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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 22,114 | $568.3 萬 | 0.10% | −7,103−24.3% | 減碼 |
| Silver Lake Advisory, LLC | 22,295 | $573.0 萬 | 2.22% | −199−0.9% | 減碼 |
| Jag Capital Management, LLC | 22,333 | $573.9 萬 | 0.62% | −41−0.2% | 減碼 |
| Smithfield Trust Co | 22,419 | $576.0 萬 | 0.25% | +19+0.1% | 加碼 |
| Boston Private Wealth LLC | 22,422 | $576.2 萬 | 0.34% | −1,826−7.5% | 減碼 |
| Johnson Investment Counsel Inc | 22,440 | $576.7 萬 | 0.05% | −1,811−7.5% | 減碼 |
| BKD Wealth Advisors, LLC | 22,468 | $577.4 萬 | 0.11% | −1,042−4.4% | 減碼 |
| Shayne & Co., LLC | 22,495 | $578.1 萬 | 1.75% | −25−0.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 22,544 | $579.4 萬 | 0.44% | +1,513+7.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 22,722 | $583.9 萬 | 0.37% | +335+1.5% | 加碼 |
| Parallel Advisors, LLC | 22,736 | $584.3 萬 | 0.11% | +1,177+5.5% | 加碼 |
| Generali Investments, Management Co LLC | 22,789 | $585.7 萬 | 1.17% | +13,001+132.8% | 加碼 |
| Sciencast Management LP | 22,806 | $586.1 萬 | 0.81% | +22,806 | 新進 |
| XTX Topco Ltd | 23,014 | $591.4 萬 | 0.16% | +222+1.0% | 加碼 |
| Howard Capital Management Inc. | 23,171 | $595.5 萬 | 0.08% | +517+2.3% | 加碼 |
| Cumberland Partners Ltd | 23,253 | $597.6 萬 | 0.37% | −262−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 23,258 | $597.7 萬 | 0.04% | +3,296+16.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 23,300 | $598.8 萬 | 0.07% | +12,534+116.4% | 加碼 |
| Perigon Wealth Management, LLC | 23,395 | $601.2 萬 | 0.11% | −1,054−4.3% | 減碼 |
| Philadelphia Trust Co | 23,500 | $603.9 萬 | 0.42% | −1,500−6.0% | 減碼 |
| Cypress Asset Management Inc | 23,543 | $605.0 萬 | 1.33% | −86−0.4% | 減碼 |
| Churchill Financial Advisors, LLC | 23,810 | $611.9 萬 | 1.87% | +23,810 | 新進 |
| TD Waterhouse Canada Inc. | 23,864 | $612.9 萬 | 0.04% | −9,313−28.1% | 減碼 |
| Evercore Wealth Management, LLC | 23,961 | $615.8 萬 | 0.09% | −31−0.1% | 減碼 |
| PKO Investment Management Joint-Stock Co | 24,000 | $616.8 萬 | 0.49% | −12,000−33.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,011 | $617.0 萬 | 0.11% | −1,275−5.0% | 減碼 |
| LOM Asset Management Ltd | 24,489 | $629.3 萬 | 1.82% | −283−1.1% | 減碼 |
| Saranac Partners Ltd | 24,487 | $631.6 萬 | 2.47% | +900+3.8% | 加碼 |
| Jacobi Capital Management LLC | 24,656 | $633.6 萬 | 0.37% | −421−1.7% | 減碼 |
| La Banque Postale Asset Management SA | 24,662 | $633.8 萬 | 0.07% | −108,343−81.5% | 減碼 |
| Bonness Enterprises Inc | 24,776 | $636.7 萬 | 2.20% | −2,060−7.7% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 24,970 | $641.7 萬 | 1.16% | −148−0.6% | 減碼 |
| Choate Investment Advisors | 25,079 | $644.5 萬 | 0.13% | −1,770−6.6% | 減碼 |
| Ssa Swiss Advisors AG | 24,902 | $645.7 萬 | 3.01% | 00.0% | 不變 |
| Regions Financial Corp | 25,134 | $645.9 萬 | 0.04% | −2,195−8.0% | 減碼 |
| Peak Planning Group, LLC | 25,263 | $649.2 萬 | 1.82% | +22,776+915.8% | 加碼 |
| RSM US Wealth Management LLC | 25,115 | $652.9 萬 | 0.08% | −42−0.2% | 減碼 |
| Fulton Bank, N.A. | 25,408 | $653.0 萬 | 0.23% | −610−2.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 25,454 | $654.1 萬 | 0.08% | −123−0.5% | 減碼 |
| Midwest Professional Planners, LTD. | 25,467 | $654.5 萬 | 1.55% | +639+2.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 25,597 | $657.8 萬 | 0.07% | −16−0.1% | 減碼 |
| Azzad Asset Management Inc | 25,637 | $658.8 萬 | 0.65% | +32+0.1% | 加碼 |
| Miracle Mile Advisors, LLC | 25,643 | $659.0 萬 | 0.09% | +1,696+7.1% | 加碼 |
| Trustco Bank Corp N Y | 25,655 | $659.3 萬 | 5.94% | −2,230−8.0% | 減碼 |
| Puzo Michael J | 25,723 | $661.1 萬 | 1.80% | +8,511+49.4% | 加碼 |
| Arkadios Wealth Advisors | 25,748 | $661.7 萬 | 0.13% | +3,669+16.6% | 加碼 |
| Venturi Wealth Management, LLC | 25,758 | $661.9 萬 | 0.29% | +1,041+4.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 25,851 | $664.3 萬 | 0.94% | +45+0.2% | 加碼 |
| Occidental Asset Management, LLC | 25,923 | $666.2 萬 | 0.80% | +364+1.4% | 加碼 |
| Park Avenue Securities LLC | 25,928 | $666.3 萬 | 0.06% | +276+1.1% | 加碼 |
| Independent Advisor Alliance | 25,962 | $667.2 萬 | 0.16% | −684−2.6% | 減碼 |
| Himension Fund | 26,014 | $668.5 萬 | 0.41% | −12,499−32.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 26,032 | $669.0 萬 | 0.08% | +2,258+9.5% | 加碼 |
| Soltis Investment Advisors LLC | 26,044 | $669.3 萬 | 0.44% | −386−1.5% | 減碼 |
| CAPROCK Group, Inc. | 26,045 | $669.3 萬 | 0.14% | +953+3.8% | 加碼 |
| GTS Securities LLC | 26,087 | $670.4 萬 | 0.23% | +2,274+9.5% | 加碼 |
| Farther Finance Advisors, LLC | 26,212 | $673.6 萬 | 0.07% | +10,564+67.5% | 加碼 |
| Quadrant Capital Group LLC | 26,362 | $677.5 萬 | 0.20% | +390+1.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 26,407 | $678.6 萬 | 0.34% | −1,806−6.4% | 減碼 |
| Family Legacy, Inc. | 26,419 | $678.9 萬 | 2.03% | −355−1.3% | 減碼 |
| LGT Fund Management Co Ltd. | 26,372 | $685.6 萬 | 0.54% | +8,298+45.9% | 加碼 |
| Greenleaf Trust | 26,808 | $688.9 萬 | 0.06% | +95+0.4% | 加碼 |
| Coldstream Capital Management Inc | 26,833 | $689.6 萬 | 0.09% | −1,334−4.7% | 減碼 |
| Hendley & Co Inc | 26,847 | $689.9 萬 | 2.47% | −4,244−13.7% | 減碼 |
| Baader Bank INC | 27,048 | $695.0 萬 | 0.58% | −19,433−41.8% | 減碼 |
| BDF-Gestion | 27,187 | $698.7 萬 | 0.86% | −1,812−6.2% | 減碼 |
| Apollon Wealth Management, LLC | 27,224 | $699.6 萬 | 0.12% | +436+1.6% | 加碼 |
| Phraction Management LLC | 27,354 | $703.0 萬 | 1.89% | −66−0.2% | 減碼 |
| Capital Asset Advisory Services LLC | 23,772 | $703.7 萬 | 0.28% | −3,800−13.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 27,448 | $705.4 萬 | 0.14% | −4,063−12.9% | 減碼 |
| North Dakota State Investment Board | 27,507 | $706.9 萬 | 0.26% | +27,507 | 新進 |
| Northwest Bancshares, Inc. | 27,747 | $713.1 萬 | 1.38% | −5,704−17.1% | 減碼 |
| Colonial Trust Co | 27,753 | $713.2 萬 | 0.95% | −598−2.1% | 減碼 |
| Patton Fund Management, Inc. | 27,829 | $715.2 萬 | 0.96% | +26,377+1,816.6% | 加碼 |
| HGK Asset Management Inc | 27,878 | $716.4 萬 | 1.06% | −11,434−29.1% | 減碼 |
| Advisory Resource Group | 27,991 | $719.3 萬 | 1.27% | −3,273−10.5% | 減碼 |
| Canada Post Corp Registered Pension Plan | 28,079 | $721.6 萬 | 0.27% | +1,186+4.4% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 28,192 | $724.5 萬 | 1.09% | −243−0.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 28,204 | $724.8 萬 | 0.25% | +1,405+5.2% | 加碼 |
| Argonautica Private Wealth Management, Inc | 28,273 | $726.6 萬 | 2.13% | −1,417−4.8% | 減碼 |
| Advisors Asset Management, Inc. | 28,319 | $727.8 萬 | 0.12% | −3,657−11.4% | 減碼 |
| Empirical Finance, LLC | 28,479 | $731.9 萬 | 0.35% | −1,261−4.2% | 減碼 |
| Fort Sheridan Advisors LLC | 28,503 | $732.5 萬 | 0.93% | +107+0.4% | 加碼 |
| Ingalls & Snyder LLC | 28,542 | $733.5 萬 | 0.27% | −96−0.3% | 減碼 |
| RBA Wealth Management, LLC | 28,713 | $737.9 萬 | 2.50% | −116−0.4% | 減碼 |
| Burr Financial Services, LLC | 28,739 | $738.6 萬 | 5.53% | +465+1.6% | 加碼 |
| First Community Trust NA | 28,852 | $741.5 萬 | 5.53% | −9,372−24.5% | 減碼 |
| Osmosis Investment Management UK Ltd | 28,952 | $744.0 萬 | 0.19% | +28,952 | 新進 |
| Somerville Kurt F | 29,058 | $746.8 萬 | 1.27% | +11,634+66.8% | 加碼 |
| Allworth Financial LP | 29,084 | $747.4 萬 | 0.03% | −515−1.7% | 減碼 |
| Capital International Sarl | 29,160 | $749.4 萬 | 0.12% | +11,427+64.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 29,163 | $749.5 萬 | 1.82% | −4,275−12.8% | 減碼 |
| Palmer Knight Co | 29,407 | $755.7 萬 | 3.97% | −5,967−16.9% | 減碼 |
| Guinness Atkinson Asset Management Inc | 28,840 | $758.6 萬 | 3.57% | −1,887−6.1% | 減碼 |
| Plimoth Trust Co LLC | 29,576 | $760.1 萬 | 1.69% | −5,088−14.7% | 減碼 |
| Global Retirement Partners, LLC | 29,684 | $762.8 萬 | 0.14% | +9,067+44.0% | 加碼 |
| Midway Capital Research & Management | 29,777 | $765.2 萬 | 7.46% | +29,777 | 新進 |
| Axxcess Wealth Management, LLC | 29,968 | $770.2 萬 | 0.14% | −1,520−4.8% | 減碼 |
| Alight Capital Management LP | 30,000 | $771.0 萬 | 2.07% | −20,000−40.0% | 減碼 |
| Leelyn Smith, LLC | 30,129 | $774.3 萬 | 1.12% | −1,471−4.7% | 減碼 |