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 13F 持有人
Applied Materials Inc 在 2022/12/31 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
- 1,685
- 較 2022 年第 3 季 +154 家
- 持有股數
- 6.67 億
- 較 2022 年第 3 季 +392.7 萬 (+0.6%)
- 總市值
- $651.2 億
- 較 2022 年第 3 季 +$107.2 億 (+19.7%)
- 新進機構
- 245
- 另有 577 家加碼
- 清倉機構
- 91
- 另有 649 家減碼
另有 30 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 289,717 | $2,821 萬 | 0.14% | −479,866−62.4% | 減碼 |
| Kiltearn Partners LLP | 300,000 | $2,921 萬 | 2.14% | +162,400+118.0% | 加碼 |
| Hudson Bay Capital Management LP | 300,000 | $2,921 萬 | 0.34% | +300,000 | 新進 |
| CIBC Asset Management Inc | 301,874 | $2,940 萬 | 0.12% | −5,503−1.8% | 減碼 |
| American International Group, Inc. | 305,933 | $2,979 萬 | 0.21% | −18,204−5.6% | 減碼 |
| Ci Investments Inc. | 306,254 | $2,982 萬 | 0.15% | −45,054−12.8% | 減碼 |
| Employees Retirement System of Texas | 309,792 | $3,017 萬 | 0.44% | 00.0% | 不變 |
| Cambiar Investors LLC | 311,734 | $3,036 萬 | 1.38% | −28,107−8.3% | 減碼 |
| Qube Research & Technologies Ltd | 312,471 | $3,043 萬 | 0.18% | −134,221−30.0% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $3,117 萬 | 1.58% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 324,809 | $3,163 萬 | 1.08% | +38,062+13.3% | 加碼 |
| SEI Investments Co | 331,939 | $3,232 萬 | 0.07% | +41,600+14.3% | 加碼 |
| Employees Provident Fund Board | 338,695 | $3,298 萬 | 0.95% | −297,946−46.8% | 減碼 |
| Aviva PLC | 340,323 | $3,314 萬 | 0.16% | +15,611+4.8% | 加碼 |
| Guggenheim Capital LLC | 340,586 | $3,317 萬 | 0.29% | −31,887−8.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 345,221 | $3,362 萬 | 0.43% | +2,032+0.6% | 加碼 |
| Argent Capital Management LLC | 346,506 | $3,374 萬 | 1.21% | −1,811−0.5% | 減碼 |
| HighTower Advisors, LLC | 347,036 | $3,378 萬 | 0.08% | −28,798−7.7% | 減碼 |
| Schroder Investment Management Group | 350,767 | $3,416 萬 | 0.05% | −24,625−6.6% | 減碼 |
| Asset Management One Co.,Ltd. | 351,942 | $3,419 萬 | 0.17% | −11,249−3.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 351,573 | $3,424 萬 | 1.94% | −1,889−0.5% | 減碼 |
| LPL Financial LLC | 376,230 | $3,664 萬 | 0.03% | +7,912+2.1% | 加碼 |
| Korea Investment CORP | 383,861 | $3,738 萬 | 0.12% | −563,502−59.5% | 減碼 |
| Formuepleje A/S | 384,047 | $3,740 萬 | 3.15% | −32,988−7.9% | 減碼 |
| Russell Investments Group, Ltd. | 386,900 | $3,764 萬 | 0.08% | −484,495−55.6% | 減碼 |
| Tocqueville Asset Management L.P. | 387,562 | $3,774 萬 | 0.72% | 00.0% | 不變 |
| M&T Bank Corp | 395,273 | $3,850 萬 | 0.15% | +21,116+5.6% | 加碼 |
| Natixis Advisors, L.P. | 396,309 | $3,859 萬 | 0.15% | +135,508+52.0% | 加碼 |
| Earnest Partners LLC | 400,812 | $3,903 萬 | 0.24% | +9,791+2.5% | 加碼 |
| ARGA Investment Management, LP | 409,770 | $3,990 萬 | 1.70% | +409,770 | 新進 |
| Clal Insurance Enterprises Holdings Ltd | 412,000 | $4,012 萬 | 0.60% | −88,000−17.6% | 減碼 |
| Man Group plc | 412,071 | $4,013 萬 | 0.14% | +36,739+9.8% | 加碼 |
| Treasurer of the State of North Carolina | 412,511 | $4,017 萬 | 0.24% | +17,109+4.3% | 加碼 |
| Whittier Trust Co | 412,689 | $4,019 萬 | 0.78% | −10,429−2.5% | 減碼 |
| AXA S.A. | 421,512 | $4,105 萬 | 0.15% | −84,419−16.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 427,062 | $4,159 萬 | 0.47% | −63,700−13.0% | 減碼 |
| British Columbia Investment Management Corp | 428,064 | $4,168 萬 | 0.46% | −475,182−52.6% | 減碼 |
| Nuance Investments, LLC | 429,336 | $4,181 萬 | 0.88% | +281,479+190.4% | 加碼 |
| Kempen Capital Management N.V. | 444,263 | $4,326 萬 | 1.26% | +306,831+223.3% | 加碼 |
| Fifth Third Bancorp | 454,725 | $4,428 萬 | 0.21% | −37,103−7.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 459,541 | $4,475 萬 | 0.07% | +15,575+3.5% | 加碼 |
| Jane Street Group, LLC | 459,854 | $4,478 萬 | 0.08% | +105,072+29.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 462,891 | $4,508 萬 | 0.04% | +22,370+5.1% | 加碼 |
| Natixis | 470,294 | $4,580 萬 | 0.27% | −101,439−17.7% | 減碼 |
| Erste Asset Management GmbH | 487,192 | $4,723 萬 | 1.00% | +18,305+3.9% | 加碼 |
| Brandes Investment Partners, LP | 504,603 | $4,914 萬 | 1.38% | −64,940−11.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 508,167 | $4,949 萬 | 0.19% | 00.0% | 不變 |
| Scge Management, L.P. | 517,000 | $5,035 萬 | 1.78% | +517,000 | 新進 |
| Public Employees Retirement System of Ohio | 521,125 | $5,075 萬 | 0.22% | −1,728−0.3% | 減碼 |
| Nomura Asset Management Co Ltd | 528,070 | $5,142 萬 | 0.30% | +15,569+3.0% | 加碼 |
| Toronto Dominion Bank | 533,050 | $5,188 萬 | 0.08% | +10,789+2.1% | 加碼 |
| Westfield Capital Management Co LP | 535,273 | $5,212 萬 | 0.40% | −199,148−27.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 537,549 | $5,235 萬 | 0.22% | −47,535−8.1% | 減碼 |
| Panagora Asset Management Inc | 545,474 | $5,312 萬 | 0.35% | −136,174−20.0% | 減碼 |
| Storebrand Asset Management AS | 567,599 | $5,527 萬 | 0.31% | −10,277−1.8% | 減碼 |
| Intech Investment Management LLC | 570,876 | $5,559 萬 | 0.42% | −16,083−2.7% | 減碼 |
| Standard Life Aberdeen plc | 587,403 | $5,720 萬 | 0.16% | +45,021+8.3% | 加碼 |
| Sound Shore Management Inc | 594,937 | $5,793 萬 | 2.18% | −27,636−4.4% | 減碼 |
| Truist Financial Corp | 607,380 | $5,915 萬 | 0.10% | −13,192−2.1% | 減碼 |
| Clark Capital Management Group, Inc. | 607,402 | $5,915 萬 | 0.54% | +194,196+47.0% | 加碼 |
| KBC Group NV | 613,343 | $5,973 萬 | 0.29% | +20,903+3.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 617,502 | $6,013 萬 | 0.41% | +48,989+8.6% | 加碼 |
| Los Angeles Capital Management LLC | 623,779 | $6,074 萬 | 0.29% | −166,959−21.1% | 減碼 |
| Epoch Investment Partners, Inc. | 623,807 | $6,075 萬 | 0.36% | +48,420+8.4% | 加碼 |
| Retirement Systems of Alabama | 631,710 | $6,152 萬 | 0.27% | −191,743−23.3% | 減碼 |
| Royal London Asset Management Ltd | 633,240 | $6,167 萬 | 0.28% | +29,993+5.0% | 加碼 |
| Zurich Insurance Group Ltd | 641,263 | $6,245 萬 | 0.89% | +33,779+5.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 646,001 | $6,291 萬 | 0.15% | −15,600−2.4% | 減碼 |
| STRS Ohio | 654,571 | $6,374 萬 | 0.29% | −272,870−29.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 665,432 | $6,437 萬 | 0.18% | +68,309+11.4% | 加碼 |
| AQR Capital Management LLC | 701,847 | $6,728 萬 | 0.15% | −253,404−26.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 704,892 | $6,864 萬 | 0.25% | +292,855+71.1% | 加碼 |
| Victory Capital Management Inc | 712,585 | $6,939 萬 | 0.08% | −99,777−12.3% | 減碼 |
| US Bancorp | 714,800 | $6,961 萬 | 0.12% | +352,232+97.1% | 加碼 |
| Neuberger Berman Group LLC | 715,911 | $6,967 萬 | 0.07% | −51,368−6.7% | 減碼 |
| Stifel Financial Corp | 722,113 | $7,032 萬 | 0.11% | −28,037−3.7% | 減碼 |
| Coatue Management LLC大師Coatue | 750,711 | $7,310 萬 | 0.82% | +233,597+45.2% | 加碼 |
| Close Asset Management Ltd | 753,238 | $7,336 萬 | 3.90% | −14,348−1.9% | 減碼 |
| Thrivent Financial for Lutherans | 755,208 | $7,354 萬 | 0.19% | +712,026+1,648.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 756,071 | $7,363 萬 | 0.05% | +123,822+19.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 759,366 | $7,395 萬 | 0.23% | +277,614+57.6% | 加碼 |
| Bristol Gate Capital Partners Inc. | 772,804 | $7,526 萬 | 4.30% | −13,807−1.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 786,689 | $7,661 萬 | 1.87% | +481,997+158.2% | 加碼 |
| Prudential Financial Inc | 794,015 | $7,732 萬 | 0.13% | −293,750−27.0% | 減碼 |
| Assenagon Asset Management S.A. | 803,596 | $7,825 萬 | 0.32% | +315,478+64.6% | 加碼 |
| Envestnet Asset Management Inc | 816,124 | $7,947 萬 | 0.04% | +42,572+5.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 817,394 | $7,960 萬 | 0.54% | +7,187+0.9% | 加碼 |
| Susquehanna International Group, LLP | 829,372 | $8,076 萬 | 0.16% | +230,037+38.4% | 加碼 |
| ProShare Advisors LLC | 833,949 | $8,121 萬 | 0.29% | −98,297−10.5% | 減碼 |
| Janus Henderson Group PLC | 856,632 | $8,342 萬 | 0.06% | −147,313−14.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 895,446 | $8,720 萬 | 0.47% | −26,932−2.9% | 減碼 |
| TD Asset Management Inc | 917,581 | $8,935 萬 | 0.11% | +46,286+5.3% | 加碼 |
| Abrams Bison Investments, LLC | 924,000 | $8,998 萬 | 9.60% | −1,000−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 946,778 | $9,220 萬 | 0.23% | +40,566+4.5% | 加碼 |
| Theleme Partners LLP | 958,000 | $9,329 萬 | 3.59% | 00.0% | 不變 |
| New York State Teachers Retirement System | 959,063 | $9,339 萬 | 0.23% | −14,608−1.5% | 減碼 |
| Raymond James & Associates | 961,444 | $9,363 萬 | 0.09% | +171,313+21.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,011,187 | $9,847 萬 | 0.24% | −18,680−1.8% | 減碼 |
| Vontobel Holding Ltd. | 1,047,117 | $9,866 萬 | 1.00% | +97,897+10.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,019,953 | $9,932 萬 | 0.26% | −4,237−0.4% | 減碼 |