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 | 2,955 | $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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 3,118 | $106.6 萬 | 0.10% | +600+23.8% | 加碼 |
| Gluskin Sheff & Assoc Inc | 3,113 | $106.4 萬 | 0.18% | +3,113 | 新進 |
| Valmark Advisers, Inc. | 3,113 | $106.4 萬 | 0.01% | +463+17.5% | 加碼 |
| Ticino Wealth | 3,050 | $106.3 萬 | 0.37% | −130−4.1% | 減碼 |
| RiverGlades Family Offices LLC | 3,100 | $106.0 萬 | 0.62% | +3,100 | 新進 |
| Redmond Asset Management, LLC | 3,093 | $105.7 萬 | 0.29% | −220−6.6% | 減碼 |
| Gsa Capital Partners LLP | 3,084 | $105.4 萬 | 0.07% | −182−5.6% | 減碼 |
| PeakShares LLC | 3,083 | $105.4 萬 | 0.97% | +3,083 | 新進 |
| Prosperity Consulting Group, LLC | 3,079 | $105.2 萬 | 0.05% | +236+8.3% | 加碼 |
| Ar Asset Management Inc | 3,075 | $105.1 萬 | 0.20% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,072 | $105.0 萬 | 0.07% | +72+2.4% | 加碼 |
| Mirador Capital Partners LP | 3,069 | $104.9 萬 | 0.15% | +34+1.1% | 加碼 |
| Clark Asset Management, LLC | 3,059 | $104.6 萬 | 0.10% | +23+0.8% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 3,058 | $104.5 萬 | 0.36% | −78−2.5% | 減碼 |
| Heartland Bank & Trust Co | 3,057 | $104.5 萬 | 0.24% | +1,309+74.9% | 加碼 |
| Balboa Wealth Partners | 3,051 | $104.3 萬 | 0.17% | +950+45.2% | 加碼 |
| Visionary Wealth Advisors | 3,048 | $104.2 萬 | 0.05% | +387+14.5% | 加碼 |
| Haverford Trust Co | 3,044 | $104.0 萬 | 0.01% | −13−0.4% | 減碼 |
| NBT Bank N A | 3,041 | $103.9 萬 | 0.07% | −9−0.3% | 減碼 |
| Trust Point Inc. | 3,035 | $103.7 萬 | 0.09% | +246+8.8% | 加碼 |
| Guardian Investment Management | 3,030 | $103.5 萬 | 0.84% | −1,048−25.7% | 減碼 |
| Athena Investment Management | 3,028 | $103.5 萬 | 0.54% | −161−5.0% | 減碼 |
| Field & Main Bank | 3,025 | $103.4 萬 | 0.30% | −15−0.5% | 減碼 |
| Probity Advisors, Inc. | 3,024 | $103.4 萬 | 0.16% | −153−4.8% | 減碼 |
| Aspiriant, LLC | 3,014 | $103.0 萬 | 0.03% | −238−7.3% | 減碼 |
| Albert D Mason Inc | 3,009 | $102.8 萬 | 0.67% | −49−1.6% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 3,005 | $102.7 萬 | 0.57% | −1,662−35.6% | 減碼 |
| Tiaa Trust, National Association | 3,005 | $102.7 萬 | 0.06% | −40,761−93.1% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,005 | $102.7 萬 | 0.66% | 00.0% | 不變 |
| Abel Hall, LLC | 3,001 | $102.6 萬 | 0.22% | +673+28.9% | 加碼 |
| Evermay Wealth Management LLC | 3,001 | $102.6 萬 | 0.11% | +14+0.5% | 加碼 |
| Boit C F David | 3,000 | $102.5 萬 | 0.46% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,992 | $102.3 萬 | 0.20% | +5+0.2% | 加碼 |
| Sonoma Private Wealth LLC | 2,980 | $101.9 萬 | 1.25% | −2,287−43.4% | 減碼 |
| United Advisor Group, LLC | 2,978 | $101.8 萬 | 0.13% | +147+5.2% | 加碼 |
| Sandy Cove Advisors, LLC | 2,967 | $101.4 萬 | 0.30% | −40−1.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,965 | $101.3 萬 | 0.30% | 00.0% | 不變 |
| Sym Financial Corp | 2,964 | $101.3 萬 | 0.10% | +267+9.9% | 加碼 |
| Root Financial Partners, LLC | 2,945 | $100.6 萬 | 0.05% | −569−16.2% | 減碼 |
| NTV Asset Management LLC | 2,942 | $100.6 萬 | 0.11% | 00.0% | 不變 |
| Viawealth, LLC | 2,939 | $100.5 萬 | 0.56% | −633−17.7% | 減碼 |
| Corps Capital Advisors, LLC | 2,939 | $100.5 萬 | 0.87% | +850+40.7% | 加碼 |
| Forum Financial Management, LP | 2,936 | $100.3 萬 | 0.01% | −7,759−72.5% | 減碼 |
| Cpwa, LLC | 2,259 | $100.2 萬 | 1.20% | +2,259 | 新進 |
| WealthTrust Axiom LLC | 2,925 | $100.0 萬 | 0.25% | +111+3.9% | 加碼 |
| Lincoln Capital Corp | 2,913 | $99.6 萬 | 0.37% | +2,913 | 新進 |
| Jordan Park Group LLC | 2,900 | $99.1 萬 | 0.05% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 2,811 | $99.1 萬 | 0.37% | +1,214+76.0% | 加碼 |
| Cercano Management LLC | 2,896 | $99.0 萬 | 0.04% | 00.0% | 不變 |
| Verdad Advisers, LP | 2,894 | $98.9 萬 | 1.11% | +2,894 | 新進 |
| Sonoma Allocations LLC | 2,797 | $98.7 萬 | 0.34% | −599−17.6% | 減碼 |
| J.Safra Asset Management Corp | 2,886 | $98.6 萬 | 0.05% | +2,796+3,106.7% | 加碼 |
| Alesco Advisors LLC | 2,884 | $98.6 萬 | 0.03% | +2,884 | 新進 |
| Old Port Advisors | 2,878 | $98.4 萬 | 0.23% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 2,875 | $98.3 萬 | 0.05% | +1,067+59.0% | 加碼 |
| McGowan Group Asset Management, Inc. | 2,872 | $98.1 萬 | 0.13% | +10.0% | 加碼 |
| Ibex Wealth Advisors | 2,871 | $98.1 萬 | 0.09% | +2,871 | 新進 |
| Expressive Wealth LLC | 2,285 | $97.9 萬 | 0.93% | −47−2.0% | 減碼 |
| Eagle Strategies LLC | 2,858 | $97.7 萬 | 0.12% | +1,290+82.3% | 加碼 |
| Physicians Financial Services, Inc. | 2,846 | $97.3 萬 | 0.27% | +88+3.2% | 加碼 |
| Duncker Streett & Co Inc | 2,846 | $97.3 萬 | 0.18% | −50−1.7% | 減碼 |
| Hudock, Inc. | 2,841 | $97.1 萬 | 0.14% | −26−0.9% | 減碼 |
| Natural Investments, LLC | 2,841 | $97.1 萬 | 0.24% | +136+5.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 2,840 | $97.1 萬 | 0.14% | +2,840 | 新進 |
| Resonant Capital Advisors, LLC | 2,835 | $96.9 萬 | 0.05% | +400+16.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 2,828 | $96.7 萬 | 0.08% | −206−6.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,825 | $96.6 萬 | 0.26% | +2,316+455.0% | 加碼 |
| Allium Financial Advisors, LLC | 2,823 | $96.5 萬 | 0.77% | +16+0.6% | 加碼 |
| Ridgewood Investments LLC | 2,816 | $96.2 萬 | 0.39% | +2,816 | 新進 |
| Howland Capital Management LLC | 2,812 | $96.1 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 2,807 | $95.9 萬 | 0.11% | −150−5.1% | 減碼 |
| Icon Wealth Advisors, LLC | 2,507 | $95.9 萬 | 0.06% | +832+49.7% | 加碼 |
| Fortis Capital Advisors, LLC | 2,805 | $95.9 萬 | 0.13% | +1,768+170.5% | 加碼 |
| Calton & Associates, Inc. | 2,801 | $95.7 萬 | 0.14% | −173−5.8% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $95.7 萬 | 0.14% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 2,797 | $95.6 萬 | 0.56% | −713−20.3% | 減碼 |
| JGP Wealth Management, LLC | 2,788 | $95.3 萬 | 0.10% | −18−0.6% | 減碼 |
| Crewe Advisors LLC | 2,784 | $95.2 萬 | 0.08% | +125+4.7% | 加碼 |
| Shaker Investments LLC | 2,777 | $94.9 萬 | 0.43% | +2,777 | 新進 |
| Canopy Partners, LLC | 2,765 | $94.5 萬 | 0.32% | +9+0.3% | 加碼 |
| Dutch Asset Corp | 2,757 | $94.2 萬 | 0.63% | −929−25.2% | 減碼 |
| Magnolia Capital Advisors LLC | 2,750 | $94.0 萬 | 0.18% | +2,750 | 新進 |
| Rodgers Brothers Inc. | 2,745 | $93.8 萬 | 0.11% | 00.0% | 不變 |
| Chilton Capital Management LLC | 2,741 | $93.7 萬 | 0.03% | −4−0.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 2,726 | $93.2 萬 | 0.19% | 00.0% | 不變 |
| Wealth Effects LLC | 2,710 | $92.6 萬 | 0.33% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 2,709 | $92.6 萬 | 0.39% | −552−16.9% | 減碼 |
| RB Capital Management, LLC | 2,705 | $92.5 萬 | 0.20% | −68−2.5% | 減碼 |
| Silver Coast Investments LLC | 2,701 | $92.3 萬 | 0.29% | −317−10.5% | 減碼 |
| Cito Capital Group, LLC | 2,700 | $92.3 萬 | 0.28% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,602 | $92.0 萬 | 0.06% | −15−0.6% | 減碼 |
| ISAM Funds (UK) Ltd | 2,687 | $91.8 萬 | 0.45% | −14,176−84.1% | 減碼 |
| Collaborative Fund Advisors, LLC | 2,681 | $91.6 萬 | 0.57% | +2,681 | 新進 |
| Smith Group Asset Management, LLC | 2,679 | $91.6 萬 | 0.05% | −116−4.2% | 減碼 |
| Harrell Investment Partners, LLC | 2,677 | $91.5 萬 | 0.22% | 00.0% | 不變 |
| Advisor OS, LLC | 2,676 | $91.5 萬 | 0.07% | −253−8.6% | 減碼 |
| Gallacher Capital Management LLC | 2,675 | $91.4 萬 | 0.35% | +279+11.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 2,664 | $91.1 萬 | 0.10% | −654−19.7% | 減碼 |
| Laurel Oak Wealth Management, LLC | 2,661 | $91.0 萬 | 0.15% | −97−3.5% | 減碼 |
| Waterway Wealth Management, LLC | 2,655 | $90.7 萬 | 0.20% | −1,653−38.4% | 減碼 |