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、3 筆賣出；2026 年第 2 季末有 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 816,550 | $1.49 億 | 0.37% | +24,853+3.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $1.49 億 | 0.27% | +25,712+3.3% | 加碼 |
| CapitalatWork S.A. | 806,659 | $1.48 億 | 4.48% | +38,156+5.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 806,126 | $1.48 億 | 0.25% | +8,000+1.0% | 加碼 |
| LPL Financial LLC | 783,450 | $1.43 億 | 0.05% | +76,754+10.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 777,276 | $1.42 億 | 0.25% | −17,350−2.2% | 減碼 |
| Standard Life Aberdeen plc | 736,368 | $1.36 億 | 0.23% | +51,614+7.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 731,711 | $1.34 億 | 0.31% | +6,762+0.9% | 加碼 |
| Janus Henderson Group PLC | 729,092 | $1.33 億 | 0.07% | −263,266−26.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 728,053 | $1.33 億 | 0.46% | +8,288+1.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 721,746 | $1.32 億 | 0.56% | +68,590+10.5% | 加碼 |
| Harding Loevner LP | 712,217 | $1.30 億 | 0.88% | +9,037+1.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 707,093 | $1.29 億 | 0.13% | −2,537,867−78.2% | 減碼 |
| Westfield Capital Management Co LP | 694,431 | $1.27 億 | 0.53% | +689,272+13,360.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 681,980 | $1.25 億 | 0.30% | −80,458−10.6% | 減碼 |
| AXA S.A. | 681,221 | $1.25 億 | 0.36% | +16,676+2.5% | 加碼 |
| Prudential Financial Inc | 667,143 | $1.22 億 | 0.16% | +25,878+4.0% | 加碼 |
| New York State Teachers Retirement System | 663,741 | $1.22 億 | 0.25% | −29,722−4.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 654,667 | $1.20 億 | 0.23% | −156,774−19.3% | 減碼 |
| Jane Street Group, LLC | 653,681 | $1.20 億 | 0.19% | −464,988−41.6% | 減碼 |
| Jupiter Asset Management Ltd | 652,234 | $1.19 億 | 1.00% | +652,234 | 新進 |
| Storebrand Asset Management AS | 638,262 | $1.17 億 | 0.34% | −48,545−7.1% | 減碼 |
| US Bancorp | 619,973 | $1.14 億 | 0.14% | −11,336−1.8% | 減碼 |
| Aviva PLC | 614,778 | $1.13 億 | 0.23% | −3,888−0.6% | 減碼 |
| Erste Asset Management GmbH | 607,072 | $1.11 億 | 0.93% | +95,752+18.7% | 加碼 |
| Korea Investment CORP | 606,426 | $1.11 億 | 0.25% | −7,849−1.3% | 減碼 |
| Intermede Investment Partners Ltd | 593,530 | $1.09 億 | 3.35% | −30,826−4.9% | 減碼 |
| Raiffeisen Bank International AG | 588,150 | $1.08 億 | 1.60% | +82,818+16.4% | 加碼 |
| Nomura Asset Management Co Ltd | 587,716 | $1.08 億 | 0.30% | −279,100−32.2% | 減碼 |
| Boston Trust Walden Corp | 585,296 | $1.07 億 | 0.76% | +20,403+3.6% | 加碼 |
| Lazard Freres Gestion S.A.S. | 571,617 | $1.05 億 | 2.19% | +79,043+16.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 568,779 | $1.04 億 | 0.11% | −421,695−42.6% | 減碼 |
| Findlay Park Partners LLP | 564,400 | $1.03 億 | 1.07% | −20,300−3.5% | 減碼 |
| Glenmede Investment Management, LP | 561,470 | $1.03 億 | 0.52% | +561,470 | 新進 |
| Rockefeller Capital Management L.P. | 558,305 | $1.02 億 | 0.22% | +94,337+20.3% | 加碼 |
| Man Group plc | 554,941 | $1.02 億 | 0.22% | +68,915+14.2% | 加碼 |
| Nisa Investment Advisors, LLC | 549,607 | $1.01 億 | 0.45% | −93,037−14.5% | 減碼 |
| XN LP | 546,142 | $9,998 萬 | 3.49% | +36,882+7.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 532,194 | $9,743 萬 | 0.07% | +59,334+12.5% | 加碼 |
| Woodline Partners LP | 517,962 | $9,482 萬 | 0.50% | −294,016−36.2% | 減碼 |
| 1832 Asset Management L.P. | 506,744 | $9,277 萬 | 0.16% | +57,500+12.8% | 加碼 |
| Achmea Investment Management B.V. | 501,587 | $9,183 萬 | 1.18% | +35,437+7.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 500,670 | $9,166 萬 | 0.06% | +24,700+5.2% | 加碼 |
| Guggenheim Capital LLC | 498,686 | $9,129 萬 | 0.74% | +40,383+8.8% | 加碼 |
| Argent Capital Management LLC | 497,258 | $9,103 萬 | 2.60% | −2,320−0.5% | 減碼 |
| ING Groep NV | 492,773 | $9,021 萬 | 0.55% | +38,978+8.6% | 加碼 |
| Fifth Third Bancorp | 490,447 | $8,979 萬 | 0.31% | −70,979−12.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 506,215 | $8,916 萬 | 0.88% | +198,002+64.2% | 加碼 |
| Retirement Systems of Alabama | 472,694 | $8,654 萬 | 0.31% | −5,610−1.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 465,980 | $8,531 萬 | 0.25% | +3,328+0.7% | 加碼 |
| Schroder Investment Management Group | 458,540 | $8,394 萬 | 0.07% | +955+0.2% | 加碼 |
| Qube Research & Technologies Ltd | 458,432 | $8,393 萬 | 0.12% | −2,549,806−84.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 456,535 | $8,353 萬 | 0.36% | −92,653−16.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 453,476 | $8,302 萬 | 0.48% | +9,636+2.2% | 加碼 |
| State of Wisconsin Investment Board | 446,332 | $8,171 萬 | 0.20% | −22,386−4.8% | 減碼 |
| Massachusetts Financial Services Co | 434,412 | $7,953 萬 | 0.03% | −360,019−45.3% | 減碼 |
| HighTower Advisors, LLC | 431,228 | $7,894 萬 | 0.10% | −57,285−11.7% | 減碼 |
| Bristol Gate Capital Partners Inc. | 430,741 | $7,886 萬 | 4.48% | −98,778−18.7% | 減碼 |
| Zurich Insurance Group Ltd | 429,683 | $7,866 萬 | 0.61% | +286,488+200.1% | 加碼 |
| SEI Investments Co | 422,694 | $7,738 萬 | 0.09% | +116,588+38.1% | 加碼 |
| Truist Financial Corp | 422,130 | $7,728 萬 | 0.11% | −206,496−32.8% | 減碼 |
| APG Asset Management N.V. | 488,600 | $7,620 萬 | 0.23% | −406,196−45.4% | 減碼 |
| Susquehanna International Group, LLP | 415,359 | $7,604 萬 | 0.12% | −473,334−53.3% | 減碼 |
| Millennium Management LLC | 408,646 | $7,481 萬 | 0.07% | −1,525,158−78.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 408,345 | $7,476 萬 | 0.18% | +9,436+2.4% | 加碼 |
| SG Americas Securities, LLC | 396,402 | $7,257 萬 | 0.32% | +389,268+5,456.5% | 加碼 |
| Capital Advisors Inc | 403,850 | $7,091 萬 | 1.27% | +42,413+11.7% | 加碼 |
| Toronto Dominion Bank | 387,294 | $7,090 萬 | 0.15% | −61,988−13.8% | 減碼 |
| RDST Capital LLC | 384,660 | $7,042 萬 | 7.04% | +55,010+16.7% | 加碼 |
| Treasurer of the State of North Carolina | 379,324 | $6,944 萬 | 0.22% | −52,630−12.2% | 減碼 |
| Andra AP-fonden | 373,933 | $6,846 萬 | 0.95% | +13,200+3.7% | 加碼 |
| UniSuper Management Pty Ltd | 372,533 | $6,820 萬 | 0.46% | −26,584−6.7% | 減碼 |
| KLP Kapitalforvaltning AS | 372,041 | $6,811 萬 | 0.29% | +12,200+3.4% | 加碼 |
| Sound Shore Management Inc | 364,517 | $6,673 萬 | 2.27% | +364,517 | 新進 |
| Public Employees Retirement System of Ohio | 363,908 | $6,662 萬 | 0.22% | −7,433−2.0% | 減碼 |
| CI Private Wealth, LLC | 358,838 | $6,569 萬 | 0.10% | −4,322−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 358,786 | $6,568 萬 | 0.09% | +584+0.2% | 加碼 |
| Asset Management One Co.,Ltd. | 355,531 | $6,509 萬 | 0.20% | +13,085+3.8% | 加碼 |
| Panagora Asset Management Inc | 351,817 | $6,441 萬 | 0.29% | +8,599+2.5% | 加碼 |
| CIBC Asset Management Inc | 351,371 | $6,433 萬 | 0.20% | −93,432−21.0% | 減碼 |
| Crestwood Advisors Group LLC | 347,621 | $6,364 萬 | 1.14% | −3,023−0.9% | 減碼 |
| Cornerstone Investment Partners, LLC | 345,494 | $6,325 萬 | 2.79% | +45,474+15.2% | 加碼 |
| Teacher Retirement System of Texas | 335,893 | $6,149 萬 | 0.26% | −23,193−6.5% | 減碼 |
| Handelsbanken Fonder AB | 335,884 | $6,149 萬 | 0.22% | −13,178−3.8% | 減碼 |
| Whittier Trust Co | 330,861 | $6,057 萬 | 0.73% | −1,067−0.3% | 減碼 |
| Swiss Life Asset Management Ltd | 329,484 | $6,032 萬 | 0.36% | +62,679+23.5% | 加碼 |
| Tocqueville Asset Management L.P. | 328,814 | $6,020 萬 | 0.92% | −45,203−12.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 324,788 | $5,946 萬 | 0.40% | +195,043+150.3% | 加碼 |
| Ossiam | 323,313 | $5,919 萬 | 0.67% | +31,077+10.6% | 加碼 |
| Abn Amro Investment Solutions | 321,120 | $5,879 萬 | 1.18% | −9,931−3.0% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $5,814 萬 | 2.07% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 303,305 | $5,795 萬 | 1.56% | −429−0.1% | 減碼 |
| Assetmark, Inc | 312,618 | $5,723 萬 | 0.14% | +69,303+28.5% | 加碼 |
| Earnest Partners LLC | 308,971 | $5,656 萬 | 0.25% | +2,896+0.9% | 加碼 |
| Bank of Nova Scotia | 304,592 | $5,576 萬 | 0.11% | −338,099−52.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 303,762 | $5,561 萬 | 0.39% | −700−0.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 296,127 | $5,422 萬 | 0.27% | +10,022+3.5% | 加碼 |
| Nissay Asset Management Corp | 295,862 | $5,416 萬 | 0.32% | −7,403−2.4% | 減碼 |
| M&T Bank Corp | 295,042 | $5,401 萬 | 0.19% | +5,653+2.0% | 加碼 |
| Mariner, LLC | 291,013 | $5,328 萬 | 0.08% | +17,940+6.6% | 加碼 |