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。
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
- 1,760
- 較 2022 年第 4 季 +114 家
- 持有股數
- 6.74 億
- 較 2022 年第 4 季 +674.3 萬 (+1.0%)
- 總市值
- $825.3 億
- 較 2022 年第 4 季 +$174.6 億 (+26.8%)
- 新進機構
- 224
- 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 | 3,520 | $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 |
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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 34,607 | $425.1 萬 | 0.08% | +30,761+799.8% | 加碼 |
| Pearl River Capital, LLC | 34,675 | $425.9 萬 | 0.68% | +6,061+21.2% | 加碼 |
| Leelyn Smith, LLC | 34,707 | $426.3 萬 | 1.09% | +1,477+4.4% | 加碼 |
| United Capital Management of KS, Inc. | 35,122 | $431.4 萬 | 1.61% | +507+1.5% | 加碼 |
| Exchange Traded Concepts, LLC | 35,163 | $431.9 萬 | 0.12% | −586−1.6% | 減碼 |
| Petredis Investment Advisors LLC | 35,187 | $432.2 萬 | 0.67% | +955+2.8% | 加碼 |
| Citizens National Bank Trust Department | 35,193 | $432.3 萬 | 1.20% | −75−0.2% | 減碼 |
| Trustco Bank Corp N Y | 35,290 | $433.5 萬 | 4.76% | −7,200−16.9% | 減碼 |
| Jag Capital Management, LLC | 35,447 | $435.4 萬 | 0.56% | +430+1.2% | 加碼 |
| Ingalls & Snyder LLC | 35,560 | $436.8 萬 | 0.23% | −200−0.6% | 減碼 |
| Aureus Asset Management, LLC | 35,735 | $438.9 萬 | 0.35% | +2,368+7.1% | 加碼 |
| EP Wealth Advisors, LLC | 35,788 | $439.6 萬 | 0.09% | +17,260+93.2% | 加碼 |
| Marco Investment Management LLC | 36,003 | $442.2 萬 | 0.50% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 36,016 | $442.4 萬 | 1.28% | +6,426+21.7% | 加碼 |
| Unigestion Holding SA | 36,256 | $442.7 萬 | 0.24% | −29,158−44.6% | 減碼 |
| Carret Asset Management, LLC | 36,306 | $445.9 萬 | 0.62% | −400−1.1% | 減碼 |
| Toroso Investments, LLC | 36,458 | $447.8 萬 | 0.15% | −183−0.5% | 減碼 |
| Park Avenue Securities LLC | 36,686 | $450.6 萬 | 0.08% | +3,544+10.7% | 加碼 |
| Delta Financial Advisors LLC | 37,133 | $456.1 萬 | 2.20% | −449−1.2% | 減碼 |
| Red Spruce Capital, LLC | 37,288 | $458.0 萬 | 2.68% | −319−0.8% | 減碼 |
| Hall Laurie J Trustee | 37,528 | $461.0 萬 | 1.97% | −275−0.7% | 減碼 |
| Credit Agricole S A | 37,618 | $462.1 萬 | 0.20% | −29,588−44.0% | 減碼 |
| Metropolitan Life Insurance Co | 37,708 | $463.2 萬 | 0.24% | −10,031−21.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 37,752 | $463.7 萬 | 0.58% | +276+0.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 38,032 | $467.1 萬 | 0.18% | +1,500+4.1% | 加碼 |
| Bank Ozk | 38,357 | $471.1 萬 | 2.34% | −723−1.9% | 減碼 |
| Kelly Lawrence W & Associates Inc | 38,462 | $472.4 萬 | 1.28% | −400−1.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 38,602 | $474.1 萬 | 0.08% | −73−0.2% | 減碼 |
| Providence Capital Advisors, LLC | 38,700 | $475.4 萬 | 1.26% | +38,700 | 新進 |
| Naples Global Advisors, LLC | 38,754 | $476.0 萬 | 0.59% | +205+0.5% | 加碼 |
| Leonteq Securities AG | 38,957 | $478.5 萬 | 0.44% | −15,616−28.6% | 減碼 |
| Siemens Fonds Invest GmbH | 38,979 | $478.8 萬 | 0.50% | −162−0.4% | 減碼 |
| First Community Trust NA | 38,985 | $478.9 萬 | 5.67% | −72−0.2% | 減碼 |
| Atria Investments LLC | 39,039 | $479.5 萬 | 0.09% | +2,528+6.9% | 加碼 |
| Hartford Financial Management Inc. | 39,462 | $484.7 萬 | 1.25% | −2,361−5.6% | 減碼 |
| Brinker Capital Investments, LLC | 39,763 | $488.4 萬 | 0.06% | +18,549+87.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 39,763 | $488.4 萬 | 0.06% | +23,652+146.8% | 加碼 |
| New Mexico Educational Retirement Board | 39,786 | $488.7 萬 | 0.25% | −1,300−3.2% | 減碼 |
| WS Portfolio Advisory, LLC | 39,803 | $488.9 萬 | 1.24% | +19,430+95.4% | 加碼 |
| Meitav Dash Investments Ltd | 42,418 | $489.8 萬 | 0.08% | +31,085+274.3% | 加碼 |
| Horizon Investment Services, LLC | 39,910 | $490.2 萬 | 3.15% | −904−2.2% | 減碼 |
| DuPont Capital Management Corp | 39,919 | $490.3 萬 | 0.23% | +13,066+48.7% | 加碼 |
| GAM Holding AG | 40,027 | $491.7 萬 | 0.34% | +1,283+3.3% | 加碼 |
| Greenleaf Trust | 40,223 | $494.1 萬 | 0.06% | +341+0.9% | 加碼 |
| One01 Capital, LP | 40,412 | $496.4 萬 | 5.90% | +40,412 | 新進 |
| Steward Partners Investment Advisory, LLC | 40,485 | $497.3 萬 | 0.08% | +17,779+78.3% | 加碼 |
| Acadian Asset Management LLC | 40,511 | $497.3 萬 | 0.02% | −21,736−34.9% | 減碼 |
| GWM Advisors LLC | 41,254 | $500.2 萬 | 0.06% | +14,462+54.0% | 加碼 |
| First Citizens Bank & Trust Co | 41,124 | $505.1 萬 | 0.10% | +9,736+31.0% | 加碼 |
| Davenport & Co LLC | 41,136 | $505.3 萬 | 0.04% | −542−1.3% | 減碼 |
| Verition Fund Management LLC | 41,230 | $506.4 萬 | 0.08% | +32,375+365.6% | 加碼 |
| American National Bank | 41,283 | $507.1 萬 | 0.94% | −648−1.5% | 減碼 |
| Ascent Wealth Partners, LLC | 41,403 | $508.6 萬 | 1.02% | +230+0.6% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,754 | $512.9 萬 | 4.35% | −3,150−7.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 41,858 | $514.1 萬 | 0.08% | +5,860+16.3% | 加碼 |
| Pathstone Family Office, LLC | 39,750 | $517.3 萬 | 0.08% | −17,924−31.1% | 減碼 |
| Palmer Knight Co | 43,233 | $531.0 萬 | 3.37% | +6,384+17.3% | 加碼 |
| Advisor Partners II, LLC | 43,245 | $531.1 萬 | 0.29% | +2,062+5.0% | 加碼 |
| Azzad Asset Management Inc | 43,538 | $534.8 萬 | 0.76% | +1,368+3.2% | 加碼 |
| Kestra Advisory Services, LLC | 43,903 | $539.3 萬 | 0.06% | −34,412−43.9% | 減碼 |
| Brown Advisory Inc | 44,010 | $540.6 萬 | 0.01% | +3,704+9.2% | 加碼 |
| Summit Street Capital Management, LLC | 44,027 | $540.8 萬 | 2.87% | +12,685+40.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 44,317 | $544.4 萬 | 0.22% | +16,778+60.9% | 加碼 |
| Plimoth Trust Co LLC | 44,350 | $544.8 萬 | 1.69% | −1,283−2.8% | 減碼 |
| Freestone Capital Holdings, LLC | 44,677 | $548.8 萬 | 0.24% | −2,387−5.1% | 減碼 |
| Koshinski Asset Management, Inc. | 44,904 | $551.6 萬 | 0.54% | −927−2.0% | 減碼 |
| Taylor Hoffman Wealth Management | 44,978 | $552.5 萬 | 3.03% | +440+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 45,073 | $553.6 萬 | 0.08% | −3,738−7.7% | 減碼 |
| Avitas Wealth Management LLC | 45,190 | $555.1 萬 | 1.09% | −595−1.3% | 減碼 |
| Conning Inc. | 45,349 | $557.0 萬 | 0.19% | −9,943−18.0% | 減碼 |
| Tudor Investment Corp Et Al | 45,426 | $558.0 萬 | 0.11% | −8,819−16.3% | 減碼 |
| Kinneret Advisory, LLC | 45,503 | $558.9 萬 | 0.72% | −2,445−5.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 45,556 | $559.6 萬 | 0.49% | +4,408+10.7% | 加碼 |
| Smithbridge Asset Management Inc | 45,633 | $560.5 萬 | 1.41% | −82−0.2% | 減碼 |
| Veritable, L.P. | 45,803 | $562.6 萬 | 0.10% | +1,702+3.9% | 加碼 |
| Ninety One UK Ltd | 45,864 | $563.3 萬 | 0.02% | 00.0% | 不變 |
| Choate Investment Advisors | 46,204 | $567.5 萬 | 0.27% | +4,075+9.7% | 加碼 |
| Commerce Bank | 47,054 | $578.0 萬 | 0.05% | +601+1.3% | 加碼 |
| Guinness Atkinson Asset Management Inc | 47,105 | $578.6 萬 | 3.27% | −924−1.9% | 減碼 |
| Marshall Wace, LLP | 47,322 | $581.3 萬 | 0.01% | −79,278−62.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 47,464 | $583.0 萬 | 0.10% | −4,765−9.1% | 減碼 |
| Nomura Holdings Inc | 47,780 | $586.9 萬 | 0.06% | +13,772+40.5% | 加碼 |
| Crestline Management, LP | 48,000 | $589.6 萬 | 0.72% | +18,311+61.7% | 加碼 |
| GFG Capital, LLC | 36,806 | $593.3 萬 | 1.34% | +5,665+18.2% | 加碼 |
| Eagle Asset Management Inc | 48,753 | $598.8 萬 | 0.04% | +1,847+3.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 48,814 | $599.6 萬 | 0.63% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 48,978 | $601.6 萬 | 3.03% | −1,178−2.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 49,114 | $603.2 萬 | 0.07% | −1,745−3.4% | 減碼 |
| Perpetual Ltd | 49,219 | $604.6 萬 | 0.05% | +49,219 | 新進 |
| Signet Financial Management, LLC | 49,697 | $610.4 萬 | 1.03% | +640+1.3% | 加碼 |
| Univest Financial Corp | 49,722 | $610.7 萬 | 1.91% | −7,481−13.1% | 減碼 |
| FourThought Financial Partners, LLC | 49,869 | $612.5 萬 | 0.84% | −441−0.9% | 減碼 |
| Maytus Capital Management, LLC | 50,000 | $614.1 萬 | 3.95% | +7,500+17.6% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 50,000 | $614.1 萬 | 3.61% | +11,500+29.9% | 加碼 |
| Banco Santander, S.A. | 50,101 | $615.4 萬 | 0.09% | −9,655−16.2% | 減碼 |
| Northwest Bancshares, Inc. | 50,338 | $618.3 萬 | 1.19% | +239+0.5% | 加碼 |
| Saba Capital Management, L.P. | 50,690 | $622.6 萬 | 0.15% | −2,897−5.4% | 減碼 |
| Banque Cantonale Vaudoise | 50,737 | $623.2 萬 | 0.31% | +386+0.8% | 加碼 |
| Congress Wealth Management LLC | 50,843 | $624.5 萬 | 0.15% | +3,730+7.9% | 加碼 |
| Burney Co | 51,003 | $626.5 萬 | 0.31% | +2,232+4.6% | 加碼 |