Skip to content

应用材料

US · AMAT #40 按市值排名 上市于 1978
409.29 -20.72 -4.82%
实时 - 追踪5344个代码 - 心跳于528秒前 · 2026-10-16 20:01

✦ 量化股权信号 计算方式说明

减持
  • 最近一期（2026/Q3）披露持股的机构数量减少了4家。
  • 机构持股总比例下降了0.1个百分点。

机构持股

机构持股比例
85.57% -0.14pp
机构数量
4,024 -4
数据截至
2026/Q3 较上一报告期

持股变动 vs 资金流向

方向一致

机构在上一报告期减持了股份，同时该股在最近20个交易日的主力资金呈净流出——两者方向一致。

机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。

持股人类型

Mutual Fund71.13%
Public Company4.41%
Hedge Fund2.86%
Government Pension Fund2.48%
Private Company1.98%
Sovereign Wealth Fund1.51%
Insurance Company0.38%
Family Office/Trust0.36%
Individual/Insider0.26%
Other14.64%

主要股东 截至 2026-06-30

BlackRock 10.11% · 80.21M 股
Vanguard Capital Management, LLC 7.11% · 56.41M 股
State Street Global Advisors 4.82% · 38.24M 股
Capital Research 3.38% · 26.81M 股
Invesco Capital Management LLC 3.16% · 25.07M 股
Other 71.43%
Geode Capital Management, LLC 2.77% · 22.01M 股
Vanguard Portfolio Management, LLC 2.34% · 18.55M 股
UBS Asset Management 1.65% · 13.13M 股
T. Rowe Price Group, Inc. 1.59% · 12.63M 股
Norges Bank Investment Management 1.42% · 11.31M 股

条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。

内部人持股

共追踪50份申报 · 15次买入 · 35次卖出

姓名职务持股比例
Gary Dickerson Chief Executive Officer 0.15%
Prabu Raja President of Semiconductor Products Group 0.04%
Aart de Geus Independent Director 0.01%
Omkaram Nalamasu Senior VP, CTO & Chair of the Growth Technical Advisory Board 0.01%
Timothy Deane Group Vice President of Applied Global Services 0.01%
Brice Hill SVP, CFO & leads Global Information Services 0.01%
Teri Little Chief Legal Officer 0.01%
Thomas IannoTti Independent Chairperson 0.01%
Judy Bruner Independent Director 0.00%
Scott McGregor Independent Director 0.00%

内部人交易 最近的 Form 4 申报记录

日期姓名职务类型股数价格
2026-10-01 Adam Sanders Chief Accounting Officer Open Market Disposition -725 $544.56
2026-09-30 Timothy Deane Group Vice President of Applied Global Services Sale to Issuer -2,644 $529.30
2026-09-30 Adam Sanders Chief Accounting Officer Sale to Issuer -269 $529.30
2026-09-07 Judy Bruner Independent Director Open Market Disposition -1,000 $465.00
2026-08-26 Akash Palkhiwala Director Other Acquisition +279 --
2026-08-24 Brice Hill SVP, CFO & leads Global Information Services Open Market Disposition -7,500 $479.25
2026-06-30 Adam Sanders Chief Accounting Officer Sale to Issuer -125 $650.91
2026-06-29 Gary Dickerson Chief Executive Officer Open Market Disposition -78,321 $700.21–736.05
2026-06-17 Prabu Raja President of Semiconductor Products Group Open Market Disposition -10,000 $633.53
2026-06-15 Gary Dickerson Chief Executive Officer Open Market Disposition -83,000 $590.03–599.35
2026-06-15 Gary Dickerson Chief Executive Officer Other Disposition -17,000 --
2026-06-15 Thomas IannoTti Independent Chairperson Other Disposition -750 --
2026-06-15 Thomas IannoTti Independent Chairperson Open Market Disposition -9,250 $599.77
2026-06-15 Omkaram Nalamasu Senior VP, CTO & Chair of the Growth Technical Advisory Board Open Market Disposition -35,000 $590.20–596.52
2026-06-14 Omkaram Nalamasu Senior VP, CTO & Chair of the Growth Technical Advisory Board Intent to Sell (Form 144) -35,000 $590.00
2026-06-14 Timothy Deane Group Vice President of Applied Global Services Other Disposition -1,545 --
2026-06-14 Timothy Deane Group Vice President of Applied Global Services Open Market Disposition -8,621 $590.76
2026-06-03 Prabu Raja President of Semiconductor Products Group Open Market Disposition -50,000 $504.66–507.06
2026-06-02 Brice Hill SVP, CFO & leads Global Information Services Open Market Disposition -2,500 $498.86
2026-05-25 Judy Bruner Independent Director Open Market Disposition -1,128 $450.00

Form 4 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。

报价时间 2026-10-16 20:01:23 · 仅供参考，不构成投资建议，也未考虑您的具体情况。

应用材料 讨论区 1 条评论

  1. china exposure is the risk everyone brings up but the order book outside china looks healthy on its own. equipment names always lag the chip names at turns, worth remembering that.

    Reply

发表评论