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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 819,352 | $1.00 億 | 0.09% | +103,441+14.4% | 加碼 |
| Thrivent Financial for Lutherans | 812,893 | $9,985 萬 | 0.24% | +57,685+7.6% | 加碼 |
| Victory Capital Management Inc | 783,942 | $9,629 萬 | 0.11% | +71,357+10.0% | 加碼 |
| Prudential Financial Inc | 783,889 | $9,629 萬 | 0.15% | −10,126−1.3% | 減碼 |
| Bristol Gate Capital Partners Inc. | 779,243 | $9,571 萬 | 5.18% | +6,439+0.8% | 加碼 |
| AQR Capital Management LLC | 775,659 | $9,458 萬 | 0.21% | +73,812+10.5% | 加碼 |
| Close Asset Management Ltd | 767,171 | $9,424 萬 | 4.67% | +13,933+1.8% | 加碼 |
| Royal London Asset Management Ltd | 752,964 | $9,249 萬 | 0.37% | +119,724+18.9% | 加碼 |
| US Bancorp | 736,000 | $9,040 萬 | 0.15% | +21,200+3.0% | 加碼 |
| Stifel Financial Corp | 733,658 | $9,012 萬 | 0.13% | +11,545+1.6% | 加碼 |
| Rockefeller Capital Management L.P. | 727,743 | $8,939 萬 | 0.38% | −301,478−29.3% | 減碼 |
| Lord, Abbett & Co. LLC | 724,555 | $8,900 萬 | 0.32% | +724,555 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 723,473 | $8,886 萬 | 0.21% | +58,041+8.7% | 加碼 |
| Manning & Napier Group, LLC | 710,161 | $8,723 萬 | 1.02% | +505,862+247.6% | 加碼 |
| Clark Capital Management Group, Inc. | 664,277 | $8,159 萬 | 0.91% | +56,875+9.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 650,201 | $7,986 萬 | 0.18% | +4,200+0.7% | 加碼 |
| Epoch Investment Partners, Inc. | 645,857 | $7,933 萬 | 0.47% | +22,050+3.5% | 加碼 |
| Standard Life Aberdeen plc | 637,564 | $7,831 萬 | 0.20% | +50,161+8.5% | 加碼 |
| Zurich Insurance Group Ltd | 635,273 | $7,803 萬 | 0.98% | −5,990−0.9% | 減碼 |
| Abn Amro Investment Solutions | 633,429 | $7,780 萬 | 1.61% | +633,429 | 新進 |
| Manufacturers Life Insurance Company, The | 629,214 | $7,729 萬 | 0.04% | −126,857−16.8% | 減碼 |
| Truist Financial Corp | 624,476 | $7,670 萬 | 0.13% | +17,096+2.8% | 加碼 |
| Theleme Partners LLP | 624,000 | $7,665 萬 | 3.30% | −334,000−34.9% | 減碼 |
| AXA S.A. | 621,884 | $7,639 萬 | 0.26% | +200,372+47.5% | 加碼 |
| Naya Capital Management UK Ltd | 617,996 | $7,591 萬 | 8.60% | +617,996 | 新進 |
| Retirement Systems of Alabama | 605,290 | $7,435 萬 | 0.32% | −26,420−4.2% | 減碼 |
| Brandes Investment Partners, LP | 597,463 | $7,339 萬 | 1.56% | +92,860+18.4% | 加碼 |
| Argent Capital Management LLC | 595,055 | $7,309 萬 | 2.53% | +248,549+71.7% | 加碼 |
| Storebrand Asset Management AS | 589,710 | $7,243 萬 | 0.37% | +22,111+3.9% | 加碼 |
| Employees Provident Fund Board | 580,151 | $7,126 萬 | 1.84% | +241,456+71.3% | 加碼 |
| XN LP | 574,919 | $7,062 萬 | 8.42% | +574,919 | 新進 |
| Nomura Asset Management Co Ltd | 571,303 | $7,017 萬 | 0.37% | +43,233+8.2% | 加碼 |
| Sound Shore Management Inc | 568,971 | $6,989 萬 | 2.63% | −25,966−4.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 601,156 | $6,796 萬 | 0.47% | −16,346−2.6% | 減碼 |
| Panagora Asset Management Inc | 533,019 | $6,547 萬 | 0.41% | −12,455−2.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 529,907 | $6,509 萬 | 0.53% | −721,177−57.6% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 529,347 | $6,502 萬 | 0.26% | −8,202−1.5% | 減碼 |
| Scge Management, L.P. | 517,000 | $6,350 萬 | 1.74% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 512,146 | $6,291 萬 | 0.22% | +3,979+0.8% | 加碼 |
| Renaissance Technologies LLC | 505,148 | $6,205 萬 | 0.08% | +505,148 | 新進 |
| Erste Asset Management GmbH | 503,738 | $6,152 萬 | 1.18% | +16,546+3.4% | 加碼 |
| Public Employees Retirement System of Ohio | 500,618 | $6,149 萬 | 0.26% | −20,507−3.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 499,482 | $6,135 萬 | 1.58% | −287,207−36.5% | 減碼 |
| Toronto Dominion Bank | 485,348 | $5,958 萬 | 0.10% | −47,702−8.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 472,983 | $5,810 萬 | 0.09% | −1,136,475−70.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 464,072 | $5,700 萬 | 0.05% | +1,181+0.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 459,257 | $5,641 萬 | 0.08% | −284−0.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 455,485 | $5,595 萬 | 0.19% | −249,407−35.4% | 減碼 |
| STRS Ohio | 445,064 | $5,467 萬 | 0.24% | −209,507−32.0% | 減碼 |
| Russell Investments Group, Ltd. | 445,181 | $5,459 萬 | 0.11% | +58,281+15.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 440,262 | $5,408 萬 | 0.56% | +13,200+3.1% | 加碼 |
| Natixis Advisors, L.P. | 437,480 | $5,374 萬 | 0.18% | +41,171+10.4% | 加碼 |
| Ardevora Asset Management LLP | 429,000 | $5,269 萬 | 0.95% | +429,000 | 新進 |
| British Columbia Investment Management Corp | 428,499 | $5,263 萬 | 0.55% | +435+0.1% | 加碼 |
| Kempen Capital Management N.V. | 424,767 | $5,217 萬 | 0.99% | −19,496−4.4% | 減碼 |
| Fifth Third Bancorp | 421,574 | $5,178 萬 | 0.24% | −33,151−7.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 419,500 | $5,153 萬 | 0.47% | +419,500 | 新進 |
| Westfield Capital Management Co LP | 413,075 | $5,074 萬 | 0.36% | −122,198−22.8% | 減碼 |
| Whittier Trust Co | 412,690 | $5,069 萬 | 0.92% | +10.0% | 加碼 |
| M&T Bank Corp | 412,260 | $5,064 萬 | 0.20% | +16,987+4.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 412,000 | $5,061 萬 | 0.76% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 407,085 | $5,000 萬 | 0.28% | −5,426−1.3% | 減碼 |
| Jane Street Group, LLC | 402,558 | $4,945 萬 | 0.08% | −57,296−12.5% | 減碼 |
| Earnest Partners LLC | 401,494 | $4,932 萬 | 0.29% | +682+0.2% | 加碼 |
| ARGA Investment Management, LP | 400,362 | $4,918 萬 | 1.84% | −9,408−2.3% | 減碼 |
| Guggenheim Capital LLC | 398,133 | $4,890 萬 | 0.41% | +57,547+16.9% | 加碼 |
| Intech Investment Management LLC | 396,728 | $4,873 萬 | 0.39% | −174,148−30.5% | 減碼 |
| Tocqueville Asset Management L.P. | 389,017 | $4,778 萬 | 0.90% | +1,455+0.4% | 加碼 |
| HighTower Advisors, LLC | 383,642 | $4,707 萬 | 0.10% | +36,606+10.5% | 加碼 |
| LPL Financial LLC | 378,152 | $4,645 萬 | 0.04% | +1,922+0.5% | 加碼 |
| Virginia Retirement Systems Et Al | 370,630 | $4,552 萬 | 0.47% | +144,530+63.9% | 加碼 |
| Asset Management One Co.,Ltd. | 367,933 | $4,519 萬 | 0.20% | +15,991+4.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 352,755 | $4,333 萬 | 1.80% | +1,182+0.3% | 加碼 |
| SEI Investments Co | 347,183 | $4,265 萬 | 0.08% | +15,244+4.6% | 加碼 |
| Schroder Investment Management Group | 346,998 | $4,262 萬 | 0.06% | −3,769−1.1% | 減碼 |
| CI Private Wealth, LLC | 340,976 | $4,188 萬 | 0.11% | +59,619+21.2% | 加碼 |
| Teacher Retirement System of Texas | 339,719 | $4,173 萬 | 0.28% | +90,728+36.4% | 加碼 |
| ING Groep NV | 337,491 | $4,145 萬 | 0.40% | +113,482+50.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 326,811 | $4,014 萬 | 0.50% | −18,410−5.3% | 減碼 |
| Crestwood Advisors Group LLC | 326,667 | $4,012 萬 | 1.34% | +1,858+0.6% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $3,932 萬 | 2.07% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 307,613 | $3,778 萬 | 0.06% | +68,148+28.5% | 加碼 |
| Formuepleje A/S | 307,535 | $3,777 萬 | 2.77% | −76,512−19.9% | 減碼 |
| Twinbeech Capital LP | 302,063 | $3,710 萬 | 0.75% | +302,063 | 新進 |
| American International Group, Inc. | 301,791 | $3,707 萬 | 0.24% | −4,142−1.4% | 減碼 |
| Cambiar Investors LLC | 299,294 | $3,676 萬 | 1.58% | −12,440−4.0% | 減碼 |
| Kiltearn Partners LLP | 298,600 | $3,668 萬 | 2.65% | −1,400−0.5% | 減碼 |
| Korea Investment CORP | 295,136 | $3,625 萬 | 0.11% | −88,725−23.1% | 減碼 |
| Ci Investments Inc. | 291,019 | $3,575 萬 | 0.18% | −15,235−5.0% | 減碼 |
| Mariner, LLC | 288,995 | $3,549 萬 | 0.10% | +11,975+4.3% | 加碼 |
| Broad Run Investment Management, LLC | 288,555 | $3,544 萬 | 4.22% | −950−0.3% | 減碼 |
| Capital Advisors Inc | 288,053 | $3,538 萬 | 0.95% | +3,077+1.1% | 加碼 |
| Nisa Investment Advisors, LLC | 287,528 | $3,532 萬 | 0.28% | +10,220+3.7% | 加碼 |
| ABN AMRO Bank N.V. | 282,219 | $3,473 萬 | 0.78% | +282,219 | 新進 |
| Mercer Global Advisors Inc | 281,263 | $3,455 萬 | 0.16% | +2,251+0.8% | 加碼 |
| Boston Trust Walden Corp | 279,029 | $3,427 萬 | 0.30% | +68,718+32.7% | 加碼 |
| State of Michigan Retirement System | 278,955 | $3,426 萬 | 0.23% | −2,300−0.8% | 減碼 |
| Grassi Investment Management | 278,316 | $3,419 萬 | 4.24% | −400−0.1% | 減碼 |
| Aviva PLC | 276,598 | $3,397 萬 | 0.15% | −63,725−18.7% | 減碼 |
| Glenmede Trust Co NA | 276,138 | $3,392 萬 | 0.19% | −5,334−1.9% | 減碼 |