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 3 季 13F 持有人
Applied Materials Inc 在 2024/9/30 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
- 2,215
- 較 2024 年第 2 季 −40 家
- 持有股數
- 6.56 億
- 較 2024 年第 2 季 +7,382 萬 (+12.7%)
- 總市值
- $1,324 億
- 較 2024 年第 2 季 −$50.5 億 (−3.7%)
- 新進機構
- 153
- 另有 870 家加碼
- 清倉機構
- 193
- 另有 858 家減碼
另有 30 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 726,628 | $1.47 億 | 0.15% | −3,323−0.5% | 減碼 |
| National Bank of Canada | 727,488 | $1.47 億 | 0.20% | +175,303+31.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 733,148 | $1.48 億 | 0.34% | −29,990−3.9% | 減碼 |
| Abrams Bison Investments, LLC | 750,000 | $1.52 億 | 13.08% | +210,000+38.9% | 加碼 |
| Blue Whale Capital LLP | 757,402 | $1.53 億 | 11.91% | +116,162+18.1% | 加碼 |
| Stifel Financial Corp | 770,977 | $1.56 億 | 0.16% | −18,248−2.3% | 減碼 |
| New York State Teachers Retirement System | 778,752 | $1.57 億 | 0.32% | −15,659−2.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 780,426 | $1.58 億 | 0.28% | +90,138+13.1% | 加碼 |
| Raymond James & Associates | 785,980 | $1.59 億 | 0.10% | −52,384−6.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 793,349 | $1.60 億 | 0.32% | +145,047+22.4% | 加碼 |
| Storebrand Asset Management AS | 812,550 | $1.64 億 | 0.52% | +58,430+7.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $1.65 億 | 0.31% | +31,337+4.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 827,897 | $1.67 億 | 0.32% | −17,106−2.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 846,016 | $1.71 億 | 0.79% | −151,358−15.2% | 減碼 |
| XN LP | 854,075 | $1.73 億 | 7.37% | +297,525+53.5% | 加碼 |
| Intermede Investment Partners Ltd | 862,136 | $1.74 億 | 3.64% | +260,140+43.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 895,200 | $1.81 億 | 0.77% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 911,322 | $1.84 億 | 0.45% | −4260.0% | 減碼 |
| Prudential Financial Inc | 918,446 | $1.86 億 | 0.26% | −125,622−12.0% | 減碼 |
| Russell Investments Group, Ltd. | 917,450 | $1.86 億 | 0.27% | +27,861+3.1% | 加碼 |
| Vontobel Holding Ltd. | 962,099 | $1.94 億 | 0.63% | −53,653−5.3% | 減碼 |
| Standard Life Aberdeen plc | 980,309 | $1.97 億 | 0.36% | +13,014+1.3% | 加碼 |
| AXA S.A. | 982,483 | $1.99 億 | 0.59% | −376,882−27.7% | 減碼 |
| Thrivent Financial for Lutherans | 996,139 | $2.01 億 | 0.38% | +217,368+27.9% | 加碼 |
| Harding Loevner LP | 998,041 | $2.02 億 | 1.16% | +4,312+0.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,006,353 | $2.03 億 | 0.61% | +7,331+0.7% | 加碼 |
| Great West Life Assurance Co | 1,034,244 | $2.09 億 | 0.36% | +152,593+17.3% | 加碼 |
| ProShare Advisors LLC | 1,041,948 | $2.11 億 | 0.52% | +51,667+5.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,053,230 | $2.13 億 | 0.53% | +116,312+12.4% | 加碼 |
| Panagora Asset Management Inc | 1,054,032 | $2.13 億 | 1.02% | +114,012+12.1% | 加碼 |
| Envestnet Asset Management Inc | 1,080,867 | $2.18 億 | 0.07% | −70,620−6.1% | 減碼 |
| Principal Financial Group Inc | 1,118,152 | $2.26 億 | 0.12% | +96,009+9.4% | 加碼 |
| New York State Common Retirement Fund | 1,120,165 | $2.26 億 | 0.31% | −69,262−5.8% | 減碼 |
| Victory Capital Management Inc | 1,139,114 | $2.30 億 | 0.22% | +15,183+1.4% | 加碼 |
| AQR Capital Management LLC | 1,162,559 | $2.35 億 | 0.32% | −328,315−22.0% | 減碼 |
| Macquarie Group Ltd | 1,166,896 | $2.36 億 | 0.25% | +177,723+18.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,024,933 | $2.37 億 | 0.80% | −116,454−10.2% | 減碼 |
| Qube Research & Technologies Ltd | 1,189,581 | $2.40 億 | 0.44% | +554,785+87.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,253,626 | $2.53 億 | 1.13% | −60,469−4.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,278,100 | $2.58 億 | 0.28% | +96,273+8.1% | 加碼 |
| Neuberger Berman Group LLC | 1,305,009 | $2.64 億 | 0.21% | −34,317−2.6% | 減碼 |
| California State Teachers Retirement System | 1,353,169 | $2.73 億 | 0.32% | −7,369−0.5% | 減碼 |
| Bank of Montreal | 1,369,926 | $2.81 億 | 0.13% | −109,243−7.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,390,501 | $2.81 億 | 0.58% | +1,006,937+262.5% | 加碼 |
| Voya Investment Management LLC | 1,432,859 | $2.90 億 | 0.30% | −178,012−11.1% | 減碼 |
| LSV Asset Management | 1,476,340 | $2.98 億 | 0.64% | −65,380−4.2% | 減碼 |
| Naya Capital Management UK Ltd | 1,481,937 | $2.99 億 | 26.54% | −104,974−6.6% | 減碼 |
| Nomura Asset Management Co Ltd | 1,518,655 | $3.07 億 | 0.95% | +376,191+32.9% | 加碼 |
| Massachusetts Financial Services Co | 1,543,905 | $3.12 億 | 0.09% | −2,295,810−59.8% | 減碼 |
| TD Asset Management Inc | 1,525,076 | $3.13 億 | 0.28% | +25,385+1.7% | 加碼 |
| Rhumbline Advisers | 1,600,315 | $3.23 億 | 0.29% | −35,569−2.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,661,347 | $3.36 億 | 0.67% | +396,233+31.3% | 加碼 |
| KBC Group NV | 1,662,374 | $3.36 億 | 1.01% | −90,329−5.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,698,282 | $3.43 億 | 0.30% | +653,739+62.6% | 加碼 |
| Generation Investment Management LLP | 1,710,890 | $3.46 億 | 1.61% | −354,675−17.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,730,246 | $3.50 億 | 0.34% | −1,060,351−38.0% | 減碼 |
| Ensign Peak Advisors, Inc | 1,874,538 | $3.79 億 | 0.67% | +308,015+19.7% | 加碼 |
| Alkeon Capital Management LLC | 1,877,133 | $3.79 億 | 2.08% | +877,133+87.7% | 加碼 |
| Nordea Investment Management AB | 1,913,022 | $3.86 億 | 0.44% | −18,698−1.0% | 減碼 |
| Wells Fargo & Company | 1,966,930 | $3.97 億 | 0.10% | −53,034−2.6% | 減碼 |
| National Pension Service | 2,006,828 | $4.05 億 | 0.39% | +232,317+13.1% | 加碼 |
| Rafferty Asset Management, LLC | 2,117,394 | $4.28 億 | 1.47% | −458,091−17.8% | 減碼 |
| Boston Partners | 2,445,629 | $4.92 億 | 0.58% | +37,546+1.6% | 加碼 |
| Swiss National Bank | 2,457,600 | $4.97 億 | 0.32% | −2,500−0.1% | 減碼 |
| Impax Asset Management Group plc | 2,551,103 | $5.15 億 | 2.03% | −21,647−0.8% | 減碼 |
| First Manhattan Co | 2,611,708 | $5.28 億 | 1.56% | +856,154+48.8% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 2,635,264 | $5.32 億 | 3.36% | −449,246−14.6% | 減碼 |
| Primecap Management Co | 2,742,283 | $5.54 億 | 0.41% | −112,900−4.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,795,457 | $5.65 億 | 0.58% | +275,233+10.9% | 加碼 |
| Royal Bank of Canada | 2,823,036 | $5.70 億 | 0.13% | +5,494+0.2% | 加碼 |
| Allianz Asset Management GmbH | 2,845,465 | $5.75 億 | 0.89% | +118,846+4.4% | 加碼 |
| EdgePoint Investment Group Inc. | 2,857,155 | $5.77 億 | 4.55% | +2,209,218+341.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,889,966 | $5.84 億 | 0.40% | +116,084+4.2% | 加碼 |
| First Trust Advisors LP | 2,899,436 | $5.86 億 | 0.56% | +474,607+19.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,939,596 | $5.94 億 | 0.14% | −77,349−2.6% | 減碼 |
| HSBC Holdings PLC | 2,990,706 | $6.03 億 | 0.38% | −246,224−7.6% | 減碼 |
| Cantillon Capital Management LLC | 3,148,598 | $6.36 億 | 3.89% | −93,972−2.9% | 減碼 |
| Citigroup Inc | 3,198,169 | $6.46 億 | 0.60% | −202,438−6.0% | 減碼 |
| Fisher Asset Management, LLC | 3,254,743 | $6.58 億 | 0.27% | +12,694+0.4% | 加碼 |
| Barclays PLC | 3,307,020 | $6.68 億 | 0.29% | −1,197,365−26.6% | 減碼 |
| California Public Employees Retirement System | 3,424,385 | $6.92 億 | 0.48% | +1,151,328+50.7% | 加碼 |
| Parnassus Investments | 3,432,124 | $6.93 億 | 1.47% | −837,692−19.6% | 減碼 |
| UBS Group AG | 3,704,730 | $7.49 億 | 0.21% | +20,295+0.6% | 加碼 |
| Pictet Asset Management Holding SA | 3,961,564 | $8.00 億 | 0.88% | −463,678−10.5% | 減碼 |
| Davis Selected Advisers | 4,112,767 | $8.31 億 | 4.66% | −73,157−1.7% | 減碼 |
| Franklin Resources Inc | 3,956,500 | $8.46 億 | 0.24% | −1,064,092−21.2% | 減碼 |
| Lazard Asset Management LLC | 4,205,129 | $8.50 億 | 1.14% | −841,690−16.7% | 減碼 |
| Swedbank AB | 4,244,566 | $8.58 億 | 1.09% | +108,827+2.6% | 加碼 |
| Price T Rowe Associates Inc | 4,472,666 | $9.04 億 | 0.10% | −6,505,974−59.3% | 減碼 |
| Janus Henderson Group PLC | 4,663,133 | $9.42 億 | 0.48% | +1,884,153+67.8% | 加碼 |
| Charles Schwab Investment Management Inc | 4,679,355 | $9.45 億 | 0.18% | +44,928+1.0% | 加碼 |
| American Century Companies Inc | 4,889,334 | $9.88 億 | 0.57% | −194,852−3.8% | 減碼 |
| JPMorgan Chase & Co | 5,380,143 | $10.9 億 | 0.09% | +1,104,961+25.8% | 加碼 |
| Deutsche Bank AG | 5,470,172 | $11.1 億 | 0.45% | +45,906+0.8% | 加碼 |
| Van Eck Associates Corp | 6,571,178 | $12.0 億 | 1.50% | +1,509,439+29.8% | 加碼 |
| Amundi | 6,169,323 | $12.4 億 | 0.46% | +1,118,573+22.1% | 加碼 |
| Legal & General Group Plc | 6,485,211 | $13.1 億 | 0.34% | +511,845+8.6% | 加碼 |
| Ameriprise Financial Inc | 7,657,237 | $15.5 億 | 0.40% | −775,779−9.2% | 減碼 |
| Alliancebernstein L.P. | 7,751,484 | $15.7 億 | 0.53% | +5,472,284+240.1% | 加碼 |
| Nuveen Asset Management, LLC | 8,119,403 | $16.4 億 | 0.46% | −554,202−6.4% | 減碼 |