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 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2025 年第 2 季 13F 持有人
Applied Materials Inc 在 2025/6/30 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
- 2,324
- 較 2025 年第 1 季 +191 家
- 持有股數
- 6.33 億
- 較 2025 年第 1 季 +124.1 萬 (+0.2%)
- 總市值
- $1,157 億
- 較 2025 年第 1 季 +$241.8 億 (+26.4%)
- 新進機構
- 323
- 另有 935 家加碼
- 清倉機構
- 132
- 另有 780 家減碼
另有 33 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 77,288,026 | $141.5 億 | 0.23% | +110,865+0.1% | 加碼 |
| BlackRock, Inc. | 75,259,933 | $137.8 億 | 0.26% | −3,314,602−4.2% | 減碼 |
| State Street Corp | 38,920,984 | $71.3 億 | 0.27% | +391,540+1.0% | 加碼 |
| Geode Capital Management, LLC | 21,026,363 | $38.4 億 | 0.27% | +407,282+2.0% | 加碼 |
| Alliancebernstein L.P. | 13,564,120 | $24.8 億 | 0.81% | +5,700,349+72.5% | 加碼 |
| Morgan Stanley | 10,779,144 | $19.7 億 | 0.13% | +630,055+6.2% | 加碼 |
| Northern Trust Corp | 9,550,313 | $17.5 億 | 0.24% | −214,106−2.2% | 減碼 |
| Ameriprise Financial Inc | 8,936,363 | $16.4 億 | 0.40% | +1,075,525+13.7% | 加碼 |
| Van Eck Associates Corp | 8,870,221 | $16.2 億 | 1.84% | +1,169,236+15.2% | 加碼 |
| Norges Bank | 8,761,686 | $16.0 億 | 0.20% | −1,697,972−16.2% | 減碼 |
| Price T Rowe Associates Inc | 8,475,856 | $15.5 億 | 0.18% | +2,902,183+52.1% | 加碼 |
| Amundi | 7,871,960 | $14.9 億 | 0.51% | +215,926+2.8% | 加碼 |
| Bank of New York Mellon Corp | 7,951,691 | $14.6 億 | 0.28% | +291,358+3.8% | 加碼 |
| Sanders Capital, LLC | 7,698,260 | $14.1 億 | 1.89% | +7,698,260 | 新進 |
| Invesco Ltd. | 7,637,048 | $14.0 億 | 0.24% | −378,160−4.7% | 減碼 |
| Nuveen, LLC | 7,612,624 | $13.9 億 | 0.39% | +131,921+1.8% | 加碼 |
| Goldman Sachs Group Inc | 7,607,233 | $13.9 億 | 0.23% | +1,973,657+35.0% | 加碼 |
| Bank of America Corp | 7,063,382 | $12.9 億 | 0.10% | +784,696+12.5% | 加碼 |
| Deutsche Bank AG | 6,681,811 | $12.2 億 | 0.45% | −507,591−7.1% | 減碼 |
| Royal Bank of Canada | 6,607,228 | $12.1 億 | 0.12% | +4,045,630+157.9% | 加碼 |
| Legal & General Group Plc | 6,488,792 | $11.9 億 | 0.29% | −107,759−1.6% | 減碼 |
| JPMorgan Chase & Co | 5,225,830 | $9.57 億 | 0.07% | +1,253,129+31.5% | 加碼 |
| FMR LLC | 5,063,596 | $9.27 億 | 0.05% | −4,034,469−44.3% | 減碼 |
| EdgePoint Investment Group Inc. | 4,991,467 | $9.14 億 | 6.91% | +172,563+3.6% | 加碼 |
| Davis Selected Advisers | 4,957,593 | $9.08 億 | 4.85% | −35,579−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 4,873,162 | $8.92 億 | 0.15% | +70,698+1.5% | 加碼 |
| UBS Group AG | 4,766,535 | $8.73 億 | 0.18% | −1,029,171−17.8% | 減碼 |
| Capital Research Global Investors | 4,572,490 | $8.37 億 | 0.17% | +3,802,187+493.6% | 加碼 |
| American Century Companies Inc | 4,285,879 | $7.85 億 | 0.43% | −156,898−3.5% | 減碼 |
| Barclays PLC | 4,004,492 | $7.33 億 | 0.29% | +289,899+7.8% | 加碼 |
| Capital World Investors | 3,918,271 | $7.17 億 | 0.10% | −8,288,582−67.9% | 減碼 |
| Swedbank AB | 3,768,551 | $6.90 億 | 0.78% | +3,768,551 | 新進 |
| Capital International Investors | 3,737,399 | $6.84 億 | 0.12% | −9,160,845−71.0% | 減碼 |
| Lazard Asset Management LLC | 3,717,354 | $6.81 億 | 0.94% | +105,545+2.9% | 加碼 |
| Franklin Resources Inc | 3,577,798 | $6.55 億 | 0.17% | −153,039−4.1% | 減碼 |
| Boston Partners | 3,536,507 | $6.47 億 | 0.72% | +1,190,864+50.8% | 加碼 |
| Parnassus Investments | 3,338,954 | $6.11 億 | 1.41% | −65,660−1.9% | 減碼 |
| Citigroup Inc | 3,323,777 | $6.08 億 | 0.42% | −228,073−6.4% | 減碼 |
| Victory Capital Management Inc | 3,181,474 | $5.91 億 | 0.38% | +1,775,239+126.2% | 加碼 |
| Cantillon Capital Management LLC | 2,983,740 | $5.46 億 | 3.16% | −86,690−2.8% | 減碼 |
| First Trust Advisors LP | 2,956,722 | $5.41 億 | 0.44% | +148,100+5.3% | 加碼 |
| Allianz Asset Management GmbH | 2,951,217 | $5.40 億 | 0.72% | −570,275−16.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,936,996 | $5.38 億 | 0.42% | −1,667,395−36.2% | 減碼 |
| Pictet Asset Management Holding SA | 2,920,633 | $5.35 億 | 0.54% | −237,159−7.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,844,760 | $5.21 億 | 0.32% | +101,721+3.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,822,649 | $5.17 億 | 0.12% | −77,411−2.7% | 減碼 |
| First Manhattan Co | 2,808,455 | $5.14 億 | 1.45% | −280,169−9.1% | 減碼 |
| Naya Capital Management UK Ltd | 2,706,855 | $4.96 億 | 38.00% | +308,292+12.9% | 加碼 |
| Rafferty Asset Management, LLC | 2,502,036 | $4.58 億 | 1.51% | +706,939+39.4% | 加碼 |
| HSBC Holdings PLC | 2,494,755 | $4.57 億 | 0.29% | −151,530−5.7% | 減碼 |
| Flossbach Von Storch AG | 2,461,720 | $4.51 億 | 1.84% | +254,502+11.5% | 加碼 |
| Swiss National Bank | 2,459,400 | $4.50 億 | 0.27% | +164,500+7.2% | 加碼 |
| California Public Employees Retirement System | 2,380,485 | $4.36 億 | 0.28% | +850,552+55.6% | 加碼 |
| Nordea Investment Management AB | 2,329,966 | $4.27 億 | 0.40% | +48,294+2.1% | 加碼 |
| National Pension Service | 2,201,543 | $4.03 億 | 0.35% | +290,372+15.2% | 加碼 |
| Assenagon Asset Management S.A. | 2,024,265 | $3.71 億 | 0.59% | +174,312+9.4% | 加碼 |
| Wells Fargo & Company | 1,919,582 | $3.51 億 | 0.08% | −49,715−2.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,750,242 | $3.20 億 | 0.64% | +526,042+43.0% | 加碼 |
| Primecap Management Co | 1,750,026 | $3.20 億 | 0.25% | −704,344−28.7% | 減碼 |
| Canada Pension Plan Investment Board | 1,734,550 | $3.18 億 | 0.27% | +508,146+41.4% | 加碼 |
| Acadian Asset Management LLC | 1,732,015 | $3.17 億 | 0.65% | +1,397,217+417.3% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,695,664 | $3.10 億 | 1.79% | 00.0% | 不變 |
| LSV Asset Management | 1,650,742 | $3.02 億 | 0.71% | +574,216+53.3% | 加碼 |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $3.02 億 | 1.42% | +321,000+24.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,642,443 | $3.01 億 | 0.24% | +100,444+6.5% | 加碼 |
| Bessemer Group Inc | 1,581,298 | $2.89 億 | 0.47% | +524,523+49.6% | 加碼 |
| TD Asset Management Inc | 1,530,957 | $2.80 億 | 0.24% | +13,014+0.9% | 加碼 |
| Rhumbline Advisers | 1,509,499 | $2.76 億 | 0.24% | −86,312−5.4% | 減碼 |
| ProShare Advisors LLC | 1,409,064 | $2.58 億 | 0.51% | +54,419+4.0% | 加碼 |
| Great West Life Assurance Co | 1,387,850 | $2.54 億 | 0.40% | +123,911+9.8% | 加碼 |
| Impax Asset Management Group plc | 1,339,357 | $2.44 億 | 1.41% | −256,289−16.1% | 減碼 |
| California State Teachers Retirement System | 1,301,279 | $2.38 億 | 0.26% | −793−0.1% | 減碼 |
| Epoch Investment Partners, Inc. | 1,300,943 | $2.38 億 | 1.23% | +28,773+2.3% | 加碼 |
| National Bank of Canada | 1,293,718 | $2.37 億 | 0.26% | +262,959+25.5% | 加碼 |
| Russell Investments Group, Ltd. | 1,274,596 | $2.33 億 | 0.30% | +502,985+65.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,272,907 | $2.33 億 | 0.05% | +42,650+3.5% | 加碼 |
| Ensign Peak Advisors, Inc | 1,262,058 | $2.31 億 | 0.40% | +119,844+10.5% | 加碼 |
| Maj Invest Holding A/S | 1,243,658 | $2.28 億 | 7.97% | +370,967+42.5% | 加碼 |
| Raymond James Financial Inc | 1,204,263 | $2.20 億 | 0.08% | +13,762+1.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,202,539 | $2.20 億 | 0.36% | +546,243+83.2% | 加碼 |
| Employees Provident Fund Board | 1,196,781 | $2.19 億 | 1.89% | +300,000+33.5% | 加碼 |
| Envestnet Asset Management Inc | 1,194,181 | $2.19 億 | 0.06% | −345,254−22.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,314 | $2.11 億 | 0.63% | −9,046−0.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,149,316 | $2.10 億 | 0.37% | +135,810+13.4% | 加碼 |
| Brown Brothers Harriman & Co | 1,122,822 | $2.06 億 | 1.32% | +315,781+39.1% | 加碼 |
| AQR Capital Management LLC | 1,094,577 | $2.00 億 | 0.17% | +410,355+60.0% | 加碼 |
| New York State Common Retirement Fund | 1,077,482 | $1.97 億 | 0.26% | −7,098−0.7% | 減碼 |
| Principal Financial Group Inc | 1,020,638 | $1.87 億 | 0.10% | −57,239−5.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 971,653 | $1.78 億 | 0.16% | −163,247−14.4% | 減碼 |
| Neuberger Berman Group LLC | 939,658 | $1.72 億 | 0.13% | −142,203−13.1% | 減碼 |
| Natixis Advisors, L.P. | 939,107 | $1.72 億 | 0.27% | +154,728+19.7% | 加碼 |
| Stifel Financial Corp | 908,480 | $1.66 億 | 0.16% | +18,842+2.1% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 895,200 | $1.64 億 | 0.48% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 876,669 | $1.60 億 | 0.37% | −101,433−10.4% | 減碼 |
| Abrams Bison Investments, LLC | 875,000 | $1.60 億 | 14.94% | 00.0% | 不變 |
| Bank of Montreal | 872,115 | $1.60 億 | 0.08% | −125,644−12.6% | 減碼 |
| Macquarie Group Ltd | 864,553 | $1.58 億 | 0.19% | −77,113−8.2% | 減碼 |
| KBC Group NV | 851,755 | $1.56 億 | 0.42% | −406,862−32.3% | 減碼 |
| Thrivent Financial for Lutherans | 847,021 | $1.55 億 | 0.34% | −67,475−7.4% | 減碼 |
| Vontobel Holding Ltd. | 830,898 | $1.52 億 | 0.50% | −98,912−10.6% | 減碼 |