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 | 2,955 | $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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 4,457 | $81.6 萬 | 0.15% | +362+8.8% | 加碼 |
| Next Level Private LLC | 4,453 | $81.5 萬 | 0.27% | +12+0.3% | 加碼 |
| Maxele Advisors, LLC | 4,450 | $81.5 萬 | 0.71% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 4,320 | $81.4 萬 | 0.03% | +498+13.0% | 加碼 |
| Lincoln Capital LLC | 4,439 | $81.3 萬 | 0.16% | −21−0.5% | 減碼 |
| Hillsdale Investment Management Inc. | 4,430 | $81.1 萬 | 0.03% | +450+11.3% | 加碼 |
| Essex Financial Services, Inc. | 4,429 | $81.1 萬 | 0.05% | +388+9.6% | 加碼 |
| BTC Capital Management, Inc. | 4,424 | $81.0 萬 | 0.07% | 00.0% | 不變 |
| BHK Investment Advisors, LLC | 4,412 | $80.8 萬 | 0.32% | +325+8.0% | 加碼 |
| Somerville Kurt F | 4,411 | $80.8 萬 | 0.14% | +4,411 | 新進 |
| Gsa Capital Partners LLP | 4,385 | $80.3 萬 | 0.06% | +4,385 | 新進 |
| Capital Management Associates | 4,375 | $80.1 萬 | 1.31% | 00.0% | 不變 |
| B & T Capital Management DBA Alpha Capital Management | 4,364 | $79.9 萬 | 0.14% | 00.0% | 不變 |
| IMS Capital Management | 4,358 | $79.8 萬 | 0.37% | +4,358 | 新進 |
| WD Rutherford LLC | 4,323 | $79.1 萬 | 0.36% | +460+11.9% | 加碼 |
| Intrinsic Value Partners, LLC | 4,317 | $79.0 萬 | 0.70% | +4,317 | 新進 |
| Golden State Wealth Management, LLC | 4,316 | $79.0 萬 | 0.10% | −131−2.9% | 減碼 |
| Bank of Jackson Hole Trust | 4,314 | $79.0 萬 | 0.45% | +694+19.2% | 加碼 |
| Probity Advisors, Inc. | 4,308 | $78.9 萬 | 0.14% | −76−1.7% | 減碼 |
| Transce3nd, LLC | 4,304 | $78.8 萬 | 0.33% | −365−7.8% | 減碼 |
| Visionary Horizons, LLC | 4,300 | $78.7 萬 | 0.50% | +572+15.3% | 加碼 |
| Paradigm Asset Management Co LLC | 4,279 | $78.3 萬 | 0.19% | −200−4.5% | 減碼 |
| Paul Damon & Associates, Inc. | 4,270 | $78.2 萬 | 0.41% | +12+0.3% | 加碼 |
| Tower Bridge Advisors | 4,268 | $78.1 萬 | 0.08% | +1,350+46.3% | 加碼 |
| Apexium Financial, LP | 4,259 | $78.0 萬 | 0.04% | +889+26.4% | 加碼 |
| Searle & Co. | 4,254 | $77.9 萬 | 0.22% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 4,250 | $77.8 萬 | 0.06% | −1,895−30.8% | 減碼 |
| Western Wealth Management, LLC | 4,243 | $77.7 萬 | 0.05% | +508+13.6% | 加碼 |
| ZWJ Investment Counsel Inc | 4,239 | $77.6 萬 | 0.03% | +187+4.6% | 加碼 |
| MidWestOne Financial Group, Inc. | 4,221 | $77.3 萬 | 0.10% | −1,090−20.5% | 減碼 |
| Roberts Capital Advisors, LLC | 4,198 | $76.9 萬 | 0.57% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 5,294 | $76.8 萬 | 0.13% | 00.0% | 不變 |
| Inscription Capital, LLC | 4,196 | $76.8 萬 | 0.11% | +1,747+71.3% | 加碼 |
| Delta Investment Management, LLC | 4,190 | $76.7 萬 | 0.15% | −43−1.0% | 減碼 |
| City State Bank | 4,187 | $76.7 萬 | 0.24% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,461 | $76.5 萬 | 0.10% | +4,461 | 新進 |
| 1776 Wealth LLC | 4,155 | $76.1 萬 | 0.31% | −21−0.5% | 減碼 |
| Pictet North America Advisors SA | 4,160 | $75.9 萬 | 0.08% | +108+2.7% | 加碼 |
| Hudock, Inc. | 4,141 | $75.8 萬 | 0.12% | +187+4.7% | 加碼 |
| Hantz Financial Services, Inc. | 4,133 | $75.7 萬 | 0.01% | +3,258+372.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,135 | $75.7 萬 | 0.31% | −635−13.3% | 減碼 |
| Highland Capital Management, LLC | 4,128 | $75.6 萬 | 0.04% | −332−7.4% | 減碼 |
| LifePlan Financial, LLC | 4,126 | $75.5 萬 | 0.63% | +4,126 | 新進 |
| GKV Capital Management Co., Inc. | 4,122 | $75.5 萬 | 0.33% | −11,579−73.7% | 減碼 |
| 4WEALTH Advisors, Inc. | 4,117 | $75.4 萬 | 0.78% | −32−0.8% | 減碼 |
| Optiver Holding B.V. | 4,111 | $75.3 萬 | 0.02% | +3,953+2,501.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,102 | $75.1 萬 | 0.00% | −39,013−90.5% | 減碼 |
| Front Street Capital Management, Inc. | 4,102 | $75.1 萬 | 0.14% | +4,102 | 新進 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,100 | $75.1 萬 | 0.03% | −1,600−28.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,086 | $74.8 萬 | 0.01% | −41−1.0% | 減碼 |
| Zevin Asset Management LLC | 4,084 | $74.8 萬 | 0.11% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 4,075 | $74.6 萬 | 0.46% | +2,397+142.8% | 加碼 |
| SageView Advisory Group, LLC | 3,905 | $74.3 萬 | 0.03% | −217−5.3% | 減碼 |
| Kidder Stephen W | 4,050 | $74.1 萬 | 0.22% | +4,050 | 新進 |
| Hollow Brook Wealth Management LLC | 4,043 | $74.0 萬 | 0.22% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,036 | $73.9 萬 | 0.26% | 00.0% | 不變 |
| Waddell & Associates, LLC | 4,015 | $73.5 萬 | 0.08% | +714+21.6% | 加碼 |
| CFS Investment Advisory Services, LLC | 4,015 | $73.5 萬 | 0.06% | +515+14.7% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 4,010 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Notis-McConarty Edward | 4,005 | $73.3 萬 | 0.36% | +4,005 | 新進 |
| Belmont Capital, LLC | 4,000 | $73.2 萬 | 0.11% | 00.0% | 不變 |
| Cito Capital Group, LLC | 4,000 | $73.2 萬 | 0.25% | −1,000−20.0% | 減碼 |
| Finivi Inc. | 3,998 | $73.2 萬 | 0.50% | +79+2.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,982 | $72.9 萬 | 0.04% | −9,635−70.8% | 減碼 |
| Aviance Capital Partners, LLC | 3,966 | $72.6 萬 | 0.09% | +125+3.3% | 加碼 |
| South State Corp. | 3,960 | $72.5 萬 | 0.03% | +7+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 3,948 | $72.3 萬 | 0.16% | 00.0% | 不變 |
| Viawealth, LLC | 3,929 | $71.9 萬 | 0.43% | −103−2.6% | 減碼 |
| Atticus Wealth Management, LLC | 3,916 | $71.7 萬 | 0.19% | +894+29.6% | 加碼 |
| Rogco, LP | 3,909 | $71.6 萬 | 0.27% | +524+15.5% | 加碼 |
| Smith Group Asset Management, LLC | 3,906 | $71.5 萬 | 0.05% | −50−1.3% | 減碼 |
| Militia Capital Partners, LP | 3,900 | $71.4 萬 | 0.34% | +3,900 | 新進 |
| Oak Thistle LLC | 3,876 | $71.0 萬 | 0.10% | +3,876 | 新進 |
| Bank Hapoalim BM | 3,870 | $70.8 萬 | 0.10% | +889+29.8% | 加碼 |
| Fielder Capital Group LLC | 3,860 | $70.7 萬 | 0.19% | +57+1.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,851 | $70.5 萬 | 0.09% | +269+7.5% | 加碼 |
| LVW Advisors, LLC | 3,796 | $69.5 萬 | 0.08% | +435+12.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,794 | $69.5 萬 | 0.04% | +142+3.9% | 加碼 |
| Davis R M Inc | 3,782 | $69.2 萬 | 0.01% | +29+0.8% | 加碼 |
| Impact Investors, Inc | 3,766 | $68.9 萬 | 0.49% | −145−3.7% | 減碼 |
| Tempus Wealth Planning, LLC | 3,762 | $68.9 萬 | 0.17% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 3,750 | $68.7 萬 | 0.68% | +3,750 | 新進 |
| Sentry LLC | 3,742 | $68.5 萬 | 0.14% | 00.0% | 不變 |
| Herold Advisors, Inc. | 3,741 | $68.5 萬 | 0.14% | +396+11.8% | 加碼 |
| Mizuho Markets Cayman LP | 3,740 | $68.5 萬 | 0.05% | −8,930−70.5% | 減碼 |
| Fundamentun, LLC | 3,738 | $68.4 萬 | 0.03% | +445+13.5% | 加碼 |
| LVZ Advisors, Inc. | 3,731 | $68.3 萬 | 0.08% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,734 | $68.3 萬 | 0.28% | −225−5.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 3,729 | $68.3 萬 | 0.06% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 3,705 | $67.8 萬 | 0.03% | +166+4.7% | 加碼 |
| Consolidated Portfolio Review Corp | 3,703 | $67.8 萬 | 0.09% | +10+0.3% | 加碼 |
| Harbour Capital Advisors, LLC | 3,566 | $67.8 萬 | 0.14% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 3,529 | $67.4 萬 | 0.09% | +955+37.1% | 加碼 |
| Autumn Glory Partners, LLC | 3,675 | $67.3 萬 | 0.31% | +1,310+55.4% | 加碼 |
| Purus Wealth Management, LLC | 3,672 | $67.2 萬 | 0.23% | +167+4.8% | 加碼 |
| Cozad Asset Management Inc | 3,667 | $67.1 萬 | 0.06% | −145−3.8% | 減碼 |
| Optimum Investment Advisors | 3,646 | $66.7 萬 | 0.29% | −150−4.0% | 減碼 |
| Legacy Private Trust Co. | 3,639 | $66.6 萬 | 0.04% | −28−0.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,635 | $66.5 萬 | 0.01% | 00.0% | 不變 |
| Hickory Asset Management, Inc. | 3,631 | $66.5 萬 | 0.55% | +1,036+39.9% | 加碼 |