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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 61,005 | $2,085 萬 | 4.19% | +280.0% | 加碼 |
| ProVise Management Group, LLC | 59,575 | $2,036 萬 | 1.46% | −1,606−2.6% | 減碼 |
| D.A. Davidson & Co. | 59,241 | $2,025 萬 | 0.12% | −5,085−7.9% | 減碼 |
| Summit Street Capital Management, LLC | 59,204 | $2,024 萬 | 2.86% | −16,832−22.1% | 減碼 |
| Laird Norton Trust Company, LLC | 58,954 | $2,015 萬 | 0.44% | +297+0.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 58,739 | $2,008 萬 | 0.06% | −4,702−7.4% | 減碼 |
| EP Wealth Advisors, LLC | 58,736 | $2,008 萬 | 0.10% | +642+1.1% | 加碼 |
| Matrix Asset Advisors Inc | 58,533 | $2,001 萬 | 1.84% | −13,265−18.5% | 減碼 |
| Allworth Financial LP | 58,325 | $1,993 萬 | 0.08% | +29,241+100.5% | 加碼 |
| Freestone Capital Holdings, LLC | 58,002 | $1,982 萬 | 0.60% | +893+1.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 57,822 | $1,976 萬 | 0.99% | −1,725−2.9% | 減碼 |
| Four Tree Island Advisory LLC | 57,758 | $1,974 萬 | 9.96% | +1,957+3.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 57,196 | $1,955 萬 | 0.22% | +10,616+22.8% | 加碼 |
| Jain Global LLC | 56,483 | $1,931 萬 | 0.25% | +56,483 | 新進 |
| BLI - Banque de Luxembourg Investments | 86,742 | $1,920 萬 | 0.57% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 56,093 | $1,917 萬 | 0.59% | −1,082−1.9% | 減碼 |
| Sienna Gestion | 58,855 | $1,916 萬 | 1.26% | −51,542−46.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 55,073 | $1,882 萬 | 0.51% | +26,121+90.2% | 加碼 |
| Smithbridge Asset Management Inc | 54,865 | $1,875 萬 | 2.78% | −31,774−36.7% | 減碼 |
| Banco Santander, S.A. | 54,676 | $1,869 萬 | 0.15% | −16,279−22.9% | 減碼 |
| Summit Financial, LLC | 54,302 | $1,856 萬 | 0.24% | +39,208+259.8% | 加碼 |
| Colonial Trust Advisors | 53,639 | $1,833 萬 | 1.42% | −934−1.7% | 減碼 |
| Verition Fund Management LLC | 53,611 | $1,832 萬 | 0.18% | +1,259+2.4% | 加碼 |
| Greenwich Wealth Management LLC | 53,592 | $1,832 萬 | 0.75% | −118−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 53,502 | $1,829 萬 | 0.27% | +1,841+3.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 53,348 | $1,823 萬 | 0.37% | −22,221−29.4% | 減碼 |
| Banque Pictet & Cie SA | 53,413 | $1,818 萬 | 0.21% | −5,815−9.8% | 減碼 |
| E Fund Management Co., Ltd. | 52,892 | $1,808 萬 | 0.54% | +52,892 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 52,730 | $1,802 萬 | 0.61% | −6,091−10.4% | 減碼 |
| La Banque Postale Asset Management SA | 52,509 | $1,795 萬 | 0.25% | +27,847+112.9% | 加碼 |
| Cullinan Associates Inc | 51,461 | $1,759 萬 | 1.42% | −7,527−12.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 51,107 | $1,747 萬 | 0.10% | +3,995+8.5% | 加碼 |
| Moran Wealth Management, LLC | 50,971 | $1,742 萬 | 0.53% | −12,750−20.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 50,589 | $1,729 萬 | 0.06% | +9,446+23.0% | 加碼 |
| SFMG, LLC | 50,477 | $1,725 萬 | 1.18% | −644−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 49,639 | $1,697 萬 | 0.57% | −175−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 49,068 | $1,677 萬 | 0.25% | +4,184+9.3% | 加碼 |
| Ascent Wealth Partners, LLC | 49,033 | $1,676 萬 | 1.95% | +1,302+2.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 48,978 | $1,674 萬 | 0.04% | +48,978 | 新進 |
| TCG Advisory Services, LLC | 48,850 | $1,670 萬 | 0.41% | −937−1.9% | 減碼 |
| Longaeva Partners L.P. | 48,642 | $1,663 萬 | 0.80% | +48,642 | 新進 |
| Private Advisor Group, LLC | 48,452 | $1,656 萬 | 0.08% | +8,557+21.4% | 加碼 |
| Bradley Foster & Sargent Inc | 48,421 | $1,655 萬 | 0.26% | −14,813−23.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 48,216 | $1,648 萬 | 0.19% | +48,216 | 新進 |
| Pinnacle Financial Partners, Inc. | 48,155 | $1,646 萬 | 0.13% | +1,186+2.5% | 加碼 |
| Mizuho Securities USA LLC | 47,984 | $1,640 萬 | 0.39% | −10,022−17.3% | 減碼 |
| Mission Wealth Management, LP | 47,761 | $1,632 萬 | 0.34% | −4,155−8.0% | 減碼 |
| Montag A & Associates Inc | 47,672 | $1,629 萬 | 0.76% | +4,821+11.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 47,470 | $1,622 萬 | 0.62% | +390+0.8% | 加碼 |
| Warren Averett Asset Management, LLC | 47,456 | $1,622 萬 | 0.12% | −8,535−15.2% | 減碼 |
| Sora Investors LLC | 46,429 | $1,587 萬 | 1.46% | −158,143−77.3% | 減碼 |
| Boston Common Asset Management, LLC | 46,362 | $1,585 萬 | 1.02% | +26,945+138.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 46,343 | $1,584 萬 | 1.20% | +2,545+5.8% | 加碼 |
| Taylor Hoffman Capital Management LLC | 46,315 | $1,583 萬 | 4.88% | −2,049−4.2% | 減碼 |
| Isthmus Partners, LLC | 45,575 | $1,558 萬 | 1.63% | −26,379−36.7% | 減碼 |
| Glenview Trust Co | 45,531 | $1,556 萬 | 0.24% | +12,596+38.2% | 加碼 |
| Banque Cantonale Vaudoise | 45,348 | $1,550 萬 | 0.58% | −787−1.7% | 減碼 |
| Hartford Investment Management Co | 45,227 | $1,546 萬 | 0.49% | −778−1.7% | 減碼 |
| Night Squared LP | 45,100 | $1,541 萬 | 2.26% | +13,550+42.9% | 加碼 |
| William Allan, LLC | 44,743 | $1,529 萬 | 9.05% | −2,894−6.1% | 減碼 |
| Flputnam Investment Management Co | 44,674 | $1,527 萬 | 0.23% | −16,286−26.7% | 減碼 |
| Verdence Capital Advisors LLC | 44,582 | $1,524 萬 | 0.89% | −4,186−8.6% | 減碼 |
| Exchange Traded Concepts, LLC | 44,433 | $1,519 萬 | 0.12% | +25,769+138.1% | 加碼 |
| AMJ Financial Wealth Management | 44,267 | $1,513 萬 | 3.58% | +240+0.5% | 加碼 |
| SIH Partners, LLLP | 44,219 | $1,511 萬 | 0.47% | +44,219 | 新進 |
| American National Bank | 43,809 | $1,497 萬 | 1.43% | +48+0.1% | 加碼 |
| Hodges Capital Management Inc. | 43,687 | $1,493 萬 | 1.24% | +42,112+2,673.8% | 加碼 |
| WCG Wealth Advisors LLC | 43,669 | $1,493 萬 | 0.42% | +977+2.3% | 加碼 |
| KCM Investment Advisors LLC | 43,545 | $1,488 萬 | 0.49% | −1,005−2.3% | 減碼 |
| Bleakley Financial Group, LLC | 43,108 | $1,473 萬 | 0.23% | −1,872−4.2% | 減碼 |
| Occudo Quantitative Strategies LP | 37,289 | $1,471 萬 | 0.80% | −18,231−32.8% | 減碼 |
| Capital International Inc | 42,887 | $1,466 萬 | 0.11% | +4,104+10.6% | 加碼 |
| General American Investors Co Inc | 41,652 | $1,424 萬 | 0.94% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 40,985 | $1,401 萬 | 1.21% | −1,138−2.7% | 減碼 |
| Univest Financial Corp | 40,954 | $1,400 萬 | 0.79% | −14,231−25.8% | 減碼 |
| Principal Securities, Inc. | 40,925 | $1,399 萬 | 0.21% | +179+0.4% | 加碼 |
| Benjamin Edwards Inc | 40,543 | $1,386 萬 | 0.14% | −3,325−7.6% | 減碼 |
| Atria Investments LLC | 40,483 | $1,384 萬 | 0.15% | −8,186−16.8% | 減碼 |
| Meeder Asset Management Inc | 40,435 | $1,382 萬 | 0.79% | +4,167+11.5% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 40,249 | $1,376 萬 | 0.66% | +170.0% | 加碼 |
| Blue Sparrow, LLC | 40,192 | $1,374 萬 | 0.23% | −79,310−66.4% | 減碼 |
| Telemark Asset Management, LLC | 40,000 | $1,367 萬 | 1.26% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 39,990 | $1,367 萬 | 0.28% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 39,984 | $1,367 萬 | 0.36% | −19,578−32.9% | 減碼 |
| Cooper Creek Partners Management LLC | 39,691 | $1,357 萬 | 0.65% | +39,691 | 新進 |
| Cinctive Capital Management LP | 39,469 | $1,349 萬 | 0.89% | +30,317+331.3% | 加碼 |
| Sava Infond d.o.o. | 39,465 | $1,349 萬 | 1.91% | −16,070−28.9% | 減碼 |
| Ironvine Capital Partners, LLC | 39,430 | $1,348 萬 | 1.48% | −6,989−15.1% | 減碼 |
| Modera Wealth Management, LLC | 39,328 | $1,344 萬 | 0.16% | −2,244−5.4% | 減碼 |
| First American Bank | 39,283 | $1,343 萬 | 0.84% | +1,836+4.9% | 加碼 |
| Clearstead Advisors, LLC | 39,274 | $1,342 萬 | 0.12% | −5,323−11.9% | 減碼 |
| Merit Financial Group, LLC | 39,256 | $1,342 萬 | 0.10% | +3,516+9.8% | 加碼 |
| GAM Holding AG | 39,224 | $1,341 萬 | 1.18% | −2,952−7.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 39,134 | $1,338 萬 | 0.31% | −28,192−41.9% | 減碼 |
| Burney Co | 39,024 | $1,334 萬 | 0.42% | −8,635−18.1% | 減碼 |
| Beacon Investment Advisors LLC | 38,981 | $1,332 萬 | 5.03% | −272−0.7% | 減碼 |
| Blume Capital Management, Inc. | 38,862 | $1,328 萬 | 2.26% | −4,372−10.1% | 減碼 |
| Spire Wealth Management | 38,479 | $1,315 萬 | 0.45% | +25,674+200.5% | 加碼 |
| Glassy Mountain Advisors, Inc. | 38,393 | $1,312 萬 | 4.08% | −222−0.6% | 減碼 |
| Evergreen Private Wealth LLC | 38,407 | $1,312 萬 | 5.30% | −3,204−7.7% | 減碼 |