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 |
|---|---|---|---|---|---|
| Old Port Advisors | 2,916 | $53.4 萬 | 0.15% | +186+6.8% | 加碼 |
| Beta Wealth Group, Inc. | 2,901 | $53.1 萬 | 0.19% | +10.0% | 加碼 |
| 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 |
| Plancorp, LLC | 2,897 | $53.0 萬 | 0.02% | −961−24.9% | 減碼 |
| 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 |
| BCJ Capital Management, LLC | 2,890 | $52.9 萬 | 0.04% | +547+23.3% | 加碼 |
| McGowan Group Asset Management, Inc. | 2,870 | $52.5 萬 | 0.07% | +10.0% | 加碼 |
| Ibex Wealth Advisors | 2,865 | $52.5 萬 | 0.06% | +2,865 | 新進 |
| Unified Investment Management | 2,863 | $52.4 萬 | 0.56% | +284+11.0% | 加碼 |
| Aviso Wealth Management | 2,853 | $52.2 萬 | 0.24% | −77−2.6% | 減碼 |
| Jessup Wealth Management, Inc | 2,852 | $52.2 萬 | 0.21% | −177−5.8% | 減碼 |
| VeraBank, N.A. | 2,843 | $52.0 萬 | 0.10% | −130−4.4% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,837 | $51.9 萬 | 0.06% | −14−0.5% | 減碼 |
| JGP Wealth Management, LLC | 2,831 | $51.8 萬 | 0.06% | −85−2.9% | 減碼 |
| Resonant Capital Advisors, LLC | 2,828 | $51.8 萬 | 0.03% | +1,330+88.8% | 加碼 |
| Fieldview Capital Management, LLC | 2,813 | $51.5 萬 | 0.08% | +104+3.8% | 加碼 |
| Allium Financial Advisors, LLC | 2,807 | $51.4 萬 | 0.45% | 00.0% | 不變 |
| 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 |
| FSM Wealth Advisors, LLC | 2,683 | $51.2 萬 | 0.08% | +810+43.2% | 加碼 |
| Howland Capital Management LLC | 2,794 | $51.1 萬 | 0.02% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 2,775 | $50.8 萬 | 0.04% | −7−0.3% | 減碼 |
| Wolverine Asset Management LLC | 2,774 | $50.8 萬 | 0.01% | −28,031−91.0% | 減碼 |
| Winthrop Advisory Group LLC | 2,771 | $50.7 萬 | 0.05% | +33+1.2% | 加碼 |
| RB Capital Management, LLC | 2,766 | $50.6 萬 | 0.11% | +4+0.1% | 加碼 |
| Bellecapital International Ltd. | 2,766 | $50.6 萬 | 0.09% | 00.0% | 不變 |
| Studio Investment Management LLC | 2,763 | $50.6 萬 | 0.10% | −7−0.3% | 減碼 |
| Financial Advisors Network, Inc. | 2,750 | $50.3 萬 | 0.08% | +397+16.9% | 加碼 |
| Accredited Investors Inc. | 2,748 | $50.3 萬 | 0.03% | +10.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 2,728 | $49.9 萬 | 0.02% | +2,728 | 新進 |
| Chilton Capital Management LLC | 2,725 | $49.9 萬 | 0.02% | 00.0% | 不變 |
| Congress Asset Management Co | 2,723 | $49.9 萬 | 0.00% | +2,723 | 新進 |
| Maridea Wealth Management LLC | 2,718 | $49.8 萬 | 0.13% | +2,718 | 新進 |
| Canopy Partners, LLC | 2,714 | $49.7 萬 | 0.18% | +81+3.1% | 加碼 |
| Wealth Effects LLC | 2,710 | $49.6 萬 | 0.19% | +2,710 | 新進 |
| Everett Harris & Co | 2,709 | $49.6 萬 | 0.01% | 00.0% | 不變 |
| NTV Asset Management LLC | 2,692 | $49.3 萬 | 0.06% | 00.0% | 不變 |
| Visionary Wealth Advisors | 2,688 | $49.2 萬 | 0.03% | +80+3.1% | 加碼 |
| Calton & Associates, Inc. | 2,683 | $49.1 萬 | 0.08% | +1,193+80.1% | 加碼 |
| Brucke Financial, Inc. | 2,677 | $49.0 萬 | 0.34% | −92−3.3% | 減碼 |
| Harrell Investment Partners, LLC | 2,677 | $49.0 萬 | 0.12% | +1,027+62.2% | 加碼 |
| waypoint wealth counsel | 2,676 | $49.0 萬 | 0.24% | +774+40.7% | 加碼 |
| 49 Wealth Management, LLC | 2,674 | $49.0 萬 | 0.05% | −8−0.3% | 減碼 |
| Argentarii, LLC | 2,670 | $48.9 萬 | 0.22% | −275−9.3% | 減碼 |
| Rodgers Brothers Inc. | 2,670 | $48.9 萬 | 0.06% | +750+39.1% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,653 | $48.6 萬 | 0.13% | +312+13.3% | 加碼 |
| Summit Wealth Group LLC | 2,650 | $48.5 萬 | 0.12% | +2,650 | 新進 |
| Morse Asset Management, Inc | 2,641 | $48.3 萬 | 0.11% | −452−14.6% | 減碼 |
| Trust Co of Kansas | 2,631 | $48.2 萬 | 0.23% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 2,622 | $48.0 萬 | 0.00% | +2,622 | 新進 |
| EntryPoint Capital, LLC | 2,612 | $47.8 萬 | 0.24% | −113−4.1% | 減碼 |
| Buckhead Capital Management LLC | 2,612 | $47.8 萬 | 0.18% | 00.0% | 不變 |
| GTS Securities LLC | 2,598 | $47.6 萬 | 0.02% | −6,119−70.2% | 減碼 |
| Sandy Cove Advisors, LLC | 2,591 | $47.4 萬 | 0.17% | +177+7.3% | 加碼 |
| Lewis Asset Management, LLC | 2,574 | $47.1 萬 | 0.22% | +786+44.0% | 加碼 |
| AdvisorShares Investments LLC | 2,570 | $47.0 萬 | 0.08% | +190+8.0% | 加碼 |
| Natural Investments, LLC | 2,571 | $47.0 萬 | 0.12% | +2,571 | 新進 |
| Somerset Trust Co | 2,552 | $46.7 萬 | 0.15% | +187+7.9% | 加碼 |
| RAM Investment Partners, LLC | 2,546 | $46.6 萬 | 0.10% | +65+2.6% | 加碼 |
| Versor Investments LP | 2,542 | $46.5 萬 | 0.08% | −3,381−57.1% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 2,527 | $46.3 萬 | 0.11% | −461−15.4% | 減碼 |
| Waterloo Capital, L.P. | 2,526 | $46.2 萬 | 0.04% | +2,526 | 新進 |
| UMA Financial Services, Inc. | 2,526 | $46.2 萬 | 0.07% | +31+1.2% | 加碼 |
| Insight 2811, Inc. | 2,525 | $46.2 萬 | 0.22% | −5−0.2% | 減碼 |
| Independence Bank of Kentucky | 2,525 | $46.2 萬 | 0.07% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,514 | $46.0 萬 | 0.38% | +101+4.2% | 加碼 |
| International Assets Investment Management, LLC | 2,512 | $46.0 萬 | 0.04% | −849−25.3% | 減碼 |
| Mainstay Capital Management LLC | 2,510 | $46.0 萬 | 0.02% | +2,510 | 新進 |
| Corient IA LLC | 2,500 | $45.8 萬 | 0.27% | 00.0% | 不變 |
| Axq Capital, LP | 2,494 | $45.7 萬 | 0.15% | +2,494 | 新進 |
| Mengis Capital Management, Inc. | 2,490 | $45.6 萬 | 0.10% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 2,478 | $45.4 萬 | 0.01% | +23+0.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 2,465 | $45.1 萬 | 0.07% | −85−3.3% | 減碼 |
| Ring Mountain Capital, LLC | 2,357 | $44.9 萬 | 0.27% | −8−0.3% | 減碼 |
| Integrity Alliance, LLC. | 2,447 | $44.8 萬 | 0.02% | −433−15.0% | 減碼 |
| Capital Advantage, Inc. | 2,436 | $44.6 萬 | 0.07% | −42−1.7% | 減碼 |
| Pinnacle Financial Partners Inc | 2,436 | $44.6 萬 | 0.01% | +121+5.2% | 加碼 |
| Boston Common Asset Management, LLC | 2,436 | $44.6 萬 | 0.01% | −17,691−87.9% | 減碼 |
| Cromwell Holdings LLC | 2,432 | $44.5 萬 | 0.27% | −108−4.3% | 減碼 |
| Topsail Wealth Management, LLC | 2,431 | $44.5 萬 | 0.08% | −103−4.1% | 減碼 |
| Vaughan David Investments LLC | 2,420 | $44.3 萬 | 0.01% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 2,414 | $44.2 萬 | 0.04% | −385−13.8% | 減碼 |
| Principle Wealth Partners LLC | 2,406 | $44.1 萬 | 0.03% | −1,390−36.6% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,398 | $43.9 萬 | 0.03% | −115−4.6% | 減碼 |
| CMT Capital Markets Trading GmbH | 2,398 | $43.9 萬 | 0.21% | +2,398 | 新進 |
| Forza Wealth Management, LLC | 2,392 | $43.8 萬 | 0.18% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 2,382 | $43.6 萬 | 0.01% | +461+24.0% | 加碼 |
| Capital Analysts, LLC | 2,379 | $43.6 萬 | 0.01% | −33−1.4% | 減碼 |
| Martin Capital Advisors, LLP | 2,379 | $43.6 萬 | 0.28% | +400+20.2% | 加碼 |
| MV Capital Management, Inc. | 2,376 | $43.5 萬 | 0.04% | +14+0.6% | 加碼 |
| Birchcreek Wealth Management, LLC | 2,363 | $43.3 萬 | 0.25% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 2,355 | $43.1 萬 | 0.05% | +166+7.6% | 加碼 |
| BridgePort Financial Solutions, LLC | 2,353 | $43.1 萬 | 0.14% | +64+2.8% | 加碼 |
| DLK Investment Management, LLC | 2,350 | $43.0 萬 | 0.16% | +14+0.6% | 加碼 |
| TruNorth Capital Management, LLC | 2,342 | $42.9 萬 | 0.10% | −20−0.8% | 減碼 |
| Evexia Wealth LLC | 2,251 | $42.9 萬 | 0.13% | +456+25.4% | 加碼 |
| Financial Advisory Corp | 2,309 | $42.3 萬 | 0.13% | +2,309 | 新進 |
| Telos Capital Management, Inc. | 2,306 | $42.2 萬 | 0.04% | −49−2.1% | 減碼 |