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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 815,993 | $1.18 億 | 0.25% | +40,334+5.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 815,987 | $1.18 億 | 0.70% | −4,769−0.6% | 減碼 |
| Panagora Asset Management Inc | 815,319 | $1.18 億 | 0.69% | +282,300+53.0% | 加碼 |
| Thrivent Financial for Lutherans | 808,394 | $1.17 億 | 0.27% | −4,499−0.6% | 減碼 |
| Close Asset Management Ltd | 770,944 | $1.11 億 | 5.23% | +3,773+0.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 760,650 | $1.10 億 | 0.23% | +37,177+5.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 751,388 | $1.09 億 | 0.24% | +101,187+15.6% | 加碼 |
| Renaissance Technologies LLC | 749,048 | $1.08 億 | 0.16% | +243,900+48.3% | 加碼 |
| Stifel Financial Corp | 734,204 | $1.06 億 | 0.15% | +546+0.1% | 加碼 |
| US Bancorp | 724,656 | $1.05 億 | 0.17% | −11,344−1.5% | 減碼 |
| Lord, Abbett & Co. LLC | 723,166 | $1.05 億 | 0.36% | −1,389−0.2% | 減碼 |
| Toronto Dominion Bank | 700,640 | $1.01 億 | 0.15% | +215,292+44.4% | 加碼 |
| Manning & Napier Group, LLC | 699,091 | $1.01 億 | 1.15% | −11,070−1.6% | 減碼 |
| Clark Capital Management Group, Inc. | 684,254 | $9,890 萬 | 0.88% | +19,977+3.0% | 加碼 |
| Standard Life Aberdeen plc | 680,521 | $9,836 萬 | 0.23% | +42,957+6.7% | 加碼 |
| Truist Financial Corp | 676,404 | $9,777 萬 | 0.16% | +51,928+8.3% | 加碼 |
| AXA S.A. | 662,164 | $9,571 萬 | 0.32% | +40,280+6.5% | 加碼 |
| Bristol Gate Capital Partners Inc. | 658,369 | $9,516 萬 | 5.00% | −120,874−15.5% | 減碼 |
| Nomura Asset Management Co Ltd | 641,747 | $9,276 萬 | 0.43% | +70,444+12.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 640,549 | $9,258 萬 | 0.05% | +11,335+1.8% | 加碼 |
| Abn Amro Investment Solutions | 630,814 | $9,118 萬 | 1.82% | −2,615−0.4% | 減碼 |
| XN LP | 609,462 | $8,809 萬 | 8.44% | +34,543+6.0% | 加碼 |
| Epoch Investment Partners, Inc. | 603,585 | $8,724 萬 | 0.50% | −42,272−6.5% | 減碼 |
| Rockefeller Capital Management L.P. | 603,044 | $8,714 萬 | 0.34% | −124,699−17.1% | 減碼 |
| Argent Capital Management LLC | 588,790 | $8,510 萬 | 2.76% | −6,265−1.1% | 減碼 |
| Zurich Insurance Group Ltd | 583,472 | $8,434 萬 | 0.87% | −51,801−8.2% | 減碼 |
| Employees Provident Fund Board | 580,151 | $8,386 萬 | 1.99% | 00.0% | 不變 |
| Woodline Partners LP | 571,167 | $8,256 萬 | 0.98% | +571,167 | 新進 |
| Brandes Investment Partners, LP | 570,589 | $8,247 萬 | 1.66% | −26,874−4.5% | 減碼 |
| Wedge Capital Management L L P | 555,090 | $8,023 萬 | 1.28% | +553,337+31,565.1% | 加碼 |
| Storebrand Asset Management AS | 549,160 | $7,938 萬 | 0.36% | −40,550−6.9% | 減碼 |
| Retirement Systems of Alabama | 548,175 | $7,923 萬 | 0.35% | −57,115−9.4% | 減碼 |
| Erste Asset Management GmbH | 545,501 | $7,872 萬 | 1.39% | +41,763+8.3% | 加碼 |
| Fifth Third Bancorp | 525,429 | $7,595 萬 | 0.34% | +103,855+24.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 524,890 | $7,587 萬 | 0.28% | −4,457−0.8% | 減碼 |
| Scge Management, L.P. | 517,000 | $7,473 萬 | 1.76% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 502,779 | $7,267 萬 | 0.25% | −9,367−1.8% | 減碼 |
| Guggenheim Capital LLC | 483,215 | $6,984 萬 | 0.55% | +85,082+21.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 481,221 | $6,956 萬 | 0.58% | −48,686−9.2% | 減碼 |
| Capital Fund Management S.A. | 479,825 | $6,935 萬 | 1.09% | +479,825 | 新進 |
| Russell Investments Group, Ltd. | 479,322 | $6,923 萬 | 0.13% | +34,141+7.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 476,512 | $6,888 萬 | 0.21% | +21,027+4.6% | 加碼 |
| Public Employees Retirement System of Ohio | 476,253 | $6,884 萬 | 0.28% | −24,365−4.9% | 減碼 |
| Qube Research & Technologies Ltd | 475,397 | $6,871 萬 | 0.27% | +352,225+286.0% | 加碼 |
| Natixis Advisors, L.P. | 466,374 | $6,741 萬 | 0.21% | +28,894+6.6% | 加碼 |
| Millennium Management LLC | 464,531 | $6,714 萬 | 0.07% | −725,348−61.0% | 減碼 |
| Ci Investments Inc. | 462,182 | $6,680 萬 | 0.34% | +171,163+58.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 459,079 | $6,636 萬 | 0.06% | −4,993−1.1% | 減碼 |
| ING Groep NV | 450,571 | $6,513 萬 | 0.49% | +113,080+33.5% | 加碼 |
| Schroder Investment Management Group | 444,092 | $6,419 萬 | 0.09% | +97,094+28.0% | 加碼 |
| HighTower Advisors, LLC | 437,118 | $6,314 萬 | 0.12% | +53,476+13.9% | 加碼 |
| Korea Investment CORP | 434,157 | $6,275 萬 | 0.18% | +139,021+47.1% | 加碼 |
| Susquehanna International Group, LLP | 431,422 | $6,236 萬 | 0.10% | −508,830−54.1% | 減碼 |
| Kempen Capital Management N.V. | 431,412 | $6,236 萬 | 1.12% | +6,645+1.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 426,017 | $6,157 萬 | 0.40% | +241,727+131.2% | 加碼 |
| UniSuper Management Pty Ltd | 423,946 | $6,128 萬 | 0.70% | +423,946 | 新進 |
| British Columbia Investment Management Corp | 415,994 | $6,013 萬 | 0.56% | −12,505−2.9% | 減碼 |
| ARGA Investment Management, LP | 414,793 | $5,995 萬 | 2.12% | +14,431+3.6% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 412,000 | $5,955 萬 | 0.71% | 00.0% | 不變 |
| M&T Bank Corp | 406,487 | $5,875 萬 | 0.22% | −5,773−1.4% | 減碼 |
| Westfield Capital Management Co LP | 405,687 | $5,864 萬 | 0.37% | −7,388−1.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 405,362 | $5,859 萬 | 0.55% | −34,900−7.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 404,927 | $5,853 萬 | 0.15% | +160,690+65.8% | 加碼 |
| Whittier Trust Co | 404,640 | $5,849 萬 | 1.02% | −8,050−2.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 400,953 | $5,795 萬 | 0.07% | −58,304−12.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 400,000 | $5,782 萬 | 0.26% | +400,000 | 新進 |
| National Bank of Canada | 395,918 | $5,757 萬 | 0.12% | +176,089+80.1% | 加碼 |
| LPL Financial LLC | 396,456 | $5,730 萬 | 0.04% | +18,304+4.8% | 加碼 |
| Treasurer of the State of North Carolina | 395,047 | $5,710 萬 | 0.30% | −12,038−3.0% | 減碼 |
| Earnest Partners LLC | 394,175 | $5,697 萬 | 0.32% | −7,319−1.8% | 減碼 |
| Sound Shore Management Inc | 392,001 | $5,666 萬 | 2.09% | −176,970−31.1% | 減碼 |
| Tocqueville Asset Management L.P. | 390,967 | $5,651 萬 | 1.01% | +1,950+0.5% | 加碼 |
| Virginia Retirement Systems Et Al | 385,030 | $5,565 萬 | 0.53% | +14,400+3.9% | 加碼 |
| Jane Street Group, LLC | 382,983 | $5,536 萬 | 0.08% | −19,575−4.9% | 減碼 |
| Asset Management One Co.,Ltd. | 382,325 | $5,526 萬 | 0.23% | +14,392+3.9% | 加碼 |
| STRS Ohio | 378,915 | $5,477 萬 | 0.23% | −66,149−14.9% | 減碼 |
| Assenagon Asset Management S.A. | 371,403 | $5,368 萬 | 0.21% | +217,526+141.4% | 加碼 |
| SEI Investments Co | 362,894 | $5,245 萬 | 0.09% | +15,711+4.5% | 加碼 |
| Citadel Advisors LLC | 349,440 | $5,051 萬 | 0.06% | −585,519−62.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 344,086 | $4,973 萬 | 1.97% | −8,669−2.5% | 減碼 |
| CI Private Wealth, LLC | 341,463 | $4,935 萬 | 0.11% | +487+0.1% | 加碼 |
| Crestwood Advisors Group LLC | 338,197 | $4,888 萬 | 1.54% | +11,530+3.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 332,632 | $4,808 萬 | 0.57% | +5,821+1.8% | 加碼 |
| Munro Partners | 329,895 | $4,768 萬 | 2.20% | +329,895 | 新進 |
| Systematic Alpha Investments, LLC | 320,128 | $4,627 萬 | 2.24% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 319,520 | $4,618 萬 | 0.09% | +47,896+17.6% | 加碼 |
| American International Group, Inc. | 305,630 | $4,418 萬 | 0.27% | +3,839+1.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 298,173 | $4,310 萬 | 0.07% | −9,440−3.1% | 減碼 |
| Mariner, LLC | 297,833 | $4,305 萬 | 0.12% | +8,838+3.1% | 加碼 |
| Aviva PLC | 297,152 | $4,295 萬 | 0.17% | +20,554+7.4% | 加碼 |
| Nisa Investment Advisors, LLC | 296,885 | $4,291 萬 | 0.31% | +9,357+3.3% | 加碼 |
| Capital Advisors Inc | 295,656 | $4,273 萬 | 1.09% | +7,603+2.6% | 加碼 |
| ABN AMRO Bank N.V. | 293,922 | $4,260 萬 | 0.87% | +11,703+4.1% | 加碼 |
| Handelsbanken Fonder AB | 292,521 | $4,228 萬 | 0.23% | +26,493+10.0% | 加碼 |
| Cambiar Investors LLC | 284,460 | $4,112 萬 | 1.74% | −14,834−5.0% | 減碼 |
| State of Michigan Retirement System | 282,955 | $4,090 萬 | 0.25% | +4,000+1.4% | 加碼 |
| Boston Trust Walden Corp | 281,114 | $4,063 萬 | 0.33% | +2,085+0.7% | 加碼 |
| Grassi Investment Management | 278,316 | $4,023 萬 | 4.43% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 276,949 | $4,003 萬 | 0.27% | −62,770−18.5% | 減碼 |
| Broad Run Investment Management, LLC | 274,997 | $3,975 萬 | 4.70% | −13,558−4.7% | 減碼 |