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 |
|---|---|---|---|---|---|
| Burney Co | 73,754 | $1,195 萬 | 0.50% | +20,142+37.6% | 加碼 |
| D.A. Davidson & Co. | 73,687 | $1,194 萬 | 0.12% | −1,295−1.7% | 減碼 |
| Ardevora Asset Management LLP | 73,523 | $1,192 萬 | 1.06% | −8,223−10.1% | 減碼 |
| Aptus Capital Advisors, LLC | 73,463 | $1,191 萬 | 0.35% | +93+0.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 73,035 | $1,184 萬 | 0.32% | +2,751+3.9% | 加碼 |
| Matthews International Capital Management LLC | 72,896 | $1,181 萬 | 1.66% | +60,323+479.8% | 加碼 |
| Jacobs & Co | 71,647 | $1,161 萬 | 1.32% | −1,905−2.6% | 減碼 |
| Capital Investment Counsel, Inc | 71,500 | $1,159 萬 | 2.03% | +125+0.2% | 加碼 |
| Ieq Capital, LLC | 71,227 | $1,154 萬 | 0.19% | +3,966+5.9% | 加碼 |
| Churchill Management Corp | 70,677 | $1,145 萬 | 0.18% | −3,286−4.4% | 減碼 |
| Roanoke Asset Management Corp | 70,500 | $1,143 萬 | 4.24% | −345−0.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 69,096 | $1,120 萬 | 0.32% | −8,139−10.5% | 減碼 |
| Hoylecohen, LLC | 69,043 | $1,119 萬 | 0.91% | +321+0.5% | 加碼 |
| Holderness Investments Co | 67,974 | $1,102 萬 | 3.02% | −75−0.1% | 減碼 |
| Bard Financial Services, Inc. | 67,865 | $1,100 萬 | 1.23% | −2,210−3.2% | 減碼 |
| Brown Advisory Inc | 67,648 | $1,096 萬 | 0.02% | +2,287+3.5% | 加碼 |
| Kentucky Retirement Systems | 66,932 | $1,085 萬 | 0.34% | −5,014−7.0% | 減碼 |
| Baader Bank INC | 66,556 | $1,078 萬 | 0.92% | −7,582−10.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,559 | $1,063 萬 | 0.05% | +56,940+660.6% | 加碼 |
| Hosking Partners LLP | 65,511 | $1,062 萬 | 0.45% | −4,743−6.8% | 減碼 |
| Maryland State Retirement & Pension System | 65,020 | $1,054 萬 | 0.22% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 64,957 | $1,053 萬 | 0.10% | −13,569−17.3% | 減碼 |
| Berkley W R Corp | 64,500 | $1,045 萬 | 0.76% | +64,500 | 新進 |
| Prudential PLC | 64,453 | $1,045 萬 | 0.11% | +20,018+45.1% | 加碼 |
| Trillium Asset Management, LLC | 63,844 | $1,035 萬 | 0.28% | −810−1.3% | 減碼 |
| Cresset Asset Management, LLC | 63,499 | $1,029 萬 | 0.06% | +3,711+6.2% | 加碼 |
| Buckingham Capital Management, Inc. | 63,489 | $1,029 萬 | 1.38% | −3,648−5.4% | 減碼 |
| Banque Cantonale Vaudoise | 63,428 | $1,028 萬 | 0.45% | +21,010+49.5% | 加碼 |
| Evercore Wealth Management, LLC | 63,229 | $1,025 萬 | 0.17% | −131−0.2% | 減碼 |
| General American Investors Co Inc | 61,652 | $999.2 萬 | 0.83% | 00.0% | 不變 |
| Shell Asset Management Co | 60,619 | $982.5 萬 | 0.45% | −15,746−20.6% | 減碼 |
| Intermede Investment Partners Ltd | 60,282 | $977.0 萬 | 0.22% | −8,712−12.6% | 減碼 |
| Investment Management Corp of Ontario | 60,137 | $974.6 萬 | 0.24% | +54,997+1,070.0% | 加碼 |
| Senvest Management, LLC | 59,900 | $970.8 萬 | 0.37% | +59,900 | 新進 |
| O'Shaughnessy Asset Management, LLC | 59,691 | $967.4 萬 | 0.13% | +8,345+16.3% | 加碼 |
| Oppenheimer & Co Inc | 58,631 | $950.2 萬 | 0.17% | −2,017−3.3% | 減碼 |
| Jamison Private Wealth Management, Inc. | 57,842 | $937.4 萬 | 1.76% | −477−0.8% | 減碼 |
| Larson Financial Group LLC | 56,811 | $920.7 萬 | 0.80% | −497−0.9% | 減碼 |
| Pallas Capital Advisors LLC | 56,770 | $920.1 萬 | 0.49% | +2,178+4.0% | 加碼 |
| Hartford Investment Management Co | 56,349 | $913.2 萬 | 0.34% | −2,209−3.8% | 減碼 |
| SFMG, LLC | 56,086 | $909.0 萬 | 0.84% | +456+0.8% | 加碼 |
| Glassy Mountain Advisors, Inc. | 55,554 | $900.4 萬 | 3.71% | −1,284−2.3% | 減碼 |
| F&V Capital Management, LLC | 55,451 | $898.7 萬 | 2.88% | −4,200−7.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 55,202 | $894.7 萬 | 0.14% | −2,457−4.3% | 減碼 |
| Colonial Trust Advisors | 55,009 | $891.5 萬 | 0.95% | +514+0.9% | 加碼 |
| William Allan, LLC | 54,955 | $890.7 萬 | 6.39% | −418−0.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 54,949 | $890.6 萬 | 0.69% | −14,529−20.9% | 減碼 |
| Kestra Advisory Services, LLC | 54,626 | $885.3 萬 | 0.07% | +4,198+8.3% | 加碼 |
| GWM Advisors LLC | 53,213 | $871.8 萬 | 0.08% | +12,588+31.0% | 加碼 |
| Banque Pictet & Cie SA | 53,749 | $871.1 萬 | 0.10% | −8,018−13.0% | 減碼 |
| Westpac Banking Corp | 53,627 | $869.1 萬 | 0.72% | +1,982+3.8% | 加碼 |
| Greenwich Wealth Management LLC | 53,189 | $862.0 萬 | 0.85% | +60.0% | 加碼 |
| Securian Asset Management, Inc | 52,980 | $858.6 萬 | 0.24% | −7,281−12.1% | 減碼 |
| Burr Financial Services, LLC | 39,016 | $858.2 萬 | 6.56% | +39,016 | 新進 |
| Empowered Funds, LLC | 52,938 | $858.0 萬 | 0.22% | +22,066+71.5% | 加碼 |
| Summit Street Capital Management, LLC | 52,581 | $852.2 萬 | 3.61% | 00.0% | 不變 |
| Tiaa Trust, National Association | 52,045 | $843.5 萬 | 0.03% | +680+1.3% | 加碼 |
| Atria Investments LLC | 51,874 | $840.3 萬 | 0.13% | +403+0.8% | 加碼 |
| Flputnam Investment Management Co | 51,818 | $839.8 萬 | 0.20% | +807+1.6% | 加碼 |
| Verition Fund Management LLC | 51,792 | $839.4 萬 | 0.09% | +42,470+455.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 51,582 | $836.0 萬 | 0.11% | +245+0.5% | 加碼 |
| PEAK6 Investments LLC | 51,284 | $831.2 萬 | 0.36% | +51,284 | 新進 |
| Oppenheimer Asset Management Inc. | 50,702 | $821.7 萬 | 0.11% | −11,338−18.3% | 減碼 |
| Liontrust Investment Partners LLP | 50,000 | $810.4 萬 | 0.12% | −11,000−18.0% | 減碼 |
| Brinker Capital Investments, LLC | 53,419 | $809.6 萬 | 0.09% | +1,430+2.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 53,419 | $809.6 萬 | 0.09% | +1,430+2.8% | 加碼 |
| Davenport & Co LLC | 49,723 | $805.9 萬 | 0.06% | +601+1.2% | 加碼 |
| Compass Wealth Management LLC | 49,690 | $805.3 萬 | 2.25% | −875−1.7% | 減碼 |
| First Citizens Bank & Trust Co | 49,656 | $804.8 萬 | 0.15% | −353−0.7% | 減碼 |
| Choate Investment Advisors | 49,496 | $802.2 萬 | 0.25% | +347+0.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49,347 | $799.8 萬 | 0.27% | +5,038+11.4% | 加碼 |
| WoodTrust Financial Corp | 49,164 | $796.8 萬 | 1.36% | −1,491−2.9% | 減碼 |
| Commerce Bank | 48,807 | $791.0 萬 | 0.06% | −351−0.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 48,529 | $786.5 萬 | 0.72% | +1,547+3.3% | 加碼 |
| Signet Financial Management, LLC | 48,519 | $786.3 萬 | 1.18% | +59+0.1% | 加碼 |
| Point72 Hong Kong Ltd | 48,458 | $785.4 萬 | 0.48% | +48,458 | 新進 |
| KCM Investment Advisors LLC | 48,340 | $783.4 萬 | 0.31% | −920−1.9% | 減碼 |
| EP Wealth Advisors, LLC | 47,902 | $776.4 萬 | 0.10% | +6,164+14.8% | 加碼 |
| TCW Group Inc | 47,485 | $774.6 萬 | 0.09% | +47,485 | 新進 |
| Chartwell Investment Partners, LLC | 47,430 | $768.7 萬 | 0.27% | +47,430 | 新進 |
| Cornerstone Advisors, LLC | 47,100 | $763.3 萬 | 0.34% | −5,000−9.6% | 減碼 |
| MAI Capital Management | 47,007 | $761.8 萬 | 0.10% | +2,299+5.1% | 加碼 |
| Avitas Wealth Management LLC | 46,497 | $753.6 萬 | 1.26% | +1,478+3.3% | 加碼 |
| Bogart Wealth, LLC | 46,283 | $750.1 萬 | 0.42% | +3,389+7.9% | 加碼 |
| Credit Agricole S A | 46,103 | $747.2 萬 | 0.15% | +8,461+22.5% | 加碼 |
| Trexquant Investment LP | 45,873 | $743.5 萬 | 0.17% | −158,912−77.6% | 減碼 |
| Eisler Capital (UK) Ltd. | 45,827 | $742.7 萬 | 0.68% | −101,600−68.9% | 減碼 |
| Smithbridge Asset Management Inc | 45,686 | $740.4 萬 | 1.69% | −535−1.2% | 減碼 |
| Kinneret Advisory, LLC | 45,189 | $732.4 萬 | 0.81% | −287−0.6% | 減碼 |
| Guinness Atkinson Asset Management Inc | 45,185 | $732.3 萬 | 3.75% | −907−2.0% | 減碼 |
| Point72 Middle East FZE | 45,116 | $731.2 萬 | 0.51% | −8,219−15.4% | 減碼 |
| Contravisory Investment Management, Inc. | 44,882 | $727.4 萬 | 1.78% | +44,882 | 新進 |
| Savoie Capital LLC | 44,745 | $725.2 萬 | 1.66% | −17,300−27.9% | 減碼 |
| Northwest Bancshares, Inc. | 44,736 | $725.0 萬 | 1.32% | +1,937+4.5% | 加碼 |
| Taylor Hoffman Wealth Management | 44,623 | $723.2 萬 | 3.26% | +495+1.1% | 加碼 |
| Meritage Portfolio Management | 44,587 | $722.6 萬 | 0.48% | +29+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 44,515 | $721.5 萬 | 0.10% | +468+1.1% | 加碼 |
| Ascent Wealth Partners, LLC | 44,016 | $713.4 萬 | 1.16% | −39−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 43,986 | $712.9 萬 | 0.27% | 00.0% | 不變 |
| Evergreen Private Wealth LLC | 43,722 | $708.6 萬 | 3.82% | +43,722 | 新進 |