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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2,294,201 | $1.88 億 | 0.03% | −1,054,986−31.5% | 減碼 |
| Allianz Asset Management GmbH | 2,393,725 | $1.96 億 | 0.45% | −3,212,114−57.3% | 減碼 |
| LSV Asset Management | 2,419,401 | $1.98 億 | 0.47% | −225,440−8.5% | 減碼 |
| Barclays PLC | 2,424,233 | $1.99 億 | 0.22% | +214,203+9.7% | 加碼 |
| New York State Common Retirement Fund | 2,426,184 | $1.99 億 | 0.29% | +14,624+0.6% | 加碼 |
| Royal Bank of Canada | 2,512,853 | $2.06 億 | 0.07% | −1,015,124−28.8% | 減碼 |
| Franklin Resources Inc | 2,589,400 | $2.12 億 | 0.12% | +630,373+32.2% | 加碼 |
| First Trust Advisors LP | 2,639,664 | $2.16 億 | 0.28% | −53,915−2.0% | 減碼 |
| Renaissance Technologies LLC | 2,748,165 | $2.25 億 | 0.32% | +904,135+49.0% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 2,831,100 | $2.32 億 | 4.38% | +472,500+20.0% | 加碼 |
| UBS Group AG | 2,868,236 | $2.35 億 | 0.13% | +5,390+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 2,895,401 | $2.37 億 | 0.59% | −3,376−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,199,383 | $2.62 億 | 0.46% | +1,532,147+91.9% | 加碼 |
| Voya Investment Management LLC | 3,207,475 | $2.63 億 | 0.32% | +2,793,790+675.3% | 加碼 |
| FIL Ltd | 3,215,655 | $2.63 億 | 0.34% | +858,417+36.4% | 加碼 |
| Boston Partners | 3,429,557 | $2.82 億 | 0.41% | −141,604−4.0% | 減碼 |
| Cantillon Capital Management LLC | 3,470,583 | $2.84 億 | 2.58% | −31,175−0.9% | 減碼 |
| Impax Asset Management Group plc | 3,520,646 | $2.88 億 | 1.48% | +201,688+6.1% | 加碼 |
| Swiss National Bank | 3,770,070 | $3.09 億 | 0.22% | −61,900−1.6% | 減碼 |
| Vulcan Value Partners, LLC | 3,844,676 | $3.15 億 | 3.69% | −235,704−5.8% | 減碼 |
| Matrix Capital Management Company, LP | 3,863,000 | $3.16 億 | 6.05% | +650,000+20.2% | 加碼 |
| Parnassus Investments | 3,867,665 | $3.17 億 | 0.82% | +766,169+24.7% | 加碼 |
| Alliancebernstein L.P. | 3,973,344 | $3.26 億 | 0.16% | −185,226−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 4,092,736 | $3.35 億 | 0.13% | +124,786+3.1% | 加碼 |
| Primecap Management Co | 4,119,583 | $3.38 億 | 0.33% | −16,400−0.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,327,791 | $3.55 億 | 0.29% | −21,504−0.5% | 減碼 |
| Charles Schwab Investment Management Inc | 4,373,306 | $3.58 億 | 0.13% | +68,926+1.6% | 加碼 |
| Van Eck Associates Corp | 4,598,930 | $3.77 億 | 1.12% | +1,099,462+31.4% | 加碼 |
| American Century Companies Inc | 4,613,870 | $3.78 億 | 0.33% | +358,983+8.4% | 加碼 |
| Massachusetts Financial Services Co | 4,692,782 | $3.84 億 | 0.14% | +24,977+0.5% | 加碼 |
| Lazard Asset Management LLC | 5,159,495 | $4.23 億 | 0.62% | +632,783+14.0% | 加碼 |
| Fisher Asset Management, LLC | 5,311,447 | $4.35 億 | 0.33% | +1,316,029+32.9% | 加碼 |
| Egerton Capital (UK) LLP | 5,863,402 | $4.80 億 | 3.73% | +956,360+19.5% | 加碼 |
| Amundi | 5,387,792 | $4.81 億 | 0.28% | +3,074,460+132.9% | 加碼 |
| Goldman Sachs Group Inc | 5,894,529 | $4.83 億 | 0.14% | +1,819,290+44.6% | 加碼 |
| Swedbank AB | 6,120,354 | $5.01 億 | 1.20% | +803,456+15.1% | 加碼 |
| Pictet Asset Management SA | 6,224,697 | $5.10 億 | 0.76% | +74,236+1.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,382,821 | $5.23 億 | 1.01% | +1,570,744+32.6% | 加碼 |
| UBS Asset Management Americas Inc | 6,517,300 | $5.34 億 | 0.30% | −443,934−6.4% | 減碼 |
| Legal & General Group Plc | 6,603,011 | $5.41 億 | 0.21% | −401,309−5.7% | 減碼 |
| Generation Investment Management LLP | 6,702,182 | $5.49 億 | 3.26% | +599,474+9.8% | 加碼 |
| Capital Research Global Investors | 6,925,488 | $5.67 億 | 0.19% | +1,558,630+29.0% | 加碼 |
| Deutsche Bank AG | 6,941,970 | $5.69 億 | 0.34% | +395,346+6.0% | 加碼 |
| Invesco Ltd. | 7,353,743 | $6.02 億 | 0.19% | −553,773−7.0% | 減碼 |
| Davis Selected Advisers | 7,357,696 | $6.03 億 | 4.29% | −57,688−0.8% | 減碼 |
| Norges Bank | 7,688,372 | $6.30 億 | 0.17% | +269,501+3.6% | 加碼 |
| Morgan Stanley | 7,794,340 | $6.39 億 | 0.09% | −465,715−5.6% | 減碼 |
| Price T Rowe Associates Inc | 7,985,761 | $6.54 億 | 0.11% | −1,136,413−12.5% | 減碼 |
| Bank of America Corp | 9,230,398 | $7.56 億 | 0.10% | −397,944−4.1% | 減碼 |
| Nuveen Asset Management, LLC | 9,253,318 | $7.58 億 | 0.31% | −985,126−9.6% | 減碼 |
| Northern Trust Corp | 10,371,163 | $8.50 億 | 0.19% | −41,533−0.4% | 減碼 |
| Ameriprise Financial Inc | 10,377,147 | $8.51 億 | 0.31% | +763,959+7.9% | 加碼 |
| FMR LLC | 11,024,774 | $9.03 億 | 0.09% | −486,006−4.2% | 減碼 |
| Bank of New York Mellon Corp | 12,192,651 | $9.99 億 | 0.24% | −481,177−3.8% | 減碼 |
| Geode Capital Management, LLC | 15,699,467 | $12.9 億 | 0.19% | −793,158−4.8% | 減碼 |
| Capital International Investors | 18,086,936 | $14.8 億 | 0.43% | −909,443−4.8% | 減碼 |
| Capital World Investors | 29,285,325 | $24.0 億 | 0.54% | −3,083,513−9.5% | 減碼 |
| State Street Corp | 38,407,152 | $31.5 億 | 0.20% | −483,397−1.2% | 減碼 |
| BlackRock Inc. | 69,390,593 | $56.9 億 | 0.19% | −1,099,772−1.6% | 減碼 |
| Vanguard Group Inc | 72,990,289 | $59.8 億 | 0.18% | −586,783−0.8% | 減碼 |
| Sofos Investments, Inc. | 328 | – | – | −218−39.9% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −8,894−100.0% | 清倉 |
| TCI Fund Management Ltd大師TCI 兒童投資基金 | 0 | $0 | 0.00% | −1,897,488−100.0% | 清倉 |
| Lansdowne Partners (UK) LLP | 0 | $0 | 0.00% | −452,192−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −181,200−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −175,525−100.0% | 清倉 |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −136,625−100.0% | 清倉 |
| Torray LLC | 0 | $0 | 0.00% | −84,846−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −68,416−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −68,014−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −66,000−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −48,736−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −48,020−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −47,089−100.0% | 清倉 |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −39,253−100.0% | 清倉 |
| Noked Capital LTD | 0 | $0 | 0.00% | −35,163−100.0% | 清倉 |
| Noked Israel Ltd | 0 | $0 | 0.00% | −35,163−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −34,365−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −34,081−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −33,878−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −32,901−100.0% | 清倉 |
| Madison Wealth Management | 0 | $0 | 0.00% | −32,550−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −30,414−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −18,957−100.0% | 清倉 |
| Asio Capital, LLC | 0 | $0 | 0.00% | −28,995−100.0% | 清倉 |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,000−100.0% | 清倉 |
| PFS Investments Inc. | 0 | $0 | 0.00% | −27,534−100.0% | 清倉 |
| Icon Advisers Inc | 0 | $0 | 0.00% | −27,300−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −23,477−100.0% | 清倉 |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −19,476−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −18,958−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −18,733−100.0% | 清倉 |
| Mader & Shannon Wealth Management, Inc. | 0 | $0 | 0.00% | −18,252−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,736−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,829−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,471−100.0% | 清倉 |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −15,658−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,223−100.0% | 清倉 |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −14,587−100.0% | 清倉 |