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 $4,765 億；Coatue、老虎環球等 8 位大師持有。
2025 年第 1 季 13F 持有人
Applied Materials Inc 在 2025/3/31 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
- 2,166
- 較 2024 年第 4 季 −39 家
- 持有股數
- 6.32 億
- 較 2024 年第 4 季 −424.5 萬 (−0.7%)
- 總市值
- $916.4 億
- 較 2024 年第 4 季 −$119.8 億 (−11.6%)
- 新進機構
- 169
- 另有 900 家加碼
- 清倉機構
- 208
- 另有 792 家減碼
另有 35 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $4,765 億 |
| 2026 年第 1 季 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $825.3 億 |
| 2022 年第 4 季 | 1,685 | $651.2 億 |
| 2022 年第 3 季 | 1,561 | $545.1 億 |
| 2022 年第 2 季 | 1,631 | $603.9 億 |
| 2022 年第 1 季 | 1,781 | $899.4 億 |
| 2021 年第 4 季 | 1,846 | $1,095 億 |
| 2021 年第 3 季 | 1,638 | $900.9 億 |
| 2021 年第 2 季 | 1,648 | $1,010 億 |
| 2021 年第 1 季 | 1,596 | $980.5 億 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,574,535 | $114.0 億 | 0.24% | −1,319,154−1.7% | 減碼 |
| Vanguard Group Inc | 77,177,161 | $112.0 億 | 0.20% | +137,494+0.2% | 加碼 |
| State Street Corp | 38,529,444 | $55.9 億 | 0.23% | −583,190−1.5% | 減碼 |
| Geode Capital Management, LLC | 20,619,081 | $29.9 億 | 0.23% | +539,630+2.7% | 加碼 |
| Capital International Investors | 12,898,244 | $18.7 億 | 0.37% | −2,787,601−17.8% | 減碼 |
| Capital World Investors | 12,206,853 | $17.7 億 | 0.29% | −1,424,663−10.5% | 減碼 |
| Norges Bank | 10,459,658 | $15.2 億 | 0.21% | +692,567+7.1% | 加碼 |
| Morgan Stanley | 10,149,089 | $14.7 億 | 0.11% | −872,706−7.9% | 減碼 |
| Northern Trust Corp | 9,764,419 | $14.2 億 | 0.21% | −466,045−4.6% | 減碼 |
| FMR LLC | 9,098,065 | $13.2 億 | 0.08% | −331,848−3.5% | 減碼 |
| Invesco Ltd. | 8,015,208 | $11.6 億 | 0.22% | −195,570−2.4% | 減碼 |
| Alliancebernstein L.P. | 7,863,771 | $11.4 億 | 0.41% | −474,749−5.7% | 減碼 |
| Ameriprise Financial Inc | 7,860,838 | $11.4 億 | 0.31% | +1,502,995+23.6% | 加碼 |
| Van Eck Associates Corp | 7,700,985 | $11.2 億 | 1.44% | +1,045,677+15.7% | 加碼 |
| Bank of New York Mellon Corp | 7,660,333 | $11.1 億 | 0.22% | −969,284−11.2% | 減碼 |
| Nuveen, LLC | 7,480,703 | $10.9 億 | 0.34% | +7,480,703 | 新進 |
| Deutsche Bank AG | 7,189,402 | $10.4 億 | 0.41% | +1,235,097+20.7% | 加碼 |
| Amundi | 7,656,034 | $10.4 億 | 0.38% | +1,046,635+15.8% | 加碼 |
| Legal & General Group Plc | 6,596,551 | $9.57 億 | 0.26% | +69,595+1.1% | 加碼 |
| Bank of America Corp | 6,278,686 | $9.11 億 | 0.08% | +236,267+3.9% | 加碼 |
| UBS Group AG | 5,795,706 | $8.41 億 | 0.19% | +176,039+3.1% | 加碼 |
| Goldman Sachs Group Inc | 5,633,576 | $8.18 億 | 0.15% | −885,766−13.6% | 減碼 |
| Price T Rowe Associates Inc | 5,573,673 | $8.09 億 | 0.10% | +1,691,428+43.6% | 加碼 |
| Davis Selected Advisers | 4,993,172 | $7.25 億 | 4.18% | +280,955+6.0% | 加碼 |
| EdgePoint Investment Group Inc. | 4,818,904 | $6.99 億 | 5.66% | +904,962+23.1% | 加碼 |
| Charles Schwab Investment Management Inc | 4,802,464 | $6.97 億 | 0.13% | −2,581−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 4,604,391 | $6.68 億 | 0.51% | +1,202,028+35.3% | 加碼 |
| American Century Companies Inc | 4,442,777 | $6.45 億 | 0.40% | +63,678+1.5% | 加碼 |
| JPMorgan Chase & Co | 3,972,701 | $5.77 億 | 0.04% | +999,811+33.6% | 加碼 |
| Franklin Resources Inc | 3,730,837 | $5.41 億 | 0.16% | +87,194+2.4% | 加碼 |
| Barclays PLC | 3,714,593 | $5.39 億 | 0.25% | +627,973+20.3% | 加碼 |
| Lazard Asset Management LLC | 3,611,809 | $5.24 億 | 0.80% | −166,831−4.4% | 減碼 |
| Citigroup Inc | 3,551,850 | $5.15 億 | 0.39% | +843,492+31.1% | 加碼 |
| Allianz Asset Management GmbH | 3,521,492 | $5.11 億 | 0.75% | +148,488+4.4% | 加碼 |
| Parnassus Investments | 3,404,614 | $4.94 億 | 1.19% | −189,256−5.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,244,960 | $4.71 億 | 0.56% | +1,030,308+46.5% | 加碼 |
| Pictet Asset Management Holding SA | 3,157,792 | $4.58 億 | 0.51% | −288,627−8.4% | 減碼 |
| First Manhattan Co | 3,088,624 | $4.48 億 | 1.31% | +224,743+7.8% | 加碼 |
| Cantillon Capital Management LLC | 3,070,430 | $4.46 億 | 2.89% | −94,972−3.0% | 減碼 |
| Pacer Advisors, Inc. | 3,066,817 | $4.45 億 | 1.06% | +2,944,193+2,401.0% | 加碼 |
| Qube Research & Technologies Ltd | 3,008,238 | $4.37 億 | 0.68% | −401,087−11.8% | 減碼 |
| Dimensional Fund Advisors LP | 2,900,060 | $4.21 億 | 0.10% | −66,281−2.2% | 減碼 |
| First Trust Advisors LP | 2,808,622 | $4.08 億 | 0.36% | −98,735−3.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,743,039 | $3.98 億 | 0.28% | −127,669−4.4% | 減碼 |
| HSBC Holdings PLC | 2,646,285 | $3.83 億 | 0.26% | −262,016−9.0% | 減碼 |
| Royal Bank of Canada | 2,561,598 | $3.72 億 | 0.08% | −1,074,948−29.6% | 減碼 |
| Primecap Management Co | 2,454,370 | $3.56 億 | 0.29% | −141,910−5.5% | 減碼 |
| Naya Capital Management UK Ltd | 2,398,563 | $3.48 億 | 31.46% | +581,670+32.0% | 加碼 |
| Boston Partners | 2,345,643 | $3.40 億 | 0.41% | +519,771+28.5% | 加碼 |
| Swiss National Bank | 2,294,900 | $3.33 億 | 0.24% | −34,000−1.5% | 減碼 |
| Nordea Investment Management AB | 2,281,672 | $3.27 億 | 0.35% | +204,565+9.8% | 加碼 |
| Flossbach Von Storch AG | 2,207,218 | $3.20 億 | 1.39% | +607,140+37.9% | 加碼 |
| Wells Fargo & Company | 1,969,297 | $2.86 億 | 0.07% | +246,203+14.3% | 加碼 |
| Millennium Management LLC | 1,933,804 | $2.81 億 | 0.27% | +502,051+35.1% | 加碼 |
| National Pension Service | 1,911,171 | $2.77 億 | 0.27% | +105,688+5.9% | 加碼 |
| Assenagon Asset Management S.A. | 1,849,953 | $2.68 億 | 0.48% | +94,861+5.4% | 加碼 |
| Rafferty Asset Management, LLC | 1,795,097 | $2.61 億 | 1.11% | −160,066−8.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,695,664 | $2.46 億 | 1.60% | 00.0% | 不變 |
| Rhumbline Advisers | 1,595,811 | $2.32 億 | 0.22% | +21,355+1.4% | 加碼 |
| Impax Asset Management Group plc | 1,595,646 | $2.31 億 | 1.39% | −1,021,732−39.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,541,999 | $2.24 億 | 0.21% | +143,583+10.3% | 加碼 |
| Envestnet Asset Management Inc | 1,539,435 | $2.23 億 | 0.07% | +493,164+47.1% | 加碼 |
| California Public Employees Retirement System | 1,529,933 | $2.22 億 | 0.16% | −889,649−36.8% | 減碼 |
| TD Asset Management Inc | 1,517,943 | $2.20 億 | 0.20% | −20,800−1.4% | 減碼 |
| Victory Capital Management Inc | 1,406,235 | $2.04 億 | 0.21% | +407,364+40.8% | 加碼 |
| ProShare Advisors LLC | 1,354,645 | $1.97 億 | 0.44% | +139,450+11.5% | 加碼 |
| Alecta Pensionsforsakring, Omsesidigt | 1,328,000 | $1.93 億 | 1.08% | +360,000+37.2% | 加碼 |
| California State Teachers Retirement System | 1,302,072 | $1.89 億 | 0.23% | −24,931−1.9% | 減碼 |
| Epoch Investment Partners, Inc. | 1,272,170 | $1.85 億 | 0.96% | +42,742+3.5% | 加碼 |
| Great West Life Assurance Co | 1,263,939 | $1.84 億 | 0.32% | +4150.0% | 加碼 |
| KBC Group NV | 1,258,617 | $1.83 億 | 0.57% | −446,263−26.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,230,257 | $1.79 億 | 0.05% | −7,513,638−85.9% | 減碼 |
| Canada Pension Plan Investment Board | 1,226,404 | $1.78 億 | 0.17% | +353,250+40.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,224,200 | $1.78 億 | 0.39% | −239,524−16.4% | 減碼 |
| Raymond James Financial Inc | 1,190,501 | $1.73 億 | 0.07% | +65,478+5.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,159,360 | $1.68 億 | 0.55% | +60,586+5.5% | 加碼 |
| Ensign Peak Advisors, Inc | 1,142,214 | $1.66 億 | 0.32% | +94,488+9.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,134,900 | $1.65 億 | 0.16% | −357,272−23.9% | 減碼 |
| Jane Street Group, LLC | 1,118,669 | $1.62 億 | 0.29% | +937,808+518.5% | 加碼 |
| Neuberger Berman Group LLC | 1,081,861 | $1.57 億 | 0.13% | −228,140−17.4% | 減碼 |
| New York State Common Retirement Fund | 1,084,580 | $1.57 億 | 0.23% | −40,434−3.6% | 減碼 |
| Principal Financial Group Inc | 1,077,877 | $1.56 億 | 0.09% | −31,206−2.8% | 減碼 |
| LSV Asset Management | 1,076,526 | $1.56 億 | 0.37% | −281,242−20.7% | 減碼 |
| Bessemer Group Inc | 1,056,775 | $1.53 億 | 0.27% | −23,202−2.1% | 減碼 |
| National Bank of Canada | 1,030,759 | $1.50 億 | 0.18% | −281,484−21.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,013,506 | $1.47 億 | 0.29% | +31,994+3.3% | 加碼 |
| Bank of Montreal | 997,759 | $1.45 億 | 0.08% | −296,140−22.9% | 減碼 |
| Janus Henderson Group PLC | 992,358 | $1.44 億 | 0.08% | −2,675,965−72.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 990,474 | $1.44 億 | 0.17% | −72,079−6.8% | 減碼 |
| Royal London Asset Management Ltd | 978,102 | $1.42 億 | 0.34% | +86,655+9.7% | 加碼 |
| Macquarie Group Ltd | 941,666 | $1.37 億 | 0.17% | −4,499−0.5% | 減碼 |
| Vontobel Holding Ltd. | 929,810 | $1.35 億 | 0.49% | −224,742−19.5% | 減碼 |
| Thrivent Financial for Lutherans | 914,496 | $1.33 億 | 0.29% | −109,102−10.7% | 減碼 |
| Two Sigma Investments, LP | 910,180 | $1.32 億 | 0.29% | −437,400−32.5% | 減碼 |
| Employees Provident Fund Board | 896,781 | $1.30 億 | 1.48% | +50,000+5.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 895,200 | $1.30 億 | 0.49% | 00.0% | 不變 |
| Stifel Financial Corp | 889,638 | $1.29 億 | 0.14% | +59,852+7.2% | 加碼 |
| Susquehanna International Group, LLP | 888,693 | $1.29 億 | 0.21% | +273,846+44.5% | 加碼 |
| Abrams Bison Investments, LLC | 875,000 | $1.27 億 | 13.83% | 00.0% | 不變 |
| Maj Invest Holding A/S | 872,691 | $1.27 億 | 4.58% | +872,691 | 新進 |