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
- 2,221
- 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 | 3,520 | $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 |
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 |
|---|---|---|---|---|---|
| Munro Partners | 303,103 | $6,251 萬 | 2.24% | +48,450+19.0% | 加碼 |
| Andra AP-fonden | 302,500 | $6,238 萬 | 1.11% | +302,500 | 新進 |
| Degroof Petercam Asset Management | 300,300 | $6,193 萬 | 0.74% | +70,100+30.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 297,354 | $6,132 萬 | 2.09% | −3,744−1.2% | 減碼 |
| Huntington National Bank | 295,244 | $6,089 萬 | 0.49% | +213,054+259.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 294,820 | $6,080 萬 | 1.15% | −17,855−5.7% | 減碼 |
| Cetera Investment Advisers | 290,561 | $5,992 萬 | 0.14% | +195,569+205.9% | 加碼 |
| Nisa Investment Advisors, LLC | 287,117 | $5,921 萬 | 0.38% | −20,024−6.5% | 減碼 |
| Bradley Foster & Sargent Inc | 280,025 | $5,775 萬 | 1.04% | +725+0.3% | 加碼 |
| Broad Run Investment Management, LLC | 279,671 | $5,768 萬 | 7.08% | +27,585+10.9% | 加碼 |
| Grassi Investment Management | 277,326 | $5,719 萬 | 5.17% | −290−0.1% | 減碼 |
| State of Michigan Retirement System | 271,355 | $5,596 萬 | 0.30% | −1,000−0.4% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 269,000 | $5,548 萬 | 0.63% | +86,000+47.0% | 加碼 |
| Mackenzie Financial Corp | 267,042 | $5,507 萬 | 0.08% | −5,164−1.9% | 減碼 |
| Antipodes Partners Ltd | 265,921 | $5,484 萬 | 1.73% | +232,995+707.6% | 加碼 |
| Peapack Gladstone Financial Corp | 263,501 | $5,434 萬 | 0.85% | +568+0.2% | 加碼 |
| Teacher Retirement System of Texas | 261,853 | $5,400 萬 | 0.34% | −14,750−5.3% | 減碼 |
| CIBC World Markets Inc. | 259,185 | $5,345 萬 | 0.14% | −90,784−25.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 257,828 | $5,317 萬 | 0.42% | +180,818+234.8% | 加碼 |
| Value Aligned Research Advisors, LLC | 257,130 | $5,303 萬 | 10.46% | 00.0% | 不變 |
| APG Asset Management US Inc. | 254,060 | $5,302 萬 | 0.31% | +86,539+51.7% | 加碼 |
| CIBC Asset Management Inc | 255,290 | $5,265 萬 | 0.18% | +13,378+5.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 251,128 | $5,179 萬 | 0.64% | −118,979−32.1% | 減碼 |
| Forsta Ap-Fonden | 250,100 | $5,158 萬 | 0.44% | +12,200+5.1% | 加碼 |
| Manning & Napier Group, LLC | 249,450 | $5,144 萬 | 0.59% | −20,834−7.7% | 減碼 |
| Cerity Partners LLC | 246,798 | $5,081 萬 | 0.13% | +122,342+98.3% | 加碼 |
| Jupiter Asset Management Ltd | 244,264 | $5,037 萬 | 0.48% | +240,403+6,226.4% | 加碼 |
| Arizona State Retirement System | 238,489 | $4,918 萬 | 0.34% | −8,467−3.4% | 減碼 |
| FIL Ltd | 238,408 | $4,917 萬 | 0.05% | −1,593,268−87.0% | 減碼 |
| Dundas Partners LLP | 237,066 | $4,889 萬 | 3.85% | 00.0% | 不變 |
| Railway Pension Investments Ltd | 236,368 | $4,875 萬 | 0.47% | +58,500+32.9% | 加碼 |
| Comerica Bank | 233,163 | $4,809 萬 | 0.21% | −14,777−6.0% | 減碼 |
| Calamos Advisors LLC | 228,861 | $4,720 萬 | 0.23% | −4,243−1.8% | 減碼 |
| Gillespie Robinson & Grimm Inc | 226,145 | $4,664 萬 | 3.86% | −20,180−8.2% | 減碼 |
| MetLife Investment Management | 224,097 | $4,622 萬 | 0.31% | −8,061−3.5% | 減碼 |
| Tredje AP-fonden | 221,886 | $4,576 萬 | 0.47% | +35,000+18.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 221,139 | $4,561 萬 | 0.73% | +98,000+79.6% | 加碼 |
| TT International Asset Management LTD | 218,874 | $4,514 萬 | 4.27% | +218,874 | 新進 |
| ING Groep NV | 214,195 | $4,417 萬 | 0.30% | −472,086−68.8% | 減碼 |
| Harbor Island Capital LLC | 214,049 | $4,414 萬 | 20.22% | −18,550−8.0% | 減碼 |
| Guinness Asset Management LTD | 213,955 | $4,413 萬 | 0.92% | +18,055+9.2% | 加碼 |
| DnB Asset Management AS | 211,231 | $4,356 萬 | 0.23% | −46,380−18.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 210,124 | $4,333 萬 | 0.06% | −4,900−2.3% | 減碼 |
| BNP Paribas | 213,253 | $4,327 萬 | 2.02% | +213,253 | 新進 |
| Grandfield & Dodd, LLC | 208,895 | $4,308 萬 | 2.72% | −371−0.2% | 減碼 |
| Formuepleje A/S | 206,195 | $4,252 萬 | 2.40% | −33,194−13.9% | 減碼 |
| Cardinal Capital Management, Inc. | 203,248 | $4,192 萬 | 1.86% | −19,130−8.6% | 減碼 |
| Norris Perne & French LLP | 201,136 | $4,148 萬 | 2.97% | −11,443−5.4% | 減碼 |
| William Blair Investment Management, LLC | 199,426 | $4,113 萬 | 0.11% | +67,398+51.0% | 加碼 |
| Assetmark, Inc | 199,280 | $4,110 萬 | 0.13% | −20,426−9.3% | 減碼 |
| Janney Montgomery Scott LLC | 198,498 | $4,094 萬 | 0.12% | +14,332+7.8% | 加碼 |
| Analog Century Management LP | 197,903 | $4,081 萬 | 5.69% | +18,431+10.3% | 加碼 |
| Sit Investment Associates Inc | 195,433 | $4,030 萬 | 0.93% | −13,130−6.3% | 減碼 |
| Xponance, Inc. | 192,565 | $3,971 萬 | 0.42% | −12,068−5.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 190,473 | $3,928 萬 | 0.75% | −37,865−16.6% | 減碼 |
| Creative Planning | 188,564 | $3,889 萬 | 0.04% | +457+0.2% | 加碼 |
| Federated Hermes, Inc. | 184,389 | $3,803 萬 | 0.09% | +55,112+42.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 183,900 | $3,793 萬 | 0.33% | +183,900 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,662 | $3,767 萬 | 0.26% | −528−0.3% | 減碼 |
| Banco Santander, S.A. | 181,569 | $3,744 萬 | 0.45% | +826+0.5% | 加碼 |
| Cambiar Investors LLC | 180,550 | $3,723 萬 | 1.39% | −39,060−17.8% | 減碼 |
| Amalgamated Bank | 180,054 | $3,713 萬 | 0.32% | −34,290−16.0% | 減碼 |
| Renaissance Group LLC | 178,873 | $3,689 萬 | 1.39% | −43,555−19.6% | 減碼 |
| USS Investment Management Ltd | 176,013 | $3,628 萬 | 0.30% | +4,001+2.3% | 加碼 |
| Employees Provident Fund Board | 175,491 | $3,619 萬 | 0.63% | +175,491 | 新進 |
| Northwest & Ethical Investments L.P. | 174,276 | $3,594 萬 | 1.04% | +66,689+62.0% | 加碼 |
| Busey Wealth Management | 173,887 | $3,586 萬 | 1.27% | −2,121−1.2% | 減碼 |
| Texas Permanent School Fund | 172,009 | $3,547 萬 | 0.28% | −723−0.4% | 減碼 |
| IFM Investors Pty Ltd | 171,708 | $3,541 萬 | 0.39% | −1,736−1.0% | 減碼 |
| Henshaw Capital LLC | 171,300 | $3,533 萬 | 1.65% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 170,272 | $3,512 萬 | 0.39% | −6,000−3.4% | 減碼 |
| Silvant Capital Management LLC | 167,262 | $3,449 萬 | 1.65% | +4,400+2.7% | 加碼 |
| Advisor Group Holdings, Inc. | 165,430 | $3,413 萬 | 0.08% | −120,258−42.1% | 減碼 |
| North Growth Management Ltd. | 163,000 | $3,358 萬 | 6.41% | −1,000−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 161,938 | $3,340 萬 | 0.37% | +6,695+4.3% | 加碼 |
| Baird Financial Group, Inc. | 161,630 | $3,333 萬 | 0.07% | −1,263−0.8% | 減碼 |
| Wellington Management Group LLP | 161,219 | $3,325 萬 | 0.01% | −2,014,547−92.6% | 減碼 |
| Liontrust Investment Partners LLP | 161,000 | $3,320 萬 | 0.46% | +111,000+222.0% | 加碼 |
| Osterweis Capital Management Inc | 160,098 | $3,302 萬 | 1.94% | −5,699−3.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 158,993 | $3,279 萬 | 0.08% | −15,257−8.8% | 減碼 |
| Bragg Financial Advisors, Inc | 156,421 | $3,226 萬 | 1.45% | −2,659−1.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 155,799 | $3,213 萬 | 0.14% | −228,380−59.4% | 減碼 |
| Main Street Research LLC | 155,101 | $3,199 萬 | 2.17% | +2,472+1.6% | 加碼 |
| Cohen Capital Management, Inc. | 154,145 | $3,179 萬 | 5.60% | +762+0.5% | 加碼 |
| Boston Common Asset Management, LLC | 153,720 | $3,170 萬 | 0.76% | −24,676−13.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 153,240 | $3,160 萬 | 2.99% | −2,840−1.8% | 減碼 |
| Castleark Management LLC | 151,042 | $3,115 萬 | 1.30% | +27,117+21.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 150,920 | $3,112 萬 | 0.35% | −43,574−22.4% | 減碼 |
| Hancock Whitney Corp | 150,768 | $3,109 萬 | 1.07% | +3,008+2.0% | 加碼 |
| Shelton Capital Management | 148,940 | $3,072 萬 | 0.88% | −46,420−23.8% | 減碼 |
| Aristotle Atlantic Partners, LLC | 147,381 | $3,039 萬 | 0.99% | +34,041+30.0% | 加碼 |
| iA Global Asset Management Inc. | 147,284 | $3,037 萬 | 0.62% | −14,838−9.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 146,635 | $3,024 萬 | 0.27% | −29,858−16.9% | 減碼 |
| Willis Investment Counsel | 146,572 | $3,023 萬 | 2.08% | +228+0.2% | 加碼 |
| Czech National Bank | 146,384 | $3,019 萬 | 0.39% | −154−0.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 146,082 | $3,013 萬 | 0.35% | −37,111−20.3% | 減碼 |
| Daiwa Securities Group Inc. | 145,122 | $2,993 萬 | 0.17% | +26,309+22.1% | 加碼 |
| Utah Retirement Systems | 144,907 | $2,988 萬 | 0.35% | −100−0.1% | 減碼 |
| Quadrature Capital Ltd | 143,045 | $2,949 萬 | 0.50% | +143,045 | 新進 |
| Trust Co of Vermont | 141,019 | $2,908 萬 | 1.62% | +18,646+15.2% | 加碼 |