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。
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 | 3,520 | $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 |
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 |
|---|---|---|---|---|---|
| Old Port Advisors | 2,878 | $98.4 萬 | 0.23% | 00.0% | 不變 |
| Alesco Advisors LLC | 2,884 | $98.6 萬 | 0.03% | +2,884 | 新進 |
| J.Safra Asset Management Corp | 2,886 | $98.6 萬 | 0.05% | +2,796+3,106.7% | 加碼 |
| Sonoma Allocations LLC | 2,797 | $98.7 萬 | 0.34% | −599−17.6% | 減碼 |
| Verdad Advisers, LP | 2,894 | $98.9 萬 | 1.11% | +2,894 | 新進 |
| Cercano Management LLC | 2,896 | $99.0 萬 | 0.04% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 2,811 | $99.1 萬 | 0.37% | +1,214+76.0% | 加碼 |
| Jordan Park Group LLC | 2,900 | $99.1 萬 | 0.05% | 00.0% | 不變 |
| Lincoln Capital Corp | 2,913 | $99.6 萬 | 0.37% | +2,913 | 新進 |
| WealthTrust Axiom LLC | 2,925 | $100.0 萬 | 0.25% | +111+3.9% | 加碼 |
| Cpwa, LLC | 2,259 | $100.2 萬 | 1.20% | +2,259 | 新進 |
| Forum Financial Management, LP | 2,936 | $100.3 萬 | 0.01% | −7,759−72.5% | 減碼 |
| Viawealth, LLC | 2,939 | $100.5 萬 | 0.56% | −633−17.7% | 減碼 |
| Corps Capital Advisors, LLC | 2,939 | $100.5 萬 | 0.87% | +850+40.7% | 加碼 |
| NTV Asset Management LLC | 2,942 | $100.6 萬 | 0.11% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,945 | $100.6 萬 | 0.05% | −569−16.2% | 減碼 |
| Sym Financial Corp | 2,964 | $101.3 萬 | 0.10% | +267+9.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,965 | $101.3 萬 | 0.30% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 2,967 | $101.4 萬 | 0.30% | −40−1.3% | 減碼 |
| United Advisor Group, LLC | 2,978 | $101.8 萬 | 0.13% | +147+5.2% | 加碼 |
| Sonoma Private Wealth LLC | 2,980 | $101.9 萬 | 1.25% | −2,287−43.4% | 減碼 |
| Prestige Wealth Management Group LLC | 2,992 | $102.3 萬 | 0.20% | +5+0.2% | 加碼 |
| Boit C F David | 3,000 | $102.5 萬 | 0.46% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 3,001 | $102.6 萬 | 0.11% | +14+0.5% | 加碼 |
| Abel Hall, LLC | 3,001 | $102.6 萬 | 0.22% | +673+28.9% | 加碼 |
| Tiaa Trust, National Association | 3,005 | $102.7 萬 | 0.06% | −40,761−93.1% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,005 | $102.7 萬 | 0.66% | 00.0% | 不變 |
| Klein Pavlis & Peasley Financial, Inc. | 3,005 | $102.7 萬 | 0.57% | −1,662−35.6% | 減碼 |
| Albert D Mason Inc | 3,009 | $102.8 萬 | 0.67% | −49−1.6% | 減碼 |
| Aspiriant, LLC | 3,014 | $103.0 萬 | 0.03% | −238−7.3% | 減碼 |
| Probity Advisors, Inc. | 3,024 | $103.4 萬 | 0.16% | −153−4.8% | 減碼 |
| Field & Main Bank | 3,025 | $103.4 萬 | 0.30% | −15−0.5% | 減碼 |
| Athena Investment Management | 3,028 | $103.5 萬 | 0.54% | −161−5.0% | 減碼 |
| Guardian Investment Management | 3,030 | $103.5 萬 | 0.84% | −1,048−25.7% | 減碼 |
| Trust Point Inc. | 3,035 | $103.7 萬 | 0.09% | +246+8.8% | 加碼 |
| NBT Bank N A | 3,041 | $103.9 萬 | 0.07% | −9−0.3% | 減碼 |
| Haverford Trust Co | 3,044 | $104.0 萬 | 0.01% | −13−0.4% | 減碼 |
| Visionary Wealth Advisors | 3,048 | $104.2 萬 | 0.05% | +387+14.5% | 加碼 |
| Balboa Wealth Partners | 3,051 | $104.3 萬 | 0.17% | +950+45.2% | 加碼 |
| Heartland Bank & Trust Co | 3,057 | $104.5 萬 | 0.24% | +1,309+74.9% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 3,058 | $104.5 萬 | 0.36% | −78−2.5% | 減碼 |
| Clark Asset Management, LLC | 3,059 | $104.6 萬 | 0.10% | +23+0.8% | 加碼 |
| Mirador Capital Partners LP | 3,069 | $104.9 萬 | 0.15% | +34+1.1% | 加碼 |
| Insigneo Advisory Services, LLC | 3,072 | $105.0 萬 | 0.07% | +72+2.4% | 加碼 |
| Ar Asset Management Inc | 3,075 | $105.1 萬 | 0.20% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 3,079 | $105.2 萬 | 0.05% | +236+8.3% | 加碼 |
| PeakShares LLC | 3,083 | $105.4 萬 | 0.97% | +3,083 | 新進 |
| Gsa Capital Partners LLP | 3,084 | $105.4 萬 | 0.07% | −182−5.6% | 減碼 |
| Redmond Asset Management, LLC | 3,093 | $105.7 萬 | 0.29% | −220−6.6% | 減碼 |
| RiverGlades Family Offices LLC | 3,100 | $106.0 萬 | 0.62% | +3,100 | 新進 |
| Ticino Wealth | 3,050 | $106.3 萬 | 0.37% | −130−4.1% | 減碼 |
| Valmark Advisers, Inc. | 3,113 | $106.4 萬 | 0.01% | +463+17.5% | 加碼 |
| Gluskin Sheff & Assoc Inc | 3,113 | $106.4 萬 | 0.18% | +3,113 | 新進 |
| Tower Bridge Advisors | 3,118 | $106.6 萬 | 0.10% | +600+23.8% | 加碼 |
| Gryphon Financial Partners LLC | 3,135 | $107.1 萬 | 0.11% | −1,327−29.7% | 減碼 |
| Souders Financial Advisors | 3,151 | $107.7 萬 | 0.12% | +706+28.9% | 加碼 |
| Shepherd Financial Partners LLC | 3,153 | $107.8 萬 | 0.10% | −35−1.1% | 減碼 |
| Morse Asset Management, Inc | 3,175 | $108.5 萬 | 0.23% | +250+8.5% | 加碼 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,180 | $108.7 萬 | 0.81% | −1,227−27.8% | 減碼 |
| Charter Oak Capital Management, LLC | 3,181 | $108.7 萬 | 0.08% | −971−23.4% | 減碼 |
| Virtus Wealth Solutions LLC | 3,200 | $109.4 萬 | 0.21% | +3,200 | 新進 |
| Waldron Private Wealth LLC | 3,201 | $109.4 萬 | 0.04% | +172+5.7% | 加碼 |
| Seek First Inc. | 3,227 | $110.3 萬 | 0.78% | −116−3.5% | 減碼 |
| Q3 Asset Management | 3,227 | $110.3 萬 | 0.27% | −335−9.4% | 減碼 |
| Alta Advisers Ltd | 3,236 | $110.6 萬 | 0.40% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 3,244 | $110.9 萬 | 0.06% | +803+32.9% | 加碼 |
| Transcend Wealth Collective, LLC | 3,251 | $111.1 萬 | 0.09% | +378+13.2% | 加碼 |
| Planning Directions Inc | 3,256 | $111.3 萬 | 0.56% | +3+0.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,262 | $111.5 萬 | 0.07% | −7−0.2% | 減碼 |
| Claro Advisors LLC | 3,267 | $111.7 萬 | 0.13% | +129+4.1% | 加碼 |
| Leisure Capital Management | 3,272 | $111.8 萬 | 0.39% | 00.0% | 不變 |
| Win Advisors, Inc | 3,280 | $112.1 萬 | 0.51% | −5,347−62.0% | 減碼 |
| QVT Financial LP | 3,286 | $112.3 萬 | 0.09% | +3,286 | 新進 |
| Basecamp Wealth Advisors LLC | 3,288 | $112.4 萬 | 0.23% | +22+0.7% | 加碼 |
| 1776 Wealth LLC | 3,288 | $112.4 萬 | 0.44% | −25−0.8% | 減碼 |
| RD Lewis Holdings, Inc. | 2,826 | $112.4 萬 | 0.97% | −235−7.7% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 3,289 | $112.4 萬 | 0.19% | −4−0.1% | 減碼 |
| National Wealth Management Group, LLC | 3,293 | $112.6 萬 | 0.42% | −1,310−28.5% | 減碼 |
| Plancorp, LLC | 2,820 | $112.7 萬 | 0.03% | −190−6.3% | 減碼 |
| Providence First Trust Co | 3,306 | $113.0 萬 | 0.40% | −68−2.0% | 減碼 |
| Oslo Pensjonsforsikring AS | 3,308 | $113.1 萬 | 0.18% | +3,308 | 新進 |
| Capital Performance Advisors LLP | 3,320 | $113.5 萬 | 0.08% | +380+12.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,327 | $113.7 萬 | 0.03% | +419+14.4% | 加碼 |
| Salomon & Ludwin, LLC | 3,265 | $113.8 萬 | 0.10% | −109−3.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,341 | $114.2 萬 | 0.24% | +255+8.3% | 加碼 |
| FSM Wealth Advisors, LLC | 3,347 | $114.4 萬 | 0.15% | +136+4.2% | 加碼 |
| Cooper Financial Group | 3,351 | $114.6 萬 | 0.12% | +228+7.3% | 加碼 |
| Drive Wealth Management, LLC | 3,356 | $114.7 萬 | 0.24% | +130+4.0% | 加碼 |
| Polymer Capital Management (HK) LTD | 3,356 | $114.7 萬 | 0.16% | +3,356 | 新進 |
| Foster Group, Inc. | 3,357 | $114.7 萬 | 0.03% | +1,179+54.1% | 加碼 |
| Hallmark Capital Management Inc | 3,361 | $114.9 萬 | 0.07% | −276−7.6% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 3,364 | $115.0 萬 | 0.52% | +785+30.4% | 加碼 |
| Courier Capital LLC | 3,373 | $115.3 萬 | 0.06% | −79−2.3% | 減碼 |
| Revisor Wealth Management LLC | 3,373 | $115.3 萬 | 0.32% | −368−9.8% | 減碼 |
| Anchyra Partners LLC | 3,377 | $115.4 萬 | 0.35% | +110+3.4% | 加碼 |
| Fielder Capital Group LLC | 3,381 | $115.6 萬 | 0.25% | −355−9.5% | 減碼 |
| Shelton Wealth Management, LLC | 3,386 | $115.7 萬 | 0.51% | −331−8.9% | 減碼 |
| Ameriflex Group, Inc. | 3,389 | $115.8 萬 | 0.59% | −209−5.8% | 減碼 |
| H&H Retirement Design & Management INC | 2,983 | $116.1 萬 | 0.57% | −79−2.6% | 減碼 |
| Keebeck Wealth Management, LLC | 3,399 | $116.2 萬 | 0.13% | +274+8.8% | 加碼 |