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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 479,833 | $6,643 萬 | 0.24% | −22,946−4.6% | 減碼 |
| Capital Fund Management S.A. | 483,670 | $6,696 萬 | 0.90% | +3,845+0.8% | 加碼 |
| Wedge Capital Management L L P | 491,096 | $6,799 萬 | 1.34% | −63,994−11.5% | 減碼 |
| Guggenheim Capital LLC | 501,511 | $6,943 萬 | 0.60% | +18,296+3.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 507,090 | $7,021 萬 | 0.28% | −17,800−3.4% | 減碼 |
| Erste Asset Management GmbH | 512,612 | $7,075 萬 | 1.22% | −32,889−6.0% | 減碼 |
| Natixis Advisors, L.P. | 511,562 | $7,083 萬 | 0.22% | +45,188+9.7% | 加碼 |
| Toronto Dominion Bank | 513,525 | $7,110 萬 | 0.12% | −187,115−26.7% | 減碼 |
| Scge Management, L.P. | 517,000 | $7,158 萬 | 1.86% | 00.0% | 不變 |
| ING Groep NV | 517,368 | $7,163 萬 | 0.63% | +66,797+14.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 525,418 | $7,274 萬 | 1.56% | +260,000+98.0% | 加碼 |
| Ci Investments Inc. | 531,622 | $7,360 萬 | 0.41% | +69,440+15.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 533,943 | $7,392 萬 | 0.20% | +129,016+31.9% | 加碼 |
| Susquehanna International Group, LLP | 542,170 | $7,506 萬 | 0.12% | +110,748+25.7% | 加碼 |
| Retirement Systems of Alabama | 545,974 | $7,559 萬 | 0.35% | −2,201−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 550,379 | $7,620 萬 | 0.27% | +178,976+48.2% | 加碼 |
| Zacks Investment Management | 551,389 | $7,634 萬 | 0.99% | +298,613+118.1% | 加碼 |
| Fifth Third Bancorp | 552,588 | $7,651 萬 | 0.35% | +27,159+5.2% | 加碼 |
| Argent Capital Management LLC | 560,360 | $7,758 萬 | 2.76% | −28,430−4.8% | 減碼 |
| Schroder Investment Management Group | 576,189 | $7,977 萬 | 0.12% | +132,097+29.7% | 加碼 |
| Employees Provident Fund Board | 580,151 | $8,032 萬 | 1.82% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 583,688 | $8,081 萬 | 0.18% | −167,700−22.3% | 減碼 |
| Storebrand Asset Management AS | 590,015 | $8,169 萬 | 0.39% | +40,855+7.4% | 加碼 |
| Rockefeller Capital Management L.P. | 590,947 | $8,182 萬 | 0.32% | −12,097−2.0% | 減碼 |
| XN LP | 591,398 | $8,188 萬 | 6.87% | −18,064−3.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 612,150 | $8,475 萬 | 0.14% | +369,417+152.2% | 加碼 |
| Russell Investments Group, Ltd. | 624,735 | $8,647 萬 | 0.17% | +145,413+30.3% | 加碼 |
| Bristol Gate Capital Partners Inc. | 641,369 | $8,880 萬 | 4.95% | −17,000−2.6% | 減碼 |
| Natixis | 665,121 | $9,209 萬 | 0.73% | +538,765+426.4% | 加碼 |
| Abn Amro Investment Solutions | 669,303 | $9,267 萬 | 1.81% | +38,489+6.1% | 加碼 |
| Epoch Investment Partners, Inc. | 676,888 | $9,372 萬 | 0.60% | +73,303+12.1% | 加碼 |
| Nomura Asset Management Co Ltd | 680,165 | $9,417 萬 | 0.44% | +38,418+6.0% | 加碼 |
| State of Wisconsin Investment Board | 682,330 | $9,447 萬 | 0.30% | −222,345−24.6% | 減碼 |
| US Bancorp | 686,802 | $9,510 萬 | 0.16% | −37,854−5.2% | 減碼 |
| Clark Capital Management Group, Inc. | 696,755 | $9,647 萬 | 0.97% | +12,501+1.8% | 加碼 |
| Zurich Insurance Group Ltd | 700,315 | $9,696 萬 | 1.03% | +116,843+20.0% | 加碼 |
| Thrivent Financial for Lutherans | 705,486 | $9,767 萬 | 0.23% | −102,908−12.7% | 減碼 |
| Stifel Financial Corp | 709,537 | $9,825 萬 | 0.14% | −24,667−3.4% | 減碼 |
| Standard Life Aberdeen plc | 716,160 | $9,915 萬 | 0.25% | +35,639+5.2% | 加碼 |
| Lord, Abbett & Co. LLC | 716,694 | $9,923 萬 | 0.37% | −6,472−0.9% | 減碼 |
| Glenmede Trust Co NA | 735,606 | $1.02 億 | 0.58% | +459,468+166.4% | 加碼 |
| Close Asset Management Ltd | 771,650 | $1.07 億 | 5.51% | +706+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 782,690 | $1.08 億 | 0.06% | +142,141+22.2% | 加碼 |
| Truist Financial Corp | 808,911 | $1.12 億 | 0.19% | +132,507+19.6% | 加碼 |
| Man Group plc | – | $1.12 億 | 0.35% | – | – |
| Raymond James & Associates | 820,777 | $1.14 億 | 0.10% | −21,924−2.6% | 減碼 |
| TD Asset Management Inc | 828,160 | $1.15 億 | 0.14% | −35,853−4.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 829,449 | $1.15 億 | 0.67% | +13,462+1.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 830,038 | $1.15 億 | 0.23% | +69,388+9.1% | 加碼 |
| APG Asset Management N.V. | 837,584 | $1.16 億 | 0.24% | −105,397−11.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 846,508 | $1.17 億 | 0.52% | −272,195−24.3% | 減碼 |
| New York State Teachers Retirement System | 848,177 | $1.17 億 | 0.28% | −37,178−4.2% | 減碼 |
| Los Angeles Capital Management LLC | 858,875 | $1.19 億 | 0.50% | −13,743−1.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 868,929 | $1.20 億 | 0.35% | −120,206−12.2% | 減碼 |
| Panagora Asset Management Inc | 906,553 | $1.26 億 | 0.78% | +91,234+11.2% | 加碼 |
| Renaissance Technologies LLC | 909,648 | $1.26 億 | 0.21% | +160,600+21.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 900,855 | $1.26 億 | 0.29% | −524,389−36.8% | 減碼 |
| Abrams Bison Investments, LLC | 924,000 | $1.28 億 | 14.06% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 926,917 | $1.28 億 | 0.84% | +500,900+117.6% | 加碼 |
| Harding Loevner LP | 945,174 | $1.31 億 | 0.86% | −130,465−12.1% | 減碼 |
| Prudential Financial Inc | 953,981 | $1.32 億 | 0.21% | −17,891−1.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 989,552 | $1.37 億 | 0.34% | −82,218−7.7% | 減碼 |
| Royal London Asset Management Ltd | 997,218 | $1.38 億 | 0.45% | +55,198+5.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 998,480 | $1.38 億 | 0.33% | +48,523+5.1% | 加碼 |
| Great West Life Assurance Co | 1,006,537 | $1.39 億 | 0.33% | −37,367−3.6% | 減碼 |
| Vontobel Holding Ltd. | 1,009,067 | $1.40 億 | 1.29% | −64,441−6.0% | 減碼 |
| ProShare Advisors LLC | 1,009,787 | $1.40 億 | 0.44% | +129,418+14.7% | 加碼 |
| Janus Henderson Group PLC | 1,057,967 | $1.46 億 | 0.10% | +96,866+10.1% | 加碼 |
| Principal Financial Group Inc | 1,063,905 | $1.47 億 | 0.11% | −77,472−6.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,063,953 | $1.47 億 | 0.45% | +587,441+123.3% | 加碼 |
| Victory Capital Management Inc | 1,068,445 | $1.48 億 | 0.17% | +223,984+26.5% | 加碼 |
| Bank of Montreal | 1,101,961 | $1.52 億 | 0.09% | +104,510+10.5% | 加碼 |
| Envestnet Asset Management Inc | 1,101,469 | $1.52 億 | 0.07% | +183,105+19.9% | 加碼 |
| AQR Capital Management LLC | 1,120,796 | $1.55 億 | 0.32% | +304,803+37.4% | 加碼 |
| Millennium Management LLC | 1,165,245 | $1.61 億 | 0.17% | +700,714+150.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,171,016 | $1.62 億 | 0.36% | +73,364+6.7% | 加碼 |
| Macquarie Group Ltd | 1,174,584 | $1.63 億 | 0.20% | −33,626−2.8% | 減碼 |
| KBC Group NV | 1,175,319 | $1.63 億 | 0.66% | +197,882+20.2% | 加碼 |
| Qube Research & Technologies Ltd | 1,297,795 | $1.80 億 | 0.53% | +822,398+173.0% | 加碼 |
| AXA S.A. | 1,319,940 | $1.83 億 | 0.64% | +657,776+99.3% | 加碼 |
| California State Teachers Retirement System | 1,341,183 | $1.86 億 | 0.29% | −56,998−4.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,437,737 | $1.99 億 | 0.44% | +396,431+38.1% | 加碼 |
| Coatue Management LLC大師Coatue | 1,468,915 | $2.03 億 | 1.03% | −693,669−32.1% | 減碼 |
| Putnam Investments LLC | 1,495,024 | $2.07 億 | 0.31% | −322,267−17.7% | 減碼 |
| Rafferty Asset Management, LLC | 1,570,546 | $2.17 億 | 1.28% | −169,904−9.8% | 減碼 |
| LSV Asset Management | 1,580,728 | $2.19 億 | 0.51% | −205,732−11.5% | 減碼 |
| National Pension Service | 1,681,902 | $2.26 億 | 0.36% | +34,538+2.1% | 加碼 |
| Naya Capital Management UK Ltd | 1,640,306 | $2.27 億 | 23.10% | +227,388+16.1% | 加碼 |
| Neuberger Berman Group LLC | 1,655,828 | $2.29 億 | 0.21% | +622,712+60.3% | 加碼 |
| Rhumbline Advisers | 1,658,179 | $2.30 億 | 0.27% | −13,681−0.8% | 減碼 |
| Credit Suisse AG | 1,686,303 | $2.33 億 | 0.25% | −29,233−1.7% | 減碼 |
| First Trust Advisors LP | 1,828,276 | $2.53 億 | 0.30% | +553,476+43.4% | 加碼 |
| Wells Fargo & Company | 1,845,664 | $2.56 億 | 0.08% | −181,866−9.0% | 減碼 |
| Citigroup Inc | 1,850,172 | $2.56 億 | 0.37% | −102,043−5.2% | 減碼 |
| Nordea Investment Management AB | 1,862,178 | $2.61 億 | 0.36% | +169,027+10.0% | 加碼 |
| Alliancebernstein L.P. | 1,935,695 | $2.68 億 | 0.11% | −833,517−30.1% | 減碼 |
| Balyasny Asset Management LLC | 1,966,426 | $2.72 億 | 0.76% | +1,933,237+5,824.9% | 加碼 |
| New York State Common Retirement Fund | 1,978,309 | $2.74 億 | 0.39% | −271,068−12.1% | 減碼 |
| HSBC Holdings PLC | 2,020,418 | $2.80 億 | 0.31% | −101,350−4.8% | 減碼 |
| Voya Investment Management LLC | 2,025,223 | $2.80 億 | 0.31% | −410,768−16.9% | 減碼 |