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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,450 | $422.7 萬 | 2.06% | −6,900−29.6% | 減碼 |
| Outfitter Financial LLC | 16,555 | $425.4 萬 | 3.35% | −415−2.4% | 減碼 |
| Smartleaf Asset Management LLC | 16,392 | $426.2 萬 | 0.16% | +2,604+18.9% | 加碼 |
| Silvant Capital Management LLC | 16,589 | $426.3 萬 | 0.14% | −10,486−38.7% | 減碼 |
| Baker Chad R | 16,530 | $429.7 萬 | 0.77% | +7,170+76.6% | 加碼 |
| Peloton Wealth Strategists | 16,740 | $430.2 萬 | 1.67% | −6,125−26.8% | 減碼 |
| Guardian Partners Inc. | 14,517 | $430.5 萬 | 0.35% | +13,344+1,137.6% | 加碼 |
| Ballentine Partners, LLC | 16,797 | $431.7 萬 | 0.06% | +581+3.6% | 加碼 |
| Kingsview Wealth Management, LLC | 16,811 | $432.0 萬 | 0.06% | +896+5.6% | 加碼 |
| NVWM, LLC | 16,823 | $432.3 萬 | 0.94% | −520−3.0% | 減碼 |
| ISAM Funds (UK) Ltd | 16,863 | $433.4 萬 | 1.56% | +16,863 | 新進 |
| St Germain D J Co Inc | 16,881 | $433.8 萬 | 0.17% | −37−0.2% | 減碼 |
| LaFleur & Godfrey LLC | 16,909 | $434.5 萬 | 0.53% | −426−2.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 16,931 | $435.1 萬 | 0.07% | −113−0.7% | 減碼 |
| Founders Capital Management | 16,944 | $435.5 萬 | 2.26% | +170+1.0% | 加碼 |
| Havemeyer Place LP | 16,984 | $436.5 萬 | 0.86% | +16,984 | 新進 |
| Sphera Management Technology Funds Ltd | 17,150 | $440.7 萬 | 2.31% | +5,200+43.5% | 加碼 |
| Wright Investors Service Inc | 17,176 | $441.4 萬 | 1.33% | −62−0.4% | 減碼 |
| Tandem Capital Management Corp | 17,241 | $443.1 萬 | 2.02% | −881−4.9% | 減碼 |
| Marathon Wealth Advisors LLC | 17,249 | $443.3 萬 | 1.76% | +17,249 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 13,757 | $443.7 萬 | 0.63% | −1,040−7.0% | 減碼 |
| M&G Plc | 17,265 | $443.7 萬 | 0.02% | −91−0.5% | 減碼 |
| Skopos Labs, Inc. | 16,946 | $445.7 萬 | 0.21% | +6,739+66.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 17,346 | $445.8 萬 | 0.76% | +482+2.9% | 加碼 |
| Commonwealth Retirement Investments LLC | 17,350 | $445.9 萬 | 1.44% | −180−1.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 17,388 | $446.9 萬 | 0.05% | −53,302−75.4% | 減碼 |
| Foster & Motley Inc | 17,477 | $449.1 萬 | 0.24% | −304−1.7% | 減碼 |
| Cambient Family Office, LLC | 17,502 | $449.8 萬 | 0.64% | +17,502 | 新進 |
| Howe & Rusling Inc | 17,622 | $452.9 萬 | 0.30% | −188−1.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $453.0 萬 | 0.34% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 17,749 | $456.1 萬 | 1.22% | +649+3.8% | 加碼 |
| Droms Strauss Advisors Inc | 17,820 | $458.0 萬 | 1.20% | 00.0% | 不變 |
| Signaturefd, LLC | 17,840 | $458.5 萬 | 0.07% | +511+2.9% | 加碼 |
| Knollwood Investment Advisory, LLC | 17,890 | $459.8 萬 | 0.43% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 17,968 | $461.8 萬 | 0.09% | +4,770+36.1% | 加碼 |
| Processus Wealth & Capital Management, LLC | 18,247 | $468.9 萬 | 3.09% | −81−0.4% | 減碼 |
| Summit Trail Advisors, LLC | 18,251 | $469.0 萬 | 0.08% | −4,674−20.4% | 減碼 |
| Change Path, LLC | 18,364 | $471.9 萬 | 0.11% | −2,847−13.4% | 減碼 |
| Modern Wealth Management, LLC | 18,404 | $473.0 萬 | 0.09% | +752+4.3% | 加碼 |
| WSFS Capital Management, LLC | 18,405 | $473.0 萬 | 0.23% | +600+3.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 18,505 | $475.6 萬 | 0.32% | +8,347+82.2% | 加碼 |
| IFP Advisors, Inc | 18,518 | $475.9 萬 | 0.11% | +1,555+9.2% | 加碼 |
| Progressive Investment Management Corp | 18,549 | $476.7 萬 | 1.14% | −113−0.6% | 減碼 |
| Tema ETFs LLC | 18,583 | $477.6 萬 | 0.37% | +6,108+49.0% | 加碼 |
| Exchange Traded Concepts, LLC | 18,664 | $479.6 萬 | 0.04% | −2,750−12.8% | 減碼 |
| Fruth Investment Management | 18,725 | $481.2 萬 | 1.30% | −50−0.3% | 減碼 |
| Beech Hill Advisors, Inc. | 18,781 | $482.6 萬 | 2.31% | −2,378−11.2% | 減碼 |
| Koshinski Asset Management, Inc. | 18,788 | $482.8 萬 | 0.31% | −882−4.5% | 減碼 |
| SP Asset Management LLC | 18,832 | $484.0 萬 | 0.38% | −1,067−5.4% | 減碼 |
| Mather Group, LLC. | 18,853 | $484.5 萬 | 0.05% | −2,190−10.4% | 減碼 |
| Liberty Wealth Management LLC | 18,950 | $487.0 萬 | 0.63% | +31+0.2% | 加碼 |
| ARS Investment Partners, LLC | 19,019 | $488.8 萬 | 0.29% | +99+0.5% | 加碼 |
| BBR Partners, LLC | 19,134 | $491.7 萬 | 0.26% | −73−0.4% | 減碼 |
| Hohimer Wealth Management, LLC | 19,135 | $491.7 萬 | 0.66% | −18−0.1% | 減碼 |
| Institute for Wealth Management, LLC. | 19,294 | $495.8 萬 | 0.53% | −392−2.0% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,300 | $496.0 萬 | 2.42% | +2,800+17.0% | 加碼 |
| Alpha Cubed Investments, LLC | 19,354 | $497.4 萬 | 0.17% | −276−1.4% | 減碼 |
| FineMark National Bank & Trust | 19,390 | $498.3 萬 | 0.16% | −662−3.3% | 減碼 |
| Boston Common Asset Management, LLC | 19,417 | $499.0 萬 | 0.30% | +16,981+697.1% | 加碼 |
| Conscious Wealth Investments, LLC | 16,456 | $500.1 萬 | 3.00% | −6,005−26.7% | 減碼 |
| Meeder Advisory Services, Inc. | 19,493 | $500.9 萬 | 0.22% | +1,850+10.5% | 加碼 |
| Bill Few Associates, Inc. | 19,505 | $501.3 萬 | 1.23% | +114+0.6% | 加碼 |
| Hudson Bay Capital Management LP | 19,511 | $501.4 萬 | 0.03% | −2,712−12.2% | 減碼 |
| GAMMA Investing LLC | 19,530 | $501.9 萬 | 0.25% | +2,731+16.3% | 加碼 |
| Savant Capital, LLC | 19,663 | $505.3 萬 | 0.03% | +595+3.1% | 加碼 |
| Engineers Gate Manager LP | 19,668 | $505.4 萬 | 0.06% | +12,781+185.6% | 加碼 |
| Glass Wealth Management Co LLC | 19,752 | $507.6 萬 | 2.08% | +2,245+12.8% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 19,822 | $509.4 萬 | 5.12% | −1,008−4.8% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 19,797 | $514.7 萬 | 0.49% | +155+0.8% | 加碼 |
| Dakota Wealth Management | 20,073 | $515.9 萬 | 0.09% | +3,208+19.0% | 加碼 |
| Kidder Stephen W | 20,075 | $515.9 萬 | 1.45% | +8,068+67.2% | 加碼 |
| Cullen Capital Management LLC | 20,110 | $516.8 萬 | 0.06% | −2,083−9.4% | 減碼 |
| Davidson Capital Management Inc. | 20,229 | $519.9 萬 | 1.13% | −196−1.0% | 減碼 |
| MIG Capital, LLC | 20,359 | $523.2 萬 | 0.89% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 20,386 | $523.9 萬 | 0.04% | 00.0% | 不變 |
| Intact Investment Management Inc. | 20,400 | $524.3 萬 | 0.15% | −2,900−12.4% | 減碼 |
| English Capital Management LLC | 20,420 | $524.8 萬 | 3.28% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 20,481 | $526.3 萬 | 0.05% | −719−3.4% | 減碼 |
| Romano Brothers and Company | 20,502 | $526.9 萬 | 0.60% | −555−2.6% | 減碼 |
| SFE Investment Counsel | 20,593 | $529.2 萬 | 0.83% | −411−2.0% | 減碼 |
| AustralianSuper Pty Ltd | 20,605 | $529.5 萬 | 0.02% | −204,302−90.8% | 減碼 |
| Eagle Capital Management, LLC | 20,679 | $531.4 萬 | 1.93% | −235−1.1% | 減碼 |
| Dnca Finance | 21,000 | $539.7 萬 | 0.31% | +500+2.4% | 加碼 |
| Maplelane Capital, LLC | 21,000 | $539.7 萬 | 0.31% | +21,000 | 新進 |
| Pflug Koory, LLC | 21,022 | $540.2 萬 | 2.52% | −1,782−7.8% | 減碼 |
| Evergreen Capital Management LLC | 21,057 | $541.1 萬 | 0.12% | +6,165+41.4% | 加碼 |
| Marco Investment Management LLC | 21,103 | $542.3 萬 | 0.41% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $542.5 萬 | 0.35% | 00.0% | 不變 |
| Wahed Invest LLC | 21,118 | $542.7 萬 | 0.72% | −832−3.8% | 減碼 |
| Bank Ozk | 21,315 | $547.8 萬 | 1.93% | −350−1.6% | 減碼 |
| Asset One Wealth Management LLC | 16,729 | $549.4 萬 | 0.75% | +16,729 | 新進 |
| Conning Inc. | 21,403 | $550.0 萬 | 0.18% | −8,956−29.5% | 減碼 |
| MUFG Securities Americas Inc. | 21,462 | $551.6 萬 | 0.34% | −178−0.8% | 減碼 |
| Daymark Wealth Partners, LLC | 21,579 | $554.5 萬 | 0.18% | +105+0.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $555.1 萬 | 0.16% | 00.0% | 不變 |
| Securian Asset Management, Inc | 21,662 | $556.7 萬 | 0.21% | −17,094−44.1% | 減碼 |
| Scott & Selber, Inc. | 21,706 | $557.8 萬 | 1.40% | −772−3.4% | 減碼 |
| Group One Trading, L.P. | 21,809 | $560.5 萬 | 0.17% | −16,703−43.4% | 減碼 |
| Perennial Advisors, LLC | 21,868 | $562.0 萬 | 0.94% | −616−2.7% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $568.1 萬 | 3.48% | −151−0.7% | 減碼 |