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、3 筆賣出；2026 年第 2 季末有 3,518 家機構在 13F 申報持有，市值合計 $4,776 億；Coatue、老虎環球等 8 位大師持有。
2026 年第 1 季 13F 持有人
Applied Materials Inc 在 2026/3/31 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
- 2,955
- 較 2025 年第 4 季 +355 家
- 持有股數
- 6.43 億
- 較 2025 年第 4 季 +7,171 萬 (+12.5%)
- 總市值
- $2,190 億
- 較 2025 年第 4 季 +$722.3 億 (+49.2%)
- 新進機構
- 465
- 另有 976 家加碼
- 清倉機構
- 110
- 另有 1,162 家減碼
另有 45 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 3,518 | $4,776 億 |
| 2026 年第 1 季 | 2,955 | $2,193 億 |
| 2025 年第 4 季 | 2,645 | $1,706 億 |
| 2025 年第 3 季 | 2,362 | $1,306 億 |
| 2025 年第 2 季 | 2,324 | $1,157 億 |
| 2025 年第 1 季 | 2,166 | $918.0 億 |
| 2024 年第 4 季 | 2,240 | $1,053 億 |
| 2024 年第 3 季 | 2,216 | $1,335 億 |
| 2024 年第 2 季 | 2,286 | $1,577 億 |
| 2024 年第 1 季 | 2,221 | $1,403 億 |
| 2023 年第 4 季 | 2,034 | $1,115 億 |
| 2023 年第 3 季 | 1,852 | $929.9 億 |
| 2023 年第 2 季 | 1,830 | $965.4 億 |
| 2023 年第 1 季 | 1,761 | $842.3 億 |
| 2022 年第 4 季 | 1,685 | $654.7 億 |
| 2022 年第 3 季 | 1,561 | $546.4 億 |
| 2022 年第 2 季 | 1,631 | $604.4 億 |
| 2022 年第 1 季 | 1,781 | $901.5 億 |
| 2021 年第 4 季 | 1,846 | $1,109 億 |
| 2021 年第 3 季 | 1,638 | $901.1 億 |
| 2021 年第 2 季 | 1,648 | $1,014 億 |
| 2021 年第 1 季 | 1,596 | $983.0 億 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,974,833 | $269.9 億 | 0.47% | +3,715,744+4.9% | 加碼 |
| Vanguard Capital Management LLC | 51,577,799 | $176.3 億 | 0.44% | +51,577,799 | 新進 |
| State Street Corp | 37,506,950 | $128.2 億 | 0.44% | −423,673−1.1% | 減碼 |
| Capital Research Global Investors | 29,455,424 | $100.7 億 | 1.56% | −3,251,625−9.9% | 減碼 |
| Invesco Ltd. | 26,365,590 | $90.1 億 | 0.88% | +482,042+1.9% | 加碼 |
| Geode Capital Management, LLC | 21,921,798 | $74.8 億 | 0.47% | +3,313,100+17.8% | 加碼 |
| Vanguard Portfolio Management LLC | 17,261,696 | $59.0 億 | 0.31% | +17,261,696 | 新進 |
| Morgan Stanley | 11,843,881 | $40.5 億 | 0.24% | +373,046+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 9,997,208 | $34.2 億 | 0.71% | −691,024−6.5% | 減碼 |
| Ameriprise Financial Inc | 8,942,024 | $30.6 億 | 0.71% | −1,351,228−13.1% | 減碼 |
| Northern Trust Corp | 8,788,352 | $30.0 億 | 0.40% | −209,575−2.3% | 減碼 |
| Bank of New York Mellon Corp | 8,599,639 | $29.4 億 | 0.54% | −346,201−3.9% | 減碼 |
| Goldman Sachs Group Inc | 7,861,728 | $26.9 億 | 0.35% | +1,165,983+17.4% | 加碼 |
| Van Eck Associates Corp | 6,639,720 | $22.7 億 | 1.70% | −1,206,682−15.4% | 減碼 |
| Amundi | 6,561,331 | $22.4 億 | 0.61% | +312,789+5.0% | 加碼 |
| Deutsche Bank AG | 6,494,721 | $22.2 億 | 0.73% | +70,248+1.1% | 加碼 |
| Legal & General Group Plc | 6,411,792 | $21.9 億 | 0.51% | +39,373+0.6% | 加碼 |
| FMR LLC | 6,397,824 | $21.9 億 | 0.12% | +1,563,235+32.3% | 加碼 |
| Sanders Capital, LLC | 6,175,172 | $21.1 億 | 2.51% | −2,660,789−30.1% | 減碼 |
| Price T Rowe Associates Inc | 6,062,925 | $20.7 億 | 0.24% | +678,669+12.6% | 加碼 |
| Nuveen, LLC | 6,000,931 | $20.5 億 | 0.56% | −1,673,493−21.8% | 減碼 |
| Bank of America Corp | 5,385,603 | $18.4 億 | 0.13% | −1,483,627−21.6% | 減碼 |
| Coatue Management LLC大師Coatue | 5,248,202 | $17.9 億 | 6.17% | −736,130−12.3% | 減碼 |
| Charles Schwab Investment Management Inc | 4,937,561 | $16.9 億 | 0.26% | +55,352+1.1% | 加碼 |
| JPMorgan Chase & Co | 4,924,855 | $15.9 億 | 0.11% | +1,451,119+41.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,547,975 | $15.5 億 | 1.42% | +493,705+12.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 4,499,310 | $15.4 億 | 0.39% | +4,499,310 | 新進 |
| Barclays PLC | 4,339,735 | $14.8 億 | 0.53% | −712,592−14.1% | 減碼 |
| Alliancebernstein L.P. | 5,466,276 | $14.0 億 | 0.45% | −955,909−14.9% | 減碼 |
| American Century Companies Inc | 3,543,844 | $12.1 億 | 0.62% | −84,753−2.3% | 減碼 |
| UBS Group AG | 3,215,855 | $11.0 億 | 0.20% | −200,661−5.9% | 減碼 |
| Franklin Resources Inc | 3,004,192 | $10.3 億 | 0.25% | −176,691−5.6% | 減碼 |
| Parnassus Investments | 2,982,230 | $10.2 億 | 2.99% | −244,915−7.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,852,647 | $9.74 億 | 0.20% | −57,101−2.0% | 減碼 |
| Swedbank AB | 2,837,124 | $9.70 億 | 1.02% | −126,794−4.3% | 減碼 |
| Pictet Asset Management Holding SA | 2,802,843 | $9.58 億 | 1.01% | −43,957−1.5% | 減碼 |
| Boston Partners | 2,728,418 | $9.34 億 | 0.98% | −45,905−1.7% | 減碼 |
| First Trust Advisors LP | 2,589,257 | $8.85 億 | 0.63% | −426,201−14.1% | 減碼 |
| Citigroup Inc | 2,483,296 | $8.49 億 | 0.54% | +329,448+15.3% | 加碼 |
| Swiss National Bank | 2,327,100 | $7.95 億 | 0.46% | +144,100+6.6% | 加碼 |
| Royal Bank of Canada | 2,276,567 | $7.78 億 | 0.15% | −517,982−18.5% | 減碼 |
| Capital International Investors | 2,259,191 | $7.72 億 | 0.18% | −1,514,932−40.1% | 減碼 |
| HSBC Holdings PLC | 2,239,018 | $7.63 億 | 0.45% | −205,677−8.4% | 減碼 |
| Acadian Asset Management LLC | 2,137,520 | $7.31 億 | 1.04% | +1,891,958+770.5% | 加碼 |
| Canada Pension Plan Investment Board | 2,105,121 | $7.20 億 | 0.46% | +232,473+12.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,074,673 | $7.09 億 | 0.47% | +22,642+1.1% | 加碼 |
| Nordea Investment Management AB | 2,043,289 | $6.75 億 | 0.63% | −198,726−8.9% | 減碼 |
| National Pension Service | 1,952,288 | $6.67 億 | 0.51% | +16,634+0.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,889,050 | $6.46 億 | 0.43% | +123,100+7.0% | 加碼 |
| Voya Investment Management LLC | 1,869,811 | $6.39 億 | 0.67% | +1,370,401+274.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,866,513 | $6.38 億 | 0.41% | −103,941−5.3% | 減碼 |
| California Public Employees Retirement System | 1,852,818 | $6.33 億 | 0.39% | −205,983−10.0% | 減碼 |
| Allianz Asset Management GmbH | 1,836,311 | $6.28 億 | 0.72% | +506,011+38.0% | 加碼 |
| Wells Fargo & Company | 1,816,119 | $6.21 億 | 0.12% | +38,621+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,757,378 | $6.01 億 | 0.86% | +283,286+19.2% | 加碼 |
| Vanguard Global Advisers, LLC | 1,739,870 | $5.95 億 | 0.32% | +1,739,870 | 新進 |
| Point72 Asset Management, L.P. | 1,717,122 | $5.87 億 | 1.02% | +1,240,022+259.9% | 加碼 |
| Assenagon Asset Management S.A. | 1,715,242 | $5.86 億 | 0.94% | −202,180−10.5% | 減碼 |
| Capital World Investors | 1,710,629 | $5.85 億 | 0.08% | −1,061,768−38.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,656,900 | $5.66 億 | 2.48% | +761,700+85.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,603,668 | $5.48 億 | 0.64% | +301,772+23.2% | 加碼 |
| Victory Capital Management Inc | 1,586,115 | $5.42 億 | 0.35% | −1,512,970−48.8% | 減碼 |
| Rafferty Asset Management, LLC | 1,568,561 | $5.36 億 | 2.18% | −722,077−31.5% | 減碼 |
| Cantillon Capital Management LLC | 1,521,843 | $5.20 億 | 3.46% | −1,451,818−48.8% | 減碼 |
| First Manhattan Co | 1,505,425 | $5.15 億 | 1.43% | −380,034−20.2% | 減碼 |
| Raymond James Financial Inc | 1,396,189 | $4.76 億 | 0.15% | +127,456+10.0% | 加碼 |
| Rhumbline Advisers | 1,389,985 | $4.75 億 | 0.41% | −37,179−2.6% | 減碼 |
| Janus Henderson Group PLC | 1,388,708 | $4.75 億 | 0.23% | +558,489+67.3% | 加碼 |
| Vanguard Asset Management, Ltd | 1,377,968 | $4.71 億 | 0.40% | +1,377,968 | 新進 |
| Great West Life Assurance Co | 1,320,600 | $4.53 億 | 0.81% | −218,951−14.2% | 減碼 |
| Citadel Advisors LLC | 1,290,552 | $4.41 億 | 0.31% | −1,184,671−47.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,266,323 | $4.33 億 | 0.69% | +415,789+48.9% | 加碼 |
| ProShare Advisors LLC | 1,246,396 | $4.26 億 | 0.63% | −304,770−19.6% | 減碼 |
| Russell Investments Group, Ltd. | 1,251,332 | $4.23 億 | 0.45% | +84,657+7.3% | 加碼 |
| California State Teachers Retirement System | 1,224,298 | $4.18 億 | 0.44% | −34,725−2.8% | 減碼 |
| Bessemer Group Inc | 1,216,373 | $4.16 億 | 0.65% | −342,990−22.0% | 減碼 |
| Nomura Asset Management Co Ltd | 1,197,178 | $4.09 億 | 1.06% | +468,533+64.3% | 加碼 |
| Davis Selected Advisers | 1,197,102 | $4.09 億 | 1.88% | −3,004,196−71.5% | 減碼 |
| Massachusetts Financial Services Co | 1,181,838 | $4.09 億 | 0.14% | +918,855+349.4% | 加碼 |
| Jane Street Group, LLC | 1,192,278 | $4.08 億 | 0.44% | +495,637+71.1% | 加碼 |
| Primecap Management Co | 1,174,126 | $4.01 億 | 0.32% | −59,700−4.8% | 減碼 |
| National Bank of Canada | 1,168,471 | $3.99 億 | 0.41% | +183,789+18.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,175,704 | $3.98 億 | 1.20% | −42,125−3.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,156,254 | $3.95 億 | 1.87% | −670,896−36.7% | 減碼 |
| Ensign Peak Advisors, Inc | 1,120,721 | $3.83 億 | 0.71% | −120,806−9.7% | 減碼 |
| Marshall Wace, LLP | 1,118,292 | $3.82 億 | 0.41% | +41,804+3.9% | 加碼 |
| TD Asset Management Inc | 1,099,739 | $3.76 億 | 0.30% | −115,659−9.5% | 減碼 |
| Neuberger Berman Group LLC | 1,020,554 | $3.47 億 | 0.26% | −115,987−10.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,009,618 | $3.45 億 | 0.27% | +648,207+179.4% | 加碼 |
| Envestnet Asset Management Inc | 997,693 | $3.41 億 | 0.09% | −22,392−2.2% | 減碼 |
| Principal Financial Group Inc | 979,609 | $3.35 億 | 0.18% | +5,841+0.6% | 加碼 |
| EdgePoint Investment Group Inc. | 977,762 | $3.34 億 | 2.68% | −1,313,752−57.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 921,964 | $3.15 億 | 0.27% | −139,157−13.1% | 減碼 |
| Bank of Montreal | 921,257 | $3.15 億 | 0.13% | −107,996−10.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 915,541 | $3.11 億 | 0.53% | −45,675−4.8% | 減碼 |
| Jericho Capital Asset Management L.P. | 904,355 | $3.09 億 | 4.57% | +904,355 | 新進 |
| New York State Common Retirement Fund | 904,092 | $3.09 億 | 0.43% | −6,439−0.7% | 減碼 |
| Millennium Management LLC | 888,907 | $3.04 億 | 0.23% | −42,934−4.6% | 減碼 |
| Credit Agricole S A | 883,250 | $3.02 億 | 0.99% | −166,078−15.8% | 減碼 |
| Bank of Nova Scotia | 880,610 | $3.01 億 | 0.53% | +711,224+419.9% | 加碼 |