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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 81,134 | $1,485 萬 | 0.33% | −1,121−1.4% | 減碼 |
| Fisher Funds Management LTD | 81,063 | $1,484 萬 | 0.35% | −9,006−10.0% | 減碼 |
| Anchor Capital Advisors LLC | 80,655 | $1,477 萬 | 0.43% | +43,333+116.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 80,361 | $1,471 萬 | 2.56% | −840−1.0% | 減碼 |
| Cumberland Partners Ltd | 79,961 | $1,464 萬 | 1.02% | −24,439−23.4% | 減碼 |
| First Foundation Advisors | 79,536 | $1,456 萬 | 0.54% | −13,994−15.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 79,424 | $1,454 萬 | 0.30% | −23,462−22.8% | 減碼 |
| Captrust Financial Advisors | 79,190 | $1,450 萬 | 0.03% | +8,356+11.8% | 加碼 |
| First Citizens Bank & Trust Co | 77,417 | $1,417 萬 | 0.26% | +15,271+24.6% | 加碼 |
| Savoie Capital LLC | 77,295 | $1,415 萬 | 1.76% | −10,400−11.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 77,178 | $1,413 萬 | 0.16% | +6,704+9.5% | 加碼 |
| Pensionmark Financial Group, LLC | 77,171 | $1,413 萬 | 0.32% | +35,077+83.3% | 加碼 |
| Brookstone Capital Management | 77,117 | $1,412 萬 | 0.19% | −22,311−22.4% | 減碼 |
| Callahan Advisors, LLC | 76,740 | $1,405 萬 | 1.26% | +1,064+1.4% | 加碼 |
| Engineers Gate Manager LP | 76,306 | $1,397 萬 | 0.17% | −58,584−43.4% | 減碼 |
| Larson Financial Group LLC | 75,826 | $1,388 萬 | 0.56% | +3,625+5.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 75,733 | $1,386 萬 | 0.69% | +24,050+46.5% | 加碼 |
| Vinva Investment Management Ltd | 75,032 | $1,375 萬 | 0.37% | +26,960+56.1% | 加碼 |
| Longbow Finance SA | 74,411 | $1,362 萬 | 1.45% | +74,411 | 新進 |
| Signature Estate & Investment Advisors LLC | 74,260 | $1,359 萬 | 0.31% | +1,391+1.9% | 加碼 |
| Isthmus Partners, LLC | 73,951 | $1,354 萬 | 1.58% | +12,419+20.2% | 加碼 |
| CWM, LLC | 73,898 | $1,353 萬 | 0.05% | +8,404+12.8% | 加碼 |
| Jacobs & Co | 73,126 | $1,339 萬 | 1.33% | +1,310+1.8% | 加碼 |
| Grimes & Company, Inc. | 73,002 | $1,336 萬 | 0.36% | −2,812−3.7% | 減碼 |
| Capital Investment Counsel, Inc | 72,754 | $1,332 萬 | 1.77% | +153+0.2% | 加碼 |
| Gabelli Funds LLC | 72,222 | $1,322 萬 | 0.09% | −80−0.1% | 減碼 |
| Avanza Fonder AB | 71,997 | $1,318 萬 | 0.39% | −6,120−7.8% | 減碼 |
| Investment Management Corp of Ontario | 70,613 | $1,293 萬 | 0.19% | +27,992+65.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 70,216 | $1,285 萬 | 0.23% | +400+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 70,012 | $1,282 萬 | 0.36% | +6,450+10.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,281 萬 | 0.25% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 69,401 | $1,271 萬 | 0.58% | +2,401+3.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 69,107 | $1,265 萬 | 0.58% | +11,000+18.9% | 加碼 |
| D.A. Davidson & Co. | 68,806 | $1,260 萬 | 0.09% | +384+0.6% | 加碼 |
| HRT Financial LP | 68,791 | $1,259 萬 | 0.06% | +22,140+47.5% | 加碼 |
| Norinchukin Bank, The | 68,654 | $1,257 萬 | 0.19% | +4,265+6.6% | 加碼 |
| DJE Kapital AG | 67,795 | $1,241 萬 | 0.30% | +13,480+24.8% | 加碼 |
| Shell Asset Management Co | 67,765 | $1,241 萬 | 0.43% | +24,443+56.4% | 加碼 |
| Bogart Wealth, LLC | 67,731 | $1,240 萬 | 0.53% | +9,421+16.2% | 加碼 |
| J. Safra Sarasin Holding AG | 67,423 | $1,234 萬 | 0.21% | −3,399−4.8% | 減碼 |
| Hollencrest Capital Management | 66,975 | $1,226 萬 | 0.52% | +572+0.9% | 加碼 |
| Generali Asset Management SPA SGR | 66,964 | $1,226 萬 | 0.28% | −11,125−14.2% | 減碼 |
| Holderness Investments Co | 66,497 | $1,217 萬 | 2.62% | +436+0.7% | 加碼 |
| Moran Wealth Management, LLC | 65,752 | $1,204 萬 | 0.37% | +65,752 | 新進 |
| RMB Capital Management, LLC | 65,369 | $1,197 萬 | 0.23% | −753−1.1% | 減碼 |
| F&V Capital Management, LLC | 64,216 | $1,176 萬 | 3.00% | −105−0.2% | 減碼 |
| Bradley Foster & Sargent Inc | 64,110 | $1,174 萬 | 0.18% | −2,357−3.5% | 減碼 |
| Cullinan Associates Inc | 63,823 | $1,168 萬 | 0.77% | −1,157−1.8% | 減碼 |
| GAM Holding AG | 63,693 | $1,166 萬 | 0.82% | +11,086+21.1% | 加碼 |
| EP Wealth Advisors, LLC | 62,557 | $1,145 萬 | 0.08% | −5,117−7.6% | 減碼 |
| Saba Capital Management, L.P. | 62,421 | $1,143 萬 | 0.31% | +62,421 | 新進 |
| Generate Investment Management Ltd | 62,357 | $1,142 萬 | 0.63% | +24,493+64.7% | 加碼 |
| Verition Fund Management LLC | 62,200 | $1,139 萬 | 0.07% | +24,085+63.2% | 加碼 |
| Freestone Capital Holdings, LLC | 61,959 | $1,134 萬 | 0.39% | +4,096+7.1% | 加碼 |
| Jamison Private Wealth Management, Inc. | 60,942 | $1,116 萬 | 1.60% | +470+0.8% | 加碼 |
| Atria Investments LLC | 60,744 | $1,112 萬 | 0.13% | +8,170+15.5% | 加碼 |
| Kestra Advisory Services, LLC | 60,180 | $1,102 萬 | 0.05% | −1,033−1.7% | 減碼 |
| Lowe Brockenbrough & Co Inc | 59,768 | $1,094 萬 | 0.62% | −166−0.3% | 減碼 |
| Gateway Investment Advisers LLC | 59,458 | $1,088 萬 | 0.12% | −1,555−2.5% | 減碼 |
| Warren Averett Asset Management, LLC | 59,346 | $1,086 萬 | 0.12% | +247+0.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 59,111 | $1,082 萬 | 0.55% | −1,701−2.8% | 減碼 |
| SummitTX Capital, L.P. | 59,051 | $1,081 萬 | 0.48% | +44,870+316.4% | 加碼 |
| Brinker Capital Investments, LLC | 58,982 | $1,080 萬 | 0.09% | +3,703+6.7% | 加碼 |
| SP Asset Management LLC | 58,741 | $1,075 萬 | 0.89% | +355+0.6% | 加碼 |
| Sava Infond d.o.o. | 58,165 | $1,065 萬 | 1.66% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 57,906 | $1,056 萬 | 0.11% | −2,333−3.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 56,835 | $1,040 萬 | 0.13% | +2,214+4.1% | 加碼 |
| Mizuho Securities USA LLC | 56,153 | $1,028 萬 | 0.22% | +56,153 | 新進 |
| Horizon Investments, LLC | 56,039 | $1,026 萬 | 0.16% | +28,147+100.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $1,025 萬 | 2.77% | 00.0% | 不變 |
| Colonial Trust Advisors | 55,424 | $1,015 萬 | 0.84% | −1,202−2.1% | 減碼 |
| William Allan, LLC | 55,228 | $1,011 萬 | 5.89% | +4,569+9.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 54,787 | $1,003 萬 | 0.45% | +1,820+3.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 54,773 | $1,003 萬 | 0.47% | −14,828−21.3% | 減碼 |
| Four Tree Island Advisory LLC | 54,405 | $996.0 萬 | 7.01% | −7,009−11.4% | 減碼 |
| Mission Wealth Management, LP | 54,404 | $996.0 萬 | 0.22% | +295+0.5% | 加碼 |
| Vident Advisory, LLC | 54,315 | $994.3 萬 | 0.11% | −4,280−7.3% | 減碼 |
| Bard Financial Services, Inc. | 54,215 | $992.5 萬 | 1.19% | −1,850−3.3% | 減碼 |
| Advisory Services Network, LLC | 54,688 | $984.7 萬 | 0.16% | +8,996+19.7% | 加碼 |
| Sone Capital Management, LLC | 53,697 | $983.0 萬 | 0.91% | −877−1.6% | 減碼 |
| Greenwich Wealth Management LLC | 53,119 | $972.5 萬 | 0.47% | −260.0% | 減碼 |
| Spinecap SAS | 52,899 | $968.4 萬 | 5.04% | +52,899 | 新進 |
| Hosking Partners LLP | 52,539 | $961.8 萬 | 0.38% | −1,024−1.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 52,482 | $960.8 萬 | 0.39% | +3,016+6.1% | 加碼 |
| Kentucky Retirement Systems | 52,162 | $954.9 萬 | 0.28% | −3,417−6.1% | 減碼 |
| Generali Investments, Management Co LLC | 52,099 | $952.5 萬 | 2.16% | +40,520+349.9% | 加碼 |
| SFMG, LLC | 51,400 | $941.0 萬 | 0.71% | −473−0.9% | 減碼 |
| Matrix Asset Advisors Inc | 51,071 | $935.0 萬 | 0.95% | +51,071 | 新進 |
| Palmer Knight Co | 50,864 | $931.2 萬 | 3.97% | +19,942+64.5% | 加碼 |
| Banque Cantonale Vaudoise | 50,347 | $921.7 萬 | 0.38% | +1,623+3.3% | 加碼 |
| AMJ Financial Wealth Management | 50,313 | $921.1 萬 | 2.33% | +50,313 | 新進 |
| DuPont Capital Management Corp | 50,311 | $921.0 萬 | 0.99% | 00.0% | 不變 |
| Flputnam Investment Management Co | 50,003 | $915.4 萬 | 0.16% | −197−0.4% | 減碼 |
| Smithbridge Asset Management Inc | 49,829 | $912.2 萬 | 1.59% | −372−0.7% | 減碼 |
| Fiera Capital Corp | 49,529 | $906.7 萬 | 0.03% | +7,356+17.4% | 加碼 |
| Burney Co | 49,396 | $904.3 萬 | 0.31% | −276−0.6% | 減碼 |
| Hartford Investment Management Co | 48,994 | $896.9 萬 | 0.29% | −585−1.2% | 減碼 |
| Davenport & Co LLC | 48,592 | $889.7 萬 | 0.05% | +15,514+46.9% | 加碼 |
| Soundwatch Capital LLC | 757,663 | $888.7 萬 | 1.88% | +755,731+39,116.5% | 加碼 |
| TCG Advisory Services, LLC | 48,392 | $885.9 萬 | 0.31% | +35,885+286.9% | 加碼 |