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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 125,456 | $1,222 萬 | 0.18% | −9,090−6.8% | 減碼 |
| Pinnacle Associates Ltd | 125,194 | $1,219 萬 | 0.27% | +535+0.4% | 加碼 |
| Bornite Capital Management LP | 125,000 | $1,217 萬 | 3.17% | +125,000 | 新進 |
| Bokf, NA | 124,300 | $1,210 萬 | 0.22% | −10,579−7.8% | 減碼 |
| Talbot Financial, LLC | 123,934 | $1,207 萬 | 2.48% | +123,934 | 新進 |
| Citizens Financial Group Inc | 123,063 | $1,198 萬 | 0.47% | −7,652−5.9% | 減碼 |
| Mutual of America Capital Management LLC | 122,933 | $1,197 萬 | 0.15% | +2,457+2.0% | 加碼 |
| Keybank National Association | 122,924 | $1,197 萬 | 0.06% | −866−0.7% | 減碼 |
| Value Aligned Research Advisors, LLC | 122,194 | $1,190 萬 | 5.39% | +122,194 | 新進 |
| Texas Permanent School Fund | 122,135 | $1,189 萬 | 0.18% | −957−0.8% | 減碼 |
| United Asset Strategies, Inc. | 121,408 | $1,182 萬 | 1.65% | +1,028+0.9% | 加碼 |
| Baker Avenue Asset Management, LP | 119,140 | $1,160 萬 | 0.69% | +6,542+5.8% | 加碼 |
| Financial Counselors Inc | 118,880 | $1,158 萬 | 0.26% | −318−0.3% | 減碼 |
| Nissay Asset Management Corp | 118,876 | $1,158 萬 | 0.11% | −3,106−2.5% | 減碼 |
| Callahan Advisors, LLC | 118,398 | $1,153 萬 | 1.58% | +2,497+2.2% | 加碼 |
| Trust Co of Vermont | 117,414 | $1,143 萬 | 0.84% | +10,659+10.0% | 加碼 |
| Stanley Capital Management, LLC | 117,300 | $1,142 萬 | 3.62% | +30,000+34.4% | 加碼 |
| Engine No. 1 LLC | 115,720 | $1,127 萬 | 5.54% | +115,720 | 新進 |
| Guyasuta Investment Advisors Inc | 115,405 | $1,124 萬 | 0.89% | +1,228+1.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 113,610 | $1,105 萬 | 0.16% | +5,284+4.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 112,770 | $1,098 萬 | 0.40% | +4,742+4.4% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 114,300 | $1,043 萬 | 2.04% | −15,000−11.6% | 減碼 |
| Grimes & Company, Inc. | 106,731 | $1,039 萬 | 0.44% | +103,538+3,242.7% | 加碼 |
| Goodman Financial Corp | 105,900 | $1,031 萬 | 3.25% | +105,900 | 新進 |
| Antipodes Partners Ltd | 105,072 | $1,023 萬 | 0.37% | +105,072 | 新進 |
| Twin Tree Management, LP | 104,485 | $1,017 萬 | 0.31% | −40,349−27.9% | 減碼 |
| Lido Advisors, LLC | 104,118 | $1,014 萬 | 0.18% | +6,990+7.2% | 加碼 |
| Prelude Capital Management, LLC | 103,642 | $1,009 萬 | 0.62% | +98,410+1,880.9% | 加碼 |
| California First Leasing Corp | 102,000 | $993.3 萬 | 6.90% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 101,640 | $989.8 萬 | 0.05% | −22,727−18.3% | 減碼 |
| Woodline Partners LP | 100,811 | $981.7 萬 | 0.14% | −436,418−81.2% | 減碼 |
| Czech National Bank | 100,700 | $980.6 萬 | 0.26% | −326−0.3% | 減碼 |
| Leuthold Group, LLC | 100,343 | $977.1 萬 | 1.32% | −2,364−2.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 100,339 | $977.1 萬 | 2.33% | −435−0.4% | 減碼 |
| Baader Bank INC | 100,054 | $974.3 萬 | 0.90% | +8,554+9.3% | 加碼 |
| Janney Montgomery Scott LLC | 98,430 | $958.5 萬 | 0.04% | −67,276−40.6% | 減碼 |
| Louisiana State Employees Retirement System | 98,400 | $958.2 萬 | 0.26% | −3,600−3.5% | 減碼 |
| Rheos Capital Works Inc. | 96,800 | $942.6 萬 | 0.57% | +43,000+79.9% | 加碼 |
| Gotham Asset Management, LLC | 96,695 | $941.6 萬 | 0.26% | −44,690−31.6% | 減碼 |
| Capital International Ltd | 96,561 | $940.3 萬 | 0.65% | −9,424−8.9% | 減碼 |
| Achmea Investment Management B.V. | 102,749 | $937.5 萬 | 0.31% | +2,301+2.3% | 加碼 |
| Railway Pension Investments Ltd | 95,768 | $932.6 萬 | 0.09% | 00.0% | 不變 |
| Cetera Investment Advisers | 95,417 | $929.2 萬 | 0.09% | −60,945−39.0% | 減碼 |
| CCM Investment Advisers LLC | 93,805 | $913.5 萬 | 1.45% | −6,622−6.6% | 減碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $913.4 萬 | 2.29% | 00.0% | 不變 |
| Raymond James Trust N.A. | 93,145 | $907.0 萬 | 0.31% | +596+0.6% | 加碼 |
| Daiwa Securities Group Inc. | 92,925 | $904.9 萬 | 0.07% | +2,128+2.3% | 加碼 |
| Longbow Finance SA | 92,503 | $900.8 萬 | 1.21% | +92,503 | 新進 |
| Oppenheimer Asset Management Inc. | 91,742 | $893.4 萬 | 0.14% | −4,933−5.1% | 減碼 |
| Annex Advisory Services, LLC | 90,287 | $879.2 萬 | 0.50% | +24,971+38.2% | 加碼 |
| Blair William & Co | 89,626 | $872.8 萬 | 0.04% | −7,130−7.4% | 減碼 |
| Cetera Advisor Networks LLC | 89,176 | $868.4 萬 | 0.07% | +10,723+13.7% | 加碼 |
| Harvard Management Co Inc | 88,443 | $861.3 萬 | 1.09% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 88,097 | $857.9 萬 | 0.26% | −4,425−4.8% | 減碼 |
| Carmel Capital Management L.L.C. | 87,940 | $856.4 萬 | 5.28% | −1,415−1.6% | 減碼 |
| MML Investors Services, LLC | 86,980 | $847.0 萬 | 0.06% | +349+0.4% | 加碼 |
| Intermede Investment Partners Ltd | 85,994 | $837.4 萬 | 0.23% | −1,438,996−94.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 86,249 | $836.1 萬 | 0.96% | +1,911+2.3% | 加碼 |
| Andra AP-fonden | 85,100 | $828.7 萬 | 0.25% | −8,800−9.4% | 減碼 |
| Girard Partners Ltd. | 83,625 | $814.3 萬 | 0.92% | −1,414−1.7% | 減碼 |
| Ergoteles LLC | 83,194 | $810.1 萬 | 0.30% | +73,351+745.2% | 加碼 |
| Cullinan Associates Inc | 82,751 | $805.8 萬 | 0.45% | +2,363+2.9% | 加碼 |
| Huntington National Bank | 82,562 | $804.0 萬 | 0.08% | −13,471−14.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 82,497 | $803.4 萬 | 0.19% | +19,400+30.7% | 加碼 |
| Jacobs & Co | 81,683 | $795.4 萬 | 1.04% | −615−0.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 80,756 | $786.4 萬 | 0.18% | +29,487+57.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 80,105 | $780.1 萬 | 0.40% | +9,403+13.3% | 加碼 |
| Pallas Capital Advisors LLC | 70,307 | $770.9 萬 | 0.78% | +641+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 78,315 | $762.6 萬 | 0.07% | +9,921+14.5% | 加碼 |
| Ethic Inc. | 77,714 | $756.8 萬 | 0.41% | +18,610+31.5% | 加碼 |
| Cerity Partners LLC | 77,640 | $756.0 萬 | 0.05% | +17,889+29.9% | 加碼 |
| Gateway Investment Advisers LLC | 76,949 | $749.3 萬 | 0.09% | −257,873−77.0% | 減碼 |
| Hosking Partners LLP | 76,126 | $741.3 萬 | 0.30% | +4,201+5.8% | 加碼 |
| Torray LLC | 76,014 | $740.2 萬 | 1.33% | +76,014 | 新進 |
| Maple Capital Management, Inc. | 74,941 | $729.8 萬 | 0.97% | +911+1.2% | 加碼 |
| Capital International Sarl | 74,266 | $723.2 萬 | 0.51% | +10,800+17.0% | 加碼 |
| United Services Automobile Association | 72,927 | $710.1 萬 | 0.16% | −554−0.8% | 減碼 |
| Securian Asset Management, Inc | 72,728 | $708.2 萬 | 0.20% | −1,169−1.6% | 減碼 |
| Bard Financial Services, Inc. | 72,700 | $708.0 萬 | 0.60% | −1,625−2.2% | 減碼 |
| Shell Asset Management Co | 72,318 | $704.2 萬 | 0.31% | −14,885−17.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 72,162 | $702.7 萬 | 0.28% | −11,710−14.0% | 減碼 |
| Capital Investment Counsel, Inc | 72,086 | $702.0 萬 | 1.66% | +7,800+12.1% | 加碼 |
| Wealthfront Advisers LLC | 71,880 | $700.0 萬 | 0.03% | +13,888+23.9% | 加碼 |
| Roanoke Asset Management Corp | 71,345 | $694.8 萬 | 3.16% | −2,815−3.8% | 減碼 |
| Prudential PLC | 71,236 | $693.7 萬 | 0.09% | +18,679+35.5% | 加碼 |
| Mission Wealth Management, LP | 70,462 | $686.2 萬 | 0.33% | −330.0% | 減碼 |
| Profund Advisors LLC | 70,000 | $681.7 萬 | 0.44% | −3,262−4.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $681.7 萬 | 0.23% | 00.0% | 不變 |
| Holderness Investments Co | 69,625 | $678.0 萬 | 2.92% | −955−1.4% | 減碼 |
| Evercore Wealth Management, LLC | 69,228 | $674.1 萬 | 0.14% | +30,825+80.3% | 加碼 |
| Kentucky Retirement Systems | 68,397 | $666.0 萬 | 0.26% | +299+0.4% | 加碼 |
| NewEdge Wealth, LLC | 68,274 | $664.9 萬 | 0.29% | +64,809+1,870.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,977 | $662.0 萬 | 0.13% | +3,764+5.9% | 加碼 |
| Shelton Capital Management | 67,862 | $660.8 萬 | 0.70% | −91,994−57.5% | 減碼 |
| Hoylecohen, LLC | 67,555 | $657.9 萬 | 0.65% | −11,818−14.9% | 減碼 |
| Maryland State Retirement & Pension System | 67,401 | $656.4 萬 | 0.19% | 00.0% | 不變 |
| Credit Agricole S A | 67,206 | $654.5 萬 | 0.24% | +1,614+2.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 66,598 | $648.5 萬 | 0.22% | +1,260+1.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 65,597 | $638.8 萬 | 0.12% | +22,325+51.6% | 加碼 |
| Unigestion Holding SA | 65,414 | $635.4 萬 | 0.34% | −23,583−26.5% | 減碼 |