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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 3,272 | $84.1 萬 | 0.28% | −134−3.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,269 | $84.0 萬 | 0.05% | −4−0.1% | 減碼 |
| Anchyra Partners LLC | 3,267 | $84.0 萬 | 0.26% | +3,267 | 新進 |
| Basecamp Wealth Advisors LLC | 3,266 | $83.9 萬 | 0.18% | +3,266 | 新進 |
| Gsa Capital Partners LLP | 3,266 | $83.9 萬 | 0.07% | +1,495+84.4% | 加碼 |
| SmartHarvest Portfolios, LLC | 3,261 | $83.8 萬 | 0.29% | +3,261 | 新進 |
| Planning Directions Inc | 3,253 | $83.6 萬 | 0.42% | +5+0.2% | 加碼 |
| Aspiriant, LLC | 3,252 | $83.6 萬 | 0.02% | +247+8.2% | 加碼 |
| Rothschild Investment LLC | 3,248 | $83.5 萬 | 0.05% | +65+2.0% | 加碼 |
| Harbour Capital Advisors, LLC | 3,100 | $83.3 萬 | 0.17% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 3,241 | $83.3 萬 | 0.23% | 00.0% | 不變 |
| Alta Advisers Ltd | 3,236 | $83.2 萬 | 0.30% | −800−19.8% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 3,234 | $83.1 萬 | 0.22% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,226 | $82.9 萬 | 0.16% | +234+7.8% | 加碼 |
| Jupiter Asset Management Ltd | 3,223 | $82.8 萬 | 0.01% | +3,223 | 新進 |
| CoreCap Advisors, LLC | 3,215 | $82.6 萬 | 0.03% | −309−8.8% | 減碼 |
| FSM Wealth Advisors, LLC | 3,211 | $82.5 萬 | 0.11% | +266+9.0% | 加碼 |
| Quotient Wealth Partners, LLC | 3,209 | $82.5 萬 | 0.02% | +117+3.8% | 加碼 |
| Militia Capital Partners, LP | 3,200 | $82.2 萬 | 0.31% | −1,000−23.8% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 3,200 | $82.2 萬 | 0.82% | +1,000+45.5% | 加碼 |
| Athena Investment Management | 3,189 | $82.0 萬 | 0.42% | −82−2.5% | 減碼 |
| Shepherd Financial Partners LLC | 3,188 | $81.9 萬 | 0.08% | +100+3.2% | 加碼 |
| PFG Advisors | 3,182 | $81.8 萬 | 0.04% | −1,407−30.7% | 減碼 |
| Ticino Wealth | 3,180 | $81.7 萬 | 0.30% | +3,180 | 新進 |
| Probity Advisors, Inc. | 3,177 | $81.6 萬 | 0.13% | −399−11.2% | 減碼 |
| Redwood Investment Management, LLC | 3,167 | $81.4 萬 | 0.09% | −187−5.6% | 減碼 |
| New Age Alpha Advisors, LLC | 3,146 | $80.8 萬 | 0.03% | +3,146 | 新進 |
| Claro Advisors LLC | 3,138 | $80.6 萬 | 0.11% | +14+0.4% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 3,136 | $80.6 萬 | 0.28% | −67−2.1% | 減碼 |
| Brucke Financial, Inc. | 3,129 | $80.4 萬 | 0.44% | +5+0.2% | 加碼 |
| Keebeck Wealth Management, LLC | 3,125 | $80.3 萬 | 0.09% | +852+37.5% | 加碼 |
| Cooper Financial Group | 3,123 | $80.3 萬 | 0.09% | +216+7.4% | 加碼 |
| Sunstone Asset Management, L.P. | 3,100 | $79.7 萬 | 0.78% | +3,100 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,086 | $79.3 萬 | 0.17% | +408+15.2% | 加碼 |
| Ar Asset Management Inc | 3,075 | $79.0 萬 | 0.16% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,073 | $79.0 萬 | 0.03% | +1,990+183.7% | 加碼 |
| Albert D Mason Inc | 3,058 | $78.6 萬 | 0.52% | +25+0.8% | 加碼 |
| Haverford Trust Co | 3,057 | $78.6 萬 | 0.01% | +56+1.9% | 加碼 |
| NBT Bank N A | 3,050 | $78.4 萬 | 0.05% | 00.0% | 不變 |
| Field & Main Bank | 3,040 | $78.1 萬 | 0.23% | −20−0.7% | 減碼 |
| MOR Wealth Management, LLC | 3,040 | $78.1 萬 | 0.36% | +3,040 | 新進 |
| Clark Asset Management, LLC | 3,036 | $78.0 萬 | 0.08% | +3,036 | 新進 |
| Mirador Capital Partners LP | 3,035 | $78.0 萬 | 0.11% | +54+1.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 3,034 | $78.0 萬 | 0.03% | +3,034 | 新進 |
| KG&L Capital Management,LLC | 3,030 | $77.9 萬 | 0.20% | −7,807−72.0% | 減碼 |
| Waldron Private Wealth LLC | 3,029 | $77.8 萬 | 0.03% | −1,172−27.9% | 減碼 |
| Franklin Street Advisors Inc | 3,026 | $77.8 萬 | 0.04% | 00.0% | 不變 |
| Silver Coast Investments LLC | 3,018 | $77.6 萬 | 0.27% | −105−3.4% | 減碼 |
| Plancorp, LLC | 3,010 | $77.4 萬 | 0.02% | +79+2.7% | 加碼 |
| Sandy Cove Advisors, LLC | 3,007 | $77.3 萬 | 0.23% | +288+10.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 3,005 | $77.2 萬 | 0.48% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,000 | $77.1 萬 | 0.06% | −151−4.8% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 2,994 | $76.9 萬 | 0.18% | −219−6.8% | 減碼 |
| Prestige Wealth Management Group LLC | 2,987 | $76.8 萬 | 0.15% | +41+1.4% | 加碼 |
| Evermay Wealth Management LLC | 2,987 | $76.8 萬 | 0.09% | +3+0.1% | 加碼 |
| Calton & Associates, Inc. | 2,974 | $76.4 萬 | 0.11% | +127+4.5% | 加碼 |
| Ring Mountain Capital, LLC | 2,337 | $76.4 萬 | 0.39% | −8−0.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,965 | $76.2 萬 | 0.21% | 00.0% | 不變 |
| State of Wyoming | 2,957 | $76.0 萬 | 0.08% | −2,994−50.3% | 減碼 |
| NTV Asset Management LLC | 2,942 | $75.6 萬 | 0.08% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 2,940 | $75.6 萬 | 0.05% | +100+3.5% | 加碼 |
| Herold Advisors, Inc. | 2,938 | $75.5 萬 | 0.17% | −123−4.0% | 減碼 |
| Advisor OS, LLC | 2,929 | $75.3 萬 | 0.06% | −727−19.9% | 減碼 |
| Morse Asset Management, Inc | 2,925 | $75.2 萬 | 0.15% | +284+10.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 2,918 | $75.0 萬 | 0.03% | −5−0.2% | 減碼 |
| Advyzon Investment Management, LLC | 2,915 | $74.9 萬 | 0.09% | +1,645+129.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,908 | $74.7 萬 | 0.02% | −14−0.5% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 2,908 | $74.7 萬 | 0.15% | +2,908 | 新進 |
| Jordan Park Group LLC | 2,900 | $74.5 萬 | 0.04% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 2,896 | $74.4 萬 | 0.13% | 00.0% | 不變 |
| Cercano Management LLC | 2,896 | $74.4 萬 | 0.03% | 00.0% | 不變 |
| American Alpha Advisors, LLC | 2,894 | $74.4 萬 | 0.47% | +2,894 | 新進 |
| Old Port Advisors | 2,878 | $74.0 萬 | 0.18% | −38−1.3% | 減碼 |
| Diversified Management Inc | 2,875 | $73.9 萬 | 0.17% | +2,875 | 新進 |
| Transcend Wealth Collective, LLC | 2,873 | $73.8 萬 | 0.06% | −498−14.8% | 減碼 |
| Financial Engines Advisors L.L.C. | 2,873 | $73.8 萬 | 0.00% | +195+7.3% | 加碼 |
| McGowan Group Asset Management, Inc. | 2,871 | $73.8 萬 | 0.09% | 00.0% | 不變 |
| Hudock, Inc. | 2,867 | $73.7 萬 | 0.11% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 2,843 | $73.1 萬 | 0.03% | −494−14.8% | 減碼 |
| Main Street Financial Solutions, LLC | 2,835 | $72.8 萬 | 0.05% | −1,161−29.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,833 | $72.8 萬 | 0.28% | −821−22.5% | 減碼 |
| United Advisor Group, LLC | 2,831 | $72.8 萬 | 0.09% | −1,685−37.3% | 減碼 |
| Wealth Science Advisors LLC | 2,822 | $72.5 萬 | 0.42% | +2,822 | 新進 |
| WealthTrust Axiom LLC | 2,814 | $72.3 萬 | 0.19% | −9−0.3% | 減碼 |
| Howland Capital Management LLC | 2,812 | $72.3 萬 | 0.03% | +14+0.5% | 加碼 |
| Investment Advisory Services Inc | 2,809 | $72.2 萬 | 0.23% | −544−16.2% | 減碼 |
| Allium Financial Advisors, LLC | 2,807 | $72.1 萬 | 0.57% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 2,806 | $72.1 萬 | 0.08% | +15+0.5% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $72.0 萬 | 0.11% | 00.0% | 不變 |
| J. Stern & Co. LLP | 719,572 | $72.0 萬 | 0.06% | +716,772+25,599.0% | 加碼 |
| UMA Financial Services, Inc. | 2,798 | $71.9 萬 | 0.10% | +215+8.3% | 加碼 |
| Smith Group Asset Management, LLC | 2,795 | $71.8 萬 | 0.04% | −967−25.7% | 減碼 |
| South Plains Financial, Inc. | 2,792 | $71.7 萬 | 0.43% | −255−8.4% | 減碼 |
| IMPACTfolio, LLC | 2,790 | $71.7 萬 | 0.30% | −139−4.7% | 減碼 |
| Trust Point Inc. | 2,789 | $71.7 萬 | 0.06% | −51−1.8% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,787 | $71.6 萬 | 0.07% | −34−1.2% | 減碼 |
| Unified Investment Management | 2,785 | $71.6 萬 | 0.72% | −78−2.7% | 減碼 |
| Sunbelt Securities, Inc. | 2,777 | $71.4 萬 | 0.05% | +10.0% | 加碼 |
| RB Capital Management, LLC | 2,773 | $71.3 萬 | 0.14% | +2+0.1% | 加碼 |
| Centennial Wealth Advisory LLC | 2,759 | $70.9 萬 | 0.19% | +244+9.7% | 加碼 |