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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 8,340 | $214.3 萬 | 0.27% | −257−3.0% | 減碼 |
| Retirement Guys Formula LLC | 8,293 | $213.1 萬 | 0.97% | −2,159−20.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 8,268 | $212.5 萬 | 0.08% | −735−8.2% | 減碼 |
| Needham Investment Management LLC | 8,250 | $212.0 萬 | 0.13% | −500−5.7% | 減碼 |
| Adirondack Trust Co | 8,246 | $211.9 萬 | 0.70% | +8+0.1% | 加碼 |
| Smith, Salley & Associates | 8,222 | $211.3 萬 | 0.10% | +2,483+43.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,216 | $211.1 萬 | 0.11% | +241+3.0% | 加碼 |
| Stablepoint Partners, LLC | 8,194 | $210.6 萬 | 0.33% | −14−0.2% | 減碼 |
| Diversify Advisory Services, LLC | 6,439 | $210.5 萬 | 0.07% | +1,753+37.4% | 加碼 |
| Boston Family Office LLC | 8,132 | $209.0 萬 | 0.13% | −184−2.2% | 減碼 |
| EPG Wealth Management LLC | 8,084 | $207.7 萬 | 0.56% | +292+3.7% | 加碼 |
| Krilogy Financial LLC | 6,493 | $207.4 萬 | 0.07% | −286−4.2% | 減碼 |
| Marshall Financial Group LLC | 8,064 | $207.2 萬 | 0.40% | +8,064 | 新進 |
| Stock Yards Bank & Trust Co | 8,048 | $206.8 萬 | 0.06% | +350+4.5% | 加碼 |
| Capital Group Private Client Services, Inc. | 7,995 | $205.5 萬 | 0.03% | +683+9.3% | 加碼 |
| Dorato Capital Management | 6,788 | $204.9 萬 | 1.54% | +6,788 | 新進 |
| Wynn Capital, LLC | 7,957 | $204.5 萬 | 0.99% | −293−3.6% | 減碼 |
| Avestar Capital, LLC | 7,947 | $204.2 萬 | 0.14% | +390+5.2% | 加碼 |
| True North Advisors, LLC | 7,920 | $203.5 萬 | 0.26% | +99+1.3% | 加碼 |
| Virtus Family Office LLC | 7,826 | $201.1 萬 | 1.73% | −131−1.6% | 減碼 |
| United Asset Strategies, Inc. | 7,817 | $200.9 萬 | 0.16% | +667+9.3% | 加碼 |
| Pallas Capital Advisors LLC | 7,816 | $200.9 萬 | 0.07% | −56−0.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,788 | $200.1 萬 | 0.06% | −1,909−19.7% | 減碼 |
| Heartland Advisors Inc | 7,780 | $199.9 萬 | 0.11% | −139−1.8% | 減碼 |
| Cigna Investments Inc | 7,765 | $199.6 萬 | 0.29% | −150−1.9% | 減碼 |
| Bryn Mawr Trust Co | 7,686 | $197.5 萬 | 0.05% | −40−0.5% | 減碼 |
| First National Trust Co | 7,666 | $197.0 萬 | 0.07% | +6+0.1% | 加碼 |
| RNC Capital Management LLC | 7,628 | $196.0 萬 | 0.09% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 7,623 | $195.9 萬 | 0.01% | −5−0.1% | 減碼 |
| Concentrum Wealth Management | 7,619 | $195.8 萬 | 0.55% | −1,225−13.9% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 7,612 | $195.6 萬 | 1.92% | −532−6.5% | 減碼 |
| Tealwood Asset Management Inc | 7,608 | $195.5 萬 | 0.88% | −116−1.5% | 減碼 |
| Americana Partners, LLC | 7,593 | $195.1 萬 | 0.05% | +59+0.8% | 加碼 |
| RiverPark Advisors, LLC | 7,572 | $194.6 萬 | 0.56% | +355+4.9% | 加碼 |
| Hardy Reed LLC | 7,531 | $193.5 萬 | 0.14% | +73+1.0% | 加碼 |
| Okabena Investment Services Inc | 7,528 | $193.5 萬 | 0.37% | 00.0% | 不變 |
| SPWM Advisors LLC | 7,522 | $193.3 萬 | 1.85% | +7,522 | 新進 |
| 111 Capital | 7,503 | $192.8 萬 | 0.42% | +7,503 | 新進 |
| Artemis Wealth Advisors, LLC | 7,500 | $192.7 萬 | 0.32% | +7,500 | 新進 |
| Mosaic Family Wealth Partners, LLC | 7,484 | $192.3 萬 | 0.21% | −5−0.1% | 減碼 |
| Orrstown Financial Services Inc | 7,474 | $192.1 萬 | 0.32% | −689−8.4% | 減碼 |
| Ducere Wealth Management LLC | 7,447 | $191.4 萬 | 0.74% | +7,447 | 新進 |
| Avalon Trust Co | 7,429 | $190.9 萬 | 0.12% | −12−0.2% | 減碼 |
| Cove Private Wealth, LLC | 7,404 | $190.3 萬 | 0.57% | −96−1.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 7,366 | $189.3 萬 | 0.44% | 00.0% | 不變 |
| Sovran Advisors, LLC | 5,897 | $188.2 萬 | 0.16% | +3,500+146.0% | 加碼 |
| Wesbanco Bank Inc | 7,319 | $188.1 萬 | 0.05% | +428+6.2% | 加碼 |
| Sage Mountain Advisors LLC | 7,306 | $187.8 萬 | 0.10% | +368+5.3% | 加碼 |
| Rede Wealth, LLC | 7,290 | $187.3 萬 | 0.65% | +7,290 | 新進 |
| Massmutual Trust Co FSB | 7,285 | $187.2 萬 | 0.05% | −1,593−17.9% | 減碼 |
| Kempen Capital Management N.V. | 7,280 | $187.1 萬 | 0.02% | −22,625−75.7% | 減碼 |
| Westpac Banking Corp | 7,258 | $186.5 萬 | 0.12% | −255−3.4% | 減碼 |
| Checchi Capital Advisers, LLC | 7,237 | $186.0 萬 | 0.13% | +90+1.3% | 加碼 |
| Agate Pass Investment Management, LLC | 7,229 | $185.8 萬 | 0.69% | +68+0.9% | 加碼 |
| Formidable Asset Management, LLC | 9,073 | $185.8 萬 | 0.27% | +2,290+33.8% | 加碼 |
| Private Wealth Advisors | 7,219 | $185.5 萬 | 0.67% | −11−0.2% | 減碼 |
| Chesley Taft & Associates LLC | 7,217 | $185.5 萬 | 0.07% | −451−5.9% | 減碼 |
| Perpetual Ltd | 7,175 | $184.4 萬 | 0.03% | +1,645+29.7% | 加碼 |
| Destination Wealth Management | 7,165 | $184.1 萬 | 0.05% | +741+11.5% | 加碼 |
| Bank of New Hampshire | 7,148 | $183.7 萬 | 0.41% | −247−3.3% | 減碼 |
| DSG Capital Advisors, LLC | 5,756 | $183.7 萬 | 0.28% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 7,113 | $183.4 萬 | 0.29% | −13−0.2% | 減碼 |
| Integrity Alliance, LLC. | 7,130 | $183.3 萬 | 0.07% | +5,068+245.8% | 加碼 |
| Archford Capital Strategies, LLC | 7,116 | $182.9 萬 | 0.21% | −9−0.1% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 7,114 | $182.8 萬 | 1.20% | −200−2.7% | 減碼 |
| Tanaka Capital Management Inc | 6,988 | $181.7 萬 | 3.31% | −35−0.5% | 減碼 |
| SOL Capital Management CO | 7,029 | $180.6 萬 | 0.16% | 00.0% | 不變 |
| Abc Arbitrage SA | 7,007 | $180.1 萬 | 0.17% | +7,007 | 新進 |
| SeaCrest Wealth Management, LLC | 6,158 | $179.9 萬 | 0.18% | −116−1.8% | 減碼 |
| HBK Sorce Advisory LLC | 5,568 | $179.6 萬 | 0.04% | +50+0.9% | 加碼 |
| Prudent Man Advisors, LLC | 6,958 | $178.8 萬 | 0.65% | −192−2.7% | 減碼 |
| Ledyard National Bank | 6,938 | $178.3 萬 | 0.15% | +523+8.2% | 加碼 |
| Atom Investors LP | 6,937 | $178.3 萬 | 0.14% | +5,535+394.8% | 加碼 |
| Meitav Dash Investments Ltd | 6,922 | $177.9 萬 | 0.02% | −529−7.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,920 | $177.8 萬 | 0.03% | −181−2.5% | 減碼 |
| Leavell Investment Management, Inc. | 6,911 | $177.6 萬 | 0.07% | −339−4.7% | 減碼 |
| Cape Investment Advisory, Inc. | 6,914 | $177.3 萬 | 0.55% | −295−4.1% | 減碼 |
| Traynor Capital Management, Inc. | 6,865 | $176.4 萬 | 0.10% | −112−1.6% | 減碼 |
| Charter Trust Co | 6,840 | $175.8 萬 | 0.10% | −96−1.4% | 減碼 |
| Moody National Bank Trust Division | 6,800 | $174.8 萬 | 0.17% | −4,258−38.5% | 減碼 |
| Bell Bank | 6,800 | $174.8 萬 | 0.07% | −82−1.2% | 減碼 |
| Cheviot Value Management, LLC | 5,161 | $173.8 萬 | 0.17% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,736 | $173.1 萬 | 0.02% | −31−0.5% | 減碼 |
| Nwam LLC | 6,155 | $172.7 萬 | 0.10% | −704−10.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,697 | $172.1 萬 | 0.06% | +584+9.6% | 加碼 |
| Eagle Harbor Asset Management Inc | 6,667 | $171.3 萬 | 1.42% | −228−3.3% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 6,648 | $170.8 萬 | 0.23% | −385−5.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 9,350 | $170.7 萬 | 0.34% | +52+0.6% | 加碼 |
| Ellevest, Inc. | 6,637 | $170.6 萬 | 0.24% | −128−1.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,634 | $170.5 萬 | 0.08% | +2,051+44.8% | 加碼 |
| Mutual Advisors, LLC | 6,597 | $169.5 萬 | 0.04% | +98+1.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,588 | $169.3 萬 | 0.29% | −274−4.0% | 減碼 |
| Crew Capital Management, Ltd. | 6,572 | $168.9 萬 | 1.06% | +245+3.9% | 加碼 |
| Empower Advisory Group, LLC | 6,570 | $168.8 萬 | 0.00% | +518+8.6% | 加碼 |
| Rehmann Capital Advisory Group | 6,502 | $167.3 萬 | 0.09% | −1,022−13.6% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,493 | $166.9 萬 | 0.51% | −20−0.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 6,490 | $166.8 萬 | 1.19% | −50−0.8% | 減碼 |
| Chilton Investment Co LLC | 6,486 | $166.7 萬 | 0.03% | +79+1.2% | 加碼 |
| Consilium Wealth Advisory, LLC | 6,486 | $166.7 萬 | 0.62% | −82−1.2% | 減碼 |
| Motiv8 Investments LLC | 6,480 | $166.5 萬 | 0.91% | −1,959−23.2% | 減碼 |