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 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 3,400 | $116.2 萬 | 0.03% | 00.0% | 不變 |
| Seven Mile Advisory | 3,418 | $116.8 萬 | 0.84% | −272−7.4% | 減碼 |
| Oakworth Capital, Inc. | 3,423 | $117.0 萬 | 0.06% | −65−1.9% | 減碼 |
| Rothschild Investment LLC | 3,429 | $117.2 萬 | 0.06% | +181+5.6% | 加碼 |
| Aviso Financial Inc. | 3,431 | $117.3 萬 | 0.04% | +1,164+51.3% | 加碼 |
| Clark Financial Services Group Inc | 3,435 | $117.4 萬 | 0.65% | +210+6.5% | 加碼 |
| Versant Capital Management, Inc | 3,436 | $117.4 萬 | 0.12% | +1,030+42.8% | 加碼 |
| Focused Wealth Management, Inc | 3,438 | $117.5 萬 | 0.12% | −407−10.6% | 減碼 |
| Wealth Architects, LLC | 3,440 | $117.6 萬 | 0.10% | −30−0.9% | 減碼 |
| Argentarii, LLC | 3,446 | $117.8 萬 | 0.41% | +8+0.2% | 加碼 |
| Seascape Capital Management | 3,446 | $117.8 萬 | 0.34% | +7+0.2% | 加碼 |
| Formidable Asset Management, LLC | 4,588 | $117.9 萬 | 0.18% | −4,485−49.4% | 減碼 |
| Camden Capital, LLC | 3,453 | $118.0 萬 | 0.08% | +177+5.4% | 加碼 |
| GKV Capital Management Co., Inc. | 3,462 | $118.3 萬 | 0.44% | 00.0% | 不變 |
| Evoke Wealth, LLC | 3,462 | $118.3 萬 | 0.02% | −44−1.3% | 減碼 |
| Kanawha Capital Management LLC | 3,472 | $118.7 萬 | 0.08% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 3,478 | $118.9 萬 | 0.26% | +3,478 | 新進 |
| Canandaigua National Corp | 3,488 | $119.2 萬 | 0.11% | +3,488 | 新進 |
| Quotient Wealth Partners, LLC | 3,500 | $119.6 萬 | 0.03% | +291+9.1% | 加碼 |
| Optas, LLC | 3,522 | $120.4 萬 | 0.18% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 3,536 | $120.9 萬 | 0.09% | +2,720+333.3% | 加碼 |
| Waddell & Associates, LLC | 3,546 | $121.2 萬 | 0.07% | +90+2.6% | 加碼 |
| Delphi Management Inc | 3,561 | $121.7 萬 | 1.46% | −1,779−33.3% | 減碼 |
| Bank Hapoalim BM | 3,576 | $122.2 萬 | 0.19% | +3,576 | 新進 |
| Dumont & Blake Investment Advisors LLC | 3,589 | $122.7 萬 | 0.31% | −31−0.9% | 減碼 |
| Ameritas Advisory Services, LLC | 3,605 | $123.2 萬 | 0.05% | +532+17.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,610 | $123.4 萬 | 0.39% | +15+0.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,728 | $123.6 萬 | 0.16% | −272−6.8% | 減碼 |
| Meriwether Wealth & Planning, LLC | 3,630 | $124.1 萬 | 0.68% | −409−10.1% | 減碼 |
| Peoples Financial Services Corp. | 3,643 | $124.5 萬 | 0.59% | −34−0.9% | 減碼 |
| Bell Bank | 3,643 | $124.5 萬 | 0.05% | −3,157−46.4% | 減碼 |
| West Michigan Advisors, LLC | 3,649 | $124.7 萬 | 0.27% | +2,079+132.4% | 加碼 |
| YHB Investment Advisors, Inc. | 3,654 | $124.9 萬 | 0.09% | −1,151−24.0% | 減碼 |
| Harbour Capital Advisors, LLC | 3,100 | $125.1 萬 | 0.24% | 00.0% | 不變 |
| Quent Capital, LLC | 3,674 | $125.6 萬 | 0.09% | −741−16.8% | 減碼 |
| Nia Impact Advisors, LLC | 3,681 | $125.8 萬 | 0.56% | +3,681 | 新進 |
| Moss Adams Wealth Advisors LLC | 3,692 | $126.2 萬 | 0.09% | +95+2.6% | 加碼 |
| Purus Wealth Management, LLC | 3,706 | $126.7 萬 | 0.40% | −9−0.2% | 減碼 |
| Triad Wealth Partners, LLC | 3,712 | $126.9 萬 | 0.10% | +396+11.9% | 加碼 |
| LVW Advisors, LLC | 3,715 | $127.0 萬 | 0.12% | +979+35.8% | 加碼 |
| Zevin Asset Management LLC | 3,718 | $127.1 萬 | 0.18% | −366−9.0% | 減碼 |
| Central Pacific Bank - Trust Division | 3,721 | $127.2 萬 | 0.16% | +3,721 | 新進 |
| Autumn Glory Partners, LLC | 3,724 | $127.3 萬 | 0.47% | +49+1.3% | 加碼 |
| Oxford Financial Group Ltd | 3,724 | $127.3 萬 | 0.07% | +3,724 | 新進 |
| Parcion Private Wealth LLC | 3,725 | $127.3 萬 | 0.08% | +153+4.3% | 加碼 |
| Cim Investment Mangement Inc | 3,728 | $127.4 萬 | 0.34% | −17−0.5% | 減碼 |
| First Commonwealth Financial Corp | 3,729 | $127.4 萬 | 0.20% | −2,360−38.8% | 減碼 |
| Acropolis Investment Management, LLC | 3,732 | $127.6 萬 | 0.06% | +48+1.3% | 加碼 |
| Davis R M Inc | 3,734 | $127.6 萬 | 0.02% | −77−2.0% | 減碼 |
| Retireful, LLC | 3,734 | $127.6 萬 | 1.80% | +300+8.7% | 加碼 |
| Sentry LLC | 3,742 | $127.9 萬 | 0.41% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 3,748 | $128.1 萬 | 0.15% | +12+0.3% | 加碼 |
| Aviance Capital Partners, LLC | 3,757 | $128.4 萬 | 0.15% | −289−7.1% | 減碼 |
| Finivi Inc. | 3,762 | $128.6 萬 | 0.70% | −262−6.5% | 減碼 |
| City State Bank | 3,767 | $128.8 萬 | 0.33% | −190−4.8% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 3,767 | $128.8 萬 | 0.23% | +3,767 | 新進 |
| Apella Capital, LLC | 3,261 | $129.5 萬 | 0.02% | +1,807+124.3% | 加碼 |
| LifePlan Financial, LLC | 3,788 | $129.5 萬 | 0.96% | −172−4.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,799 | $129.8 萬 | 0.02% | −125−3.2% | 減碼 |
| Personal Cfo Solutions, LLC | 3,804 | $130.0 萬 | 0.18% | −417−9.9% | 減碼 |
| Pettyjohn, Wood & White, Inc | 3,805 | $130.1 萬 | 0.21% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 3,811 | $130.3 萬 | 0.07% | −259−6.4% | 減碼 |
| Coastline Trust Co | 3,817 | $130.5 萬 | 0.13% | −29−0.8% | 減碼 |
| Everpar Advisors LLC | 3,819 | $130.5 萬 | 0.45% | +428+12.6% | 加碼 |
| Beto Financial Group, LLC | 3,179 | $130.5 萬 | 0.76% | +10.0% | 加碼 |
| Advyzon Investment Management, LLC | 3,824 | $130.7 萬 | 0.12% | +909+31.2% | 加碼 |
| Cidel Asset Management Inc | 3,830 | $130.9 萬 | 0.07% | +238+6.6% | 加碼 |
| Ramirez Asset Management, Inc. | 3,833 | $131.0 萬 | 0.16% | −1,680−30.5% | 減碼 |
| Joel Isaacson & Co., LLC | 3,835 | $131.1 萬 | 0.04% | +73+1.9% | 加碼 |
| Falcon Wealth Planning | 3,841 | $131.3 萬 | 0.09% | +236+6.5% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,857 | $131.8 萬 | 0.21% | −447−10.4% | 減碼 |
| Legacy Advisors, LLC | 3,888 | $132.9 萬 | 0.16% | −80−2.0% | 減碼 |
| denkapparat Operations GmbH | 3,910 | $133.6 萬 | 0.55% | −1,236−24.0% | 減碼 |
| Childress Capital Advisors, LLC | 3,922 | $134.1 萬 | 0.24% | −536−12.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,933 | $134.4 萬 | 0.07% | +14+0.4% | 加碼 |
| Essex Financial Services, Inc. | 3,945 | $134.8 萬 | 0.08% | −248−5.9% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,955 | $135.2 萬 | 0.53% | +270+7.3% | 加碼 |
| Centerpoint Advisors, LLC | 3,957 | $135.2 萬 | 0.44% | −600−13.2% | 減碼 |
| Plan Group Financial, LLC | 3,958 | $135.3 萬 | 0.32% | −320−7.5% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,974 | $135.8 萬 | 0.10% | +600+17.8% | 加碼 |
| BHK Investment Advisors, LLC | 3,988 | $136.3 萬 | 0.46% | −1,290−24.4% | 減碼 |
| Magnetar Financial LLC | 4,219 | $136.3 萬 | 0.01% | +4,219 | 新進 |
| SageView Advisory Group, LLC | 4,004 | $136.9 萬 | 0.05% | −169−4.0% | 減碼 |
| Integrated Advisors Network LLC | 4,006 | $136.9 萬 | 0.07% | −1,465−26.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 4,010 | $137.1 萬 | 0.23% | 00.0% | 不變 |
| Elevatus Welath Management | 4,021 | $137.4 萬 | 0.72% | −6,800−62.8% | 減碼 |
| ONE Advisory Partners, LLC | 4,033 | $137.8 萬 | 0.42% | 00.0% | 不變 |
| Stance Capital LLC | 4,035 | $137.9 萬 | 0.67% | −1,140−22.0% | 減碼 |
| Inscription Capital, LLC | 4,041 | $138.1 萬 | 0.15% | +139+3.6% | 加碼 |
| Hollow Brook Wealth Management LLC | 4,043 | $138.2 萬 | 0.35% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 4,045 | $138.3 萬 | 0.02% | +569+16.4% | 加碼 |
| Diversified Enterprises, LLC | 4,051 | $138.5 萬 | 0.08% | −99−2.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 4,066 | $139.0 萬 | 0.01% | −272,460−98.5% | 減碼 |
| South State Corp. | 4,068 | $139.0 萬 | 0.06% | 00.0% | 不變 |
| Paul Damon & Associates, Inc. | 4,072 | $139.2 萬 | 0.62% | −155−3.7% | 減碼 |
| Wolff Wiese Magana LLC | 4,084 | $139.6 萬 | 0.77% | +144+3.7% | 加碼 |
| Facet Wealth, Inc. | 4,090 | $139.8 萬 | 0.02% | +675+19.8% | 加碼 |
| Golden State Wealth Management, LLC | 4,090 | $139.8 萬 | 0.15% | −196−4.6% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 4,093 | $139.9 萬 | 0.20% | −18−0.4% | 減碼 |
| Bullock Wealth Management Group | 3,957 | $140.0 萬 | 0.70% | −564−12.5% | 減碼 |