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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 82,023 | $1,679 萬 | 1.61% | +525+0.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 81,683 | $1,672 萬 | 0.35% | +549+0.7% | 加碼 |
| CWM, LLC | 81,408 | $1,667 萬 | 0.05% | +7,510+10.2% | 加碼 |
| Fisher Funds Management LTD | 81,063 | $1,660 萬 | 0.44% | 00.0% | 不變 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,612 | $1,650 萬 | 1.28% | −93,771−53.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 80,178 | $1,642 萬 | 0.06% | −7,631−8.7% | 減碼 |
| Captrust Financial Advisors | 79,850 | $1,635 萬 | 0.03% | +660+0.8% | 加碼 |
| Oddo BHF Asset Management SAS | 79,583 | $1,629 萬 | 0.62% | +37,314+88.3% | 加碼 |
| FRG Family Wealth Advisors LLC | 79,446 | $1,627 萬 | 2.62% | −915−1.1% | 減碼 |
| Pensionmark Financial Group, LLC | 78,788 | $1,613 萬 | 0.33% | +1,617+2.1% | 加碼 |
| Anchor Capital Advisors LLC | 78,312 | $1,603 萬 | 0.46% | −2,343−2.9% | 減碼 |
| Liontrust Investment Partners LLP | 78,288 | $1,603 萬 | 0.23% | −89,464−53.3% | 減碼 |
| Avanza Fonder AB | 78,057 | $1,598 萬 | 0.41% | +6,060+8.4% | 加碼 |
| WoodTrust Financial Corp | 77,897 | $1,595 萬 | 1.90% | −19,619−20.1% | 減碼 |
| Illinois Municipal Retirement Fund | 76,362 | $1,563 萬 | 0.20% | −23,303−23.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 76,307 | $1,562 萬 | 0.33% | +2,047+2.8% | 加碼 |
| Callahan Advisors, LLC | 75,555 | $1,547 萬 | 1.31% | −1,185−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 74,456 | $1,524 萬 | 0.17% | −2,722−3.5% | 減碼 |
| Walleye Capital LLC | 74,402 | $1,523 萬 | 0.12% | +49,766+202.0% | 加碼 |
| Mediolanum International Funds Ltd | 73,178 | $1,500 萬 | 0.16% | −48,741−40.0% | 減碼 |
| Jacobs & Co | 72,691 | $1,488 萬 | 1.42% | −435−0.6% | 減碼 |
| GAM Holding AG | 72,603 | $1,486 萬 | 0.92% | +8,910+14.0% | 加碼 |
| Matrix Asset Advisors Inc | 72,513 | $1,485 萬 | 1.38% | +21,442+42.0% | 加碼 |
| Gabelli Funds LLC | 71,952 | $1,473 萬 | 0.10% | −270−0.4% | 減碼 |
| Moran Wealth Management, LLC | 70,837 | $1,450 萬 | 0.44% | +5,085+7.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 70,690 | $1,447 萬 | 0.18% | −13,316−15.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 70,407 | $1,441 萬 | 0.57% | +1,300+1.9% | 加碼 |
| Capital Investment Counsel, Inc | 70,065 | $1,435 萬 | 1.75% | −2,689−3.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,433 萬 | 0.28% | 00.0% | 不變 |
| Wellington Management Group LLP | 69,452 | $1,422 萬 | 0.00% | −126,896−64.6% | 減碼 |
| Norinchukin Bank, The | 68,077 | $1,394 萬 | 0.19% | −577−0.8% | 減碼 |
| Quantitative Investment Management, LLC | 68,028 | $1,393 萬 | 1.94% | +68,028 | 新進 |
| D.A. Davidson & Co. | 68,012 | $1,392 萬 | 0.09% | −794−1.2% | 減碼 |
| Vinva Investment Management Ltd | 67,665 | $1,387 萬 | 0.28% | −7,367−9.8% | 減碼 |
| Grimes & Company, Inc. | 66,624 | $1,364 萬 | 0.34% | −6,378−8.7% | 減碼 |
| Hollencrest Capital Management | 66,403 | $1,360 萬 | 0.49% | −572−0.9% | 減碼 |
| Ieq Capital, LLC | 65,732 | $1,346 萬 | 0.04% | −60,002−47.7% | 減碼 |
| Twin Tree Management, LP | 64,778 | $1,326 萬 | 0.62% | −82,275−55.9% | 減碼 |
| Steel Peak Wealth Management LLC | 64,758 | $1,326 萬 | 0.45% | +31,745+96.2% | 加碼 |
| Pinebridge Investments, L.P. | 64,578 | $1,322 萬 | 0.10% | −77,854−54.7% | 減碼 |
| RMB Capital Management, LLC | 63,795 | $1,306 萬 | 0.24% | −1,574−2.4% | 減碼 |
| Gateway Investment Advisers LLC | 63,784 | $1,306 萬 | 0.13% | +4,326+7.3% | 加碼 |
| Vident Advisory, LLC | 63,488 | $1,300 萬 | 0.13% | +9,173+16.9% | 加碼 |
| Holderness Investments Co | 63,429 | $1,299 萬 | 2.65% | −3,068−4.6% | 減碼 |
| Bradley Foster & Sargent Inc | 63,345 | $1,297 萬 | 0.19% | −765−1.2% | 減碼 |
| Fiera Capital Corp | 62,908 | $1,288 萬 | 0.04% | +13,379+27.0% | 加碼 |
| Flputnam Investment Management Co | 62,275 | $1,275 萬 | 0.19% | +12,272+24.5% | 加碼 |
| Cullinan Associates Inc | 61,974 | $1,269 萬 | 0.83% | −1,849−2.9% | 減碼 |
| MAI Capital Management | 61,878 | $1,267 萬 | 0.08% | +18,532+42.8% | 加碼 |
| Jamison Private Wealth Management, Inc. | 61,372 | $1,257 萬 | 1.59% | +430+0.7% | 加碼 |
| Brinker Capital Investments, LLC | 61,335 | $1,256 萬 | 0.10% | +2,353+4.0% | 加碼 |
| Phoenix Holdings Ltd. | 61,004 | $1,249 萬 | 0.15% | +14,691+31.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 60,916 | $1,247 萬 | 0.64% | +1,148+1.9% | 加碼 |
| DJE Kapital AG | 67,795 | $1,241 萬 | 0.30% | 00.0% | 不變 |
| Bogart Wealth, LLC | 60,580 | $1,240 萬 | 0.50% | −7,151−10.6% | 減碼 |
| Freestone Capital Holdings, LLC | 60,471 | $1,238 萬 | 0.38% | −1,488−2.4% | 減碼 |
| Sava Infond d.o.o. | 60,205 | $1,233 萬 | 1.75% | +2,040+3.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 60,190 | $1,232 萬 | 0.03% | +16,267+37.0% | 加碼 |
| Seven Grand Managers, LLC | 60,000 | $1,228 萬 | 1.00% | +60,000 | 新進 |
| Willis Investment Counsel | 59,633 | $1,221 萬 | 0.67% | −51,621−46.4% | 減碼 |
| Univest Financial Corp | 59,499 | $1,218 萬 | 0.68% | −25,973−30.4% | 減碼 |
| QV Investors Inc. | 59,070 | $1,209 萬 | 1.05% | −22,270−27.4% | 減碼 |
| Warren Averett Asset Management, LLC | 58,742 | $1,203 萬 | 0.12% | −604−1.0% | 減碼 |
| Capital International Inc | 57,995 | $1,187 萬 | 0.09% | +9,761+20.2% | 加碼 |
| ProVise Management Group, LLC | 57,903 | $1,186 萬 | 0.87% | +22,628+64.1% | 加碼 |
| Banque Pictet & Cie SA | 57,886 | $1,181 萬 | 0.12% | −200.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 57,538 | $1,178 萬 | 0.14% | +703+1.2% | 加碼 |
| Atria Investments LLC | 57,362 | $1,174 萬 | 0.13% | −3,382−5.6% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 56,830 | $1,164 萬 | 0.18% | +36,100+174.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 56,637 | $1,160 萬 | 0.42% | +4,155+7.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 56,000 | $1,147 萬 | 3.07% | 00.0% | 不變 |
| Four Tree Island Advisory LLC | 55,114 | $1,143 萬 | 7.29% | +709+1.3% | 加碼 |
| Colonial Trust Advisors | 55,771 | $1,142 萬 | 0.88% | +347+0.6% | 加碼 |
| 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 |
| B. Riley Financial, Inc. | 495,000 | $1,136 萬 | 7.70% | +495,000 | 新進 |
| Advisory Services Network, LLC | 55,442 | $1,135 萬 | 0.17% | +754+1.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 54,749 | $1,121 萬 | 0.44% | −38−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 48,437 | $1,121 萬 | 0.65% | +1,063+2.2% | 加碼 |
| Bard Financial Services, Inc. | 53,990 | $1,105 萬 | 1.21% | −225−0.4% | 減碼 |
| Greenwich Wealth Management LLC | 53,810 | $1,102 萬 | 0.55% | +691+1.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 53,207 | $1,089 萬 | 0.46% | −1,566−2.9% | 減碼 |
| Spinecap SAS | 52,899 | $1,083 萬 | 4.77% | 00.0% | 不變 |
| SFMG, LLC | 52,300 | $1,071 萬 | 0.74% | +900+1.8% | 加碼 |
| Mission Wealth Management, LP | 52,192 | $1,069 萬 | 0.22% | −2,212−4.1% | 減碼 |
| Great Lakes Advisors, LLC | 51,769 | $1,060 萬 | 0.09% | +40,178+346.6% | 加碼 |
| Hosking Partners LLP | 51,604 | $1,057 萬 | 0.38% | −935−1.8% | 減碼 |
| Aristotle Atlantic Partners, LLC | 51,262 | $1,050 萬 | 0.30% | +10,408+25.5% | 加碼 |
| William Allan, LLC | 51,166 | $1,048 萬 | 5.87% | −4,062−7.4% | 減碼 |
| Voleon Capital Management LP | 51,162 | $1,047 萬 | 0.26% | +28,648+127.2% | 加碼 |
| Kentucky Retirement Systems | 50,358 | $1,031 萬 | 0.29% | −1,804−3.5% | 減碼 |
| DuPont Capital Management Corp | 50,311 | $1,030 萬 | 1.07% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 50,157 | $1,027 萬 | 0.79% | +27,078+117.3% | 加碼 |
| Generali Asset Management SPA SGR | 50,151 | $1,027 萬 | 0.22% | −16,813−25.1% | 減碼 |
| Alight Capital Management LP | 50,000 | $1,024 萬 | 2.45% | +50,000 | 新進 |
| Morningstar Investment Management LLC | 49,783 | $1,019 萬 | 0.37% | +48,151+2,950.4% | 加碼 |
| Smithbridge Asset Management Inc | 49,719 | $1,018 萬 | 1.48% | −110−0.2% | 減碼 |
| Banque Cantonale Vaudoise | 49,632 | $1,016 萬 | 0.38% | −715−1.4% | 減碼 |
| Prospera Financial Services Inc | 49,254 | $1,009 萬 | 0.17% | +4,313+9.6% | 加碼 |
| Burney Co | 49,108 | $1,005 萬 | 0.32% | −288−0.6% | 減碼 |
| Verition Fund Management LLC | 48,596 | $995.0 萬 | 0.06% | −13,604−21.9% | 減碼 |