Applied Materials Inc

AMAT

交易所: Nasdaq
產業: Semiconductors & Related Devices
SEC CIK: 0000006951

SEC 申報列表（在新分頁開啟）

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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Applied Materials Inc 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人 2022 年第 4 季全部持有人

AMAT 的 13F 持有人：2022 年第 4 季與 2023 年第 1 季比較
項目	2022 年第 4 季	其中尚未申報 2023 年第 1 季	2023 年第 1 季	變化
持有家數	1,685	39	1,761	+115
股數	6.67 億	56.6 萬	6.74 億	+674.5 萬 (+1.0%)
市值	$651.2 億	$5,468 萬	$825.3 億	+$174.6 億 (+26.8%)

39 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（225 家）

2023 年第 1 季季末持有 Applied Materials Inc、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 225 家。

2023 年第 1 季新進 AMAT 的機構
機構	股數	市值	佔組合 %
Jennison Associates LLC	1,611,686	$1.98 億	0.18%
Citadel Advisors LLC	934,959	$1.15 億	0.13%
Lord, Abbett & Co. LLC	724,555	$8,900 萬	0.32%
Abn Amro Investment Solutions	633,429	$7,780 萬	1.61%
Naya Capital Management UK Ltd	617,996	$7,591 萬	8.60%
XN LP	574,919	$7,062 萬	8.42%
Renaissance Technologies LLC	505,148	$6,205 萬	0.08%
Ardevora Asset Management LLP	429,000	$5,269 萬	0.95%
Tiger Global Management LLC大師老虎環球	419,500	$5,153 萬	0.47%
Twinbeech Capital LP	302,063	$3,710 萬	0.75%
ABN AMRO Bank N.V.	282,219	$3,473 萬	0.78%
Renaissance Group LLC	232,195	$2,852 萬	1.31%
Walleye Capital LLC	213,711	$2,625 萬	0.53%
Trexquant Investment LP	207,837	$2,553 萬	0.70%
Chiron Investment Management, LLC	176,316	$2,166 萬	3.90%
Cercano Management LLC	140,091	$1,721 萬	0.69%
Payden & Rygel	135,610	$1,666 萬	0.99%
Eisler Capital (UK) Ltd.	102,065	$1,254 萬	1.08%
Aquatic Capital Management LLC	92,900	$1,141 萬	0.71%
Main Street Research LLC	92,777	$1,140 萬	2.25%
Fullerton Fund Management Co Ltd.	87,121	$1,070 萬	0.81%
Churchill Management Corp	84,074	$1,033 萬	0.21%
Isthmus Partners, LLC	82,290	$1,011 萬	1.43%
Zimmer Partners, LP	70,000	$859.8 萬	0.18%
Hitchwood Capital Management LP	70,000	$859.8 萬	4.68%
Jefferies Financial Group Inc.	64,950	$797.8 萬	0.17%
Lazard Freres Gestion S.A.S.	70,912	$775.3 萬	0.29%
Engineers Gate Manager LP	61,277	$752.7 萬	0.31%
Sandler Capital Management	54,679	$671.6 萬	1.10%
Perpetual Ltd	49,219	$604.6 萬	0.05%
One01 Capital, LP	40,412	$496.4 萬	5.90%
Providence Capital Advisors, LLC	38,700	$475.4 萬	1.26%
Mizuho Markets Americas LLC	32,350	$397.4 萬	0.17%
Greenland Capital Management LP	30,913	$379.7 萬	0.45%
Vinva Investment Management Ltd	29,033	$354.5 萬	0.30%
D L Carlson Investment Group Inc	28,417	$349.1 萬	0.79%
Flputnam Investment Management Co	26,602	$326.7 萬	0.11%
Nilsine Partners, LLC	25,406	$312.1 萬	0.49%
Hennessy Advisors Inc	24,886	$305.7 萬	0.23%
Ostrum Asset Management	24,856	$305.3 萬	0.27%
Moore Capital Management, LP	21,250	$261.0 萬	0.08%
Liberty Wealth Management LLC	21,178	$260.1 萬	0.54%
Stanley-Laman Group, Ltd.	21,108	$259.3 萬	0.46%
Albar Capital Ltd	20,915	$256.9 萬	0.48%
Quadrature Capital Ltd	20,753	$255.0 萬	0.07%
Zweig-DiMenna Associates LLC	20,500	$251.8 萬	0.34%
Morse Asset Management, Inc	20,443	$251.1 萬	0.85%
Tru Independence Asset Management 2, LLC	20,311	$249.5 萬	2.51%
MYDA Advisors LLC	20,000	$245.7 萬	1.03%
Pine Valley Investments Ltd Liability Co	20,204	$230.0 萬	0.35%
WBI Investments	18,605	$228.5 萬	0.46%
Alberta Investment Management Corp	17,400	$213.7 萬	0.02%
Mitsubishi UFJ Asset Management (UK) Ltd.	16,000	$196.5 萬	1.27%
Summit Global Investments	15,731	$193.2 萬	0.15%
Capital Group Private Client Services, Inc.	15,406	$189.2 萬	0.02%
Raine Capital LLC	15,000	$184.2 萬	0.37%
Versor Investments LP	11,907	$146.3 萬	0.19%
Optimas Capital Ltd	11,700	$143.7 萬	1.21%
Lighthouse Investment Partners, LLC	10,579	$129.9 萬	0.11%
SWS Partners	10,307	$126.6 萬	0.47%
Brookfield Asset Management Inc.	10,269	$126.1 萬	0.00%
Fifth Third Wealth Advisors LLC	9,377	$115.2 萬	2.13%
Arrowstreet Capital, Limited Partnership	9,264	$113.8 萬	0.00%
Empire Financial Management Company, LLC	9,103	$111.8 萬	0.46%
Aigen Investment Management, LP	8,851	$108.7 萬	0.15%
CenterBook Partners LP	8,208	$100.8 萬	0.14%
WealthTrust Asset Management, LLC	8,135	$99.9 萬	0.95%
Great Lakes Retirement, Inc.	8,105	$99.6 萬	0.19%
Roundview Capital LLC	7,240	$88.9 萬	0.09%
Rational Advisors LLC	7,142	$87.7 萬	0.07%
Delphia (USA) Inc.	6,892	$84.7 萬	1.04%
Brasada Capital Management, LP	6,500	$79.8 萬	0.18%
Empower Advisory Group, LLC	6,081	$74.4 萬	0.00%
Capital Management Associates	5,000	$61.4 萬	0.93%
Dymon Asia Capital (Singapore) Pte. Ltd.	5,000	$61.4 萬	0.81%
Diametric Capital, LP	4,901	$60.2 萬	0.29%
Wealth Enhancement Advisory Services, LLC	4,671	$57.4 萬	0.01%
Indiana Trust & Investment Management CO	4,495	$55.2 萬	0.30%
Bridgefront Capital, LLC	4,399	$54.0 萬	0.33%
Canandaigua National Bank & Trust Co	3,953	$48.6 萬	0.08%
Eschler Asset Management LLP	3,836	$47.1 萬	0.37%
Sentry LLC	3,742	$46.0 萬	0.11%
Stevens Capital Management LP	3,702	$45.5 萬	0.11%
Consolidated Portfolio Review Corp	3,695	$45.4 萬	0.12%
Point72 Asset Management, L.P.	3,655	$44.9 萬	0.00%
Everhart Financial Group, Inc.	3,625	$44.5 萬	0.20%
Fidelis Capital Partners, LLC	3,682	$42.7 萬	0.18%
Sowell Financial Services LLC	3,222	$39.6 萬	0.03%
Blueprint Investment Partners LLC	3,209	$39.4 萬	0.09%
Affinity Investment Advisors, LLC	3,180	$39.1 萬	0.21%
RSM US Wealth Management LLC	3,148	$38.7 萬	0.01%
Stonnington Group, LLC	3,307	$37.5 萬	0.10%
Provence Wealth Management Group	3,013	$37.0 萬	0.25%
RW Investment Management LLC	3,000	$36.8 萬	0.10%
LRT Capital Management, LLC	2,872	$35.3 萬	0.27%
Cornerstone Wealth Management, LLC	2,839	$34.9 萬	0.03%
Venturi Wealth Management, LLC	2,805	$34.5 萬	0.03%
DRW Securities, LLC	2,702	$33.2 萬	0.05%
PFG Investments, LLC	2,701	$33.2 萬	0.07%
Sage Mountain Advisors LLC	2,657	$32.6 萬	0.05%

清倉機構（110 家）

2022 年第 4 季季末持有 Applied Materials Inc、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 110 家。

2023 年第 1 季清倉 AMAT 的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Natixis	470,294	$4,580 萬
Employees Retirement System of Texas	309,792	$3,017 萬
Hudson Bay Capital Management LP	300,000	$2,921 萬
Ariose Capital Management Ltd	274,365	$2,672 萬
Laurion Capital Management LP	192,750	$1,877 萬
J. Goldman & Co LP	175,214	$1,706 萬
Cavalry Management Group, LLC	172,122	$1,676 萬
Goodman Financial Corp	105,900	$1,031 萬
Twin Tree Management, LP	104,485	$1,017 萬
Woodline Partners LP	100,811	$981.7 萬
Janney Montgomery Scott LLC	98,430	$958.5 萬
MML Investors Services, LLC	86,980	$847.0 萬
Glassy Mountain Advisors, Inc.	55,984	$545.2 萬
Threadgill Financial, LLC	46,768	$455.4 萬
Jupiter Asset Management Ltd	37,753	$367.6 萬
Walleye Trading LLC	36,372	$354.2 萬
Lombard Odier Asset Management (USA) Corp	31,466	$306.4 萬
Quantitative Investment Management, LLC	30,056	$292.6 萬
Force Hill Capital Management LP	27,800	$270.7 萬
PEAK6 Investments LLC	25,283	$246.2 萬
Weiss Multi-Strategy Advisers LLC	20,979	$204.3 萬
Two Sigma Advisers, LP	20,600	$200.6 萬
Cooper Investors Pty Ltd	17,400	$169.4 萬
Group One Trading, L.P.	16,312	$158.8 萬
NFJ Investment Group, LLC	15,790	$153.8 萬
Cardiff Park Advisors, LLC	15,305	$149.0 萬
Alpha DNA Investment Management LLC	14,677	$142.9 萬
Trivest Advisors Ltd	14,668	$142.8 萬
Fred Alger Management, LLC	13,265	$129.2 萬
Adalta Capital Management LLC	12,875	$125.4 萬
Liontrust Investment Partners LLP	12,500	$121.7 萬
Garda Capital Partners LP	12,285	$119.6 萬
PointState Capital LP	10,517	$102.4 萬
Lifeworks Advisors, LLC	10,500	$102.3 萬
Advisor Resource Council	10,040	$97.8 萬
Mach-1 Financial Group, Inc.	9,308	$90.6 萬
Abundance Wealth Counselors	9,287	$90.4 萬
Blueshift Asset Management, LLC	9,127	$88.9 萬
Itau Unibanco Holding S.A.	8,647	$84.0 萬
Sphera Funds Management Ltd.	8,499	$82.8 萬
Naviter Wealth, LLC	7,059	$79.8 萬
Capital Markets Trading UK LLP	7,585	$73.9 萬
Friedenthal Financial	7,320	$71.3 萬
Money Concepts Capital Corp	7,223	$70.3 萬
CenterStar Asset Management, LLC	–	$61.9 萬
CMT Capital Markets Trading GmbH	6,237	$60.7 萬
Cavalier Investments, LLC	5,926	$57.7 萬
Autumn Glory Partners, LLC	5,840	$56.9 萬
Virtu Financial LLC	5,780	$56.3 萬
Portman Square Capital LLP	5,697	$55.5 萬
Paloma Partners Management Co	5,513	$53.7 萬
Invst, LLC	4,619	$51.5 萬
Healthcare of Ontario Pension Plan Trust Fund	5,054	$49.2 萬
Nwam LLC	4,681	$45.6 萬
Axq Capital, LP	4,370	$42.6 萬
Zimmermann Investment Management & Planning LLC	4,244	$41.3 萬
Hilltop Holdings Inc.	4,221	$41.1 萬
Algebris (UK) Ltd	4,054	$39.3 萬
Intact Investment Management Inc.	3,800	$37.0 萬
Asset Management Corp	3,798	$37.0 萬
Pinkerton Retirement Specialists, LLC	3,764	$36.7 萬
Summit X, LLC	3,895	$35.4 萬
CBOE Vest Financial, LLC	3,622	$35.3 萬
Gyon Technologies Capital Management, LP	3,603	$35.1 萬
Childress Capital Advisors, LLC	3,536	$34.4 萬
Spouting Rock Asset Management, LLC	3,485	$33.9 萬
BCS Wealth Management	3,319	$32.3 萬
Machina Capital S.A.S.	3,200	$31.2 萬
Canvas Wealth Advisors, LLC	2,573	$28.2 萬
CastleKnight Management LP	2,800	$27.3 萬
Maven Securities LTD	2,603	$25.3 萬
ARS Wealth Advisors Group, LLC	2,208	$21.5 萬
CRA Financial Services, LLC	2,193	$21.4 萬
Riverview Trust Co	2,158	$21.0 萬
Diversified, LLC	2,147	$20.9 萬
NinePointTwo Capital	2,080	$20.2 萬
Counterpoint Mutual Funds LLC	1,559	$15.2 萬
Picton Mahoney Asset Management	1,539	$15.0 萬
Seldon Capital LP	1,125	$11.0 萬
WD Rutherford LLC	916	$8.92 萬
Laffer Tengler Investments	800	$7.79 萬
Zullo Investment Group, Inc.	740	$7.21 萬
Arcus Capital Partners, LLC	697	$6.79 萬
Coppell Advisory Solutions LLC	574	$5.59 萬
Coppell Advisory Solutions Corp.	574	$5.59 萬
One River Asset Management, LLC	553	$5.37 萬
One Wealth Advisors, LLC	546	$5.32 萬
Norway Savings Bank	533	$5.19 萬
Elequin Capital LP	450	$4.38 萬
RWM Asset Management, LLC	411	$4.00 萬
Beaird Harris Wealth Management, LLC	350	$3.41 萬
Disciplina Capital Management LLC	328	$3.19 萬
Paragon Wealth Strategies, LLC	200	$1.95 萬
Bray Capital Advisors	129	$1.26 萬
Lowe Wealth Advisors, LLC	120	$1.17 萬
Macroview Investment Management LLC	119	$1.16 萬
QVR LLC	109	$1.06 萬
Corrado Advisors, LLC	75	$7,304
PrairieView Partners, LLC	80	$7,000
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	60	$6,000

尚未申報 2023 年第 1 季的機構（39 家）

2022 年第 4 季季末持有 Applied Materials Inc、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 4 季持有 AMAT、尚未申報 2023 年第 1 季的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Comerica Bank	141,963	$1,553 萬
Bank of the West	60,212	$586.3 萬
Pendal Group Limited	48,448	$471.8 萬
Allstate Investment Management Co	33,035	$321.7 萬
Ascension Asset Management LLC	30,161	$293.7 萬
Laurel Wealth Advisors, Inc.	29,376	$286.1 萬
Seeyond	23,622	$230.0 萬
CoreCap Advisors, LLC	20,938	$203.9 萬
Breakline Capital LLC	18,333	$178.5 萬
Burleson & Company, LLC	12,731	$124.0 萬
Delphi Management Inc	12,287	$119.7 萬
Gofen & Glossberg LLC	11,175	$108.8 萬
ARGI Investment Services, LLC	8,632	$84.1 萬
Regent Investment Management LLC	8,410	$81.9 萬
Robbie L. Kennerson P.A., Inc.	8,300	$80.8 萬
Gamble Jones Investment Counsel	8,250	$80.3 萬
CFO4Life, L.P.	7,651	$74.5 萬
Willner & Heller, LLC	6,509	$63.4 萬
Personal Capital Advisors Corp	6,509	$63.4 萬
Zeke Capital Advisors, LLC	6,123	$59.6 萬
Neo Ivy Capital Management	4,974	$48.4 萬
Probity Advisors, Inc.	4,396	$42.8 萬
Claraphi Advisory Network, LLC	4,332	$42.2 萬
Heritage Wealth Management, LLC	4,290	$41.8 萬
Canandaigua National Corp	4,018	$39.1 萬
Capital Financial Services, LLC	3,825	$37.2 萬
Newman & Schimel, LLC	3,200	$31.2 萬
Perpetual Investment Management Ltd	2,911	$28.3 萬
swisspartners Ltd.	2,600	$25.3 萬
Mathes Company, Inc.	2,225	$21.7 萬
Selective Wealth Management, Inc.	1,906	$20.9 萬
Sargent Bickham Lagudis LLC	887	$8.64 萬
St Germain D J Co Inc	22,357	$4.75 萬
Tyler-Stone Wealth Management	410	$4.00 萬
Trustcore Financial Services, LLC	379	$3.69 萬
Cribstone Capital Management, LLC	100	$9,738
Sanctuary Wealth Management, L.L.C.	50	$4,840
Cornerstone Planning Group LLC	37	$3,928
Spartan Planning & Wealth Management	11	$1,071