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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 20,343 | $329.7 萬 | 0.49% | +1,000+5.2% | 加碼 |
| Institute for Wealth Management, LLC. | 20,323 | $329.4 萬 | 0.54% | −65−0.3% | 減碼 |
| Cullen Capital Management LLC | 20,295 | $328.9 萬 | 0.05% | −3,063−13.1% | 減碼 |
| Bangor Savings Bank | 20,251 | $328.2 萬 | 0.36% | −958−4.5% | 減碼 |
| Graham Capital Management, L.P. | 20,228 | $327.8 萬 | 0.10% | +2,390+13.4% | 加碼 |
| ARS Investment Partners, LLC | 20,207 | $327.5 萬 | 0.36% | −1,000−4.7% | 減碼 |
| Ancora Advisors, LLC | 20,194 | $327.3 萬 | 0.08% | +14+0.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 20,092 | $325.6 萬 | 0.96% | +20,092 | 新進 |
| Dynamic Technology Lab Private Ltd | 20,074 | $325.3 萬 | 0.34% | +2,647+15.2% | 加碼 |
| Harfst & Associates, Inc. | 19,997 | $324.1 萬 | 0.86% | −432−2.1% | 減碼 |
| Tandem Capital Management Corp | 19,934 | $323.1 萬 | 2.01% | −1,353−6.4% | 減碼 |
| Mather Group, LLC. | 19,931 | $323.0 萬 | 0.05% | +112+0.6% | 加碼 |
| American Money Management, LLC | 19,921 | $322.9 萬 | 0.73% | −540−2.6% | 減碼 |
| FJ Investments, LLC | 19,804 | $321.0 萬 | 0.15% | +19,804 | 新進 |
| Processus Wealth & Capital Management, LLC | 19,763 | $320.3 萬 | 3.20% | +19,763 | 新進 |
| Saranac Partners Ltd | 19,480 | $315.7 萬 | 2.09% | +19,480 | 新進 |
| Stanley-Laman Group, Ltd. | 19,462 | $315.4 萬 | 0.48% | −693−3.4% | 減碼 |
| Benjamin Edwards Inc | 19,430 | $314.9 萬 | 0.69% | +2,468+14.6% | 加碼 |
| Occidental Asset Management, LLC | 19,421 | $314.8 萬 | 0.65% | +257+1.3% | 加碼 |
| Cape Ann Savings Bank | 19,071 | $313.3 萬 | 2.07% | +423+2.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,270 | $312.3 萬 | 0.17% | +492+2.6% | 加碼 |
| Balentine LLC | 19,263 | $312.2 萬 | 0.10% | +3,538+22.5% | 加碼 |
| Pettee Investors, Inc. | 19,242 | $311.9 萬 | 1.38% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 19,241 | $311.8 萬 | 0.06% | +5,776+42.9% | 加碼 |
| Change Path, LLC | 19,170 | $310.7 萬 | 0.20% | +2,841+17.4% | 加碼 |
| Perennial Advisors, LLC | 19,147 | $310.3 萬 | 0.76% | −186−1.0% | 減碼 |
| First Manhattan Co | 19,081 | $309.5 萬 | 0.01% | +286+1.5% | 加碼 |
| Palisade Capital Management LLC | 19,048 | $308.7 萬 | 0.08% | −12−0.1% | 減碼 |
| CoreCap Advisors, LLC | 19,019 | $308.2 萬 | 0.20% | +604+3.3% | 加碼 |
| Meitav Dash Investments Ltd | 18,962 | $308.1 萬 | 0.05% | −29,040−60.5% | 減碼 |
| Conscious Wealth Investments, LLC | 17,516 | $302.4 萬 | 2.41% | +17,516 | 新進 |
| Dakota Wealth Management | 18,555 | $300.7 萬 | 0.12% | +2,032+12.3% | 加碼 |
| Kemnay Advisory Services Inc. | 18,385 | $298.0 萬 | 0.72% | −1,851−9.1% | 減碼 |
| Shoker Investment Counsel, Inc. | 18,360 | $297.6 萬 | 1.15% | +311+1.7% | 加碼 |
| Soros Capital Management LLC | 18,272 | $296.1 萬 | 2.19% | −2,377−11.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 18,188 | $294.7 萬 | 0.24% | −1,822−9.1% | 減碼 |
| Marvin & Palmer Associates Inc | 18,173 | $294.5 萬 | 3.29% | −46,883−72.1% | 減碼 |
| SFE Investment Counsel | 18,165 | $294.4 萬 | 0.77% | −375−2.0% | 減碼 |
| Klingman & Associates, LLC | 17,950 | $290.9 萬 | 0.21% | −2,242−11.1% | 減碼 |
| McKinley Capital Management LLC /Delaware | 17,895 | $290.0 萬 | 0.37% | −570−3.1% | 減碼 |
| Summit Global Investments | 17,888 | $289.9 萬 | 0.19% | +2,202+14.0% | 加碼 |
| Droms Strauss Advisors Inc | 17,820 | $288.8 萬 | 1.12% | 00.0% | 不變 |
| NVWM, LLC | 17,801 | $288.5 萬 | 0.86% | −776−4.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 17,850 | $287.7 萬 | 0.45% | −956−5.1% | 減碼 |
| Quaker Wealth Management, LLC | 17,702 | $286.9 萬 | 1.29% | +622+3.6% | 加碼 |
| Coldstream Capital Management Inc | 17,698 | $286.8 萬 | 0.08% | +546+3.2% | 加碼 |
| Pearl River Capital, LLC | 17,655 | $286.1 萬 | 0.46% | +6,766+62.1% | 加碼 |
| Spire Wealth Management | 16,983 | $285.2 萬 | 0.10% | +3,135+22.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,551 | $284.4 萬 | 0.33% | +50+0.3% | 加碼 |
| Knollwood Investment Advisory, LLC | 17,534 | $284.2 萬 | 0.59% | 00.0% | 不變 |
| Adviser Investments LLC | 17,505 | $283.7 萬 | 0.04% | +6,937+65.6% | 加碼 |
| Axxcess Wealth Management, LLC | 17,476 | $283.2 萬 | 0.08% | +1,339+8.3% | 加碼 |
| Veriti Management LLC | 17,370 | $281.5 萬 | 0.25% | +2,827+19.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17,343 | $281.1 萬 | 0.11% | +2,818+19.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 17,149 | $277.9 萬 | 0.06% | +4,360+34.1% | 加碼 |
| Savant Capital, LLC | 17,076 | $276.8 萬 | 0.04% | −480−2.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 17,073 | $276.7 萬 | 1.97% | +180+1.1% | 加碼 |
| Johnson Investment Counsel Inc | 17,031 | $276.0 萬 | 0.03% | −342−2.0% | 減碼 |
| LaFleur & Godfrey LLC | 16,862 | $273.3 萬 | 0.41% | −1,270−7.0% | 減碼 |
| Hudson Canyon Capital Management | 16,731 | $271.2 萬 | 1.97% | −370−2.2% | 減碼 |
| GHP Investment Advisors, Inc. | 16,704 | $270.7 萬 | 0.15% | +9,527+132.7% | 加碼 |
| Howe & Rusling Inc | 16,678 | $270.3 萬 | 0.29% | −24−0.1% | 減碼 |
| JNBA Financial Advisors | 16,636 | $269.6 萬 | 0.31% | −932−5.3% | 減碼 |
| Bridgewater Associates, LP | 16,605 | $269.1 萬 | 0.02% | +10,028+152.5% | 加碼 |
| Desjardins Global Asset Management Inc. | 16,487 | $267.2 萬 | 0.29% | −839−4.8% | 減碼 |
| Atom Investors LP | 16,298 | $264.1 萬 | 0.47% | −5,288−24.5% | 減碼 |
| Versor Investments LP | 16,198 | $262.5 萬 | 0.53% | +766+5.0% | 加碼 |
| Capstone Triton Financial Group, LLC | 16,190 | $262.4 萬 | 1.91% | −2,976−15.5% | 減碼 |
| McMahon Financial Advisors, LLC | 16,115 | $261.2 萬 | 0.73% | +1,343+9.1% | 加碼 |
| Peak Financial Advisors LLC | 16,065 | $260.4 萬 | 1.74% | +16,065 | 新進 |
| Stonebridge Capital Management Inc | 15,980 | $259.0 萬 | 1.26% | −850−5.1% | 減碼 |
| CFM Wealth Partners LLC | 15,939 | $258.3 萬 | 0.58% | −125−0.8% | 減碼 |
| Boomfish Wealth Group, LLC | 15,884 | $257.4 萬 | 1.86% | +15,884 | 新進 |
| Principal Securities, Inc. | 15,876 | $257.3 萬 | 0.10% | +15,876 | 新進 |
| Ossiam | 15,762 | $255.5 萬 | 0.04% | −126,460−88.9% | 減碼 |
| Hussman Strategic Advisors, Inc. | 15,750 | $255.3 萬 | 0.58% | −5,250−25.0% | 減碼 |
| Arjuna Capital | 15,741 | $255.1 萬 | 0.80% | +1,433+10.0% | 加碼 |
| Archford Capital Strategies, LLC | 15,714 | $254.7 萬 | 0.47% | +1,586+11.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 15,677 | $254.1 萬 | 0.08% | −384−2.4% | 減碼 |
| Fiera Capital Corp | 15,571 | $252.4 萬 | 0.01% | −5,698−26.8% | 減碼 |
| Signaturefd, LLC | 15,536 | $251.8 萬 | 0.06% | +898+6.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 15,500 | $251.2 萬 | 0.03% | −8−0.1% | 減碼 |
| Bayesian Capital Management, LP | 15,500 | $251.2 萬 | 0.27% | +15,500 | 新進 |
| Eagle Capital Management, LLC | 15,488 | $251.0 萬 | 1.22% | −476−3.0% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 15,375 | $250.8 萬 | 1.13% | +2,108+15.9% | 加碼 |
| Legal Advantage Investments, Inc. | 15,310 | $248.1 萬 | 1.49% | −1,000−6.1% | 減碼 |
| Parallel Advisors, LLC | 15,262 | $247.4 萬 | 0.07% | +66+0.4% | 加碼 |
| Advocate Group LLC | 15,025 | $243.5 萬 | 0.52% | −1,544−9.3% | 減碼 |
| Vise Technologies, Inc. | 15,016 | $243.4 萬 | 0.52% | +2,957+24.5% | 加碼 |
| Intrust Bank NA | 15,008 | $243.2 萬 | 0.28% | −181−1.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 14,979 | $242.8 萬 | 0.22% | +14,979 | 新進 |
| J.W. Cole Advisors, Inc. | 14,962 | $242.5 萬 | 0.14% | +450+3.1% | 加碼 |
| Greater Midwest Financial Group, LLC | 14,954 | $242.4 萬 | 1.65% | +14,954 | 新進 |
| Clear Harbor Asset Management, LLC | 14,936 | $242.1 萬 | 0.23% | +10+0.1% | 加碼 |
| Resources Investment Advisors, LLC. | 14,925 | $241.9 萬 | 0.04% | +646+4.5% | 加碼 |
| Platinum Investment Management Ltd | 14,855 | $240.8 萬 | 0.10% | 00.0% | 不變 |
| Stephens Inc | 14,855 | $240.8 萬 | 0.04% | +374+2.6% | 加碼 |
| Audent Global Asset Management, LLC | 14,789 | $239.7 萬 | 2.86% | −4,510−23.4% | 減碼 |
| Edentree Asset Management Ltd | 14,788 | $239.7 萬 | 0.74% | +8,788+146.5% | 加碼 |
| L2 Asset Management, LLC | 14,652 | $237.5 萬 | 0.98% | −14,954−50.5% | 減碼 |