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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 3,976 | $140.2 萬 | 0.03% | −833−17.3% | 減碼 |
| Martingale Asset Management L P | 4,117 | $140.7 萬 | 0.04% | +4,117 | 新進 |
| Cozad Asset Management Inc | 4,136 | $141.4 萬 | 0.11% | −21−0.5% | 減碼 |
| Wellington Shields & Co., LLC | 4,150 | $141.8 萬 | 0.36% | −500−10.8% | 減碼 |
| Atticus Wealth Management, LLC | 4,162 | $142.2 萬 | 0.39% | −244−5.5% | 減碼 |
| Sunflower Bank, N.A. | 4,171 | $142.6 萬 | 0.36% | −34−0.8% | 減碼 |
| First Dallas Securities Inc. | 4,175 | $142.7 萬 | 0.53% | +4,175 | 新進 |
| Paradigm Asset Management Co LLC | 4,179 | $142.8 萬 | 0.33% | 00.0% | 不變 |
| SHP Wealth Management | 4,194 | $143.3 萬 | 0.11% | −1,323−24.0% | 減碼 |
| Delta Investment Management, LLC | 4,205 | $143.7 萬 | 0.26% | −57−1.3% | 減碼 |
| Waterloo Capital, L.P. | 4,205 | $143.7 萬 | 0.10% | +1,488+54.8% | 加碼 |
| Pictet North America Advisors SA | 4,268 | $145.2 萬 | 0.14% | +108+2.6% | 加碼 |
| Northland Securities, Inc. | 4,250 | $145.3 萬 | 1.38% | 00.0% | 不變 |
| Searle & Co. | 4,254 | $145.4 萬 | 0.37% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,256 | $145.5 萬 | 0.05% | +157+3.8% | 加碼 |
| Sky Investment Group LLC | 4,262 | $145.7 萬 | 0.25% | 00.0% | 不變 |
| Allianz SE | 4,266 | $145.8 萬 | 0.02% | −6,125−58.9% | 減碼 |
| D L Carlson Investment Group Inc | 4,267 | $145.8 萬 | 0.25% | −192−4.3% | 減碼 |
| ZWJ Investment Counsel Inc | 4,305 | $147.1 萬 | 0.05% | +17+0.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,344 | $148.5 萬 | 0.00% | +2,742+171.2% | 加碼 |
| TownSquare Capital, LLC | 4,346 | $148.5 萬 | 0.33% | +112+2.6% | 加碼 |
| Everest Financial Group LLC | 4,359 | $149.0 萬 | 0.25% | +4,359 | 新進 |
| BSW Wealth Partners | 4,373 | $149.5 萬 | 0.18% | −367−7.7% | 減碼 |
| Capital Management Associates | 4,375 | $149.5 萬 | 2.48% | 00.0% | 不變 |
| Pettee Investors, Inc. | 3,791 | $149.6 萬 | 0.77% | 00.0% | 不變 |
| Nippon Life Global Investors Americas, Inc. | 4,380 | $149.7 萬 | 0.07% | +4,380 | 新進 |
| Centiva Capital, LP | 4,403 | $150.5 萬 | 0.07% | +4,403 | 新進 |
| 71 West Capital Partners | 4,408 | $150.7 萬 | 0.07% | +505+12.9% | 加碼 |
| PFG Advisors | 4,408 | $150.7 萬 | 0.07% | +1,226+38.5% | 加碼 |
| Keel Point, LLC | 4,420 | $151.1 萬 | 0.10% | −1,197−21.3% | 減碼 |
| Palumbo Wealth Management LLC | 4,430 | $151.4 萬 | 0.37% | −177−3.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,433 | $151.5 萬 | 0.07% | +1,515+51.9% | 加碼 |
| Florida Financial Advisors, LLC | 4,437 | $151.7 萬 | 0.36% | +353+8.6% | 加碼 |
| Lincoln Capital LLC | 4,439 | $151.7 萬 | 0.29% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 4,445 | $151.9 萬 | 0.09% | −327−6.9% | 減碼 |
| QVR LLC | 4,456 | $152.3 萬 | 0.75% | +2,977+201.3% | 加碼 |
| Integrity Advisory Solutions, LLC | 4,459 | $152.4 萬 | 0.20% | +32+0.7% | 加碼 |
| Hanseatic Management Services Inc | 4,462 | $152.5 萬 | 1.46% | +4,462 | 新進 |
| Cornerstone Advisory, LLC | 4,479 | $153.1 萬 | 0.15% | −342−7.1% | 減碼 |
| Seeds Investor LLC | 3,870 | $153.1 萬 | 0.21% | +584+17.8% | 加碼 |
| Sender Co & Partners, Inc. | 4,483 | $153.2 萬 | 1.12% | +4,483 | 新進 |
| Clear Creek Financial Management, LLC | 4,487 | $153.3 萬 | 0.12% | +86+2.0% | 加碼 |
| Next Level Private LLC | 4,487 | $153.4 萬 | 0.35% | +14+0.3% | 加碼 |
| Davidson Capital Management Inc. | 4,492 | $153.5 萬 | 0.28% | −15,737−77.8% | 減碼 |
| Globeflex Capital L P | 4,496 | $153.7 萬 | 0.23% | 00.0% | 不變 |
| Avanda Investment Management Pte. Ltd. | 4,500 | $153.8 萬 | 2.44% | +1,300+40.6% | 加碼 |
| MONECO Advisors, LLC | 4,503 | $153.9 萬 | 0.12% | −37−0.8% | 減碼 |
| Thompson David Blair | 4,505 | $154.0 萬 | 0.88% | +4,505 | 新進 |
| WD Rutherford LLC | 4,528 | $154.8 萬 | 0.69% | −250−5.2% | 減碼 |
| Bellecapital International Ltd. | 4,533 | $154.9 萬 | 0.28% | −302−6.2% | 減碼 |
| BTC Capital Management, Inc. | 4,536 | $155.0 萬 | 0.10% | +95+2.1% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,540 | $155.2 萬 | 0.42% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,542 | $155.2 萬 | 0.11% | −3,898−46.2% | 減碼 |
| Denali Advisors LLC | 4,549 | $155.5 萬 | 0.17% | −33−0.7% | 減碼 |
| Keynote Financial Services LLC | 4,561 | $155.9 萬 | 0.83% | −207−4.3% | 減碼 |
| Stoneridge Investment Partners LLC | 4,578 | $156.5 萬 | 1.13% | −4,867−51.5% | 減碼 |
| XTX Topco Ltd | 4,623 | $158.0 萬 | 0.03% | −18,391−79.9% | 減碼 |
| Pathfinder Wealth Consulting, Inc. | 4,643 | $158.7 萬 | 1.03% | +449+10.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,657 | $159.2 萬 | 0.03% | −119−2.5% | 減碼 |
| Coppell Advisory Solutions LLC | 4,928 | $159.2 萬 | 0.96% | +4,928 | 新進 |
| Bahl & Gaynor Inc | 4,670 | $159.6 萬 | 0.01% | 00.0% | 不變 |
| Keystone Financial Services | 4,688 | $160.2 萬 | 0.47% | −189−3.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,114 | $161.0 萬 | 0.02% | +18+0.4% | 加碼 |
| Antonelli Financial Advisors, LLC | 4,714 | $161.1 萬 | 1.11% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 4,719 | $161.3 萬 | 0.17% | −173−3.5% | 減碼 |
| Angeles Wealth Management, LLC | 4,721 | $161.4 萬 | 0.09% | −67−1.4% | 減碼 |
| Per Stirling Capital Management, LLC. | 4,734 | $161.8 萬 | 0.18% | +3,907+472.4% | 加碼 |
| Strategic Investment Advisors | 4,737 | $161.9 萬 | 0.11% | +586+14.1% | 加碼 |
| Cadent Capital Advisors, LLC | 4,750 | $162.4 萬 | 0.43% | +4,750 | 新進 |
| Roberts Glore & Co Inc | 4,763 | $162.8 萬 | 0.45% | −64−1.3% | 減碼 |
| USA Financial Portformulas Corp | 4,784 | $163.5 萬 | 0.31% | +4,746+12,489.5% | 加碼 |
| Interchange Capital Partners, LLC | 5,575 | $164.0 萬 | 0.53% | −776−12.2% | 減碼 |
| BOCHK Asset Management Ltd | 4,810 | $164.4 萬 | 0.34% | +4,633+2,617.5% | 加碼 |
| VectorGlobal IAG, Inc. | 4,810 | $164.4 萬 | 0.43% | +4,810 | 新進 |
| Western Wealth Management, LLC | 4,829 | $165.0 萬 | 0.06% | +669+16.1% | 加碼 |
| Diversified Management Inc | 4,838 | $165.4 萬 | 0.28% | +1,963+68.3% | 加碼 |
| Potentia Wealth | 4,839 | $165.4 萬 | 0.64% | −189−3.8% | 減碼 |
| My Personal CFO, LLC | 4,841 | $165.5 萬 | 0.72% | −1,000−17.1% | 減碼 |
| Parsons Capital Management Inc | 4,841 | $165.5 萬 | 0.08% | +483+11.1% | 加碼 |
| Central Bank & Trust Co | 4,851 | $165.8 萬 | 0.26% | −177−3.5% | 減碼 |
| Intrinsic Value Partners, LLC | 4,882 | $166.9 萬 | 1.29% | 00.0% | 不變 |
| CastleKnight Management LP | 4,900 | $167.5 萬 | 0.08% | +4,900 | 新進 |
| OpenArc Corporate Advisory, LLC | 4,921 | $168.2 萬 | 0.02% | +161+3.4% | 加碼 |
| Valicenti Advisory Services Inc | 4,920 | $168.2 萬 | 0.37% | −5−0.1% | 減碼 |
| Atlantic Trust, LLC | 4,937 | $168.8 萬 | 0.28% | +6+0.1% | 加碼 |
| Wellington-Altus USA Inc. | 2,336 | $168.9 萬 | 1.00% | +234+11.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 4,954 | $169.3 萬 | 0.13% | −852−14.7% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,960 | $169.5 萬 | 0.36% | +87+1.8% | 加碼 |
| Chicago Trust Co NA | 4,961 | $169.6 萬 | 0.27% | −1,228−19.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,981 | $170.3 萬 | 0.12% | +74+1.5% | 加碼 |
| Harmony Asset Management LLC | 4,984 | $170.3 萬 | 0.52% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,986 | $170.4 萬 | 0.22% | +790+18.8% | 加碼 |
| Abacus Wealth Partners, LLC | 4,996 | $170.8 萬 | 0.16% | +384+8.3% | 加碼 |
| Deltec Asset Management LLC | 5,000 | $170.9 萬 | 0.31% | +5,000 | 新進 |
| Empower Advisory Group, LLC | 5,011 | $171.3 萬 | 0.00% | −1,559−23.7% | 減碼 |
| CFS Investment Advisory Services, LLC | 4,335 | $172.1 萬 | 0.12% | +94+2.2% | 加碼 |
| RM Financial Services, LLC | 5,042 | $172.3 萬 | 1.49% | −108−2.1% | 減碼 |
| Elevated Capital Advisors, LLC | 5,058 | $172.9 萬 | 0.44% | +370+7.9% | 加碼 |
| Simplicity Wealth,LLC | 5,060 | $173.0 萬 | 0.10% | −174−3.3% | 減碼 |
| Chemung Canal Trust Co | 5,085 | $173.8 萬 | 0.35% | −929−15.4% | 減碼 |