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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 10,425 | $267.9 萬 | 0.13% | +14+0.1% | 加碼 |
| Bridgeway Capital Management, LLC | 10,420 | $267.8 萬 | 0.06% | −3,450−24.9% | 減碼 |
| Stiles Financial Services Inc | 10,414 | $267.6 萬 | 0.82% | −22−0.2% | 減碼 |
| Capital Wealth Planning, LLC | 10,405 | $267.4 萬 | 0.02% | +10,405 | 新進 |
| Klingman & Associates, LLC | 10,392 | $267.1 萬 | 0.13% | +128+1.2% | 加碼 |
| Allianz SE | 10,391 | $267.0 萬 | 0.03% | −16,346−61.1% | 減碼 |
| Forteris Wealth Management Inc. | 10,375 | $266.6 萬 | 2.62% | +10,375 | 新進 |
| Umb Bank N A | 10,357 | $266.2 萬 | 0.04% | +974+10.4% | 加碼 |
| Valeo Financial Advisors, LLC | 10,310 | $265.0 萬 | 0.06% | +792+8.3% | 加碼 |
| HM Payson & Co | 10,300 | $264.7 萬 | 0.04% | −312−2.9% | 減碼 |
| TTP Investments, Inc. | 10,198 | $262.1 萬 | 0.86% | 00.0% | 不變 |
| Advisory Alpha, LLC | 10,182 | $261.8 萬 | 0.07% | +425+4.4% | 加碼 |
| ADAPT Investment Managers SA | 10,177 | $261.5 萬 | 0.53% | +10,177 | 新進 |
| Alexis Investment Partners, LLC | 10,051 | $260.5 萬 | 0.97% | +288+2.9% | 加碼 |
| SHUTTLEWORTH & Co | 10,075 | $258.9 萬 | 2.37% | −23−0.2% | 減碼 |
| Chicago Partners Investment Group LLC | 8,015 | $258.4 萬 | 0.06% | +825+11.5% | 加碼 |
| Kornitzer Capital Management Inc | 10,033 | $257.8 萬 | 0.05% | +2,856+39.8% | 加碼 |
| Portfolio Design Labs, LLC | 10,005 | $257.1 萬 | 0.42% | +444+4.6% | 加碼 |
| Barbara Oil Co. | 10,000 | $257.0 萬 | 0.95% | 00.0% | 不變 |
| Capelight Capital Asset Management LP | 10,000 | $257.0 萬 | 2.55% | +10,000 | 新進 |
| Close Asset Management Ltd | 9,998 | $256.8 萬 | 0.06% | −388−3.7% | 減碼 |
| Advocate Group LLC | 9,984 | $256.6 萬 | 0.42% | −106−1.1% | 減碼 |
| Groupama Asset Managment | 9,939 | $255.4 萬 | 0.04% | −2,289−18.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 9,931 | $255.2 萬 | 0.06% | −2,901−22.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,916 | $254.8 萬 | 0.18% | +150+1.5% | 加碼 |
| Cottage Street Advisors LLC | 9,909 | $254.7 萬 | 1.08% | −54−0.5% | 減碼 |
| Kingswood Wealth Advisors, LLC | 9,872 | $253.7 萬 | 0.12% | +506+5.4% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 9,858 | $253.3 萬 | 1.97% | +9,858 | 新進 |
| Mirabella Financial Services LLP | 9,850 | $253.1 萬 | 0.24% | −20,042−67.0% | 減碼 |
| Qtron Investments LLC | 9,827 | $252.5 萬 | 0.33% | −2,542−20.6% | 減碼 |
| IHT Wealth Management, LLC | 9,808 | $252.4 萬 | 0.06% | −821−7.7% | 減碼 |
| Delaney Dennis R | 9,808 | $252.1 萬 | 1.27% | +3,125+46.8% | 加碼 |
| HF Advisory Group, LLC | 9,758 | $250.8 萬 | 0.87% | −1,794−15.5% | 減碼 |
| Csenge Advisory Group | 9,748 | $250.5 萬 | 0.11% | −1,994−17.0% | 減碼 |
| American Money Management, LLC | 9,733 | $250.1 萬 | 0.39% | −471−4.6% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 9,721 | $249.8 萬 | 0.96% | −90−0.9% | 減碼 |
| Everhart Financial Group, Inc. | 9,720 | $249.8 萬 | 0.23% | +1,461+17.7% | 加碼 |
| Oak Harvest Investment Services | 9,705 | $249.4 萬 | 0.27% | −35−0.4% | 減碼 |
| Advisors Capital Management, LLC | 9,692 | $249.1 萬 | 0.03% | +79+0.8% | 加碼 |
| S.E.E.D. Planning Group LLC | 9,641 | $247.8 萬 | 0.71% | −1,146−10.6% | 減碼 |
| Vision Capital Management, Inc. | 9,616 | $247.1 萬 | 0.30% | −2,604−21.3% | 減碼 |
| Buckingham Strategic Partners | 9,615 | $247.1 萬 | 0.03% | +9,615 | 新進 |
| First American Trust, FSB | 9,614 | $247.1 萬 | 0.17% | +5,673+143.9% | 加碼 |
| Cohen Klingenstein LLC | 9,600 | $246.7 萬 | 0.07% | 00.0% | 不變 |
| Independent Financial Group, LLC | 9,589 | $246.4 萬 | 0.05% | +2,580+36.8% | 加碼 |
| Arjuna Capital | 9,524 | $244.8 萬 | 0.60% | +9+0.1% | 加碼 |
| Elefante Mark B | 9,498 | $244.1 萬 | 1.50% | +3,520+58.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,451 | $242.9 萬 | 0.29% | +279+3.0% | 加碼 |
| Stoneridge Investment Partners LLC | 9,445 | $242.7 萬 | 1.69% | −471−4.7% | 減碼 |
| Donoghue Forlines LLC | 9,423 | $242.2 萬 | 0.75% | +9,423 | 新進 |
| Sagespring Wealth Partners, LLC | 9,417 | $242.0 萬 | 0.04% | +1,077+12.9% | 加碼 |
| Verus Capital Partners, LLC | 9,387 | $241.2 萬 | 0.16% | +319+3.5% | 加碼 |
| Waters Parkerson & Co., LLC | 9,380 | $241.1 萬 | 0.12% | −500−5.1% | 減碼 |
| Lebenthal Global Advisors, LLC | 9,300 | $239.0 萬 | 0.37% | +3,000+47.6% | 加碼 |
| DGS Capital Management, LLC | 9,273 | $238.3 萬 | 0.41% | −356−3.7% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 9,162 | $238.2 萬 | 0.06% | −27,439−75.0% | 減碼 |
| Catalyst Capital Advisors LLC | 9,255 | $237.8 萬 | 0.05% | −907−8.9% | 減碼 |
| Twin City Private Wealth, LLC | 9,245 | $237.6 萬 | 1.80% | +138+1.5% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,230 | $237.2 萬 | 0.26% | −85−0.9% | 減碼 |
| Reuter James Wealth Management, LLC | 9,214 | $236.8 萬 | 0.32% | −129−1.4% | 減碼 |
| Old West Investment Management, LLC | 9,200 | $236.4 萬 | 0.42% | 00.0% | 不變 |
| American State Bank (Iowa) | 9,185 | $236.0 萬 | 1.13% | −77−0.8% | 減碼 |
| Portside Wealth Group, LLC | 9,171 | $235.7 萬 | 0.32% | −1,753−16.0% | 減碼 |
| Goldenstone Wealth Management LLC | 9,164 | $235.5 萬 | 1.76% | +9,164 | 新進 |
| Trust Asset Management LLC | 9,159 | $235.4 萬 | 0.16% | −355−3.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 9,154 | $235.3 萬 | 0.07% | −4,716−34.0% | 減碼 |
| Atlas Brown,Inc. | 9,153 | $235.2 萬 | 0.70% | −50−0.5% | 減碼 |
| Cinctive Capital Management LP | 9,152 | $235.2 萬 | 0.14% | −7,966−46.5% | 減碼 |
| Burns J W & Co Inc | 9,125 | $234.5 萬 | 0.26% | +7+0.1% | 加碼 |
| Successful Portfolios LLC | 7,772 | $234.1 萬 | 1.19% | +1,520+24.3% | 加碼 |
| Shepherd Street Advisors LLC | 9,104 | $234.0 萬 | 2.24% | +9,104 | 新進 |
| Byrne Asset Management LLC | 9,100 | $233.9 萬 | 1.30% | −68−0.7% | 減碼 |
| Fayez Sarofim & Co | 9,016 | $231.7 萬 | 0.01% | +16+0.2% | 加碼 |
| Strengthening Families & Communities, LLC | 8,923 | $229.3 萬 | 0.82% | +2,476+38.4% | 加碼 |
| Avantax Planning Partners, Inc. | 8,899 | $228.7 萬 | 0.06% | −30.0% | 減碼 |
| Unique Wealth Strategies, LLC | 8,882 | $228.3 萬 | 0.90% | −502−5.3% | 減碼 |
| Dara Capital US, Inc. | 8,869 | $227.9 萬 | 2.02% | +8,869 | 新進 |
| Pacific Sage Partners, LLC | 8,861 | $227.7 萬 | 0.36% | −34−0.4% | 減碼 |
| Net Worth Advisory Group | 8,728 | $224.3 萬 | 0.45% | +1,630+23.0% | 加碼 |
| Foundations Investment Advisors, LLC | 8,727 | $224.3 萬 | 0.03% | +3,913+81.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 8,716 | $224.0 萬 | 0.08% | −10,152−53.8% | 減碼 |
| Salvus Wealth Management, LLC | 8,688 | $223.3 萬 | 1.25% | +161+1.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,675 | $222.9 萬 | 0.06% | −78−0.9% | 減碼 |
| Carr Financial Group Corp | 8,638 | $222.0 萬 | 0.59% | −269−3.0% | 減碼 |
| Win Advisors, Inc | 8,627 | $221.7 萬 | 0.94% | +3,212+59.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 8,625 | $221.7 萬 | 1.48% | −350−3.9% | 減碼 |
| Optimize Financial Inc | 8,584 | $220.6 萬 | 1.11% | +120+1.4% | 加碼 |
| Wedbush Securities Inc | 8,584 | $220.6 萬 | 0.06% | +2,256+35.7% | 加碼 |
| Frec Markets, Inc. | 8,533 | $219.3 萬 | 0.64% | +8,533 | 新進 |
| Galaxy Digital Capital Management GP LLC | 8,500 | $218.4 萬 | 2.75% | −7,984−48.4% | 減碼 |
| Riverstone Advisors, LLC | 8,499 | $218.4 萬 | 1.03% | −490−5.5% | 減碼 |
| Grove Bank & Trust | 8,497 | $218.4 萬 | 0.25% | +109+1.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 8,449 | $217.1 萬 | 0.15% | −478−5.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,440 | $216.9 萬 | 0.15% | −40.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,437 | $216.8 萬 | 0.06% | +2,252+36.4% | 加碼 |
| Crux Wealth Advisors | 8,386 | $215.5 萬 | 0.80% | −106−1.2% | 減碼 |
| Hartline Investment Corp | 8,385 | $215.5 萬 | 0.23% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 8,379 | $215.3 萬 | 0.59% | +8,379 | 新進 |
| Kentucky Trust Co | 8,365 | $215.0 萬 | 1.14% | 00.0% | 不變 |
| PFG Investments, LLC | 8,357 | $214.8 萬 | 0.10% | −1,759−17.4% | 減碼 |