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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 232,821 | $3,786 萬 | 0.08% | −7,492−3.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 232,951 | $3,788 萬 | 0.24% | +123,448+112.7% | 加碼 |
| Arizona State Retirement System | 238,593 | $3,880 萬 | 0.24% | +1,280+0.5% | 加碼 |
| GWM Advisors LLC | 242,248 | $3,940 萬 | 0.24% | +10,111+4.4% | 加碼 |
| Kempen Capital Management N.V. | 245,781 | $3,997 萬 | 0.40% | −161,231−39.6% | 減碼 |
| Peapack Gladstone Financial Corp | 247,119 | $4,019 萬 | 0.58% | −1,435−0.6% | 減碼 |
| STRS Ohio | 250,316 | $4,071 萬 | 0.16% | −44,943−15.2% | 減碼 |
| Toroso Investments, LLC | 250,515 | $4,074 萬 | 0.33% | −15,045−5.7% | 減碼 |
| Cerity Partners LLC | 235,416 | $4,084 萬 | 0.09% | −22,220−8.6% | 減碼 |
| MetLife Investment Management | 252,050 | $4,099 萬 | 0.22% | +1,858+0.7% | 加碼 |
| Forsta Ap-Fonden | 252,400 | $4,105 萬 | 0.29% | +2,800+1.1% | 加碼 |
| Swiss Life Asset Management Ltd | 253,314 | $4,117 萬 | 0.30% | +152,487+151.2% | 加碼 |
| Munro Partners | 254,159 | $4,133 萬 | 1.44% | −62,065−19.6% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 256,597 | $4,173 萬 | 0.67% | +256,597 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 260,000 | $4,228 萬 | 0.61% | +140,000+116.7% | 加碼 |
| Liontrust Investment Partners LLP | 265,713 | $4,321 萬 | 0.63% | +105,713+66.1% | 加碼 |
| Dundas Partners LLP | 266,212 | $4,329 萬 | 3.04% | 00.0% | 不變 |
| Tredje AP-fonden | 266,881 | $4,340 萬 | 0.39% | −6,668−2.4% | 減碼 |
| Corebridge Financial, Inc. | 267,675 | $4,353 萬 | 0.24% | −9,841−3.5% | 減碼 |
| SEI Investments Co | 267,804 | $4,355 萬 | 0.06% | −95,238−26.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 269,993 | $4,406 萬 | 0.26% | −15,397−5.4% | 減碼 |
| State of Michigan Retirement System | 274,755 | $4,468 萬 | 0.23% | +500+0.2% | 加碼 |
| Grassi Investment Management | 275,101 | $4,474 萬 | 3.82% | −1,150−0.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 276,926 | $4,504 萬 | 0.25% | +276,926 | 新進 |
| Skye Global Management LP | 282,000 | $4,586 萬 | 0.96% | +282,000 | 新進 |
| Federated Hermes, Inc. | 282,751 | $4,598 萬 | 0.10% | −112,736−28.5% | 減碼 |
| Mariner, LLC | 285,710 | $4,647 萬 | 0.08% | −65,180−18.6% | 減碼 |
| Capital Advisors Inc | 288,151 | $4,686 萬 | 0.93% | +7,197+2.6% | 加碼 |
| Applied Finance Capital Management, LLC | 297,238 | $4,834 萬 | 2.10% | +288,537+3,316.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 298,363 | $4,852 萬 | 1.45% | +1,378+0.5% | 加碼 |
| State of Tennessee, Treasury Department | 298,989 | $4,862 萬 | 0.18% | −7,367−2.4% | 減碼 |
| Moore Capital Management, LP | 300,000 | $4,879 萬 | 0.91% | +291,278+3,339.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 306,025 | $4,977 萬 | 0.20% | −769−0.3% | 減碼 |
| Mercer Global Advisors Inc | 307,269 | $4,997 萬 | 0.12% | +307,269 | 新進 |
| M&T Bank Corp | 310,539 | $5,050 萬 | 0.17% | −2,949−0.9% | 減碼 |
| Citadel Advisors LLC | 311,042 | $5,058 萬 | 0.05% | −415,586−57.2% | 減碼 |
| Nissay Asset Management Corp | 305,097 | $5,090 萬 | 0.31% | −38,718−11.3% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $5,165 萬 | 1.90% | −2,530−0.8% | 減碼 |
| CIBC World Markets Inc. | 318,722 | $5,183 萬 | 0.12% | +85,531+36.7% | 加碼 |
| Ci Investments Inc. | 320,612 | $5,214 萬 | 0.20% | −301,389−48.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 320,696 | $5,253 萬 | 0.08% | −304,865−48.7% | 減碼 |
| Mediolanum International Funds Ltd | 323,263 | $5,277 萬 | 0.69% | −87,018−21.2% | 減碼 |
| Earnest Partners LLC | 324,843 | $5,283 萬 | 0.24% | −86,345−21.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 328,262 | $5,339 萬 | 0.36% | +6,800+2.1% | 加碼 |
| Toronto Dominion Bank | 331,412 | $5,390 萬 | 0.10% | −126,409−27.6% | 減碼 |
| Whittier Trust Co | 332,530 | $5,408 萬 | 0.71% | −27,919−7.7% | 減碼 |
| Asset Management One Co.,Ltd. | 332,826 | $5,552 萬 | 0.19% | −3,464−1.0% | 減碼 |
| Commonwealth Equity Services, LLC | 343,463 | $5,586 萬 | 0.08% | +3,029+0.9% | 加碼 |
| Tocqueville Asset Management L.P. | 344,063 | $5,595 萬 | 0.88% | +6,241+1.8% | 加碼 |
| Handelsbanken Fonder AB | 356,894 | $5,804 萬 | 0.22% | +20,299+6.0% | 加碼 |
| Crestwood Advisors Group LLC | 357,789 | $5,819 萬 | 1.09% | −2,523−0.7% | 減碼 |
| Analog Century Management LP | 364,803 | $5,933 萬 | 3.97% | +52,258+16.7% | 加碼 |
| CIBC Asset Management Inc | 373,893 | $6,077 萬 | 0.20% | +110,307+41.8% | 加碼 |
| QRG Capital Management, Inc. | 376,011 | $6,115 萬 | 0.63% | −3,914−1.0% | 減碼 |
| UniSuper Management Pty Ltd | 378,192 | $6,151 萬 | 0.44% | −138,476−26.8% | 減碼 |
| KLP Kapitalforvaltning AS | 382,141 | $6,215 萬 | 0.29% | +382,141 | 新進 |
| Bristol Gate Capital Partners Inc. | 383,628 | $6,239 萬 | 3.04% | +3,108+0.8% | 加碼 |
| ING Groep NV | 384,431 | $6,252 萬 | 0.42% | +90,146+30.6% | 加碼 |
| CI Private Wealth, LLC | 389,395 | $6,306 萬 | 0.10% | −798−0.2% | 減碼 |
| Zacks Investment Management | 388,274 | $6,314 萬 | 0.58% | −29,075−7.0% | 減碼 |
| Holocene Advisors, LP | 389,000 | $6,326 萬 | 0.21% | +389,000 | 新進 |
| Public Employees Retirement System of Ohio | 399,850 | $6,503 萬 | 0.22% | +399,850 | 新進 |
| Abn Amro Investment Solutions | 403,834 | $6,568 萬 | 1.22% | −36,823−8.4% | 減碼 |
| Marshall Wace, LLP | 413,436 | $6,724 萬 | 0.08% | +413,436 | 新進 |
| Credit Agricole S A | 422,594 | $6,873 萬 | 0.23% | −207,629−32.9% | 減碼 |
| Findlay Park Partners LLP | 427,200 | $6,948 萬 | 0.69% | +17,600+4.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 429,094 | $6,978 萬 | 0.42% | +421,909+5,872.1% | 加碼 |
| Treasurer of the State of North Carolina | 429,111 | $6,979 萬 | 0.27% | +2,429+0.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 441,386 | $7,178 萬 | 0.76% | +441,386 | 新進 |
| Northwestern Mutual Wealth Management Co | 445,253 | $7,241 萬 | 0.06% | +33,574+8.2% | 加碼 |
| Zurich Insurance Group Ltd | 448,393 | $7,292 萬 | 0.59% | −5,443−1.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 450,304 | $7,323 萬 | 0.42% | −13,141−2.8% | 減碼 |
| Raiffeisen Bank International AG | 451,940 | $7,386 萬 | 1.12% | +451,940 | 新進 |
| Polar Asset Management Partners Inc. | 461,000 | $7,497 萬 | 1.11% | +461,000 | 新進 |
| State of Wisconsin Investment Board | 467,413 | $7,602 萬 | 0.20% | −19,963−4.1% | 減碼 |
| HighTower Advisors, LLC | 467,668 | $7,606 萬 | 0.10% | −19,259−4.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 469,148 | $7,630 萬 | 0.23% | −11,757−2.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 470,450 | $7,651 萬 | 0.05% | −5,428−1.1% | 減碼 |
| Rockefeller Capital Management L.P. | 475,045 | $7,727 萬 | 0.20% | −183,362−27.8% | 減碼 |
| Blue Whale Capital LLP | 482,211 | $7,842 萬 | 5.82% | −275,191−36.3% | 減碼 |
| Retirement Systems of Alabama | 485,625 | $7,898 萬 | 0.29% | −3,291−0.7% | 減碼 |
| Lazard Freres Gestion S.A.S. | 486,201 | $7,907 萬 | 1.58% | +74,118+18.0% | 加碼 |
| Renaissance Technologies LLC | 487,648 | $7,931 萬 | 0.12% | +487,648 | 新進 |
| Guggenheim Capital LLC | 488,341 | $7,942 萬 | 0.65% | −38,303−7.3% | 減碼 |
| XN LP | 496,408 | $8,073 萬 | 3.53% | −357,667−41.9% | 減碼 |
| Argent Capital Management LLC | 507,990 | $8,261 萬 | 2.33% | −8,976−1.7% | 減碼 |
| Schroder Investment Management Group | 507,537 | $8,305 萬 | 0.08% | −41,875−7.6% | 減碼 |
| Two Sigma Advisers, LP | 511,100 | $8,312 萬 | 0.19% | +451,400+756.1% | 加碼 |
| Natixis | 513,567 | $8,352 萬 | 0.57% | +268,004+109.1% | 加碼 |
| Erste Asset Management GmbH | 506,279 | $8,380 萬 | 1.03% | +53,114+11.7% | 加碼 |
| Nisa Investment Advisors, LLC | 520,924 | $8,472 萬 | 0.33% | +262,689+101.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 527,018 | $8,573 萬 | 0.42% | +38,974+8.0% | 加碼 |
| Aviva PLC | 532,611 | $8,662 萬 | 0.22% | −9,730−1.8% | 減碼 |
| Glenmede Trust Co NA | 553,617 | $9,003 萬 | 0.46% | −32,122−5.5% | 減碼 |
| Squarepoint Ops LLC | 558,675 | $9,086 萬 | 0.23% | +500,624+862.4% | 加碼 |
| Woodline Partners LP | 563,607 | $9,166 萬 | 0.62% | +563,607 | 新進 |
| Fifth Third Bancorp | 572,077 | $9,304 萬 | 0.34% | −31,048−5.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 572,859 | $9,316 萬 | 0.27% | −433,494−43.1% | 減碼 |
| Truist Financial Corp | 577,324 | $9,389 萬 | 0.15% | −28,663−4.7% | 減碼 |
| Capital Research Global Investors | 581,589 | $9,458 萬 | 0.02% | +460,708+381.1% | 加碼 |