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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 18,020 | $582.3 萬 | 0.21% | +1,628+9.9% | 加碼 |
| HGK Asset Management Inc | 17,044 | $582.5 萬 | 0.85% | −10,834−38.9% | 減碼 |
| Howe & Rusling Inc | 17,101 | $584.5 萬 | 0.38% | −521−3.0% | 減碼 |
| Mather Group, LLC. | 17,126 | $585.4 萬 | 0.06% | −1,727−9.2% | 減碼 |
| Commonwealth Retirement Investments LLC | 17,257 | $589.8 萬 | 1.83% | −93−0.5% | 減碼 |
| BCJ Capital Management, LLC | 17,265 | $590.1 萬 | 0.31% | +3,677+27.1% | 加碼 |
| M&G Plc | 17,265 | $590.5 萬 | 0.03% | 00.0% | 不變 |
| Tema ETFs LLC | 17,301 | $591.3 萬 | 0.40% | −1,282−6.9% | 減碼 |
| Marathon Wealth Advisors LLC | 17,305 | $591.5 萬 | 2.43% | +56+0.3% | 加碼 |
| Himension Fund | 17,452 | $596.5 萬 | 0.46% | −8,562−32.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $602.4 萬 | 0.47% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 17,664 | $603.4 萬 | 0.42% | +6,818+62.9% | 加碼 |
| SP Asset Management LLC | 17,685 | $604.4 萬 | 0.53% | −1,147−6.1% | 減碼 |
| Guinness Atkinson Asset Management Inc | 17,729 | $606.0 萬 | 3.03% | −11,111−38.5% | 減碼 |
| Cullen Investment Group, Ltd. | 17,797 | $607.8 萬 | 0.80% | +5,558+45.4% | 加碼 |
| Droms Strauss Advisors Inc | 17,820 | $609.1 萬 | 1.59% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 17,856 | $610.3 萬 | 0.46% | +17,856 | 新進 |
| Knollwood Investment Advisory, LLC | 17,890 | $611.5 萬 | 0.62% | 00.0% | 不變 |
| Gibbs Wealth Management | 17,898 | $611.7 萬 | 0.81% | +14,007+360.0% | 加碼 |
| Change Path, LLC | 18,018 | $615.8 萬 | 0.14% | −346−1.9% | 減碼 |
| Advisory Resource Group | 18,111 | $619.0 萬 | 1.07% | −9,880−35.3% | 減碼 |
| Harbour Investments, Inc. | 18,162 | $620.8 萬 | 0.10% | +15,520+587.4% | 加碼 |
| Cambient Family Office, LLC | 18,256 | $624.0 萬 | 0.87% | +754+4.3% | 加碼 |
| Processus Wealth & Capital Management, LLC | 18,271 | $624.5 萬 | 4.24% | +24+0.1% | 加碼 |
| Pflug Koory, LLC | 18,316 | $626.0 萬 | 2.87% | −2,706−12.9% | 減碼 |
| Fruth Investment Management | 18,325 | $626.3 萬 | 1.56% | −400−2.1% | 減碼 |
| Silvant Capital Management LLC | 18,339 | $626.8 萬 | 0.22% | +1,750+10.5% | 加碼 |
| Fortem Financial Group, LLC | 18,370 | $627.9 萬 | 1.58% | +621+3.5% | 加碼 |
| WSFS Capital Management, LLC | 18,451 | $630.6 萬 | 0.31% | +46+0.2% | 加碼 |
| Progressive Investment Management Corp | 18,561 | $634.4 萬 | 1.68% | +12+0.1% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 18,630 | $636.7 萬 | 6.31% | −1,192−6.0% | 減碼 |
| Baader Bank INC | 18,837 | $641.4 萬 | 0.63% | −8,211−30.4% | 減碼 |
| Cullen Capital Management LLC | 18,868 | $644.9 萬 | 0.07% | −1,242−6.2% | 減碼 |
| Signaturefd, LLC | 18,916 | $646.5 萬 | 0.10% | +1,076+6.0% | 加碼 |
| WealthPlan Investment Management, LLC | 18,927 | $646.9 萬 | 0.36% | +14,715+349.4% | 加碼 |
| Koshinski Asset Management, Inc. | 18,951 | $647.7 萬 | 0.40% | +163+0.9% | 加碼 |
| Institute for Wealth Management, LLC. | 19,014 | $649.9 萬 | 0.70% | −280−1.5% | 減碼 |
| Atom Investors LP | 19,252 | $658.0 萬 | 0.47% | +12,315+177.5% | 加碼 |
| SFE Investment Counsel | 19,257 | $658.2 萬 | 1.05% | −1,336−6.5% | 減碼 |
| Modern Wealth Management, LLC | 18,703 | $661.7 萬 | 0.11% | +299+1.6% | 加碼 |
| Bill Few Associates, Inc. | 19,528 | $667.5 萬 | 1.60% | +23+0.1% | 加碼 |
| Bank Ozk | 19,589 | $669.5 萬 | 2.36% | −1,726−8.1% | 減碼 |
| Formuepleje A/S | 19,666 | $672.2 萬 | 0.61% | −39,148−66.6% | 減碼 |
| Wahed Invest LLC | 19,682 | $672.7 萬 | 0.87% | −1,436−6.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 19,754 | $675.2 萬 | 0.38% | +10,303+109.0% | 加碼 |
| Plato Investment Management Ltd | 19,868 | $679.5 萬 | 0.46% | +5,559+38.8% | 加碼 |
| Meeder Advisory Services, Inc. | 19,884 | $679.6 萬 | 0.28% | +391+2.0% | 加碼 |
| Professional Advisory Services Inc | 19,891 | $679.9 萬 | 0.94% | −10,809−35.2% | 減碼 |
| S-Bank Fund Management Ltd | 20,000 | $683.6 萬 | 1.02% | −14,000−41.2% | 減碼 |
| Capelight Capital Asset Management LP | 20,000 | $683.6 萬 | 5.69% | +10,000+100.0% | 加碼 |
| Romano Brothers and Company | 20,047 | $685.2 萬 | 0.78% | −455−2.2% | 減碼 |
| Stanley-Laman Group, Ltd. | 20,141 | $688.4 萬 | 0.85% | +18,056+866.0% | 加碼 |
| Perennial Advisors, LLC | 20,236 | $691.6 萬 | 1.18% | −1,632−7.5% | 減碼 |
| Glass Wealth Management Co LLC | 20,258 | $692.4 萬 | 2.68% | +506+2.6% | 加碼 |
| Capital Asset Advisory Services LLC | 17,787 | $696.6 萬 | 0.27% | −5,985−25.2% | 減碼 |
| English Capital Management LLC | 20,420 | $697.9 萬 | 4.11% | 00.0% | 不變 |
| Shayne & Co., LLC | 20,424 | $698.1 萬 | 2.16% | −2,071−9.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 20,539 | $702.0 萬 | 0.45% | +2,034+11.0% | 加碼 |
| Eagle Capital Management, LLC | 20,561 | $702.8 萬 | 2.77% | −118−0.6% | 減碼 |
| New Age Alpha Advisors, LLC | 20,817 | $711.5 萬 | 0.33% | +17,671+561.7% | 加碼 |
| ARS Investment Partners, LLC | 21,046 | $719.3 萬 | 0.37% | +2,027+10.7% | 加碼 |
| Resources Investment Advisors, LLC. | 21,090 | $720.8 萬 | 0.07% | +7,705+57.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $721.5 萬 | 0.49% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 21,114 | $721.7 萬 | 0.13% | −1,000−4.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 21,227 | $725.5 萬 | 0.07% | +746+3.6% | 加碼 |
| BDF-Gestion | 21,247 | $726.2 萬 | 0.98% | −5,940−21.8% | 減碼 |
| Broderick Brian C | 21,247 | $726.2 萬 | 1.34% | +5,166+32.1% | 加碼 |
| Ssa Swiss Advisors AG | 21,734 | $727.7 萬 | 3.38% | −3,168−12.7% | 減碼 |
| Asset One Wealth Management LLC | 18,462 | $728.0 萬 | 0.81% | +1,733+10.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,315 | $728.5 萬 | 0.02% | −17,878−45.6% | 減碼 |
| Johnson Investment Counsel Inc | 21,484 | $734.3 萬 | 0.06% | −956−4.3% | 減碼 |
| Phraction Management LLC | 21,494 | $734.6 萬 | 1.91% | −5,860−21.4% | 減碼 |
| Securian Asset Management, Inc | 21,533 | $736.0 萬 | 0.29% | −129−0.6% | 減碼 |
| Science & Technology Partners, L.P. | 21,550 | $736.6 萬 | 1.93% | +21,550 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $738.2 萬 | 0.22% | 00.0% | 不變 |
| Dakota Wealth Management | 21,662 | $740.4 萬 | 0.16% | +1,589+7.9% | 加碼 |
| Stelac Advisory Services LLC | 22,179 | $741.4 萬 | 1.50% | +21,734+4,884.0% | 加碼 |
| Scott & Selber, Inc. | 21,697 | $741.6 萬 | 1.91% | −90.0% | 減碼 |
| Daymark Wealth Partners, LLC | 21,715 | $742.2 萬 | 0.23% | +136+0.6% | 加碼 |
| KR Capital LP | 21,757 | $743.6 萬 | 1.49% | +21,757 | 新進 |
| Soltis Investment Advisors LLC | 21,835 | $746.3 萬 | 0.49% | −4,209−16.2% | 減碼 |
| Capital International Sarl | 21,869 | $747.5 萬 | 0.12% | −7,291−25.0% | 減碼 |
| Evergreen Capital Management LLC | 21,876 | $747.7 萬 | 0.16% | +819+3.9% | 加碼 |
| Welch Group, LLC | 21,881 | $747.9 萬 | 0.28% | +19,963+1,040.8% | 加碼 |
| MUFG Securities Americas Inc. | 21,958 | $750.5 萬 | 0.48% | +496+2.3% | 加碼 |
| Gateway Investment Advisers LLC | 22,046 | $753.5 萬 | 0.08% | −40,052−64.5% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $755.6 萬 | 4.11% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 22,247 | $760.4 萬 | 0.08% | −1,053−4.5% | 減碼 |
| Somerville Kurt F | 22,247 | $760.4 萬 | 2.01% | −6,811−23.4% | 減碼 |
| Kidder Stephen W | 22,265 | $761.0 萬 | 2.24% | +2,190+10.9% | 加碼 |
| BKD Wealth Advisors, LLC | 22,310 | $762.5 萬 | 0.14% | −158−0.7% | 減碼 |
| Regions Financial Corp | 22,392 | $765.3 萬 | 0.05% | −2,742−10.9% | 減碼 |
| PEAK6 LLC | 22,401 | $765.6 萬 | 0.22% | +22,399+1,119,950.0% | 加碼 |
| Smithfield Trust Co | 22,419 | $766.1 萬 | 0.33% | 00.0% | 不變 |
| GAMMA Investing LLC | 22,566 | $771.3 萬 | 0.36% | +3,036+15.5% | 加碼 |
| Family Legacy, Inc. | 22,625 | $773.3 萬 | 2.32% | −3,794−14.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,749 | $777.5 萬 | 0.51% | +27+0.1% | 加碼 |
| Arvest Bank Trust Division | 22,931 | $783.8 萬 | 0.43% | −14,870−39.3% | 減碼 |
| Jacobi Capital Management LLC | 22,983 | $785.5 萬 | 0.44% | −1,673−6.8% | 減碼 |
| Philadelphia Trust Co | 23,000 | $786.1 萬 | 0.55% | −500−2.1% | 減碼 |