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 3,519 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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 296,277 | $4,102 萬 | 0.23% | +3,756+1.3% | 加碼 |
| ABN AMRO Bank N.V. | 295,387 | $4,090 萬 | 0.74% | +1,465+0.5% | 加碼 |
| Manning & Napier Group, LLC | 294,227 | $4,074 萬 | 0.50% | −404,864−57.9% | 減碼 |
| Aviva PLC | 286,862 | $3,972 萬 | 0.17% | −10,290−3.5% | 減碼 |
| Bank of Nova Scotia | 286,616 | $3,968 萬 | 0.10% | +24,167+9.2% | 加碼 |
| Tredje AP-fonden | 280,636 | $3,885 萬 | 0.57% | +172,540+159.6% | 加碼 |
| Grassi Investment Management | 278,116 | $3,851 萬 | 4.43% | −200−0.1% | 減碼 |
| Bradley Foster & Sargent Inc | 265,783 | $3,842 萬 | 0.81% | 00.0% | 不變 |
| State of Michigan Retirement System | 272,055 | $3,767 萬 | 0.24% | −10,900−3.9% | 減碼 |
| Broad Run Investment Management, LLC | 269,020 | $3,725 萬 | 4.92% | −5,977−2.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 266,901 | $3,695 萬 | 11.64% | +15,666+6.2% | 加碼 |
| Peapack Gladstone Financial Corp | 265,588 | $3,677 萬 | 0.68% | +443+0.2% | 加碼 |
| Holocene Advisors, LP | 256,244 | $3,548 萬 | 0.16% | +256,244 | 新進 |
| Oregon Public Employees Retirement Fund | 253,196 | $3,505 萬 | 0.48% | −79,436−23.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 247,821 | $3,431 萬 | 0.80% | −17,341−6.5% | 減碼 |
| CIBC Asset Management Inc | 242,609 | $3,359 萬 | 0.14% | +19,028+8.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 239,117 | $3,311 萬 | 0.51% | +145,319+154.9% | 加碼 |
| Formuepleje A/S | 238,676 | $3,304 萬 | 3.07% | −10,349−4.2% | 減碼 |
| Gillespie Robinson & Grimm Inc | 237,970 | $3,295 萬 | 3.30% | +7,523+3.3% | 加碼 |
| Arizona State Retirement System | 237,693 | $3,291 萬 | 0.28% | −3,880−1.6% | 減碼 |
| MetLife Investment Management | 237,525 | $3,289 萬 | 0.26% | −6,690−2.7% | 減碼 |
| Calamos Advisors LLC | 235,977 | $3,267 萬 | 0.18% | −19,860−7.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 230,993 | $3,266 萬 | 0.74% | −2,501−1.1% | 減碼 |
| Dundas Partners LLP | 234,053 | $3,241 萬 | 3.19% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 233,743 | $3,236 萬 | 0.40% | +135,926+139.0% | 加碼 |
| Harbor Island Capital LLC | 233,367 | $3,231 萬 | 18.67% | −6,666−2.8% | 減碼 |
| Sit Investment Associates Inc | 231,855 | $3,210 萬 | 0.88% | +500.0% | 加碼 |
| Cardinal Capital Management, Inc. | 231,810 | $3,209 萬 | 1.67% | −1,839−0.8% | 減碼 |
| Assetmark, Inc | 229,069 | $3,171 萬 | 0.13% | −11,016−4.6% | 減碼 |
| Renaissance Group LLC | 227,379 | $3,148 萬 | 1.44% | −4,474−1.9% | 減碼 |
| Amalgamated Bank | 227,298 | $3,147 萬 | 0.27% | −5,697−2.4% | 減碼 |
| Comerica Bank | 226,953 | $3,142 萬 | 0.16% | −839,683−78.7% | 減碼 |
| Cambiar Investors LLC | 225,385 | $3,120 萬 | 1.33% | −59,075−20.8% | 減碼 |
| iA Global Asset Management Inc. | 224,065 | $3,102 萬 | 0.82% | +18,744+9.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 219,949 | $3,045 萬 | 0.75% | −672−0.3% | 減碼 |
| Forsta Ap-Fonden | 219,500 | $3,039 萬 | 0.34% | −3,300−1.5% | 減碼 |
| Boston Common Asset Management, LLC | 215,370 | $2,982 萬 | 0.71% | −35,943−14.3% | 減碼 |
| Norris Perne & French LLP | 215,295 | $2,981 萬 | 2.60% | −232−0.1% | 減碼 |
| Grandfield & Dodd, LLC | 210,458 | $2,914 萬 | 2.14% | −3,424−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 207,028 | $2,866 萬 | 0.05% | +20,491+11.0% | 加碼 |
| Trexquant Investment LP | 204,785 | $2,835 萬 | 0.71% | −18,013−8.1% | 減碼 |
| Xponance, Inc. | 204,598 | $2,833 萬 | 0.39% | +324+0.2% | 加碼 |
| Canada Pension Plan Investment Board | 203,913 | $2,823 萬 | 0.04% | +39,127+23.7% | 加碼 |
| Intech Investment Management LLC | 203,418 | $2,816 萬 | 0.42% | +103,083+102.7% | 加碼 |
| Mackenzie Financial Corp | 204,511 | $2,796 萬 | 0.05% | +44,582+27.9% | 加碼 |
| Analog Century Management LP | 201,601 | $2,791 萬 | 7.48% | +25,631+14.6% | 加碼 |
| Squarepoint Ops LLC | 201,093 | $2,784 萬 | 0.13% | +80,493+66.7% | 加碼 |
| Guinness Asset Management LTD | 194,409 | $2,692 萬 | 0.62% | +10,889+5.9% | 加碼 |
| DnB Asset Management AS | 193,767 | $2,683 萬 | 0.16% | +5,471+2.9% | 加碼 |
| Longbow Finance SA | 193,037 | $2,673 萬 | 3.21% | −663−0.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 191,700 | $2,654 萬 | 0.27% | −30,935−13.9% | 減碼 |
| Mizuho Markets Cayman LP | 189,526 | $2,624 萬 | 11.62% | −12,752−6.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 188,201 | $2,608 萬 | 0.35% | +25,984+16.0% | 加碼 |
| USS Investment Management Ltd | 188,319 | $2,607 萬 | 0.29% | +2,452+1.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 187,567 | $2,597 萬 | 0.09% | +182,421+3,544.9% | 加碼 |
| Banco Santander, S.A. | 184,418 | $2,553 萬 | 0.36% | +41,894+29.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 183,340 | $2,538 萬 | 0.38% | −17,702−8.8% | 減碼 |
| Busey Wealth Management | 180,464 | $2,499 萬 | 1.07% | −1,908−1.0% | 減碼 |
| Clearbridge Investments, LLC | 178,872 | $2,476 萬 | 0.02% | −6,754−3.6% | 減碼 |
| Flossbach Von Storch AG | 174,413 | $2,415 萬 | 0.11% | +135,997+354.0% | 加碼 |
| La Banque Postale Asset Management SA | 174,111 | $2,411 萬 | 0.54% | −780−0.4% | 減碼 |
| Texas Permanent School Fund | 173,526 | $2,402 萬 | 0.23% | −3,701−2.1% | 減碼 |
| IFM Investors Pty Ltd | 173,293 | $2,399 萬 | 0.32% | +4,482+2.7% | 加碼 |
| Henshaw Capital LLC | 171,300 | $2,372 萬 | 1.37% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 169,722 | $2,351 萬 | 0.23% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 169,172 | $2,342 萬 | 0.31% | −10,900−6.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,846 | $2,338 萬 | 0.19% | +21,455+14.6% | 加碼 |
| Creative Planning | 167,868 | $2,324 萬 | 0.03% | +10,724+6.8% | 加碼 |
| Silvant Capital Management LLC | 167,327 | $2,317 萬 | 1.40% | −1,645−1.0% | 減碼 |
| Osterweis Capital Management Inc | 166,414 | $2,304 萬 | 1.69% | −5,171−3.0% | 減碼 |
| Railway Pension Investments Ltd | 165,768 | $2,295 萬 | 0.25% | +70,000+73.1% | 加碼 |
| Gotham Asset Management, LLC | 164,751 | $2,281 萬 | 0.47% | +39,194+31.2% | 加碼 |
| North Growth Management Ltd. | 164,000 | $2,273 萬 | 5.04% | −4,000−2.4% | 減碼 |
| Bragg Financial Advisors, Inc | 163,606 | $2,265 萬 | 1.20% | +1,033+0.6% | 加碼 |
| Vident Advisory, LLC | 163,152 | $2,259 萬 | 0.70% | +163,152 | 新進 |
| Baird Financial Group, Inc. | 159,140 | $2,203 萬 | 0.06% | +13,488+9.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 158,835 | $2,199 萬 | 2.60% | −4,655−2.8% | 減碼 |
| CIBC World Markets Inc. | 157,915 | $2,186 萬 | 0.08% | +19,988+14.5% | 加碼 |
| Cohen Capital Management, Inc. | 155,263 | $2,150 萬 | 4.40% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 154,498 | $2,139 萬 | 0.47% | +2,227+1.5% | 加碼 |
| LMCG Investments, LLC | 152,518 | $2,112 萬 | 1.43% | −7,161−4.5% | 減碼 |
| Main Street Research LLC | 151,135 | $2,092 萬 | 2.16% | +59,576+65.1% | 加碼 |
| Biechele Royce Advisors | 150,754 | $2,087 萬 | 7.69% | −2,574−1.7% | 減碼 |
| Shelton Capital Management | 149,670 | $2,072 萬 | 0.76% | +34,135+29.5% | 加碼 |
| McGuire Investment Group, LLC | 148,881 | $2,061 萬 | 3.97% | −7,579−4.8% | 減碼 |
| Swiss Life Asset Management Ltd | 148,590 | $2,057 萬 | 0.32% | +3,299+2.3% | 加碼 |
| Hancock Whitney Corp | 148,456 | $2,055 萬 | 0.85% | +7,355+5.2% | 加碼 |
| First Nebraska Trust Co | 147,465 | $2,042 萬 | 2.53% | +3,170+2.2% | 加碼 |
| Eisler Capital (UK) Ltd. | 147,427 | $2,041 萬 | 0.89% | +16,666+12.7% | 加碼 |
| Czech National Bank | 146,770 | $2,032 萬 | 0.32% | +46,725+46.7% | 加碼 |
| Willis Investment Counsel | 146,514 | $2,028 萬 | 1.54% | −18,722−11.3% | 減碼 |
| South Dakota Investment Council | 146,450 | $2,028 萬 | 0.46% | −56,492−27.8% | 減碼 |
| Illinois Municipal Retirement Fund | 146,332 | $2,026 萬 | 0.38% | +9,645+7.1% | 加碼 |
| Utah Retirement Systems | 145,607 | $2,016 萬 | 0.29% | +700+0.5% | 加碼 |
| Pacer Advisors, Inc. | 142,818 | $1,977 萬 | 0.08% | −3,378−2.3% | 減碼 |
| CIBC World Markets Corp | 142,578 | $1,974 萬 | 0.19% | −49,779−25.9% | 減碼 |
| Ossiam | 142,222 | $1,969 萬 | 0.35% | −54,190−27.6% | 減碼 |
| Capital International Sarl | 135,416 | $1,875 萬 | 0.86% | +10,351+8.3% | 加碼 |
| Rheos Capital Works Inc. | 134,300 | $1,859 萬 | 1.12% | −29,600−18.1% | 減碼 |
| Steel Peak Wealth Management LLC | 133,629 | $1,850 萬 | 1.17% | +40,699+43.8% | 加碼 |