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 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
- 2,216
- 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 871 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 | 3,519 | $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 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 |
|---|---|---|---|---|---|
| XN LP | 854,075 | $1.73 億 | 7.37% | +297,525+53.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 846,016 | $1.71 億 | 0.79% | −151,358−15.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 827,897 | $1.67 億 | 0.32% | −17,106−2.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $1.65 億 | 0.31% | +31,337+4.0% | 加碼 |
| Storebrand Asset Management AS | 812,550 | $1.64 億 | 0.52% | +58,430+7.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 793,349 | $1.60 億 | 0.32% | +145,047+22.4% | 加碼 |
| Raymond James & Associates | 785,980 | $1.59 億 | 0.10% | −52,384−6.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 780,426 | $1.58 億 | 0.28% | +90,138+13.1% | 加碼 |
| New York State Teachers Retirement System | 778,752 | $1.57 億 | 0.32% | −15,659−2.0% | 減碼 |
| Stifel Financial Corp | 770,977 | $1.56 億 | 0.16% | −18,248−2.3% | 減碼 |
| Blue Whale Capital LLP | 757,402 | $1.53 億 | 11.91% | +116,162+18.1% | 加碼 |
| Abrams Bison Investments, LLC | 750,000 | $1.52 億 | 13.08% | +210,000+38.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 733,148 | $1.48 億 | 0.34% | −29,990−3.9% | 減碼 |
| National Bank of Canada | 727,488 | $1.47 億 | 0.20% | +175,303+31.7% | 加碼 |
| Citadel Advisors LLC | 726,628 | $1.47 億 | 0.15% | −3,323−0.5% | 減碼 |
| Korea Investment CORP | 723,332 | $1.46 億 | 0.35% | −130,449−15.3% | 減碼 |
| CapitalatWork S.A. | 711,119 | $1.44 億 | 4.88% | −13,349−1.8% | 減碼 |
| Flossbach Von Storch AG | 706,083 | $1.43 億 | 0.56% | +505,331+251.7% | 加碼 |
| Canada Pension Plan Investment Board | 698,751 | $1.41 億 | 0.13% | −301,464−30.1% | 減碼 |
| Natixis Advisors, L.P. | 687,969 | $1.39 億 | 0.27% | −144,393−17.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 670,899 | $1.36 億 | 0.31% | −1,000−0.1% | 減碼 |
| Los Angeles Capital Management LLC | 663,765 | $1.34 億 | 0.54% | −279,061−29.6% | 減碼 |
| Rockefeller Capital Management L.P. | 658,407 | $1.33 億 | 0.36% | +13,168+2.0% | 加碼 |
| Man Group plc | 653,718 | $1.32 億 | 0.37% | −445,508−40.5% | 減碼 |
| Danske Bank A/S | 650,623 | $1.31 億 | 0.44% | +41,649+6.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 645,000 | $1.30 億 | 1.38% | +45,000+7.5% | 加碼 |
| US Bancorp | 636,417 | $1.29 億 | 0.17% | −8,520−1.3% | 減碼 |
| Credit Agricole S A | 630,223 | $1.27 億 | 0.67% | +22,120+3.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 625,561 | $1.26 億 | 0.20% | +54,581+9.6% | 加碼 |
| Ci Investments Inc. | 622,001 | $1.26 億 | 0.48% | −38,096−5.8% | 減碼 |
| Truist Financial Corp | 605,987 | $1.22 億 | 0.19% | −63,569−9.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 594,760 | $1.22 億 | 0.54% | +78,672+15.2% | 加碼 |
| Fifth Third Bancorp | 603,125 | $1.22 億 | 0.44% | +629+0.1% | 加碼 |
| Boston Trust Walden Corp | 592,965 | $1.20 億 | 0.83% | +25,349+4.5% | 加碼 |
| Glenmede Trust Co NA | 585,739 | $1.18 億 | 0.57% | −10,413−1.7% | 減碼 |
| Bridgewater Associates, LP | 580,917 | $1.17 億 | 0.66% | +464,061+397.1% | 加碼 |
| LPL Financial LLC | 557,566 | $1.13 億 | 0.05% | +47,961+9.4% | 加碼 |
| Schroder Investment Management Group | 549,412 | $1.13 億 | 0.12% | −65,129−10.6% | 減碼 |
| Aviva PLC | 542,341 | $1.10 億 | 0.28% | +12,799+2.4% | 加碼 |
| Guggenheim Capital LLC | 526,644 | $1.06 億 | 0.75% | −9,142−1.7% | 減碼 |
| Argent Capital Management LLC | 516,966 | $1.04 億 | 2.89% | −9,637−1.8% | 減碼 |
| UniSuper Management Pty Ltd | 516,668 | $1.04 億 | 0.79% | +4,318+0.8% | 加碼 |
| Clark Capital Management Group, Inc. | 512,380 | $1.04 億 | 0.71% | −7,864−1.5% | 減碼 |
| Bank of Nova Scotia | 488,954 | $9,879 萬 | 0.20% | +109,444+28.8% | 加碼 |
| Retirement Systems of Alabama | 488,916 | $9,879 萬 | 0.37% | −30,383−5.9% | 減碼 |
| State of Wisconsin Investment Board | 487,376 | $9,847 萬 | 0.25% | +27,853+6.1% | 加碼 |
| HighTower Advisors, LLC | 486,927 | $9,820 萬 | 0.14% | −19,979−3.9% | 減碼 |
| Brown Brothers Harriman & Co | 484,503 | $9,789 萬 | 0.67% | +393,447+432.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 480,905 | $9,717 萬 | 0.30% | +5,249+1.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 488,044 | $9,663 萬 | 0.69% | +346,670+245.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 475,878 | $9,615 萬 | 0.06% | +373+0.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 463,445 | $9,363 萬 | 0.54% | −213,111−31.5% | 減碼 |
| Erste Asset Management GmbH | 453,165 | $9,253 萬 | 1.11% | −43,735−8.8% | 減碼 |
| Toronto Dominion Bank | 457,821 | $9,250 萬 | 0.16% | −602−0.1% | 減碼 |
| Teacher Retirement System of Texas | 454,752 | $9,188 萬 | 0.44% | +103,872+29.6% | 加碼 |
| Zurich Insurance Group Ltd | 453,836 | $9,170 萬 | 0.78% | −23,868−5.0% | 減碼 |
| Huntington National Bank | 445,357 | $8,998 萬 | 0.65% | +45,411+11.4% | 加碼 |
| Abn Amro Investment Solutions | 440,657 | $8,903 萬 | 1.55% | −134,810−23.4% | 減碼 |
| Treasurer of the State of North Carolina | 426,682 | $8,621 萬 | 0.34% | +7,328+1.7% | 加碼 |
| Zacks Investment Management | 417,349 | $8,433 萬 | 0.73% | +417,349 | 新進 |
| Mediolanum International Funds Ltd | 410,281 | $8,394 萬 | 1.17% | −6,494−1.6% | 減碼 |
| Lazard Freres Gestion S.A.S. | 412,083 | $8,326 萬 | 1.76% | +80,545+24.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 411,679 | $8,318 萬 | 0.07% | +2,545+0.6% | 加碼 |
| Earnest Partners LLC | 411,188 | $8,308 萬 | 0.36% | −53,107−11.4% | 減碼 |
| Findlay Park Partners LLP | 409,600 | $8,276 萬 | 0.78% | +409,600 | 新進 |
| Kempen Capital Management N.V. | 407,012 | $8,224 萬 | 0.84% | −32,315−7.4% | 減碼 |
| Federated Hermes, Inc. | 395,487 | $7,991 萬 | 0.18% | +150,315+61.3% | 加碼 |
| CI Private Wealth, LLC | 390,193 | $7,884 萬 | 0.12% | −10,536−2.6% | 減碼 |
| Bristol Gate Capital Partners Inc. | 380,520 | $7,688 萬 | 3.52% | −1,535−0.4% | 減碼 |
| QRG Capital Management, Inc. | 379,925 | $7,676 萬 | 0.83% | +758+0.2% | 加碼 |
| Jane Street Group, LLC | 371,042 | $7,497 萬 | 0.12% | +37,236+11.2% | 加碼 |
| SEI Investments Co | 363,042 | $7,335 萬 | 0.10% | −47,663−11.6% | 減碼 |
| Whittier Trust Co | 360,449 | $7,283 萬 | 0.97% | −12,083−3.2% | 減碼 |
| Crestwood Advisors Group LLC | 360,312 | $7,280 萬 | 1.39% | −33,693−8.6% | 減碼 |
| Mariner, LLC | 350,890 | $7,093 萬 | 0.13% | +16,260+4.9% | 加碼 |
| ABN AMRO Bank N.V. | 351,110 | $7,037 萬 | 0.96% | +32,214+10.1% | 加碼 |
| Employees Provident Fund Board | 347,788 | $7,027 萬 | 0.96% | +101,681+41.3% | 加碼 |
| Andra AP-fonden | 346,800 | $7,007 萬 | 1.03% | +74,600+27.4% | 加碼 |
| Nissay Asset Management Corp | 343,815 | $6,947 萬 | 0.44% | −76,070−18.1% | 減碼 |
| Commonwealth Equity Services, LLC | 340,434 | $6,879 萬 | 0.10% | +1,724+0.5% | 加碼 |
| Tocqueville Asset Management L.P. | 337,822 | $6,826 萬 | 1.07% | +930.0% | 加碼 |
| Handelsbanken Fonder AB | 336,595 | $6,801 萬 | 0.27% | +7,750+2.4% | 加碼 |
| Asset Management One Co.,Ltd. | 336,290 | $6,795 萬 | 0.24% | −15,245−4.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 321,462 | $6,495 萬 | 0.46% | −7,100−2.2% | 減碼 |
| Systematic Alpha Investments, LLC | 320,128 | $6,468 萬 | 2.36% | 00.0% | 不變 |
| Munro Partners | 316,224 | $6,389 萬 | 2.33% | −96,904−23.5% | 減碼 |
| M&T Bank Corp | 313,488 | $6,334 萬 | 0.21% | −20,746−6.2% | 減碼 |
| Analog Century Management LP | 312,545 | $6,315 萬 | 4.29% | +63,433+25.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 306,794 | $6,199 萬 | 0.26% | 00.0% | 不變 |
| Wedge Capital Management L L P | 306,787 | $6,199 萬 | 1.07% | +19,100+6.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 306,518 | $6,193 萬 | 0.13% | +96,071+45.7% | 加碼 |
| State of Tennessee, Treasury Department | 306,356 | $6,190 萬 | 0.22% | −12,719−4.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 296,985 | $6,001 萬 | 1.81% | +7,933+2.7% | 加碼 |
| STRS Ohio | 295,259 | $5,966 萬 | 0.23% | −1,792−0.6% | 減碼 |
| ING Groep NV | 294,285 | $5,946 萬 | 0.35% | −65,701−18.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 287,015 | $5,799 萬 | 0.08% | +41,067+16.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 285,390 | $5,777 萬 | 0.33% | −6,616−2.3% | 減碼 |
| Distillate Capital Partners LLC | 285,846 | $5,776 萬 | 2.89% | +285,846 | 新進 |
| Capital Advisors Inc | 280,954 | $5,677 萬 | 1.14% | −63,988−18.6% | 減碼 |
| Public Sector Pension Investment Board | 278,993 | $5,637 萬 | 0.30% | +247,100+774.8% | 加碼 |