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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 23,587 | $483.0 萬 | 0.87% | +1,968+9.1% | 加碼 |
| Cumberland Partners Ltd | 23,515 | $481.4 萬 | 0.31% | −56,446−70.6% | 減碼 |
| BKD Wealth Advisors, LLC | 23,510 | $481.4 萬 | 0.10% | +2,361+11.2% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,350 | $478.1 萬 | 2.53% | −3,300−12.4% | 減碼 |
| SG Americas Securities, LLC | 23,328 | $477.6 萬 | 0.02% | −373,074−94.1% | 減碼 |
| Intact Investment Management Inc. | 23,300 | $477.0 萬 | 0.14% | −4,800−17.1% | 減碼 |
| Plato Investment Management Ltd | 23,430 | $476.0 萬 | 0.32% | −8,166−25.8% | 減碼 |
| Saba Capital Management, L.P. | 22,948 | $469.8 萬 | 0.16% | −39,473−63.2% | 減碼 |
| Summit Trail Advisors, LLC | 22,925 | $469.4 萬 | 0.06% | +5,005+27.9% | 加碼 |
| Peloton Wealth Strategists | 22,865 | $468.1 萬 | 1.84% | −2,100−8.4% | 減碼 |
| Pflug Koory, LLC | 22,804 | $466.9 萬 | 2.21% | +95+0.4% | 加碼 |
| XTX Topco Ltd | 22,792 | $466.6 萬 | 0.24% | +22,792 | 新進 |
| Sycomore Asset Management | 22,252 | $466.4 萬 | 0.78% | +22,252 | 新進 |
| Howard Capital Management Inc. | 22,654 | $463.8 萬 | 0.06% | −20.0% | 減碼 |
| Shayne & Co., LLC | 22,520 | $461.1 萬 | 1.43% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 22,494 | $460.5 萬 | 1.83% | −5,624−20.0% | 減碼 |
| Perennial Advisors, LLC | 22,484 | $460.3 萬 | 0.80% | +421+1.9% | 加碼 |
| Scott & Selber, Inc. | 22,478 | $460.2 萬 | 1.17% | −312−1.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,387 | $458.4 萬 | 0.29% | −56−0.2% | 減碼 |
| Smithfield Trust Co | 22,400 | $458.2 萬 | 0.20% | +766+3.5% | 加碼 |
| Jag Capital Management, LLC | 22,374 | $458.1 萬 | 0.50% | −616−2.7% | 減碼 |
| Shell Asset Management Co | 22,285 | $456.3 萬 | 0.46% | −45,480−67.1% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,258 | $455.7 萬 | 2.74% | −310−1.4% | 減碼 |
| Hudson Bay Capital Management LP | 22,223 | $455.0 萬 | 0.03% | +16,056+260.4% | 加碼 |
| Cullen Capital Management LLC | 22,193 | $454.4 萬 | 0.05% | +2,030+10.1% | 加碼 |
| Arkadios Wealth Advisors | 22,079 | $452.0 萬 | 0.11% | −10,505−32.2% | 減碼 |
| Wahed Invest LLC | 21,950 | $449.4 萬 | 0.61% | −125−0.6% | 減碼 |
| Dark Forest Capital Management LP | 21,766 | $445.6 萬 | 0.17% | +9,167+72.8% | 加碼 |
| Bank Ozk | 21,665 | $443.6 萬 | 1.57% | −629−2.8% | 減碼 |
| MUFG Securities Americas Inc. | 21,640 | $443.1 萬 | 0.29% | +3,634+20.2% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $442.3 萬 | 0.14% | 00.0% | 不變 |
| Parallel Advisors, LLC | 21,559 | $441.4 萬 | 0.08% | +2,640+14.0% | 加碼 |
| Daymark Wealth Partners, LLC | 21,474 | $439.7 萬 | 0.15% | +126+0.6% | 加碼 |
| Exchange Traded Concepts, LLC | 21,414 | $438.4 萬 | 0.04% | +19,032+799.0% | 加碼 |
| Mubadala Investment Co PJSC | 21,404 | $438.2 萬 | 0.02% | +21,404 | 新進 |
| Change Path, LLC | 21,211 | $434.3 萬 | 0.11% | −5,741−21.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 21,200 | $434.0 萬 | 0.04% | −294−1.4% | 減碼 |
| TD Private Client Wealth LLC | 21,196 | $434.0 萬 | 0.10% | +2,830+15.4% | 加碼 |
| Beech Hill Advisors, Inc. | 21,159 | $433.2 萬 | 2.02% | −3,336−13.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $432.2 萬 | 0.29% | −1,030−4.7% | 減碼 |
| Marco Investment Management LLC | 21,103 | $432.1 萬 | 0.33% | 00.0% | 不變 |
| Romano Brothers and Company | 21,057 | $432.1 萬 | 0.49% | +4,335+25.9% | 加碼 |
| Mather Group, LLC. | 21,043 | $430.8 萬 | 0.04% | +15+0.1% | 加碼 |
| Scotia Capital Inc. | 21,033 | $430.6 萬 | 0.02% | −294−1.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 21,031 | $430.6 萬 | 0.36% | +2,811+15.4% | 加碼 |
| SFE Investment Counsel | 21,004 | $430.0 萬 | 0.69% | +200+1.0% | 加碼 |
| Global X Japan Co., Ltd. | 20,964 | $429.2 萬 | 0.37% | +1,539+7.9% | 加碼 |
| Eagle Capital Management, LLC | 20,914 | $428.2 萬 | 1.62% | +5,317+34.1% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 20,830 | $426.5 萬 | 4.58% | −1,027−4.7% | 減碼 |
| Vestcor Inc | 20,743 | $424.7 萬 | 0.13% | −5,595−21.2% | 減碼 |
| Global Retirement Partners, LLC | 20,617 | $422.1 萬 | 0.09% | +1,048+5.4% | 加碼 |
| Dnca Finance | 20,500 | $419.7 萬 | 0.29% | +20,500 | 新進 |
| Davidson Capital Management Inc. | 20,425 | $418.2 萬 | 0.93% | −173−0.8% | 減碼 |
| English Capital Management LLC | 20,420 | $418.1 萬 | 2.73% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 20,386 | $417.4 萬 | 0.03% | −409,297−95.3% | 減碼 |
| MIG Capital, LLC | 20,359 | $416.8 萬 | 0.61% | +5,202+34.3% | 加碼 |
| FineMark National Bank & Trust | 20,052 | $410.5 萬 | 0.13% | −717−3.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,962 | $408.7 萬 | 0.03% | +6,544+48.8% | 加碼 |
| Intech Investment Management LLC | 19,944 | $408.3 萬 | 0.04% | −4,634−18.9% | 減碼 |
| SP Asset Management LLC | 19,899 | $407.4 萬 | 0.32% | −38,842−66.1% | 減碼 |
| WCG Wealth Advisors LLC | 19,828 | $406.0 萬 | 0.25% | −1,358−6.4% | 減碼 |
| AMJ Financial Wealth Management | 19,813 | $405.7 萬 | 0.98% | −30,500−60.6% | 減碼 |
| CAPROCK Group, Inc. | 25,092 | $404.6 萬 | 0.10% | +25,092 | 新進 |
| Institute for Wealth Management, LLC. | 19,686 | $403.0 萬 | 0.42% | −65−0.3% | 減碼 |
| Jennison Associates LLC | 19,672 | $402.8 萬 | 0.00% | −58−0.3% | 減碼 |
| Koshinski Asset Management, Inc. | 19,670 | $402.7 萬 | 0.27% | −265−1.3% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 19,642 | $402.2 萬 | 0.39% | +1,585+8.8% | 加碼 |
| Alpha Cubed Investments, LLC | 19,630 | $401.9 萬 | 0.14% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 19,717 | $398.4 萬 | 0.37% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 19,391 | $397.0 萬 | 1.02% | +2,026+11.7% | 加碼 |
| LGT Fund Management Co Ltd. | 18,074 | $393.5 萬 | 0.32% | +3,859+27.1% | 加碼 |
| BBR Partners, LLC | 19,207 | $393.2 萬 | 0.23% | +73+0.4% | 加碼 |
| Ostrum Asset Management | 19,161 | $392.3 萬 | 0.18% | −5,498−22.3% | 減碼 |
| Hohimer Wealth Management, LLC | 19,153 | $392.1 萬 | 0.55% | +3,681+23.8% | 加碼 |
| Agf Management Ltd | 19,099 | $391.0 萬 | 0.02% | +11,060+137.6% | 加碼 |
| Savant Capital, LLC | 19,068 | $390.4 萬 | 0.02% | −405−2.1% | 減碼 |
| Jefferies Financial Group Inc. | 19,024 | $389.5 萬 | 0.04% | +2,499+15.1% | 加碼 |
| ARS Investment Partners, LLC | 18,920 | $387.4 萬 | 0.26% | −173−0.9% | 減碼 |
| Liberty Wealth Management LLC | 18,919 | $387.3 萬 | 0.55% | −41−0.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 18,868 | $386.3 萬 | 0.13% | +11,997+174.6% | 加碼 |
| Fruth Investment Management | 18,775 | $384.3 萬 | 1.04% | −1,000−5.1% | 減碼 |
| Progressive Investment Management Corp | 18,662 | $382.1 萬 | 0.93% | −159−0.8% | 減碼 |
| Spire Wealth Management | 18,660 | $382.0 萬 | 0.13% | −15,285−45.0% | 減碼 |
| Processus Wealth & Capital Management, LLC | 18,328 | $375.3 萬 | 2.69% | +892+5.1% | 加碼 |
| Tandem Capital Management Corp | 18,122 | $371.0 萬 | 1.73% | −200−1.1% | 減碼 |
| Callan Family Office, LLC | 18,030 | $369.1 萬 | 0.12% | −1,138−5.9% | 減碼 |
| Sterling Capital Management LLC | 17,995 | $368.4 萬 | 0.05% | −3,830−17.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 17,890 | $366.3 萬 | 0.33% | −58−0.3% | 減碼 |
| Droms Strauss Advisors Inc | 17,820 | $364.8 萬 | 1.06% | 00.0% | 不變 |
| Howe & Rusling Inc | 17,810 | $364.6 萬 | 0.25% | +374+2.1% | 加碼 |
| WSFS Capital Management, LLC | 17,805 | $364.5 萬 | 0.18% | −808−4.3% | 減碼 |
| Foster & Motley Inc | 17,781 | $364.1 萬 | 0.20% | +2,598+17.1% | 加碼 |
| Capital International Sarl | 17,733 | $363.1 萬 | 0.06% | −713−3.9% | 減碼 |
| Modern Wealth Management, LLC | 17,652 | $361.4 萬 | 0.07% | +179+1.0% | 加碼 |
| Meeder Advisory Services, Inc. | 17,643 | $361.2 萬 | 0.17% | −308−1.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $360.9 萬 | 0.28% | 00.0% | 不變 |
| Fragasso Group Inc. | 16,571 | $360.5 萬 | 0.22% | −2,178−11.6% | 減碼 |
| Benchmark Investment Advisors LLC | 17,280 | $360.2 萬 | 2.09% | +17,280 | 新進 |
| Commonwealth Retirement Investments LLC | 17,530 | $358.9 萬 | 1.22% | +759+4.5% | 加碼 |
| Glass Wealth Management Co LLC | 17,507 | $358.4 萬 | 1.60% | +3,362+23.8% | 加碼 |