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 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 +$138.1 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 | 3,520 | $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 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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 25,657 | $370.8 萬 | 0.15% | +13,186+105.7% | 加碼 |
| Private Advisor Group, LLC | 25,336 | $370.9 萬 | 0.03% | −76−0.3% | 減碼 |
| Harvest Volatility Management LLC | 25,856 | $373.7 萬 | 0.75% | −4,481−14.8% | 減碼 |
| KCS Wealth Advisory | 26,387 | $381.4 萬 | 1.32% | −278−1.0% | 減碼 |
| Koshinski Asset Management, Inc. | 26,524 | $383.4 萬 | 0.41% | −18,380−40.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 26,658 | $385.3 萬 | 0.10% | +158+0.6% | 加碼 |
| Fragasso Group Inc. | 26,714 | $386.1 萬 | 0.41% | +21,511+413.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 26,745 | $386.6 萬 | 0.18% | −1,545−5.5% | 減碼 |
| Colonial Trust Co | 26,831 | $387.8 萬 | 0.93% | −80−0.3% | 減碼 |
| Bailard, Inc. | 26,930 | $389.2 萬 | 0.14% | +796+3.0% | 加碼 |
| ExodusPoint Capital Management, LP | 26,996 | $390.2 萬 | 0.05% | −115,531−81.1% | 減碼 |
| Woodstock Corp | 27,111 | $391.9 萬 | 0.46% | +855+3.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 27,198 | $393.1 萬 | 0.87% | −28−0.1% | 減碼 |
| Pflug Koory, LLC | 27,286 | $394.4 萬 | 2.01% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 27,290 | $394.4 萬 | 0.78% | −5,965−17.9% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 27,350 | $395.3 萬 | 2.51% | −400−1.4% | 減碼 |
| Midwest Professional Planners, LTD. | 27,368 | $395.6 萬 | 1.73% | +1,406+5.4% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 27,446 | $396.7 萬 | 0.19% | −3,049−10.0% | 減碼 |
| Cullen Capital Management LLC | 27,449 | $396.7 萬 | 0.04% | −1,689−5.8% | 減碼 |
| Calamos Wealth Management LLC | 27,573 | $398.5 萬 | 0.29% | −2,424−8.1% | 減碼 |
| AIA Group Ltd | 27,757 | $401.2 萬 | 0.19% | +11,396+69.7% | 加碼 |
| Legacy CG, LLC | 27,772 | $401.4 萬 | 1.97% | +275+1.0% | 加碼 |
| Massmutual Trust Co FSB | 27,892 | $403.2 萬 | 0.14% | +290+1.1% | 加碼 |
| Empirical Finance, LLC | 27,923 | $403.6 萬 | 0.31% | +2,664+10.5% | 加碼 |
| Glenview Trust Co | 27,950 | $404.0 萬 | 0.11% | −238−0.8% | 減碼 |
| Sepio Capital, LP | 27,917 | $405.6 萬 | 0.33% | +1,124+4.2% | 加碼 |
| Advisory Services Network, LLC | 28,128 | $406.6 萬 | 0.11% | −5,686−16.8% | 減碼 |
| Americana Partners, LLC | 28,264 | $408.5 萬 | 0.53% | −413−1.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 28,380 | $410.2 萬 | 0.15% | +130.0% | 加碼 |
| Wetherby Asset Management Inc | 28,456 | $411.3 萬 | 0.22% | −506−1.7% | 減碼 |
| Advisors Asset Management, Inc. | 28,520 | $412.2 萬 | 0.08% | +7,902+38.3% | 加碼 |
| Clearstead Advisors, LLC | 28,610 | $413.5 萬 | 0.25% | +3,465+13.8% | 加碼 |
| MainStreet Investment Advisors LLC | 28,701 | $414.8 萬 | 0.45% | −154−0.5% | 減碼 |
| Unison Asset Management LLC | 28,772 | $415.9 萬 | 2.77% | +2,099+7.9% | 加碼 |
| TD Private Client Wealth LLC | 29,070 | $420.2 萬 | 0.18% | −2,420−7.7% | 減碼 |
| Rench Wealth Management, Inc. | 29,167 | $421.6 萬 | 1.85% | +684+2.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 29,191 | $421.9 萬 | 0.21% | +7,080+32.0% | 加碼 |
| Family Legacy, Inc. | 29,206 | $422.1 萬 | 1.70% | −133−0.5% | 減碼 |
| Cubic Asset Management, LLC | 29,267 | $423.0 萬 | 1.14% | −1,875−6.0% | 減碼 |
| Peloton Wealth Strategists | 29,320 | $423.8 萬 | 1.88% | −210−0.7% | 減碼 |
| FORA Capital, LLC | 29,444 | $425.6 萬 | 0.60% | +29,444 | 新進 |
| Argonautica Private Wealth Management, Inc | 29,543 | $427.0 萬 | 1.92% | +2,664+9.9% | 加碼 |
| Silver Lake Advisory, LLC | 29,563 | $427.3 萬 | 2.28% | −256−0.9% | 減碼 |
| Regions Financial Corp | 29,624 | $428.2 萬 | 0.04% | −1,995−6.3% | 減碼 |
| Sawtooth Solutions, LLC | 29,838 | $431.3 萬 | 0.12% | −1,250−4.0% | 減碼 |
| Bleakley Financial Group, LLC | 29,916 | $432.4 萬 | 0.13% | −1,114−3.6% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 30,000 | $433.6 萬 | 0.09% | +30,000 | 新進 |
| Ascension Asset Management LLC | 30,086 | $434.9 萬 | 2.66% | +30,086 | 新進 |
| Metis Global Partners, LLC | 30,242 | $437.1 萬 | 0.24% | −2,191−6.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,338 | $438.5 萬 | 0.33% | +339+1.1% | 加碼 |
| 1832 Asset Management L.P. | 30,370 | $439.0 萬 | 0.01% | −52,721−63.4% | 減碼 |
| Cambridge Trust Co | 30,962 | $447.5 萬 | 0.20% | +80.0% | 加碼 |
| Eagle Asset Management Inc | 31,147 | $450.2 萬 | 0.03% | −17,606−36.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 31,200 | $451.0 萬 | 0.65% | 00.0% | 不變 |
| CWM, LLC | 31,254 | $451.7 萬 | 0.03% | +2,416+8.4% | 加碼 |
| Bonness Enterprises Inc | 31,300 | $452.4 萬 | 2.04% | 00.0% | 不變 |
| Unigestion Holding SA | 31,455 | $453.7 萬 | 0.26% | −4,801−13.2% | 減碼 |
| Level Four Advisory Services, LLC | 31,739 | $458.8 萬 | 0.28% | +487+1.6% | 加碼 |
| D L Carlson Investment Group Inc | 32,149 | $464.7 萬 | 0.89% | +3,732+13.1% | 加碼 |
| Montag A & Associates Inc | 32,465 | $469.2 萬 | 0.29% | +596+1.9% | 加碼 |
| Balyasny Asset Management LLC | 33,189 | $479.7 萬 | 0.01% | −233,878−87.6% | 減碼 |
| Trustco Bank Corp N Y | 33,255 | $480.7 萬 | 5.17% | −2,035−5.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 33,339 | $481.9 萬 | 0.50% | +19,325+137.9% | 加碼 |
| Red Spruce Capital, LLC | 33,401 | $482.8 萬 | 2.60% | −3,887−10.4% | 減碼 |
| Bank Ozk | 33,440 | $483.3 萬 | 2.30% | −4,917−12.8% | 減碼 |
| Efg Capital International Corp. | 33,608 | $485.8 萬 | 1.12% | +33,608 | 新進 |
| EFG Asset Management (Americas) Corp. | 33,608 | $485.8 萬 | 1.12% | +33,608 | 新進 |
| Evergreen Capital Management LLC | 33,688 | $486.9 萬 | 0.20% | +983+3.0% | 加碼 |
| Kelly Lawrence W & Associates Inc | 35,868 | $496.8 萬 | 1.28% | −2,594−6.7% | 減碼 |
| Hohimer Wealth Management, LLC | 34,725 | $501.9 萬 | 1.39% | −1,291−3.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 34,732 | $502.0 萬 | 0.07% | −12,732−26.8% | 減碼 |
| Bessemer Group Inc | 34,743 | $502.1 萬 | 0.01% | +4,394+14.5% | 加碼 |
| Leelyn Smith, LLC | 34,794 | $502.9 萬 | 1.21% | +87+0.3% | 加碼 |
| First American Bank | 35,046 | $506.6 萬 | 0.44% | +2,071+6.3% | 加碼 |
| Petredis Investment Advisors LLC | 35,175 | $508.4 萬 | 0.70% | −120.0% | 減碼 |
| Aureus Asset Management, LLC | 35,203 | $508.8 萬 | 0.38% | −532−1.5% | 減碼 |
| Ingalls & Snyder LLC | 35,410 | $511.8 萬 | 0.25% | −150−0.4% | 減碼 |
| Penserra Capital Management LLC | 35,581 | $514.1 萬 | 0.10% | −21,715−37.9% | 減碼 |
| Citizens National Bank Trust Department | 35,613 | $514.8 萬 | 1.36% | +420+1.2% | 加碼 |
| United Capital Management of KS, Inc. | 35,738 | $516.6 萬 | 1.65% | +616+1.8% | 加碼 |
| Jefferies Financial Group Inc. | 35,850 | $518.2 萬 | 0.11% | −29,100−44.8% | 減碼 |
| Hartford Financial Management Inc. | 35,976 | $520.0 萬 | 1.29% | −3,486−8.8% | 減碼 |
| Marco Investment Management LLC | 36,012 | $520.5 萬 | 0.56% | +90.0% | 加碼 |
| Jag Capital Management, LLC | 36,052 | $521.1 萬 | 0.60% | +605+1.7% | 加碼 |
| Carret Asset Management, LLC | 36,097 | $521.7 萬 | 0.69% | −209−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 36,269 | $524.2 萬 | 0.09% | +5,156+16.6% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 36,500 | $527.6 萬 | 2.44% | −13,500−27.0% | 減碼 |
| Exchange Traded Concepts, LLC | 36,684 | $530.2 萬 | 0.13% | +1,521+4.3% | 加碼 |
| Great Lakes Advisors, LLC | 36,803 | $532.0 萬 | 0.05% | +5,361+17.1% | 加碼 |
| Metropolitan Life Insurance Co | 36,829 | $532.3 萬 | 0.26% | −879−2.3% | 減碼 |
| Pacifica Partners Inc. | 37,621 | $535.2 萬 | 3.03% | +7,153+23.5% | 加碼 |
| Hall Laurie J Trustee | 37,178 | $537.3 萬 | 2.13% | −350−0.9% | 減碼 |
| Perpetual Ltd | 37,234 | $538.2 萬 | 0.05% | −11,985−24.4% | 減碼 |
| Conning Inc. | 37,263 | $538.6 萬 | 0.18% | −8,086−17.8% | 減碼 |
| Atria Investments LLC | 37,371 | $539.9 萬 | 0.10% | −1,668−4.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,467 | $541.6 萬 | 0.22% | +28,065+298.5% | 加碼 |
| Naples Global Advisors, LLC | 37,781 | $546.1 萬 | 0.64% | −973−2.5% | 減碼 |
| Park Avenue Securities LLC | 38,182 | $551.9 萬 | 0.09% | +1,496+4.1% | 加碼 |
| Wellington Management Group LLP | 38,217 | $552.4 萬 | 0.00% | +16,987+80.0% | 加碼 |
| Flossbach Von Storch AG | 38,416 | $555.3 萬 | 0.02% | +38,416 | 新進 |