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 3,519 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 |
|---|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 20,051 | $289.8 萬 | 2.39% | −8,086−28.7% | 減碼 |
| WBI Investments | 19,993 | $289.0 萬 | 0.52% | +1,388+7.5% | 加碼 |
| CoreCap Advisors, LLC | 19,957 | $288.5 萬 | 0.21% | +19,957 | 新進 |
| Atlas Capital Advisors LLC | 19,785 | $286.0 萬 | 0.43% | +1,175+6.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,740 | $285.3 萬 | 0.06% | +3,954+25.0% | 加碼 |
| Capstone Triton Financial Group, LLC | 19,623 | $283.6 萬 | 1.95% | +50+0.3% | 加碼 |
| First Hawaiian Bank | 19,465 | $281.3 萬 | 0.09% | −629−3.1% | 減碼 |
| Kemnay Advisory Services Inc. | 19,462 | $281.3 萬 | 1.24% | 00.0% | 不變 |
| MAI Capital Management | 19,455 | $281.2 萬 | 0.04% | −836−4.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 19,449 | $281.1 萬 | 0.44% | +1,600+9.0% | 加碼 |
| Change Path, LLC | 19,381 | $280.1 萬 | 0.13% | −3,545−15.5% | 減碼 |
| Vestcor Inc | 19,330 | $279.4 萬 | 0.10% | −995−4.9% | 減碼 |
| Pettee Investors, Inc. | 19,242 | $278.1 萬 | 1.26% | 00.0% | 不變 |
| Palisade Capital Management LLC | 19,144 | $276.7 萬 | 0.07% | −20.0% | 減碼 |
| Occidental Asset Management, LLC | 18,962 | $274.1 萬 | 0.62% | +877+4.8% | 加碼 |
| Prospera Financial Services Inc | 18,918 | $273.6 萬 | 0.10% | +270+1.4% | 加碼 |
| SFE Investment Counsel | 18,815 | $272.0 萬 | 0.77% | −300−1.6% | 減碼 |
| First Manhattan Co | 18,728 | $270.7 萬 | 0.01% | −443−2.3% | 減碼 |
| Credit Agricole S A | 18,686 | $270.1 萬 | 0.09% | −18,932−50.3% | 減碼 |
| McKinley Capital Management LLC /Delaware | 18,684 | $270.1 萬 | 0.36% | −176−0.9% | 減碼 |
| Cape Ann Savings Bank | 18,663 | $269.8 萬 | 1.79% | +475+2.6% | 加碼 |
| JNBA Financial Advisors | 18,457 | $266.8 萬 | 0.32% | −75−0.4% | 減碼 |
| Kingsview Wealth Management, LLC | 18,418 | $266.2 萬 | 0.10% | −279−1.5% | 減碼 |
| LaFleur & Godfrey LLC | 18,256 | $263.9 萬 | 0.40% | +95+0.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 18,241 | $263.7 萬 | 1.10% | +18,241 | 新進 |
| NVWM, LLC | 18,237 | $263.6 萬 | 0.86% | +256+1.4% | 加碼 |
| Benjamin Edwards Inc | 18,191 | $262.9 萬 | 0.61% | −1,962−9.7% | 減碼 |
| Merit Financial Group, LLC | 18,168 | $262.6 萬 | 0.09% | +4,732+35.2% | 加碼 |
| Neo Ivy Capital Management | 17,889 | $258.6 萬 | 1.36% | +17,889 | 新進 |
| Meridian Wealth Management, LLC | 17,858 | $258.1 萬 | 0.22% | −1,254−6.6% | 減碼 |
| Stonebridge Capital Management Inc | 17,730 | $256.3 萬 | 1.19% | −1,100−5.8% | 減碼 |
| Droms Strauss Advisors Inc | 17,820 | $253.5 萬 | 1.06% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 17,534 | $253.4 萬 | 0.85% | 00.0% | 不變 |
| Crestline Management, LP | 17,431 | $251.9 萬 | 0.27% | −30,569−63.7% | 減碼 |
| Alberta Investment Management Corp | 17,400 | $251.5 萬 | 0.02% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 17,396 | $251.4 萬 | 1.88% | +159+0.9% | 加碼 |
| Coldstream Capital Management Inc | 17,327 | $250.4 萬 | 0.08% | +1,383+8.7% | 加碼 |
| Trust Co of Kansas | 17,216 | $248.8 萬 | 1.49% | −1,266−6.8% | 減碼 |
| Green Alpha Advisors, LLC | 17,213 | $248.8 萬 | 1.63% | +97+0.6% | 加碼 |
| Summit Global Investments | 17,106 | $247.3 萬 | 0.16% | +1,375+8.7% | 加碼 |
| Hudson Canyon Capital Management | 17,101 | $247.2 萬 | 1.95% | −539−3.1% | 減碼 |
| Savant Capital, LLC | 16,955 | $245.1 萬 | 0.04% | +3,127+22.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 16,919 | $244.5 萬 | 0.16% | +508+3.1% | 加碼 |
| Odey Asset Management LLP | 16,859 | $243.7 萬 | 0.90% | +16,859 | 新進 |
| Comerica Securities,inc. | 16,739 | $242.0 萬 | 0.17% | −421−2.5% | 減碼 |
| Howe & Rusling Inc | 16,697 | $241.3 萬 | 0.27% | +350+2.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 16,686 | $241.2 萬 | 0.28% | −5,739−25.6% | 減碼 |
| Johnson Investment Counsel Inc | 16,511 | $238.6 萬 | 0.03% | −2,628−13.7% | 減碼 |
| Avantax Advisory Services, Inc. | 16,489 | $238.3 萬 | 0.03% | +2,739+19.9% | 加碼 |
| Apollon Wealth Management, LLC | 16,485 | $238.3 萬 | 0.11% | +3,251+24.6% | 加碼 |
| Turim 21 Investimentos Ltda. | 16,368 | $236.6 萬 | 1.20% | +16,368 | 新進 |
| Catalyst Capital Advisors LLC | 16,338 | $236.1 萬 | 0.07% | −13−0.1% | 減碼 |
| Legal Advantage Investments, Inc. | 16,310 | $235.8 萬 | 1.57% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 16,241 | $234.7 萬 | 0.56% | −3,329−17.0% | 減碼 |
| 180 Wealth Advisors, LLC | 16,133 | $234.7 萬 | 0.52% | +1,008+6.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 16,218 | $234.4 萬 | 0.47% | +1,914+13.4% | 加碼 |
| CFM Wealth Partners LLC | 16,064 | $232.2 萬 | 0.56% | −29−0.2% | 減碼 |
| Snowden Capital Advisors LLC | 15,991 | $231.1 萬 | 0.08% | −1,005−5.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 15,859 | $229.2 萬 | 0.08% | −2,514−13.7% | 減碼 |
| Klingman & Associates, LLC | 15,802 | $228.4 萬 | 0.18% | +140+0.9% | 加碼 |
| Redmond Asset Management, LLC | 15,726 | $227.3 萬 | 0.74% | −13−0.1% | 減碼 |
| Eagle Capital Management, LLC | 15,637 | $226.0 萬 | 1.26% | +488+3.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 15,596 | $225.4 萬 | 0.03% | +190+1.2% | 加碼 |
| Hussman Strategic Advisors, Inc. | 15,500 | $224.0 萬 | 0.41% | +9,300+150.0% | 加碼 |
| Gyroscope Capital Management Group, LLC | 15,338 | $221.7 萬 | 0.51% | −213−1.4% | 減碼 |
| Platinum Investment Management Ltd | 15,029 | $217.2 萬 | 0.08% | −6,247−29.4% | 減碼 |
| Valley National Advisers Inc | 15,027 | $217.2 萬 | 0.37% | +314+2.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 15,020 | $217.1 萬 | 0.63% | −104−0.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 15,000 | $216.8 萬 | 0.36% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 15,000 | $216.8 萬 | 0.40% | +2,000+15.4% | 加碼 |
| Kovack Advisors, Inc. | 14,985 | $216.6 萬 | 0.28% | +2,839+23.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 14,926 | $215.7 萬 | 0.21% | −11−0.1% | 減碼 |
| Mastrapasqua Asset Management Inc | 14,844 | $214.6 萬 | 0.24% | −67−0.4% | 減碼 |
| Parallel Advisors, LLC | 14,802 | $214.0 萬 | 0.07% | +609+4.3% | 加碼 |
| Intrust Bank NA | 14,798 | $213.9 萬 | 0.26% | −84−0.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 14,672 | $212.1 萬 | 0.03% | +963+7.0% | 加碼 |
| Saba Capital Management, L.P. | 14,629 | $211.4 萬 | 0.07% | −36,061−71.1% | 減碼 |
| Stephens Inc | 14,551 | $210.3 萬 | 0.04% | +268+1.9% | 加碼 |
| Balentine LLC | 14,521 | $209.9 萬 | 0.07% | +929+6.8% | 加碼 |
| E Fund Management Co., Ltd. | 14,434 | $208.6 萬 | 0.16% | −2,192−13.2% | 減碼 |
| Diligent Investors, LLC | 14,379 | $207.8 萬 | 0.61% | −26−0.2% | 減碼 |
| Meeder Advisory Services, Inc. | 14,372 | $207.7 萬 | 0.22% | +173+1.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 14,350 | $207.4 萬 | 0.04% | −588−3.9% | 減碼 |
| Algert Global LLC | 14,253 | $206.0 萬 | 0.09% | +14,253 | 新進 |
| Veriti Management LLC | 14,229 | $205.7 萬 | 0.23% | −628−4.2% | 減碼 |
| Spirit of America Management Corp | 14,220 | $205.5 萬 | 0.46% | 00.0% | 不變 |
| Signaturefd, LLC | 14,154 | $204.6 萬 | 0.05% | +77+0.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $202.4 萬 | 1.30% | −2,000−12.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 14,002 | $202.4 萬 | 0.13% | +14,002 | 新進 |
| Parametrica Management Ltd | 14,000 | $202.4 萬 | 3.90% | +3,800+37.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,989 | $202.2 萬 | 0.14% | −925−6.2% | 減碼 |
| Wedbush Securities Inc | 13,956 | $201.7 萬 | 0.10% | −6,876−33.0% | 減碼 |
| Central Trust Co | 13,951 | $201.6 萬 | 0.06% | −160−1.1% | 減碼 |
| Arjuna Capital | 13,850 | $200.2 萬 | 0.71% | +490+3.7% | 加碼 |
| Resources Investment Advisors, LLC. | 13,822 | $199.8 萬 | 0.04% | +2,147+18.4% | 加碼 |
| Anchor Investment Management, LLC | 13,802 | $199.5 萬 | 0.25% | −2,625−16.0% | 減碼 |
| Aberdeen Wealth Management LLC | 13,712 | $198.2 萬 | 1.43% | −600−4.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 13,677 | $197.4 萬 | 0.05% | −9,935−42.1% | 減碼 |
| Argent Trust Co | 13,651 | $197.3 萬 | 0.11% | +9,543+232.3% | 加碼 |
| Burns J W & Co Inc | 13,600 | $196.6 萬 | 0.31% | 00.0% | 不變 |