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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 4 季與 2023 年第 3 季比較

持有 Applied Materials Inc 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

AMAT 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數1,852312,034+213
股數6.70 億129.5 萬6.73 億+499.3 萬 (+0.7%)
市值$928.1 億$1.79 億$1,090 億+$163.7 億 (+17.7%)

31 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(298 家)

2023 年第 4 季季末持有 Applied Materials Inc、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 298 家。

2023 年第 4 季新進 AMAT 的機構
機構股數市值佔組合 %
CapitalatWork S.A.862,651$1.40 億5.06%
Aware Super Pty Ltd as trustee of Aware Super186,906$4,803 萬0.66%
Degroof Petercam Asset Management230,200$3,731 萬0.49%
Marshall Wace, LLP196,210$3,180 萬0.06%
APG Asset Management US Inc.167,521$2,715 萬0.17%
William Blair Investment Management, LLC132,028$2,140 萬0.06%
Pathstone Holdings, LLC127,425$2,084 萬0.11%
Castleark Management LLC123,925$2,008 萬0.89%
Telemark Asset Management, LLC100,000$1,621 萬2.41%
HRT Financial LP97,780$1,585 萬0.12%
Hudson Bay Capital Management LP90,000$1,459 萬0.13%
Susquehanna Portfolio Strategies, LLC87,192$1,413 萬0.25%
Berkley W R Corp64,500$1,045 萬0.76%
Senvest Management, LLC59,900$970.8 萬0.37%
Burr Financial Services, LLC39,016$858.2 萬6.56%
PEAK6 Investments LLC51,284$831.2 萬0.36%
Point72 Hong Kong Ltd48,458$785.4 萬0.48%
TCW Group Inc47,485$774.6 萬0.09%
Chartwell Investment Partners, LLC47,430$768.7 萬0.27%
Contravisory Investment Management, Inc.44,882$727.4 萬1.78%
Evergreen Private Wealth LLC43,722$708.6 萬3.82%
Generate Investment Management Ltd43,188$699.9 萬0.60%
Smith Group Asset Management, LLC42,670$691.6 萬0.40%
GQG Partners LLC40,064$649.3 萬0.01%
Bornite Capital Management LP40,000$648.3 萬1.52%
AM Squared Ltd36,834$597.0 萬12.37%
Mango Five Family, Inc.32,950$534.0 萬2.01%
FORA Capital, LLC30,077$487.5 萬0.42%
Gold Investment Management Ltd.29,867$484.1 萬2.07%
Harmony Asset Management LLC27,060$438.6 萬1.85%
Groupama Asset Managment27,462$437.2 萬0.11%
Abner Herrman & Brock LLC25,730$417.0 萬0.59%
Resolute Capital Asset Partners LLC25,000$405.2 萬2.64%
BOCHK Asset Management Ltd24,800$401.9 萬2.47%
Leibman Financial Services, Inc.23,877$387.0 萬3.23%
Geneva Partners, LLC22,411$363.2 萬2.01%
Quantitative Investment Management, LLC20,389$330.4 萬0.19%
Turtle Creek Wealth Advisors, LLC20,092$325.6 萬0.96%
FJ Investments, LLC19,804$321.0 萬0.15%
Processus Wealth & Capital Management, LLC19,763$320.3 萬3.20%
Saranac Partners Ltd19,480$315.7 萬2.09%
Conscious Wealth Investments, LLC17,516$302.4 萬2.41%
Peak Financial Advisors LLC16,065$260.4 萬1.74%
Boomfish Wealth Group, LLC15,884$257.4 萬1.86%
Principal Securities, Inc.15,876$257.3 萬0.10%
Bayesian Capital Management, LP15,500$251.2 萬0.27%
Campbell & CO Investment Adviser LLC14,979$242.8 萬0.22%
Greater Midwest Financial Group, LLC14,954$242.4 萬1.65%
Edgestream Partners, L.P.14,623$237.0 萬0.17%
Quantbot Technologies LP13,088$212.1 萬0.12%
M&G Investments (USA) Inc.12,849$208.2 萬2.05%
HighPoint Advisor Group LLC9,673$201.7 萬0.14%
TrimTabs Asset Management, LLC11,995$194.4 萬0.56%
Concurrent Investment Advisors, LLC11,655$188.9 萬0.09%
Marshall Financial Group LLC10,919$177.0 萬0.57%
Secured Retirement Advisors, LLC10,801$175.1 萬1.68%
GLOBALT Investments LLC10,325$167.3 萬0.07%
Handelsinvest Investeringsforvaltning10,308$167.1 萬0.68%
Colony Group, LLC10,209$165.5 萬0.02%
Advisors Capital Management, LLC8,932$144.8 萬0.03%
Sanibel Captiva Trust Company, Inc.8,926$144.7 萬0.05%
GeoWealth Management, LLC8,240$133.5 萬0.11%
AlTi Global, Inc.8,205$133.0 萬0.04%
Barlow Wealth Partners, Inc.8,078$130.9 萬0.19%
Focus Financial Network Inc7,888$127.8 萬0.05%
Global X Japan Co., Ltd.7,747$125.6 萬0.71%
Grayhawk Investment Strategies Inc.7,682$124.5 萬0.64%
Okabena Investment Services Inc7,635$123.7 萬0.48%
Wynn Capital, LLC7,475$121.1 萬0.99%
Advisor Resource Council7,007$113.6 萬0.13%
Opinicus Capital, Inc.6,950$112.6 萬1.15%
Stablepoint Partners, LLC6,751$109.4 萬0.28%
First Trust Investment Solutions L.P.6,676$108.2 萬0.23%
Willner & Heller, LLC6,135$99.4 萬1.11%
Premier Path Wealth Partners, LLC6,179$98.1 萬0.22%
Connective Portfolio Management, LLC6,000$97.2 萬1.98%
Cinctive Capital Management LP5,978$96.9 萬0.07%
3Chopt Investment Partners, LLC5,848$94.8 萬0.35%
First American Trust, FSB5,682$92.1 萬0.11%
Everpar Advisors LLC5,382$87.2 萬0.41%
Skopos Labs, Inc.5,312$86.1 萬0.41%
ClearAlpha Technologies LP5,249$85.1 萬0.32%
Williamson Legacy Group, LLC5,087$82.4 萬0.76%
49 Wealth Management, LLC5,069$82.2 萬0.21%
Orrstown Financial Services Inc4,673$75.7 萬0.61%
HTLF Bank4,642$75.2 萬0.09%
Concentric Capital Strategies, LP4,322$70.0 萬0.09%
Colonial River Wealth Management, LLC4,288$69.5 萬0.41%
Headlands Technologies LLC4,272$69.2 萬0.21%
Lebenthal Global Advisors, LLC4,260$69.0 萬0.16%
KWB Wealth4,206$68.2 萬0.10%
Hilltop Holdings Inc.3,994$64.7 萬0.07%
Smartleaf Asset Management LLC3,867$62.6 萬0.17%
Jupiter Asset Management Ltd3,861$62.6 萬0.01%
Whalen Wealth Management Inc.3,836$62.2 萬0.56%
Inceptionr LLC3,797$61.5 萬0.44%
Genesee Capital Advisors, LLC3,769$61.1 萬0.38%
Fielder Capital Group LLC3,767$61.1 萬0.37%
GAMMA Investing LLC3,640$59.8 萬0.16%
Finivi Inc.3,653$59.2 萬0.58%

清倉機構(85 家)

2023 年第 3 季季末持有 Applied Materials Inc、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 AMAT 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Employees Provident Fund Board580,151$8,032 萬
Scge Management, L.P.517,000$7,158 萬
Holocene Advisors, LP256,244$3,548 萬
Susquehanna Fundamental Investments, LLC132,103$1,829 萬
Coronation Fund Managers Ltd.102,720$1,422 萬
ExodusPoint Capital Management, LP96,494$1,336 萬
Walleye Capital LLC92,057$1,275 萬
Kiltearn Partners LLP91,600$1,268 萬
Cantor Fitzgerald, L. P.62,502$865.3 萬
Maytus Capital Management, LLC58,500$809.9 萬
Fund Management at Engine No. 1 LLC56,029$775.7 萬
L & S Advisors Inc49,974$691.9 萬
Segall Bryant & Hamill, LLC45,772$633.7 萬
Point72 Asset Management, L.P.41,911$580.3 萬
Aquatic Capital Management LLC40,600$562.1 萬
Lighthouse Investment Partners, LLC26,433$366.0 萬
Gates Foundation Trust大師蓋茲基金會信託22,800$315.7 萬
Eisler Capital (US) LLC21,354$295.6 萬
Y-Intercept (Hong Kong) Ltd20,973$290.4 萬
Redwood Investment Management, LLC15,139$209.6 萬
Wexford Capital LP14,390$199.2 萬
One River Asset Management, LLC12,906$178.5 萬
Laurion Capital Management LP12,698$175.8 萬
Retireful, LLC11,122$154.0 萬
Virtu Financial LLC10,883$150.7 萬
Saba Capital Management, L.P.10,808$149.6 萬
CenterBook Partners LP9,903$137.1 萬
Parametrica Management Ltd9,800$135.7 萬
Lumina Fund Management LLC8,100$112.1 萬
Wakefield Asset Management LLLP8,072$111.8 萬
WealthTrust Asset Management, LLC7,945$110.0 萬
ISAM Funds (UK) Ltd7,790$107.9 萬
Lavaca Capital LLC7,574$104.9 萬
Asset Management Resources, LLC7,365$102.0 萬
CastleKnight Management LP6,100$84.5 萬
Himension Fund5,940$82.2 萬
Lloyd Advisory Services, LLC.5,785$80.1 萬
Sciencast Management LP5,704$79.0 萬
Genus Capital Management Inc.5,371$74.4 萬
Golden State Equity Partners5,332$73.8 萬
Alphadyne Asset Management LP4,965$68.7 萬
Neo Ivy Capital Management4,616$63.9 萬
Bridgefront Capital, LLC4,429$61.3 萬
Lattice Capital Management, LLC4,300$59.5 萬
XTX Topco Ltd3,787$52.4 萬
Cable Hill Partners, LLC3,610$50.0 萬
Machina Capital S.A.S.3,200$44.3 萬
Advanced Portfolio Management, LLC3,053$42.3 萬
SkyView Investment Advisors, LLC2,933$40.6 萬
Oak Thistle LLC2,927$40.5 萬
Advisory Research Inc2,884$39.9 萬
First Business Financial Services, Inc.2,879$39.9 萬
Two Sigma Securities, LLC2,805$38.8 萬
Crewe Advisors LLC2,557$35.4 萬
Financial Engines Advisors L.L.C.2,312$32.0 萬
Robertson Stephens Wealth Management, LLC2,098$29.0 萬
McDaniel Terry & Co1,800$24.9 萬
Washington Trust Bank1,754$24.3 萬
First County Bank1,740$24.1 萬
Winton Group Ltd1,731$24.0 萬
Blueshift Asset Management, LLC1,633$22.6 萬
Valmark Advisers, Inc.1,552$21.5 萬
Weatherly Asset Management L. P.1,527$21.1 萬
Trellis Advisors, LLC1,492$20.7 萬
Barings LLC1,481$20.5 萬
Flaharty Asset Management, LLC1,197$16.6 萬
Certified Advisory Corp978$13.5 萬
Register Financial Advisors LLC659$9.12 萬
Pittenger & Anderson Inc550$7.61 萬
LFA - Lugano Financial Advisors SA500$6.92 萬
Operose Advisors LLC500$6.92 萬
RVW Wealth, LLC293$4.06 萬
BluePath Capital Management, LLC279$3.86 萬
Headinvest, LLC175$2.44 萬
Legacy Financial Group LLC121$1.68 萬
VisionPoint Advisory Group, LLC115$1.59 萬
WR Wealth Planners, LLC90$1.25 萬
West Tower Group, LLC87$1.20 萬
Thomas J. Herzfeld Advisors, Inc.63$8,722
Atlantic Trust, LLC50$6,923
Providence Capital Advisors, LLC17$2,354
Annapolis Financial Services, LLC17$2,354
Hibernia Wealth Partners, LLC14$1,938
GoalVest Advisory LLC10$1,385
Authentikos Wealth Advisory, LLC10$1,385

尚未申報 2023 年第 4 季的機構(31 家)

2023 年第 3 季季末持有 Applied Materials Inc、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 AMAT、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.408,689$5,658 萬
Virginia Retirement Systems Et Al382,530$5,296 萬
Payden & Rygel Investment Group116,810$1,617 萬
Polaris Wealth Advisory Group, LLC97,317$1,347 萬
Pathstone Family Office, LLC82,882$1,163 萬
Advisor Partners II, LLC46,374$642.0 萬
KCS Wealth Advisory23,595$326.7 萬
Bassett Hargrove Investment Counsel, LLC18,177$251.7 萬
Bryn Mawr Trust Co18,098$250.6 萬
Odey Asset Management LLP16,859$233.4 萬
Mastrapasqua Asset Management Inc14,593$202.0 萬
Bedel Financial Consulting Inc9,646$133.5 萬
Colony Group LLC7,728$107.0 萬
Gyroscope Capital Management Group, LLC6,908$95.6 萬
Comerica Securities,inc.6,868$95.1 萬
Mark Stevens5,150$71.3 萬
BTC Capital Management, Inc.5,093$70.5 萬
Focus Financial Network, Inc.4,372$60.5 萬
Rothschild Investment Corp3,054$42.3 萬
KB Financial Partners, LLC2,944$40.8 萬
Ropes Wealth Advisors LLC2,845$39.4 萬
WFA of San Diego, LLC2,491$34.5 萬
Goodwin Daniel L2,300$31.8 萬
Quantamental Technologies LLC2,143$29.7 萬
Coury Firm Asset Management LLC1,918$26.6 萬
Icon Wealth Partners, LLC1,600$22.2 萬
PRW Wealth Management LLC1,615$21.2 萬
Leo H. Evart, Inc.1,467$20.3 萬
Sutton Wealth Advisors Inc.828$11.5 萬
Steward Financial Group LLC225$3.10 萬
Column Capital Advisors, LLC146$2.02 萬