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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 2 季與 2023 年第 1 季比較

持有 Applied Materials Inc 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

AMAT 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,761141,830+83
股數6.74 億12.8 萬6.68 億−497.8 萬 (−0.7%)
市值$825.3 億$1,571 萬$963.2 億+$138.1 億 (+16.7%)

14 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（189 家）

2023 年第 2 季季末持有 Applied Materials Inc、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 189 家。

2023 年第 2 季新進 AMAT 的機構
機構股數市值佔組合 %
Woodline Partners LP571,167$8,256 萬0.98%
Capital Fund Management S.A.479,825$6,935 萬1.09%
UniSuper Management Pty Ltd423,946$6,128 萬0.70%
Healthcare of Ontario Pension Plan Trust Fund400,000$5,782 萬0.26%
Munro Partners329,895$4,768 萬2.20%
iA Global Asset Management Inc.205,321$2,968 萬0.79%
Natixis126,356$1,826 萬0.16%
Twin Tree Management, LP108,405$1,567 萬0.32%
Foundry Partners, LLC100,077$1,447 萬0.89%
Janney Montgomery Scott LLC98,487$1,424 萬0.05%
MML Investors Services, LLC93,431$1,350 萬0.07%
Cumberland Partners Ltd87,945$1,271 萬1.17%
Carmignac Gestion73,133$1,057 萬0.18%
Noked Israel Ltd62,900$909.2 萬3.11%
Glassy Mountain Advisors, Inc.60,113$868.9 萬3.87%
3G Capital Partners LP58,500$845.6 萬8.54%
L & S Advisors Inc48,100$695.2 萬0.93%
Symmetry Investments LP45,868$663.0 萬1.91%
Meritage Portfolio Management45,545$658.3 萬0.47%
Quintet Private Bank (Europe) S.A.43,862$638.1 萬0.31%
Hilton Capital Management, LLC38,845$561.5 萬0.67%
Flossbach Von Storch AG38,416$555.3 萬0.02%
Efg Capital International Corp.33,608$485.8 萬1.12%
EFG Asset Management (Americas) Corp.33,608$485.8 萬1.12%
Ascension Asset Management LLC30,086$434.9 萬2.66%
Weiss Multi-Strategy Advisers LLC30,000$433.6 萬0.09%
FORA Capital, LLC29,444$425.6 萬0.60%
EA Series Trust23,963$346.4 萬0.12%
St Germain D J Co Inc21,811$315.3 萬0.17%
Perennial Advisors, LLC21,039$304.1 萬0.78%
Elevatus Welath Management20,990$303.4 萬2.11%
CoreCap Advisors, LLC19,957$288.5 萬0.21%
Shoker Investment Counsel, Inc.18,241$263.7 萬1.10%
Neo Ivy Capital Management17,889$258.6 萬1.36%
Odey Asset Management LLP16,859$243.7 萬0.90%
Turim 21 Investimentos Ltda.16,368$236.6 萬1.20%
Algert Global LLC14,253$206.0 萬0.09%
Kiwi Wealth Investments Limited Partnership14,002$202.4 萬0.13%
Virtus Family Office LLC12,794$184.9 萬3.43%
Fortune Financial Advisors, LLC12,254$177.1 萬1.33%
Barometer Capital Management Inc.11,760$170.0 萬0.45%
Invesco, LLC11,054$159.8 萬0.79%
Delphi Management Inc9,753$141.0 萬1.49%
Daymark Wealth Partners, LLC9,588$138.6 萬0.10%
Alpha DNA Investment Management LLC9,293$134.3 萬0.76%
Donoghue Forlines LLC9,059$130.9 萬0.41%
Maven Securities LTD8,338$120.5 萬0.17%
Modera Wealth Management, LLC8,002$115.7 萬0.02%
Portside Wealth Group, LLC7,829$113.2 萬0.21%
Lifeworks Advisors, LLC7,671$110.9 萬0.47%
Mach-1 Financial Group, Inc.7,424$107.3 萬0.43%
Chase Investment Counsel Corp6,937$100.2 萬0.51%
Virtus ETF Advisers LLC6,759$97.7 萬0.58%
CastleKnight Management LP6,100$88.2 萬0.18%
LGT Fund Management Co Ltd.6,000$86.7 萬0.40%
Edentree Asset Management Ltd6,000$86.7 萬0.30%
Genus Capital Management Inc.5,543$80.1 萬0.12%
Abner Herrman & Brock LLC5,317$76.9 萬0.11%
Sciencast Management LP5,130$72.3 萬0.59%
Black Swift Group, LLC5,000$72.3 萬0.25%
Nwam LLC4,921$71.1 萬0.06%
Fortem Financial Group, LLC4,889$70.7 萬0.42%
Connective Portfolio Management, LLC4,500$65.5 萬1.62%
Symmetry Peak Management LLC4,500$65.0 萬1.37%
Union Savings Bank4,203$63.7 萬0.38%
Probity Advisors, Inc.4,331$62.6 萬0.14%
Kingswood Wealth Advisors, LLC4,267$61.7 萬0.20%
InterOcean Capital Group, LLC4,072$58.9 萬0.02%
Hilltop Holdings Inc.3,981$57.5 萬0.07%
Blueshift Asset Management, LLC3,867$55.9 萬0.21%
Asahi Life Asset Management Co., Ltd.3,840$55.5 萬0.18%
Angeles Investment Advisors, LLC3,839$55.5 萬0.05%
Campbell & CO Investment Adviser LLC3,533$51.1 萬0.09%
Driehaus Capital Management LLC3,373$48.8 萬0.01%
Vanguard Capital Wealth Advisors3,250$47.0 萬0.43%
Advisory Research Inc2,942$42.5 萬0.05%
Impact Partnership Wealth, LLC2,827$40.9 萬0.14%
SkyView Investment Advisors, LLC2,814$40.7 萬0.10%
Plan Group Financial, LLC2,793$40.4 萬0.34%
Opes Wealth Management LLC2,690$38.9 萬0.11%
Fluent Financial, LLC2,605$37.7 萬0.24%
Seven Mile Advisory2,577$37.2 萬0.43%
Balboa Wealth Partners2,574$37.2 萬0.13%
Oasis Management Co Ltd.2,500$36.1 萬0.13%
Zhang Financial LLC2,387$34.5 萬0.04%
Shepherd Financial Partners LLC2,355$34.0 萬0.05%
Joel Isaacson & Co., LLC2,334$33.7 萬0.02%
Waterloo Capital, L.P.2,253$32.6 萬0.10%
Heartwood Wealth Advisors LLC2,248$32.5 萬0.05%
Worth Financial Advisory Group, LLC2,221$32.1 萬0.30%
WSFS Capital Management, LLC2,199$31.8 萬0.03%
Autumn Glory Partners, LLC2,165$31.3 萬0.23%
Center For Asset Management LLC2,160$31.2 萬0.29%
Nemes Rush Group LLC2,098$30.3 萬0.05%
Lakeview Capital Partners, LLC2,051$29.6 萬0.06%
T. Rowe Price Investment Management, Inc.2,044$29.6 萬0.00%
ARS Wealth Advisors Group, LLC2,031$29.4 萬0.05%
Highland Capital Management, LLC1,929$27.9 萬0.02%
BKD Wealth Advisors, LLC1,924$27.8 萬0.01%
Founders Financial Alliance, LLC1,922$27.8 萬0.11%

清倉機構（106 家）

2023 年第 1 季季末持有 Applied Materials Inc、2023 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 106 家。

2023 年第 2 季清倉 AMAT 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Capital Research Global Investors7,419,646$9.11 億
Theleme Partners LLP624,000$7,665 萬
Tiger Global Management LLC大師老虎環球419,500$5,153 萬
Twinbeech Capital LP302,063$3,710 萬
First Republic Investment Management, Inc.245,822$3,019 萬
Walleye Capital LLC213,711$2,625 萬
Keystone Investors Pte Ltd183,171$2,250 萬
Sanders Capital, LLC163,642$2,010 萬
HRT Financial LP143,378$1,761 萬
Aquatic Capital Management LLC92,900$1,141 萬
Harvard Management Co Inc88,443$1,086 萬
Fullerton Fund Management Co Ltd.87,121$1,070 萬
Waverton Investment Management Ltd83,298$1,023 萬
Zimmer Partners, LP70,000$859.8 萬
Maytus Capital Management, LLC50,000$614.1 萬
WS Portfolio Advisory, LLC39,803$488.9 萬
Pearl River Capital, LLC34,675$425.9 萬
Mizuho Markets Americas LLC32,350$397.4 萬
Greenland Capital Management LP30,913$379.7 萬
Phoenix Holdings Ltd.23,084$281.8 萬
Ally Financial Inc.21,000$257.9 萬
Albar Capital Ltd20,915$256.9 萬
Quadrature Capital Ltd20,753$255.0 萬
Zweig-DiMenna Associates LLC20,500$251.8 萬
MYDA Advisors LLC20,000$245.7 萬
Alight Capital Management LP20,000$245.7 萬
Raine Capital LLC15,000$184.2 萬
Dynamic Technology Lab Private Ltd14,920$183.3 萬
Y-Intercept (Hong Kong) Ltd12,299$151.1 萬
Optimas Capital Ltd11,700$143.7 萬
Cipher Capital LP11,186$137.4 萬
Aigen Investment Management, LP8,851$108.7 萬
CenterBook Partners LP8,208$100.8 萬
Oak Thistle LLC7,344$90.2 萬
AlphaStar Capital Management, LLC7,214$88.6 萬
Rational Advisors LLC7,142$87.7 萬
DoubleLine ETF Adviser LP6,343$77.9 萬
Qsemble Capital Management, LP5,300$65.1 萬
Kingfisher Capital LLC5,206$63.9 萬
Paragon Capital Management Ltd5,123$62.9 萬
Dymon Asia Capital (Singapore) Pte. Ltd.5,000$61.4 萬
Atom Investors LP4,956$60.9 萬
Diametric Capital, LP4,901$60.2 萬
Journey Strategic Wealth LLC4,824$59.3 萬
Bridgefront Capital, LLC4,399$54.0 萬
Caas Capital Management LP4,344$53.4 萬
Eschler Asset Management LLP3,836$47.1 萬
ZWJ Investment Counsel Inc3,693$45.4 萬
Prelude Capital Management, LLC3,665$45.0 萬
Point72 Asset Management, L.P.3,655$44.9 萬
Boothbay Fund Management, LLC3,510$43.1 萬
Westshore Wealth, LLC3,236$39.7 萬
Sowell Financial Services LLC3,222$39.6 萬
Cornell Pochily Investment Advisors, Inc.2,995$36.8 萬
Duality Advisers, LP2,948$36.2 萬
LRT Capital Management, LLC2,872$35.3 萬
Financial Advisory Corp2,807$34.5 萬
World Equity Group, Inc.2,088$34.4 萬
Colonial River Wealth Management, LLC2,547$31.3 萬
Trust Investment Advisors2,473$30.4 萬
Wolff Financial Management LLC2,470$30.3 萬
Columbus Macro, LLC2,563$29.9 萬
Samalin Investment Counsel, LLC2,224$27.3 萬
Landscape Capital Management, L.L.C.2,203$27.1 萬
Gamco Investors, Inc. Et Al2,115$26.0 萬
M&G Investment Management Ltd2,052$25.2 萬
IPG Investment Advisors LLC1,977$24.3 萬
Keebeck Alpha, LP1,969$24.2 萬
Oversea-Chinese Banking CORP Ltd1,978$24.2 萬
BCK Partners, Inc.1,938$23.8 萬
Bridgewater Associates, LP1,889$23.2 萬
Claudia M.P. Batlle, CRP (R) LLC1,786$21.9 萬
Kerrisdale Advisers, LLC1,786$21.9 萬
Polaris Wealth Advisory Group, LLC1,763$21.7 萬
Halbert Hargrove Global Advisors, LLC1,744$21.4 萬
Compton Capital Management Inc1,730$21.2 萬
Echo Street Capital Management LLC1,711$21.0 萬
New England Research & Management, Inc.1,700$20.9 萬
ISAM Funds (UK) Ltd1,666$20.5 萬
Edgestream Partners, L.P.1,659$20.4 萬
Trinity Legacy Partners, LLC1,656$20.3 萬
Slow Capital, Inc.1,278$15.7 萬
Edge Capital Group, LLC1,129$13.9 萬
TCI Wealth Advisors, Inc.1,059$13.0 萬
Ameliora Wealth Management Ltd.996$12.2 萬
Compagnie Lombard Odier SCmA968$11.9 萬
Hills Bank & Trust Co866$10.6 萬
Old North State Trust, LLC658$8.10 萬
Syverson Strege & Co402$4.94 萬
Exos TFP Holdings LLC355$4.36 萬
Clean Yield Group326$4.00 萬
GoalVest Advisory LLC212$2.60 萬
Accel Wealth Management184$2.26 萬
Schubert & Co184$2.26 萬
Fortis Capital Advisors, LLC174$2.14 萬
Alapocas Investment Partners, Inc.155$1.90 萬
Distillate Capital Partners LLC115$1.41 萬
Washington Trust Advisors, Inc.69$8,476
Okabena Investment Services Inc40$3,186
Arcadia Investment Advisors LLC20$2,457

尚未申報 2023 年第 2 季的機構（14 家）

2023 年第 1 季季末持有 Applied Materials Inc、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 AMAT、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Hitchwood Capital Management LP70,000$859.8 萬
Tru Independence Asset Management 2, LLC20,311$249.5 萬
Parsec Financial Management, Inc.7,085$87.0 萬
Avalon Investment & Advisory6,727$82.6 萬
ETF Managers Group, LLC5,505$67.6 萬
Stonnington Group, LLC3,307$37.5 萬
Ibex Wealth Advisors3,047$37.4 萬
Security Asset Management2,959$36.3 萬
Householder Group Estate & Retirement Specialist, LLC2,508$30.8 萬
Old Port Advisors2,615$30.4 萬
Fidelity D & D Bancorp Inc1,135$23.4 萬
LeJeune Puetz Investment Counsel LLC1,725$21.2 萬
Pathway Financial Advisers, LLC623$7.67 萬
Baldrige Asset Management LLC11$1,000