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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 272,704 | $3,350 萬 | 0.15% | −1,367−0.5% | 減碼 |
| Commonwealth Equity Services, LLC | 271,624 | $3,336 萬 | 0.07% | +1,834+0.7% | 加碼 |
| Boston Common Asset Management, LLC | 271,087 | $3,330 萬 | 0.69% | +96,587+55.4% | 加碼 |
| Balyasny Asset Management LLC | 267,067 | $3,280 萬 | 0.11% | +250,494+1,511.5% | 加碼 |
| Handelsbanken Fonder AB | 266,028 | $3,268 萬 | 0.19% | +15,809+6.3% | 加碼 |
| Harbor Island Capital LLC | 264,515 | $3,249 萬 | 17.84% | −1,730−0.6% | 減碼 |
| Forsta Ap-Fonden | 264,100 | $3,244 萬 | 0.38% | −20,800−7.3% | 減碼 |
| Calamos Advisors LLC | 260,858 | $3,204 萬 | 0.16% | −28,859−10.0% | 減碼 |
| MetLife Investment Management | 251,148 | $3,085 萬 | 0.22% | −5,469−2.1% | 減碼 |
| Zacks Investment Management | 249,293 | $3,062 萬 | 0.41% | +57,750+30.1% | 加碼 |
| First Republic Investment Management, Inc. | 245,822 | $3,019 萬 | 0.06% | −22,529−8.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 244,237 | $3,000 萬 | 0.08% | +70,284+40.4% | 加碼 |
| Assetmark, Inc | 238,496 | $2,929 萬 | 0.12% | +6,006+2.6% | 加碼 |
| Advisor Group Holdings, Inc. | 239,156 | $2,927 萬 | 0.06% | +18,443+8.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 238,150 | $2,925 萬 | 0.29% | −30,600−11.4% | 減碼 |
| Bank of Nova Scotia | 238,094 | $2,925 萬 | 0.09% | −12,980−5.2% | 減碼 |
| Arizona State Retirement System | 234,901 | $2,885 萬 | 0.26% | +491+0.2% | 加碼 |
| Dundas Partners LLP | 234,053 | $2,875 萬 | 3.01% | +3,584+1.6% | 加碼 |
| Sit Investment Associates Inc | 233,890 | $2,873 萬 | 0.78% | −10,850−4.4% | 減碼 |
| Amalgamated Bank | 232,465 | $2,855 萬 | 0.24% | −3,586−1.5% | 減碼 |
| Cardinal Capital Management, Inc. | 232,229 | $2,852 萬 | 1.55% | −2,244−1.0% | 減碼 |
| Renaissance Group LLC | 232,195 | $2,852 萬 | 1.31% | +232,195 | 新進 |
| La Banque Postale Asset Management SA | 231,055 | $2,838 萬 | 0.72% | −19,842−7.9% | 減碼 |
| Pinebridge Investments, L.P. | 230,056 | $2,826 萬 | 0.32% | −25,053−9.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 229,135 | $2,815 萬 | 0.75% | −2,699−1.2% | 減碼 |
| CIBC Asset Management Inc | 226,345 | $2,780 萬 | 0.11% | −75,529−25.0% | 減碼 |
| Gillespie Robinson & Grimm Inc | 224,882 | $2,762 萬 | 2.69% | +86,090+62.0% | 加碼 |
| South Dakota Investment Council | 224,253 | $2,755 萬 | 0.59% | −200−0.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 224,167 | $2,753 萬 | 0.64% | 00.0% | 不變 |
| National Bank of Canada | 219,829 | $2,700 萬 | 0.07% | −7,066−3.1% | 減碼 |
| Mackenzie Financial Corp | 219,117 | $2,691 萬 | 0.04% | +34,254+18.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 219,107 | $2,691 萬 | 0.68% | +5,169+2.4% | 加碼 |
| Grandfield & Dodd, LLC | 216,920 | $2,664 萬 | 1.86% | +2,178+1.0% | 加碼 |
| Norris Perne & French LLP | 216,957 | $2,663 萬 | 2.44% | −3,416−1.6% | 減碼 |
| Xponance, Inc. | 214,788 | $2,638 萬 | 0.39% | −909−0.4% | 減碼 |
| Walleye Capital LLC | 213,711 | $2,625 萬 | 0.53% | +213,711 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 208,381 | $2,560 萬 | 0.40% | −11,247−5.1% | 減碼 |
| Coronation Fund Managers Ltd. | 207,908 | $2,554 萬 | 0.68% | −20,023−8.8% | 減碼 |
| Trexquant Investment LP | 207,837 | $2,553 萬 | 0.70% | +207,837 | 新進 |
| AMF Pensionsforsakring AB | 206,261 | $2,534 萬 | 0.26% | +66,468+47.5% | 加碼 |
| Peapack Gladstone Financial Corp | 207,343 | $2,531 萬 | 0.48% | −24,382−10.5% | 減碼 |
| Engine No. 1 LLC | 203,743 | $2,503 萬 | 11.74% | +88,023+76.1% | 加碼 |
| Vident Investment Advisory, LLC | 201,772 | $2,478 萬 | 0.80% | −4,187−2.0% | 減碼 |
| Industrial Alliance Investment Management Inc. | 200,787 | $2,466 萬 | 0.69% | −79,236−28.3% | 減碼 |
| Osterweis Capital Management Inc | 197,687 | $2,428 萬 | 1.65% | −2,774−1.4% | 減碼 |
| Pacer Advisors, Inc. | 196,490 | $2,413 萬 | 0.10% | +166,275+550.3% | 加碼 |
| Longbow Finance SA | 193,826 | $2,381 萬 | 3.00% | +101,323+109.5% | 加碼 |
| USS Investment Management Ltd | 192,667 | $2,367 萬 | 0.33% | 00.0% | 不變 |
| Analog Century Management LP | 191,230 | $2,349 萬 | 7.12% | +53,450+38.8% | 加碼 |
| Clearbridge Investments, LLC | 190,432 | $2,339 萬 | 0.02% | +4,718+2.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 187,552 | $2,304 萬 | 0.04% | +7,822+4.4% | 加碼 |
| Ossiam | 187,471 | $2,303 萬 | 0.48% | +141,779+310.3% | 加碼 |
| Busey Wealth Management | 184,307 | $2,264 萬 | 0.96% | +221+0.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 184,290 | $2,264 萬 | 0.16% | −44,865−19.6% | 減碼 |
| Keystone Investors Pte Ltd | 183,171 | $2,250 萬 | 4.50% | +151,793+483.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 182,743 | $2,245 萬 | 0.53% | +6,833+3.9% | 加碼 |
| DnB Asset Management AS | 182,379 | $2,240 萬 | 0.14% | +1,875+1.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 179,072 | $2,200 萬 | 0.30% | −1,900−1.0% | 減碼 |
| Chiron Investment Management, LLC | 176,316 | $2,166 萬 | 3.90% | +176,316 | 新進 |
| Texas Permanent School Fund | 175,669 | $2,158 萬 | 0.21% | +53,534+43.8% | 加碼 |
| Swiss Life Asset Management Ltd | 172,060 | $2,114 萬 | 0.32% | −3,882−2.2% | 減碼 |
| Guinness Asset Management LTD | 171,379 | $2,105 萬 | 0.53% | +228+0.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 171,341 | $2,105 萬 | 0.11% | +24,651+16.8% | 加碼 |
| Henshaw Capital LLC | 171,300 | $2,104 萬 | 1.30% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 169,478 | $2,082 萬 | 0.25% | −4,405−2.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 167,684 | $2,060 萬 | 2.50% | −662−0.4% | 減碼 |
| North Growth Management Ltd. | 168,000 | $2,059 萬 | 4.39% | −2,000−1.2% | 減碼 |
| Managed Asset Portfolios, LLC | 166,076 | $2,040 萬 | 3.10% | −621−0.4% | 減碼 |
| LMCG Investments, LLC | 165,175 | $2,029 萬 | 1.35% | −2,417−1.4% | 減碼 |
| Willis Investment Counsel | 164,971 | $2,026 萬 | 1.32% | +27,070+19.6% | 加碼 |
| Silvant Capital Management LLC | 164,217 | $2,017 萬 | 1.31% | −2,762−1.7% | 減碼 |
| Rheos Capital Works Inc. | 163,900 | $2,013 萬 | 1.12% | +67,100+69.3% | 加碼 |
| Sanders Capital, LLC | 163,642 | $2,010 萬 | 0.05% | +15,369+10.4% | 加碼 |
| Illinois Municipal Retirement Fund | 163,391 | $2,007 萬 | 0.43% | +9,054+5.9% | 加碼 |
| Bragg Financial Advisors, Inc | 161,874 | $1,988 萬 | 1.17% | −697−0.4% | 減碼 |
| IFM Investors Pty Ltd | 161,188 | $1,980 萬 | 0.30% | +4,565+2.9% | 加碼 |
| McGuire Investment Group, LLC | 158,946 | $1,952 萬 | 3.88% | −924−0.6% | 減碼 |
| Point72 Middle East FZE | 156,142 | $1,918 萬 | 1.09% | +150,100+2,484.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 155,549 | $1,911 萬 | 0.18% | +116,672+300.1% | 加碼 |
| Cohen Capital Management, Inc. | 155,363 | $1,908 萬 | 3.86% | −1,056−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 153,877 | $1,890 萬 | 0.07% | −649,719−80.9% | 減碼 |
| Westpac Banking Corp | 152,174 | $1,869 萬 | 0.25% | +26,718+21.3% | 加碼 |
| Hancock Whitney Corp | 151,683 | $1,863 萬 | 0.75% | −12,114−7.4% | 減碼 |
| Biechele Royce Advisors | 151,494 | $1,861 萬 | 6.92% | +4,231+2.9% | 加碼 |
| Utah Retirement Systems | 149,907 | $1,841 萬 | 0.27% | −2,600−1.7% | 減碼 |
| Eastern Bank | 149,727 | $1,839 萬 | 0.92% | +9,612+6.9% | 加碼 |
| CIBC World Markets Inc. | 149,009 | $1,830 萬 | 0.07% | +771+0.5% | 加碼 |
| Power Corp of Canada | 152,546 | $1,823 萬 | 1.91% | +121,076+384.7% | 加碼 |
| Creative Planning | 147,901 | $1,817 萬 | 0.03% | +4,254+3.0% | 加碼 |
| Public Sector Pension Investment Board | 145,337 | $1,785 萬 | 0.13% | −8,113−5.3% | 減碼 |
| Tredje AP-fonden | 143,759 | $1,766 萬 | 0.27% | −76,294−34.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 143,744 | $1,765 萬 | 0.22% | +30,134+26.5% | 加碼 |
| HRT Financial LP | 143,378 | $1,761 萬 | 0.21% | −37,696−20.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 142,923 | $1,756 萬 | 0.15% | −2,499−1.7% | 減碼 |
| ExodusPoint Capital Management, LP | 142,527 | $1,751 萬 | 0.20% | −61,417−30.1% | 減碼 |
| Cercano Management LLC | 140,091 | $1,721 萬 | 0.69% | +140,091 | 新進 |
| Public Employees Retirement Association of Colorado | 139,616 | $1,715 萬 | 0.09% | −5,621−3.9% | 減碼 |
| Baird Financial Group, Inc. | 139,299 | $1,711 萬 | 0.04% | +1,209+0.9% | 加碼 |
| BancorpSouth Bank | 138,914 | $1,706 萬 | 1.57% | +392+0.3% | 加碼 |
| First Nebraska Trust Co | 137,284 | $1,686 萬 | 2.12% | +111+0.1% | 加碼 |