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 |
|---|---|---|---|---|---|
| Denali Advisors LLC | 4,549 | $155.5 萬 | 0.17% | −33−0.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,542 | $155.2 萬 | 0.11% | −3,898−46.2% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,540 | $155.2 萬 | 0.42% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 4,536 | $155.0 萬 | 0.10% | +95+2.1% | 加碼 |
| Bellecapital International Ltd. | 4,533 | $154.9 萬 | 0.28% | −302−6.2% | 減碼 |
| WD Rutherford LLC | 4,528 | $154.8 萬 | 0.69% | −250−5.2% | 減碼 |
| Thompson David Blair | 4,505 | $154.0 萬 | 0.88% | +4,505 | 新進 |
| MONECO Advisors, LLC | 4,503 | $153.9 萬 | 0.12% | −37−0.8% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 4,500 | $153.8 萬 | 2.44% | +1,300+40.6% | 加碼 |
| Globeflex Capital L P | 4,496 | $153.7 萬 | 0.23% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 4,492 | $153.5 萬 | 0.28% | −15,737−77.8% | 減碼 |
| Next Level Private LLC | 4,487 | $153.4 萬 | 0.35% | +14+0.3% | 加碼 |
| Clear Creek Financial Management, LLC | 4,487 | $153.3 萬 | 0.12% | +86+2.0% | 加碼 |
| Sender Co & Partners, Inc. | 4,483 | $153.2 萬 | 1.12% | +4,483 | 新進 |
| Seeds Investor LLC | 3,870 | $153.1 萬 | 0.21% | +584+17.8% | 加碼 |
| Cornerstone Advisory, LLC | 4,479 | $153.1 萬 | 0.15% | −342−7.1% | 減碼 |
| Hanseatic Management Services Inc | 4,462 | $152.5 萬 | 1.46% | +4,462 | 新進 |
| Integrity Advisory Solutions, LLC | 4,459 | $152.4 萬 | 0.20% | +32+0.7% | 加碼 |
| QVR LLC | 4,456 | $152.3 萬 | 0.75% | +2,977+201.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,445 | $151.9 萬 | 0.09% | −327−6.9% | 減碼 |
| Lincoln Capital LLC | 4,439 | $151.7 萬 | 0.29% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 4,437 | $151.7 萬 | 0.36% | +353+8.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,433 | $151.5 萬 | 0.07% | +1,515+51.9% | 加碼 |
| Palumbo Wealth Management LLC | 4,430 | $151.4 萬 | 0.37% | −177−3.8% | 減碼 |
| Keel Point, LLC | 4,420 | $151.1 萬 | 0.10% | −1,197−21.3% | 減碼 |
| PFG Advisors | 4,408 | $150.7 萬 | 0.07% | +1,226+38.5% | 加碼 |
| 71 West Capital Partners | 4,408 | $150.7 萬 | 0.07% | +505+12.9% | 加碼 |
| Centiva Capital, LP | 4,403 | $150.5 萬 | 0.07% | +4,403 | 新進 |
| Nippon Life Global Investors Americas, Inc. | 4,380 | $149.7 萬 | 0.07% | +4,380 | 新進 |
| Pettee Investors, Inc. | 3,791 | $149.6 萬 | 0.77% | 00.0% | 不變 |
| Capital Management Associates | 4,375 | $149.5 萬 | 2.48% | 00.0% | 不變 |
| BSW Wealth Partners | 4,373 | $149.5 萬 | 0.18% | −367−7.7% | 減碼 |
| Everest Financial Group LLC | 4,359 | $149.0 萬 | 0.25% | +4,359 | 新進 |
| TownSquare Capital, LLC | 4,346 | $148.5 萬 | 0.33% | +112+2.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,344 | $148.5 萬 | 0.00% | +2,742+171.2% | 加碼 |
| ZWJ Investment Counsel Inc | 4,305 | $147.1 萬 | 0.05% | +17+0.4% | 加碼 |
| D L Carlson Investment Group Inc | 4,267 | $145.8 萬 | 0.25% | −192−4.3% | 減碼 |
| Allianz SE | 4,266 | $145.8 萬 | 0.02% | −6,125−58.9% | 減碼 |
| Sky Investment Group LLC | 4,262 | $145.7 萬 | 0.25% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,256 | $145.5 萬 | 0.05% | +157+3.8% | 加碼 |
| Searle & Co. | 4,254 | $145.4 萬 | 0.37% | 00.0% | 不變 |
| Northland Securities, Inc. | 4,250 | $145.3 萬 | 1.38% | 00.0% | 不變 |
| Pictet North America Advisors SA | 4,268 | $145.2 萬 | 0.14% | +108+2.6% | 加碼 |
| Waterloo Capital, L.P. | 4,205 | $143.7 萬 | 0.10% | +1,488+54.8% | 加碼 |
| Delta Investment Management, LLC | 4,205 | $143.7 萬 | 0.26% | −57−1.3% | 減碼 |
| SHP Wealth Management | 4,194 | $143.3 萬 | 0.11% | −1,323−24.0% | 減碼 |
| Paradigm Asset Management Co LLC | 4,179 | $142.8 萬 | 0.33% | 00.0% | 不變 |
| First Dallas Securities Inc. | 4,175 | $142.7 萬 | 0.53% | +4,175 | 新進 |
| Sunflower Bank, N.A. | 4,171 | $142.6 萬 | 0.36% | −34−0.8% | 減碼 |
| Atticus Wealth Management, LLC | 4,162 | $142.2 萬 | 0.39% | −244−5.5% | 減碼 |
| Wellington Shields & Co., LLC | 4,150 | $141.8 萬 | 0.36% | −500−10.8% | 減碼 |
| Cozad Asset Management Inc | 4,136 | $141.4 萬 | 0.11% | −21−0.5% | 減碼 |
| Martingale Asset Management L P | 4,117 | $140.7 萬 | 0.04% | +4,117 | 新進 |
| Whittier Trust Co of Nevada Inc | 3,976 | $140.2 萬 | 0.03% | −833−17.3% | 減碼 |
| Bullock Wealth Management Group | 3,957 | $140.0 萬 | 0.70% | −564−12.5% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 4,093 | $139.9 萬 | 0.20% | −18−0.4% | 減碼 |
| Golden State Wealth Management, LLC | 4,090 | $139.8 萬 | 0.15% | −196−4.6% | 減碼 |
| Facet Wealth, Inc. | 4,090 | $139.8 萬 | 0.02% | +675+19.8% | 加碼 |
| Wolff Wiese Magana LLC | 4,084 | $139.6 萬 | 0.77% | +144+3.7% | 加碼 |
| Paul Damon & Associates, Inc. | 4,072 | $139.2 萬 | 0.62% | −155−3.7% | 減碼 |
| South State Corp. | 4,068 | $139.0 萬 | 0.06% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 4,066 | $139.0 萬 | 0.01% | −272,460−98.5% | 減碼 |
| Diversified Enterprises, LLC | 4,051 | $138.5 萬 | 0.08% | −99−2.4% | 減碼 |
| Pure Financial Advisors, Inc. | 4,045 | $138.3 萬 | 0.02% | +569+16.4% | 加碼 |
| Hollow Brook Wealth Management LLC | 4,043 | $138.2 萬 | 0.35% | 00.0% | 不變 |
| Inscription Capital, LLC | 4,041 | $138.1 萬 | 0.15% | +139+3.6% | 加碼 |
| Stance Capital LLC | 4,035 | $137.9 萬 | 0.67% | −1,140−22.0% | 減碼 |
| ONE Advisory Partners, LLC | 4,033 | $137.8 萬 | 0.42% | 00.0% | 不變 |
| Elevatus Welath Management | 4,021 | $137.4 萬 | 0.72% | −6,800−62.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 4,010 | $137.1 萬 | 0.23% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,006 | $136.9 萬 | 0.07% | −1,465−26.8% | 減碼 |
| SageView Advisory Group, LLC | 4,004 | $136.9 萬 | 0.05% | −169−4.0% | 減碼 |
| Magnetar Financial LLC | 4,219 | $136.3 萬 | 0.01% | +4,219 | 新進 |
| BHK Investment Advisors, LLC | 3,988 | $136.3 萬 | 0.46% | −1,290−24.4% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,974 | $135.8 萬 | 0.10% | +600+17.8% | 加碼 |
| Plan Group Financial, LLC | 3,958 | $135.3 萬 | 0.32% | −320−7.5% | 減碼 |
| Centerpoint Advisors, LLC | 3,957 | $135.2 萬 | 0.44% | −600−13.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,955 | $135.2 萬 | 0.53% | +270+7.3% | 加碼 |
| Essex Financial Services, Inc. | 3,945 | $134.8 萬 | 0.08% | −248−5.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,933 | $134.4 萬 | 0.07% | +14+0.4% | 加碼 |
| Childress Capital Advisors, LLC | 3,922 | $134.1 萬 | 0.24% | −536−12.0% | 減碼 |
| denkapparat Operations GmbH | 3,910 | $133.6 萬 | 0.55% | −1,236−24.0% | 減碼 |
| Legacy Advisors, LLC | 3,888 | $132.9 萬 | 0.16% | −80−2.0% | 減碼 |
| Alpha Omega Wealth Management LLC | 3,857 | $131.8 萬 | 0.21% | −447−10.4% | 減碼 |
| Falcon Wealth Planning | 3,841 | $131.3 萬 | 0.09% | +236+6.5% | 加碼 |
| Joel Isaacson & Co., LLC | 3,835 | $131.1 萬 | 0.04% | +73+1.9% | 加碼 |
| Ramirez Asset Management, Inc. | 3,833 | $131.0 萬 | 0.16% | −1,680−30.5% | 減碼 |
| Cidel Asset Management Inc | 3,830 | $130.9 萬 | 0.07% | +238+6.6% | 加碼 |
| Advyzon Investment Management, LLC | 3,824 | $130.7 萬 | 0.12% | +909+31.2% | 加碼 |
| Beto Financial Group, LLC | 3,179 | $130.5 萬 | 0.76% | +10.0% | 加碼 |
| Everpar Advisors LLC | 3,819 | $130.5 萬 | 0.45% | +428+12.6% | 加碼 |
| Coastline Trust Co | 3,817 | $130.5 萬 | 0.13% | −29−0.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,811 | $130.3 萬 | 0.07% | −259−6.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 3,805 | $130.1 萬 | 0.21% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,804 | $130.0 萬 | 0.18% | −417−9.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,799 | $129.8 萬 | 0.02% | −125−3.2% | 減碼 |
| LifePlan Financial, LLC | 3,788 | $129.5 萬 | 0.96% | −172−4.3% | 減碼 |
| Apella Capital, LLC | 3,261 | $129.5 萬 | 0.02% | +1,807+124.3% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 3,767 | $128.8 萬 | 0.23% | +3,767 | 新進 |
| City State Bank | 3,767 | $128.8 萬 | 0.33% | −190−4.8% | 減碼 |