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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 132,890 | $3,136 萬 | 0.14% | +1,162+0.9% | 加碼 |
| Shelton Capital Management | 132,423 | $3,125 萬 | 0.85% | −16,517−11.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 132,319 | $3,123 萬 | 0.39% | +83,334+170.1% | 加碼 |
| FIL Ltd | 130,300 | $3,075 萬 | 0.03% | −108,108−45.3% | 減碼 |
| State of Alaska, Department of Revenue | 130,173 | $3,072 萬 | 0.34% | +13,805+11.9% | 加碼 |
| New York Life Investment Management LLC | 127,251 | $3,003 萬 | 0.30% | +1,045+0.8% | 加碼 |
| Achmea Investment Management B.V. | 126,916 | $2,995 萬 | 0.54% | +268+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 126,749 | $2,991 萬 | 0.09% | −71,749−36.1% | 減碼 |
| Steel Peak Wealth Management LLC | 126,557 | $2,987 萬 | 1.41% | +1,849+1.5% | 加碼 |
| Talbot Financial, LLC | 126,543 | $2,986 萬 | 3.92% | −3,570−2.7% | 減碼 |
| MML Investors Services, LLC | 126,209 | $2,978 萬 | 0.12% | −3,834−2.9% | 減碼 |
| Illinois Municipal Retirement Fund | 126,072 | $2,975 萬 | 0.45% | −13,636−9.8% | 減碼 |
| Capital Group Private Client Services, Inc. | 125,967 | $2,973 萬 | 0.30% | +33,110+35.7% | 加碼 |
| LMCG Investments, LLC | 125,933 | $2,972 萬 | 1.73% | −12,033−8.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 124,317 | $2,934 萬 | 0.59% | −7,654−5.8% | 減碼 |
| Prudential PLC | 124,291 | $2,933 萬 | 0.20% | +23,927+23.8% | 加碼 |
| Boston Common Asset Management, LLC | 124,291 | $2,933 萬 | 0.75% | −29,429−19.1% | 減碼 |
| McGuire Investment Group, LLC | 124,221 | $2,931 萬 | 4.20% | −9,356−7.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 122,826 | $2,899 萬 | 0.22% | −135,002−52.4% | 減碼 |
| Rheos Capital Works Inc. | 122,600 | $2,893 萬 | 1.52% | +50,000+68.9% | 加碼 |
| Advisor Group Holdings, Inc. | 122,313 | $2,888 萬 | 0.07% | −43,117−26.1% | 減碼 |
| Biechele Royce Advisors | 121,650 | $2,871 萬 | 9.69% | −12,444−9.3% | 減碼 |
| Rokos Capital Management LLP | 121,140 | $2,858 萬 | 0.66% | +121,140 | 新進 |
| Hancock Whitney Corp | 119,935 | $2,830 萬 | 0.96% | −30,833−20.5% | 減碼 |
| Wealthfront Advisers LLC | 118,202 | $2,789 萬 | 0.09% | +4,272+3.7% | 加碼 |
| Osterweis Capital Management Inc | 118,084 | $2,787 萬 | 1.44% | −42,014−26.2% | 減碼 |
| Bridgewater Associates, LP | 116,856 | $2,758 萬 | 0.14% | −301,041−72.0% | 減碼 |
| Baker Avenue Asset Management, LP | 115,963 | $2,737 萬 | 0.93% | −7,658−6.2% | 減碼 |
| Wellington Management Group LLP | 115,913 | $2,735 萬 | 0.00% | −45,306−28.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 115,385 | $2,723 萬 | 0.11% | −3,321−2.8% | 減碼 |
| Yousif Capital Management, LLC | 115,157 | $2,718 萬 | 0.31% | −2,899−2.5% | 減碼 |
| First Nebraska Trust Co | 114,318 | $2,698 萬 | 2.78% | −388−0.3% | 減碼 |
| Sienna Gestion | 114,005 | $2,689 萬 | 2.39% | −139−0.1% | 減碼 |
| SG Americas Securities, LLC | 113,737 | $2,684 萬 | 0.17% | −309,529−73.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 113,376 | $2,676 萬 | 0.45% | +42,666+60.3% | 加碼 |
| Louisiana State Employees Retirement System | 112,800 | $2,662 萬 | 0.51% | −700−0.6% | 減碼 |
| Pinnacle Associates Ltd | 112,654 | $2,659 萬 | 0.42% | −2,422−2.1% | 減碼 |
| Keybank National Association | 112,096 | $2,645 萬 | 0.11% | −658−0.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 111,843 | $2,639 萬 | 0.82% | +28,860+34.8% | 加碼 |
| Harvest Portfolios Group Inc. | 111,229 | $2,625 萬 | 1.00% | −5,176−4.4% | 減碼 |
| Cumberland Partners Ltd | 109,231 | $2,578 萬 | 1.87% | −4,059−3.6% | 減碼 |
| Aristotle Atlantic Partners, LLC | 109,043 | $2,573 萬 | 0.83% | −38,338−26.0% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $2,561 萬 | 3.28% | 00.0% | 不變 |
| Verition Fund Management LLC | 106,929 | $2,523 萬 | 0.20% | +48,173+82.0% | 加碼 |
| Annex Advisory Services, LLC | 106,927 | $2,523 萬 | 0.89% | +12,916+13.7% | 加碼 |
| Lountzis Asset Management, LLC | 106,881 | $2,522 萬 | 11.79% | −141−0.1% | 減碼 |
| BancorpSouth Bank | 106,184 | $2,506 萬 | 1.88% | +782+0.7% | 加碼 |
| Mutual of America Capital Management LLC | 104,784 | $2,473 萬 | 0.27% | −4,308−3.9% | 減碼 |
| Financial Counselors Inc | 104,043 | $2,455 萬 | 0.40% | −790−0.8% | 減碼 |
| Ethic Inc. | 103,540 | $2,443 萬 | 0.57% | +3,493+3.5% | 加碼 |
| Aptus Capital Advisors, LLC | 103,327 | $2,438 萬 | 0.46% | +24,231+30.6% | 加碼 |
| Bokf, NA | 103,097 | $2,433 萬 | 0.44% | −715−0.7% | 減碼 |
| Eastern Bank | 102,687 | $2,423 萬 | 0.98% | −139−0.1% | 減碼 |
| First Foundation Advisors | 101,974 | $2,406 萬 | 0.92% | +5,184+5.4% | 加碼 |
| Swiss Life Asset Management Ltd | 101,769 | $2,402 萬 | 0.28% | +19,511+23.7% | 加碼 |
| Managed Asset Portfolios, LLC | 101,321 | $2,391 萬 | 3.54% | −5,177−4.9% | 減碼 |
| Stanley Capital Management, LLC | 99,800 | $2,355 萬 | 4.81% | −17,500−14.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 99,748 | $2,354 萬 | 1.01% | +2,226+2.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 98,395 | $2,322 萬 | 0.08% | +3,592+3.8% | 加碼 |
| Flputnam Investment Management Co | 98,369 | $2,321 萬 | 0.44% | +50,044+103.6% | 加碼 |
| JustInvest LLC | 97,954 | $2,304 萬 | 0.44% | +8,353+9.3% | 加碼 |
| CBOE Vest Financial, LLC | 96,333 | $2,273 萬 | 0.55% | +5,109+5.6% | 加碼 |
| Cooper Creek Partners Management LLC | 95,894 | $2,263 萬 | 0.83% | −2,230−2.3% | 減碼 |
| California First Leasing Corp | 92,836 | $2,191 萬 | 9.80% | −9,164−9.0% | 減碼 |
| LGT Group Foundation | 92,724 | $2,188 萬 | 0.35% | +32,629+54.3% | 加碼 |
| Cullinan Associates Inc | 91,328 | $2,155 萬 | 1.22% | −3,450−3.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,223 | $2,153 萬 | 0.25% | +11,632+14.6% | 加碼 |
| Brown Brothers Harriman & Co | 91,056 | $2,149 萬 | 0.16% | +1,446+1.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 89,676 | $2,116 萬 | 0.22% | +18,017+25.1% | 加碼 |
| Investment Management Corp of Ontario | 89,128 | $2,103 萬 | 0.57% | +5,965+7.2% | 加碼 |
| Foundry Partners, LLC | 88,617 | $2,091 萬 | 1.12% | −12,671−12.5% | 減碼 |
| Carmel Capital Management L.L.C. | 88,250 | $2,083 萬 | 8.11% | −520−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 87,896 | $2,074 萬 | 0.11% | +7,239+9.0% | 加碼 |
| Mission Wealth Management, LP | 87,477 | $2,064 萬 | 0.56% | −7,206−7.6% | 減碼 |
| Capital International Inc | 87,443 | $2,064 萬 | 0.27% | −976−1.1% | 減碼 |
| CCM Investment Advisers LLC | 85,777 | $2,024 萬 | 2.38% | +84+0.1% | 加碼 |
| Optiver Holding B.V. | 85,718 | $2,023 萬 | 0.39% | +80,780+1,635.9% | 加碼 |
| Gotham Asset Management, LLC | 83,665 | $1,974 萬 | 0.26% | −14,005−14.3% | 減碼 |
| Omers Administration Corp | 83,480 | $1,970 萬 | 0.19% | +47,448+131.7% | 加碼 |
| J. Goldman & Co LP | 83,098 | $1,961 萬 | 0.73% | +83,098 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 83,015 | $1,959 萬 | 0.48% | +82,954+135,990.2% | 加碼 |
| Citizens Financial Group Inc | 82,897 | $1,956 萬 | 0.43% | +1,096+1.3% | 加碼 |
| Sawgrass Asset Management LLC | 82,729 | $1,952 萬 | 2.12% | +42,591+106.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 82,725 | $1,952 萬 | 0.49% | +1,093+1.3% | 加碼 |
| Ieq Capital, LLC | 82,192 | $1,940 萬 | 0.26% | +4,588+5.9% | 加碼 |
| Blair William & Co | 81,088 | $1,914 萬 | 0.06% | +1,977+2.5% | 加碼 |
| Raymond James Trust N.A. | 80,454 | $1,899 萬 | 0.45% | +1,178+1.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 79,762 | $1,882 萬 | 0.46% | −13,843−14.8% | 減碼 |
| LVM Capital Management Ltd | 79,328 | $1,872 萬 | 2.13% | +78+0.1% | 加碼 |
| Leuthold Group, LLC | 77,714 | $1,834 萬 | 2.12% | −14,927−16.1% | 減碼 |
| Savoie Capital LLC | 77,295 | $1,824 萬 | 2.36% | 00.0% | 不變 |
| Engineers Gate Manager LP | 77,163 | $1,821 萬 | 0.41% | +19,833+34.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 112,024 | $1,816 萬 | 1.34% | −2,027−1.8% | 減碼 |
| SpiderRock Advisors, LLC | 76,562 | $1,807 萬 | 0.48% | −1,299−1.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 76,318 | $1,801 萬 | 0.42% | −2,627−3.3% | 減碼 |
| MBB Public Markets I LLC | 76,121 | $1,796 萬 | 0.37% | +53,606+238.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 97,740 | $1,792 萬 | 3.47% | −245−0.3% | 減碼 |
| Callahan Advisors, LLC | 75,630 | $1,785 萬 | 1.86% | −8,721−10.3% | 減碼 |
| Grimes & Company, Inc. | 75,514 | $1,782 萬 | 0.53% | −22,198−22.7% | 減碼 |
| Phoenix Holdings Ltd. | 75,816 | $1,778 萬 | 0.27% | +12,737+20.2% | 加碼 |