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 |
|---|---|---|---|---|---|
| Value Aligned Research Advisors, LLC | 257,130 | $5,303 萬 | 10.46% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 257,828 | $5,317 萬 | 0.42% | +180,818+234.8% | 加碼 |
| CIBC World Markets Inc. | 259,185 | $5,345 萬 | 0.14% | −90,784−25.9% | 減碼 |
| Teacher Retirement System of Texas | 261,853 | $5,400 萬 | 0.34% | −14,750−5.3% | 減碼 |
| Peapack Gladstone Financial Corp | 263,501 | $5,434 萬 | 0.85% | +568+0.2% | 加碼 |
| Antipodes Partners Ltd | 265,921 | $5,484 萬 | 1.73% | +232,995+707.6% | 加碼 |
| Mackenzie Financial Corp | 267,042 | $5,507 萬 | 0.08% | −5,164−1.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 269,000 | $5,548 萬 | 0.63% | +86,000+47.0% | 加碼 |
| State of Michigan Retirement System | 271,355 | $5,596 萬 | 0.30% | −1,000−0.4% | 減碼 |
| Grassi Investment Management | 277,326 | $5,719 萬 | 5.17% | −290−0.1% | 減碼 |
| Broad Run Investment Management, LLC | 279,671 | $5,768 萬 | 7.08% | +27,585+10.9% | 加碼 |
| Bradley Foster & Sargent Inc | 280,025 | $5,775 萬 | 1.04% | +725+0.3% | 加碼 |
| Nisa Investment Advisors, LLC | 287,117 | $5,921 萬 | 0.38% | −20,024−6.5% | 減碼 |
| Cetera Investment Advisers | 290,561 | $5,992 萬 | 0.14% | +195,569+205.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 294,820 | $6,080 萬 | 1.15% | −17,855−5.7% | 減碼 |
| Huntington National Bank | 295,244 | $6,089 萬 | 0.49% | +213,054+259.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 297,354 | $6,132 萬 | 2.09% | −3,744−1.2% | 減碼 |
| Degroof Petercam Asset Management | 300,300 | $6,193 萬 | 0.74% | +70,100+30.5% | 加碼 |
| Andra AP-fonden | 302,500 | $6,238 萬 | 1.11% | +302,500 | 新進 |
| Munro Partners | 303,103 | $6,251 萬 | 2.24% | +48,450+19.0% | 加碼 |
| American International Group, Inc. | 305,094 | $6,292 萬 | 0.23% | −9,626−3.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 308,785 | $6,368 萬 | 0.38% | +308,785 | 新進 |
| STRS Ohio | 311,611 | $6,426 萬 | 0.26% | −50,910−14.0% | 減碼 |
| State of Tennessee, Treasury Department | 318,421 | $6,567 萬 | 0.24% | −22,867−6.7% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $6,602 萬 | 2.65% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 323,938 | $6,681 萬 | 0.11% | +19,939+6.6% | 加碼 |
| Lazard Freres Gestion S.A.S. | 339,829 | $6,706 萬 | 1.66% | +20,211+6.3% | 加碼 |
| British Columbia Investment Management Corp | 330,764 | $6,821 萬 | 0.47% | −11,356−3.3% | 減碼 |
| ABN AMRO Bank N.V. | 331,696 | $6,842 萬 | 1.02% | +17,267+5.5% | 加碼 |
| M&T Bank Corp | 332,772 | $6,863 萬 | 0.24% | −77,108−18.8% | 減碼 |
| Capital Advisors Inc | 335,218 | $6,913 萬 | 1.48% | +12,293+3.8% | 加碼 |
| Handelsbanken Fonder AB | 335,928 | $6,928 萬 | 0.30% | +14,353+4.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 336,062 | $6,931 萬 | 0.50% | −63,700−15.9% | 減碼 |
| Mariner, LLC | 339,753 | $7,007 萬 | 0.14% | +6,328+1.9% | 加碼 |
| Pinebridge Investments, L.P. | 347,840 | $7,173 萬 | 0.57% | +138,066+65.8% | 加碼 |
| Capital Fund Management S.A. | 350,543 | $7,229 萬 | 0.88% | −76,738−18.0% | 減碼 |
| Asset Management One Co.,Ltd. | 362,193 | $7,470 萬 | 0.29% | −28,856−7.4% | 減碼 |
| Tocqueville Asset Management L.P. | 367,002 | $7,569 萬 | 1.24% | +220+0.1% | 加碼 |
| Bank of Nova Scotia | 369,213 | $7,614 萬 | 0.15% | −379,507−50.7% | 減碼 |
| QRG Capital Management, Inc. | 369,392 | $7,618 萬 | 0.97% | +10,327+2.9% | 加碼 |
| Crestwood Advisors Group LLC | 386,386 | $7,968 萬 | 1.74% | +12,560+3.4% | 加碼 |
| Whittier Trust Co | 386,918 | $7,979 萬 | 1.16% | +688+0.2% | 加碼 |
| CI Private Wealth, LLC | 394,678 | $8,139 萬 | 0.14% | −12,621−3.1% | 減碼 |
| Kempen Capital Management N.V. | 397,523 | $8,198 萬 | 1.02% | −85,739−17.7% | 減碼 |
| Treasurer of the State of North Carolina | 402,280 | $8,296 萬 | 0.36% | +2,740+0.7% | 加碼 |
| Susquehanna International Group, LLP | 403,212 | $8,315 萬 | 0.12% | −112,726−21.8% | 減碼 |
| SEI Investments Co | 408,483 | $8,424 萬 | 0.12% | +17,641+4.5% | 加碼 |
| Wedge Capital Management L L P | 410,886 | $8,474 萬 | 1.37% | −79,788−16.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 411,459 | $8,486 萬 | 0.09% | −32,856−7.4% | 減碼 |
| Bridgewater Associates, LP | 417,897 | $8,618 萬 | 0.44% | +401,292+2,416.7% | 加碼 |
| LPL Financial LLC | 418,557 | $8,632 萬 | 0.05% | +6,427+1.6% | 加碼 |
| Mediolanum International Funds Ltd | 419,462 | $8,725 萬 | 1.42% | +419,462 | 新進 |
| SG Americas Securities, LLC | 423,266 | $8,729 萬 | 0.45% | +391,371+1,227.1% | 加碼 |
| Public Employees Retirement System of Ohio | 423,922 | $8,743 萬 | 0.34% | −13,556−3.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 428,489 | $8,837 萬 | 0.31% | −93,511−17.9% | 減碼 |
| Aviva PLC | 429,744 | $8,863 萬 | 0.29% | +18,267+4.4% | 加碼 |
| Blue Whale Capital LLP | 430,500 | $8,878 萬 | 9.37% | +215,500+100.2% | 加碼 |
| UniSuper Management Pty Ltd | 437,435 | $9,021 萬 | 0.86% | +12,839+3.0% | 加碼 |
| Ossiam | 439,829 | $9,071 萬 | 1.59% | +424,067+2,690.4% | 加碼 |
| Jane Street Group, LLC | 443,298 | $9,142 萬 | 0.12% | +271,817+158.5% | 加碼 |
| State of Wisconsin Investment Board | 462,653 | $9,541 萬 | 0.25% | −1,465−0.3% | 減碼 |
| Close Asset Management Ltd | 463,835 | $9,561 萬 | 3.49% | −307,019−39.8% | 減碼 |
| Earnest Partners LLC | 467,564 | $9,643 萬 | 0.44% | +89,272+23.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 469,391 | $9,680 萬 | 0.07% | +15,118+3.3% | 加碼 |
| Zurich Insurance Group Ltd | 477,367 | $9,845 萬 | 0.90% | −207,511−30.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 479,833 | $9,896 萬 | 0.30% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 487,629 | $1.01 億 | 0.33% | −13,872−2.8% | 減碼 |
| Bristol Gate Capital Partners Inc. | 496,566 | $1.02 億 | 4.81% | −122,471−19.8% | 減碼 |
| Ci Investments Inc. | 503,366 | $1.04 億 | 0.41% | −13,736−2.7% | 減碼 |
| HighTower Advisors, LLC | 506,213 | $1.04 億 | 0.17% | +18,418+3.8% | 加碼 |
| Clark Capital Management Group, Inc. | 511,793 | $1.06 億 | 0.79% | +1,589+0.3% | 加碼 |
| Polar Capital Holdings Plc | 519,332 | $1.07 億 | 0.65% | +519,332 | 新進 |
| XN LP | 520,491 | $1.07 億 | 5.35% | −86,067−14.2% | 減碼 |
| Argent Capital Management LLC | 533,527 | $1.10 億 | 3.21% | −18,003−3.3% | 減碼 |
| Toronto Dominion Bank | 533,833 | $1.10 億 | 0.17% | −3,844−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 535,439 | $1.10 億 | 0.17% | +213,299+66.2% | 加碼 |
| Zacks Investment Management | 537,338 | $1.11 億 | 1.18% | +1,838+0.3% | 加碼 |
| Nissay Asset Management Corp | 538,181 | $1.11 億 | 0.77% | −120,742−18.3% | 減碼 |
| Retirement Systems of Alabama | 539,748 | $1.11 億 | 0.43% | −717−0.1% | 減碼 |
| Canada Pension Plan Investment Board | 547,753 | $1.13 億 | 0.12% | +80,740+17.3% | 加碼 |
| Erste Asset Management GmbH | 557,260 | $1.15 億 | 1.57% | +47,056+9.2% | 加碼 |
| Schroder Investment Management Group | 560,201 | $1.16 億 | 0.14% | −62,489−10.0% | 減碼 |
| Guggenheim Capital LLC | 563,110 | $1.16 億 | 0.82% | +34,785+6.6% | 加碼 |
| Boston Trust Walden Corp | 568,431 | $1.17 億 | 0.84% | +162,988+40.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 587,882 | $1.21 億 | 0.26% | +11,816+2.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 997,137 | $1.22 億 | 0.29% | +75,504+8.2% | 加碼 |
| Natixis | 595,267 | $1.23 億 | 0.68% | +73,295+14.0% | 加碼 |
| Fifth Third Bancorp | 596,061 | $1.23 億 | 0.48% | +33,686+6.0% | 加碼 |
| Marshall Wace, LLP | 618,179 | $1.27 億 | 0.21% | +421,969+215.1% | 加碼 |
| Citadel Advisors LLC | 625,520 | $1.29 億 | 0.12% | −22,236−3.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 625,985 | $1.29 億 | 0.83% | +234,092+59.7% | 加碼 |
| Glenmede Trust Co NA | 638,643 | $1.32 億 | 0.66% | −105,073−14.1% | 減碼 |
| Rockefeller Capital Management L.P. | 641,409 | $1.32 億 | 0.39% | +21,728+3.5% | 加碼 |
| APG Asset Management N.V. | 700,789 | $1.34 億 | 0.23% | −94,837−11.9% | 減碼 |
| Renaissance Technologies LLC | 654,648 | $1.35 億 | 0.21% | −56,900−8.0% | 減碼 |
| US Bancorp | 656,772 | $1.35 億 | 0.19% | +3000.0% | 加碼 |
| Abn Amro Investment Solutions | 661,743 | $1.36 億 | 2.36% | −27,030−3.9% | 減碼 |
| Lord, Abbett & Co. LLC | 662,196 | $1.37 億 | 0.44% | −75,916−10.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 670,488 | $1.38 億 | 0.26% | +114,200+20.5% | 加碼 |
| Korea Investment CORP | 688,669 | $1.42 億 | 0.36% | +287,948+71.9% | 加碼 |