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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 3 季與 2025 年第 2 季比較

持有 Applied Materials Inc 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

AMAT 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2,323402,362+79
股數6.29 億978.3 萬6.32 億+1,294 萬 (+2.1%)
市值$1,150 億$17.9 億$1,293 億+$161.1 億 (+14.2%)

40 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（229 家）

2025 年第 3 季季末持有 Applied Materials Inc、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 229 家。

2025 年第 3 季新進 AMAT 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue3,349,048$6.86 億1.68%
Holocene Advisors, LP1,657,557$3.39 億0.78%
Beutel, Goodman & Co Ltd.1,088,672$2.23 億1.34%
AXA Investment Managers S.A.724,493$1.48 億0.40%
Credit Agricole S A596,570$1.22 億0.40%
Bridgewater Associates, LP463,503$9,490 萬0.37%
Citadel Advisors LLC354,006$7,248 萬0.06%
Analog Century Management LP315,078$6,451 萬3.46%
Arrowstreet Capital, Limited Partnership260,962$5,343 萬0.03%
Junto Capital Management LP251,896$5,157 萬1.08%
MetLife Investment Management209,879$4,297 萬0.21%
Sora Investors LLC205,678$4,211 萬3.89%
Talos Asset Management LP140,600$2,879 萬5.54%
CIBC Bancorp USA Inc.139,885$2,864 萬0.17%
Alta Park Capital, LP136,287$2,790 萬2.81%
Point72 (DIFC) Ltd126,181$2,583 萬1.80%
Brandywine Global Investment Management, LLC110,431$2,261 萬0.16%
FengHe Fund Management Pte. Ltd.97,500$1,996 萬1.82%
J. Goldman & Co LP88,520$1,812 萬0.69%
Benchstone Capital Management LP84,255$1,725 萬2.35%
Sirios Capital Management L P83,064$1,701 萬2.21%
Quantitative Investment Management, LLC68,028$1,393 萬1.94%
Seven Grand Managers, LLC60,000$1,228 萬1.00%
B. Riley Financial, Inc.495,000$1,136 萬7.70%
Alight Capital Management LP50,000$1,024 萬2.45%
CloudAlpha Capital Management Limited/Hong Kong46,186$945.6 萬0.85%
Fairview Capital Investment Management, LLC45,743$936.5 萬0.48%
Freestone Grove Partners LP38,909$796.6 萬0.06%
Group One Trading, L.P.38,512$788.5 萬0.24%
Munich Reinsurance Co Stock Corp in Munich36,601$749.4 萬0.19%
Rakuten Investment Management, Inc.53,417$739.5 萬0.03%
Point72 Italy, S.r.l.34,226$700.7 萬5.82%
Nishkama Capital, LLC29,401$602.0 萬0.54%
Night Squared LP25,515$522.4 萬1.89%
Philadelphia Trust Co25,000$511.9 萬0.36%
Sculptor Capital LP25,000$511.9 萬0.07%
XTX Topco Ltd22,792$466.6 萬0.24%
Sycomore Asset Management22,252$466.4 萬0.78%
Mubadala Investment Co PJSC21,404$438.2 萬0.02%
Dnca Finance20,500$419.7 萬0.29%
CAPROCK Group, Inc.25,092$404.6 萬0.10%
Benchmark Investment Advisors LLC17,280$360.2 萬2.09%
Cinctive Capital Management LP17,118$350.5 萬0.17%
Mitsubishi UFJ Asset Management (UK) Ltd.16,500$337.8 萬1.63%
Galaxy Digital Capital Management GP LLC16,484$337.5 萬3.30%
Hilltop Holdings Inc.14,007$286.8 萬0.15%
Volterra Technologies LP13,754$281.6 萬1.87%
Boothbay Fund Management, LLC13,524$276.9 萬0.07%
Oasis Management Co Ltd.13,450$275.4 萬0.48%
Maytus Capital Management, LLC13,000$266.2 萬0.57%
Farringdon Capital, Ltd.12,651$259.0 萬0.66%
Tema ETFs LLC12,475$255.4 萬0.21%
Hershey Financial Advisers, LLC11,255$230.4 萬1.98%
Schnieders Capital Management, LLC.11,207$229.5 萬0.41%
IPG Investment Advisors LLC10,330$211.5 萬0.38%
SHUTTLEWORTH & Co10,098$206.7 萬1.88%
Capital Markets Trading UK LLP9,428$193.0 萬1.97%
Baker Chad R9,360$191.6 萬0.33%
FORA Capital, LLC9,218$188.7 萬0.33%
Old West Investment Management, LLC9,200$188.4 萬0.43%
Stonegate Management LLC8,400$172.0 萬1.14%
Tanaka Capital Management Inc7,023$143.8 萬2.59%
Wolverine Trading, LLC6,663$136.6 萬0.03%
Impact Partnership Wealth, LLC6,508$133.2 萬0.20%
Strengthening Families & Communities, LLC6,447$132.0 萬0.29%
Inceptionr LLC5,751$117.7 萬0.28%
Rokos Capital Management LLP5,444$111.5 萬0.01%
Win Advisors, Inc5,415$110.9 萬0.54%
Mangrove Partners5,145$105.3 萬0.09%
BAM Wealth Management, LLC4,953$101.4 萬0.79%
Klein Pavlis & Peasley Financial, Inc.4,830$98.9 萬0.61%
Mach-1 Financial Group, Inc.4,407$90.2 萬0.14%
Integrity Advisory Solutions, LLC4,407$90.2 萬0.14%
ONE Advisory Partners, LLC4,033$88.5 萬0.27%
SIH Partners, LLLP4,048$82.9 萬0.07%
FNY Investment Advisers, LLC4,026$82.4 萬0.27%
Dumont & Blake Investment Advisors LLC3,630$74.3 萬0.18%
Sonoma Allocations LLC3,119$70.9 萬0.26%
Legacy Advisors, LLC3,437$70.4 萬0.09%
Ritter Daniher Financial Advisory LLC3,431$70.2 萬0.12%
Ausdal Financial Partners, Inc.2,923$59.8 萬0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,922$59.8 萬0.02%
Trust Point Inc.2,840$58.1 萬0.05%
MJP Associates Inc2,824$57.8 萬0.08%
J. Stern & Co. LLP2,800$57.3 萬0.04%
Triad Wealth Partners, LLC2,787$57.1 萬0.07%
Windsor Advisory Group, LLC2,763$56.6 萬0.50%
Alps Advisors Inc2,720$55.7 萬0.00%
Crewe Advisors LLC2,630$53.8 萬0.05%
Catalyst Funds Management Pty Ltd2,600$53.2 萬0.08%
Requisite Capital Management, LLC2,545$52.1 萬0.09%
Leuthold Group, LLC2,411$49.4 萬0.05%
Grant Private Wealth Management Inc2,323$47.6 萬0.29%
Arista Wealth Management, LLC2,309$47.3 萬0.06%
Gemmer Asset Management LLC2,258$46.2 萬0.04%
Avanda Investment Management Pte. Ltd.2,200$45.0 萬0.35%
Sentry Investment Management LLC2,023$44.0 萬0.29%
Kerr Financial Planning Corp1,860$43.0 萬0.61%
Financial Network Wealth Management LLC1,800$42.3 萬0.13%
Veridan Wealth LLC2,058$42.1 萬0.15%

清倉機構（150 家）

2025 年第 2 季季末持有 Applied Materials Inc、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 150 家。

2025 年第 3 季清倉 AMAT 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Harding Loevner LP712,217$1.30 億
Westfield Capital Management Co LP694,431$1.27 億
AXA S.A.681,221$1.25 億
Jupiter Asset Management Ltd652,234$1.19 億
ING Groep NV492,773$9,021 萬
Qube Research & Technologies Ltd458,432$8,393 萬
Noked Israel Ltd230,159$4,214 萬
Cooper Creek Partners Management LLC136,723$2,503 萬
Tredje AP-fonden135,000$2,471 萬
Meridiem Capital Partners LP133,028$2,435 萬
Distillate Capital Partners LLC118,159$2,163 萬
Worldquant Millennium Advisors LLC92,343$1,691 萬
HRT Financial LP68,791$1,259 萬
Generate Investment Management Ltd62,357$1,142 萬
Sone Capital Management, LLC53,697$983.0 萬
TCG Advisory Services, LLC48,392$885.9 萬
Alkeon Capital Management LLC45,000$823.8 萬
Parallax Volatility Advisers, L.P.37,567$687.7 萬
Prentiss Smith & Co Inc34,057$623.5 萬
UBS Oconnor LLC30,000$549.2 萬
Magnetar Financial LLC25,846$473.2 萬
Y-Intercept (Hong Kong) Ltd24,989$457.5 萬
University of Texas/Texas Am Investment Managment Co22,623$414.2 萬
Nuance Investments, LLC22,420$410.4 萬
Sciencast Management LP21,062$385.6 萬
Maxi Investments CY Ltd19,400$355.2 萬
Strategic Global Advisors, LLC18,437$337.5 萬
Sphera Funds Management Ltd.18,000$329.5 萬
Sig Brokerage, LP15,138$277.1 萬
RD Finance Ltd13,950$255.4 萬
Quartz Partners, LLC13,701$250.8 萬
AMF Pensionsforsakring AB13,532$247.7 萬
TCW Group Inc12,329$225.7 萬
Ilex Capital Partners (UK) LLP11,190$204.9 萬
Headlands Technologies LLC9,985$182.8 萬
CastleKnight Management LP9,000$164.8 萬
Eqis Capital Management, Inc.8,890$162.8 萬
44 Wealth Management LLC8,888$162.7 萬
Two Sigma Advisers, LP8,500$155.6 萬
ARGA Investment Management, LP8,321$152.3 萬
Buckingham Strategic Partners8,131$148.9 萬
ICONIQ Capital, LLC7,961$145.7 萬
Fortis Group Advisors, LLC7,545$135.9 萬
Rede Wealth, LLC7,390$135.3 萬
VCI Wealth Management LLC7,092$129.8 萬
My Personal CFO, LLC7,028$128.7 萬
Edgestream Partners, L.P.5,963$109.2 萬
SWS Partners5,829$106.7 萬
Dohj, LLC7,400$106.3 萬
Wealthedge Investment Advisors, LLC5,623$102.9 萬
Aristides Capital LLC5,494$100.6 萬
L.M. Kohn & Company4,592$84.1 萬
Visionary Horizons, LLC4,300$78.7 萬
Optiver Holding B.V.4,111$75.3 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund4,100$75.1 萬
Rogco, LP3,909$71.6 萬
Oak Thistle LLC3,876$71.0 萬
Mizuho Markets Cayman LP3,740$68.5 萬
Nippon Life Global Investors Americas, Inc.3,560$65.2 萬
Generali Investments CEE, investicni spolecnost, a.s.3,481$63.7 萬
PenderFund Capital Management Ltd.3,200$58.6 萬
Gerber, LLC3,153$57.7 萬
Stevens Capital Management LP3,123$57.2 萬
Fieldview Capital Management, LLC2,813$51.5 萬
Wolverine Asset Management LLC2,774$50.8 萬
Lighthouse Investment Partners, LLC2,728$49.9 萬
Congress Asset Management Co2,723$49.9 萬
EntryPoint Capital, LLC2,612$47.8 萬
Axq Capital, LP2,494$45.7 萬
CMT Capital Markets Trading GmbH2,398$43.9 萬
BIT Capital GmbH2,282$41.8 萬
ASB Consultores, LLC2,199$40.3 萬
MQS Management LLC2,049$37.5 萬
F/M Investments LLC2,040$37.3 萬
ISAM Funds (UK) Ltd2,014$36.9 萬
Empire Financial Management Company, LLC2,001$36.6 萬
Forefront Wealth Partners, LLC2,237$36.4 萬
Virtus ETF Advisers LLC1,866$34.2 萬
Teza Capital Management LLC1,738$31.8 萬
Financial Advocates Investment Management1,690$30.9 萬
Fi3 FINANCIAL ADVISORS, LLC1,684$30.8 萬
Corton Capital Inc.1,636$30.0 萬
Principal Street Partners, LLC1,596$29.2 萬
Sargent Investment Group, LLC1,631$29.1 萬
MBB Public Markets I LLC1,565$28.7 萬
Wulff, Hansen & Co.1,500$27.5 萬
Parker Investment Management, LLC1,500$27.5 萬
AA Financial Advisors, LLC1,484$27.2 萬
Cottonwood Capital Advisors, LLC1,460$26.7 萬
Pines Wealth Management, LLC1,342$25.6 萬
TradeLink Capital LLC1,400$25.6 萬
Diametric Capital, LP1,378$25.2 萬
Jackson Thornton Asset Management, LLC1,273$24.8 萬
Challenger Wealth Management1,354$24.8 萬
Laffer Tengler Investments1,350$24.7 萬
Leo Wealth, LLC1,336$24.5 萬
Milestone Resources Group Ltd1,334$24.4 萬
Perbak Capital Partners LLP1,285$23.5 萬
Fort Point Capital Partners LLC1,263$23.1 萬
Retireful, LLC1,256$23.0 萬

尚未申報 2025 年第 3 季的機構（40 家）

2025 年第 2 季季末持有 Applied Materials Inc、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 AMAT、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank8,761,686$16.0 億
Grassi Investment Management273,851$5,013 萬
CIBC World Markets Corp159,389$2,918 萬
Congress Wealth Management LLC90,939$1,664 萬
Savoie Capital LLC77,295$1,415 萬
EP Wealth Advisors, LLC62,557$1,145 萬
Avantax Advisory Services, Inc.47,454$868.7 萬
Martin Currie Ltd46,708$855.1 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH36,157$661.9 萬
E Fund Management Co., Ltd.33,884$620.3 萬
J. W. Coons Advisors, LLC31,158$570.4 萬
Atria Wealth Solutions, Inc.25,615$472.2 萬
Talon Private Wealth, LLC17,989$329.3 萬
Atlas Capital Advisors LLC16,008$293.1 萬
Stonebridge Capital Management Inc15,305$280.2 萬
Schnieders Capital Management LLC15,003$274.7 萬
Scott Marsh Financial, LLC9,540$174.7 萬
Exchange Capital Management, Inc.8,295$151.9 萬
Graypoint LLC8,020$146.8 萬
North Dallas Bank & Trust Co7,334$134.3 萬
Copperwynd Financial, LLC5,205$95.3 萬
Tyler-Stone Wealth Management4,765$87.2 萬
SRN Advisors, LLC4,515$82.7 萬
Belmont Capital, LLC4,000$73.2 萬
Hickory Asset Management, Inc.3,631$66.5 萬
Wellington Capital Management, Inc.1,900$58.1 萬
Semmax Financial Advisors Inc.3,007$55.6 萬
First Horizon Advisors, Inc.2,182$40.0 萬
Wealth Group, Ltd.2,159$39.5 萬
Union Savings Bank2,057$37.0 萬
Good Life Advisors, LLC1,989$36.4 萬
Sebold Capital Management, Inc.1,558$28.5 萬
Centricity Wealth Management, LLC290$5.31 萬
Financial Gravity Companies, Inc.167$3.06 萬
Oliver Lagore Vanvalin Investment Group105$1.52 萬
Iron Horse Wealth Management, LLC60$1.10 萬
Parkworth Wealth Management, Inc.22$4,028
Christopher J. Hasenberg, Inc20$3,661
Legacy Investment Solutions, LLC18$3,296
Greenberg Financial Group1,440–