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 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 | 3,520 | $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 | 1,649 | $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 |
|---|---|---|---|---|---|
| NBT Bank N A | 3,085 | $44.8 萬 | 0.03% | −800−20.6% | 減碼 |
| Seven Mile Advisory | 3,089 | $44.8 萬 | 0.30% | +144+4.9% | 加碼 |
| Morse Asset Management, Inc | 3,093 | $44.9 萬 | 0.11% | −302−8.9% | 減碼 |
| Semmax Financial Advisors Inc. | 2,888 | $44.9 萬 | 0.12% | +2,888 | 新進 |
| RiverGlades Family Offices LLC | 3,100 | $45.0 萬 | 0.32% | +400+14.8% | 加碼 |
| Kovack Advisors, Inc. | 3,109 | $45.1 萬 | 0.05% | +47+1.5% | 加碼 |
| Silver Coast Investments LLC | 3,123 | $45.3 萬 | 0.17% | +77+2.5% | 加碼 |
| IMPACTfolio, LLC | 3,135 | $45.5 萬 | 0.24% | −94−2.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,140 | $45.6 萬 | 0.04% | +32+1.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,150 | $45.7 萬 | 0.08% | −270−7.9% | 減碼 |
| Gerber, LLC | 3,153 | $45.8 萬 | 0.38% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 3,194 | $46.4 萬 | 0.01% | +196+6.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 3,203 | $46.5 萬 | 0.01% | +3,203 | 新進 |
| Blueshift Asset Management, LLC | 3,206 | $46.5 萬 | 0.18% | −90−2.7% | 減碼 |
| David Loasby | 3,378 | $46.7 萬 | 0.05% | +403+13.5% | 加碼 |
| Ameritas Advisory Services, LLC | 3,035 | $47.0 萬 | 0.02% | +47+1.6% | 加碼 |
| Hallmark Capital Management Inc | 3,253 | $47.2 萬 | 0.04% | +214+7.0% | 加碼 |
| First Horizon Advisors, Inc. | 3,262 | $47.3 萬 | 0.01% | +871+36.4% | 加碼 |
| IFG Advisory, LLC | 3,263 | $47.4 萬 | 0.03% | +7+0.2% | 加碼 |
| Insigneo Advisory Services, LLC | 3,265 | $47.4 萬 | 0.05% | −372−10.2% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 3,280 | $47.6 萬 | 0.16% | +46+1.4% | 加碼 |
| Cidel Asset Management Inc | 3,287 | $47.7 萬 | 0.03% | +195+6.3% | 加碼 |
| Fundamentun, LLC | 3,293 | $47.8 萬 | 0.03% | +668+25.4% | 加碼 |
| Waddell & Associates, LLC | 3,301 | $47.9 萬 | 0.06% | −14−0.4% | 減碼 |
| Camden Capital, LLC | 3,303 | $47.9 萬 | 0.05% | +182+5.8% | 加碼 |
| Physicians Financial Services, Inc. | 3,310 | $48.0 萬 | 0.16% | −116−3.4% | 減碼 |
| Main Street Financial Solutions, LLC | 3,312 | $48.1 萬 | 0.04% | −16−0.5% | 減碼 |
| Field & Main Bank | 3,315 | $48.1 萬 | 0.17% | +145+4.6% | 加碼 |
| Strategic Advocates LLC | 3,318 | $48.2 萬 | 0.17% | −594−15.2% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,328 | $48.3 萬 | 0.26% | +1,623+95.2% | 加碼 |
| Harbour Capital Advisors, LLC | 3,566 | $48.3 萬 | 0.12% | 00.0% | 不變 |
| Herold Advisors, Inc. | 3,345 | $48.5 萬 | 0.11% | +3,345 | 新進 |
| Shelton Wealth Management, LLC | 3,347 | $48.6 萬 | 0.28% | +2+0.1% | 加碼 |
| Kaizen Financial Strategies | 3,353 | $48.7 萬 | 0.28% | −98−2.8% | 減碼 |
| Haverford Trust Co | 3,353 | $48.7 萬 | 0.00% | +91+2.8% | 加碼 |
| LVW Advisors, LLC | 3,361 | $48.8 萬 | 0.06% | +117+3.6% | 加碼 |
| International Assets Investment Management, LLC | 3,361 | $48.8 萬 | 0.04% | +146+4.5% | 加碼 |
| Apexium Financial, LP | 3,370 | $48.9 萬 | 0.03% | +592+21.3% | 加碼 |
| Maven Securities LTD | 3,373 | $48.9 萬 | 0.11% | +3,373 | 新進 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,374 | $49.0 萬 | 0.04% | −490−12.7% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,381 | $49.1 萬 | 0.05% | −319−8.6% | 減碼 |
| Rogco, LP | 3,385 | $49.1 萬 | 0.20% | −635−15.8% | 減碼 |
| Greenberg Financial Group | 1,440 | $49.2 萬 | 0.21% | +1,440 | 新進 |
| Systematic Financial Management LP | 3,400 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Leisure Capital Management | 3,406 | $49.4 萬 | 0.20% | 00.0% | 不變 |
| Wealth Architects, LLC | 3,433 | $49.8 萬 | 0.05% | +85+2.5% | 加碼 |
| Farmers Trust Co | 3,435 | $49.8 萬 | 0.09% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,443 | $50.0 萬 | 0.03% | +46+1.4% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,445 | $50.0 萬 | 0.10% | 00.0% | 不變 |
| RD Lewis Holdings, Inc. | 3,226 | $50.0 萬 | 0.57% | −10−0.3% | 減碼 |
| Cable Hill Partners, LLC | 3,321 | $50.1 萬 | 0.05% | −164−4.7% | 減碼 |
| Childress Capital Advisors, LLC | 3,450 | $50.1 萬 | 0.15% | +243+7.6% | 加碼 |
| Kanawha Capital Management LLC | 3,454 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 3,455 | $50.1 萬 | 0.24% | +285+9.0% | 加碼 |
| Joel Isaacson & Co., LLC | 3,459 | $50.2 萬 | 0.02% | +3,459 | 新進 |
| Astoria Portfolio Advisors LLC. | 3,505 | $50.3 萬 | 0.17% | +140+4.2% | 加碼 |
| Capital Management Associates, Inc | 3,480 | $50.5 萬 | 0.11% | +1,745+100.6% | 加碼 |
| Inscription Capital, LLC | 2,449 | $50.5 萬 | 0.08% | +2,449 | 新進 |
| Quent Capital, LLC | 3,490 | $50.7 萬 | 0.05% | +41+1.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,500 | $50.8 萬 | 0.05% | +321+10.1% | 加碼 |
| Persium Advisors, LLC | 3,503 | $50.8 萬 | 0.48% | +3,503 | 新進 |
| Purus Wealth Management, LLC | 3,505 | $50.9 萬 | 0.22% | −44−1.2% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 3,514 | $51.0 萬 | 0.22% | +26+0.7% | 加碼 |
| Worth Financial Advisory Group, LLC | 3,539 | $51.4 萬 | 0.33% | −1,301−26.9% | 減碼 |
| Focus Financial Network, Inc. | 3,539 | $51.4 萬 | 0.02% | +327+10.2% | 加碼 |
| PFG Advisors | 3,570 | $51.8 萬 | 0.03% | +1,779+99.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,582 | $52.0 萬 | 0.08% | −472−11.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,635 | $52.8 萬 | 0.01% | 00.0% | 不變 |
| Chicago Trust Co NA | 3,636 | $52.8 萬 | 0.09% | −101−2.7% | 減碼 |
| MIG Capital, LLC | 3,643 | $52.9 萬 | 0.07% | +3,643 | 新進 |
| Redmond Asset Management, LLC | 3,649 | $53.0 萬 | 0.14% | 00.0% | 不變 |
| Kirtland Hills Capital Management, LLC | 3,855 | $53.0 萬 | 0.32% | +699+22.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,652 | $53.0 萬 | 0.04% | +21+0.6% | 加碼 |
| Legacy Private Trust Co. | 3,667 | $53.2 萬 | 0.04% | −56−1.5% | 減碼 |
| BlueSpruce Investments, LP | 3,682 | $53.4 萬 | 0.01% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 3,687 | $53.5 萬 | 0.11% | −7,194−66.1% | 減碼 |
| Consolidated Portfolio Review Corp | 3,693 | $53.6 萬 | 0.09% | +238+6.9% | 加碼 |
| Davis Investment Partners, LLC | 3,720 | $53.8 萬 | 0.24% | −3,996−51.8% | 減碼 |
| PEAK6 LLC | 3,723 | $54.0 萬 | 0.02% | −17,650−82.6% | 減碼 |
| Visionary Horizons, LLC | 3,728 | $54.1 萬 | 0.38% | +2,146+135.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 3,729 | $54.1 萬 | 0.05% | −20−0.5% | 減碼 |
| LVZ Advisors, Inc. | 3,731 | $54.1 萬 | 0.07% | 00.0% | 不變 |
| Western Wealth Management, LLC | 3,735 | $54.2 萬 | 0.04% | +109+3.0% | 加碼 |
| Neo Ivy Capital Management | 3,738 | $54.2 萬 | 0.17% | −10,212−73.2% | 減碼 |
| Sentry LLC | 3,742 | $54.3 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 3,753 | $54.5 萬 | 0.01% | +386+11.5% | 加碼 |
| Tempus Wealth Planning, LLC | 3,762 | $54.6 萬 | 0.16% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 3,765 | $54.6 萬 | 0.05% | −97−2.5% | 減碼 |
| Cim Investment Mangement Inc | 3,796 | $55.1 萬 | 0.13% | −3−0.1% | 減碼 |
| Optimum Investment Advisors | 3,796 | $55.1 萬 | 0.26% | +50+1.3% | 加碼 |
| Principle Wealth Partners LLC | 3,796 | $55.1 萬 | 0.04% | +720+23.4% | 加碼 |
| Fielder Capital Group LLC | 3,803 | $55.2 萬 | 0.16% | +26+0.7% | 加碼 |
| Cozad Asset Management Inc | 3,812 | $55.3 萬 | 0.06% | +145+4.0% | 加碼 |
| Drucker Wealth 3.0, LLC | 3,821 | $55.4 萬 | 0.12% | +827+27.6% | 加碼 |
| Aviance Capital Partners, LLC | 3,841 | $55.7 萬 | 0.08% | −2,549−39.9% | 減碼 |
| Plancorp, LLC | 3,858 | $56.0 萬 | 0.02% | +1,020+35.9% | 加碼 |
| WD Rutherford LLC | 3,863 | $56.2 萬 | 0.30% | −158−3.9% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,897 | $56.6 萬 | 0.13% | 00.0% | 不變 |
| Impact Investors, Inc | 3,911 | $56.8 萬 | 0.44% | +87+2.3% | 加碼 |
| Finivi Inc. | 3,919 | $56.9 萬 | 0.46% | +152+4.0% | 加碼 |