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 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
- 2,240
- 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 832 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 | 3,519 | $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 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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 891,447 | $1.45 億 | 0.35% | −19,875−2.2% | 減碼 |
| Abrams Bison Investments, LLC | 875,000 | $1.42 億 | 14.66% | +125,000+16.7% | 加碼 |
| Canada Pension Plan Investment Board | 873,154 | $1.42 億 | 0.14% | +174,403+25.0% | 加碼 |
| Russell Investments Group, Ltd. | 855,139 | $1.39 億 | 0.19% | −62,311−6.8% | 減碼 |
| Employees Provident Fund Board | 846,781 | $1.38 億 | 1.71% | +498,993+143.5% | 加碼 |
| Harding Loevner LP | 836,110 | $1.36 億 | 0.92% | −161,931−16.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $1.36 億 | 0.25% | 00.0% | 不變 |
| Bank of Nova Scotia | 830,913 | $1.35 億 | 0.24% | +341,959+69.9% | 加碼 |
| Stifel Financial Corp | 829,786 | $1.35 億 | 0.14% | +58,809+7.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 825,750 | $1.34 億 | 0.87% | +666,059+417.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 825,326 | $1.34 億 | 0.23% | +44,900+5.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 806,366 | $1.31 億 | 0.25% | −21,531−2.6% | 減碼 |
| APG Asset Management N.V. | 824,407 | $1.29 億 | 0.36% | +708,541+611.5% | 加碼 |
| Man Group plc | 790,367 | $1.29 億 | 0.39% | +136,649+20.9% | 加碼 |
| Massachusetts Financial Services Co | 777,592 | $1.26 億 | 0.04% | −766,313−49.6% | 減碼 |
| CapitalatWork S.A. | 756,148 | $1.23 億 | 3.98% | +45,029+6.3% | 加碼 |
| New York State Teachers Retirement System | 749,837 | $1.22 億 | 0.26% | −28,915−3.7% | 減碼 |
| Brown Brothers Harriman & Co | 743,774 | $1.21 億 | 0.85% | +259,271+53.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 742,189 | $1.21 億 | 0.23% | −51,160−6.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 714,461 | $1.16 億 | 0.27% | −18,687−2.5% | 減碼 |
| Natixis Advisors, L.P. | 706,729 | $1.15 億 | 0.21% | +18,760+2.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 700,831 | $1.14 億 | 0.24% | +29,932+4.5% | 加碼 |
| Storebrand Asset Management AS | 695,851 | $1.13 億 | 0.34% | −116,699−14.4% | 減碼 |
| AXA S.A. | 695,316 | $1.13 億 | 0.34% | −287,167−29.2% | 減碼 |
| Intermede Investment Partners Ltd | 675,688 | $1.10 億 | 2.93% | −186,448−21.6% | 減碼 |
| Voloridge Investment Management, LLC | 674,446 | $1.10 億 | 0.39% | +674,446 | 新進 |
| Prudential Financial Inc | 657,966 | $1.07 億 | 0.15% | −260,480−28.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 653,789 | $1.07 億 | 0.48% | −192,227−22.7% | 減碼 |
| Capitolis Liquid Global Markets LLC | 645,000 | $1.05 億 | 1.02% | 00.0% | 不變 |
| Voya Investment Management LLC | 641,854 | $1.04 億 | 0.11% | −791,005−55.2% | 減碼 |
| Korea Investment CORP | 641,328 | $1.04 億 | 0.25% | −82,004−11.3% | 減碼 |
| LPL Financial LLC | 637,639 | $1.04 億 | 0.04% | +80,073+14.4% | 加碼 |
| US Bancorp | 634,536 | $1.03 億 | 0.14% | −1,881−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 617,454 | $1.03 億 | 0.42% | +22,694+3.8% | 加碼 |
| Manning & Napier Advisors LLC | 627,125 | $1.02 億 | 1.16% | +528,398+535.2% | 加碼 |
| Susquehanna International Group, LLP | 614,847 | $9,999 萬 | 0.15% | +348,237+130.6% | 加碼 |
| Boston Trust Walden Corp | 592,196 | $9,631 萬 | 0.68% | −769−0.1% | 減碼 |
| Teacher Retirement System of Texas | 588,492 | $9,571 萬 | 0.35% | +133,740+29.4% | 加碼 |
| Capital Research Global Investors | 581,589 | $9,458 萬 | 0.02% | +460,708+381.1% | 加碼 |
| Truist Financial Corp | 577,324 | $9,389 萬 | 0.15% | −28,663−4.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 572,859 | $9,316 萬 | 0.27% | −433,494−43.1% | 減碼 |
| Fifth Third Bancorp | 572,077 | $9,304 萬 | 0.34% | −31,048−5.1% | 減碼 |
| Woodline Partners LP | 563,607 | $9,166 萬 | 0.62% | +563,607 | 新進 |
| Squarepoint Ops LLC | 558,675 | $9,086 萬 | 0.23% | +500,624+862.4% | 加碼 |
| Glenmede Trust Co NA | 553,617 | $9,003 萬 | 0.46% | −32,122−5.5% | 減碼 |
| Aviva PLC | 532,611 | $8,662 萬 | 0.22% | −9,730−1.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 527,018 | $8,573 萬 | 0.42% | +38,974+8.0% | 加碼 |
| Nisa Investment Advisors, LLC | 520,924 | $8,472 萬 | 0.33% | +262,689+101.7% | 加碼 |
| Erste Asset Management GmbH | 506,279 | $8,380 萬 | 1.03% | +53,114+11.7% | 加碼 |
| Natixis | 513,567 | $8,352 萬 | 0.57% | +268,004+109.1% | 加碼 |
| Two Sigma Advisers, LP | 511,100 | $8,312 萬 | 0.19% | +451,400+756.1% | 加碼 |
| Schroder Investment Management Group | 507,537 | $8,305 萬 | 0.08% | −41,875−7.6% | 減碼 |
| Argent Capital Management LLC | 507,990 | $8,261 萬 | 2.33% | −8,976−1.7% | 減碼 |
| XN LP | 496,408 | $8,073 萬 | 3.53% | −357,667−41.9% | 減碼 |
| Guggenheim Capital LLC | 488,341 | $7,942 萬 | 0.65% | −38,303−7.3% | 減碼 |
| Renaissance Technologies LLC | 487,648 | $7,931 萬 | 0.12% | +487,648 | 新進 |
| Lazard Freres Gestion S.A.S. | 486,201 | $7,907 萬 | 1.58% | +74,118+18.0% | 加碼 |
| Retirement Systems of Alabama | 485,625 | $7,898 萬 | 0.29% | −3,291−0.7% | 減碼 |
| Blue Whale Capital LLP | 482,211 | $7,842 萬 | 5.82% | −275,191−36.3% | 減碼 |
| Rockefeller Capital Management L.P. | 475,045 | $7,727 萬 | 0.20% | −183,362−27.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 470,450 | $7,651 萬 | 0.05% | −5,428−1.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 469,148 | $7,630 萬 | 0.23% | −11,757−2.4% | 減碼 |
| HighTower Advisors, LLC | 467,668 | $7,606 萬 | 0.10% | −19,259−4.0% | 減碼 |
| State of Wisconsin Investment Board | 467,413 | $7,602 萬 | 0.20% | −19,963−4.1% | 減碼 |
| Polar Asset Management Partners Inc. | 461,000 | $7,497 萬 | 1.11% | +461,000 | 新進 |
| Raiffeisen Bank International AG | 451,940 | $7,386 萬 | 1.12% | +451,940 | 新進 |
| Candriam Luxembourg S.C.A. | 450,304 | $7,323 萬 | 0.42% | −13,141−2.8% | 減碼 |
| Zurich Insurance Group Ltd | 448,393 | $7,292 萬 | 0.59% | −5,443−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 445,253 | $7,241 萬 | 0.06% | +33,574+8.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 441,386 | $7,178 萬 | 0.76% | +441,386 | 新進 |
| Treasurer of the State of North Carolina | 429,111 | $6,979 萬 | 0.27% | +2,429+0.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 429,094 | $6,978 萬 | 0.42% | +421,909+5,872.1% | 加碼 |
| Findlay Park Partners LLP | 427,200 | $6,948 萬 | 0.69% | +17,600+4.3% | 加碼 |
| Credit Agricole S A | 422,594 | $6,873 萬 | 0.23% | −207,629−32.9% | 減碼 |
| Marshall Wace, LLP | 413,436 | $6,724 萬 | 0.08% | +413,436 | 新進 |
| Abn Amro Investment Solutions | 403,834 | $6,568 萬 | 1.22% | −36,823−8.4% | 減碼 |
| Public Employees Retirement System of Ohio | 399,850 | $6,503 萬 | 0.22% | +399,850 | 新進 |
| Holocene Advisors, LP | 389,000 | $6,326 萬 | 0.21% | +389,000 | 新進 |
| Zacks Investment Management | 388,274 | $6,314 萬 | 0.58% | −29,075−7.0% | 減碼 |
| CI Private Wealth, LLC | 389,395 | $6,306 萬 | 0.10% | −798−0.2% | 減碼 |
| ING Groep NV | 384,431 | $6,252 萬 | 0.42% | +90,146+30.6% | 加碼 |
| Bristol Gate Capital Partners Inc. | 383,628 | $6,239 萬 | 3.04% | +3,108+0.8% | 加碼 |
| KLP Kapitalforvaltning AS | 382,141 | $6,215 萬 | 0.29% | +382,141 | 新進 |
| UniSuper Management Pty Ltd | 378,192 | $6,151 萬 | 0.44% | −138,476−26.8% | 減碼 |
| QRG Capital Management, Inc. | 376,011 | $6,115 萬 | 0.63% | −3,914−1.0% | 減碼 |
| CIBC Asset Management Inc | 373,893 | $6,077 萬 | 0.20% | +110,307+41.8% | 加碼 |
| Analog Century Management LP | 364,803 | $5,933 萬 | 3.97% | +52,258+16.7% | 加碼 |
| Crestwood Advisors Group LLC | 357,789 | $5,819 萬 | 1.09% | −2,523−0.7% | 減碼 |
| Handelsbanken Fonder AB | 356,894 | $5,804 萬 | 0.22% | +20,299+6.0% | 加碼 |
| Tocqueville Asset Management L.P. | 344,063 | $5,595 萬 | 0.88% | +6,241+1.8% | 加碼 |
| Commonwealth Equity Services, LLC | 343,463 | $5,586 萬 | 0.08% | +3,029+0.9% | 加碼 |
| Asset Management One Co.,Ltd. | 332,826 | $5,552 萬 | 0.19% | −3,464−1.0% | 減碼 |
| Whittier Trust Co | 332,530 | $5,408 萬 | 0.71% | −27,919−7.7% | 減碼 |
| Toronto Dominion Bank | 331,412 | $5,390 萬 | 0.10% | −126,409−27.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 328,262 | $5,339 萬 | 0.36% | +6,800+2.1% | 加碼 |
| Earnest Partners LLC | 324,843 | $5,283 萬 | 0.24% | −86,345−21.0% | 減碼 |
| Mediolanum International Funds Ltd | 323,263 | $5,277 萬 | 0.69% | −87,018−21.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 320,696 | $5,253 萬 | 0.08% | −304,865−48.7% | 減碼 |
| Ci Investments Inc. | 320,612 | $5,214 萬 | 0.20% | −301,389−48.5% | 減碼 |
| CIBC World Markets Inc. | 318,722 | $5,183 萬 | 0.12% | +85,531+36.7% | 加碼 |