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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 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 |
|---|---|---|---|---|---|
| Harbor Island Capital LLC | 266,245 | $2,593 萬 | 16.51% | +6,310+2.4% | 加碼 |
| MetLife Investment Management | 256,617 | $2,499 萬 | 0.19% | −8,071−3.0% | 減碼 |
| Pinebridge Investments, L.P. | 255,109 | $2,484 萬 | 0.30% | +53,502+26.5% | 加碼 |
| Bank of Nova Scotia | 251,074 | $2,445 萬 | 0.06% | −256,217−50.5% | 減碼 |
| La Banque Postale Asset Management SA | 250,897 | $2,443 萬 | 0.70% | +250,897 | 新進 |
| Handelsbanken Fonder AB | 250,219 | $2,437 萬 | 0.15% | +10,450+4.4% | 加碼 |
| Teacher Retirement System of Texas | 248,991 | $2,425 萬 | 0.18% | −84,897−25.4% | 減碼 |
| Mizuho Markets Cayman LP | 246,673 | $2,402 萬 | 3.27% | +61,475+33.2% | 加碼 |
| Sit Investment Associates Inc | 244,740 | $2,383 萬 | 0.67% | −10,322−4.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 239,465 | $2,332 萬 | 0.04% | −108,228−31.1% | 減碼 |
| Amalgamated Bank | 236,051 | $2,299 萬 | 0.21% | −1,359−0.6% | 減碼 |
| Cardinal Capital Management, Inc. | 234,473 | $2,283 萬 | 1.29% | +11,908+5.4% | 加碼 |
| Arizona State Retirement System | 234,410 | $2,283 萬 | 0.22% | −2,064−0.9% | 減碼 |
| Assetmark, Inc | 232,490 | $2,264 萬 | 0.10% | −24,928−9.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 231,834 | $2,258 萬 | 0.60% | +213,399+1,157.6% | 加碼 |
| Peapack Gladstone Financial Corp | 231,725 | $2,257 萬 | 0.44% | +12,008+5.5% | 加碼 |
| Dundas Partners LLP | 230,469 | $2,244 萬 | 2.44% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 229,155 | $2,233 萬 | 0.17% | −55,178−19.4% | 減碼 |
| Coronation Fund Managers Ltd. | 227,931 | $2,220 萬 | 0.62% | +70,999+45.2% | 加碼 |
| National Bank of Canada | 226,895 | $2,209 萬 | 0.06% | −261,972−53.6% | 減碼 |
| Virginia Retirement Systems Et Al | 226,100 | $2,202 萬 | 0.23% | −13,600−5.7% | 減碼 |
| South Dakota Investment Council | 224,453 | $2,186 萬 | 0.49% | −6,945−3.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 224,167 | $2,183 萬 | 0.38% | −51,416−18.7% | 減碼 |
| ING Groep NV | 224,009 | $2,181 萬 | 0.22% | +18,959+9.2% | 加碼 |
| Advisor Group Holdings, Inc. | 220,713 | $2,150 萬 | 0.04% | +5,730+2.7% | 加碼 |
| Norris Perne & French LLP | 220,373 | $2,146 萬 | 2.12% | +15,420+7.5% | 加碼 |
| Tredje AP-fonden | 220,053 | $2,143 萬 | 0.37% | +15,742+7.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 219,628 | $2,139 萬 | 0.36% | −2,501−1.1% | 減碼 |
| Xponance, Inc. | 215,697 | $2,100 萬 | 0.34% | +34,472+19.0% | 加碼 |
| Grandfield & Dodd, LLC | 214,742 | $2,091 萬 | 1.53% | −770−0.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 213,938 | $2,083 萬 | 0.54% | −14,738−6.4% | 減碼 |
| Boston Trust Walden Corp | 210,311 | $2,048 萬 | 0.18% | −1,930−0.9% | 減碼 |
| Vident Investment Advisory, LLC | 205,959 | $2,006 萬 | 0.76% | +169,888+471.0% | 加碼 |
| Manning & Napier Group, LLC | 204,299 | $1,989 萬 | 0.24% | +204,299 | 新進 |
| ExodusPoint Capital Management, LP | 203,944 | $1,986 萬 | 0.31% | +151,977+292.4% | 加碼 |
| Osterweis Capital Management Inc | 200,461 | $1,952 萬 | 1.42% | +2,056+1.0% | 加碼 |
| Laurion Capital Management LP | 192,750 | $1,877 萬 | 0.53% | +161,720+521.2% | 加碼 |
| USS Investment Management Ltd | 192,667 | $1,876 萬 | 0.27% | −10,198−5.0% | 減碼 |
| Zacks Investment Management | 191,543 | $1,865 萬 | 0.26% | −315−0.2% | 減碼 |
| Clearbridge Investments, LLC | 185,714 | $1,808 萬 | 0.02% | +2,657+1.5% | 加碼 |
| Mackenzie Financial Corp | 184,863 | $1,800 萬 | 0.03% | −3,291−1.7% | 減碼 |
| Busey Wealth Management | 184,086 | $1,793 萬 | 0.81% | +334+0.2% | 加碼 |
| HRT Financial LP | 181,074 | $1,763 萬 | 0.25% | +181,074 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,972 | $1,762 萬 | 0.25% | −29,300−13.9% | 減碼 |
| DnB Asset Management AS | 180,504 | $1,758 萬 | 0.12% | +616+0.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 179,730 | $1,750 萬 | 0.04% | −16,580−8.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 176,474 | $1,719 萬 | 0.09% | +127,474+260.2% | 加碼 |
| Swiss Life Asset Management Ltd | 175,942 | $1,715 萬 | 0.29% | −48,592−21.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 175,910 | $1,713 萬 | 0.43% | −8,687−4.7% | 減碼 |
| J. Goldman & Co LP | 175,214 | $1,706 萬 | 1.20% | +175,214 | 新進 |
| Boston Common Asset Management, LLC | 174,500 | $1,699 萬 | 0.81% | −18,382−9.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 173,953 | $1,694 萬 | 0.05% | −100,360−36.6% | 減碼 |
| State of Alaska, Department of Revenue | 173,883 | $1,693 萬 | 0.21% | −5,580−3.1% | 減碼 |
| Cavalry Management Group, LLC | 172,122 | $1,676 萬 | 6.76% | +172,122 | 新進 |
| Henshaw Capital LLC | 171,300 | $1,668 萬 | 1.11% | −2,000−1.2% | 減碼 |
| Guinness Asset Management LTD | 171,151 | $1,667 萬 | 0.47% | +1,874+1.1% | 加碼 |
| North Growth Management Ltd. | 170,000 | $1,660 萬 | 3.77% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 168,361 | $1,639 萬 | 0.57% | −650−0.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 168,346 | $1,639 萬 | 2.05% | −1,653−1.0% | 減碼 |
| LMCG Investments, LLC | 167,592 | $1,632 萬 | 1.14% | −2,403−1.4% | 減碼 |
| Silvant Capital Management LLC | 166,979 | $1,626 萬 | 1.15% | −3,425−2.0% | 減碼 |
| Managed Asset Portfolios, LLC | 166,697 | $1,623 萬 | 2.54% | +2,441+1.5% | 加碼 |
| Hancock Whitney Corp | 163,797 | $1,595 萬 | 0.62% | −2,285−1.4% | 減碼 |
| Bragg Financial Advisors, Inc | 162,571 | $1,583 萬 | 0.96% | +1,019+0.6% | 加碼 |
| McGuire Investment Group, LLC | 159,870 | $1,557 萬 | 3.37% | +1,355+0.9% | 加碼 |
| Comerica Bank | 141,963 | $1,553 萬 | 0.12% | −13,681−8.8% | 減碼 |
| IFM Investors Pty Ltd | 156,623 | $1,525 萬 | 0.26% | +3,208+2.1% | 加碼 |
| Cohen Capital Management, Inc. | 156,419 | $1,523 萬 | 3.10% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 154,337 | $1,503 萬 | 0.34% | −32,404−17.4% | 減碼 |
| Public Sector Pension Investment Board | 153,450 | $1,494 萬 | 0.12% | +60,198+64.6% | 加碼 |
| Utah Retirement Systems | 152,507 | $1,485 萬 | 0.24% | −3,100−2.0% | 減碼 |
| CIBC World Markets Corp | 150,955 | $1,470 萬 | 0.10% | +82,829+121.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 150,000 | $1,461 萬 | 0.21% | +150,000 | 新進 |
| Gulf International Bank (UK) Ltd | 148,348 | $1,445 萬 | 0.25% | 00.0% | 不變 |
| Sanders Capital, LLC | 148,273 | $1,444 萬 | 0.04% | +148,273 | 新進 |
| Biechele Royce Advisors | 147,263 | $1,434 萬 | 5.85% | +5,417+3.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 146,690 | $1,428 萬 | 0.08% | +146,690 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 145,422 | $1,416 萬 | 0.12% | +18,175+14.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 145,237 | $1,414 萬 | 0.08% | −3,865−2.6% | 減碼 |
| Creative Planning | 143,647 | $1,399 萬 | 0.02% | +11,516+8.7% | 加碼 |
| Eastern Bank | 140,115 | $1,364 萬 | 0.73% | −703−0.5% | 減碼 |
| AMF Pensionsforsakring AB | 139,793 | $1,362 萬 | 0.16% | −68,889−33.0% | 減碼 |
| Gillespie Robinson & Grimm Inc | 138,792 | $1,352 萬 | 1.38% | +138,792 | 新進 |
| BancorpSouth Bank | 138,522 | $1,349 萬 | 1.25% | +2,337+1.7% | 加碼 |
| Baird Financial Group, Inc. | 138,090 | $1,345 萬 | 0.04% | +1,794+1.3% | 加碼 |
| Willis Investment Counsel | 137,901 | $1,343 萬 | 0.86% | +10,633+8.4% | 加碼 |
| Analog Century Management LP | 137,780 | $1,342 萬 | 5.83% | +51,832+60.3% | 加碼 |
| First Nebraska Trust Co | 137,173 | $1,336 萬 | 1.74% | −1,733−1.2% | 減碼 |
| Curi Capital | 137,110 | $1,335 萬 | 1.88% | −779−0.6% | 減碼 |
| New York Life Investment Management LLC | 135,488 | $1,319 萬 | 0.15% | −1,616−1.2% | 減碼 |
| Aristotle Atlantic Partners, LLC | 133,874 | $1,304 萬 | 0.73% | +4,514+3.5% | 加碼 |
| Yousif Capital Management, LLC | 133,368 | $1,299 萬 | 0.17% | −10,364−7.2% | 減碼 |
| Lountzis Asset Management, LLC | 110,117 | $1,296 萬 | 7.78% | −4,560−4.0% | 減碼 |
| First Foundation Advisors | 131,250 | $1,278 萬 | 0.61% | −29,022−18.1% | 減碼 |
| Tiaa, FSB | 130,620 | $1,272 萬 | 0.05% | −8,339−6.0% | 減碼 |
| Squarepoint Ops LLC | 130,239 | $1,268 萬 | 0.09% | +22,461+20.8% | 加碼 |
| Waverton Investment Management Ltd | 130,215 | $1,268 萬 | 0.47% | +81,615+167.9% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 129,000 | $1,256 萬 | 0.34% | −319,708−71.3% | 減碼 |
| MBB Public Markets I LLC | 128,807 | $1,254 萬 | 0.35% | +1,207+0.9% | 加碼 |
| Marshall Wace, LLP | 126,600 | $1,233 萬 | 0.03% | +6,700+5.6% | 加碼 |