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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 2 季與 2024 年第 1 季比較

持有 Applied Materials Inc 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

AMAT 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數2,221312,286+96
股數6.57 億276.0 萬6.62 億+796.8 萬 (+1.2%)
市值$1,353 億$5.71 億$1,563 億+$215.7 億 (+16.0%)

31 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(203 家)

2024 年第 2 季季末持有 Applied Materials Inc、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 203 家。

2024 年第 2 季新進 AMAT 的機構
機構股數市值佔組合 %
Alkeon Capital Management LLC1,000,000$2.36 億1.21%
Tiger Global Management LLC大師老虎環球895,200$2.11 億0.98%
Mirae Asset Global ETFs Holdings Ltd.671,899$1.58 億0.38%
Capital Research Global Investors300,000$7,080 萬0.02%
Corebridge Financial, Inc.286,824$6,769 萬0.37%
Marex Group plc237,955$5,616 萬1.51%
J. Safra Sarasin Holding AG215,137$5,077 萬0.93%
Manning & Napier Advisors LLC203,922$4,812 萬0.54%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)180,672$4,264 萬0.48%
Svenska Handelsbanken AB (publ)170,000$4,053 萬11.28%
Rokos Capital Management LLP121,140$2,858 萬0.66%
J. Goldman & Co LP83,098$1,961 萬0.73%
Mizuho Securities USA LLC64,067$1,512 萬0.33%
AMF Pensionsforsakring AB56,478$1,333 萬0.10%
Kames Capital plc54,591$1,288 萬0.18%
Sanctuary Advisors, LLC57,296$1,165 萬0.08%
Generate Investment Management Ltd49,218$1,161 萬0.84%
Ecofi Investissements SA50,400$1,126 萬6.26%
BDF-Gestion41,592$981.5 萬0.94%
Dnca Finance38,250$902.7 萬0.77%
Maytus Capital Management, LLC36,000$849.6 萬3.04%
Strategic Financial Concepts, LLC34,679$725.6 萬0.03%
Mirae Asset Securities (USA) Inc.29,615$698.9 萬0.45%
Temasek Holdings (Private) Ltd25,565$603.3 萬0.03%
Eisler Capital (US) LLC24,061$567.8 萬1.07%
Alpine Global Management, LLC23,171$546.8 萬0.95%
Progressive Investment Management Corp19,641$463.5 萬1.23%
WBI Investments18,789$443.4 萬1.07%
New Millennium Group LLC14,173$334.5 萬2.18%
L & S Advisors Inc13,005$306.9 萬0.35%
Cinctive Capital Management LP12,322$290.8 萬0.16%
Connective Portfolio Management, LLC10,430$246.1 萬4.00%
AustralianSuper Pty Ltd10,090$238.1 萬0.01%
KP Management LLC10,000$236.0 萬0.89%
Applied Finance Capital Management, LLC9,997$235.9 萬0.11%
Bill Few Associates, Inc.9,860$232.7 萬0.89%
HHLR Advisors, Ltd.大師高瓴 HHLR9,074$214.1 萬0.05%
Lighthouse Investment Partners, LLC8,500$200.6 萬0.11%
LGT Fund Management Co Ltd.7,969$188.1 萬0.23%
Sax Wealth Advisors, LLC7,209$170.1 萬0.16%
CTC LLC7,032$165.9 萬0.12%
Hardy Reed LLC6,991$165.0 萬0.17%
New England Research & Management, Inc.6,950$164.0 萬0.79%
Arete Wealth Advisors, LLC6,527$154.4 萬0.13%
Pittenger & Anderson Inc6,400$151.0 萬0.06%
Sumitomo Life Insurance Co6,338$149.6 萬0.03%
FNY Investment Advisers, LLC6,300$148.6 萬1.00%
Nwam LLC6,208$146.5 萬0.43%
Searle & Co.6,034$142.4 萬0.33%
Landscape Capital Management, L.L.C.5,814$137.2 萬0.12%
Pensionmark Financial Group, LLC5,772$136.2 萬0.08%
Virtu Financial LLC5,679$134.0 萬0.09%
Element Capital Management LLC4,615$108.9 萬0.08%
Maverick Capital Ltd大師Maverick 資本4,458$105.2 萬0.02%
CORDA Investment Management, LLC.4,369$103.1 萬0.08%
IFG Advisory, LLC3,771$89.0 萬0.06%
Campbell & CO Investment Adviser LLC3,657$86.3 萬0.07%
Wellington Wealth Strategies, LLC.3,622$85.5 萬3.67%
Gilder Gagnon Howe & Co LLC3,613$85.3 萬0.01%
Perissos Private Wealth Management, LLC3,578$84.4 萬0.76%
Aviso Financial Inc.3,433$81.0 萬0.05%
Hershey Financial Advisers, LLC3,394$80.1 萬0.72%
Plan Group Financial, LLC3,054$72.1 萬0.44%
Cable Hill Partners, LLC3,005$70.9 萬0.08%
Platform Technology Partners2,827$66.7 萬0.23%
Herold Advisors, Inc.2,816$66.5 萬0.15%
J. Stern & Co. LLP2,800$66.1 萬0.08%
Alta Wealth Advisors LLC2,536$59.8 萬0.30%
M Holdings Securities, Inc.2,515$59.4 萬0.08%
Pinkerton Retirement Specialists, LLC2,514$59.3 萬0.09%
Cromwell Holdings LLC2,432$57.4 萬0.34%
Financial Network Wealth Management LLC2,300$54.2 萬0.21%
WFA of San Diego, LLC2,291$54.1 萬0.48%
Legacy Capital Wealth Partners, LLC2,259$53.3 萬0.14%
Facet Wealth, Inc.2,644$52.0 萬0.02%
Lee Danner & Bass Inc2,181$51.5 萬0.04%
AdvisorShares Investments LLC2,002$47.5 萬0.08%
Diversify Wealth Management, LLC2,531$46.0 萬0.06%
Ground Swell Capital, LLC1,943$45.9 萬0.44%
Warther Private Wealth, LLC1,924$45.4 萬0.18%
Paradigm Financial Partners, LLC1,797$42.4 萬0.06%
New Wave Wealth Advisors LLC1,777$41.9 萬0.23%
Roman Butler Fullerton & Co1,594$40.6 萬0.13%
Smith Thornton Advisors LLC1,719$40.6 萬0.30%
Heartland Bank & Trust Co1,678$39.6 萬0.22%
Oxford Financial Group Ltd1,663$39.2 萬0.03%
Veridan Wealth LLC2,075$38.0 萬0.15%
Fermata Advisors, LLC1,608$37.9 萬0.09%
WMG Financial Advisors, LLC1,604$37.9 萬0.20%
United Community Bank1,594$37.6 萬0.15%
Interchange Capital Partners, LLC1,564$36.9 萬0.14%
D.B. Root & Company, LLC1,538$36.3 萬0.12%
Permanent Capital Management, LP1,890$34.6 萬0.07%
Wallace Hart LLC1,466$34.6 萬0.27%
Angeles Investment Advisors, LLC1,430$33.7 萬0.02%
M3 Advisory Group, LLC1,348$31.8 萬0.26%
Waterloo Capital, L.P.1,347$31.8 萬0.04%
New Republic Capital, LLC1,312$31.0 萬0.16%
Hobbs Group Advisors, LLC1,312$31.0 萬0.12%
Eagle Strategies LLC1,296$30.6 萬0.06%

清倉機構(107 家)

2024 年第 1 季季末持有 Applied Materials Inc、2024 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 107 家。

2024 年第 2 季清倉 AMAT 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Renaissance Technologies LLC654,648$1.35 億
Marshall Wace, LLP618,179$1.27 億
Zacks Investment Management537,338$1.11 億
Capital Fund Management S.A.350,543$7,229 萬
American International Group, Inc.305,094$6,292 萬
Clal Insurance Enterprises Holdings Ltd269,000$5,548 萬
Worldquant Millennium Advisors LLC251,128$5,179 萬
Migdal Insurance & Financial Holdings Ltd.221,139$4,561 萬
TT International Asset Management LTD218,874$4,514 萬
Texas Permanent School Fund172,009$3,547 萬
Connor, Clark & Lunn Investment Management Ltd.155,799$3,213 萬
Cubist Systematic Strategies, LLC150,920$3,112 萬
Quadrature Capital Ltd143,045$2,949 萬
Point72 (DIFC) Ltd95,452$1,969 萬
Nan Shan Life Insurance Co., Ltd.84,443$1,741 萬
Bornite Capital Management LP65,000$1,340 萬
Voloridge Investment Management, LLC53,099$1,095 萬
Quantbot Technologies LP50,284$1,037 萬
Metropolitan Life Insurance Co33,559$692.1 萬
Point72 Hong Kong Ltd33,083$682.3 萬
Quintet Private Bank (Europe) S.A.24,408$588.0 萬
ExodusPoint Capital Management, LP25,003$515.6 萬
Meridian Wealth Management, LLC20,891$430.8 萬
AM Squared Ltd20,634$425.5 萬
Centiva Capital, LP19,314$398.3 萬
Maven Securities LTD18,456$380.6 萬
EFG Asset Management (Americas) Corp.16,110$332.2 萬
Kemnay Advisory Services Inc.16,026$330.5 萬
Hansen & Associates Financial Group, Inc.17,100$324.5 萬
Point72 Asia (Singapore) Pte. Ltd.14,748$304.1 萬
Aquatic Capital Management LLC14,300$294.9 萬
Senvest Management, LLC12,900$266.0 萬
Lincoln National Corp12,139$250.3 萬
Dynamic Technology Lab Private Ltd11,551$238.2 萬
Worth Asset Management, LLC11,207$231.1 萬
Interval Partners, LP11,000$226.9 萬
Teza Capital Management LLC9,938$205.0 萬
Sciencast Management LP9,416$194.2 萬
Bayesian Capital Management, LP8,415$173.5 萬
Idaho Trust Bank7,128$147.0 萬
XTX Topco Ltd6,945$143.2 萬
Graham Capital Management, L.P.5,375$110.8 萬
Genus Capital Management Inc.5,293$109.2 萬
CoreCap Advisors, LLC5,276$108.8 萬
Aigen Investment Management, LP5,042$104.0 萬
Occudo Quantitative Strategies LP4,867$100.4 萬
FDx Advisors, Inc.4,693$96.8 萬
Fox Run Management, L.L.C.4,017$82.8 萬
Machina Capital S.A.S.4,008$82.7 萬
Investor AB4,000$82.5 萬
CFS Investment Advisory Services, LLC3,505$72.3 萬
Delap Wealth Advisory, LLC3,252$67.1 萬
Executive Wealth Management, LLC3,073$64.1 萬
Fluent Financial, LLC2,761$56.9 萬
Crescent Grove Advisors, LLC2,676$55.2 萬
La Financiere de L'Echiquier2,658$54.8 萬
Oak Thistle LLC2,633$54.3 萬
Semanteon Capital Management, LP2,591$53.4 萬
LRT Capital Management, LLC2,369$48.9 萬
ClearAlpha Technologies LP2,287$47.2 萬
OneAscent Financial Services LLC2,272$46.9 萬
Algert Global LLC2,211$45.6 萬
F/M Investments LLC2,098$43.4 萬
Rational Advisors LLC2,036$42.0 萬
Beta Wealth Group, Inc.2,000$41.3 萬
Kapitalo Investimentos Ltda1,937$39.9 萬
Darwin Advisors, LLC1,927$39.7 萬
Magnetar Financial LLC1,851$38.2 萬
Signal Advisors Wealth, LLC1,839$37.9 萬
OneAscent Wealth Management LLC1,776$36.6 萬
Central Asset Investments & Management Holdings (HK) Ltd1,660$34.2 萬
Northstar Advisory Group, LLC1,645$33.9 萬
Janney Capital Management LLC1,595$32.9 萬
Advisor Resource Council1,991$32.7 萬
EdgeRock Capital LLC1,477$30.4 萬
Evoke Wealth, LLC1,427$29.4 萬
HCR Wealth Advisors1,338$27.6 萬
Axq Capital, LP1,300$26.8 萬
Hamilton Capital, LLC1,259$26.0 萬
Maripau Wealth Management LLC1,216$25.1 萬
Hartline Investment Corp1,178$24.3 萬
Winton Group Ltd1,172$24.2 萬
Private Portfolio Partners LLC1,132$23.4 萬
Deroy & Devereaux Private Investment Counsel Inc1,132$23.3 萬
Central Valley Advisors, LLC1,114$23.0 萬
Blueshift Asset Management, LLC1,079$22.3 萬
Advisors Management Group Inc1,075$22.2 萬
S.E.E.D. Planning Group LLC1,063$21.9 萬
GM Advisory Group, Inc.1,062$21.9 萬
Blueprint Investment Partners LLC1,020$21.1 萬
New Covenant Trust Company, N.A.902$18.6 萬
Paloma Partners Management Co757$15.6 萬
Financial Synergies Wealth Advisors, Inc.688$14.2 萬
Matthews International Capital Management LLC679$14.0 萬
Tacita Capital Inc252$5.20 萬
Friedenthal Financial234$4.83 萬
Belmont Capital, LLC161$3.33 萬
Westend Capital Management, LLC51$1.05 萬
CoreFirst Bank & Trust29$5,981
Copeland Capital Management, LLC26$5,362

尚未申報 2024 年第 2 季的機構(31 家)

2024 年第 1 季季末持有 Applied Materials Inc、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 AMAT、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG1,678,179$3.46 億
Degroof Petercam Asset Management300,300$6,193 萬
Manning & Napier Group, LLC249,450$5,144 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund170,272$3,512 萬
Connectus Wealth, LLC94,248$1,945 萬
Shell Asset Management Co52,271$1,234 萬
Mango Five Family, Inc.32,950$679.5 萬
Cambridge Trust Co30,867$636.6 萬
Cubic Asset Management, LLC27,042$557.7 萬
Pflug Koory, LLC26,776$552.2 萬
CWA Asset Management Group, LLC12,414$256.0 萬
Van Leeuwen & Company, LLC11,478$236.7 萬
Cipher Capital LP11,178$230.5 萬
Norwood Financial Corp9,295$191.7 萬
Handelsinvest Investeringsforvaltning8,730$180.0 萬
Wilbanks Smith & Thomas Asset Management LLC5,302$109.3 萬
Credential Qtrade Securities Inc.5,242$108.1 萬
Grey Street Capital, LLC5,019$103.5 萬
Merlin Capital LLC4,312$88.9 萬
InterOcean Capital Group, LLC3,643$75.1 萬
Eudaimonia Advisors LLC3,462$71.4 萬
Oracle Alpha Inc.3,257$67.2 萬
Eudaimonia Partners, LLC2,915$60.1 萬
Imprint Wealth LLC2,516$52.5 萬
Summit Financial Group Inc2,447$50.5 萬
Concord Investment Counsel Inc.1,837$37.9 萬
Steward Partners Investment Solutions, LLC1,501$31.0 萬
FirstPurpose Wealth LLC1,064$22.3 萬
Benedetti & Gucer, Inc.1,014$20.9 萬
Watts Gwilliam & Co., LLC961$20.2 萬
FSA Wealth Management LLC117$2.41 萬