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 3,519 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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 336,097 | $1.15 億 | 1.70% | −9,915−2.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 332,858 | $1.14 億 | 0.62% | +123,800+59.2% | 加碼 |
| Squarepoint Ops LLC | 328,906 | $1.12 億 | 0.24% | +30,917+10.4% | 加碼 |
| CI Private Wealth, LLC | 320,668 | $1.09 億 | 0.16% | −37,727−10.5% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $1.09 億 | 3.82% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 314,312 | $1.07 億 | 0.71% | −300−0.1% | 減碼 |
| Life Cycle Investment Partners Ltd | 312,863 | $1.07 億 | 0.68% | +73,794+30.9% | 加碼 |
| Toroso Investments, LLC | 311,199 | $1.06 億 | 0.33% | +18,061+6.2% | 加碼 |
| State of Tennessee, Treasury Department | 307,351 | $1.05 億 | 0.35% | +8,187+2.7% | 加碼 |
| Teacher Retirement System of Texas | 307,304 | $1.05 億 | 0.44% | +104,280+51.4% | 加碼 |
| Calamos Advisors LLC | 307,090 | $1.05 億 | 0.41% | +90,344+41.7% | 加碼 |
| Whittier Trust Co | 290,399 | $1.02 億 | 1.16% | +2,205+0.8% | 加碼 |
| Sculptor Capital LP | 297,800 | $1.02 億 | 1.15% | +297,800 | 新進 |
| M&T Bank Corp | 295,328 | $1.01 億 | 0.33% | −181−0.1% | 減碼 |
| Truist Financial Corp | 294,529 | $1.01 億 | 0.14% | −2,614−0.9% | 減碼 |
| CBOE Vest Financial, LLC | 294,220 | $1.01 億 | 1.21% | −13,775−4.5% | 減碼 |
| Swiss Life Asset Management Ltd | 294,010 | $1.00 億 | 0.49% | +56,073+23.6% | 加碼 |
| Ofi Invest Asset Management | 337,329 | $1.00 億 | 1.33% | −227,949−40.3% | 減碼 |
| MUFG Securities EMEA plc | 292,987 | $1.00 億 | 1.49% | +75,328+34.6% | 加碼 |
| Jennison Associates LLC | 292,287 | $9,990 萬 | 0.07% | +190,056+185.9% | 加碼 |
| STRS Ohio | 292,143 | $9,985 萬 | 0.40% | −29,465−9.2% | 減碼 |
| Palestra Capital Management LLC | 286,566 | $9,795 萬 | 3.85% | +286,566 | 新進 |
| Crestwood Advisors Group LLC | 284,991 | $9,740 萬 | 1.64% | −23,199−7.5% | 減碼 |
| Boston Trust Walden Corp | 284,603 | $9,727 萬 | 0.80% | −116,624−29.1% | 減碼 |
| Cetera Investment Advisers | 283,850 | $9,702 萬 | 0.10% | −8,108−2.8% | 減碼 |
| Earnest Partners LLC | 279,571 | $9,555 萬 | 0.39% | −17,954−6.0% | 減碼 |
| Analog Century Management LP | 278,994 | $9,536 萬 | 4.55% | −125,448−31.0% | 減碼 |
| Mercer Global Advisors Inc | 278,364 | $9,514 萬 | 0.14% | +10,385+3.9% | 加碼 |
| Walleye Capital LLC | 275,586 | $9,419 萬 | 0.58% | −74,994−21.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 272,739 | $9,322 萬 | 0.36% | +554+0.2% | 加碼 |
| Grandfield & Dodd, LLC | 268,345 | $9,172 萬 | 5.18% | −1,562−0.6% | 減碼 |
| ING Groep NV | 267,937 | $9,158 萬 | 0.56% | +187,207+231.9% | 加碼 |
| Commonwealth Equity Services, LLC | 267,841 | $9,155 萬 | 0.13% | −32,711−10.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 264,856 | $9,052 萬 | 0.47% | +7,061+2.7% | 加碼 |
| Dundas Partners LLP | 262,946 | $8,987 萬 | 7.17% | −11,186−4.1% | 減碼 |
| Tudor Investment Corp Et Al | 262,413 | $8,969 萬 | 0.48% | +198,413+310.0% | 加碼 |
| CIBC Bancorp USA Inc. | 261,889 | $8,951 萬 | 0.12% | +261,889 | 新進 |
| Clark Capital Management Group, Inc. | 261,132 | $8,925 萬 | 0.55% | +230,406+749.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 263,148 | $8,905 萬 | 0.44% | +650+0.2% | 加碼 |
| Impax Asset Management Group plc | 259,602 | $8,873 萬 | 0.62% | −594,927−69.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 260,696 | $8,866 萬 | 0.28% | −86,330−24.9% | 減碼 |
| State of Michigan Retirement System | 255,055 | $8,718 萬 | 0.46% | −1,200−0.5% | 減碼 |
| CIBC World Markets Inc. | 254,940 | $8,714 萬 | 0.15% | +139,022+119.9% | 加碼 |
| Erste Asset Management GmbH | 266,403 | $8,699 萬 | 0.81% | +65,573+32.7% | 加碼 |
| Nisa Investment Advisors, LLC | 252,115 | $8,617 萬 | 0.32% | −8,589−3.3% | 減碼 |
| DnB Asset Management AS | 249,765 | $8,537 萬 | 0.30% | −31,027−11.0% | 減碼 |
| Blackstone Group Inc. | 248,751 | $8,502 萬 | 0.35% | +248,751 | 新進 |
| Artisan Partners Limited Partnership | 241,110 | $8,241 萬 | 0.13% | +165,125+217.3% | 加碼 |
| Country Trust Bank | 239,944 | $8,201 萬 | 1.56% | −34,771−12.7% | 減碼 |
| Advisor Group Holdings, Inc. | 237,830 | $8,131 萬 | 0.12% | −13,905−5.5% | 減碼 |
| ASR Vermogensbeheer N.V. | 237,204 | $8,107 萬 | 0.95% | −9,622−3.9% | 減碼 |
| Cerity Partners LLC | 236,660 | $8,089 萬 | 0.11% | +28,459+13.7% | 加碼 |
| GF Fund Management Co. Ltd. | 236,560 | $8,085 萬 | 1.35% | +68,521+40.8% | 加碼 |
| EFG International AG | 234,330 | $8,011 萬 | 1.72% | +143,405+157.7% | 加碼 |
| Argent Capital Management LLC | 234,016 | $7,998 萬 | 2.52% | −239,211−50.5% | 減碼 |
| Panagora Asset Management Inc | 231,911 | $7,926 萬 | 0.30% | +11,880+5.4% | 加碼 |
| Tredje AP-fonden | 231,828 | $7,924 萬 | 0.43% | +231,828 | 新進 |
| CapitalatWork S.A. | 230,464 | $7,877 萬 | 2.34% | −278,640−54.7% | 減碼 |
| Peapack Gladstone Financial Corp | 229,565 | $7,846 萬 | 1.00% | −6,168−2.6% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 229,124 | $7,831 萬 | 0.47% | −37,004−13.9% | 減碼 |
| Bristol Gate Capital Partners Inc. | 225,829 | $7,719 萬 | 4.97% | −98,141−30.3% | 減碼 |
| Janney Montgomery Scott LLC | 223,912 | $7,653 萬 | 0.19% | −4,150−1.8% | 減碼 |
| Daiwa Securities Group Inc. | 217,905 | $7,448 萬 | 0.21% | +16,563+8.2% | 加碼 |
| Arizona State Retirement System | 217,253 | $7,425 萬 | 0.43% | −9,185−4.1% | 減碼 |
| Huntington National Bank | 216,750 | $7,408 萬 | 0.41% | +113,685+110.3% | 加碼 |
| Czech National Bank | 216,166 | $7,388 萬 | 0.49% | +6,103+2.9% | 加碼 |
| BCV Asset Management Inc. | 215,189 | $7,353 萬 | 2.53% | −80,503−27.2% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 214,148 | $7,319 萬 | 1.57% | +214,148 | 新進 |
| Ostrum Asset Management | 212,465 | $7,262 萬 | 4.08% | +22,756+12.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 207,380 | $7,088 萬 | 0.58% | −206,002−49.8% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 205,377 | $7,041 萬 | 1.19% | +205,377 | 新進 |
| AE Wealth Management LLC | 203,750 | $6,964 萬 | 0.38% | −34,253−14.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 201,505 | $6,887 萬 | 0.69% | +27,735+16.0% | 加碼 |
| Styrax Capital, LP | 200,000 | $6,836 萬 | 4.77% | +200,000 | 新進 |
| Glenview Capital Management, LLC | 197,209 | $6,740 萬 | 1.82% | +67,553+52.1% | 加碼 |
| Lido Advisors, LLC | 196,070 | $6,702 萬 | 0.26% | −56,144−22.3% | 減碼 |
| MetLife Investment Management | 195,613 | $6,686 萬 | 0.34% | −6,420−3.2% | 減碼 |
| QRG Capital Management, Inc. | 195,392 | $6,678 萬 | 0.69% | +19,356+11.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 193,993 | $6,609 萬 | 0.46% | +92,401+91.0% | 加碼 |
| MML Investors Services, LLC | 188,302 | $6,436 萬 | 0.18% | −48,062−20.3% | 減碼 |
| Cardinal Capital Management, Inc. | 187,682 | $6,415 萬 | 1.73% | −15,163−7.5% | 減碼 |
| Ossiam | 187,209 | $6,399 萬 | 1.13% | +46,439+33.0% | 加碼 |
| J. Safra Sarasin Holding AG | 186,490 | $6,366 萬 | 1.09% | −13,106−6.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 184,892 | $6,319 萬 | 0.32% | −411−0.2% | 減碼 |
| Intermede Investment Partners Ltd | 182,091 | $6,224 萬 | 2.88% | −71,959−28.3% | 減碼 |
| Artemis Investment Management LLP | 181,170 | $6,192 萬 | 0.66% | +14,646+8.8% | 加碼 |
| Norris Perne & French LLP | 178,721 | $6,109 萬 | 2.98% | −4,102−2.2% | 減碼 |
| BNP Paribas | 184,795 | $6,046 萬 | 1.92% | −2,273−1.2% | 減碼 |
| Zacks Investment Management | 175,019 | $5,982 萬 | 0.48% | +40,017+29.6% | 加碼 |
| Busey Wealth Management | 172,609 | $5,900 萬 | 1.60% | −189−0.1% | 減碼 |
| Phoenix Holdings Ltd. | 171,690 | $5,868 萬 | 0.56% | −12,183−6.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 171,304 | $5,855 萬 | 0.29% | +41,005+31.5% | 加碼 |
| Henshaw Capital LLC | 171,300 | $5,855 萬 | 2.17% | 00.0% | 不變 |
| Xponance, Inc. | 171,238 | $5,853 萬 | 0.42% | +26,069+18.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 171,187 | $5,851 萬 | 0.42% | −71,416−29.4% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 170,528 | $5,828 萬 | 0.57% | +17,339+11.3% | 加碼 |
| Wedge Capital Management L L P | 169,790 | $5,803 萬 | 1.07% | +168,229+10,777.0% | 加碼 |
| Junto Capital Management LP | 169,485 | $5,793 萬 | 1.23% | −165,023−49.3% | 減碼 |
| Aureus Asset Management, LLC | 169,425 | $5,791 萬 | 3.86% | −8,851−5.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 169,257 | $5,790 萬 | 0.29% | +13,214+8.5% | 加碼 |