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、3 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,695,146 | $3.47 億 | 0.25% | +52,703+3.2% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,697,664 | $3.48 億 | 1.76% | +2,000+0.1% | 加碼 |
| Wells Fargo & Company | 1,769,763 | $3.62 億 | 0.07% | −149,819−7.8% | 減碼 |
| First Manhattan Co | 2,029,335 | $4.15 億 | 1.10% | −779,120−27.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,032,438 | $4.16 億 | 0.24% | −812,322−28.6% | 減碼 |
| Assenagon Asset Management S.A. | 2,112,238 | $4.32 億 | 0.64% | +87,973+4.3% | 加碼 |
| Rafferty Asset Management, LLC | 2,223,600 | $4.55 億 | 1.48% | −278,436−11.1% | 減碼 |
| Allianz Asset Management GmbH | 2,250,738 | $4.61 億 | 0.57% | −700,479−23.7% | 減碼 |
| National Pension Service | 2,257,690 | $4.62 億 | 0.36% | +56,147+2.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,283,579 | $4.68 億 | 0.36% | −653,417−22.2% | 減碼 |
| Swiss National Bank | 2,313,300 | $4.74 億 | 0.27% | −146,100−5.9% | 減碼 |
| HSBC Holdings PLC | 2,331,113 | $4.77 億 | 0.28% | −163,642−6.6% | 減碼 |
| Flossbach Von Storch AG | 2,408,464 | $4.93 億 | 1.94% | −53,256−2.2% | 減碼 |
| Pacer Advisors, Inc. | 2,439,598 | $4.99 億 | 1.28% | +2,304,369+1,704.0% | 加碼 |
| Citigroup Inc | 2,472,884 | $5.06 億 | 0.35% | −850,893−25.6% | 減碼 |
| Nordea Investment Management AB | 2,467,216 | $5.15 億 | 0.45% | +137,250+5.9% | 加碼 |
| Royal Bank of Canada | 2,658,570 | $5.44 億 | 0.10% | −645,044−19.5% | 減碼 |
| Victory Capital Management Inc | 2,683,635 | $5.49 億 | 0.34% | −497,839−15.6% | 減碼 |
| Pictet Asset Management Holding SA | 2,765,815 | $5.66 億 | 0.55% | −154,818−5.3% | 減碼 |
| FIL Ltd | 2,834,031 | $5.80 億 | 0.46% | +2,818,892+18,620.1% | 加碼 |
| Lazard Asset Management LLC | 2,883,765 | $5.90 億 | 0.80% | −833,589−22.4% | 減碼 |
| Cantillon Capital Management LLC | 2,951,260 | $6.04 億 | 3.33% | −32,480−1.1% | 減碼 |
| American Century Companies Inc | 3,020,823 | $6.18 億 | 0.31% | −1,265,056−29.5% | 減碼 |
| First Trust Advisors LP | 3,101,772 | $6.35 億 | 0.47% | +145,050+4.9% | 加碼 |
| Boston Partners | 3,208,759 | $6.59 億 | 0.68% | −327,748−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,288,473 | $6.73 億 | 0.14% | +465,824+16.5% | 加碼 |
| Coatue Management LLC大師Coatue | 3,349,048 | $6.86 億 | 1.68% | +3,349,048 | 新進 |
| Swedbank AB | 3,361,543 | $6.88 億 | 0.70% | −407,008−10.8% | 減碼 |
| Franklin Resources Inc | 3,377,917 | $6.90 億 | 0.17% | −199,881−5.6% | 減碼 |
| Capital World Investors | 3,719,504 | $7.62 億 | 0.10% | −198,767−5.1% | 減碼 |
| Capital International Investors | 3,733,919 | $7.64 億 | 0.12% | −3,480−0.1% | 減碼 |
| Parnassus Investments | 3,761,185 | $7.70 億 | 1.78% | +422,231+12.6% | 加碼 |
| UBS Group AG | 4,018,232 | $8.23 億 | 0.16% | −748,303−15.7% | 減碼 |
| Barclays PLC | 4,060,052 | $8.31 億 | 0.31% | +55,560+1.4% | 加碼 |
| Price T Rowe Associates Inc | 4,543,770 | $9.30 億 | 0.10% | −3,932,086−46.4% | 減碼 |
| EdgePoint Investment Group Inc. | 4,817,887 | $9.86 億 | 7.37% | −173,580−3.5% | 減碼 |
| Charles Schwab Investment Management Inc | 4,860,741 | $9.95 億 | 0.16% | −12,421−0.3% | 減碼 |
| FMR LLC | 5,015,682 | $10.3 億 | 0.05% | −47,914−0.9% | 減碼 |
| Davis Selected Advisers | 5,553,992 | $11.4 億 | 5.94% | +596,399+12.0% | 加碼 |
| JPMorgan Chase & Co | 5,982,262 | $12.2 億 | 0.08% | +756,432+14.5% | 加碼 |
| Goldman Sachs Group Inc | 6,320,210 | $12.9 億 | 0.19% | −1,287,023−16.9% | 減碼 |
| Legal & General Group Plc | 6,537,367 | $13.4 億 | 0.30% | +48,575+0.7% | 加碼 |
| Deutsche Bank AG | 6,540,039 | $13.4 億 | 0.45% | −141,772−2.1% | 減碼 |
| Nuveen, LLC | 7,001,432 | $14.3 億 | 0.38% | −611,192−8.0% | 減碼 |
| Bank of America Corp | 7,191,115 | $14.7 億 | 0.11% | +127,733+1.8% | 加碼 |
| Amundi | 7,007,690 | $15.7 億 | 0.50% | −864,270−11.0% | 減碼 |
| Invesco Ltd. | 7,985,720 | $16.3 億 | 0.26% | +348,672+4.6% | 加碼 |
| Bank of New York Mellon Corp | 8,264,566 | $16.9 億 | 0.30% | +312,875+3.9% | 加碼 |
| UBS Asset Management Americas Inc | 9,129,483 | $18.7 億 | 0.41% | +7,856,576+617.2% | 加碼 |
| Northern Trust Corp | 9,415,183 | $19.3 億 | 0.25% | −135,130−1.4% | 減碼 |
| Van Eck Associates Corp | 10,552,132 | $21.6 億 | 2.01% | +1,681,911+19.0% | 加碼 |
| Sanders Capital, LLC | 10,978,990 | $22.5 億 | 2.77% | +3,280,730+42.6% | 加碼 |
| Morgan Stanley | 11,097,823 | $22.7 億 | 0.14% | +318,679+3.0% | 加碼 |
| Ameriprise Financial Inc | 12,520,114 | $25.6 億 | 0.59% | +3,583,751+40.1% | 加碼 |
| Alliancebernstein L.P. | 12,774,281 | $26.2 億 | 0.82% | −789,839−5.8% | 減碼 |
| Capital Research Global Investors | 14,877,672 | $30.5 億 | 0.57% | +10,305,182+225.4% | 加碼 |
| Geode Capital Management, LLC | 20,937,804 | $42.7 億 | 0.27% | −88,559−0.4% | 減碼 |
| State Street Corp | 38,172,102 | $78.2 億 | 0.27% | −748,882−1.9% | 減碼 |
| BlackRock, Inc. | 74,384,347 | $152.3 億 | 0.27% | −875,586−1.2% | 減碼 |
| Vanguard Group Inc | 76,449,143 | $156.5 億 | 0.23% | −838,883−1.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 48,050 | – | – | −189−0.4% | 減碼 |
| Harding Loevner LP | 0 | $0 | 0.00% | −712,217−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −694,431−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −681,221−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −652,234−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −492,773−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −458,432−100.0% | 清倉 |
| Noked Israel Ltd | 0 | $0 | 0.00% | −230,159−100.0% | 清倉 |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −136,723−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −135,000−100.0% | 清倉 |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −133,028−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −118,159−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −92,343−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −68,791−100.0% | 清倉 |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −62,357−100.0% | 清倉 |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −53,697−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −48,392−100.0% | 清倉 |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −37,567−100.0% | 清倉 |
| Prentiss Smith & Co Inc | 0 | $0 | 0.00% | −34,057−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,846−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,989−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −22,623−100.0% | 清倉 |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −22,420−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,062−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −19,400−100.0% | 清倉 |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −18,437−100.0% | 清倉 |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −15,138−100.0% | 清倉 |
| RD Finance Ltd | 0 | $0 | 0.00% | −13,950−100.0% | 清倉 |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −13,701−100.0% | 清倉 |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −13,532−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −12,329−100.0% | 清倉 |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −11,190−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,985−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −8,890−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −8,888−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |