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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 7,600 | $93.4 萬 | 0.15% | 00.0% | 不變 |
| Kennedy Investment Group | 7,601 | $93.4 萬 | 0.57% | −3,910−34.0% | 減碼 |
| Asset Management Resources, LLC | 7,652 | $94.0 萬 | 0.60% | +586+8.3% | 加碼 |
| Mairs & Power Inc | 7,675 | $94.3 萬 | 0.01% | 00.0% | 不變 |
| FDx Advisors, Inc. | 9,701 | $94.5 萬 | 0.04% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 7,694 | $94.5 萬 | 0.09% | +334+4.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,721 | $94.8 萬 | 0.04% | +1,132+17.2% | 加碼 |
| Lincoln National Corp | 7,761 | $95.3 萬 | 0.02% | −635−7.6% | 減碼 |
| Atlas Brown,Inc. | 7,786 | $95.6 萬 | 0.44% | +200+2.6% | 加碼 |
| McMahon Financial Advisors, LLC | 7,797 | $95.8 萬 | 0.32% | +4,003+105.5% | 加碼 |
| Sonora Investment Management Group, LLC | 7,834 | $96.2 萬 | 0.08% | +100+1.3% | 加碼 |
| Quantamental Technologies LLC | 7,853 | $96.5 萬 | 0.52% | −7,117−47.5% | 減碼 |
| Lumature Wealth Partners, LLC | 7,856 | $96.5 萬 | 0.54% | −129−1.6% | 減碼 |
| Secure Asset Management, LLC | 7,868 | $96.6 萬 | 0.32% | −841−9.7% | 減碼 |
| Waters Parkerson & Co., LLC | 7,871 | $96.7 萬 | 0.06% | +9+0.1% | 加碼 |
| Ipswich Investment Management Co., Inc. | 7,876 | $96.7 萬 | 0.26% | −445−5.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 7,908 | $97.1 萬 | 0.74% | −26−0.3% | 減碼 |
| Colony Group LLC | 7,951 | $97.7 萬 | 0.01% | −2,846−26.4% | 減碼 |
| SRN Advisors, LLC | 8,005 | $97.7 萬 | 0.90% | −163−2.0% | 減碼 |
| Chemung Canal Trust Co | 7,984 | $98.1 萬 | 0.23% | +189+2.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 8,008 | $98.4 萬 | 0.28% | −2,289−22.2% | 減碼 |
| Vise Technologies, Inc. | 8,032 | $98.7 萬 | 0.26% | +879+12.3% | 加碼 |
| Lumina Fund Management LLC | 8,100 | $99.5 萬 | 0.47% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 8,105 | $99.6 萬 | 0.19% | +8,105 | 新進 |
| WealthTrust Asset Management, LLC | 8,135 | $99.9 萬 | 0.95% | +8,135 | 新進 |
| Charter Oak Capital Management, LLC | 8,183 | $100.5 萬 | 0.14% | −8−0.1% | 減碼 |
| Gsa Capital Partners LLP | 8,202 | $100.7 萬 | 0.10% | −147−1.8% | 減碼 |
| CenterBook Partners LP | 8,208 | $100.8 萬 | 0.14% | +8,208 | 新進 |
| JT Stratford LLC | 8,245 | $101.3 萬 | 0.29% | +1,116+15.7% | 加碼 |
| Adviser Investments LLC | 8,288 | $101.8 萬 | 0.02% | +16+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,315 | $102.1 萬 | 0.75% | 00.0% | 不變 |
| Charter Trust Co | 8,321 | $102.2 萬 | 0.08% | −715−7.9% | 減碼 |
| Intellectus Partners, LLC | 8,343 | $102.5 萬 | 0.32% | +491+6.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 8,348 | $102.5 萬 | 0.35% | 00.0% | 不變 |
| Corton Capital Inc. | 8,455 | $103.9 萬 | 0.72% | +6,326+297.1% | 加碼 |
| Fulton Bank, N.A. | 8,507 | $104.5 萬 | 0.05% | −31−0.4% | 減碼 |
| Rede Wealth, LLC | 8,522 | $104.7 萬 | 0.55% | −100−1.2% | 減碼 |
| HM Payson & Co | 8,534 | $104.8 萬 | 0.03% | +17+0.2% | 加碼 |
| CTC LLC | 8,611 | $105.1 萬 | 0.03% | −48,889−85.0% | 減碼 |
| Triangle Securities Wealth Management | 8,568 | $105.2 萬 | 0.38% | −207−2.4% | 減碼 |
| LVZ Advisors, Inc. | 8,589 | $105.5 萬 | 0.15% | +1,217+16.5% | 加碼 |
| Hollencrest Capital Management | 8,673 | $106.5 萬 | 0.11% | +8,178+1,652.1% | 加碼 |
| Bradley Foster & Sargent Inc | 8,674 | $106.5 萬 | 0.03% | +140+1.6% | 加碼 |
| Royal Harbor Partners, LLC | 8,694 | $106.8 萬 | 0.57% | −1,203−12.2% | 減碼 |
| Adirondack Trust Co | 8,716 | $107.1 萬 | 0.54% | −135−1.5% | 減碼 |
| Fiduciary Trust Co | 8,716 | $107.1 萬 | 0.02% | +315+3.7% | 加碼 |
| Foster & Motley Inc | 8,729 | $107.2 萬 | 0.09% | −47−0.5% | 減碼 |
| Belpointe Asset Management LLC | 8,781 | $107.9 萬 | 0.06% | +520+6.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,783 | $107.9 萬 | 0.06% | −110−1.2% | 減碼 |
| Ballentine Partners, LLC | 8,802 | $108.1 萬 | 0.03% | +837+10.5% | 加碼 |
| Pitcairn Co | 8,838 | $108.6 萬 | 0.10% | +166+1.9% | 加碼 |
| Aigen Investment Management, LP | 8,851 | $108.7 萬 | 0.15% | +8,851 | 新進 |
| Cutler Group LP | 8,891 | $109.2 萬 | 0.17% | +366+4.3% | 加碼 |
| Sonen Capital LLC | 8,930 | $109.7 萬 | 1.86% | −2,492−21.8% | 減碼 |
| Brown Brothers Harriman & Co | 8,967 | $110.1 萬 | 0.01% | −2,162−19.4% | 減碼 |
| Needham Investment Management LLC | 9,000 | $110.5 萬 | 0.19% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 9,002 | $110.6 萬 | 0.03% | +264+3.0% | 加碼 |
| Salvus Wealth Management, LLC | 9,024 | $110.8 萬 | 0.90% | +433+5.0% | 加碼 |
| Symmetry Partners, LLC | 9,042 | $111.1 萬 | 0.06% | −3,959−30.5% | 減碼 |
| Meeder Asset Management Inc | 9,078 | $111.5 萬 | 0.09% | −12,206−57.3% | 減碼 |
| Empire Financial Management Company, LLC | 9,103 | $111.8 萬 | 0.46% | +9,103 | 新進 |
| Riverstone Advisors, LLC | 9,147 | $112.4 萬 | 0.72% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 9,232 | $113.4 萬 | 0.28% | +46+0.5% | 加碼 |
| Brighton Jones LLC | 9,236 | $113.4 萬 | 0.06% | +162+1.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 9,264 | $113.8 萬 | 0.00% | +9,264 | 新進 |
| Fort Washington Investment Advisors Inc | 9,275 | $113.9 萬 | 0.01% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 9,330 | $114.6 萬 | 0.06% | −50−0.5% | 減碼 |
| TrinityPoint Wealth, LLC | 9,347 | $114.8 萬 | 0.25% | −138−1.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,377 | $115.2 萬 | 2.13% | +9,377 | 新進 |
| Sigma Planning Corp | 9,383 | $115.3 萬 | 0.04% | −137−1.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,402 | $115.5 萬 | 0.05% | +94+1.0% | 加碼 |
| Value Partners Investments Inc. | 9,430 | $115.7 萬 | 0.09% | −41−0.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 9,428 | $115.8 萬 | 0.13% | +669+7.6% | 加碼 |
| STF Management LP | 9,476 | $116.4 萬 | 0.78% | +3,743+65.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 9,498 | $116.7 萬 | 0.28% | −42−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 9,534 | $117.1 萬 | 0.02% | −8−0.1% | 減碼 |
| Advisory Alpha, LLC | 9,569 | $117.5 萬 | 0.07% | +6+0.1% | 加碼 |
| Cohen Klingenstein LLC | 9,600 | $117.9 萬 | 0.06% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 9,610 | $118.0 萬 | 0.70% | −1,954−16.9% | 減碼 |
| Avantax Planning Partners, Inc. | 9,610 | $118.0 萬 | 0.05% | +149+1.6% | 加碼 |
| Lifestyle Asset Management, Inc. | 9,646 | $118.5 萬 | 0.79% | +122+1.3% | 加碼 |
| Concentrum Wealth Management | 9,683 | $118.9 萬 | 0.88% | 00.0% | 不變 |
| Trust Asset Management LLC | 9,762 | $119.9 萬 | 0.13% | −242−2.4% | 減碼 |
| Chesley Taft & Associates LLC | 9,825 | $120.7 萬 | 0.08% | +200+2.1% | 加碼 |
| Stonebridge Capital Advisors LLC | 9,845 | $120.9 萬 | 0.14% | +20+0.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 9,895 | $121.5 萬 | 0.94% | −98−1.0% | 減碼 |
| Byrne Asset Management LLC | 9,977 | $122.5 萬 | 0.87% | −876−8.1% | 減碼 |
| SYSTM Wealth Solutions LLC | 9,993 | $122.7 萬 | 0.19% | −3,098−23.7% | 減碼 |
| Barbara Oil Co. | 10,000 | $122.8 萬 | 0.59% | 00.0% | 不變 |
| RMB Capital Management, LLC | 10,047 | $123.4 萬 | 0.04% | +60+0.6% | 加碼 |
| Successful Portfolios LLC | 10,064 | $123.6 萬 | 0.78% | −227−2.2% | 減碼 |
| Pacific Sage Partners, LLC | 10,123 | $124.3 萬 | 0.40% | −199−1.9% | 減碼 |
| Eagle Harbor Asset Management Inc | 10,163 | $124.8 萬 | 1.69% | −120−1.2% | 減碼 |
| Parametrica Management Ltd | 10,200 | $125.3 萬 | 2.26% | +1,432+16.3% | 加碼 |
| Cigna Investments Inc | 10,257 | $125.9 萬 | 0.25% | −397−3.7% | 減碼 |
| Brookfield Asset Management Inc. | 10,269 | $126.1 萬 | 0.00% | +10,269 | 新進 |
| Thomas White International Ltd | 10,286 | $126.3 萬 | 0.27% | −18−0.2% | 減碼 |
| Krilogy Financial LLC | 10,301 | $126.5 萬 | 0.11% | +4,567+79.6% | 加碼 |
| SWS Partners | 10,307 | $126.6 萬 | 0.47% | +10,307 | 新進 |
| Benchmark Investment Advisors LLC | 10,309 | $126.6 萬 | 1.30% | +634+6.6% | 加碼 |