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
- 2,033
- 較 2023 年第 3 季 +213 家
- 持有股數
- 6.73 億
- 較 2023 年第 3 季 +499.2 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 743 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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 60,137 | $974.6 萬 | 0.24% | +54,997+1,070.0% | 加碼 |
| Intermede Investment Partners Ltd | 60,282 | $977.0 萬 | 0.22% | −8,712−12.6% | 減碼 |
| Shell Asset Management Co | 60,619 | $982.5 萬 | 0.45% | −15,746−20.6% | 減碼 |
| General American Investors Co Inc | 61,652 | $999.2 萬 | 0.83% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 63,229 | $1,025 萬 | 0.17% | −131−0.2% | 減碼 |
| Banque Cantonale Vaudoise | 63,428 | $1,028 萬 | 0.45% | +21,010+49.5% | 加碼 |
| Buckingham Capital Management, Inc. | 63,489 | $1,029 萬 | 1.38% | −3,648−5.4% | 減碼 |
| Cresset Asset Management, LLC | 63,499 | $1,029 萬 | 0.06% | +3,711+6.2% | 加碼 |
| Trillium Asset Management, LLC | 63,844 | $1,035 萬 | 0.28% | −810−1.3% | 減碼 |
| Prudential PLC | 64,453 | $1,045 萬 | 0.11% | +20,018+45.1% | 加碼 |
| Berkley W R Corp | 64,500 | $1,045 萬 | 0.76% | +64,500 | 新進 |
| Federation des caisses Desjardins du Quebec | 64,957 | $1,053 萬 | 0.10% | −13,569−17.3% | 減碼 |
| Maryland State Retirement & Pension System | 65,020 | $1,054 萬 | 0.22% | 00.0% | 不變 |
| Hosking Partners LLP | 65,511 | $1,062 萬 | 0.45% | −4,743−6.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,559 | $1,063 萬 | 0.05% | +56,940+660.6% | 加碼 |
| Baader Bank INC | 66,556 | $1,078 萬 | 0.92% | −7,582−10.2% | 減碼 |
| Kentucky Retirement Systems | 66,932 | $1,085 萬 | 0.34% | −5,014−7.0% | 減碼 |
| Brown Advisory Inc | 67,648 | $1,096 萬 | 0.02% | +2,287+3.5% | 加碼 |
| Bard Financial Services, Inc. | 67,865 | $1,100 萬 | 1.23% | −2,210−3.2% | 減碼 |
| Holderness Investments Co | 67,974 | $1,102 萬 | 3.02% | −75−0.1% | 減碼 |
| Hoylecohen, LLC | 69,043 | $1,119 萬 | 0.91% | +321+0.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 69,096 | $1,120 萬 | 0.32% | −8,139−10.5% | 減碼 |
| Roanoke Asset Management Corp | 70,500 | $1,143 萬 | 4.24% | −345−0.5% | 減碼 |
| Churchill Management Corp | 70,677 | $1,145 萬 | 0.18% | −3,286−4.4% | 減碼 |
| Ieq Capital, LLC | 71,227 | $1,154 萬 | 0.19% | +3,966+5.9% | 加碼 |
| Capital Investment Counsel, Inc | 71,500 | $1,159 萬 | 2.03% | +125+0.2% | 加碼 |
| Jacobs & Co | 71,647 | $1,161 萬 | 1.32% | −1,905−2.6% | 減碼 |
| Matthews International Capital Management LLC | 72,896 | $1,181 萬 | 1.66% | +60,323+479.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 73,035 | $1,184 萬 | 0.32% | +2,751+3.9% | 加碼 |
| Aptus Capital Advisors, LLC | 73,463 | $1,191 萬 | 0.35% | +93+0.1% | 加碼 |
| Ardevora Asset Management LLP | 73,523 | $1,192 萬 | 1.06% | −8,223−10.1% | 減碼 |
| D.A. Davidson & Co. | 73,687 | $1,194 萬 | 0.12% | −1,295−1.7% | 減碼 |
| Burney Co | 73,754 | $1,195 萬 | 0.50% | +20,142+37.6% | 加碼 |
| Mission Wealth Management, LP | 74,643 | $1,210 萬 | 0.40% | +540+0.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 76,000 | $1,232 萬 | 0.28% | 00.0% | 不變 |
| Torray LLC | 76,100 | $1,233 萬 | 2.00% | +86+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 77,010 | $1,248 萬 | 0.10% | +57,099+286.8% | 加碼 |
| Gateway Investment Advisers LLC | 77,185 | $1,251 萬 | 0.15% | +2,476+3.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,350 | $1,254 萬 | 0.16% | +2,790+3.7% | 加碼 |
| Connectus Wealth, LLC | 77,355 | $1,254 萬 | 0.26% | +11,710+17.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 77,932 | $1,263 萬 | 0.05% | +4,158+5.6% | 加碼 |
| Public Sector Pension Investment Board | 78,951 | $1,280 萬 | 0.10% | −11,001−12.2% | 減碼 |
| LVM Capital Management Ltd | 79,575 | $1,290 萬 | 1.65% | +5,050+6.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 79,892 | $1,295 萬 | 0.44% | +1,321+1.7% | 加碼 |
| Captrust Financial Advisors | 80,040 | $1,297 萬 | 0.04% | +8,938+12.6% | 加碼 |
| Maple Capital Management, Inc. | 80,360 | $1,302 萬 | 1.30% | +1,080+1.4% | 加碼 |
| Blair William & Co | 80,775 | $1,309 萬 | 0.04% | +911+1.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 81,110 | $1,315 萬 | 0.20% | +9,262+12.9% | 加碼 |
| Girard Partners Ltd. | 81,113 | $1,315 萬 | 1.33% | −2,172−2.6% | 減碼 |
| Isthmus Partners, LLC | 81,455 | $1,320 萬 | 1.72% | +649+0.8% | 加碼 |
| Huntington National Bank | 82,190 | $1,332 萬 | 0.12% | +8,575+11.6% | 加碼 |
| Citizens Financial Group Inc | 83,027 | $1,346 萬 | 0.46% | −2,058−2.4% | 減碼 |
| JustInvest LLC | 83,466 | $1,353 萬 | 0.35% | +10,290+14.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 83,738 | $1,357 萬 | 0.28% | −23,406−21.8% | 減碼 |
| DuPont Capital Management Corp | 84,078 | $1,363 萬 | 1.19% | −2,187−2.5% | 減碼 |
| Raymond James Trust N.A. | 84,552 | $1,370 萬 | 0.36% | −3,315−3.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 85,451 | $1,385 萬 | 0.38% | +9,741+12.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 86,720 | $1,405 萬 | 0.64% | +805+0.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 87,192 | $1,413 萬 | 0.25% | +87,192 | 新進 |
| Carmel Capital Management L.L.C. | 88,645 | $1,437 萬 | 6.90% | −1,300−1.4% | 減碼 |
| Hudson Bay Capital Management LP | 90,000 | $1,459 萬 | 0.13% | +90,000 | 新進 |
| Bridgeway Capital Management, LLC | 91,070 | $1,476 萬 | 0.32% | +48,070+111.8% | 加碼 |
| Curi Capital | 91,137 | $1,477 萬 | 2.04% | −10,422−10.3% | 減碼 |
| Brown Brothers Harriman & Co | 92,125 | $1,493 萬 | 0.12% | +4,881+5.6% | 加碼 |
| Sandler Capital Management | 92,870 | $1,505 萬 | 1.94% | −4,430−4.6% | 減碼 |
| Leuthold Group, LLC | 93,035 | $1,508 萬 | 1.89% | −103−0.1% | 減碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,520 萬 | 3.61% | 00.0% | 不變 |
| Cetera Investment Advisers | 94,992 | $1,540 萬 | 0.13% | +7,669+8.8% | 加碼 |
| Cetera Advisor Networks LLC | 95,269 | $1,544 萬 | 0.09% | +1,576+1.7% | 加碼 |
| Signature Estate & Investment Advisors LLC | 95,474 | $1,547 萬 | 0.46% | +1,381+1.5% | 加碼 |
| Lido Advisors, LLC | 96,115 | $1,558 萬 | 0.15% | −28,233−22.7% | 減碼 |
| LGT Group Foundation | 95,834 | $1,563 萬 | 0.35% | −2,204−2.2% | 減碼 |
| Grimes & Company, Inc. | 96,997 | $1,572 萬 | 0.52% | +662+0.7% | 加碼 |
| Power Corp of Canada | 97,655 | $1,583 萬 | 1.64% | −14,891−13.2% | 減碼 |
| HRT Financial LP | 97,780 | $1,585 萬 | 0.12% | +97,780 | 新進 |
| FRG Family Wealth Advisors LLC | 98,450 | $1,596 萬 | 3.24% | 00.0% | 不變 |
| Cumberland Partners Ltd | 113,660 | $1,597 萬 | 1.46% | −715−0.6% | 減碼 |
| Callahan Advisors, LLC | 99,197 | $1,608 萬 | 1.87% | −1,603−1.6% | 減碼 |
| First Foundation Advisors | 99,636 | $1,615 萬 | 0.74% | −8,418−7.8% | 減碼 |
| Telemark Asset Management, LLC | 100,000 | $1,621 萬 | 2.41% | +100,000 | 新進 |
| CCM Investment Advisers LLC | 100,755 | $1,633 萬 | 2.01% | −184−0.2% | 減碼 |
| Annex Advisory Services, LLC | 100,803 | $1,634 萬 | 0.68% | +27,253+37.1% | 加碼 |
| California First Leasing Corp | 102,000 | $1,653 萬 | 8.79% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 103,900 | $1,684 萬 | 0.04% | +5,200+5.3% | 加碼 |
| AE Wealth Management LLC | 101,512 | $1,694 萬 | 0.09% | +5,107+5.3% | 加碼 |
| BancorpSouth Bank | 104,776 | $1,698 萬 | 1.38% | +460.0% | 加碼 |
| Tudor Investment Corp Et Al | 105,268 | $1,706 萬 | 0.24% | +85,523+433.1% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,706 萬 | 2.53% | 00.0% | 不變 |
| Nan Shan Life Insurance Co., Ltd. | 105,390 | $1,708 萬 | 0.41% | +4,330+4.3% | 加碼 |
| Cullinan Associates Inc | 106,172 | $1,721 萬 | 0.96% | −6,931−6.1% | 減碼 |
| Eastern Bank | 106,191 | $1,721 萬 | 0.78% | +368+0.3% | 加碼 |
| Lountzis Asset Management, LLC | 106,822 | $1,731 萬 | 9.45% | −1,007−0.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 107,587 | $1,744 萬 | 0.54% | 00.0% | 不變 |
| Ethic Inc. | 107,915 | $1,749 萬 | 0.52% | +9,906+10.1% | 加碼 |
| Gotham Asset Management, LLC | 108,494 | $1,758 萬 | 0.33% | −56,257−34.1% | 減碼 |
| Steel Peak Wealth Management LLC | 110,437 | $1,790 萬 | 1.05% | −23,192−17.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 110,875 | $1,797 萬 | 0.08% | +5,353+5.1% | 加碼 |
| Keybank National Association | 111,833 | $1,812 萬 | 0.08% | −446−0.4% | 減碼 |
| Mutual of America Capital Management LLC | 111,999 | $1,815 萬 | 0.21% | −5,565−4.7% | 減碼 |
| Wealthfront Advisers LLC | 112,758 | $1,827 萬 | 0.07% | +24,048+27.1% | 加碼 |