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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,768 | $869.2 萬 | 0.16% | +2,791+4.1% | 加碼 |
| Mission Wealth Management, LP | 70,562 | $866.7 萬 | 0.37% | +100+0.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $859.8 萬 | 0.23% | 00.0% | 不變 |
| Zimmer Partners, LP | 70,000 | $859.8 萬 | 0.18% | +70,000 | 新進 |
| Hitchwood Capital Management LP | 70,000 | $859.8 萬 | 4.68% | +70,000 | 新進 |
| Holderness Investments Co | 69,816 | $857.6 萬 | 3.43% | +191+0.3% | 加碼 |
| Ethic Inc. | 69,702 | $856.1 萬 | 0.35% | −8,012−10.3% | 減碼 |
| AE Wealth Management LLC | 69,217 | $850.2 萬 | 0.05% | +28,440+69.7% | 加碼 |
| Hoylecohen, LLC | 69,182 | $849.8 萬 | 0.79% | +1,627+2.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 68,694 | $843.8 萬 | 0.27% | +2,096+3.1% | 加碼 |
| NewEdge Wealth, LLC | 68,498 | $841.4 萬 | 0.32% | +224+0.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 68,209 | $837.8 萬 | 0.68% | +4,088+6.4% | 加碼 |
| Pallas Capital Advisors LLC | 72,740 | $826.4 萬 | 0.77% | +2,433+3.5% | 加碼 |
| D.A. Davidson & Co. | 67,047 | $823.5 萬 | 0.09% | +2,916+4.5% | 加碼 |
| Ieq Capital, LLC | 66,902 | $821.8 萬 | 0.19% | +2,563+4.0% | 加碼 |
| Kentucky Retirement Systems | 66,660 | $818.8 萬 | 0.30% | −1,737−2.5% | 減碼 |
| Maryland State Retirement & Pension System | 66,621 | $818.3 萬 | 0.18% | −780−1.2% | 減碼 |
| Capital International Inc | 66,033 | $811.1 萬 | 0.16% | +2,201+3.4% | 加碼 |
| JustInvest LLC | 65,956 | $810.1 萬 | 0.28% | +12,706+23.9% | 加碼 |
| Oppenheimer & Co Inc | 65,108 | $799.7 萬 | 0.17% | +9,259+16.6% | 加碼 |
| Captrust Financial Advisors | 65,030 | $798.8 萬 | 0.04% | +1,614+2.5% | 加碼 |
| Jefferies Financial Group Inc. | 64,950 | $797.8 萬 | 0.17% | +64,950 | 新進 |
| Norinchukin Bank, The | 64,888 | $797.0 萬 | 0.16% | +691+1.1% | 加碼 |
| Evercore Wealth Management, LLC | 64,302 | $789.8 萬 | 0.16% | −4,926−7.1% | 減碼 |
| Buckingham Capital Management, Inc. | 64,156 | $788.0 萬 | 1.26% | +130+0.2% | 加碼 |
| Hosking Partners LLP | 63,601 | $781.2 萬 | 0.36% | −12,525−16.5% | 減碼 |
| LVM Capital Management Ltd | 63,495 | $779.9 萬 | 1.08% | −1,000−1.6% | 減碼 |
| Cantor Fitzgerald, L. P. | 63,331 | $777.9 萬 | 0.17% | +100.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 70,912 | $775.3 萬 | 0.29% | +70,912 | 新進 |
| Capital Investment Counsel, Inc | 62,661 | $769.7 萬 | 1.76% | −9,425−13.1% | 減碼 |
| Varma Mutual Pension Insurance Co | 62,000 | $761.5 萬 | 0.09% | −88,000−58.7% | 減碼 |
| General American Investors Co Inc | 61,652 | $757.3 萬 | 0.72% | 00.0% | 不變 |
| SG Americas Securities, LLC | 61,510 | $755.5 萬 | 0.10% | +1,154+1.9% | 加碼 |
| Engineers Gate Manager LP | 61,277 | $752.7 萬 | 0.31% | +61,277 | 新進 |
| Banque Pictet & Cie SA | 60,483 | $742.9 萬 | 0.07% | −2,560−4.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 59,005 | $724.8 萬 | 0.08% | +36,651+164.0% | 加碼 |
| Cornerstone Advisors, LLC | 59,000 | $724.7 萬 | 0.34% | 00.0% | 不變 |
| LGT Group Foundation | 58,636 | $720.2 萬 | 0.21% | +6,677+12.9% | 加碼 |
| Synovus Financial Corp | 58,072 | $713.3 萬 | 0.08% | −3,182−5.2% | 減碼 |
| Bryn Mawr Trust Co | 57,793 | $709.9 萬 | 0.31% | +979+1.7% | 加碼 |
| Larson Financial Group LLC | 57,571 | $707.2 萬 | 0.77% | +536+0.9% | 加碼 |
| TownSquare Capital, LLC | 57,337 | $704.3 萬 | 0.16% | +3,840+7.2% | 加碼 |
| Penserra Capital Management LLC | 57,296 | $703.5 萬 | 0.15% | +29,242+104.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 57,135 | $701.8 萬 | 0.13% | −8,462−12.9% | 減碼 |
| Blume Capital Management, Inc. | 57,039 | $700.6 萬 | 2.23% | −1,626−2.8% | 減碼 |
| William Allan, LLC | 56,980 | $699.9 萬 | 5.56% | −607−1.1% | 減碼 |
| F&V Capital Management, LLC | 56,066 | $688.7 萬 | 2.29% | −415−0.7% | 減碼 |
| Cooper Creek Partners Management LLC | 55,849 | $686.0 萬 | 0.48% | +741+1.3% | 加碼 |
| KCM Investment Advisors LLC | 55,801 | $685.4 萬 | 0.28% | −3,095−5.3% | 減碼 |
| Sandler Capital Management | 54,679 | $671.6 萬 | 1.10% | +54,679 | 新進 |
| SFMG, LLC | 54,495 | $669.4 萬 | 0.72% | +1,589+3.0% | 加碼 |
| Federated Hermes, Inc. | 53,496 | $657.1 萬 | 0.02% | +27,620+106.7% | 加碼 |
| Colonial Trust Advisors | 53,450 | $656.5 萬 | 0.77% | −258−0.5% | 減碼 |
| WoodTrust Financial Corp | 53,424 | $656.2 萬 | 1.27% | −72−0.1% | 減碼 |
| Greenwich Wealth Management LLC | 53,266 | $654.3 萬 | 0.71% | −159−0.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 53,202 | $653.5 萬 | 0.27% | +49,685+1,412.7% | 加碼 |
| Tiaa, FSB | 52,133 | $640.3 萬 | 0.02% | −78,487−60.1% | 減碼 |
| Compass Wealth Management LLC | 51,791 | $636.1 萬 | 2.02% | −1,700−3.2% | 減碼 |
| Burney Co | 51,003 | $626.5 萬 | 0.31% | +2,232+4.6% | 加碼 |
| Congress Wealth Management LLC | 50,843 | $624.5 萬 | 0.15% | +3,730+7.9% | 加碼 |
| Banque Cantonale Vaudoise | 50,737 | $623.2 萬 | 0.31% | +386+0.8% | 加碼 |
| Saba Capital Management, L.P. | 50,690 | $622.6 萬 | 0.15% | −2,897−5.4% | 減碼 |
| Northwest Bancshares, Inc. | 50,338 | $618.3 萬 | 1.19% | +239+0.5% | 加碼 |
| Banco Santander, S.A. | 50,101 | $615.4 萬 | 0.09% | −9,655−16.2% | 減碼 |
| Maytus Capital Management, LLC | 50,000 | $614.1 萬 | 3.95% | +7,500+17.6% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 50,000 | $614.1 萬 | 3.61% | +11,500+29.9% | 加碼 |
| FourThought Financial Partners, LLC | 49,869 | $612.5 萬 | 0.84% | −441−0.9% | 減碼 |
| Univest Financial Corp | 49,722 | $610.7 萬 | 1.91% | −7,481−13.1% | 減碼 |
| Signet Financial Management, LLC | 49,697 | $610.4 萬 | 1.03% | +640+1.3% | 加碼 |
| Perpetual Ltd | 49,219 | $604.6 萬 | 0.05% | +49,219 | 新進 |
| Segall Bryant & Hamill, LLC | 49,114 | $603.2 萬 | 0.07% | −1,745−3.4% | 減碼 |
| Beech Hill Advisors, Inc. | 48,978 | $601.6 萬 | 3.03% | −1,178−2.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 48,814 | $599.6 萬 | 0.63% | 00.0% | 不變 |
| Eagle Asset Management Inc | 48,753 | $598.8 萬 | 0.04% | +1,847+3.9% | 加碼 |
| GFG Capital, LLC | 36,806 | $593.3 萬 | 1.34% | +5,665+18.2% | 加碼 |
| Crestline Management, LP | 48,000 | $589.6 萬 | 0.72% | +18,311+61.7% | 加碼 |
| Nomura Holdings Inc | 47,780 | $586.9 萬 | 0.06% | +13,772+40.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 47,464 | $583.0 萬 | 0.10% | −4,765−9.1% | 減碼 |
| Marshall Wace, LLP | 47,322 | $581.3 萬 | 0.01% | −79,278−62.6% | 減碼 |
| Guinness Atkinson Asset Management Inc | 47,105 | $578.6 萬 | 3.27% | −924−1.9% | 減碼 |
| Commerce Bank | 47,054 | $578.0 萬 | 0.05% | +601+1.3% | 加碼 |
| Choate Investment Advisors | 46,204 | $567.5 萬 | 0.27% | +4,075+9.7% | 加碼 |
| Ninety One UK Ltd | 45,864 | $563.3 萬 | 0.02% | 00.0% | 不變 |
| Veritable, L.P. | 45,803 | $562.6 萬 | 0.10% | +1,702+3.9% | 加碼 |
| Smithbridge Asset Management Inc | 45,633 | $560.5 萬 | 1.41% | −82−0.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 45,556 | $559.6 萬 | 0.49% | +4,408+10.7% | 加碼 |
| Kinneret Advisory, LLC | 45,503 | $558.9 萬 | 0.72% | −2,445−5.1% | 減碼 |
| Tudor Investment Corp Et Al | 45,426 | $558.0 萬 | 0.11% | −8,819−16.3% | 減碼 |
| Conning Inc. | 45,349 | $557.0 萬 | 0.19% | −9,943−18.0% | 減碼 |
| Avitas Wealth Management LLC | 45,190 | $555.1 萬 | 1.09% | −595−1.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 45,073 | $553.6 萬 | 0.08% | −3,738−7.7% | 減碼 |
| Taylor Hoffman Wealth Management | 44,978 | $552.5 萬 | 3.03% | +440+1.0% | 加碼 |
| Koshinski Asset Management, Inc. | 44,904 | $551.6 萬 | 0.54% | −927−2.0% | 減碼 |
| Freestone Capital Holdings, LLC | 44,677 | $548.8 萬 | 0.24% | −2,387−5.1% | 減碼 |
| Plimoth Trust Co LLC | 44,350 | $544.8 萬 | 1.69% | −1,283−2.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 44,317 | $544.4 萬 | 0.22% | +16,778+60.9% | 加碼 |
| Summit Street Capital Management, LLC | 44,027 | $540.8 萬 | 2.87% | +12,685+40.5% | 加碼 |
| Brown Advisory Inc | 44,010 | $540.6 萬 | 0.01% | +3,704+9.2% | 加碼 |
| Kestra Advisory Services, LLC | 43,903 | $539.3 萬 | 0.06% | −34,412−43.9% | 減碼 |
| Azzad Asset Management Inc | 43,538 | $534.8 萬 | 0.76% | +1,368+3.2% | 加碼 |