AMAT
Applied Materials, Inc. · Technology · Semiconductors
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -0.5% · nouvelles positions nettes +0.5% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +8 | 536.71M | $385.24B | +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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passif) | 75.26M | +1.2% | $19.34B | 0.3% | ▲ Add | 3 | SEC ↗ ×24 |
| 3 | State Street Global Advisors ✦ (passif) | 37.93M | -0.6% | $9.75B | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 4 | Capital Research Global Investors | 32.71M | — | $8.41B | 1.6% | n/c | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ ×24 |
| 6 | Geode Capital Management ✦ (passif) | 18.61M | -11.1% | $4.77B | 0.3% | ▼ Trim | 7 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ ×19 |
| 8 | Norges Bank ✦ (passif) | 11.12M | Nouveau | $2.86B | 0.3% | New | 1 | SEC ↗ |
| 9 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ ×12 |
| 10 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ ×7 |
| 11 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ ×10 |
| 12 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ ×27 |
| 13 | Sanders Capital, LLC | 8.84M | — | $2.27B | 2.6% | n/c | 1 | SEC ↗ |
| 14 | Nuveen, LLC | 7.67M | — | $1.97B | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of America Corp /De/ | 6.87M | — | $1.77B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 16 | Goldman Sachs Group ✦ | 6.70M | +5.9% | $1.72B | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Deutsche Bank Ag\ | 6.42M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ ×17 |
| 18 | Alliancebernstein L.P. | 6.42M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 19 | Legal & General Group Plc | 6.37M | — | $1.64B | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 20 | Amundi | 6.25M | — | $1.61B | 0.5% | n/c | 1 | SEC ↗ ×13 |
| 21 | Coatue Management ✦ | 5.98M | +78.7% | $1.54B | 3.8% | ▲ Add | 2 | SEC ↗ ×7 |
| 22 | T. Rowe Price ✦ | 5.38M | +18.5% | $1.38B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 23 | Barclays Plc | 5.05M | — | $1.30B | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 24 | Hsbc Holdings Plc | 4.89M | — | $1.26B | 0.4% | n/c | 1 | SEC ↗ ×30 |
| 25 | Charles Schwab Investment… | 4.88M | — | $1.25B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.83M | -3.6% | $1.24B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 27 | DZ BANK AG Deutsche Zentral… | 4.05M | — | $1.04B | 0.9% | n/c | 1 | SEC ↗ ×7 |
| 28 | Capital International Investors | 3.77M | — | $970.01M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | American Century Companies Inc | 3.63M | — | $932.51M | 0.5% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.47M | -71.0% | $892.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×17 |
| 31 | UBS Group AG | 3.42M | — | $878.01M | 0.2% | n/c | 1 | SEC ↗ ×10 |
| 32 | Parnassus Investments, Llc | 3.23M | — | $829.34M | 2.2% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 3.18M | — | $817.46M | 0.2% | n/c | 1 | SEC ↗ ×14 |
| 34 | Victory Capital Management Inc | 3.10M | — | $796.44M | 0.5% | n/c | 1 | SEC ↗ |
| 35 | First Trust Advisors Lp | 3.02M | — | $774.94M | 0.6% | n/c | 1 | SEC ↗ |
| 36 | Swedbank AB | 2.96M | — | $761.70M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 37 | Dimensional Fund Advisors Lp | 2.91M | — | $747.86M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 38 | Pictet Asset Management Holding SA | 2.85M | — | $731.60M | 0.7% | n/c | 1 | SEC ↗ |
| 39 | Boston Partners | 2.77M | — | $719.53M | 0.7% | n/c | 1 | SEC ↗ ×4 |
| 40 | Royal Bank Of Canada | 2.79M | — | $718.17M | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 41 | Capital World Investors ✦ | 2.77M | -25.5% | $712.49M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 2.48M | +599.2% | $636.11M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Nordea Investment Management Ab | 2.24M | — | $580.55M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 44 | Swiss National Bank | 2.18M | — | $561.01M | 0.3% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 2.15M | — | $553.52M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 46 | California Public Employees… | 2.06M | — | $529.09M | 0.3% | n/c | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 2.05M | — | $527.35M | 0.3% | n/c | 1 | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 1.97M | — | $506.39M | 0.3% | n/c | 1 | SEC ↗ |
| 49 | National Pension Service | 1.94M | — | $497.44M | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Assenagon Asset Management S.A. | 1.92M | — | $492.76M | 0.7% | n/c | 1 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 1.89M | — | $484.54M | 1.3% | n/c | 1 | SEC ↗ |
| 52 | Canada Pension Plan Investment Board | 1.87M | — | $481.25M | 0.3% | n/c | 1 | SEC ↗ |
| 53 | Mitsubishi UFJ Asset Management… | 1.77M | — | $475.04M | 0.3% | n/c | 1 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 1.78M | — | $456.80M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 55 | ProShare Advisors LLC | 1.55M | — | $398.63M | 0.7% | n/c | 1 | SEC ↗ |
| 56 | Robeco Institutional Asset… | 1.47M | — | $378.83M | 0.5% | n/c | 1 | SEC ↗ |
| 57 | Rhumbline Advisers | 1.43M | — | $366.77M | 0.3% | n/c | 1 | SEC ↗ |
| 58 | Allianz Asset Management GmbH | 1.33M | — | $341.87M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 59 | BNP Paribas Asset Management… | 1.30M | — | $334.64M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 60 | Raymond James Financial Inc | 1.27M | — | $326.10M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 61 | California State Teachers… | 1.26M | — | $323.56M | 0.3% | n/c | 1 | SEC ↗ |
| 62 | Ensign Peak Advisors, Inc | 1.24M | — | $319.06M | 0.6% | n/c | 1 | SEC ↗ |
| 63 | PRIMECAP Management ✦ | 1.23M | -22.1% | $317.08M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 64 | Bank Julius Baer & Co. Ltd, Zurich | 1.22M | — | $313.56M | 0.9% | n/c | 1 | SEC ↗ |
| 65 | Td Asset Management Inc | 1.22M | — | $312.35M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 66 | Susquehanna International Group, Llp | 1.18M | — | $304.51M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 67 | Russell Investments Group, Ltd. | 1.17M | — | $300.22M | 0.3% | n/c | 1 | SEC ↗ ×22 |
| 68 | Neuberger Berman Group LLC | 1.14M | — | $292.70M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 69 | Marshall Wace ✦ | 1.08M | +624.6% | $276.65M | 0.3% | ▲ Add | 5 | SEC ↗ ×3 |
| 70 | Manufacturers Life Insurance… | 1.06M | — | $272.87M | 0.2% | n/c | 1 | SEC ↗ |
| 71 | Credit Agricole S A | 1.05M | — | $269.67M | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 72 | Bank Of Montreal /Can/ | 1.03M | — | $264.51M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 73 | Envestnet Asset Management Inc | 1.02M | — | $262.15M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 984.68K | — | $253.03M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 75 | Principal Financial Group Inc | 973.77K | — | $250.25M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 76 | Universal- Beteiligungs- und… | 961.22K | — | $246.92M | 0.4% | n/c | 1 | SEC ↗ |
| 77 | Healthcare Of Ontario Pension Plan… | 949.48K | — | $244.01M | 0.4% | n/c | 1 | SEC ↗ |
| 78 | Millennium Management ✦ | 931.84K | +182.8% | $239.47M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 79 | New York State Common Retirement… | 910.53K | — | $234.00M | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Hrt Financial Lp | 910.44K | — | $233.97M | 0.7% | n/c | 1 | SEC ↗ |
| 81 | Tiger Global Management ✦ | 895.20K | 0.0% | $230.06M | 0.8% | Held | 7 | SEC ↗ |
| 82 | Caisse De Depot Et Placement Du… | 850.53K | — | $218.58M | 0.4% | n/c | 1 | SEC ↗ |
| 83 | LPL Financial LLC | 841.40K | — | $216.23M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Janus Henderson Group Plc | 830.22K | — | $213.28M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 85 | Mirae Asset Global Investments Co.… | 799.47K | — | $205.46M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 86 | Stifel Financial Corp | 786.31K | — | $202.10M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 87 | Nomura Asset Management Co Ltd | 728.64K | — | $187.25M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 88 | Corient Private Wealth LP | 1.47M | — | $183.36M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 89 | Aberdeen Group plc | 712.00K | — | $182.98M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 90 | State Board Of Administration Of… | 698.52K | — | $179.51M | 0.3% | n/c | 1 | SEC ↗ |
| 91 | Jane Street Group, Llc | 696.64K | — | $179.03M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 92 | Aviva Plc | 695.74K | — | $178.80M | 0.3% | n/c | 1 | SEC ↗ |
| 93 | Korea Investment CORP | 683.75K | — | $175.72M | 0.3% | n/c | 1 | SEC ↗ |
| 94 | Balyasny Asset Management L.P. | 645.51K | — | $165.89M | 0.3% | n/c | 1 | SEC ↗ |
| 95 | Adage Capital Partners ✦ | 641.73K | -4.2% | $164.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 96 | Creative Planning | 606.13K | — | $155.77M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 595.99K | — | $153.32M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 98 | Us Bancorp \De\ | 593.40K | — | $152.50M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 99 | Nomura Asset Management… | 568.10K | — | $145.99M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 100 | Focus Partners Wealth | 565.40K | — | $143.29M | 0.2% | n/c | 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
| Norges Bank | $2.86B | 0.3% |
Sorti(e)
| Soros Fund Management | $11.36M | était 0.3% |
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.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer · 725 act. · $394,807
Director · 1.00K act. · $465,000
Officer · 7.50K act. · $3.59M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie