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。
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
- 2,220
- 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 841 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 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 68,072 | $1,404 萬 | 3.43% | +98+0.1% | 加碼 |
| Jacobs & Co | 68,400 | $1,411 萬 | 1.49% | −3,247−4.5% | 減碼 |
| Churchill Management Corp | 69,091 | $1,425 萬 | 0.18% | −1,586−2.2% | 減碼 |
| Hoylecohen, LLC | 69,684 | $1,437 萬 | 1.10% | +641+0.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 69,697 | $1,437 萬 | 0.97% | +14,748+26.8% | 加碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,444 萬 | 0.31% | −6,000−7.9% | 減碼 |
| Roanoke Asset Management Corp | 70,155 | $1,447 萬 | 4.74% | −345−0.5% | 減碼 |
| Payden & Rygel | 70,210 | $1,448 萬 | 0.99% | −46,600−39.9% | 減碼 |
| Payden & Rygel Investment Group | 70,210 | $1,448 萬 | 0.99% | +70,210 | 新進 |
| DuPont Capital Management Corp | 70,359 | $1,451 萬 | 1.20% | −13,719−16.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 70,710 | $1,458 萬 | 0.35% | −85,551−54.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 71,177 | $1,468 萬 | 0.29% | −149,896−67.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 71,659 | $1,478 萬 | 0.16% | +11,968+20.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 71,859 | $1,482 萬 | 0.37% | +2,763+4.0% | 加碼 |
| D.A. Davidson & Co. | 72,153 | $1,488 萬 | 0.13% | −1,534−2.1% | 減碼 |
| Jump Financial, LLC | 72,492 | $1,495 萬 | 0.41% | +61,201+542.0% | 加碼 |
| Rheos Capital Works Inc. | 72,600 | $1,497 萬 | 0.72% | −61,700−45.9% | 減碼 |
| Burney Co | 72,685 | $1,499 萬 | 0.57% | −1,069−1.4% | 減碼 |
| Brown Advisory Inc | 74,041 | $1,527 萬 | 0.02% | +6,393+9.5% | 加碼 |
| Maple Capital Management, Inc. | 74,916 | $1,545 萬 | 1.41% | −5,444−6.8% | 減碼 |
| Twin Tree Management, LP | 75,784 | $1,563 萬 | 0.35% | +75,784 | 新進 |
| SpiderRock Advisors, LLC | 77,861 | $1,563 萬 | 0.51% | +77,861 | 新進 |
| Walleye Capital LLC | 76,804 | $1,584 萬 | 0.17% | +76,804 | 新進 |
| Federation des caisses Desjardins du Quebec | 80,657 | $1,592 萬 | 0.11% | +15,700+24.2% | 加碼 |
| Savoie Capital LLC | 77,295 | $1,594 萬 | 2.26% | +32,550+72.7% | 加碼 |
| Isthmus Partners, LLC | 77,408 | $1,596 萬 | 1.81% | −4,047−5.0% | 減碼 |
| Ieq Capital, LLC | 77,604 | $1,600 萬 | 0.23% | +6,377+9.0% | 加碼 |
| Girard Partners Ltd. | 77,916 | $1,607 萬 | 1.51% | −3,197−3.9% | 減碼 |
| Hilton Capital Management, LLC | 78,202 | $1,613 萬 | 1.45% | +40,977+110.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 78,945 | $1,628 萬 | 0.38% | +5,910+8.1% | 加碼 |
| Aptus Capital Advisors, LLC | 79,096 | $1,631 萬 | 0.35% | +5,633+7.7% | 加碼 |
| Blair William & Co | 79,111 | $1,632 萬 | 0.05% | −1,664−2.1% | 減碼 |
| LVM Capital Management Ltd | 79,250 | $1,634 萬 | 1.93% | −325−0.4% | 減碼 |
| Raymond James Trust N.A. | 79,276 | $1,635 萬 | 0.40% | −5,276−6.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,591 | $1,641 萬 | 0.20% | +2,241+2.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 81,632 | $1,684 萬 | 0.48% | −13,842−14.5% | 減碼 |
| Citizens Financial Group Inc | 81,801 | $1,687 萬 | 0.56% | −1,226−1.5% | 減碼 |
| Cresset Asset Management, LLC | 81,838 | $1,688 萬 | 0.08% | +18,339+28.9% | 加碼 |
| Swiss Life Asset Management Ltd | 82,258 | $1,696 萬 | 0.24% | −115,069−58.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 82,983 | $1,711 萬 | 0.53% | +3,091+3.9% | 加碼 |
| Investment Management Corp of Ontario | 83,163 | $1,715 萬 | 0.51% | +23,026+38.3% | 加碼 |
| Callahan Advisors, LLC | 84,351 | $1,740 萬 | 1.82% | −14,846−15.0% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 84,443 | $1,741 萬 | 0.41% | −20,947−19.9% | 減碼 |
| CCM Investment Advisers LLC | 85,693 | $1,767 萬 | 2.11% | −15,062−14.9% | 減碼 |
| Capital International Inc | 88,419 | $1,823 萬 | 0.25% | −56,386−38.9% | 減碼 |
| Carmel Capital Management L.L.C. | 88,770 | $1,831 萬 | 7.52% | +125+0.1% | 加碼 |
| JustInvest LLC | 89,601 | $1,848 萬 | 0.40% | +6,135+7.4% | 加碼 |
| Brown Brothers Harriman & Co | 89,610 | $1,848 萬 | 0.14% | −2,515−2.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 114,051 | $1,848 萬 | 1.34% | −515−0.4% | 減碼 |
| Capitolis Liquid Global Markets LLC | 90,000 | $1,856 萬 | 0.30% | +90,000 | 新進 |
| CBOE Vest Financial, LLC | 91,224 | $1,881 萬 | 0.50% | +91,224 | 新進 |
| Leuthold Group, LLC | 92,641 | $1,911 萬 | 2.15% | −394−0.4% | 減碼 |
| Capital Group Private Client Services, Inc. | 92,857 | $1,915 萬 | 0.20% | +77,357+499.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 93,605 | $1,930 萬 | 0.44% | +9,867+11.8% | 加碼 |
| Advanced Asset Management Advisors Inc | 93,800 | $1,934 萬 | 4.78% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 94,011 | $1,939 萬 | 0.69% | −6,792−6.7% | 減碼 |
| Mizuho Markets Cayman LP | 119,656 | $1,940 萬 | 11.91% | +253+0.2% | 加碼 |
| Connectus Wealth, LLC | 94,248 | $1,945 萬 | 0.53% | +16,893+21.8% | 加碼 |
| FRG Family Wealth Advisors LLC | 97,985 | $1,946 萬 | 3.82% | −465−0.5% | 減碼 |
| Mission Wealth Management, LP | 94,683 | $1,953 萬 | 0.52% | +20,040+26.8% | 加碼 |
| Cullinan Associates Inc | 94,778 | $1,955 萬 | 1.10% | −11,394−10.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 94,803 | $1,955 萬 | 0.07% | +16,871+21.6% | 加碼 |
| Point72 (DIFC) Ltd | 95,452 | $1,969 萬 | 1.52% | +95,452 | 新進 |
| First Foundation Advisors | 96,790 | $1,996 萬 | 0.80% | −2,846−2.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 97,522 | $2,011 萬 | 0.87% | +10,802+12.5% | 加碼 |
| Gotham Asset Management, LLC | 97,670 | $2,014 萬 | 0.30% | −10,824−10.0% | 減碼 |
| Grimes & Company, Inc. | 97,712 | $2,015 萬 | 0.62% | +715+0.7% | 加碼 |
| Cooper Creek Partners Management LLC | 98,124 | $2,024 萬 | 0.82% | +98,124 | 新進 |
| RMB Capital Management, LLC | 98,429 | $2,030 萬 | 0.47% | +88,403+881.7% | 加碼 |
| Telemark Asset Management, LLC | 100,000 | $2,062 萬 | 2.13% | 00.0% | 不變 |
| Ethic Inc. | 100,047 | $2,063 萬 | 0.52% | −7,868−7.3% | 減碼 |
| Prudential PLC | 100,364 | $2,070 萬 | 0.17% | +35,911+55.7% | 加碼 |
| Foundry Partners, LLC | 101,288 | $2,089 萬 | 1.11% | −16,975−14.4% | 減碼 |
| California First Leasing Corp | 102,000 | $2,104 萬 | 9.80% | 00.0% | 不變 |
| Eastern Bank | 102,826 | $2,121 萬 | 0.88% | −3,365−3.2% | 減碼 |
| Lido Advisors, LLC | 103,613 | $2,137 萬 | 0.19% | +7,498+7.8% | 加碼 |
| Woodline Partners LP | 104,802 | $2,161 萬 | 0.20% | +104,802 | 新進 |
| Financial Counselors Inc | 104,833 | $2,162 萬 | 0.36% | −13,400−11.3% | 減碼 |
| Bokf, NA | 103,812 | $2,166 萬 | 0.39% | −8,959−7.9% | 減碼 |
| BancorpSouth Bank | 105,402 | $2,174 萬 | 1.58% | +626+0.6% | 加碼 |
| Managed Asset Portfolios, LLC | 106,498 | $2,196 萬 | 3.20% | −19,415−15.4% | 減碼 |
| Lountzis Asset Management, LLC | 107,022 | $2,207 萬 | 10.45% | +200+0.2% | 加碼 |
| Gabelli Funds LLC | 107,671 | $2,220 萬 | 0.16% | +105,671+5,283.6% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $2,221 萬 | 2.92% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 109,092 | $2,250 萬 | 0.24% | −2,907−2.6% | 減碼 |
| Keybank National Association | 112,754 | $2,325 萬 | 0.10% | +921+0.8% | 加碼 |
| Cumberland Partners Ltd | 113,290 | $2,336 萬 | 1.70% | −370−0.3% | 減碼 |
| Louisiana State Employees Retirement System | 113,500 | $2,341 萬 | 0.46% | −3,600−3.1% | 減碼 |
| Wealthfront Advisers LLC | 113,930 | $2,350 萬 | 0.08% | +1,172+1.0% | 加碼 |
| Sienna Gestion | 114,144 | $2,354 萬 | 2.15% | +114,144 | 新進 |
| First Nebraska Trust Co | 114,706 | $2,366 萬 | 2.44% | −28,781−20.1% | 減碼 |
| 3G Capital Partners LP | 115,000 | $2,372 萬 | 9.96% | +115,000 | 新進 |
| Pinnacle Associates Ltd | 115,076 | $2,373 萬 | 0.37% | −2,074−1.8% | 減碼 |
| State of Alaska, Department of Revenue | 116,368 | $2,400 萬 | 0.27% | −9,020−7.2% | 減碼 |
| Harvest Portfolios Group Inc. | 116,405 | $2,401 萬 | 0.94% | −14,153−10.8% | 減碼 |
| Stanley Capital Management, LLC | 117,300 | $2,419 萬 | 6.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 118,056 | $2,435 萬 | 0.27% | −4,991−4.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 118,706 | $2,448 萬 | 0.11% | −5,822−4.7% | 減碼 |
| Baker Avenue Asset Management, LP | 123,621 | $2,549 萬 | 1.01% | −1,868−1.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 124,662 | $2,571 萬 | 0.10% | +13,787+12.4% | 加碼 |