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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 848,177 | $1.17 億 | 0.28% | −37,178−4.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 846,508 | $1.17 億 | 0.52% | −272,195−24.3% | 減碼 |
| APG Asset Management N.V. | 837,584 | $1.16 億 | 0.24% | −105,397−11.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 830,038 | $1.15 億 | 0.23% | +69,388+9.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 829,449 | $1.15 億 | 0.67% | +13,462+1.6% | 加碼 |
| TD Asset Management Inc | 828,160 | $1.15 億 | 0.14% | −35,853−4.1% | 減碼 |
| Raymond James & Associates | 820,777 | $1.14 億 | 0.10% | −21,924−2.6% | 減碼 |
| Man Group plc | – | $1.12 億 | 0.35% | – | – |
| Truist Financial Corp | 808,911 | $1.12 億 | 0.19% | +132,507+19.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 782,690 | $1.08 億 | 0.06% | +142,141+22.2% | 加碼 |
| Close Asset Management Ltd | 771,650 | $1.07 億 | 5.51% | +706+0.1% | 加碼 |
| Glenmede Trust Co NA | 735,606 | $1.02 億 | 0.58% | +459,468+166.4% | 加碼 |
| Lord, Abbett & Co. LLC | 716,694 | $9,923 萬 | 0.37% | −6,472−0.9% | 減碼 |
| Standard Life Aberdeen plc | 716,160 | $9,915 萬 | 0.25% | +35,639+5.2% | 加碼 |
| Stifel Financial Corp | 709,537 | $9,825 萬 | 0.14% | −24,667−3.4% | 減碼 |
| Thrivent Financial for Lutherans | 705,486 | $9,767 萬 | 0.23% | −102,908−12.7% | 減碼 |
| Zurich Insurance Group Ltd | 700,315 | $9,696 萬 | 1.03% | +116,843+20.0% | 加碼 |
| Clark Capital Management Group, Inc. | 696,755 | $9,647 萬 | 0.97% | +12,501+1.8% | 加碼 |
| US Bancorp | 686,802 | $9,510 萬 | 0.16% | −37,854−5.2% | 減碼 |
| State of Wisconsin Investment Board | 682,330 | $9,447 萬 | 0.30% | −222,345−24.6% | 減碼 |
| Nomura Asset Management Co Ltd | 680,165 | $9,417 萬 | 0.44% | +38,418+6.0% | 加碼 |
| Epoch Investment Partners, Inc. | 676,888 | $9,372 萬 | 0.60% | +73,303+12.1% | 加碼 |
| Abn Amro Investment Solutions | 669,303 | $9,267 萬 | 1.81% | +38,489+6.1% | 加碼 |
| Natixis | 665,121 | $9,209 萬 | 0.73% | +538,765+426.4% | 加碼 |
| Bristol Gate Capital Partners Inc. | 641,369 | $8,880 萬 | 4.95% | −17,000−2.6% | 減碼 |
| Russell Investments Group, Ltd. | 624,735 | $8,647 萬 | 0.17% | +145,413+30.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 612,150 | $8,475 萬 | 0.14% | +369,417+152.2% | 加碼 |
| XN LP | 591,398 | $8,188 萬 | 6.87% | −18,064−3.0% | 減碼 |
| Rockefeller Capital Management L.P. | 590,947 | $8,182 萬 | 0.32% | −12,097−2.0% | 減碼 |
| Storebrand Asset Management AS | 590,015 | $8,169 萬 | 0.39% | +40,855+7.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 583,688 | $8,081 萬 | 0.18% | −167,700−22.3% | 減碼 |
| Employees Provident Fund Board | 580,151 | $8,032 萬 | 1.82% | 00.0% | 不變 |
| Schroder Investment Management Group | 576,189 | $7,977 萬 | 0.12% | +132,097+29.7% | 加碼 |
| Argent Capital Management LLC | 560,360 | $7,758 萬 | 2.76% | −28,430−4.8% | 減碼 |
| Fifth Third Bancorp | 552,588 | $7,651 萬 | 0.35% | +27,159+5.2% | 加碼 |
| Zacks Investment Management | 551,389 | $7,634 萬 | 0.99% | +298,613+118.1% | 加碼 |
| Assenagon Asset Management S.A. | 550,379 | $7,620 萬 | 0.27% | +178,976+48.2% | 加碼 |
| Retirement Systems of Alabama | 545,974 | $7,559 萬 | 0.35% | −2,201−0.4% | 減碼 |
| Susquehanna International Group, LLP | 542,170 | $7,506 萬 | 0.12% | +110,748+25.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 533,943 | $7,392 萬 | 0.20% | +129,016+31.9% | 加碼 |
| Ci Investments Inc. | 531,622 | $7,360 萬 | 0.41% | +69,440+15.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 525,418 | $7,274 萬 | 1.56% | +260,000+98.0% | 加碼 |
| ING Groep NV | 517,368 | $7,163 萬 | 0.63% | +66,797+14.8% | 加碼 |
| Scge Management, L.P. | 517,000 | $7,158 萬 | 1.86% | 00.0% | 不變 |
| Toronto Dominion Bank | 513,525 | $7,110 萬 | 0.12% | −187,115−26.7% | 減碼 |
| Natixis Advisors, L.P. | 511,562 | $7,083 萬 | 0.22% | +45,188+9.7% | 加碼 |
| Erste Asset Management GmbH | 512,612 | $7,075 萬 | 1.22% | −32,889−6.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 507,090 | $7,021 萬 | 0.28% | −17,800−3.4% | 減碼 |
| Guggenheim Capital LLC | 501,511 | $6,943 萬 | 0.60% | +18,296+3.8% | 加碼 |
| Wedge Capital Management L L P | 491,096 | $6,799 萬 | 1.34% | −63,994−11.5% | 減碼 |
| Capital Fund Management S.A. | 483,670 | $6,696 萬 | 0.90% | +3,845+0.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 479,833 | $6,643 萬 | 0.24% | −22,946−4.6% | 減碼 |
| Citadel Advisors LLC | 477,609 | $6,612 萬 | 0.07% | +128,169+36.7% | 加碼 |
| National Bank of Canada | 468,206 | $6,521 萬 | 0.12% | +72,288+18.3% | 加碼 |
| HighTower Advisors, LLC | 464,466 | $6,431 萬 | 0.12% | +27,348+6.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 454,604 | $6,294 萬 | 0.55% | −26,617−5.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 452,154 | $6,260 萬 | 0.05% | −6,925−1.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 446,882 | $6,187 萬 | 0.32% | +182,415+69.0% | 加碼 |
| Public Employees Retirement System of Ohio | 441,551 | $6,113 萬 | 0.27% | −34,702−7.3% | 減碼 |
| Vulcan Value Partners, LLC | 430,707 | $5,966 萬 | 0.91% | −553,736−56.2% | 減碼 |
| Munro Partners | 427,948 | $5,925 萬 | 2.99% | +98,053+29.7% | 加碼 |
| UniSuper Management Pty Ltd | 423,946 | $5,870 萬 | 0.72% | 00.0% | 不變 |
| Jane Street Group, LLC | 423,291 | $5,860 萬 | 0.09% | +40,308+10.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 416,035 | $5,760 萬 | 0.07% | +15,082+3.8% | 加碼 |
| M&T Bank Corp | 414,141 | $5,734 萬 | 0.23% | +7,654+1.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 412,062 | $5,705 萬 | 0.55% | +6,700+1.7% | 加碼 |
| First Republic Investment Management, Inc. | 408,689 | $5,658 萬 | 0.16% | +408,689 | 新進 |
| LPL Financial LLC | 406,390 | $5,626 萬 | 0.04% | +9,934+2.5% | 加碼 |
| Whittier Trust Co | 406,014 | $5,621 萬 | 1.00% | +1,374+0.3% | 加碼 |
| Treasurer of the State of North Carolina | 398,191 | $5,513 萬 | 0.30% | +3,144+0.8% | 加碼 |
| Earnest Partners LLC | 395,193 | $5,471 萬 | 0.32% | +1,018+0.3% | 加碼 |
| Brandes Investment Partners, LP | 394,139 | $5,457 萬 | 1.07% | −176,450−30.9% | 減碼 |
| Korea Investment CORP | 390,349 | $5,404 萬 | 0.16% | −43,808−10.1% | 減碼 |
| Sound Shore Management Inc | 390,197 | $5,402 萬 | 2.07% | −1,804−0.5% | 減碼 |
| SEI Investments Co | 384,820 | $5,328 萬 | 0.10% | +21,926+6.0% | 加碼 |
| Asset Management One Co.,Ltd. | 383,041 | $5,303 萬 | 0.24% | +716+0.2% | 加碼 |
| Virginia Retirement Systems Et Al | 382,530 | $5,296 萬 | 0.52% | −2,500−0.6% | 減碼 |
| STRS Ohio | 374,985 | $5,192 萬 | 0.23% | −3,930−1.0% | 減碼 |
| Kempen Capital Management N.V. | 374,931 | $5,191 萬 | 0.96% | −56,481−13.1% | 減碼 |
| Tocqueville Asset Management L.P. | 367,147 | $5,083 萬 | 0.97% | −23,820−6.1% | 減碼 |
| Teacher Retirement System of Texas | 366,632 | $5,076 萬 | 0.34% | +89,683+32.4% | 加碼 |
| Advisor Group Holdings, Inc. | 365,044 | $5,056 萬 | 0.07% | +130,292+55.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 363,676 | $5,035 萬 | 0.41% | +225,807+163.8% | 加碼 |
| QRG Capital Management, Inc. | 362,292 | $5,016 萬 | 0.87% | +362,292 | 新進 |
| CI Private Wealth, LLC | 361,868 | $5,009 萬 | 0.12% | +20,405+6.0% | 加碼 |
| Crestwood Advisors Group LLC | 355,316 | $4,919 萬 | 1.29% | +17,119+5.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 354,000 | $4,901 萬 | 0.68% | −58,000−14.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 335,472 | $4,645 萬 | 1.89% | −8,614−2.5% | 減碼 |
| British Columbia Investment Management Corp | 335,109 | $4,640 萬 | 0.44% | −80,885−19.4% | 減碼 |
| Mariner, LLC | 331,802 | $4,594 萬 | 0.12% | +33,969+11.4% | 加碼 |
| Boston Trust Walden Corp | 325,346 | $4,504 萬 | 0.38% | +44,232+15.7% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $4,432 萬 | 2.22% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 316,420 | $4,381 萬 | 0.08% | +18,247+6.1% | 加碼 |
| American International Group, Inc. | 312,250 | $4,323 萬 | 0.28% | +6,620+2.2% | 加碼 |
| Capital Advisors Inc | 309,616 | $4,287 萬 | 1.12% | +13,960+4.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 318,117 | $4,262 萬 | 1.35% | +126,527+66.0% | 加碼 |
| State of Tennessee, Treasury Department | 304,582 | $4,217 萬 | 0.17% | +81,304+36.4% | 加碼 |
| Nisa Investment Advisors, LLC | 300,232 | $4,157 萬 | 0.32% | +3,347+1.1% | 加碼 |
| Commonwealth Equity Services, LLC | 298,553 | $4,134 萬 | 0.09% | −20,967−6.6% | 減碼 |
| Mercer Global Advisors Inc | 297,489 | $4,119 萬 | 0.16% | +31,122+11.7% | 加碼 |