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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 48,470 | $992.4 萬 | 1.15% | +6,733+16.1% | 加碼 |
| Taylor Hoffman Capital Management LLC | 47,786 | $978.4 萬 | 3.08% | +345+0.7% | 加碼 |
| Capital Investment Advisors, LLC | 47,758 | $977.8 萬 | 0.16% | +4,182+9.6% | 加碼 |
| Sawgrass Asset Management LLC | 47,372 | $969.9 萬 | 1.20% | −41,611−46.8% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 47,234 | $967.1 萬 | 1.02% | +3,177+7.2% | 加碼 |
| Hartford Investment Management Co | 47,000 | $962.3 萬 | 0.29% | −1,994−4.1% | 減碼 |
| Ironvine Capital Partners, LLC | 46,844 | $959.1 萬 | 0.95% | −180−0.4% | 減碼 |
| Baader Bank INC | 46,481 | $948.9 萬 | 0.79% | +6,559+16.4% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 46,186 | $945.6 萬 | 0.85% | +46,186 | 新進 |
| Evergreen Private Wealth LLC | 46,132 | $944.5 萬 | 3.83% | −337−0.7% | 減碼 |
| Omers Administration Corp | 46,126 | $944.4 萬 | 0.07% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 58,449 | $939.6 萬 | 0.19% | +2,296+4.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 45,771 | $937.1 萬 | 0.06% | +351+0.8% | 加碼 |
| Fairview Capital Investment Management, LLC | 45,743 | $936.5 萬 | 0.48% | +45,743 | 新進 |
| Criteria Caixa, S.A.U. | 45,729 | $936.3 萬 | 1.10% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 45,717 | $936.0 萬 | 0.30% | −39−0.1% | 減碼 |
| Caxton Associates LLP | 45,579 | $933.2 萬 | 0.26% | +29,204+178.3% | 加碼 |
| Davenport & Co LLC | 45,455 | $930.9 萬 | 0.05% | −3,137−6.5% | 減碼 |
| Pacifica Partners Inc. | 42,446 | $924.0 萬 | 3.31% | −345−0.8% | 減碼 |
| Benjamin Edwards Inc | 45,026 | $921.9 萬 | 0.10% | +6,338+16.4% | 加碼 |
| Montag A & Associates Inc | 44,956 | $920.4 萬 | 0.42% | −1,244−2.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 44,550 | $912.1 萬 | 0.17% | +4,462+11.1% | 加碼 |
| William Blair Investment Management, LLC | 44,500 | $911.1 萬 | 0.02% | −1,438−3.1% | 減碼 |
| Synovus Financial Corp | 44,476 | $910.7 萬 | 0.10% | −3,559−7.4% | 減碼 |
| Blume Capital Management, Inc. | 44,192 | $904.8 萬 | 1.74% | +130+0.3% | 加碼 |
| FourThought Financial Partners, LLC | 44,105 | $903.0 萬 | 0.79% | +8,416+23.6% | 加碼 |
| Clearstead Advisors, LLC | 43,841 | $897.6 萬 | 0.13% | +206+0.5% | 加碼 |
| Investment Management Corp of Ontario | 43,431 | $889.2 萬 | 0.13% | −27,182−38.5% | 減碼 |
| Tiaa Trust, National Association | 43,422 | $889.0 萬 | 0.02% | −919−2.1% | 減碼 |
| Longbow Finance SA | 43,367 | $887.9 萬 | 0.88% | −31,044−41.7% | 減碼 |
| Compass Wealth Management LLC | 42,796 | $876.2 萬 | 1.96% | −585−1.3% | 減碼 |
| Commerce Bank | 42,754 | $875.3 萬 | 0.05% | +238+0.6% | 加碼 |
| Modera Wealth Management, LLC | 42,504 | $870.2 萬 | 0.10% | +1,054+2.5% | 加碼 |
| Principal Securities, Inc. | 42,346 | $867.0 萬 | 0.14% | −2,360−5.3% | 減碼 |
| American National Bank | 42,177 | $863.5 萬 | 0.85% | +1,545+3.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 41,899 | $857.8 萬 | 0.77% | +4,848+13.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 41,774 | $855.3 萬 | 0.13% | −3,391−7.5% | 減碼 |
| General American Investors Co Inc | 41,652 | $852.8 萬 | 0.53% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 298,372 | $844.7 萬 | 0.39% | +239,261+404.8% | 加碼 |
| Glassy Mountain Advisors, Inc. | 40,951 | $838.4 萬 | 2.52% | −631−1.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 40,934 | $838.1 萬 | 0.28% | −678−1.6% | 減碼 |
| Level Four Advisory Services, LLC | 40,677 | $832.8 萬 | 0.29% | −7,410−15.4% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 40,417 | $827.5 萬 | 4.96% | −650−1.6% | 減碼 |
| Signet Financial Management, LLC | 40,196 | $823.0 萬 | 0.96% | −205−0.5% | 減碼 |
| Tenzing Global Management, LLC | 40,000 | $819.0 萬 | 5.75% | +5,000+14.3% | 加碼 |
| Maryland State Retirement & Pension System | 39,990 | $818.8 萬 | 0.17% | +522+1.3% | 加碼 |
| Professional Advisory Services Inc | 39,574 | $810.2 萬 | 1.05% | −1,309−3.2% | 減碼 |
| Bleakley Financial Group, LLC | 39,565 | $810.1 萬 | 0.19% | −222−0.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 39,482 | $808.4 萬 | 0.54% | +572+1.5% | 加碼 |
| Private Advisor Group, LLC | 39,461 | $807.9 萬 | 0.04% | +1,244+3.3% | 加碼 |
| HGK Asset Management Inc | 39,312 | $804.9 萬 | 1.30% | +3,495+9.8% | 加碼 |
| Beacon Investment Advisors LLC | 39,294 | $804.5 萬 | 3.29% | +1,615+4.3% | 加碼 |
| Freestone Grove Partners LP | 38,909 | $796.6 萬 | 0.06% | +38,909 | 新進 |
| First Foundation Advisors | 38,871 | $795.8 萬 | 0.29% | −40,665−51.1% | 減碼 |
| Securian Asset Management, Inc | 38,756 | $793.5 萬 | 0.21% | −3,667−8.6% | 減碼 |
| Ossiam | 38,656 | $791.4 萬 | 0.10% | −284,657−88.0% | 減碼 |
| Providence Capital Advisors, LLC | 38,600 | $790.3 萬 | 1.37% | +3,600+10.3% | 加碼 |
| Arvest Bank Trust Division | 38,567 | $789.6 萬 | 0.44% | −8,985−18.9% | 減碼 |
| Himension Fund | 38,513 | $788.5 萬 | 0.48% | −9,176−19.2% | 減碼 |
| Group One Trading, L.P. | 38,512 | $788.5 萬 | 0.24% | +38,512 | 新進 |
| Stephens Inc | 38,293 | $788.1 萬 | 0.10% | −2,827−6.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 38,249 | $783.1 萬 | 0.95% | +259+0.7% | 加碼 |
| First Community Trust NA | 38,224 | $782.6 萬 | 6.06% | −1,400−3.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 37,644 | $770.7 萬 | 0.52% | +1,133+3.1% | 加碼 |
| We Are One Seven, LLC | 37,608 | $770.0 萬 | 0.18% | +8,915+31.1% | 加碼 |
| First American Bank | 37,412 | $766.0 萬 | 0.48% | +350+0.9% | 加碼 |
| IFG Advisory, LLC | 37,083 | $759.2 萬 | 0.35% | +927+2.6% | 加碼 |
| New Mexico Educational Retirement Board | 36,686 | $751.1 萬 | 0.23% | −1,800−4.7% | 減碼 |
| Naples Global Advisors, LLC | 36,668 | $750.7 萬 | 0.58% | −190−0.5% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 36,601 | $749.4 萬 | 0.19% | +36,601 | 新進 |
| Metis Global Partners, LLC | 36,550 | $748.3 萬 | 0.18% | −1,936−5.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,457 | $746.4 萬 | 0.19% | −33,555−47.9% | 減碼 |
| Citizens Financial Group Inc | 36,337 | $744.0 萬 | 0.10% | −54,293−59.9% | 減碼 |
| Rakuten Investment Management, Inc. | 53,417 | $739.5 萬 | 0.03% | +53,417 | 新進 |
| Argent Trust Co | 36,020 | $737.5 萬 | 0.26% | +2,499+7.5% | 加碼 |
| PKO Investment Management Joint-Stock Co | 36,000 | $737.1 萬 | 0.63% | +1,000+2.9% | 加碼 |
| Citizens National Bank Trust Department | 35,795 | $732.9 萬 | 1.31% | +529+1.5% | 加碼 |
| Diversified Trust Co | 35,753 | $732.0 萬 | 0.15% | −3,278−8.4% | 減碼 |
| Unison Asset Management LLC | 35,629 | $729.5 萬 | 3.41% | 00.0% | 不變 |
| Ancora Advisors, LLC | 35,408 | $724.9 萬 | 0.15% | +728+2.1% | 加碼 |
| Palmer Knight Co | 35,374 | $724.2 萬 | 3.43% | −15,490−30.5% | 減碼 |
| TD Waterhouse Canada Inc. | 33,177 | $722.6 萬 | 0.05% | −3,466−9.5% | 減碼 |
| Aptus Capital Advisors, LLC | 35,226 | $721.2 萬 | 0.07% | −118,507−77.1% | 減碼 |
| Hall Laurie J Trustee | 35,088 | $718.4 萬 | 2.35% | −130−0.4% | 減碼 |
| Hartford Financial Management Inc. | 35,055 | $717.7 萬 | 1.90% | +888+2.6% | 加碼 |
| Petredis Investment Advisors LLC | 35,013 | $716.9 萬 | 0.58% | −423−1.2% | 減碼 |
| Winton Group Ltd | 34,992 | $716.4 萬 | 0.27% | +10,590+43.4% | 加碼 |
| Carret Asset Management, LLC | 34,916 | $714.9 萬 | 0.70% | −50−0.1% | 減碼 |
| GHP Investment Advisors, Inc. | 34,854 | $713.6 萬 | 0.30% | +5,750+19.8% | 加碼 |
| CX Institutional | 34,829 | $713.1 萬 | 0.22% | −3,479−9.1% | 減碼 |
| Plimoth Trust Co LLC | 34,664 | $709.7 萬 | 1.61% | −672−1.9% | 減碼 |
| Integrated Wealth Concepts LLC | 34,570 | $707.8 萬 | 0.06% | −5,336−13.4% | 減碼 |
| Point72 Italy, S.r.l. | 34,226 | $700.7 萬 | 5.82% | +34,226 | 新進 |
| Ameritas Investment Partners, Inc. | 34,015 | $696.4 萬 | 0.21% | −73−0.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 33,906 | $694.2 萬 | 0.16% | −600−1.7% | 減碼 |
| Merit Financial Group, LLC | 33,891 | $693.9 萬 | 0.06% | −1,229−3.5% | 減碼 |
| Siemens Fonds Invest GmbH | 33,836 | $692.8 萬 | 0.38% | −867−2.5% | 減碼 |
| Rench Wealth Management, Inc. | 33,563 | $687.2 萬 | 2.02% | +213+0.6% | 加碼 |
| Lifeworks Advisors, LLC | 33,479 | $685.4 萬 | 0.92% | +15,290+84.1% | 加碼 |
| Northwest Bancshares, Inc. | 33,451 | $684.9 萬 | 1.14% | +766+2.3% | 加碼 |