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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 1,822 | $33.4 萬 | 0.16% | −18−1.0% | 減碼 |
| Orleans Capital Management Corp | 1,830 | $33.5 萬 | 0.18% | +230+14.4% | 加碼 |
| Manchester Capital Management LLC | 1,832 | $33.5 萬 | 0.04% | +1,832 | 新進 |
| Berkshire Bank | 1,850 | $33.9 萬 | 0.08% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,859 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 1,861 | $34.1 萬 | 0.03% | +215+13.1% | 加碼 |
| Prosperity Consulting Group, LLC | 1,864 | $34.1 萬 | 0.02% | +213+12.9% | 加碼 |
| Carbahal Olsen Financial Services Group, LLC | 1,866 | $34.2 萬 | 0.29% | +3+0.2% | 加碼 |
| Virtus ETF Advisers LLC | 1,866 | $34.2 萬 | 0.21% | +1,200+180.2% | 加碼 |
| Simon Quick Advisors, LLC | 1,868 | $34.2 萬 | 0.02% | −3,615−65.9% | 減碼 |
| Heartwood Wealth Advisors LLC | 1,868 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 1,753 | $34.3 萬 | 0.13% | +2+0.1% | 加碼 |
| Alhambra Investment Partners LLC | 1,875 | $34.3 萬 | 0.17% | −75−3.8% | 減碼 |
| Cedar Mountain Advisors, LLC | 1,885 | $34.5 萬 | 0.07% | −18−0.9% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 1,885 | $34.5 萬 | 0.23% | +100+5.6% | 加碼 |
| Financial Council Asset Management Inc | 1,886 | $34.5 萬 | 0.17% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 1,892 | $34.6 萬 | 0.09% | −25−1.3% | 減碼 |
| Rooted Wealth Advisors, Inc. | 1,757 | $34.8 萬 | 0.12% | +1,757 | 新進 |
| Baron Silver Stevens Financial Advisors, LLC | 1,900 | $34.8 萬 | 0.06% | +235+14.1% | 加碼 |
| Financial Insights, Inc. | 1,921 | $35.2 萬 | 0.13% | −445−18.8% | 減碼 |
| Austin Private Wealth, LLC | 1,922 | $35.2 萬 | 0.03% | +136+7.6% | 加碼 |
| Strategic Blueprint, LLC | 1,922 | $35.2 萬 | 0.02% | −303−13.6% | 減碼 |
| Integrated Investment Consultants, LLC | 1,929 | $35.3 萬 | 0.07% | −5−0.3% | 減碼 |
| AMG National Trust Bank | 1,936 | $35.4 萬 | 0.01% | +493+34.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,937 | $35.5 萬 | 0.01% | −187−8.8% | 減碼 |
| Platform Technology Partners | 1,939 | $35.5 萬 | 0.09% | −70−3.5% | 減碼 |
| BCS Wealth Management | 1,947 | $35.6 萬 | 0.08% | +296+17.9% | 加碼 |
| Beacon Financial Group | 1,945 | $35.6 萬 | 0.04% | +284+17.1% | 加碼 |
| Addison Advisors LLC | 1,946 | $35.6 萬 | 0.09% | +609+45.5% | 加碼 |
| Uhlmann Price Securities, LLC | 1,952 | $35.7 萬 | 0.26% | 00.0% | 不變 |
| North Berkeley Wealth Management, LLC | 1,958 | $35.8 萬 | 0.33% | −1,003−33.9% | 減碼 |
| AdvisorNet Financial, Inc | 1,958 | $35.8 萬 | 0.02% | +52+2.7% | 加碼 |
| Wolff Financial Management LLC | 1,965 | $36.0 萬 | 0.09% | 00.0% | 不變 |
| WFA of San Diego, LLC | 1,968 | $36.0 萬 | 0.27% | +1,968 | 新進 |
| Range Financial Group LLC | 1,982 | $36.3 萬 | 0.14% | +122+6.6% | 加碼 |
| Forefront Wealth Partners, LLC | 2,237 | $36.4 萬 | 0.25% | +2,237 | 新進 |
| Regatta Capital Group, LLC | 1,989 | $36.4 萬 | 0.06% | +558+39.0% | 加碼 |
| Good Life Advisors, LLC | 1,989 | $36.4 萬 | 0.02% | −698−26.0% | 減碼 |
| Old National Bancorp | 1,992 | $36.5 萬 | 0.01% | +1,992 | 新進 |
| Armis Advisers, LLC | 1,843 | $36.5 萬 | 0.03% | +1,843 | 新進 |
| Ignite Planners, LLC | 1,920 | $36.6 萬 | 0.06% | +51+2.7% | 加碼 |
| Paradigm Capital Management Inc | 2,000 | $36.6 萬 | 0.02% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 2,000 | $36.6 萬 | 0.25% | 00.0% | 不變 |
| Empire Financial Management Company, LLC | 2,001 | $36.6 萬 | 0.11% | 00.0% | 不變 |
| Milestones Private Investment Advisors LLC | 2,006 | $36.7 萬 | 0.27% | +2,006 | 新進 |
| Walker Asset Management, LLC | 2,008 | $36.8 萬 | 0.21% | +5+0.2% | 加碼 |
| ISAM Funds (UK) Ltd | 2,014 | $36.9 萬 | 0.08% | −982−32.8% | 減碼 |
| ARS Wealth Advisors Group, LLC | 2,015 | $36.9 萬 | 0.04% | +2,015 | 新進 |
| Union Savings Bank | 2,057 | $37.0 萬 | 0.17% | −100−4.6% | 減碼 |
| Tritonpoint Wealth, LLC | 2,024 | $37.1 萬 | 0.03% | −428−17.5% | 減碼 |
| Elefante Mark B | 2,025 | $37.1 萬 | 0.28% | +2,025 | 新進 |
| Papp L Roy & Associates | 2,032 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| Paradigm Capital Management, LLC | 2,035 | $37.3 萬 | 0.37% | +2,035 | 新進 |
| F/M Investments LLC | 2,040 | $37.3 萬 | 0.01% | +143+7.5% | 加碼 |
| Camden National Bank | 2,044 | $37.4 萬 | 0.05% | +202+11.0% | 加碼 |
| MQS Management LLC | 2,049 | $37.5 萬 | 0.21% | −3,430−62.6% | 減碼 |
| Bond & Devick Financial Network, Inc. | 2,051 | $37.5 萬 | 0.12% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 2,055 | $37.6 萬 | 0.03% | +2,055 | 新進 |
| AIMZ Investment Advisors, LLC | 2,055 | $37.6 萬 | 0.13% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,060 | $37.7 萬 | 0.11% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,064 | $37.8 萬 | 0.02% | −971−32.0% | 減碼 |
| Syverson Strege & Co | 2,068 | $37.9 萬 | 0.09% | +2,068 | 新進 |
| West Michigan Advisors, LLC | 2,076 | $38.0 萬 | 0.11% | +401+23.9% | 加碼 |
| Eagle Strategies LLC | 2,082 | $38.1 萬 | 0.06% | −61−2.8% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,089 | $38.2 萬 | 0.08% | +499+31.4% | 加碼 |
| Delaney Dennis R | 2,091 | $38.3 萬 | 0.20% | +2,091 | 新進 |
| O'Rourke & Company, Inc | 2,091 | $38.3 萬 | 0.18% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 2,109 | $38.6 萬 | 0.11% | −830−28.2% | 減碼 |
| Foster Group, Inc. | 2,114 | $38.7 萬 | 0.01% | +2,114 | 新進 |
| Crawford Investment Counsel Inc | 2,115 | $38.7 萬 | 0.01% | +23+1.1% | 加碼 |
| Woodmont Investment Counsel LLC | 2,124 | $38.9 萬 | 0.03% | +661+45.2% | 加碼 |
| Clay Northam Wealth Management, LLC | 2,124 | $38.9 萬 | 0.25% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 2,127 | $39.0 萬 | 0.12% | +2,127 | 新進 |
| United Advisor Group, LLC | 2,134 | $39.1 萬 | 0.07% | +233+12.3% | 加碼 |
| Madison Wealth Partners, Inc | 2,142 | $39.2 萬 | 0.09% | −11−0.5% | 減碼 |
| Pictet & Cie (Europe) SA | 2,151 | $39.2 萬 | 0.01% | +707+49.0% | 加碼 |
| Cascade Investment Group, Inc. | 2,144 | $39.3 萬 | 0.27% | −20−0.9% | 減碼 |
| Grant Street Asset Management, Inc. | 2,144 | $39.3 萬 | 0.09% | +604+39.2% | 加碼 |
| Running Point Capital Advisors, LLC | 2,146 | $39.3 萬 | 0.11% | +29+1.4% | 加碼 |
| Onefund, LLC | 2,148 | $39.3 萬 | 0.28% | −16−0.7% | 減碼 |
| Addison Capital Co | 2,147 | $39.3 萬 | 0.14% | −10.0% | 減碼 |
| Capital Performance Advisors LLP | 2,148 | $39.3 萬 | 0.08% | +70+3.4% | 加碼 |
| CoreCap Advisors, LLC | 2,148 | $39.3 萬 | 0.02% | −50−2.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 2,151 | $39.4 萬 | 0.23% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 2,154 | $39.4 萬 | 0.05% | +147+7.3% | 加碼 |
| Associated Banc-Corp | 2,153 | $39.4 萬 | 0.01% | +9+0.4% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,155 | $39.5 萬 | 0.03% | +2,155 | 新進 |
| 1st Source Bank | 2,157 | $39.5 萬 | 0.02% | −215−9.1% | 減碼 |
| Wealth Group, Ltd. | 2,159 | $39.5 萬 | 0.39% | +230+11.9% | 加碼 |
| Covenant Partners, LLC | 2,167 | $39.7 萬 | 0.12% | 00.0% | 不變 |
| Darden Wealth Group Inc | 2,170 | $39.7 萬 | 0.24% | +2,170 | 新進 |
| CVA Family Office, LLC | 2,175 | $39.8 萬 | 0.06% | +5+0.2% | 加碼 |
| Versant Capital Management, Inc | 2,176 | $39.8 萬 | 0.06% | +1,246+134.0% | 加碼 |
| Impact Capital Partners LLC | 2,176 | $39.8 萬 | 0.13% | −231−9.6% | 減碼 |
| First Horizon Advisors, Inc. | 2,182 | $40.0 萬 | 0.01% | −1,080−33.1% | 減碼 |
| Blue Barn Wealth, LLC | 2,184 | $40.0 萬 | 0.19% | +258+13.4% | 加碼 |
| Cypress Wealth Services, LLC | 2,193 | $40.2 萬 | 0.07% | +2,193 | 新進 |
| Worth Financial Advisory Group, LLC | 2,198 | $40.2 萬 | 0.25% | −1,341−37.9% | 減碼 |
| ASB Consultores, LLC | 2,199 | $40.3 萬 | 0.27% | +207+10.4% | 加碼 |
| Harris Associates L P大師Oakmark(Harris Associates) | 2,200 | $40.3 萬 | 0.00% | +2,200 | 新進 |