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
- 2,361
- 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 917 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 405,365 | $7,939 萬 | 1.33% | +1,515+0.4% | 加碼 |
| Erste Asset Management GmbH | 389,698 | $7,972 萬 | 0.77% | −217,374−35.8% | 減碼 |
| Sound Shore Management Inc | 399,239 | $8,174 萬 | 2.70% | +34,722+9.5% | 加碼 |
| 1832 Asset Management L.P. | 403,862 | $8,269 萬 | 0.14% | −102,882−20.3% | 減碼 |
| Panagora Asset Management Inc | 406,156 | $8,316 萬 | 0.34% | +54,339+15.4% | 加碼 |
| APG Asset Management N.V. | 486,400 | $8,475 萬 | 0.24% | −2,200−0.5% | 減碼 |
| Bristol Gate Capital Partners Inc. | 417,459 | $8,547 萬 | 5.05% | −13,282−3.1% | 減碼 |
| Schroder Investment Management Group | 425,973 | $8,730 萬 | 0.07% | −32,567−7.1% | 減碼 |
| State of Wisconsin Investment Board | 428,911 | $8,782 萬 | 0.20% | −17,421−3.9% | 減碼 |
| SEI Investments Co | 440,174 | $9,012 萬 | 0.10% | +17,480+4.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 446,452 | $9,141 萬 | 0.25% | −19,528−4.2% | 減碼 |
| Danske Bank A/S | 455,260 | $9,321 萬 | 0.23% | −361,290−44.2% | 減碼 |
| HighTower Advisors, LLC | 462,820 | $9,476 萬 | 0.11% | +31,592+7.3% | 加碼 |
| Bridgewater Associates, LP | 463,503 | $9,490 萬 | 0.37% | +463,503 | 新進 |
| Retirement Systems of Alabama | 469,547 | $9,614 萬 | 0.32% | −3,147−0.7% | 減碼 |
| Boston Trust Walden Corp | 472,897 | $9,682 萬 | 0.71% | −112,399−19.2% | 減碼 |
| Susquehanna International Group, LLP | 474,836 | $9,722 萬 | 0.14% | +59,477+14.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 478,457 | $9,796 萬 | 0.88% | −27,758−5.5% | 減碼 |
| Fifth Third Bancorp | 478,801 | $9,803 萬 | 0.31% | −11,646−2.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 478,867 | $9,804 萬 | 0.53% | +25,391+5.6% | 加碼 |
| Argent Capital Management LLC | 492,092 | $1.01 億 | 2.75% | −5,166−1.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 494,775 | $1.01 億 | 0.06% | −5,895−1.2% | 減碼 |
| Guggenheim Capital LLC | 508,676 | $1.04 億 | 0.77% | +9,990+2.0% | 加碼 |
| Prudential Financial Inc | 509,360 | $1.04 億 | 0.12% | −157,783−23.7% | 減碼 |
| Capula Management Ltd | 509,913 | $1.04 億 | 0.78% | +509,502+123,966.4% | 加碼 |
| Andra AP-fonden | 513,033 | $1.05 億 | 1.34% | +139,100+37.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 517,156 | $1.05 億 | 0.27% | −164,824−24.2% | 減碼 |
| Nomura Asset Management Co Ltd | 519,646 | $1.06 億 | 0.28% | −68,070−11.6% | 減碼 |
| Achmea Investment Management B.V. | 522,534 | $1.07 億 | 1.33% | +20,947+4.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 525,155 | $1.08 億 | 0.07% | −7,039−1.3% | 減碼 |
| Treasurer of the State of North Carolina | 526,154 | $1.08 億 | 0.33% | +146,830+38.7% | 加碼 |
| Royal London Asset Management Ltd | 541,707 | $1.11 億 | 0.24% | −334,962−38.2% | 減碼 |
| Rockefeller Capital Management L.P. | 542,722 | $1.11 億 | 0.22% | −15,583−2.8% | 減碼 |
| AQR Capital Management LLC | 545,464 | $1.12 億 | 0.07% | −549,113−50.2% | 減碼 |
| Glenmede Investment Management, LP | 549,199 | $1.12 億 | 0.54% | −12,271−2.2% | 減碼 |
| Point72 Asset Management, L.P. | 550,635 | $1.13 億 | 0.24% | +422,635+330.2% | 加碼 |
| Findlay Park Partners LLP | 554,500 | $1.14 億 | 1.19% | −9,900−1.8% | 減碼 |
| Creative Planning | 562,375 | $1.15 億 | 0.09% | +303,595+117.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 573,966 | $1.18 億 | 2.24% | +2,349+0.4% | 加碼 |
| Vontobel Holding Ltd. | 575,062 | $1.18 億 | 0.37% | −255,836−30.8% | 減碼 |
| Credit Agricole S A | 596,570 | $1.22 億 | 0.40% | +596,570 | 新進 |
| US Bancorp | 618,040 | $1.27 億 | 0.15% | −1,933−0.3% | 減碼 |
| Storebrand Asset Management AS | 624,126 | $1.28 億 | 0.34% | −14,136−2.2% | 減碼 |
| Raiffeisen Bank International AG | 624,120 | $1.28 億 | 1.71% | +35,970+6.1% | 加碼 |
| Korea Investment CORP | 638,607 | $1.31 億 | 0.27% | +32,181+5.3% | 加碼 |
| New York State Teachers Retirement System | 649,270 | $1.33 億 | 0.26% | −14,471−2.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 653,083 | $1.34 億 | 0.29% | −78,628−10.7% | 減碼 |
| Aviva PLC | 660,108 | $1.35 億 | 0.25% | +45,330+7.4% | 加碼 |
| KBC Group NV | 664,392 | $1.36 億 | 0.33% | −187,363−22.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 669,726 | $1.37 億 | 0.22% | −136,400−16.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 716,407 | $1.47 億 | 0.26% | −60,869−7.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 721,808 | $1.48 億 | 0.24% | +67,141+10.3% | 加碼 |
| AXA Investment Managers S.A. | 724,493 | $1.48 億 | 0.40% | +724,493 | 新進 |
| Public Sector Pension Investment Board | 729,612 | $1.49 億 | 0.55% | +562,631+336.9% | 加碼 |
| Standard Life Aberdeen plc | 720,084 | $1.49 億 | 0.24% | −16,284−2.2% | 減碼 |
| Macquarie Group Ltd | 736,159 | $1.51 億 | 0.18% | −128,394−14.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 741,586 | $1.52 億 | 0.59% | +19,840+2.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 768,218 | $1.57 億 | 0.49% | +40,165+5.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $1.67 億 | 0.28% | 00.0% | 不變 |
| CapitalatWork S.A. | 818,501 | $1.68 億 | 4.87% | +11,842+1.5% | 加碼 |
| LPL Financial LLC | 861,815 | $1.76 億 | 0.05% | +78,365+10.0% | 加碼 |
| Stifel Financial Corp | 863,136 | $1.77 億 | 0.16% | −45,344−5.0% | 減碼 |
| Naya Capital Management UK Ltd | 881,453 | $1.80 億 | 15.35% | −1,825,402−67.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 895,200 | $1.83 億 | 0.57% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 923,380 | $1.89 億 | 0.14% | −16,278−1.7% | 減碼 |
| Bank of Montreal | 942,626 | $1.93 億 | 0.08% | +70,511+8.1% | 加碼 |
| Employees Provident Fund Board | 946,781 | $1.94 億 | 1.56% | −250,000−20.9% | 減碼 |
| Natixis Advisors, L.P. | 957,386 | $1.96 億 | 0.29% | +18,279+1.9% | 加碼 |
| Principal Financial Group Inc | 1,022,794 | $2.09 億 | 0.11% | +2,156+0.2% | 加碼 |
| New York State Common Retirement Fund | 1,031,105 | $2.11 億 | 0.27% | −46,377−4.3% | 減碼 |
| Abrams Bison Investments, LLC | 1,072,000 | $2.19 億 | 17.21% | +197,000+22.5% | 加碼 |
| Impax Asset Management Group plc | 1,079,832 | $2.21 億 | 1.29% | −259,525−19.4% | 減碼 |
| Beutel, Goodman & Co Ltd. | 1,088,672 | $2.23 億 | 1.34% | +1,088,672 | 新進 |
| Brown Brothers Harriman & Co | 1,102,783 | $2.26 億 | 1.38% | −20,039−1.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,133,392 | $2.32 億 | 0.21% | +564,613+99.3% | 加碼 |
| ProShare Advisors LLC | 1,145,081 | $2.34 億 | 0.49% | −263,983−18.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,145,914 | $2.35 億 | 0.39% | −3,402−0.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,596 | $2.36 億 | 0.66% | +2820.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,182,017 | $2.42 億 | 0.45% | −568,225−32.5% | 減碼 |
| Maj Invest Holding A/S | 1,184,824 | $2.43 億 | 8.29% | −58,834−4.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,187,261 | $2.43 億 | 0.20% | +215,608+22.2% | 加碼 |
| Squarepoint Ops LLC | 1,191,405 | $2.44 億 | 0.52% | +967,750+432.7% | 加碼 |
| Envestnet Asset Management Inc | 1,223,155 | $2.50 億 | 0.07% | +28,974+2.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,233,506 | $2.53 億 | 1.39% | −67,437−5.2% | 減碼 |
| Ensign Peak Advisors, Inc | 1,237,946 | $2.53 億 | 0.42% | −24,112−1.9% | 減碼 |
| California State Teachers Retirement System | 1,294,028 | $2.65 億 | 0.27% | −7,251−0.6% | 減碼 |
| Raymond James Financial Inc | 1,319,489 | $2.70 億 | 0.09% | +115,226+9.6% | 加碼 |
| Canada Pension Plan Investment Board | 1,350,149 | $2.76 億 | 0.19% | −384,401−22.2% | 減碼 |
| Russell Investments Group, Ltd. | 1,393,938 | $2.85 億 | 0.32% | +119,342+9.4% | 加碼 |
| Rhumbline Advisers | 1,474,149 | $3.02 億 | 0.24% | −35,350−2.3% | 減碼 |
| Great West Life Assurance Co | 1,486,828 | $3.05 億 | 0.44% | +98,978+7.1% | 加碼 |
| TD Asset Management Inc | 1,495,454 | $3.06 億 | 0.25% | −35,503−2.3% | 減碼 |
| Bessemer Group Inc | 1,574,814 | $3.22 億 | 0.49% | −6,484−0.4% | 減碼 |
| Primecap Management Co | 1,584,226 | $3.24 億 | 0.25% | −165,800−9.5% | 減碼 |
| National Bank of Canada | 1,588,727 | $3.25 億 | 0.37% | +295,009+22.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,626,578 | $3.33 億 | 0.48% | +424,039+35.3% | 加碼 |
| California Public Employees Retirement System | 1,636,348 | $3.35 億 | 0.20% | −744,137−31.3% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $3.38 億 | 1.51% | 00.0% | 不變 |
| Holocene Advisors, LP | 1,657,557 | $3.39 億 | 0.78% | +1,657,557 | 新進 |
| LSV Asset Management | 1,666,506 | $3.41 億 | 0.75% | +15,764+1.0% | 加碼 |