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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 43,234 | $1,111 萬 | 2.04% | −958−2.2% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 43,385 | $1,115 萬 | 1.30% | −3,849−8.1% | 減碼 |
| American National Bank | 43,761 | $1,125 萬 | 1.06% | +1,584+3.8% | 加碼 |
| Tiaa Trust, National Association | 43,766 | $1,125 萬 | 0.03% | +344+0.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 43,798 | $1,126 萬 | 0.89% | +1,899+4.5% | 加碼 |
| Benjamin Edwards Inc | 43,868 | $1,127 萬 | 0.12% | −1,158−2.6% | 減碼 |
| AMJ Financial Wealth Management | 44,027 | $1,131 萬 | 2.72% | +24,214+122.2% | 加碼 |
| Great Lakes Advisors, LLC | 44,305 | $1,139 萬 | 0.09% | −7,464−14.4% | 減碼 |
| KCM Investment Advisors LLC | 44,550 | $1,145 萬 | 0.37% | −1,167−2.6% | 減碼 |
| Clearstead Advisors, LLC | 44,597 | $1,146 萬 | 0.14% | +756+1.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 44,884 | $1,153 萬 | 0.17% | −111,198−71.2% | 減碼 |
| Bleakley Financial Group, LLC | 44,980 | $1,156 萬 | 0.20% | +5,415+13.7% | 加碼 |
| J. Goldman & Co LP | 45,767 | $1,176 萬 | 0.46% | −42,753−48.3% | 減碼 |
| Hartford Investment Management Co | 46,005 | $1,182 萬 | 0.35% | −995−2.1% | 減碼 |
| Governors Lane LP | 46,032 | $1,183 萬 | 1.09% | +46,032 | 新進 |
| Banque Cantonale Vaudoise | 46,135 | $1,186 萬 | 0.42% | −3,497−7.0% | 減碼 |
| Ironvine Capital Partners, LLC | 46,419 | $1,193 萬 | 1.19% | −425−0.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 46,580 | $1,197 萬 | 0.13% | −10,958−19.0% | 減碼 |
| Pinnacle Financial Partners, Inc. | 46,969 | $1,207 萬 | 0.09% | +46,969 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 47,015 | $1,208 萬 | 0.61% | +47,015 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 47,080 | $1,210 萬 | 0.52% | −251,292−84.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 47,112 | $1,211 萬 | 0.07% | +1,341+2.9% | 加碼 |
| William Allan, LLC | 47,637 | $1,224 萬 | 6.95% | −3,529−6.9% | 減碼 |
| Burney Co | 47,659 | $1,225 萬 | 0.38% | −1,449−3.0% | 減碼 |
| Ascent Wealth Partners, LLC | 47,731 | $1,227 萬 | 1.41% | −739−1.5% | 減碼 |
| Boothbay Fund Management, LLC | 47,983 | $1,233 萬 | 0.32% | +34,459+254.8% | 加碼 |
| Trivest Advisors Ltd | 48,000 | $1,234 萬 | 0.56% | +48,000 | 新進 |
| Taylor Hoffman Capital Management LLC | 48,364 | $1,243 萬 | 3.78% | +578+1.2% | 加碼 |
| Atria Investments LLC | 48,669 | $1,251 萬 | 0.14% | −8,693−15.2% | 減碼 |
| Verdence Capital Advisors LLC | 48,768 | $1,253 萬 | 0.74% | +331+0.7% | 加碼 |
| Federated Hermes, Inc. | 49,352 | $1,268 萬 | 0.02% | −45,288−47.9% | 減碼 |
| TCG Advisory Services, LLC | 49,787 | $1,279 萬 | 0.35% | +49,787 | 新進 |
| Aristotle Atlantic Partners, LLC | 49,925 | $1,283 萬 | 0.59% | −1,337−2.6% | 減碼 |
| Benchstone Capital Management LP | 49,976 | $1,284 萬 | 1.45% | −34,279−40.7% | 減碼 |
| Moore Capital Management, LP | 50,000 | $1,285 萬 | 0.26% | +50,000 | 新進 |
| Kentucky Retirement Systems | 50,358 | $1,294 萬 | 0.35% | 00.0% | 不變 |
| Pinebridge Investments LLC | 50,688 | $1,303 萬 | 0.10% | +50,688 | 新進 |
| Robinhood Asset Management, LLC | 51,023 | $1,311 萬 | 1.04% | +51,023 | 新進 |
| SFMG, LLC | 51,121 | $1,314 萬 | 0.88% | −1,179−2.3% | 減碼 |
| Hosking Partners LLP | 51,357 | $1,320 萬 | 0.45% | −247−0.5% | 減碼 |
| Capital Investment Advisors, LLC | 51,661 | $1,328 萬 | 0.20% | +3,903+8.2% | 加碼 |
| Mission Wealth Management, LP | 51,916 | $1,334 萬 | 0.27% | −276−0.5% | 減碼 |
| Polar Capital Holdings Plc | 52,000 | $1,336 萬 | 0.06% | +52,000 | 新進 |
| Verition Fund Management LLC | 52,352 | $1,345 萬 | 0.07% | +3,756+7.7% | 加碼 |
| Prospera Financial Services Inc | 53,189 | $1,367 萬 | 0.22% | +3,935+8.0% | 加碼 |
| Greenwich Wealth Management LLC | 53,710 | $1,380 萬 | 0.62% | −100−0.2% | 減碼 |
| Advisory Services Network, LLC | 54,043 | $1,389 萬 | 0.20% | −1,399−2.5% | 減碼 |
| Bogart Wealth, LLC | 54,070 | $1,390 萬 | 0.56% | −6,510−10.7% | 減碼 |
| Freestone Grove Partners LP | 54,456 | $1,399 萬 | 0.10% | +15,547+40.0% | 加碼 |
| Colonial Trust Advisors | 54,573 | $1,402 萬 | 1.06% | −1,198−2.1% | 減碼 |
| Univest Financial Corp | 55,185 | $1,418 萬 | 0.75% | −4,314−7.3% | 減碼 |
| Mediolanum International Funds Ltd | 54,822 | $1,425 萬 | 0.14% | −18,356−25.1% | 減碼 |
| Occudo Quantitative Strategies LP | 55,520 | $1,427 萬 | 0.96% | +55,520 | 新進 |
| Sava Infond d.o.o. | 55,535 | $1,427 萬 | 1.93% | −4,670−7.8% | 減碼 |
| Four Tree Island Advisory LLC | 55,801 | $1,434 萬 | 7.92% | +687+1.2% | 加碼 |
| Warren Averett Asset Management, LLC | 55,991 | $1,439 萬 | 0.12% | −2,751−4.7% | 減碼 |
| Concentric Capital Strategies, LP | 56,555 | $1,453 萬 | 0.75% | +56,555 | 新進 |
| Mizuho Securities USA LLC | 58,006 | $1,463 萬 | 0.24% | −443−0.8% | 減碼 |
| Freestone Capital Holdings, LLC | 57,109 | $1,468 萬 | 0.43% | −3,362−5.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 57,175 | $1,469 萬 | 0.54% | +2,426+4.4% | 加碼 |
| EP Wealth Advisors, LLC | 58,094 | $1,493 萬 | 0.08% | +58,094 | 新進 |
| Laird Norton Trust Company, LLC | 58,657 | $1,507 萬 | 0.31% | +46,422+379.4% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 71,513 | $1,510 萬 | 1.21% | +71,513 | 新進 |
| Formuepleje A/S | 58,814 | $1,511 萬 | 0.90% | −36,632−38.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 58,821 | $1,512 萬 | 0.52% | +2,184+3.9% | 加碼 |
| Banque Pictet & Cie SA | 59,228 | $1,516 萬 | 0.15% | +1,342+2.3% | 加碼 |
| Cullinan Associates Inc | 58,988 | $1,516 萬 | 1.03% | −2,986−4.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 59,547 | $1,530 萬 | 0.75% | −1,369−2.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 59,562 | $1,531 萬 | 0.37% | +35,816+150.8% | 加碼 |
| Allstate Corp | 60,514 | $1,555 萬 | 0.21% | +31,482+108.4% | 加碼 |
| Flputnam Investment Management Co | 60,960 | $1,567 萬 | 0.23% | −1,315−2.1% | 減碼 |
| Holderness Investments Co | 60,977 | $1,567 萬 | 3.19% | −2,452−3.9% | 減碼 |
| RMB Capital Management, LLC | 61,015 | $1,568 萬 | 0.27% | −2,780−4.4% | 減碼 |
| Grimes & Company, Inc. | 61,032 | $1,568 萬 | 0.37% | −5,592−8.4% | 減碼 |
| ProVise Management Group, LLC | 61,181 | $1,572 萬 | 1.12% | +3,278+5.7% | 加碼 |
| Steel Peak Wealth Management LLC | 61,411 | $1,578 萬 | 0.52% | −3,347−5.2% | 減碼 |
| Jamison Private Wealth Management, Inc. | 61,555 | $1,582 萬 | 1.92% | +183+0.3% | 加碼 |
| Willis Investment Counsel | 61,934 | $1,592 萬 | 0.82% | +2,301+3.9% | 加碼 |
| Gateway Investment Advisers LLC | 62,098 | $1,596 萬 | 0.15% | −1,686−2.6% | 減碼 |
| DJE Kapital AG | 62,445 | $1,615 萬 | 0.45% | −5,350−7.9% | 減碼 |
| Bradley Foster & Sargent Inc | 63,234 | $1,625 萬 | 0.24% | −111−0.2% | 減碼 |
| Brinker Capital Investments, LLC | 63,238 | $1,625 萬 | 0.12% | +1,903+3.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 63,441 | $1,630 萬 | 0.04% | +3,251+5.4% | 加碼 |
| We Are One Seven, LLC | 63,537 | $1,633 萬 | 0.33% | +25,929+68.9% | 加碼 |
| Moran Wealth Management, LLC | 63,721 | $1,638 萬 | 0.50% | −7,116−10.0% | 減碼 |
| Tudor Investment Corp Et Al | 64,000 | $1,645 萬 | 0.09% | +64,000 | 新進 |
| D.A. Davidson & Co. | 64,326 | $1,653 萬 | 0.10% | −3,686−5.4% | 減碼 |
| Vident Advisory, LLC | 64,548 | $1,659 萬 | 0.16% | +1,060+1.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 66,125 | $1,698 萬 | 0.64% | +12,918+24.3% | 加碼 |
| Omers Administration Corp | 66,992 | $1,722 萬 | 0.12% | +20,866+45.2% | 加碼 |
| Hollencrest Capital Management | 67,269 | $1,729 萬 | 0.60% | +866+1.3% | 加碼 |
| Oddo BHF Asset Management SAS | 67,287 | $1,729 萬 | 0.65% | −12,296−15.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 67,326 | $1,730 萬 | 0.38% | −674,260−90.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 64,582 | $1,736 萬 | 0.03% | −18,679−22.4% | 減碼 |
| Trexquant Investment LP | 67,903 | $1,745 萬 | 0.16% | +67,903 | 新進 |
| Jacobs & Co | 68,422 | $1,758 萬 | 1.66% | −4,269−5.9% | 減碼 |
| Investment Management Corp of Ontario | 69,510 | $1,786 萬 | 0.24% | +26,079+60.0% | 加碼 |
| Capital Investment Counsel, Inc | 69,700 | $1,791 萬 | 2.11% | −365−0.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 69,907 | $1,795 萬 | 0.72% | −500−0.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 70,000 | $1,799 萬 | 0.40% | 00.0% | 不變 |