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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 555,090 | $8,023 萬 | 1.28% | +553,337+31,565.1% | 加碼 |
| Brandes Investment Partners, LP | 570,589 | $8,247 萬 | 1.66% | −26,874−4.5% | 減碼 |
| Woodline Partners LP | 571,167 | $8,256 萬 | 0.98% | +571,167 | 新進 |
| Employees Provident Fund Board | 580,151 | $8,386 萬 | 1.99% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 583,472 | $8,434 萬 | 0.87% | −51,801−8.2% | 減碼 |
| Argent Capital Management LLC | 588,790 | $8,510 萬 | 2.76% | −6,265−1.1% | 減碼 |
| Rockefeller Capital Management L.P. | 603,044 | $8,714 萬 | 0.34% | −124,699−17.1% | 減碼 |
| Epoch Investment Partners, Inc. | 603,585 | $8,724 萬 | 0.50% | −42,272−6.5% | 減碼 |
| XN LP | 609,462 | $8,809 萬 | 8.44% | +34,543+6.0% | 加碼 |
| Abn Amro Investment Solutions | 630,814 | $9,118 萬 | 1.82% | −2,615−0.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 640,549 | $9,258 萬 | 0.05% | +11,335+1.8% | 加碼 |
| Nomura Asset Management Co Ltd | 641,747 | $9,276 萬 | 0.43% | +70,444+12.3% | 加碼 |
| Bristol Gate Capital Partners Inc. | 658,369 | $9,516 萬 | 5.00% | −120,874−15.5% | 減碼 |
| AXA S.A. | 662,164 | $9,571 萬 | 0.32% | +40,280+6.5% | 加碼 |
| Truist Financial Corp | 676,404 | $9,777 萬 | 0.16% | +51,928+8.3% | 加碼 |
| Standard Life Aberdeen plc | 680,521 | $9,836 萬 | 0.23% | +42,957+6.7% | 加碼 |
| Clark Capital Management Group, Inc. | 684,254 | $9,890 萬 | 0.88% | +19,977+3.0% | 加碼 |
| Manning & Napier Group, LLC | 699,091 | $1.01 億 | 1.15% | −11,070−1.6% | 減碼 |
| Toronto Dominion Bank | 700,640 | $1.01 億 | 0.15% | +215,292+44.4% | 加碼 |
| Lord, Abbett & Co. LLC | 723,166 | $1.05 億 | 0.36% | −1,389−0.2% | 減碼 |
| US Bancorp | 724,656 | $1.05 億 | 0.17% | −11,344−1.5% | 減碼 |
| Stifel Financial Corp | 734,204 | $1.06 億 | 0.15% | +546+0.1% | 加碼 |
| Renaissance Technologies LLC | 749,048 | $1.08 億 | 0.16% | +243,900+48.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 751,388 | $1.09 億 | 0.24% | +101,187+15.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 760,650 | $1.10 億 | 0.23% | +37,177+5.1% | 加碼 |
| Close Asset Management Ltd | 770,944 | $1.11 億 | 5.23% | +3,773+0.5% | 加碼 |
| Thrivent Financial for Lutherans | 808,394 | $1.17 億 | 0.27% | −4,499−0.6% | 減碼 |
| Panagora Asset Management Inc | 815,319 | $1.18 億 | 0.69% | +282,300+53.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 815,987 | $1.18 億 | 0.70% | −4,769−0.6% | 減碼 |
| AQR Capital Management LLC | 815,993 | $1.18 億 | 0.25% | +40,334+5.2% | 加碼 |
| Raymond James & Associates | 842,701 | $1.22 億 | 0.10% | −31,736−3.6% | 減碼 |
| Victory Capital Management Inc | 844,461 | $1.22 億 | 0.13% | +60,519+7.7% | 加碼 |
| TD Asset Management Inc | 864,013 | $1.25 億 | 0.14% | −66,301−7.1% | 減碼 |
| APG Asset Management N.V. | 942,981 | $1.25 億 | 0.25% | −20,279−2.1% | 減碼 |
| Los Angeles Capital Management LLC | 872,618 | $1.26 億 | 0.51% | +48,446+5.9% | 加碼 |
| ProShare Advisors LLC | 880,369 | $1.27 億 | 0.37% | −35,698−3.9% | 減碼 |
| New York State Teachers Retirement System | 885,355 | $1.28 億 | 0.29% | −47,619−5.1% | 減碼 |
| State of Wisconsin Investment Board | 904,675 | $1.31 億 | 0.37% | −21,449−2.3% | 減碼 |
| Envestnet Asset Management Inc | 918,364 | $1.33 億 | 0.06% | −1,956,489−68.1% | 減碼 |
| Abrams Bison Investments, LLC | 924,000 | $1.34 億 | 13.39% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 942,020 | $1.36 億 | 0.44% | +189,056+25.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 949,957 | $1.37 億 | 0.30% | −47,180−4.7% | 減碼 |
| Janus Henderson Group PLC | 961,101 | $1.39 億 | 0.09% | +68,127+7.6% | 加碼 |
| Prudential Financial Inc | 971,872 | $1.40 億 | 0.20% | +187,983+24.0% | 加碼 |
| KBC Group NV | 977,437 | $1.41 億 | 0.58% | +114,167+13.2% | 加碼 |
| Vulcan Value Partners, LLC | 984,443 | $1.42 億 | 1.79% | −865,043−46.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 989,135 | $1.43 億 | 0.38% | +34,113+3.6% | 加碼 |
| Bank of Montreal | 997,451 | $1.44 億 | 0.09% | +63,138+6.8% | 加碼 |
| Neuberger Berman Group LLC | 1,033,116 | $1.49 億 | 0.13% | +213,764+26.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,041,306 | $1.51 億 | 0.30% | −36,737−3.4% | 減碼 |
| Great West Life Assurance Co | 1,043,904 | $1.52 億 | 0.36% | −100,365−8.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,071,770 | $1.55 億 | 0.36% | +39,871+3.9% | 加碼 |
| Vontobel Holding Ltd. | 1,073,508 | $1.55 億 | 1.36% | +14,130+1.3% | 加碼 |
| Harding Loevner LP | 1,075,639 | $1.55 億 | 0.91% | −204,570−16.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,097,652 | $1.59 億 | 0.34% | −199,861−15.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,118,703 | $1.62 億 | 0.71% | +130,772+13.2% | 加碼 |
| Principal Financial Group Inc | 1,141,377 | $1.65 億 | 0.11% | −13,441−1.2% | 減碼 |
| Macquarie Group Ltd | 1,208,210 | $1.75 億 | 0.20% | −104,705−8.0% | 減碼 |
| First Trust Advisors LP | 1,274,800 | $1.84 億 | 0.21% | +155,090+13.9% | 加碼 |
| Man Group plc | 1,303,663 | $1.88 億 | 0.58% | – | – |
| California State Teachers Retirement System | 1,398,181 | $2.02 億 | 0.29% | −47,866−3.3% | 減碼 |
| Naya Capital Management UK Ltd | 1,412,918 | $2.04 億 | 21.01% | +794,922+128.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,425,244 | $2.07 億 | 0.46% | +199,517+16.3% | 加碼 |
| National Pension Service | 1,647,364 | $2.38 億 | 0.38% | +209,794+14.6% | 加碼 |
| Rhumbline Advisers | 1,671,860 | $2.42 億 | 0.27% | +13,580+0.8% | 加碼 |
| Jennison Associates LLC | 1,687,170 | $2.44 億 | 0.20% | +75,484+4.7% | 加碼 |
| Nordea Investment Management AB | 1,693,151 | $2.46 億 | 0.34% | +8,684+0.5% | 加碼 |
| Credit Suisse AG | 1,715,536 | $2.48 億 | 0.25% | −210,503−10.9% | 減碼 |
| Rafferty Asset Management, LLC | 1,740,450 | $2.52 億 | 1.42% | +215,244+14.1% | 加碼 |
| LSV Asset Management | 1,786,460 | $2.58 億 | 0.57% | −81,833−4.4% | 減碼 |
| Putnam Investments LLC | 1,817,291 | $2.63 億 | 0.39% | −372,252−17.0% | 減碼 |
| 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 |
| Citigroup Inc | 1,952,215 | $2.82 億 | 0.36% | +393,271+25.2% | 加碼 |
| Wells Fargo & Company | 2,027,530 | $2.93 億 | 0.09% | −30,402−1.5% | 減碼 |
| HSBC Holdings PLC | 2,121,768 | $3.07 億 | 0.33% | +473,752+28.7% | 加碼 |
| Royal Bank of Canada | 2,150,259 | $3.11 億 | 0.09% | −413,887−16.1% | 減碼 |
| California Public Employees Retirement System | 2,155,090 | $3.11 億 | 0.27% | −90,197−4.0% | 減碼 |
| Coatue Management LLC大師Coatue | 2,162,584 | $3.13 億 | 1.53% | +90,194+4.4% | 加碼 |
| New York State Common Retirement Fund | 2,249,377 | $3.25 億 | 0.42% | −27,668−1.2% | 減碼 |
| Allianz Asset Management GmbH | 2,313,918 | $3.34 億 | 0.70% | +203,933+9.7% | 加碼 |
| Voya Investment Management LLC | 2,435,991 | $3.52 億 | 0.36% | −267,275−9.9% | 減碼 |
| Ensign Peak Advisors, Inc | 2,621,943 | $3.79 億 | 0.77% | −129,177−4.7% | 減碼 |
| Egerton Capital (UK) LLP | 2,629,188 | $3.80 億 | 3.92% | −92,953−3.4% | 減碼 |
| Alliancebernstein L.P. | 2,769,212 | $4.00 億 | 0.16% | −99,183−3.5% | 減碼 |
| JPMorgan Chase & Co | 2,803,682 | $4.05 億 | 0.05% | +369,919+15.2% | 加碼 |
| Impax Asset Management Group plc | 2,848,770 | $4.11 億 | 1.65% | +135,343+5.0% | 加碼 |
| Boston Partners | 3,004,081 | $4.34 億 | 0.58% | −859,345−22.2% | 減碼 |
| Swiss National Bank | 3,052,200 | $4.41 億 | 0.30% | −362,100−10.6% | 減碼 |
| FIL Ltd | 3,072,213 | $4.44 億 | 0.50% | −106,907−3.4% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,115,970 | $4.50 億 | 4.16% | +150,000+5.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,170,262 | $4.58 億 | 0.36% | −397,306−11.1% | 減碼 |
| Franklin Resources Inc | 3,406,605 | $4.92 億 | 0.23% | −394,039−10.4% | 減碼 |
| Van Eck Associates Corp | 3,497,067 | $5.05 億 | 1.11% | +27,636+0.8% | 加碼 |
| Cantillon Capital Management LLC | 3,574,017 | $5.17 億 | 3.61% | +214,238+6.4% | 加碼 |
| Primecap Management Co | 3,730,483 | $5.39 億 | 0.45% | −217,700−5.5% | 減碼 |
| UBS Group AG | 3,793,904 | $5.48 億 | 0.24% | +160,640+4.4% | 加碼 |
| Barclays PLC | 3,892,930 | $5.63 億 | 0.37% | +1,408,716+56.7% | 加碼 |
| Dimensional Fund Advisors LP | 4,094,788 | $5.92 億 | 0.19% | +113,306+2.8% | 加碼 |
| Fisher Asset Management, LLC | 4,278,079 | $6.18 億 | 0.34% | +112,860+2.7% | 加碼 |
| Charles Schwab Investment Management Inc | 4,422,785 | $6.39 億 | 0.18% | +10,604+0.2% | 加碼 |