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 13F 持有人
Applied Materials Inc 在 2023/12/31 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
- 2,034
- 較 2023 年第 3 季 +213 家
- 持有股數
- 6.73 億
- 較 2023 年第 3 季 +499.3 萬 (+0.7%)
- 總市值
- $1,090 億
- 較 2023 年第 3 季 +$163.7 億 (+17.7%)
- 新進機構
- 298
- 另有 744 家加碼
- 清倉機構
- 85
- 另有 719 家減碼
另有 31 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 18,360 | $297.6 萬 | 1.15% | +311+1.7% | 加碼 |
| Kemnay Advisory Services Inc. | 18,385 | $298.0 萬 | 0.72% | −1,851−9.1% | 減碼 |
| Dakota Wealth Management | 18,555 | $300.7 萬 | 0.12% | +2,032+12.3% | 加碼 |
| Conscious Wealth Investments, LLC | 17,516 | $302.4 萬 | 2.41% | +17,516 | 新進 |
| Meitav Dash Investments Ltd | 18,962 | $308.1 萬 | 0.05% | −29,040−60.5% | 減碼 |
| CoreCap Advisors, LLC | 19,019 | $308.2 萬 | 0.20% | +604+3.3% | 加碼 |
| Palisade Capital Management LLC | 19,048 | $308.7 萬 | 0.08% | −12−0.1% | 減碼 |
| First Manhattan Co | 19,081 | $309.5 萬 | 0.01% | +286+1.5% | 加碼 |
| Perennial Advisors, LLC | 19,147 | $310.3 萬 | 0.76% | −186−1.0% | 減碼 |
| Change Path, LLC | 19,170 | $310.7 萬 | 0.20% | +2,841+17.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 19,241 | $311.8 萬 | 0.06% | +5,776+42.9% | 加碼 |
| Pettee Investors, Inc. | 19,242 | $311.9 萬 | 1.38% | 00.0% | 不變 |
| Balentine LLC | 19,263 | $312.2 萬 | 0.10% | +3,538+22.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,270 | $312.3 萬 | 0.17% | +492+2.6% | 加碼 |
| Cape Ann Savings Bank | 19,071 | $313.3 萬 | 2.07% | +423+2.3% | 加碼 |
| Occidental Asset Management, LLC | 19,421 | $314.8 萬 | 0.65% | +257+1.3% | 加碼 |
| Benjamin Edwards Inc | 19,430 | $314.9 萬 | 0.69% | +2,468+14.6% | 加碼 |
| Stanley-Laman Group, Ltd. | 19,462 | $315.4 萬 | 0.48% | −693−3.4% | 減碼 |
| Saranac Partners Ltd | 19,480 | $315.7 萬 | 2.09% | +19,480 | 新進 |
| Processus Wealth & Capital Management, LLC | 19,763 | $320.3 萬 | 3.20% | +19,763 | 新進 |
| FJ Investments, LLC | 19,804 | $321.0 萬 | 0.15% | +19,804 | 新進 |
| American Money Management, LLC | 19,921 | $322.9 萬 | 0.73% | −540−2.6% | 減碼 |
| Mather Group, LLC. | 19,931 | $323.0 萬 | 0.05% | +112+0.6% | 加碼 |
| Tandem Capital Management Corp | 19,934 | $323.1 萬 | 2.01% | −1,353−6.4% | 減碼 |
| Harfst & Associates, Inc. | 19,997 | $324.1 萬 | 0.86% | −432−2.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 20,074 | $325.3 萬 | 0.34% | +2,647+15.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 20,092 | $325.6 萬 | 0.96% | +20,092 | 新進 |
| Ancora Advisors, LLC | 20,194 | $327.3 萬 | 0.08% | +14+0.1% | 加碼 |
| ARS Investment Partners, LLC | 20,207 | $327.5 萬 | 0.36% | −1,000−4.7% | 減碼 |
| Graham Capital Management, L.P. | 20,228 | $327.8 萬 | 0.10% | +2,390+13.4% | 加碼 |
| Bangor Savings Bank | 20,251 | $328.2 萬 | 0.36% | −958−4.5% | 減碼 |
| Cullen Capital Management LLC | 20,295 | $328.9 萬 | 0.05% | −3,063−13.1% | 減碼 |
| Institute for Wealth Management, LLC. | 20,323 | $329.4 萬 | 0.54% | −65−0.3% | 減碼 |
| Alpine Woods Capital Investors, LLC | 20,343 | $329.7 萬 | 0.49% | +1,000+5.2% | 加碼 |
| Elevatus Welath Management | 20,347 | $329.8 萬 | 1.50% | +5,048+33.0% | 加碼 |
| Outfitter Financial LLC | 20,350 | $329.8 萬 | 2.88% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 20,389 | $330.4 萬 | 0.19% | +20,389 | 新進 |
| Avantax Advisory Services, Inc. | 20,420 | $330.9 萬 | 0.03% | +4,129+25.3% | 加碼 |
| Twin Capital Management Inc | 20,449 | $331.4 萬 | 0.43% | −65−0.3% | 減碼 |
| Fruth Investment Management | 20,575 | $333.4 萬 | 0.93% | 00.0% | 不變 |
| St Germain D J Co Inc | 20,585 | $333.6 萬 | 0.17% | −196−0.9% | 減碼 |
| Atlas Capital Advisors LLC | 20,612 | $334.1 萬 | 0.48% | +547+2.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 20,784 | $336.8 萬 | 0.03% | −5,783−21.8% | 減碼 |
| Flossbach Von Storch AG | 20,798 | $337.1 萬 | 0.02% | −153,615−88.1% | 減碼 |
| Ostrum Asset Management | 21,059 | $341.3 萬 | 0.30% | +3,969+23.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 21,121 | $342.3 萬 | 0.05% | +10,632+101.4% | 加碼 |
| River & Mercantile Asset Management LLP | 21,186 | $343.4 萬 | 0.65% | −1,898−8.2% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 21,341 | $345.9 萬 | 0.18% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 21,379 | $346.5 萬 | 0.74% | −263−1.2% | 減碼 |
| Meridian Wealth Management, LLC | 21,443 | $347.5 萬 | 0.22% | −13,539−38.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 21,594 | $350.0 萬 | 0.36% | −25,924−54.6% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 21,650 | $350.9 萬 | 2.92% | 00.0% | 不變 |
| Alberta Investment Management Corp | 21,666 | $351.1 萬 | 0.03% | +4,266+24.5% | 加碼 |
| Smithfield Trust Co | 21,697 | $351.5 萬 | 0.20% | −496−2.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 21,790 | $353.2 萬 | 0.16% | −3,360−13.4% | 減碼 |
| Hendley & Co Inc | 21,889 | $354.8 萬 | 1.38% | −445−2.0% | 減碼 |
| Independent Advisor Alliance | 22,151 | $359.0 萬 | 0.13% | +370+1.7% | 加碼 |
| Geneva Partners, LLC | 22,411 | $363.2 萬 | 2.01% | +22,411 | 新進 |
| SP Asset Management LLC | 22,447 | $363.8 萬 | 0.37% | +404+1.8% | 加碼 |
| Beacon Investment Advisors LLC | 22,507 | $364.8 萬 | 2.33% | +121+0.5% | 加碼 |
| Wunderlich Capital Managemnt | 22,641 | $366.9 萬 | 1.65% | −509−2.2% | 減碼 |
| Advisory Resource Group | 22,643 | $367.0 萬 | 0.91% | −1,177−4.9% | 減碼 |
| FineMark National Bank & Trust | 22,723 | $368.3 萬 | 0.15% | −109−0.5% | 減碼 |
| Everence Capital Management Inc | 22,816 | $369.8 萬 | 0.26% | 00.0% | 不變 |
| Wright Investors Service Inc | 23,010 | $372.9 萬 | 1.05% | −867−3.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 23,389 | $379.1 萬 | 0.25% | +250+1.1% | 加碼 |
| Phraction Management LLC | 23,430 | $379.7 萬 | 1.60% | +17+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 23,477 | $380.5 萬 | 0.01% | +3,809+19.4% | 加碼 |
| Hennessy Advisors Inc | 23,613 | $382.7 萬 | 0.19% | +95+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 23,618 | $382.8 萬 | 0.07% | +1,846+8.5% | 加碼 |
| Cypress Asset Management Inc | 23,637 | $383.1 萬 | 1.15% | −141−0.6% | 減碼 |
| Leibman Financial Services, Inc. | 23,877 | $387.0 萬 | 3.23% | +23,877 | 新進 |
| TD Private Client Wealth LLC | 24,008 | $389.1 萬 | 0.14% | −3,376−12.3% | 減碼 |
| Diversified Trust Co | 24,309 | $394.0 萬 | 0.13% | +1,886+8.4% | 加碼 |
| Cetera Advisors LLC | 24,340 | $394.5 萬 | 0.05% | −567−2.3% | 減碼 |
| Central Bank & Trust Co | 24,568 | $398.2 萬 | 0.62% | −114−0.5% | 減碼 |
| Morse Asset Management, Inc | 24,677 | $399.9 萬 | 1.18% | −549−2.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 24,679 | $400.0 萬 | 0.05% | −586−2.3% | 減碼 |
| Apollon Wealth Management, LLC | 24,697 | $400.3 萬 | 0.14% | +6,502+35.7% | 加碼 |
| BOCHK Asset Management Ltd | 24,800 | $401.9 萬 | 2.47% | +24,800 | 新進 |
| Resolute Capital Asset Partners LLC | 25,000 | $405.2 萬 | 2.64% | +25,000 | 新進 |
| Nomura Holdings Inc | 25,035 | $405.7 萬 | 0.04% | +12,090+93.4% | 加碼 |
| United Services Automobile Association | 25,167 | $407.9 萬 | 0.09% | +2,076+9.0% | 加碼 |
| 1832 Asset Management L.P. | 25,218 | $408.7 萬 | 0.01% | −7,411−22.7% | 減碼 |
| Nilsine Partners, LLC | 25,237 | $409.0 萬 | 0.63% | −15−0.1% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 25,345 | $410.8 萬 | 0.84% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 25,460 | $412.6 萬 | 1.74% | +970+4.0% | 加碼 |
| D L Carlson Investment Group Inc | 22,039 | $413.6 萬 | 0.84% | −10,000−31.2% | 減碼 |
| Daymark Wealth Partners, LLC | 25,629 | $415.4 萬 | 0.26% | +50.0% | 加碼 |
| Shayne & Co., LLC | 25,662 | $415.9 萬 | 1.29% | −443−1.7% | 減碼 |
| Abner Herrman & Brock LLC | 25,730 | $417.0 萬 | 0.59% | +25,730 | 新進 |
| Colonial Trust Co | 25,759 | $417.5 萬 | 0.87% | +706+2.8% | 加碼 |
| Eliot Finkel Investment Counsel, LLC | 25,937 | $420.4 萬 | 2.82% | −113−0.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 26,094 | $422.9 萬 | 0.24% | +915+3.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 26,142 | $424.4 萬 | 0.15% | +20,170+337.7% | 加碼 |
| Hantz Financial Services, Inc. | 26,221 | $425.0 萬 | 0.09% | −1,926−6.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 26,332 | $426.8 萬 | 0.39% | −9,480−26.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 26,478 | $429.1 萬 | 0.11% | −28−0.1% | 減碼 |
| Peak Planning Group, LLC | 26,943 | $436.7 萬 | 3.14% | +1,938+7.8% | 加碼 |
| Glenview Trust Co | 26,950 | $436.8 萬 | 0.11% | −1,077−3.8% | 減碼 |