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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 2,161,556 | $2.99 億 | 0.26% | +6,466+0.3% | 加碼 |
| Ensign Peak Advisors, Inc | 2,288,833 | $3.17 億 | 0.68% | −333,110−12.7% | 減碼 |
| Royal Bank of Canada | 2,385,334 | $3.30 億 | 0.10% | +235,075+10.9% | 加碼 |
| Jennison Associates LLC | 2,480,780 | $3.43 億 | 0.29% | +793,610+47.0% | 加碼 |
| Impax Asset Management Group plc | 2,546,672 | $3.52 億 | 1.57% | −302,098−10.6% | 減碼 |
| Barclays PLC | 2,666,333 | $3.69 億 | 0.24% | −1,226,597−31.5% | 減碼 |
| Swiss National Bank | 2,701,100 | $3.74 億 | 0.29% | −351,100−11.5% | 減碼 |
| Boston Partners | 2,734,420 | $3.78 億 | 0.52% | −269,661−9.0% | 減碼 |
| Allianz Asset Management GmbH | 2,809,730 | $3.89 億 | 0.79% | +495,812+21.4% | 加碼 |
| JPMorgan Chase & Co | 3,023,550 | $4.19 億 | 0.05% | +219,868+7.8% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 3,072,100 | $4.25 億 | 3.86% | −43,870−1.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,109,881 | $4.31 億 | 0.35% | −60,381−1.9% | 減碼 |
| FIL Ltd | 3,293,984 | $4.56 億 | 0.54% | +221,771+7.2% | 加碼 |
| Primecap Management Co | 3,372,412 | $4.67 億 | 0.39% | −358,071−9.6% | 減碼 |
| Amundi | 3,340,102 | $4.71 億 | 0.23% | −1,390,842−29.4% | 減碼 |
| Franklin Resources Inc | 3,429,406 | $4.75 億 | 0.24% | +22,801+0.7% | 加碼 |
| Van Eck Associates Corp | 3,529,689 | $4.89 億 | 1.07% | +32,622+0.9% | 加碼 |
| Cantillon Capital Management LLC | 3,560,096 | $4.93 億 | 3.66% | −13,921−0.4% | 減碼 |
| Swedbank AB | 3,716,174 | $5.15 億 | 0.94% | −733,194−16.5% | 減碼 |
| UBS Group AG | 3,945,533 | $5.46 億 | 0.25% | +151,629+4.0% | 加碼 |
| Dimensional Fund Advisors LP | 4,140,010 | $5.73 億 | 0.19% | +45,222+1.1% | 加碼 |
| Lazard Asset Management LLC | 4,353,029 | $6.03 億 | 0.82% | −70,415−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 4,428,005 | $6.13 億 | 0.18% | +5,220+0.1% | 加碼 |
| Parnassus Investments | 4,460,729 | $6.18 億 | 1.51% | −1,213,156−21.4% | 減碼 |
| Fisher Asset Management, LLC | 4,886,909 | $6.77 億 | 0.38% | +608,830+14.2% | 加碼 |
| American Century Companies Inc | 4,968,838 | $6.88 億 | 0.53% | +230,789+4.9% | 加碼 |
| Massachusetts Financial Services Co | 5,015,000 | $6.94 億 | 0.24% | −953,475−16.0% | 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 |
| Deutsche Bank AG | 5,741,941 | $7.95 億 | 0.51% | −467,443−7.5% | 減碼 |
| Pictet Asset Management Holding SA | 5,751,141 | $7.96 億 | 0.98% | +5,751,141 | 新進 |
| UBS Asset Management Americas Inc | 5,980,710 | $8.28 億 | 0.37% | +265,112+4.6% | 加碼 |
| Legal & General Group Plc | 6,139,594 | $8.50 億 | 0.30% | −195,024−3.1% | 減碼 |
| Invesco Ltd. | 6,211,738 | $8.60 億 | 0.23% | +1340.0% | 加碼 |
| Bank of America Corp | 6,617,690 | $9.16 億 | 0.11% | −701,558−9.6% | 減碼 |
| Davis Selected Advisers | 6,809,823 | $9.43 億 | 5.91% | −135,203−1.9% | 減碼 |
| Matrix Capital Management Company, LP | 7,052,700 | $9.76 億 | 11.71% | 00.0% | 不變 |
| Ameriprise Financial Inc | 7,841,920 | $10.9 億 | 0.36% | −526,482−6.3% | 減碼 |
| Generation Investment Management LLP | 8,382,405 | $11.6 億 | 6.11% | −48,932−0.6% | 減碼 |
| Norges Bank | 8,996,548 | $12.5 億 | 0.25% | +170,100+1.9% | 加碼 |
| Goldman Sachs Group Inc | 9,284,067 | $12.9 億 | 0.33% | +2,317,814+33.3% | 加碼 |
| Nuveen Asset Management, LLC | 9,488,079 | $13.1 億 | 0.46% | −121,251−1.3% | 減碼 |
| Morgan Stanley | 9,995,287 | $13.8 億 | 0.14% | +570,080+6.0% | 加碼 |
| Northern Trust Corp | 10,032,850 | $13.9 億 | 0.27% | +456,865+4.8% | 加碼 |
| FMR LLC | 10,763,387 | $14.9 億 | 0.13% | −948,674−8.1% | 減碼 |
| Bank of New York Mellon Corp | 11,518,290 | $15.9 億 | 0.35% | −511,911−4.3% | 減碼 |
| Price T Rowe Associates Inc | 13,514,086 | $18.7 億 | 0.27% | +41,980+0.3% | 加碼 |
| Geode Capital Management, LLC | 18,432,858 | $25.5 億 | 0.30% | +1,441,796+8.5% | 加碼 |
| Capital International Investors | 21,323,094 | $29.5 億 | 0.75% | +440,449+2.1% | 加碼 |
| Capital World Investors | 36,753,164 | $50.9 億 | 1.01% | +55,017+0.1% | 加碼 |
| State Street Corp | 37,046,694 | $51.3 億 | 0.28% | −1,196,183−3.1% | 減碼 |
| BlackRock Inc. | 72,337,680 | $100.2 億 | 0.29% | +555,022+0.8% | 加碼 |
| Vanguard Group Inc | 73,143,958 | $101.3 億 | 0.25% | −398,071−0.5% | 減碼 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −2,629,188−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −571,167−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −271,986−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −202,557−100.0% | 清倉 |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −189,595−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −157,818−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −108,405−100.0% | 清倉 |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −98,839−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −98,230−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −95,300−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −62,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −59,038−100.0% | 清倉 |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −58,500−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −57,682−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −56,600−100.0% | 清倉 |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −45,650−100.0% | 清倉 |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −43,862−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −42,131−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,444−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −27,917−100.0% | 清倉 |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −25,856−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −19,993−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,431−100.0% | 清倉 |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −16,368−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −14,002−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −13,012−100.0% | 清倉 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −11,760−100.0% | 清倉 |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,635−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −8,779−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,070−100.0% | 清倉 |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,674−100.0% | 清倉 |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −5,554−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −5,333−100.0% | 清倉 |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −5,317−100.0% | 清倉 |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −4,902−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −4,547−100.0% | 清倉 |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −4,217−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,981−100.0% | 清倉 |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,840−100.0% | 清倉 |