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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 85,768 | $1,245 萬 | 0.96% | +2,480+3.0% | 加碼 |
| Trillium Asset Management, LLC | 85,430 | $1,240 萬 | 0.36% | +45,110+111.9% | 加碼 |
| Blair William & Co | 84,791 | $1,230 萬 | 0.04% | +1,727+2.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 83,694 | $1,215 萬 | 0.10% | +5,284+6.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 82,255 | $1,194 萬 | 0.29% | +105+0.1% | 加碼 |
| LVM Capital Management Ltd | 81,938 | $1,189 萬 | 1.32% | +718+0.9% | 加碼 |
| FRG Family Wealth Advisors LLC | 81,201 | $1,178 萬 | 2.28% | −860−1.0% | 減碼 |
| Prudential PLC | 80,696 | $1,171 萬 | 0.06% | −22,228−21.6% | 減碼 |
| Avanza Fonder AB | 78,117 | $1,154 萬 | 0.38% | −7,090−8.3% | 減碼 |
| Generali Asset Management SPA SGR | 78,089 | $1,133 萬 | 0.28% | −16,333−17.3% | 減碼 |
| ABN AMRO Bank N.V. | 77,719 | $1,126 萬 | 0.16% | +18,893+32.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 77,295 | $1,122 萬 | 0.04% | −6,273−7.5% | 減碼 |
| Grimes & Company, Inc. | 75,814 | $1,100 萬 | 0.34% | +883+1.2% | 加碼 |
| Callahan Advisors, LLC | 75,676 | $1,098 萬 | 1.05% | +389+0.5% | 加碼 |
| Blue Grotto Capital, LLC | 75,000 | $1,088 萬 | 2.08% | +75,000 | 新進 |
| Eisler Capital Management Ltd. | 73,483 | $1,066 萬 | 0.32% | +38,469+109.9% | 加碼 |
| WoodTrust Financial Corp | 73,423 | $1,066 萬 | 1.49% | +5,669+8.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 72,869 | $1,057 萬 | 0.28% | −20,052−21.6% | 減碼 |
| Capital Investment Counsel, Inc | 72,601 | $1,054 萬 | 1.57% | +11,070+18.0% | 加碼 |
| Gabelli Funds LLC | 72,302 | $1,049 萬 | 0.08% | +125+0.2% | 加碼 |
| Larson Financial Group LLC | 72,201 | $1,048 萬 | 0.50% | +2,422+3.5% | 加碼 |
| Jacobs & Co | 71,816 | $1,042 萬 | 1.11% | +3,143+4.6% | 加碼 |
| Capital International Sarl | 71,754 | $1,041 萬 | 0.24% | +17,743+32.9% | 加碼 |
| General American Investors Co Inc | 71,652 | $1,040 萬 | 0.77% | +10,000+16.2% | 加碼 |
| Captrust Financial Advisors | 70,834 | $1,028 萬 | 0.03% | +7,194+11.3% | 加碼 |
| J. Safra Sarasin Holding AG | 70,822 | $1,028 萬 | 0.19% | −44,000−38.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 70,474 | $1,023 萬 | 0.13% | +12,888+22.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,016 萬 | 0.25% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 69,856 | $1,014 萬 | 0.26% | +69,856 | 新進 |
| Oregon Public Employees Retirement Fund | 69,816 | $1,013 萬 | 0.20% | −823−1.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 69,601 | $1,011 萬 | 0.50% | +10,646+18.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 69,284 | $1,005 萬 | 0.36% | +7,800+12.7% | 加碼 |
| Arvest Bank Trust Division | 68,665 | $996.5 萬 | 0.63% | +18,689+37.4% | 加碼 |
| Congress Wealth Management LLC | 68,458 | $994.6 萬 | 0.12% | +9,354+15.8% | 加碼 |
| D.A. Davidson & Co. | 68,422 | $993.0 萬 | 0.08% | −11,967−14.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 68,268 | $990.7 萬 | 0.03% | +52,139+323.3% | 加碼 |
| EP Wealth Advisors, LLC | 67,674 | $982.1 萬 | 0.08% | +3,305+5.1% | 加碼 |
| Global X Japan Co., Ltd. | 67,471 | $979.1 萬 | 1.13% | +5,336+8.6% | 加碼 |
| MUFG Securities EMEA plc | 67,000 | $972.3 萬 | 0.25% | −28,000−29.5% | 減碼 |
| Bradley Foster & Sargent Inc | 66,467 | $964.6 萬 | 0.17% | −121,704−64.7% | 減碼 |
| Hollencrest Capital Management | 66,403 | $963.6 萬 | 0.42% | −714−1.1% | 減碼 |
| RMB Capital Management, LLC | 66,122 | $959.6 萬 | 0.24% | −1,890−2.8% | 減碼 |
| Holderness Investments Co | 66,061 | $958.7 萬 | 2.24% | +110+0.2% | 加碼 |
| Roanoke Asset Management Corp | 65,555 | $951.3 萬 | 3.26% | −50−0.1% | 減碼 |
| CWM, LLC | 65,494 | $950.4 萬 | 0.04% | +4,276+7.0% | 加碼 |
| Mizuho Securities USA LLC | 65,073 | $944.3 萬 | 0.20% | −13,062−16.7% | 減碼 |
| Cullinan Associates Inc | 64,980 | $943.0 萬 | 0.67% | −3,594−5.2% | 減碼 |
| Norinchukin Bank, The | 64,389 | $934.4 萬 | 0.17% | +19,117+42.2% | 加碼 |
| F&V Capital Management, LLC | 64,321 | $933.4 萬 | 2.42% | −759−1.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 63,562 | $922.4 萬 | 0.27% | −1,255−1.9% | 減碼 |
| Quadrature Capital Ltd | 63,012 | $915.4 萬 | 0.20% | +23,267+58.5% | 加碼 |
| First Citizens Bank & Trust Co | 62,146 | $901.9 萬 | 0.23% | +3,937+6.8% | 加碼 |
| Isthmus Partners, LLC | 61,532 | $893.0 萬 | 1.12% | +500+0.8% | 加碼 |
| Four Tree Island Advisory LLC | 61,414 | $891.2 萬 | 6.26% | +3,595+6.2% | 加碼 |
| Kestra Advisory Services, LLC | 61,213 | $888.3 萬 | 0.04% | +6,008+10.9% | 加碼 |
| Gateway Investment Advisers LLC | 61,013 | $885.4 萬 | 0.10% | +829+1.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 60,812 | $882.5 萬 | 0.51% | +25,937+74.4% | 加碼 |
| Jamison Private Wealth Management, Inc. | 60,472 | $877.6 萬 | 1.34% | +294+0.5% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 60,152 | $872.9 萬 | 0.37% | +60,152 | 新進 |
| Banque Pictet & Cie SA | 60,239 | $870.6 萬 | 0.09% | +1,041+1.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 59,934 | $869.8 萬 | 0.57% | +3,858+6.9% | 加碼 |
| Balyasny Asset Management LLC | 59,325 | $860.9 萬 | 0.02% | +32,823+123.9% | 加碼 |
| Capstone Investment Advisors, LLC | 59,161 | $858.5 萬 | 0.08% | −17,943−23.3% | 減碼 |
| Warren Averett Asset Management, LLC | 59,099 | $857.6 萬 | 0.10% | +53,228+906.6% | 加碼 |
| Vident Advisory, LLC | 58,595 | $850.3 萬 | 0.12% | −10,377−15.0% | 減碼 |
| SP Asset Management LLC | 58,386 | $847.3 萬 | 0.75% | +186+0.3% | 加碼 |
| Bogart Wealth, LLC | 58,310 | $846.2 萬 | 0.40% | +1,243+2.2% | 加碼 |
| Sava Infond d.o.o. | 58,165 | $844.1 萬 | 1.61% | +9,500+19.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 58,107 | $843.2 萬 | 0.48% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 57,863 | $839.7 萬 | 0.31% | +11,754+25.5% | 加碼 |
| Value Aligned Research Advisors, LLC | 57,188 | $829.9 萬 | 0.67% | +57,188 | 新進 |
| Colonial Trust Advisors | 56,626 | $821.8 萬 | 0.73% | +585+1.0% | 加碼 |
| Phoenix Holdings Ltd. | 56,289 | $819.2 萬 | 0.13% | −631−1.1% | 減碼 |
| Bard Financial Services, Inc. | 56,065 | $813.6 萬 | 0.99% | −1,215−2.1% | 減碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $812.7 萬 | 2.23% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 55,832 | $810.2 萬 | 0.23% | +55,832 | 新進 |
| Evercore Wealth Management, LLC | 55,769 | $809.3 萬 | 0.13% | −118−0.2% | 減碼 |
| Westpac Banking Corp | 55,644 | $807.5 萬 | 0.59% | −1,742−3.0% | 減碼 |
| Kentucky Retirement Systems | 55,579 | $806.6 萬 | 0.25% | −1,319−2.3% | 減碼 |
| Brinker Capital Investments, LLC | 55,279 | $802.2 萬 | 0.08% | +9,043+19.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 55,279 | $802.2 萬 | 0.08% | +9,043+19.6% | 加碼 |
| Leonteq Securities AG | 55,106 | $796.6 萬 | 0.61% | +19,301+53.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 54,621 | $792.7 萬 | 0.11% | −2,832−4.9% | 減碼 |
| Sone Capital Management, LLC | 54,574 | $792.0 萬 | 0.82% | +54,574 | 新進 |
| Occudo Quantitative Strategies LP | 54,171 | $785.8 萬 | 1.04% | +19,181+54.8% | 加碼 |
| Mission Wealth Management, LP | 54,109 | $785.2 萬 | 0.20% | −343−0.6% | 減碼 |
| Hosking Partners LLP | 53,563 | $777.3 萬 | 0.33% | −24,387−31.3% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 53,530 | $776.4 萬 | 0.64% | 00.0% | 不變 |
| DJE Kapital AG | 54,315 | $774.7 萬 | 0.23% | −35,023−39.2% | 減碼 |
| Glassy Mountain Advisors, Inc. | 53,186 | $771.8 萬 | 2.73% | +139+0.3% | 加碼 |
| Greenwich Wealth Management LLC | 53,145 | $771.2 萬 | 0.58% | −60−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 52,967 | $768.7 萬 | 0.42% | +3,581+7.3% | 加碼 |
| GAM Holding AG | 52,607 | $763.4 萬 | 0.59% | +12,253+30.4% | 加碼 |
| Atria Investments LLC | 52,574 | $763.0 萬 | 0.10% | +7,105+15.6% | 加碼 |
| Torray LLC | 52,284 | $758.7 萬 | 1.13% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 52,000 | $754.6 萬 | 0.86% | +10,000+23.8% | 加碼 |
| SFMG, LLC | 51,873 | $752.8 萬 | 0.59% | −570−1.1% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 51,683 | $750.0 萬 | 0.42% | +41,652+415.2% | 加碼 |
| Himension Fund | 51,316 | $744.7 萬 | 0.64% | +1,932+3.9% | 加碼 |
| Entropy Technologies, LP | 51,018 | $740.4 萬 | 0.72% | +51,018 | 新進 |