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 |
|---|---|---|---|---|---|
| Conscious Wealth Investments, LLC | 22,676 | $427.3 萬 | 2.73% | +24+0.1% | 加碼 |
| Westerkirk Capital Inc. | 23,300 | $426.6 萬 | 0.53% | +23,300 | 新進 |
| Jacobi Capital Management LLC | 23,133 | $423.5 萬 | 0.28% | +2,040+9.7% | 加碼 |
| Hemenway Trust Co LLC | 23,079 | $422.5 萬 | 0.33% | +23,079 | 新進 |
| Jag Capital Management, LLC | 22,990 | $420.9 萬 | 0.47% | −11,521−33.4% | 減碼 |
| Everence Capital Management Inc | 22,816 | $417.7 萬 | 0.27% | −320−1.4% | 減碼 |
| Scott & Selber, Inc. | 22,790 | $417.2 萬 | 1.16% | +344+1.5% | 加碼 |
| Pflug Koory, LLC | 22,709 | $415.7 萬 | 2.11% | −63−0.3% | 減碼 |
| Howard Capital Management Inc. | 22,656 | $414.8 萬 | 0.06% | −1,121−4.7% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 22,623 | $414.2 萬 | 0.65% | −2,977−11.6% | 減碼 |
| Miracle Mile Advisors, LLC | 22,604 | $413.8 萬 | 0.07% | +9,575+73.5% | 加碼 |
| Eliot Finkel Investment Counsel, LLC | 22,568 | $413.2 萬 | 2.66% | −100.0% | 減碼 |
| Shayne & Co., LLC | 22,520 | $412.3 萬 | 1.36% | 00.0% | 不變 |
| Voleon Capital Management LP | 22,514 | $412.2 萬 | 0.23% | +5,951+35.9% | 加碼 |
| Boston Private Wealth LLC | 22,511 | $412.1 萬 | 0.22% | −7,994−26.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,443 | $410.9 萬 | 0.28% | +11,753+109.9% | 加碼 |
| Nuance Investments, LLC | 22,420 | $410.4 萬 | 0.32% | −79,391−78.0% | 減碼 |
| LOM Asset Management Ltd | 22,341 | $409.0 萬 | 1.38% | +22,341 | 新進 |
| Bank Ozk | 22,294 | $408.1 萬 | 1.56% | −631−2.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 22,138 | $405.3 萬 | 0.28% | −1,535−6.5% | 減碼 |
| Wahed Invest LLC | 22,075 | $404.1 萬 | 0.62% | +834+3.9% | 加碼 |
| Perennial Advisors, LLC | 22,063 | $403.9 萬 | 0.75% | +177+0.8% | 加碼 |
| Johnson Investment Counsel Inc | 21,955 | $401.9 萬 | 0.04% | +178+0.8% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 21,857 | $400.1 萬 | 4.79% | −968−4.2% | 減碼 |
| Sterling Capital Management LLC | 21,825 | $399.6 萬 | 0.06% | −16,318−42.8% | 減碼 |
| Cape Cod Five Cents Savings Bank | 19,717 | $398.4 萬 | 0.37% | 00.0% | 不變 |
| M&G Plc | 21,689 | $396.9 萬 | 0.02% | −266−1.2% | 減碼 |
| Green Alpha Advisors, LLC | 21,661 | $396.5 萬 | 3.79% | −287−1.3% | 減碼 |
| Smithfield Trust Co | 21,634 | $396.2 萬 | 0.19% | 00.0% | 不變 |
| Saranac Partners Ltd | 21,619 | $395.8 萬 | 2.10% | +34+0.2% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $395.4 萬 | 0.13% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 20,904 | $393.9 萬 | 0.69% | +5,655+37.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 21,494 | $393.5 萬 | 0.04% | +6,458+43.0% | 加碼 |
| Daymark Wealth Partners, LLC | 21,348 | $390.8 萬 | 0.15% | +109+0.5% | 加碼 |
| Scotia Capital Inc. | 21,327 | $390.4 萬 | 0.02% | +2,267+11.9% | 加碼 |
| WCG Wealth Advisors LLC | 21,186 | $387.8 萬 | 0.25% | +9,651+83.7% | 加碼 |
| BKD Wealth Advisors, LLC | 21,149 | $387.2 萬 | 0.08% | +1,819+9.4% | 加碼 |
| Marco Investment Management LLC | 21,103 | $386.3 萬 | 0.32% | 00.0% | 不變 |
| Sciencast Management LP | 21,062 | $385.6 萬 | 0.80% | −3,921−15.7% | 減碼 |
| Mather Group, LLC. | 21,028 | $385.0 萬 | 0.04% | +1,615+8.3% | 加碼 |
| SFE Investment Counsel | 20,804 | $380.9 萬 | 0.67% | +3,719+21.8% | 加碼 |
| FineMark National Bank & Trust | 20,769 | $380.2 萬 | 0.13% | −498−2.3% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 20,730 | $379.5 萬 | 0.06% | +4,130+24.9% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 20,632 | $377.7 萬 | 0.86% | +20,632 | 新進 |
| Davidson Capital Management Inc. | 20,598 | $377.1 萬 | 0.91% | +1,953+10.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 20,464 | $374.6 萬 | 0.29% | +295+1.5% | 加碼 |
| English Capital Management LLC | 20,420 | $373.8 萬 | 2.47% | +20,420 | 新進 |
| Cullen Capital Management LLC | 20,163 | $369.1 萬 | 0.04% | +528+2.7% | 加碼 |
| S-Bank Fund Management Ltd | 20,000 | $366.1 萬 | 0.54% | +20,000 | 新進 |
| Koshinski Asset Management, Inc. | 19,935 | $365.0 萬 | 0.28% | −1,089−5.2% | 減碼 |
| Groupama Asset Managment | 19,878 | $364.2 萬 | 0.06% | +1,656+9.1% | 加碼 |
| Fruth Investment Management | 19,775 | $362.0 萬 | 0.98% | −50−0.3% | 減碼 |
| Institute for Wealth Management, LLC. | 19,751 | $361.6 萬 | 0.40% | −50.0% | 減碼 |
| Jennison Associates LLC | 19,730 | $361.2 萬 | 0.00% | +4,686+31.1% | 加碼 |
| Alpha Cubed Investments, LLC | 19,630 | $359.4 萬 | 0.14% | +62+0.3% | 加碼 |
| Global Retirement Partners, LLC | 19,569 | $358.3 萬 | 0.09% | +19,569 | 新進 |
| Savant Capital, LLC | 19,473 | $356.5 萬 | 0.03% | +670+3.6% | 加碼 |
| Global X Japan Co., Ltd. | 19,425 | $355.6 萬 | 0.36% | −48,046−71.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,420 | $355.5 萬 | 0.08% | −2,499−11.4% | 減碼 |
| Maxi Investments CY Ltd | 19,400 | $355.2 萬 | 0.59% | +12,700+189.6% | 加碼 |
| Limestone Investment Advisors LP | 19,400 | $355.2 萬 | 1.54% | +19,400 | 新進 |
| BDF-Gestion | 19,363 | $354.5 萬 | 0.40% | −2,110−9.8% | 減碼 |
| Callan Family Office, LLC | 19,168 | $350.9 萬 | 0.11% | +11,877+162.9% | 加碼 |
| BBR Partners, LLC | 19,134 | $350.3 萬 | 0.22% | −90.0% | 減碼 |
| ARS Investment Partners, LLC | 19,093 | $349.5 萬 | 0.25% | −150−0.8% | 減碼 |
| Liberty Wealth Management LLC | 18,960 | $347.1 萬 | 0.54% | +106+0.6% | 加碼 |
| Parallel Advisors, LLC | 18,919 | $346.4 萬 | 0.07% | +1,484+8.5% | 加碼 |
| Progressive Investment Management Corp | 18,821 | $344.6 萬 | 0.88% | −193−1.0% | 減碼 |
| Fragasso Group Inc. | 18,749 | $343.2 萬 | 0.23% | −1,262−6.3% | 減碼 |
| WSFS Capital Management, LLC | 18,613 | $340.7 萬 | 0.19% | +1,090+6.2% | 加碼 |
| Klingman & Associates, LLC | 18,610 | $340.7 萬 | 0.19% | +167+0.9% | 加碼 |
| TownSquare Capital, LLC | 18,488 | $338.5 萬 | 0.33% | −67,541−78.5% | 減碼 |
| Capital International Sarl | 18,446 | $337.7 萬 | 0.06% | −53,308−74.3% | 減碼 |
| Strategic Global Advisors, LLC | 18,437 | $337.5 萬 | 0.55% | +1,078+6.2% | 加碼 |
| TD Private Client Wealth LLC | 18,366 | $336.2 萬 | 0.08% | −1,713−8.5% | 減碼 |
| Tandem Capital Management Corp | 18,322 | $335.4 萬 | 1.70% | −36−0.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 18,220 | $333.6 萬 | 0.31% | −1,847−9.2% | 減碼 |
| Lifeworks Advisors, LLC | 18,189 | $333.0 萬 | 0.50% | +4,244+30.4% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 18,057 | $330.6 萬 | 0.35% | +18,057 | 新進 |
| MUFG Securities Americas Inc. | 18,006 | $329.6 萬 | 0.28% | +3,620+25.2% | 加碼 |
| Sphera Funds Management Ltd. | 18,000 | $329.5 萬 | 0.86% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 17,989 | $329.3 萬 | 0.45% | −1,466−7.5% | 減碼 |
| Meeder Advisory Services, Inc. | 17,951 | $328.6 萬 | 0.17% | +798+4.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 17,948 | $328.6 萬 | 0.32% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 17,920 | $328.1 萬 | 0.06% | +17,920 | 新進 |
| Droms Strauss Advisors Inc | 17,820 | $326.2 萬 | 1.00% | −47−0.3% | 減碼 |
| LaFleur & Godfrey LLC | 17,793 | $325.7 萬 | 0.41% | −2,140−10.7% | 減碼 |
| Wright Investors Service Inc | 17,630 | $322.8 萬 | 0.97% | −8,522−32.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $322.7 萬 | 0.28% | −25−0.1% | 減碼 |
| Signaturefd, LLC | 17,538 | $321.1 萬 | 0.05% | +609+3.6% | 加碼 |
| Cape Ann Savings Bank | 17,520 | $320.7 萬 | 1.92% | −165−0.9% | 減碼 |
| Modern Wealth Management, LLC | 17,473 | $319.9 萬 | 0.08% | +416+2.4% | 加碼 |
| Howe & Rusling Inc | 17,436 | $319.2 萬 | 0.24% | −193−1.1% | 減碼 |
| Processus Wealth & Capital Management, LLC | 17,436 | $319.2 萬 | 2.52% | +27+0.2% | 加碼 |
| Bryn Mawr Trust Co | 17,420 | $318.9 萬 | 0.06% | −1,262−6.8% | 減碼 |
| Bill Few Associates, Inc. | 17,365 | $317.9 萬 | 0.90% | +7,122+69.5% | 加碼 |
| NVWM, LLC | 17,235 | $315.5 萬 | 0.76% | +645+3.9% | 加碼 |
| Prudential PLC | 17,171 | $314.3 萬 | 0.02% | −63,525−78.7% | 減碼 |
| JT Stratford LLC | 17,150 | $314.0 萬 | 0.48% | +7,067+70.1% | 加碼 |
| Massmutual Trust Co FSB | 17,142 | $313.8 萬 | 0.08% | +233+1.4% | 加碼 |