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 |
|---|---|---|---|---|---|
| Payden & Rygel | 135,610 | $1,666 萬 | 0.99% | +135,610 | 新進 |
| Northwest & Ethical Investments L.P. | 134,299 | $1,650 萬 | 0.55% | −34,062−20.2% | 減碼 |
| Aristotle Atlantic Partners, LLC | 133,134 | $1,635 萬 | 0.84% | −740−0.6% | 減碼 |
| New York Life Investment Management LLC | 132,871 | $1,632 萬 | 0.18% | −2,617−1.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 129,000 | $1,585 萬 | 0.38% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 127,209 | $1,563 萬 | 0.84% | +8,069+6.8% | 加碼 |
| Talbot Financial, LLC | 125,794 | $1,545 萬 | 2.87% | +1,860+1.5% | 加碼 |
| Yousif Capital Management, LLC | 125,264 | $1,539 萬 | 0.20% | −8,104−6.1% | 減碼 |
| Pinnacle Associates Ltd | 123,498 | $1,517 萬 | 0.31% | −1,696−1.4% | 減碼 |
| Achmea Investment Management B.V. | 123,401 | $1,516 萬 | 0.44% | +20,652+20.1% | 加碼 |
| Qube Research & Technologies Ltd | 123,172 | $1,513 萬 | 0.09% | −189,299−60.6% | 減碼 |
| Value Aligned Research Advisors, LLC | 122,194 | $1,501 萬 | 5.31% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 121,907 | $1,497 萬 | 1.98% | +499+0.4% | 加碼 |
| Trust Co of Vermont | 121,138 | $1,488 萬 | 1.04% | +3,724+3.2% | 加碼 |
| Mutual of America Capital Management LLC | 120,699 | $1,483 萬 | 0.18% | −2,234−1.8% | 減碼 |
| Financial Counselors Inc | 120,680 | $1,482 萬 | 0.32% | +1,800+1.5% | 加碼 |
| Nissay Asset Management Corp | 120,565 | $1,481 萬 | 0.13% | +1,689+1.4% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 129,300 | $1,462 萬 | 2.44% | +15,000+13.1% | 加碼 |
| Stanley Capital Management, LLC | 117,300 | $1,441 萬 | 4.30% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 116,227 | $1,428 萬 | 1.10% | +822+0.7% | 加碼 |
| Keybank National Association | 116,143 | $1,427 萬 | 0.07% | −6,781−5.5% | 減碼 |
| Bokf, NA | 114,450 | $1,406 萬 | 0.29% | −9,850−7.9% | 減碼 |
| Curi Capital | 113,622 | $1,396 萬 | 2.01% | −23,488−17.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 113,077 | $1,389 萬 | 0.29% | −35,271−23.8% | 減碼 |
| First Foundation Advisors | 111,461 | $1,369 萬 | 0.63% | −19,789−15.1% | 減碼 |
| Lountzis Asset Management, LLC | 110,692 | $1,360 萬 | 8.05% | +575+0.5% | 加碼 |
| Callahan Advisors, LLC | 110,080 | $1,352 萬 | 1.75% | −8,318−7.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 109,928 | $1,350 萬 | 0.13% | +67,355+158.2% | 加碼 |
| Winton Group Ltd | 108,580 | $1,334 萬 | 0.81% | +98,580+985.8% | 加碼 |
| Lido Advisors, LLC | 105,124 | $1,291 萬 | 0.18% | +1,006+1.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 102,220 | $1,256 萬 | 1.18% | +15,971+18.5% | 加碼 |
| Steel Peak Wealth Management LLC | 102,182 | $1,255 萬 | 0.86% | +67,894+198.0% | 加碼 |
| Eisler Capital (UK) Ltd. | 102,065 | $1,254 萬 | 1.08% | +102,065 | 新進 |
| California First Leasing Corp | 102,000 | $1,253 萬 | 8.38% | 00.0% | 不變 |
| CIBC World Markets Corp | 101,982 | $1,253 萬 | 0.21% | −48,973−32.4% | 減碼 |
| Capital International Ltd | 101,061 | $1,241 萬 | 0.74% | +4,500+4.7% | 加碼 |
| Baader Bank INC | 100,577 | $1,234 萬 | 0.93% | +523+0.5% | 加碼 |
| CCM Investment Advisers LLC | 99,653 | $1,224 萬 | 1.73% | +5,848+6.2% | 加碼 |
| Czech National Bank | 99,319 | $1,220 萬 | 0.30% | −1,381−1.4% | 減碼 |
| FRG Family Wealth Advisors LLC | 99,059 | $1,217 萬 | 2.78% | −1,280−1.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 98,458 | $1,209 萬 | 0.06% | −3,182−3.1% | 減碼 |
| Leuthold Group, LLC | 98,118 | $1,205 萬 | 1.59% | −2,225−2.2% | 減碼 |
| Daiwa Securities Group Inc. | 97,124 | $1,193 萬 | 0.08% | +4,199+4.5% | 加碼 |
| Louisiana State Employees Retirement System | 96,900 | $1,190 萬 | 0.30% | −1,500−1.5% | 減碼 |
| Signature Estate & Investment Advisors LLC | 96,470 | $1,185 萬 | 0.42% | −16,300−14.5% | 減碼 |
| Worldquant Millennium Advisors LLC | 96,436 | $1,185 萬 | 0.22% | +15,680+19.4% | 加碼 |
| Intermede Investment Partners Ltd | 96,210 | $1,182 萬 | 0.29% | +10,216+11.9% | 加碼 |
| Railway Pension Investments Ltd | 95,768 | $1,176 萬 | 0.12% | 00.0% | 不變 |
| Cetera Investment Advisers | 94,925 | $1,166 萬 | 0.10% | −492−0.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 94,246 | $1,158 萬 | 0.06% | −82,228−46.6% | 減碼 |
| Gotham Asset Management, LLC | 93,825 | $1,152 萬 | 0.28% | −2,870−3.0% | 減碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,152 萬 | 2.81% | 00.0% | 不變 |
| Grimes & Company, Inc. | 93,636 | $1,150 萬 | 0.47% | −13,095−12.3% | 減碼 |
| Aquatic Capital Management LLC | 92,900 | $1,141 萬 | 0.71% | +92,900 | 新進 |
| Main Street Research LLC | 92,777 | $1,140 萬 | 2.25% | +92,777 | 新進 |
| Andra AP-fonden | 92,600 | $1,137 萬 | 0.30% | +7,500+8.8% | 加碼 |
| Raymond James Trust N.A. | 92,578 | $1,137 萬 | 0.36% | −567−0.6% | 減碼 |
| Annex Advisory Services, LLC | 92,383 | $1,135 萬 | 0.61% | +2,096+2.3% | 加碼 |
| Citizens Financial Group Inc | 91,974 | $1,130 萬 | 0.41% | −31,089−25.3% | 減碼 |
| Girard Partners Ltd. | 90,807 | $1,115 萬 | 1.23% | +7,182+8.6% | 加碼 |
| Carmel Capital Management L.L.C. | 90,235 | $1,108 萬 | 6.34% | +2,295+2.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 89,962 | $1,105 萬 | 0.17% | −1,780−1.9% | 減碼 |
| Harvard Management Co Inc | 88,443 | $1,086 萬 | 1.14% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 88,385 | $1,086 萬 | 0.24% | +5,888+7.1% | 加碼 |
| Cullinan Associates Inc | 87,423 | $1,074 萬 | 0.63% | +4,672+5.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 87,121 | $1,070 萬 | 0.81% | +87,121 | 新進 |
| Cetera Advisor Networks LLC | 87,050 | $1,069 萬 | 0.08% | −2,126−2.4% | 減碼 |
| Blair William & Co | 86,315 | $1,060 萬 | 0.04% | −3,311−3.7% | 減碼 |
| Capital International Sarl | 86,277 | $1,060 萬 | 0.53% | +12,011+16.2% | 加碼 |
| Aptus Capital Advisors, LLC | 84,635 | $1,040 萬 | 0.30% | +26,926+46.7% | 加碼 |
| Churchill Management Corp | 84,074 | $1,033 萬 | 0.21% | +84,074 | 新進 |
| Beacon Investment Advisory Services, Inc. | 83,886 | $1,030 萬 | 0.50% | +3,781+4.7% | 加碼 |
| Waverton Investment Management Ltd | 83,298 | $1,023 萬 | 0.32% | −46,917−36.0% | 減碼 |
| 1832 Asset Management L.P. | 83,091 | $1,021 萬 | 0.02% | −190,952−69.7% | 減碼 |
| Wealthfront Advisers LLC | 82,796 | $1,017 萬 | 0.05% | +10,916+15.2% | 加碼 |
| PGGM Investments | 82,353 | $1,012 萬 | 0.17% | +54,769+198.6% | 加碼 |
| Isthmus Partners, LLC | 82,290 | $1,011 萬 | 1.43% | +82,290 | 新進 |
| Trillium Asset Management, LLC | 88,201 | $996.9 萬 | 0.29% | +104+0.1% | 加碼 |
| Jacobs & Co | 81,083 | $995.9 萬 | 1.23% | −600−0.7% | 減碼 |
| Marvin & Palmer Associates Inc | 80,540 | $989.3 萬 | 4.98% | +72,461+896.9% | 加碼 |
| Bornite Capital Management LP | 80,000 | $982.6 萬 | 3.33% | −45,000−36.0% | 減碼 |
| Fund Management at Engine No. 1 LLC | 79,601 | $977.7 萬 | 1.97% | +35,561+80.7% | 加碼 |
| Huntington National Bank | 77,900 | $956.8 萬 | 0.10% | −4,662−5.6% | 減碼 |
| Centiva Capital, LP | 77,833 | $956.0 萬 | 0.53% | +32,975+73.5% | 加碼 |
| Maple Capital Management, Inc. | 77,510 | $952.1 萬 | 1.16% | +2,569+3.4% | 加碼 |
| Profund Advisors LLC | 77,401 | $950.7 萬 | 0.59% | +7,401+10.6% | 加碼 |
| Torray LLC | 76,014 | $933.7 萬 | 1.67% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 75,564 | $928.2 萬 | 0.34% | +3,402+4.7% | 加碼 |
| MBB Public Markets I LLC | 75,515 | $927.6 萬 | 0.54% | −53,292−41.4% | 減碼 |
| Shell Asset Management Co | 75,459 | $926.9 萬 | 0.38% | +3,141+4.3% | 加碼 |
| Gabelli Funds LLC | 75,230 | $924.1 萬 | 0.07% | +72,930+3,170.9% | 加碼 |
| Gateway Investment Advisers LLC | 75,069 | $922.1 萬 | 0.11% | −1,880−2.4% | 減碼 |
| Antipodes Partners Ltd | 74,846 | $919.3 萬 | 0.32% | −30,226−28.8% | 減碼 |
| Squarepoint Ops LLC | 72,774 | $893.9 萬 | 0.06% | −57,465−44.1% | 減碼 |
| Bard Financial Services, Inc. | 72,450 | $889.9 萬 | 0.71% | −250−0.3% | 減碼 |
| Hartford Investment Management Co | 72,292 | $888.0 萬 | 0.30% | +8,753+13.8% | 加碼 |
| Shelton Capital Management | 72,093 | $885.5 萬 | 0.37% | +4,231+6.2% | 加碼 |
| Securian Asset Management, Inc | 71,567 | $879.1 萬 | 0.23% | −1,161−1.6% | 減碼 |
| Roanoke Asset Management Corp | 71,335 | $876.2 萬 | 3.74% | −100.0% | 減碼 |
| Prudential PLC | 71,274 | $875.5 萬 | 0.10% | +38+0.1% | 加碼 |