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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、2 筆賣出；2026 年第 2 季末有 3,520 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 季與 2024 年第 4 季比較

持有 Applied Materials Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

AMAT 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數2,240352,166−39
股數6.46 億968.3 萬6.32 億−424.5 萬 (−0.7%)
市值$1,052 億$15.7 億$916.4 億−$119.8 億 (−11.6%)

35 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（169 家）

2025 年第 1 季季末持有 Applied Materials Inc、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 169 家。

2025 年第 1 季新進 AMAT 的機構
機構股數市值佔組合 %
Nuveen, LLC7,480,703$10.9 億0.34%
Maj Invest Holding A/S872,691$1.27 億4.58%
Coronation Fund Managers Ltd.340,276$4,938 萬2.68%
ASR Vermogensbeheer N.V.294,070$4,268 萬0.63%
Virginia Retirement Systems Et Al257,130$3,731 萬0.28%
Kodai Capital Management LP195,034$2,830 萬1.12%
Maplelane Capital, LLC147,000$2,133 萬1.99%
Rakuten Investment Management, Inc.125,257$1,817 萬0.08%
Parallax Volatility Advisers, L.P.116,375$1,689 萬0.54%
OP Asset Management Ltd99,659$1,446 萬0.24%
Raub Brock Capital Management LP95,934$1,392 萬3.11%
Blue Grotto Capital, LLC75,000$1,088 萬2.08%
Aquatic Capital Management LLC69,856$1,014 萬0.26%
Mirae Asset Securities (USA) Inc.60,152$872.9 萬0.37%
Value Aligned Research Advisors, LLC57,188$829.9 萬0.67%
Brevan Howard Capital Management LP55,832$810.2 萬0.23%
Sone Capital Management, LLC54,574$792.0 萬0.82%
Entropy Technologies, LP51,018$740.4 萬0.72%
QV Investors Inc.50,730$736.2 萬0.74%
Smithbridge Asset Management Inc50,201$728.5 萬1.35%
Soros Fund Management LLC大師索羅斯基金管理49,518$718.6 萬0.13%
Banque Cantonale Vaudoise48,724$707.0 萬0.31%
HAP Trading, LLC47,474$688.9 萬2.45%
Martin Currie Ltd46,974$681.7 萬0.27%
HRT Financial LP46,651$676.9 萬0.04%
Professional Advisory Services Inc41,275$599.0 萬0.84%
Point72 Europe (London) LLP39,100$567.4 萬0.39%
Generate Investment Management Ltd37,864$549.5 萬0.39%
Laurion Capital Management LP34,005$493.5 萬0.38%
Aigen Investment Management, LP33,626$488.0 萬0.78%
AG2R la Mondiale Gestion D'Actifs30,190$473.2 萬0.26%
Stenahm Asset Managment Ltd26,500$384.6 萬1.57%
CCM Investment Group, LLC23,892$346.6 萬0.37%
Barnes Dennig Private Wealth Management LLC22,825$331.2 萬5.01%
Curat Global, LLC21,681$314.6 萬3.84%
Walleye Trading LLC21,550$312.7 萬0.09%
J. Goldman & Co LP21,002$304.8 萬0.11%
Sphera Funds Management Ltd.18,000$261.2 萬0.64%
Ssa Swiss Advisors AG17,947$259.7 萬1.33%
Sphera Management Technology Funds Ltd17,800$258.3 萬2.06%
Rule One Partners, LLC15,000$217.7 萬1.80%
ProVise Management Group, LLC14,660$212.7 萬0.18%
SummitTX Capital, L.P.14,181$205.8 萬0.09%
RD Finance Ltd13,950$202.4 萬1.62%
Optimize Financial Inc12,209$177.2 萬0.67%
Garda Capital Partners LP11,782$171.0 萬0.96%
WCG Wealth Advisors LLC11,535$167.4 萬0.13%
Abc Arbitrage SA10,818$157.0 萬0.29%
Sowell Financial Services LLC10,529$152.8 萬0.07%
Caxton Associates LLP10,190$147.9 萬0.05%
Bridgewater Advisors Inc.8,539$127.7 萬0.11%
Hartline Investment Corp8,385$121.7 萬0.16%
Unique Wealth Strategies, LLC8,353$121.2 萬0.55%
Concentric Capital Strategies, LP8,150$118.3 萬0.12%
Prentiss Smith & Co Inc7,669$111.3 萬0.72%
Private Wealth Advisors7,561$109.7 萬0.46%
Forum Financial Management, LP7,362$106.8 萬0.02%
Tounjian Advisory Partners, LLC6,876$99.8 萬0.19%
Bulltick Wealth Management, LLC6,828$99.0 萬0.26%
Mach-1 Financial Group, Inc.6,359$92.3 萬0.28%
IMA Wealth, Inc.5,970$86.6 萬0.10%
Ground Swell Capital, LLC5,807$84.3 萬1.92%
3Chopt Investment Partners, LLC5,633$81.7 萬0.21%
Portman Square Capital LLP5,629$81.7 萬0.11%
MQS Management LLC5,479$79.5 萬0.46%
Kornitzer Capital Management Inc5,350$77.6 萬0.02%
HF Advisory Group, LLC5,286$76.7 萬0.34%
Stoneridge Investment Partners LLC5,023$72.9 萬0.62%
Copperleaf Capital, LLC4,038$58.6 萬0.35%
MIG Capital, LLC3,643$52.9 萬0.07%
Persium Advisors, LLC3,503$50.8 萬0.48%
Inscription Capital, LLC2,449$50.5 萬0.08%
Joel Isaacson & Co., LLC3,459$50.2 萬0.02%
Greenberg Financial Group1,440$49.2 萬0.21%
Maven Securities LTD3,373$48.9 萬0.11%
Herold Advisors, Inc.3,345$48.5 萬0.11%
Compagnie Lombard Odier SCmA3,203$46.5 萬0.01%
Semmax Financial Advisors Inc.2,888$44.9 萬0.12%
Catalyst Funds Management Pty Ltd3,000$43.5 萬0.11%
Zions Bancorporation, National Association2,997$43.5 萬0.03%
VestGen Advisors, LLC2,960$43.0 萬0.02%
Nippon Life Global Investors Americas, Inc.2,940$42.7 萬0.02%
Catalytic Wealth RIA, LLC2,930$42.5 萬0.08%
OneAscent Financial Services LLC2,900$42.2 萬0.03%
Integrity Alliance, LLC.2,880$41.8 萬0.02%
Meriwether Wealth & Planning, LLC2,878$41.8 萬0.27%
Allium Financial Advisors, LLC2,807$40.7 萬0.37%
American Alpha Advisors, LLC2,672$38.8 萬0.34%
Brookwood Investment Group LLC2,586$37.5 萬0.06%
Corient IA LLC2,500$36.3 萬0.26%
Simplicity Wealth,LLC2,422$35.1 萬0.03%
Roberts Glore & Co Inc2,382$34.6 萬0.11%
Oak Harbor Wealth Partners, LLC2,341$34.0 萬0.10%
Crux Wealth Advisors2,338$33.9 萬0.18%
Gitterman Wealth Management, LLC2,272$33.0 萬0.09%
One Wealth Advisors, LLC2,183$31.7 萬0.05%
Teza Capital Management LLC2,157$31.3 萬0.14%
Tranquilli Financial Advisor LLC2,012$29.2 萬0.18%
Blue Rock Wealth Management LLC2,000$29.0 萬0.25%
Advisor Resource Council2,072$28.5 萬0.02%

清倉機構（208 家）

2024 年第 4 季季末持有 Applied Materials Inc、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 208 家。

2025 年第 1 季清倉 AMAT 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Manning & Napier Advisors LLC627,125$1.02 億
Blue Whale Capital LLP482,211$7,842 萬
Polar Asset Management Partners Inc.461,000$7,497 萬
Moore Capital Management, LP300,000$4,879 萬
Munro Partners254,159$4,133 萬
Capital Fund Management S.A.210,030$3,416 萬
Rheos Capital Works Inc.170,100$2,766 萬
Hamilton Capital Partners Inc.118,033$1,920 萬
Bornite Capital Management LP100,000$1,626 萬
Quantitative Investment Management, LLC81,060$1,318 萬
Railway Pension Investments Ltd77,168$1,255 萬
Nepsis, Inc.146,994$1,249 萬
Goodnow Investment Group, LLC70,110$1,140 萬
Foundry Partners, LLC62,580$1,018 萬
IMC-Chicago, LLC58,682$954.3 萬
Mizuho Markets Americas LLC56,630$921.0 萬
Talos Asset Management LP55,200$897.7 萬
Castleark Management LLC49,629$807.1 萬
Ilmarinen Mutual Pension Insurance Co45,000$731.8 萬
Campbell & CO Investment Adviser LLC43,647$709.8 萬
Main Street Research LLC40,642$661.0 萬
Legacy CG, LLC32,335$525.9 萬
Meritage Portfolio Management29,554$480.6 萬
Centiva Capital, LP26,562$432.0 萬
Robocap Asset Management Ltd24,618$400.4 萬
Essential Planning, LLC.20,683$375.5 萬
Caption Management, LLC22,400$364.3 萬
Lombard Odier Asset Management (Europe) Ltd19,974$324.8 萬
Harbor Capital Advisors, Inc.18,481$300.6 萬
Martingale Asset Management L P15,084$245.3 萬
CTC LLC14,140$230.0 萬
Secured Retirement Advisors, LLC12,070$196.3 萬
Lecap Asset Management Ltd11,948$194.3 萬
First Hawaiian Bank11,781$191.6 萬
Alpine Woods Capital Investors, LLC11,103$180.6 萬
Old National Bancorp9,890$160.8 萬
Oak Thistle LLC9,734$158.3 萬
Millington Financial Advisors, LLC8,461$151.3 萬
Dynamic Technology Lab Private Ltd8,666$140.9 萬
Trustmark National Bank Trust Department8,427$137.0 萬
Polymer Capital Management (HK) LTD8,200$133.4 萬
ADAPT Investment Managers SA7,643$127.5 萬
Gsa Capital Partners LLP7,089$115.3 萬
Fox Run Management, L.L.C.6,885$112.0 萬
Peak Financial Advisors LLC6,678$108.6 萬
Congress Asset Management Co6,092$99.1 萬
Littlejohn Financial Services, Inc.5,729$93.2 萬
Farringdon Capital, Ltd.5,634$91.6 萬
Proequities, Inc.4,575$89.4 萬
CFO4Life Group, LLC5,473$89.0 萬
Alpha DNA Investment Management LLC5,440$88.5 萬
Nebula Research & Development LLC4,778$77.7 萬
Semanteon Capital Management, LP4,728$76.9 萬
Stevens Capital Management LP4,287$69.7 萬
Counterpoint Mutual Funds LLC4,019$65.4 萬
Symmetry Investments LP4,000$65.1 萬
WBI Investments3,944$64.1 萬
Symphony Financial, Ltd. Co.3,276$63.3 萬
Wealth Effects LLC3,750$61.0 萬
Financial Sense Advisors, Inc.3,704$60.2 萬
Main Management ETF Advisors, LLC3,560$57.9 萬
Brasada Capital Management, LP3,500$56.9 萬
Malaga Cove Capital, LLC3,493$56.8 萬
Boothbay Fund Management, LLC3,407$55.4 萬
Sentry Investment Management LLC3,348$54.4 萬
Summit Global Investments3,282$53.4 萬
Corton Capital Inc.3,212$52.2 萬
Sig Brokerage, LP3,118$50.7 萬
Genesee Capital Advisors, LLC3,111$50.6 萬
Bryce Point Capital, LLC3,090$50.3 萬
Capital Markets Trading UK LLP3,044$49.5 萬
Aspen Investment Management Inc2,875$46.8 萬
Ibex Wealth Advisors2,858$46.5 萬
J. Stern & Co. LLP2,800$45.5 萬
D.B. Root & Company, LLC2,579$41.9 萬
Parametrica Management Ltd2,575$41.9 萬
Sovereign Investment Advisors, LLC2,538$41.3 萬
Catalina Capital Group, LLC2,534$41.2 萬
Alta Wealth Advisors LLC2,514$40.9 萬
Vanguard Capital Wealth Advisors2,500$40.7 萬
West Family Investments, Inc.2,498$40.6 萬
Whalerock Point Partners, LLC2,375$38.6 萬
Appleton Partners Inc2,319$37.7 萬
NWF Advisory Services Inc.2,302$37.4 萬
State of Wyoming2,287$37.2 萬
Forefront Wealth Partners, LLC2,237$36.4 萬
Ssi Investment Management LLC2,230$36.3 萬
Colonial River Wealth Management, LLC2,147$34.9 萬
Cascade Financial Partners, LLC2,101$34.2 萬
Custom Index Systems, LLC2,100$34.2 萬
Lion Street Advisors, LLC2,045$33.3 萬
Avaii Wealth Management, LLC2,024$32.9 萬
Gilbert & Cook, Inc.1,994$32.4 萬
Fortress Financial Solutions, LLC1,971$32.1 萬
Alps Advisors Inc1,889$30.7 萬
American Trust1,885$30.7 萬
Bravias Capital Group, LLC1,668$30.1 萬
Titleist Asset Management, LLC1,733$28.2 萬
Gallacher Capital Management LLC1,702$27.7 萬
Rooted Wealth Advisors, Inc.1,534$27.3 萬

尚未申報 2025 年第 1 季的機構（35 家）

2024 年第 4 季季末持有 Applied Materials Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 AMAT、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC5,577,095$9.07 億
Swedbank AB3,863,541$6.28 億
Buckingham Capital Management, Inc.52,789$858.5 萬
Avitas Wealth Management LLC50,238$817.0 萬
Wetherby Asset Management Inc28,338$460.9 萬
Vise Technologies, Inc.18,498$300.8 萬
Capstone Triton Financial Group, LLC14,515$236.1 萬
Lake Street Advisors Group, LLC9,279$150.9 萬
Global Retirement Partners, LLC8,544$138.9 萬
TrinityPoint Wealth, LLC8,012$130.3 萬
River & Mercantile Asset Management LLP7,764$126.3 萬
Stenger Family Office, LLC7,689$125.0 萬
Executive Wealth Management, LLC5,751$93.5 萬
Boston Financial Mangement LLC4,794$78.0 萬
HTLF Bank4,275$69.5 萬
Geller Advisors LLC3,212$52.2 萬
Strategic Wealth Partners, Ltd.2,667$49.1 萬
Kolinsky Wealth Management, LLC2,353$38.3 萬
Eagle Ridge Investment Management2,200$35.8 萬
Merriman Wealth Management, LLC2,019$32.8 萬
Zions Bancorporation, N.A.1,996$32.5 萬
Householder Group Estate & Retirement Specialist, LLC1,972$32.0 萬
Lakeview Capital Partners, LLC1,910$31.1 萬
Private Portfolio Partners LLC1,458$23.7 萬
Hilltop National Bank710$11.5 萬
AlphaMark Advisors, LLC415$6.70 萬
WR Wealth Planners, LLC226$3.68 萬
RE Dickinson Investment Advisors, LLC200$3.25 萬
Financial Gravity Companies, Inc.167$2.72 萬
Oliver Lagore Vanvalin Investment Group105$1.71 萬
Chapman Financial Group, LLC70$1.14 萬
Sanctuary Wealth Management, L.L.C.49$7,969
Cassady Schiller Wealth Management, LLC40$6,505
Criterion Capital Advisors, LLC17$4,012
Legacy Investment Solutions, LLC18$3,240