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 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2024 年第 1 季 13F 持有人
Applied Materials Inc 在 2024/3/31 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
- 2,221
- 較 2023 年第 4 季 +214 家
- 持有股數
- 6.57 億
- 較 2023 年第 4 季 −1,476 萬 (−2.2%)
- 總市值
- $1,353 億
- 較 2023 年第 4 季 +$265.3 億 (+24.4%)
- 新進機構
- 326
- 另有 763 家加碼
- 清倉機構
- 112
- 另有 842 家減碼
另有 27 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 75,008,622 | $154.7 億 | 0.31% | +891,446+1.2% | 加碼 |
| BlackRock Inc. | 74,653,757 | $154.0 億 | 0.36% | −550,136−0.7% | 減碼 |
| State Street Corp | 38,107,593 | $78.6 億 | 0.35% | +159,937+0.4% | 加碼 |
| Capital International Investors | 21,884,967 | $45.1 億 | 0.91% | −120,225−0.5% | 減碼 |
| Geode Capital Management, LLC | 18,657,966 | $38.4 億 | 0.36% | +374,310+2.0% | 加碼 |
| Capital World Investors | 17,671,673 | $36.4 億 | 0.60% | −8,715,242−33.0% | 減碼 |
| FMR LLC | 11,769,944 | $24.3 億 | 0.16% | +1,123,952+10.6% | 加碼 |
| Bank of New York Mellon Corp | 11,260,630 | $23.2 億 | 0.45% | +360,002+3.3% | 加碼 |
| Price T Rowe Associates Inc | 11,218,329 | $23.1 億 | 0.28% | −2,520,053−18.3% | 減碼 |
| Morgan Stanley | 10,145,751 | $20.9 億 | 0.17% | −152,277−1.5% | 減碼 |
| Norges Bank | 9,687,230 | $20.0 億 | 0.32% | +340,565+3.6% | 加碼 |
| Ameriprise Financial Inc | 9,282,764 | $19.1 億 | 0.53% | +2,034,119+28.1% | 加碼 |
| Northern Trust Corp | 8,985,187 | $18.5 億 | 0.32% | −498,729−5.3% | 減碼 |
| Nuveen Asset Management, LLC | 8,704,838 | $18.0 億 | 0.53% | +737,464+9.3% | 加碼 |
| Goldman Sachs Group Inc | 8,612,366 | $17.8 億 | 0.37% | −1,363,094−13.7% | 減碼 |
| Bank of America Corp | 7,580,849 | $15.6 億 | 0.15% | +817,852+12.1% | 加碼 |
| Invesco Ltd. | 7,100,070 | $14.6 億 | 0.31% | +18,572+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 6,589,822 | $13.6 億 | 0.48% | −308,612−4.5% | 減碼 |
| Deutsche Bank AG | 6,311,242 | $13.0 億 | 0.60% | +211,737+3.5% | 加碼 |
| Legal & General Group Plc | 6,166,240 | $12.7 億 | 0.37% | −30,755−0.5% | 減碼 |
| Lazard Asset Management LLC | 5,189,202 | $10.7 億 | 1.30% | +490,597+10.4% | 加碼 |
| Generation Investment Management LLP | 5,116,000 | $10.6 億 | 4.82% | −2,243,623−30.5% | 減碼 |
| American Century Companies Inc | 5,003,035 | $10.3 億 | 0.65% | +139,149+2.9% | 加碼 |
| Amundi | 5,229,328 | $10.2 億 | 0.44% | +746,084+16.6% | 加碼 |
| Pictet Asset Management Holding SA | 4,861,751 | $10.0 億 | 1.09% | −709,052−12.7% | 減碼 |
| Franklin Resources Inc | 4,740,949 | $9.78 億 | 0.31% | +2,007,976+73.5% | 加碼 |
| Davis Selected Advisers | 4,660,857 | $9.61 億 | 5.39% | −1,276,388−21.5% | 減碼 |
| Van Eck Associates Corp | 4,623,048 | $9.53 億 | 1.44% | +784,780+20.4% | 加碼 |
| Charles Schwab Investment Management Inc | 4,539,257 | $9.36 億 | 0.22% | +44,329+1.0% | 加碼 |
| Parnassus Investments | 4,429,479 | $9.13 億 | 1.95% | −43,654−1.0% | 減碼 |
| Barclays PLC | 4,108,426 | $8.47 億 | 0.38% | −559,108−12.0% | 減碼 |
| UBS Group AG | 3,905,506 | $8.05 億 | 0.27% | −578,677−12.9% | 減碼 |
| Dimensional Fund Advisors LP | 3,900,592 | $8.04 億 | 0.22% | −364,309−8.5% | 減碼 |
| Massachusetts Financial Services Co | 3,779,805 | $7.80 億 | 0.23% | −409,127−9.8% | 減碼 |
| Swedbank AB | 3,751,205 | $7.74 億 | 1.09% | +134,443+3.7% | 加碼 |
| JPMorgan Chase & Co | 3,411,685 | $7.04 億 | 0.06% | +149,077+4.6% | 加碼 |
| Cantillon Capital Management LLC | 3,407,350 | $7.03 億 | 4.42% | −68,901−2.0% | 減碼 |
| Fisher Asset Management, LLC | 3,248,412 | $6.70 億 | 0.31% | −1,759,133−35.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,051,182 | $6.29 億 | 4.72% | −159,816−5.0% | 減碼 |
| Primecap Management Co | 3,009,083 | $6.21 億 | 0.46% | −225,000−7.0% | 減碼 |
| Royal Bank of Canada | 2,870,100 | $5.92 億 | 0.14% | −451,340−13.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,855,768 | $5.89 億 | 0.40% | −182,142−6.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,819,512 | $5.81 億 | 0.66% | −3,033,784−51.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,800,180 | $5.77 億 | 0.71% | +870,343+45.1% | 加碼 |
| Allianz Asset Management GmbH | 2,765,978 | $5.70 億 | 0.96% | −402,998−12.7% | 減碼 |
| Impax Asset Management Group plc | 2,715,821 | $5.59 億 | 2.14% | +110,870+4.3% | 加碼 |
| HSBC Holdings PLC | 2,575,460 | $5.31 億 | 0.38% | +196,780+8.3% | 加碼 |
| First Trust Advisors LP | 2,528,334 | $5.21 億 | 0.53% | +834,873+49.3% | 加碼 |
| Swiss National Bank | 2,488,800 | $5.13 億 | 0.36% | −127,100−4.9% | 減碼 |
| Citigroup Inc | 2,486,653 | $5.13 億 | 0.56% | +788,672+46.4% | 加碼 |
| Boston Partners | 2,420,521 | $4.98 億 | 0.59% | −131,831−5.2% | 減碼 |
| California Public Employees Retirement System | 2,285,341 | $4.71 億 | 0.33% | +125,876+5.8% | 加碼 |
| Janus Henderson Group PLC | 2,254,952 | $4.65 億 | 0.25% | +1,259,111+126.4% | 加碼 |
| Alliancebernstein L.P. | 2,052,638 | $4.23 億 | 0.15% | +905,131+78.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,020,900 | $4.17 億 | 0.53% | +1,382,974+216.8% | 加碼 |
| Assenagon Asset Management S.A. | 1,976,914 | $4.08 億 | 1.08% | +1,092,429+123.5% | 加碼 |
| Rafferty Asset Management, LLC | 1,974,390 | $4.07 億 | 1.52% | +270,230+15.9% | 加碼 |
| Wells Fargo & Company | 1,921,957 | $3.96 億 | 0.10% | +76,873+4.2% | 加碼 |
| Nordea Investment Management AB | 1,927,391 | $3.96 億 | 0.47% | +88,808+4.8% | 加碼 |
| KBC Group NV | 1,774,328 | $3.66 億 | 1.16% | +532,504+42.9% | 加碼 |
| National Pension Service | 1,763,704 | $3.64 億 | 0.44% | +35,691+2.1% | 加碼 |
| Credit Suisse AG | 1,678,179 | $3.46 億 | 0.34% | −27,585−1.6% | 減碼 |
| Naya Capital Management UK Ltd | 1,660,726 | $3.42 億 | 29.31% | −131,660−7.3% | 減碼 |
| Ensign Peak Advisors, Inc | 1,640,422 | $3.38 億 | 0.62% | −118,971−6.8% | 減碼 |
| LSV Asset Management | 1,633,370 | $3.37 億 | 0.70% | −161,345−9.0% | 減碼 |
| Rhumbline Advisers | 1,626,839 | $3.36 億 | 0.32% | −14,221−0.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,612,587 | $3.33 億 | 0.88% | +767,223+90.8% | 加碼 |
| Jennison Associates LLC | 1,567,349 | $3.23 億 | 0.22% | −1,264,637−44.7% | 減碼 |
| New York State Common Retirement Fund | 1,562,249 | $3.22 億 | 0.43% | −278,478−15.1% | 減碼 |
| Voya Investment Management LLC | 1,532,834 | $3.16 億 | 0.31% | +67,490+4.6% | 加碼 |
| TD Asset Management Inc | 1,526,379 | $3.15 億 | 0.29% | +203,723+15.4% | 加碼 |
| Neuberger Berman Group LLC | 1,490,572 | $3.07 億 | 0.25% | −703,495−32.1% | 減碼 |
| Bank of Montreal | 1,402,810 | $3.00 億 | 0.16% | −250,353−15.1% | 減碼 |
| AXA S.A. | 1,409,082 | $2.91 億 | 0.87% | +26,212+1.9% | 加碼 |
| AQR Capital Management LLC | 1,373,081 | $2.80 億 | 0.48% | −18,270−1.3% | 減碼 |
| California State Teachers Retirement System | 1,356,352 | $2.80 億 | 0.35% | +3,907+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,346,844 | $2.78 億 | 0.50% | −723,912−35.0% | 減碼 |
| First Manhattan Co | 1,283,570 | $2.65 億 | 0.86% | +1,264,489+6,627.0% | 加碼 |
| Millennium Management LLC | 1,215,473 | $2.51 億 | 0.21% | +424,843+53.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,211,455 | $2.50 億 | 0.96% | +64,909+5.7% | 加碼 |
| Prudential Financial Inc | 1,199,092 | $2.47 億 | 0.35% | +3,112+0.3% | 加碼 |
| Royal London Asset Management Ltd | 1,153,360 | $2.38 億 | 0.59% | +84,300+7.9% | 加碼 |
| Epoch Investment Partners, Inc. | 1,140,371 | $2.35 億 | 1.05% | +299,567+35.6% | 加碼 |
| Man Group plc | 1,135,338 | $2.34 億 | 0.63% | −175,660−13.4% | 減碼 |
| Envestnet Asset Management Inc | 1,131,823 | $2.33 億 | 0.09% | +38,747+3.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,110,266 | $2.29 億 | 1.12% | −101,245−8.4% | 減碼 |
| Victory Capital Management Inc | 1,088,516 | $2.24 億 | 0.22% | −99,940−8.4% | 減碼 |
| Principal Financial Group Inc | 1,081,202 | $2.23 億 | 0.13% | −13,220−1.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,065,946 | $2.20 億 | 0.30% | +170,282+19.0% | 加碼 |
| ProShare Advisors LLC | 1,062,191 | $2.19 億 | 0.58% | +188,478+21.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,060,774 | $2.19 億 | 0.53% | +124,563+13.3% | 加碼 |
| Russell Investments Group, Ltd. | 1,049,710 | $2.17 億 | 0.34% | +390,199+59.2% | 加碼 |
| Harding Loevner LP | 1,024,978 | $2.11 億 | 1.30% | +93,367+10.0% | 加碼 |
| Vontobel Holding Ltd. | 1,015,298 | $2.09 億 | 1.67% | −400,569−28.3% | 減碼 |
| Los Angeles Capital Management LLC | 1,013,911 | $2.09 億 | 0.71% | +121,114+13.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,006,759 | $2.08 億 | 0.73% | −16,176−1.6% | 減碼 |
| Nomura Asset Management Co Ltd | 1,004,289 | $2.07 億 | 0.75% | +234,374+30.4% | 加碼 |
| Macquarie Group Ltd | 967,808 | $2.00 億 | 0.23% | −25,802−2.6% | 減碼 |
| Standard Life Aberdeen plc | 948,690 | $1.96 億 | 0.38% | +46,610+5.2% | 加碼 |
| Abrams Bison Investments, LLC | 910,000 | $1.88 億 | 16.75% | 00.0% | 不變 |