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 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
- 2,323
- 較 2025 年第 1 季 +190 家
- 持有股數
- 6.29 億
- 較 2025 年第 1 季 −187.5 萬 (−0.3%)
- 總市值
- $1,150 億
- 較 2025 年第 1 季 +$235.9 億 (+25.8%)
- 新進機構
- 323
- 另有 936 家加碼
- 清倉機構
- 133
- 另有 777 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 | 3,520 | $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 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 |
|---|---|---|---|---|---|
| Visionary Horizons, LLC | 4,300 | $78.7 萬 | 0.50% | +572+15.3% | 加碼 |
| Transce3nd, LLC | 4,304 | $78.8 萬 | 0.33% | −365−7.8% | 減碼 |
| Probity Advisors, Inc. | 4,308 | $78.9 萬 | 0.14% | −76−1.7% | 減碼 |
| Bank of Jackson Hole Trust | 4,314 | $79.0 萬 | 0.45% | +694+19.2% | 加碼 |
| Golden State Wealth Management, LLC | 4,316 | $79.0 萬 | 0.10% | −131−2.9% | 減碼 |
| Intrinsic Value Partners, LLC | 4,317 | $79.0 萬 | 0.70% | +4,317 | 新進 |
| WD Rutherford LLC | 4,323 | $79.1 萬 | 0.36% | +460+11.9% | 加碼 |
| IMS Capital Management | 4,358 | $79.8 萬 | 0.37% | +4,358 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 4,364 | $79.9 萬 | 0.14% | 00.0% | 不變 |
| Capital Management Associates | 4,375 | $80.1 萬 | 1.31% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 4,385 | $80.3 萬 | 0.06% | +4,385 | 新進 |
| Somerville Kurt F | 4,411 | $80.8 萬 | 0.14% | +4,411 | 新進 |
| BHK Investment Advisors, LLC | 4,412 | $80.8 萬 | 0.32% | +325+8.0% | 加碼 |
| BTC Capital Management, Inc. | 4,424 | $81.0 萬 | 0.07% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 4,429 | $81.1 萬 | 0.05% | +388+9.6% | 加碼 |
| Hillsdale Investment Management Inc. | 4,430 | $81.1 萬 | 0.03% | +450+11.3% | 加碼 |
| Lincoln Capital LLC | 4,439 | $81.3 萬 | 0.16% | −21−0.5% | 減碼 |
| Diversify Advisory Services, LLC | 4,320 | $81.4 萬 | 0.03% | +498+13.0% | 加碼 |
| Maxele Advisors, LLC | 4,450 | $81.5 萬 | 0.71% | 00.0% | 不變 |
| Next Level Private LLC | 4,453 | $81.5 萬 | 0.27% | +12+0.3% | 加碼 |
| Alpha Omega Wealth Management LLC | 4,457 | $81.6 萬 | 0.15% | +362+8.8% | 加碼 |
| Strategic Investment Advisors | 4,493 | $82.1 萬 | 0.08% | −413−8.4% | 減碼 |
| Focused Wealth Management, Inc | 4,499 | $82.4 萬 | 0.10% | −55−1.2% | 減碼 |
| Heritage Financial Services, LLC | 4,505 | $82.5 萬 | 0.08% | −9−0.2% | 減碼 |
| Centaurus Financial, Inc. | 4,512 | $82.6 萬 | 0.05% | +78+1.8% | 加碼 |
| Parsons Capital Management Inc | 4,514 | $82.6 萬 | 0.05% | −100−2.2% | 減碼 |
| SRN Advisors, LLC | 4,515 | $82.7 萬 | 0.75% | +259+6.1% | 加碼 |
| VestGen Advisors, LLC | 4,525 | $82.8 萬 | 0.03% | +1,565+52.9% | 加碼 |
| Mechanics Financial Corp | 4,535 | $83.0 萬 | 0.35% | −5−0.1% | 減碼 |
| Sky Investment Group LLC | 4,545 | $83.2 萬 | 0.15% | +340+8.1% | 加碼 |
| Bullock Wealth Management Group | 4,533 | $83.3 萬 | 0.44% | +82+1.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,555 | $83.4 萬 | 0.26% | −20−0.4% | 減碼 |
| Copperleaf Capital, LLC | 4,558 | $83.4 萬 | 0.42% | +520+12.9% | 加碼 |
| PFG Advisors | 4,560 | $83.5 萬 | 0.04% | +990+27.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,564 | $83.6 萬 | 0.13% | +109+2.4% | 加碼 |
| YHB Investment Advisors, Inc. | 4,578 | $83.8 萬 | 0.06% | −272−5.6% | 減碼 |
| L.M. Kohn & Company | 4,592 | $84.1 萬 | 0.23% | −14−0.3% | 減碼 |
| PDS Planning, Inc | 4,602 | $84.2 萬 | 0.06% | +381+9.0% | 加碼 |
| D L Carlson Investment Group Inc | 4,602 | $84.3 萬 | 0.15% | −708−13.3% | 減碼 |
| SGL Investment Advisors, Inc. | 4,340 | $84.6 萬 | 0.40% | −9−0.2% | 減碼 |
| Davis Investment Partners, LLC | 4,647 | $85.4 萬 | 0.31% | +927+24.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,690 | $85.9 萬 | 0.05% | −870−15.6% | 減碼 |
| Palumbo Wealth Management LLC | 4,704 | $86.1 萬 | 0.27% | +162+3.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,705 | $86.1 萬 | 0.02% | +474+11.2% | 加碼 |
| Enterprise Financial Services Corp | 4,705 | $86.1 萬 | 0.46% | +184+4.1% | 加碼 |
| Antonelli Financial Advisors, LLC | 4,714 | $86.3 萬 | 0.62% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 4,739 | $86.8 萬 | 0.25% | +2,357+99.0% | 加碼 |
| Proficio Capital Partners LLC | 4,743 | $86.8 萬 | 0.05% | +557+13.3% | 加碼 |
| Tyler-Stone Wealth Management | 4,765 | $87.2 萬 | 0.14% | +4,765 | 新進 |
| Arvest Investments, Inc. | 4,770 | $87.3 萬 | 0.13% | −2,272−32.3% | 減碼 |
| Kirtland Hills Capital Management, LLC | 4,773 | $87.4 萬 | 0.40% | +918+23.8% | 加碼 |
| Guardian Investment Management | 4,850 | $88.8 萬 | 0.92% | +1,900+64.4% | 加碼 |
| Centerpoint Advisors, LLC | 4,850 | $88.8 萬 | 0.30% | 00.0% | 不變 |
| Keystone Financial Services | 4,859 | $89.0 萬 | 0.30% | +4,859 | 新進 |
| Heritage Wealth Advisors | 4,861 | $89.0 萬 | 0.04% | 00.0% | 不變 |
| South Plains Financial, Inc. | 4,863 | $89.0 萬 | 0.63% | −170−3.4% | 減碼 |
| BSW Wealth Partners | 4,865 | $89.1 萬 | 0.12% | +7+0.1% | 加碼 |
| Charter Oak Capital Management, LLC | 4,881 | $89.4 萬 | 0.08% | −141−2.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,706 | $89.4 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 4,891 | $89.5 萬 | 0.10% | +53+1.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,901 | $89.7 萬 | 0.07% | −91−1.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,921 | $90.1 萬 | 0.21% | −113−2.2% | 減碼 |
| Atlantic Trust, LLC | 4,948 | $90.6 萬 | 0.17% | −179−3.5% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,951 | $90.6 萬 | 0.42% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,956 | $90.7 萬 | 0.10% | −8,913−64.3% | 減碼 |
| Harmony Asset Management LLC | 4,984 | $91.2 萬 | 0.34% | −1,050−17.4% | 減碼 |
| Meriwether Wealth & Planning, LLC | 4,993 | $91.4 萬 | 0.57% | +2,115+73.5% | 加碼 |
| Valicenti Advisory Services Inc | 5,000 | $91.5 萬 | 0.21% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 4,856 | $91.5 萬 | 0.06% | −188−3.7% | 減碼 |
| Potentia Wealth | 5,028 | $92.0 萬 | 0.52% | −41−0.8% | 減碼 |
| Belpointe Asset Management LLC | 5,035 | $92.2 萬 | 0.04% | +831+19.8% | 加碼 |
| Whitener Capital Management, Inc. | 5,108 | $93.5 萬 | 0.25% | +34+0.7% | 加碼 |
| Courier Capital LLC | 5,109 | $93.5 萬 | 0.06% | +20.0% | 加碼 |
| Plan Group Financial, LLC | 5,180 | $94.8 萬 | 0.31% | +944+22.3% | 加碼 |
| Summit Financial Strategies, Inc. | 5,180 | $94.8 萬 | 0.09% | 00.0% | 不變 |
| NBC Securities, Inc. | 5,188 | $94.9 萬 | 0.08% | +169+3.4% | 加碼 |
| Copperwynd Financial, LLC | 5,205 | $95.3 萬 | 0.24% | +131+2.6% | 加碼 |
| Seascape Capital Management | 5,207 | $95.3 萬 | 0.30% | −232−4.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 5,208 | $95.3 萬 | 0.03% | +5,208 | 新進 |
| Cheviot Value Management, LLC | 5,161 | $95.4 萬 | 0.11% | −283−5.2% | 減碼 |
| Florida Financial Advisors, LLC | 5,253 | $96.2 萬 | 0.32% | +786+17.6% | 加碼 |
| Sonoma Private Wealth LLC | 5,289 | $96.8 萬 | 1.19% | −268−4.8% | 減碼 |
| Community Bank & Trust, Waco, Texas | 5,294 | $96.9 萬 | 0.22% | −119−2.2% | 減碼 |
| MONECO Advisors, LLC | 5,304 | $97.1 萬 | 0.09% | +354+7.2% | 加碼 |
| Broderick Brian C | 5,323 | $97.4 萬 | 0.19% | +5,323 | 新進 |
| Nations Financial Group Inc, | 5,327 | $97.5 萬 | 0.07% | +101+1.9% | 加碼 |
| Keynote Financial Services LLC | 5,334 | $97.6 萬 | 0.66% | −23−0.4% | 減碼 |
| Terry L. Blaker | 5,341 | $97.8 萬 | 0.04% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 6,744 | $97.9 萬 | 0.19% | −132−1.9% | 減碼 |
| Parkside Financial Bank & Trust | 5,360 | $98.1 萬 | 0.11% | +122+2.3% | 加碼 |
| Dynasty Wealth Management, LLC | 5,399 | $98.8 萬 | 0.02% | −1,538−22.2% | 減碼 |
| Lumbard & Kellner, LLC | 5,400 | $98.9 萬 | 0.43% | 00.0% | 不變 |
| Rexford Capital Inc | 5,459 | $99.9 萬 | 0.83% | +5,459 | 新進 |
| Invesco, LLC | 5,461 | $100.0 萬 | 0.37% | −372−6.4% | 減碼 |
| Aristides Capital LLC | 5,494 | $100.6 萬 | 0.32% | +5,494 | 新進 |
| Elevated Capital Advisors, LLC | 6,943 | $100.8 萬 | 0.28% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,505 | $100.8 萬 | 0.05% | −121−2.2% | 減碼 |
| Ramirez Asset Management, Inc. | 5,513 | $100.9 萬 | 0.15% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 5,519 | $101.0 萬 | 0.53% | −173−3.0% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 5,521 | $101.1 萬 | 0.49% | −250−4.3% | 減碼 |