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 |
|---|---|---|---|---|---|
| Tema ETFs LLC | 18,583 | $477.6 萬 | 0.37% | +6,108+49.0% | 加碼 |
| Progressive Investment Management Corp | 18,549 | $476.7 萬 | 1.14% | −113−0.6% | 減碼 |
| IFP Advisors, Inc | 18,518 | $475.9 萬 | 0.11% | +1,555+9.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 18,505 | $475.6 萬 | 0.32% | +8,347+82.2% | 加碼 |
| WSFS Capital Management, LLC | 18,405 | $473.0 萬 | 0.23% | +600+3.4% | 加碼 |
| Modern Wealth Management, LLC | 18,404 | $473.0 萬 | 0.09% | +752+4.3% | 加碼 |
| Change Path, LLC | 18,364 | $471.9 萬 | 0.11% | −2,847−13.4% | 減碼 |
| Summit Trail Advisors, LLC | 18,251 | $469.0 萬 | 0.08% | −4,674−20.4% | 減碼 |
| Processus Wealth & Capital Management, LLC | 18,247 | $468.9 萬 | 3.09% | −81−0.4% | 減碼 |
| Annex Advisory Services, LLC | 17,968 | $461.8 萬 | 0.09% | +4,770+36.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 17,890 | $459.8 萬 | 0.43% | 00.0% | 不變 |
| Signaturefd, LLC | 17,840 | $458.5 萬 | 0.07% | +511+2.9% | 加碼 |
| Droms Strauss Advisors Inc | 17,820 | $458.0 萬 | 1.20% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 17,749 | $456.1 萬 | 1.22% | +649+3.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $453.0 萬 | 0.34% | 00.0% | 不變 |
| Howe & Rusling Inc | 17,622 | $452.9 萬 | 0.30% | −188−1.1% | 減碼 |
| Cambient Family Office, LLC | 17,502 | $449.8 萬 | 0.64% | +17,502 | 新進 |
| Foster & Motley Inc | 17,477 | $449.1 萬 | 0.24% | −304−1.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 17,388 | $446.9 萬 | 0.05% | −53,302−75.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 17,350 | $445.9 萬 | 1.44% | −180−1.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,346 | $445.8 萬 | 0.76% | +482+2.9% | 加碼 |
| Skopos Labs, Inc. | 16,946 | $445.7 萬 | 0.21% | +6,739+66.0% | 加碼 |
| M&G Plc | 17,265 | $443.7 萬 | 0.02% | −91−0.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 13,757 | $443.7 萬 | 0.63% | −1,040−7.0% | 減碼 |
| Marathon Wealth Advisors LLC | 17,249 | $443.3 萬 | 1.76% | +17,249 | 新進 |
| Tandem Capital Management Corp | 17,241 | $443.1 萬 | 2.02% | −881−4.9% | 減碼 |
| Wright Investors Service Inc | 17,176 | $441.4 萬 | 1.33% | −62−0.4% | 減碼 |
| Sphera Management Technology Funds Ltd | 17,150 | $440.7 萬 | 2.31% | +5,200+43.5% | 加碼 |
| Havemeyer Place LP | 16,984 | $436.5 萬 | 0.86% | +16,984 | 新進 |
| Founders Capital Management | 16,944 | $435.5 萬 | 2.26% | +170+1.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 16,931 | $435.1 萬 | 0.07% | −113−0.7% | 減碼 |
| LaFleur & Godfrey LLC | 16,909 | $434.5 萬 | 0.53% | −426−2.5% | 減碼 |
| St Germain D J Co Inc | 16,881 | $433.8 萬 | 0.17% | −37−0.2% | 減碼 |
| ISAM Funds (UK) Ltd | 16,863 | $433.4 萬 | 1.56% | +16,863 | 新進 |
| NVWM, LLC | 16,823 | $432.3 萬 | 0.94% | −520−3.0% | 減碼 |
| Kingsview Wealth Management, LLC | 16,811 | $432.0 萬 | 0.06% | +896+5.6% | 加碼 |
| Ballentine Partners, LLC | 16,797 | $431.7 萬 | 0.06% | +581+3.6% | 加碼 |
| Guardian Partners Inc. | 14,517 | $430.5 萬 | 0.35% | +13,344+1,137.6% | 加碼 |
| Peloton Wealth Strategists | 16,740 | $430.2 萬 | 1.67% | −6,125−26.8% | 減碼 |
| Baker Chad R | 16,530 | $429.7 萬 | 0.77% | +7,170+76.6% | 加碼 |
| Silvant Capital Management LLC | 16,589 | $426.3 萬 | 0.14% | −10,486−38.7% | 減碼 |
| Smartleaf Asset Management LLC | 16,392 | $426.2 萬 | 0.16% | +2,604+18.9% | 加碼 |
| Outfitter Financial LLC | 16,555 | $425.4 萬 | 3.35% | −415−2.4% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,450 | $422.7 萬 | 2.06% | −6,900−29.6% | 減碼 |
| Brevan Howard Capital Management LP | 16,442 | $422.5 萬 | 0.08% | +8,977+120.3% | 加碼 |
| Shoker Investment Counsel, Inc. | 16,401 | $421.5 萬 | 1.24% | −52−0.3% | 減碼 |
| Intech Investment Management LLC | 16,354 | $420.3 萬 | 0.04% | −3,590−18.0% | 減碼 |
| HighPoint Advisor Group LLC | 16,278 | $418.3 萬 | 0.09% | +1,938+13.5% | 加碼 |
| Scotia Capital Inc. | 16,187 | $416.0 萬 | 0.02% | −4,846−23.0% | 減碼 |
| TD Private Client Wealth LLC | 16,110 | $414.0 萬 | 0.09% | −5,086−24.0% | 減碼 |
| Broderick Brian C | 16,081 | $413.3 萬 | 0.78% | +3,203+24.9% | 加碼 |
| Caisse des Depots Et Consignations | 16,074 | $413.1 萬 | 0.09% | +3,249+25.3% | 加碼 |
| TCW Group Inc | 16,066 | $412.9 萬 | 0.03% | +16,066 | 新進 |
| Taproot Management LP | 16,055 | $412.6 萬 | 0.67% | +16,055 | 新進 |
| Curat Global, LLC | 16,021 | $411.7 萬 | 4.57% | −8,835−35.5% | 減碼 |
| Palisade Capital Management LLC | 16,005 | $411.3 萬 | 0.12% | −300−1.8% | 減碼 |
| Cary Street Partners Financial LLC | 15,805 | $406.2 萬 | 0.10% | −72−0.5% | 減碼 |
| Jefferies Financial Group Inc. | 15,804 | $406.1 萬 | 0.03% | −3,220−16.9% | 減碼 |
| Moors & Cabot, Inc. | 15,801 | $406.1 萬 | 0.17% | −956−5.7% | 減碼 |
| Johnson Financial Group, Inc. | 15,738 | $404.5 萬 | 0.15% | +1,608+11.4% | 加碼 |
| Fragasso Group Inc. | 15,723 | $404.1 萬 | 0.24% | −848−5.1% | 減碼 |
| Wedmont Private Capital | 13,816 | $403.7 萬 | 0.14% | +1,055+8.3% | 加碼 |
| Oak Thistle LLC | 15,677 | $402.9 萬 | 0.56% | +15,677 | 新進 |
| Anchor Investment Management, LLC | 15,629 | $401.6 萬 | 0.33% | +2,935+23.1% | 加碼 |
| Aaron Wealth Advisors | 15,562 | $399.9 萬 | 0.22% | +3,466+28.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 19,717 | $398.4 萬 | 0.37% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 15,466 | $397.4 萬 | 0.70% | +1,805+13.2% | 加碼 |
| Karani Asset Management LLC | 15,430 | $396.5 萬 | 3.48% | −771−4.8% | 減碼 |
| Cardiff Park Advisors, LLC | 15,305 | $393.3 萬 | 0.32% | 00.0% | 不變 |
| Bangor Savings Bank | 15,299 | $393.2 萬 | 0.32% | −678−4.2% | 減碼 |
| Maia Wealth LLC | 11,944 | $392.2 萬 | 0.67% | +280+2.4% | 加碼 |
| Harfst & Associates, Inc. | 15,252 | $392.0 萬 | 0.71% | −604−3.8% | 減碼 |
| Boomfish Wealth Group, LLC | 15,217 | $391.1 萬 | 2.09% | −2,050−11.9% | 減碼 |
| Atlas Capital Advisors LLC | 15,169 | $389.8 萬 | 0.43% | +15,169 | 新進 |
| Summit Financial, LLC | 15,094 | $387.9 萬 | 0.06% | −216−1.4% | 減碼 |
| Hudson Canyon Capital Management | 15,068 | $387.2 萬 | 2.26% | 00.0% | 不變 |
| Sirios Capital Management L P | 15,011 | $385.8 萬 | 0.48% | −68,053−81.9% | 減碼 |
| XML Financial, LLC | 14,933 | $383.8 萬 | 0.31% | +91+0.6% | 加碼 |
| Polymer Capital Management (US) LLC | 14,923 | $383.5 萬 | 0.50% | +12,544+527.3% | 加碼 |
| Guardian Capital LP | 14,850 | $381.6 萬 | 0.11% | −300−2.0% | 減碼 |
| RFG Advisory, LLC | 14,798 | $380.3 萬 | 0.07% | −1,025−6.5% | 減碼 |
| Chatham Capital Group, Inc. | 14,654 | $376.6 萬 | 0.54% | −845−5.5% | 減碼 |
| Simplex Trading, LLC | 14,631 | $376.0 萬 | 0.11% | +14,631 | 新進 |
| CFM Wealth Partners LLC | 14,598 | $375.2 萬 | 0.54% | −118−0.8% | 減碼 |
| Intrust Bank NA | 14,585 | $374.8 萬 | 0.31% | +530+3.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 14,579 | $374.7 萬 | 0.38% | +122+0.8% | 加碼 |
| Global Trust Asset Management, LLC | 14,559 | $374.1 萬 | 1.48% | +1,787+14.0% | 加碼 |
| Live Oak Private Wealth LLC | 14,478 | $372.1 萬 | 0.51% | −70.0% | 減碼 |
| Insight Inv LLC | 14,478 | $372.1 萬 | 2.09% | +20.0% | 加碼 |
| Tenere Capital LLC | 14,478 | $372.1 萬 | 2.88% | +14,478 | 新進 |
| Green Alpha Advisors, LLC | 14,435 | $371.0 萬 | 3.40% | −50.0% | 減碼 |
| Voya Financial Advisors, Inc. | 14,049 | $369.6 萬 | 0.35% | −936−6.2% | 減碼 |
| Plato Investment Management Ltd | 14,309 | $369.5 萬 | 0.24% | −9,121−38.9% | 減碼 |
| Alaethes Wealth LLC | 14,378 | $369.5 萬 | 1.04% | −167−1.1% | 減碼 |
| JNBA Financial Advisors | 14,364 | $369.1 萬 | 0.32% | −225−1.5% | 減碼 |
| Cullen Investment Group, Ltd. | 12,239 | $368.6 萬 | 0.48% | +12,239 | 新進 |
| Notis-McConarty Edward | 14,341 | $368.5 萬 | 1.71% | +3,963+38.2% | 加碼 |
| Ascent Group, LLC | 14,312 | $367.8 萬 | 0.13% | +584+4.3% | 加碼 |
| Central Trust Co | 14,303 | $367.6 萬 | 0.07% | −193−1.3% | 減碼 |
| Mizuho Markets Cayman LP | 14,266 | $366.6 萬 | 0.18% | +14,266 | 新進 |