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 4 季 13F 持有人
Applied Materials Inc 在 2024/12/31 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
- 2,239
- 較 2024 年第 3 季 +62 家
- 持有股數
- 6.46 億
- 較 2024 年第 3 季 −826.3 萬 (−1.3%)
- 總市值
- $1,052 億
- 較 2024 年第 3 季 −$268.2 億 (−20.3%)
- 新進機構
- 303
- 另有 831 家加碼
- 清倉機構
- 241
- 另有 812 家減碼
另有 38 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 68,012 | $1,106 萬 | 0.25% | −597−0.9% | 減碼 |
| Cullinan Associates Inc | 68,574 | $1,115 萬 | 0.72% | −20,008−22.6% | 減碼 |
| Jacobs & Co | 68,673 | $1,117 萬 | 1.14% | +2,690+4.1% | 加碼 |
| Vident Advisory, LLC | 68,972 | $1,122 萬 | 0.20% | −8,080−10.5% | 減碼 |
| Soros Capital Management LLC | 69,457 | $1,130 萬 | 1.77% | −12,681−15.4% | 減碼 |
| Larson Financial Group LLC | 69,779 | $1,135 萬 | 0.59% | −1,431−2.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,138 萬 | 0.23% | 00.0% | 不變 |
| Goodnow Investment Group, LLC | 70,110 | $1,140 萬 | 1.12% | +70,110 | 新進 |
| Oregon Public Employees Retirement Fund | 70,639 | $1,149 萬 | 0.21% | −243−0.3% | 減碼 |
| La Banque Postale Asset Management SA | 71,080 | $1,156 萬 | 0.16% | −5,529−7.2% | 減碼 |
| TownSquare Capital, LLC | 71,577 | $1,164 萬 | 0.13% | +9,672+15.6% | 加碼 |
| Gabelli Funds LLC | 72,177 | $1,174 萬 | 0.09% | −57,975−44.5% | 減碼 |
| Oppenheimer & Co Inc | 72,592 | $1,181 萬 | 0.18% | +17,769+32.4% | 加碼 |
| Penserra Capital Management LLC | 73,702 | $1,198 萬 | 0.22% | +47,283+179.0% | 加碼 |
| Grimes & Company, Inc. | 74,931 | $1,219 萬 | 0.35% | +557+0.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 75,233 | $1,224 萬 | 0.26% | −3,457−4.4% | 減碼 |
| Callahan Advisors, LLC | 75,287 | $1,224 萬 | 1.15% | +761+1.0% | 加碼 |
| Itau Unibanco Holding S.A. | 75,645 | $1,230 萬 | 0.39% | +75,645 | 新進 |
| Cornerstone Advisors, LLC | 76,300 | $1,241 萬 | 0.49% | +24,600+47.6% | 加碼 |
| Nepsis, Inc. | 146,994 | $1,249 萬 | 3.30% | +65,086+79.5% | 加碼 |
| Capstone Investment Advisors, LLC | 77,104 | $1,254 萬 | 0.12% | +72,377+1,531.1% | 加碼 |
| Railway Pension Investments Ltd | 77,168 | $1,255 萬 | 0.17% | −158,100−67.2% | 減碼 |
| Hosking Partners LLP | 77,950 | $1,268 萬 | 0.50% | +11,385+17.1% | 加碼 |
| Mizuho Securities USA LLC | 78,135 | $1,271 萬 | 0.23% | +24,445+45.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 78,410 | $1,275 萬 | 0.11% | −8,538−9.8% | 減碼 |
| Managed Asset Portfolios, LLC | 78,558 | $1,278 萬 | 1.89% | +7,432+10.4% | 加碼 |
| Brown Advisory Inc | 79,242 | $1,289 萬 | 0.02% | +7,328+10.2% | 加碼 |
| D.A. Davidson & Co. | 80,389 | $1,307 萬 | 0.11% | +10,602+15.2% | 加碼 |
| Quantitative Investment Management, LLC | 81,060 | $1,318 萬 | 0.99% | +48,276+147.3% | 加碼 |
| LVM Capital Management Ltd | 81,220 | $1,321 萬 | 1.42% | +1,892+2.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 82,061 | $1,335 萬 | 2.42% | −14,079−14.6% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 82,150 | $1,336 萬 | 0.31% | −1,587−1.9% | 減碼 |
| Blair William & Co | 83,064 | $1,351 萬 | 0.04% | +310+0.4% | 加碼 |
| Maple Capital Management, Inc. | 83,288 | $1,355 萬 | 1.00% | +14,419+20.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 83,568 | $1,359 萬 | 0.04% | −5,006−5.7% | 減碼 |
| FORA Capital, LLC | 83,842 | $1,364 萬 | 1.56% | +83,842 | 新進 |
| Brinker Capital Investments, LLC | 46,236 | $1,367 萬 | 0.14% | −6,312−12.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 46,236 | $1,367 萬 | 0.14% | −6,312−12.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 84,911 | $1,381 萬 | 0.12% | +11,378+15.5% | 加碼 |
| Avanza Fonder AB | 85,207 | $1,386 萬 | 0.41% | +85,207 | 新進 |
| Ieq Capital, LLC | 85,397 | $1,389 萬 | 0.13% | −153−0.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 86,014 | $1,399 萬 | 0.20% | +9,230+12.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 86,059 | $1,400 萬 | 0.13% | −3,138−3.5% | 減碼 |
| Quantinno Capital Management LP | 86,171 | $1,401 萬 | 0.14% | +10,847+14.4% | 加碼 |
| Colony Group, LLC | 86,236 | $1,402 萬 | 0.04% | +1,420+1.7% | 加碼 |
| Carmel Capital Management L.L.C. | 86,375 | $1,405 萬 | 5.31% | −650−0.7% | 減碼 |
| Savoie Capital LLC | 87,695 | $1,426 萬 | 1.70% | 00.0% | 不變 |
| DJE Kapital AG | 89,338 | $1,454 萬 | 0.34% | +89,338 | 新進 |
| Citizens Financial Group Inc | 90,036 | $1,464 萬 | 0.29% | +7,389+8.9% | 加碼 |
| Fisher Funds Management LTD | 90,069 | $1,467 萬 | 0.35% | +90,069 | 新進 |
| Los Angeles Capital Management LLC | 90,431 | $1,471 萬 | 0.06% | −573,334−86.4% | 減碼 |
| Cooper Creek Partners Management LLC | 90,662 | $1,474 萬 | 0.46% | −56,717−38.5% | 減碼 |
| E Fund Management Co., Ltd. | 91,827 | $1,493 萬 | 0.75% | −43,082−31.9% | 減碼 |
| Wellington Management Group LLP | 92,203 | $1,499 萬 | 0.00% | −17,150−15.7% | 減碼 |
| California First Leasing Corp | 92,836 | $1,510 萬 | 6.23% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 92,921 | $1,511 萬 | 0.38% | +3,558+4.0% | 加碼 |
| Sawgrass Asset Management LLC | 92,961 | $1,512 萬 | 1.66% | −5,523−5.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 93,660 | $1,523 萬 | 0.30% | +59,418+173.5% | 加碼 |
| State of Alaska, Department of Revenue | 93,996 | $1,529 萬 | 0.17% | −21,007−18.3% | 減碼 |
| Generali Asset Management SPA SGR | 94,422 | $1,536 萬 | 0.39% | +94,422 | 新進 |
| Federation des caisses Desjardins du Quebec | 94,643 | $1,539 萬 | 0.08% | +9,317+10.9% | 加碼 |
| MUFG Securities EMEA plc | 95,000 | $1,545 萬 | 0.29% | +94,861+68,245.3% | 加碼 |
| CCM Investment Advisers LLC | 97,007 | $1,578 萬 | 1.74% | +13,272+15.9% | 加碼 |
| William Blair Investment Management, LLC | 97,819 | $1,591 萬 | 0.04% | −14,074−12.6% | 減碼 |
| First Foundation Advisors | 98,650 | $1,604 萬 | 0.60% | +1,608+1.7% | 加碼 |
| Mutual of America Capital Management LLC | 98,748 | $1,606 萬 | 0.17% | −3,195−3.1% | 減碼 |
| Stanley Capital Management, LLC | 99,800 | $1,623 萬 | 3.16% | 00.0% | 不變 |
| Bornite Capital Management LP | 100,000 | $1,626 萬 | 2.19% | +50,000+100.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 100,371 | $1,632 萬 | 0.17% | +7,113+7.6% | 加碼 |
| Univest Financial Corp | 100,762 | $1,639 萬 | 1.03% | −292−0.3% | 減碼 |
| iA Global Asset Management Inc. | 101,883 | $1,657 萬 | 0.29% | +3,628+3.7% | 加碼 |
| Prudential PLC | 102,924 | $1,674 萬 | 0.08% | −40,874−28.4% | 減碼 |
| Nomura Holdings Inc | 103,157 | $1,678 萬 | 0.09% | +23,149+28.9% | 加碼 |
| JustInvest LLC | 103,858 | $1,689 萬 | 0.26% | −1,120−1.1% | 減碼 |
| Bokf, NA | 98,521 | $1,691 萬 | 0.29% | −773−0.8% | 減碼 |
| Louisiana State Employees Retirement System | 104,500 | $1,699 萬 | 0.32% | −5,000−4.6% | 減碼 |
| Yousif Capital Management, LLC | 105,069 | $1,709 萬 | 0.19% | −8,057−7.1% | 減碼 |
| Marex Group plc | 105,499 | $1,716 萬 | 0.29% | −97,488−48.0% | 減碼 |
| Cumberland Partners Ltd | 105,523 | $1,716 萬 | 1.20% | −6,172−5.5% | 減碼 |
| Meitav Dash Investments Ltd | 105,783 | $1,720 萬 | 0.29% | +96,031+984.7% | 加碼 |
| Lountzis Asset Management, LLC | 106,649 | $1,734 萬 | 7.34% | −800−0.7% | 減碼 |
| 1832 Asset Management L.P. | 107,483 | $1,748 萬 | 0.03% | +84,199+361.6% | 加碼 |
| NEOS Investment Management LLC | 108,012 | $1,757 萬 | 0.41% | +21,312+24.6% | 加碼 |
| Baker Avenue Asset Management, LP | 108,189 | $1,759 萬 | 0.54% | +2,309+2.2% | 加碼 |
| Financial Counselors Inc | 108,291 | $1,761 萬 | 0.26% | −525−0.5% | 減碼 |
| Advisor Group Holdings, Inc. | 125,136 | $1,777 萬 | 0.04% | +4,920+4.1% | 加碼 |
| BancorpSouth Bank | 110,072 | $1,790 萬 | 1.21% | +1,603+1.5% | 加碼 |
| Tudor Investment Corp Et Al | 110,127 | $1,791 萬 | 0.19% | +110,127 | 新進 |
| Silvercrest Asset Management Group LLC | 110,347 | $1,795 萬 | 0.12% | +105,523+2,187.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 110,352 | $1,795 萬 | 0.07% | −4,937−4.3% | 減碼 |
| Pinnacle Associates Ltd | 111,547 | $1,814 萬 | 0.25% | −5,603−4.8% | 減碼 |
| Cresset Asset Management, LLC | 111,885 | $1,820 萬 | 0.09% | −66,581−37.3% | 減碼 |
| Wealthfront Advisers LLC | 112,256 | $1,826 萬 | 0.05% | +243+0.2% | 加碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,827 萬 | 2.28% | 00.0% | 不變 |
| Sienna Gestion | 112,800 | $1,834 萬 | 1.24% | −29,414−20.7% | 減碼 |
| First Nebraska Trust Co | 113,801 | $1,851 萬 | 1.79% | +1,415+1.3% | 加碼 |
| Rathbone Brothers plc | 114,216 | $1,857 萬 | 0.09% | +20,162+21.4% | 加碼 |
| J. Safra Sarasin Holding AG | 114,822 | $1,867 萬 | 0.32% | −37,320−24.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 115,198 | $1,873 萬 | 1.18% | +1,562+1.4% | 加碼 |
| Vivaldi Capital Management, LLC | 107,640 | $1,878 萬 | 2.88% | +107,640 | 新進 |