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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 12,038 | $309.4 萬 | 0.11% | −317−2.6% | 減碼 |
| Norden Group LLC | 12,108 | $311.2 萬 | 0.30% | +314+2.7% | 加碼 |
| Horizon Investment Services, LLC | 12,112 | $311.3 萬 | 1.12% | −20.0% | 減碼 |
| SBI Securities Co., Ltd. | 12,251 | $314.8 萬 | 0.08% | −382−3.0% | 減碼 |
| National Asset Management, Inc. | 12,390 | $318.4 萬 | 0.15% | −1,191−8.8% | 減碼 |
| Sigma Planning Corp | 12,466 | $320.4 萬 | 0.09% | +2,968+31.2% | 加碼 |
| IKE Capital, LLC | 12,564 | $322.9 萬 | 2.81% | +12,564 | 新進 |
| Snowden Capital Advisors LLC | 12,709 | $326.6 萬 | 0.08% | +783+6.6% | 加碼 |
| Greenup Street Wealth Management LLC | 12,743 | $327.5 萬 | 0.47% | +12,743 | 新進 |
| Fulcrum Asset Management LLP | 12,622 | $328.1 萬 | 0.91% | −374−2.9% | 減碼 |
| Ritholtz Wealth Management | 12,770 | $328.2 萬 | 0.06% | +2,994+30.6% | 加碼 |
| CWA Asset Management Group, LLC | 12,781 | $328.5 萬 | 0.12% | −823−6.0% | 減碼 |
| Spire Wealth Management | 12,805 | $329.1 萬 | 0.11% | −5,855−31.4% | 減碼 |
| Capstone Triton Financial Group, LLC | 12,806 | $329.1 萬 | 2.18% | +246+2.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,842 | $330.0 萬 | 0.04% | +89+0.7% | 加碼 |
| Concord Asset Management, LLC | 12,867 | $330.7 萬 | 0.57% | −206−1.6% | 減碼 |
| Leonteq Securities AG | 12,908 | $331.7 萬 | 0.18% | −2,782−17.7% | 減碼 |
| Peak Asset Management, LLC | 12,912 | $331.8 萬 | 0.56% | −96−0.7% | 減碼 |
| Valley National Advisers Inc | 12,920 | $332.0 萬 | 0.46% | +805+6.6% | 加碼 |
| Qsemble Capital Management, LP | 12,939 | $332.5 萬 | 0.28% | +12,939 | 新進 |
| FORA Capital, LLC | 12,969 | $333.3 萬 | 0.40% | +3,751+40.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 12,979 | $333.5 萬 | 0.25% | −16−0.1% | 減碼 |
| Fortune Financial Advisors, LLC | 12,997 | $334.0 萬 | 2.25% | +89+0.7% | 加碼 |
| Wealthspire Advisors, LLC | 13,035 | $335.0 萬 | 0.03% | +5,396+70.6% | 加碼 |
| Legal Advantage Investments, Inc. | 13,081 | $336.2 萬 | 1.56% | −800−5.8% | 減碼 |
| Candelo Capital Management LP | 13,100 | $336.7 萬 | 3.07% | +13,100 | 新進 |
| Auto-Owners Insurance Co | 13,114 | $337.0 萬 | 0.07% | +114+0.9% | 加碼 |
| 180 Wealth Advisors, LLC | 13,135 | $337.6 萬 | 0.38% | −438−3.2% | 減碼 |
| Journey Advisory Group, LLC | 13,240 | $340.3 萬 | 0.29% | +50+0.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 13,253 | $340.6 萬 | 0.11% | +13,253 | 新進 |
| GeoWealth Management, LLC | 13,275 | $341.2 萬 | 0.13% | −414−3.0% | 減碼 |
| Pinnbrook Capital Management LP | 13,303 | $341.9 萬 | 0.88% | +13,303 | 新進 |
| SRS Capital Advisors, Inc. | 13,357 | $343.3 萬 | 0.10% | −13,432−50.1% | 減碼 |
| Resources Investment Advisors, LLC. | 13,385 | $344.0 萬 | 0.03% | +408+3.1% | 加碼 |
| Concord Wealth Partners | 13,387 | $344.0 萬 | 0.45% | +63+0.5% | 加碼 |
| BCJ Capital Management, LLC | 13,588 | $349.2 萬 | 0.20% | +10,410+327.6% | 加碼 |
| Atlantic Union Bankshares Corp | 13,621 | $350.0 萬 | 0.07% | −609−4.3% | 減碼 |
| Caldwell Trust Co | 13,771 | $353.9 萬 | 0.31% | +83+0.6% | 加碼 |
| Buttonwood Financial Advisors Inc. | 13,869 | $356.4 萬 | 1.19% | −307−2.2% | 減碼 |
| Syon Capital LLC | 13,900 | $357.2 萬 | 0.18% | +1,167+9.2% | 加碼 |
| Cape Ann Savings Bank | 13,928 | $357.9 萬 | 1.84% | −676−4.6% | 減碼 |
| AlTi Global, Inc. | 13,974 | $359.1 萬 | 0.08% | +235+1.7% | 加碼 |
| Truvestments Capital LLC | 13,999 | $359.8 萬 | 0.65% | −1,169−7.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 14,212 | $365.2 萬 | 2.15% | −390−2.7% | 減碼 |
| Mizuho Markets Cayman LP | 14,266 | $366.6 萬 | 0.18% | +14,266 | 新進 |
| Central Trust Co | 14,303 | $367.6 萬 | 0.07% | −193−1.3% | 減碼 |
| Ascent Group, LLC | 14,312 | $367.8 萬 | 0.13% | +584+4.3% | 加碼 |
| Notis-McConarty Edward | 14,341 | $368.5 萬 | 1.71% | +3,963+38.2% | 加碼 |
| Cullen Investment Group, Ltd. | 12,239 | $368.6 萬 | 0.48% | +12,239 | 新進 |
| JNBA Financial Advisors | 14,364 | $369.1 萬 | 0.32% | −225−1.5% | 減碼 |
| Alaethes Wealth LLC | 14,378 | $369.5 萬 | 1.04% | −167−1.1% | 減碼 |
| Plato Investment Management Ltd | 14,309 | $369.5 萬 | 0.24% | −9,121−38.9% | 減碼 |
| Voya Financial Advisors, Inc. | 14,049 | $369.6 萬 | 0.35% | −936−6.2% | 減碼 |
| Green Alpha Advisors, LLC | 14,435 | $371.0 萬 | 3.40% | −50.0% | 減碼 |
| Insight Inv LLC | 14,478 | $372.1 萬 | 2.09% | +20.0% | 加碼 |
| Tenere Capital LLC | 14,478 | $372.1 萬 | 2.88% | +14,478 | 新進 |
| Live Oak Private Wealth LLC | 14,478 | $372.1 萬 | 0.51% | −70.0% | 減碼 |
| Global Trust Asset Management, LLC | 14,559 | $374.1 萬 | 1.48% | +1,787+14.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 14,579 | $374.7 萬 | 0.38% | +122+0.8% | 加碼 |
| Intrust Bank NA | 14,585 | $374.8 萬 | 0.31% | +530+3.8% | 加碼 |
| CFM Wealth Partners LLC | 14,598 | $375.2 萬 | 0.54% | −118−0.8% | 減碼 |
| Simplex Trading, LLC | 14,631 | $376.0 萬 | 0.11% | +14,631 | 新進 |
| Chatham Capital Group, Inc. | 14,654 | $376.6 萬 | 0.54% | −845−5.5% | 減碼 |
| RFG Advisory, LLC | 14,798 | $380.3 萬 | 0.07% | −1,025−6.5% | 減碼 |
| Guardian Capital LP | 14,850 | $381.6 萬 | 0.11% | −300−2.0% | 減碼 |
| Polymer Capital Management (US) LLC | 14,923 | $383.5 萬 | 0.50% | +12,544+527.3% | 加碼 |
| XML Financial, LLC | 14,933 | $383.8 萬 | 0.31% | +91+0.6% | 加碼 |
| Sirios Capital Management L P | 15,011 | $385.8 萬 | 0.48% | −68,053−81.9% | 減碼 |
| Hudson Canyon Capital Management | 15,068 | $387.2 萬 | 2.26% | 00.0% | 不變 |
| Summit Financial, LLC | 15,094 | $387.9 萬 | 0.06% | −216−1.4% | 減碼 |
| Atlas Capital Advisors LLC | 15,169 | $389.8 萬 | 0.43% | +15,169 | 新進 |
| Boomfish Wealth Group, LLC | 15,217 | $391.1 萬 | 2.09% | −2,050−11.9% | 減碼 |
| Harfst & Associates, Inc. | 15,252 | $392.0 萬 | 0.71% | −604−3.8% | 減碼 |
| Maia Wealth LLC | 11,944 | $392.2 萬 | 0.67% | +280+2.4% | 加碼 |
| Bangor Savings Bank | 15,299 | $393.2 萬 | 0.32% | −678−4.2% | 減碼 |
| Cardiff Park Advisors, LLC | 15,305 | $393.3 萬 | 0.32% | 00.0% | 不變 |
| Karani Asset Management LLC | 15,430 | $396.5 萬 | 3.48% | −771−4.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 15,466 | $397.4 萬 | 0.70% | +1,805+13.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 19,717 | $398.4 萬 | 0.37% | 00.0% | 不變 |
| Aaron Wealth Advisors | 15,562 | $399.9 萬 | 0.22% | +3,466+28.7% | 加碼 |
| Anchor Investment Management, LLC | 15,629 | $401.6 萬 | 0.33% | +2,935+23.1% | 加碼 |
| Oak Thistle LLC | 15,677 | $402.9 萬 | 0.56% | +15,677 | 新進 |
| Wedmont Private Capital | 13,816 | $403.7 萬 | 0.14% | +1,055+8.3% | 加碼 |
| Fragasso Group Inc. | 15,723 | $404.1 萬 | 0.24% | −848−5.1% | 減碼 |
| Johnson Financial Group, Inc. | 15,738 | $404.5 萬 | 0.15% | +1,608+11.4% | 加碼 |
| Moors & Cabot, Inc. | 15,801 | $406.1 萬 | 0.17% | −956−5.7% | 減碼 |
| Jefferies Financial Group Inc. | 15,804 | $406.1 萬 | 0.03% | −3,220−16.9% | 減碼 |
| Cary Street Partners Financial LLC | 15,805 | $406.2 萬 | 0.10% | −72−0.5% | 減碼 |
| Palisade Capital Management LLC | 16,005 | $411.3 萬 | 0.12% | −300−1.8% | 減碼 |
| Curat Global, LLC | 16,021 | $411.7 萬 | 4.57% | −8,835−35.5% | 減碼 |
| Taproot Management LP | 16,055 | $412.6 萬 | 0.67% | +16,055 | 新進 |
| TCW Group Inc | 16,066 | $412.9 萬 | 0.03% | +16,066 | 新進 |
| Caisse des Depots Et Consignations | 16,074 | $413.1 萬 | 0.09% | +3,249+25.3% | 加碼 |
| Broderick Brian C | 16,081 | $413.3 萬 | 0.78% | +3,203+24.9% | 加碼 |
| TD Private Client Wealth LLC | 16,110 | $414.0 萬 | 0.09% | −5,086−24.0% | 減碼 |
| Scotia Capital Inc. | 16,187 | $416.0 萬 | 0.02% | −4,846−23.0% | 減碼 |
| HighPoint Advisor Group LLC | 16,278 | $418.3 萬 | 0.09% | +1,938+13.5% | 加碼 |
| Intech Investment Management LLC | 16,354 | $420.3 萬 | 0.04% | −3,590−18.0% | 減碼 |
| Shoker Investment Counsel, Inc. | 16,401 | $421.5 萬 | 1.24% | −52−0.3% | 減碼 |
| Brevan Howard Capital Management LP | 16,442 | $422.5 萬 | 0.08% | +8,977+120.3% | 加碼 |