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、3 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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 32,083 | $1,097 萬 | 0.09% | +6,155+23.7% | 加碼 |
| Freestone Grove Partners LP | 32,100 | $1,097 萬 | 0.08% | −22,356−41.1% | 減碼 |
| Woodstock Corp | 32,204 | $1,101 萬 | 0.98% | −330−1.0% | 減碼 |
| Advanced Asset Management Advisors Inc | 32,300 | $1,104 萬 | 3.05% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 32,414 | $1,108 萬 | 0.32% | +32,414 | 新進 |
| Berkshire Capital Holdings Inc | 32,470 | $1,110 萬 | 4.00% | +32,460+324,600.0% | 加碼 |
| Brevan Howard Capital Management LP | 32,721 | $1,118 萬 | 0.11% | +16,279+99.0% | 加碼 |
| Sawgrass Asset Management LLC | 32,883 | $1,124 萬 | 1.69% | −904−2.7% | 減碼 |
| Hall Laurie J Trustee | 33,133 | $1,132 萬 | 4.00% | −1,390−4.0% | 減碼 |
| Carret Asset Management, LLC | 33,293 | $1,138 萬 | 1.11% | −1,065−3.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 33,422 | $1,142 萬 | 0.84% | −1,030−3.0% | 減碼 |
| Citizens National Bank Trust Department | 33,452 | $1,143 萬 | 1.90% | −1,542−4.4% | 減碼 |
| LGT Fund Management Co Ltd. | 33,482 | $1,144 萬 | 0.50% | +7,110+27.0% | 加碼 |
| Ancora Advisors, LLC | 33,602 | $1,148 萬 | 0.24% | −3,709−9.9% | 減碼 |
| Signet Financial Management, LLC | 33,612 | $1,149 萬 | 1.29% | −6,870−17.0% | 減碼 |
| GDS Wealth Management | 33,764 | $1,154 萬 | 0.69% | +33,764 | 新進 |
| Burr Financial Services, LLC | 33,817 | $1,156 萬 | 9.18% | +5,078+17.7% | 加碼 |
| Cornerstone Wealth Group, LLC | 29,610 | $1,168 萬 | 0.75% | −10,441−26.1% | 減碼 |
| Westerkirk Capital Inc. | 34,206 | $1,169 萬 | 1.26% | −2,194−6.0% | 減碼 |
| Bogart Wealth, LLC | 34,376 | $1,175 萬 | 0.45% | −19,694−36.4% | 減碼 |
| King Luther Capital Management Corp | 34,569 | $1,182 萬 | 0.05% | +32,742+1,792.1% | 加碼 |
| First Foundation Advisors | 34,668 | $1,185 萬 | 0.48% | +150.0% | 加碼 |
| Stephens Inc | 34,506 | $1,193 萬 | 0.15% | +1,550+4.7% | 加碼 |
| William Blair Investment Management, LLC | 34,940 | $1,194 萬 | 0.04% | −224−0.6% | 減碼 |
| 3G Capital Partners LP | 35,000 | $1,196 萬 | 4.25% | +35,000 | 新進 |
| Petredis Investment Advisors LLC | 35,013 | $1,197 萬 | 0.98% | +454+1.3% | 加碼 |
| Naples Global Advisors, LLC | 35,323 | $1,207 萬 | 0.88% | −144−0.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 35,451 | $1,212 萬 | 0.32% | −1,250−3.4% | 減碼 |
| New Mexico Educational Retirement Board | 35,886 | $1,227 萬 | 0.38% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 36,038 | $1,232 萬 | 0.38% | −23−0.1% | 減碼 |
| Davenport & Co LLC | 36,196 | $1,237 萬 | 0.07% | −2,444−6.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,221 | $1,238 萬 | 0.35% | −711−1.9% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 36,350 | $1,242 萬 | 0.10% | +2,250+6.6% | 加碼 |
| United Capital Financial Advisers, LLC | 36,371 | $1,243 萬 | 0.08% | +339+0.9% | 加碼 |
| Polar Capital Holdings Plc | 36,568 | $1,250 萬 | 0.05% | −15,432−29.7% | 減碼 |
| Diversified Trust Co | 36,592 | $1,251 萬 | 0.23% | +6,174+20.3% | 加碼 |
| AIA Group Ltd | 36,720 | $1,255 萬 | 0.18% | +36,720 | 新進 |
| HB Wealth Management, LLC | 36,844 | $1,259 萬 | 0.08% | +2,821+8.3% | 加碼 |
| Generate Investment Management Ltd | 36,882 | $1,261 萬 | 0.62% | +36,882 | 新進 |
| Argent Trust Co | 36,917 | $1,262 萬 | 0.43% | −1,746−4.5% | 減碼 |
| Scotia Capital Inc. | 36,930 | $1,262 萬 | 0.05% | +20,743+128.1% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 37,000 | $1,265 萬 | 7.17% | −1,210−3.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 37,283 | $1,274 萬 | 0.96% | +14,739+65.4% | 加碼 |
| Insight Holdings Group, LLC | 37,355 | $1,277 萬 | 0.90% | +37,355 | 新進 |
| Integrated Wealth Concepts LLC | 37,472 | $1,281 萬 | 0.10% | +25,581+215.1% | 加碼 |
| GHP Investment Advisors, Inc. | 37,772 | $1,291 萬 | 0.53% | +2,017+5.6% | 加碼 |
| Steadfast Capital Management LP | 37,900 | $1,295 萬 | 0.49% | +37,900 | 新進 |
| Great Lakes Advisors, LLC | 37,959 | $1,297 萬 | 0.11% | −6,346−14.3% | 減碼 |
| Patton Albertson Miller Group, LLC | 38,052 | $1,301 萬 | 1.54% | −112−0.3% | 減碼 |
| FORA Capital, LLC | 38,105 | $1,301 萬 | 0.95% | +25,136+193.8% | 加碼 |
| Vestcor Inc | 38,072 | $1,301 萬 | 0.36% | +6,480+20.5% | 加碼 |
| Compass Wealth Management LLC | 38,152 | $1,304 萬 | 3.22% | −3,019−7.3% | 減碼 |
| Intech Investment Management LLC | 38,200 | $1,306 萬 | 0.13% | +21,846+133.6% | 加碼 |
| Evergreen Private Wealth LLC | 38,407 | $1,312 萬 | 5.30% | −3,204−7.7% | 減碼 |
| Glassy Mountain Advisors, Inc. | 38,393 | $1,312 萬 | 4.08% | −222−0.6% | 減碼 |
| Spire Wealth Management | 38,479 | $1,315 萬 | 0.45% | +25,674+200.5% | 加碼 |
| Blume Capital Management, Inc. | 38,862 | $1,328 萬 | 2.26% | −4,372−10.1% | 減碼 |
| Beacon Investment Advisors LLC | 38,981 | $1,332 萬 | 5.03% | −272−0.7% | 減碼 |
| Burney Co | 39,024 | $1,334 萬 | 0.42% | −8,635−18.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 39,134 | $1,338 萬 | 0.31% | −28,192−41.9% | 減碼 |
| GAM Holding AG | 39,224 | $1,341 萬 | 1.18% | −2,952−7.0% | 減碼 |
| Merit Financial Group, LLC | 39,256 | $1,342 萬 | 0.10% | +3,516+9.8% | 加碼 |
| Clearstead Advisors, LLC | 39,274 | $1,342 萬 | 0.12% | −5,323−11.9% | 減碼 |
| First American Bank | 39,283 | $1,343 萬 | 0.84% | +1,836+4.9% | 加碼 |
| Modera Wealth Management, LLC | 39,328 | $1,344 萬 | 0.16% | −2,244−5.4% | 減碼 |
| Ironvine Capital Partners, LLC | 39,430 | $1,348 萬 | 1.48% | −6,989−15.1% | 減碼 |
| Sava Infond d.o.o. | 39,465 | $1,349 萬 | 1.91% | −16,070−28.9% | 減碼 |
| Cinctive Capital Management LP | 39,469 | $1,349 萬 | 0.89% | +30,317+331.3% | 加碼 |
| Cooper Creek Partners Management LLC | 39,691 | $1,357 萬 | 0.65% | +39,691 | 新進 |
| Tower Research Capital LLC (TRC) | 39,984 | $1,367 萬 | 0.36% | −19,578−32.9% | 減碼 |
| Maryland State Retirement & Pension System | 39,990 | $1,367 萬 | 0.28% | 00.0% | 不變 |
| Telemark Asset Management, LLC | 40,000 | $1,367 萬 | 1.26% | 00.0% | 不變 |
| Blue Sparrow, LLC | 40,192 | $1,374 萬 | 0.23% | −79,310−66.4% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 40,249 | $1,376 萬 | 0.66% | +170.0% | 加碼 |
| Meeder Asset Management Inc | 40,435 | $1,382 萬 | 0.79% | +4,167+11.5% | 加碼 |
| Atria Investments LLC | 40,483 | $1,384 萬 | 0.15% | −8,186−16.8% | 減碼 |
| Benjamin Edwards Inc | 40,543 | $1,386 萬 | 0.14% | −3,325−7.6% | 減碼 |
| Principal Securities, Inc. | 40,925 | $1,399 萬 | 0.21% | +179+0.4% | 加碼 |
| Univest Financial Corp | 40,954 | $1,400 萬 | 0.79% | −14,231−25.8% | 減碼 |
| FourThought Financial Partners, LLC | 40,985 | $1,401 萬 | 1.21% | −1,138−2.7% | 減碼 |
| General American Investors Co Inc | 41,652 | $1,424 萬 | 0.94% | 00.0% | 不變 |
| Capital International Inc | 42,887 | $1,466 萬 | 0.11% | +4,104+10.6% | 加碼 |
| Occudo Quantitative Strategies LP | 37,289 | $1,471 萬 | 0.80% | −18,231−32.8% | 減碼 |
| Bleakley Financial Group, LLC | 43,108 | $1,473 萬 | 0.23% | −1,872−4.2% | 減碼 |
| KCM Investment Advisors LLC | 43,545 | $1,488 萬 | 0.49% | −1,005−2.3% | 減碼 |
| WCG Wealth Advisors LLC | 43,669 | $1,493 萬 | 0.42% | +977+2.3% | 加碼 |
| Hodges Capital Management Inc. | 43,687 | $1,493 萬 | 1.24% | +42,112+2,673.8% | 加碼 |
| American National Bank | 43,809 | $1,497 萬 | 1.43% | +48+0.1% | 加碼 |
| SIH Partners, LLLP | 44,219 | $1,511 萬 | 0.47% | +44,219 | 新進 |
| AMJ Financial Wealth Management | 44,267 | $1,513 萬 | 3.58% | +240+0.5% | 加碼 |
| Exchange Traded Concepts, LLC | 44,433 | $1,519 萬 | 0.12% | +25,769+138.1% | 加碼 |
| Verdence Capital Advisors LLC | 44,582 | $1,524 萬 | 0.89% | −4,186−8.6% | 減碼 |
| Flputnam Investment Management Co | 44,674 | $1,527 萬 | 0.23% | −16,286−26.7% | 減碼 |
| William Allan, LLC | 44,743 | $1,529 萬 | 9.05% | −2,894−6.1% | 減碼 |
| Night Squared LP | 45,100 | $1,541 萬 | 2.26% | +13,550+42.9% | 加碼 |
| Hartford Investment Management Co | 45,227 | $1,546 萬 | 0.49% | −778−1.7% | 減碼 |
| Banque Cantonale Vaudoise | 45,348 | $1,550 萬 | 0.58% | −787−1.7% | 減碼 |
| Glenview Trust Co | 45,531 | $1,556 萬 | 0.24% | +12,596+38.2% | 加碼 |
| Isthmus Partners, LLC | 45,575 | $1,558 萬 | 1.63% | −26,379−36.7% | 減碼 |
| Taylor Hoffman Capital Management LLC | 46,315 | $1,583 萬 | 4.88% | −2,049−4.2% | 減碼 |