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、3 筆賣出；2026 年第 2 季末有 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2026 年第 2 季 13F 持有人
Applied Materials Inc 在 2026/6/30 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
- 3,518
- 較 2026 年第 1 季 +597 家
- 持有股數
- 6.65 億
- 較 2026 年第 1 季 +2,337 萬 (+3.6%)
- 總市值
- $4,776 億
- 較 2026 年第 1 季 +$2,589 億 (+118.4%)
- 新進機構
- 715
- 另有 1,085 家加碼
- 清倉機構
- 118
- 另有 1,356 家減碼
另有 34 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 80,212,518 | $579.9 億 | 0.86% | +1,237,685+1.6% | 加碼 |
| Vanguard Capital Management LLC | 51,848,358 | $374.9 億 | 0.80% | +270,559+0.5% | 加碼 |
| State Street Corp | 38,240,019 | $276.5 億 | 0.82% | +733,069+2.0% | 加碼 |
| Invesco Ltd. | 28,265,844 | $204.4 億 | 1.62% | +1,900,254+7.2% | 加碼 |
| Capital Research Global Investors | 22,159,097 | $160.2 億 | 2.23% | −7,296,327−24.8% | 減碼 |
| Geode Capital Management, LLC | 22,007,983 | $158.8 億 | 0.85% | +86,185+0.4% | 加碼 |
| Vanguard Portfolio Management LLC | 18,553,307 | $134.1 億 | 0.60% | +1,291,611+7.5% | 加碼 |
| Morgan Stanley | 13,523,832 | $97.8 億 | 0.52% | +1,679,951+14.2% | 加碼 |
| JPMorgan Chase & Co | 13,886,053 | $96.5 億 | 0.56% | +8,961,198+182.0% | 加碼 |
| Price T Rowe Associates Inc | 12,627,555 | $91.3 億 | 0.91% | +6,564,630+108.3% | 加碼 |
| Norges Bank | 11,305,788 | $81.7 億 | 0.81% | +11,305,788 | 新進 |
| UBS Asset Management Americas Inc | 9,412,435 | $68.1 億 | 1.24% | −584,773−5.8% | 減碼 |
| FMR LLC | 9,274,335 | $67.1 億 | 0.29% | +2,876,511+45.0% | 加碼 |
| Goldman Sachs Group Inc | 8,904,389 | $64.4 億 | 0.68% | +1,042,661+13.3% | 加碼 |
| Northern Trust Corp | 8,867,150 | $64.1 億 | 0.75% | +78,798+0.9% | 加碼 |
| Amundi | 7,808,207 | $56.5 億 | 1.36% | +1,246,876+19.0% | 加碼 |
| Van Eck Associates Corp | 7,713,599 | $55.8 億 | 3.40% | +1,073,879+16.2% | 加碼 |
| Bank of America Corp | 7,265,371 | $52.5 億 | 0.34% | +1,879,768+34.9% | 加碼 |
| Bank of New York Mellon Corp | 7,021,201 | $50.8 億 | 0.83% | −1,578,438−18.4% | 減碼 |
| Ameriprise Financial Inc | 6,397,369 | $46.2 億 | 0.94% | −2,544,655−28.5% | 減碼 |
| Nuveen, LLC | 6,112,926 | $44.2 億 | 1.05% | +111,995+1.9% | 加碼 |
| Sanders Capital, LLC | 6,094,372 | $44.1 億 | 4.41% | −80,800−1.3% | 減碼 |
| Legal & General Group Plc | 6,091,952 | $44.0 億 | 0.92% | −319,840−5.0% | 減碼 |
| Charles Schwab Investment Management Inc | 4,969,702 | $35.9 億 | 0.48% | +32,141+0.7% | 加碼 |
| Vanguard Fiduciary Trust Co | 4,560,642 | $33.0 億 | 0.73% | +61,332+1.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,269,862 | $30.9 億 | 2.43% | −278,113−6.1% | 減碼 |
| Coatue Management LLC大師Coatue | 4,213,483 | $30.5 億 | 6.26% | −1,034,719−19.7% | 減碼 |
| Deutsche Bank AG | 3,997,687 | $28.9 億 | 0.84% | −2,497,034−38.4% | 減碼 |
| UBS Group AG | 3,718,754 | $26.9 億 | 0.43% | +502,899+15.6% | 加碼 |
| Barclays PLC | 3,443,414 | $24.9 億 | 0.79% | −896,321−20.7% | 減碼 |
| Franklin Resources Inc | 3,368,605 | $24.4 億 | 0.53% | +364,413+12.1% | 加碼 |
| American Century Companies Inc | 3,004,203 | $21.7 億 | 0.96% | −539,641−15.2% | 減碼 |
| Citigroup Inc | 2,896,473 | $20.9 億 | 0.97% | +413,177+16.6% | 加碼 |
| Swedbank AB | 2,893,202 | $20.9 億 | 1.80% | +56,078+2.0% | 加碼 |
| SG Americas Securities, LLC | 2,767,054 | $20.0 億 | 1.15% | +2,233,771+418.9% | 加碼 |
| Dimensional Fund Advisors LP | 2,691,332 | $19.5 億 | 0.35% | −161,315−5.7% | 減碼 |
| Capital World Investors | 2,683,846 | $19.4 億 | 0.23% | +973,217+56.9% | 加碼 |
| Boston Partners | 2,636,446 | $18.9 億 | 1.68% | −91,972−3.4% | 減碼 |
| Alliancebernstein L.P. | 5,426,770 | $18.5 億 | 0.61% | −39,506−0.7% | 減碼 |
| Parnassus Investments | 2,531,747 | $18.3 億 | 4.89% | −450,483−15.1% | 減碼 |
| First Trust Advisors LP | 2,462,125 | $17.8 億 | 1.05% | −127,132−4.9% | 減碼 |
| Swiss National Bank | 2,238,380 | $16.2 億 | 0.85% | −88,720−3.8% | 減碼 |
| Canada Pension Plan Investment Board | 2,234,458 | $16.2 億 | 0.89% | +129,337+6.1% | 加碼 |
| HSBC Holdings PLC | 2,151,066 | $15.6 億 | 0.75% | −87,952−3.9% | 減碼 |
| California Public Employees Retirement System | 2,139,430 | $15.5 億 | 0.87% | +286,612+15.5% | 加碼 |
| Royal Bank of Canada | 2,121,717 | $15.3 億 | 0.26% | −154,850−6.8% | 減碼 |
| Jupiter Topco LLC | 2,091,340 | $15.1 億 | 0.62% | +2,091,340 | 新進 |
| Pictet Asset Management Holding SA | 2,084,024 | $15.1 億 | 1.44% | −718,819−25.6% | 減碼 |
| Wells Fargo & Company | 2,080,426 | $15.0 億 | 0.26% | +264,307+14.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,034,179 | $14.7 億 | 0.81% | +145,129+7.7% | 加碼 |
| Nordea Investment Management AB | 1,999,444 | $14.6 億 | 1.19% | −43,845−2.1% | 減碼 |
| Acadian Asset Management LLC | 1,972,046 | $14.3 億 | 1.69% | −165,474−7.7% | 減碼 |
| Allianz Asset Management GmbH | 1,971,329 | $14.3 億 | 1.32% | +135,018+7.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,963,208 | $14.2 億 | 1.74% | +205,830+11.7% | 加碼 |
| National Pension Service | 1,962,051 | $14.2 億 | 0.91% | +9,763+0.5% | 加碼 |
| Rafferty Asset Management, LLC | 1,931,172 | $14.0 億 | 3.18% | +362,611+23.1% | 加碼 |
| Capital International Investors | 1,898,077 | $13.7 億 | 0.28% | −361,114−16.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,884,226 | $13.6 億 | 0.78% | +17,713+0.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,807,675 | $13.1 億 | 1.31% | +204,007+12.7% | 加碼 |
| Vanguard Global Advisers, LLC | 1,715,723 | $12.4 億 | 0.58% | −24,147−1.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,682,457 | $12.2 億 | 0.64% | −392,216−18.9% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,632,210 | $11.8 億 | 4.92% | −24,690−1.5% | 減碼 |
| Voya Investment Management LLC | 1,630,815 | $11.8 億 | 1.02% | −238,996−12.8% | 減碼 |
| Victory Capital Management Inc | 1,569,763 | $11.3 億 | 0.64% | −16,352−1.0% | 減碼 |
| Vanguard Asset Management, Ltd | 1,547,641 | $11.2 億 | 0.76% | +169,673+12.3% | 加碼 |
| Massachusetts Financial Services Co | 1,522,200 | $11.1 億 | 0.35% | +340,362+28.8% | 加碼 |
| Alkeon Capital Management LLC | 1,504,800 | $10.9 億 | 4.20% | +1,504,800 | 新進 |
| Bessemer Group Inc | 1,495,970 | $10.8 億 | 1.49% | +279,597+23.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,495,836 | $10.7 億 | 2.78% | +320,132+27.2% | 加碼 |
| Rhumbline Advisers | 1,419,788 | $10.3 億 | 0.77% | +29,803+2.1% | 加碼 |
| Raymond James Financial Inc | 1,343,194 | $9.71 億 | 0.26% | −52,995−3.8% | 減碼 |
| Nomura Asset Management Co Ltd | 1,269,847 | $9.18 億 | 1.96% | +72,669+6.1% | 加碼 |
| Russell Investments Group, Ltd. | 1,274,698 | $9.15 億 | 0.80% | +23,366+1.9% | 加碼 |
| Great West Life Assurance Co | 1,265,620 | $9.14 億 | 1.46% | −54,980−4.2% | 減碼 |
| KBC Group NV | 1,249,386 | $9.03 億 | 1.95% | +889,623+247.3% | 加碼 |
| First Manhattan Co | 1,240,454 | $8.97 億 | 2.29% | −264,971−17.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,224,807 | $8.86 億 | 1.26% | −41,516−3.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,207,737 | $8.73 億 | 5.34% | +1,207,737 | 新進 |
| California State Teachers Retirement System | 1,203,586 | $8.70 億 | 0.80% | −20,712−1.7% | 減碼 |
| Neuberger Berman Group LLC | 1,171,023 | $8.44 億 | 0.56% | +150,469+14.7% | 加碼 |
| Bank of Nova Scotia | 1,106,526 | $8.00 億 | 1.21% | +225,916+25.7% | 加碼 |
| Citadel Advisors LLC | 1,080,951 | $7.82 億 | 0.45% | −209,601−16.2% | 減碼 |
| Assenagon Asset Management S.A. | 1,064,020 | $7.69 億 | 0.50% | −651,222−38.0% | 減碼 |
| Wellington Management Group LLP | 1,061,899 | $7.68 億 | 0.13% | +704,629+197.2% | 加碼 |
| Bank of Montreal | 1,059,621 | $7.66 億 | 0.28% | +138,364+15.0% | 加碼 |
| Primecap Management Co | 1,042,926 | $7.54 億 | 0.45% | −131,200−11.2% | 減碼 |
| Squarepoint Ops LLC | 1,037,833 | $7.50 億 | 1.46% | +708,927+215.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,030,429 | $7.45 億 | 1.06% | +573,445+125.5% | 加碼 |
| Principal Financial Group Inc | 1,008,591 | $7.29 億 | 0.36% | +28,982+3.0% | 加碼 |
| Natixis Advisors, L.P. | 990,105 | $7.16 億 | 0.80% | +147,357+17.5% | 加碼 |
| Envestnet Asset Management Inc | 987,556 | $7.14 億 | 0.17% | −10,137−1.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 975,112 | $7.05 億 | 1.34% | +189,775+24.2% | 加碼 |
| ProShare Advisors LLC | 970,792 | $7.02 億 | 1.02% | −275,604−22.1% | 減碼 |
| Ensign Peak Advisors, Inc | 930,145 | $6.72 億 | 1.11% | −190,576−17.0% | 減碼 |
| LPL Financial LLC | 916,507 | $6.63 億 | 0.15% | +52,707+6.1% | 加碼 |
| Prudential Financial Inc | 912,379 | $6.60 億 | 0.72% | +147,767+19.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 910,031 | $6.58 億 | 0.51% | −11,933−1.3% | 減碼 |
| Employees Provident Fund Board | 878,803 | $6.35 億 | 3.65% | +21,452+2.5% | 加碼 |
| TD Asset Management Inc | 877,158 | $6.34 億 | 0.55% | −222,581−20.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 874,054 | $6.32 億 | 2.47% | −282,200−24.4% | 減碼 |