Fiche du titre · trimestre archivé
AMAT
Applied Materials, Inc. · Technology · Semiconductors
24Détenteurs suivis
0Δ détenteurs
245.31MActions détenues
$44.90BValeur déclarée
+3Nouvelles positions
−3Sorties
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -4.6% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +8 | 536.51M | $384.54B | +11 | −2 |
| Q1 2026 | 185 | -2 | 517.45M | $176.18B | +1 | −4 |
| Q4 2025 | 186 | 0 | 555.01M | $142.46B | +2 | −1 |
| Q3 2025 | 30 | +4 | 262.65M | $53.76B | +4 | −1 |
| Q2 2025 | 24 | 0 | 245.31M | $44.90B | +3 | −3 |
| Q1 2025 | 21 | +1 | 99.47M | $14.43B | +1 | — |
| Q4 2024 | 20 | +1 | 101.53M | $16.51B | +2 | −1 |
| Q3 2024 | 18 | 0 | 60.62M | $12.24B | — | — |
| Q2 2024 | 18 | — | 70.66M | $16.67B | — | — |
Qui le détient · Q2 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 77.29M | — | $14.15B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 75.26M | — | $13.78B | 0.3% | n/c | 1 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passif) | 38.92M | +1.0% | $7.13B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 21.03M | +2.0% | $3.84B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 21.03M | +2.0% | $3.84B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 34 | Norges Bank ✦ (passif) | 8.76M | -16.2% | $1.60B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 8.48M | +52.1% | $1.55B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 8.48M | +52.1% | $1.55B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 5.06M | — | $926.99M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Capital World Investors ✦ | 3.92M | -67.9% | $717.33M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | PRIMECAP Management ✦ | 1.75M | -28.7% | $320.38M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 1.09M | +60.0% | $200.15M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 53 | Tiger Global Management ✦ | 895.20K | 0.0% | $163.88M | 0.5% | Held | 5 | SEC ↗ |
| 54 | Adage Capital Partners ✦ | 806.13K | +1.0% | $147.58M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 707.09K | -78.2% | $129.45M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 707.09K | -78.2% | $129.45M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 57 | Millennium Management ✦ | 408.65K | -78.9% | $74.81M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 58 | Fisher Asset Management ✦ | 289.99K | -31.3% | $53.09M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Wellington Management ✦ | 196.35K | +110.5% | $35.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Wellington Management ✦ | 196.35K | +110.5% | $35.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Wellington Management ✦ | 196.35K | +110.5% | $35.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 165.34K | +33.3% | $30.27M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 128.00K | Nouveau | $23.43M | 0.1% | New | 1 | SEC ↗ |
| 64 | Soros Fund Management ✦ | 83.51K | +68.7% | $15.29M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 65 | Two Sigma Investments ✦ | 23.60K | -97.4% | $4.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | GAMCO Investors ✦ | 21.49K | +43.0% | $3.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Markel Group ✦ | 16.50K | Nouveau | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 68 | Marshall Wace ✦ | 10.00K | -67.6% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Marshall Wace ✦ | 10.00K | -67.6% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Harris Associates (Oakmark) ✦ | 2.20K | Nouveau | $402,754 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $23.43M | 0.1% |
| Markel Group | $3.02M | 0.0% |
| Harris Associates (Oakmark) | $402,754 | 0.0% |
Sorti(e)
| Citadel Advisors | $43.92M | était 0.0% |
| Renaissance Technologies | $16.30M | était 0.0% |
| Bridgewater Associates | $917,158 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,907 détenteurs, 620.54M actions, $201.72B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2025 ·
Méthodologie ·
Obtenir via l'API