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 |
|---|---|---|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 101,060 | $1,399 萬 | 0.38% | +51,560+104.2% | 加碼 |
| Curi Capital | 101,559 | $1,406 萬 | 2.16% | −6,272−5.8% | 減碼 |
| California First Leasing Corp | 102,000 | $1,412 萬 | 8.17% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 102,720 | $1,422 萬 | 0.43% | −43,612−29.8% | 減碼 |
| Profund Advisors LLC | 104,414 | $1,446 萬 | 0.80% | +16,127+18.3% | 加碼 |
| BancorpSouth Bank | 104,730 | $1,450 萬 | 1.28% | −843−0.8% | 減碼 |
| Acadian Asset Management LLC | 104,781 | $1,450 萬 | 0.06% | −130,122−55.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 105,522 | $1,461 萬 | 0.07% | +4,683+4.6% | 加碼 |
| Eastern Bank | 105,823 | $1,465 萬 | 0.73% | −42,919−28.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 107,144 | $1,483 萬 | 0.33% | +125+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 107,587 | $1,490 萬 | 0.50% | −26,712−19.9% | 減碼 |
| Lountzis Asset Management, LLC | 107,829 | $1,493 萬 | 8.34% | 00.0% | 不變 |
| First Foundation Advisors | 108,054 | $1,496 萬 | 0.70% | +7,680+7.7% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,521 萬 | 2.44% | 00.0% | 不變 |
| Blue Whale Capital LLP | 110,000 | $1,523 萬 | 2.45% | +110,000 | 新進 |
| Bokf, NA | 116,107 | $1,537 萬 | 0.34% | −112−0.1% | 減碼 |
| Keybank National Association | 112,279 | $1,555 萬 | 0.07% | −3,311−2.9% | 減碼 |
| Federated Hermes, Inc. | 112,478 | $1,557 萬 | 0.04% | +57,791+105.7% | 加碼 |
| Power Corp of Canada | 112,546 | $1,558 萬 | 0.98% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 112,749 | $1,561 萬 | 0.63% | −2,403−2.1% | 減碼 |
| Cullinan Associates Inc | 113,103 | $1,566 萬 | 0.91% | +23,124+25.7% | 加碼 |
| Janney Montgomery Scott LLC | 113,183 | $1,567 萬 | 0.06% | +14,696+14.9% | 加碼 |
| Cumberland Partners Ltd | 114,375 | $1,584 萬 | 1.52% | +26,430+30.1% | 加碼 |
| Capital International Inc | 116,415 | $1,612 萬 | 0.31% | +10,913+10.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 116,543 | $1,614 萬 | 1.25% | +917+0.8% | 加碼 |
| Payden & Rygel | 116,810 | $1,617 萬 | 1.27% | −3,000−2.5% | 減碼 |
| Payden & Rygel Investment Group | 116,810 | $1,617 萬 | 1.27% | +116,810 | 新進 |
| NewEdge Wealth, LLC | 116,881 | $1,618 萬 | 0.51% | +29,742+34.1% | 加碼 |
| Stanley Capital Management, LLC | 117,300 | $1,624 萬 | 4.33% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 117,564 | $1,628 萬 | 0.20% | −4,045−3.3% | 減碼 |
| Pinnacle Associates Ltd | 117,714 | $1,630 萬 | 0.30% | −4,053−3.3% | 減碼 |
| Louisiana State Employees Retirement System | 118,100 | $1,635 萬 | 0.38% | +13,300+12.7% | 加碼 |
| MML Investors Services, LLC | 119,163 | $1,650 萬 | 0.09% | +25,732+27.5% | 加碼 |
| Financial Counselors Inc | 119,772 | $1,658 萬 | 0.33% | −684−0.6% | 減碼 |
| Yousif Capital Management, LLC | 121,101 | $1,677 萬 | 0.21% | −4,690−3.7% | 減碼 |
| Daiwa Securities Group Inc. | 109,855 | $1,688 萬 | 0.12% | +13,304+13.8% | 加碼 |
| Lido Advisors, LLC | 124,348 | $1,722 萬 | 0.19% | +16,523+15.3% | 加碼 |
| Baker Avenue Asset Management, LP | 124,537 | $1,724 萬 | 0.86% | −792−0.6% | 減碼 |
| Talbot Financial, LLC | 125,171 | $1,733 萬 | 3.02% | +458+0.4% | 加碼 |
| Managed Asset Portfolios, LLC | 126,026 | $1,745 萬 | 2.67% | −38,145−23.2% | 減碼 |
| Nissay Asset Management Corp | 127,237 | $1,762 萬 | 0.16% | +7,800+6.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 127,452 | $1,765 萬 | 0.02% | +71,975+129.7% | 加碼 |
| Trust Co of Vermont | 127,897 | $1,771 萬 | 1.20% | +1,271+1.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 128,116 | $1,774 萬 | 0.09% | −7,525−5.5% | 減碼 |
| PGGM Investments | 128,882 | $1,784 萬 | 0.31% | +21,059+19.5% | 加碼 |
| New York Life Investment Management LLC | 130,954 | $1,813 萬 | 0.20% | −1,802−1.4% | 減碼 |
| State of Alaska, Department of Revenue | 131,593 | $1,822 萬 | 0.23% | −4,850−3.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 132,103 | $1,829 萬 | 1.19% | −64,945−33.0% | 減碼 |
| SG Americas Securities, LLC | 132,842 | $1,839 萬 | 0.25% | +47,094+54.9% | 加碼 |
| Foundry Partners, LLC | 132,907 | $1,840 萬 | 1.15% | +32,830+32.8% | 加碼 |
| Harvest Portfolios Group Inc. | 133,061 | $1,842 萬 | 0.87% | +133,061 | 新進 |
| Capital International Ltd | 133,239 | $1,845 萬 | 1.06% | −679−0.5% | 減碼 |
| Steel Peak Wealth Management LLC | 133,629 | $1,850 萬 | 1.17% | +40,699+43.8% | 加碼 |
| Rheos Capital Works Inc. | 134,300 | $1,859 萬 | 1.12% | −29,600−18.1% | 減碼 |
| Capital International Sarl | 135,416 | $1,875 萬 | 0.86% | +10,351+8.3% | 加碼 |
| Ossiam | 142,222 | $1,969 萬 | 0.35% | −54,190−27.6% | 減碼 |
| CIBC World Markets Corp | 142,578 | $1,974 萬 | 0.19% | −49,779−25.9% | 減碼 |
| Pacer Advisors, Inc. | 142,818 | $1,977 萬 | 0.08% | −3,378−2.3% | 減碼 |
| Utah Retirement Systems | 145,607 | $2,016 萬 | 0.29% | +700+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 146,332 | $2,026 萬 | 0.38% | +9,645+7.1% | 加碼 |
| South Dakota Investment Council | 146,450 | $2,028 萬 | 0.46% | −56,492−27.8% | 減碼 |
| Willis Investment Counsel | 146,514 | $2,028 萬 | 1.54% | −18,722−11.3% | 減碼 |
| Czech National Bank | 146,770 | $2,032 萬 | 0.32% | +46,725+46.7% | 加碼 |
| Eisler Capital (UK) Ltd. | 147,427 | $2,041 萬 | 0.89% | +16,666+12.7% | 加碼 |
| First Nebraska Trust Co | 147,465 | $2,042 萬 | 2.53% | +3,170+2.2% | 加碼 |
| Hancock Whitney Corp | 148,456 | $2,055 萬 | 0.85% | +7,355+5.2% | 加碼 |
| Swiss Life Asset Management Ltd | 148,590 | $2,057 萬 | 0.32% | +3,299+2.3% | 加碼 |
| McGuire Investment Group, LLC | 148,881 | $2,061 萬 | 3.97% | −7,579−4.8% | 減碼 |
| Shelton Capital Management | 149,670 | $2,072 萬 | 0.76% | +34,135+29.5% | 加碼 |
| Biechele Royce Advisors | 150,754 | $2,087 萬 | 7.69% | −2,574−1.7% | 減碼 |
| Main Street Research LLC | 151,135 | $2,092 萬 | 2.16% | +59,576+65.1% | 加碼 |
| LMCG Investments, LLC | 152,518 | $2,112 萬 | 1.43% | −7,161−4.5% | 減碼 |
| Achmea Investment Management B.V. | 154,498 | $2,139 萬 | 0.47% | +2,227+1.5% | 加碼 |
| Cohen Capital Management, Inc. | 155,263 | $2,150 萬 | 4.40% | 00.0% | 不變 |
| CIBC World Markets Inc. | 157,915 | $2,186 萬 | 0.08% | +19,988+14.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 158,835 | $2,199 萬 | 2.60% | −4,655−2.8% | 減碼 |
| Baird Financial Group, Inc. | 159,140 | $2,203 萬 | 0.06% | +13,488+9.3% | 加碼 |
| Vident Advisory, LLC | 163,152 | $2,259 萬 | 0.70% | +163,152 | 新進 |
| Bragg Financial Advisors, Inc | 163,606 | $2,265 萬 | 1.20% | +1,033+0.6% | 加碼 |
| North Growth Management Ltd. | 164,000 | $2,273 萬 | 5.04% | −4,000−2.4% | 減碼 |
| Gotham Asset Management, LLC | 164,751 | $2,281 萬 | 0.47% | +39,194+31.2% | 加碼 |
| Railway Pension Investments Ltd | 165,768 | $2,295 萬 | 0.25% | +70,000+73.1% | 加碼 |
| Osterweis Capital Management Inc | 166,414 | $2,304 萬 | 1.69% | −5,171−3.0% | 減碼 |
| Silvant Capital Management LLC | 167,327 | $2,317 萬 | 1.40% | −1,645−1.0% | 減碼 |
| Creative Planning | 167,868 | $2,324 萬 | 0.03% | +10,724+6.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,846 | $2,338 萬 | 0.19% | +21,455+14.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 169,172 | $2,342 萬 | 0.31% | −10,900−6.1% | 減碼 |
| AMF Pensionsforsakring AB | 169,722 | $2,351 萬 | 0.23% | 00.0% | 不變 |
| Henshaw Capital LLC | 171,300 | $2,372 萬 | 1.37% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 173,293 | $2,399 萬 | 0.32% | +4,482+2.7% | 加碼 |
| Texas Permanent School Fund | 173,526 | $2,402 萬 | 0.23% | −3,701−2.1% | 減碼 |
| La Banque Postale Asset Management SA | 174,111 | $2,411 萬 | 0.54% | −780−0.4% | 減碼 |
| Flossbach Von Storch AG | 174,413 | $2,415 萬 | 0.11% | +135,997+354.0% | 加碼 |
| Clearbridge Investments, LLC | 178,872 | $2,476 萬 | 0.02% | −6,754−3.6% | 減碼 |
| Busey Wealth Management | 180,464 | $2,499 萬 | 1.07% | −1,908−1.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 183,340 | $2,538 萬 | 0.38% | −17,702−8.8% | 減碼 |
| Banco Santander, S.A. | 184,418 | $2,553 萬 | 0.36% | +41,894+29.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 187,567 | $2,597 萬 | 0.09% | +182,421+3,544.9% | 加碼 |
| USS Investment Management Ltd | 188,319 | $2,607 萬 | 0.29% | +2,452+1.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 188,201 | $2,608 萬 | 0.35% | +25,984+16.0% | 加碼 |