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 3 季 13F 持有人
Applied Materials Inc 在 2022/9/30 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
- 1,561
- 較 2022 年第 2 季 −45 家
- 持有股數
- 6.65 億
- 較 2022 年第 2 季 +216.7 萬 (+0.3%)
- 總市值
- $545.1 億
- 較 2022 年第 2 季 −$58.2 億 (−9.6%)
- 新進機構
- 85
- 另有 642 家加碼
- 清倉機構
- 130
- 另有 593 家減碼
另有 25 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Southpoint Capital Advisors LP | 400,000 | $3,277 萬 | 0.88% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 412,037 | $3,376 萬 | 0.13% | −116,197−22.0% | 減碼 |
| Clark Capital Management Group, Inc. | 413,206 | $3,385 萬 | 0.44% | +231,890+127.9% | 加碼 |
| Formuepleje A/S | 417,035 | $3,417 萬 | 2.77% | −91,060−17.9% | 減碼 |
| Two Sigma Advisers, LP | 418,900 | $3,432 萬 | 0.10% | +310,500+286.4% | 加碼 |
| Whittier Trust Co | 423,118 | $3,467 萬 | 0.73% | +1,677+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 440,521 | $3,609 萬 | 0.04% | +1,578+0.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 443,966 | $3,637 萬 | 0.06% | +34,437+8.4% | 加碼 |
| Qube Research & Technologies Ltd | 446,692 | $3,660 萬 | 0.23% | −411,515−48.0% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 448,708 | $3,676 萬 | 0.90% | 00.0% | 不變 |
| Erste Asset Management GmbH | 468,887 | $3,927 萬 | 0.88% | −6,627−1.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 481,752 | $3,947 萬 | 0.12% | +147,727+44.2% | 加碼 |
| Assenagon Asset Management S.A. | 488,118 | $3,999 萬 | 0.17% | +214,588+78.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 490,762 | $4,021 萬 | 0.42% | −26,000−5.0% | 減碼 |
| Fifth Third Bancorp | 491,828 | $4,030 萬 | 0.21% | −2,197−0.4% | 減碼 |
| National Bank of Canada | 488,867 | $4,039 萬 | 0.23% | +308,386+170.9% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 500,000 | $4,097 萬 | 0.56% | +500,000 | 新進 |
| AXA S.A. | 505,931 | $4,145 萬 | 0.16% | +76,104+17.7% | 加碼 |
| Bank of Nova Scotia | 507,291 | $4,156 萬 | 0.13% | +203,267+66.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 508,167 | $4,163 萬 | 0.17% | −6,344−1.2% | 減碼 |
| Twinbeech Capital LP | 508,323 | $4,165 萬 | 1.10% | +508,323 | 新進 |
| Nomura Asset Management Co Ltd | 512,501 | $4,199 萬 | 0.27% | −5,642−1.1% | 減碼 |
| Coatue Management LLC大師Coatue | 517,114 | $4,237 萬 | 0.49% | +517,114 | 新進 |
| Millennium Management LLC | 521,827 | $4,275 萬 | 0.05% | −203,340−28.0% | 減碼 |
| Toronto Dominion Bank | 522,261 | $4,277 萬 | 0.08% | −60,198−10.3% | 減碼 |
| Public Employees Retirement System of Ohio | 522,853 | $4,284 萬 | 0.19% | −5,323−1.0% | 減碼 |
| Woodline Partners LP | 537,229 | $4,402 萬 | 0.65% | +537,229 | 新進 |
| Citadel Advisors LLC | 540,515 | $4,428 萬 | 0.06% | +366,922+211.4% | 加碼 |
| Standard Life Aberdeen plc | 542,382 | $4,444 萬 | 0.13% | +206,099+61.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 568,513 | $4,658 萬 | 0.33% | +86,869+18.0% | 加碼 |
| Brandes Investment Partners, LP | 569,543 | $4,666 萬 | 1.22% | +157,541+38.2% | 加碼 |
| Natixis | 571,733 | $4,692 萬 | 0.22% | +286,463+100.4% | 加碼 |
| Epoch Investment Partners, Inc. | 575,387 | $4,714 萬 | 0.31% | +100,345+21.1% | 加碼 |
| Storebrand Asset Management AS | 577,876 | $4,735 萬 | 0.29% | +17,141+3.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 584,644 | $4,790 萬 | 0.24% | +167,707+40.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 585,084 | $4,794 萬 | 0.20% | −1,555−0.3% | 減碼 |
| Intech Investment Management LLC | 586,959 | $4,809 萬 | 0.36% | −37,160−6.0% | 減碼 |
| KBC Group NV | 592,440 | $4,854 萬 | 0.25% | −9,528−1.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 597,123 | $4,892 萬 | 0.16% | −37,527−5.9% | 減碼 |
| Susquehanna International Group, LLP | 599,335 | $4,910 萬 | 0.10% | +62,461+11.6% | 加碼 |
| Royal London Asset Management Ltd | 603,247 | $4,943 萬 | 0.25% | −22,736−3.6% | 減碼 |
| Zurich Insurance Group Ltd | 607,484 | $4,977 萬 | 0.78% | −77,926−11.4% | 減碼 |
| Truist Financial Corp | 620,572 | $5,084 萬 | 0.10% | +4,645+0.8% | 加碼 |
| Sound Shore Management Inc | 622,573 | $5,101 萬 | 2.06% | −125,759−16.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 632,249 | $5,180 萬 | 0.04% | −28,030−4.2% | 減碼 |
| Employees Provident Fund Board | 636,641 | $5,216 萬 | 1.52% | −187,246−22.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 661,601 | $5,421 萬 | 0.13% | −71,200−9.7% | 減碼 |
| Panagora Asset Management Inc | 681,648 | $5,585 萬 | 0.39% | +103,870+18.0% | 加碼 |
| Westfield Capital Management Co LP | 734,421 | $6,017 萬 | 0.48% | −35,350−4.6% | 減碼 |
| Stifel Financial Corp | 750,150 | $6,146 萬 | 0.10% | −18,820−2.4% | 減碼 |
| Close Asset Management Ltd | 767,586 | $6,290 萬 | 3.56% | −362,637−32.1% | 減碼 |
| Calamos Advisors LLC | 769,583 | $6,305 萬 | 0.30% | −107,190−12.2% | 減碼 |
| Neuberger Berman Group LLC | 767,279 | $6,333 萬 | 0.07% | +82,593+12.1% | 加碼 |
| Envestnet Asset Management Inc | 773,552 | $6,338 萬 | 0.04% | +2,261+0.3% | 加碼 |
| Eaton Vance Management | 782,000 | $6,407 萬 | 0.09% | +135,817+21.0% | 加碼 |
| Bristol Gate Capital Partners Inc. | 786,611 | $6,445 萬 | 3.96% | +166,463+26.8% | 加碼 |
| Raymond James & Associates | 790,131 | $6,474 萬 | 0.07% | +50,682+6.9% | 加碼 |
| Los Angeles Capital Management LLC | 790,738 | $6,479 萬 | 0.34% | −7,643−1.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 810,207 | $6,638 萬 | 0.50% | −1790.0% | 減碼 |
| Victory Capital Management Inc | 812,362 | $6,656 萬 | 0.08% | +35,450+4.6% | 加碼 |
| Retirement Systems of Alabama | 823,453 | $6,747 萬 | 0.31% | −3,902−0.5% | 減碼 |
| Macquarie Group Ltd | 859,263 | $7,040 萬 | 0.09% | +503,151+141.3% | 加碼 |
| Putnam Investments LLC | 868,603 | $7,116 萬 | 0.14% | +47,598+5.8% | 加碼 |
| Russell Investments Group, Ltd. | 871,395 | $7,174 萬 | 0.16% | +157,286+22.0% | 加碼 |
| TD Asset Management Inc | 871,295 | $7,356 萬 | 0.09% | +83,179+10.6% | 加碼 |
| British Columbia Investment Management Corp | 903,246 | $7,400 萬 | 0.83% | −57,586−6.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 906,212 | $7,425 萬 | 0.19% | −168,209−15.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 922,378 | $7,557 萬 | 0.45% | +44,404+5.1% | 加碼 |
| Abrams Bison Investments, LLC | 925,000 | $7,579 萬 | 8.18% | 00.0% | 不變 |
| STRS Ohio | 927,441 | $7,599 萬 | 0.36% | −188,766−16.9% | 減碼 |
| ProShare Advisors LLC | 932,246 | $7,638 萬 | 0.29% | −217,636−18.9% | 減碼 |
| Korea Investment CORP | 947,363 | $7,762 萬 | 0.24% | −49,883−5.0% | 減碼 |
| AQR Capital Management LLC | 955,251 | $7,826 萬 | 0.19% | −45,091−4.5% | 減碼 |
| Theleme Partners LLP | 958,000 | $7,849 萬 | 3.83% | +12,000+1.3% | 加碼 |
| New York State Teachers Retirement System | 973,671 | $7,977 萬 | 0.21% | −44,812−4.4% | 減碼 |
| Vontobel Holding Ltd. | 949,220 | $8,013 萬 | 0.94% | −147,307−13.4% | 減碼 |
| Janus Henderson Group PLC | 1,003,945 | $8,226 萬 | 0.06% | +43,526+4.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,024,190 | $8,391 萬 | 0.23% | +133,952+15.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,029,867 | $8,438 萬 | 0.22% | −10,455−1.0% | 減碼 |
| Two Sigma Investments, LP | 1,076,984 | $8,824 萬 | 0.31% | +147,511+15.9% | 加碼 |
| Prudential Financial Inc | 1,087,765 | $8,914 萬 | 0.15% | +17,179+1.6% | 加碼 |
| Rockefeller Capital Management L.P. | 1,161,461 | $9,516 萬 | 0.49% | −11,270−1.0% | 減碼 |
| Great West Life Assurance Co | 1,162,909 | $9,518 萬 | 0.27% | −27,664−2.3% | 減碼 |
| Principal Financial Group Inc | 1,211,284 | $9,924 萬 | 0.08% | +46,604+4.0% | 加碼 |
| Bank of Montreal | 1,136,474 | $1.01 億 | 0.08% | +132,040+13.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,201,709 | $1.01 億 | 0.30% | +63,043+5.5% | 加碼 |
| Rafferty Asset Management, LLC | 1,270,387 | $1.04 億 | 1.11% | +82,861+7.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,271,492 | $1.04 億 | 0.28% | −81,394−6.0% | 減碼 |
| HSBC Holdings PLC | 1,332,357 | $1.10 億 | 0.20% | −432,510−24.5% | 減碼 |
| State of Wisconsin Investment Board | 1,420,092 | $1.16 億 | 0.37% | −271,319−16.0% | 減碼 |
| National Pension Service | 1,384,546 | $1.17 億 | 0.24% | +26,586+2.0% | 加碼 |
| California State Teachers Retirement System | 1,463,846 | $1.20 億 | 0.20% | −37,777−2.5% | 減碼 |
| Intermede Investment Partners Ltd | 1,524,990 | $1.25 億 | 3.50% | +385,297+33.8% | 加碼 |
| Rhumbline Advisers | 1,558,870 | $1.28 億 | 0.19% | −3,365−0.2% | 減碼 |
| Harding Loevner LP | 1,678,746 | $1.38 億 | 0.90% | −96,001−5.4% | 減碼 |
| Nordea Investment Management AB | 1,932,794 | $1.59 億 | 0.26% | −111,862−5.5% | 減碼 |
| Credit Suisse AG | 1,967,119 | $1.61 億 | 0.18% | −79,040−3.9% | 減碼 |
| Wells Fargo & Company | 1,971,908 | $1.62 億 | 0.06% | −110,950−5.3% | 減碼 |
| California Public Employees Retirement System | 2,003,025 | $1.64 億 | 0.15% | +285,549+16.6% | 加碼 |
| Citigroup Inc | 2,130,452 | $1.75 億 | 0.25% | −9,912−0.5% | 減碼 |