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
- 2,323
- 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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 33,013 | $604.4 萬 | 0.24% | −3,691−10.1% | 減碼 |
| Advisory Resource Group | 32,740 | $599.4 萬 | 1.15% | +317+1.0% | 加碼 |
| Northwest Bancshares, Inc. | 32,685 | $598.4 萬 | 1.04% | −114−0.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 32,636 | $597.4 萬 | 0.84% | +8,983+38.0% | 加碼 |
| Woodstock Corp | 32,625 | $597.3 萬 | 0.55% | +942+3.0% | 加碼 |
| Arkadios Wealth Advisors | 32,584 | $596.5 萬 | 0.18% | −1,509−4.4% | 減碼 |
| Vise Technologies, Inc. | 32,369 | $592.6 萬 | 0.24% | +32,369 | 新進 |
| Advisors Asset Management, Inc. | 32,239 | $590.2 萬 | 0.11% | +1,643+5.4% | 加碼 |
| Hendley & Co Inc | 31,756 | $581.4 萬 | 2.03% | +515+1.6% | 加碼 |
| Kempen Capital Management N.V. | 31,681 | $580.0 萬 | 0.06% | −95,682−75.1% | 減碼 |
| Kinneret Advisory, LLC | 31,636 | $579.2 萬 | 0.53% | −48−0.2% | 減碼 |
| Torray LLC | 31,620 | $578.9 萬 | 0.84% | −20,664−39.5% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 31,500 | $576.7 萬 | 0.05% | +31,500 | 新進 |
| Plato Investment Management Ltd | 31,596 | $576.3 萬 | 0.43% | +146+0.5% | 加碼 |
| Allworth Financial LP | 31,392 | $574.7 萬 | 0.03% | +9,002+40.2% | 加碼 |
| Groupe la Francaise | 31,381 | $572.0 萬 | 0.09% | +4,710+17.7% | 加碼 |
| Leelyn Smith, LLC | 31,210 | $571.4 萬 | 0.94% | +871+2.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 31,200 | $571.2 萬 | 0.67% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 31,158 | $570.4 萬 | 1.29% | +24,815+391.2% | 加碼 |
| Gold Investment Management Ltd. | 30,887 | $566.6 萬 | 2.13% | +3,066+11.0% | 加碼 |
| Axxcess Wealth Management, LLC | 30,490 | $558.2 萬 | 0.13% | +3,938+14.8% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 30,399 | $556.5 萬 | 0.29% | +209+0.7% | 加碼 |
| Fort Sheridan Advisors LLC | 30,127 | $551.5 萬 | 0.79% | −415−1.4% | 減碼 |
| UBS Oconnor LLC | 30,000 | $549.2 萬 | 0.15% | +30,000 | 新進 |
| United Capital Financial Advisers, LLC | 29,881 | $547.0 萬 | 0.04% | +298+1.0% | 加碼 |
| Argonautica Private Wealth Management, Inc | 29,741 | $544.5 萬 | 1.72% | −973−3.2% | 減碼 |
| Red Spruce Capital, LLC | 29,659 | $543.0 萬 | 2.35% | −151−0.5% | 減碼 |
| Wetherby Asset Management Inc | 29,640 | $542.6 萬 | 0.24% | +29,640 | 新進 |
| Empirical Finance, LLC | 29,491 | $539.9 萬 | 0.28% | +175+0.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 29,197 | $535.7 萬 | 0.15% | +16,871+136.9% | 加碼 |
| Greenleaf Trust | 29,157 | $533.8 萬 | 0.05% | −10,956−27.3% | 減碼 |
| Calamos Wealth Management LLC | 29,138 | $533.4 萬 | 0.23% | +598+2.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 29,132 | $533.3 萬 | 0.09% | +16,638+133.2% | 加碼 |
| GHP Investment Advisors, Inc. | 29,104 | $532.8 萬 | 0.24% | +3,932+15.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 29,044 | $531.7 萬 | 0.14% | +7,926+37.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 28,940 | $529.8 萬 | 0.22% | +654+2.3% | 加碼 |
| Colonial Trust Co | 28,753 | $526.4 萬 | 0.77% | −450−1.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 28,718 | $525.7 萬 | 0.86% | −110.0% | 減碼 |
| We Are One Seven, LLC | 28,693 | $525.3 萬 | 0.17% | +5,533+23.9% | 加碼 |
| Ingalls & Snyder LLC | 28,645 | $524.4 萬 | 0.19% | +2,000+7.5% | 加碼 |
| RBA Wealth Management, LLC | 28,440 | $520.7 萬 | 1.94% | +574+2.1% | 加碼 |
| Burr Financial Services, LLC | 28,396 | $519.8 萬 | 4.37% | +22,496+381.3% | 加碼 |
| Trustco Bank Corp N Y | 28,360 | $519.2 萬 | 5.08% | −28−0.1% | 減碼 |
| Fulton Bank, N.A. | 28,303 | $518.1 萬 | 0.19% | −1,110−3.8% | 減碼 |
| Nilsine Partners, LLC | 28,272 | $517.6 萬 | 0.52% | +517+1.9% | 加碼 |
| Commerzbank Aktiengesellschaft | 28,142 | $515.2 萬 | 0.12% | +441+1.6% | 加碼 |
| Silver Lake Advisory, LLC | 28,118 | $514.8 萬 | 2.19% | +240+0.9% | 加碼 |
| Intact Investment Management Inc. | 28,100 | $514.4 萬 | 0.17% | −4,100−12.7% | 減碼 |
| Venturi Wealth Management, LLC | 27,881 | $510.4 萬 | 0.25% | +11,238+67.5% | 加碼 |
| HB Wealth Management, LLC | 27,805 | $509.0 萬 | 0.04% | +5,413+24.2% | 加碼 |
| Bailard, Inc. | 27,786 | $508.7 萬 | 0.12% | +333+1.2% | 加碼 |
| Balyasny Asset Management LLC | 27,495 | $503.4 萬 | 0.01% | −31,830−53.7% | 減碼 |
| Apollon Wealth Management, LLC | 27,463 | $502.8 萬 | 0.10% | −193−0.7% | 減碼 |
| Prospector Partners LLC | 27,117 | $496.4 萬 | 0.58% | +27,117 | 新進 |
| Family Legacy, Inc. | 26,978 | $493.9 萬 | 1.61% | +69+0.3% | 加碼 |
| Capital Asset Advisory Services LLC | 26,854 | $493.5 萬 | 0.23% | +2,187+8.9% | 加碼 |
| Change Path, LLC | 26,952 | $493.4 萬 | 0.13% | +2,119+8.5% | 加碼 |
| Bonness Enterprises Inc | 26,836 | $491.3 萬 | 1.61% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 26,650 | $487.9 萬 | 2.55% | 00.0% | 不變 |
| Park Avenue Securities LLC | 26,565 | $486.3 萬 | 0.04% | −1,313−4.7% | 減碼 |
| Phraction Management LLC | 26,524 | $485.6 萬 | 1.55% | −3,270−11.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 26,380 | $482.9 萬 | 0.06% | −18,165−40.8% | 減碼 |
| Vestcor Inc | 26,338 | $482.2 萬 | 0.15% | +939+3.7% | 加碼 |
| Regions Financial Corp | 26,192 | $479.5 萬 | 0.03% | −1,423−5.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 26,142 | $478.6 萬 | 0.18% | −43,142−62.3% | 減碼 |
| Polymer Capital Management (US) LLC | 26,122 | $478.2 萬 | 0.78% | +20,619+374.7% | 加碼 |
| Soltis Investment Advisors LLC | 26,111 | $478.0 萬 | 0.38% | +3,001+13.0% | 加碼 |
| Quadrant Capital Group LLC | 26,089 | $477.6 萬 | 0.17% | +7,468+40.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 25,919 | $474.5 萬 | 0.07% | +71+0.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 25,894 | $474.0 萬 | 1.07% | +386+1.5% | 加碼 |
| Leonteq Securities AG | 25,868 | $473.6 萬 | 0.28% | −29,238−53.1% | 減碼 |
| Magnetar Financial LLC | 25,846 | $473.2 萬 | 0.02% | +22,933+787.3% | 加碼 |
| IFP Advisors, Inc | 25,599 | $473.2 萬 | 0.13% | −400−1.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 25,615 | $472.2 萬 | 0.11% | −13,495−34.5% | 減碼 |
| Ssa Swiss Advisors AG | 24,902 | $465.2 萬 | 2.24% | +6,955+38.8% | 加碼 |
| Sphera Management Technology Funds Ltd | 25,310 | $463.4 萬 | 2.84% | +7,510+42.2% | 加碼 |
| RSM US Wealth Management LLC | 25,167 | $460.7 萬 | 0.06% | +2,480+10.9% | 加碼 |
| Choate Investment Advisors | 25,146 | $460.3 萬 | 0.10% | −187−0.7% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 25,118 | $459.8 萬 | 0.86% | −60−0.2% | 減碼 |
| Coldstream Capital Management Inc | 25,009 | $457.8 萬 | 0.07% | +4,930+24.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 24,989 | $457.5 萬 | 0.11% | −9,930−28.4% | 減碼 |
| Peloton Wealth Strategists | 24,965 | $457.0 萬 | 1.83% | −1,325−5.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,933 | $456.4 萬 | 0.07% | −1,309−5.0% | 減碼 |
| Midwest Professional Planners, LTD. | 24,917 | $456.2 萬 | 1.20% | +473+1.9% | 加碼 |
| Curat Global, LLC | 24,856 | $455.0 萬 | 4.34% | +3,175+14.6% | 加碼 |
| Perigon Wealth Management, LLC | 24,806 | $454.1 萬 | 0.11% | +227+0.9% | 加碼 |
| Occidental Asset Management, LLC | 24,752 | $453.1 萬 | 0.63% | +624+2.6% | 加碼 |
| Ostrum Asset Management | 24,659 | $451.4 萬 | 0.21% | +117+0.5% | 加碼 |
| Walleye Capital LLC | 24,636 | $451.0 萬 | 0.04% | −118,427−82.8% | 減碼 |
| Intech Investment Management LLC | 24,578 | $449.9 萬 | 0.04% | −8,729−26.2% | 減碼 |
| Azzad Asset Management Inc | 24,567 | $449.7 萬 | 0.48% | +1,103+4.7% | 加碼 |
| Beech Hill Advisors, Inc. | 24,495 | $448.4 萬 | 2.02% | −9,477−27.9% | 減碼 |
| Independent Advisor Alliance | 24,453 | $447.7 萬 | 0.13% | +1,872+8.3% | 加碼 |
| Winton Group Ltd | 24,402 | $446.7 萬 | 0.23% | −22,467−47.9% | 減碼 |
| Evercore Wealth Management, LLC | 24,262 | $444.2 萬 | 0.07% | −31,507−56.5% | 減碼 |
| Clark Capital Management Group, Inc. | 24,018 | $439.7 萬 | 0.03% | +3,504+17.1% | 加碼 |
| RFG Advisory, LLC | 23,995 | $439.3 萬 | 0.10% | +290+1.2% | 加碼 |
| Cypress Asset Management Inc | 23,976 | $438.9 萬 | 1.06% | +551+2.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 23,801 | $435.7 萬 | 0.01% | +411+1.8% | 加碼 |
| Two Sigma Investments, LP | 23,600 | $432.0 萬 | 0.01% | −886,580−97.4% | 減碼 |