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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 46,343 | $1,584 萬 | 1.20% | +2,545+5.8% | 加碼 |
| Boston Common Asset Management, LLC | 46,362 | $1,585 萬 | 1.02% | +26,945+138.8% | 加碼 |
| Sora Investors LLC | 46,429 | $1,587 萬 | 1.46% | −158,143−77.3% | 減碼 |
| Warren Averett Asset Management, LLC | 47,456 | $1,622 萬 | 0.12% | −8,535−15.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 47,470 | $1,622 萬 | 0.62% | +390+0.8% | 加碼 |
| Montag A & Associates Inc | 47,672 | $1,629 萬 | 0.76% | +4,821+11.3% | 加碼 |
| Mission Wealth Management, LP | 47,761 | $1,632 萬 | 0.34% | −4,155−8.0% | 減碼 |
| Mizuho Securities USA LLC | 47,984 | $1,640 萬 | 0.39% | −10,022−17.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 48,155 | $1,646 萬 | 0.13% | +1,186+2.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 48,216 | $1,648 萬 | 0.19% | +48,216 | 新進 |
| Bradley Foster & Sargent Inc | 48,421 | $1,655 萬 | 0.26% | −14,813−23.4% | 減碼 |
| Private Advisor Group, LLC | 48,452 | $1,656 萬 | 0.08% | +8,557+21.4% | 加碼 |
| Longaeva Partners L.P. | 48,642 | $1,663 萬 | 0.80% | +48,642 | 新進 |
| TCG Advisory Services, LLC | 48,850 | $1,670 萬 | 0.41% | −937−1.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 48,978 | $1,674 萬 | 0.04% | +48,978 | 新進 |
| Ascent Wealth Partners, LLC | 49,033 | $1,676 萬 | 1.95% | +1,302+2.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 49,068 | $1,677 萬 | 0.25% | +4,184+9.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 49,639 | $1,697 萬 | 0.57% | −175−0.4% | 減碼 |
| SFMG, LLC | 50,477 | $1,725 萬 | 1.18% | −644−1.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 50,589 | $1,729 萬 | 0.06% | +9,446+23.0% | 加碼 |
| Moran Wealth Management, LLC | 50,971 | $1,742 萬 | 0.53% | −12,750−20.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 51,107 | $1,747 萬 | 0.10% | +3,995+8.5% | 加碼 |
| Cullinan Associates Inc | 51,461 | $1,759 萬 | 1.42% | −7,527−12.8% | 減碼 |
| La Banque Postale Asset Management SA | 52,509 | $1,795 萬 | 0.25% | +27,847+112.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 52,730 | $1,802 萬 | 0.61% | −6,091−10.4% | 減碼 |
| E Fund Management Co., Ltd. | 52,892 | $1,808 萬 | 0.54% | +52,892 | 新進 |
| Banque Pictet & Cie SA | 53,413 | $1,818 萬 | 0.21% | −5,815−9.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 53,348 | $1,823 萬 | 0.37% | −22,221−29.4% | 減碼 |
| Capital Investment Advisors, LLC | 53,502 | $1,829 萬 | 0.27% | +1,841+3.6% | 加碼 |
| Greenwich Wealth Management LLC | 53,592 | $1,832 萬 | 0.75% | −118−0.2% | 減碼 |
| Verition Fund Management LLC | 53,611 | $1,832 萬 | 0.18% | +1,259+2.4% | 加碼 |
| Colonial Trust Advisors | 53,639 | $1,833 萬 | 1.42% | −934−1.7% | 減碼 |
| Summit Financial, LLC | 54,302 | $1,856 萬 | 0.24% | +39,208+259.8% | 加碼 |
| Banco Santander, S.A. | 54,676 | $1,869 萬 | 0.15% | −16,279−22.9% | 減碼 |
| Smithbridge Asset Management Inc | 54,865 | $1,875 萬 | 2.78% | −31,774−36.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 55,073 | $1,882 萬 | 0.51% | +26,121+90.2% | 加碼 |
| Sienna Gestion | 58,855 | $1,916 萬 | 1.26% | −51,542−46.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 56,093 | $1,917 萬 | 0.59% | −1,082−1.9% | 減碼 |
| BLI - Banque de Luxembourg Investments | 86,742 | $1,920 萬 | 0.57% | 00.0% | 不變 |
| Jain Global LLC | 56,483 | $1,931 萬 | 0.25% | +56,483 | 新進 |
| Cullen/Frost Bankers, Inc. | 57,196 | $1,955 萬 | 0.22% | +10,616+22.8% | 加碼 |
| Four Tree Island Advisory LLC | 57,758 | $1,974 萬 | 9.96% | +1,957+3.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 57,822 | $1,976 萬 | 0.99% | −1,725−2.9% | 減碼 |
| Freestone Capital Holdings, LLC | 58,002 | $1,982 萬 | 0.60% | +893+1.6% | 加碼 |
| Allworth Financial LP | 58,325 | $1,993 萬 | 0.08% | +29,241+100.5% | 加碼 |
| Matrix Asset Advisors Inc | 58,533 | $2,001 萬 | 1.84% | −13,265−18.5% | 減碼 |
| EP Wealth Advisors, LLC | 58,736 | $2,008 萬 | 0.10% | +642+1.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 58,739 | $2,008 萬 | 0.06% | −4,702−7.4% | 減碼 |
| Laird Norton Trust Company, LLC | 58,954 | $2,015 萬 | 0.44% | +297+0.5% | 加碼 |
| Summit Street Capital Management, LLC | 59,204 | $2,024 萬 | 2.86% | −16,832−22.1% | 減碼 |
| D.A. Davidson & Co. | 59,241 | $2,025 萬 | 0.12% | −5,085−7.9% | 減碼 |
| ProVise Management Group, LLC | 59,575 | $2,036 萬 | 1.46% | −1,606−2.6% | 減碼 |
| Holderness Investments Co | 61,005 | $2,085 萬 | 4.19% | +280.0% | 加碼 |
| Brinker Capital Investments, LLC | 61,177 | $2,091 萬 | 0.18% | −2,061−3.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 61,293 | $2,095 萬 | 0.47% | +20,359+49.7% | 加碼 |
| Jamison Private Wealth Management, Inc. | 61,566 | $2,104 萬 | 2.56% | +110.0% | 加碼 |
| Oppenheimer & Co Inc | 61,907 | $2,116 萬 | 0.26% | +61,907 | 新進 |
| SummitTX Capital, L.P. | 62,062 | $2,121 萬 | 0.68% | −48,016−43.6% | 減碼 |
| Advisory Services Network, LLC | 62,690 | $2,143 萬 | 0.28% | +8,647+16.0% | 加碼 |
| CenterBook Partners LP | 62,913 | $2,150 萬 | 1.16% | +26,332+72.0% | 加碼 |
| Commerce Bank | 63,096 | $2,157 萬 | 0.10% | +20,732+48.9% | 加碼 |
| Grimes & Company, Inc. | 63,193 | $2,160 萬 | 0.60% | +2,161+3.5% | 加碼 |
| Jacobs & Co | 63,284 | $2,163 萬 | 2.13% | −5,138−7.5% | 減碼 |
| Oddo BHF Asset Management SAS | 63,705 | $2,177 萬 | 0.86% | −3,582−5.3% | 減碼 |
| Aptus Capital Advisors, LLC | 63,899 | $2,184 萬 | 0.18% | +27,367+74.9% | 加碼 |
| Senator Investment Group LP | 65,000 | $2,222 萬 | 1.02% | +65,000 | 新進 |
| Zweig-DiMenna Associates LLC | 65,300 | $2,232 萬 | 3.13% | +65,300 | 新進 |
| Anchor Capital Advisors LLC | 65,316 | $2,232 萬 | 0.64% | −8,786−11.9% | 減碼 |
| We Are One Seven, LLC | 65,442 | $2,237 萬 | 0.45% | +1,905+3.0% | 加碼 |
| WoodTrust Financial Corp | 65,823 | $2,250 萬 | 2.90% | −10,401−13.6% | 減碼 |
| Hollencrest Capital Management | 66,524 | $2,274 萬 | 0.85% | −745−1.1% | 減碼 |
| Prudential PLC | 66,794 | $2,283 萬 | 0.17% | +31,264+88.0% | 加碼 |
| Callahan Advisors, LLC | 67,115 | $2,294 萬 | 1.91% | −6,840−9.2% | 減碼 |
| Kempen Capital Management N.V. | 67,456 | $2,305 萬 | 0.20% | +60,176+826.6% | 加碼 |
| F&V Capital Management, LLC | 67,711 | $2,314 萬 | 4.89% | −27,485−28.9% | 減碼 |
| Vident Advisory, LLC | 67,963 | $2,323 萬 | 0.20% | +3,415+5.3% | 加碼 |
| Ceredex Value Advisors LLC | 68,771 | $2,351 萬 | 0.74% | +68,771 | 新進 |
| Allspring Global Investments Holdings, LLC | 66,508 | $2,353 萬 | 0.04% | +1,926+3.0% | 加碼 |
| Jag Capital Management, LLC | 69,261 | $2,367 萬 | 2.67% | +46,928+210.1% | 加碼 |
| Capital Investment Counsel, Inc | 69,295 | $2,368 萬 | 2.90% | −405−0.6% | 減碼 |
| Calamos Wealth Management LLC | 69,519 | $2,376 萬 | 0.82% | −22,675−24.6% | 減碼 |
| LVM Capital Management Ltd | 70,416 | $2,407 萬 | 2.27% | −5,167−6.8% | 減碼 |
| Generali Asset Management SPA SGR | 71,563 | $2,446 萬 | 0.51% | −3,740−5.0% | 減碼 |
| Covea Finance | 71,700 | $2,451 萬 | 0.86% | +71,700 | 新進 |
| Trillium Asset Management, LLC | 114,801 | $2,451 萬 | 0.81% | +43,477+61.0% | 加碼 |
| Prospera Financial Services Inc | 71,953 | $2,460 萬 | 0.40% | +18,764+35.3% | 加碼 |
| Omers Administration Corp | 71,997 | $2,461 萬 | 0.16% | +5,005+7.5% | 加碼 |
| Bokf, NA | 72,148 | $2,466 萬 | 0.38% | −4,114−5.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 72,273 | $2,470 萬 | 1.34% | +473+0.7% | 加碼 |
| Gabelli Funds LLC | 72,300 | $2,471 萬 | 0.17% | +1,650+2.3% | 加碼 |
| LMCG Investments, LLC | 73,764 | $2,521 萬 | 1.50% | −20,876−22.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 76,207 | $2,602 萬 | 1.05% | +6,300+9.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 76,453 | $2,613 萬 | 4.28% | −3,215−4.0% | 減碼 |
| Hemenway Trust Co LLC | 76,922 | $2,629 萬 | 2.12% | +3,732+5.1% | 加碼 |
| Harvest Portfolios Group Inc. | 76,953 | $2,630 萬 | 0.43% | −44,219−36.5% | 減碼 |
| Norinchukin Bank, The | 77,818 | $2,660 萬 | 0.31% | +2,604+3.5% | 加碼 |
| Pensionmark Financial Group, LLC | 78,389 | $2,679 萬 | 0.43% | −3,907−4.7% | 減碼 |
| Avanza Fonder AB | 78,455 | $2,682 萬 | 0.74% | +4,809+6.5% | 加碼 |
| LMR Partners LLP | 78,550 | $2,685 萬 | 0.25% | +43,547+124.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 78,800 | $2,693 萬 | 0.77% | +8,800+12.6% | 加碼 |