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 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
- 6.70 億
- 較 2023 年第 2 季 +791.8 萬 (+1.2%)
- 總市值
- $928.1 億
- 較 2023 年第 2 季 −$25.2 億 (−2.6%)
- 新進機構
- 158
- 另有 698 家加碼
- 清倉機構
- 112
- 另有 703 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 | 3,520 | $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 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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 53,909 | $746.4 萬 | 0.09% | −3,604−6.3% | 減碼 |
| Colonial Trust Advisors | 54,495 | $754.5 萬 | 0.86% | −427−0.8% | 減碼 |
| William Allan, LLC | 55,373 | $766.6 萬 | 6.07% | −747−1.3% | 減碼 |
| CTC LLC | 55,515 | $768.6 萬 | 0.35% | +34,313+161.8% | 加碼 |
| SFMG, LLC | 55,630 | $770.2 萬 | 0.79% | +947+1.7% | 加碼 |
| Fund Management at Engine No. 1 LLC | 56,029 | $775.7 萬 | 1.23% | −27,203−32.7% | 減碼 |
| Glassy Mountain Advisors, Inc. | 56,838 | $792.9 萬 | 3.78% | −3,275−5.4% | 減碼 |
| Larson Financial Group LLC | 57,308 | $793.4 萬 | 0.78% | −248−0.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 57,659 | $798.3 萬 | 0.14% | +1,391+2.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 58,244 | $806.4 萬 | 0.25% | +34,860+149.1% | 加碼 |
| Jamison Private Wealth Management, Inc. | 58,319 | $807.4 萬 | 1.67% | +58,319 | 新進 |
| Maytus Capital Management, LLC | 58,500 | $809.9 萬 | 4.51% | +58,500 | 新進 |
| Hartford Investment Management Co | 58,558 | $810.7 萬 | 0.32% | −2,064−3.4% | 減碼 |
| F&V Capital Management, LLC | 59,651 | $825.9 萬 | 2.83% | −360−0.6% | 減碼 |
| Cresset Asset Management, LLC | 59,788 | $827.8 萬 | 0.06% | +3,364+6.0% | 加碼 |
| Securian Asset Management, Inc | 60,261 | $834.3 萬 | 0.25% | −10,657−15.0% | 減碼 |
| Symmetry Investments LP | 60,356 | $835.6 萬 | 2.43% | +14,488+31.6% | 加碼 |
| Oppenheimer & Co Inc | 60,648 | $839.7 萬 | 0.17% | +2,405+4.1% | 加碼 |
| Liontrust Investment Partners LLP | 61,000 | $844.6 萬 | 0.13% | +61,000 | 新進 |
| General American Investors Co Inc | 61,652 | $853.6 萬 | 0.77% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 61,767 | $855.2 萬 | 0.10% | −4,333−6.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 62,040 | $858.9 萬 | 0.13% | −13,904−18.3% | 減碼 |
| Savoie Capital LLC | 62,045 | $859.0 萬 | 2.25% | +62,045 | 新進 |
| MBB Public Markets I LLC | 62,322 | $862.8 萬 | 0.58% | −1,640−2.6% | 減碼 |
| Cantor Fitzgerald, L. P. | 62,502 | $865.3 萬 | 0.23% | −599−0.9% | 減碼 |
| Evercore Wealth Management, LLC | 63,360 | $877.2 萬 | 0.16% | +1,327+2.1% | 加碼 |
| Trillium Asset Management, LLC | 64,654 | $895.1 萬 | 0.27% | −25,127−28.0% | 減碼 |
| Maryland State Retirement & Pension System | 65,020 | $900.2 萬 | 0.21% | +531+0.8% | 加碼 |
| Marvin & Palmer Associates Inc | 65,056 | $900.7 萬 | 5.84% | −14,553−18.3% | 減碼 |
| Brown Advisory Inc | 65,361 | $904.9 萬 | 0.01% | +9,292+16.6% | 加碼 |
| Pinebridge Investments, L.P. | 65,623 | $908.6 萬 | 0.10% | −3,710−5.4% | 減碼 |
| Connectus Wealth, LLC | 65,645 | $909.2 萬 | 0.20% | +21,300+48.0% | 加碼 |
| Buckingham Capital Management, Inc. | 67,137 | $929.5 萬 | 1.42% | +2,445+3.8% | 加碼 |
| Ieq Capital, LLC | 67,261 | $931.2 萬 | 0.19% | −427−0.6% | 減碼 |
| Holderness Investments Co | 68,049 | $942.1 萬 | 3.67% | −1,725−2.5% | 減碼 |
| Hoylecohen, LLC | 68,722 | $951.5 萬 | 0.88% | +314+0.5% | 加碼 |
| Intermede Investment Partners Ltd | 68,994 | $955.2 萬 | 0.24% | −13,153−16.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 69,478 | $961.9 萬 | 0.75% | +69+0.1% | 加碼 |
| Bard Financial Services, Inc. | 70,075 | $970.2 萬 | 1.20% | +125+0.2% | 加碼 |
| Hosking Partners LLP | 70,254 | $972.7 萬 | 0.43% | +2,118+3.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 70,284 | $973.1 萬 | 0.30% | +737+1.1% | 加碼 |
| Roanoke Asset Management Corp | 70,845 | $980.8 萬 | 4.02% | −490−0.7% | 減碼 |
| Captrust Financial Advisors | 71,102 | $984.4 萬 | 0.04% | −6,470−8.3% | 減碼 |
| Capital Investment Counsel, Inc | 71,375 | $988.2 萬 | 1.99% | −1,217−1.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 71,848 | $994.7 萬 | 0.20% | +4,623+6.9% | 加碼 |
| Kentucky Retirement Systems | 71,946 | $996.1 萬 | 0.35% | +3,997+5.9% | 加碼 |
| JustInvest LLC | 73,176 | $1,013 萬 | 0.30% | +4,986+7.3% | 加碼 |
| Aptus Capital Advisors, LLC | 73,370 | $1,016 萬 | 0.30% | −4,552−5.8% | 減碼 |
| Jacobs & Co | 73,552 | $1,018 萬 | 1.27% | −4,447−5.7% | 減碼 |
| Annex Advisory Services, LLC | 73,550 | $1,018 萬 | 0.62% | +9,768+15.3% | 加碼 |
| Huntington National Bank | 73,615 | $1,019 萬 | 0.10% | −2,413−3.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 73,774 | $1,021 萬 | 0.05% | +73,774 | 新進 |
| Churchill Management Corp | 73,963 | $1,024 萬 | 0.17% | −4,229−5.4% | 減碼 |
| Mission Wealth Management, LP | 74,103 | $1,026 萬 | 0.39% | +4,212+6.0% | 加碼 |
| Baader Bank INC | 74,138 | $1,026 萬 | 0.93% | −26,000−26.0% | 減碼 |
| LVM Capital Management Ltd | 74,525 | $1,032 萬 | 1.45% | +11,845+18.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,560 | $1,032 萬 | 0.16% | +3,294+4.6% | 加碼 |
| Gateway Investment Advisers LLC | 74,709 | $1,034 萬 | 0.13% | −1,460−1.9% | 減碼 |
| D.A. Davidson & Co. | 74,982 | $1,038 萬 | 0.11% | +10,630+16.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 75,710 | $1,048 萬 | 0.36% | +533+0.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 76,000 | $1,052 萬 | 0.27% | +9,000+13.4% | 加碼 |
| Torray LLC | 76,014 | $1,052 萬 | 1.86% | 00.0% | 不變 |
| Shell Asset Management Co | 76,365 | $1,057 萬 | 0.44% | −1,103−1.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 77,235 | $1,069 萬 | 0.30% | −8,063−9.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 78,526 | $1,087 萬 | 0.11% | −15,621−16.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 78,571 | $1,088 萬 | 0.42% | +26,004+49.5% | 加碼 |
| Maple Capital Management, Inc. | 79,280 | $1,098 萬 | 1.25% | +351+0.4% | 加碼 |
| Blair William & Co | 79,864 | $1,106 萬 | 0.04% | −11,972−13.0% | 減碼 |
| Isthmus Partners, LLC | 80,806 | $1,119 萬 | 1.61% | −959−1.2% | 減碼 |
| Ardevora Asset Management LLP | 81,746 | $1,132 萬 | 0.56% | −181,154−68.9% | 減碼 |
| Cerity Partners LLC | 82,457 | $1,142 萬 | 0.06% | −22,857−21.7% | 減碼 |
| Girard Partners Ltd. | 83,285 | $1,153 萬 | 1.30% | −5,520−6.2% | 減碼 |
| Pathstone Family Office, LLC | 82,882 | $1,163 萬 | 0.09% | +43,405+110.0% | 加碼 |
| Citizens Financial Group Inc | 85,085 | $1,178 萬 | 0.48% | −2,888−3.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 85,915 | $1,189 萬 | 0.59% | +1,194+1.4% | 加碼 |
| DuPont Capital Management Corp | 86,265 | $1,194 萬 | 1.04% | +46,428+116.5% | 加碼 |
| Two Sigma Investments, LP | 87,101 | $1,206 萬 | 0.03% | +87,101 | 新進 |
| Brown Brothers Harriman & Co | 87,244 | $1,208 萬 | 0.11% | +1,607+1.9% | 加碼 |
| Cetera Investment Advisers | 87,323 | $1,209 萬 | 0.10% | −3,538−3.9% | 減碼 |
| Raymond James Trust N.A. | 87,867 | $1,217 萬 | 0.36% | −2,090−2.3% | 減碼 |
| Wealthfront Advisers LLC | 88,710 | $1,228 萬 | 0.05% | +8,371+10.4% | 加碼 |
| Carmel Capital Management L.L.C. | 89,945 | $1,245 萬 | 7.05% | −940−1.0% | 減碼 |
| Public Sector Pension Investment Board | 89,952 | $1,245 萬 | 0.09% | −43,353−32.5% | 減碼 |
| Kiltearn Partners LLP | 91,600 | $1,268 萬 | 1.00% | −148,500−61.8% | 減碼 |
| Walleye Capital LLC | 92,057 | $1,275 萬 | 0.19% | +92,057 | 新進 |
| Leuthold Group, LLC | 93,138 | $1,289 萬 | 1.81% | −1,712−1.8% | 減碼 |
| Cetera Advisor Networks LLC | 93,693 | $1,297 萬 | 0.08% | +1,444+1.6% | 加碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,299 萬 | 3.11% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 94,093 | $1,303 萬 | 0.44% | +1,545+1.7% | 加碼 |
| Grimes & Company, Inc. | 96,335 | $1,334 萬 | 0.52% | +1,503+1.6% | 加碼 |
| AE Wealth Management LLC | 96,405 | $1,335 萬 | 0.08% | +7,116+8.0% | 加碼 |
| ExodusPoint Capital Management, LP | 96,494 | $1,336 萬 | 0.17% | +69,498+257.4% | 加碼 |
| Sandler Capital Management | 97,300 | $1,347 萬 | 2.28% | +40,887+72.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 97,317 | $1,347 萬 | 1.03% | +97,317 | 新進 |
| Ethic Inc. | 98,009 | $1,357 萬 | 0.48% | +29,160+42.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 98,450 | $1,363 萬 | 3.08% | −609−0.6% | 減碼 |
| Two Sigma Advisers, LP | 98,700 | $1,367 萬 | 0.04% | +98,700 | 新進 |
| LGT Group Foundation | 98,038 | $1,368 萬 | 0.34% | −1,033−1.0% | 減碼 |
| Callahan Advisors, LLC | 100,800 | $1,396 萬 | 1.75% | −5,252−5.0% | 減碼 |
| CCM Investment Advisers LLC | 100,939 | $1,398 萬 | 1.93% | −522−0.5% | 減碼 |