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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 3 季與 2024 年第 2 季比較

持有 Applied Materials Inc 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

AMAT 的 13F 持有人:2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數2,286302,216−40
股數6.62 億7,974 萬6.56 億+7,382 萬 (+12.7%)
市值$1,563 億$188.2 億$1,324 億−$50.5 億 (−3.7%)

30 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(153 家)

2024 年第 3 季季末持有 Applied Materials Inc、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 153 家。

2024 年第 3 季新進 AMAT 的機構
機構股數市值佔組合 %
BlackRock, Inc.78,388,283$158.4 億0.33%
Zacks Investment Management417,349$8,433 萬0.73%
Findlay Park Partners LLP409,600$8,276 萬0.78%
Distillate Capital Partners LLC285,846$5,776 萬2.89%
HRT Financial LP242,814$4,906 萬0.24%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.200,180$4,045 萬5.61%
B. Metzler seel. Sohn & Co. Holding AG185,481$3,748 萬0.37%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund183,672$3,711 萬0.38%
Worldquant Millennium Advisors LLC159,691$3,227 萬0.24%
Nan Shan Life Insurance Co., Ltd.133,191$2,691 萬0.63%
Migdal Insurance & Financial Holdings Ltd.120,000$2,425 萬0.39%
Oddo BHF Asset Management SAS100,259$2,026 萬1.01%
Arvest Bank Trust Division66,781$1,349 萬0.78%
Sterling Capital Management LLC52,297$1,057 萬0.14%
Bornite Capital Management LP50,000$1,010 萬1.79%
Shell Asset Management Co44,768$904.5 萬0.40%
Taylor Hoffman Capital Management LLC44,981$816.8 萬3.13%
Centiva Capital, LP35,716$721.6 萬0.33%
Quantitative Investment Management, LLC32,784$662.4 萬0.65%
Howard Capital Management Inc.26,630$538.1 萬0.09%
Pflug Koory, LLC22,867$462.0 萬2.27%
ExodusPoint Capital Management, LP22,371$452.0 萬0.05%
CoreCap Advisors, LLC21,876$442.0 萬0.21%
Mitchell Capital Management Co20,205$408.2 萬0.71%
Interval Partners, LP17,481$353.2 萬0.10%
Brevan Howard Capital Management LP16,609$335.6 萬0.16%
Meridian Wealth Management, LLC16,145$326.2 萬0.16%
Whitford Management LLC15,966$322.6 萬1.83%
Peak Financial Advisors LLC15,827$319.8 萬1.64%
CenterBook Partners LP14,522$293.4 萬0.18%
CWA Asset Management Group, LLC13,491$272.6 萬0.14%
Milestones Administradora de Recursos Ltda.12,950$261.7 萬1.04%
VCI Wealth Management LLC12,028$243.0 萬1.08%
Krilogy Financial LLC11,604$234.5 萬0.16%
Denali Advisors LLC11,303$228.4 萬0.25%
LMR Partners LLP11,220$226.7 萬0.05%
Sowell Financial Services LLC10,650$215.2 萬0.10%
Portfolio Design Labs, LLC10,313$208.4 萬0.58%
XTX Topco Ltd9,926$200.6 萬0.15%
Moore Capital Management, LP8,722$176.2 萬0.05%
Laurion Capital Management LP8,689$175.6 萬0.11%
Reuter James Wealth Management, LLC8,314$168.0 萬0.31%
Vision Capital Management, Inc.8,198$165.6 萬0.23%
Magnetar Financial LLC7,608$153.7 萬0.03%
44 Wealth Management LLC8,097$147.9 萬0.52%
Quartz Partners, LLC6,886$139.1 萬0.87%
Milestone Asset Management, LLC6,248$126.2 萬0.28%
Executive Wealth Management, LLC6,054$122.3 萬0.10%
FCG Investment Co5,415$109.4 萬0.72%
Entropy Technologies, LP4,700$95.0 萬0.10%
S.E.E.D. Planning Group LLC4,677$94.5 萬0.31%
Vinland Capital Management Gestora de Recursos LTDA.4,145$83.7 萬3.19%
Ironvine Capital Partners, LLC3,932$79.4 萬0.09%
RiverPark Advisors, LLC3,931$79.4 萬0.65%
Blueshift Asset Management, LLC3,920$79.2 萬0.20%
Main Management ETF Advisors, LLC3,880$78.4 萬0.04%
Cantor Fitzgerald Investment Adviser L.P.3,864$78.1 萬0.05%
SGL Investment Advisors, Inc.4,079$75.9 萬0.39%
Financial Sense Advisors, Inc.3,694$74.6 萬0.21%
BlueSpruce Investments, LP3,682$74.4 萬0.01%
Intellectus Partners, LLC3,650$73.7 萬0.19%
Jordan Park Group LLC3,500$70.7 萬0.05%
Bulltick Wealth Management, LLC3,500$70.7 萬0.18%
Guardian Investment Management3,250$65.7 萬0.57%
First National Bank of Hutchinson3,215$65.0 萬0.42%
CFS Investment Advisory Services, LLC3,183$64.3 萬0.05%
BHK Investment Advisors, LLC2,967$59.9 萬0.22%
Princeton Global Asset Management LLC2,962$59.8 萬0.12%
NTV Asset Management LLC2,950$59.6 萬0.08%
Kestra Investment Management, LLC2,925$59.1 萬0.03%
Cercano Management LLC2,896$58.5 萬0.01%
Riverpark Capital Management LLC2,860$57.8 萬1.05%
Black Swift Group, LLC2,500$50.5 萬0.11%
ICONIQ Capital, LLC2,294$46.4 萬0.01%
Mindset Wealth Management, LLC2,196$44.4 萬0.18%
Kesler, Norman & Wride, LLC2,177$44.0 萬0.09%
Winton Group Ltd2,166$43.8 萬0.03%
F/M Investments LLC2,135$43.7 萬0.01%
Diversified Enterprises, LLC2,058$41.6 萬0.05%
BCJ Capital Management, LLC2,035$41.1 萬0.03%
Evoke Wealth, LLC2,027$40.9 萬0.01%
B.O.S.S. Retirement Advisors, LLC1,981$40.0 萬0.08%
Camden National Bank1,978$40.0 萬0.06%
Uhlmann Price Securities, LLC1,952$39.4 萬0.31%
Soundwatch Capital LLC1,932$39.0 萬0.06%
Ariadne Wealth Management, LP2,001$38.8 萬0.21%
Darwin Advisors, LLC1,856$37.5 萬0.10%
Brophy Wealth Management, LLC1,853$37.4 萬0.13%
Heritage Oak Wealth Advisors LLC1,791$36.2 萬0.17%
Kapitalo Investimentos Ltda1,706$34.5 萬0.08%
Sierra Capital LLC1,664$33.6 萬0.04%
Mainstream Capital Management LLC1,648$33.3 萬0.28%
EdgeRock Capital LLC1,644$33.2 萬0.23%
Crescent Grove Advisors, LLC1,611$32.6 萬0.03%
B&L Asset Management LLC1,600$32.3 萬0.20%
Connor, Clark & Lunn Investment Management Ltd.1,578$31.9 萬0.00%
Cornell Pochily Investment Advisors, Inc.1,492$30.2 萬0.10%
Modus Advisors, LLC1,462$29.5 萬0.10%
Vicus Capital1,435$29.0 萬0.03%
Argent Financial Group, Inc.1,369$27.7 萬0.03%

清倉機構(193 家)

2024 年第 2 季季末持有 Applied Materials Inc、2024 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 193 家。

2024 年第 3 季清倉 AMAT 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Polar Capital Holdings Plc593,892$1.40 億
Lord, Abbett & Co. LLC575,623$1.36 億
Public Employees Retirement System of Ohio410,354$9,684 萬
BI Asset Management Fondsmaeglerselskab A/S316,868$7,478 萬
Woodline Partners LP219,713$5,185 萬
Svenska Handelsbanken AB (publ)170,000$4,053 萬
Twinbeech Capital LP166,489$3,929 萬
Rokos Capital Management LLP121,140$2,858 萬
Antipodes Partners Ltd63,250$1,493 萬
Hilton Capital Management, LLC58,475$1,380 萬
Engine No. 1 LLC51,231$1,209 萬
Sanctuary Advisors, LLC57,296$1,165 萬
United Capital Management of KS, Inc.39,952$942.8 萬
Sandler Capital Management34,480$813.7 萬
Strategic Financial Concepts, LLC34,679$725.6 萬
3G Capital Partners LP30,000$708.0 萬
Mirae Asset Securities (USA) Inc.29,615$698.9 萬
Temasek Holdings (Private) Ltd25,565$603.3 萬
Sphera Funds Management Ltd.24,604$580.6 萬
Eisler Capital (US) LLC24,061$567.8 萬
Headlands Technologies LLC23,175$546.9 萬
Alpine Global Management, LLC23,171$546.8 萬
TrimTabs Asset Management, LLC18,839$444.6 萬
Cardiff Park Advisors, LLC15,305$361.2 萬
Boston Private Wealth LLC14,182$334.7 萬
L & S Advisors Inc13,005$306.9 萬
Cinctive Capital Management LP12,322$290.8 萬
Camarda Financial Advisors, LLC11,660$275.2 萬
Donoghue Forlines LLC10,972$258.9 萬
Family Management Corp10,740$253.5 萬
Connective Portfolio Management, LLC10,430$246.1 萬
Coastal Investment Advisors, Inc.10,148$239.5 萬
Deane Retirement Strategies, Inc.10,000$236.7 萬
Alight Capital Management LP10,000$236.0 萬
KP Management LLC10,000$236.0 萬
Insight Holdings Group, LLC9,600$226.6 萬
HHLR Advisors, Ltd.大師高瓴 HHLR9,074$214.1 萬
Retireful, LLC8,995$212.3 萬
Williamson Legacy Group, LLC8,423$198.8 萬
Privium Fund Management (UK) Ltd7,880$189.8 萬
Chase Investment Counsel Corp7,263$171.3 萬
Sax Wealth Advisors, LLC7,209$170.1 萬
Tybourne Capital Management (HK) Ltd6,890$162.6 萬
FORA Capital, LLC6,848$161.6 萬
Chartwell Investment Partners, LLC6,500$153.4 萬
FNY Investment Advisers, LLC6,300$148.6 萬
Virtu Financial LLC5,679$134.0 萬
USA Financial Portformulas Corp5,566$131.4 萬
Lifestyle Asset Management, Inc.5,540$130.7 萬
National Wealth Management Group, LLC4,830$114.0 萬
TRUE Private Wealth Advisors4,777$112.7 萬
Element Capital Management LLC4,615$108.9 萬
Maverick Capital Ltd大師Maverick 資本4,458$105.2 萬
SYSTM Wealth Solutions LLC4,450$105.0 萬
Consilium Wealth Advisory, LLC4,419$104.3 萬
CORDA Investment Management, LLC.4,369$103.1 萬
Capital Markets Trading UK LLP4,173$98.5 萬
ISAM Funds (UK) Ltd4,164$98.3 萬
IFG Advisory, LLC3,771$89.0 萬
Symmetry Partners, LLC3,754$88.6 萬
Verdad Advisers, LP3,747$88.4 萬
Caldwell Investment Management Ltd.3,700$87.2 萬
Campbell & CO Investment Adviser LLC3,657$86.3 萬
Perissos Private Wealth Management, LLC3,578$84.4 萬
Algebris (UK) Ltd3,741$82.4 萬
Crewe Advisors LLC3,214$75.8 萬
S. R. Schill & Associates3,107$73.3 萬
Rockland Trust Co2,892$68.2 萬
Ibex Wealth Advisors2,882$68.0 萬
Sherbrooke Park Advisers LLC2,873$67.8 萬
Herold Advisors, Inc.2,816$66.5 萬
J. Stern & Co. LLP2,800$66.1 萬
Edgestream Partners, L.P.2,784$65.7 萬
Allstate Corp2,732$64.5 萬
Joel Isaacson & Co., LLC2,656$62.7 萬
M Holdings Securities, Inc.2,515$59.4 萬
Pinkerton Retirement Specialists, LLC2,514$59.3 萬
Newbridge Financial Services Group, Inc.2,330$55.0 萬
Empirical Asset Management, LLC8,034$54.2 萬
Win Advisors, Inc2,284$53.9 萬
Ambassador Advisors, LLC2,138$50.5 萬
HBW Advisory Services LLC2,126$50.2 萬
Gladius Capital Management LP2,007$47.4 萬
Private Advisory Group LLC1,837$43.4 萬
TCWP LLC1,728$40.8 萬
Oxford Financial Group Ltd1,663$39.2 萬
Corton Capital Inc.1,636$38.6 萬
West Tower Group, LLC1,600$37.8 萬
D.B. Root & Company, LLC1,538$36.3 萬
Range Financial Group LLC1,504$35.5 萬
Wallace Hart LLC1,466$34.6 萬
LifePro Asset Management1,426$33.6 萬
Wayfinding Financial, LLC1,424$33.6 萬
Quadrant Private Wealth Management, LLC1,392$32.8 萬
Waterloo Capital, L.P.1,347$31.8 萬
New Republic Capital, LLC1,312$31.0 萬
Tradewinds, LLC.1,294$30.5 萬
Bramshill Investments, LLC1,225$28.9 萬
Private Capital Management LLC1,206$28.5 萬
Monarch Capital Management Inc1,187$28.0 萬

尚未申報 2024 年第 3 季的機構(30 家)

2024 年第 2 季季末持有 Applied Materials Inc、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 2 季持有 AMAT、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.79,110,266$186.7 億
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)180,672$4,264 萬
Girard Partners Ltd.72,995$1,723 萬
Arvest Trust Co N A68,364$1,613 萬
Hoylecohen, LLC64,302$1,517 萬
Payden & Rygel Investment Group62,810$1,482 萬
Taylor Hoffman Wealth Management44,670$1,061 萬
Ascension Asset Management LLC28,461$671.7 萬
Wunderlich Capital Managemnt20,550$485.0 萬
Perennial Advisors, LLC17,851$421.3 萬
McKinley Capital Management LLC /Delaware15,110$356.6 萬
Benjamin F. Edwards & Company, Inc.11,927$281.5 萬
Ofi Invest Asset Management12,375$272.5 萬
Buckingham Strategic Wealth, LLC9,939$234.5 萬
Private Wealth Strategies, L.L.C.5,000$118.0 萬
Hershey Financial Advisers, LLC3,394$80.1 萬
Gratus Capital LLC2,614$61.7 萬
Walden Wealth Partners LLC2,420$57.1 萬
Institutional & Family Asset Management, LLC1,786$42.1 萬
Bank Pictet & Cie (Asia) Ltd1,764$41.5 萬
Veridan Wealth LLC2,075$38.0 萬
Permanent Capital Management, LP1,890$34.6 萬
Heritage Trust Co1,369$32.3 萬
JJJ Advisors Inc.1,355$32.0 萬
ICA Group Wealth Management, LLC417$9.85 萬
Emfo, LLC390$9.20 萬
Sofos Investments, Inc.167$3.94 萬
Bradley & Co. Private Wealth Management, LLC20$4,720
Private Ocean, LLC17$4,012
Custom Portfolio Group LLC5$1,180