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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1,029,221 | $1.00 億 | 0.50% | −132,240−11.4% | 減碼 |
| APG Asset Management N.V. | 1,037,769 | $1.01 億 | 0.19% | +870,881+521.8% | 加碼 |
| Great West Life Assurance Co | 1,137,438 | $1.11 億 | 0.29% | −25,471−2.2% | 減碼 |
| Principal Financial Group Inc | 1,169,701 | $1.14 億 | 0.09% | −41,583−3.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,217,626 | $1.19 億 | 0.31% | −53,866−4.2% | 減碼 |
| State of Wisconsin Investment Board | 1,231,350 | $1.20 億 | 0.39% | −188,742−13.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,258,019 | $1.22 億 | 0.32% | +56,310+4.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 1,251,084 | $1.22 億 | 0.95% | +884,191+241.0% | 加碼 |
| Macquarie Group Ltd | 1,268,047 | $1.23 億 | 0.15% | +408,784+47.6% | 加碼 |
| Rafferty Asset Management, LLC | 1,272,090 | $1.24 億 | 1.04% | +1,703+0.1% | 加碼 |
| Bank of Montreal | 1,347,176 | $1.31 億 | 0.10% | +210,702+18.5% | 加碼 |
| National Pension Service | 1,392,834 | $1.36 億 | 0.27% | +8,288+0.6% | 加碼 |
| California State Teachers Retirement System | 1,466,901 | $1.43 億 | 0.22% | +3,055+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,609,458 | $1.57 億 | 0.27% | −1,589,925−49.7% | 減碼 |
| Rhumbline Advisers | 1,609,484 | $1.57 億 | 0.21% | +50,614+3.2% | 加碼 |
| Citigroup Inc | 1,692,523 | $1.65 億 | 0.23% | −437,929−20.6% | 減碼 |
| Nordea Investment Management AB | 1,776,135 | $1.70 億 | 0.26% | −156,659−8.1% | 減碼 |
| Harding Loevner LP | 1,876,061 | $1.83 億 | 1.05% | +197,315+11.8% | 加碼 |
| HSBC Holdings PLC | 1,884,561 | $1.83 億 | 0.23% | +552,204+41.4% | 加碼 |
| Wells Fargo & Company | 1,906,194 | $1.86 億 | 0.06% | −65,714−3.3% | 減碼 |
| Credit Suisse AG | 1,986,504 | $1.93 億 | 0.21% | +19,385+1.0% | 加碼 |
| California Public Employees Retirement System | 1,995,885 | $1.94 億 | 0.17% | −7,140−0.4% | 減碼 |
| LSV Asset Management | 2,007,549 | $1.95 億 | 0.43% | −411,852−17.0% | 減碼 |
| Cottage Street Advisors LLC | 848,243 | $2.03 億 | 2.11% | +837,124+7,528.8% | 加碼 |
| Vulcan Value Partners, LLC | 2,183,113 | $2.12 億 | 2.85% | −1,661,563−43.2% | 減碼 |
| First Trust Advisors LP | 2,213,714 | $2.16 億 | 0.26% | −425,950−16.1% | 減碼 |
| Allianz Asset Management GmbH | 2,278,587 | $2.22 億 | 0.49% | −115,138−4.8% | 減碼 |
| Millennium Management LLC | 2,281,976 | $2.22 億 | 0.25% | +1,760,149+337.3% | 加碼 |
| New York State Common Retirement Fund | 2,328,400 | $2.27 億 | 0.31% | −97,784−4.0% | 減碼 |
| Putnam Investments LLC | 2,407,172 | $2.34 億 | 0.41% | +1,538,569+177.1% | 加碼 |
| JPMorgan Chase & Co | 2,469,114 | $2.40 億 | 0.03% | +174,913+7.6% | 加碼 |
| Egerton Capital (UK) LLP | 2,469,856 | $2.41 億 | 2.07% | −3,393,546−57.9% | 減碼 |
| Royal Bank of Canada | 2,583,848 | $2.52 億 | 0.08% | +70,995+2.8% | 加碼 |
| Ensign Peak Advisors, Inc | 2,795,211 | $2.72 億 | 0.61% | −100,190−3.5% | 減碼 |
| Voya Investment Management LLC | 2,859,139 | $2.78 億 | 0.32% | −348,336−10.9% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 2,967,170 | $2.89 億 | 4.87% | +136,070+4.8% | 加碼 |
| Barclays PLC | 3,028,819 | $2.95 億 | 0.25% | +604,586+24.9% | 加碼 |
| FIL Ltd | 3,282,598 | $3.20 億 | 0.38% | +66,943+2.1% | 加碼 |
| Amundi | 3,008,479 | $3.31 億 | 0.18% | −2,379,313−44.2% | 減碼 |
| Alliancebernstein L.P. | 3,403,465 | $3.31 億 | 0.15% | −569,879−14.3% | 減碼 |
| UBS Group AG | 3,407,098 | $3.32 億 | 0.16% | +538,862+18.8% | 加碼 |
| Cantillon Capital Management LLC | 3,417,270 | $3.33 億 | 2.82% | −53,313−1.5% | 減碼 |
| Swiss National Bank | 3,496,600 | $3.40 億 | 0.24% | −273,470−7.3% | 減碼 |
| Franklin Resources Inc | 3,586,528 | $3.49 億 | 0.18% | +997,128+38.5% | 加碼 |
| Massachusetts Financial Services Co | 3,830,294 | $3.73 億 | 0.13% | −862,488−18.4% | 減碼 |
| Boston Partners | 3,858,400 | $3.79 億 | 0.51% | +428,843+12.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,914,533 | $3.81 億 | 0.30% | −413,258−9.5% | 減碼 |
| Dimensional Fund Advisors LP | 3,943,799 | $3.84 億 | 0.14% | −148,937−3.6% | 減碼 |
| Impax Asset Management Group plc | 3,972,186 | $3.86 億 | 1.73% | +451,540+12.8% | 加碼 |
| Fisher Asset Management, LLC | 3,998,596 | $3.89 億 | 0.26% | −1,312,851−24.7% | 減碼 |
| Primecap Management Co | 4,015,083 | $3.91 億 | 0.36% | −104,500−2.5% | 減碼 |
| Van Eck Associates Corp | 4,268,034 | $4.16 億 | 1.07% | −330,896−7.2% | 減碼 |
| Matrix Capital Management Company, LP | 4,269,000 | $4.16 億 | 7.94% | +406,000+10.5% | 加碼 |
| Charles Schwab Investment Management Inc | 4,466,884 | $4.35 億 | 0.14% | +93,578+2.1% | 加碼 |
| Goldman Sachs Group Inc | 5,183,030 | $5.05 億 | 0.14% | −711,499−12.1% | 減碼 |
| Swedbank AB | 5,215,662 | $5.08 億 | 1.12% | −904,692−14.8% | 減碼 |
| American Century Companies Inc | 5,482,031 | $5.34 億 | 0.44% | +868,161+18.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,484,932 | $5.34 億 | 0.95% | −897,889−14.1% | 減碼 |
| Lazard Asset Management LLC | 5,663,160 | $5.51 億 | 0.76% | +503,665+9.8% | 加碼 |
| Legal & General Group Plc | 6,242,758 | $6.08 億 | 0.23% | −360,253−5.5% | 減碼 |
| UBS Asset Management Americas Inc | 6,323,891 | $6.16 億 | 0.32% | −193,409−3.0% | 減碼 |
| Invesco Ltd. | 6,430,851 | $6.26 億 | 0.18% | −922,892−12.5% | 減碼 |
| Deutsche Bank AG | 6,567,114 | $6.40 億 | 0.37% | −374,856−5.4% | 減碼 |
| Pictet Asset Management SA | 6,743,458 | $6.57 億 | 0.95% | +518,761+8.3% | 加碼 |
| Generation Investment Management LLP | 6,963,509 | $6.78 億 | 3.91% | +261,327+3.9% | 加碼 |
| Parnassus Investments | 7,240,747 | $7.05 億 | 1.75% | +3,373,082+87.2% | 加碼 |
| Davis Selected Advisers | 7,259,244 | $7.07 億 | 4.80% | −98,452−1.3% | 減碼 |
| Capital Research Global Investors | 7,454,799 | $7.26 億 | 0.22% | +529,311+7.6% | 加碼 |
| Morgan Stanley | 8,614,319 | $8.39 億 | 0.10% | +819,979+10.5% | 加碼 |
| Nuveen Asset Management, LLC | 9,296,662 | $9.05 億 | 0.35% | +43,344+0.5% | 加碼 |
| Bank of America Corp | 9,514,237 | $9.26 億 | 0.12% | +283,839+3.1% | 加碼 |
| Norges Bank | 9,555,399 | $9.31 億 | 0.22% | +1,867,027+24.3% | 加碼 |
| Ameriprise Financial Inc | 10,209,799 | $9.94 億 | 0.34% | −167,348−1.6% | 減碼 |
| Northern Trust Corp | 10,327,610 | $10.1 億 | 0.21% | −43,553−0.4% | 減碼 |
| Bank of New York Mellon Corp | 10,988,168 | $10.7 億 | 0.24% | −1,204,483−9.9% | 減碼 |
| FMR LLC | 11,841,443 | $11.5 億 | 0.11% | +816,669+7.4% | 加碼 |
| Price T Rowe Associates Inc | 12,263,246 | $11.9 億 | 0.19% | +4,277,485+53.6% | 加碼 |
| Geode Capital Management, LLC | 15,911,113 | $15.5 億 | 0.22% | +211,646+1.3% | 加碼 |
| Capital International Investors | 18,120,004 | $17.6 億 | 0.47% | +33,068+0.2% | 加碼 |
| Capital World Investors | 34,655,751 | $33.7 億 | 0.72% | +5,370,426+18.3% | 加碼 |
| State Street Corp | 38,133,674 | $37.1 億 | 0.22% | −273,478−0.7% | 減碼 |
| BlackRock Inc. | 69,228,259 | $67.4 億 | 0.21% | −162,334−0.2% | 減碼 |
| Vanguard Group Inc | 73,671,156 | $71.7 億 | 0.20% | +680,867+0.9% | 加碼 |
| Independent Advisor Alliance | 12,631 | – | – | −17,634−58.3% | 減碼 |
| Soundwatch Capital LLC | 320 | – | – | +320 | 新進 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,748,165−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,076,984−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −540,515−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −508,323−100.0% | 清倉 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −350,100−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −171,481−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −146,625−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −103,768−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −71,600−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,164−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −43,102−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −40,500−100.0% | 清倉 |