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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 179,072 | $2,200 萬 | 0.30% | −1,900−1.0% | 減碼 |
| DnB Asset Management AS | 182,379 | $2,240 萬 | 0.14% | +1,875+1.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 182,743 | $2,245 萬 | 0.53% | +6,833+3.9% | 加碼 |
| Keystone Investors Pte Ltd | 183,171 | $2,250 萬 | 4.50% | +151,793+483.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 184,290 | $2,264 萬 | 0.16% | −44,865−19.6% | 減碼 |
| Busey Wealth Management | 184,307 | $2,264 萬 | 0.96% | +221+0.1% | 加碼 |
| Ossiam | 187,471 | $2,303 萬 | 0.48% | +141,779+310.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 187,552 | $2,304 萬 | 0.04% | +7,822+4.4% | 加碼 |
| Clearbridge Investments, LLC | 190,432 | $2,339 萬 | 0.02% | +4,718+2.5% | 加碼 |
| Analog Century Management LP | 191,230 | $2,349 萬 | 7.12% | +53,450+38.8% | 加碼 |
| USS Investment Management Ltd | 192,667 | $2,367 萬 | 0.33% | 00.0% | 不變 |
| Longbow Finance SA | 193,826 | $2,381 萬 | 3.00% | +101,323+109.5% | 加碼 |
| Pacer Advisors, Inc. | 196,490 | $2,413 萬 | 0.10% | +166,275+550.3% | 加碼 |
| Osterweis Capital Management Inc | 197,687 | $2,428 萬 | 1.65% | −2,774−1.4% | 減碼 |
| Industrial Alliance Investment Management Inc. | 200,787 | $2,466 萬 | 0.69% | −79,236−28.3% | 減碼 |
| Vident Investment Advisory, LLC | 201,772 | $2,478 萬 | 0.80% | −4,187−2.0% | 減碼 |
| Engine No. 1 LLC | 203,743 | $2,503 萬 | 11.74% | +88,023+76.1% | 加碼 |
| Peapack Gladstone Financial Corp | 207,343 | $2,531 萬 | 0.48% | −24,382−10.5% | 減碼 |
| AMF Pensionsforsakring AB | 206,261 | $2,534 萬 | 0.26% | +66,468+47.5% | 加碼 |
| Trexquant Investment LP | 207,837 | $2,553 萬 | 0.70% | +207,837 | 新進 |
| Coronation Fund Managers Ltd. | 207,908 | $2,554 萬 | 0.68% | −20,023−8.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 208,381 | $2,560 萬 | 0.40% | −11,247−5.1% | 減碼 |
| Walleye Capital LLC | 213,711 | $2,625 萬 | 0.53% | +213,711 | 新進 |
| Xponance, Inc. | 214,788 | $2,638 萬 | 0.39% | −909−0.4% | 減碼 |
| Norris Perne & French LLP | 216,957 | $2,663 萬 | 2.44% | −3,416−1.6% | 減碼 |
| Grandfield & Dodd, LLC | 216,920 | $2,664 萬 | 1.86% | +2,178+1.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 219,107 | $2,691 萬 | 0.68% | +5,169+2.4% | 加碼 |
| Mackenzie Financial Corp | 219,117 | $2,691 萬 | 0.04% | +34,254+18.5% | 加碼 |
| National Bank of Canada | 219,829 | $2,700 萬 | 0.07% | −7,066−3.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 224,167 | $2,753 萬 | 0.64% | 00.0% | 不變 |
| South Dakota Investment Council | 224,253 | $2,755 萬 | 0.59% | −200−0.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 224,882 | $2,762 萬 | 2.69% | +86,090+62.0% | 加碼 |
| CIBC Asset Management Inc | 226,345 | $2,780 萬 | 0.11% | −75,529−25.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 229,135 | $2,815 萬 | 0.75% | −2,699−1.2% | 減碼 |
| Pinebridge Investments, L.P. | 230,056 | $2,826 萬 | 0.32% | −25,053−9.8% | 減碼 |
| La Banque Postale Asset Management SA | 231,055 | $2,838 萬 | 0.72% | −19,842−7.9% | 減碼 |
| Renaissance Group LLC | 232,195 | $2,852 萬 | 1.31% | +232,195 | 新進 |
| Cardinal Capital Management, Inc. | 232,229 | $2,852 萬 | 1.55% | −2,244−1.0% | 減碼 |
| Amalgamated Bank | 232,465 | $2,855 萬 | 0.24% | −3,586−1.5% | 減碼 |
| Sit Investment Associates Inc | 233,890 | $2,873 萬 | 0.78% | −10,850−4.4% | 減碼 |
| Dundas Partners LLP | 234,053 | $2,875 萬 | 3.01% | +3,584+1.6% | 加碼 |
| Arizona State Retirement System | 234,901 | $2,885 萬 | 0.26% | +491+0.2% | 加碼 |
| Bank of Nova Scotia | 238,094 | $2,925 萬 | 0.09% | −12,980−5.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 238,150 | $2,925 萬 | 0.29% | −30,600−11.4% | 減碼 |
| Advisor Group Holdings, Inc. | 239,156 | $2,927 萬 | 0.06% | +18,443+8.4% | 加碼 |
| Assetmark, Inc | 238,496 | $2,929 萬 | 0.12% | +6,006+2.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 244,237 | $3,000 萬 | 0.08% | +70,284+40.4% | 加碼 |
| First Republic Investment Management, Inc. | 245,822 | $3,019 萬 | 0.06% | −22,529−8.4% | 減碼 |
| Zacks Investment Management | 249,293 | $3,062 萬 | 0.41% | +57,750+30.1% | 加碼 |
| MetLife Investment Management | 251,148 | $3,085 萬 | 0.22% | −5,469−2.1% | 減碼 |
| Calamos Advisors LLC | 260,858 | $3,204 萬 | 0.16% | −28,859−10.0% | 減碼 |
| Forsta Ap-Fonden | 264,100 | $3,244 萬 | 0.38% | −20,800−7.3% | 減碼 |
| Harbor Island Capital LLC | 264,515 | $3,249 萬 | 17.84% | −1,730−0.6% | 減碼 |
| Handelsbanken Fonder AB | 266,028 | $3,268 萬 | 0.19% | +15,809+6.3% | 加碼 |
| Balyasny Asset Management LLC | 267,067 | $3,280 萬 | 0.11% | +250,494+1,511.5% | 加碼 |
| Boston Common Asset Management, LLC | 271,087 | $3,330 萬 | 0.69% | +96,587+55.4% | 加碼 |
| Commonwealth Equity Services, LLC | 271,624 | $3,336 萬 | 0.07% | +1,834+0.7% | 加碼 |
| State of Tennessee, Treasury Department | 272,704 | $3,350 萬 | 0.15% | −1,367−0.5% | 減碼 |
| Glenmede Trust Co NA | 276,138 | $3,392 萬 | 0.19% | −5,334−1.9% | 減碼 |
| Aviva PLC | 276,598 | $3,397 萬 | 0.15% | −63,725−18.7% | 減碼 |
| Grassi Investment Management | 278,316 | $3,419 萬 | 4.24% | −400−0.1% | 減碼 |
| State of Michigan Retirement System | 278,955 | $3,426 萬 | 0.23% | −2,300−0.8% | 減碼 |
| Boston Trust Walden Corp | 279,029 | $3,427 萬 | 0.30% | +68,718+32.7% | 加碼 |
| Mercer Global Advisors Inc | 281,263 | $3,455 萬 | 0.16% | +2,251+0.8% | 加碼 |
| ABN AMRO Bank N.V. | 282,219 | $3,473 萬 | 0.78% | +282,219 | 新進 |
| Nisa Investment Advisors, LLC | 287,528 | $3,532 萬 | 0.28% | +10,220+3.7% | 加碼 |
| Capital Advisors Inc | 288,053 | $3,538 萬 | 0.95% | +3,077+1.1% | 加碼 |
| Broad Run Investment Management, LLC | 288,555 | $3,544 萬 | 4.22% | −950−0.3% | 減碼 |
| Mariner, LLC | 288,995 | $3,549 萬 | 0.10% | +11,975+4.3% | 加碼 |
| Ci Investments Inc. | 291,019 | $3,575 萬 | 0.18% | −15,235−5.0% | 減碼 |
| Korea Investment CORP | 295,136 | $3,625 萬 | 0.11% | −88,725−23.1% | 減碼 |
| Kiltearn Partners LLP | 298,600 | $3,668 萬 | 2.65% | −1,400−0.5% | 減碼 |
| Cambiar Investors LLC | 299,294 | $3,676 萬 | 1.58% | −12,440−4.0% | 減碼 |
| American International Group, Inc. | 301,791 | $3,707 萬 | 0.24% | −4,142−1.4% | 減碼 |
| Twinbeech Capital LP | 302,063 | $3,710 萬 | 0.75% | +302,063 | 新進 |
| Formuepleje A/S | 307,535 | $3,777 萬 | 2.77% | −76,512−19.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 307,613 | $3,778 萬 | 0.06% | +68,148+28.5% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $3,932 萬 | 2.07% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 326,667 | $4,012 萬 | 1.34% | +1,858+0.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 326,811 | $4,014 萬 | 0.50% | −18,410−5.3% | 減碼 |
| ING Groep NV | 337,491 | $4,145 萬 | 0.40% | +113,482+50.7% | 加碼 |
| Teacher Retirement System of Texas | 339,719 | $4,173 萬 | 0.28% | +90,728+36.4% | 加碼 |
| CI Private Wealth, LLC | 340,976 | $4,188 萬 | 0.11% | +59,619+21.2% | 加碼 |
| Schroder Investment Management Group | 346,998 | $4,262 萬 | 0.06% | −3,769−1.1% | 減碼 |
| SEI Investments Co | 347,183 | $4,265 萬 | 0.08% | +15,244+4.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 352,755 | $4,333 萬 | 1.80% | +1,182+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 367,933 | $4,519 萬 | 0.20% | +15,991+4.5% | 加碼 |
| Virginia Retirement Systems Et Al | 370,630 | $4,552 萬 | 0.47% | +144,530+63.9% | 加碼 |
| LPL Financial LLC | 378,152 | $4,645 萬 | 0.04% | +1,922+0.5% | 加碼 |
| HighTower Advisors, LLC | 383,642 | $4,707 萬 | 0.10% | +36,606+10.5% | 加碼 |
| Tocqueville Asset Management L.P. | 389,017 | $4,778 萬 | 0.90% | +1,455+0.4% | 加碼 |
| Intech Investment Management LLC | 396,728 | $4,873 萬 | 0.39% | −174,148−30.5% | 減碼 |
| Guggenheim Capital LLC | 398,133 | $4,890 萬 | 0.41% | +57,547+16.9% | 加碼 |
| ARGA Investment Management, LP | 400,362 | $4,918 萬 | 1.84% | −9,408−2.3% | 減碼 |
| Earnest Partners LLC | 401,494 | $4,932 萬 | 0.29% | +682+0.2% | 加碼 |
| Jane Street Group, LLC | 402,558 | $4,945 萬 | 0.08% | −57,296−12.5% | 減碼 |
| Treasurer of the State of North Carolina | 407,085 | $5,000 萬 | 0.28% | −5,426−1.3% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 412,000 | $5,061 萬 | 0.76% | 00.0% | 不變 |
| M&T Bank Corp | 412,260 | $5,064 萬 | 0.20% | +16,987+4.3% | 加碼 |
| Whittier Trust Co | 412,690 | $5,069 萬 | 0.92% | +10.0% | 加碼 |