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 13F 持有人
Applied Materials Inc 在 2025/9/30 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
- 2,362
- 較 2025 年第 2 季 +79 家
- 持有股數
- 6.32 億
- 較 2025 年第 2 季 +1,294 萬 (+2.1%)
- 總市值
- $1,293 億
- 較 2025 年第 2 季 +$161.1 億 (+14.2%)
- 新進機構
- 229
- 另有 857 家加碼
- 清倉機構
- 150
- 另有 918 家減碼
另有 40 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stephens Inc | 38,293 | $788.1 萬 | 0.10% | −2,827−6.9% | 減碼 |
| Group One Trading, L.P. | 38,512 | $788.5 萬 | 0.24% | +38,512 | 新進 |
| Himension Fund | 38,513 | $788.5 萬 | 0.48% | −9,176−19.2% | 減碼 |
| Arvest Bank Trust Division | 38,567 | $789.6 萬 | 0.44% | −8,985−18.9% | 減碼 |
| Providence Capital Advisors, LLC | 38,600 | $790.3 萬 | 1.37% | +3,600+10.3% | 加碼 |
| Ossiam | 38,656 | $791.4 萬 | 0.10% | −284,657−88.0% | 減碼 |
| Securian Asset Management, Inc | 38,756 | $793.5 萬 | 0.21% | −3,667−8.6% | 減碼 |
| First Foundation Advisors | 38,871 | $795.8 萬 | 0.29% | −40,665−51.1% | 減碼 |
| Freestone Grove Partners LP | 38,909 | $796.6 萬 | 0.06% | +38,909 | 新進 |
| Beacon Investment Advisors LLC | 39,294 | $804.5 萬 | 3.29% | +1,615+4.3% | 加碼 |
| HGK Asset Management Inc | 39,312 | $804.9 萬 | 1.30% | +3,495+9.8% | 加碼 |
| Private Advisor Group, LLC | 39,461 | $807.9 萬 | 0.04% | +1,244+3.3% | 加碼 |
| KMG Fiduciary Partners, LLC | 39,482 | $808.4 萬 | 0.54% | +572+1.5% | 加碼 |
| Bleakley Financial Group, LLC | 39,565 | $810.1 萬 | 0.19% | −222−0.6% | 減碼 |
| Professional Advisory Services Inc | 39,574 | $810.2 萬 | 1.05% | −1,309−3.2% | 減碼 |
| Maryland State Retirement & Pension System | 39,990 | $818.8 萬 | 0.17% | +522+1.3% | 加碼 |
| Tenzing Global Management, LLC | 40,000 | $819.0 萬 | 5.75% | +5,000+14.3% | 加碼 |
| Signet Financial Management, LLC | 40,196 | $823.0 萬 | 0.96% | −205−0.5% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 40,417 | $827.5 萬 | 4.96% | −650−1.6% | 減碼 |
| Level Four Advisory Services, LLC | 40,677 | $832.8 萬 | 0.29% | −7,410−15.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 40,934 | $838.1 萬 | 0.28% | −678−1.6% | 減碼 |
| Glassy Mountain Advisors, Inc. | 40,951 | $838.4 萬 | 2.52% | −631−1.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 298,372 | $844.7 萬 | 0.39% | +239,261+404.8% | 加碼 |
| General American Investors Co Inc | 41,652 | $852.8 萬 | 0.53% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 41,774 | $855.3 萬 | 0.13% | −3,391−7.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 41,899 | $857.8 萬 | 0.77% | +4,848+13.1% | 加碼 |
| American National Bank | 42,177 | $863.5 萬 | 0.85% | +1,545+3.8% | 加碼 |
| Principal Securities, Inc. | 42,346 | $867.0 萬 | 0.14% | −2,360−5.3% | 減碼 |
| Modera Wealth Management, LLC | 42,504 | $870.2 萬 | 0.10% | +1,054+2.5% | 加碼 |
| Commerce Bank | 42,754 | $875.3 萬 | 0.05% | +238+0.6% | 加碼 |
| Compass Wealth Management LLC | 42,796 | $876.2 萬 | 1.96% | −585−1.3% | 減碼 |
| Longbow Finance SA | 43,367 | $887.9 萬 | 0.88% | −31,044−41.7% | 減碼 |
| Tiaa Trust, National Association | 43,422 | $889.0 萬 | 0.02% | −919−2.1% | 減碼 |
| Investment Management Corp of Ontario | 43,431 | $889.2 萬 | 0.13% | −27,182−38.5% | 減碼 |
| Clearstead Advisors, LLC | 43,841 | $897.6 萬 | 0.13% | +206+0.5% | 加碼 |
| FourThought Financial Partners, LLC | 44,105 | $903.0 萬 | 0.79% | +8,416+23.6% | 加碼 |
| Blume Capital Management, Inc. | 44,192 | $904.8 萬 | 1.74% | +130+0.3% | 加碼 |
| Synovus Financial Corp | 44,476 | $910.7 萬 | 0.10% | −3,559−7.4% | 減碼 |
| William Blair Investment Management, LLC | 44,500 | $911.1 萬 | 0.02% | −1,438−3.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 44,550 | $912.1 萬 | 0.17% | +4,462+11.1% | 加碼 |
| Montag A & Associates Inc | 44,956 | $920.4 萬 | 0.42% | −1,244−2.7% | 減碼 |
| Benjamin Edwards Inc | 45,026 | $921.9 萬 | 0.10% | +6,338+16.4% | 加碼 |
| Pacifica Partners Inc. | 42,446 | $924.0 萬 | 3.31% | −345−0.8% | 減碼 |
| Davenport & Co LLC | 45,455 | $930.9 萬 | 0.05% | −3,137−6.5% | 減碼 |
| Caxton Associates LLP | 45,579 | $933.2 萬 | 0.26% | +29,204+178.3% | 加碼 |
| KCM Investment Advisors LLC | 45,717 | $936.0 萬 | 0.30% | −39−0.1% | 減碼 |
| Criteria Caixa, S.A.U. | 45,729 | $936.3 萬 | 1.10% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 45,743 | $936.5 萬 | 0.48% | +45,743 | 新進 |
| Sequoia Financial Advisors, LLC | 45,771 | $937.1 萬 | 0.06% | +351+0.8% | 加碼 |
| Mizuho Securities USA LLC | 58,449 | $939.6 萬 | 0.19% | +2,296+4.1% | 加碼 |
| Omers Administration Corp | 46,126 | $944.4 萬 | 0.07% | 00.0% | 不變 |
| Evergreen Private Wealth LLC | 46,132 | $944.5 萬 | 3.83% | −337−0.7% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 46,186 | $945.6 萬 | 0.85% | +46,186 | 新進 |
| Baader Bank INC | 46,481 | $948.9 萬 | 0.79% | +6,559+16.4% | 加碼 |
| Ironvine Capital Partners, LLC | 46,844 | $959.1 萬 | 0.95% | −180−0.4% | 減碼 |
| Hartford Investment Management Co | 47,000 | $962.3 萬 | 0.29% | −1,994−4.1% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 47,234 | $967.1 萬 | 1.02% | +3,177+7.2% | 加碼 |
| Sawgrass Asset Management LLC | 47,372 | $969.9 萬 | 1.20% | −41,611−46.8% | 減碼 |
| Capital Investment Advisors, LLC | 47,758 | $977.8 萬 | 0.16% | +4,182+9.6% | 加碼 |
| Taylor Hoffman Capital Management LLC | 47,786 | $978.4 萬 | 3.08% | +345+0.7% | 加碼 |
| Ascent Wealth Partners, LLC | 48,470 | $992.4 萬 | 1.15% | +6,733+16.1% | 加碼 |
| Verition Fund Management LLC | 48,596 | $995.0 萬 | 0.06% | −13,604−21.9% | 減碼 |
| Burney Co | 49,108 | $1,005 萬 | 0.32% | −288−0.6% | 減碼 |
| Prospera Financial Services Inc | 49,254 | $1,009 萬 | 0.17% | +4,313+9.6% | 加碼 |
| Banque Cantonale Vaudoise | 49,632 | $1,016 萬 | 0.38% | −715−1.4% | 減碼 |
| Smithbridge Asset Management Inc | 49,719 | $1,018 萬 | 1.48% | −110−0.2% | 減碼 |
| Morningstar Investment Management LLC | 49,783 | $1,019 萬 | 0.37% | +48,151+2,950.4% | 加碼 |
| Alight Capital Management LP | 50,000 | $1,024 萬 | 2.45% | +50,000 | 新進 |
| Generali Asset Management SPA SGR | 50,151 | $1,027 萬 | 0.22% | −16,813−25.1% | 減碼 |
| Hemenway Trust Co LLC | 50,157 | $1,027 萬 | 0.79% | +27,078+117.3% | 加碼 |
| DuPont Capital Management Corp | 50,311 | $1,030 萬 | 1.07% | 00.0% | 不變 |
| Kentucky Retirement Systems | 50,358 | $1,031 萬 | 0.29% | −1,804−3.5% | 減碼 |
| Voleon Capital Management LP | 51,162 | $1,047 萬 | 0.26% | +28,648+127.2% | 加碼 |
| William Allan, LLC | 51,166 | $1,048 萬 | 5.87% | −4,062−7.4% | 減碼 |
| Aristotle Atlantic Partners, LLC | 51,262 | $1,050 萬 | 0.30% | +10,408+25.5% | 加碼 |
| Hosking Partners LLP | 51,604 | $1,057 萬 | 0.38% | −935−1.8% | 減碼 |
| Great Lakes Advisors, LLC | 51,769 | $1,060 萬 | 0.09% | +40,178+346.6% | 加碼 |
| Mission Wealth Management, LP | 52,192 | $1,069 萬 | 0.22% | −2,212−4.1% | 減碼 |
| SFMG, LLC | 52,300 | $1,071 萬 | 0.74% | +900+1.8% | 加碼 |
| Spinecap SAS | 52,899 | $1,083 萬 | 4.77% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 53,207 | $1,089 萬 | 0.46% | −1,566−2.9% | 減碼 |
| Greenwich Wealth Management LLC | 53,810 | $1,102 萬 | 0.55% | +691+1.3% | 加碼 |
| Bard Financial Services, Inc. | 53,990 | $1,105 萬 | 1.21% | −225−0.4% | 減碼 |
| Verdence Capital Advisors LLC | 48,437 | $1,121 萬 | 0.65% | +1,063+2.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 54,749 | $1,121 萬 | 0.44% | −38−0.1% | 減碼 |
| Advisory Services Network, LLC | 55,442 | $1,135 萬 | 0.17% | +754+1.4% | 加碼 |
| B. Riley Financial, Inc. | 495,000 | $1,136 萬 | 7.70% | +495,000 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 55,464 | $1,136 萬 | 0.18% | −28,049−33.6% | 減碼 |
| Colonial Trust Advisors | 55,771 | $1,142 萬 | 0.88% | +347+0.6% | 加碼 |
| Four Tree Island Advisory LLC | 55,114 | $1,143 萬 | 7.29% | +709+1.3% | 加碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $1,147 萬 | 3.07% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 56,637 | $1,160 萬 | 0.42% | +4,155+7.9% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 56,830 | $1,164 萬 | 0.18% | +36,100+174.1% | 加碼 |
| Atria Investments LLC | 57,362 | $1,174 萬 | 0.13% | −3,382−5.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 57,538 | $1,178 萬 | 0.14% | +703+1.2% | 加碼 |
| Banque Pictet & Cie SA | 57,886 | $1,181 萬 | 0.12% | −200.0% | 減碼 |
| ProVise Management Group, LLC | 57,903 | $1,186 萬 | 0.87% | +22,628+64.1% | 加碼 |
| Capital International Inc | 57,995 | $1,187 萬 | 0.09% | +9,761+20.2% | 加碼 |
| Warren Averett Asset Management, LLC | 58,742 | $1,203 萬 | 0.12% | −604−1.0% | 減碼 |
| QV Investors Inc. | 59,070 | $1,209 萬 | 1.05% | −22,270−27.4% | 減碼 |