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 |
|---|---|---|---|---|---|
| Gunderson Capital Management Inc. | 23,098 | $789.5 萬 | 3.30% | +23,098 | 新進 |
| Cypress Asset Management Inc | 23,114 | $790.0 萬 | 1.83% | −429−1.8% | 減碼 |
| North Dakota State Investment Board | 23,241 | $794.4 萬 | 0.34% | −4,266−15.5% | 減碼 |
| Evercore Wealth Management, LLC | 23,441 | $801.2 萬 | 0.13% | −520−2.2% | 減碼 |
| Perigon Wealth Management, LLC | 23,467 | $802.1 萬 | 0.15% | +72+0.3% | 加碼 |
| Laurion Capital Management LP | 23,522 | $804.0 萬 | 0.75% | +21,222+922.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 23,564 | $805.4 萬 | 1.74% | −6,666−22.1% | 減碼 |
| LOM Asset Management Ltd | 23,711 | $810.4 萬 | 2.33% | −778−3.2% | 減碼 |
| Capital Wealth Planning, LLC | 23,753 | $811.9 萬 | 0.04% | +13,348+128.3% | 加碼 |
| Fulton Bank, N.A. | 23,768 | $812.4 萬 | 0.29% | −1,640−6.5% | 減碼 |
| Boston Private Wealth LLC | 23,873 | $815.9 萬 | 0.54% | +1,451+6.5% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,944 | $818.4 萬 | 0.48% | +23,944 | 新進 |
| Virginia Retirement Systems Et Al | 24,114 | $824.2 萬 | 0.06% | −60,616−71.5% | 減碼 |
| Arkadios Wealth Advisors | 24,146 | $825.3 萬 | 0.14% | −1,602−6.2% | 減碼 |
| Midwest Professional Planners, LTD. | 24,230 | $828.2 萬 | 1.95% | −1,237−4.9% | 減碼 |
| Polar Asset Management Partners Inc. | 24,254 | $829.0 萬 | 0.20% | −9,766−28.7% | 減碼 |
| Summit Trail Advisors, LLC | 24,510 | $837.7 萬 | 0.12% | +6,259+34.3% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 24,570 | $839.8 萬 | 1.66% | −400−1.6% | 減碼 |
| Intact Investment Management Inc. | 24,600 | $840.8 萬 | 0.24% | +4,200+20.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 24,751 | $846.0 萬 | 1.23% | −1,100−4.3% | 減碼 |
| Bonness Enterprises Inc | 24,776 | $846.8 萬 | 3.10% | 00.0% | 不變 |
| Alight Capital Management LP | 25,000 | $854.5 萬 | 2.49% | −5,000−16.7% | 減碼 |
| PKO Investment Management Joint-Stock Co | 25,000 | $854.5 萬 | 0.72% | +1,000+4.2% | 加碼 |
| Ardsley Advisory Partners LP | 25,000 | $854.5 萬 | 1.30% | +25,000 | 新進 |
| Northwest Bancshares, Inc. | 25,005 | $854.6 萬 | 1.70% | −2,742−9.9% | 減碼 |
| Savant Capital, LLC | 25,125 | $858.7 萬 | 0.04% | +5,462+27.8% | 加碼 |
| Trustco Bank Corp N Y | 25,213 | $861.8 萬 | 7.65% | −442−1.7% | 減碼 |
| Independent Advisor Alliance | 25,281 | $864.1 萬 | 0.09% | −681−2.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 25,357 | $866.7 萬 | 0.11% | −240−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 25,398 | $868.1 萬 | 0.13% | −56−0.2% | 減碼 |
| Peak Planning Group, LLC | 25,368 | $868.5 萬 | 2.41% | +105+0.4% | 加碼 |
| Choate Investment Advisors | 25,477 | $870.8 萬 | 0.17% | +398+1.6% | 加碼 |
| Puzo Michael J | 25,577 | $874.2 萬 | 2.55% | −146−0.6% | 減碼 |
| CAPROCK Group, Inc. | 25,967 | $887.6 萬 | 0.22% | −78−0.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 26,020 | $889.3 萬 | 0.19% | −1,428−5.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 26,152 | $893.8 萬 | 0.11% | +120+0.5% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 26,936 | $894.3 萬 | 1.14% | −44,577−62.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,169 | $894.4 萬 | 0.17% | +26,169 | 新進 |
| Skopos Labs, Inc. | 26,247 | $897.1 萬 | 0.28% | +9,301+54.9% | 加碼 |
| Willis Investment Counsel | 26,449 | $904.0 萬 | 0.49% | −35,485−57.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,788 | $915.6 萬 | 0.16% | +2,777+11.6% | 加碼 |
| RSM US Wealth Management LLC | 26,890 | $919.1 萬 | 0.11% | +1,775+7.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 26,904 | $919.6 萬 | 0.37% | −1,175−4.2% | 減碼 |
| Greenleaf Trust | 26,918 | $920.0 萬 | 0.09% | +110+0.4% | 加碼 |
| RBA Wealth Management, LLC | 26,946 | $921.0 萬 | 3.32% | −1,767−6.2% | 減碼 |
| Parallel Advisors, LLC | 26,970 | $921.8 萬 | 0.17% | +4,234+18.6% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 26,981 | $922.2 萬 | 0.51% | −20,034−42.6% | 減碼 |
| Quadrant Capital Group LLC | 27,015 | $923.3 萬 | 0.28% | +653+2.5% | 加碼 |
| Colonial Trust Co | 27,061 | $924.9 萬 | 1.26% | −692−2.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 27,102 | $926.3 萬 | 1.33% | −1,090−3.9% | 減碼 |
| Advisors Asset Management, Inc. | 27,197 | $929.6 萬 | 0.15% | −1,122−4.0% | 減碼 |
| Spartan Wealth Advisory Services LLC | 27,236 | $930.9 萬 | 0.81% | +27,236 | 新進 |
| Ingalls & Snyder LLC | 27,329 | $934.1 萬 | 0.33% | −1,213−4.2% | 減碼 |
| Apollon Wealth Management, LLC | 27,445 | $938.0 萬 | 0.15% | +221+0.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 27,480 | $939.2 萬 | 2.61% | −1,683−5.8% | 減碼 |
| Plimoth Trust Co LLC | 27,537 | $941.2 萬 | 2.10% | −2,039−6.9% | 減碼 |
| Argonautica Private Wealth Management, Inc | 27,882 | $953.0 萬 | 2.88% | −391−1.4% | 減碼 |
| Bailard, Inc. | 27,896 | $953.5 萬 | 0.22% | −2,246−7.5% | 減碼 |
| KKM Financial LLC | 37,276 | $958.0 萬 | 1.70% | 00.0% | 不變 |
| Oak Thistle LLC | 28,107 | $960.7 萬 | 0.93% | +12,430+79.3% | 加碼 |
| DuPont Capital Management Corp | 28,212 | $964.3 萬 | 1.10% | −8,798−23.8% | 減碼 |
| Vise Technologies, Inc. | 37,534 | $964.6 萬 | 0.19% | 00.0% | 不變 |
| Callan Family Office, LLC | 28,393 | $970.5 萬 | 0.22% | −2,007−6.6% | 減碼 |
| Empirical Finance, LLC | 28,415 | $971.2 萬 | 0.46% | −64−0.2% | 減碼 |
| Fort Sheridan Advisors LLC | 28,454 | $972.5 萬 | 1.18% | −49−0.2% | 減碼 |
| Mizuho Markets Cayman LP | 28,465 | $972.9 萬 | 0.52% | +14,199+99.5% | 加碼 |
| Coldstream Capital Management Inc | 28,520 | $974.8 萬 | 0.12% | +1,687+6.3% | 加碼 |
| Night Owl Capital Management, LLC | 28,525 | $975.0 萬 | 1.14% | +28,525 | 新進 |
| Churchill Financial Advisors, LLC | 28,542 | $975.5 萬 | 2.05% | +4,732+19.9% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 28,552 | $975.9 萬 | 1.17% | −14,833−34.2% | 減碼 |
| First Community Trust NA | 28,841 | $985.8 萬 | 7.27% | −110.0% | 減碼 |
| Miracle Mile Advisors, LLC | 28,841 | $985.8 萬 | 0.14% | +3,198+12.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 28,873 | $986.9 萬 | 0.35% | +669+2.4% | 加碼 |
| Midway Capital Research & Management | 29,045 | $992.7 萬 | 9.36% | −732−2.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 29,049 | $992.9 萬 | 0.34% | −2,328−7.4% | 減碼 |
| Leelyn Smith, LLC | 29,163 | $996.8 萬 | 1.40% | −966−3.2% | 減碼 |
| SevenBridge Financial Group, LLC | 24,720 | $997.4 萬 | 1.56% | −977−3.8% | 減碼 |
| Saudi Central Bank | 29,268 | $1,000 萬 | 0.21% | +29,268 | 新進 |
| Pine Valley Investments Ltd Liability Co | 29,297 | $1,001 萬 | 0.49% | +2,890+10.9% | 加碼 |
| Kinneret Advisory, LLC | 29,355 | $1,003 萬 | 0.95% | −1,301−4.2% | 減碼 |
| Metis Global Partners, LLC | 29,507 | $1,009 萬 | 0.25% | −4,038−12.0% | 減碼 |
| Palmer Knight Co | 29,621 | $1,012 萬 | 4.94% | +214+0.7% | 加碼 |
| Trivest Advisors Ltd | 29,974 | $1,024 萬 | 0.74% | −18,026−37.6% | 減碼 |
| Robinhood Asset Management, LLC | 30,163 | $1,031 萬 | 0.75% | −20,860−40.9% | 減碼 |
| Siemens Fonds Invest GmbH | 30,208 | $1,032 萬 | 0.59% | −2,280−7.0% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 30,502 | $1,043 萬 | 0.04% | +30,502 | 新進 |
| Waratah Capital Advisors Ltd. | 30,664 | $1,048 萬 | 0.94% | +30,664 | 新進 |
| Farther Finance Advisors, LLC | 29,634 | $1,048 萬 | 0.10% | +3,422+13.1% | 加碼 |
| Red Spruce Capital, LLC | 30,678 | $1,049 萬 | 4.31% | +168+0.6% | 加碼 |
| Pacifica Partners Inc. | 30,830 | $1,054 萬 | 3.50% | +30,830 | 新進 |
| Beacon Pointe Advisors, LLC | 30,882 | $1,056 萬 | 0.06% | +7,624+32.8% | 加碼 |
| Gold Investment Management Ltd. | 31,043 | $1,061 萬 | 3.29% | +105+0.3% | 加碼 |
| Citizens Financial Group Inc | 31,132 | $1,064 萬 | 0.15% | −148−0.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 31,211 | $1,067 萬 | 0.15% | −633−2.0% | 減碼 |
| Delta Financial Advisors LLC | 31,220 | $1,067 萬 | 2.78% | −1,506−4.6% | 減碼 |
| Hosking Partners LLP | 31,402 | $1,073 萬 | 0.38% | −19,955−38.9% | 減碼 |
| Rench Wealth Management, Inc. | 31,749 | $1,085 萬 | 3.26% | −963−2.9% | 減碼 |
| Everence Capital Management Inc | 31,873 | $1,089 萬 | 0.66% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 31,926 | $1,091 萬 | 0.50% | +229+0.7% | 加碼 |
| Hartford Financial Management Inc. | 32,082 | $1,097 萬 | 2.79% | −3,101−8.8% | 減碼 |