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
- 2,644
- 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 842 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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 30,230 | $776.9 萬 | 1.70% | −86−0.3% | 減碼 |
| Callan Family Office, LLC | 30,400 | $781.2 萬 | 0.17% | +12,370+68.6% | 加碼 |
| Diversified Trust Co | 30,418 | $781.7 萬 | 0.14% | −5,335−14.9% | 減碼 |
| Red Spruce Capital, LLC | 30,510 | $784.1 萬 | 3.13% | +500+1.7% | 加碼 |
| Kinneret Advisory, LLC | 30,656 | $787.8 萬 | 0.67% | −839−2.7% | 減碼 |
| Professional Advisory Services Inc | 30,700 | $789.0 萬 | 1.02% | −8,874−22.4% | 減碼 |
| Clark Capital Management Group, Inc. | 30,726 | $789.6 萬 | 0.05% | +3,560+13.1% | 加碼 |
| Dark Forest Capital Management LP | 30,731 | $789.8 萬 | 0.36% | +8,965+41.2% | 加碼 |
| Gold Investment Management Ltd. | 30,938 | $795.1 萬 | 2.54% | −364−1.2% | 減碼 |
| Two Sigma Investments, LP | 30,991 | $796.4 萬 | 0.01% | +7,391+31.3% | 加碼 |
| Citizens Financial Group Inc | 31,280 | $803.9 萬 | 0.11% | −5,057−13.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 31,377 | $806.3 萬 | 0.28% | +1,649+5.5% | 加碼 |
| Night Squared LP | 31,550 | $810.8 萬 | 2.29% | +6,035+23.7% | 加碼 |
| Vestcor Inc | 31,592 | $811.9 萬 | 0.23% | +10,849+52.3% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 31,697 | $814.6 萬 | 0.36% | +1,298+4.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 31,844 | $818.4 萬 | 0.12% | −9,930−23.8% | 減碼 |
| Everence Capital Management Inc | 31,873 | $819.1 萬 | 0.48% | +1,014+3.3% | 加碼 |
| SevenBridge Financial Group, LLC | 25,697 | $820.9 萬 | 1.32% | −185−0.7% | 減碼 |
| Hel Ved Capital Management Ltd | 32,245 | $828.7 萬 | 2.86% | +32,245 | 新進 |
| Advanced Asset Management Advisors Inc | 32,300 | $830.1 萬 | 2.27% | −23,700−42.3% | 減碼 |
| Woodstock Corp | 32,534 | $836.1 萬 | 0.72% | −206−0.6% | 減碼 |
| Rench Wealth Management, Inc. | 32,712 | $840.7 萬 | 2.48% | −851−2.5% | 減碼 |
| Delta Financial Advisors LLC | 32,726 | $841.0 萬 | 2.19% | −607−1.8% | 減碼 |
| Siemens Fonds Invest GmbH | 32,488 | $844.6 萬 | 0.45% | −1,348−4.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 32,920 | $846.0 萬 | 0.01% | +2,462+8.1% | 加碼 |
| Glenview Trust Co | 32,935 | $846.4 萬 | 0.13% | +808+2.5% | 加碼 |
| Stephens Inc | 32,956 | $857.2 萬 | 0.11% | −5,337−13.9% | 減碼 |
| Metis Global Partners, LLC | 33,545 | $862.1 萬 | 0.20% | −3,005−8.2% | 減碼 |
| Sawgrass Asset Management LLC | 33,787 | $868.3 萬 | 1.09% | −13,585−28.7% | 減碼 |
| S-Bank Fund Management Ltd | 34,000 | $873.8 萬 | 1.13% | +10,000+41.7% | 加碼 |
| Polar Asset Management Partners Inc. | 34,020 | $874.3 萬 | 0.17% | +34,020 | 新進 |
| HB Wealth Management, LLC | 34,023 | $874.4 萬 | 0.06% | +1,840+5.7% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 34,100 | $876.3 萬 | 0.07% | +7,850+29.9% | 加碼 |
| QV Investors Inc. | 34,170 | $878.1 萬 | 0.72% | −24,900−42.2% | 減碼 |
| Carret Asset Management, LLC | 34,358 | $883.0 萬 | 0.84% | −558−1.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 34,452 | $885.4 萬 | 0.63% | −5,030−12.7% | 減碼 |
| Hall Laurie J Trustee | 34,523 | $887.2 萬 | 2.95% | −565−1.6% | 減碼 |
| Petredis Investment Advisors LLC | 34,559 | $888.1 萬 | 0.70% | −454−1.3% | 減碼 |
| First Foundation Advisors | 34,653 | $890.5 萬 | 0.34% | −4,218−10.9% | 減碼 |
| Morningstar Investment Management LLC | 34,784 | $893.9 萬 | 0.53% | −14,999−30.1% | 減碼 |
| Citizens National Bank Trust Department | 34,994 | $899.3 萬 | 1.55% | −801−2.2% | 減碼 |
| LMR Partners LLP | 35,003 | $899.5 萬 | 0.09% | −199,303−85.1% | 減碼 |
| William Blair Investment Management, LLC | 35,164 | $903.7 萬 | 0.03% | −9,336−21.0% | 減碼 |
| Hartford Financial Management Inc. | 35,183 | $904.2 萬 | 2.35% | +128+0.4% | 加碼 |
| Groupe la Francaise | 35,211 | $904.9 萬 | 0.13% | +4,574+14.9% | 加碼 |
| Naples Global Advisors, LLC | 35,467 | $911.5 萬 | 0.68% | −1,201−3.3% | 減碼 |
| Prudential PLC | 35,530 | $913.1 萬 | 0.07% | +19,961+128.2% | 加碼 |
| Merit Financial Group, LLC | 35,740 | $918.5 萬 | 0.07% | +1,849+5.5% | 加碼 |
| GHP Investment Advisors, Inc. | 35,755 | $918.9 萬 | 0.38% | +901+2.6% | 加碼 |
| New Mexico Educational Retirement Board | 35,886 | $922.2 萬 | 0.28% | −800−2.2% | 減碼 |
| United Capital Financial Advisers, LLC | 36,032 | $926.0 萬 | 0.06% | +4,727+15.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 36,061 | $926.7 萬 | 0.28% | +2,046+6.0% | 加碼 |
| CX Institutional | 36,095 | $927.6 萬 | 0.28% | +1,266+3.6% | 加碼 |
| Meeder Asset Management Inc | 36,268 | $932.1 萬 | 0.50% | +11,428+46.0% | 加碼 |
| Cornerstone Advisors, LLC | 36,300 | $932.9 萬 | 0.31% | −49,400−57.6% | 減碼 |
| Winton Group Ltd | 36,359 | $934.4 萬 | 0.32% | +1,367+3.9% | 加碼 |
| Westerkirk Capital Inc. | 36,400 | $935.4 萬 | 0.91% | +12,500+52.3% | 加碼 |
| Aptus Capital Advisors, LLC | 36,532 | $938.8 萬 | 0.08% | +1,306+3.7% | 加碼 |
| CenterBook Partners LP | 36,581 | $940.1 萬 | 0.46% | +36,581 | 新進 |
| E. Ohman J:or Asset Management AB | 36,701 | $943.2 萬 | 0.22% | +2,795+8.2% | 加碼 |
| Level Four Advisory Services, LLC | 36,788 | $945.4 萬 | 0.31% | −3,889−9.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,932 | $949.1 萬 | 0.24% | +475+1.3% | 加碼 |
| DuPont Capital Management Corp | 37,010 | $951.1 萬 | 1.07% | −13,301−26.4% | 減碼 |
| IFG Advisory, LLC | 37,229 | $956.7 萬 | 0.42% | +146+0.4% | 加碼 |
| KKM Financial LLC | 37,276 | $958.0 萬 | 1.70% | +37,276 | 新進 |
| Ancora Advisors, LLC | 37,311 | $958.9 萬 | 0.20% | +1,903+5.4% | 加碼 |
| First American Bank | 37,447 | $962.4 萬 | 0.58% | +35+0.1% | 加碼 |
| Vise Technologies, Inc. | 37,534 | $964.6 萬 | 0.19% | +7,648+25.6% | 加碼 |
| Arvest Bank Trust Division | 37,801 | $971.4 萬 | 0.53% | −766−2.0% | 減碼 |
| Patton Albertson Miller Group, LLC | 38,164 | $980.8 萬 | 1.15% | −85−0.2% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 38,210 | $982.0 萬 | 6.16% | −2,207−5.5% | 減碼 |
| Glassy Mountain Advisors, Inc. | 38,615 | $992.4 萬 | 3.00% | −2,336−5.7% | 減碼 |
| Argent Trust Co | 38,663 | $993.6 萬 | 0.34% | +2,643+7.3% | 加碼 |
| Davenport & Co LLC | 38,640 | $995.6 萬 | 0.05% | −6,815−15.0% | 減碼 |
| Capital International Inc | 38,783 | $996.7 萬 | 0.08% | −19,212−33.1% | 減碼 |
| LGT Group Foundation | 38,485 | $1,000 萬 | 0.11% | +28,592+289.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,193 | $1,007 萬 | 0.03% | −87,920−69.2% | 減碼 |
| Beacon Investment Advisors LLC | 39,253 | $1,009 萬 | 4.05% | −41−0.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 49,814 | $1,022 萬 | 0.25% | +5,264+11.8% | 加碼 |
| Private Advisor Group, LLC | 39,895 | $1,025 萬 | 0.05% | +434+1.1% | 加碼 |
| Maryland State Retirement & Pension System | 39,990 | $1,028 萬 | 0.21% | 00.0% | 不變 |
| Telemark Asset Management, LLC | 40,000 | $1,028 萬 | 1.03% | +40,000 | 新進 |
| Cornerstone Wealth Group, LLC | 40,051 | $1,029 萬 | 0.70% | +2,407+6.4% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 40,232 | $1,034 萬 | 0.47% | +40,232 | 新進 |
| Signet Financial Management, LLC | 40,482 | $1,040 萬 | 1.16% | +286+0.7% | 加碼 |
| Principal Securities, Inc. | 40,746 | $1,047 萬 | 0.16% | −1,600−3.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 40,934 | $1,052 萬 | 0.34% | 00.0% | 不變 |
| Optiver Holding B.V. | 40,982 | $1,053 萬 | 0.19% | +40,982 | 新進 |
| Cobalt Capital Management, Inc. | 41,000 | $1,054 萬 | 4.66% | +41,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 41,143 | $1,057 萬 | 0.04% | −39,035−48.7% | 減碼 |
| Compass Wealth Management LLC | 41,171 | $1,058 萬 | 2.64% | −1,625−3.8% | 減碼 |
| Modera Wealth Management, LLC | 41,572 | $1,068 萬 | 0.12% | −932−2.2% | 減碼 |
| Evergreen Private Wealth LLC | 41,611 | $1,069 萬 | 4.22% | −4,521−9.8% | 減碼 |
| General American Investors Co Inc | 41,652 | $1,070 萬 | 0.67% | 00.0% | 不變 |
| Jump Financial, LLC | 41,747 | $1,073 萬 | 0.13% | +28,932+225.8% | 加碼 |
| FourThought Financial Partners, LLC | 42,123 | $1,083 萬 | 0.91% | −1,982−4.5% | 減碼 |
| GAM Holding AG | 42,176 | $1,084 萬 | 0.69% | −30,427−41.9% | 減碼 |
| Commerce Bank | 42,364 | $1,089 萬 | 0.06% | −390−0.9% | 減碼 |
| WCG Wealth Advisors LLC | 42,692 | $1,097 萬 | 0.31% | +22,864+115.3% | 加碼 |
| Montag A & Associates Inc | 42,851 | $1,101 萬 | 0.50% | −2,105−4.7% | 減碼 |