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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 5,096 | $174.2 萬 | 0.77% | −150−2.9% | 減碼 |
| Kentucky Retirement Systems | 99,419 | $175.9 萬 | 0.13% | +49,061+97.4% | 加碼 |
| FCG Investment Co | 5,152 | $176.1 萬 | 0.77% | +5,152 | 新進 |
| Cheviot Value Management, LLC | 5,161 | $176.4 萬 | 0.18% | 00.0% | 不變 |
| StoneX Group Inc. | 5,164 | $176.5 萬 | 0.10% | −6,272−54.8% | 減碼 |
| PDS Planning, Inc | 5,166 | $176.6 萬 | 0.12% | +312+6.4% | 加碼 |
| TRUE Private Wealth Advisors | 5,184 | $177.2 萬 | 0.17% | +3,823+280.9% | 加碼 |
| Capital Group Private Client Services, Inc. | 5,199 | $177.7 萬 | 0.03% | −2,796−35.0% | 減碼 |
| West Branch Capital LLC | 5,203 | $177.8 萬 | 0.48% | +5,197+86,616.7% | 加碼 |
| Ballast Rock Private Wealth LLC | 5,205 | $177.9 萬 | 0.98% | −19−0.4% | 減碼 |
| Concentric Capital Strategies, LP | 5,214 | $178.2 萬 | 0.16% | −51,341−90.8% | 減碼 |
| NorthRock Partners, LLC | 5,229 | $178.7 萬 | 0.03% | −228−4.2% | 減碼 |
| North Berkeley Wealth Management, LLC | 5,243 | $179.2 萬 | 0.95% | 00.0% | 不變 |
| Diligent Investors, LLC | 5,254 | $179.6 萬 | 0.44% | −300−5.4% | 減碼 |
| Caxton Associates LLP | 5,262 | $179.8 萬 | 0.04% | −129,106−96.1% | 減碼 |
| L2 Asset Management, LLC | 5,278 | $180.4 萬 | 0.17% | −672−11.3% | 減碼 |
| Worth Asset Management, LLC | 5,291 | $180.9 萬 | 0.67% | −668−11.2% | 減碼 |
| Greenland Capital Management LP | 5,313 | $181.6 萬 | 0.36% | +5,313 | 新進 |
| Jump Financial, LLC | 5,321 | $181.9 萬 | 0.03% | −36,426−87.3% | 減碼 |
| Whitener Capital Management, Inc. | 5,329 | $182.1 萬 | 0.42% | −60−1.1% | 減碼 |
| Summit Financial Strategies, Inc. | 5,331 | $182.2 萬 | 0.14% | 00.0% | 不變 |
| Fundamentun, LLC | 5,332 | $182.2 萬 | 0.07% | +1,430+36.6% | 加碼 |
| Wexford Capital LP | 5,333 | $182.3 萬 | 0.30% | +5,333 | 新進 |
| Lumbard & Kellner, LLC | 5,350 | $182.9 萬 | 0.63% | 00.0% | 不變 |
| Heritage Wealth Advisors | 5,353 | $183.0 萬 | 0.07% | +492+10.1% | 加碼 |
| Gemmer Asset Management LLC | 5,361 | $183.2 萬 | 0.15% | +3,142+141.6% | 加碼 |
| Untitled Investments LP | 5,390 | $184.2 萬 | 0.69% | +5,390 | 新進 |
| Invesco, LLC | 5,392 | $184.3 萬 | 0.65% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 5,394 | $184.4 萬 | 0.52% | +5,394 | 新進 |
| Wakefield Asset Management LLLP | 5,395 | $184.4 萬 | 0.49% | +5,395 | 新進 |
| Cyndeo Wealth Partners, LLC | 5,415 | $185.1 萬 | 0.10% | +3,642+205.4% | 加碼 |
| SGL Investment Advisors, Inc. | 4,173 | $185.1 萬 | 0.69% | −199−4.6% | 減碼 |
| Willner & Heller, LLC | 5,442 | $186.0 萬 | 1.39% | −685−11.2% | 減碼 |
| Cape Investment Advisory, Inc. | 5,464 | $186.8 萬 | 0.62% | −1,450−21.0% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 5,477 | $187.2 萬 | 2.41% | −3,023−35.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 5,477 | $187.2 萬 | 0.05% | +148+2.8% | 加碼 |
| Gateway Wealth Partners, LLC | 5,480 | $187.3 萬 | 0.07% | +5,480 | 新進 |
| Barlow Wealth Partners, Inc. | 4,718 | $187.3 萬 | 0.21% | 00.0% | 不變 |
| Fingerlakes Wealth Management, Inc. | 5,489 | $187.6 萬 | 1.24% | −69−1.2% | 減碼 |
| Rexford Capital Inc | 5,490 | $187.6 萬 | 1.34% | +53+1.0% | 加碼 |
| Syntax Research, Inc. | 5,492 | $187.7 萬 | 1.19% | −14−0.3% | 減碼 |
| Nautilus Advisors LLC | 5,503 | $188.1 萬 | 1.29% | −865−13.6% | 減碼 |
| Caitong International Asset Management Co., Ltd | 5,525 | $188.8 萬 | 0.35% | +5,525 | 新進 |
| Community Bank & Trust, Waco, Texas | 5,551 | $189.7 萬 | 0.38% | +65+1.2% | 加碼 |
| Axecap Investments, LLC | 5,572 | $190.4 萬 | 1.31% | +5,572 | 新進 |
| Groupama Asset Managment | 5,595 | $191.2 萬 | 0.03% | −4,344−43.7% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,613 | $191.8 萬 | 1.06% | +1,000+21.7% | 加碼 |
| Nations Financial Group Inc, | 5,652 | $193.2 萬 | 0.10% | +43+0.8% | 加碼 |
| GSB Wealth Management, LLC | 5,668 | $193.7 萬 | 0.44% | −620−9.9% | 減碼 |
| Virtue Capital Management, LLC | 6,005 | $194.0 萬 | 0.30% | +4,451+286.4% | 加碼 |
| Hantz Financial Services, Inc. | 5,697 | $194.7 萬 | 0.03% | +1,454+34.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,704 | $195.0 萬 | 0.54% | −2,675−31.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,704 | $195.0 萬 | 0.09% | −69−1.2% | 減碼 |
| Parkside Financial Bank & Trust | 5,711 | $195.2 萬 | 0.15% | −110−1.9% | 減碼 |
| Kirtland Hills Capital Management, LLC | 4,849 | $195.5 萬 | 0.62% | +129+2.7% | 加碼 |
| Triangle Securities Wealth Management | 5,741 | $196.2 萬 | 0.45% | −50−0.9% | 減碼 |
| Nwam LLC | 5,743 | $196.3 萬 | 0.11% | −412−6.7% | 減碼 |
| Marble Wealth, LLC | 5,743 | $196.3 萬 | 0.34% | +265+4.8% | 加碼 |
| DSG Capital Advisors, LLC | 5,746 | $196.4 萬 | 0.31% | −10−0.2% | 減碼 |
| Opinicus Capital, Inc. | 5,756 | $196.7 萬 | 1.39% | −176−3.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 5,768 | $197.2 萬 | 0.05% | −300,167−98.1% | 減碼 |
| Zhang Financial LLC | 5,780 | $197.6 萬 | 0.07% | −387−6.3% | 減碼 |
| Audent Global Asset Management, LLC | 5,303 | $197.8 萬 | 1.97% | −872−14.1% | 減碼 |
| Centaurus Financial, Inc. | 5,799 | $198.2 萬 | 0.09% | +802+16.0% | 加碼 |
| Generali Investments, Management Co LLC | 5,815 | $198.8 萬 | 0.46% | −16,974−74.5% | 減碼 |
| Trust Co of Virginia | 5,828 | $199.2 萬 | 0.17% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 5,831 | $199.3 萬 | 0.50% | −3,092−34.7% | 減碼 |
| Aprio Wealth Management, LLC | 5,896 | $201.5 萬 | 0.11% | +723+14.0% | 加碼 |
| Meitav Dash Investments Ltd | 5,949 | $202.1 萬 | 0.02% | −973−14.1% | 減碼 |
| Private Advisory Group LLC | 5,927 | $202.6 萬 | 0.14% | +3,956+200.7% | 加碼 |
| Kestra Investment Management, LLC | 5,963 | $203.8 萬 | 0.04% | −5,725−49.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 5,977 | $204.3 萬 | 0.47% | +12+0.2% | 加碼 |
| Stenger Family Office, LLC | 5,977 | $204.3 萬 | 0.37% | +339+6.0% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 6,000 | $205.1 萬 | 0.00% | 00.0% | 不變 |
| Successful Portfolios LLC | 6,143 | $205.5 萬 | 1.13% | −1,629−21.0% | 減碼 |
| E&G Advisors, LP | 6,034 | $206.2 萬 | 0.46% | −20.0% | 減碼 |
| MOKAN Wealth Management Inc. | 6,051 | $206.7 萬 | 0.92% | +6,051 | 新進 |
| Pathway Wealth Management LLC | 6,100 | $208.5 萬 | 1.97% | +450+8.0% | 加碼 |
| Novem Group | 6,121 | $209.2 萬 | 0.24% | +309+5.3% | 加碼 |
| Ledyard National Bank | 6,133 | $209.6 萬 | 0.18% | −805−11.6% | 減碼 |
| Confluence Wealth Services, Inc. | 6,138 | $209.8 萬 | 0.08% | −35−0.6% | 減碼 |
| Stablepoint Partners, LLC | 6,155 | $210.4 萬 | 0.31% | −2,039−24.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,155 | $210.4 萬 | 0.23% | −30.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,162 | $210.6 萬 | 0.07% | −535−8.0% | 減碼 |
| Oasis Advisors, LLC | 6,160 | $210.7 萬 | 0.41% | +6,160 | 新進 |
| Crew Capital Management, Ltd. | 6,172 | $211.0 萬 | 1.40% | −400−6.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,176 | $211.1 萬 | 0.08% | +639+11.5% | 加碼 |
| CX Institutional | 6,176 | $211.1 萬 | 0.06% | −29,919−82.9% | 減碼 |
| Portfolio Design Labs, LLC | 6,247 | $213.5 萬 | 0.38% | −3,758−37.6% | 減碼 |
| Retirement Guys Formula LLC | 6,250 | $213.6 萬 | 0.98% | −2,043−24.6% | 減碼 |
| Octavia Wealth Advisors, LLC | 6,257 | $213.9 萬 | 0.20% | −90−1.4% | 減碼 |
| Element Squared LLC | 6,263 | $214.0 萬 | 1.21% | +6,263 | 新進 |
| Evergreen Wealth Solutions, LLC | 6,272 | $214.4 萬 | 0.15% | +6,272 | 新進 |
| Westpac Banking Corp | 6,275 | $214.5 萬 | 0.15% | −983−13.5% | 減碼 |
| Jackson Square Capital, LLC | 6,319 | $216.0 萬 | 0.45% | +6,319 | 新進 |
| Kurv Investment Management LLC | 6,714 | $216.9 萬 | 2.29% | +2,154+47.2% | 加碼 |
| InTrack Investment Management Inc | 6,358 | $217.3 萬 | 1.24% | +200+3.2% | 加碼 |
| Chilton Investment Co LLC | 6,368 | $217.7 萬 | 0.05% | −118−1.8% | 減碼 |
| Pine Haven Investment Counsel, Inc | 6,391 | $218.4 萬 | 1.61% | −99−1.5% | 減碼 |
| Naviter Wealth, LLC | 6,395 | $218.6 萬 | 0.27% | +23+0.4% | 加碼 |