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
- 1,829
- 較 2023 年第 1 季 +83 家
- 持有股數
- 6.68 億
- 較 2023 年第 1 季 −497.9 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 649 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 |
|---|---|---|---|---|---|
| Swedbank AB | 4,449,368 | $6.43 億 | 1.13% | −317,070−6.7% | 減碼 |
| American Century Companies Inc | 4,738,049 | $6.85 億 | 0.52% | −408,038−7.9% | 減碼 |
| Amundi | 4,730,944 | $6.88 億 | 0.35% | −64,909−1.4% | 減碼 |
| UBS Asset Management Americas Inc | 5,715,598 | $7.02 億 | 0.34% | 00.0% | 不變 |
| Parnassus Investments | 5,673,885 | $8.20 億 | 1.90% | +42,162+0.7% | 加碼 |
| Massachusetts Financial Services Co | 5,968,475 | $8.63 億 | 0.28% | +1,340,250+29.0% | 加碼 |
| Deutsche Bank AG | 6,209,384 | $8.98 億 | 0.48% | −1,808,419−22.6% | 減碼 |
| Invesco Ltd. | 6,211,604 | $8.98 億 | 0.24% | −1,103,795−15.1% | 減碼 |
| Legal & General Group Plc | 6,334,618 | $9.16 億 | 0.30% | +41,943+0.7% | 加碼 |
| Pictet Asset Management SA | 6,632,741 | $9.59 億 | 1.14% | −1,060,936−13.8% | 減碼 |
| Davis Selected Advisers | 6,945,026 | $10.0 億 | 6.12% | −198,493−2.8% | 減碼 |
| Goldman Sachs Group Inc | 6,966,253 | $10.1 億 | 0.26% | +880,433+14.5% | 加碼 |
| Matrix Capital Management Company, LP | 7,052,700 | $10.2 億 | 11.84% | +755,000+12.0% | 加碼 |
| Bank of America Corp | 7,319,248 | $10.6 億 | 0.13% | −2,027,500−21.7% | 減碼 |
| Ameriprise Financial Inc | 8,368,402 | $12.1 億 | 0.38% | −339,160−3.9% | 減碼 |
| Generation Investment Management LLP | 8,431,337 | $12.2 億 | 5.90% | +943,951+12.6% | 加碼 |
| Norges Bank | 8,826,448 | $12.8 億 | 0.25% | −6,336−0.1% | 減碼 |
| Morgan Stanley | 9,425,207 | $13.6 億 | 0.13% | −1,323,519−12.3% | 減碼 |
| Northern Trust Corp | 9,575,985 | $13.8 億 | 0.27% | −754,204−7.3% | 減碼 |
| Nuveen Asset Management, LLC | 9,609,330 | $13.9 億 | 0.48% | +1,925,722+25.1% | 加碼 |
| FMR LLC | 11,712,061 | $16.9 億 | 0.14% | +1,0050.0% | 加碼 |
| Bank of New York Mellon Corp | 12,030,201 | $17.4 億 | 0.37% | +675,126+5.9% | 加碼 |
| Price T Rowe Associates Inc | 13,472,106 | $19.5 億 | 0.27% | +1,780,155+15.2% | 加碼 |
| Geode Capital Management, LLC | 16,991,062 | $24.5 億 | 0.29% | +1,119,675+7.1% | 加碼 |
| Capital International Investors | 20,882,645 | $30.2 億 | 0.73% | +160,472+0.8% | 加碼 |
| Capital World Investors | 36,698,147 | $53.0 億 | 1.02% | +3,865,159+11.8% | 加碼 |
| State Street Corp | 38,242,877 | $55.3 億 | 0.29% | −191,807−0.5% | 減碼 |
| BlackRock Inc. | 71,782,658 | $103.8 億 | 0.29% | +2,033,896+2.9% | 加碼 |
| Vanguard Group Inc | 73,542,029 | $106.3 億 | 0.25% | +323,538+0.4% | 加碼 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −7,419,646−100.0% | 清倉 |
| Theleme Partners LLP | 0 | $0 | 0.00% | −624,000−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −419,500−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −302,063−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −245,822−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −213,711−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −183,171−100.0% | 清倉 |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −163,642−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −143,378−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −92,900−100.0% | 清倉 |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −88,443−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −87,121−100.0% | 清倉 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −83,298−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −39,803−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −34,675−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −32,350−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −30,913−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −23,084−100.0% | 清倉 |
| Ally Financial Inc. | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Albar Capital Ltd | 0 | $0 | 0.00% | −20,915−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −20,753−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Raine Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,920−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,299−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −11,700−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,186−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,851−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,208−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,344−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −7,214−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −7,142−100.0% | 清倉 |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −6,343−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,300−100.0% | 清倉 |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −5,206−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −5,123−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −4,956−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,901−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −4,824−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,399−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −4,344−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −3,836−100.0% | 清倉 |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −3,693−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,665−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,655−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,510−100.0% | 清倉 |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −3,236−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,222−100.0% | 清倉 |
| Cornell Pochily Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,995−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,948−100.0% | 清倉 |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,872−100.0% | 清倉 |
| Financial Advisory Corp | 0 | $0 | 0.00% | −2,807−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,088−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −2,547−100.0% | 清倉 |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,473−100.0% | 清倉 |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −2,470−100.0% | 清倉 |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −2,563−100.0% | 清倉 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −2,224−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,203−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −2,115−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −2,052−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −1,977−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,969−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,978−100.0% | 清倉 |
| BCK Partners, Inc. | 0 | $0 | 0.00% | −1,938−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,889−100.0% | 清倉 |