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
- 2,954
- 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 1,161 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 | 2,954 | $2,190 億 |
| 2025 年第 4 季 | 2,644 | $1,697 億 |
| 2025 年第 3 季 | 2,361 | $1,293 億 |
| 2025 年第 2 季 | 2,322 | $1,150 億 |
| 2025 年第 1 季 | 2,165 | $916.4 億 |
| 2024 年第 4 季 | 2,239 | $1,052 億 |
| 2024 年第 3 季 | 2,215 | $1,324 億 |
| 2024 年第 2 季 | 2,285 | $1,563 億 |
| 2024 年第 1 季 | 2,220 | $1,353 億 |
| 2023 年第 4 季 | 2,033 | $1,090 億 |
| 2023 年第 3 季 | 1,851 | $928.1 億 |
| 2023 年第 2 季 | 1,829 | $963.2 億 |
| 2023 年第 1 季 | 1,760 | $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 |
|---|---|---|---|---|---|
| Candelo Capital Management LP | 12,900 | $440.9 萬 | 4.44% | −200−1.5% | 減碼 |
| TD Private Client Wealth LLC | 12,910 | $441.3 萬 | 0.09% | −3,200−19.9% | 減碼 |
| Twinbeech Capital LP | 12,928 | $441.9 萬 | 0.46% | +7,797+152.0% | 加碼 |
| Dark Forest Capital Management LP | 12,934 | $442.1 萬 | 0.39% | −17,797−57.9% | 減碼 |
| Artemis Wealth Advisors, LLC | 13,000 | $444.3 萬 | 0.67% | +5,500+73.3% | 加碼 |
| 180 Wealth Advisors, LLC | 13,068 | $446.7 萬 | 0.51% | −67−0.5% | 減碼 |
| Auto-Owners Insurance Co | 13,070 | $446.7 萬 | 0.09% | −44−0.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,079 | $447.0 萬 | 0.05% | +237+1.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 13,135 | $448.9 萬 | 1.50% | −734−5.3% | 減碼 |
| AustralianSuper Pty Ltd | 13,237 | $452.4 萬 | 0.02% | −7,368−35.8% | 減碼 |
| Concord Asset Management, LLC | 13,336 | $455.8 萬 | 0.77% | +469+3.6% | 加碼 |
| Next Century Growth Investors LLC | 13,367 | $456.9 萬 | 0.33% | +13,367 | 新進 |
| Fragasso Group Inc. | 13,082 | $461.3 萬 | 0.28% | −2,641−16.8% | 減碼 |
| Nilsine Partners, LLC | 11,398 | $461.5 萬 | 0.36% | +778+7.3% | 加碼 |
| Norden Group LLC | 13,540 | $462.8 萬 | 0.44% | +1,432+11.8% | 加碼 |
| AlTi Global, Inc. | 13,590 | $464.5 萬 | 0.10% | −384−2.7% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 13,613 | $465.3 萬 | 0.48% | −6,184−31.2% | 減碼 |
| Cache Advisors, LLC | 13,617 | $465.4 萬 | 0.54% | +13,617 | 新進 |
| Cary Street Partners Financial LLC | 13,618 | $465.5 萬 | 0.12% | −2,187−13.8% | 減碼 |
| Sycomore Asset Management | 22,252 | $466.4 萬 | 0.67% | +22,252 | 新進 |
| Hudson Canyon Capital Management | 13,650 | $466.5 萬 | 2.86% | −1,418−9.4% | 減碼 |
| JNBA Financial Advisors | 13,733 | $469.4 萬 | 0.39% | −631−4.4% | 減碼 |
| Concord Wealth Partners | 13,803 | $471.8 萬 | 0.61% | +416+3.1% | 加碼 |
| Syon Capital LLC | 13,809 | $472.0 萬 | 0.24% | −91−0.7% | 減碼 |
| Azzad Asset Management Inc | 13,849 | $473.3 萬 | 0.48% | −11,788−46.0% | 減碼 |
| Sigma Planning Corp | 13,881 | $474.5 萬 | 0.13% | +1,415+11.4% | 加碼 |
| Caisse des Depots Et Consignations | 13,884 | $474.5 萬 | 0.08% | −2,190−13.6% | 減碼 |
| Venturi Wealth Management, LLC | 13,893 | $474.8 萬 | 0.21% | −11,865−46.1% | 減碼 |
| XML Financial, LLC | 13,999 | $478.5 萬 | 0.39% | −934−6.3% | 減碼 |
| Caldwell Trust Co | 14,000 | $478.5 萬 | 0.43% | +229+1.7% | 加碼 |
| GeoWealth Management, LLC | 13,999 | $478.5 萬 | 0.17% | +724+5.5% | 加碼 |
| Quest Investment Management LLC | 14,012 | $478.9 萬 | 0.56% | +14,012 | 新進 |
| Truvestments Capital LLC | 14,023 | $479.3 萬 | 0.86% | +24+0.2% | 加碼 |
| Central Trust Co | 14,112 | $482.3 萬 | 0.09% | −191−1.3% | 減碼 |
| Longbow Finance SA | 14,188 | $484.9 萬 | 0.88% | +3,531+33.1% | 加碼 |
| Ritholtz Wealth Management | 14,206 | $485.5 萬 | 0.08% | +1,436+11.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 14,207 | $485.6 萬 | 0.12% | +7,573+114.2% | 加碼 |
| Harfst & Associates, Inc. | 14,211 | $485.7 萬 | 0.87% | −1,041−6.8% | 減碼 |
| Independent Financial Group, LLC | 14,228 | $486.3 萬 | 0.11% | +4,639+48.4% | 加碼 |
| Notis-McConarty Edward | 14,229 | $486.3 萬 | 2.42% | −112−0.8% | 減碼 |
| Milestone Asset Management, LLC | 14,235 | $486.6 萬 | 0.90% | +14,235 | 新進 |
| Shoker Investment Counsel, Inc. | 14,248 | $487.0 萬 | 1.45% | −2,153−13.1% | 減碼 |
| Insight Inv LLC | 14,263 | $487.5 萬 | 2.67% | −215−1.5% | 減碼 |
| Live Oak Private Wealth LLC | 14,279 | $488.0 萬 | 0.68% | −199−1.4% | 減碼 |
| Alaethes Wealth LLC | 14,367 | $491.0 萬 | 1.42% | −11−0.1% | 減碼 |
| Global Trust Asset Management, LLC | 14,381 | $491.5 萬 | 1.88% | −178−1.2% | 減碼 |
| Moors & Cabot, Inc. | 14,440 | $493.6 萬 | 0.21% | −1,361−8.6% | 減碼 |
| Green Alpha Advisors, LLC | 14,447 | $493.8 萬 | 4.86% | +12+0.1% | 加碼 |
| Johnson Financial Group, Inc. | 14,503 | $495.7 萬 | 0.18% | −1,235−7.8% | 減碼 |
| Leonteq Securities AG | 14,532 | $496.7 萬 | 0.30% | +1,624+12.6% | 加碼 |
| Outfitter Financial LLC | 14,565 | $497.8 萬 | 3.85% | −1,990−12.0% | 減碼 |
| Delaney Dennis R | 14,586 | $498.5 萬 | 1.77% | +4,778+48.7% | 加碼 |
| CFM Wealth Partners LLC | 14,598 | $498.9 萬 | 0.75% | 00.0% | 不變 |
| Pinnbrook Capital Management LP | 14,700 | $502.4 萬 | 4.10% | +1,397+10.5% | 加碼 |
| Chatham Capital Group, Inc. | 14,780 | $505.2 萬 | 0.73% | +126+0.9% | 加碼 |
| Morningstar Investment Management LLC | 14,895 | $509.1 萬 | 0.32% | −19,889−57.2% | 減碼 |
| Hillsdale Investment Management Inc. | 15,000 | $512.7 萬 | 0.14% | +11,220+296.8% | 加碼 |
| LaFleur & Godfrey LLC | 15,062 | $514.8 萬 | 0.64% | −1,847−10.9% | 減碼 |
| Guardian Partners Inc. | 15,038 | $515.4 萬 | 0.43% | +521+3.6% | 加碼 |
| Diversify Wealth Management, LLC | 13,496 | $516.3 萬 | 0.09% | +8,972+198.3% | 加碼 |
| Wedmont Private Capital | 13,406 | $517.1 萬 | 0.17% | −410−3.0% | 減碼 |
| NVWM, LLC | 15,301 | $523.0 萬 | 1.16% | −1,522−9.0% | 減碼 |
| Cardiff Park Advisors, LLC | 15,305 | $523.1 萬 | 0.42% | 00.0% | 不變 |
| Aaron Wealth Advisors | 15,370 | $525.3 萬 | 0.30% | −192−1.2% | 減碼 |
| Saranac Partners Ltd | 15,605 | $527.4 萬 | 2.28% | −8,882−36.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 15,535 | $531.0 萬 | 0.06% | −1,853−10.7% | 減碼 |
| Brighton Jones LLC | 15,550 | $531.5 萬 | 0.12% | +15,550 | 新進 |
| Drucker Wealth 3.0, LLC | 15,607 | $533.4 萬 | 0.93% | +141+0.9% | 加碼 |
| Wright Investors Service Inc | 15,671 | $535.6 萬 | 1.69% | −1,505−8.8% | 減碼 |
| Boothbay Fund Management, LLC | 15,687 | $536.2 萬 | 0.13% | −32,296−67.3% | 減碼 |
| Symmetry Investments LP | 15,738 | $537.9 萬 | 1.31% | +4,693+42.5% | 加碼 |
| Anchor Investment Management, LLC | 15,771 | $539.0 萬 | 0.45% | +142+0.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 15,848 | $541.7 萬 | 0.07% | −1,083−6.4% | 減碼 |
| Liberty Wealth Management LLC | 15,869 | $542.4 萬 | 0.68% | −3,081−16.3% | 減碼 |
| Intrust Bank NA | 15,913 | $543.9 萬 | 0.44% | +1,328+9.1% | 加碼 |
| Sciencast Management LP | 15,925 | $544.3 萬 | 0.69% | −6,881−30.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 16,020 | $547.5 萬 | 0.13% | −105,795−86.8% | 減碼 |
| Conscious Wealth Investments, LLC | 13,912 | $548.5 萬 | 3.06% | −2,544−15.5% | 減碼 |
| Winton Group Ltd | 16,051 | $548.6 萬 | 0.19% | −20,308−55.9% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 16,190 | $553.4 萬 | 0.80% | +4,782+41.9% | 加碼 |
| Tandem Capital Management Corp | 16,282 | $556.5 萬 | 2.79% | −959−5.6% | 減碼 |
| Ballentine Partners, LLC | 16,335 | $558.3 萬 | 0.08% | −462−2.8% | 減碼 |
| Level Four Advisory Services, LLC | 16,340 | $558.5 萬 | 0.18% | −20,448−55.6% | 減碼 |
| Palisade Capital Management LLC | 16,353 | $558.9 萬 | 0.19% | +348+2.2% | 加碼 |
| Tenere Capital LLC | 16,417 | $561.1 萬 | 4.11% | +1,939+13.4% | 加碼 |
| Talon Private Wealth, LLC | 16,417 | $561.2 萬 | 0.75% | +16,417 | 新進 |
| VestGen Advisors, LLC | 13,031 | $561.9 萬 | 0.16% | +1,743+15.4% | 加碼 |
| Armistice Capital, LLC | 16,503 | $564.1 萬 | 0.19% | +16,503 | 新進 |
| Baker Chad R | 16,530 | $565.0 萬 | 1.07% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 16,699 | $570.8 萬 | 0.08% | −112−0.7% | 減碼 |
| Silver Lake Advisory, LLC | 16,714 | $571.3 萬 | 2.27% | −5,581−25.0% | 減碼 |
| Conning Inc. | 16,761 | $572.9 萬 | 0.19% | −4,642−21.7% | 減碼 |
| BBR Partners, LLC | 16,784 | $573.7 萬 | 0.32% | −2,350−12.3% | 減碼 |
| Founders Capital Management | 16,798 | $574.1 萬 | 2.80% | −146−0.9% | 減碼 |
| Annex Advisory Services, LLC | 16,821 | $574.9 萬 | 0.11% | −1,147−6.4% | 減碼 |
| Curat Global, LLC | 16,856 | $576.1 萬 | 5.68% | +835+5.2% | 加碼 |
| St Germain D J Co Inc | 16,881 | $577.0 萬 | 0.23% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 16,916 | $578.2 萬 | 1.06% | −430−2.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 16,945 | $579.2 萬 | 0.06% | +5,573+49.0% | 加碼 |
| Foster & Motley Inc | 16,986 | $580.6 萬 | 0.30% | −491−2.8% | 減碼 |