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
- 1,761
- 較 2022 年第 4 季 +115 家
- 持有股數
- 6.74 億
- 較 2022 年第 4 季 +674.5 萬 (+1.0%)
- 總市值
- $825.3 億
- 較 2022 年第 4 季 +$174.6 億 (+26.8%)
- 新進機構
- 225
- 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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 1,969 | $24.2 萬 | 0.28% | +1,969 | 新進 |
| IPG Investment Advisors LLC | 1,977 | $24.3 萬 | 0.06% | +1,977 | 新進 |
| West Michigan Advisors, LLC | 1,984 | $24.4 萬 | 0.14% | −144−6.8% | 減碼 |
| RB Capital Management, LLC | 1,986 | $24.4 萬 | 0.08% | +1,986 | 新進 |
| Miracle Mile Advisors, LLC | 1,990 | $24.4 萬 | 0.01% | +1,990 | 新進 |
| Fayez Sarofim & Co | 2,000 | $24.6 萬 | 0.00% | −98−4.7% | 減碼 |
| Paradigm Capital Management Inc | 2,000 | $24.6 萬 | 0.02% | +2,000 | 新進 |
| Eagle Ridge Investment Management | 2,000 | $24.6 萬 | 0.03% | +2,000 | 新進 |
| Mezzasalma Advisors, LLC | 2,000 | $24.6 萬 | 0.17% | +2,000 | 新進 |
| Northwest Investment Counselors, LLC | 2,002 | $24.6 萬 | 0.07% | −84−4.0% | 減碼 |
| F/M Investments LLC | 2,008 | $24.7 萬 | 0.25% | +2,008 | 新進 |
| Berger Financial Group, Inc | 2,010 | $24.7 萬 | 0.03% | +2,010 | 新進 |
| BLB&B Advisors, LLC | 2,022 | $24.8 萬 | 0.02% | +2,022 | 新進 |
| Kolinsky Wealth Management, LLC | 2,027 | $24.9 萬 | 0.26% | −44−2.1% | 減碼 |
| MTM Investment Management, LLC | 2,033 | $25.0 萬 | 0.13% | +2,033 | 新進 |
| Sargent Investment Group, LLC | 2,050 | $25.1 萬 | 0.07% | +2,050 | 新進 |
| Mirador Capital Partners LP | 2,042 | $25.1 萬 | 0.06% | +2,042 | 新進 |
| L2 Asset Management, LLC | 2,044 | $25.1 萬 | 0.15% | +2,044 | 新進 |
| Hodges Capital Management Inc. | 2,302 | $25.2 萬 | 0.02% | +2+0.1% | 加碼 |
| M&G Investment Management Ltd | 2,052 | $25.2 萬 | 0.00% | +2,052 | 新進 |
| Straight Path Wealth Management | 2,062 | $25.3 萬 | 0.20% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 2,063 | $25.3 萬 | 0.09% | +2,063 | 新進 |
| CVA Family Office, LLC | 2,063 | $25.3 萬 | 0.06% | +348+20.3% | 加碼 |
| Crawford Investment Counsel Inc | 2,080 | $25.5 萬 | 0.01% | −150−6.7% | 減碼 |
| Delta Investment Management, LLC | 2,085 | $25.6 萬 | 0.07% | −644−23.6% | 減碼 |
| SageView Advisory Group, LLC | 2,100 | $25.8 萬 | 0.02% | +2,100 | 新進 |
| Cedar Mountain Advisors, LLC | 2,103 | $25.8 萬 | 0.08% | −330−13.6% | 減碼 |
| Insight Advisors, LLC | 2,104 | $25.8 萬 | 0.06% | −3,280−60.9% | 減碼 |
| Ignite Planners, LLC | 2,226 | $25.9 萬 | 0.11% | +389+21.2% | 加碼 |
| Pacific Global Investment Management CO | 2,113 | $26.0 萬 | 0.06% | −83−3.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 2,115 | $26.0 萬 | 0.00% | +2,115 | 新進 |
| Sheets Smith Wealth Management | 2,118 | $26.0 萬 | 0.04% | +46+2.2% | 加碼 |
| Bristlecone Advisors, LLC | 2,118 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 2,119 | $26.0 萬 | 0.21% | 00.0% | 不變 |
| Clay Northam Wealth Management, LLC | 2,122 | $26.1 萬 | 0.27% | 00.0% | 不變 |
| ASB Consultores, LLC | 2,124 | $26.1 萬 | 0.10% | +2,124 | 新進 |
| Lee Danner & Bass Inc | 2,143 | $26.3 萬 | 0.02% | −600−21.9% | 減碼 |
| Sandy Cove Advisors, LLC | 2,145 | $26.3 萬 | 0.19% | 00.0% | 不變 |
| Barings LLC | 2,146 | $26.4 萬 | 0.01% | +2,146 | 新進 |
| Veracity Capital LLC | 2,157 | $26.5 萬 | 0.12% | +29+1.4% | 加碼 |
| Jmac Enterprises LLC | 2,161 | $26.5 萬 | 0.07% | −300−12.2% | 減碼 |
| Covenant Partners, LLC | 2,167 | $26.6 萬 | 0.10% | −638−22.7% | 減碼 |
| Crewe Advisors LLC | 2,173 | $26.7 萬 | 0.04% | −69−3.1% | 減碼 |
| Running Point Capital Advisors, LLC | 2,173 | $26.7 萬 | 0.16% | 00.0% | 不變 |
| Good Life Advisors, LLC | 2,175 | $26.7 萬 | 0.03% | −791−26.7% | 減碼 |
| First County Bank | 2,187 | $26.9 萬 | 0.13% | −189−8.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 2,200 | $26.9 萬 | 0.07% | −134−5.7% | 減碼 |
| Cascade Investment Group, Inc. | 2,195 | $27.0 萬 | 0.27% | 00.0% | 不變 |
| Family Firm, Inc. | 2,200 | $27.0 萬 | 0.07% | +4+0.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,203 | $27.1 萬 | 0.04% | +2,203 | 新進 |
| Pathway Financial Advisors LLC | 2,210 | $27.1 萬 | 0.09% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 2,224 | $27.3 萬 | 0.04% | +25+1.1% | 加碼 |
| Samalin Investment Counsel, LLC | 2,224 | $27.3 萬 | 0.16% | −198−8.2% | 減碼 |
| Forza Wealth Management, LLC | 2,235 | $27.5 萬 | 0.14% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,238 | $27.5 萬 | 0.05% | +10.0% | 加碼 |
| Wealthsource Partners, LLC | 2,239 | $27.5 萬 | 0.02% | +2,239 | 新進 |
| Western Wealth Management, LLC | 2,252 | $27.7 萬 | 0.03% | +150+7.1% | 加碼 |
| Aspen Investment Management Inc | 2,259 | $27.7 萬 | 0.18% | −3−0.1% | 減碼 |
| AXS Investments LLC | 2,260 | $27.8 萬 | 0.09% | +747+49.4% | 加碼 |
| Midwest Financial Group LLC | 2,263 | $27.8 萬 | 0.26% | +2,263 | 新進 |
| David Loasby | 2,437 | $27.9 萬 | 0.03% | +237+10.8% | 加碼 |
| Buckhead Capital Management LLC | 2,280 | $28.0 萬 | 0.07% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 2,283 | $28.0 萬 | 0.14% | +2,283 | 新進 |
| Arrow Financial Corp | 2,300 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 2,300 | $28.3 萬 | 0.14% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,301 | $28.3 萬 | 0.06% | −69−2.9% | 減碼 |
| Rothschild Investment Corp | 2,326 | $28.6 萬 | 0.03% | +31+1.4% | 加碼 |
| Arvest Trust Co N A | 2,347 | $28.8 萬 | 0.02% | −169−6.7% | 減碼 |
| HWG Holdings LP | 2,350 | $28.9 萬 | 0.16% | +2,250+2,250.0% | 加碼 |
| waypoint wealth counsel | 2,362 | $29.0 萬 | 0.22% | +2,362 | 新進 |
| 1st Source Bank | 2,364 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Camden Capital, LLC | 2,364 | $29.0 萬 | 0.04% | +2,364 | 新進 |
| Appleton Partners Inc | 2,379 | $29.2 萬 | 0.03% | −2,380−50.0% | 減碼 |
| MV Capital Management, Inc. | 2,385 | $29.3 萬 | 0.04% | +38+1.6% | 加碼 |
| Plancorp, LLC | 2,391 | $29.4 萬 | 0.02% | +2,391 | 新進 |
| Cape Cod Five Cents Savings Bank | 2,392 | $29.4 萬 | 0.03% | −265−10.0% | 減碼 |
| Birchcreek Wealth Management, LLC | 2,408 | $29.6 萬 | 0.23% | +2,408 | 新進 |
| Bond & Devick Financial Network, Inc. | 2,410 | $29.6 萬 | 0.19% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 2,411 | $29.6 萬 | 0.05% | −22−0.9% | 減碼 |
| Soundwatch Capital LLC | 2,415 | $29.7 萬 | 0.07% | +2,095+654.7% | 加碼 |
| O'Rourke & Company, Inc | 2,415 | $29.7 萬 | 0.23% | −223−8.5% | 減碼 |
| Financial Insights, Inc. | 2,426 | $29.8 萬 | 0.12% | 00.0% | 不變 |
| Financial Advocates Investment Management | 2,432 | $29.9 萬 | 0.02% | −91−3.6% | 減碼 |
| Columbus Macro, LLC | 2,563 | $29.9 萬 | 0.11% | −78−3.0% | 減碼 |
| GraniteShares Advisors LLC | 2,440 | $30.0 萬 | 0.26% | −389−13.8% | 減碼 |
| Summit Financial Group Inc | 2,447 | $30.1 萬 | 0.12% | −250−9.3% | 減碼 |
| First Horizon Advisors, Inc. | 2,447 | $30.1 萬 | 0.01% | −8−0.3% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 2,450 | $30.1 萬 | 0.06% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 2,447 | $30.1 萬 | 0.05% | +132+5.7% | 加碼 |
| Farther Finance Advisors, LLC | 2,452 | $30.1 萬 | 0.09% | +182+8.0% | 加碼 |
| Vaughan David Investments LLC | 2,468 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Wolff Financial Management LLC | 2,470 | $30.3 萬 | 0.11% | +10.0% | 加碼 |
| Trust Investment Advisors | 2,473 | $30.4 萬 | 0.27% | +2,473 | 新進 |
| Old Port Advisors | 2,615 | $30.4 萬 | 0.11% | −180−6.4% | 減碼 |
| Paradigm Asset Management Co LLC | 2,479 | $30.4 萬 | 0.08% | −150−5.7% | 減碼 |
| AIMZ Investment Advisors, LLC | 2,485 | $30.5 萬 | 0.14% | 00.0% | 不變 |
| First National Bank of South Miami | 2,489 | $30.6 萬 | 0.24% | −1,177−32.1% | 減碼 |
| WFA of San Diego, LLC | 2,491 | $30.6 萬 | 0.32% | −370−12.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 2,493 | $30.6 萬 | 0.02% | +11+0.4% | 加碼 |
| XTX Topco Ltd | 2,497 | $30.7 萬 | 0.06% | +2,497 | 新進 |