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 3,520 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 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
- 2,165
- 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 791 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 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 | 1,649 | $1,010 億 |
| 2021 年第 1 季 | 1,597 | $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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 449,282 | $6,520 萬 | 0.17% | +117,870+35.6% | 加碼 |
| ING Groep NV | 453,795 | $6,585 萬 | 0.46% | +69,364+18.0% | 加碼 |
| Schroder Investment Management Group | 457,585 | $6,638 萬 | 0.07% | −49,952−9.8% | 減碼 |
| Guggenheim Capital LLC | 458,303 | $6,651 萬 | 0.62% | −30,038−6.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 462,652 | $6,714 萬 | 0.21% | −6,496−1.4% | 減碼 |
| Rockefeller Capital Management L.P. | 463,968 | $6,733 萬 | 0.17% | −11,077−2.3% | 減碼 |
| Achmea Investment Management B.V. | 466,150 | $6,765 萬 | 0.99% | +302,605+185.0% | 加碼 |
| State of Wisconsin Investment Board | 468,718 | $6,802 萬 | 0.18% | +1,305+0.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 472,860 | $6,862 萬 | 0.06% | +27,607+6.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 475,970 | $6,907 萬 | 0.04% | +5,520+1.2% | 加碼 |
| Retirement Systems of Alabama | 478,304 | $6,941 萬 | 0.27% | −7,321−1.5% | 減碼 |
| Man Group plc | 486,026 | $7,053 萬 | 0.21% | −304,341−38.5% | 減碼 |
| HighTower Advisors, LLC | 488,513 | $7,089 萬 | 0.10% | +20,845+4.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 492,574 | $7,148 萬 | 1.74% | +6,373+1.3% | 加碼 |
| Argent Capital Management LLC | 499,578 | $7,250 萬 | 2.22% | −8,412−1.7% | 減碼 |
| Raiffeisen Bank International AG | 505,332 | $7,331 萬 | 1.17% | +53,392+11.8% | 加碼 |
| XN LP | 509,260 | $7,390 萬 | 3.36% | +12,852+2.6% | 加碼 |
| Erste Asset Management GmbH | 511,320 | $7,431 萬 | 0.95% | +5,041+1.0% | 加碼 |
| Bristol Gate Capital Partners Inc. | 529,519 | $7,684 萬 | 3.75% | +145,891+38.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 534,347 | $7,754 萬 | 0.16% | −574,268−51.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 549,188 | $7,970 萬 | 0.39% | −104,601−16.0% | 減碼 |
| Glenmede Trust Co NA | 551,396 | $8,002 萬 | 0.43% | −2,221−0.4% | 減碼 |
| Fifth Third Bancorp | 561,426 | $8,147 萬 | 0.31% | −10,651−1.9% | 減碼 |
| Boston Trust Walden Corp | 564,893 | $8,198 萬 | 0.60% | −27,303−4.6% | 減碼 |
| Voya Investment Management LLC | 570,063 | $8,273 萬 | 0.09% | −71,791−11.2% | 減碼 |
| Findlay Park Partners LLP | 584,700 | $8,485 萬 | 0.87% | +157,500+36.9% | 加碼 |
| Capitolis Liquid Global Markets LLC | 595,000 | $8,635 萬 | 0.76% | −50,000−7.8% | 減碼 |
| Korea Investment CORP | 614,275 | $8,914 萬 | 0.22% | −27,053−4.2% | 減碼 |
| Aviva PLC | 618,666 | $8,978 萬 | 0.22% | +86,055+16.2% | 加碼 |
| Intermede Investment Partners Ltd | 624,356 | $9,061 萬 | 2.85% | −51,332−7.6% | 減碼 |
| Truist Financial Corp | 628,626 | $9,123 萬 | 0.15% | +51,302+8.9% | 加碼 |
| US Bancorp | 631,309 | $9,162 萬 | 0.12% | −3,227−0.5% | 減碼 |
| Prudential Financial Inc | 641,265 | $9,306 萬 | 0.13% | −16,701−2.5% | 減碼 |
| Nisa Investment Advisors, LLC | 642,644 | $9,326 萬 | 0.47% | +121,720+23.4% | 加碼 |
| Bank of Nova Scotia | 642,691 | $9,327 萬 | 0.21% | −188,222−22.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 653,156 | $9,479 萬 | 0.48% | +126,138+23.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 656,296 | $9,524 萬 | 0.19% | −85,893−11.6% | 減碼 |
| AXA S.A. | 664,545 | $9,644 萬 | 0.32% | −30,771−4.4% | 減碼 |
| AQR Capital Management LLC | 684,222 | $9,782 萬 | 0.10% | −228,538−25.0% | 減碼 |
| Standard Life Aberdeen plc | 684,754 | $9,804 萬 | 0.19% | −229,252−25.1% | 減碼 |
| Storebrand Asset Management AS | 686,807 | $9,967 萬 | 0.32% | −9,044−1.3% | 減碼 |
| New York State Teachers Retirement System | 693,463 | $1.01 億 | 0.23% | −56,374−7.5% | 減碼 |
| Harding Loevner LP | 703,180 | $1.02 億 | 0.78% | −132,930−15.9% | 減碼 |
| LPL Financial LLC | 706,696 | $1.03 億 | 0.04% | +69,057+10.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 719,765 | $1.04 億 | 0.43% | +102,311+16.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 724,949 | $1.05 億 | 0.27% | +10,488+1.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 741,859 | $1.08 億 | 0.68% | −83,891−10.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 762,438 | $1.11 億 | 0.30% | −584,762−43.4% | 減碼 |
| CapitalatWork S.A. | 768,503 | $1.12 億 | 3.62% | +12,355+1.6% | 加碼 |
| Capital Research Global Investors | 770,303 | $1.12 億 | 0.02% | +188,714+32.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 791,030 | $1.12 億 | 0.22% | −25,712−3.1% | 減碼 |
| Russell Investments Group, Ltd. | 771,611 | $1.12 億 | 0.15% | −83,528−9.8% | 減碼 |
| Natixis Advisors, L.P. | 784,379 | $1.14 億 | 0.21% | +77,650+11.0% | 加碼 |
| Danske Bank A/S | 791,697 | $1.15 億 | 0.35% | −121,128−13.3% | 減碼 |
| Massachusetts Financial Services Co | 794,431 | $1.15 億 | 0.04% | +16,839+2.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 794,626 | $1.15 億 | 0.23% | −11,740−1.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 798,126 | $1.16 億 | 0.21% | −27,200−3.3% | 減碼 |
| Holocene Advisors, LP | 805,000 | $1.17 億 | 0.34% | +416,000+106.9% | 加碼 |
| Brown Brothers Harriman & Co | 807,041 | $1.17 億 | 0.82% | +63,267+8.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 811,441 | $1.18 億 | 0.25% | +110,610+15.8% | 加碼 |
| Woodline Partners LP | 811,978 | $1.18 億 | 0.77% | +248,371+44.1% | 加碼 |
| APG Asset Management N.V. | 894,796 | $1.20 億 | 0.37% | +70,389+8.5% | 加碼 |
| Nomura Asset Management Co Ltd | 866,816 | $1.26 億 | 0.38% | −182,048−17.4% | 減碼 |
| Maj Invest Holding A/S | 872,691 | $1.27 億 | 4.58% | +872,691 | 新進 |
| Abrams Bison Investments, LLC | 875,000 | $1.27 億 | 13.83% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 888,693 | $1.29 億 | 0.21% | +273,846+44.5% | 加碼 |
| Stifel Financial Corp | 889,638 | $1.29 億 | 0.14% | +59,852+7.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 895,200 | $1.30 億 | 0.49% | 00.0% | 不變 |
| Employees Provident Fund Board | 896,781 | $1.30 億 | 1.48% | +50,000+5.9% | 加碼 |
| Two Sigma Investments, LP | 910,180 | $1.32 億 | 0.29% | −437,400−32.5% | 減碼 |
| Thrivent Financial for Lutherans | 914,496 | $1.33 億 | 0.29% | −109,102−10.7% | 減碼 |
| Vontobel Holding Ltd. | 929,810 | $1.35 億 | 0.49% | −224,742−19.5% | 減碼 |
| Macquarie Group Ltd | 941,666 | $1.37 億 | 0.17% | −4,499−0.5% | 減碼 |
| Royal London Asset Management Ltd | 978,102 | $1.42 億 | 0.34% | +86,655+9.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 990,474 | $1.44 億 | 0.17% | −72,079−6.8% | 減碼 |
| Janus Henderson Group PLC | 992,358 | $1.44 億 | 0.08% | −2,675,965−72.9% | 減碼 |
| Bank of Montreal | 997,759 | $1.45 億 | 0.08% | −296,140−22.9% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,013,506 | $1.47 億 | 0.29% | +31,994+3.3% | 加碼 |
| National Bank of Canada | 1,030,759 | $1.50 億 | 0.18% | −281,484−21.5% | 減碼 |
| Bessemer Group Inc | 1,056,775 | $1.53 億 | 0.27% | −23,202−2.1% | 減碼 |
| LSV Asset Management | 1,076,526 | $1.56 億 | 0.37% | −281,242−20.7% | 減碼 |
| Principal Financial Group Inc | 1,077,877 | $1.56 億 | 0.09% | −31,206−2.8% | 減碼 |
| New York State Common Retirement Fund | 1,084,580 | $1.57 億 | 0.23% | −40,434−3.6% | 減碼 |
| Neuberger Berman Group LLC | 1,081,861 | $1.57 億 | 0.13% | −228,140−17.4% | 減碼 |
| Jane Street Group, LLC | 1,118,669 | $1.62 億 | 0.29% | +937,808+518.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,134,900 | $1.65 億 | 0.16% | −357,272−23.9% | 減碼 |
| Ensign Peak Advisors, Inc | 1,142,214 | $1.66 億 | 0.32% | +94,488+9.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,159,360 | $1.68 億 | 0.55% | +60,586+5.5% | 加碼 |
| Raymond James Financial Inc | 1,190,501 | $1.73 億 | 0.07% | +65,478+5.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,224,200 | $1.78 億 | 0.39% | −239,524−16.4% | 減碼 |
| Canada Pension Plan Investment Board | 1,226,404 | $1.78 億 | 0.17% | +353,250+40.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,230,257 | $1.79 億 | 0.05% | −7,513,638−85.9% | 減碼 |
| KBC Group NV | 1,258,617 | $1.83 億 | 0.57% | −446,263−26.2% | 減碼 |
| Great West Life Assurance Co | 1,263,939 | $1.84 億 | 0.32% | +4150.0% | 加碼 |
| Epoch Investment Partners, Inc. | 1,272,170 | $1.85 億 | 0.96% | +42,742+3.5% | 加碼 |
| California State Teachers Retirement System | 1,302,072 | $1.89 億 | 0.23% | −24,931−1.9% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 1,328,000 | $1.93 億 | 1.08% | +360,000+37.2% | 加碼 |
| ProShare Advisors LLC | 1,354,645 | $1.97 億 | 0.44% | +139,450+11.5% | 加碼 |
| Victory Capital Management Inc | 1,406,235 | $2.04 億 | 0.21% | +407,364+40.8% | 加碼 |
| TD Asset Management Inc | 1,517,943 | $2.20 億 | 0.20% | −20,800−1.4% | 減碼 |