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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 4,264,901 | $6.91 億 | 0.20% | +124,891+3.0% | 加碼 |
| Parnassus Investments | 4,473,133 | $7.25 億 | 1.61% | +12,404+0.3% | 加碼 |
| UBS Group AG | 4,484,183 | $7.27 億 | 0.29% | +538,650+13.7% | 加碼 |
| Charles Schwab Investment Management Inc | 4,494,928 | $7.28 億 | 0.18% | +66,923+1.5% | 加碼 |
| Barclays PLC | 4,667,534 | $7.56 億 | 0.39% | +2,001,201+75.1% | 加碼 |
| Lazard Asset Management LLC | 4,698,605 | $7.62 億 | 0.96% | +345,576+7.9% | 加碼 |
| American Century Companies Inc | 4,863,886 | $7.88 億 | 0.54% | −104,952−2.1% | 減碼 |
| Fisher Asset Management, LLC | 5,007,545 | $8.12 億 | 0.43% | +120,636+2.5% | 加碼 |
| Pictet Asset Management Holding SA | 5,570,803 | $9.03 億 | 1.00% | −180,338−3.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,853,296 | $9.49 億 | 1.26% | +116,809+2.0% | 加碼 |
| Davis Selected Advisers | 5,937,245 | $9.62 億 | 5.44% | −872,578−12.8% | 減碼 |
| Deutsche Bank AG | 6,099,505 | $9.89 億 | 0.51% | +357,564+6.2% | 加碼 |
| Legal & General Group Plc | 6,196,995 | $10.0 億 | 0.31% | +57,401+0.9% | 加碼 |
| Bank of America Corp | 6,762,997 | $11.0 億 | 0.12% | +145,307+2.2% | 加碼 |
| UBS Asset Management Americas Inc | 6,898,434 | $11.2 億 | 0.44% | +917,724+15.3% | 加碼 |
| Matrix Capital Management Company, LP | 7,052,700 | $11.4 億 | 11.76% | 00.0% | 不變 |
| Invesco Ltd. | 7,081,498 | $11.5 億 | 0.27% | +869,760+14.0% | 加碼 |
| Ameriprise Financial Inc | 7,248,645 | $11.7 億 | 0.35% | −593,275−7.6% | 減碼 |
| Generation Investment Management LLP | 7,359,623 | $11.9 億 | 5.41% | −1,022,782−12.2% | 減碼 |
| Nuveen Asset Management, LLC | 7,967,374 | $12.9 億 | 0.42% | −1,520,705−16.0% | 減碼 |
| Norges Bank | 9,346,665 | $15.1 億 | 0.26% | +350,117+3.9% | 加碼 |
| Northern Trust Corp | 9,483,916 | $15.4 億 | 0.28% | −548,934−5.5% | 減碼 |
| Goldman Sachs Group Inc | 9,975,460 | $16.2 億 | 0.35% | +691,393+7.4% | 加碼 |
| Morgan Stanley | 10,298,028 | $16.7 億 | 0.15% | +302,741+3.0% | 加碼 |
| FMR LLC | 10,645,992 | $17.3 億 | 0.13% | −117,395−1.1% | 減碼 |
| Bank of New York Mellon Corp | 10,900,628 | $17.7 億 | 0.36% | −617,662−5.4% | 減碼 |
| Price T Rowe Associates Inc | 13,738,382 | $22.3 億 | 0.30% | +224,296+1.7% | 加碼 |
| Geode Capital Management, LLC | 18,283,656 | $29.6 億 | 0.31% | −149,202−0.8% | 減碼 |
| Capital International Investors | 22,005,192 | $35.7 億 | 0.80% | +682,098+3.2% | 加碼 |
| Capital World Investors | 26,386,915 | $42.8 億 | 0.76% | −10,366,249−28.2% | 減碼 |
| State Street Corp | 37,947,656 | $61.5 億 | 0.30% | +900,962+2.4% | 加碼 |
| Vanguard Group Inc | 74,117,176 | $120.1 億 | 0.26% | +973,218+1.3% | 加碼 |
| BlackRock Inc. | 75,203,893 | $121.9 億 | 0.31% | +2,866,213+4.0% | 加碼 |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −580,151−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −517,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −256,244−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −132,103−100.0% | 清倉 |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −102,720−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −96,494−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −92,057−100.0% | 清倉 |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −91,600−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −62,502−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −58,500−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −56,029−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −49,974−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −45,772−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −41,911−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −40,600−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −26,433−100.0% | 清倉 |
| Gates Foundation Trust大師蓋茲基金會信託 | 0 | $0 | 0.00% | −22,800−100.0% | 清倉 |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −21,354−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,973−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −15,139−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −14,390−100.0% | 清倉 |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −12,906−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −12,698−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −11,122−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,883−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −10,808−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −9,903−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −8,072−100.0% | 清倉 |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −7,945−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,790−100.0% | 清倉 |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −7,574−100.0% | 清倉 |
| Asset Management Resources, LLC | 0 | $0 | 0.00% | −7,365−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Himension Fund | 0 | $0 | 0.00% | −5,940−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −5,785−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,704−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −5,371−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −5,332−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −4,965−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,616−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,429−100.0% | 清倉 |
| Lattice Capital Management, LLC | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,787−100.0% | 清倉 |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,610−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −3,053−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,933−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,927−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −2,884−100.0% | 清倉 |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −2,879−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,805−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,557−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −2,312−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,098−100.0% | 清倉 |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,754−100.0% | 清倉 |
| First County Bank | 0 | $0 | 0.00% | −1,740−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,731−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,633−100.0% | 清倉 |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,552−100.0% | 清倉 |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −1,527−100.0% | 清倉 |
| Trellis Advisors, LLC | 0 | $0 | 0.00% | −1,492−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −1,481−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,197−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −978−100.0% | 清倉 |