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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 38,200 | $1,306 萬 | 0.13% | +21,846+133.6% | 加碼 |
| Compass Wealth Management LLC | 38,152 | $1,304 萬 | 3.22% | −3,019−7.3% | 減碼 |
| Vestcor Inc | 38,072 | $1,301 萬 | 0.36% | +6,480+20.5% | 加碼 |
| FORA Capital, LLC | 38,105 | $1,301 萬 | 0.95% | +25,136+193.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 38,052 | $1,301 萬 | 1.54% | −112−0.3% | 減碼 |
| Great Lakes Advisors, LLC | 37,959 | $1,297 萬 | 0.11% | −6,346−14.3% | 減碼 |
| Steadfast Capital Management LP | 37,900 | $1,295 萬 | 0.49% | +37,900 | 新進 |
| GHP Investment Advisors, Inc. | 37,772 | $1,291 萬 | 0.53% | +2,017+5.6% | 加碼 |
| Integrated Wealth Concepts LLC | 37,472 | $1,281 萬 | 0.10% | +25,581+215.1% | 加碼 |
| Insight Holdings Group, LLC | 37,355 | $1,277 萬 | 0.90% | +37,355 | 新進 |
| China Universal Asset Management Co., Ltd. | 37,283 | $1,274 萬 | 0.96% | +14,739+65.4% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 37,000 | $1,265 萬 | 7.17% | −1,210−3.2% | 減碼 |
| Scotia Capital Inc. | 36,930 | $1,262 萬 | 0.05% | +20,743+128.1% | 加碼 |
| Argent Trust Co | 36,917 | $1,262 萬 | 0.43% | −1,746−4.5% | 減碼 |
| Generate Investment Management Ltd | 36,882 | $1,261 萬 | 0.62% | +36,882 | 新進 |
| HB Wealth Management, LLC | 36,844 | $1,259 萬 | 0.08% | +2,821+8.3% | 加碼 |
| AIA Group Ltd | 36,720 | $1,255 萬 | 0.18% | +36,720 | 新進 |
| Diversified Trust Co | 36,592 | $1,251 萬 | 0.23% | +6,174+20.3% | 加碼 |
| Polar Capital Holdings Plc | 36,568 | $1,250 萬 | 0.05% | −15,432−29.7% | 減碼 |
| United Capital Financial Advisers, LLC | 36,371 | $1,243 萬 | 0.08% | +339+0.9% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 36,350 | $1,242 萬 | 0.10% | +2,250+6.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,221 | $1,238 萬 | 0.35% | −711−1.9% | 減碼 |
| Davenport & Co LLC | 36,196 | $1,237 萬 | 0.07% | −2,444−6.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 36,038 | $1,232 萬 | 0.38% | −23−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 35,886 | $1,227 萬 | 0.38% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 35,451 | $1,212 萬 | 0.32% | −1,250−3.4% | 減碼 |
| Naples Global Advisors, LLC | 35,323 | $1,207 萬 | 0.88% | −144−0.4% | 減碼 |
| Petredis Investment Advisors LLC | 35,013 | $1,197 萬 | 0.98% | +454+1.3% | 加碼 |
| 3G Capital Partners LP | 35,000 | $1,196 萬 | 4.25% | +35,000 | 新進 |
| William Blair Investment Management, LLC | 34,940 | $1,194 萬 | 0.04% | −224−0.6% | 減碼 |
| Stephens Inc | 34,506 | $1,193 萬 | 0.15% | +1,550+4.7% | 加碼 |
| First Foundation Advisors | 34,668 | $1,185 萬 | 0.48% | +150.0% | 加碼 |
| King Luther Capital Management Corp | 34,569 | $1,182 萬 | 0.05% | +32,742+1,792.1% | 加碼 |
| Bogart Wealth, LLC | 34,376 | $1,175 萬 | 0.45% | −19,694−36.4% | 減碼 |
| Westerkirk Capital Inc. | 34,206 | $1,169 萬 | 1.26% | −2,194−6.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 29,610 | $1,168 萬 | 0.75% | −10,441−26.1% | 減碼 |
| Burr Financial Services, LLC | 33,817 | $1,156 萬 | 9.18% | +5,078+17.7% | 加碼 |
| GDS Wealth Management | 33,764 | $1,154 萬 | 0.69% | +33,764 | 新進 |
| Signet Financial Management, LLC | 33,612 | $1,149 萬 | 1.29% | −6,870−17.0% | 減碼 |
| Ancora Advisors, LLC | 33,602 | $1,148 萬 | 0.24% | −3,709−9.9% | 減碼 |
| LGT Fund Management Co Ltd. | 33,482 | $1,144 萬 | 0.50% | +7,110+27.0% | 加碼 |
| Citizens National Bank Trust Department | 33,452 | $1,143 萬 | 1.90% | −1,542−4.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 33,422 | $1,142 萬 | 0.84% | −1,030−3.0% | 減碼 |
| Carret Asset Management, LLC | 33,293 | $1,138 萬 | 1.11% | −1,065−3.1% | 減碼 |
| Hall Laurie J Trustee | 33,133 | $1,132 萬 | 4.00% | −1,390−4.0% | 減碼 |
| Sawgrass Asset Management LLC | 32,883 | $1,124 萬 | 1.69% | −904−2.7% | 減碼 |
| Brevan Howard Capital Management LP | 32,721 | $1,118 萬 | 0.11% | +16,279+99.0% | 加碼 |
| Berkshire Capital Holdings Inc | 32,470 | $1,110 萬 | 4.00% | +32,460+324,600.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 32,414 | $1,108 萬 | 0.32% | +32,414 | 新進 |
| Advanced Asset Management Advisors Inc | 32,300 | $1,104 萬 | 3.05% | 00.0% | 不變 |
| Woodstock Corp | 32,204 | $1,101 萬 | 0.98% | −330−1.0% | 減碼 |
| Freestone Grove Partners LP | 32,100 | $1,097 萬 | 0.08% | −22,356−41.1% | 減碼 |
| Park Avenue Securities LLC | 32,083 | $1,097 萬 | 0.09% | +6,155+23.7% | 加碼 |
| Hartford Financial Management Inc. | 32,082 | $1,097 萬 | 2.79% | −3,101−8.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 31,926 | $1,091 萬 | 0.50% | +229+0.7% | 加碼 |
| Everence Capital Management Inc | 31,873 | $1,089 萬 | 0.66% | 00.0% | 不變 |
| Rench Wealth Management, Inc. | 31,749 | $1,085 萬 | 3.26% | −963−2.9% | 減碼 |
| Hosking Partners LLP | 31,402 | $1,073 萬 | 0.38% | −19,955−38.9% | 減碼 |
| Delta Financial Advisors LLC | 31,220 | $1,067 萬 | 2.78% | −1,506−4.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 31,211 | $1,067 萬 | 0.15% | −633−2.0% | 減碼 |
| Citizens Financial Group Inc | 31,132 | $1,064 萬 | 0.15% | −148−0.5% | 減碼 |
| Gold Investment Management Ltd. | 31,043 | $1,061 萬 | 3.29% | +105+0.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 30,882 | $1,056 萬 | 0.06% | +7,624+32.8% | 加碼 |
| Pacifica Partners Inc. | 30,830 | $1,054 萬 | 3.50% | +30,830 | 新進 |
| Red Spruce Capital, LLC | 30,678 | $1,049 萬 | 4.31% | +168+0.6% | 加碼 |
| Farther Finance Advisors, LLC | 29,634 | $1,048 萬 | 0.10% | +3,422+13.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 30,664 | $1,048 萬 | 0.94% | +30,664 | 新進 |
| Tiaa-Cref Individual & Institutional Services, LLC | 30,502 | $1,043 萬 | 0.04% | +30,502 | 新進 |
| Siemens Fonds Invest GmbH | 30,208 | $1,032 萬 | 0.59% | −2,280−7.0% | 減碼 |
| Robinhood Asset Management, LLC | 30,163 | $1,031 萬 | 0.75% | −20,860−40.9% | 減碼 |
| Trivest Advisors Ltd | 29,974 | $1,024 萬 | 0.74% | −18,026−37.6% | 減碼 |
| Palmer Knight Co | 29,621 | $1,012 萬 | 4.94% | +214+0.7% | 加碼 |
| Metis Global Partners, LLC | 29,507 | $1,009 萬 | 0.25% | −4,038−12.0% | 減碼 |
| Kinneret Advisory, LLC | 29,355 | $1,003 萬 | 0.95% | −1,301−4.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 29,297 | $1,001 萬 | 0.49% | +2,890+10.9% | 加碼 |
| Saudi Central Bank | 29,268 | $1,000 萬 | 0.21% | +29,268 | 新進 |
| SevenBridge Financial Group, LLC | 24,720 | $997.4 萬 | 1.56% | −977−3.8% | 減碼 |
| Leelyn Smith, LLC | 29,163 | $996.8 萬 | 1.40% | −966−3.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 29,049 | $992.9 萬 | 0.34% | −2,328−7.4% | 減碼 |
| Midway Capital Research & Management | 29,045 | $992.7 萬 | 9.36% | −732−2.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 28,873 | $986.9 萬 | 0.35% | +669+2.4% | 加碼 |
| Miracle Mile Advisors, LLC | 28,841 | $985.8 萬 | 0.14% | +3,198+12.5% | 加碼 |
| First Community Trust NA | 28,841 | $985.8 萬 | 7.27% | −110.0% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 28,552 | $975.9 萬 | 1.17% | −14,833−34.2% | 減碼 |
| Churchill Financial Advisors, LLC | 28,542 | $975.5 萬 | 2.05% | +4,732+19.9% | 加碼 |
| Night Owl Capital Management, LLC | 28,525 | $975.0 萬 | 1.14% | +28,525 | 新進 |
| Coldstream Capital Management Inc | 28,520 | $974.8 萬 | 0.12% | +1,687+6.3% | 加碼 |
| Mizuho Markets Cayman LP | 28,465 | $972.9 萬 | 0.52% | +14,199+99.5% | 加碼 |
| Fort Sheridan Advisors LLC | 28,454 | $972.5 萬 | 1.18% | −49−0.2% | 減碼 |
| Empirical Finance, LLC | 28,415 | $971.2 萬 | 0.46% | −64−0.2% | 減碼 |
| Callan Family Office, LLC | 28,393 | $970.5 萬 | 0.22% | −2,007−6.6% | 減碼 |
| Vise Technologies, Inc. | 37,534 | $964.6 萬 | 0.19% | 00.0% | 不變 |
| DuPont Capital Management Corp | 28,212 | $964.3 萬 | 1.10% | −8,798−23.8% | 減碼 |
| Oak Thistle LLC | 28,107 | $960.7 萬 | 0.93% | +12,430+79.3% | 加碼 |
| KKM Financial LLC | 37,276 | $958.0 萬 | 1.70% | 00.0% | 不變 |
| Bailard, Inc. | 27,896 | $953.5 萬 | 0.22% | −2,246−7.5% | 減碼 |
| Argonautica Private Wealth Management, Inc | 27,882 | $953.0 萬 | 2.88% | −391−1.4% | 減碼 |
| Plimoth Trust Co LLC | 27,537 | $941.2 萬 | 2.10% | −2,039−6.9% | 減碼 |
| Kelly Lawrence W & Associates Inc | 27,480 | $939.2 萬 | 2.61% | −1,683−5.8% | 減碼 |
| Apollon Wealth Management, LLC | 27,445 | $938.0 萬 | 0.15% | +221+0.8% | 加碼 |