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 |
|---|---|---|---|---|---|
| PCG Asset Management, LLC | 2,800 | $51.3 萬 | 0.44% | −155−5.2% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $51.3 萬 | 0.08% | 00.0% | 不變 |
| Allium Financial Advisors, LLC | 2,807 | $51.4 萬 | 0.45% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 2,813 | $51.5 萬 | 0.08% | +104+3.8% | 加碼 |
| Resonant Capital Advisors, LLC | 2,828 | $51.8 萬 | 0.03% | +1,330+88.8% | 加碼 |
| JGP Wealth Management, LLC | 2,831 | $51.8 萬 | 0.06% | −85−2.9% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,837 | $51.9 萬 | 0.06% | −14−0.5% | 減碼 |
| VeraBank, N.A. | 2,843 | $52.0 萬 | 0.10% | −130−4.4% | 減碼 |
| Jessup Wealth Management, Inc | 2,852 | $52.2 萬 | 0.21% | −177−5.8% | 減碼 |
| Aviso Wealth Management | 2,853 | $52.2 萬 | 0.24% | −77−2.6% | 減碼 |
| Unified Investment Management | 2,863 | $52.4 萬 | 0.56% | +284+11.0% | 加碼 |
| Ibex Wealth Advisors | 2,865 | $52.5 萬 | 0.06% | +2,865 | 新進 |
| McGowan Group Asset Management, Inc. | 2,870 | $52.5 萬 | 0.07% | +10.0% | 加碼 |
| BCJ Capital Management, LLC | 2,890 | $52.9 萬 | 0.04% | +547+23.3% | 加碼 |
| Duncker Streett & Co Inc | 2,896 | $53.0 萬 | 0.10% | 00.0% | 不變 |
| Cercano Management LLC | 2,896 | $53.0 萬 | 0.02% | 00.0% | 不變 |
| Plancorp, LLC | 2,897 | $53.0 萬 | 0.02% | −961−24.9% | 減碼 |
| Wellington Shields & Co., LLC | 2,900 | $53.1 萬 | 0.15% | 00.0% | 不變 |
| Jordan Park Group LLC | 2,900 | $53.1 萬 | 0.03% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 2,901 | $53.1 萬 | 0.19% | +10.0% | 加碼 |
| Old Port Advisors | 2,916 | $53.4 萬 | 0.15% | +186+6.8% | 加碼 |
| Seeds Investor LLC | 2,926 | $53.6 萬 | 0.13% | −138−4.5% | 減碼 |
| Prestige Wealth Management Group LLC | 2,929 | $53.6 萬 | 0.11% | +10.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,965 | $54.3 萬 | 0.16% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 2,984 | $54.6 萬 | 0.07% | −85−2.8% | 減碼 |
| DRW Securities, LLC | 3,045 | $54.9 萬 | 0.04% | −1,457−32.4% | 減碼 |
| Mirador Capital Partners LP | 2,997 | $54.9 萬 | 0.09% | −5−0.2% | 減碼 |
| Oakworth Capital, Inc. | 2,998 | $54.9 萬 | 0.04% | 00.0% | 不變 |
| Boit C F David | 3,000 | $54.9 萬 | 0.26% | 00.0% | 不變 |
| Clark Financial Services Group Inc | 3,000 | $54.9 萬 | 0.34% | +264+9.6% | 加碼 |
| Haverford Trust Co | 3,001 | $54.9 萬 | 0.01% | −352−10.5% | 減碼 |
| Savvy Advisors, Inc. | 3,025 | $55.4 萬 | 0.04% | +915+43.4% | 加碼 |
| Albert D Mason Inc | 3,026 | $55.4 萬 | 0.40% | +99+3.4% | 加碼 |
| Optas, LLC | 3,032 | $55.5 萬 | 0.11% | +310+11.4% | 加碼 |
| Semmax Financial Advisors Inc. | 3,007 | $55.6 萬 | 0.14% | +119+4.1% | 加碼 |
| NBT Bank N A | 3,050 | $55.8 萬 | 0.04% | −35−1.1% | 減碼 |
| Schrum Private Wealth Management LLC | 3,050 | $55.8 萬 | 0.45% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,057 | $56.0 萬 | 0.12% | +210+7.4% | 加碼 |
| Physicians Financial Services, Inc. | 3,058 | $56.0 萬 | 0.17% | −252−7.6% | 減碼 |
| Gryphon Financial Partners LLC | 3,061 | $56.0 萬 | 0.07% | +736+31.7% | 加碼 |
| FSB Premier Wealth Management, Inc. | 3,068 | $56.2 萬 | 0.20% | +1,491+94.5% | 加碼 |
| KLCM Advisors, Inc. | 3,071 | $56.2 萬 | 0.06% | 00.0% | 不變 |
| IMPACTfolio, LLC | 3,072 | $56.2 萬 | 0.27% | −63−2.0% | 減碼 |
| Ar Asset Management Inc | 3,075 | $56.3 萬 | 0.13% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 2,953 | $56.4 萬 | 0.39% | +170+6.1% | 加碼 |
| Quotient Wealth Partners, LLC | 3,095 | $56.7 萬 | 0.02% | +530+20.7% | 加碼 |
| RiverGlades Family Offices LLC | 3,100 | $56.8 萬 | 0.37% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,101 | $56.8 萬 | 0.06% | +83+2.8% | 加碼 |
| Silver Coast Investments LLC | 3,123 | $57.2 萬 | 0.21% | 00.0% | 不變 |
| Stevens Capital Management LP | 3,123 | $57.2 萬 | 0.16% | +3,123 | 新進 |
| Athena Investment Management | 3,130 | $57.3 萬 | 0.32% | +555+21.6% | 加碼 |
| First American Trust, FSB | 3,143 | $57.5 萬 | 0.05% | +315+11.1% | 加碼 |
| Field & Main Bank | 3,145 | $57.6 萬 | 0.19% | −170−5.1% | 減碼 |
| Gerber, LLC | 3,153 | $57.7 萬 | 0.41% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 3,162 | $57.9 萬 | 0.24% | +206+7.0% | 加碼 |
| Peak Planning Group, LLC | 3,168 | $58.0 萬 | 0.37% | −25,305−88.9% | 減碼 |
| Angeles Wealth Management, LLC | 3,173 | $58.1 萬 | 0.04% | +1,068+50.7% | 加碼 |
| Wellington Capital Management, Inc. | 1,900 | $58.1 萬 | 0.88% | +1,900 | 新進 |
| Brookwood Investment Group LLC | 3,177 | $58.2 萬 | 0.09% | +591+22.9% | 加碼 |
| H&H Retirement Design & Management INC | 3,037 | $58.5 萬 | 0.32% | +85+2.9% | 加碼 |
| Claro Advisors LLC | 3,195 | $58.5 萬 | 0.10% | −1,712−34.9% | 減碼 |
| PenderFund Capital Management Ltd. | 3,200 | $58.6 萬 | 0.14% | +3,200 | 新進 |
| Portfolio Design Labs, LLC | 3,205 | $58.7 萬 | 0.12% | −2,338−42.2% | 減碼 |
| RD Lewis Holdings, Inc. | 3,216 | $58.9 萬 | 0.59% | −10−0.3% | 減碼 |
| Sivia Capital Partners, LLC | 3,225 | $59.0 萬 | 0.20% | +679+26.7% | 加碼 |
| Evoke Wealth, LLC | 3,227 | $59.1 萬 | 0.01% | +342+11.9% | 加碼 |
| Hallmark Capital Management Inc | 3,227 | $59.1 萬 | 0.04% | −26−0.8% | 減碼 |
| Allianz SE | 3,230 | $59.1 萬 | 0.01% | −9,779−75.2% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 3,234 | $59.2 萬 | 0.17% | −46−1.4% | 減碼 |
| Cooper Financial Group | 3,235 | $59.2 萬 | 0.07% | +281+9.5% | 加碼 |
| Aspiriant, LLC | 3,240 | $59.3 萬 | 0.02% | +185+6.1% | 加碼 |
| Planning Directions Inc | 3,240 | $59.3 萬 | 0.33% | +707+27.9% | 加碼 |
| David Loasby | 3,296 | $59.3 萬 | 0.05% | −82−2.4% | 減碼 |
| Sunflower Bank, N.A. | 3,241 | $59.3 萬 | 0.15% | +211+7.0% | 加碼 |
| Salomon & Ludwin, LLC | 3,130 | $59.5 萬 | 0.06% | +3,000+2,307.7% | 加碼 |
| Dempze Nancy E | 3,263 | $59.7 萬 | 0.34% | +3,263 | 新進 |
| Milestone Asset Management, LLC | 3,273 | $59.9 萬 | 0.13% | −414−11.2% | 減碼 |
| Strategic Advocates LLC | 3,296 | $60.3 萬 | 0.18% | −22−0.7% | 減碼 |
| Joel Isaacson & Co., LLC | 3,299 | $60.4 萬 | 0.02% | −160−4.6% | 減碼 |
| Main Street Financial Solutions, LLC | 3,300 | $60.4 萬 | 0.04% | −12−0.4% | 減碼 |
| Everpar Advisors LLC | 3,308 | $60.6 萬 | 0.28% | +599+22.1% | 加碼 |
| Tranquilli Financial Advisor LLC | 3,316 | $60.7 萬 | 0.38% | +1,304+64.8% | 加碼 |
| Zions Bancorporation, National Association | 3,322 | $60.8 萬 | 0.03% | +325+10.8% | 加碼 |
| Franklin Street Advisors Inc | 3,326 | $60.9 萬 | 0.04% | +300+9.9% | 加碼 |
| Rothschild Investment LLC | 3,343 | $61.2 萬 | 0.04% | −100−2.9% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,347 | $61.3 萬 | 0.28% | +19+0.6% | 加碼 |
| Sym Financial Corp | 3,349 | $61.3 萬 | 0.07% | +1,307+64.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,360 | $61.5 萬 | 0.04% | +220+7.0% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,374 | $61.8 萬 | 0.04% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,375 | $61.8 萬 | 0.01% | +553+19.6% | 加碼 |
| Insigneo Advisory Services, LLC | 3,376 | $61.8 萬 | 0.05% | +111+3.4% | 加碼 |
| Peoples Financial Services Corp. | 3,398 | $62.2 萬 | 0.31% | −1,580−31.7% | 減碼 |
| Shelton Wealth Management, LLC | 3,398 | $62.2 萬 | 0.31% | +51+1.5% | 加碼 |
| Systematic Financial Management LP | 3,400 | $62.2 萬 | 0.02% | 00.0% | 不變 |
| Leisure Capital Management | 3,406 | $62.4 萬 | 0.24% | 00.0% | 不變 |
| Camden Capital, LLC | 3,423 | $62.7 萬 | 0.06% | +120+3.6% | 加碼 |
| Kaizen Financial Strategies | 3,429 | $62.8 萬 | 0.32% | +76+2.3% | 加碼 |
| Redwood Investment Management, LLC | 3,431 | $62.8 萬 | 0.07% | −9,493−73.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,432 | $62.8 萬 | 0.00% | −206,005−98.4% | 減碼 |
| Wealth Architects, LLC | 3,432 | $62.8 萬 | 0.06% | −10.0% | 減碼 |