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 |
|---|---|---|---|---|---|
| Mizuho Markets Cayman LP | 189,526 | $2,624 萬 | 11.62% | −12,752−6.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 191,700 | $2,654 萬 | 0.27% | −30,935−13.9% | 減碼 |
| Longbow Finance SA | 193,037 | $2,673 萬 | 3.21% | −663−0.3% | 減碼 |
| DnB Asset Management AS | 193,767 | $2,683 萬 | 0.16% | +5,471+2.9% | 加碼 |
| Guinness Asset Management LTD | 194,409 | $2,692 萬 | 0.62% | +10,889+5.9% | 加碼 |
| Squarepoint Ops LLC | 201,093 | $2,784 萬 | 0.13% | +80,493+66.7% | 加碼 |
| Analog Century Management LP | 201,601 | $2,791 萬 | 7.48% | +25,631+14.6% | 加碼 |
| Mackenzie Financial Corp | 204,511 | $2,796 萬 | 0.05% | +44,582+27.9% | 加碼 |
| Intech Investment Management LLC | 203,418 | $2,816 萬 | 0.42% | +103,083+102.7% | 加碼 |
| Canada Pension Plan Investment Board | 203,913 | $2,823 萬 | 0.04% | +39,127+23.7% | 加碼 |
| Xponance, Inc. | 204,598 | $2,833 萬 | 0.39% | +324+0.2% | 加碼 |
| Trexquant Investment LP | 204,785 | $2,835 萬 | 0.71% | −18,013−8.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 207,028 | $2,866 萬 | 0.05% | +20,491+11.0% | 加碼 |
| Grandfield & Dodd, LLC | 210,458 | $2,914 萬 | 2.14% | −3,424−1.6% | 減碼 |
| Norris Perne & French LLP | 215,295 | $2,981 萬 | 2.60% | −232−0.1% | 減碼 |
| Boston Common Asset Management, LLC | 215,370 | $2,982 萬 | 0.71% | −35,943−14.3% | 減碼 |
| Forsta Ap-Fonden | 219,500 | $3,039 萬 | 0.34% | −3,300−1.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 219,949 | $3,045 萬 | 0.75% | −672−0.3% | 減碼 |
| iA Global Asset Management Inc. | 224,065 | $3,102 萬 | 0.82% | +18,744+9.1% | 加碼 |
| Cambiar Investors LLC | 225,385 | $3,120 萬 | 1.33% | −59,075−20.8% | 減碼 |
| Comerica Bank | 226,953 | $3,142 萬 | 0.16% | −839,683−78.7% | 減碼 |
| Amalgamated Bank | 227,298 | $3,147 萬 | 0.27% | −5,697−2.4% | 減碼 |
| Renaissance Group LLC | 227,379 | $3,148 萬 | 1.44% | −4,474−1.9% | 減碼 |
| Assetmark, Inc | 229,069 | $3,171 萬 | 0.13% | −11,016−4.6% | 減碼 |
| Cardinal Capital Management, Inc. | 231,810 | $3,209 萬 | 1.67% | −1,839−0.8% | 減碼 |
| Sit Investment Associates Inc | 231,855 | $3,210 萬 | 0.88% | +500.0% | 加碼 |
| Harbor Island Capital LLC | 233,367 | $3,231 萬 | 18.67% | −6,666−2.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 233,743 | $3,236 萬 | 0.40% | +135,926+139.0% | 加碼 |
| Dundas Partners LLP | 234,053 | $3,241 萬 | 3.19% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 230,993 | $3,266 萬 | 0.74% | −2,501−1.1% | 減碼 |
| Calamos Advisors LLC | 235,977 | $3,267 萬 | 0.18% | −19,860−7.8% | 減碼 |
| MetLife Investment Management | 237,525 | $3,289 萬 | 0.26% | −6,690−2.7% | 減碼 |
| Arizona State Retirement System | 237,693 | $3,291 萬 | 0.28% | −3,880−1.6% | 減碼 |
| Gillespie Robinson & Grimm Inc | 237,970 | $3,295 萬 | 3.30% | +7,523+3.3% | 加碼 |
| Formuepleje A/S | 238,676 | $3,304 萬 | 3.07% | −10,349−4.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 239,117 | $3,311 萬 | 0.51% | +145,319+154.9% | 加碼 |
| CIBC Asset Management Inc | 242,609 | $3,359 萬 | 0.14% | +19,028+8.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 247,821 | $3,431 萬 | 0.80% | −17,341−6.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 253,196 | $3,505 萬 | 0.48% | −79,436−23.9% | 減碼 |
| Holocene Advisors, LP | 256,244 | $3,548 萬 | 0.16% | +256,244 | 新進 |
| Peapack Gladstone Financial Corp | 265,588 | $3,677 萬 | 0.68% | +443+0.2% | 加碼 |
| Value Aligned Research Advisors, LLC | 266,901 | $3,695 萬 | 11.64% | +15,666+6.2% | 加碼 |
| Broad Run Investment Management, LLC | 269,020 | $3,725 萬 | 4.92% | −5,977−2.2% | 減碼 |
| State of Michigan Retirement System | 272,055 | $3,767 萬 | 0.24% | −10,900−3.9% | 減碼 |
| Bradley Foster & Sargent Inc | 265,783 | $3,842 萬 | 0.81% | 00.0% | 不變 |
| Grassi Investment Management | 278,116 | $3,851 萬 | 4.43% | −200−0.1% | 減碼 |
| Tredje AP-fonden | 280,636 | $3,885 萬 | 0.57% | +172,540+159.6% | 加碼 |
| Bank of Nova Scotia | 286,616 | $3,968 萬 | 0.10% | +24,167+9.2% | 加碼 |
| Aviva PLC | 286,862 | $3,972 萬 | 0.17% | −10,290−3.5% | 減碼 |
| Manning & Napier Group, LLC | 294,227 | $4,074 萬 | 0.50% | −404,864−57.9% | 減碼 |
| ABN AMRO Bank N.V. | 295,387 | $4,090 萬 | 0.74% | +1,465+0.5% | 加碼 |
| Handelsbanken Fonder AB | 296,277 | $4,102 萬 | 0.23% | +3,756+1.3% | 加碼 |
| Mercer Global Advisors Inc | 297,489 | $4,119 萬 | 0.16% | +31,122+11.7% | 加碼 |
| Commonwealth Equity Services, LLC | 298,553 | $4,134 萬 | 0.09% | −20,967−6.6% | 減碼 |
| Nisa Investment Advisors, LLC | 300,232 | $4,157 萬 | 0.32% | +3,347+1.1% | 加碼 |
| State of Tennessee, Treasury Department | 304,582 | $4,217 萬 | 0.17% | +81,304+36.4% | 加碼 |
| Lazard Freres Gestion S.A.S. | 318,117 | $4,262 萬 | 1.35% | +126,527+66.0% | 加碼 |
| Capital Advisors Inc | 309,616 | $4,287 萬 | 1.12% | +13,960+4.7% | 加碼 |
| American International Group, Inc. | 312,250 | $4,323 萬 | 0.28% | +6,620+2.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 316,420 | $4,381 萬 | 0.08% | +18,247+6.1% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $4,432 萬 | 2.22% | 00.0% | 不變 |
| Boston Trust Walden Corp | 325,346 | $4,504 萬 | 0.38% | +44,232+15.7% | 加碼 |
| Mariner, LLC | 331,802 | $4,594 萬 | 0.12% | +33,969+11.4% | 加碼 |
| British Columbia Investment Management Corp | 335,109 | $4,640 萬 | 0.44% | −80,885−19.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 335,472 | $4,645 萬 | 1.89% | −8,614−2.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 354,000 | $4,901 萬 | 0.68% | −58,000−14.1% | 減碼 |
| Crestwood Advisors Group LLC | 355,316 | $4,919 萬 | 1.29% | +17,119+5.1% | 加碼 |
| CI Private Wealth, LLC | 361,868 | $5,009 萬 | 0.12% | +20,405+6.0% | 加碼 |
| QRG Capital Management, Inc. | 362,292 | $5,016 萬 | 0.87% | +362,292 | 新進 |
| Candriam Luxembourg S.C.A. | 363,676 | $5,035 萬 | 0.41% | +225,807+163.8% | 加碼 |
| Advisor Group Holdings, Inc. | 365,044 | $5,056 萬 | 0.07% | +130,292+55.5% | 加碼 |
| Teacher Retirement System of Texas | 366,632 | $5,076 萬 | 0.34% | +89,683+32.4% | 加碼 |
| Tocqueville Asset Management L.P. | 367,147 | $5,083 萬 | 0.97% | −23,820−6.1% | 減碼 |
| Kempen Capital Management N.V. | 374,931 | $5,191 萬 | 0.96% | −56,481−13.1% | 減碼 |
| STRS Ohio | 374,985 | $5,192 萬 | 0.23% | −3,930−1.0% | 減碼 |
| Virginia Retirement Systems Et Al | 382,530 | $5,296 萬 | 0.52% | −2,500−0.6% | 減碼 |
| Asset Management One Co.,Ltd. | 383,041 | $5,303 萬 | 0.24% | +716+0.2% | 加碼 |
| SEI Investments Co | 384,820 | $5,328 萬 | 0.10% | +21,926+6.0% | 加碼 |
| Sound Shore Management Inc | 390,197 | $5,402 萬 | 2.07% | −1,804−0.5% | 減碼 |
| Korea Investment CORP | 390,349 | $5,404 萬 | 0.16% | −43,808−10.1% | 減碼 |
| Brandes Investment Partners, LP | 394,139 | $5,457 萬 | 1.07% | −176,450−30.9% | 減碼 |
| Earnest Partners LLC | 395,193 | $5,471 萬 | 0.32% | +1,018+0.3% | 加碼 |
| Treasurer of the State of North Carolina | 398,191 | $5,513 萬 | 0.30% | +3,144+0.8% | 加碼 |
| Whittier Trust Co | 406,014 | $5,621 萬 | 1.00% | +1,374+0.3% | 加碼 |
| LPL Financial LLC | 406,390 | $5,626 萬 | 0.04% | +9,934+2.5% | 加碼 |
| First Republic Investment Management, Inc. | 408,689 | $5,658 萬 | 0.16% | +408,689 | 新進 |
| Mn Services Vermogensbeheer B.V. | 412,062 | $5,705 萬 | 0.55% | +6,700+1.7% | 加碼 |
| M&T Bank Corp | 414,141 | $5,734 萬 | 0.23% | +7,654+1.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 416,035 | $5,760 萬 | 0.07% | +15,082+3.8% | 加碼 |
| Jane Street Group, LLC | 423,291 | $5,860 萬 | 0.09% | +40,308+10.5% | 加碼 |
| UniSuper Management Pty Ltd | 423,946 | $5,870 萬 | 0.72% | 00.0% | 不變 |
| Munro Partners | 427,948 | $5,925 萬 | 2.99% | +98,053+29.7% | 加碼 |
| Vulcan Value Partners, LLC | 430,707 | $5,966 萬 | 0.91% | −553,736−56.2% | 減碼 |
| Public Employees Retirement System of Ohio | 441,551 | $6,113 萬 | 0.27% | −34,702−7.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 446,882 | $6,187 萬 | 0.32% | +182,415+69.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 452,154 | $6,260 萬 | 0.05% | −6,925−1.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 454,604 | $6,294 萬 | 0.55% | −26,617−5.5% | 減碼 |
| HighTower Advisors, LLC | 464,466 | $6,431 萬 | 0.12% | +27,348+6.3% | 加碼 |
| National Bank of Canada | 468,206 | $6,521 萬 | 0.12% | +72,288+18.3% | 加碼 |
| Citadel Advisors LLC | 477,609 | $6,612 萬 | 0.07% | +128,169+36.7% | 加碼 |