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 4 季 13F 持有人
Applied Materials Inc 在 2025/12/31 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
- 2,645
- 較 2025 年第 3 季 +335 家
- 持有股數
- 6.61 億
- 較 2025 年第 3 季 +3,123 萬 (+5.0%)
- 總市值
- $1,697 億
- 較 2025 年第 3 季 +$408.8 億 (+31.7%)
- 新進機構
- 438
- 另有 843 家加碼
- 清倉機構
- 103
- 另有 1,051 家減碼
另有 52 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cove Private Wealth, LLC | 7,404 | $190.3 萬 | 0.57% | −96−1.3% | 減碼 |
| Avalon Trust Co | 7,429 | $190.9 萬 | 0.12% | −12−0.2% | 減碼 |
| Ducere Wealth Management LLC | 7,447 | $191.4 萬 | 0.74% | +7,447 | 新進 |
| Orrstown Financial Services Inc | 7,474 | $192.1 萬 | 0.32% | −689−8.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,484 | $192.3 萬 | 0.21% | −5−0.1% | 減碼 |
| Artemis Wealth Advisors, LLC | 7,500 | $192.7 萬 | 0.32% | +7,500 | 新進 |
| 111 Capital | 7,503 | $192.8 萬 | 0.42% | +7,503 | 新進 |
| SPWM Advisors LLC | 7,522 | $193.3 萬 | 1.85% | +7,522 | 新進 |
| Okabena Investment Services Inc | 7,528 | $193.5 萬 | 0.37% | 00.0% | 不變 |
| Hardy Reed LLC | 7,531 | $193.5 萬 | 0.14% | +73+1.0% | 加碼 |
| RiverPark Advisors, LLC | 7,572 | $194.6 萬 | 0.56% | +355+4.9% | 加碼 |
| Americana Partners, LLC | 7,593 | $195.1 萬 | 0.05% | +59+0.8% | 加碼 |
| Tealwood Asset Management Inc | 7,608 | $195.5 萬 | 0.88% | −116−1.5% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 7,612 | $195.6 萬 | 1.92% | −532−6.5% | 減碼 |
| Concentrum Wealth Management | 7,619 | $195.8 萬 | 0.55% | −1,225−13.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,623 | $195.9 萬 | 0.01% | −5−0.1% | 減碼 |
| RNC Capital Management LLC | 7,628 | $196.0 萬 | 0.09% | 00.0% | 不變 |
| First National Trust Co | 7,666 | $197.0 萬 | 0.07% | +6+0.1% | 加碼 |
| Bryn Mawr Trust Co | 7,686 | $197.5 萬 | 0.05% | −40−0.5% | 減碼 |
| Cigna Investments Inc | 7,765 | $199.6 萬 | 0.29% | −150−1.9% | 減碼 |
| Heartland Advisors Inc | 7,780 | $199.9 萬 | 0.11% | −139−1.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,788 | $200.1 萬 | 0.06% | −1,909−19.7% | 減碼 |
| Pallas Capital Advisors LLC | 7,816 | $200.9 萬 | 0.07% | −56−0.7% | 減碼 |
| United Asset Strategies, Inc. | 7,817 | $200.9 萬 | 0.16% | +667+9.3% | 加碼 |
| Virtus Family Office LLC | 7,826 | $201.1 萬 | 1.73% | −131−1.6% | 減碼 |
| True North Advisors, LLC | 7,920 | $203.5 萬 | 0.26% | +99+1.3% | 加碼 |
| Avestar Capital, LLC | 7,947 | $204.2 萬 | 0.14% | +390+5.2% | 加碼 |
| Wynn Capital, LLC | 7,957 | $204.5 萬 | 0.99% | −293−3.6% | 減碼 |
| Dorato Capital Management | 6,788 | $204.9 萬 | 1.54% | +6,788 | 新進 |
| Capital Group Private Client Services, Inc. | 7,995 | $205.5 萬 | 0.03% | +683+9.3% | 加碼 |
| Stock Yards Bank & Trust Co | 8,048 | $206.8 萬 | 0.06% | +350+4.5% | 加碼 |
| Marshall Financial Group LLC | 8,064 | $207.2 萬 | 0.40% | +8,064 | 新進 |
| Krilogy Financial LLC | 6,493 | $207.4 萬 | 0.07% | −286−4.2% | 減碼 |
| EPG Wealth Management LLC | 8,084 | $207.7 萬 | 0.56% | +292+3.7% | 加碼 |
| Boston Family Office LLC | 8,132 | $209.0 萬 | 0.13% | −184−2.2% | 減碼 |
| Diversify Advisory Services, LLC | 6,439 | $210.5 萬 | 0.07% | +1,753+37.4% | 加碼 |
| Stablepoint Partners, LLC | 8,194 | $210.6 萬 | 0.33% | −14−0.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,216 | $211.1 萬 | 0.11% | +241+3.0% | 加碼 |
| Smith, Salley & Associates | 8,222 | $211.3 萬 | 0.10% | +2,483+43.3% | 加碼 |
| Adirondack Trust Co | 8,246 | $211.9 萬 | 0.70% | +8+0.1% | 加碼 |
| Needham Investment Management LLC | 8,250 | $212.0 萬 | 0.13% | −500−5.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 8,268 | $212.5 萬 | 0.08% | −735−8.2% | 減碼 |
| Retirement Guys Formula LLC | 8,293 | $213.1 萬 | 0.97% | −2,159−20.7% | 減碼 |
| Twin Capital Management Inc | 8,340 | $214.3 萬 | 0.27% | −257−3.0% | 減碼 |
| PFG Investments, LLC | 8,357 | $214.8 萬 | 0.10% | −1,759−17.4% | 減碼 |
| Kentucky Trust Co | 8,365 | $215.0 萬 | 1.14% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 8,379 | $215.3 萬 | 0.59% | +8,379 | 新進 |
| Hartline Investment Corp | 8,385 | $215.5 萬 | 0.23% | 00.0% | 不變 |
| Crux Wealth Advisors | 8,386 | $215.5 萬 | 0.80% | −106−1.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,437 | $216.8 萬 | 0.06% | +2,252+36.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 8,440 | $216.9 萬 | 0.15% | −40.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 8,449 | $217.1 萬 | 0.15% | −478−5.4% | 減碼 |
| Grove Bank & Trust | 8,497 | $218.4 萬 | 0.25% | +109+1.3% | 加碼 |
| Riverstone Advisors, LLC | 8,499 | $218.4 萬 | 1.03% | −490−5.5% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 8,500 | $218.4 萬 | 2.75% | −7,984−48.4% | 減碼 |
| Frec Markets, Inc. | 8,533 | $219.3 萬 | 0.64% | +8,533 | 新進 |
| Wedbush Securities Inc | 8,584 | $220.6 萬 | 0.06% | +2,256+35.7% | 加碼 |
| Optimize Financial Inc | 8,584 | $220.6 萬 | 1.11% | +120+1.4% | 加碼 |
| Charter Research & Investment Group, Inc. | 8,625 | $221.7 萬 | 1.48% | −350−3.9% | 減碼 |
| Win Advisors, Inc | 8,627 | $221.7 萬 | 0.94% | +3,212+59.3% | 加碼 |
| Carr Financial Group Corp | 8,638 | $222.0 萬 | 0.59% | −269−3.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,675 | $222.9 萬 | 0.06% | −78−0.9% | 減碼 |
| Salvus Wealth Management, LLC | 8,688 | $223.3 萬 | 1.25% | +161+1.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 8,716 | $224.0 萬 | 0.08% | −10,152−53.8% | 減碼 |
| Foundations Investment Advisors, LLC | 8,727 | $224.3 萬 | 0.03% | +3,913+81.3% | 加碼 |
| Net Worth Advisory Group | 8,728 | $224.3 萬 | 0.45% | +1,630+23.0% | 加碼 |
| Pacific Sage Partners, LLC | 8,861 | $227.7 萬 | 0.36% | −34−0.4% | 減碼 |
| Dara Capital US, Inc. | 8,869 | $227.9 萬 | 2.02% | +8,869 | 新進 |
| Unique Wealth Strategies, LLC | 8,882 | $228.3 萬 | 0.90% | −502−5.3% | 減碼 |
| Avantax Planning Partners, Inc. | 8,899 | $228.7 萬 | 0.06% | −30.0% | 減碼 |
| Strengthening Families & Communities, LLC | 8,923 | $229.3 萬 | 0.82% | +2,476+38.4% | 加碼 |
| Fayez Sarofim & Co | 9,016 | $231.7 萬 | 0.01% | +16+0.2% | 加碼 |
| Byrne Asset Management LLC | 9,100 | $233.9 萬 | 1.30% | −68−0.7% | 減碼 |
| Shepherd Street Advisors LLC | 9,104 | $234.0 萬 | 2.24% | +9,104 | 新進 |
| Successful Portfolios LLC | 7,772 | $234.1 萬 | 1.19% | +1,520+24.3% | 加碼 |
| Burns J W & Co Inc | 9,125 | $234.5 萬 | 0.26% | +7+0.1% | 加碼 |
| Cinctive Capital Management LP | 9,152 | $235.2 萬 | 0.14% | −7,966−46.5% | 減碼 |
| Atlas Brown,Inc. | 9,153 | $235.2 萬 | 0.70% | −50−0.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 9,154 | $235.3 萬 | 0.07% | −4,716−34.0% | 減碼 |
| Trust Asset Management LLC | 9,159 | $235.4 萬 | 0.16% | −355−3.7% | 減碼 |
| Goldenstone Wealth Management LLC | 9,164 | $235.5 萬 | 1.76% | +9,164 | 新進 |
| Portside Wealth Group, LLC | 9,171 | $235.7 萬 | 0.32% | −1,753−16.0% | 減碼 |
| American State Bank (Iowa) | 9,185 | $236.0 萬 | 1.13% | −77−0.8% | 減碼 |
| Old West Investment Management, LLC | 9,200 | $236.4 萬 | 0.42% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 9,214 | $236.8 萬 | 0.32% | −129−1.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,230 | $237.2 萬 | 0.26% | −85−0.9% | 減碼 |
| Twin City Private Wealth, LLC | 9,245 | $237.6 萬 | 1.80% | +138+1.5% | 加碼 |
| Catalyst Capital Advisors LLC | 9,255 | $237.8 萬 | 0.05% | −907−8.9% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 9,162 | $238.2 萬 | 0.06% | −27,439−75.0% | 減碼 |
| DGS Capital Management, LLC | 9,273 | $238.3 萬 | 0.41% | −356−3.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 9,300 | $239.0 萬 | 0.37% | +3,000+47.6% | 加碼 |
| Waters Parkerson & Co., LLC | 9,380 | $241.1 萬 | 0.12% | −500−5.1% | 減碼 |
| Verus Capital Partners, LLC | 9,387 | $241.2 萬 | 0.16% | +319+3.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 9,417 | $242.0 萬 | 0.04% | +1,077+12.9% | 加碼 |
| Donoghue Forlines LLC | 9,423 | $242.2 萬 | 0.75% | +9,423 | 新進 |
| Stoneridge Investment Partners LLC | 9,445 | $242.7 萬 | 1.69% | −471−4.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,451 | $242.9 萬 | 0.29% | +279+3.0% | 加碼 |
| Elefante Mark B | 9,498 | $244.1 萬 | 1.50% | +3,520+58.9% | 加碼 |
| Arjuna Capital | 9,524 | $244.8 萬 | 0.60% | +9+0.1% | 加碼 |
| Independent Financial Group, LLC | 9,589 | $246.4 萬 | 0.05% | +2,580+36.8% | 加碼 |