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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 269,171 | $2,449 萬 | 0.11% | +14,630+5.7% | 加碼 |
| Sit Investment Associates Inc | 268,936 | $2,447 萬 | 0.74% | −13,200−4.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 266,745 | $2,427 萬 | 0.40% | +27,475+11.5% | 加碼 |
| Natixis Advisors, L.P. | 266,313 | $2,423 萬 | 0.11% | +12,911+5.1% | 加碼 |
| AMF Pensionsforsakring AB | 261,012 | $2,376 萬 | 0.23% | −7,551−2.8% | 減碼 |
| Harbor Island Capital LLC | 259,935 | $2,365 萬 | 14.47% | +453+0.2% | 加碼 |
| USS Investment Management Ltd | 259,565 | $2,362 萬 | 0.25% | −15,117−5.5% | 減碼 |
| Tredje AP-fonden | 257,471 | $2,343 萬 | 0.59% | +2,699+1.1% | 加碼 |
| Mizuho Markets Cayman LP | 256,167 | $2,331 萬 | 3.98% | +80,446+45.8% | 加碼 |
| Commonwealth Equity Services, LLC | 245,270 | $2,231 萬 | 0.06% | +18,632+8.2% | 加碼 |
| Arizona State Retirement System | 242,356 | $2,205 萬 | 0.21% | −5,407−2.2% | 減碼 |
| Handelsbanken Fonder AB | 235,374 | $2,141 萬 | 0.14% | +5,810+2.5% | 加碼 |
| Amalgamated Bank | 235,359 | $2,141 萬 | 0.20% | −2,819−1.2% | 減碼 |
| Pinebridge Investments, L.P. | 233,696 | $2,126 萬 | 0.27% | −85,305−26.7% | 減碼 |
| Walleye Trading LLC | 231,460 | $2,106 萬 | 0.51% | +103,935+81.5% | 加碼 |
| Dundas Partners LLP | 230,469 | $2,097 萬 | 2.27% | +50,140+27.8% | 加碼 |
| Mercer Global Advisors Inc | 227,871 | $2,073 萬 | 0.13% | −21,623−8.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 225,394 | $2,051 萬 | 0.76% | −1,422−0.6% | 減碼 |
| Forsta Ap-Fonden | 222,200 | $2,022 萬 | 0.26% | −19,900−8.2% | 減碼 |
| Advisor Group Holdings, Inc. | 221,434 | $2,010 萬 | 0.04% | −5,034−2.2% | 減碼 |
| ING Groep NV | 219,920 | $2,001 萬 | 0.23% | −125,420−36.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 217,834 | $1,982 萬 | 0.17% | +217,834 | 新進 |
| CIBC Asset Management Inc | 217,128 | $1,975 萬 | 0.08% | +26,103+13.7% | 加碼 |
| Norris Perne & French LLP | 216,923 | $1,974 萬 | 1.90% | +2,548+1.2% | 加碼 |
| Grandfield & Dodd, LLC | 215,536 | $1,961 萬 | 1.54% | −1,663−0.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 210,272 | $1,913 萬 | 0.24% | −15,100−6.7% | 減碼 |
| Boston Trust Walden Corp | 209,959 | $1,910 萬 | 0.18% | +14,664+7.5% | 加碼 |
| State of Alaska, Department of Revenue | 209,122 | $1,902 萬 | 0.23% | +10,544+5.3% | 加碼 |
| Avalon Investment & Advisory | 208,924 | $1,901 萬 | 0.54% | +1,707+0.8% | 加碼 |
| South Dakota Investment Council | 206,098 | $1,875 萬 | 0.43% | +25,366+14.0% | 加碼 |
| Capital Advisors Inc | 205,937 | $1,874 萬 | 0.56% | +9,474+4.8% | 加碼 |
| Cardinal Capital Management, Inc. | 203,115 | $1,848 萬 | 1.02% | +18,510+10.0% | 加碼 |
| ExodusPoint Capital Management, LP | 202,038 | $1,838 萬 | 0.26% | +157,501+353.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 200,000 | $1,820 萬 | 0.29% | −25,000−11.1% | 減碼 |
| Peapack Gladstone Financial Corp | 197,377 | $1,796 萬 | 0.41% | +5,224+2.7% | 加碼 |
| Zacks Investment Management | 195,412 | $1,778 萬 | 0.27% | +7,714+4.1% | 加碼 |
| Boston Common Asset Management, LLC | 192,572 | $1,752 萬 | 0.87% | −4,569−2.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 188,100 | $1,711 萬 | 0.18% | +151,800+418.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 187,257 | $1,704 萬 | 0.04% | −4,729−2.5% | 減碼 |
| Busey Wealth Management | 182,027 | $1,656 萬 | 0.77% | +1,906+1.1% | 加碼 |
| Bridgewater Associates, LP | 181,374 | $1,650 萬 | 0.07% | −40,191−18.1% | 減碼 |
| Clark Capital Management Group, Inc. | 181,316 | $1,650 萬 | 0.22% | +9,081+5.3% | 加碼 |
| Factory Mutual Insurance Co | 181,200 | $1,649 萬 | 0.27% | −74,100−29.0% | 減碼 |
| Clearbridge Investments, LLC | 179,738 | $1,635 萬 | 0.02% | −8,059−4.3% | 減碼 |
| APG Asset Management N.V. | 187,553 | $1,632 萬 | 0.04% | +40,318+27.4% | 加碼 |
| DnB Asset Management AS | 178,878 | $1,627 萬 | 0.11% | +16,760+10.3% | 加碼 |
| National Bank of Canada | 180,481 | $1,623 萬 | 0.09% | +106,741+144.8% | 加碼 |
| Polar Capital Holdings Plc | 175,525 | $1,597 萬 | 0.12% | −1,058,973−85.8% | 減碼 |
| Citadel Advisors LLC | 173,593 | $1,579 萬 | 0.02% | −86,486−33.3% | 減碼 |
| Henshaw Capital LLC | 173,300 | $1,577 萬 | 1.09% | 00.0% | 不變 |
| Quadrature Capital Ltd | 172,734 | $1,572 萬 | 0.66% | +68,624+65.9% | 加碼 |
| Swiss Life Asset Management Ltd | 172,571 | $1,571 萬 | 0.25% | +69,587+67.6% | 加碼 |
| Guinness Asset Management LTD | 172,571 | $1,570 萬 | 0.62% | −15,174−8.1% | 減碼 |
| Hancock Whitney Corp | 171,811 | $1,563 萬 | 0.63% | −7,116−4.0% | 減碼 |
| Xponance, Inc. | 171,330 | $1,559 萬 | 0.31% | −6,886−3.9% | 減碼 |
| LMCG Investments, LLC | 169,423 | $1,542 萬 | 1.06% | +1,000+0.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 169,011 | $1,538 萬 | 0.58% | +18,301+12.1% | 加碼 |
| Comerica Bank | 154,883 | $1,521 萬 | 0.12% | −12,982−7.7% | 減碼 |
| CIBC World Markets Corp | 166,999 | $1,519 萬 | 0.14% | +87,441+109.9% | 加碼 |
| Force Hill Capital Management LP | 166,020 | $1,510 萬 | 4.06% | +92,600+126.1% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 165,895 | $1,509 萬 | 1.90% | −1,175−0.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 165,605 | $1,507 萬 | 0.39% | +12,025+7.8% | 加碼 |
| Shelton Capital Management | 163,019 | $1,483 萬 | 0.67% | −1,020−0.6% | 減碼 |
| Rheos Capital Works Inc. | 162,000 | $1,474 萬 | 1.11% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 161,546 | $1,470 萬 | 0.98% | +2,951+1.9% | 加碼 |
| Mariner, LLC | 160,508 | $1,460 萬 | 0.06% | +6,121+4.0% | 加碼 |
| First Foundation Advisors | 160,384 | $1,459 萬 | 0.64% | +23,916+17.5% | 加碼 |
| McGuire Investment Group, LLC | 157,861 | $1,436 萬 | 3.09% | −454−0.3% | 減碼 |
| Utah Retirement Systems | 157,307 | $1,431 萬 | 0.23% | −900−0.6% | 減碼 |
| Cohen Capital Management, Inc. | 156,419 | $1,423 萬 | 2.91% | −320−0.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 150,561 | $1,384 萬 | 0.25% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 152,114 | $1,384 萬 | 0.24% | +10,665+7.5% | 加碼 |
| North Growth Management Ltd. | 151,000 | $1,376 萬 | 3.19% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 149,201 | $1,358 萬 | 0.30% | −318,046−68.1% | 減碼 |
| Yousif Capital Management, LLC | 148,726 | $1,353 萬 | 0.18% | −2,830−1.9% | 減碼 |
| Leonteq Securities AG | 146,703 | $1,335 萬 | 0.63% | +95,096+184.3% | 加碼 |
| Nuance Investments, LLC | 146,483 | $1,333 萬 | 0.26% | +146,483 | 新進 |
| Analog Century Management LP | 145,048 | $1,320 萬 | 7.17% | −16,500−10.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 144,983 | $1,319 萬 | 0.10% | +62,923+76.7% | 加碼 |
| Osterweis Capital Management Inc | 143,710 | $1,307 萬 | 0.98% | −1,555−1.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 141,973 | $1,292 萬 | 0.07% | −5,717−3.9% | 減碼 |
| Eastern Bank | 141,320 | $1,286 萬 | 0.68% | −147−0.1% | 減碼 |
| Baird Financial Group, Inc. | 141,222 | $1,285 萬 | 0.04% | −15,297−9.8% | 減碼 |
| Creative Planning | 140,239 | $1,276 萬 | 0.02% | +9,141+7.0% | 加碼 |
| New York Life Investment Management LLC | 139,867 | $1,272 萬 | 0.15% | +139,867 | 新進 |
| Willis Investment Counsel | 139,344 | $1,268 萬 | 0.78% | +39,281+39.3% | 加碼 |
| Westpac Banking Corp | 139,239 | $1,267 萬 | 0.17% | −57,740−29.3% | 減碼 |
| CIBC World Markets Inc. | 138,749 | $1,262 萬 | 0.05% | −2,132−1.5% | 減碼 |
| Biechele Royce Advisors | 137,117 | $1,247 萬 | 5.54% | +13,556+11.0% | 加碼 |
| Tesco Pension Investment Ltd | 136,625 | $1,243 萬 | 0.72% | −66,361−32.7% | 減碼 |
| Kempen Capital Management N.V. | 136,080 | $1,238 萬 | 0.44% | +5,248+4.0% | 加碼 |
| Senvest Management, LLC | 135,374 | $1,232 萬 | 0.42% | −570,489−80.8% | 減碼 |
| First Nebraska Trust Co | 135,091 | $1,229 萬 | 1.61% | −390−0.3% | 減碼 |
| BancorpSouth Bank | 134,500 | $1,224 萬 | 1.76% | −30,406−18.4% | 減碼 |
| MBB Public Markets I LLC | 133,020 | $1,210 萬 | 0.29% | +116,812+720.7% | 加碼 |
| PointState Capital LP | 130,328 | $1,186 萬 | 0.44% | +130,328 | 新進 |
| Citizens Financial Group Inc | 129,042 | $1,174 萬 | 0.49% | −3,589−2.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,622 | $1,170 萬 | 0.13% | +9,806+8.3% | 加碼 |
| Palisade Capital Management LLC | 128,315 | $1,167 萬 | 0.32% | −9,346−6.8% | 減碼 |
| Bokf, NA | 127,168 | $1,157 萬 | 0.22% | +26,251+26.0% | 加碼 |