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 3,519 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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 74,274 | $1,753 萬 | 0.24% | +25,133+51.1% | 加碼 |
| Tiaa Trust, National Association | 73,446 | $1,733 萬 | 0.05% | +21,073+40.2% | 加碼 |
| Girard Partners Ltd. | 72,995 | $1,723 萬 | 1.63% | −4,921−6.3% | 減碼 |
| Hamilton Capital Partners Inc. | 72,877 | $1,720 萬 | 1.84% | +7,664+11.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 71,377 | $1,684 萬 | 0.33% | +200+0.3% | 加碼 |
| Isthmus Partners, LLC | 71,255 | $1,682 萬 | 1.98% | −6,153−7.9% | 減碼 |
| NEOS Investment Management LLC | 70,814 | $1,671 萬 | 0.69% | +21,914+44.8% | 加碼 |
| Maple Capital Management, Inc. | 70,810 | $1,671 萬 | 1.36% | −4,106−5.5% | 減碼 |
| Telemark Asset Management, LLC | 70,000 | $1,652 萬 | 1.49% | −30,000−30.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,652 萬 | 0.35% | 00.0% | 不變 |
| D.A. Davidson & Co. | 69,976 | $1,651 萬 | 0.15% | −2,177−3.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 69,260 | $1,634 萬 | 1.09% | −437−0.6% | 減碼 |
| Capital Investment Counsel, Inc | 69,200 | $1,633 萬 | 2.46% | +5,800+9.1% | 加碼 |
| Brown Advisory Inc | 69,081 | $1,630 萬 | 0.02% | −4,960−6.7% | 減碼 |
| RMB Capital Management, LLC | 69,045 | $1,629 萬 | 0.39% | −29,384−29.9% | 減碼 |
| Montag A & Associates Inc | 68,947 | $1,627 萬 | 0.82% | +2,844+4.3% | 加碼 |
| Hosking Partners LLP | 68,720 | $1,622 萬 | 0.60% | +3,413+5.2% | 加碼 |
| Arvest Trust Co N A | 68,364 | $1,613 萬 | 0.96% | +66,055+2,860.8% | 加碼 |
| Nepsis, Inc. | 68,249 | $1,611 萬 | 4.34% | +20,251+42.2% | 加碼 |
| Holderness Investments Co | 68,177 | $1,609 萬 | 3.80% | +105+0.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 67,859 | $1,601 萬 | 0.40% | −4,000−5.6% | 減碼 |
| Churchill Management Corp | 67,318 | $1,589 萬 | 0.19% | −1,773−2.6% | 減碼 |
| Hollencrest Capital Management | 66,703 | $1,574 萬 | 0.69% | +100+0.2% | 加碼 |
| Burney Co | 65,802 | $1,553 萬 | 0.59% | −6,883−9.5% | 減碼 |
| Roanoke Asset Management Corp | 65,255 | $1,540 萬 | 5.08% | −4,900−7.0% | 減碼 |
| Maryland State Retirement & Pension System | 64,854 | $1,530 萬 | 0.28% | −554−0.8% | 減碼 |
| Jacobs & Co | 64,841 | $1,530 萬 | 1.60% | −3,559−5.2% | 減碼 |
| Bard Financial Services, Inc. | 64,680 | $1,526 萬 | 1.58% | −800−1.2% | 減碼 |
| Vident Advisory, LLC | 64,323 | $1,518 萬 | 0.42% | +1,622+2.6% | 加碼 |
| Hoylecohen, LLC | 64,302 | $1,517 萬 | 1.15% | −5,382−7.7% | 減碼 |
| Mizuho Securities USA LLC | 64,067 | $1,512 萬 | 0.33% | +64,067 | 新進 |
| Congress Wealth Management LLC | 63,840 | $1,507 萬 | 0.24% | +28,825+82.3% | 加碼 |
| Trexquant Investment LP | 63,497 | $1,498 萬 | 0.23% | +15,466+32.2% | 加碼 |
| Gateway Investment Advisers LLC | 63,303 | $1,494 萬 | 0.17% | −1,640−2.5% | 減碼 |
| TD Waterhouse Canada Inc. | 62,803 | $1,493 萬 | 0.13% | +5,072+8.8% | 加碼 |
| Antipodes Partners Ltd | 63,250 | $1,493 萬 | 0.54% | −202,671−76.2% | 減碼 |
| F&V Capital Management, LLC | 63,190 | $1,491 萬 | 4.35% | +1,380+2.2% | 加碼 |
| Payden & Rygel Investment Group | 62,810 | $1,482 萬 | 1.20% | −7,400−10.5% | 減碼 |
| Payden & Rygel | 62,810 | $1,482 萬 | 1.20% | −7,400−10.5% | 減碼 |
| Kentucky Retirement Systems | 62,613 | $1,478 萬 | 0.43% | −576−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 62,414 | $1,473 萬 | 0.08% | +4,948+8.6% | 加碼 |
| First Citizens Bank & Trust Co | 61,700 | $1,456 萬 | 0.27% | +1,568+2.6% | 加碼 |
| General American Investors Co Inc | 61,652 | $1,455 萬 | 1.04% | 00.0% | 不變 |
| Rathbone Brothers plc | 61,346 | $1,448 萬 | 0.08% | +28,835+88.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 61,312 | $1,447 萬 | 0.28% | −129,161−67.8% | 減碼 |
| Rakuten Investment Management, Inc. | 61,997 | $1,442 萬 | 0.09% | +21,774+54.1% | 加碼 |
| Quantinno Capital Management LP | 60,914 | $1,438 萬 | 0.26% | +14,403+31.0% | 加碼 |
| Anchor Capital Advisors LLC | 60,792 | $1,435 萬 | 0.40% | +2,448+4.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 60,383 | $1,425 萬 | 0.15% | +4,051+7.2% | 加碼 |
| EP Wealth Advisors, LLC | 58,852 | $1,389 萬 | 0.15% | +8,584+17.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 58,556 | $1,382 萬 | 0.20% | −3,434−5.5% | 減碼 |
| Hilton Capital Management, LLC | 58,475 | $1,380 萬 | 1.16% | −19,727−25.2% | 減碼 |
| Captrust Financial Advisors | 58,457 | $1,380 萬 | 0.04% | +5,342+10.1% | 加碼 |
| Brinker Capital Investments, LLC | 57,920 | $1,367 萬 | 0.14% | +537+0.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 57,920 | $1,367 萬 | 0.14% | +537+0.9% | 加碼 |
| Oppenheimer & Co Inc | 57,903 | $1,366 萬 | 0.22% | −1,258−2.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 57,660 | $1,361 萬 | 2.26% | −304−0.5% | 減碼 |
| Evercore Wealth Management, LLC | 57,284 | $1,352 萬 | 0.21% | −4,790−7.7% | 減碼 |
| AMF Pensionsforsakring AB | 56,478 | $1,333 萬 | 0.10% | +56,478 | 新進 |
| Martingale Asset Management L P | 56,491 | $1,333 萬 | 0.29% | +47,986+564.2% | 加碼 |
| Larson Financial Group LLC | 56,319 | $1,329 萬 | 0.91% | +227+0.4% | 加碼 |
| Empowered Funds, LLC | 56,294 | $1,328 萬 | 0.23% | −8,571−13.2% | 減碼 |
| Pallas Capital Advisors LLC | 60,908 | $1,326 萬 | 0.60% | +1,890+3.2% | 加碼 |
| DuPont Capital Management Corp | 56,046 | $1,323 萬 | 1.15% | −14,313−20.3% | 減碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $1,322 萬 | 3.51% | −37,800−40.3% | 減碼 |
| Colonial Trust Advisors | 55,245 | $1,304 萬 | 1.25% | −178−0.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 55,037 | $1,299 萬 | 0.39% | +1,590+3.0% | 加碼 |
| Squarepoint Ops LLC | 54,828 | $1,294 萬 | 0.05% | −74,055−57.5% | 減碼 |
| SFMG, LLC | 54,748 | $1,292 萬 | 1.12% | −653−1.2% | 減碼 |
| Kames Capital plc | 54,591 | $1,288 萬 | 0.18% | +54,591 | 新進 |
| Buckingham Capital Management, Inc. | 54,180 | $1,279 萬 | 1.53% | −4,371−7.5% | 減碼 |
| Sycomore Asset Management | 54,505 | $1,265 萬 | 2.23% | −8,963−14.1% | 減碼 |
| Hartford Investment Management Co | 53,229 | $1,256 萬 | 0.43% | −554−1.0% | 減碼 |
| Greenwich Wealth Management LLC | 53,142 | $1,254 萬 | 0.92% | −31−0.1% | 減碼 |
| Banque Pictet & Cie SA | 53,220 | $1,251 萬 | 0.13% | +4,859+10.0% | 加碼 |
| Global X Japan Co., Ltd. | 52,651 | $1,243 萬 | 1.76% | +29,537+127.8% | 加碼 |
| William Allan, LLC | 52,626 | $1,242 萬 | 8.31% | −2,025−3.7% | 減碼 |
| Glassy Mountain Advisors, Inc. | 52,567 | $1,241 萬 | 4.60% | −515−1.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 52,481 | $1,239 萬 | 0.18% | −1,246−2.3% | 減碼 |
| Westpac Banking Corp | 51,625 | $1,218 萬 | 0.97% | −1,288−2.4% | 減碼 |
| Engine No. 1 LLC | 51,231 | $1,209 萬 | 12.69% | 00.0% | 不變 |
| Torray LLC | 51,084 | $1,206 萬 | 1.80% | −8,041−13.6% | 減碼 |
| Two Sigma Advisers, LP | 50,600 | $1,194 萬 | 0.03% | −3,700−6.8% | 減碼 |
| La Banque Postale Asset Management SA | 50,431 | $1,190 萬 | 0.49% | −15,814−23.9% | 減碼 |
| Commerce Bank | 49,680 | $1,172 萬 | 0.08% | +1,316+2.7% | 加碼 |
| Sanctuary Advisors, LLC | 57,296 | $1,165 萬 | 0.08% | +57,296 | 新進 |
| Generate Investment Management Ltd | 49,218 | $1,161 萬 | 0.84% | +49,218 | 新進 |
| KCM Investment Advisors LLC | 48,910 | $1,154 萬 | 0.41% | −423−0.9% | 減碼 |
| Compass Wealth Management LLC | 48,815 | $1,152 萬 | 2.84% | −190−0.4% | 減碼 |
| Summit Street Capital Management, LLC | 47,908 | $1,131 萬 | 4.13% | −4,673−8.9% | 減碼 |
| Securian Asset Management, Inc | 47,776 | $1,127 萬 | 0.33% | −1,231−2.5% | 減碼 |
| Ecofi Investissements SA | 50,400 | $1,126 萬 | 6.26% | +50,400 | 新進 |
| Bogart Wealth, LLC | 47,730 | $1,126 萬 | 0.57% | +338+0.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 47,695 | $1,126 萬 | 0.12% | −5,493−10.3% | 減碼 |
| Park Avenue Securities LLC | 47,602 | $1,123 萬 | 0.14% | +6,128+14.8% | 加碼 |
| WoodTrust Financial Corp | 46,216 | $1,091 萬 | 1.70% | −1,185−2.5% | 減碼 |
| Synovus Financial Corp | 46,208 | $1,090 萬 | 0.14% | +3,455+8.1% | 加碼 |
| Banque Cantonale Vaudoise | 45,862 | $1,082 萬 | 0.43% | −17,896−28.1% | 減碼 |
| TownSquare Capital, LLC | 45,768 | $1,080 萬 | 0.15% | +5,043+12.4% | 加碼 |
| Trillium Asset Management, LLC | 45,729 | $1,079 萬 | 0.27% | −1,057−2.3% | 減碼 |