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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 74,916 | $1,545 萬 | 1.41% | −5,444−6.8% | 減碼 |
| Brown Advisory Inc | 74,041 | $1,527 萬 | 0.02% | +6,393+9.5% | 加碼 |
| Burney Co | 72,685 | $1,499 萬 | 0.57% | −1,069−1.4% | 減碼 |
| Rheos Capital Works Inc. | 72,600 | $1,497 萬 | 0.72% | −61,700−45.9% | 減碼 |
| Jump Financial, LLC | 72,492 | $1,495 萬 | 0.41% | +61,201+542.0% | 加碼 |
| D.A. Davidson & Co. | 72,153 | $1,488 萬 | 0.13% | −1,534−2.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 71,859 | $1,482 萬 | 0.37% | +2,763+4.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 71,659 | $1,478 萬 | 0.16% | +11,968+20.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 71,177 | $1,468 萬 | 0.29% | −149,896−67.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 70,710 | $1,458 萬 | 0.35% | −85,551−54.7% | 減碼 |
| DuPont Capital Management Corp | 70,359 | $1,451 萬 | 1.20% | −13,719−16.3% | 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 |
| Roanoke Asset Management Corp | 70,155 | $1,447 萬 | 4.74% | −345−0.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,444 萬 | 0.31% | −6,000−7.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 69,697 | $1,437 萬 | 0.97% | +14,748+26.8% | 加碼 |
| Hoylecohen, LLC | 69,684 | $1,437 萬 | 1.10% | +641+0.9% | 加碼 |
| Churchill Management Corp | 69,091 | $1,425 萬 | 0.18% | −1,586−2.2% | 減碼 |
| Jacobs & Co | 68,400 | $1,411 萬 | 1.49% | −3,247−4.5% | 減碼 |
| Holderness Investments Co | 68,072 | $1,404 萬 | 3.43% | +98+0.1% | 加碼 |
| Hollencrest Capital Management | 66,603 | $1,374 萬 | 0.63% | +57,659+644.7% | 加碼 |
| La Banque Postale Asset Management SA | 66,245 | $1,366 萬 | 0.54% | −85,214−56.3% | 減碼 |
| Montag A & Associates Inc | 66,103 | $1,363 萬 | 0.68% | +25,323+62.1% | 加碼 |
| Bard Financial Services, Inc. | 65,480 | $1,350 萬 | 1.43% | −2,385−3.5% | 減碼 |
| Bridgeway Capital Management, LLC | 65,470 | $1,350 萬 | 0.28% | −25,600−28.1% | 減碼 |
| Hosking Partners LLP | 65,307 | $1,347 萬 | 0.50% | −204−0.3% | 減碼 |
| Hamilton Capital Partners Inc. | 65,213 | $1,345 萬 | 1.63% | +65,213 | 新進 |
| Bornite Capital Management LP | 65,000 | $1,340 萬 | 2.25% | +25,000+62.5% | 加碼 |
| Gateway Investment Advisers LLC | 64,943 | $1,339 萬 | 0.15% | −12,242−15.9% | 減碼 |
| Empowered Funds, LLC | 64,865 | $1,338 萬 | 0.24% | +11,927+22.5% | 加碼 |
| TD Waterhouse Canada Inc. | 57,731 | $1,327 萬 | 0.10% | +57,731 | 新進 |
| Credit Agricole S A | 67,933 | $1,320 萬 | 0.23% | +21,830+47.4% | 加碼 |
| Banque Cantonale Vaudoise | 63,758 | $1,315 萬 | 0.51% | +330+0.5% | 加碼 |
| Baader Bank INC | 63,681 | $1,313 萬 | 1.07% | −2,875−4.3% | 減碼 |
| Capital Investment Counsel, Inc | 63,400 | $1,307 萬 | 2.26% | −8,100−11.3% | 減碼 |
| Sycomore Asset Management | 63,468 | $1,305 萬 | 2.85% | +30,361+91.7% | 加碼 |
| Kentucky Retirement Systems | 63,189 | $1,303 萬 | 0.39% | −3,743−5.6% | 減碼 |
| Phoenix Holdings Ltd. | 63,079 | $1,299 萬 | 0.18% | +28,027+80.0% | 加碼 |
| Maryland State Retirement & Pension System | 65,408 | $1,298 萬 | 0.26% | +388+0.6% | 加碼 |
| Meeder Asset Management Inc | 62,732 | $1,294 萬 | 0.82% | +51,989+483.9% | 加碼 |
| Vident Advisory, LLC | 62,701 | $1,293 萬 | 0.27% | −112,619−64.2% | 減碼 |
| Evercore Wealth Management, LLC | 62,074 | $1,280 萬 | 0.20% | −1,155−1.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 61,990 | $1,278 萬 | 0.18% | −19,120−23.6% | 減碼 |
| F&V Capital Management, LLC | 61,810 | $1,275 萬 | 3.76% | +6,359+11.5% | 加碼 |
| General American Investors Co Inc | 61,652 | $1,271 萬 | 0.94% | 00.0% | 不變 |
| Flossbach Von Storch AG | 61,624 | $1,271 萬 | 0.06% | +40,826+196.3% | 加碼 |
| First Citizens Bank & Trust Co | 60,132 | $1,240 萬 | 0.24% | +10,476+21.1% | 加碼 |
| LGT Group Foundation | 60,095 | $1,239 萬 | 0.29% | −35,739−37.3% | 減碼 |
| Shell Asset Management Co | 52,271 | $1,234 萬 | 0.56% | −8,348−13.8% | 減碼 |
| Oppenheimer & Co Inc | 59,161 | $1,220 萬 | 0.20% | +530+0.9% | 加碼 |
| Torray LLC | 59,125 | $1,219 萬 | 1.83% | −16,975−22.3% | 減碼 |
| Pallas Capital Advisors LLC | 59,018 | $1,217 萬 | 0.51% | +2,248+4.0% | 加碼 |
| GWM Advisors LLC | 58,930 | $1,215 萬 | 0.11% | +5,717+10.7% | 加碼 |
| Verition Fund Management LLC | 58,756 | $1,212 萬 | 0.12% | +6,964+13.4% | 加碼 |
| Buckingham Capital Management, Inc. | 58,551 | $1,208 萬 | 1.48% | −4,938−7.8% | 減碼 |
| Anchor Capital Advisors LLC | 58,344 | $1,203 萬 | 0.32% | +58,344 | 新進 |
| Jamison Private Wealth Management, Inc. | 57,964 | $1,195 萬 | 2.02% | +122+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 57,466 | $1,185 萬 | 0.08% | +2,840+5.2% | 加碼 |
| Brinker Capital Investments, LLC | 57,383 | $1,183 萬 | 0.13% | +3,964+7.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 57,383 | $1,183 萬 | 0.13% | +3,964+7.4% | 加碼 |
| Engineers Gate Manager LP | 57,330 | $1,182 萬 | 0.31% | +23,294+68.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 56,332 | $1,162 萬 | 0.13% | +11,817+26.5% | 加碼 |
| Larson Financial Group LLC | 56,092 | $1,157 萬 | 0.89% | −719−1.3% | 減碼 |
| Colonial Trust Advisors | 55,423 | $1,143 萬 | 1.13% | +414+0.8% | 加碼 |
| SFMG, LLC | 55,401 | $1,143 萬 | 0.98% | −685−1.2% | 減碼 |
| William Allan, LLC | 54,651 | $1,127 萬 | 7.49% | −304−0.6% | 減碼 |
| Two Sigma Advisers, LP | 54,300 | $1,120 萬 | 0.03% | −49,600−47.7% | 減碼 |
| Hartford Investment Management Co | 53,783 | $1,109 萬 | 0.39% | −2,566−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 53,727 | $1,108 萬 | 0.16% | −1,475−2.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,447 | $1,102 萬 | 0.34% | +4,100+8.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 53,188 | $1,097 萬 | 0.12% | +1,606+3.1% | 加碼 |
| Greenwich Wealth Management LLC | 53,173 | $1,097 萬 | 0.87% | −160.0% | 減碼 |
| Captrust Financial Advisors | 53,115 | $1,095 萬 | 0.04% | −26,925−33.6% | 減碼 |
| Voloridge Investment Management, LLC | 53,099 | $1,095 萬 | 0.04% | +53,099 | 新進 |
| Glassy Mountain Advisors, Inc. | 53,082 | $1,095 萬 | 4.12% | −2,472−4.4% | 減碼 |
| Intech Investment Management LLC | 52,943 | $1,092 萬 | 0.15% | −182,925−77.6% | 減碼 |
| Westpac Banking Corp | 52,913 | $1,091 萬 | 0.83% | −714−1.3% | 減碼 |
| Summit Street Capital Management, LLC | 52,581 | $1,084 萬 | 4.16% | 00.0% | 不變 |
| Tiaa Trust, National Association | 52,373 | $1,080 萬 | 0.03% | +328+0.6% | 加碼 |
| Engine No. 1 LLC | 51,231 | $1,057 萬 | 12.51% | +51,231 | 新進 |
| Atria Investments LLC | 50,788 | $1,047 萬 | 0.14% | −1,086−2.1% | 減碼 |
| Quantbot Technologies LP | 50,284 | $1,037 萬 | 0.58% | +37,196+284.2% | 加碼 |
| EP Wealth Advisors, LLC | 50,268 | $1,037 萬 | 0.12% | +2,366+4.9% | 加碼 |
| Davenport & Co LLC | 49,774 | $1,026 萬 | 0.06% | +51+0.1% | 加碼 |
| KCM Investment Advisors LLC | 49,333 | $1,017 萬 | 0.38% | +993+2.1% | 加碼 |
| Chartwell Investment Partners, LLC | 49,311 | $1,017 萬 | 0.35% | +1,881+4.0% | 加碼 |
| Toroso Investments, LLC | 49,141 | $1,015 萬 | 0.17% | +7,413+17.8% | 加碼 |
| Securian Asset Management, Inc | 49,007 | $1,011 萬 | 0.30% | −3,973−7.5% | 減碼 |
| Compass Wealth Management LLC | 49,005 | $1,011 萬 | 2.53% | −685−1.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 48,985 | $1,010 萬 | 0.13% | +27,864+131.9% | 加碼 |
| NEOS Investment Management LLC | 48,900 | $1,008 萬 | 0.62% | +9,485+24.1% | 加碼 |
| Commerce Bank | 48,364 | $997.4 萬 | 0.07% | −443−0.9% | 減碼 |
| Flputnam Investment Management Co | 48,325 | $996.6 萬 | 0.21% | −3,493−6.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 50,028 | $993.8 萬 | 0.78% | +1,499+3.1% | 加碼 |
| Banque Pictet & Cie SA | 48,361 | $993.1 萬 | 0.10% | −5,388−10.0% | 減碼 |
| Trexquant Investment LP | 48,031 | $990.5 萬 | 0.20% | +2,158+4.7% | 加碼 |
| Nepsis, Inc. | 47,998 | $989.9 萬 | 2.68% | +47,998 | 新進 |
| WoodTrust Financial Corp | 47,401 | $977.6 萬 | 1.55% | −1,763−3.6% | 減碼 |
| Bogart Wealth, LLC | 47,392 | $977.4 萬 | 0.50% | +1,109+2.4% | 加碼 |
| Trillium Asset Management, LLC | 46,786 | $964.9 萬 | 0.25% | −17,058−26.7% | 減碼 |