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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 130,761 | $1,890 萬 | 2.03% | +28,696+28.1% | 加碼 |
| Trust Co of Vermont | 126,626 | $1,830 萬 | 1.19% | +5,488+4.5% | 加碼 |
| Natixis | 126,356 | $1,826 萬 | 0.16% | +126,356 | 新進 |
| Yousif Capital Management, LLC | 125,791 | $1,818 萬 | 0.22% | +527+0.4% | 加碼 |
| Gotham Asset Management, LLC | 125,557 | $1,815 萬 | 0.39% | +31,732+33.8% | 加碼 |
| Baker Avenue Asset Management, LP | 125,329 | $1,812 萬 | 0.91% | −1,880−1.5% | 減碼 |
| Capital International Sarl | 125,065 | $1,808 萬 | 0.81% | +38,788+45.0% | 加碼 |
| Talbot Financial, LLC | 124,713 | $1,803 萬 | 3.07% | −1,081−0.9% | 減碼 |
| Pinnacle Associates Ltd | 121,767 | $1,760 萬 | 0.31% | −1,731−1.4% | 減碼 |
| Mutual of America Capital Management LLC | 121,609 | $1,758 萬 | 0.20% | +910+0.8% | 加碼 |
| Squarepoint Ops LLC | 120,600 | $1,743 萬 | 0.10% | +47,826+65.7% | 加碼 |
| Financial Counselors Inc | 120,456 | $1,741 萬 | 0.35% | −224−0.2% | 減碼 |
| Payden & Rygel | 119,810 | $1,732 萬 | 1.22% | −15,800−11.7% | 減碼 |
| Nissay Asset Management Corp | 119,437 | $1,726 萬 | 0.15% | −1,128−0.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 117,802 | $1,703 萬 | 0.59% | +117,351+26,020.2% | 加碼 |
| Stanley Capital Management, LLC | 117,300 | $1,695 萬 | 4.59% | 00.0% | 不變 |
| Bokf, NA | 116,219 | $1,680 萬 | 0.34% | +1,769+1.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 115,626 | $1,671 萬 | 1.24% | −601−0.5% | 減碼 |
| Keybank National Association | 115,590 | $1,671 萬 | 0.08% | −553−0.5% | 減碼 |
| Shelton Capital Management | 115,535 | $1,670 萬 | 0.60% | +43,442+60.3% | 加碼 |
| Aristotle Atlantic Partners, LLC | 115,152 | $1,664 萬 | 0.63% | −17,982−13.5% | 減碼 |
| Winton Group Ltd | 112,549 | $1,627 萬 | 1.36% | +3,969+3.7% | 加碼 |
| Power Corp of Canada | 112,546 | $1,627 萬 | 1.69% | −40,000−26.2% | 減碼 |
| Twin Tree Management, LP | 108,405 | $1,567 萬 | 0.32% | +108,405 | 新進 |
| Tredje AP-fonden | 108,096 | $1,562 萬 | 0.22% | −35,663−24.8% | 減碼 |
| Curi Capital | 107,831 | $1,559 萬 | 2.11% | −5,791−5.1% | 減碼 |
| Lido Advisors, LLC | 107,825 | $1,559 萬 | 0.18% | +2,701+2.6% | 加碼 |
| PGGM Investments | 107,823 | $1,559 萬 | 0.25% | +25,470+30.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 107,019 | $1,547 萬 | 0.32% | +18,634+21.1% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,541 萬 | 2.39% | −13,000−10.1% | 減碼 |
| Callahan Advisors, LLC | 106,052 | $1,533 萬 | 1.86% | −4,028−3.7% | 減碼 |
| Lountzis Asset Management, LLC | 107,829 | $1,530 萬 | 8.44% | −2,863−2.6% | 減碼 |
| BancorpSouth Bank | 105,573 | $1,526 萬 | 1.33% | −33,341−24.0% | 減碼 |
| Capital International Inc | 105,502 | $1,525 萬 | 0.28% | +39,469+59.8% | 加碼 |
| Cerity Partners LLC | 105,314 | $1,522 萬 | 0.06% | +9,249+9.6% | 加碼 |
| Louisiana State Employees Retirement System | 104,800 | $1,515 萬 | 0.34% | +7,900+8.2% | 加碼 |
| California First Leasing Corp | 102,000 | $1,474 萬 | 9.01% | 00.0% | 不變 |
| CCM Investment Advisers LLC | 101,461 | $1,467 萬 | 1.97% | +1,808+1.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 100,839 | $1,458 萬 | 0.07% | +2,381+2.4% | 加碼 |
| First Foundation Advisors | 100,374 | $1,451 萬 | 0.63% | −11,087−9.9% | 減碼 |
| Intech Investment Management LLC | 100,335 | $1,450 萬 | 0.15% | −296,393−74.7% | 減碼 |
| Baader Bank INC | 100,138 | $1,447 萬 | 1.26% | −439−0.4% | 減碼 |
| Foundry Partners, LLC | 100,077 | $1,447 萬 | 0.89% | +100,077 | 新進 |
| Czech National Bank | 100,045 | $1,446 萬 | 0.33% | +726+0.7% | 加碼 |
| LGT Group Foundation | 99,071 | $1,432 萬 | 0.35% | +40,435+69.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 99,059 | $1,432 萬 | 3.14% | 00.0% | 不變 |
| Cooper Creek Partners Management LLC | 98,839 | $1,429 萬 | 0.97% | +42,990+77.0% | 加碼 |
| Janney Montgomery Scott LLC | 98,487 | $1,424 萬 | 0.05% | +98,487 | 新進 |
| Point72 Middle East FZE | 98,284 | $1,421 萬 | 0.79% | −57,858−37.1% | 減碼 |
| Nishkama Capital, LLC | 98,230 | $1,420 萬 | 2.61% | +86,231+718.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 97,817 | $1,414 萬 | 0.16% | −57,732−37.1% | 減碼 |
| Daiwa Securities Group Inc. | 96,551 | $1,396 萬 | 0.09% | −573−0.6% | 減碼 |
| Railway Pension Investments Ltd | 95,768 | $1,384 萬 | 0.14% | 00.0% | 不變 |
| Andra AP-fonden | 95,300 | $1,377 萬 | 0.35% | +2,700+2.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 95,041 | $1,374 萬 | 0.06% | +795+0.8% | 加碼 |
| Leuthold Group, LLC | 94,850 | $1,371 萬 | 1.78% | −3,268−3.3% | 減碼 |
| Grimes & Company, Inc. | 94,832 | $1,371 萬 | 0.49% | +1,196+1.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 94,147 | $1,361 萬 | 0.13% | +35,142+59.6% | 加碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,356 萬 | 3.14% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 93,798 | $1,356 萬 | 0.23% | −2,638−2.7% | 減碼 |
| MML Investors Services, LLC | 93,431 | $1,350 萬 | 0.07% | +93,431 | 新進 |
| Steel Peak Wealth Management LLC | 92,930 | $1,343 萬 | 0.81% | −9,252−9.1% | 減碼 |
| Signature Estate & Investment Advisors LLC | 92,548 | $1,338 萬 | 0.44% | −3,922−4.1% | 減碼 |
| Cetera Advisor Networks LLC | 92,249 | $1,333 萬 | 0.09% | +5,199+6.0% | 加碼 |
| Blair William & Co | 91,836 | $1,327 萬 | 0.05% | +5,521+6.4% | 加碼 |
| Main Street Research LLC | 91,559 | $1,323 萬 | 2.11% | −1,218−1.3% | 減碼 |
| Carmel Capital Management L.L.C. | 90,885 | $1,314 萬 | 6.82% | +650+0.7% | 加碼 |
| Cetera Investment Advisers | 90,861 | $1,313 萬 | 0.11% | −4,064−4.3% | 減碼 |
| Cullinan Associates Inc | 89,979 | $1,301 萬 | 0.71% | +2,556+2.9% | 加碼 |
| Raymond James Trust N.A. | 89,957 | $1,300 萬 | 0.38% | −2,621−2.8% | 減碼 |
| Trillium Asset Management, LLC | 89,781 | $1,298 萬 | 0.36% | +1,580+1.8% | 加碼 |
| AE Wealth Management LLC | 89,289 | $1,291 萬 | 0.08% | +20,072+29.0% | 加碼 |
| Girard Partners Ltd. | 88,805 | $1,284 萬 | 1.36% | −2,002−2.2% | 減碼 |
| Profund Advisors LLC | 88,287 | $1,276 萬 | 0.68% | +10,886+14.1% | 加碼 |
| Citizens Financial Group Inc | 87,973 | $1,272 萬 | 0.46% | −4,001−4.4% | 減碼 |
| Cumberland Partners Ltd | 87,945 | $1,271 萬 | 1.17% | +87,945 | 新進 |
| NewEdge Wealth, LLC | 87,139 | $1,260 萬 | 0.42% | +18,641+27.2% | 加碼 |
| SG Americas Securities, LLC | 85,748 | $1,239 萬 | 0.11% | +24,238+39.4% | 加碼 |
| Brown Brothers Harriman & Co | 85,637 | $1,238 萬 | 0.10% | +76,670+855.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 85,298 | $1,233 萬 | 0.31% | −27,779−24.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 84,721 | $1,225 萬 | 0.56% | +835+1.0% | 加碼 |
| Fund Management at Engine No. 1 LLC | 83,232 | $1,203 萬 | 2.21% | +3,631+4.6% | 加碼 |
| Intermede Investment Partners Ltd | 82,147 | $1,187 萬 | 0.28% | −14,063−14.6% | 減碼 |
| Isthmus Partners, LLC | 81,765 | $1,182 萬 | 1.61% | −525−0.6% | 減碼 |
| Wealthfront Advisers LLC | 80,339 | $1,161 萬 | 0.05% | −2,457−3.0% | 減碼 |
| Marvin & Palmer Associates Inc | 79,609 | $1,151 萬 | 5.19% | −931−1.2% | 減碼 |
| Norinchukin Bank, The | 79,042 | $1,142 萬 | 0.19% | +14,154+21.8% | 加碼 |
| Maple Capital Management, Inc. | 78,929 | $1,141 萬 | 1.24% | +1,419+1.8% | 加碼 |
| Churchill Management Corp | 78,192 | $1,130 萬 | 0.19% | −5,882−7.0% | 減碼 |
| Jacobs & Co | 77,999 | $1,127 萬 | 1.34% | −3,084−3.8% | 減碼 |
| Aptus Capital Advisors, LLC | 77,922 | $1,126 萬 | 0.33% | −6,713−7.9% | 減碼 |
| Captrust Financial Advisors | 77,572 | $1,121 萬 | 0.04% | +12,542+19.3% | 加碼 |
| Shell Asset Management Co | 77,468 | $1,120 萬 | 0.44% | +2,009+2.7% | 加碼 |
| Gateway Investment Advisers LLC | 76,169 | $1,101 萬 | 0.13% | +1,100+1.5% | 加碼 |
| Huntington National Bank | 76,028 | $1,099 萬 | 0.10% | −1,872−2.4% | 減碼 |
| Torray LLC | 76,014 | $1,099 萬 | 1.90% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 75,944 | $1,098 萬 | 0.16% | −14,018−15.6% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 75,177 | $1,087 萬 | 0.36% | −387−0.5% | 減碼 |
| Bornite Capital Management LP | 75,000 | $1,084 萬 | 2.10% | −5,000−6.3% | 減碼 |
| Carmignac Gestion | 73,133 | $1,057 萬 | 0.18% | +73,133 | 新進 |