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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 2 季與 2025 年第 1 季比較

持有 Applied Materials Inc 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

AMAT 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數2,166332,323+190
股數6.32 億160.9 萬6.29 億−187.5 萬 (−0.3%)
市值$916.4 億$2.34 億$1,150 億+$235.9 億 (+25.8%)

33 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（323 家）

2025 年第 2 季季末持有 Applied Materials Inc、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 323 家。

2025 年第 2 季新進 AMAT 的機構
機構股數市值佔組合 %
Sanders Capital, LLC7,698,260$14.1 億1.89%
Swedbank AB3,768,551$6.90 億0.78%
Jupiter Asset Management Ltd652,234$1.19 億1.00%
Glenmede Investment Management, LP561,470$1.03 億0.52%
Sound Shore Management Inc364,517$6,673 萬2.27%
Noked Israel Ltd230,159$4,214 萬7.78%
Jain Global LLC180,677$3,308 萬0.51%
Deprince Race & Zollo Inc159,244$2,915 萬0.61%
Ninety One UK Ltd150,093$2,748 萬0.06%
Meridiem Capital Partners LP133,028$2,435 萬1.76%
Point72 Asset Management, L.P.128,000$2,343 萬0.06%
Midwest Trust Co114,352$2,093 萬0.29%
CORDA Investment Management, LLC.108,828$1,992 萬1.47%
Globeflex Capital L P88,749$1,625 萬1.35%
Longbow Finance SA74,411$1,362 萬1.45%
Moran Wealth Management, LLC65,752$1,204 萬0.37%
Saba Capital Management, L.P.62,421$1,143 萬0.31%
Mizuho Securities USA LLC56,153$1,028 萬0.22%
Spinecap SAS52,899$968.4 萬5.04%
Matrix Asset Advisors Inc51,071$935.0 萬0.95%
AMJ Financial Wealth Management50,313$921.1 萬2.33%
Criteria Caixa, S.A.U.45,729$837.2 萬1.10%
HGK Asset Management Inc35,817$655.7 萬1.12%
Tenzing Global Management, LLC35,000$640.7 萬4.31%
Vise Technologies, Inc.32,369$592.6 萬0.24%
National Mutual Insurance Federation of Agricultural Cooperatives31,500$576.7 萬0.05%
UBS Oconnor LLC30,000$549.2 萬0.15%
Wetherby Asset Management Inc29,640$542.6 萬0.24%
Prospector Partners LLC27,117$496.4 萬0.58%
Westerkirk Capital Inc.23,300$426.6 萬0.53%
Hemenway Trust Co LLC23,079$422.5 萬0.33%
LOM Asset Management Ltd22,341$409.0 萬1.38%
Aster Capital Management (DIFC) Ltd20,632$377.7 萬0.86%
English Capital Management LLC20,420$373.8 萬2.47%
S-Bank Fund Management Ltd20,000$366.1 萬0.54%
Global Retirement Partners, LLC19,569$358.3 萬0.09%
Limestone Investment Advisors LP19,400$355.2 萬1.54%
MASTERINVEST Kapitalanlage GmbH18,057$330.6 萬0.35%
Summit Trail Advisors, LLC17,920$328.1 萬0.06%
Markel Group Inc.大師馬克爾集團16,500$302.1 萬0.03%
Sig Brokerage, LP15,138$277.1 萬0.76%
Guardian Capital LP14,960$273.9 萬0.10%
Canada Post Corp Registered Pension Plan14,761$270.2 萬0.16%
Fulcrum Asset Management LLP13,358$244.5 萬0.70%
Capstone Triton Financial Group, LLC12,522$229.2 萬1.66%
WBI Investments12,133$222.1 萬0.58%
Vestmark Advisory Solutions, Inc.11,361$208.0 萬0.03%
Ilex Capital Partners (UK) LLP11,190$204.9 萬0.07%
Stenger Family Office, LLC10,810$204.7 萬0.54%
Symmetry Investments LP10,900$199.5 萬0.17%
Scott Marsh Financial, LLC9,540$174.7 萬0.65%
Puzo Michael J9,296$170.2 萬0.48%
CastleKnight Management LP9,000$164.8 萬0.11%
Net Worth Advisory Group7,937$145.3 萬0.32%
AustralianSuper Pty Ltd7,766$142.2 萬0.01%
Cove Private Wealth, LLC7,500$137.3 萬0.48%
Fortis Group Advisors, LLC7,545$135.9 萬0.25%
North Dallas Bank & Trust Co7,334$134.3 萬1.02%
Consilium Wealth Advisory, LLC6,851$125.4 萬0.53%
Heartland Advisors Inc6,246$114.3 萬0.06%
Crew Capital Management, Ltd.6,233$114.1 萬0.82%
Wealthedge Investment Advisors, LLC5,623$102.9 萬0.43%
CTC Alternative Strategies, Ltd.5,580$102.2 萬0.89%
Aristides Capital LLC5,494$100.6 萬0.32%
Rexford Capital Inc5,459$99.9 萬0.83%
Broderick Brian C5,323$97.4 萬0.19%
Perfromance Wealth Partners, LLC5,208$95.3 萬0.03%
Keystone Financial Services4,859$89.0 萬0.30%
Tyler-Stone Wealth Management4,765$87.2 萬0.14%
Somerville Kurt F4,411$80.8 萬0.14%
Gsa Capital Partners LLP4,385$80.3 萬0.06%
IMS Capital Management4,358$79.8 萬0.37%
Intrinsic Value Partners, LLC4,317$79.0 萬0.70%
Symphony Financial, Ltd. Co.4,461$76.5 萬0.10%
LifePlan Financial, LLC4,126$75.5 萬0.63%
Front Street Capital Management, Inc.4,102$75.1 萬0.14%
Kidder Stephen W4,050$74.1 萬0.22%
Notis-McConarty Edward4,005$73.3 萬0.36%
Militia Capital Partners, LP3,900$71.4 萬0.34%
Oak Thistle LLC3,876$71.0 萬0.10%
Vanguard Capital Wealth Advisors3,750$68.7 萬0.68%
Future Fund LLC3,525$64.5 萬0.29%
Waterway Wealth Management, LLC3,492$63.9 萬0.19%
Parcion Private Wealth LLC3,485$63.8 萬0.05%
Dempze Nancy E3,263$59.7 萬0.34%
PenderFund Capital Management Ltd.3,200$58.6 萬0.14%
Wellington Capital Management, Inc.1,900$58.1 萬0.88%
Stevens Capital Management LP3,123$57.2 萬0.16%
Ibex Wealth Advisors2,865$52.5 萬0.06%
Lighthouse Investment Partners, LLC2,728$49.9 萬0.02%
Congress Asset Management Co2,723$49.9 萬0.00%
Maridea Wealth Management LLC2,718$49.8 萬0.13%
Wealth Effects LLC2,710$49.6 萬0.19%
Summit Wealth Group LLC2,650$48.5 萬0.12%
Financial Engines Advisors L.L.C.2,622$48.0 萬0.00%
Natural Investments, LLC2,571$47.0 萬0.12%
Waterloo Capital, L.P.2,526$46.2 萬0.04%
Mainstay Capital Management LLC2,510$46.0 萬0.02%
Axq Capital, LP2,494$45.7 萬0.15%
CMT Capital Markets Trading GmbH2,398$43.9 萬0.21%

清倉機構（133 家）

2025 年第 1 季季末持有 Applied Materials Inc、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 133 家。

2025 年第 2 季清倉 AMAT 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Holocene Advisors, LP805,000$1.17 億
Voloridge Investment Management, LLC367,509$5,333 萬
Analog Century Management LP326,381$4,736 萬
Tudor Investment Corp Et Al316,240$4,589 萬
Citadel Advisors LLC302,666$4,392 萬
Twinbeech Capital LP274,062$3,977 萬
Corebridge Financial, Inc.254,727$3,697 萬
MetLife Investment Management243,670$3,536 萬
D1 Capital Partners L.P.大師D1 資本205,000$2,975 萬
Skye Global Management LP172,000$2,496 萬
Trexquant Investment LP162,389$2,357 萬
Maplelane Capital, LLC147,000$2,133 萬
Renaissance Technologies LLC112,348$1,630 萬
Financial Counselors Inc106,623$1,547 萬
Raub Brock Capital Management LP95,934$1,392 萬
PGGM Investments90,513$1,314 萬
Blue Grotto Capital, LLC75,000$1,088 萬
Aquatic Capital Management LLC69,856$1,014 萬
Quadrature Capital Ltd63,012$915.4 萬
Mirae Asset Securities (USA) Inc.60,152$872.9 萬
Occudo Quantitative Strategies LP54,171$785.8 萬
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD53,530$776.4 萬
Entropy Technologies, LP51,018$740.4 萬
Kames Capital plc50,374$731.8 萬
HAP Trading, LLC47,474$688.9 萬
Ecofi Investissements SA51,700$641.5 萬
Point72 Europe (London) LLP39,100$567.4 萬
FORA Capital, LLC37,651$546.4 萬
XTX Topco Ltd35,280$512.0 萬
Aigen Investment Management, LP33,626$488.0 萬
Sycomore Asset Management22,252$466.4 萬
Capital International Ltd31,918$463.2 萬
Meiji Yasuda Life Insurance Co27,854$404.2 萬
Stenahm Asset Managment Ltd26,500$384.6 萬
Abner Herrman & Brock LLC22,875$332.0 萬
Quantbot Technologies LP22,232$322.6 萬
Walleye Trading LLC21,550$312.7 萬
J. Goldman & Co LP21,002$304.8 萬
Greater Midwest Financial Group, LLC19,836$287.9 萬
United Services Automobile Association19,083$276.8 萬
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD18,370$266.4 萬
111 Capital16,652$241.7 萬
Rule One Partners, LLC15,000$217.7 萬
Carmignac Gestion12,530$181.8 萬
Garda Capital Partners LP11,782$171.0 萬
Abc Arbitrage SA10,818$157.0 萬
Settian Capital LP10,000$145.1 萬
Bayesian Capital Management, LP9,500$137.9 萬
Group One Trading, L.P.9,424$136.8 萬
Platinum Investment Management Ltd8,620$125.1 萬
Provident Co of the Employees of the Hebrew University LTD8,610$124.9 萬
AXS Investments LLC8,557$124.2 萬
Virtus Investment Advisers, Inc.8,221$119.3 萬
Concentric Capital Strategies, LP8,150$118.3 萬
GraniteShares Advisors LLC7,611$110.5 萬
Bridgefront Capital, LLC7,435$107.9 萬
FCG Investment Co7,072$102.6 萬
Capital Group Investment Management Pte. Ltd.6,849$99.4 萬
Bulltick Wealth Management, LLC6,828$99.0 萬
M & L Capital Management Ltd6,800$98.7 萬
Mach-1 Financial Group, Inc.6,359$92.3 萬
Bridgewater Associates, LP6,320$91.7 萬
Ontario Teachers Pension Plan Board6,040$87.7 萬
Petrus Trust Company, LTA6,010$87.2 萬
New Age Alpha Advisors, LLC5,819$84.4 萬
Ground Swell Capital, LLC5,807$84.3 萬
Portman Square Capital LLP5,629$81.7 萬
AAFMAA Wealth Management & Trust LLC5,548$80.5 萬
Hilltop Holdings Inc.5,359$77.8 萬
Sherbrooke Park Advisers LLC5,230$75.9 萬
Legacy Advisors, LLC5,220$75.8 萬
Inceptionr LLC4,564$66.2 萬
West Coast Financial LLC4,472$64.9 萬
Wolverine Trading, LLC4,362$63.3 萬
Readystate Asset Management LP4,201$61.0 萬
Quest Partners LLC4,041$58.6 萬
Neo Ivy Capital Management3,738$54.2 萬
PEAK6 LLC3,723$54.0 萬
BlueSpruce Investments, LP3,682$53.4 萬
Farmers Trust Co3,435$49.8 萬
Maven Securities LTD3,373$48.9 萬
Compagnie Lombard Odier SCmA3,203$46.5 萬
Catalyst Funds Management Pty Ltd3,000$43.5 萬
Per Stirling Capital Management, LLC.2,967$43.1 萬
Fermata Advisors, LLC2,878$41.8 萬
AssuredPartners Investment Advisors, LLC2,714$39.4 萬
American Alpha Advisors, LLC2,672$38.8 萬
XY Capital Ltd2,631$38.2 萬
Atom Investors LP2,536$36.8 萬
Rockland Trust Co2,385$34.6 萬
Grant Private Wealth Management Inc2,357$34.2 萬
Trust Point Inc.2,293$33.3 萬
Gitterman Wealth Management, LLC2,272$33.0 萬
Pathway Financial Advisors LLC2,250$32.7 萬
Sierra Capital LLC2,187$31.7 萬
Advisor Resource Council2,072$28.5 萬
Endowment Wealth Management, Inc.1,948$28.3 萬
Breed's Hill Capital LLC1,878$27.3 萬
Oasis Management Co Ltd.1,800$26.1 萬
WBH Advisory Inc1,778$25.8 萬

尚未申報 2025 年第 2 季的機構（33 家）

2025 年第 1 季季末持有 Applied Materials Inc、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 AMAT、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Glenmede Trust Co NA551,396$8,002 萬
Credit Agricole S A408,734$5,932 萬
Kodai Capital Management LP195,034$2,830 萬
Rakuten Investment Management, Inc.125,257$1,817 萬
Roanoke Asset Management Corp65,555$951.3 萬
Mizuho Securities USA LLC65,073$944.3 萬
Orion Portfolio Solutions, LLC55,279$802.2 萬
CCM Investment Group, LLC23,892$346.6 萬
CAPROCK Group, Inc.20,741$301.0 萬
Morningstar Investment Services LLC16,600$240.9 萬
Unigestion Holding SA12,789$185.6 萬
Benchmark Investment Advisors LLC12,397$179.9 萬
Schechter Investment Advisors, LLC11,210$162.7 萬
Tanaka Capital Management Inc7,083$102.8 萬
Lindbrook Capital, LLC5,793$84.1 萬
Wade Financial Advisory, Inc5,350$77.6 萬
Sheaff Brock Investment Advisors, LLC3,765$54.6 萬
Cable Hill Partners, LLC3,321$50.1 萬
Vista Wealth Management Group, LLC2,464$35.8 萬
Financial Network Wealth Management LLC2,300$33.3 萬
Veridan Wealth LLC2,194$31.8 萬
Bremer Bank National Association1,990$28.9 萬
Marcum Wealth, LLC1,984$28.8 萬
Monterey Private Wealth, Inc.1,918$27.8 萬
Regent Peak Wealth Advisors LLC1,630$23.7 萬
Delta Financial Group, Inc.1,511$23.4 萬
Callan Capital, LLC1,525$22.1 萬
Sandy Spring Bank1,362$19.8 萬
Noble Wealth Management PBC295$4.28 萬
Davis Capital Management200$2.90 萬
Sofos Investments, Inc.167$2.42 萬
Nova Wealth Management, Inc.43$6,240
Pinpoint Asset Management Ltd1$145