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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 92,383 | $1,135 萬 | 0.61% | +2,096+2.3% | 加碼 |
| Raymond James Trust N.A. | 92,578 | $1,137 萬 | 0.36% | −567−0.6% | 減碼 |
| Andra AP-fonden | 92,600 | $1,137 萬 | 0.30% | +7,500+8.8% | 加碼 |
| Main Street Research LLC | 92,777 | $1,140 萬 | 2.25% | +92,777 | 新進 |
| Aquatic Capital Management LLC | 92,900 | $1,141 萬 | 0.71% | +92,900 | 新進 |
| Grimes & Company, Inc. | 93,636 | $1,150 萬 | 0.47% | −13,095−12.3% | 減碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,152 萬 | 2.81% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 93,825 | $1,152 萬 | 0.28% | −2,870−3.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 94,246 | $1,158 萬 | 0.06% | −82,228−46.6% | 減碼 |
| Cetera Investment Advisers | 94,925 | $1,166 萬 | 0.10% | −492−0.5% | 減碼 |
| Railway Pension Investments Ltd | 95,768 | $1,176 萬 | 0.12% | 00.0% | 不變 |
| Intermede Investment Partners Ltd | 96,210 | $1,182 萬 | 0.29% | +10,216+11.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 96,436 | $1,185 萬 | 0.22% | +15,680+19.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 96,470 | $1,185 萬 | 0.42% | −16,300−14.5% | 減碼 |
| Louisiana State Employees Retirement System | 96,900 | $1,190 萬 | 0.30% | −1,500−1.5% | 減碼 |
| Daiwa Securities Group Inc. | 97,124 | $1,193 萬 | 0.08% | +4,199+4.5% | 加碼 |
| Leuthold Group, LLC | 98,118 | $1,205 萬 | 1.59% | −2,225−2.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 98,458 | $1,209 萬 | 0.06% | −3,182−3.1% | 減碼 |
| FRG Family Wealth Advisors LLC | 99,059 | $1,217 萬 | 2.78% | −1,280−1.3% | 減碼 |
| Czech National Bank | 99,319 | $1,220 萬 | 0.30% | −1,381−1.4% | 減碼 |
| CCM Investment Advisers LLC | 99,653 | $1,224 萬 | 1.73% | +5,848+6.2% | 加碼 |
| Baader Bank INC | 100,577 | $1,234 萬 | 0.93% | +523+0.5% | 加碼 |
| Capital International Ltd | 101,061 | $1,241 萬 | 0.74% | +4,500+4.7% | 加碼 |
| CIBC World Markets Corp | 101,982 | $1,253 萬 | 0.21% | −48,973−32.4% | 減碼 |
| California First Leasing Corp | 102,000 | $1,253 萬 | 8.38% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 102,065 | $1,254 萬 | 1.08% | +102,065 | 新進 |
| Steel Peak Wealth Management LLC | 102,182 | $1,255 萬 | 0.86% | +67,894+198.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 102,220 | $1,256 萬 | 1.18% | +15,971+18.5% | 加碼 |
| Lido Advisors, LLC | 105,124 | $1,291 萬 | 0.18% | +1,006+1.0% | 加碼 |
| Winton Group Ltd | 108,580 | $1,334 萬 | 0.81% | +98,580+985.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 109,928 | $1,350 萬 | 0.13% | +67,355+158.2% | 加碼 |
| Callahan Advisors, LLC | 110,080 | $1,352 萬 | 1.75% | −8,318−7.0% | 減碼 |
| Lountzis Asset Management, LLC | 110,692 | $1,360 萬 | 8.05% | +575+0.5% | 加碼 |
| First Foundation Advisors | 111,461 | $1,369 萬 | 0.63% | −19,789−15.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 113,077 | $1,389 萬 | 0.29% | −35,271−23.8% | 減碼 |
| Curi Capital | 113,622 | $1,396 萬 | 2.01% | −23,488−17.1% | 減碼 |
| Bokf, NA | 114,450 | $1,406 萬 | 0.29% | −9,850−7.9% | 減碼 |
| Keybank National Association | 116,143 | $1,427 萬 | 0.07% | −6,781−5.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 116,227 | $1,428 萬 | 1.10% | +822+0.7% | 加碼 |
| Stanley Capital Management, LLC | 117,300 | $1,441 萬 | 4.30% | 00.0% | 不變 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 129,300 | $1,462 萬 | 2.44% | +15,000+13.1% | 加碼 |
| Nissay Asset Management Corp | 120,565 | $1,481 萬 | 0.13% | +1,689+1.4% | 加碼 |
| Financial Counselors Inc | 120,680 | $1,482 萬 | 0.32% | +1,800+1.5% | 加碼 |
| Mutual of America Capital Management LLC | 120,699 | $1,483 萬 | 0.18% | −2,234−1.8% | 減碼 |
| Trust Co of Vermont | 121,138 | $1,488 萬 | 1.04% | +3,724+3.2% | 加碼 |
| United Asset Strategies, Inc. | 121,907 | $1,497 萬 | 1.98% | +499+0.4% | 加碼 |
| Value Aligned Research Advisors, LLC | 122,194 | $1,501 萬 | 5.31% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 123,172 | $1,513 萬 | 0.09% | −189,299−60.6% | 減碼 |
| Achmea Investment Management B.V. | 123,401 | $1,516 萬 | 0.44% | +20,652+20.1% | 加碼 |
| Pinnacle Associates Ltd | 123,498 | $1,517 萬 | 0.31% | −1,696−1.4% | 減碼 |
| Yousif Capital Management, LLC | 125,264 | $1,539 萬 | 0.20% | −8,104−6.1% | 減碼 |
| Talbot Financial, LLC | 125,794 | $1,545 萬 | 2.87% | +1,860+1.5% | 加碼 |
| Baker Avenue Asset Management, LP | 127,209 | $1,563 萬 | 0.84% | +8,069+6.8% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 129,000 | $1,585 萬 | 0.38% | 00.0% | 不變 |
| New York Life Investment Management LLC | 132,871 | $1,632 萬 | 0.18% | −2,617−1.9% | 減碼 |
| Aristotle Atlantic Partners, LLC | 133,134 | $1,635 萬 | 0.84% | −740−0.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 134,299 | $1,650 萬 | 0.55% | −34,062−20.2% | 減碼 |
| Payden & Rygel | 135,610 | $1,666 萬 | 0.99% | +135,610 | 新進 |
| First Nebraska Trust Co | 137,284 | $1,686 萬 | 2.12% | +111+0.1% | 加碼 |
| BancorpSouth Bank | 138,914 | $1,706 萬 | 1.57% | +392+0.3% | 加碼 |
| Baird Financial Group, Inc. | 139,299 | $1,711 萬 | 0.04% | +1,209+0.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 139,616 | $1,715 萬 | 0.09% | −5,621−3.9% | 減碼 |
| Cercano Management LLC | 140,091 | $1,721 萬 | 0.69% | +140,091 | 新進 |
| ExodusPoint Capital Management, LP | 142,527 | $1,751 萬 | 0.20% | −61,417−30.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 142,923 | $1,756 萬 | 0.15% | −2,499−1.7% | 減碼 |
| HRT Financial LP | 143,378 | $1,761 萬 | 0.21% | −37,696−20.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 143,744 | $1,765 萬 | 0.22% | +30,134+26.5% | 加碼 |
| Tredje AP-fonden | 143,759 | $1,766 萬 | 0.27% | −76,294−34.7% | 減碼 |
| Public Sector Pension Investment Board | 145,337 | $1,785 萬 | 0.13% | −8,113−5.3% | 減碼 |
| Creative Planning | 147,901 | $1,817 萬 | 0.03% | +4,254+3.0% | 加碼 |
| Power Corp of Canada | 152,546 | $1,823 萬 | 1.91% | +121,076+384.7% | 加碼 |
| CIBC World Markets Inc. | 149,009 | $1,830 萬 | 0.07% | +771+0.5% | 加碼 |
| Eastern Bank | 149,727 | $1,839 萬 | 0.92% | +9,612+6.9% | 加碼 |
| Utah Retirement Systems | 149,907 | $1,841 萬 | 0.27% | −2,600−1.7% | 減碼 |
| Biechele Royce Advisors | 151,494 | $1,861 萬 | 6.92% | +4,231+2.9% | 加碼 |
| Hancock Whitney Corp | 151,683 | $1,863 萬 | 0.75% | −12,114−7.4% | 減碼 |
| Westpac Banking Corp | 152,174 | $1,869 萬 | 0.25% | +26,718+21.3% | 加碼 |
| Assenagon Asset Management S.A. | 153,877 | $1,890 萬 | 0.07% | −649,719−80.9% | 減碼 |
| Cohen Capital Management, Inc. | 155,363 | $1,908 萬 | 3.86% | −1,056−0.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 155,549 | $1,911 萬 | 0.18% | +116,672+300.1% | 加碼 |
| Point72 Middle East FZE | 156,142 | $1,918 萬 | 1.09% | +150,100+2,484.3% | 加碼 |
| McGuire Investment Group, LLC | 158,946 | $1,952 萬 | 3.88% | −924−0.6% | 減碼 |
| IFM Investors Pty Ltd | 161,188 | $1,980 萬 | 0.30% | +4,565+2.9% | 加碼 |
| Bragg Financial Advisors, Inc | 161,874 | $1,988 萬 | 1.17% | −697−0.4% | 減碼 |
| Illinois Municipal Retirement Fund | 163,391 | $2,007 萬 | 0.43% | +9,054+5.9% | 加碼 |
| Sanders Capital, LLC | 163,642 | $2,010 萬 | 0.05% | +15,369+10.4% | 加碼 |
| Rheos Capital Works Inc. | 163,900 | $2,013 萬 | 1.12% | +67,100+69.3% | 加碼 |
| Silvant Capital Management LLC | 164,217 | $2,017 萬 | 1.31% | −2,762−1.7% | 減碼 |
| Willis Investment Counsel | 164,971 | $2,026 萬 | 1.32% | +27,070+19.6% | 加碼 |
| LMCG Investments, LLC | 165,175 | $2,029 萬 | 1.35% | −2,417−1.4% | 減碼 |
| Managed Asset Portfolios, LLC | 166,076 | $2,040 萬 | 3.10% | −621−0.4% | 減碼 |
| North Growth Management Ltd. | 168,000 | $2,059 萬 | 4.39% | −2,000−1.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 167,684 | $2,060 萬 | 2.50% | −662−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 169,478 | $2,082 萬 | 0.25% | −4,405−2.5% | 減碼 |
| Henshaw Capital LLC | 171,300 | $2,104 萬 | 1.30% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 171,341 | $2,105 萬 | 0.11% | +24,651+16.8% | 加碼 |
| Guinness Asset Management LTD | 171,379 | $2,105 萬 | 0.53% | +228+0.1% | 加碼 |
| Swiss Life Asset Management Ltd | 172,060 | $2,114 萬 | 0.32% | −3,882−2.2% | 減碼 |
| Texas Permanent School Fund | 175,669 | $2,158 萬 | 0.21% | +53,534+43.8% | 加碼 |
| Chiron Investment Management, LLC | 176,316 | $2,166 萬 | 3.90% | +176,316 | 新進 |