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 |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 17,125 | $313.5 萬 | 2.67% | −375−2.1% | 減碼 |
| Moors & Cabot, Inc. | 17,124 | $313.5 萬 | 0.15% | +34+0.2% | 加碼 |
| St Germain D J Co Inc | 16,918 | $309.7 萬 | 0.13% | 00.0% | 不變 |
| Commonwealth Retirement Investments LLC | 16,771 | $307.0 萬 | 1.17% | +7,589+82.7% | 加碼 |
| Founders Capital Management | 16,767 | $307.0 萬 | 1.84% | −144−0.9% | 減碼 |
| Romano Brothers and Company | 16,722 | $306.1 萬 | 0.38% | −185−1.1% | 減碼 |
| Boomfish Wealth Group, LLC | 16,648 | $304.8 萬 | 1.76% | +392+2.4% | 加碼 |
| Kingsview Wealth Management, LLC | 16,623 | $304.3 萬 | 0.05% | +1,809+12.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 16,579 | $303.5 萬 | 0.05% | −860−4.9% | 減碼 |
| Shoker Investment Counsel, Inc. | 16,550 | $303.0 萬 | 0.95% | +65+0.4% | 加碼 |
| Jefferies Financial Group Inc. | 16,525 | $302.5 萬 | 0.05% | −3,345−16.8% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 16,500 | $302.1 萬 | 0.03% | +16,500 | 新進 |
| Ballentine Partners, LLC | 16,390 | $300.1 萬 | 0.05% | +2,039+14.2% | 加碼 |
| Caxton Associates LLP | 16,375 | $299.8 萬 | 0.08% | +6,185+60.7% | 加碼 |
| Palisade Capital Management LLC | 16,336 | $299.1 萬 | 0.08% | −1,732−9.6% | 減碼 |
| Truvestments Capital LLC | 16,328 | $298.9 萬 | 0.60% | −1,171−6.7% | 減碼 |
| Cary Street Partners Financial LLC | 16,291 | $298.2 萬 | 0.08% | +287+1.8% | 加碼 |
| Bangor Savings Bank | 16,177 | $296.2 萬 | 0.26% | −563−3.4% | 減碼 |
| Annex Advisory Services, LLC | 16,133 | $295.4 萬 | 0.07% | −3,293−17.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 16,113 | $295.0 萬 | 0.47% | +292+1.8% | 加碼 |
| Ofi Invest Asset Management | 18,878 | $294.4 萬 | 0.07% | +4,810+34.2% | 加碼 |
| GAMMA Investing LLC | 16,028 | $293.4 萬 | 0.19% | +3,457+27.5% | 加碼 |
| Atlas Capital Advisors LLC | 16,008 | $293.1 萬 | 0.36% | −589−3.5% | 減碼 |
| Chatham Capital Group, Inc. | 15,935 | $291.7 萬 | 0.44% | +680+4.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 15,890 | $290.9 萬 | 0.22% | +905+6.0% | 加碼 |
| MainStreet Investment Advisors LLC | 15,869 | $290.5 萬 | 0.40% | −559−3.4% | 減碼 |
| La Banque Postale Asset Management SA | 15,748 | $288.3 萬 | 0.04% | −20,423−56.5% | 減碼 |
| Eagle Capital Management, LLC | 15,597 | $285.5 萬 | 1.25% | −99−0.6% | 減碼 |
| Harfst & Associates, Inc. | 15,591 | $285.4 萬 | 0.59% | −1,033−6.2% | 減碼 |
| Hohimer Wealth Management, LLC | 15,472 | $283.2 萬 | 0.50% | +164+1.1% | 加碼 |
| West Oak Capital, LLC | 15,367 | $281.3 萬 | 1.11% | +1,680+12.3% | 加碼 |
| Fortem Financial Group, LLC | 15,365 | $281.3 萬 | 0.91% | +3,461+29.1% | 加碼 |
| Stonebridge Capital Management Inc | 15,305 | $280.2 萬 | 1.10% | +525+3.6% | 加碼 |
| Cardiff Park Advisors, LLC | 15,305 | $280.2 萬 | 0.24% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 15,291 | $280.1 萬 | 0.28% | +6,520+74.3% | 加碼 |
| Foster & Motley Inc | 15,183 | $278.0 萬 | 0.16% | −1,201−7.3% | 減碼 |
| MIG Capital, LLC | 15,157 | $277.5 萬 | 0.29% | +11,514+316.1% | 加碼 |
| FIL Ltd | 15,139 | $277.1 萬 | 0.00% | +10,877+255.2% | 加碼 |
| Sig Brokerage, LP | 15,138 | $277.1 萬 | 0.76% | +15,138 | 新進 |
| Geneos Wealth Management Inc. | 15,118 | $276.8 萬 | 0.07% | +3,587+31.1% | 加碼 |
| Hudson Canyon Capital Management | 15,068 | $275.8 萬 | 1.72% | −316−2.1% | 減碼 |
| Schnieders Capital Management LLC | 15,003 | $274.7 萬 | 0.48% | +3,469+30.1% | 加碼 |
| Guardian Capital LP | 14,960 | $273.9 萬 | 0.10% | +14,960 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 14,876 | $272.3 萬 | 0.51% | +100+0.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 14,761 | $270.2 萬 | 0.16% | +14,761 | 新進 |
| CFM Wealth Partners LLC | 14,716 | $269.4 萬 | 0.43% | −179−1.2% | 減碼 |
| Value Partners Investments Inc. | 14,734 | $269.3 萬 | 0.21% | +800+5.7% | 加碼 |
| JNBA Financial Advisors | 14,589 | $267.1 萬 | 0.26% | 00.0% | 不變 |
| Leibman Financial Services, Inc. | 14,580 | $266.9 萬 | 2.05% | −747−4.9% | 減碼 |
| Live Oak Private Wealth LLC | 14,579 | $266.9 萬 | 0.40% | −30−0.2% | 減碼 |
| Summit Financial, LLC | 14,557 | $266.5 萬 | 0.06% | −974−6.3% | 減碼 |
| Alaethes Wealth LLC | 14,472 | $264.9 萬 | 0.79% | +696+5.1% | 加碼 |
| Intrust Bank NA | 14,331 | $262.4 萬 | 0.23% | −947−6.2% | 減碼 |
| Cascade Investment Advisors, Inc. | 14,232 | $260.5 萬 | 1.67% | +405+2.9% | 加碼 |
| LGT Fund Management Co Ltd. | 14,215 | $260.2 萬 | 0.23% | −827−5.5% | 減碼 |
| Glass Wealth Management Co LLC | 14,145 | $259.0 萬 | 1.38% | +450+3.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 14,115 | $258.4 萬 | 0.28% | −10,398−42.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 14,097 | $258.1 萬 | 0.20% | +7,947+129.2% | 加碼 |
| Kestra Investment Management, LLC | 15,301 | $258.0 萬 | 0.04% | +9,467+162.3% | 加碼 |
| Central Trust Co | 14,059 | $257.4 萬 | 0.06% | −217−1.5% | 減碼 |
| AlTi Global, Inc. | 13,532 | $256.3 萬 | 0.06% | −421−3.0% | 減碼 |
| National Asset Management, Inc. | 13,993 | $256.2 萬 | 0.12% | −1,565−10.1% | 減碼 |
| RD Finance Ltd | 13,950 | $255.4 萬 | 3.34% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 13,931 | $255.0 萬 | 0.14% | +776+5.9% | 加碼 |
| Caisse des Depots Et Consignations | 13,913 | $254.7 萬 | 0.11% | −2,664−16.1% | 減碼 |
| Bridgeway Capital Management, LLC | 13,870 | $253.9 萬 | 0.06% | −300−2.1% | 減碼 |
| LGT Group Foundation | 13,777 | $252.2 萬 | 0.03% | −19,041−58.0% | 減碼 |
| Brighton Jones LLC | 13,749 | $251.7 萬 | 0.07% | −1,157−7.8% | 減碼 |
| Quartz Partners, LLC | 13,701 | $250.8 萬 | 1.15% | +251+1.9% | 加碼 |
| Diligent Investors, LLC | 13,652 | $249.9 萬 | 0.59% | −40.0% | 減碼 |
| CWA Asset Management Group, LLC | 13,575 | $248.5 萬 | 0.10% | −229−1.7% | 減碼 |
| XML Financial, LLC | 13,569 | $248.4 萬 | 0.22% | +758+5.9% | 加碼 |
| Archford Capital Strategies, LLC | 13,555 | $248.1 萬 | 0.32% | −9,069−40.1% | 減碼 |
| AMF Pensionsforsakring AB | 13,532 | $247.7 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 13,475 | $246.7 萬 | 0.06% | +564+4.4% | 加碼 |
| Legal Advantage Investments, Inc. | 13,471 | $246.6 萬 | 1.15% | −700−4.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 13,418 | $245.7 萬 | 0.03% | +986+7.9% | 加碼 |
| Tectonic Advisors LLC | 13,406 | $245.4 萬 | 0.14% | +751+5.9% | 加碼 |
| Zhang Financial LLC | 13,396 | $245.2 萬 | 0.11% | −527−3.8% | 減碼 |
| 180 Wealth Advisors, LLC | 13,386 | $245.1 萬 | 0.34% | −268−2.0% | 減碼 |
| Journey Advisory Group, LLC | 13,371 | $244.8 萬 | 0.19% | 00.0% | 不變 |
| Fulcrum Asset Management LLP | 13,358 | $244.5 萬 | 0.70% | +13,358 | 新進 |
| Caldwell Trust Co | 13,298 | $243.4 萬 | 0.24% | +328+2.5% | 加碼 |
| Evergreen Capital Management LLC | 13,296 | $243.4 萬 | 0.07% | +2,421+22.3% | 加碼 |
| Sowell Financial Services LLC | 13,206 | $241.8 萬 | 0.10% | +2,677+25.4% | 加碼 |
| Audent Global Asset Management, LLC | 13,198 | $241.6 萬 | 1.74% | −36−0.3% | 減碼 |
| SBI Securities Co., Ltd. | 13,194 | $241.5 萬 | 0.07% | −359−2.6% | 減碼 |
| Wedmont Private Capital | 12,268 | $239.7 萬 | 0.10% | +640+5.5% | 加碼 |
| Auto-Owners Insurance Co | 13,000 | $238.0 萬 | 0.05% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 12,990 | $237.8 萬 | 1.79% | +6,260+93.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 12,940 | $236.9 萬 | 0.41% | +9,790+310.8% | 加碼 |
| STF Management LP | 12,896 | $236.1 萬 | 0.93% | +326+2.6% | 加碼 |
| Carmel Capital Partners, LLC | 12,889 | $236.0 萬 | 0.83% | +2,708+26.6% | 加碼 |
| Equitable Holdings, Inc. | 12,882 | $235.8 萬 | 0.02% | +1,666+14.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 12,882 | $235.8 萬 | 0.20% | +1,039+8.8% | 加碼 |
| PFG Investments, LLC | 12,846 | $235.2 萬 | 0.14% | +1,751+15.8% | 加碼 |
| Integrated Advisors Network LLC | 12,816 | $234.6 萬 | 0.11% | +2,431+23.4% | 加碼 |
| Krilogy Financial LLC | 12,785 | $234.1 萬 | 0.13% | −646−4.8% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,769 | $233.8 萬 | 0.94% | +304+2.4% | 加碼 |
| Anchor Investment Management, LLC | 12,684 | $232.2 萬 | 0.20% | −153−1.2% | 減碼 |