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 3,519 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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 97,516 | $2,519 萬 | 3.51% | +24,093+32.8% | 加碼 |
| Cooper Creek Partners Management LLC | 136,723 | $2,503 萬 | 0.83% | +45,874+50.5% | 加碼 |
| Nearwater Capital Markets, Ltd | 136,500 | $2,499 萬 | 0.40% | +50,000+57.8% | 加碼 |
| Pacer Advisors, Inc. | 135,229 | $2,476 萬 | 0.06% | −2,931,588−95.6% | 減碼 |
| Pathstone Holdings, LLC | 135,007 | $2,472 萬 | 0.10% | +7,612+6.0% | 加碼 |
| Tredje AP-fonden | 135,000 | $2,471 萬 | 0.20% | +106,951+381.3% | 加碼 |
| Utah Retirement Systems | 134,017 | $2,453 萬 | 0.26% | −711−0.5% | 減碼 |
| Rathbone Brothers plc | 133,391 | $2,442 萬 | 0.11% | +4,131+3.2% | 加碼 |
| Meridiem Capital Partners LP | 133,028 | $2,435 萬 | 1.76% | +133,028 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 130,137 | $2,382 萬 | 0.07% | +12,547+10.7% | 加碼 |
| Point72 Asset Management, L.P. | 128,000 | $2,343 萬 | 0.06% | +128,000 | 新進 |
| British Columbia Investment Management Corp | 127,994 | $2,343 萬 | 0.14% | −27,623−17.8% | 減碼 |
| GWM Advisors LLC | 126,439 | $2,315 萬 | 0.12% | −172,636−57.7% | 減碼 |
| Ieq Capital, LLC | 125,734 | $2,302 萬 | 0.14% | +36,747+41.3% | 加碼 |
| McGuire Investment Group, LLC | 125,176 | $2,292 萬 | 2.93% | +2,247+1.8% | 加碼 |
| Trust Co of Vermont | 124,570 | $2,281 萬 | 1.07% | −2,413−1.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 123,314 | $2,258 萬 | 0.21% | +4,932+4.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 122,691 | $2,249 萬 | 0.17% | +36,170+41.8% | 加碼 |
| Colony Group, LLC | 122,183 | $2,237 萬 | 0.05% | +4,776+4.1% | 加碼 |
| New York Life Investment Management LLC | 122,085 | $2,235 萬 | 0.21% | +1,420+1.2% | 加碼 |
| Mediolanum International Funds Ltd | 121,919 | $2,234 萬 | 0.27% | −81,378−40.0% | 減碼 |
| Jones Financial Companies LLLP | 121,092 | $2,218 萬 | 0.02% | +75,603+166.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 121,045 | $2,216 萬 | 0.17% | +19,162+18.8% | 加碼 |
| Lountzis Asset Management, LLC | 120,255 | $2,202 萬 | 7.75% | +360.0% | 加碼 |
| South Dakota Investment Council | 119,771 | $2,193 萬 | 0.42% | 00.0% | 不變 |
| Ethic Inc. | 119,638 | $2,192 萬 | 0.39% | +4,898+4.3% | 加碼 |
| Summit Street Capital Management, LLC | 119,159 | $2,181 萬 | 3.60% | −9,924−7.7% | 減碼 |
| Sit Investment Associates Inc | 118,786 | $2,175 萬 | 0.46% | −1,493−1.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 118,354 | $2,167 萬 | 0.08% | +112,874+2,059.7% | 加碼 |
| Distillate Capital Partners LLC | 118,159 | $2,163 萬 | 1.16% | −41,882−26.2% | 減碼 |
| Baker Avenue Asset Management, LP | 117,223 | $2,146 萬 | 0.61% | +538+0.5% | 加碼 |
| Keybank National Association | 116,860 | $2,139 萬 | 0.08% | −116−0.1% | 減碼 |
| Penserra Capital Management LLC | 116,381 | $2,130 萬 | 0.30% | +16,789+16.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 115,508 | $2,115 萬 | 1.30% | +1,116+1.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,127 | $2,112 萬 | 0.19% | −14,128−10.9% | 減碼 |
| BancorpSouth Bank | 115,246 | $2,110 萬 | 1.39% | +3,265+2.9% | 加碼 |
| Empowered Funds, LLC | 115,241 | $2,110 萬 | 0.24% | −19,760−14.6% | 減碼 |
| Hancock Whitney Corp | 115,005 | $2,105 萬 | 0.40% | +1,042+0.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 115,002 | $2,105 萬 | 0.93% | −4,321−3.6% | 減碼 |
| Midwest Trust Co | 114,352 | $2,093 萬 | 0.29% | +114,352 | 新進 |
| Eastern Bank | 112,766 | $2,064 萬 | 0.39% | −1,163−1.0% | 減碼 |
| NewEdge Wealth, LLC | 112,527 | $2,061 萬 | 0.32% | +2,494+2.3% | 加碼 |
| First Nebraska Trust Co | 112,514 | $2,060 萬 | 1.97% | −550−0.5% | 減碼 |
| Profund Advisors LLC | 111,381 | $2,039 萬 | 0.73% | +5,828+5.5% | 加碼 |
| Willis Investment Counsel | 111,254 | $2,037 萬 | 1.19% | +6,542+6.2% | 加碼 |
| Shelton Capital Management | 111,012 | $2,032 萬 | 0.47% | −126,799−53.3% | 減碼 |
| Value Aligned Research Advisors, LLC | 110,764 | $2,028 萬 | 0.91% | +53,576+93.7% | 加碼 |
| Federated Hermes, Inc. | 110,747 | $2,027 萬 | 0.04% | −168,985−60.4% | 減碼 |
| Vestor Capital, LLC | 143,765 | $2,025 萬 | 1.97% | +143,330+32,949.4% | 加碼 |
| Cresset Asset Management, LLC | 110,026 | $2,014 萬 | 0.10% | −1,252−1.1% | 減碼 |
| Marex Group plc | 109,853 | $2,011 萬 | 0.38% | −15,693−12.5% | 減碼 |
| CORDA Investment Management, LLC. | 108,828 | $1,992 萬 | 1.47% | +108,828 | 新進 |
| Stanley Capital Management, LLC | 107,800 | $1,973 萬 | 3.32% | +8,000+8.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 106,459 | $1,949 萬 | 0.08% | −3,333−3.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 106,231 | $1,945 萬 | 0.13% | +22,537+26.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 105,707 | $1,935 萬 | 0.17% | +4,345+4.3% | 加碼 |
| Formuepleje A/S | 131,395 | $1,907 萬 | 1.09% | 00.0% | 不變 |
| Sienna Gestion | 113,221 | $1,892 萬 | 1.30% | +10,468+10.2% | 加碼 |
| LMCG Investments, LLC | 103,166 | $1,889 萬 | 1.18% | −7,653−6.9% | 減碼 |
| OP Asset Management Ltd | 102,836 | $1,883 萬 | 0.28% | +3,177+3.2% | 加碼 |
| Wealthfront Advisers LLC | 102,713 | $1,880 萬 | 0.05% | −8,076−7.3% | 減碼 |
| Yousif Capital Management, LLC | 102,095 | $1,869 萬 | 0.20% | −1,074−1.0% | 減碼 |
| Brown Advisory Inc | 101,691 | $1,862 萬 | 0.02% | +7,072+7.5% | 加碼 |
| Louisiana State Employees Retirement System | 101,600 | $1,860 萬 | 0.34% | −1,500−1.5% | 減碼 |
| CCM Investment Advisers LLC | 101,087 | $1,851 萬 | 1.99% | +1,894+1.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 101,004 | $1,849 萬 | 0.07% | +88,073+681.1% | 加碼 |
| Pinnacle Associates Ltd | 99,713 | $1,825 萬 | 0.26% | +2,455+2.5% | 加碼 |
| Illinois Municipal Retirement Fund | 99,665 | $1,825 萬 | 0.25% | −60,340−37.7% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $1,814 萬 | 2.51% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 98,374 | $1,801 萬 | 2.70% | −4,439−4.3% | 減碼 |
| Banco Santander, S.A. | 96,077 | $1,759 萬 | 0.17% | +8,441+9.6% | 加碼 |
| BLI - Banque de Luxembourg Investments | 95,645 | $1,752 萬 | 0.50% | +88,800+1,297.3% | 加碼 |
| Mutual of America Capital Management LLC | 93,158 | $1,705 萬 | 0.18% | −1,340−1.4% | 減碼 |
| California First Leasing Corp | 92,836 | $1,700 萬 | 7.07% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 92,343 | $1,691 萬 | 0.08% | −649,516−87.6% | 減碼 |
| Oppenheimer & Co Inc | 92,152 | $1,687 萬 | 0.22% | −5,368−5.5% | 減碼 |
| State of Alaska, Department of Revenue | 91,356 | $1,672 萬 | 0.18% | −3,795−4.0% | 減碼 |
| Congress Wealth Management LLC | 90,939 | $1,664 萬 | 0.16% | +22,481+32.8% | 加碼 |
| Citizens Financial Group Inc | 90,630 | $1,659 萬 | 0.27% | +61,562+211.8% | 加碼 |
| Brevan Howard Capital Management LP | 90,180 | $1,651 萬 | 0.18% | +34,348+61.5% | 加碼 |
| iA Global Asset Management Inc. | 90,172 | $1,651 萬 | 0.25% | −11,389−11.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 89,256 | $1,634 萬 | 0.06% | +11,961+15.5% | 加碼 |
| Sawgrass Asset Management LLC | 88,983 | $1,629 萬 | 1.85% | −546−0.6% | 減碼 |
| Globeflex Capital L P | 88,749 | $1,625 萬 | 1.35% | +88,749 | 新進 |
| Maple Capital Management, Inc. | 88,441 | $1,619 萬 | 1.11% | +2,673+3.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 87,809 | $1,608 萬 | 0.07% | −3,641−4.0% | 減碼 |
| Managed Asset Portfolios, LLC | 87,272 | $1,598 萬 | 2.08% | +964+1.1% | 加碼 |
| Carmel Capital Management L.L.C. | 87,085 | $1,594 萬 | 5.38% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 86,909 | $1,591 萬 | 0.05% | +18,641+27.3% | 加碼 |
| Trillium Asset Management, LLC | 86,358 | $1,581 萬 | 0.43% | +928+1.1% | 加碼 |
| Bokf, NA | 86,292 | $1,580 萬 | 0.26% | −2,706−3.0% | 減碼 |
| Cornerstone Advisors, LLC | 85,700 | $1,569 萬 | 0.54% | −1,900−2.2% | 減碼 |
| Univest Financial Corp | 85,472 | $1,565 萬 | 0.94% | −1,812−2.1% | 減碼 |
| Soros Capital Management LLC | 84,166 | $1,541 萬 | 4.69% | −2,978−3.4% | 減碼 |
| Blair William & Co | 84,109 | $1,540 萬 | 0.04% | −682−0.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 84,006 | $1,538 萬 | 0.20% | −44,743−34.8% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 83,513 | $1,529 萬 | 0.26% | +33,995+68.7% | 加碼 |
| ABN AMRO Bank N.V. | 82,900 | $1,527 萬 | 0.20% | +5,181+6.7% | 加碼 |
| LVM Capital Management Ltd | 81,498 | $1,492 萬 | 1.55% | −440−0.5% | 減碼 |
| QV Investors Inc. | 81,340 | $1,489 萬 | 1.46% | +30,610+60.3% | 加碼 |