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 |
|---|---|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 256,877 | $4,703 萬 | 0.69% | 00.0% | 不變 |
| Creative Planning | 258,780 | $4,737 萬 | 0.04% | +33,652+14.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 260,000 | $4,760 萬 | 0.57% | −1300.0% | 減碼 |
| CBOE Vest Financial, LLC | 261,605 | $4,789 萬 | 0.68% | +38,127+17.1% | 加碼 |
| Forsta Ap-Fonden | 264,100 | $4,835 萬 | 0.32% | +19,000+7.8% | 加碼 |
| Cetera Investment Advisers | 266,168 | $4,873 萬 | 0.08% | +13,125+5.2% | 加碼 |
| MML Investors Services, LLC | 266,220 | $4,874 萬 | 0.14% | +49,213+22.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 255,575 | $4,883 萬 | 0.08% | +28,625+12.6% | 加碼 |
| Cerity Partners LLC | 268,579 | $4,917 萬 | 0.09% | +22,269+9.0% | 加碼 |
| Voya Investment Management LLC | 269,819 | $4,940 萬 | 0.05% | −300,244−52.7% | 減碼 |
| State of Michigan Retirement System | 273,355 | $5,004 萬 | 0.26% | +1,800+0.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 273,587 | $5,009 萬 | 0.19% | −4,540−1.6% | 減碼 |
| Grassi Investment Management | 273,851 | $5,013 萬 | 3.99% | −1,050−0.4% | 減碼 |
| QRG Capital Management, Inc. | 275,753 | $5,048 萬 | 0.44% | −18,835−6.4% | 減碼 |
| Country Trust Bank | 279,858 | $5,123 萬 | 1.15% | +279,844+1,998,885.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 281,482 | $5,153 萬 | 0.30% | −68,359−19.5% | 減碼 |
| State of Tennessee, Treasury Department | 284,986 | $5,217 萬 | 0.19% | −8,200−2.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 287,323 | $5,260 萬 | 0.68% | −6,747−2.3% | 減碼 |
| Virginia Retirement Systems Et Al | 287,630 | $5,266 萬 | 0.36% | +30,500+11.9% | 加碼 |
| Fisher Asset Management, LLC | 289,993 | $5,309 萬 | 0.02% | −132,220−31.3% | 減碼 |
| Mariner, LLC | 291,013 | $5,328 萬 | 0.08% | +17,940+6.6% | 加碼 |
| M&T Bank Corp | 295,042 | $5,401 萬 | 0.19% | +5,653+2.0% | 加碼 |
| Nissay Asset Management Corp | 295,862 | $5,416 萬 | 0.32% | −7,403−2.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 296,127 | $5,422 萬 | 0.27% | +10,022+3.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 303,762 | $5,561 萬 | 0.39% | −700−0.2% | 減碼 |
| Bank of Nova Scotia | 304,592 | $5,576 萬 | 0.11% | −338,099−52.6% | 減碼 |
| Earnest Partners LLC | 308,971 | $5,656 萬 | 0.25% | +2,896+0.9% | 加碼 |
| Assetmark, Inc | 312,618 | $5,723 萬 | 0.14% | +69,303+28.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 303,305 | $5,795 萬 | 1.56% | −429−0.1% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $5,814 萬 | 2.07% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 321,120 | $5,879 萬 | 1.18% | −9,931−3.0% | 減碼 |
| Ossiam | 323,313 | $5,919 萬 | 0.67% | +31,077+10.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 324,788 | $5,946 萬 | 0.40% | +195,043+150.3% | 加碼 |
| Tocqueville Asset Management L.P. | 328,814 | $6,020 萬 | 0.92% | −45,203−12.1% | 減碼 |
| Swiss Life Asset Management Ltd | 329,484 | $6,032 萬 | 0.36% | +62,679+23.5% | 加碼 |
| Whittier Trust Co | 330,861 | $6,057 萬 | 0.73% | −1,067−0.3% | 減碼 |
| Handelsbanken Fonder AB | 335,884 | $6,149 萬 | 0.22% | −13,178−3.8% | 減碼 |
| Teacher Retirement System of Texas | 335,893 | $6,149 萬 | 0.26% | −23,193−6.5% | 減碼 |
| Cornerstone Investment Partners, LLC | 345,494 | $6,325 萬 | 2.79% | +45,474+15.2% | 加碼 |
| Crestwood Advisors Group LLC | 347,621 | $6,364 萬 | 1.14% | −3,023−0.9% | 減碼 |
| CIBC Asset Management Inc | 351,371 | $6,433 萬 | 0.20% | −93,432−21.0% | 減碼 |
| Panagora Asset Management Inc | 351,817 | $6,441 萬 | 0.29% | +8,599+2.5% | 加碼 |
| Asset Management One Co.,Ltd. | 355,531 | $6,509 萬 | 0.20% | +13,085+3.8% | 加碼 |
| Commonwealth Equity Services, LLC | 358,786 | $6,568 萬 | 0.09% | +584+0.2% | 加碼 |
| CI Private Wealth, LLC | 358,838 | $6,569 萬 | 0.10% | −4,322−1.2% | 減碼 |
| Public Employees Retirement System of Ohio | 363,908 | $6,662 萬 | 0.22% | −7,433−2.0% | 減碼 |
| Sound Shore Management Inc | 364,517 | $6,673 萬 | 2.27% | +364,517 | 新進 |
| KLP Kapitalforvaltning AS | 372,041 | $6,811 萬 | 0.29% | +12,200+3.4% | 加碼 |
| UniSuper Management Pty Ltd | 372,533 | $6,820 萬 | 0.46% | −26,584−6.7% | 減碼 |
| Andra AP-fonden | 373,933 | $6,846 萬 | 0.95% | +13,200+3.7% | 加碼 |
| Treasurer of the State of North Carolina | 379,324 | $6,944 萬 | 0.22% | −52,630−12.2% | 減碼 |
| RDST Capital LLC | 384,660 | $7,042 萬 | 7.04% | +55,010+16.7% | 加碼 |
| Toronto Dominion Bank | 387,294 | $7,090 萬 | 0.15% | −61,988−13.8% | 減碼 |
| Capital Advisors Inc | 403,850 | $7,091 萬 | 1.27% | +42,413+11.7% | 加碼 |
| SG Americas Securities, LLC | 396,402 | $7,257 萬 | 0.32% | +389,268+5,456.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 408,345 | $7,476 萬 | 0.18% | +9,436+2.4% | 加碼 |
| Millennium Management LLC | 408,646 | $7,481 萬 | 0.07% | −1,525,158−78.9% | 減碼 |
| Susquehanna International Group, LLP | 415,359 | $7,604 萬 | 0.12% | −473,334−53.3% | 減碼 |
| APG Asset Management N.V. | 488,600 | $7,620 萬 | 0.23% | −406,196−45.4% | 減碼 |
| Truist Financial Corp | 422,130 | $7,728 萬 | 0.11% | −206,496−32.8% | 減碼 |
| SEI Investments Co | 422,694 | $7,738 萬 | 0.09% | +116,588+38.1% | 加碼 |
| Zurich Insurance Group Ltd | 429,683 | $7,866 萬 | 0.61% | +286,488+200.1% | 加碼 |
| Bristol Gate Capital Partners Inc. | 430,741 | $7,886 萬 | 4.48% | −98,778−18.7% | 減碼 |
| HighTower Advisors, LLC | 431,228 | $7,894 萬 | 0.10% | −57,285−11.7% | 減碼 |
| Massachusetts Financial Services Co | 434,412 | $7,953 萬 | 0.03% | −360,019−45.3% | 減碼 |
| State of Wisconsin Investment Board | 446,332 | $8,171 萬 | 0.20% | −22,386−4.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 453,476 | $8,302 萬 | 0.48% | +9,636+2.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 456,535 | $8,353 萬 | 0.36% | −92,653−16.9% | 減碼 |
| Qube Research & Technologies Ltd | 458,432 | $8,393 萬 | 0.12% | −2,549,806−84.8% | 減碼 |
| Schroder Investment Management Group | 458,540 | $8,394 萬 | 0.07% | +955+0.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 465,980 | $8,531 萬 | 0.25% | +3,328+0.7% | 加碼 |
| Retirement Systems of Alabama | 472,694 | $8,654 萬 | 0.31% | −5,610−1.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 506,215 | $8,916 萬 | 0.88% | +198,002+64.2% | 加碼 |
| Fifth Third Bancorp | 490,447 | $8,979 萬 | 0.31% | −70,979−12.6% | 減碼 |
| ING Groep NV | 492,773 | $9,021 萬 | 0.55% | +38,978+8.6% | 加碼 |
| Argent Capital Management LLC | 497,258 | $9,103 萬 | 2.60% | −2,320−0.5% | 減碼 |
| Guggenheim Capital LLC | 498,686 | $9,129 萬 | 0.74% | +40,383+8.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 500,670 | $9,166 萬 | 0.06% | +24,700+5.2% | 加碼 |
| Achmea Investment Management B.V. | 501,587 | $9,183 萬 | 1.18% | +35,437+7.6% | 加碼 |
| 1832 Asset Management L.P. | 506,744 | $9,277 萬 | 0.16% | +57,500+12.8% | 加碼 |
| Woodline Partners LP | 517,962 | $9,482 萬 | 0.50% | −294,016−36.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 532,194 | $9,743 萬 | 0.07% | +59,334+12.5% | 加碼 |
| XN LP | 546,142 | $9,998 萬 | 3.49% | +36,882+7.2% | 加碼 |
| Nisa Investment Advisors, LLC | 549,607 | $1.01 億 | 0.45% | −93,037−14.5% | 減碼 |
| Man Group plc | 554,941 | $1.02 億 | 0.22% | +68,915+14.2% | 加碼 |
| Rockefeller Capital Management L.P. | 558,305 | $1.02 億 | 0.22% | +94,337+20.3% | 加碼 |
| Glenmede Investment Management, LP | 561,470 | $1.03 億 | 0.52% | +561,470 | 新進 |
| Findlay Park Partners LLP | 564,400 | $1.03 億 | 1.07% | −20,300−3.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 568,779 | $1.04 億 | 0.11% | −421,695−42.6% | 減碼 |
| Lazard Freres Gestion S.A.S. | 571,617 | $1.05 億 | 2.19% | +79,043+16.0% | 加碼 |
| Boston Trust Walden Corp | 585,296 | $1.07 億 | 0.76% | +20,403+3.6% | 加碼 |
| Nomura Asset Management Co Ltd | 587,716 | $1.08 億 | 0.30% | −279,100−32.2% | 減碼 |
| Raiffeisen Bank International AG | 588,150 | $1.08 億 | 1.60% | +82,818+16.4% | 加碼 |
| Intermede Investment Partners Ltd | 593,530 | $1.09 億 | 3.35% | −30,826−4.9% | 減碼 |
| Korea Investment CORP | 606,426 | $1.11 億 | 0.25% | −7,849−1.3% | 減碼 |
| Erste Asset Management GmbH | 607,072 | $1.11 億 | 0.93% | +95,752+18.7% | 加碼 |
| Aviva PLC | 614,778 | $1.13 億 | 0.23% | −3,888−0.6% | 減碼 |
| US Bancorp | 619,973 | $1.14 億 | 0.14% | −11,336−1.8% | 減碼 |
| Storebrand Asset Management AS | 638,262 | $1.17 億 | 0.34% | −48,545−7.1% | 減碼 |
| Jupiter Asset Management Ltd | 652,234 | $1.19 億 | 1.00% | +652,234 | 新進 |