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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 134,890 | $1,958 萬 | 0.33% | +81,350+151.9% | 加碼 |
| Utah Retirement Systems | 134,728 | $1,955 萬 | 0.23% | −3,329−2.4% | 減碼 |
| Aptus Capital Advisors, LLC | 134,715 | $1,955 萬 | 0.22% | −20,297−13.1% | 減碼 |
| Quantinno Capital Management LP | 133,958 | $1,944 萬 | 0.13% | +47,787+55.5% | 加碼 |
| Formuepleje A/S | 131,395 | $1,907 萬 | 1.09% | −19,571−13.0% | 減碼 |
| Advisor Group Holdings, Inc. | 130,530 | $1,896 萬 | 0.04% | +5,394+4.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 129,745 | $1,883 萬 | 0.13% | +19,398+17.6% | 加碼 |
| Rathbone Brothers plc | 129,260 | $1,876 萬 | 0.09% | +15,044+13.2% | 加碼 |
| Summit Street Capital Management, LLC | 129,083 | $1,873 萬 | 3.12% | +2,714+2.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 129,255 | $1,873 萬 | 0.19% | −21,183−14.1% | 減碼 |
| CIBC World Markets Inc. | 128,828 | $1,870 萬 | 0.04% | −189,894−59.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 128,749 | $1,868 萬 | 0.22% | +42,735+49.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 127,882 | $1,856 萬 | 0.16% | −8,900−6.5% | 減碼 |
| Pathstone Holdings, LLC | 127,395 | $1,850 萬 | 0.08% | +3,084+2.5% | 加碼 |
| Kempen Capital Management N.V. | 127,363 | $1,848 萬 | 0.19% | −118,418−48.2% | 減碼 |
| Trust Co of Vermont | 126,983 | $1,843 萬 | 0.92% | −4,866−3.7% | 減碼 |
| Marex Group plc | 125,546 | $1,822 萬 | 0.35% | +20,047+19.0% | 加碼 |
| Rakuten Investment Management, Inc. | 125,257 | $1,817 萬 | 0.08% | +125,257 | 新進 |
| Lountzis Asset Management, LLC | 120,219 | $1,813 萬 | 6.85% | +13,570+12.7% | 加碼 |
| Gotham Asset Management, LLC | 124,037 | $1,800 萬 | 0.15% | −74,821−37.6% | 減碼 |
| McGuire Investment Group, LLC | 122,929 | $1,784 萬 | 2.65% | +480+0.4% | 加碼 |
| New York Life Investment Management LLC | 120,665 | $1,751 萬 | 0.18% | −2,249−1.8% | 減碼 |
| Sit Investment Associates Inc | 120,279 | $1,746 萬 | 0.41% | −13,867−10.3% | 減碼 |
| Pinebridge Investments, L.P. | 119,964 | $1,741 萬 | 0.14% | −24,202−16.8% | 減碼 |
| South Dakota Investment Council | 119,771 | $1,738 萬 | 0.36% | +1,031+0.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 119,323 | $1,732 萬 | 0.81% | +2,450+2.1% | 加碼 |
| Hudson Bay Capital Management LP | 118,667 | $1,722 萬 | 0.11% | −81,381−40.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 118,382 | $1,718 萬 | 0.17% | −2,654−2.2% | 減碼 |
| Talbot Financial, LLC | 117,862 | $1,710 萬 | 2.14% | +501+0.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 117,590 | $1,707 萬 | 0.06% | −11,394−8.8% | 減碼 |
| Colony Group, LLC | 117,407 | $1,704 萬 | 0.04% | +31,171+36.1% | 加碼 |
| Keybank National Association | 116,976 | $1,698 萬 | 0.07% | −480−0.4% | 減碼 |
| Baker Avenue Asset Management, LP | 116,685 | $1,693 萬 | 0.53% | +8,496+7.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 116,375 | $1,689 萬 | 0.54% | +116,375 | 新進 |
| Ethic Inc. | 114,740 | $1,671 萬 | 0.34% | −6,465−5.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 114,392 | $1,660 萬 | 1.09% | −806−0.7% | 減碼 |
| Hancock Whitney Corp | 113,963 | $1,654 萬 | 0.54% | −4,252−3.6% | 減碼 |
| Eastern Bank | 113,929 | $1,653 萬 | 0.32% | −6,813−5.6% | 減碼 |
| First Nebraska Trust Co | 113,064 | $1,641 萬 | 1.62% | −737−0.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 112,610 | $1,634 萬 | 0.16% | +26,551+30.9% | 加碼 |
| Renaissance Technologies LLC | 112,348 | $1,630 萬 | 0.02% | −375,300−77.0% | 減碼 |
| BancorpSouth Bank | 111,981 | $1,625 萬 | 1.16% | +1,909+1.7% | 加碼 |
| Cresset Asset Management, LLC | 111,278 | $1,615 萬 | 0.08% | −607−0.5% | 減碼 |
| LMCG Investments, LLC | 110,819 | $1,608 萬 | 1.07% | −11,300−9.3% | 減碼 |
| Wealthfront Advisers LLC | 110,789 | $1,608 萬 | 0.04% | −1,467−1.3% | 減碼 |
| JustInvest LLC | 110,265 | $1,600 萬 | 0.24% | +6,407+6.2% | 加碼 |
| NewEdge Wealth, LLC | 110,033 | $1,597 萬 | 0.29% | −48,882−30.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 109,792 | $1,593 萬 | 0.07% | −560−0.5% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,562 萬 | 2.22% | 00.0% | 不變 |
| Nomura Holdings Inc | 107,396 | $1,559 萬 | 0.08% | +4,239+4.1% | 加碼 |
| Financial Counselors Inc | 106,623 | $1,547 萬 | 0.23% | −1,668−1.5% | 減碼 |
| Meitav Dash Investments Ltd | 105,759 | $1,535 萬 | 0.28% | −240.0% | 減碼 |
| Profund Advisors LLC | 105,553 | $1,532 萬 | 0.67% | −17,356−14.1% | 減碼 |
| Willis Investment Counsel | 104,712 | $1,520 萬 | 1.02% | −43,592−29.4% | 減碼 |
| Cumberland Partners Ltd | 104,400 | $1,515 萬 | 1.17% | −1,123−1.1% | 減碼 |
| Yousif Capital Management, LLC | 103,169 | $1,497 萬 | 0.17% | −1,900−1.8% | 減碼 |
| Louisiana State Employees Retirement System | 103,100 | $1,496 萬 | 0.30% | −1,400−1.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 102,886 | $1,493 萬 | 0.33% | +27,653+36.8% | 加碼 |
| Vivaldi Capital Management, LLC | 102,813 | $1,492 萬 | 2.40% | −4,827−4.5% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 102,009 | $1,480 萬 | 3.05% | −42,092−29.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 101,883 | $1,479 萬 | 0.13% | +16,972+20.0% | 加碼 |
| Nuance Investments, LLC | 101,811 | $1,477 萬 | 0.97% | +58,657+135.9% | 加碼 |
| iA Global Asset Management Inc. | 101,561 | $1,474 萬 | 0.25% | −322−0.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,362 | $1,471 萬 | 0.15% | +991+1.0% | 加碼 |
| Sienna Gestion | 102,753 | $1,449 萬 | 1.19% | −10,047−8.9% | 減碼 |
| Stanley Capital Management, LLC | 99,800 | $1,448 萬 | 2.85% | 00.0% | 不變 |
| OP Asset Management Ltd | 99,659 | $1,446 萬 | 0.24% | +99,659 | 新進 |
| Penserra Capital Management LLC | 99,592 | $1,445 萬 | 0.26% | +25,890+35.1% | 加碼 |
| Brookstone Capital Management | 99,428 | $1,443 萬 | 0.21% | +54,050+119.1% | 加碼 |
| CCM Investment Advisers LLC | 99,193 | $1,439 萬 | 1.77% | +2,186+2.3% | 加碼 |
| William Blair Investment Management, LLC | 98,398 | $1,428 萬 | 0.04% | +579+0.6% | 加碼 |
| Savoie Capital LLC | 87,695 | $1,426 萬 | 1.70% | 00.0% | 不變 |
| CIBC World Markets Corp | 98,073 | $1,423 萬 | 0.11% | −121,887−55.4% | 減碼 |
| Oppenheimer & Co Inc | 97,520 | $1,415 萬 | 0.21% | +24,928+34.3% | 加碼 |
| Pinnacle Associates Ltd | 97,258 | $1,411 萬 | 0.21% | −14,289−12.8% | 減碼 |
| Raub Brock Capital Management LP | 95,934 | $1,392 萬 | 3.11% | +95,934 | 新進 |
| E Fund Management Co., Ltd. | 95,509 | $1,386 萬 | 0.66% | +3,682+4.0% | 加碼 |
| State of Alaska, Department of Revenue | 95,151 | $1,381 萬 | 0.16% | +1,155+1.2% | 加碼 |
| Brown Advisory Inc | 94,619 | $1,373 萬 | 0.02% | +15,377+19.4% | 加碼 |
| Mutual of America Capital Management LLC | 94,498 | $1,371 萬 | 0.16% | −4,250−4.3% | 減碼 |
| First Foundation Advisors | 93,530 | $1,357 萬 | 0.55% | −5,120−5.2% | 減碼 |
| Wellington Management Group LLP | 93,253 | $1,353 萬 | 0.00% | +1,050+1.1% | 加碼 |
| California First Leasing Corp | 92,836 | $1,347 萬 | 5.94% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 91,450 | $1,327 萬 | 0.07% | −3,193−3.4% | 減碼 |
| Cooper Creek Partners Management LLC | 90,849 | $1,318 萬 | 0.43% | +187+0.2% | 加碼 |
| PGGM Investments | 90,513 | $1,314 萬 | 0.18% | −40,389−30.9% | 減碼 |
| Fisher Funds Management LTD | 90,069 | $1,307 萬 | 0.32% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 89,529 | $1,299 萬 | 1.59% | −3,432−3.7% | 減碼 |
| Bokf, NA | 88,998 | $1,292 萬 | 0.23% | −9,523−9.7% | 減碼 |
| Ieq Capital, LLC | 88,987 | $1,291 萬 | 0.10% | +3,590+4.2% | 加碼 |
| Banco Santander, S.A. | 87,636 | $1,272 萬 | 0.14% | −71,580−45.0% | 減碼 |
| Cornerstone Advisors, LLC | 87,600 | $1,271 萬 | 0.55% | +11,300+14.8% | 加碼 |
| Univest Financial Corp | 87,284 | $1,267 萬 | 0.83% | −13,478−13.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 87,165 | $1,265 萬 | 0.13% | −46,746−34.9% | 減碼 |
| Soros Capital Management LLC | 87,144 | $1,265 萬 | 3.24% | +17,687+25.5% | 加碼 |
| Carmel Capital Management L.L.C. | 87,085 | $1,264 萬 | 5.13% | +710+0.8% | 加碼 |
| Nearwater Capital Markets, Ltd | 86,500 | $1,255 萬 | 0.36% | −55,000−38.9% | 減碼 |
| Managed Asset Portfolios, LLC | 86,308 | $1,253 萬 | 1.74% | +7,750+9.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 86,521 | $1,251 萬 | 0.13% | +23,555+37.4% | 加碼 |
| TownSquare Capital, LLC | 86,029 | $1,248 萬 | 0.13% | +14,452+20.2% | 加碼 |