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 |
|---|---|---|---|---|---|
| Capital International Ltd | 133,239 | $1,845 萬 | 1.06% | −679−0.5% | 減碼 |
| Harvest Portfolios Group Inc. | 133,061 | $1,842 萬 | 0.87% | +133,061 | 新進 |
| Foundry Partners, LLC | 132,907 | $1,840 萬 | 1.15% | +32,830+32.8% | 加碼 |
| SG Americas Securities, LLC | 132,842 | $1,839 萬 | 0.25% | +47,094+54.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 132,103 | $1,829 萬 | 1.19% | −64,945−33.0% | 減碼 |
| State of Alaska, Department of Revenue | 131,593 | $1,822 萬 | 0.23% | −4,850−3.6% | 減碼 |
| New York Life Investment Management LLC | 130,954 | $1,813 萬 | 0.20% | −1,802−1.4% | 減碼 |
| PGGM Investments | 128,882 | $1,784 萬 | 0.31% | +21,059+19.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 128,116 | $1,774 萬 | 0.09% | −7,525−5.5% | 減碼 |
| Trust Co of Vermont | 127,897 | $1,771 萬 | 1.20% | +1,271+1.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 127,452 | $1,765 萬 | 0.02% | +71,975+129.7% | 加碼 |
| Nissay Asset Management Corp | 127,237 | $1,762 萬 | 0.16% | +7,800+6.5% | 加碼 |
| Managed Asset Portfolios, LLC | 126,026 | $1,745 萬 | 2.67% | −38,145−23.2% | 減碼 |
| Talbot Financial, LLC | 125,171 | $1,733 萬 | 3.02% | +458+0.4% | 加碼 |
| Baker Avenue Asset Management, LP | 124,537 | $1,724 萬 | 0.86% | −792−0.6% | 減碼 |
| Lido Advisors, LLC | 124,348 | $1,722 萬 | 0.19% | +16,523+15.3% | 加碼 |
| Daiwa Securities Group Inc. | 109,855 | $1,688 萬 | 0.12% | +13,304+13.8% | 加碼 |
| Yousif Capital Management, LLC | 121,101 | $1,677 萬 | 0.21% | −4,690−3.7% | 減碼 |
| Financial Counselors Inc | 119,772 | $1,658 萬 | 0.33% | −684−0.6% | 減碼 |
| MML Investors Services, LLC | 119,163 | $1,650 萬 | 0.09% | +25,732+27.5% | 加碼 |
| Louisiana State Employees Retirement System | 118,100 | $1,635 萬 | 0.38% | +13,300+12.7% | 加碼 |
| Pinnacle Associates Ltd | 117,714 | $1,630 萬 | 0.30% | −4,053−3.3% | 減碼 |
| Mutual of America Capital Management LLC | 117,564 | $1,628 萬 | 0.20% | −4,045−3.3% | 減碼 |
| Stanley Capital Management, LLC | 117,300 | $1,624 萬 | 4.33% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 116,881 | $1,618 萬 | 0.51% | +29,742+34.1% | 加碼 |
| Payden & Rygel | 116,810 | $1,617 萬 | 1.27% | −3,000−2.5% | 減碼 |
| Payden & Rygel Investment Group | 116,810 | $1,617 萬 | 1.27% | +116,810 | 新進 |
| Guyasuta Investment Advisors Inc | 116,543 | $1,614 萬 | 1.25% | +917+0.8% | 加碼 |
| Capital International Inc | 116,415 | $1,612 萬 | 0.31% | +10,913+10.3% | 加碼 |
| Cumberland Partners Ltd | 114,375 | $1,584 萬 | 1.52% | +26,430+30.1% | 加碼 |
| Janney Montgomery Scott LLC | 113,183 | $1,567 萬 | 0.06% | +14,696+14.9% | 加碼 |
| Cullinan Associates Inc | 113,103 | $1,566 萬 | 0.91% | +23,124+25.7% | 加碼 |
| Aristotle Atlantic Partners, LLC | 112,749 | $1,561 萬 | 0.63% | −2,403−2.1% | 減碼 |
| Power Corp of Canada | 112,546 | $1,558 萬 | 0.98% | 00.0% | 不變 |
| Federated Hermes, Inc. | 112,478 | $1,557 萬 | 0.04% | +57,791+105.7% | 加碼 |
| Keybank National Association | 112,279 | $1,555 萬 | 0.07% | −3,311−2.9% | 減碼 |
| Bokf, NA | 116,107 | $1,537 萬 | 0.34% | −112−0.1% | 減碼 |
| Blue Whale Capital LLP | 110,000 | $1,523 萬 | 2.45% | +110,000 | 新進 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,521 萬 | 2.44% | 00.0% | 不變 |
| First Foundation Advisors | 108,054 | $1,496 萬 | 0.70% | +7,680+7.7% | 加碼 |
| Lountzis Asset Management, LLC | 107,829 | $1,493 萬 | 8.34% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 107,587 | $1,490 萬 | 0.50% | −26,712−19.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 107,144 | $1,483 萬 | 0.33% | +125+0.1% | 加碼 |
| Eastern Bank | 105,823 | $1,465 萬 | 0.73% | −42,919−28.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 105,522 | $1,461 萬 | 0.07% | +4,683+4.6% | 加碼 |
| Acadian Asset Management LLC | 104,781 | $1,450 萬 | 0.06% | −130,122−55.4% | 減碼 |
| BancorpSouth Bank | 104,730 | $1,450 萬 | 1.28% | −843−0.8% | 減碼 |
| Profund Advisors LLC | 104,414 | $1,446 萬 | 0.80% | +16,127+18.3% | 加碼 |
| Coronation Fund Managers Ltd. | 102,720 | $1,422 萬 | 0.43% | −43,612−29.8% | 減碼 |
| California First Leasing Corp | 102,000 | $1,412 萬 | 8.17% | 00.0% | 不變 |
| Curi Capital | 101,559 | $1,406 萬 | 2.16% | −6,272−5.8% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 101,060 | $1,399 萬 | 0.38% | +51,560+104.2% | 加碼 |
| CCM Investment Advisers LLC | 100,939 | $1,398 萬 | 1.93% | −522−0.5% | 減碼 |
| Callahan Advisors, LLC | 100,800 | $1,396 萬 | 1.75% | −5,252−5.0% | 減碼 |
| LGT Group Foundation | 98,038 | $1,368 萬 | 0.34% | −1,033−1.0% | 減碼 |
| Two Sigma Advisers, LP | 98,700 | $1,367 萬 | 0.04% | +98,700 | 新進 |
| FRG Family Wealth Advisors LLC | 98,450 | $1,363 萬 | 3.08% | −609−0.6% | 減碼 |
| Ethic Inc. | 98,009 | $1,357 萬 | 0.48% | +29,160+42.4% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 97,317 | $1,347 萬 | 1.03% | +97,317 | 新進 |
| Sandler Capital Management | 97,300 | $1,347 萬 | 2.28% | +40,887+72.5% | 加碼 |
| ExodusPoint Capital Management, LP | 96,494 | $1,336 萬 | 0.17% | +69,498+257.4% | 加碼 |
| AE Wealth Management LLC | 96,405 | $1,335 萬 | 0.08% | +7,116+8.0% | 加碼 |
| Grimes & Company, Inc. | 96,335 | $1,334 萬 | 0.52% | +1,503+1.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 94,093 | $1,303 萬 | 0.44% | +1,545+1.7% | 加碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,299 萬 | 3.11% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 93,693 | $1,297 萬 | 0.08% | +1,444+1.6% | 加碼 |
| Leuthold Group, LLC | 93,138 | $1,289 萬 | 1.81% | −1,712−1.8% | 減碼 |
| Walleye Capital LLC | 92,057 | $1,275 萬 | 0.19% | +92,057 | 新進 |
| Kiltearn Partners LLP | 91,600 | $1,268 萬 | 1.00% | −148,500−61.8% | 減碼 |
| Public Sector Pension Investment Board | 89,952 | $1,245 萬 | 0.09% | −43,353−32.5% | 減碼 |
| Carmel Capital Management L.L.C. | 89,945 | $1,245 萬 | 7.05% | −940−1.0% | 減碼 |
| Wealthfront Advisers LLC | 88,710 | $1,228 萬 | 0.05% | +8,371+10.4% | 加碼 |
| Raymond James Trust N.A. | 87,867 | $1,217 萬 | 0.36% | −2,090−2.3% | 減碼 |
| Cetera Investment Advisers | 87,323 | $1,209 萬 | 0.10% | −3,538−3.9% | 減碼 |
| Brown Brothers Harriman & Co | 87,244 | $1,208 萬 | 0.11% | +1,607+1.9% | 加碼 |
| Two Sigma Investments, LP | 87,101 | $1,206 萬 | 0.03% | +87,101 | 新進 |
| DuPont Capital Management Corp | 86,265 | $1,194 萬 | 1.04% | +46,428+116.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 85,915 | $1,189 萬 | 0.59% | +1,194+1.4% | 加碼 |
| Citizens Financial Group Inc | 85,085 | $1,178 萬 | 0.48% | −2,888−3.3% | 減碼 |
| Pathstone Family Office, LLC | 82,882 | $1,163 萬 | 0.09% | +43,405+110.0% | 加碼 |
| Girard Partners Ltd. | 83,285 | $1,153 萬 | 1.30% | −5,520−6.2% | 減碼 |
| Cerity Partners LLC | 82,457 | $1,142 萬 | 0.06% | −22,857−21.7% | 減碼 |
| Ardevora Asset Management LLP | 81,746 | $1,132 萬 | 0.56% | −181,154−68.9% | 減碼 |
| Isthmus Partners, LLC | 80,806 | $1,119 萬 | 1.61% | −959−1.2% | 減碼 |
| Blair William & Co | 79,864 | $1,106 萬 | 0.04% | −11,972−13.0% | 減碼 |
| Maple Capital Management, Inc. | 79,280 | $1,098 萬 | 1.25% | +351+0.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 78,571 | $1,088 萬 | 0.42% | +26,004+49.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 78,526 | $1,087 萬 | 0.11% | −15,621−16.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 77,235 | $1,069 萬 | 0.30% | −8,063−9.5% | 減碼 |
| Shell Asset Management Co | 76,365 | $1,057 萬 | 0.44% | −1,103−1.4% | 減碼 |
| Torray LLC | 76,014 | $1,052 萬 | 1.86% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 76,000 | $1,052 萬 | 0.27% | +9,000+13.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 75,710 | $1,048 萬 | 0.36% | +533+0.7% | 加碼 |
| D.A. Davidson & Co. | 74,982 | $1,038 萬 | 0.11% | +10,630+16.5% | 加碼 |
| Gateway Investment Advisers LLC | 74,709 | $1,034 萬 | 0.13% | −1,460−1.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,560 | $1,032 萬 | 0.16% | +3,294+4.6% | 加碼 |
| LVM Capital Management Ltd | 74,525 | $1,032 萬 | 1.45% | +11,845+18.9% | 加碼 |
| Baader Bank INC | 74,138 | $1,026 萬 | 0.93% | −26,000−26.0% | 減碼 |
| Mission Wealth Management, LP | 74,103 | $1,026 萬 | 0.39% | +4,212+6.0% | 加碼 |
| Churchill Management Corp | 73,963 | $1,024 萬 | 0.17% | −4,229−5.4% | 減碼 |