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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 38,455 | $555.8 萬 | 2.46% | +1,322+3.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 38,570 | $557.5 萬 | 0.09% | −32−0.1% | 減碼 |
| Siemens Fonds Invest GmbH | 38,979 | $560.6 萬 | 0.55% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 38,845 | $561.5 萬 | 0.67% | +38,845 | 新進 |
| E. Ohman J:or Asset Management AB | 38,932 | $562.7 萬 | 0.20% | +900+2.4% | 加碼 |
| First Community Trust NA | 38,978 | $563.4 萬 | 6.30% | −70.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 39,133 | $565.6 萬 | 0.43% | +28,554+269.9% | 加碼 |
| Greenleaf Trust | 39,660 | $573.2 萬 | 0.06% | −563−1.4% | 減碼 |
| Toroso Investments, LLC | 39,692 | $573.7 萬 | 0.17% | +3,234+8.9% | 加碼 |
| Horizon Investment Services, LLC | 39,836 | $575.8 萬 | 3.52% | −74−0.2% | 減碼 |
| DuPont Capital Management Corp | 39,837 | $575.8 萬 | 0.28% | −82−0.2% | 減碼 |
| GAM Holding AG | 39,976 | $577.8 萬 | 0.40% | −51−0.1% | 減碼 |
| Pathstone Family Office, LLC | 39,477 | $579.0 萬 | 0.08% | −273−0.7% | 減碼 |
| Banque Cantonale Vaudoise | 40,433 | $584.4 萬 | 0.27% | −10,304−20.3% | 減碼 |
| New Mexico Educational Retirement Board | 40,986 | $592.4 萬 | 0.26% | +1,200+3.0% | 加碼 |
| EP Wealth Advisors, LLC | 35,788 | $594.6 萬 | 0.09% | 00.0% | 不變 |
| Bogart Wealth, LLC | 41,512 | $600.0 萬 | 0.38% | +10,265+32.9% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,754 | $603.5 萬 | 5.16% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 42,000 | $607.1 萬 | 1.54% | +3,300+8.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 42,072 | $608.1 萬 | 0.09% | +1,587+3.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 42,107 | $608.6 萬 | 0.67% | +4,355+11.5% | 加碼 |
| Veritable, L.P. | 42,131 | $609.0 萬 | 0.10% | −3,672−8.0% | 減碼 |
| GWM Advisors LLC | 42,440 | $613.4 萬 | 0.07% | +1,186+2.9% | 加碼 |
| American National Bank | 42,570 | $615.3 萬 | 1.04% | +1,287+3.1% | 加碼 |
| Ascent Wealth Partners, LLC | 44,368 | $620.3 萬 | 1.09% | +2,965+7.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 42,975 | $621.2 萬 | 0.09% | +1,117+2.7% | 加碼 |
| Azzad Asset Management Inc | 43,222 | $624.7 萬 | 0.84% | −316−0.7% | 減碼 |
| Plimoth Trust Co LLC | 44,025 | $636.3 萬 | 1.90% | −325−0.7% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 43,862 | $638.1 萬 | 0.31% | +43,862 | 新進 |
| Freestone Capital Holdings, LLC | 44,257 | $639.7 萬 | 0.26% | −420−0.9% | 減碼 |
| Connectus Wealth, LLC | 44,345 | $641.0 萬 | 0.15% | +9,923+28.8% | 加碼 |
| Taylor Hoffman Wealth Management | 44,357 | $641.1 萬 | 3.20% | −621−1.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,414 | $641.8 萬 | 0.67% | −4,400−9.0% | 減碼 |
| Palmer Knight Co | 44,455 | $642.6 萬 | 3.86% | +1,222+2.8% | 加碼 |
| Beech Hill Advisors, Inc. | 44,489 | $643.1 萬 | 3.13% | −4,489−9.2% | 減碼 |
| Kestra Advisory Services, LLC | 44,877 | $648.7 萬 | 0.06% | +974+2.2% | 加碼 |
| Avitas Wealth Management LLC | 45,377 | $655.9 萬 | 1.19% | +187+0.4% | 加碼 |
| Kinneret Advisory, LLC | 45,503 | $657.7 萬 | 0.78% | 00.0% | 不變 |
| Meritage Portfolio Management | 45,545 | $658.3 萬 | 0.47% | +45,545 | 新進 |
| Smithbridge Asset Management Inc | 45,570 | $658.7 萬 | 1.54% | −63−0.1% | 減碼 |
| Ninety One UK Ltd | 45,650 | $659.8 萬 | 0.02% | −214−0.5% | 減碼 |
| Symmetry Investments LP | 45,868 | $663.0 萬 | 1.91% | +45,868 | 新進 |
| Advisor Partners II, LLC | 45,935 | $663.8 萬 | 0.31% | +2,690+6.2% | 加碼 |
| Guinness Atkinson Asset Management Inc | 46,092 | $666.2 萬 | 3.53% | −1,013−2.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 46,361 | $670.1 萬 | 0.07% | −2,753−5.6% | 減碼 |
| Jessup Wealth Management, Inc | 46,574 | $673.2 萬 | 3.60% | +43,765+1,558.0% | 加碼 |
| Choate Investment Advisors | 46,900 | $677.9 萬 | 0.28% | +696+1.5% | 加碼 |
| Congress Wealth Management LLC | 46,901 | $677.9 萬 | 0.16% | −3,942−7.8% | 減碼 |
| L & S Advisors Inc | 48,100 | $695.2 萬 | 0.93% | +48,100 | 新進 |
| Davenport & Co LLC | 48,303 | $698.2 萬 | 0.05% | +7,167+17.4% | 加碼 |
| Northwest Bancshares, Inc. | 48,793 | $705.3 萬 | 1.28% | −1,545−3.1% | 減碼 |
| Univest Financial Corp | 48,972 | $707.8 萬 | 2.14% | −750−1.5% | 減碼 |
| Commerce Bank | 48,999 | $708.2 萬 | 0.05% | +1,945+4.1% | 加碼 |
| Flputnam Investment Management Co | 49,051 | $709.0 萬 | 0.19% | +22,449+84.4% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 49,500 | $715.5 萬 | 0.17% | −79,500−61.6% | 減碼 |
| FourThought Financial Partners, LLC | 49,502 | $715.5 萬 | 0.94% | −367−0.7% | 減碼 |
| Signet Financial Management, LLC | 49,583 | $716.7 萬 | 1.13% | −114−0.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 49,954 | $722.0 萬 | 0.10% | +4,881+10.8% | 加碼 |
| Antipodes Partners Ltd | 50,620 | $731.6 萬 | 0.25% | −24,226−32.4% | 減碼 |
| Tiaa, FSB | 50,715 | $733.0 萬 | 0.03% | −1,418−2.7% | 減碼 |
| First Citizens Bank & Trust Co | 50,871 | $735.3 萬 | 0.14% | +9,747+23.7% | 加碼 |
| KCM Investment Advisors LLC | 51,368 | $742.5 萬 | 0.30% | −4,433−7.9% | 減碼 |
| Compass Wealth Management LLC | 51,496 | $744.3 萬 | 2.25% | −295−0.6% | 減碼 |
| TownSquare Capital, LLC | 51,735 | $747.8 萬 | 0.14% | −5,602−9.8% | 減碼 |
| WoodTrust Financial Corp | 52,071 | $752.6 萬 | 1.39% | −1,353−2.5% | 減碼 |
| Sycomore Asset Management | 52,402 | $754.7 萬 | 1.76% | +22,737+76.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 52,567 | $759.8 萬 | 0.28% | +8,250+18.6% | 加碼 |
| Summit Street Capital Management, LLC | 52,581 | $760.0 萬 | 3.58% | +8,554+19.4% | 加碼 |
| Blume Capital Management, Inc. | 52,837 | $763.7 萬 | 2.25% | −4,202−7.4% | 減碼 |
| Burney Co | 52,884 | $764.4 萬 | 0.35% | +1,881+3.7% | 加碼 |
| Greenwich Wealth Management LLC | 53,219 | $769.2 萬 | 0.81% | −47−0.1% | 減碼 |
| Brinker Capital Investments, LLC | 54,014 | $780.7 萬 | 0.08% | +14,251+35.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 54,014 | $780.7 萬 | 0.08% | +14,251+35.8% | 加碼 |
| Pallas Capital Advisors LLC | 54,055 | $786.5 萬 | 0.36% | −18,685−25.7% | 減碼 |
| SFMG, LLC | 54,683 | $790.4 萬 | 0.81% | +188+0.3% | 加碼 |
| Federated Hermes, Inc. | 54,687 | $790.4 萬 | 0.02% | +1,191+2.2% | 加碼 |
| Colonial Trust Advisors | 54,922 | $793.8 萬 | 0.88% | +1,472+2.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 55,477 | $801.9 萬 | 0.01% | +46,213+498.8% | 加碼 |
| Brown Advisory Inc | 56,069 | $810.4 萬 | 0.01% | +12,059+27.4% | 加碼 |
| William Allan, LLC | 56,120 | $811.2 萬 | 6.21% | −860−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 56,268 | $813.3 萬 | 0.14% | −867−1.5% | 減碼 |
| Sandler Capital Management | 56,413 | $815.4 萬 | 1.00% | +1,734+3.2% | 加碼 |
| Cresset Asset Management, LLC | 56,424 | $815.5 萬 | 0.06% | +37,693+201.2% | 加碼 |
| Cornerstone Advisors, LLC | 56,600 | $818.1 萬 | 0.39% | −2,400−4.1% | 減碼 |
| Marshall Wace, LLP | 56,600 | $818.1 萬 | 0.02% | +9,278+19.6% | 加碼 |
| Synovus Financial Corp | 57,513 | $831.3 萬 | 0.09% | −559−1.0% | 減碼 |
| Larson Financial Group LLC | 57,556 | $831.9 萬 | 0.83% | −150.0% | 減碼 |
| Chiron Investment Management, LLC | 57,682 | $833.7 萬 | 2.34% | −118,634−67.3% | 減碼 |
| Oppenheimer & Co Inc | 58,243 | $841.8 萬 | 0.17% | −6,865−10.5% | 減碼 |
| 3G Capital Partners LP | 58,500 | $845.6 萬 | 8.54% | +58,500 | 新進 |
| Westpac Banking Corp | 58,560 | $846.4 萬 | 0.60% | −93,614−61.5% | 減碼 |
| Cinctive Capital Management LP | 59,038 | $853.3 萬 | 0.33% | +27,006+84.3% | 加碼 |
| F&V Capital Management, LLC | 60,011 | $867.4 萬 | 2.80% | +3,945+7.0% | 加碼 |
| Glassy Mountain Advisors, Inc. | 60,113 | $868.9 萬 | 3.87% | +60,113 | 新進 |
| Hartford Investment Management Co | 60,622 | $876.2 萬 | 0.33% | −11,670−16.1% | 減碼 |
| General American Investors Co Inc | 61,652 | $891.1 萬 | 0.78% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 62,000 | $896.1 萬 | 0.11% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 62,033 | $896.6 萬 | 0.16% | −2,269−3.5% | 減碼 |
| National Asset Management, Inc. | 62,368 | $901.5 萬 | 0.20% | +49,245+375.3% | 加碼 |
| LVM Capital Management Ltd | 62,680 | $906.0 萬 | 1.21% | −815−1.3% | 減碼 |