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 |
|---|---|---|---|---|---|
| Symmetry Investments LP | 43,714 | $708.5 萬 | 1.30% | −16,642−27.6% | 減碼 |
| Blume Capital Management, Inc. | 43,476 | $704.6 萬 | 1.88% | −475−1.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 43,342 | $702.4 萬 | 0.67% | +828+1.9% | 加碼 |
| FourThought Financial Partners, LLC | 43,319 | $702.1 萬 | 0.88% | −5,513−11.3% | 減碼 |
| Synovus Financial Corp | 43,293 | $701.7 萬 | 0.10% | −10,616−19.7% | 減碼 |
| Generate Investment Management Ltd | 43,188 | $699.9 萬 | 0.60% | +43,188 | 新進 |
| Freestone Capital Holdings, LLC | 42,770 | $693.2 萬 | 0.31% | +583+1.4% | 加碼 |
| Smith Group Asset Management, LLC | 42,670 | $691.6 萬 | 0.40% | +42,670 | 新進 |
| Park Avenue Securities LLC | 41,756 | $676.7 萬 | 0.09% | +168+0.4% | 加碼 |
| Toroso Investments, LLC | 41,728 | $676.3 萬 | 0.16% | −2,633−5.9% | 減碼 |
| TownSquare Capital, LLC | 41,674 | $675.4 萬 | 0.12% | −3,326−7.4% | 減碼 |
| Plimoth Trust Co LLC | 41,663 | $675.2 萬 | 1.95% | −566−1.3% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,525 | $673.0 萬 | 5.39% | −49−0.1% | 減碼 |
| Montag A & Associates Inc | 40,780 | $660.9 萬 | 0.37% | −11,552−22.1% | 減碼 |
| Greenleaf Trust | 40,498 | $656.4 萬 | 0.07% | +411+1.0% | 加碼 |
| GQG Partners LLC | 40,064 | $649.3 萬 | 0.01% | +40,064 | 新進 |
| Bornite Capital Management LP | 40,000 | $648.3 萬 | 1.52% | +40,000 | 新進 |
| Vinva Investment Management Ltd | 39,481 | $644.0 萬 | 0.45% | +13,748+53.4% | 加碼 |
| Greenwood Capital Associates LLC | 39,672 | $643.0 萬 | 0.83% | +25,461+179.2% | 加碼 |
| Horizon Investment Services, LLC | 39,442 | $639.3 萬 | 3.45% | −801−2.0% | 減碼 |
| NEOS Investment Management LLC | 39,415 | $638.8 萬 | 0.60% | +1,619+4.3% | 加碼 |
| Koshinski Asset Management, Inc. | 39,004 | $632.1 萬 | 0.96% | +13,663+53.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 38,846 | $629.6 萬 | 0.10% | +181+0.5% | 加碼 |
| Quantinno Capital Management LP | 38,783 | $628.6 萬 | 0.22% | +9,448+32.2% | 加碼 |
| First Community Trust NA | 38,608 | $625.7 萬 | 6.79% | −260−0.7% | 減碼 |
| Phoenix Holdings Ltd. | 35,052 | $622.5 萬 | 0.10% | +969+2.8% | 加碼 |
| CWM, LLC | 37,821 | $613.0 萬 | 0.03% | +6,001+18.9% | 加碼 |
| Palmer Knight Co | 37,600 | $609.4 萬 | 3.68% | −131−0.3% | 減碼 |
| AIA Group Ltd | 37,541 | $608.4 萬 | 0.25% | +6,655+21.5% | 加碼 |
| Azzad Asset Management Inc | 37,264 | $603.9 萬 | 0.76% | −197−0.5% | 減碼 |
| Teza Capital Management LLC | 37,263 | $603.9 萬 | 1.01% | −764−2.0% | 減碼 |
| Univest Financial Corp | 37,253 | $603.8 萬 | 1.79% | −1,150−3.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 37,233 | $603.4 萬 | 0.17% | +857+2.4% | 加碼 |
| Hilton Capital Management, LLC | 37,225 | $603.3 萬 | 0.65% | +24+0.1% | 加碼 |
| AM Squared Ltd | 36,834 | $597.0 萬 | 12.37% | +36,834 | 新進 |
| Beech Hill Advisors, Inc. | 36,745 | $595.5 萬 | 2.88% | −1,824−4.7% | 減碼 |
| Naples Global Advisors, LLC | 36,701 | $594.8 萬 | 0.65% | −820−2.2% | 減碼 |
| Great Lakes Advisors, LLC | 36,579 | $592.8 萬 | 0.06% | −360−1.0% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 36,500 | $591.6 萬 | 2.72% | 00.0% | 不變 |
| Norinchukin Bank, The | 36,497 | $591.5 萬 | 0.14% | −4,867−11.8% | 減碼 |
| Hall Laurie J Trustee | 36,483 | $591.4 萬 | 2.27% | −75−0.2% | 減碼 |
| Marco Investment Management LLC | 36,240 | $587.3 萬 | 0.60% | +125+0.3% | 加碼 |
| United Capital Management of KS, Inc. | 36,214 | $586.9 萬 | 1.77% | +323+0.9% | 加碼 |
| Delta Financial Advisors LLC | 35,626 | $577.4 萬 | 2.50% | −2,748−7.2% | 減碼 |
| Siemens Fonds Invest GmbH | 35,584 | $576.7 萬 | 0.47% | +2,121+6.3% | 加碼 |
| Carret Asset Management, LLC | 35,529 | $575.8 萬 | 0.73% | −45−0.1% | 減碼 |
| GAM Holding AG | 35,471 | $574.9 萬 | 0.43% | −46−0.1% | 減碼 |
| MBB Public Markets I LLC | 35,222 | $570.8 萬 | 0.35% | −27,100−43.5% | 減碼 |
| Aureus Asset Management, LLC | 35,171 | $570.0 萬 | 0.42% | +206+0.6% | 加碼 |
| Citizens National Bank Trust Department | 35,165 | $569.9 萬 | 1.45% | −63−0.2% | 減碼 |
| First American Bank | 35,141 | $569.5 萬 | 0.48% | −591−1.7% | 減碼 |
| Penserra Capital Management LLC | 35,101 | $568.7 萬 | 0.11% | −149−0.4% | 減碼 |
| Kelly Lawrence W & Associates Inc | 35,038 | $567.9 萬 | 1.36% | −830−2.3% | 減碼 |
| Metis Global Partners, LLC | 34,930 | $566.1 萬 | 0.23% | −1,014−2.8% | 減碼 |
| Conning Inc. | 34,837 | $564.6 萬 | 0.20% | +768+2.3% | 加碼 |
| Vestcor Inc | 34,817 | $564.3 萬 | 0.19% | −977−2.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 34,778 | $563.7 萬 | 0.09% | +764+2.2% | 加碼 |
| Hartford Financial Management Inc. | 34,751 | $563.2 萬 | 1.28% | −497−1.4% | 減碼 |
| Pacifica Partners Inc. | 38,492 | $562.5 萬 | 2.77% | +511+1.3% | 加碼 |
| Brasada Capital Management, LP | 34,703 | $562.4 萬 | 1.11% | +264+0.8% | 加碼 |
| Petredis Investment Advisors LLC | 34,295 | $555.8 萬 | 0.73% | −1,069−3.0% | 減碼 |
| Rathbone Brothers plc | 34,288 | $555.7 萬 | 0.04% | +137+0.4% | 加碼 |
| Metropolitan Life Insurance Co | 34,051 | $551.9 萬 | 0.26% | −693−2.0% | 減碼 |
| Engineers Gate Manager LP | 34,036 | $551.6 萬 | 0.16% | +15,284+81.5% | 加碼 |
| Hohimer Wealth Management, LLC | 33,983 | $550.8 萬 | 1.40% | +255+0.8% | 加碼 |
| Congress Wealth Management LLC | 33,975 | $550.6 萬 | 0.10% | −12,904−27.5% | 減碼 |
| Ingalls & Snyder LLC | 33,939 | $550.0 萬 | 0.25% | −472−1.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 33,912 | $549.6 萬 | 0.46% | +9,520+39.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 33,690 | $546.0 萬 | 0.20% | +706+2.1% | 加碼 |
| Integrated Wealth Concepts LLC | 33,598 | $544.5 萬 | 0.09% | −3,751−10.0% | 減碼 |
| Sycomore Asset Management | 33,107 | $543.7 萬 | 1.17% | +11,825+55.6% | 加碼 |
| Eagle Asset Management Inc | 33,304 | $539.8 萬 | 0.03% | +1,103+3.4% | 加碼 |
| Leelyn Smith, LLC | 33,173 | $537.6 萬 | 1.18% | +292+0.9% | 加碼 |
| Red Spruce Capital, LLC | 33,157 | $537.4 萬 | 2.76% | −196−0.6% | 減碼 |
| E. Ohman J:or Asset Management AB | 33,132 | $537.0 萬 | 0.20% | −4,900−12.9% | 減碼 |
| Mango Five Family, Inc. | 32,950 | $534.0 萬 | 2.01% | +32,950 | 新進 |
| Antipodes Partners Ltd | 32,926 | $533.6 萬 | 0.17% | −14,490−30.6% | 減碼 |
| Advisory Services Network, LLC | 32,454 | $526.0 萬 | 0.13% | −2,597−7.4% | 減碼 |
| Trustco Bank Corp N Y | 32,354 | $524.4 萬 | 5.67% | −715−2.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 32,335 | $524.1 萬 | 0.07% | +18,795+138.8% | 加碼 |
| GFG Capital, LLC | 32,104 | $520.3 萬 | 1.40% | −22−0.1% | 減碼 |
| Private Advisor Group, LLC | 32,033 | $519.2 萬 | 0.04% | +5,658+21.5% | 加碼 |
| SG Americas Securities, LLC | 31,895 | $516.9 萬 | 0.06% | −100,947−76.0% | 減碼 |
| United Capital Financial Advisers, LLC | 31,625 | $512.5 萬 | 0.04% | +23,558+292.0% | 加碼 |
| Jag Capital Management, LLC | 31,614 | $512.4 萬 | 0.79% | +115+0.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 31,200 | $505.7 萬 | 0.70% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 31,117 | $504.3 萬 | 0.28% | −566−1.8% | 減碼 |
| EFG Asset Management (Americas) Corp. | 31,086 | $503.8 萬 | 1.09% | −2,345−7.0% | 減碼 |
| Cambridge Trust Co | 30,917 | $501.1 萬 | 0.21% | −130.0% | 減碼 |
| Fragasso Group Inc. | 30,764 | $498.6 萬 | 0.45% | −40.0% | 減碼 |
| PDT Partners, LLC | 30,712 | $497.7 萬 | 0.55% | +13,109+74.5% | 加碼 |
| Advisors Asset Management, Inc. | 30,444 | $493.4 萬 | 0.10% | −2,181−6.7% | 減碼 |
| Silver Lake Advisory, LLC | 30,447 | $493.4 萬 | 2.76% | +632+2.1% | 加碼 |
| Empirical Finance, LLC | 30,325 | $491.5 萬 | 0.34% | −243−0.8% | 減碼 |
| Wolverine Trading, LLC | 30,306 | $491.2 萬 | 0.04% | −11,126−26.9% | 減碼 |
| Bonness Enterprises Inc | 30,300 | $491.1 萬 | 2.05% | −1,000−3.2% | 減碼 |
| Bleakley Financial Group, LLC | 30,140 | $488.5 萬 | 0.16% | +1,628+5.7% | 加碼 |
| FORA Capital, LLC | 30,077 | $487.5 萬 | 0.42% | +30,077 | 新進 |
| Sawtooth Solutions, LLC | 30,020 | $486.5 萬 | 0.13% | +1,508+5.3% | 加碼 |
| Rench Wealth Management, Inc. | 29,906 | $484.7 萬 | 2.04% | +31+0.1% | 加碼 |