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 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2023 年第 2 季 13F 持有人
Applied Materials Inc 在 2023/6/30 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
- 1,830
- 較 2023 年第 1 季 +83 家
- 持有股數
- 6.68 億
- 較 2023 年第 1 季 −497.8 萬 (−0.7%)
- 總市值
- $963.2 億
- 較 2023 年第 1 季 +$137.6 億 (+16.7%)
- 新進機構
- 189
- 另有 650 家加碼
- 清倉機構
- 106
- 另有 711 家減碼
另有 14 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 73,542,029 | $106.3 億 | 0.25% | +323,538+0.4% | 加碼 |
| BlackRock Inc. | 71,782,658 | $103.8 億 | 0.29% | +2,033,896+2.9% | 加碼 |
| State Street Corp | 38,242,877 | $55.3 億 | 0.29% | −191,807−0.5% | 減碼 |
| Capital World Investors | 36,698,147 | $53.0 億 | 1.02% | +3,865,159+11.8% | 加碼 |
| Capital International Investors | 20,882,645 | $30.2 億 | 0.73% | +160,472+0.8% | 加碼 |
| Geode Capital Management, LLC | 16,991,062 | $24.5 億 | 0.29% | +1,119,675+7.1% | 加碼 |
| Price T Rowe Associates Inc | 13,472,106 | $19.5 億 | 0.27% | +1,780,155+15.2% | 加碼 |
| Bank of New York Mellon Corp | 12,030,201 | $17.4 億 | 0.37% | +675,126+5.9% | 加碼 |
| FMR LLC | 11,712,061 | $16.9 億 | 0.14% | +1,0050.0% | 加碼 |
| Nuveen Asset Management, LLC | 9,609,330 | $13.9 億 | 0.48% | +1,925,722+25.1% | 加碼 |
| Northern Trust Corp | 9,575,985 | $13.8 億 | 0.27% | −754,204−7.3% | 減碼 |
| Morgan Stanley | 9,425,207 | $13.6 億 | 0.13% | −1,323,519−12.3% | 減碼 |
| Norges Bank | 8,826,448 | $12.8 億 | 0.25% | −6,336−0.1% | 減碼 |
| Generation Investment Management LLP | 8,431,337 | $12.2 億 | 5.90% | +943,951+12.6% | 加碼 |
| Ameriprise Financial Inc | 8,368,402 | $12.1 億 | 0.38% | −339,160−3.9% | 減碼 |
| Bank of America Corp | 7,319,248 | $10.6 億 | 0.13% | −2,027,500−21.7% | 減碼 |
| Matrix Capital Management Company, LP | 7,052,700 | $10.2 億 | 11.84% | +755,000+12.0% | 加碼 |
| Goldman Sachs Group Inc | 6,966,253 | $10.1 億 | 0.26% | +880,433+14.5% | 加碼 |
| Davis Selected Advisers | 6,945,026 | $10.0 億 | 6.12% | −198,493−2.8% | 減碼 |
| Pictet Asset Management SA | 6,632,741 | $9.59 億 | 1.14% | −1,060,936−13.8% | 減碼 |
| Legal & General Group Plc | 6,334,618 | $9.16 億 | 0.30% | +41,943+0.7% | 加碼 |
| Invesco Ltd. | 6,211,604 | $8.98 億 | 0.24% | −1,103,795−15.1% | 減碼 |
| Deutsche Bank AG | 6,209,384 | $8.98 億 | 0.48% | −1,808,419−22.6% | 減碼 |
| Massachusetts Financial Services Co | 5,968,475 | $8.63 億 | 0.28% | +1,340,250+29.0% | 加碼 |
| Parnassus Investments | 5,673,885 | $8.20 億 | 1.90% | +42,162+0.7% | 加碼 |
| UBS Asset Management Americas Inc | 5,715,598 | $7.02 億 | 0.34% | 00.0% | 不變 |
| Amundi | 4,730,944 | $6.88 億 | 0.35% | −64,909−1.4% | 減碼 |
| American Century Companies Inc | 4,738,049 | $6.85 億 | 0.52% | −408,038−7.9% | 減碼 |
| Swedbank AB | 4,449,368 | $6.43 億 | 1.13% | −317,070−6.7% | 減碼 |
| Lazard Asset Management LLC | 4,423,444 | $6.39 億 | 0.79% | −1,127,648−20.3% | 減碼 |
| Charles Schwab Investment Management Inc | 4,422,785 | $6.39 億 | 0.18% | +10,604+0.2% | 加碼 |
| Fisher Asset Management, LLC | 4,278,079 | $6.18 億 | 0.34% | +112,860+2.7% | 加碼 |
| Dimensional Fund Advisors LP | 4,094,788 | $5.92 億 | 0.19% | +113,306+2.8% | 加碼 |
| Barclays PLC | 3,892,930 | $5.63 億 | 0.37% | +1,408,716+56.7% | 加碼 |
| UBS Group AG | 3,793,904 | $5.48 億 | 0.24% | +160,640+4.4% | 加碼 |
| Primecap Management Co | 3,730,483 | $5.39 億 | 0.45% | −217,700−5.5% | 減碼 |
| Cantillon Capital Management LLC | 3,574,017 | $5.17 億 | 3.61% | +214,238+6.4% | 加碼 |
| Van Eck Associates Corp | 3,497,067 | $5.05 億 | 1.11% | +27,636+0.8% | 加碼 |
| Franklin Resources Inc | 3,406,605 | $4.92 億 | 0.23% | −394,039−10.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,170,262 | $4.58 億 | 0.36% | −397,306−11.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,115,970 | $4.50 億 | 4.16% | +150,000+5.1% | 加碼 |
| FIL Ltd | 3,072,213 | $4.44 億 | 0.50% | −106,907−3.4% | 減碼 |
| Swiss National Bank | 3,052,200 | $4.41 億 | 0.30% | −362,100−10.6% | 減碼 |
| Boston Partners | 3,004,081 | $4.34 億 | 0.58% | −859,345−22.2% | 減碼 |
| Impax Asset Management Group plc | 2,848,770 | $4.11 億 | 1.65% | +135,343+5.0% | 加碼 |
| JPMorgan Chase & Co | 2,803,682 | $4.05 億 | 0.05% | +369,919+15.2% | 加碼 |
| Alliancebernstein L.P. | 2,769,212 | $4.00 億 | 0.16% | −99,183−3.5% | 減碼 |
| Egerton Capital (UK) LLP | 2,629,188 | $3.80 億 | 3.92% | −92,953−3.4% | 減碼 |
| Ensign Peak Advisors, Inc | 2,621,943 | $3.79 億 | 0.77% | −129,177−4.7% | 減碼 |
| Voya Investment Management LLC | 2,435,991 | $3.52 億 | 0.36% | −267,275−9.9% | 減碼 |
| Allianz Asset Management GmbH | 2,313,918 | $3.34 億 | 0.70% | +203,933+9.7% | 加碼 |
| New York State Common Retirement Fund | 2,249,377 | $3.25 億 | 0.42% | −27,668−1.2% | 減碼 |
| Coatue Management LLC大師Coatue | 2,162,584 | $3.13 億 | 1.53% | +90,194+4.4% | 加碼 |
| California Public Employees Retirement System | 2,155,090 | $3.11 億 | 0.27% | −90,197−4.0% | 減碼 |
| Royal Bank of Canada | 2,150,259 | $3.11 億 | 0.09% | −413,887−16.1% | 減碼 |
| HSBC Holdings PLC | 2,121,768 | $3.07 億 | 0.33% | +473,752+28.7% | 加碼 |
| Wells Fargo & Company | 2,027,530 | $2.93 億 | 0.09% | −30,402−1.5% | 減碼 |
| Citigroup Inc | 1,952,215 | $2.82 億 | 0.36% | +393,271+25.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,892,188 | $2.74 億 | 0.43% | −4,383,649−69.8% | 減碼 |
| Putnam Investments LLC | 1,817,291 | $2.63 億 | 0.39% | −372,252−17.0% | 減碼 |
| LSV Asset Management | 1,786,460 | $2.58 億 | 0.57% | −81,833−4.4% | 減碼 |
| Rafferty Asset Management, LLC | 1,740,450 | $2.52 億 | 1.42% | +215,244+14.1% | 加碼 |
| Credit Suisse AG | 1,715,536 | $2.48 億 | 0.25% | −210,503−10.9% | 減碼 |
| Nordea Investment Management AB | 1,693,151 | $2.46 億 | 0.34% | +8,684+0.5% | 加碼 |
| Jennison Associates LLC | 1,687,170 | $2.44 億 | 0.20% | +75,484+4.7% | 加碼 |
| Rhumbline Advisers | 1,671,860 | $2.42 億 | 0.27% | +13,580+0.8% | 加碼 |
| National Pension Service | 1,647,364 | $2.38 億 | 0.38% | +209,794+14.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,425,244 | $2.07 億 | 0.46% | +199,517+16.3% | 加碼 |
| Naya Capital Management UK Ltd | 1,412,918 | $2.04 億 | 21.01% | +794,922+128.6% | 加碼 |
| California State Teachers Retirement System | 1,398,181 | $2.02 億 | 0.29% | −47,866−3.3% | 減碼 |
| Man Group plc | 1,303,663 | $1.88 億 | 0.58% | – | – |
| First Trust Advisors LP | 1,274,800 | $1.84 億 | 0.21% | +155,090+13.9% | 加碼 |
| Macquarie Group Ltd | 1,208,210 | $1.75 億 | 0.20% | −104,705−8.0% | 減碼 |
| Principal Financial Group Inc | 1,141,377 | $1.65 億 | 0.11% | −13,441−1.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,118,703 | $1.62 億 | 0.71% | +130,772+13.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,097,652 | $1.59 億 | 0.34% | −199,861−15.4% | 減碼 |
| Harding Loevner LP | 1,075,639 | $1.55 億 | 0.91% | −204,570−16.0% | 減碼 |
| Vontobel Holding Ltd. | 1,073,508 | $1.55 億 | 1.36% | +14,130+1.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,071,770 | $1.55 億 | 0.36% | +39,871+3.9% | 加碼 |
| Great West Life Assurance Co | 1,043,904 | $1.52 億 | 0.36% | −100,365−8.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,041,306 | $1.51 億 | 0.30% | −36,737−3.4% | 減碼 |
| Neuberger Berman Group LLC | 1,033,116 | $1.49 億 | 0.13% | +213,764+26.1% | 加碼 |
| Bank of Montreal | 997,451 | $1.44 億 | 0.05% | +63,138+6.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 989,135 | $1.43 億 | 0.38% | +34,113+3.6% | 加碼 |
| Vulcan Value Partners, LLC | 984,443 | $1.42 億 | 1.79% | −865,043−46.8% | 減碼 |
| KBC Group NV | 977,437 | $1.41 億 | 0.58% | +114,167+13.2% | 加碼 |
| Prudential Financial Inc | 971,872 | $1.40 億 | 0.20% | +187,983+24.0% | 加碼 |
| Janus Henderson Group PLC | 961,101 | $1.39 億 | 0.09% | +68,127+7.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 949,957 | $1.37 億 | 0.30% | −47,180−4.7% | 減碼 |
| Royal London Asset Management Ltd | 942,020 | $1.36 億 | 0.44% | +189,056+25.1% | 加碼 |
| Abrams Bison Investments, LLC | 924,000 | $1.34 億 | 13.39% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 918,364 | $1.33 億 | 0.06% | −1,956,489−68.1% | 減碼 |
| State of Wisconsin Investment Board | 904,675 | $1.31 億 | 0.37% | −21,449−2.3% | 減碼 |
| New York State Teachers Retirement System | 885,355 | $1.28 億 | 0.29% | −47,619−5.1% | 減碼 |
| ProShare Advisors LLC | 880,369 | $1.27 億 | 0.37% | −35,698−3.9% | 減碼 |
| Los Angeles Capital Management LLC | 872,618 | $1.26 億 | 0.51% | +48,446+5.9% | 加碼 |
| APG Asset Management N.V. | 942,981 | $1.25 億 | 0.25% | −20,279−2.1% | 減碼 |
| TD Asset Management Inc | 864,013 | $1.25 億 | 0.14% | −66,301−7.1% | 減碼 |
| Victory Capital Management Inc | 844,461 | $1.22 億 | 0.13% | +60,519+7.7% | 加碼 |
| Raymond James & Associates | 842,701 | $1.22 億 | 0.10% | −31,736−3.6% | 減碼 |