AMAT
Applied Materials, Inc. · Technology · Semiconductors
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -0.5% · новые чистые позиции +0.5% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (пассивный) | 76.78M | +0.4% | $19.73B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (пассивный) | 37.93M | -0.6% | $9.75B | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 8 | Capital Research Global Investors | 32.71M | — | $8.41B | 1.6% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 16 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 20 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 21 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 22 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 25 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 26 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 27 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 28 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 29 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 30 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 31 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 32 | Invesco Ltd. | 25.88M | — | $6.65B | 0.6% | n/c | 1 | SEC ↗ |
| 33 | Geode Capital Management ✦ (пассивный) | 18.61M | -11.1% | $4.77B | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 34 | Geode Capital Management ✦ (пассивный) | 18.61M | -11.1% | $4.77B | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 11.47M | +3.4% | $2.95B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Norges Bank ✦ (пассивный) | 11.12M | Новый | $2.86B | 0.3% | New | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 10.69M | — | $2.75B | 0.6% | n/c | 1 | SEC ↗ |
| 67 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 68 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 69 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 70 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 71 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 10.29M | — | $2.65B | 0.6% | n/c | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 75 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 82 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Northern Trust Corp | 9.00M | — | $2.31B | 0.3% | n/c | 1 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 8.95M | — | $2.30B | 0.4% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $2.86B | 0.3% |
Закрыто
| Soros Fund Management | $11.36M | составлял 0.3% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,907 держатели, 620.54M акции, $201.72B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.