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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 4,078 | $104.8 萬 | 0.84% | −1,197−22.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,070 | $104.6 萬 | 0.05% | +152+3.9% | 加碼 |
| South State Corp. | 4,068 | $104.5 萬 | 0.05% | +410+11.2% | 加碼 |
| Beto Financial Group, LLC | 3,178 | $104.4 萬 | 0.70% | +3,178 | 新進 |
| Aviance Capital Partners, LLC | 4,046 | $104.0 萬 | 0.12% | +10+0.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 4,043 | $103.9 萬 | 0.27% | 00.0% | 不變 |
| Meriwether Wealth & Planning, LLC | 4,039 | $103.8 萬 | 0.59% | −1,065−20.9% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,000 | $103.8 萬 | 0.14% | +265+7.1% | 加碼 |
| ONE Advisory Partners, LLC | 4,033 | $103.6 萬 | 0.31% | 00.0% | 不變 |
| Finivi Inc. | 4,024 | $103.4 萬 | 0.60% | +8+0.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 4,010 | $103.1 萬 | 0.17% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,968 | $102.0 萬 | 0.11% | +531+15.4% | 加碼 |
| LifePlan Financial, LLC | 3,960 | $101.8 萬 | 0.78% | −165−4.0% | 減碼 |
| City State Bank | 3,957 | $101.7 萬 | 0.28% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 3,940 | $101.3 萬 | 0.55% | −100−2.5% | 減碼 |
| Persium Advisors, LLC | 3,933 | $101.1 萬 | 0.74% | −70−1.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,924 | $100.8 萬 | 0.02% | +16+0.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,919 | $100.7 萬 | 0.05% | −327−7.7% | 減碼 |
| H&H Retirement Design & Management INC | 3,062 | $100.6 萬 | 0.51% | 00.0% | 不變 |
| 71 West Capital Partners | 3,903 | $100.3 萬 | 0.05% | +3,903 | 新進 |
| Fundamentun, LLC | 3,902 | $100.3 萬 | 0.04% | +230+6.3% | 加碼 |
| Inscription Capital, LLC | 3,902 | $100.3 萬 | 0.10% | −429−9.9% | 減碼 |
| Coastline Trust Co | 3,846 | $98.8 萬 | 0.09% | +2,681+230.1% | 加碼 |
| Focused Wealth Management, Inc | 3,845 | $98.8 萬 | 0.10% | +6+0.2% | 加碼 |
| Davis R M Inc | 3,811 | $97.9 萬 | 0.02% | +125+3.4% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,805 | $97.8 萬 | 0.15% | +360+10.4% | 加碼 |
| RD Lewis Holdings, Inc. | 3,061 | $97.5 萬 | 0.83% | 00.0% | 不變 |
| Pettee Investors, Inc. | 3,791 | $97.4 萬 | 0.55% | −345−8.3% | 減碼 |
| Van Diest Capital, LLC | 3,790 | $97.4 萬 | 1.45% | +3,790 | 新進 |
| Hillsdale Investment Management Inc. | 3,780 | $97.1 萬 | 0.03% | −1,700−31.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,780 | $97.1 萬 | 0.22% | +3,780 | 新進 |
| Arvest Investments, Inc. | 3,775 | $97.0 萬 | 0.14% | −60−1.6% | 減碼 |
| Joel Isaacson & Co., LLC | 3,762 | $96.7 萬 | 0.03% | −73−1.9% | 減碼 |
| Cim Investment Mangement Inc | 3,745 | $96.2 萬 | 0.25% | 00.0% | 不變 |
| Sentry LLC | 3,742 | $96.2 萬 | 0.26% | 00.0% | 不變 |
| Fielder Capital Group LLC | 3,736 | $96.0 萬 | 0.20% | −55−1.5% | 減碼 |
| LVZ Advisors, Inc. | 3,736 | $96.0 萬 | 0.11% | +5+0.1% | 加碼 |
| Salomon & Ludwin, LLC | 3,374 | $95.9 萬 | 0.08% | +99+3.0% | 加碼 |
| Virtu Financial LLC | 3,734 | $95.9 萬 | 0.04% | +3,734 | 新進 |
| Shelton Wealth Management, LLC | 3,717 | $95.5 萬 | 0.42% | +259+7.5% | 加碼 |
| Purus Wealth Management, LLC | 3,715 | $95.5 萬 | 0.30% | +49+1.3% | 加碼 |
| Impact Investors, Inc | 3,700 | $95.1 萬 | 0.66% | −239−6.1% | 減碼 |
| Seven Mile Advisory | 3,690 | $94.8 萬 | 0.16% | −303−7.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,685 | $94.7 萬 | 0.37% | −250−6.4% | 減碼 |
| Dutch Asset Corp | 3,686 | $94.7 萬 | 0.73% | +3,686 | 新進 |
| Acropolis Investment Management, LLC | 3,684 | $94.7 萬 | 0.04% | +321+9.5% | 加碼 |
| Peoples Financial Services Corp. | 3,677 | $94.5 萬 | 0.44% | −297−7.5% | 減碼 |
| Autumn Glory Partners, LLC | 3,675 | $94.4 萬 | 0.33% | −260−6.6% | 減碼 |
| BAM Wealth Management, LLC | 3,644 | $93.6 萬 | 0.68% | −1,309−26.4% | 減碼 |
| Hallmark Capital Management Inc | 3,637 | $93.5 萬 | 0.06% | −10.0% | 減碼 |
| Legacy Private Trust Co. | 3,619 | $93.0 萬 | 0.05% | −20−0.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,620 | $93.0 萬 | 0.22% | −10−0.3% | 減碼 |
| Falcon Wealth Planning | 3,605 | $92.6 萬 | 0.08% | −2,484−40.8% | 減碼 |
| Ameriflex Group, Inc. | 3,598 | $92.5 萬 | 0.48% | −2,260−38.6% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,597 | $92.4 萬 | 0.07% | +110+3.2% | 加碼 |
| Cidel Asset Management Inc | 3,592 | $92.3 萬 | 0.07% | −200−5.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,595 | $92.3 萬 | 0.29% | +100+2.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 3,584 | $92.1 萬 | 0.08% | −107−2.9% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,575 | $91.9 萬 | 0.19% | −832−18.9% | 減碼 |
| Viawealth, LLC | 3,572 | $91.8 萬 | 0.52% | −314−8.1% | 減碼 |
| Parcion Private Wealth LLC | 3,572 | $91.8 萬 | 0.06% | +93+2.7% | 加碼 |
| Clark Financial Services Group Inc | 3,225 | $91.7 萬 | 0.49% | −230−6.7% | 減碼 |
| Picton Mahoney Asset Management | 3,566 | $91.6 萬 | 0.01% | +3,566 | 新進 |
| Q3 Asset Management | 3,562 | $91.5 萬 | 0.21% | +3,562 | 新進 |
| Optas, LLC | 3,522 | $90.5 萬 | 0.14% | +516+17.2% | 加碼 |
| Boit C F David | 3,000 | $90.4 萬 | 0.39% | 00.0% | 不變 |
| Financial Advisory Corp | 3,512 | $90.3 萬 | 0.24% | −41−1.2% | 減碼 |
| Root Financial Partners, LLC | 3,514 | $90.3 萬 | 0.05% | +1,547+78.6% | 加碼 |
| Tranquilli Financial Advisor LLC | 3,510 | $90.2 萬 | 0.52% | −21−0.6% | 減碼 |
| Evoke Wealth, LLC | 3,506 | $90.1 萬 | 0.02% | +1,927+122.0% | 加碼 |
| Oakworth Capital, Inc. | 3,488 | $89.6 萬 | 0.05% | +174+5.3% | 加碼 |
| Worthington Financial Partners, LLC | 3,477 | $89.4 萬 | 0.79% | +3,477 | 新進 |
| Pure Financial Advisors, Inc. | 3,476 | $89.3 萬 | 0.01% | −201−5.5% | 減碼 |
| Retireful, LLC | 3,434 | $89.3 萬 | 1.12% | +3,434 | 新進 |
| Kanawha Capital Management LLC | 3,472 | $89.2 萬 | 0.06% | +18+0.5% | 加碼 |
| Wealth Architects, LLC | 3,470 | $89.2 萬 | 0.08% | +39+1.1% | 加碼 |
| McLaughlin Asset Management, Inc. | 3,462 | $89.0 萬 | 0.80% | +3,462 | 新進 |
| GKV Capital Management Co., Inc. | 3,462 | $89.0 萬 | 0.33% | −150−4.2% | 減碼 |
| Waddell & Associates, LLC | 3,456 | $88.8 萬 | 0.06% | −10−0.3% | 減碼 |
| Courier Capital LLC | 3,452 | $88.7 萬 | 0.05% | −1,609−31.8% | 減碼 |
| Seascape Capital Management | 3,439 | $88.4 萬 | 0.25% | −1,224−26.2% | 減碼 |
| Argentarii, LLC | 3,438 | $88.4 萬 | 0.30% | −12−0.3% | 減碼 |
| Sandler Capital Management | 3,426 | $88.0 萬 | 0.40% | +3,426 | 新進 |
| Systematic Financial Management LP | 3,400 | $87.4 萬 | 0.02% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 3,394 | $87.2 萬 | 0.12% | +1,234+57.1% | 加碼 |
| Everpar Advisors LLC | 3,391 | $87.1 萬 | 0.32% | +32+1.0% | 加碼 |
| BCS Wealth Management | 3,388 | $87.1 萬 | 0.09% | +1,731+104.5% | 加碼 |
| Opal Capital LLC | 2,628 | $86.9 萬 | 0.22% | +2,628 | 新進 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,374 | $86.7 萬 | 0.06% | 00.0% | 不變 |
| Providence First Trust Co | 3,374 | $86.7 萬 | 0.30% | +3,374 | 新進 |
| Seek First Inc. | 3,343 | $85.9 萬 | 0.59% | +3,343 | 新進 |
| Teamwork Financial Advisors, LLC | 3,318 | $85.3 萬 | 0.09% | −4,094−55.2% | 減碼 |
| Triad Wealth Partners, LLC | 3,316 | $85.2 萬 | 0.08% | +529+19.0% | 加碼 |
| Redmond Asset Management, LLC | 3,313 | $85.1 萬 | 0.22% | −150−4.3% | 減碼 |
| 1776 Wealth LLC | 3,313 | $85.1 萬 | 0.32% | −56−1.7% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 2,579 | $84.7 萬 | 0.35% | +1,917+289.6% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 3,293 | $84.6 萬 | 0.14% | −138−4.0% | 減碼 |
| Stevens Capital Management LP | 3,292 | $84.6 萬 | 0.30% | +3,292 | 新進 |
| Seeds Investor LLC | 3,286 | $84.4 萬 | 0.16% | +340+11.5% | 加碼 |
| Camden Capital, LLC | 3,276 | $84.2 萬 | 0.05% | +24+0.7% | 加碼 |