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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 2,758 | $70.9 萬 | 0.19% | −300−9.8% | 減碼 |
| Laurel Oak Wealth Management, LLC | 2,758 | $70.9 萬 | 0.12% | +2,758 | 新進 |
| Canopy Partners, LLC | 2,756 | $70.8 萬 | 0.23% | +193+7.5% | 加碼 |
| Accredited Investors Inc. | 2,748 | $70.6 萬 | 0.04% | −420−13.3% | 減碼 |
| Rodgers Brothers Inc. | 2,745 | $70.5 萬 | 0.08% | −50−1.8% | 減碼 |
| Chilton Capital Management LLC | 2,745 | $70.5 萬 | 0.02% | +20+0.7% | 加碼 |
| Alps Advisors Inc | 2,740 | $70.4 萬 | 0.00% | +20+0.7% | 加碼 |
| LVW Advisors, LLC | 2,736 | $70.3 萬 | 0.07% | −930−25.4% | 減碼 |
| Cranbrook Wealth Management, LLC | 2,726 | $70.1 萬 | 0.14% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 2,717 | $69.8 萬 | 0.05% | +180+7.1% | 加碼 |
| VeraBank, N.A. | 2,713 | $69.7 萬 | 0.13% | 00.0% | 不變 |
| Wealth Effects LLC | 2,710 | $69.6 萬 | 0.22% | 00.0% | 不變 |
| Everett Harris & Co | 2,709 | $69.6 萬 | 0.01% | 00.0% | 不變 |
| Natural Investments, LLC | 2,705 | $69.5 萬 | 0.17% | +134+5.2% | 加碼 |
| Cito Capital Group, LLC | 2,700 | $69.4 萬 | 0.20% | −4,000−59.7% | 減碼 |
| Sym Financial Corp | 2,697 | $69.3 萬 | 0.07% | +53+2.0% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,680 | $68.9 萬 | 0.12% | +194+7.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,679 | $68.9 萬 | 0.02% | +1,169+77.4% | 加碼 |
| Harrell Investment Partners, LLC | 2,677 | $68.8 萬 | 0.16% | 00.0% | 不變 |
| Visionary Wealth Advisors | 2,661 | $68.4 萬 | 0.03% | −14−0.5% | 減碼 |
| Park National Corp | 2,660 | $68.4 萬 | 0.02% | +2,660 | 新進 |
| Crewe Advisors LLC | 2,659 | $68.3 萬 | 0.06% | +29+1.1% | 加碼 |
| Fox Run Management, L.L.C. | 2,657 | $68.3 萬 | 0.11% | +2,657 | 新進 |
| Valmark Advisers, Inc. | 2,650 | $68.1 萬 | 0.01% | +25+1.0% | 加碼 |
| Harbour Investments, Inc. | 2,642 | $67.9 萬 | 0.01% | +667+33.8% | 加碼 |
| 49 Wealth Management, LLC | 2,641 | $67.9 萬 | 0.06% | −252−8.7% | 減碼 |
| International Assets Investment Management, LLC | 2,617 | $67.3 萬 | 0.05% | −71−2.6% | 減碼 |
| Jessup Wealth Management, Inc | 2,606 | $67.0 萬 | 0.22% | −46−1.7% | 減碼 |
| Paradigm Financial Partners, LLC | 2,596 | $66.7 萬 | 0.07% | −162−5.9% | 減碼 |
| Principle Wealth Partners LLC | 2,590 | $66.6 萬 | 0.04% | +518+25.0% | 加碼 |
| Lewis Asset Management, LLC | 2,574 | $66.2 萬 | 0.27% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,568 | $66.0 萬 | 0.08% | +43+1.7% | 加碼 |
| Capital Management Associates, Inc | 2,744 | $65.9 萬 | 0.15% | +3+0.1% | 加碼 |
| Crawford Investment Counsel Inc | 2,563 | $65.9 萬 | 0.01% | +515+25.1% | 加碼 |
| Buckhead Capital Management LLC | 2,561 | $65.8 萬 | 0.24% | 00.0% | 不變 |
| CSS LLC | 2,560 | $65.8 萬 | 0.04% | −3,070−54.5% | 減碼 |
| Schrum Private Wealth Management LLC | 2,557 | $65.7 萬 | 0.49% | −243−8.7% | 減碼 |
| Somerset Trust Co | 2,550 | $65.5 萬 | 0.20% | −20−0.8% | 減碼 |
| Martin Capital Advisors, LLP | 2,543 | $65.4 萬 | 0.38% | +125+5.2% | 加碼 |
| BridgePort Financial Solutions, LLC | 2,532 | $65.1 萬 | 0.17% | −26−1.0% | 減碼 |
| Studio Investment Management LLC | 2,525 | $64.9 萬 | 0.12% | −181−6.7% | 減碼 |
| Tower Bridge Advisors | 2,518 | $64.7 萬 | 0.07% | −1,100−30.4% | 減碼 |
| Insight 2811, Inc. | 2,517 | $64.7 萬 | 0.29% | −8−0.3% | 減碼 |
| Corient IA LLC | 2,500 | $64.2 萬 | 0.60% | 00.0% | 不變 |
| TruNorth Capital Management, LLC | 2,500 | $64.2 萬 | 0.12% | +158+6.7% | 加碼 |
| PCG Asset Management, LLC | 2,485 | $64.1 萬 | 0.51% | −150−5.7% | 減碼 |
| Income Insurance Ltd | 2,494 | $64.1 萬 | 0.42% | +2,494 | 新進 |
| B&L Asset Management LLC | 2,485 | $63.9 萬 | 0.29% | +141+6.0% | 加碼 |
| Sivia Capital Partners, LLC | 2,483 | $63.8 萬 | 0.13% | −17−0.7% | 減碼 |
| Simon Quick Advisors, LLC | 2,480 | $63.7 萬 | 0.03% | +233+10.4% | 加碼 |
| AGH Wealth Advisors, LLC | 2,464 | $63.3 萬 | 0.48% | +147+6.3% | 加碼 |
| Souders Financial Advisors | 2,445 | $62.8 萬 | 0.07% | +1,248+104.3% | 加碼 |
| Regal Investment Advisors LLC | 2,441 | $62.7 萬 | 0.04% | +2,441 | 新進 |
| Leuthold Group, LLC | 2,438 | $62.7 萬 | 0.07% | +27+1.1% | 加碼 |
| Resonant Capital Advisors, LLC | 2,435 | $62.6 萬 | 0.03% | +70+3.0% | 加碼 |
| Haven Private, LLC | 2,434 | $62.5 萬 | 0.27% | +151+6.6% | 加碼 |
| Princeton Global Asset Management LLC | 2,433 | $62.5 萬 | 0.10% | +1,884+343.2% | 加碼 |
| Cromwell Holdings LLC | 2,432 | $62.5 萬 | 0.34% | 00.0% | 不變 |
| Brookwood Investment Group LLC | 2,421 | $62.2 萬 | 0.07% | −5−0.2% | 減碼 |
| Vaughan David Investments LLC | 2,418 | $62.1 萬 | 0.01% | −2−0.1% | 減碼 |
| Advus Financial Partners, LLC | 2,415 | $62.1 萬 | 0.15% | +14+0.6% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,411 | $62.0 萬 | 0.13% | −482−16.7% | 減碼 |
| Versant Capital Management, Inc | 2,406 | $61.8 萬 | 0.08% | +23+1.0% | 加碼 |
| MJP Associates Inc | 2,404 | $61.8 萬 | 0.08% | −420−14.9% | 減碼 |
| Clear Street Markets LLC | 2,397 | $61.6 萬 | 0.11% | +2,127+787.8% | 加碼 |
| Gallacher Capital Management LLC | 2,396 | $61.6 萬 | 0.24% | −21−0.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,396 | $61.6 萬 | 0.02% | +368+18.1% | 加碼 |
| Forza Wealth Management, LLC | 2,392 | $61.5 萬 | 0.22% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 2,386 | $61.3 萬 | 0.05% | −386−13.9% | 減碼 |
| Banque Transatlantique SA | 2,382 | $61.3 萬 | 0.01% | +2,382 | 新進 |
| MV Capital Management, Inc. | 2,382 | $61.2 萬 | 0.06% | +4+0.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,374 | $61.0 萬 | 0.04% | −9−0.4% | 減碼 |
| Mengis Capital Management, Inc. | 2,371 | $60.9 萬 | 0.11% | −100−4.0% | 減碼 |
| Thomasville National Bank | 2,367 | $60.8 萬 | 0.04% | −303−11.3% | 減碼 |
| Summit Wealth Group LLC | 2,359 | $60.6 萬 | 0.08% | −3,426−59.2% | 減碼 |
| Onefund, LLC | 2,355 | $60.5 萬 | 0.36% | +130+5.8% | 加碼 |
| Expressive Wealth LLC | 2,332 | $59.9 萬 | 0.65% | +2,332 | 新進 |
| Abel Hall, LLC | 2,328 | $59.8 萬 | 0.14% | +2,328 | 新進 |
| Wall Street Financial Group, Inc. | 2,326 | $59.8 萬 | 0.44% | +176+8.2% | 加碼 |
| Grant Private Wealth Management Inc | 2,318 | $59.6 萬 | 0.36% | −5−0.2% | 減碼 |
| Daviman Financial, LLC | 2,310 | $59.4 萬 | 0.35% | +2,310 | 新進 |
| DLK Investment Management, LLC | 2,308 | $59.3 萬 | 0.22% | −37−1.6% | 減碼 |
| One Wealth Advisors, LLC | 2,308 | $59.3 萬 | 0.07% | +939+68.6% | 加碼 |
| First Heartland Consultants, Inc. | 2,308 | $59.3 萬 | 0.04% | −84−3.5% | 減碼 |
| Laurion Capital Management LP | 2,300 | $59.1 萬 | 0.04% | −9,300−80.2% | 減碼 |
| Affinity Investment Advisors, LLC | 2,298 | $59.1 萬 | 0.39% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 2,296 | $59.0 萬 | 0.08% | −1,748−43.2% | 減碼 |
| 1st Source Bank | 2,295 | $59.0 萬 | 0.03% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,293 | $58.9 萬 | 0.01% | +2,293 | 新進 |
| Opes Wealth Management LLC | 2,292 | $58.9 萬 | 0.10% | 00.0% | 不變 |
| Peoples Bank | 2,291 | $58.9 萬 | 0.37% | +8+0.4% | 加碼 |
| Midwest Financial Group LLC | 2,278 | $58.5 萬 | 0.26% | +5+0.2% | 加碼 |
| Aviso Financial Inc. | 2,267 | $58.3 萬 | 0.02% | +2,261+37,683.3% | 加碼 |
| Signal Advisors Wealth, LLC | 2,258 | $58.0 萬 | 0.05% | +763+51.0% | 加碼 |
| Pictet & Cie (Europe) SA | 2,261 | $57.9 萬 | 0.01% | +80+3.7% | 加碼 |
| Kaizen Financial Strategies | 2,243 | $57.7 萬 | 0.25% | −326−12.7% | 減碼 |
| Capital Advantage, Inc. | 2,243 | $57.6 萬 | 0.08% | −188−7.7% | 減碼 |
| Trust Co of Kansas | 2,236 | $57.5 萬 | 0.26% | −395−15.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,232 | $57.4 萬 | 0.04% | −166−6.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,717 | $57.1 萬 | 0.01% | +92+5.7% | 加碼 |