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
- 2,322
- 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 776 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 122,085 | $2,235 萬 | 0.21% | +1,420+1.2% | 加碼 |
| Colony Group, LLC | 122,183 | $2,237 萬 | 0.05% | +4,776+4.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 122,691 | $2,249 萬 | 0.17% | +36,170+41.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 123,314 | $2,258 萬 | 0.21% | +4,932+4.2% | 加碼 |
| Trust Co of Vermont | 124,570 | $2,281 萬 | 1.07% | −2,413−1.9% | 減碼 |
| McGuire Investment Group, LLC | 125,176 | $2,292 萬 | 2.93% | +2,247+1.8% | 加碼 |
| Ieq Capital, LLC | 125,734 | $2,302 萬 | 0.14% | +36,747+41.3% | 加碼 |
| GWM Advisors LLC | 126,439 | $2,315 萬 | 0.12% | −172,636−57.7% | 減碼 |
| British Columbia Investment Management Corp | 127,994 | $2,343 萬 | 0.14% | −27,623−17.8% | 減碼 |
| Point72 Asset Management, L.P. | 128,000 | $2,343 萬 | 0.06% | +128,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 130,137 | $2,382 萬 | 0.07% | +12,547+10.7% | 加碼 |
| Meridiem Capital Partners LP | 133,028 | $2,435 萬 | 1.76% | +133,028 | 新進 |
| Rathbone Brothers plc | 133,391 | $2,442 萬 | 0.11% | +4,131+3.2% | 加碼 |
| Utah Retirement Systems | 134,017 | $2,453 萬 | 0.26% | −711−0.5% | 減碼 |
| Tredje AP-fonden | 135,000 | $2,471 萬 | 0.20% | +106,951+381.3% | 加碼 |
| Pathstone Holdings, LLC | 135,007 | $2,472 萬 | 0.10% | +7,612+6.0% | 加碼 |
| Pacer Advisors, Inc. | 135,229 | $2,476 萬 | 0.06% | −2,931,588−95.6% | 減碼 |
| Nearwater Capital Markets, Ltd | 136,500 | $2,499 萬 | 0.40% | +50,000+57.8% | 加碼 |
| Cooper Creek Partners Management LLC | 136,723 | $2,503 萬 | 0.83% | +45,874+50.5% | 加碼 |
| WoodTrust Financial Corp | 97,516 | $2,519 萬 | 3.51% | +24,093+32.8% | 加碼 |
| Ci Investments Inc. | 139,027 | $2,545 萬 | 0.10% | −13,507−8.9% | 減碼 |
| Silvant Capital Management LLC | 139,265 | $2,550 萬 | 0.96% | −32,802−19.1% | 減碼 |
| Cambiar Investors LLC | 141,301 | $2,587 萬 | 1.09% | +900+0.6% | 加碼 |
| Huntington National Bank | 141,319 | $2,587 萬 | 0.17% | −18,353−11.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 141,570 | $2,592 萬 | 0.25% | +54,405+62.4% | 加碼 |
| Pinebridge Investments, L.P. | 142,432 | $2,608 萬 | 0.21% | +22,468+18.7% | 加碼 |
| JustInvest LLC | 145,277 | $2,660 萬 | 0.30% | +35,012+31.8% | 加碼 |
| North Growth Management Ltd. | 145,000 | $2,661 萬 | 4.99% | 00.0% | 不變 |
| Talbot Financial, LLC | 145,511 | $2,664 萬 | 2.52% | +27,649+23.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 146,482 | $2,682 萬 | 0.20% | +18,600+14.5% | 加碼 |
| Xponance, Inc. | 146,571 | $2,683 萬 | 0.22% | −41,950−22.3% | 減碼 |
| Cohen Capital Management, Inc. | 146,588 | $2,684 萬 | 4.37% | −500−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 146,504 | $2,684 萬 | 0.05% | +15,974+12.2% | 加碼 |
| Twin Tree Management, LP | 147,053 | $2,692 萬 | 0.68% | −245,365−62.5% | 減碼 |
| Ninety One UK Ltd | 150,093 | $2,748 萬 | 0.06% | +150,093 | 新進 |
| Edgemoor Investment Advisors, Inc. | 150,385 | $2,753 萬 | 2.38% | −3,001−2.0% | 減碼 |
| Harvest Portfolios Group Inc. | 152,349 | $2,789 萬 | 0.65% | +8,846+6.2% | 加碼 |
| Aptus Capital Advisors, LLC | 153,733 | $2,814 萬 | 0.28% | +19,018+14.1% | 加碼 |
| Bragg Financial Advisors, Inc | 156,569 | $2,866 萬 | 1.02% | +708+0.5% | 加碼 |
| USS Investment Management Ltd | 157,612 | $2,885 萬 | 0.18% | +1,331+0.9% | 加碼 |
| Aureus Asset Management, LLC | 158,288 | $2,898 萬 | 1.85% | +124,132+363.4% | 加碼 |
| Deprince Race & Zollo Inc | 159,244 | $2,915 萬 | 0.61% | +159,244 | 新進 |
| CIBC World Markets Corp | 159,389 | $2,918 萬 | 0.19% | +61,316+62.5% | 加碼 |
| GF Fund Management Co. Ltd. | 159,827 | $2,926 萬 | 0.59% | +713+0.4% | 加碼 |
| IFM Investors Pty Ltd | 160,747 | $2,943 萬 | 0.28% | +2,176+1.4% | 加碼 |
| Calamos Advisors LLC | 161,072 | $2,949 萬 | 0.13% | −53,569−25.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 162,361 | $2,972 萬 | 0.48% | −569−0.3% | 減碼 |
| Amalgamated Bank | 162,548 | $2,976 萬 | 0.23% | −10,288−6.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 163,497 | $3,004 萬 | 0.05% | −2,150−1.3% | 減碼 |
| Gotham Asset Management, LLC | 165,338 | $3,027 萬 | 0.18% | +41,301+33.3% | 加碼 |
| Toroso Investments, LLC | 165,485 | $3,030 萬 | 0.20% | +22,035+15.4% | 加碼 |
| Harbor Island Capital LLC | 165,520 | $3,030 萬 | 14.22% | −9,218−5.3% | 減碼 |
| CIBC World Markets Inc. | 165,750 | $3,034 萬 | 0.07% | +36,922+28.7% | 加碼 |
| Baird Financial Group, Inc. | 166,233 | $3,043 萬 | 0.05% | +5,430+3.4% | 加碼 |
| Public Sector Pension Investment Board | 166,981 | $3,057 萬 | 0.13% | −48,962−22.7% | 減碼 |
| Liontrust Investment Partners LLP | 167,752 | $3,071 萬 | 0.44% | −81,283−32.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 169,671 | $3,106 萬 | 0.25% | +3,801+2.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 170,343 | $3,118 萬 | 0.63% | +19,616+13.0% | 加碼 |
| Henshaw Capital LLC | 171,300 | $3,136 萬 | 1.24% | 00.0% | 不變 |
| Natixis | 171,603 | $3,142 萬 | 0.16% | −37,863−18.1% | 減碼 |
| Broad Run Investment Management, LLC | 172,890 | $3,165 萬 | 4.85% | −32,549−15.8% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 174,383 | $3,192 萬 | 3.77% | +72,374+70.9% | 加碼 |
| Capitolis Liquid Global Markets LLC | 175,000 | $3,204 萬 | 0.23% | −420,000−70.6% | 減碼 |
| Busey Wealth Management | 175,715 | $3,217 萬 | 0.98% | −3,620−2.0% | 減碼 |
| Comerica Bank | 177,939 | $3,258 萬 | 0.13% | −31,565−15.1% | 減碼 |
| Janney Montgomery Scott LLC | 178,387 | $3,266 萬 | 0.09% | −11,027−5.8% | 減碼 |
| Coronation Fund Managers Ltd. | 179,010 | $3,277 萬 | 1.78% | −161,266−47.4% | 減碼 |
| Jain Global LLC | 180,677 | $3,308 萬 | 0.51% | +180,677 | 新進 |
| Mackenzie Financial Corp | 180,747 | $3,309 萬 | 0.04% | +21,023+13.2% | 加碼 |
| AE Wealth Management LLC | 180,814 | $3,310 萬 | 0.24% | +35,762+24.7% | 加碼 |
| Osterweis Capital Management Inc | 183,538 | $3,360 萬 | 1.61% | +183,528+1,835,280.0% | 加碼 |
| DnB Asset Management AS | 184,042 | $3,369 萬 | 0.14% | +36,578+24.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 186,224 | $3,409 萬 | 0.85% | +12,171+7.0% | 加碼 |
| Daiwa Securities Group Inc. | 186,695 | $3,418 萬 | 0.13% | +9,219+5.2% | 加碼 |
| Norris Perne & French LLP | 188,637 | $3,453 萬 | 2.40% | −968−0.5% | 減碼 |
| Dundas Partners LLP | 112,482 | $3,469 萬 | 2.41% | −153,730−57.7% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 191,946 | $3,514 萬 | 0.78% | −245−0.1% | 減碼 |
| Lido Advisors, LLC | 192,552 | $3,525 萬 | 0.19% | −26,915−12.3% | 減碼 |
| Wellington Management Group LLP | 196,348 | $3,595 萬 | 0.01% | +103,095+110.6% | 加碼 |
| Czech National Bank | 198,589 | $3,636 萬 | 0.28% | +11,823+6.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 199,256 | $3,648 萬 | 0.19% | +13,402+7.2% | 加碼 |
| Cardinal Capital Management, Inc. | 205,044 | $3,754 萬 | 1.17% | −1,245−0.6% | 減碼 |
| Renaissance Group LLC | 207,479 | $3,798 萬 | 1.48% | +202,741+4,279.0% | 加碼 |
| NEOS Investment Management LLC | 207,874 | $3,806 萬 | 0.47% | +61,853+42.4% | 加碼 |
| Quantinno Capital Management LP | 210,910 | $3,861 萬 | 0.17% | +76,952+57.4% | 加碼 |
| BNP Paribas | 215,366 | $3,942 萬 | 1.28% | +3,407+1.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 216,572 | $3,965 萬 | 0.37% | +24,100+12.5% | 加碼 |
| Applied Finance Capital Management, LLC | 217,136 | $3,975 萬 | 2.72% | +5,553+2.6% | 加碼 |
| Zacks Investment Management | 217,420 | $3,980 萬 | 0.34% | +870.0% | 加碼 |
| Gillespie Robinson & Grimm Inc | 220,835 | $4,043 萬 | 3.00% | +8,680+4.1% | 加碼 |
| Squarepoint Ops LLC | 223,655 | $4,094 萬 | 0.09% | +193,625+644.8% | 加碼 |
| Guinness Asset Management LTD | 224,688 | $4,114 萬 | 0.74% | −4,578−2.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 227,894 | $4,172 萬 | 0.09% | −306,453−57.4% | 減碼 |
| Noked Israel Ltd | 230,159 | $4,214 萬 | 7.78% | +230,159 | 新進 |
| Peapack Gladstone Financial Corp | 231,202 | $4,233 萬 | 0.60% | −13,567−5.5% | 減碼 |
| Arizona State Retirement System | 237,441 | $4,347 萬 | 0.25% | −1,216−0.5% | 減碼 |
| STRS Ohio | 249,008 | $4,559 萬 | 0.17% | +11,582+4.9% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 250,828 | $4,592 萬 | 0.26% | −19,718−7.3% | 減碼 |
| Mercer Global Advisors Inc | 251,075 | $4,596 萬 | 0.10% | +139+0.1% | 加碼 |
| Grandfield & Dodd, LLC | 252,114 | $4,615 萬 | 2.70% | +29,956+13.5% | 加碼 |