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 13F 持有人
Applied Materials Inc 在 2024/6/30 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
- 2,286
- 較 2024 年第 1 季 +96 家
- 持有股數
- 6.62 億
- 較 2024 年第 1 季 +796.8 萬 (+1.2%)
- 總市值
- $1,563 億
- 較 2024 年第 1 季 +$215.7 億 (+16.0%)
- 新進機構
- 203
- 另有 878 家加碼
- 清倉機構
- 107
- 另有 862 家減碼
另有 31 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 141,413 | $3,337 萬 | 0.25% | +33,742+31.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 141,374 | $3,338 萬 | 0.29% | +96,502+215.1% | 加碼 |
| Cardinal Capital Management, Inc. | 142,466 | $3,362 萬 | 1.29% | −60,782−29.9% | 減碼 |
| NewEdge Wealth, LLC | 146,334 | $3,453 萬 | 0.75% | −212−0.1% | 減碼 |
| Willis Investment Counsel | 146,586 | $3,459 萬 | 2.40% | +140.0% | 加碼 |
| Daiwa Securities Group Inc. | 147,718 | $3,486 萬 | 0.19% | +2,596+1.8% | 加碼 |
| Formuepleje A/S | 148,844 | $3,513 萬 | 1.94% | −57,351−27.8% | 減碼 |
| Balyasny Asset Management LLC | 149,043 | $3,517 萬 | 0.09% | +129,601+666.6% | 加碼 |
| Lido Advisors, LLC | 149,994 | $3,540 萬 | 0.29% | +46,381+44.8% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 152,253 | $3,593 萬 | 3.34% | −987−0.6% | 減碼 |
| Bragg Financial Advisors, Inc | 152,444 | $3,598 萬 | 1.61% | −3,977−2.5% | 減碼 |
| Cohen Capital Management, Inc. | 154,145 | $3,638 萬 | 6.26% | 00.0% | 不變 |
| Czech National Bank | 158,336 | $3,737 萬 | 0.43% | +11,952+8.2% | 加碼 |
| British Columbia Investment Management Corp | 159,145 | $3,756 萬 | 0.23% | −171,619−51.9% | 減碼 |
| Main Street Research LLC | 159,783 | $3,771 萬 | 2.49% | +4,682+3.0% | 加碼 |
| Liontrust Investment Partners LLP | 160,000 | $3,776 萬 | 0.54% | −1,000−0.6% | 減碼 |
| North Growth Management Ltd. | 163,000 | $3,850 萬 | 7.61% | 00.0% | 不變 |
| Twinbeech Capital LP | 166,489 | $3,929 萬 | 0.77% | +163,086+4,792.4% | 加碼 |
| CIBC World Markets Corp | 166,979 | $3,941 萬 | 0.26% | +28,866+20.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 167,082 | $3,943 萬 | 0.32% | −16,818−9.1% | 減碼 |
| Baird Financial Group, Inc. | 171,111 | $4,038 萬 | 0.08% | +9,481+5.9% | 加碼 |
| Henshaw Capital LLC | 171,300 | $4,043 萬 | 1.82% | 00.0% | 不變 |
| Svenska Handelsbanken AB (publ) | 170,000 | $4,053 萬 | 11.28% | +170,000 | 新進 |
| IFM Investors Pty Ltd | 172,082 | $4,061 萬 | 0.41% | +374+0.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 172,712 | $4,076 萬 | 1.17% | −1,564−0.9% | 減碼 |
| Renaissance Group LLC | 174,216 | $4,111 萬 | 1.60% | −4,657−2.6% | 減碼 |
| Busey Wealth Management | 174,350 | $4,115 萬 | 1.41% | +463+0.3% | 加碼 |
| Cambiar Investors LLC | 176,836 | $4,173 萬 | 1.63% | −3,714−2.1% | 減碼 |
| Amalgamated Bank | 177,782 | $4,196 萬 | 0.36% | −2,272−1.3% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 180,672 | $4,264 萬 | 0.48% | +180,672 | 新進 |
| Silvant Capital Management LLC | 181,745 | $4,289 萬 | 1.90% | +14,483+8.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,507 | $4,307 萬 | 0.28% | −155−0.1% | 減碼 |
| Sit Investment Associates Inc | 183,938 | $4,341 萬 | 1.00% | −11,495−5.9% | 減碼 |
| Cresset Asset Management, LLC | 184,389 | $4,351 萬 | 0.18% | +102,551+125.3% | 加碼 |
| Assetmark, Inc | 187,458 | $4,424 萬 | 0.14% | −11,822−5.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 187,490 | $4,425 萬 | 0.47% | +25,552+15.8% | 加碼 |
| USS Investment Management Ltd | 187,928 | $4,435 萬 | 0.36% | +11,915+6.8% | 加碼 |
| William Blair Investment Management, LLC | 194,687 | $4,594 萬 | 0.12% | −4,739−2.4% | 減碼 |
| GWM Advisors LLC | 195,903 | $4,623 萬 | 0.34% | +136,973+232.4% | 加碼 |
| Norris Perne & French LLP | 196,269 | $4,632 萬 | 3.35% | −4,867−2.4% | 減碼 |
| Xponance, Inc. | 198,202 | $4,677 萬 | 0.48% | +5,637+2.9% | 加碼 |
| Harbor Island Capital LLC | 199,249 | $4,702 萬 | 20.25% | −14,800−6.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 200,174 | $4,724 萬 | 0.07% | −9,950−4.7% | 減碼 |
| Flossbach Von Storch AG | 200,752 | $4,738 萬 | 0.20% | +139,128+225.8% | 加碼 |
| BNP Paribas | 201,147 | $4,741 萬 | 2.39% | −12,106−5.7% | 減碼 |
| Creative Planning | 202,372 | $4,776 萬 | 0.05% | +13,808+7.3% | 加碼 |
| Manning & Napier Advisors LLC | 203,922 | $4,812 萬 | 0.54% | +203,922 | 新進 |
| Bradley Foster & Sargent Inc | 206,024 | $4,862 萬 | 0.88% | −74,001−26.4% | 減碼 |
| Gillespie Robinson & Grimm Inc | 207,438 | $4,895 萬 | 3.95% | −18,707−8.3% | 減碼 |
| Grandfield & Dodd, LLC | 208,443 | $4,919 萬 | 3.11% | −452−0.2% | 減碼 |
| Guinness Asset Management LTD | 209,005 | $4,931 萬 | 1.02% | −4,950−2.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 210,447 | $4,966 萬 | 0.12% | +51,454+32.4% | 加碼 |
| Twin Tree Management, LP | 213,208 | $5,031 萬 | 1.48% | +137,424+181.3% | 加碼 |
| J. Safra Sarasin Holding AG | 215,137 | $5,077 萬 | 0.93% | +215,137 | 新進 |
| Woodline Partners LP | 219,713 | $5,185 萬 | 0.50% | +114,911+109.6% | 加碼 |
| Comerica Bank | 219,804 | $5,187 萬 | 0.22% | −13,359−5.7% | 減碼 |
| Calamos Advisors LLC | 222,869 | $5,259 萬 | 0.26% | −5,992−2.6% | 減碼 |
| Tredje AP-fonden | 224,119 | $5,289 萬 | 0.51% | +2,233+1.0% | 加碼 |
| Forsta Ap-Fonden | 224,800 | $5,305 萬 | 0.47% | −25,300−10.1% | 減碼 |
| Broad Run Investment Management, LLC | 228,974 | $5,404 萬 | 7.40% | −50,697−18.1% | 減碼 |
| Cerity Partners LLC | 230,661 | $5,443 萬 | 0.15% | −16,137−6.5% | 減碼 |
| Railway Pension Investments Ltd | 233,968 | $5,521 萬 | 0.66% | −2,400−1.0% | 減碼 |
| Cetera Investment Advisers | 234,414 | $5,532 萬 | 0.13% | −56,147−19.3% | 減碼 |
| DnB Asset Management AS | 234,519 | $5,534 萬 | 0.26% | +23,288+11.0% | 加碼 |
| Pinebridge Investments, L.P. | 236,417 | $5,578 萬 | 0.45% | −111,423−32.0% | 減碼 |
| Marex Group plc | 237,955 | $5,616 萬 | 1.51% | +237,955 | 新進 |
| Arizona State Retirement System | 240,882 | $5,685 萬 | 0.38% | +2,393+1.0% | 加碼 |
| Castleark Management LLC | 241,614 | $5,702 萬 | 2.33% | +90,572+60.0% | 加碼 |
| Federated Hermes, Inc. | 245,172 | $5,786 萬 | 0.14% | +60,783+33.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 245,948 | $5,804 萬 | 0.08% | −1,774,952−87.8% | 減碼 |
| Employees Provident Fund Board | 246,107 | $5,808 萬 | 0.93% | +70,616+40.2% | 加碼 |
| Analog Century Management LP | 249,112 | $5,879 萬 | 5.83% | +51,209+25.9% | 加碼 |
| Mackenzie Financial Corp | 249,837 | $5,896 萬 | 0.09% | −17,205−6.4% | 減碼 |
| CIBC Asset Management Inc | 252,595 | $5,961 萬 | 0.21% | −2,695−1.1% | 減碼 |
| Peapack Gladstone Financial Corp | 256,493 | $6,053 萬 | 0.93% | −7,008−2.7% | 減碼 |
| MetLife Investment Management | 257,117 | $6,068 萬 | 0.36% | +33,020+14.7% | 加碼 |
| CIBC World Markets Inc. | 257,121 | $6,068 萬 | 0.15% | −2,064−0.8% | 減碼 |
| Value Aligned Research Advisors, LLC | 257,908 | $6,086 萬 | 13.33% | +778+0.3% | 加碼 |
| APG Asset Management US Inc. | 259,548 | $6,162 萬 | 0.35% | +5,488+2.2% | 加碼 |
| Carmignac Gestion | 265,689 | $6,270 萬 | 1.08% | +130,145+96.0% | 加碼 |
| Andra AP-fonden | 272,200 | $6,424 萬 | 1.08% | −30,300−10.0% | 減碼 |
| State of Michigan Retirement System | 276,255 | $6,519 萬 | 0.34% | +4,900+1.8% | 加碼 |
| Grassi Investment Management | 277,251 | $6,543 萬 | 5.80% | −750.0% | 減碼 |
| Corebridge Financial, Inc. | 286,824 | $6,769 萬 | 0.37% | +286,824 | 新進 |
| Wedge Capital Management L L P | 287,687 | $6,789 萬 | 1.20% | −123,199−30.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 289,052 | $6,821 萬 | 2.26% | −8,302−2.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 292,006 | $6,879 萬 | 0.41% | −16,779−5.4% | 減碼 |
| STRS Ohio | 297,051 | $7,010 萬 | 0.28% | −14,560−4.7% | 減碼 |
| Nisa Investment Advisors, LLC | 299,246 | $7,062 萬 | 0.44% | +12,129+4.2% | 加碼 |
| Capital Research Global Investors | 300,000 | $7,080 萬 | 0.02% | +300,000 | 新進 |
| State of New Jersey Common Pension Fund D | 306,794 | $7,240 萬 | 0.32% | −173,039−36.1% | 減碼 |
| Jupiter Asset Management Ltd | 310,448 | $7,326 萬 | 0.69% | +66,184+27.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 316,868 | $7,478 萬 | 1.22% | +22,048+7.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 331,538 | $7,508 萬 | 1.73% | −8,291−2.4% | 減碼 |
| State of Tennessee, Treasury Department | 319,075 | $7,530 萬 | 0.28% | +654+0.2% | 加碼 |
| Systematic Alpha Investments, LLC | 320,128 | $7,555 萬 | 2.88% | 00.0% | 不變 |
| ABN AMRO Bank N.V. | 318,896 | $7,598 萬 | 1.15% | −12,800−3.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 328,562 | $7,754 萬 | 0.56% | −7,500−2.2% | 減碼 |
| Handelsbanken Fonder AB | 328,845 | $7,760 萬 | 0.34% | −7,083−2.1% | 減碼 |
| Jane Street Group, LLC | 333,806 | $7,877 萬 | 0.09% | −109,492−24.7% | 減碼 |