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 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2023 年第 1 季 13F 持有人
Applied Materials Inc 在 2023/3/31 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
- 1,761
- 較 2022 年第 4 季 +115 家
- 持有股數
- 6.74 億
- 較 2022 年第 4 季 +674.5 萬 (+1.0%)
- 總市值
- $825.3 億
- 較 2022 年第 4 季 +$174.6 億 (+26.8%)
- 新進機構
- 225
- 另有 666 家加碼
- 清倉機構
- 110
- 另有 634 家減碼
另有 39 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 73,218,491 | $89.9 億 | 0.23% | −452,665−0.6% | 減碼 |
| BlackRock Inc. | 69,748,762 | $85.7 億 | 0.25% | +520,503+0.8% | 加碼 |
| State Street Corp | 38,434,684 | $47.2 億 | 0.27% | +301,010+0.8% | 加碼 |
| Capital World Investors | 32,832,988 | $40.3 億 | 0.83% | −1,822,763−5.3% | 減碼 |
| Capital International Investors | 20,722,173 | $25.5 億 | 0.65% | +2,602,169+14.4% | 加碼 |
| Geode Capital Management, LLC | 15,871,387 | $19.5 億 | 0.25% | −39,726−0.2% | 減碼 |
| FMR LLC | 11,711,056 | $14.4 億 | 0.13% | −130,387−1.1% | 減碼 |
| Price T Rowe Associates Inc | 11,691,951 | $14.4 億 | 0.22% | −571,295−4.7% | 減碼 |
| Bank of New York Mellon Corp | 11,355,075 | $13.9 億 | 0.31% | +366,907+3.3% | 加碼 |
| Morgan Stanley | 10,748,726 | $13.2 億 | 0.14% | +2,134,407+24.8% | 加碼 |
| Northern Trust Corp | 10,330,189 | $12.7 億 | 0.25% | +2,5790.0% | 加碼 |
| Bank of America Corp | 9,346,748 | $11.5 億 | 0.13% | −167,489−1.8% | 減碼 |
| Norges Bank | 8,832,784 | $10.8 億 | 0.24% | −722,615−7.6% | 減碼 |
| Ameriprise Financial Inc | 8,707,562 | $10.7 億 | 0.35% | −1,502,237−14.7% | 減碼 |
| Deutsche Bank AG | 8,017,803 | $9.85 億 | 0.55% | +1,450,689+22.1% | 加碼 |
| Pictet Asset Management SA | 7,693,677 | $9.45 億 | 1.19% | +950,219+14.1% | 加碼 |
| Nuveen Asset Management, LLC | 7,683,608 | $9.44 億 | 0.35% | −1,613,054−17.4% | 減碼 |
| Generation Investment Management LLP | 7,487,386 | $9.20 億 | 4.90% | +523,877+7.5% | 加碼 |
| Capital Research Global Investors | 7,419,646 | $9.11 億 | 0.26% | −35,153−0.5% | 減碼 |
| Invesco Ltd. | 7,315,399 | $8.99 億 | 0.25% | +884,548+13.8% | 加碼 |
| Davis Selected Advisers | 7,143,519 | $8.77 億 | 5.80% | −115,725−1.6% | 減碼 |
| Matrix Capital Management Company, LP | 6,297,700 | $7.74 億 | 10.51% | +2,028,700+47.5% | 加碼 |
| Legal & General Group Plc | 6,292,675 | $7.73 億 | 0.28% | +49,917+0.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,275,837 | $7.71 億 | 1.30% | +790,905+14.4% | 加碼 |
| Goldman Sachs Group Inc | 6,085,820 | $7.48 億 | 0.20% | +902,790+17.4% | 加碼 |
| UBS Asset Management Americas Inc | 5,715,598 | $7.02 億 | 0.34% | −608,293−9.6% | 減碼 |
| Parnassus Investments | 5,631,723 | $6.92 億 | 1.71% | −1,609,024−22.2% | 減碼 |
| Lazard Asset Management LLC | 5,551,092 | $6.82 億 | 0.89% | −112,068−2.0% | 減碼 |
| American Century Companies Inc | 5,146,087 | $6.31 億 | 0.50% | −335,944−6.1% | 減碼 |
| Swedbank AB | 4,766,438 | $5.85 億 | 1.16% | −449,224−8.6% | 減碼 |
| Massachusetts Financial Services Co | 4,628,225 | $5.68 億 | 0.19% | +797,931+20.8% | 加碼 |
| Amundi | 4,795,853 | $5.63 億 | 0.30% | +1,787,374+59.4% | 加碼 |
| Charles Schwab Investment Management Inc | 4,412,181 | $5.42 億 | 0.16% | −54,703−1.2% | 減碼 |
| Fisher Asset Management, LLC | 4,165,219 | $5.12 億 | 0.31% | +166,623+4.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,981,482 | $4.89 億 | 0.16% | +37,683+1.0% | 加碼 |
| Primecap Management Co | 3,948,183 | $4.85 億 | 0.42% | −66,900−1.7% | 減碼 |
| Boston Partners | 3,863,426 | $4.73 億 | 0.65% | +5,026+0.1% | 加碼 |
| Franklin Resources Inc | 3,800,644 | $4.67 億 | 0.23% | +214,116+6.0% | 加碼 |
| UBS Group AG | 3,633,264 | $4.46 億 | 0.21% | +226,166+6.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,567,568 | $4.38 億 | 0.33% | −346,965−8.9% | 減碼 |
| Van Eck Associates Corp | 3,469,431 | $4.26 億 | 0.97% | −798,603−18.7% | 減碼 |
| Swiss National Bank | 3,414,300 | $4.19 億 | 0.29% | −82,300−2.4% | 減碼 |
| Cantillon Capital Management LLC | 3,359,779 | $4.13 億 | 3.36% | −57,491−1.7% | 減碼 |
| FIL Ltd | 3,179,120 | $3.90 億 | 0.45% | −103,478−3.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 2,965,970 | $3.64 億 | 3.77% | −1,2000.0% | 減碼 |
| Alliancebernstein L.P. | 2,868,395 | $3.52 億 | 0.15% | −535,070−15.7% | 減碼 |
| Ensign Peak Advisors, Inc | 2,751,120 | $3.38 億 | 0.73% | −44,091−1.6% | 減碼 |
| Egerton Capital (UK) LLP | 2,722,141 | $3.34 億 | 3.61% | +252,285+10.2% | 加碼 |
| Impax Asset Management Group plc | 2,713,427 | $3.33 億 | 1.39% | −1,258,759−31.7% | 減碼 |
| Voya Investment Management LLC | 2,703,266 | $3.32 億 | 0.36% | −155,873−5.5% | 減碼 |
| Royal Bank of Canada | 2,564,146 | $3.15 億 | 0.09% | −19,702−0.8% | 減碼 |
| Barclays PLC | 2,484,214 | $3.05 億 | 0.32% | −544,605−18.0% | 減碼 |
| JPMorgan Chase & Co | 2,433,763 | $2.99 億 | 0.04% | −35,351−1.4% | 減碼 |
| New York State Common Retirement Fund | 2,277,045 | $2.80 億 | 0.37% | −51,355−2.2% | 減碼 |
| California Public Employees Retirement System | 2,245,287 | $2.76 億 | 0.24% | +249,402+12.5% | 加碼 |
| Putnam Investments LLC | 2,189,543 | $2.69 億 | 0.43% | −217,629−9.0% | 減碼 |
| Allianz Asset Management GmbH | 2,109,985 | $2.59 億 | 0.54% | −168,602−7.4% | 減碼 |
| Coatue Management LLC大師Coatue | 2,072,390 | $2.55 億 | 1.69% | +1,321,679+176.1% | 加碼 |
| Wells Fargo & Company | 2,057,932 | $2.53 億 | 0.08% | +151,738+8.0% | 加碼 |
| Credit Suisse AG | 1,926,039 | $2.37 億 | 0.24% | −60,465−3.0% | 減碼 |
| LSV Asset Management | 1,868,293 | $2.29 億 | 0.51% | −139,256−6.9% | 減碼 |
| Vulcan Value Partners, LLC | 1,849,486 | $2.27 億 | 2.87% | −333,627−15.3% | 減碼 |
| HSBC Holdings PLC | 1,648,016 | $2.07 億 | 0.27% | −236,545−12.6% | 減碼 |
| Nordea Investment Management AB | 1,684,467 | $2.05 億 | 0.30% | −91,668−5.2% | 減碼 |
| Rhumbline Advisers | 1,658,280 | $2.04 億 | 0.25% | +48,796+3.0% | 加碼 |
| Jennison Associates LLC | 1,611,686 | $1.98 億 | 0.18% | +1,611,686 | 新進 |
| Citigroup Inc | 1,558,944 | $1.91 億 | 0.26% | −133,579−7.9% | 減碼 |
| Rafferty Asset Management, LLC | 1,525,206 | $1.87 億 | 1.27% | +253,116+19.9% | 加碼 |
| California State Teachers Retirement System | 1,446,047 | $1.78 億 | 0.26% | −20,854−1.4% | 減碼 |
| National Pension Service | 1,437,570 | $1.76 億 | 0.32% | +44,736+3.2% | 加碼 |
| Macquarie Group Ltd | 1,312,915 | $1.61 億 | 0.19% | +44,868+3.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,297,513 | $1.59 億 | 0.37% | +79,887+6.6% | 加碼 |
| Harding Loevner LP | 1,280,209 | $1.57 億 | 0.90% | −595,852−31.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,225,727 | $1.49 億 | 0.38% | −32,292−2.6% | 減碼 |
| Millennium Management LLC | 1,189,879 | $1.46 億 | 0.17% | −1,092,097−47.9% | 減碼 |
| Principal Financial Group Inc | 1,154,818 | $1.42 億 | 0.10% | −14,883−1.3% | 減碼 |
| Great West Life Assurance Co | 1,144,269 | $1.41 億 | 0.35% | +6,831+0.6% | 加碼 |
| First Trust Advisors LP | 1,119,710 | $1.38 億 | 0.16% | −1,094,004−49.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,078,043 | $1.32 億 | 0.29% | +131,265+13.9% | 加碼 |
| Vontobel Holding Ltd. | 1,059,378 | $1.30 億 | 1.21% | +12,261+1.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,031,899 | $1.27 億 | 0.31% | +11,946+1.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 997,137 | $1.22 億 | 0.28% | −14,050−1.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 987,931 | $1.21 億 | 0.59% | +92,485+10.3% | 加碼 |
| Man Group plc | – | $1.19 億 | 0.42% | – | – |
| Caisse de Depot Et Placement du Quebec | 955,022 | $1.17 億 | 0.33% | +195,656+25.8% | 加碼 |
| Susquehanna International Group, LLP | 940,252 | $1.15 億 | 0.18% | +110,880+13.4% | 加碼 |
| Bank of Montreal | 934,313 | $1.15 億 | 0.07% | −412,863−30.6% | 減碼 |
| Citadel Advisors LLC | 934,959 | $1.15 億 | 0.13% | +934,959 | 新進 |
| New York State Teachers Retirement System | 932,974 | $1.15 億 | 0.27% | −26,089−2.7% | 減碼 |
| TD Asset Management Inc | 930,314 | $1.14 億 | 0.14% | +12,733+1.4% | 加碼 |
| State of Wisconsin Investment Board | 926,124 | $1.14 億 | 0.34% | −305,226−24.8% | 減碼 |
| Abrams Bison Investments, LLC | 924,000 | $1.13 億 | 11.35% | 00.0% | 不變 |
| ProShare Advisors LLC | 916,067 | $1.13 億 | 0.34% | +82,118+9.8% | 加碼 |
| Janus Henderson Group PLC | 892,974 | $1.10 億 | 0.07% | +36,342+4.2% | 加碼 |
| APG Asset Management N.V. | 963,260 | $1.09 億 | 0.23% | −74,509−7.2% | 減碼 |
| Raymond James & Associates | 874,437 | $1.07 億 | 0.09% | −87,007−9.0% | 減碼 |
| KBC Group NV | 863,270 | $1.06 億 | 0.45% | +249,927+40.7% | 加碼 |
| Envestnet Asset Management Inc | 2,874,853 | $1.04 億 | 0.05% | +2,058,729+252.3% | 加碼 |
| Los Angeles Capital Management LLC | 824,172 | $1.01 億 | 0.45% | +200,393+32.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 820,756 | $1.01 億 | 0.64% | +3,362+0.4% | 加碼 |