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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 25,655 | $659.3 萬 | 5.94% | −2,230−8.0% | 減碼 |
| Miracle Mile Advisors, LLC | 25,643 | $659.0 萬 | 0.09% | +1,696+7.1% | 加碼 |
| Azzad Asset Management Inc | 25,637 | $658.8 萬 | 0.65% | +32+0.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 25,597 | $657.8 萬 | 0.07% | −16−0.1% | 減碼 |
| Midwest Professional Planners, LTD. | 25,467 | $654.5 萬 | 1.55% | +639+2.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 25,454 | $654.1 萬 | 0.08% | −123−0.5% | 減碼 |
| Fulton Bank, N.A. | 25,408 | $653.0 萬 | 0.23% | −610−2.3% | 減碼 |
| RSM US Wealth Management LLC | 25,115 | $652.9 萬 | 0.08% | −42−0.2% | 減碼 |
| Peak Planning Group, LLC | 25,263 | $649.2 萬 | 1.82% | +22,776+915.8% | 加碼 |
| Regions Financial Corp | 25,134 | $645.9 萬 | 0.04% | −2,195−8.0% | 減碼 |
| Ssa Swiss Advisors AG | 24,902 | $645.7 萬 | 3.01% | 00.0% | 不變 |
| Choate Investment Advisors | 25,079 | $644.5 萬 | 0.13% | −1,770−6.6% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 24,970 | $641.7 萬 | 1.16% | −148−0.6% | 減碼 |
| Bonness Enterprises Inc | 24,776 | $636.7 萬 | 2.20% | −2,060−7.7% | 減碼 |
| La Banque Postale Asset Management SA | 24,662 | $633.8 萬 | 0.07% | −108,343−81.5% | 減碼 |
| Jacobi Capital Management LLC | 24,656 | $633.6 萬 | 0.37% | −421−1.7% | 減碼 |
| Saranac Partners Ltd | 24,487 | $631.6 萬 | 2.47% | +900+3.8% | 加碼 |
| LOM Asset Management Ltd | 24,489 | $629.3 萬 | 1.82% | −283−1.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,011 | $617.0 萬 | 0.11% | −1,275−5.0% | 減碼 |
| PKO Investment Management Joint-Stock Co | 24,000 | $616.8 萬 | 0.49% | −12,000−33.3% | 減碼 |
| Evercore Wealth Management, LLC | 23,961 | $615.8 萬 | 0.09% | −31−0.1% | 減碼 |
| TD Waterhouse Canada Inc. | 23,864 | $612.9 萬 | 0.04% | −9,313−28.1% | 減碼 |
| Churchill Financial Advisors, LLC | 23,810 | $611.9 萬 | 1.87% | +23,810 | 新進 |
| Cypress Asset Management Inc | 23,543 | $605.0 萬 | 1.33% | −86−0.4% | 減碼 |
| Philadelphia Trust Co | 23,500 | $603.9 萬 | 0.42% | −1,500−6.0% | 減碼 |
| Perigon Wealth Management, LLC | 23,395 | $601.2 萬 | 0.11% | −1,054−4.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 23,300 | $598.8 萬 | 0.07% | +12,534+116.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 23,258 | $597.7 萬 | 0.04% | +3,296+16.5% | 加碼 |
| Cumberland Partners Ltd | 23,253 | $597.6 萬 | 0.37% | −262−1.1% | 減碼 |
| Howard Capital Management Inc. | 23,171 | $595.5 萬 | 0.08% | +517+2.3% | 加碼 |
| XTX Topco Ltd | 23,014 | $591.4 萬 | 0.16% | +222+1.0% | 加碼 |
| Sciencast Management LP | 22,806 | $586.1 萬 | 0.81% | +22,806 | 新進 |
| Generali Investments, Management Co LLC | 22,789 | $585.7 萬 | 1.17% | +13,001+132.8% | 加碼 |
| Parallel Advisors, LLC | 22,736 | $584.3 萬 | 0.11% | +1,177+5.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 22,722 | $583.9 萬 | 0.37% | +335+1.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 22,544 | $579.4 萬 | 0.44% | +1,513+7.2% | 加碼 |
| Shayne & Co., LLC | 22,495 | $578.1 萬 | 1.75% | −25−0.1% | 減碼 |
| BKD Wealth Advisors, LLC | 22,468 | $577.4 萬 | 0.11% | −1,042−4.4% | 減碼 |
| Johnson Investment Counsel Inc | 22,440 | $576.7 萬 | 0.05% | −1,811−7.5% | 減碼 |
| Boston Private Wealth LLC | 22,422 | $576.2 萬 | 0.34% | −1,826−7.5% | 減碼 |
| Smithfield Trust Co | 22,419 | $576.0 萬 | 0.25% | +19+0.1% | 加碼 |
| Jag Capital Management, LLC | 22,333 | $573.9 萬 | 0.62% | −41−0.2% | 減碼 |
| Silver Lake Advisory, LLC | 22,295 | $573.0 萬 | 2.22% | −199−0.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 22,114 | $568.3 萬 | 0.10% | −7,103−24.3% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $568.1 萬 | 3.48% | −151−0.7% | 減碼 |
| Perennial Advisors, LLC | 21,868 | $562.0 萬 | 0.94% | −616−2.7% | 減碼 |
| Group One Trading, L.P. | 21,809 | $560.5 萬 | 0.17% | −16,703−43.4% | 減碼 |
| Scott & Selber, Inc. | 21,706 | $557.8 萬 | 1.40% | −772−3.4% | 減碼 |
| Securian Asset Management, Inc | 21,662 | $556.7 萬 | 0.21% | −17,094−44.1% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $555.1 萬 | 0.16% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 21,579 | $554.5 萬 | 0.18% | +105+0.5% | 加碼 |
| MUFG Securities Americas Inc. | 21,462 | $551.6 萬 | 0.34% | −178−0.8% | 減碼 |
| Conning Inc. | 21,403 | $550.0 萬 | 0.18% | −8,956−29.5% | 減碼 |
| Asset One Wealth Management LLC | 16,729 | $549.4 萬 | 0.75% | +16,729 | 新進 |
| Bank Ozk | 21,315 | $547.8 萬 | 1.93% | −350−1.6% | 減碼 |
| Wahed Invest LLC | 21,118 | $542.7 萬 | 0.72% | −832−3.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $542.5 萬 | 0.35% | 00.0% | 不變 |
| Marco Investment Management LLC | 21,103 | $542.3 萬 | 0.41% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 21,057 | $541.1 萬 | 0.12% | +6,165+41.4% | 加碼 |
| Pflug Koory, LLC | 21,022 | $540.2 萬 | 2.52% | −1,782−7.8% | 減碼 |
| Dnca Finance | 21,000 | $539.7 萬 | 0.31% | +500+2.4% | 加碼 |
| Maplelane Capital, LLC | 21,000 | $539.7 萬 | 0.31% | +21,000 | 新進 |
| Eagle Capital Management, LLC | 20,679 | $531.4 萬 | 1.93% | −235−1.1% | 減碼 |
| AustralianSuper Pty Ltd | 20,605 | $529.5 萬 | 0.02% | −204,302−90.8% | 減碼 |
| SFE Investment Counsel | 20,593 | $529.2 萬 | 0.83% | −411−2.0% | 減碼 |
| Romano Brothers and Company | 20,502 | $526.9 萬 | 0.60% | −555−2.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 20,481 | $526.3 萬 | 0.05% | −719−3.4% | 減碼 |
| English Capital Management LLC | 20,420 | $524.8 萬 | 3.28% | 00.0% | 不變 |
| Intact Investment Management Inc. | 20,400 | $524.3 萬 | 0.15% | −2,900−12.4% | 減碼 |
| Zurich Insurance Group Ltd | 20,386 | $523.9 萬 | 0.04% | 00.0% | 不變 |
| MIG Capital, LLC | 20,359 | $523.2 萬 | 0.89% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 20,229 | $519.9 萬 | 1.13% | −196−1.0% | 減碼 |
| Cullen Capital Management LLC | 20,110 | $516.8 萬 | 0.06% | −2,083−9.4% | 減碼 |
| Kidder Stephen W | 20,075 | $515.9 萬 | 1.45% | +8,068+67.2% | 加碼 |
| Dakota Wealth Management | 20,073 | $515.9 萬 | 0.09% | +3,208+19.0% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 19,797 | $514.7 萬 | 0.49% | +155+0.8% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 19,822 | $509.4 萬 | 5.12% | −1,008−4.8% | 減碼 |
| Glass Wealth Management Co LLC | 19,752 | $507.6 萬 | 2.08% | +2,245+12.8% | 加碼 |
| Engineers Gate Manager LP | 19,668 | $505.4 萬 | 0.06% | +12,781+185.6% | 加碼 |
| Savant Capital, LLC | 19,663 | $505.3 萬 | 0.03% | +595+3.1% | 加碼 |
| GAMMA Investing LLC | 19,530 | $501.9 萬 | 0.25% | +2,731+16.3% | 加碼 |
| Hudson Bay Capital Management LP | 19,511 | $501.4 萬 | 0.03% | −2,712−12.2% | 減碼 |
| Bill Few Associates, Inc. | 19,505 | $501.3 萬 | 1.23% | +114+0.6% | 加碼 |
| Meeder Advisory Services, Inc. | 19,493 | $500.9 萬 | 0.22% | +1,850+10.5% | 加碼 |
| Conscious Wealth Investments, LLC | 16,456 | $500.1 萬 | 3.00% | −6,005−26.7% | 減碼 |
| Boston Common Asset Management, LLC | 19,417 | $499.0 萬 | 0.30% | +16,981+697.1% | 加碼 |
| FineMark National Bank & Trust | 19,390 | $498.3 萬 | 0.16% | −662−3.3% | 減碼 |
| Alpha Cubed Investments, LLC | 19,354 | $497.4 萬 | 0.17% | −276−1.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,300 | $496.0 萬 | 2.42% | +2,800+17.0% | 加碼 |
| Institute for Wealth Management, LLC. | 19,294 | $495.8 萬 | 0.53% | −392−2.0% | 減碼 |
| Hohimer Wealth Management, LLC | 19,135 | $491.7 萬 | 0.66% | −18−0.1% | 減碼 |
| BBR Partners, LLC | 19,134 | $491.7 萬 | 0.26% | −73−0.4% | 減碼 |
| ARS Investment Partners, LLC | 19,019 | $488.8 萬 | 0.29% | +99+0.5% | 加碼 |
| Liberty Wealth Management LLC | 18,950 | $487.0 萬 | 0.63% | +31+0.2% | 加碼 |
| Mather Group, LLC. | 18,853 | $484.5 萬 | 0.05% | −2,190−10.4% | 減碼 |
| SP Asset Management LLC | 18,832 | $484.0 萬 | 0.38% | −1,067−5.4% | 減碼 |
| Koshinski Asset Management, Inc. | 18,788 | $482.8 萬 | 0.31% | −882−4.5% | 減碼 |
| Beech Hill Advisors, Inc. | 18,781 | $482.6 萬 | 2.31% | −2,378−11.2% | 減碼 |
| Fruth Investment Management | 18,725 | $481.2 萬 | 1.30% | −50−0.3% | 減碼 |
| Exchange Traded Concepts, LLC | 18,664 | $479.6 萬 | 0.04% | −2,750−12.8% | 減碼 |