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 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2023 年第 3 季 13F 持有人
Applied Materials Inc 在 2023/9/30 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
- 1,852
- 較 2023 年第 2 季 +46 家
- 持有股數
- 6.71 億
- 較 2023 年第 2 季 +771.7 萬 (+1.2%)
- 總市值
- $929.9 億
- 較 2023 年第 2 季 −$25.6 億 (−2.7%)
- 新進機構
- 158
- 另有 699 家加碼
- 清倉機構
- 112
- 另有 702 家減碼
另有 24 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2023 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 73,143,958 | $101.3 億 | 0.25% | −398,071−0.5% | 減碼 |
| BlackRock Inc. | 72,337,680 | $100.2 億 | 0.29% | +555,022+0.8% | 加碼 |
| State Street Corp | 37,046,694 | $51.3 億 | 0.28% | −1,196,183−3.1% | 減碼 |
| Capital World Investors | 36,753,164 | $50.9 億 | 1.01% | +55,017+0.1% | 加碼 |
| Capital International Investors | 21,323,094 | $29.5 億 | 0.75% | +440,449+2.1% | 加碼 |
| Geode Capital Management, LLC | 18,432,858 | $25.5 億 | 0.30% | +1,441,796+8.5% | 加碼 |
| Price T Rowe Associates Inc | 13,514,086 | $18.7 億 | 0.27% | +41,980+0.3% | 加碼 |
| Bank of New York Mellon Corp | 11,518,290 | $15.9 億 | 0.35% | −511,911−4.3% | 減碼 |
| FMR LLC | 10,763,387 | $14.9 億 | 0.13% | −948,674−8.1% | 減碼 |
| Northern Trust Corp | 10,032,850 | $13.9 億 | 0.27% | +456,865+4.8% | 加碼 |
| Morgan Stanley | 9,995,287 | $13.8 億 | 0.14% | +570,080+6.0% | 加碼 |
| Nuveen Asset Management, LLC | 9,488,079 | $13.1 億 | 0.46% | −121,251−1.3% | 減碼 |
| Goldman Sachs Group Inc | 9,284,067 | $12.9 億 | 0.33% | +2,317,814+33.3% | 加碼 |
| Norges Bank | 8,996,548 | $12.5 億 | 0.25% | +170,100+1.9% | 加碼 |
| Generation Investment Management LLP | 8,382,405 | $11.6 億 | 6.11% | −48,932−0.6% | 減碼 |
| Ameriprise Financial Inc | 7,841,920 | $10.9 億 | 0.36% | −526,482−6.3% | 減碼 |
| Matrix Capital Management Company, LP | 7,052,700 | $9.76 億 | 11.71% | 00.0% | 不變 |
| Davis Selected Advisers | 6,809,823 | $9.43 億 | 5.91% | −135,203−1.9% | 減碼 |
| Bank of America Corp | 6,617,690 | $9.16 億 | 0.11% | −701,558−9.6% | 減碼 |
| Invesco Ltd. | 6,211,738 | $8.60 億 | 0.23% | +1340.0% | 加碼 |
| Legal & General Group Plc | 6,139,594 | $8.50 億 | 0.30% | −195,024−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 5,980,710 | $8.28 億 | 0.37% | +265,112+4.6% | 加碼 |
| Pictet Asset Management Holding SA | 5,751,141 | $7.96 億 | 0.98% | +5,751,141 | 新進 |
| Deutsche Bank AG | 5,741,941 | $7.95 億 | 0.51% | −467,443−7.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,736,487 | $7.94 億 | 1.17% | +3,844,299+203.2% | 加碼 |
| Massachusetts Financial Services Co | 5,015,000 | $6.94 億 | 0.24% | −953,475−16.0% | 減碼 |
| American Century Companies Inc | 4,968,838 | $6.88 億 | 0.53% | +230,789+4.9% | 加碼 |
| Fisher Asset Management, LLC | 4,886,909 | $6.77 億 | 0.38% | +608,830+14.2% | 加碼 |
| Parnassus Investments | 4,460,729 | $6.18 億 | 1.51% | −1,213,156−21.4% | 減碼 |
| Charles Schwab Investment Management Inc | 4,428,005 | $6.13 億 | 0.18% | +5,220+0.1% | 加碼 |
| Lazard Asset Management LLC | 4,353,029 | $6.03 億 | 0.82% | −70,415−1.6% | 減碼 |
| Dimensional Fund Advisors LP | 4,140,010 | $5.73 億 | 0.19% | +45,222+1.1% | 加碼 |
| UBS Group AG | 3,945,533 | $5.46 億 | 0.25% | +151,629+4.0% | 加碼 |
| Swedbank AB | 3,716,174 | $5.15 億 | 0.94% | −733,194−16.5% | 減碼 |
| Cantillon Capital Management LLC | 3,560,096 | $4.93 億 | 3.66% | −13,921−0.4% | 減碼 |
| Van Eck Associates Corp | 3,529,689 | $4.89 億 | 1.07% | +32,622+0.9% | 加碼 |
| Franklin Resources Inc | 3,429,406 | $4.75 億 | 0.24% | +22,801+0.7% | 加碼 |
| Amundi | 3,340,102 | $4.71 億 | 0.23% | −1,390,842−29.4% | 減碼 |
| Primecap Management Co | 3,372,412 | $4.67 億 | 0.39% | −358,071−9.6% | 減碼 |
| FIL Ltd | 3,293,984 | $4.56 億 | 0.54% | +221,771+7.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,109,881 | $4.31 億 | 0.35% | −60,381−1.9% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,072,100 | $4.25 億 | 3.86% | −43,870−1.4% | 減碼 |
| JPMorgan Chase & Co | 3,023,550 | $4.19 億 | 0.05% | +219,868+7.8% | 加碼 |
| Allianz Asset Management GmbH | 2,809,730 | $3.89 億 | 0.79% | +495,812+21.4% | 加碼 |
| Boston Partners | 2,734,420 | $3.78 億 | 0.52% | −269,661−9.0% | 減碼 |
| Swiss National Bank | 2,701,100 | $3.74 億 | 0.29% | −351,100−11.5% | 減碼 |
| Barclays PLC | 2,666,333 | $3.69 億 | 0.24% | −1,226,597−31.5% | 減碼 |
| Impax Asset Management Group plc | 2,546,672 | $3.52 億 | 1.57% | −302,098−10.6% | 減碼 |
| Jennison Associates LLC | 2,480,780 | $3.43 億 | 0.29% | +793,610+47.0% | 加碼 |
| Royal Bank of Canada | 2,385,334 | $3.30 億 | 0.10% | +235,075+10.9% | 加碼 |
| Ensign Peak Advisors, Inc | 2,288,833 | $3.17 億 | 0.68% | −333,110−12.7% | 減碼 |
| California Public Employees Retirement System | 2,161,556 | $2.99 億 | 0.26% | +6,466+0.3% | 加碼 |
| Voya Investment Management LLC | 2,025,223 | $2.80 億 | 0.31% | −410,768−16.9% | 減碼 |
| HSBC Holdings PLC | 2,020,418 | $2.80 億 | 0.31% | −101,350−4.8% | 減碼 |
| New York State Common Retirement Fund | 1,978,309 | $2.74 億 | 0.39% | −271,068−12.1% | 減碼 |
| Balyasny Asset Management LLC | 1,966,426 | $2.72 億 | 0.76% | +1,933,237+5,824.9% | 加碼 |
| Alliancebernstein L.P. | 1,935,695 | $2.68 億 | 0.11% | −833,517−30.1% | 減碼 |
| Nordea Investment Management AB | 1,862,178 | $2.61 億 | 0.36% | +169,027+10.0% | 加碼 |
| Citigroup Inc | 1,850,172 | $2.56 億 | 0.37% | −102,043−5.2% | 減碼 |
| Wells Fargo & Company | 1,845,664 | $2.56 億 | 0.08% | −181,866−9.0% | 減碼 |
| First Trust Advisors LP | 1,828,276 | $2.53 億 | 0.30% | +553,476+43.4% | 加碼 |
| Credit Suisse AG | 1,686,303 | $2.33 億 | 0.24% | −29,233−1.7% | 減碼 |
| Rhumbline Advisers | 1,658,179 | $2.30 億 | 0.27% | −13,681−0.8% | 減碼 |
| Neuberger Berman Group LLC | 1,655,828 | $2.29 億 | 0.21% | +622,712+60.3% | 加碼 |
| Naya Capital Management UK Ltd | 1,640,306 | $2.27 億 | 23.10% | +227,388+16.1% | 加碼 |
| National Pension Service | 1,681,902 | $2.26 億 | 0.36% | +34,538+2.1% | 加碼 |
| LSV Asset Management | 1,580,728 | $2.19 億 | 0.51% | −205,732−11.5% | 減碼 |
| Rafferty Asset Management, LLC | 1,570,546 | $2.17 億 | 1.28% | −169,904−9.8% | 減碼 |
| Putnam Investments LLC | 1,495,024 | $2.07 億 | 0.31% | −322,267−17.7% | 減碼 |
| Coatue Management LLC大師Coatue | 1,468,915 | $2.03 億 | 1.03% | −693,669−32.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,437,737 | $1.99 億 | 0.44% | +396,431+38.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,433,388 | $1.98 億 | 0.37% | −12,944−0.9% | 減碼 |
| California State Teachers Retirement System | 1,341,183 | $1.86 億 | 0.29% | −56,998−4.1% | 減碼 |
| AXA S.A. | 1,319,940 | $1.83 億 | 0.64% | +657,776+99.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,297,795 | $1.80 億 | 0.53% | +822,398+173.0% | 加碼 |
| KBC Group NV | 1,175,319 | $1.63 億 | 0.66% | +197,882+20.2% | 加碼 |
| Macquarie Group Ltd | 1,174,584 | $1.63 億 | 0.20% | −33,626−2.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,171,016 | $1.62 億 | 0.36% | +73,364+6.7% | 加碼 |
| Millennium Management LLC | 1,165,245 | $1.61 億 | 0.17% | +700,714+150.8% | 加碼 |
| AQR Capital Management LLC | 1,120,796 | $1.55 億 | 0.32% | +304,803+37.4% | 加碼 |
| Envestnet Asset Management Inc | 1,101,469 | $1.52 億 | 0.07% | +183,105+19.9% | 加碼 |
| Bank of Montreal | 1,101,961 | $1.52 億 | 0.06% | +104,510+10.5% | 加碼 |
| Victory Capital Management Inc | 1,068,445 | $1.48 億 | 0.17% | +223,984+26.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,063,953 | $1.47 億 | 0.45% | +587,441+123.3% | 加碼 |
| Principal Financial Group Inc | 1,063,905 | $1.47 億 | 0.11% | −77,472−6.8% | 減碼 |
| Janus Henderson Group PLC | 1,057,967 | $1.46 億 | 0.10% | +96,866+10.1% | 加碼 |
| Toronto Dominion Bank | 1,027,050 | $1.42 億 | 0.12% | −374,230−26.7% | 減碼 |
| ProShare Advisors LLC | 1,009,787 | $1.40 億 | 0.44% | +129,418+14.7% | 加碼 |
| Vontobel Holding Ltd. | 1,009,067 | $1.40 億 | 1.29% | −64,441−6.0% | 減碼 |
| Great West Life Assurance Co | 1,006,537 | $1.39 億 | 0.33% | −37,367−3.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 998,480 | $1.38 億 | 0.33% | +48,523+5.1% | 加碼 |
| Royal London Asset Management Ltd | 997,218 | $1.38 億 | 0.45% | +55,198+5.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 989,552 | $1.37 億 | 0.34% | −82,218−7.7% | 減碼 |
| Prudential Financial Inc | 953,981 | $1.32 億 | 0.21% | −17,891−1.8% | 減碼 |
| Harding Loevner LP | 945,174 | $1.31 億 | 0.86% | −130,465−12.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 926,917 | $1.28 億 | 0.84% | +500,900+117.6% | 加碼 |
| Abrams Bison Investments, LLC | 924,000 | $1.28 億 | 14.06% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 900,855 | $1.26 億 | 0.29% | −524,389−36.8% | 減碼 |
| Renaissance Technologies LLC | 909,648 | $1.26 億 | 0.21% | +160,600+21.4% | 加碼 |
| Panagora Asset Management Inc | 906,553 | $1.26 億 | 0.78% | +91,234+11.2% | 加碼 |