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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 4 季與 2022 年第 3 季比較

持有 Applied Materials Inc 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

AMAT 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數1,561301,685+154
股數6.65 億128.6 萬6.67 億+392.7 萬 (+0.6%)
市值$545.1 億$1.06 億$651.2 億+$107.2 億 (+19.7%)

30 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(245 家)

2022 年第 4 季季末持有 Applied Materials Inc、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 245 家。

2022 年第 4 季新進 AMAT 的機構
機構股數市值佔組合 %
Scge Management, L.P.517,000$5,035 萬1.78%
ARGA Investment Management, LP409,770$3,990 萬1.70%
Hudson Bay Capital Management LP300,000$2,921 萬0.34%
CI Private Wealth, LLC281,357$2,743 萬0.10%
Ariose Capital Management Ltd274,365$2,672 萬11.60%
La Banque Postale Asset Management SA250,897$2,443 萬0.70%
Manning & Napier Group, LLC204,299$1,989 萬0.24%
HRT Financial LP181,074$1,763 萬0.25%
J. Goldman & Co LP175,214$1,706 萬1.20%
Cavalry Management Group, LLC172,122$1,676 萬6.76%
Varma Mutual Pension Insurance Co150,000$1,461 萬0.21%
Sanders Capital, LLC148,273$1,444 萬0.04%
Connor, Clark & Lunn Investment Management Ltd.146,690$1,428 萬0.08%
Gillespie Robinson & Grimm Inc138,792$1,352 萬1.38%
Bornite Capital Management LP125,000$1,217 萬3.17%
Talbot Financial, LLC123,934$1,207 萬2.48%
Value Aligned Research Advisors, LLC122,194$1,190 萬5.39%
Engine No. 1 LLC115,720$1,127 萬5.54%
Goodman Financial Corp105,900$1,031 萬3.25%
Antipodes Partners Ltd105,072$1,023 萬0.37%
Longbow Finance SA92,503$900.8 萬1.21%
Torray LLC76,014$740.2 萬1.33%
Glassy Mountain Advisors, Inc.55,984$545.2 萬3.00%
Cooper Creek Partners Management LLC55,108$536.6 萬0.44%
Cinctive Capital Management LP54,342$529.2 萬0.27%
WoodTrust Financial Corp53,496$520.9 萬1.08%
Compass Wealth Management LLC53,491$520.9 萬1.71%
FourThought Financial Partners, LLC50,310$489.9 萬0.71%
Koshinski Asset Management, Inc.45,831$446.3 萬0.43%
McIntyre Freedman & Flynn Investment Advisers Inc44,904$437.3 萬3.62%
Maytus Capital Management, LLC42,500$413.9 萬4.67%
Petredis Investment Advisors LLC34,232$333.4 萬0.60%
Allstate Investment Management Co33,035$321.7 萬0.10%
Argonautica Private Wealth Management, Inc32,134$312.9 萬1.60%
Lombard Odier Asset Management (USA) Corp31,466$306.4 萬0.50%
Keystone Investors Pte Ltd31,378$305.6 萬1.46%
Bleakley Financial Group, LLC30,242$294.5 萬0.11%
Crestline Management, LP29,689$289.1 萬0.42%
Duality Advisers, LP28,692$279.4 萬0.32%
Nishkama Capital, LLC28,569$278.2 萬0.94%
Stoneridge Investment Partners LLC27,056$263.5 萬1.45%
Sepio Capital, LP26,202$255.2 萬0.22%
Capital Group Investment Management Pte. Ltd.25,333$246.7 萬0.09%
PEAK6 Investments LLC25,283$246.2 萬0.14%
Beacon Investment Advisors LLC23,248$226.4 萬1.89%
SP Asset Management LLC22,784$221.9 萬0.30%
Weiss Multi-Strategy Advisers LLC20,979$204.3 萬0.06%
Dynamic Technology Lab Private Ltd20,485$199.5 萬0.20%
WS Portfolio Advisory, LLC20,373$198.4 萬0.56%
Cipher Capital LP18,163$176.9 萬0.33%
Investment Management Corp of Ontario17,872$174.0 萬0.08%
Knollwood Investment Advisory, LLC17,534$170.7 萬0.67%
Coldstream Capital Management Inc15,935$155.2 萬0.06%
Atom Investors LP15,816$154.0 萬0.77%
Alight Capital Management LP15,000$146.1 萬1.56%
Alpha DNA Investment Management LLC14,677$142.9 萬0.76%
Trivest Advisors Ltd14,668$142.8 萬0.17%
Meeder Advisory Services, Inc.13,532$131.8 萬0.17%
SYSTM Wealth Solutions LLC13,091$127.5 萬0.16%
Auto-Owners Insurance Co13,000$126.6 萬0.05%
Scott & Selber, Inc.12,814$124.8 萬0.56%
Cyndeo Wealth Partners, LLC12,636$123.1 萬0.14%
Delphi Management Inc12,287$119.7 萬1.45%
Garda Capital Partners LP12,285$119.6 萬1.11%
Kennedy Investment Group11,511$112.1 萬0.71%
AFS Financial Group, LLC11,463$111.6 萬0.79%
Journey Advisory Group, LLC11,117$108.3 萬0.27%
Pacific Sage Partners, LLC10,322$100.5 萬0.33%
Empowered Funds, LLC10,256$99.9 萬0.07%
Lifestyle Asset Management, Inc.9,524$92.7 萬0.74%
Fort Washington Investment Advisors Inc9,275$90.3 萬0.01%
Blueshift Asset Management, LLC9,127$88.9 萬0.41%
Sphera Funds Management Ltd.8,499$82.8 萬0.26%
Gsa Capital Partners LLP8,349$81.3 萬0.10%
Robbie L. Kennerson P.A., Inc.8,300$80.8 萬0.82%
Brevan Howard Capital Management LP8,000$77.9 萬0.23%
CFO4Life, L.P.7,651$74.5 萬0.16%
Viawealth, LLC6,839$72.8 萬0.60%
Friedenthal Financial7,320$71.3 萬0.50%
Mosaic Family Wealth Partners, LLC6,920$67.4 萬0.19%
Linden Thomas Advisory Services, LLC6,825$66.5 萬0.19%
Wesbanco Bank Inc6,772$66.0 萬0.03%
McGlone Suttner Wealth Management, Inc.6,572$64.0 萬0.20%
DFPG Investments, LLC5,551$61.1 萬0.10%
CMT Capital Markets Trading GmbH6,237$60.7 萬0.34%
Echo Street Capital Management LLC6,107$59.5 萬0.01%
Point72 Middle East FZE6,042$58.8 萬0.05%
Matthews International Capital Management LLC5,926$57.7 萬0.07%
Insigneo Advisory Services, LLC5,856$57.0 萬0.22%
Autumn Glory Partners, LLC5,840$56.9 萬0.30%
Virtu Financial LLC5,780$56.3 萬0.07%
STF Management LP5,733$55.8 萬0.80%
Portman Square Capital LLP5,697$55.5 萬0.27%
Aaron Wealth Advisors5,579$54.3 萬0.08%
Elevated Capital Advisors, LLC5,545$54.0 萬0.21%
DoubleLine ETF Adviser LP5,409$52.7 萬0.27%
Sonoma Private Wealth LLC5,125$49.9 萬1.10%
3Chopt Investment Partners, LLC5,070$49.4 萬0.27%
Y.D. More Investments Ltd5,067$49.2 萬0.13%
Carr Financial Group Corp4,771$46.5 萬0.24%

清倉機構(91 家)

2022 年第 3 季季末持有 Applied Materials Inc、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 AMAT 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Renaissance Technologies LLC2,748,165$2.25 億
Two Sigma Investments, LP1,076,984$8,824 萬
Citadel Advisors LLC540,515$4,428 萬
Twinbeech Capital LP508,323$4,165 萬
Southpoint Capital Advisors LP400,000$3,277 萬
MUFG Americas Holdings Corp350,100$2,868 萬
Capitolis Advisors LLC200,000$1,639 萬
Quadrature Capital Ltd171,481$1,405 萬
Bridgewater Associates, LP146,625$1,201 萬
Engineers Gate Manager LP103,768$850.2 萬
Ilmarinen Mutual Pension Insurance Co75,000$614.5 萬
Alberta Investment Management Corp71,600$586.6 萬
Voloridge Investment Management, LLC67,164$550.3 萬
Capula Management Ltd43,102$353.2 萬
Moore Capital Management, LP40,500$331.8 萬
Marietta Wealth Management, LLC39,397$322.8 萬
Stamos Capital Partners, L.P.34,200$280.2 萬
Gilman Hill Asset Management, LLC32,190$263.7 萬
Jennison Associates LLC30,713$251.6 萬
Occudo Quantitative Strategies LP25,553$209.4 萬
Senvest Management, LLC25,000$204.8 萬
AlphaCrest Capital Management LLC21,270$174.3 萬
Optiver Holding B.V.20,761$170.1 萬
Redwood Investment Management, LLC19,346$158.5 萬
Pensionfund Sabic19,000$155.7 萬
Bridgewater Advisors Inc.18,781$153.9 萬
Bridgeway Capital Management, LLC18,500$151.6 萬
HAP Trading, LLC16,754$137.3 萬
Harvey Capital Management Inc16,495$135.1 萬
Marshall Financial Group LLC16,118$132.1 萬
OPSEU Pension Plan Trust Fund13,776$118.1 萬
Caxton Associates LP11,167$91.5 萬
Symmetry Investments LP10,832$88.7 萬
Virtus Family Office LLC9,506$77.9 萬
SWS Partners9,359$76.7 萬
Blue Whale Capital LLP7,000$57.4 萬
Highland Private Wealth Management6,883$56.3 萬
Wealthsource Partners, LLC6,752$55.3 萬
Credit Capital Investments LLC5,647$46.3 萬
GenTrust, LLC5,118$41.9 萬
Fox Run Management, L.L.C.4,901$40.2 萬
Enlightenment Research, LLC4,500$36.9 萬
Lebenthal Global Advisors, LLC4,338$35.5 萬
Barnett & Company, Inc.4,180$34.2 萬
Jackson Creek Investment Advisors LLC4,127$33.8 萬
Clear Street Markets LLC4,106$33.6 萬
Bank of Hawaii4,048$33.1 萬
Charles Schwab Trust Co3,853$31.6 萬
Everhart Financial Group, Inc.3,514$28.8 萬
LGT Fund Management Co Ltd.3,400$27.9 萬
King Wealth3,398$27.8 萬
Goelzer Investment Management, Inc.3,365$27.6 萬
Burns Matteson Capital Management, LLC3,115$25.5 萬
Investment Partners, Ltd.2,968$24.3 萬
DSC Advisors, L.P.2,943$24.1 萬
Wealth Alliance2,911$23.9 萬
Axiom Financial Strategies, LLC2,899$23.8 萬
Strong Tower Advisory Services2,825$23.1 萬
Graham Capital Management, L.P.2,791$22.8 萬
Carl Stuart Investment Advisor, Inc2,390$21.3 萬
FSM Wealth Advisors, LLC2,596$21.3 萬
Asahi Life Asset Management Co., Ltd.1,800$14.7 萬
Hudock, Inc.1,676$13.7 萬
Austin Private Wealth, LLC1,648$13.5 萬
Ellis Investment Partners, LLC1,605$13.1 萬
Icon Wealth Advisors, LLC1,600$13.1 萬
Professional Financial Advisors, LLC1,403$11.5 萬
Castle Wealth Management LLC1,330$10.9 萬
Walleye Capital LLC1,114$9.10 萬
Axiom Investment Management LLC965$8.00 萬
Evoke Wealth, LLC753$6.20 萬
EdgeRock Capital LLC596$4.90 萬
Cowa, LLC572$4.70 萬
Point72 Hong Kong Ltd512$4.20 萬
Pittenger & Anderson Inc450$3.70 萬
GPS Wealth Strategies Group, LLC262$2.10 萬
Investors Asset Management of Georgia Inc200$1.60 萬
McMillion Capital Management Inc198$1.60 萬
Standard Family Office LLC161$1.30 萬
Almanack Investment Partners, LLC.123$1.00 萬
Trust Co105$9,000
Ironwood Wealth Management, LLC.100$9,000
Country Trust Bank100$8,000
Wagner Wealth Management, LLC74$6,000
Annapolis Financial Services, LLC61$5,000
Capital Management Associates36$3,000
Blue Bell Private Wealth Management, LLC40$3,000
Stuart Chaussee & Associates, Inc.31$3,000
FSC Wealth Advisors, LLC30$2,000
Resources Management Corp13$1,000
Financial Enhancement Group LLC16$1,000

尚未申報 2022 年第 4 季的機構(30 家)

2022 年第 3 季季末持有 Applied Materials Inc、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 AMAT、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management782,000$6,407 萬
Agf Investments Inc.66,252$542.8 萬
FourThought Financial, LLC52,310$428.6 萬
Regentatlantic Capital LLC51,176$419.3 萬
Doyle Wealth Management50,713$415.5 萬
Dowling & Yahnke LLC41,524$340.2 萬
Covington Capital Management27,537$225.6 萬
SP Asset Management24,486$200.6 萬
ACG Wealth22,865$187.3 萬
Strategic Wealth Advisors Group, LLC19,775$162.0 萬
Redpoint Investment Management Pty Ltd19,582$160.4 萬
Corient Capital Partners, LLC13,546$123.2 萬
Inverness Counsel LLC14,976$122.7 萬
Keebeck Alpha, LP13,509$110.7 萬
Liberty Wealth Management LLC13,437$110.0 萬
American Portfolios Advisors11,936$97.8 萬
55I, LLC11,104$91.0 萬
Wipfli Financial Advisors LLC,10,084$82.6 萬
Jefferies Group LLC8,680$71.1 萬
Morris Capital Advisors, LLC8,030$65.8 萬
UBP Investment Advisors SA5,211$43.0 萬
Maxele Advisors, LLC4,985$40.8 萬
Roberts Capital Advisors, LLC4,500$36.9 萬
Bluestein R H & Co3,900$32.0 萬
Cornerstone Wealth Management, LLC2,487$20.4 萬
NuWave Investment Management, LLC1,019$8.30 萬
Surevest, LLC310$2.50 萬
Siena Capital LLC200$1.60 萬
Monolith Advisors78$6,000
USA Financial Portformulas Corp58$5,000