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 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 879,089 | $3.00 億 | 1.61% | −194,131−18.1% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 875,400 | $2.99 億 | 1.46% | −773,600−46.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 869,943 | $2.97 億 | 3.46% | −261,333−23.1% | 減碼 |
| Agf Management Ltd | 869,164 | $2.97 億 | 1.33% | +23,893+2.8% | 加碼 |
| LPL Financial LLC | 863,800 | $2.95 億 | 0.08% | +22,404+2.7% | 加碼 |
| Employees Provident Fund Board | 857,351 | $2.93 億 | 2.21% | +122,070+16.6% | 加碼 |
| Natixis Advisors, L.P. | 842,748 | $2.88 億 | 0.40% | +150,277+21.7% | 加碼 |
| 1832 Asset Management L.P. | 807,088 | $2.76 億 | 0.37% | +663,328+461.4% | 加碼 |
| Qube Research & Technologies Ltd | 796,497 | $2.72 億 | 0.39% | +346,040+76.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 785,337 | $2.68 億 | 0.77% | −14,133−1.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $2.68 億 | 0.44% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 783,346 | $2.68 億 | 0.53% | +137,831+21.4% | 加碼 |
| Prudential Financial Inc | 764,612 | $2.61 億 | 0.32% | +254,755+50.0% | 加碼 |
| Standard Life Aberdeen plc | 742,199 | $2.54 億 | 0.41% | +30,194+4.2% | 加碼 |
| Value Aligned Research Advisors, LLC | 731,704 | $2.50 億 | 2.96% | +193,473+35.9% | 加碼 |
| Stifel Financial Corp | 714,857 | $2.44 億 | 0.22% | −71,453−9.1% | 減碼 |
| Aviva PLC | 714,309 | $2.44 億 | 0.41% | +18,569+2.7% | 加碼 |
| Abrams Bison Investments, LLC | 704,000 | $2.41 億 | 10.41% | −188,000−21.1% | 減碼 |
| Holocene Advisors, LP | 700,675 | $2.39 億 | 0.58% | +617,937+746.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 696,765 | $2.38 億 | 0.45% | −1,751−0.3% | 減碼 |
| LSV Asset Management | 681,076 | $2.33 億 | 0.50% | −375,540−35.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 666,026 | $2.28 億 | 0.35% | +24,300+3.8% | 加碼 |
| Epoch Investment Partners, Inc. | 659,689 | $2.25 億 | 1.37% | −217,537−24.8% | 減碼 |
| SEI Investments Co | 654,891 | $2.24 億 | 0.21% | +164,436+33.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 652,284 | $2.22 億 | 0.30% | +56,292+9.4% | 加碼 |
| Mackenzie Financial Corp | 642,013 | $2.19 億 | 0.26% | +163,757+34.2% | 加碼 |
| Fifth Third Bancorp | 641,828 | $2.19 億 | 0.40% | +163,703+34.2% | 加碼 |
| Creative Planning | 634,638 | $2.17 億 | 0.15% | +28,503+4.7% | 加碼 |
| New York State Teachers Retirement System | 631,762 | $2.16 億 | 0.44% | +5,700+0.9% | 加碼 |
| Korea Investment CORP | 620,101 | $2.12 億 | 0.44% | −63,644−9.3% | 減碼 |
| Schroder Investment Management Group | 646,497 | $2.09 億 | 0.17% | +42,954+7.1% | 加碼 |
| US Bancorp | 569,678 | $1.95 億 | 0.24% | −23,719−4.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 567,604 | $1.94 億 | 0.11% | +69,366+13.9% | 加碼 |
| Woodline Partners LP | 566,201 | $1.94 億 | 0.73% | +364,917+181.3% | 加碼 |
| Bridgewater Associates, LP | 559,918 | $1.91 億 | 0.85% | +82,341+17.2% | 加碼 |
| NEOS Investment Management LLC | 550,100 | $1.88 億 | 0.95% | +104,993+23.6% | 加碼 |
| Lazard Asset Management LLC | 544,306 | $1.86 億 | 0.31% | +212,004+63.8% | 加碼 |
| Man Group plc | 538,814 | $1.84 億 | 0.38% | +197,072+57.7% | 加碼 |
| Nomura Asset Management International Inc. | 538,347 | $1.84 億 | 0.32% | −29,748−5.2% | 減碼 |
| SG Americas Securities, LLC | 533,283 | $1.82 億 | 0.20% | +92,290+20.9% | 加碼 |
| Storebrand Asset Management AS | 521,662 | $1.78 億 | 0.51% | +6,876+1.3% | 加碼 |
| Castle Hook Partners LP | 520,581 | $1.78 億 | 3.60% | +278,863+115.4% | 加碼 |
| SEB Asset Management AB | 512,119 | $1.75 億 | 0.75% | +512,119 | 新進 |
| Treasurer of the State of North Carolina | 506,699 | $1.73 億 | 0.54% | +19,820+4.1% | 加碼 |
| Mariner, LLC | 502,097 | $1.72 億 | 0.20% | +193,274+62.6% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 491,505 | $1.68 億 | 0.51% | +26,178+5.6% | 加碼 |
| Danske Bank A/S | 491,192 | $1.68 億 | 0.40% | +41,974+9.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 483,369 | $1.65 億 | 0.41% | +38,594+8.7% | 加碼 |
| XN LP | 483,240 | $1.65 億 | 6.07% | +146,340+43.4% | 加碼 |
| AQR Capital Management LLC | 490,617 | $1.64 億 | 0.08% | −21,116−4.1% | 減碼 |
| Colony Group, LLC | 478,855 | $1.64 億 | 0.18% | −86,550−15.3% | 減碼 |
| Royal London Asset Management Ltd | 478,933 | $1.64 億 | 0.34% | −60,933−11.3% | 減碼 |
| Quantinno Capital Management LP | 471,966 | $1.61 億 | 0.27% | +78,133+19.8% | 加碼 |
| Retirement Systems of Alabama | 466,913 | $1.60 億 | 0.53% | −920−0.2% | 減碼 |
| HighTower Advisors, LLC | 465,197 | $1.59 億 | 0.17% | +5,036+1.1% | 加碼 |
| Public Sector Pension Investment Board | 462,134 | $1.58 億 | 0.49% | +24,279+5.5% | 加碼 |
| Jones Financial Companies LLLP | 465,418 | $1.57 億 | 0.08% | +300,052+181.4% | 加碼 |
| Anther Capital Ltd | 458,157 | $1.57 億 | 4.09% | +458,157 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 456,984 | $1.56 億 | 0.26% | −492,496−51.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 454,670 | $1.55 億 | 0.10% | −39,334−8.0% | 減碼 |
| Nissay Asset Management Corp | 450,358 | $1.54 億 | 0.82% | −36,664−7.5% | 減碼 |
| APG Asset Management N.V. | 514,499 | $1.53 億 | 0.48% | +66,157+14.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 445,323 | $1.52 億 | 0.84% | −33,119−6.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 444,766 | $1.52 億 | 1.03% | −256,648−36.6% | 減碼 |
| Lazard Freres Gestion S.A.S. | 444,031 | $1.52 億 | 2.99% | −68,214−13.3% | 減碼 |
| Two Sigma Investments, LP | 443,650 | $1.52 億 | 0.13% | +412,659+1,331.5% | 加碼 |
| Abn Amro Investment Solutions | 438,392 | $1.50 億 | 1.95% | +109,506+33.3% | 加碼 |
| Rockefeller Capital Management L.P. | 436,403 | $1.49 億 | 0.26% | −31,605−6.8% | 減碼 |
| State of Wisconsin Investment Board | 430,459 | $1.47 億 | 0.34% | +12,452+3.0% | 加碼 |
| UniSuper Management Pty Ltd | 426,692 | $1.46 億 | 0.95% | −31,703−6.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 426,009 | $1.46 億 | 1.52% | −9,829−2.3% | 減碼 |
| Fisher Asset Management, LLC | 422,055 | $1.44 億 | 0.05% | −33,022−7.3% | 減碼 |
| Maj Invest Holding A/S | 418,596 | $1.43 億 | 6.30% | −189,247−31.1% | 減碼 |
| Guggenheim Capital LLC | 415,518 | $1.42 億 | 1.13% | −69,509−14.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 412,572 | $1.41 億 | 0.41% | −27,085−6.2% | 減碼 |
| Susquehanna International Group, LLP | 407,777 | $1.39 億 | 0.18% | −777,152−65.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 405,000 | $1.38 億 | 1.20% | −109,000−21.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 399,774 | $1.37 億 | 0.30% | −22,409−5.3% | 減碼 |
| Flossbach Von Storch AG | 396,117 | $1.35 億 | 0.63% | −345,403−46.6% | 減碼 |
| Vanguard Investments Australia, Ltd. | 395,608 | $1.35 億 | 0.39% | +395,608 | 新進 |
| Vontobel Holding Ltd. | 393,346 | $1.34 億 | 0.46% | −76,943−16.4% | 減碼 |
| Glenmede Trust Co NA | 390,765 | $1.34 億 | 0.66% | −75,114−16.1% | 減碼 |
| CIBC Asset Management Inc | 387,754 | $1.32 億 | 0.32% | +48,149+14.2% | 加碼 |
| Actiam N.V. | 382,307 | $1.31 億 | 1.28% | +382,307 | 新進 |
| Los Angeles Capital Management LLC | 381,446 | $1.30 億 | 0.51% | +369,158+3,004.2% | 加碼 |
| Capital Advisors Inc | 375,999 | $1.29 億 | 2.07% | −61,235−14.0% | 減碼 |
| Toronto Dominion Bank | 371,018 | $1.27 億 | 0.24% | −50,821−12.0% | 減碼 |
| Assetmark, Inc | 370,481 | $1.27 億 | 0.26% | −6,032−1.6% | 減碼 |
| KLP Kapitalforvaltning AS | 364,141 | $1.24 億 | 0.49% | +10,800+3.1% | 加碼 |
| Raiffeisen Bank International AG | 383,224 | $1.24 億 | 1.79% | −13,810−3.5% | 減碼 |
| KBC Group NV | 359,763 | $1.23 億 | 0.31% | −108,174−23.1% | 減碼 |
| Wellington Management Group LLP | 357,270 | $1.22 億 | 0.02% | −73,701−17.1% | 減碼 |
| Handelsbanken Fonder AB | 356,909 | $1.22 億 | 0.41% | +35,966+11.2% | 加碼 |
| Marex Group plc | 350,020 | $1.20 億 | 1.24% | +196,470+128.0% | 加碼 |
| Public Employees Retirement System of Ohio | 346,331 | $1.18 億 | 0.38% | −9,689−2.7% | 減碼 |
| Natixis | 344,523 | $1.18 億 | 0.47% | −72,757−17.4% | 減碼 |
| Asset Management One Co.,Ltd. | 339,841 | $1.16 億 | 0.34% | −2,522−0.7% | 減碼 |
| Manning & Napier Advisors LLC | 339,637 | $1.16 億 | 1.64% | −30,326−8.2% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 338,165 | $1.16 億 | 1.74% | +51,423+17.9% | 加碼 |
| Cornerstone Investment Partners, LLC | 336,604 | $1.15 億 | 4.83% | −65,285−16.2% | 減碼 |