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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 1,015,752 | $2.40 億 | 0.78% | +4540.0% | 加碼 |
| Principal Financial Group Inc | 1,022,143 | $2.41 億 | 0.14% | −59,059−5.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,024,083 | $2.42 億 | 0.72% | +595,594+139.0% | 加碼 |
| Prudential Financial Inc | 1,044,068 | $2.46 億 | 0.37% | −155,024−12.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,044,543 | $2.47 億 | 0.23% | +199,087+23.5% | 加碼 |
| Man Group plc | 1,099,226 | $2.59 億 | 0.68% | −36,112−3.2% | 減碼 |
| Victory Capital Management Inc | 1,123,931 | $2.65 億 | 0.27% | +35,415+3.3% | 加碼 |
| Nomura Asset Management Co Ltd | 1,142,464 | $2.71 億 | 0.92% | +138,175+13.8% | 加碼 |
| Envestnet Asset Management Inc | 1,151,487 | $2.72 億 | 0.09% | +19,664+1.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,181,827 | $2.79 億 | 0.34% | +115,881+10.9% | 加碼 |
| New York State Common Retirement Fund | 1,189,427 | $2.81 億 | 0.37% | −372,822−23.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,141,387 | $2.91 億 | 1.11% | −70,068−5.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,265,114 | $2.99 億 | 0.73% | +204,340+19.3% | 加碼 |
| Epoch Investment Partners, Inc. | 1,314,095 | $3.10 億 | 1.42% | +173,724+15.2% | 加碼 |
| Neuberger Berman Group LLC | 1,339,326 | $3.16 億 | 0.26% | −151,246−10.1% | 減碼 |
| AXA S.A. | 1,359,365 | $3.21 億 | 0.95% | −49,717−3.5% | 減碼 |
| California State Teachers Retirement System | 1,360,538 | $3.21 億 | 0.39% | +4,186+0.3% | 加碼 |
| Jennison Associates LLC | 1,391,586 | $3.28 億 | 0.21% | −175,763−11.2% | 減碼 |
| Bank of Montreal | 1,479,169 | $3.47 億 | 0.18% | +76,359+5.4% | 加碼 |
| AQR Capital Management LLC | 1,490,874 | $3.52 億 | 0.54% | +117,793+8.6% | 加碼 |
| TD Asset Management Inc | 1,499,691 | $3.54 億 | 0.33% | −26,688−1.7% | 減碼 |
| LSV Asset Management | 1,541,720 | $3.64 億 | 0.80% | −91,650−5.6% | 減碼 |
| Ensign Peak Advisors, Inc | 1,566,523 | $3.70 億 | 0.68% | −73,899−4.5% | 減碼 |
| Naya Capital Management UK Ltd | 1,586,911 | $3.74 億 | 31.71% | −73,815−4.4% | 減碼 |
| Voya Investment Management LLC | 1,610,871 | $3.80 億 | 0.37% | +78,037+5.1% | 加碼 |
| Rhumbline Advisers | 1,635,884 | $3.86 億 | 0.36% | +9,045+0.6% | 加碼 |
| KBC Group NV | 1,752,703 | $4.14 億 | 1.25% | −21,625−1.2% | 減碼 |
| First Manhattan Co | 1,755,554 | $4.14 億 | 1.33% | +471,984+36.8% | 加碼 |
| National Pension Service | 1,774,511 | $4.19 億 | 0.48% | +10,807+0.6% | 加碼 |
| Nordea Investment Management AB | 1,931,720 | $4.61 億 | 0.54% | +4,329+0.2% | 加碼 |
| Wells Fargo & Company | 2,019,964 | $4.77 億 | 0.12% | +98,007+5.1% | 加碼 |
| Generation Investment Management LLP | 2,065,565 | $4.87 億 | 2.35% | −3,050,435−59.6% | 減碼 |
| California Public Employees Retirement System | 2,273,057 | $5.36 億 | 0.39% | −12,284−0.5% | 減碼 |
| Alliancebernstein L.P. | 2,279,200 | $5.38 億 | 0.19% | +226,562+11.0% | 加碼 |
| Boston Partners | 2,408,083 | $5.68 億 | 0.71% | −12,438−0.5% | 減碼 |
| First Trust Advisors LP | 2,424,829 | $5.72 億 | 0.58% | −103,505−4.1% | 減碼 |
| Swiss National Bank | 2,460,100 | $5.81 億 | 0.40% | −28,700−1.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,520,224 | $5.95 億 | 0.65% | −299,288−10.6% | 減碼 |
| Impax Asset Management Group plc | 2,572,750 | $6.06 億 | 2.47% | −143,071−5.3% | 減碼 |
| Rafferty Asset Management, LLC | 2,575,485 | $6.08 億 | 2.26% | +601,095+30.4% | 加碼 |
| Allianz Asset Management GmbH | 2,726,619 | $6.43 億 | 1.04% | −39,359−1.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,773,882 | $6.55 億 | 0.48% | −81,886−2.9% | 減碼 |
| Janus Henderson Group PLC | 2,778,980 | $6.56 億 | 0.35% | +524,028+23.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,790,597 | $6.59 億 | 0.71% | −9,583−0.3% | 減碼 |
| Royal Bank of Canada | 2,817,542 | $6.65 億 | 0.16% | −52,558−1.8% | 減碼 |
| Primecap Management Co | 2,855,183 | $6.74 億 | 0.49% | −153,900−5.1% | 減碼 |
| Dimensional Fund Advisors LP | 3,016,945 | $7.12 億 | 0.19% | −883,647−22.7% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,084,510 | $7.28 億 | 4.95% | +33,328+1.1% | 加碼 |
| HSBC Holdings PLC | 3,236,930 | $7.65 億 | 0.49% | +661,470+25.7% | 加碼 |
| Fisher Asset Management, LLC | 3,242,049 | $7.65 億 | 0.33% | −6,363−0.2% | 減碼 |
| Cantillon Capital Management LLC | 3,242,570 | $7.65 億 | 5.12% | −164,780−4.8% | 減碼 |
| Citigroup Inc | 3,400,607 | $8.03 億 | 0.77% | +913,954+36.8% | 加碼 |
| UBS Group AG | 3,684,435 | $8.69 億 | 0.27% | −221,071−5.7% | 減碼 |
| Massachusetts Financial Services Co | 3,839,715 | $9.06 億 | 0.28% | +59,910+1.6% | 加碼 |
| Swedbank AB | 4,135,739 | $9.76 億 | 1.30% | +384,534+10.3% | 加碼 |
| Davis Selected Advisers | 4,185,924 | $9.88 億 | 5.74% | −474,933−10.2% | 減碼 |
| Parnassus Investments | 4,269,816 | $10.1 億 | 2.19% | −159,663−3.6% | 減碼 |
| JPMorgan Chase & Co | 4,275,182 | $10.1 億 | 0.09% | +863,497+25.3% | 加碼 |
| Pictet Asset Management Holding SA | 4,425,242 | $10.4 億 | 1.20% | −436,509−9.0% | 減碼 |
| Barclays PLC | 4,504,385 | $10.6 億 | 0.49% | +395,959+9.6% | 加碼 |
| Charles Schwab Investment Management Inc | 4,634,427 | $10.9 億 | 0.21% | +95,170+2.1% | 加碼 |
| Franklin Resources Inc | 5,020,592 | $11.8 億 | 0.36% | +279,643+5.9% | 加碼 |
| Lazard Asset Management LLC | 5,046,819 | $11.9 億 | 1.49% | −142,383−2.7% | 減碼 |
| Van Eck Associates Corp | 5,061,739 | $11.9 億 | 1.70% | +438,691+9.5% | 加碼 |
| American Century Companies Inc | 5,084,186 | $12.0 億 | 0.73% | +81,151+1.6% | 加碼 |
| Amundi | 5,050,750 | $12.3 億 | 0.47% | −178,578−3.4% | 減碼 |
| Deutsche Bank AG | 5,424,266 | $12.8 億 | 0.58% | −886,976−14.1% | 減碼 |
| Legal & General Group Plc | 5,973,366 | $14.1 億 | 0.40% | −192,874−3.1% | 減碼 |
| Invesco Ltd. | 8,244,597 | $19.5 億 | 0.41% | +1,144,527+16.1% | 加碼 |
| Ameriprise Financial Inc | 8,433,016 | $19.9 億 | 0.54% | −849,748−9.2% | 減碼 |
| UBS Asset Management Americas Inc | 8,543,488 | $20.2 億 | 0.58% | +1,953,666+29.6% | 加碼 |
| Nuveen Asset Management, LLC | 8,673,605 | $20.5 億 | 0.60% | −31,233−0.4% | 減碼 |
| Bank of America Corp | 8,871,799 | $20.9 億 | 0.20% | +1,290,950+17.0% | 加碼 |
| Northern Trust Corp | 8,918,435 | $21.0 億 | 0.35% | −66,752−0.7% | 減碼 |
| Goldman Sachs Group Inc | 9,339,585 | $22.0 億 | 0.43% | +727,219+8.4% | 加碼 |
| Bank of New York Mellon Corp | 9,821,047 | $23.2 億 | 0.44% | −1,439,583−12.8% | 減碼 |
| Morgan Stanley | 10,374,260 | $24.5 億 | 0.19% | +228,509+2.3% | 加碼 |
| Norges Bank | 10,729,450 | $25.3 億 | 0.38% | +1,042,220+10.8% | 加碼 |
| Price T Rowe Associates Inc | 10,978,640 | $25.9 億 | 0.31% | −239,689−2.1% | 減碼 |
| FMR LLC | 15,554,990 | $36.7 億 | 0.23% | +3,785,046+32.2% | 加碼 |
| Capital World Investors | 17,921,119 | $42.3 億 | 0.69% | +249,446+1.4% | 加碼 |
| Geode Capital Management, LLC | 19,454,507 | $45.8 億 | 0.40% | +796,541+4.3% | 加碼 |
| Capital International Investors | 22,829,680 | $53.9 億 | 1.11% | +944,713+4.3% | 加碼 |
| State Street Corp | 38,135,499 | $90.0 億 | 0.39% | +27,906+0.1% | 加碼 |
| Vanguard Group Inc | 76,121,758 | $179.6 億 | 0.35% | +1,113,136+1.5% | 加碼 |
| BlackRock Inc. | 79,110,266 | $186.7 億 | 0.42% | +4,456,509+6.0% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −654,648−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −618,179−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −537,338−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −350,543−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −305,094−100.0% | 清倉 |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −269,000−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −251,128−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −221,139−100.0% | 清倉 |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −218,874−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −172,009−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −155,799−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −150,920−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −143,045−100.0% | 清倉 |