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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 892,797 | $1.45 億 | 0.54% | +33,922+3.9% | 加碼 |
| Assenagon Asset Management S.A. | 884,485 | $1.43 億 | 0.44% | +334,106+60.7% | 加碼 |
| ProShare Advisors LLC | 873,713 | $1.42 億 | 0.43% | −136,074−13.5% | 減碼 |
| CapitalatWork S.A. | 862,651 | $1.40 億 | 5.06% | +862,651 | 新進 |
| Panagora Asset Management Inc | 861,310 | $1.40 億 | 0.78% | −45,243−5.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 845,364 | $1.37 億 | 0.38% | −218,589−20.5% | 減碼 |
| Raymond James & Associates | 845,178 | $1.37 億 | 0.10% | +24,401+3.0% | 加碼 |
| Epoch Investment Partners, Inc. | 840,804 | $1.36 億 | 0.62% | +163,916+24.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 895,664 | $1.36 億 | 0.24% | +65,626+7.9% | 加碼 |
| New York State Teachers Retirement System | 823,108 | $1.33 億 | 0.30% | −25,069−3.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 799,701 | $1.30 億 | 0.08% | +17,011+2.2% | 加碼 |
| Thrivent Financial for Lutherans | 799,408 | $1.30 億 | 0.28% | +93,922+13.3% | 加碼 |
| Millennium Management LLC | 790,630 | $1.28 億 | 0.12% | −374,615−32.1% | 減碼 |
| Close Asset Management Ltd | 770,854 | $1.25 億 | 5.23% | −796−0.1% | 減碼 |
| Nomura Asset Management Co Ltd | 769,915 | $1.25 億 | 0.52% | +89,750+13.2% | 加碼 |
| Bank of Nova Scotia | 748,720 | $1.21 億 | 0.23% | +462,104+161.2% | 加碼 |
| Truist Financial Corp | 743,844 | $1.21 億 | 0.19% | −65,067−8.0% | 減碼 |
| Glenmede Trust Co NA | 743,716 | $1.21 億 | 0.63% | +8,110+1.1% | 加碼 |
| Lord, Abbett & Co. LLC | 738,112 | $1.20 億 | 0.42% | +21,418+3.0% | 加碼 |
| Stifel Financial Corp | 735,530 | $1.19 億 | 0.15% | +25,993+3.7% | 加碼 |
| APG Asset Management N.V. | 795,626 | $1.17 億 | 0.23% | −41,958−5.0% | 減碼 |
| Storebrand Asset Management AS | 713,969 | $1.16 億 | 0.42% | +123,954+21.0% | 加碼 |
| Renaissance Technologies LLC | 711,548 | $1.15 億 | 0.18% | −198,100−21.8% | 減碼 |
| CIBC World Markets Corp | 697,783 | $1.13 億 | 0.62% | +555,205+389.4% | 加碼 |
| Abn Amro Investment Solutions | 688,773 | $1.12 億 | 1.96% | +19,470+2.9% | 加碼 |
| ING Groep NV | 686,281 | $1.11 億 | 0.89% | +168,913+32.6% | 加碼 |
| Zurich Insurance Group Ltd | 684,878 | $1.11 億 | 1.13% | −15,437−2.2% | 減碼 |
| Russell Investments Group, Ltd. | 659,511 | $1.07 億 | 0.19% | +34,776+5.6% | 加碼 |
| Nissay Asset Management Corp | 658,923 | $1.07 億 | 0.86% | +531,686+417.9% | 加碼 |
| US Bancorp | 656,472 | $1.06 億 | 0.16% | −30,330−4.4% | 減碼 |
| Citadel Advisors LLC | 647,756 | $1.05 億 | 0.11% | +170,147+35.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 637,926 | $1.03 億 | 0.15% | +25,776+4.2% | 加碼 |
| Schroder Investment Management Group | 622,690 | $1.01 億 | 0.13% | +46,501+8.1% | 加碼 |
| Rockefeller Capital Management L.P. | 619,681 | $1.00 億 | 0.34% | +28,734+4.9% | 加碼 |
| Bristol Gate Capital Partners Inc. | 619,037 | $1.00 億 | 5.00% | −22,332−3.5% | 減碼 |
| XN LP | 606,558 | $9,830 萬 | 6.51% | +15,160+2.6% | 加碼 |
| Natixis Advisors, L.P. | 578,580 | $9,377 萬 | 0.25% | +67,018+13.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 576,066 | $9,336 萬 | 0.23% | +42,123+7.9% | 加碼 |
| Fifth Third Bancorp | 562,375 | $9,114 萬 | 0.39% | +9,787+1.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 556,288 | $9,016 萬 | 0.19% | −27,400−4.7% | 減碼 |
| Argent Capital Management LLC | 551,530 | $8,939 萬 | 2.92% | −8,830−1.6% | 減碼 |
| Retirement Systems of Alabama | 540,465 | $8,759 萬 | 0.37% | −5,509−1.0% | 減碼 |
| Toronto Dominion Bank | 537,677 | $8,714 萬 | 0.13% | +24,152+4.7% | 加碼 |
| Zacks Investment Management | 535,500 | $8,679 萬 | 1.07% | −15,889−2.9% | 減碼 |
| Guggenheim Capital LLC | 528,325 | $8,563 萬 | 0.65% | +26,814+5.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 522,000 | $8,460 萬 | 0.30% | +470,023+904.3% | 加碼 |
| Natixis | 521,972 | $8,460 萬 | 0.64% | −143,149−21.5% | 減碼 |
| Ci Investments Inc. | 517,102 | $8,381 萬 | 0.43% | −14,520−2.7% | 減碼 |
| Susquehanna International Group, LLP | 515,938 | $8,362 萬 | 0.14% | −26,232−4.8% | 減碼 |
| Erste Asset Management GmbH | 510,204 | $8,329 萬 | 1.22% | −2,408−0.5% | 減碼 |
| Clark Capital Management Group, Inc. | 510,204 | $8,269 萬 | 0.68% | −186,551−26.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 501,501 | $8,128 萬 | 0.29% | −5,589−1.1% | 減碼 |
| Wedge Capital Management L L P | 490,674 | $7,952 萬 | 1.42% | −422−0.1% | 減碼 |
| HighTower Advisors, LLC | 487,795 | $7,898 萬 | 0.13% | +23,329+5.0% | 加碼 |
| Kempen Capital Management N.V. | 483,262 | $7,832 萬 | 1.09% | +108,331+28.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 479,833 | $7,777 萬 | 0.26% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 467,013 | $7,569 萬 | 0.10% | +263,100+129.0% | 加碼 |
| State of Wisconsin Investment Board | 464,118 | $7,522 萬 | 0.21% | −218,212−32.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 454,273 | $7,362 萬 | 0.06% | +2,119+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 444,315 | $7,201 萬 | 0.08% | +28,280+6.8% | 加碼 |
| Public Employees Retirement System of Ohio | 437,478 | $7,090 萬 | 0.28% | −4,073−0.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 433,424 | $7,025 萬 | 0.57% | −21,180−4.7% | 減碼 |
| Capital Fund Management S.A. | 427,281 | $6,925 萬 | 0.88% | −56,389−11.7% | 減碼 |
| UniSuper Management Pty Ltd | 424,596 | $6,881 萬 | 0.76% | +650+0.2% | 加碼 |
| LPL Financial LLC | 412,130 | $6,679 萬 | 0.04% | +5,740+1.4% | 加碼 |
| Aviva PLC | 411,477 | $6,669 萬 | 0.24% | +124,615+43.4% | 加碼 |
| M&T Bank Corp | 409,880 | $6,643 萬 | 0.24% | −4,261−1.0% | 減碼 |
| CI Private Wealth, LLC | 407,299 | $6,601 萬 | 0.12% | +45,431+12.6% | 加碼 |
| Boston Trust Walden Corp | 405,443 | $6,571 萬 | 0.50% | +80,097+24.6% | 加碼 |
| Korea Investment CORP | 400,721 | $6,494 萬 | 0.17% | +10,372+2.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 399,762 | $6,479 萬 | 0.58% | −12,300−3.0% | 減碼 |
| Treasurer of the State of North Carolina | 399,540 | $6,475 萬 | 0.31% | +1,349+0.3% | 加碼 |
| Brandes Investment Partners, LP | 399,108 | $6,468 萬 | 0.98% | +4,969+1.3% | 加碼 |
| Asset Management One Co.,Ltd. | 391,049 | $6,379 萬 | 0.26% | +8,008+2.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 391,893 | $6,352 萬 | 0.44% | +28,217+7.8% | 加碼 |
| SEI Investments Co | 390,842 | $6,334 萬 | 0.10% | +6,022+1.6% | 加碼 |
| Whittier Trust Co | 386,230 | $6,260 萬 | 1.01% | −19,784−4.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 384,179 | $6,226 萬 | 0.29% | −62,703−14.0% | 減碼 |
| Sound Shore Management Inc | 380,535 | $6,167 萬 | 2.14% | −9,662−2.5% | 減碼 |
| Earnest Partners LLC | 378,292 | $6,131 萬 | 0.31% | −16,901−4.3% | 減碼 |
| Crestwood Advisors Group LLC | 373,826 | $6,059 萬 | 1.41% | +18,510+5.2% | 加碼 |
| Vulcan Value Partners, LLC | 373,144 | $6,029 萬 | 0.88% | −57,563−13.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 370,107 | $5,998 萬 | 0.84% | +130,990+54.8% | 加碼 |
| Tocqueville Asset Management L.P. | 366,782 | $5,944 萬 | 1.08% | −365−0.1% | 減碼 |
| STRS Ohio | 362,521 | $5,875 萬 | 0.24% | −12,464−3.3% | 減碼 |
| QRG Capital Management, Inc. | 359,065 | $5,819 萬 | 0.86% | −3,227−0.9% | 減碼 |
| CIBC World Markets Inc. | 349,969 | $5,672 萬 | 0.16% | +192,054+121.6% | 加碼 |
| British Columbia Investment Management Corp | 342,120 | $5,545 萬 | 0.45% | +7,011+2.1% | 加碼 |
| State of Tennessee, Treasury Department | 341,288 | $5,531 萬 | 0.22% | +36,706+12.1% | 加碼 |
| Mariner, LLC | 333,425 | $5,404 萬 | 0.13% | +1,623+0.5% | 加碼 |
| Capital Advisors Inc | 322,925 | $5,234 萬 | 1.17% | +13,309+4.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 322,140 | $5,221 萬 | 0.09% | +5,720+1.8% | 加碼 |
| Handelsbanken Fonder AB | 321,575 | $5,212 萬 | 0.25% | +25,298+8.5% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $5,188 萬 | 2.33% | 00.0% | 不變 |
| ABN AMRO Bank N.V. | 314,429 | $5,120 萬 | 0.84% | +19,042+6.4% | 加碼 |
| American International Group, Inc. | 314,720 | $5,101 萬 | 0.21% | +2,470+0.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 312,675 | $5,068 萬 | 1.08% | +64,854+26.2% | 加碼 |
| Nisa Investment Advisors, LLC | 307,141 | $4,978 萬 | 0.35% | +6,909+2.3% | 加碼 |
| Commonwealth Equity Services, LLC | 303,999 | $4,927 萬 | 0.09% | +5,446+1.8% | 加碼 |
| Lazard Freres Gestion S.A.S. | 319,618 | $4,902 萬 | 1.41% | +1,501+0.5% | 加碼 |