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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 12,657 | $231.7 萬 | 1.24% | −41−0.3% | 減碼 |
| Fortune Financial Advisors, LLC | 12,650 | $231.6 萬 | 1.86% | +147+1.2% | 加碼 |
| Atlantic Union Bankshares Corp | 12,643 | $231.5 萬 | 0.05% | +2,363+23.0% | 加碼 |
| Pensionfund Sabic | 12,600 | $230.7 萬 | 0.65% | 00.0% | 不變 |
| Concord Asset Management, LLC | 12,601 | $230.7 萬 | 0.35% | +89+0.7% | 加碼 |
| Concord Wealth Partners | 12,601 | $230.7 萬 | 0.34% | +1,376+12.3% | 加碼 |
| Dark Forest Capital Management LP | 12,599 | $230.6 萬 | 0.09% | +9,579+317.2% | 加碼 |
| Vision Capital Management, Inc. | 12,573 | $230.2 萬 | 0.30% | +1,182+10.4% | 加碼 |
| Meeder Asset Management Inc | 12,533 | $229.4 萬 | 0.14% | +9,993+393.4% | 加碼 |
| Capstone Triton Financial Group, LLC | 12,522 | $229.2 萬 | 1.66% | +12,522 | 新進 |
| Spirit of America Management Corp | 12,520 | $229.2 萬 | 0.48% | −1,500−10.7% | 減碼 |
| Qtron Investments LLC | 12,369 | $226.4 萬 | 0.29% | 00.0% | 不變 |
| TCW Group Inc | 12,329 | $225.7 萬 | 0.02% | −30,558−71.3% | 減碼 |
| Valley National Advisers Inc | 12,327 | $225.6 萬 | 0.37% | +248+2.1% | 加碼 |
| Laird Norton Trust Company, LLC | 12,235 | $224.0 萬 | 0.31% | 00.0% | 不變 |
| Twin Capital Management Inc | 12,230 | $223.9 萬 | 0.24% | −325−2.6% | 減碼 |
| Dakota Wealth Management | 12,194 | $223.2 萬 | 0.05% | +6,517+114.8% | 加碼 |
| Syon Capital LLC | 12,135 | $222.2 萬 | 0.15% | +895+8.0% | 加碼 |
| WBI Investments | 12,133 | $222.1 萬 | 0.58% | +12,133 | 新進 |
| Optimize Financial Inc | 12,123 | $221.9 萬 | 1.36% | −86−0.7% | 減碼 |
| Ally Financial Inc. | 12,000 | $219.7 萬 | 0.25% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 11,938 | $218.5 萬 | 0.02% | +1,015+9.3% | 加碼 |
| Journey Strategic Wealth LLC | 11,848 | $216.9 萬 | 0.07% | −422−3.4% | 減碼 |
| Wealth Management Partners, LLC | 11,318 | $215.9 萬 | 0.76% | +751+7.1% | 加碼 |
| Horizon Investment Services, LLC | 11,730 | $214.8 萬 | 0.94% | −114−1.0% | 減碼 |
| Garner Asset Management Corp | 11,695 | $214.1 萬 | 0.99% | −796−6.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 11,603 | $212.4 萬 | 0.04% | −6,852−37.1% | 減碼 |
| Great Lakes Advisors, LLC | 11,591 | $212.2 萬 | 0.02% | −73−0.6% | 減碼 |
| Greenfield Savings Bank | 11,491 | $210.4 萬 | 0.95% | +243+2.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 11,464 | $209.8 萬 | 0.15% | −3,348−22.6% | 減碼 |
| Texas Bank & Trust Co | 11,380 | $208.3 萬 | 0.83% | +60+0.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,361 | $208.0 萬 | 0.03% | +11,361 | 新進 |
| Mairs & Power Inc | 11,327 | $207.4 萬 | 0.02% | +3,950+53.5% | 加碼 |
| Meridian Wealth Management, LLC | 11,317 | $207.2 萬 | 0.09% | −2,729−19.4% | 減碼 |
| S.E.E.D. Planning Group LLC | 11,288 | $206.6 萬 | 0.65% | +809+7.7% | 加碼 |
| Trust Co of Oklahoma | 11,227 | $205.5 萬 | 0.65% | +192+1.7% | 加碼 |
| Ilex Capital Partners (UK) LLP | 11,190 | $204.9 萬 | 0.07% | +11,190 | 新進 |
| Stenger Family Office, LLC | 10,810 | $204.7 萬 | 0.54% | +10,810 | 新進 |
| Venture Visionary Partners LLC | 11,151 | $204.1 萬 | 0.08% | +70+0.6% | 加碼 |
| Farther Finance Advisors, LLC | 11,134 | $203.8 萬 | 0.04% | +3,539+46.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 10,371 | $202.7 萬 | 0.39% | +6,550+171.4% | 加碼 |
| Moody National Bank Trust Division | 11,067 | $202.6 萬 | 0.19% | +192+1.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 11,046 | $202.2 萬 | 0.07% | +3,071+38.5% | 加碼 |
| Peak Asset Management, LLC | 11,020 | $201.7 萬 | 0.37% | −502−4.4% | 減碼 |
| Norden Group LLC | 10,998 | $201.3 萬 | 0.22% | −61−0.6% | 減碼 |
| Symmetry Investments LP | 10,900 | $199.5 萬 | 0.17% | +10,900 | 新進 |
| APG Asset Management US Inc. | 10,767 | $197.9 萬 | 0.01% | −11,305−51.2% | 減碼 |
| Patten & Patten Inc | 10,770 | $197.2 萬 | 0.13% | −25−0.2% | 減碼 |
| Edentree Asset Management Ltd | 10,768 | $197.1 萬 | 0.55% | 00.0% | 不變 |
| Close Asset Management Ltd | 10,757 | $196.9 萬 | 0.06% | −28,437−72.6% | 減碼 |
| Triglav Skladi, D.O.O. | 10,747 | $196.7 萬 | 0.14% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 10,708 | $196.0 萬 | 0.29% | +2,020+23.3% | 加碼 |
| Insight Inv LLC | 10,683 | $195.6 萬 | 1.31% | −280−2.6% | 減碼 |
| KG&L Capital Management,LLC | 10,631 | $194.6 萬 | 0.57% | −5,383−33.6% | 減碼 |
| Nwam LLC | 10,736 | $194.5 萬 | 0.11% | +791+8.0% | 加碼 |
| HF Advisory Group, LLC | 10,620 | $194.4 萬 | 0.77% | +5,334+100.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,590 | $193.9 萬 | 0.03% | −155−1.4% | 減碼 |
| Skopos Labs, Inc. | 10,578 | $193.6 萬 | 0.25% | +4,593+76.7% | 加碼 |
| American Money Management, LLC | 10,540 | $193.0 萬 | 0.34% | +372+3.7% | 加碼 |
| Smartleaf Asset Management LLC | 10,509 | $192.5 萬 | 0.17% | −1,148−9.8% | 減碼 |
| Aberdeen Wealth Management LLC | 10,508 | $192.4 萬 | 1.28% | +20.0% | 加碼 |
| IMA Wealth, Inc. | 10,494 | $192.1 萬 | 0.21% | +4,524+75.8% | 加碼 |
| Snowden Capital Advisors LLC | 10,468 | $191.6 萬 | 0.06% | −16,715−61.5% | 減碼 |
| HM Payson & Co | 10,462 | $191.5 萬 | 0.03% | −577−5.2% | 減碼 |
| Karani Asset Management LLC | 10,461 | $191.5 萬 | 1.86% | +7,651+272.3% | 加碼 |
| Sax Wealth Advisors, LLC | 10,459 | $191.5 萬 | 0.12% | +395+3.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,441 | $191.1 萬 | 0.18% | −2,374−18.5% | 減碼 |
| Csenge Advisory Group | 12,193 | $191.1 萬 | 0.10% | +250+2.1% | 加碼 |
| Advisory Alpha, LLC | 10,417 | $190.7 萬 | 0.06% | −750−6.7% | 減碼 |
| Ridgewood Investments LLC | 10,402 | $190.4 萬 | 0.82% | +2,043+24.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 10,358 | $189.6 萬 | 0.07% | −222−2.1% | 減碼 |
| TTP Investments, Inc. | 10,286 | $188.3 萬 | 0.62% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 10,228 | $187.3 萬 | 0.05% | +244+2.4% | 加碼 |
| Retirement Guys Formula LLC | 10,186 | $186.5 萬 | 0.71% | +547+5.7% | 加碼 |
| Advocate Group LLC | 10,100 | $184.9 萬 | 0.33% | −48−0.5% | 減碼 |
| Advisors Management Group Inc | 10,095 | $184.8 萬 | 0.35% | +269+2.7% | 加碼 |
| StoneX Group Inc. | 10,066 | $184.3 萬 | 0.09% | +651+6.9% | 加碼 |
| Waters Parkerson & Co., LLC | 10,055 | $184.1 萬 | 0.09% | −52−0.5% | 減碼 |
| Marshall Wace, LLP | 10,000 | $183.1 萬 | 0.00% | −20,888−67.6% | 減碼 |
| Barbara Oil Co. | 10,000 | $183.1 萬 | 0.72% | 00.0% | 不變 |
| Headlands Technologies LLC | 9,985 | $182.8 萬 | 0.22% | −37,150−78.8% | 減碼 |
| Cottage Street Advisors LLC | 9,962 | $182.4 萬 | 0.95% | −5,341−34.9% | 減碼 |
| Oak Harvest Investment Services | 9,958 | $182.3 萬 | 0.23% | +21+0.2% | 加碼 |
| Clarius Group, LLC | 9,931 | $181.8 萬 | 0.11% | +943+10.5% | 加碼 |
| Ritholtz Wealth Management | 9,872 | $180.7 萬 | 0.04% | +34+0.3% | 加碼 |
| Roundview Capital LLC | 9,853 | $180.4 萬 | 0.12% | −2,398−19.6% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 9,724 | $178.0 萬 | 0.85% | +777+8.7% | 加碼 |
| Umb Bank N A | 9,703 | $177.6 萬 | 0.03% | −715−6.9% | 減碼 |
| Westpac Banking Corp | 9,670 | $177.0 萬 | 0.12% | −45,974−82.6% | 減碼 |
| Cohen Klingenstein LLC | 9,600 | $175.7 萬 | 0.06% | 00.0% | 不變 |
| Scott Marsh Financial, LLC | 9,540 | $174.7 萬 | 0.65% | +9,540 | 新進 |
| Trust Asset Management LLC | 9,514 | $174.2 萬 | 0.13% | 00.0% | 不變 |
| GLOBALT Investments LLC | 9,514 | $174.2 萬 | 0.07% | +128+1.4% | 加碼 |
| Byrne Asset Management LLC | 9,481 | $173.6 萬 | 1.16% | +1,419+17.6% | 加碼 |
| Unique Wealth Strategies, LLC | 9,464 | $173.3 萬 | 0.73% | +1,111+13.3% | 加碼 |
| Maia Wealth LLC | 9,450 | $173.0 萬 | 0.33% | +4,938+109.4% | 加碼 |
| Arete Wealth Advisors, LLC | 9,417 | $172.4 萬 | 0.12% | −1,472−13.5% | 減碼 |
| Reuter James Wealth Management, LLC | 9,388 | $171.9 萬 | 0.27% | −178−1.9% | 減碼 |
| Arjuna Capital | 9,371 | $171.6 萬 | 0.45% | −426−4.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 9,367 | $171.5 萬 | 0.05% | +703+8.1% | 加碼 |