 | 0.18% | +252,238+91.4% | 加碼 |
| Public Employees Retirement System of Ohio | 528,176 | $4,805 萬 | 0.20% | −6,525−1.2% | 減碼 |
| Nomura Asset Management Co Ltd | 518,143 | $4,714 萬 | 0.30% | +82,201+18.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 516,762 | $4,702 萬 | 0.44% | −139,900−21.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 514,511 | $4,681 萬 | 0.18% | −18,373−3.4% | 減碼 |
| Formuepleje A/S | 508,095 | $4,623 萬 | 2.83% | −73,820−12.7% | 減碼 |
| Fifth Third Bancorp | 494,025 | $4,495 萬 | 0.22% | −23,986−4.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 481,644 | $4,382 萬 | 0.36% | −69,228−12.6% | 減碼 |
| Erste Asset Management GmbH | 475,514 | $4,372 萬 | 0.97% | +47,779+11.2% | 加碼 |
| Epoch Investment Partners, Inc. | 475,042 | $4,322 萬 | 0.25% | −42,460−8.2% | 減碼 |
| Lansdowne Partners (UK) LLP | 452,192 | $4,114 萬 | 5.80% | −524,567−53.7% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 448,708 | $4,082 萬 | 0.86% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 438,943 | $3,994 萬 | 0.04% | −9,992−2.2% | 減碼 |
| Schroder Investment Management Group | 425,807 | $3,915 萬 | 0.06% | +20,059+4.9% | 加碼 |
| AXA S.A. | 429,827 | $3,911 萬 | 0.14% | −95,743−18.2% | 減碼 |
| Man Group plc | – | $3,854 萬 | 0.16% | – | – |
| Whittier Trust Co | 421,441 | $3,834 萬 | 0.77% | +947+0.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 416,937 | $3,793 萬 | 0.18% | +349,927+522.2% | 加碼 |
| Squarepoint Ops LLC | 415,155 | $3,777 萬 | 0.35% | +227,237+120.9% | 加碼 |
| Voya Investment Management LLC | 413,685 | $3,764 萬 | 0.09% | −10,070−2.4% | 減碼 |
| Brandes Investment Partners, LP | 412,002 | $3,748 萬 | 0.91% | +350,560+570.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 409,529 | $3,726 萬 | 0.06% | +64,211+18.6% | 加碼 |
| Capitolis Advisors LLC | 406,800 | $3,701 萬 | 1.94% | +350,000+616.2% | 加碼 |
| Treasurer of the State of North Carolina | 401,634 | $3,654 萬 | 0.23% | +18,637+4.9% | 加碼 |
| Southpoint Capital Advisors LP | 400,000 | $3,639 萬 | 1.03% | +400,000 | 新進 |
| HighTower Advisors, LLC | 390,216 | $3,550 萬 | 0.09% | −51,366−11.6% | 減碼 |
| Tocqueville Asset Management L.P. | 387,572 | $3,526 萬 | 0.64% | −890.0% | 減碼 |
| Phoenix Holdings Ltd. | 387,458 | $3,525 萬 | 0.74% | +175,632+82.9% | 加碼 |
| Guggenheim Capital LLC | 384,673 | $3,500 萬 | 0.28% | −16,715−4.2% | 減碼 |
| Earnest Partners LLC | 384,652 | $3,500 萬 | 0.23% | +55,604+16.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 375,416 | $3,416 萬 | 0.86% | −145,600−27.9% | 減碼 |
| Asset Management One Co.,Ltd. | 374,790 | $3,410 萬 | 0.16% | −17,614−4.5% | 減碼 |
| US Bancorp | 370,601 | $3,372 萬 | 0.07% | +1,066+0.3% | 加碼 |
| Twin Tree Management, LP | 369,238 | $3,359 萬 | 0.63% | +75,573+25.7% | 加碼 |
| MUFG Americas Holdings Corp | 358,666 | $3,263 萬 | 0.74% | −6,356−1.7% | 減碼 |
| Macquarie Group Ltd | 356,112 | $3,240 萬 | 0.04% | +153,771+76.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 355,837 | $3,237 萬 | 0.49% | −152,575−30.0% | 減碼 |
| Argent Capital Management LLC | 353,090 | $3,212 萬 | 1.22% | −164,673−31.8% | 減碼 |
| Teacher Retirement System of Texas | 346,108 | $3,149 萬 | 0.21% | −22,212−6.0% | 減碼 |
| LPL Financial LLC | 344,959 | $3,138 萬 | 0.03% | +32,586+10.4% | 加碼 |
| Standard Life Aberdeen plc | 336,283 | $3,119 萬 | 0.10% | +10,582+3.2% | 加碼 |
| M&T Bank Corp | 379,008 | $3,119 萬 | 0.15% | +63,568+20.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 342,189 | $3,113 萬 | 1.59% | +8,407+2.5% | 加碼 |
| Ci Investments Inc. | 340,956 | $3,102 萬 | 0.14% | +42,560+14.3% | 加碼 |
| Gateway Investment Advisers LLC | 336,332 | $3,060 萬 | 0.35% | +68,066+25.4% | 加碼 |
| American International Group, Inc. | 334,234 | $3,041 萬 | 0.21% | −8,504−2.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 334,025 | $3,039 萬 | 0.08% | −140,588−29.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 331,478 | $3,016 萬 | 0.05% | −140,203−29.7% | 減碼 |
| Mackenzie Financial Corp | 330,112 | $3,003 萬 | 0.05% | −2,204−0.7% | 減碼 |
| Cambiar Investors LLC | 325,549 | $2,962 萬 | 1.32% | +107,918+49.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 323,685 | $2,945 萬 | 0.22% | −301,971−48.3% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $2,913 萬 | 1.65% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 315,570 | $2,871 萬 | 0.07% | −50,113−13.7% | 減碼 |
| Jane Street Group, LLC | 307,798 | $2,800 萬 | 0.06% | +8,805+2.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 307,620 | $2,799 萬 | 0.09% | −13,411−4.2% | 減碼 |
| Aviva PLC | 304,620 | $2,771 萬 | 0.15% | +41,635+15.8% | 加碼 |
| Bank of Nova Scotia | 304,024 | $2,767 萬 | 0.07% | +158,031+108.2% | 加碼 |
| Nisa Investment Advisors, LLC | 301,640 | $2,744 萬 | 0.24% | −2,838−0.9% | 減碼 |
| Broad Run Investment Management, LLC | 292,792 | $2,664 萬 | 2.43% | +65,426+28.8% | 加碼 |
| Brewin Dolphin Ltd | 290,334 | $2,642 萬 | 1.27% | −116,288−28.6% | 減碼 |
| Industrial Alliance Investment Management Inc. | 289,788 | $2,637 萬 | 0.75% | +49,782+20.7% | 加碼 |
| SEI Investments Co | 287,391 | $2,626 萬 | 0.06% | +32,685+12.8% | 加碼 |
| Grassi Investment Management | 288,266 | $2,623 萬 | 3.49% | +19,200+7.1% | 加碼 |
| Natixis | 285,270 | $2,604 萬 | 0.10% | +91,330+47.1% | 加碼 |
| State of Michigan Retirement System | 285,055 | $2,593 萬 | 0.18% | +5,700+2.0% | 加碼 |
| State of Tennessee, Treasury Department | 278,180 | $2,531 萬 | 0.12% | −303,234−52.2% | 減碼 |
| Employees Retirement System of Texas | 275,000 | $2,502 萬 | 0.36% | −22,000−7.4% | 減碼 |
| Assenagon Asset Management S.A. | 273,530 | $2,489 萬 | 0.11% | +20,265+8.0% | 加碼 |
| MetLife Investment Management | 271,847 | $2,473 萬 | 0.19% | −7,185−2.6% | 減碼 |