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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 51,791 | $636.1 萬 | 2.02% | −1,700−3.2% | 減碼 |
| Tiaa, FSB | 52,133 | $640.3 萬 | 0.02% | −78,487−60.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 53,202 | $653.5 萬 | 0.27% | +49,685+1,412.7% | 加碼 |
| Greenwich Wealth Management LLC | 53,266 | $654.3 萬 | 0.71% | −159−0.3% | 減碼 |
| WoodTrust Financial Corp | 53,424 | $656.2 萬 | 1.27% | −72−0.1% | 減碼 |
| Colonial Trust Advisors | 53,450 | $656.5 萬 | 0.77% | −258−0.5% | 減碼 |
| Federated Hermes, Inc. | 53,496 | $657.1 萬 | 0.02% | +27,620+106.7% | 加碼 |
| SFMG, LLC | 54,495 | $669.4 萬 | 0.72% | +1,589+3.0% | 加碼 |
| Sandler Capital Management | 54,679 | $671.6 萬 | 1.10% | +54,679 | 新進 |
| KCM Investment Advisors LLC | 55,801 | $685.4 萬 | 0.28% | −3,095−5.3% | 減碼 |
| Cooper Creek Partners Management LLC | 55,849 | $686.0 萬 | 0.48% | +741+1.3% | 加碼 |
| F&V Capital Management, LLC | 56,066 | $688.7 萬 | 2.29% | −415−0.7% | 減碼 |
| William Allan, LLC | 56,980 | $699.9 萬 | 5.56% | −607−1.1% | 減碼 |
| Blume Capital Management, Inc. | 57,039 | $700.6 萬 | 2.23% | −1,626−2.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 57,135 | $701.8 萬 | 0.13% | −8,462−12.9% | 減碼 |
| Penserra Capital Management LLC | 57,296 | $703.5 萬 | 0.15% | +29,242+104.2% | 加碼 |
| TownSquare Capital, LLC | 57,337 | $704.3 萬 | 0.16% | +3,840+7.2% | 加碼 |
| Larson Financial Group LLC | 57,571 | $707.2 萬 | 0.77% | +536+0.9% | 加碼 |
| Bryn Mawr Trust Co | 57,793 | $709.9 萬 | 0.31% | +979+1.7% | 加碼 |
| Synovus Financial Corp | 58,072 | $713.3 萬 | 0.08% | −3,182−5.2% | 減碼 |
| LGT Group Foundation | 58,636 | $720.2 萬 | 0.21% | +6,677+12.9% | 加碼 |
| Cornerstone Advisors, LLC | 59,000 | $724.7 萬 | 0.34% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 59,005 | $724.8 萬 | 0.08% | +36,651+164.0% | 加碼 |
| Banque Pictet & Cie SA | 60,483 | $742.9 萬 | 0.07% | −2,560−4.1% | 減碼 |
| Engineers Gate Manager LP | 61,277 | $752.7 萬 | 0.31% | +61,277 | 新進 |
| SG Americas Securities, LLC | 61,510 | $755.5 萬 | 0.10% | +1,154+1.9% | 加碼 |
| General American Investors Co Inc | 61,652 | $757.3 萬 | 0.72% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 62,000 | $761.5 萬 | 0.09% | −88,000−58.7% | 減碼 |
| Capital Investment Counsel, Inc | 62,661 | $769.7 萬 | 1.76% | −9,425−13.1% | 減碼 |
| Lazard Freres Gestion S.A.S. | 70,912 | $775.3 萬 | 0.29% | +70,912 | 新進 |
| Cantor Fitzgerald, L. P. | 63,331 | $777.9 萬 | 0.17% | +100.0% | 加碼 |
| LVM Capital Management Ltd | 63,495 | $779.9 萬 | 1.08% | −1,000−1.6% | 減碼 |
| Hosking Partners LLP | 63,601 | $781.2 萬 | 0.36% | −12,525−16.5% | 減碼 |
| Buckingham Capital Management, Inc. | 64,156 | $788.0 萬 | 1.26% | +130+0.2% | 加碼 |
| Evercore Wealth Management, LLC | 64,302 | $789.8 萬 | 0.16% | −4,926−7.1% | 減碼 |
| Norinchukin Bank, The | 64,888 | $797.0 萬 | 0.16% | +691+1.1% | 加碼 |
| Jefferies Financial Group Inc. | 64,950 | $797.8 萬 | 0.17% | +64,950 | 新進 |
| Captrust Financial Advisors | 65,030 | $798.8 萬 | 0.04% | +1,614+2.5% | 加碼 |
| Oppenheimer & Co Inc | 65,108 | $799.7 萬 | 0.17% | +9,259+16.6% | 加碼 |
| JustInvest LLC | 65,956 | $810.1 萬 | 0.28% | +12,706+23.9% | 加碼 |
| Capital International Inc | 66,033 | $811.1 萬 | 0.16% | +2,201+3.4% | 加碼 |
| Maryland State Retirement & Pension System | 66,621 | $818.3 萬 | 0.18% | −780−1.2% | 減碼 |
| Kentucky Retirement Systems | 66,660 | $818.8 萬 | 0.30% | −1,737−2.5% | 減碼 |
| Ieq Capital, LLC | 66,902 | $821.8 萬 | 0.19% | +2,563+4.0% | 加碼 |
| D.A. Davidson & Co. | 67,047 | $823.5 萬 | 0.09% | +2,916+4.5% | 加碼 |
| Pallas Capital Advisors LLC | 72,740 | $826.4 萬 | 0.77% | +2,433+3.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 68,209 | $837.8 萬 | 0.68% | +4,088+6.4% | 加碼 |
| NewEdge Wealth, LLC | 68,498 | $841.4 萬 | 0.32% | +224+0.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 68,694 | $843.8 萬 | 0.27% | +2,096+3.1% | 加碼 |
| Hoylecohen, LLC | 69,182 | $849.8 萬 | 0.79% | +1,627+2.4% | 加碼 |
| AE Wealth Management LLC | 69,217 | $850.2 萬 | 0.05% | +28,440+69.7% | 加碼 |
| Ethic Inc. | 69,702 | $856.1 萬 | 0.35% | −8,012−10.3% | 減碼 |
| Holderness Investments Co | 69,816 | $857.6 萬 | 3.43% | +191+0.3% | 加碼 |
| Hitchwood Capital Management LP | 70,000 | $859.8 萬 | 4.68% | +70,000 | 新進 |
| Zevenbergen Capital Investments LLC | 70,000 | $859.8 萬 | 0.23% | 00.0% | 不變 |
| Zimmer Partners, LP | 70,000 | $859.8 萬 | 0.18% | +70,000 | 新進 |
| Mission Wealth Management, LP | 70,562 | $866.7 萬 | 0.37% | +100+0.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,768 | $869.2 萬 | 0.16% | +2,791+4.1% | 加碼 |
| Prudential PLC | 71,274 | $875.5 萬 | 0.10% | +38+0.1% | 加碼 |
| Roanoke Asset Management Corp | 71,335 | $876.2 萬 | 3.74% | −100.0% | 減碼 |
| Securian Asset Management, Inc | 71,567 | $879.1 萬 | 0.23% | −1,161−1.6% | 減碼 |
| Shelton Capital Management | 72,093 | $885.5 萬 | 0.37% | +4,231+6.2% | 加碼 |
| Hartford Investment Management Co | 72,292 | $888.0 萬 | 0.30% | +8,753+13.8% | 加碼 |
| Bard Financial Services, Inc. | 72,450 | $889.9 萬 | 0.71% | −250−0.3% | 減碼 |
| Squarepoint Ops LLC | 72,774 | $893.9 萬 | 0.06% | −57,465−44.1% | 減碼 |
| Antipodes Partners Ltd | 74,846 | $919.3 萬 | 0.32% | −30,226−28.8% | 減碼 |
| Gateway Investment Advisers LLC | 75,069 | $922.1 萬 | 0.11% | −1,880−2.4% | 減碼 |
| Gabelli Funds LLC | 75,230 | $924.1 萬 | 0.07% | +72,930+3,170.9% | 加碼 |
| Shell Asset Management Co | 75,459 | $926.9 萬 | 0.38% | +3,141+4.3% | 加碼 |
| MBB Public Markets I LLC | 75,515 | $927.6 萬 | 0.54% | −53,292−41.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 75,564 | $928.2 萬 | 0.34% | +3,402+4.7% | 加碼 |
| Torray LLC | 76,014 | $933.7 萬 | 1.67% | 00.0% | 不變 |
| Profund Advisors LLC | 77,401 | $950.7 萬 | 0.59% | +7,401+10.6% | 加碼 |
| Maple Capital Management, Inc. | 77,510 | $952.1 萬 | 1.16% | +2,569+3.4% | 加碼 |
| Centiva Capital, LP | 77,833 | $956.0 萬 | 0.53% | +32,975+73.5% | 加碼 |
| Huntington National Bank | 77,900 | $956.8 萬 | 0.10% | −4,662−5.6% | 減碼 |
| Fund Management at Engine No. 1 LLC | 79,601 | $977.7 萬 | 1.97% | +35,561+80.7% | 加碼 |
| Bornite Capital Management LP | 80,000 | $982.6 萬 | 3.33% | −45,000−36.0% | 減碼 |
| Marvin & Palmer Associates Inc | 80,540 | $989.3 萬 | 4.98% | +72,461+896.9% | 加碼 |
| Jacobs & Co | 81,083 | $995.9 萬 | 1.23% | −600−0.7% | 減碼 |
| Trillium Asset Management, LLC | 88,201 | $996.9 萬 | 0.29% | +104+0.1% | 加碼 |
| Isthmus Partners, LLC | 82,290 | $1,011 萬 | 1.43% | +82,290 | 新進 |
| PGGM Investments | 82,353 | $1,012 萬 | 0.17% | +54,769+198.6% | 加碼 |
| Wealthfront Advisers LLC | 82,796 | $1,017 萬 | 0.05% | +10,916+15.2% | 加碼 |
| 1832 Asset Management L.P. | 83,091 | $1,021 萬 | 0.02% | −190,952−69.7% | 減碼 |
| Waverton Investment Management Ltd | 83,298 | $1,023 萬 | 0.32% | −46,917−36.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 83,886 | $1,030 萬 | 0.50% | +3,781+4.7% | 加碼 |
| Churchill Management Corp | 84,074 | $1,033 萬 | 0.21% | +84,074 | 新進 |
| Aptus Capital Advisors, LLC | 84,635 | $1,040 萬 | 0.30% | +26,926+46.7% | 加碼 |
| Capital International Sarl | 86,277 | $1,060 萬 | 0.53% | +12,011+16.2% | 加碼 |
| Blair William & Co | 86,315 | $1,060 萬 | 0.04% | −3,311−3.7% | 減碼 |
| Cetera Advisor Networks LLC | 87,050 | $1,069 萬 | 0.08% | −2,126−2.4% | 減碼 |
| Fullerton Fund Management Co Ltd. | 87,121 | $1,070 萬 | 0.81% | +87,121 | 新進 |
| Cullinan Associates Inc | 87,423 | $1,074 萬 | 0.63% | +4,672+5.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 88,385 | $1,086 萬 | 0.24% | +5,888+7.1% | 加碼 |
| Harvard Management Co Inc | 88,443 | $1,086 萬 | 1.14% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 89,962 | $1,105 萬 | 0.17% | −1,780−1.9% | 減碼 |
| Carmel Capital Management L.L.C. | 90,235 | $1,108 萬 | 6.34% | +2,295+2.6% | 加碼 |
| Girard Partners Ltd. | 90,807 | $1,115 萬 | 1.23% | +7,182+8.6% | 加碼 |
| Citizens Financial Group Inc | 91,974 | $1,130 萬 | 0.41% | −31,089−25.3% | 減碼 |