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
- 2,955
- 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 1,162 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 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $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 |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 9,062 | $309.4 萬 | 0.24% | −2,362−20.7% | 減碼 |
| Unique Wealth Strategies, LLC | 9,049 | $309.3 萬 | 1.27% | +167+1.9% | 加碼 |
| 111 Capital | 9,044 | $309.1 萬 | 0.76% | +1,541+20.5% | 加碼 |
| Fayez Sarofim & Co | 9,016 | $308.2 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 9,005 | $307.8 萬 | 0.50% | +5,225+138.2% | 加碼 |
| HM Payson & Co | 9,000 | $307.6 萬 | 0.04% | −1,300−12.6% | 減碼 |
| Dnca Finance | 9,000 | $307.6 萬 | 0.18% | −12,000−57.1% | 減碼 |
| Avantax Planning Partners, Inc. | 8,999 | $307.6 萬 | 0.08% | +100+1.1% | 加碼 |
| Shepherd Street Advisors LLC | 8,978 | $306.9 萬 | 3.02% | −126−1.4% | 減碼 |
| Smith, Salley & Associates | 8,974 | $306.7 萬 | 0.15% | +752+9.1% | 加碼 |
| Sumitomo Life Insurance Co | 8,970 | $306.6 萬 | 0.07% | +3,209+55.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 11,673 | $306.3 萬 | 0.61% | +2,323+24.8% | 加碼 |
| Capula Management Ltd | 8,947 | $305.8 萬 | 0.03% | +8,033+878.9% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 8,862 | $302.9 萬 | 0.37% | +3,123+54.4% | 加碼 |
| Csenge Advisory Group | 8,805 | $301.0 萬 | 0.14% | −943−9.7% | 減碼 |
| Pacific Sage Partners, LLC | 8,790 | $300.4 萬 | 0.47% | −71−0.8% | 減碼 |
| Catalyst Capital Advisors LLC | 8,762 | $299.5 萬 | 0.06% | −493−5.3% | 減碼 |
| Mirabella Financial Services LLP | 8,733 | $298.5 萬 | 0.29% | −1,117−11.3% | 減碼 |
| Guardian Capital LP | 8,725 | $298.2 萬 | 0.08% | −6,125−41.2% | 減碼 |
| Nicolet Bankshares Inc | 8,594 | $297.9 萬 | 0.11% | +7,694+854.9% | 加碼 |
| Alexis Investment Partners, LLC | 9,214 | $297.7 萬 | 2.05% | −837−8.3% | 減碼 |
| Edentree Asset Management Ltd | 8,688 | $296.7 萬 | 0.89% | −2,830−24.6% | 減碼 |
| Grove Bank & Trust | 8,664 | $296.1 萬 | 0.33% | +167+2.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 8,661 | $296.0 萬 | 0.09% | −493−5.4% | 減碼 |
| Optimize Financial Inc | 8,629 | $294.9 萬 | 1.45% | +45+0.5% | 加碼 |
| American Money Management, LLC | 8,617 | $294.5 萬 | 0.47% | −1,116−11.5% | 減碼 |
| Fiduciary Trust Co | 8,600 | $293.9 萬 | 0.03% | +2,136+33.0% | 加碼 |
| Net Worth Advisory Group | 8,590 | $293.6 萬 | 0.61% | −138−1.6% | 減碼 |
| Riverstone Advisors, LLC | 8,576 | $293.1 萬 | 1.45% | +77+0.9% | 加碼 |
| Salvus Wealth Management, LLC | 8,531 | $291.6 萬 | 1.70% | −157−1.8% | 減碼 |
| Watershed Asset Management, L.L.C. | 8,500 | $290.5 萬 | 3.01% | +6,838+411.4% | 加碼 |
| PFG Investments, LLC | 8,492 | $290.3 萬 | 0.14% | +135+1.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,474 | $289.6 萬 | 0.16% | +258+3.1% | 加碼 |
| Charter Research & Investment Group, Inc. | 8,450 | $288.8 萬 | 1.92% | −175−2.0% | 減碼 |
| Krilogy Financial LLC | 7,382 | $287.8 萬 | 0.09% | +889+13.7% | 加碼 |
| Hartline Investment Corp | 8,385 | $286.6 萬 | 0.32% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 8,378 | $286.4 萬 | 1.03% | −2,453−22.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,323 | $284.5 萬 | 0.08% | −352−4.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 8,316 | $284.2 萬 | 0.09% | +528+6.8% | 加碼 |
| Twin City Private Wealth, LLC | 8,278 | $282.9 萬 | 2.15% | −967−10.5% | 減碼 |
| Needham Investment Management LLC | 8,250 | $282.0 萬 | 0.14% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 8,231 | $281.3 萬 | 0.07% | −2,079−20.2% | 減碼 |
| Carr Financial Group Corp | 8,197 | $280.2 萬 | 0.74% | −441−5.1% | 減碼 |
| Boston Family Office LLC | 8,186 | $279.8 萬 | 0.19% | +54+0.7% | 加碼 |
| EPG Wealth Management LLC | 8,146 | $278.4 萬 | 0.76% | +62+0.8% | 加碼 |
| Avestar Capital, LLC | 8,135 | $278.0 萬 | 0.19% | +188+2.4% | 加碼 |
| WealthShield Partners, LLC | 8,124 | $277.7 萬 | 0.31% | +6,752+492.1% | 加碼 |
| Sphera Management Technology Funds Ltd | 8,100 | $276.8 萬 | 1.56% | −9,050−52.8% | 減碼 |
| Stock Yards Bank & Trust Co | 8,071 | $275.9 萬 | 0.09% | +23+0.3% | 加碼 |
| Marshall Financial Group LLC | 8,061 | $275.5 萬 | 0.44% | −30.0% | 減碼 |
| Crux Wealth Advisors | 8,018 | $274.1 萬 | 1.05% | −368−4.4% | 減碼 |
| Wynn Capital, LLC | 7,997 | $273.3 萬 | 1.40% | +40+0.5% | 加碼 |
| Kentucky Trust Co | 7,980 | $272.7 萬 | 1.43% | −385−4.6% | 減碼 |
| Sax Wealth Advisors, LLC | 10,599 | $272.4 萬 | 0.13% | −79−0.7% | 減碼 |
| Private Wealth Advisors | 7,914 | $270.5 萬 | 0.76% | +695+9.6% | 加碼 |
| United Asset Strategies, Inc. | 7,874 | $269.1 萬 | 0.21% | +57+0.7% | 加碼 |
| Bryn Mawr Trust Co | 7,836 | $267.8 萬 | 0.06% | +150+2.0% | 加碼 |
| Alphadyne Asset Management LP | 7,823 | $267.4 萬 | 0.35% | +6,283+408.0% | 加碼 |
| Meridian Wealth Advisors, LLC | 7,811 | $267.0 萬 | 0.35% | +6,521+505.5% | 加碼 |
| SPWM Advisors LLC | 6,186 | $266.7 萬 | 2.32% | −1,336−17.8% | 減碼 |
| Heartland Advisors Inc | 7,803 | $266.7 萬 | 0.14% | +23+0.3% | 加碼 |
| RFG Advisory, LLC | 7,776 | $265.8 萬 | 0.05% | −7,022−47.5% | 減碼 |
| Atlantic Union Bankshares Corp | 7,771 | $265.6 萬 | 0.05% | −5,850−42.9% | 減碼 |
| Pallas Capital Advisors LLC | 7,746 | $264.7 萬 | 0.10% | −70−0.9% | 減碼 |
| Archford Capital Strategies, LLC | 7,724 | $264.0 萬 | 0.30% | +608+8.5% | 加碼 |
| Checchi Capital Advisers, LLC | 7,722 | $263.9 萬 | 0.18% | +485+6.7% | 加碼 |
| Signal Advisors Wealth, LLC | 7,702 | $263.2 萬 | 0.18% | +5,444+241.1% | 加碼 |
| Fiduciary Alliance LLC | 6,654 | $262.4 萬 | 0.16% | +438+7.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 7,664 | $261.9 萬 | 0.10% | −604−7.3% | 減碼 |
| First National Trust Co | 7,662 | $261.9 萬 | 0.09% | −4−0.1% | 減碼 |
| True North Advisors, LLC | 7,658 | $261.7 萬 | 0.30% | −262−3.3% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 7,649 | $261.4 萬 | 2.57% | +37+0.5% | 加碼 |
| Left Brain Wealth Management, LLC | 7,649 | $261.4 萬 | 1.03% | +7,649 | 新進 |
| RNC Capital Management LLC | 7,628 | $260.7 萬 | 0.11% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 7,623 | $260.5 萬 | 0.31% | +1,334+21.2% | 加碼 |
| First American Trust, FSB | 7,603 | $259.8 萬 | 0.17% | −2,011−20.9% | 減碼 |
| Bridgeway Capital Management, LLC | 7,600 | $259.8 萬 | 0.05% | −2,820−27.1% | 減碼 |
| Adirondack Trust Co | 7,581 | $259.1 萬 | 0.87% | −665−8.1% | 減碼 |
| Tealwood Asset Management Inc | 7,580 | $259.1 萬 | 1.18% | −28−0.4% | 減碼 |
| Stonebridge Capital Advisors LLC | 7,580 | $259.1 萬 | 0.18% | −869−10.3% | 減碼 |
| Perpetual Ltd | 7,578 | $259.0 萬 | 0.04% | +403+5.6% | 加碼 |
| Sterling Capital Management LLC | 7,566 | $258.6 萬 | 0.05% | −3,953−34.3% | 減碼 |
| Cigna Investments Inc | 7,560 | $258.4 萬 | 0.40% | −205−2.6% | 減碼 |
| Okabena Investment Services Inc | 7,546 | $257.9 萬 | 0.50% | +18+0.2% | 加碼 |
| Enterprise Financial Services Corp | 7,545 | $257.9 萬 | 1.31% | +3,107+70.0% | 加碼 |
| Hardy Reed LLC | 7,538 | $257.6 萬 | 0.19% | +7+0.1% | 加碼 |
| Three Seasons Wealth, LLC | 7,525 | $257.2 萬 | 0.98% | +5,770+328.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,508 | $256.6 萬 | 0.02% | −115−1.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,504 | $256.5 萬 | 0.26% | +20+0.3% | 加碼 |
| Sunstone Asset Management, L.P. | 7,500 | $256.3 萬 | 3.02% | +4,400+141.9% | 加碼 |
| Camarda Financial Advisors, LLC | 7,498 | $256.3 萬 | 1.35% | +7,498 | 新進 |
| Peloton Wealth Strategists | 7,480 | $255.7 萬 | 1.03% | −9,260−55.3% | 減碼 |
| Concentrum Wealth Management | 7,438 | $254.2 萬 | 0.75% | −181−2.4% | 減碼 |
| Cove Private Wealth, LLC | 7,426 | $253.8 萬 | 0.58% | +22+0.3% | 加碼 |
| Agate Pass Investment Management, LLC | 7,424 | $253.7 萬 | 0.99% | +195+2.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 7,387 | $252.5 萬 | 0.05% | +467+6.7% | 加碼 |
| Private Trust Co NA | 7,380 | $252.2 萬 | 0.23% | +1,813+32.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 7,366 | $251.8 萬 | 0.59% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 5,770 | $251.3 萬 | 0.05% | +202+3.6% | 加碼 |
| JT Stratford LLC | 7,316 | $250.0 萬 | 0.32% | −4,549−38.3% | 減碼 |