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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 889,589 | $2.09 億 | 0.34% | −160,121−15.3% | 減碼 |
| Great West Life Assurance Co | 881,651 | $2.08 億 | 0.39% | +37,147+4.4% | 加碼 |
| Korea Investment CORP | 853,781 | $2.01 億 | 0.51% | +165,112+24.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 845,003 | $1.99 億 | 0.39% | −152,134−15.3% | 減碼 |
| Raymond James & Associates | 838,364 | $1.98 億 | 0.13% | +9,687+1.2% | 加碼 |
| Natixis Advisors, L.P. | 832,362 | $1.96 億 | 0.43% | +138,775+20.0% | 加碼 |
| New York State Teachers Retirement System | 794,411 | $1.87 億 | 0.40% | −40,158−4.8% | 減碼 |
| Stifel Financial Corp | 789,225 | $1.86 億 | 0.21% | +5,853+0.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 785,405 | $1.84 億 | 0.33% | −5,625−0.7% | 減碼 |
| Thrivent Financial for Lutherans | 778,771 | $1.84 億 | 0.37% | +48,395+6.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 763,138 | $1.80 億 | 0.43% | −126,354−14.2% | 減碼 |
| Ossiam | 756,495 | $1.79 億 | 3.38% | +316,666+72.0% | 加碼 |
| Storebrand Asset Management AS | 754,120 | $1.78 億 | 0.59% | +45,028+6.4% | 加碼 |
| Citadel Advisors LLC | 729,951 | $1.72 億 | 0.17% | +104,431+16.7% | 加碼 |
| CapitalatWork S.A. | 724,468 | $1.71 億 | 5.74% | −99,712−12.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 690,288 | $1.63 億 | 0.30% | +19,800+3.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 676,556 | $1.60 億 | 0.97% | +50,571+8.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 671,899 | $1.58 億 | 0.38% | +671,899 | 新進 |
| Truist Financial Corp | 669,556 | $1.58 億 | 0.24% | −49,399−6.9% | 減碼 |
| Ci Investments Inc. | 660,097 | $1.56 億 | 0.61% | +156,731+31.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 648,302 | $1.53 億 | 0.33% | +60,420+10.3% | 加碼 |
| EdgePoint Investment Group Inc. | 647,937 | $1.53 億 | 1.29% | −141,826−18.0% | 減碼 |
| Rockefeller Capital Management L.P. | 645,239 | $1.52 億 | 0.43% | +3,830+0.6% | 加碼 |
| US Bancorp | 644,937 | $1.52 億 | 0.21% | −11,835−1.8% | 減碼 |
| Blue Whale Capital LLP | 641,240 | $1.51 億 | 14.43% | +210,740+49.0% | 加碼 |
| Qube Research & Technologies Ltd | 634,796 | $1.50 億 | 0.28% | −712,048−52.9% | 減碼 |
| Schroder Investment Management Group | 614,541 | $1.45 億 | 0.16% | +54,340+9.7% | 加碼 |
| Millennium Management LLC | 613,604 | $1.45 億 | 0.12% | −601,869−49.5% | 減碼 |
| Danske Bank A/S | 608,974 | $1.44 億 | 0.53% | −208,097−25.5% | 減碼 |
| Credit Agricole S A | 608,103 | $1.44 億 | 0.88% | +540,170+795.2% | 加碼 |
| Natixis | 606,023 | $1.43 億 | 0.90% | +10,756+1.8% | 加碼 |
| Fifth Third Bancorp | 602,496 | $1.42 億 | 0.54% | +6,435+1.1% | 加碼 |
| Intermede Investment Partners Ltd | 601,996 | $1.42 億 | 3.00% | −182,496−23.3% | 減碼 |
| Capitolis Liquid Global Markets LLC | 600,000 | $1.42 億 | 1.75% | +510,000+566.7% | 加碼 |
| Glenmede Trust Co NA | 596,152 | $1.41 億 | 0.71% | −42,491−6.7% | 減碼 |
| Polar Capital Holdings Plc | 593,892 | $1.40 億 | 0.83% | +74,560+14.4% | 加碼 |
| Lord, Abbett & Co. LLC | 575,623 | $1.36 億 | 0.44% | −86,573−13.1% | 減碼 |
| Abn Amro Investment Solutions | 575,467 | $1.36 億 | 2.46% | −86,276−13.0% | 減碼 |
| APG Asset Management N.V. | 614,240 | $1.35 億 | 0.24% | −86,549−12.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 570,980 | $1.35 億 | 0.22% | +35,541+6.6% | 加碼 |
| Boston Trust Walden Corp | 567,616 | $1.34 億 | 0.99% | −815−0.1% | 減碼 |
| XN LP | 556,550 | $1.31 億 | 6.28% | +36,059+6.9% | 加碼 |
| National Bank of Canada | 552,185 | $1.31 億 | 0.21% | −210,949−27.6% | 減碼 |
| Abrams Bison Investments, LLC | 540,000 | $1.27 億 | 12.50% | −370,000−40.7% | 減碼 |
| Guggenheim Capital LLC | 535,786 | $1.26 億 | 0.90% | −27,324−4.9% | 減碼 |
| Aviva PLC | 529,542 | $1.25 億 | 0.35% | +99,798+23.2% | 加碼 |
| Argent Capital Management LLC | 526,603 | $1.24 億 | 3.65% | −6,924−1.3% | 減碼 |
| Clark Capital Management Group, Inc. | 520,244 | $1.23 億 | 0.90% | +8,451+1.7% | 加碼 |
| Retirement Systems of Alabama | 519,299 | $1.23 億 | 0.47% | −20,449−3.8% | 減碼 |
| UniSuper Management Pty Ltd | 512,350 | $1.21 億 | 1.00% | +74,915+17.1% | 加碼 |
| LPL Financial LLC | 509,605 | $1.20 億 | 0.06% | +91,048+21.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 516,088 | $1.20 億 | 0.60% | −646,944−55.6% | 減碼 |
| HighTower Advisors, LLC | 506,906 | $1.20 億 | 0.18% | +693+0.1% | 加碼 |
| Erste Asset Management GmbH | 496,900 | $1.16 億 | 1.54% | −60,360−10.8% | 減碼 |
| Zurich Insurance Group Ltd | 477,704 | $1.13 億 | 0.98% | +337+0.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 475,656 | $1.12 億 | 0.36% | −11,973−2.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 475,505 | $1.12 億 | 0.07% | +6,114+1.3% | 加碼 |
| Earnest Partners LLC | 464,295 | $1.10 億 | 0.51% | −3,269−0.7% | 減碼 |
| State of Wisconsin Investment Board | 459,523 | $1.08 億 | 0.29% | −3,130−0.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 458,885 | $1.08 億 | 0.10% | −262,692−36.4% | 減碼 |
| Toronto Dominion Bank | 458,423 | $1.08 億 | 0.17% | −75,410−14.1% | 減碼 |
| Kempen Capital Management N.V. | 439,327 | $1.04 億 | 1.16% | +41,804+10.5% | 加碼 |
| Nissay Asset Management Corp | 419,885 | $9,909 萬 | 0.66% | −118,296−22.0% | 減碼 |
| Treasurer of the State of North Carolina | 419,354 | $9,896 萬 | 0.42% | +17,074+4.2% | 加碼 |
| Munro Partners | 413,128 | $9,749 萬 | 3.61% | +110,025+36.3% | 加碼 |
| SEI Investments Co | 410,705 | $9,692 萬 | 0.14% | +2,222+0.5% | 加碼 |
| Public Employees Retirement System of Ohio | 410,354 | $9,684 萬 | 0.38% | −13,568−3.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 409,134 | $9,656 萬 | 0.10% | −2,325−0.6% | 減碼 |
| CI Private Wealth, LLC | 400,729 | $9,457 萬 | 0.16% | +6,051+1.5% | 加碼 |
| Huntington National Bank | 399,946 | $9,438 萬 | 0.73% | +104,702+35.5% | 加碼 |
| Crestwood Advisors Group LLC | 394,005 | $9,298 萬 | 1.92% | +7,619+2.0% | 加碼 |
| Assenagon Asset Management S.A. | 383,564 | $9,052 萬 | 0.23% | −1,593,350−80.6% | 減碼 |
| Mediolanum International Funds Ltd | 416,775 | $9,047 萬 | 1.48% | −2,687−0.6% | 減碼 |
| Bristol Gate Capital Partners Inc. | 382,055 | $9,016 萬 | 4.47% | −114,511−23.1% | 減碼 |
| Bank of Nova Scotia | 379,510 | $8,956 萬 | 0.18% | +10,297+2.8% | 加碼 |
| QRG Capital Management, Inc. | 379,167 | $8,948 萬 | 1.06% | +9,775+2.6% | 加碼 |
| Whittier Trust Co | 372,532 | $8,791 萬 | 1.25% | −14,386−3.7% | 減碼 |
| Susquehanna International Group, LLP | 371,979 | $8,778 萬 | 0.15% | −31,233−7.7% | 減碼 |
| ING Groep NV | 359,986 | $8,495 萬 | 0.50% | +145,791+68.1% | 加碼 |
| Asset Management One Co.,Ltd. | 351,535 | $8,296 萬 | 0.32% | −10,658−2.9% | 減碼 |
| Teacher Retirement System of Texas | 350,880 | $8,280 萬 | 0.47% | +89,027+34.0% | 加碼 |
| Capital Advisors Inc | 344,942 | $8,140 萬 | 1.68% | +9,724+2.9% | 加碼 |
| Commonwealth Equity Services, LLC | 338,710 | $7,993 萬 | 0.13% | +14,772+4.6% | 加碼 |
| Tocqueville Asset Management L.P. | 337,729 | $7,970 萬 | 1.32% | −29,273−8.0% | 減碼 |
| Mariner, LLC | 334,630 | $7,896 萬 | 0.15% | −5,123−1.5% | 減碼 |
| M&T Bank Corp | 334,234 | $7,888 萬 | 0.27% | +1,462+0.4% | 加碼 |
| Jane Street Group, LLC | 333,806 | $7,877 萬 | 0.09% | −109,492−24.7% | 減碼 |
| Handelsbanken Fonder AB | 328,845 | $7,760 萬 | 0.34% | −7,083−2.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 328,562 | $7,754 萬 | 0.56% | −7,500−2.2% | 減碼 |
| ABN AMRO Bank N.V. | 318,896 | $7,598 萬 | 1.15% | −12,800−3.9% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $7,555 萬 | 2.88% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 319,075 | $7,530 萬 | 0.28% | +654+0.2% | 加碼 |
| Lazard Freres Gestion S.A.S. | 331,538 | $7,508 萬 | 1.73% | −8,291−2.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 316,868 | $7,478 萬 | 1.22% | +22,048+7.5% | 加碼 |
| Jupiter Asset Management Ltd | 310,448 | $7,326 萬 | 0.69% | +66,184+27.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 306,794 | $7,240 萬 | 0.32% | −173,039−36.1% | 減碼 |
| Capital Research Global Investors | 300,000 | $7,080 萬 | 0.02% | +300,000 | 新進 |
| Nisa Investment Advisors, LLC | 299,246 | $7,062 萬 | 0.44% | +12,129+4.2% | 加碼 |
| STRS Ohio | 297,051 | $7,010 萬 | 0.28% | −14,560−4.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 292,006 | $6,879 萬 | 0.41% | −16,779−5.4% | 減碼 |