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 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 866,816 | $1.26 億 | 0.38% | −182,048−17.4% | 減碼 |
| APG Asset Management N.V. | 894,796 | $1.20 億 | 0.37% | +70,389+8.5% | 加碼 |
| Woodline Partners LP | 811,978 | $1.18 億 | 0.77% | +248,371+44.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 811,441 | $1.18 億 | 0.25% | +110,610+15.8% | 加碼 |
| Brown Brothers Harriman & Co | 807,041 | $1.17 億 | 0.82% | +63,267+8.5% | 加碼 |
| Holocene Advisors, LP | 805,000 | $1.17 億 | 0.34% | +416,000+106.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 798,126 | $1.16 億 | 0.21% | −27,200−3.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 794,626 | $1.15 億 | 0.23% | −11,740−1.5% | 減碼 |
| Massachusetts Financial Services Co | 794,431 | $1.15 億 | 0.04% | +16,839+2.2% | 加碼 |
| Danske Bank A/S | 791,697 | $1.15 億 | 0.35% | −121,128−13.3% | 減碼 |
| Natixis Advisors, L.P. | 784,379 | $1.14 億 | 0.21% | +77,650+11.0% | 加碼 |
| Russell Investments Group, Ltd. | 771,611 | $1.12 億 | 0.15% | −83,528−9.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 791,030 | $1.12 億 | 0.22% | −25,712−3.1% | 減碼 |
| Capital Research Global Investors | 770,303 | $1.12 億 | 0.02% | +188,714+32.4% | 加碼 |
| CapitalatWork S.A. | 768,503 | $1.12 億 | 3.62% | +12,355+1.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 762,438 | $1.11 億 | 0.30% | −584,762−43.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 741,859 | $1.08 億 | 0.68% | −83,891−10.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 724,949 | $1.05 億 | 0.27% | +10,488+1.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 719,765 | $1.04 億 | 0.43% | +102,311+16.6% | 加碼 |
| LPL Financial LLC | 706,696 | $1.03 億 | 0.04% | +69,057+10.8% | 加碼 |
| Harding Loevner LP | 703,180 | $1.02 億 | 0.78% | −132,930−15.9% | 減碼 |
| New York State Teachers Retirement System | 693,463 | $1.01 億 | 0.23% | −56,374−7.5% | 減碼 |
| Storebrand Asset Management AS | 686,807 | $9,967 萬 | 0.32% | −9,044−1.3% | 減碼 |
| Standard Life Aberdeen plc | 684,754 | $9,804 萬 | 0.19% | −229,252−25.1% | 減碼 |
| AQR Capital Management LLC | 684,222 | $9,782 萬 | 0.10% | −228,538−25.0% | 減碼 |
| AXA S.A. | 664,545 | $9,644 萬 | 0.32% | −30,771−4.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 656,296 | $9,524 萬 | 0.19% | −85,893−11.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 653,156 | $9,479 萬 | 0.48% | +126,138+23.9% | 加碼 |
| Bank of Nova Scotia | 642,691 | $9,327 萬 | 0.21% | −188,222−22.7% | 減碼 |
| Nisa Investment Advisors, LLC | 642,644 | $9,326 萬 | 0.47% | +121,720+23.4% | 加碼 |
| Prudential Financial Inc | 641,265 | $9,306 萬 | 0.13% | −16,701−2.5% | 減碼 |
| US Bancorp | 631,309 | $9,162 萬 | 0.12% | −3,227−0.5% | 減碼 |
| Truist Financial Corp | 628,626 | $9,123 萬 | 0.15% | +51,302+8.9% | 加碼 |
| Intermede Investment Partners Ltd | 624,356 | $9,061 萬 | 2.85% | −51,332−7.6% | 減碼 |
| Aviva PLC | 618,666 | $8,978 萬 | 0.22% | +86,055+16.2% | 加碼 |
| Korea Investment CORP | 614,275 | $8,914 萬 | 0.22% | −27,053−4.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 595,000 | $8,635 萬 | 0.76% | −50,000−7.8% | 減碼 |
| Findlay Park Partners LLP | 584,700 | $8,485 萬 | 0.87% | +157,500+36.9% | 加碼 |
| Voya Investment Management LLC | 570,063 | $8,273 萬 | 0.09% | −71,791−11.2% | 減碼 |
| Boston Trust Walden Corp | 564,893 | $8,198 萬 | 0.60% | −27,303−4.6% | 減碼 |
| Fifth Third Bancorp | 561,426 | $8,147 萬 | 0.31% | −10,651−1.9% | 減碼 |
| Glenmede Trust Co NA | 551,396 | $8,002 萬 | 0.43% | −2,221−0.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 549,188 | $7,970 萬 | 0.39% | −104,601−16.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 534,347 | $7,754 萬 | 0.16% | −574,268−51.8% | 減碼 |
| Bristol Gate Capital Partners Inc. | 529,519 | $7,684 萬 | 3.75% | +145,891+38.0% | 加碼 |
| Erste Asset Management GmbH | 511,320 | $7,431 萬 | 0.95% | +5,041+1.0% | 加碼 |
| XN LP | 509,260 | $7,390 萬 | 3.36% | +12,852+2.6% | 加碼 |
| Raiffeisen Bank International AG | 505,332 | $7,331 萬 | 1.17% | +53,392+11.8% | 加碼 |
| Argent Capital Management LLC | 499,578 | $7,250 萬 | 2.22% | −8,412−1.7% | 減碼 |
| Lazard Freres Gestion S.A.S. | 492,574 | $7,148 萬 | 1.74% | +6,373+1.3% | 加碼 |
| HighTower Advisors, LLC | 488,513 | $7,089 萬 | 0.10% | +20,845+4.5% | 加碼 |
| Man Group plc | 486,026 | $7,053 萬 | 0.21% | −304,341−38.5% | 減碼 |
| Retirement Systems of Alabama | 478,304 | $6,941 萬 | 0.27% | −7,321−1.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 475,970 | $6,907 萬 | 0.04% | +5,520+1.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 472,860 | $6,862 萬 | 0.06% | +27,607+6.2% | 加碼 |
| State of Wisconsin Investment Board | 468,718 | $6,802 萬 | 0.18% | +1,305+0.3% | 加碼 |
| Achmea Investment Management B.V. | 466,150 | $6,765 萬 | 0.99% | +302,605+185.0% | 加碼 |
| Rockefeller Capital Management L.P. | 463,968 | $6,733 萬 | 0.17% | −11,077−2.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 462,652 | $6,714 萬 | 0.21% | −6,496−1.4% | 減碼 |
| Guggenheim Capital LLC | 458,303 | $6,651 萬 | 0.62% | −30,038−6.2% | 減碼 |
| Schroder Investment Management Group | 457,585 | $6,638 萬 | 0.07% | −49,952−9.8% | 減碼 |
| ING Groep NV | 453,795 | $6,585 萬 | 0.46% | +69,364+18.0% | 加碼 |
| Toronto Dominion Bank | 449,282 | $6,520 萬 | 0.17% | +117,870+35.6% | 加碼 |
| 1832 Asset Management L.P. | 449,244 | $6,519 萬 | 0.12% | +341,761+318.0% | 加碼 |
| CIBC Asset Management Inc | 444,803 | $6,452 萬 | 0.21% | +70,910+19.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 443,840 | $6,441 萬 | 0.40% | +14,746+3.4% | 加碼 |
| Treasurer of the State of North Carolina | 431,954 | $6,269 萬 | 0.25% | +2,843+0.7% | 加碼 |
| Fisher Asset Management, LLC | 422,213 | $6,127 萬 | 0.03% | −2,873,111−87.2% | 減碼 |
| Credit Agricole S A | 408,734 | $5,932 萬 | 0.22% | −13,860−3.3% | 減碼 |
| UniSuper Management Pty Ltd | 399,117 | $5,792 萬 | 0.43% | +20,925+5.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 398,909 | $5,789 萬 | 0.17% | −173,950−30.4% | 減碼 |
| Twin Tree Management, LP | 392,418 | $5,695 萬 | 1.25% | +206,192+110.7% | 加碼 |
| Tocqueville Asset Management L.P. | 374,017 | $5,428 萬 | 0.89% | +29,954+8.7% | 加碼 |
| Public Employees Retirement System of Ohio | 371,341 | $5,389 萬 | 0.20% | −28,509−7.1% | 減碼 |
| Voloridge Investment Management, LLC | 367,509 | $5,333 萬 | 0.20% | −306,937−45.5% | 減碼 |
| CI Private Wealth, LLC | 363,160 | $5,270 萬 | 0.09% | −26,235−6.7% | 減碼 |
| Capital Advisors Inc | 361,437 | $5,245 萬 | 1.04% | +73,286+25.4% | 加碼 |
| Andra AP-fonden | 360,733 | $5,235 萬 | 0.86% | +307,733+580.6% | 加碼 |
| KLP Kapitalforvaltning AS | 359,841 | $5,222 萬 | 0.26% | −22,300−5.8% | 減碼 |
| Teacher Retirement System of Texas | 359,086 | $5,211 萬 | 0.22% | −229,406−39.0% | 減碼 |
| Commonwealth Equity Services, LLC | 358,202 | $5,198 萬 | 0.07% | +14,739+4.3% | 加碼 |
| Crestwood Advisors Group LLC | 350,644 | $5,089 萬 | 0.97% | −7,145−2.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 349,841 | $5,077 萬 | 0.32% | −100,463−22.3% | 減碼 |
| Handelsbanken Fonder AB | 349,062 | $5,066 萬 | 0.21% | −7,832−2.2% | 減碼 |
| Panagora Asset Management Inc | 343,218 | $4,981 萬 | 0.25% | −699,331−67.1% | 減碼 |
| Asset Management One Co.,Ltd. | 342,446 | $4,970 萬 | 0.17% | +9,620+2.9% | 加碼 |
| Coronation Fund Managers Ltd. | 340,276 | $4,938 萬 | 2.68% | +340,276 | 新進 |
| Acadian Asset Management LLC | 334,798 | $4,857 萬 | 0.14% | +211,055+170.6% | 加碼 |
| Whittier Trust Co | 331,928 | $4,817 萬 | 0.67% | −602−0.2% | 減碼 |
| Abn Amro Investment Solutions | 331,051 | $4,804 萬 | 1.00% | −72,783−18.0% | 減碼 |
| RDST Capital LLC | 329,650 | $4,784 萬 | 6.80% | +151,260+84.8% | 加碼 |
| Analog Century Management LP | 326,381 | $4,736 萬 | 3.84% | −38,422−10.5% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $4,609 萬 | 1.76% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 316,240 | $4,589 萬 | 0.41% | +206,113+187.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 308,213 | $4,473 萬 | 0.50% | −133,173−30.2% | 減碼 |
| SEI Investments Co | 306,106 | $4,443 萬 | 0.06% | +38,302+14.3% | 加碼 |
| Earnest Partners LLC | 306,075 | $4,442 萬 | 0.21% | −18,768−5.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 304,462 | $4,418 萬 | 0.34% | −23,800−7.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 303,734 | $4,408 萬 | 1.33% | +5,371+1.8% | 加碼 |
| Nissay Asset Management Corp | 303,265 | $4,401 萬 | 0.29% | −1,832−0.6% | 減碼 |