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 3,519 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 |
|---|---|---|---|---|---|
| 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 |
| FORA Capital, LLC | 83,842 | $1,364 萬 | 1.56% | +83,842 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 83,568 | $1,359 萬 | 0.04% | −5,006−5.7% | 減碼 |
| Maple Capital Management, Inc. | 83,288 | $1,355 萬 | 1.00% | +14,419+20.9% | 加碼 |
| Blair William & Co | 83,064 | $1,351 萬 | 0.04% | +310+0.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 82,150 | $1,336 萬 | 0.31% | −1,587−1.9% | 減碼 |
| FRG Family Wealth Advisors LLC | 82,061 | $1,335 萬 | 2.42% | −14,079−14.6% | 減碼 |
| LVM Capital Management Ltd | 81,220 | $1,321 萬 | 1.42% | +1,892+2.4% | 加碼 |
| Quantitative Investment Management, LLC | 81,060 | $1,318 萬 | 0.99% | +48,276+147.3% | 加碼 |
| D.A. Davidson & Co. | 80,389 | $1,307 萬 | 0.11% | +10,602+15.2% | 加碼 |
| Brown Advisory Inc | 79,242 | $1,289 萬 | 0.02% | +7,328+10.2% | 加碼 |
| Managed Asset Portfolios, LLC | 78,558 | $1,278 萬 | 1.89% | +7,432+10.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 78,410 | $1,275 萬 | 0.11% | −8,538−9.8% | 減碼 |
| Mizuho Securities USA LLC | 78,135 | $1,271 萬 | 0.23% | +24,445+45.5% | 加碼 |
| Hosking Partners LLP | 77,950 | $1,268 萬 | 0.50% | +11,385+17.1% | 加碼 |
| Railway Pension Investments Ltd | 77,168 | $1,255 萬 | 0.17% | −158,100−67.2% | 減碼 |
| Capstone Investment Advisors, LLC | 77,104 | $1,254 萬 | 0.12% | +72,377+1,531.1% | 加碼 |
| Nepsis, Inc. | 146,994 | $1,249 萬 | 3.30% | +65,086+79.5% | 加碼 |
| Cornerstone Advisors, LLC | 76,300 | $1,241 萬 | 0.49% | +24,600+47.6% | 加碼 |
| Itau Unibanco Holding S.A. | 75,645 | $1,230 萬 | 0.39% | +75,645 | 新進 |
| Callahan Advisors, LLC | 75,287 | $1,224 萬 | 1.15% | +761+1.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 75,233 | $1,224 萬 | 0.26% | −3,457−4.4% | 減碼 |
| Grimes & Company, Inc. | 74,931 | $1,219 萬 | 0.35% | +557+0.7% | 加碼 |
| Penserra Capital Management LLC | 73,702 | $1,198 萬 | 0.22% | +47,283+179.0% | 加碼 |
| Oppenheimer & Co Inc | 72,592 | $1,181 萬 | 0.18% | +17,769+32.4% | 加碼 |
| Gabelli Funds LLC | 72,177 | $1,174 萬 | 0.09% | −57,975−44.5% | 減碼 |
| TownSquare Capital, LLC | 71,577 | $1,164 萬 | 0.13% | +9,672+15.6% | 加碼 |
| La Banque Postale Asset Management SA | 71,080 | $1,156 萬 | 0.16% | −5,529−7.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 70,639 | $1,149 萬 | 0.21% | −243−0.3% | 減碼 |
| Goodnow Investment Group, LLC | 70,110 | $1,140 萬 | 1.12% | +70,110 | 新進 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,138 萬 | 0.23% | 00.0% | 不變 |
| Larson Financial Group LLC | 69,779 | $1,135 萬 | 0.59% | −1,431−2.0% | 減碼 |
| Soros Capital Management LLC | 69,457 | $1,130 萬 | 1.77% | −12,681−15.4% | 減碼 |
| Vident Advisory, LLC | 68,972 | $1,122 萬 | 0.20% | −8,080−10.5% | 減碼 |
| Jacobs & Co | 68,673 | $1,117 萬 | 1.14% | +2,690+4.1% | 加碼 |
| Cullinan Associates Inc | 68,574 | $1,115 萬 | 0.72% | −20,008−22.6% | 減碼 |
| RMB Capital Management, LLC | 68,012 | $1,106 萬 | 0.25% | −597−0.9% | 減碼 |
| WoodTrust Financial Corp | 67,754 | $1,102 萬 | 1.55% | −161−0.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,341 | $1,095 萬 | 0.30% | +7,352+12.3% | 加碼 |
| Hollencrest Capital Management | 67,117 | $1,092 萬 | 0.44% | 00.0% | 不變 |
| Holderness Investments Co | 65,951 | $1,073 萬 | 2.37% | −1,970−2.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 62,966 | $1,072 萬 | 0.13% | +20,277+47.5% | 加碼 |
| Roanoke Asset Management Corp | 65,605 | $1,067 萬 | 3.44% | +550+0.8% | 加碼 |
| F&V Capital Management, LLC | 65,080 | $1,058 萬 | 2.79% | +465+0.7% | 加碼 |
| Steel Peak Wealth Management LLC | 65,065 | $1,058 萬 | 0.44% | −76,839−54.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 64,817 | $1,054 萬 | 0.29% | −6,643−9.3% | 減碼 |
| EP Wealth Advisors, LLC | 64,369 | $1,047 萬 | 0.09% | −5,848−8.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 64,282 | $1,045 萬 | 0.26% | −731−1.1% | 減碼 |
| Captrust Financial Advisors | 63,640 | $1,035 萬 | 0.03% | +7,949+14.3% | 加碼 |
| Foundry Partners, LLC | 62,580 | $1,018 萬 | 0.51% | −12,028−16.1% | 減碼 |
| Global X Japan Co., Ltd. | 62,135 | $1,011 萬 | 1.26% | +2,910+4.9% | 加碼 |
| Investment Management Corp of Ontario | 61,844 | $1,006 萬 | 0.33% | −23,194−27.3% | 減碼 |
| General American Investors Co Inc | 61,652 | $1,003 萬 | 0.72% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 61,531 | $1,001 萬 | 1.51% | −7,624−11.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 61,484 | $999.9 萬 | 0.36% | +38,429+166.7% | 加碼 |
| CWM, LLC | 61,218 | $995.6 萬 | 0.04% | −1,695−2.7% | 減碼 |
| Isthmus Partners, LLC | 61,032 | $992.6 萬 | 1.21% | +1,420+2.4% | 加碼 |
| Gateway Investment Advisers LLC | 60,184 | $978.8 萬 | 0.11% | −2,778−4.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 60,178 | $978.7 萬 | 1.44% | +1,256+2.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 59,491 | $967.5 萬 | 0.04% | +57,913+3,670.0% | 加碼 |
| Congress Wealth Management LLC | 59,104 | $961.2 萬 | 0.13% | −27,250−31.6% | 減碼 |
| Banque Pictet & Cie SA | 59,198 | $958.4 萬 | 0.09% | +4,599+8.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 58,955 | $955.0 萬 | 0.44% | +7,627+14.9% | 加碼 |
| IMC-Chicago, LLC | 58,682 | $954.3 萬 | 0.26% | +58,682 | 新進 |
| ABN AMRO Bank N.V. | 58,826 | $946.7 萬 | 0.13% | −292,284−83.2% | 減碼 |
| First Citizens Bank & Trust Co | 58,209 | $946.7 萬 | 0.17% | +625+1.1% | 加碼 |
| SP Asset Management LLC | 58,200 | $946.5 萬 | 0.79% | +37,071+175.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 58,107 | $945.0 萬 | 0.50% | 00.0% | 不變 |
| Four Tree Island Advisory LLC | 57,819 | $940.3 萬 | 6.50% | +57,819 | 新進 |
| Oppenheimer Asset Management Inc. | 57,586 | $936.5 萬 | 0.11% | +4,947+9.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 57,453 | $934.4 萬 | 0.13% | −404−0.7% | 減碼 |
| Westpac Banking Corp | 57,386 | $933.3 萬 | 0.62% | +5,421+10.4% | 加碼 |
| Bard Financial Services, Inc. | 57,280 | $931.5 萬 | 1.12% | +150+0.3% | 加碼 |
| Intech Investment Management LLC | 57,221 | $930.6 萬 | 0.09% | +22,842+66.4% | 加碼 |
| Bogart Wealth, LLC | 57,067 | $928.1 萬 | 0.44% | +8,637+17.8% | 加碼 |
| Phoenix Holdings Ltd. | 56,920 | $925.8 萬 | 0.13% | −19,411−25.4% | 減碼 |
| Kentucky Retirement Systems | 56,898 | $925.3 萬 | 0.27% | −783−1.4% | 減碼 |
| Mizuho Markets Americas LLC | 56,630 | $921.0 萬 | 0.18% | +56,630 | 新進 |
| Williams Jones Wealth Management, LLC. | 56,365 | $916.7 萬 | 0.11% | −109,443−66.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 56,076 | $912.0 萬 | 0.58% | −364−0.6% | 減碼 |
| Colonial Trust Advisors | 56,041 | $911.4 萬 | 0.81% | −268−0.5% | 減碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $910.7 萬 | 2.39% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 55,887 | $908.9 萬 | 0.14% | −472−0.8% | 減碼 |
| Burney Co | 55,620 | $904.5 萬 | 0.32% | +979+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 55,205 | $897.8 萬 | 0.05% | +3,914+7.6% | 加碼 |
| Talos Asset Management LP | 55,200 | $897.7 萬 | 2.12% | +55,200 | 新進 |
| Mission Wealth Management, LP | 54,452 | $885.6 萬 | 0.21% | −16,205−22.9% | 減碼 |
| Capital International Sarl | 54,011 | $878.4 萬 | 0.20% | +28,228+109.5% | 加碼 |
| Engineers Gate Manager LP | 53,540 | $870.7 萬 | 0.15% | +44,586+497.9% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 53,530 | $869.8 萬 | 0.69% | +53,530 | 新進 |
| Greenwich Wealth Management LLC | 53,205 | $865.3 萬 | 0.61% | +81+0.2% | 加碼 |
| Kames Capital plc | 53,192 | $865.1 萬 | 0.11% | −1,957−3.5% | 減碼 |
| Glassy Mountain Advisors, Inc. | 53,047 | $862.7 萬 | 2.95% | −416−0.8% | 減碼 |
| Andra AP-fonden | 53,000 | $861.9 萬 | 0.14% | −293,800−84.7% | 減碼 |
| Buckingham Capital Management, Inc. | 52,789 | $858.5 萬 | 0.98% | +710+1.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 52,729 | $857.5 萬 | 0.16% | −76,219−59.1% | 減碼 |
| SFMG, LLC | 52,443 | $852.9 萬 | 0.67% | −2,524−4.6% | 減碼 |
| Torray LLC | 52,284 | $850.3 萬 | 1.22% | 00.0% | 不變 |
| Hartford Investment Management Co | 50,967 | $828.9 萬 | 0.27% | −1,130−2.2% | 減碼 |