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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 35,164 | $903.7 萬 | 0.03% | −9,336−21.0% | 減碼 |
| LMR Partners LLP | 35,003 | $899.5 萬 | 0.09% | −199,303−85.1% | 減碼 |
| Citizens National Bank Trust Department | 34,994 | $899.3 萬 | 1.55% | −801−2.2% | 減碼 |
| Morningstar Investment Management LLC | 34,784 | $893.9 萬 | 0.53% | −14,999−30.1% | 減碼 |
| First Foundation Advisors | 34,653 | $890.5 萬 | 0.34% | −4,218−10.9% | 減碼 |
| Petredis Investment Advisors LLC | 34,559 | $888.1 萬 | 0.70% | −454−1.3% | 減碼 |
| Hall Laurie J Trustee | 34,523 | $887.2 萬 | 2.95% | −565−1.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 34,452 | $885.4 萬 | 0.63% | −5,030−12.7% | 減碼 |
| Carret Asset Management, LLC | 34,358 | $883.0 萬 | 0.84% | −558−1.6% | 減碼 |
| QV Investors Inc. | 34,170 | $878.1 萬 | 0.72% | −24,900−42.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 34,100 | $876.3 萬 | 0.07% | +7,850+29.9% | 加碼 |
| HB Wealth Management, LLC | 34,023 | $874.4 萬 | 0.06% | +1,840+5.7% | 加碼 |
| Polar Asset Management Partners Inc. | 34,020 | $874.3 萬 | 0.17% | +34,020 | 新進 |
| S-Bank Fund Management Ltd | 34,000 | $873.8 萬 | 1.13% | +10,000+41.7% | 加碼 |
| Sawgrass Asset Management LLC | 33,787 | $868.3 萬 | 1.09% | −13,585−28.7% | 減碼 |
| Metis Global Partners, LLC | 33,545 | $862.1 萬 | 0.20% | −3,005−8.2% | 減碼 |
| Stephens Inc | 32,956 | $857.2 萬 | 0.11% | −5,337−13.9% | 減碼 |
| Glenview Trust Co | 32,935 | $846.4 萬 | 0.13% | +808+2.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 32,920 | $846.0 萬 | 0.01% | +2,462+8.1% | 加碼 |
| Siemens Fonds Invest GmbH | 32,488 | $844.6 萬 | 0.45% | −1,348−4.0% | 減碼 |
| Delta Financial Advisors LLC | 32,726 | $841.0 萬 | 2.19% | −607−1.8% | 減碼 |
| Rench Wealth Management, Inc. | 32,712 | $840.7 萬 | 2.48% | −851−2.5% | 減碼 |
| Woodstock Corp | 32,534 | $836.1 萬 | 0.72% | −206−0.6% | 減碼 |
| Advanced Asset Management Advisors Inc | 32,300 | $830.1 萬 | 2.27% | −23,700−42.3% | 減碼 |
| Hel Ved Capital Management Ltd | 32,245 | $828.7 萬 | 2.86% | +32,245 | 新進 |
| SevenBridge Financial Group, LLC | 25,697 | $820.9 萬 | 1.32% | −185−0.7% | 減碼 |
| Everence Capital Management Inc | 31,873 | $819.1 萬 | 0.48% | +1,014+3.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 31,844 | $818.4 萬 | 0.12% | −9,930−23.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 31,697 | $814.6 萬 | 0.36% | +1,298+4.3% | 加碼 |
| Vestcor Inc | 31,592 | $811.9 萬 | 0.23% | +10,849+52.3% | 加碼 |
| Night Squared LP | 31,550 | $810.8 萬 | 2.29% | +6,035+23.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 31,377 | $806.3 萬 | 0.28% | +1,649+5.5% | 加碼 |
| Citizens Financial Group Inc | 31,280 | $803.9 萬 | 0.11% | −5,057−13.9% | 減碼 |
| Two Sigma Investments, LP | 30,991 | $796.4 萬 | 0.01% | +7,391+31.3% | 加碼 |
| Gold Investment Management Ltd. | 30,938 | $795.1 萬 | 2.54% | −364−1.2% | 減碼 |
| Dark Forest Capital Management LP | 30,731 | $789.8 萬 | 0.36% | +8,965+41.2% | 加碼 |
| Clark Capital Management Group, Inc. | 30,726 | $789.6 萬 | 0.05% | +3,560+13.1% | 加碼 |
| Professional Advisory Services Inc | 30,700 | $789.0 萬 | 1.02% | −8,874−22.4% | 減碼 |
| Kinneret Advisory, LLC | 30,656 | $787.8 萬 | 0.67% | −839−2.7% | 減碼 |
| Red Spruce Capital, LLC | 30,510 | $784.1 萬 | 3.13% | +500+1.7% | 加碼 |
| Diversified Trust Co | 30,418 | $781.7 萬 | 0.14% | −5,335−14.9% | 減碼 |
| Callan Family Office, LLC | 30,400 | $781.2 萬 | 0.17% | +12,370+68.6% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 30,230 | $776.9 萬 | 1.70% | −86−0.3% | 減碼 |
| Bailard, Inc. | 30,142 | $774.6 萬 | 0.17% | +479+1.6% | 加碼 |
| Leelyn Smith, LLC | 30,129 | $774.3 萬 | 1.12% | −1,471−4.7% | 減碼 |
| Alight Capital Management LP | 30,000 | $771.0 萬 | 2.07% | −20,000−40.0% | 減碼 |
| Axxcess Wealth Management, LLC | 29,968 | $770.2 萬 | 0.14% | −1,520−4.8% | 減碼 |
| Midway Capital Research & Management | 29,777 | $765.2 萬 | 7.46% | +29,777 | 新進 |
| Global Retirement Partners, LLC | 29,684 | $762.8 萬 | 0.14% | +9,067+44.0% | 加碼 |
| Plimoth Trust Co LLC | 29,576 | $760.1 萬 | 1.69% | −5,088−14.7% | 減碼 |
| Guinness Atkinson Asset Management Inc | 28,840 | $758.6 萬 | 3.57% | −1,887−6.1% | 減碼 |
| Palmer Knight Co | 29,407 | $755.7 萬 | 3.97% | −5,967−16.9% | 減碼 |
| Kelly Lawrence W & Associates Inc | 29,163 | $749.5 萬 | 1.82% | −4,275−12.8% | 減碼 |
| Capital International Sarl | 29,160 | $749.4 萬 | 0.12% | +11,427+64.4% | 加碼 |
| Allworth Financial LP | 29,084 | $747.4 萬 | 0.03% | −515−1.7% | 減碼 |
| Somerville Kurt F | 29,058 | $746.8 萬 | 1.27% | +11,634+66.8% | 加碼 |
| Osmosis Investment Management UK Ltd | 28,952 | $744.0 萬 | 0.19% | +28,952 | 新進 |
| First Community Trust NA | 28,852 | $741.5 萬 | 5.53% | −9,372−24.5% | 減碼 |
| Burr Financial Services, LLC | 28,739 | $738.6 萬 | 5.53% | +465+1.6% | 加碼 |
| RBA Wealth Management, LLC | 28,713 | $737.9 萬 | 2.50% | −116−0.4% | 減碼 |
| Ingalls & Snyder LLC | 28,542 | $733.5 萬 | 0.27% | −96−0.3% | 減碼 |
| Fort Sheridan Advisors LLC | 28,503 | $732.5 萬 | 0.93% | +107+0.4% | 加碼 |
| Empirical Finance, LLC | 28,479 | $731.9 萬 | 0.35% | −1,261−4.2% | 減碼 |
| Advisors Asset Management, Inc. | 28,319 | $727.8 萬 | 0.12% | −3,657−11.4% | 減碼 |
| Argonautica Private Wealth Management, Inc | 28,273 | $726.6 萬 | 2.13% | −1,417−4.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 28,204 | $724.8 萬 | 0.25% | +1,405+5.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 28,192 | $724.5 萬 | 1.09% | −243−0.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 28,079 | $721.6 萬 | 0.27% | +1,186+4.4% | 加碼 |
| Advisory Resource Group | 27,991 | $719.3 萬 | 1.27% | −3,273−10.5% | 減碼 |
| HGK Asset Management Inc | 27,878 | $716.4 萬 | 1.06% | −11,434−29.1% | 減碼 |
| Patton Fund Management, Inc. | 27,829 | $715.2 萬 | 0.96% | +26,377+1,816.6% | 加碼 |
| Colonial Trust Co | 27,753 | $713.2 萬 | 0.95% | −598−2.1% | 減碼 |
| Northwest Bancshares, Inc. | 27,747 | $713.1 萬 | 1.38% | −5,704−17.1% | 減碼 |
| North Dakota State Investment Board | 27,507 | $706.9 萬 | 0.26% | +27,507 | 新進 |
| Commerzbank Aktiengesellschaft | 27,448 | $705.4 萬 | 0.14% | −4,063−12.9% | 減碼 |
| Capital Asset Advisory Services LLC | 23,772 | $703.7 萬 | 0.28% | −3,800−13.8% | 減碼 |
| Phraction Management LLC | 27,354 | $703.0 萬 | 1.89% | −66−0.2% | 減碼 |
| Apollon Wealth Management, LLC | 27,224 | $699.6 萬 | 0.12% | +436+1.6% | 加碼 |
| BDF-Gestion | 27,187 | $698.7 萬 | 0.86% | −1,812−6.2% | 減碼 |
| Baader Bank INC | 27,048 | $695.0 萬 | 0.58% | −19,433−41.8% | 減碼 |
| Hendley & Co Inc | 26,847 | $689.9 萬 | 2.47% | −4,244−13.7% | 減碼 |
| Coldstream Capital Management Inc | 26,833 | $689.6 萬 | 0.09% | −1,334−4.7% | 減碼 |
| Greenleaf Trust | 26,808 | $688.9 萬 | 0.06% | +95+0.4% | 加碼 |
| LGT Fund Management Co Ltd. | 26,372 | $685.6 萬 | 0.54% | +8,298+45.9% | 加碼 |
| Family Legacy, Inc. | 26,419 | $678.9 萬 | 2.03% | −355−1.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 26,407 | $678.6 萬 | 0.34% | −1,806−6.4% | 減碼 |
| Quadrant Capital Group LLC | 26,362 | $677.5 萬 | 0.20% | +390+1.5% | 加碼 |
| Farther Finance Advisors, LLC | 26,212 | $673.6 萬 | 0.07% | +10,564+67.5% | 加碼 |
| GTS Securities LLC | 26,087 | $670.4 萬 | 0.23% | +2,274+9.5% | 加碼 |
| CAPROCK Group, Inc. | 26,045 | $669.3 萬 | 0.14% | +953+3.8% | 加碼 |
| Soltis Investment Advisors LLC | 26,044 | $669.3 萬 | 0.44% | −386−1.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 26,032 | $669.0 萬 | 0.08% | +2,258+9.5% | 加碼 |
| Himension Fund | 26,014 | $668.5 萬 | 0.41% | −12,499−32.5% | 減碼 |
| Independent Advisor Alliance | 25,962 | $667.2 萬 | 0.16% | −684−2.6% | 減碼 |
| Park Avenue Securities LLC | 25,928 | $666.3 萬 | 0.06% | +276+1.1% | 加碼 |
| Occidental Asset Management, LLC | 25,923 | $666.2 萬 | 0.80% | +364+1.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 25,851 | $664.3 萬 | 0.94% | +45+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 25,758 | $661.9 萬 | 0.29% | +1,041+4.2% | 加碼 |
| Arkadios Wealth Advisors | 25,748 | $661.7 萬 | 0.13% | +3,669+16.6% | 加碼 |
| Puzo Michael J | 25,723 | $661.1 萬 | 1.80% | +8,511+49.4% | 加碼 |