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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 59,499 | $1,218 萬 | 0.68% | −25,973−30.4% | 減碼 |
| Willis Investment Counsel | 59,633 | $1,221 萬 | 0.67% | −51,621−46.4% | 減碼 |
| Seven Grand Managers, LLC | 60,000 | $1,228 萬 | 1.00% | +60,000 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 60,190 | $1,232 萬 | 0.03% | +16,267+37.0% | 加碼 |
| Sava Infond d.o.o. | 60,205 | $1,233 萬 | 1.75% | +2,040+3.5% | 加碼 |
| Freestone Capital Holdings, LLC | 60,471 | $1,238 萬 | 0.38% | −1,488−2.4% | 減碼 |
| Bogart Wealth, LLC | 60,580 | $1,240 萬 | 0.50% | −7,151−10.6% | 減碼 |
| DJE Kapital AG | 67,795 | $1,241 萬 | 0.30% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 60,916 | $1,247 萬 | 0.64% | +1,148+1.9% | 加碼 |
| Phoenix Holdings Ltd. | 61,004 | $1,249 萬 | 0.15% | +14,691+31.7% | 加碼 |
| Brinker Capital Investments, LLC | 61,335 | $1,256 萬 | 0.10% | +2,353+4.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 61,372 | $1,257 萬 | 1.59% | +430+0.7% | 加碼 |
| MAI Capital Management | 61,878 | $1,267 萬 | 0.08% | +18,532+42.8% | 加碼 |
| Cullinan Associates Inc | 61,974 | $1,269 萬 | 0.83% | −1,849−2.9% | 減碼 |
| Flputnam Investment Management Co | 62,275 | $1,275 萬 | 0.19% | +12,272+24.5% | 加碼 |
| Fiera Capital Corp | 62,908 | $1,288 萬 | 0.04% | +13,379+27.0% | 加碼 |
| Bradley Foster & Sargent Inc | 63,345 | $1,297 萬 | 0.19% | −765−1.2% | 減碼 |
| Holderness Investments Co | 63,429 | $1,299 萬 | 2.65% | −3,068−4.6% | 減碼 |
| Vident Advisory, LLC | 63,488 | $1,300 萬 | 0.13% | +9,173+16.9% | 加碼 |
| Gateway Investment Advisers LLC | 63,784 | $1,306 萬 | 0.13% | +4,326+7.3% | 加碼 |
| RMB Capital Management, LLC | 63,795 | $1,306 萬 | 0.24% | −1,574−2.4% | 減碼 |
| Pinebridge Investments, L.P. | 64,578 | $1,322 萬 | 0.10% | −77,854−54.7% | 減碼 |
| Steel Peak Wealth Management LLC | 64,758 | $1,326 萬 | 0.45% | +31,745+96.2% | 加碼 |
| Twin Tree Management, LP | 64,778 | $1,326 萬 | 0.62% | −82,275−55.9% | 減碼 |
| Ieq Capital, LLC | 65,732 | $1,346 萬 | 0.04% | −60,002−47.7% | 減碼 |
| Hollencrest Capital Management | 66,403 | $1,360 萬 | 0.49% | −572−0.9% | 減碼 |
| Grimes & Company, Inc. | 66,624 | $1,364 萬 | 0.34% | −6,378−8.7% | 減碼 |
| Vinva Investment Management Ltd | 67,665 | $1,387 萬 | 0.28% | −7,367−9.8% | 減碼 |
| D.A. Davidson & Co. | 68,012 | $1,392 萬 | 0.09% | −794−1.2% | 減碼 |
| Quantitative Investment Management, LLC | 68,028 | $1,393 萬 | 1.94% | +68,028 | 新進 |
| Norinchukin Bank, The | 68,077 | $1,394 萬 | 0.19% | −577−0.8% | 減碼 |
| Wellington Management Group LLP | 69,452 | $1,422 萬 | 0.00% | −126,896−64.6% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,433 萬 | 0.28% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 70,065 | $1,435 萬 | 1.75% | −2,689−3.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 70,407 | $1,441 萬 | 0.57% | +1,300+1.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 70,690 | $1,447 萬 | 0.18% | −13,316−15.9% | 減碼 |
| Moran Wealth Management, LLC | 70,837 | $1,450 萬 | 0.44% | +5,085+7.7% | 加碼 |
| Gabelli Funds LLC | 71,952 | $1,473 萬 | 0.10% | −270−0.4% | 減碼 |
| Matrix Asset Advisors Inc | 72,513 | $1,485 萬 | 1.38% | +21,442+42.0% | 加碼 |
| GAM Holding AG | 72,603 | $1,486 萬 | 0.92% | +8,910+14.0% | 加碼 |
| Jacobs & Co | 72,691 | $1,488 萬 | 1.42% | −435−0.6% | 減碼 |
| Mediolanum International Funds Ltd | 73,178 | $1,500 萬 | 0.16% | −48,741−40.0% | 減碼 |
| Walleye Capital LLC | 74,402 | $1,523 萬 | 0.12% | +49,766+202.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 74,456 | $1,524 萬 | 0.17% | −2,722−3.5% | 減碼 |
| Callahan Advisors, LLC | 75,555 | $1,547 萬 | 1.31% | −1,185−1.5% | 減碼 |
| Signature Estate & Investment Advisors LLC | 76,307 | $1,562 萬 | 0.33% | +2,047+2.8% | 加碼 |
| Illinois Municipal Retirement Fund | 76,362 | $1,563 萬 | 0.20% | −23,303−23.4% | 減碼 |
| WoodTrust Financial Corp | 77,897 | $1,595 萬 | 1.90% | −19,619−20.1% | 減碼 |
| Avanza Fonder AB | 78,057 | $1,598 萬 | 0.41% | +6,060+8.4% | 加碼 |
| Liontrust Investment Partners LLP | 78,288 | $1,603 萬 | 0.23% | −89,464−53.3% | 減碼 |
| Anchor Capital Advisors LLC | 78,312 | $1,603 萬 | 0.46% | −2,343−2.9% | 減碼 |
| Pensionmark Financial Group, LLC | 78,788 | $1,613 萬 | 0.33% | +1,617+2.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 79,446 | $1,627 萬 | 2.62% | −915−1.1% | 減碼 |
| Oddo BHF Asset Management SAS | 79,583 | $1,629 萬 | 0.62% | +37,314+88.3% | 加碼 |
| Captrust Financial Advisors | 79,850 | $1,635 萬 | 0.03% | +660+0.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 80,178 | $1,642 萬 | 0.06% | −7,631−8.7% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,612 | $1,650 萬 | 1.28% | −93,771−53.8% | 減碼 |
| Fisher Funds Management LTD | 81,063 | $1,660 萬 | 0.44% | 00.0% | 不變 |
| CWM, LLC | 81,408 | $1,667 萬 | 0.05% | +7,510+10.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 81,683 | $1,672 萬 | 0.35% | +549+0.7% | 加碼 |
| LVM Capital Management Ltd | 82,023 | $1,679 萬 | 1.61% | +525+0.6% | 加碼 |
| First Citizens Bank & Trust Co | 82,465 | $1,688 萬 | 0.36% | +5,048+6.5% | 加碼 |
| Sirios Capital Management L P | 83,064 | $1,701 萬 | 2.21% | +83,064 | 新進 |
| Bokf, NA | 83,263 | $1,705 萬 | 0.26% | −3,029−3.5% | 減碼 |
| Trillium Asset Management, LLC | 83,717 | $1,714 萬 | 0.45% | −2,641−3.1% | 減碼 |
| Benchstone Capital Management LP | 84,255 | $1,725 萬 | 2.35% | +84,255 | 新進 |
| Blair William & Co | 84,265 | $1,725 萬 | 0.05% | +156+0.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 84,727 | $1,735 萬 | 0.81% | +8,994+11.9% | 加碼 |
| State of Alaska, Department of Revenue | 85,557 | $1,752 萬 | 0.18% | −5,799−6.3% | 減碼 |
| Banco Santander, S.A. | 85,626 | $1,753 萬 | 0.16% | −10,451−10.9% | 減碼 |
| Cornerstone Advisors, LLC | 85,700 | $1,755 萬 | 0.58% | 00.0% | 不變 |
| Brookstone Capital Management | 86,006 | $1,761 萬 | 0.21% | +8,889+11.5% | 加碼 |
| Nearwater Capital Markets, Ltd | 86,500 | $1,771 萬 | 0.24% | −50,000−36.6% | 減碼 |
| Mutual of America Capital Management LLC | 86,977 | $1,781 萬 | 0.19% | −6,181−6.6% | 減碼 |
| J. Goldman & Co LP | 88,520 | $1,812 萬 | 0.69% | +88,520 | 新進 |
| Allspring Global Investments Holdings, LLC | 83,261 | $1,813 萬 | 0.03% | −80,236−49.1% | 減碼 |
| Thrivent Financial for Lutherans | 88,874 | $1,820 萬 | 0.04% | −758,147−89.5% | 減碼 |
| ABN AMRO Bank N.V. | 89,272 | $1,821 萬 | 0.18% | +6,372+7.7% | 加碼 |
| Kestra Advisory Services, LLC | 90,170 | $1,846 萬 | 0.08% | +29,990+49.8% | 加碼 |
| Horizon Investments, LLC | 90,178 | $1,846 萬 | 0.24% | +34,139+60.9% | 加碼 |
| Maple Capital Management, Inc. | 90,930 | $1,862 萬 | 1.22% | +2,489+2.8% | 加碼 |
| Oppenheimer & Co Inc | 91,720 | $1,878 萬 | 0.23% | −432−0.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 91,755 | $1,879 萬 | 0.24% | +21,539+30.7% | 加碼 |
| Carmel Capital Management L.L.C. | 91,833 | $1,880 萬 | 5.72% | +4,748+5.5% | 加碼 |
| California First Leasing Corp | 92,836 | $1,901 萬 | 6.96% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 93,402 | $1,912 萬 | 0.26% | +3,230+3.6% | 加碼 |
| F&V Capital Management, LLC | 93,451 | $1,913 萬 | 4.30% | +29,235+45.5% | 加碼 |
| Empowered Funds, LLC | 93,680 | $1,918 萬 | 0.19% | −21,561−18.7% | 減碼 |
| Vivaldi Capital Management, LLC | 94,358 | $1,932 萬 | 2.73% | −4,016−4.1% | 減碼 |
| Federated Hermes, Inc. | 94,640 | $1,938 萬 | 0.03% | −16,107−14.5% | 減碼 |
| BLI - Banque de Luxembourg Investments | 94,915 | $1,947 萬 | 0.57% | −730−0.8% | 減碼 |
| Yousif Capital Management, LLC | 95,442 | $1,954 萬 | 0.21% | −6,653−6.5% | 減碼 |
| Formuepleje A/S | 95,446 | $1,954 萬 | 1.10% | −35,949−27.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 95,926 | $1,964 萬 | 0.07% | +6,670+7.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 96,712 | $1,980 萬 | 0.33% | +17,288+21.8% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 97,500 | $1,996 萬 | 1.82% | +97,500 | 新進 |
| Pinnacle Associates Ltd | 97,979 | $2,006 萬 | 0.27% | −1,734−1.7% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $2,027 萬 | 2.67% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 99,269 | $2,032 萬 | 0.05% | −3,444−3.4% | 減碼 |
| Louisiana State Employees Retirement System | 100,200 | $2,051 萬 | 0.34% | −1,400−1.4% | 減碼 |