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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 27,329 | $934.1 萬 | 0.33% | −1,213−4.2% | 減碼 |
| Spartan Wealth Advisory Services LLC | 27,236 | $930.9 萬 | 0.81% | +27,236 | 新進 |
| Advisors Asset Management, Inc. | 27,197 | $929.6 萬 | 0.15% | −1,122−4.0% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 27,102 | $926.3 萬 | 1.33% | −1,090−3.9% | 減碼 |
| Colonial Trust Co | 27,061 | $924.9 萬 | 1.26% | −692−2.5% | 減碼 |
| Quadrant Capital Group LLC | 27,015 | $923.3 萬 | 0.28% | +653+2.5% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 26,981 | $922.2 萬 | 0.51% | −20,034−42.6% | 減碼 |
| Parallel Advisors, LLC | 26,970 | $921.8 萬 | 0.17% | +4,234+18.6% | 加碼 |
| RBA Wealth Management, LLC | 26,946 | $921.0 萬 | 3.32% | −1,767−6.2% | 減碼 |
| Greenleaf Trust | 26,918 | $920.0 萬 | 0.09% | +110+0.4% | 加碼 |
| Canada Post Corp Registered Pension Plan | 26,904 | $919.6 萬 | 0.37% | −1,175−4.2% | 減碼 |
| RSM US Wealth Management LLC | 26,890 | $919.1 萬 | 0.11% | +1,775+7.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,788 | $915.6 萬 | 0.16% | +2,777+11.6% | 加碼 |
| Willis Investment Counsel | 26,449 | $904.0 萬 | 0.49% | −35,485−57.3% | 減碼 |
| Skopos Labs, Inc. | 26,247 | $897.1 萬 | 0.28% | +9,301+54.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,169 | $894.4 萬 | 0.17% | +26,169 | 新進 |
| Fideuram Asset Management (Ireland) dac | 26,936 | $894.3 萬 | 1.14% | −44,577−62.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 26,152 | $893.8 萬 | 0.11% | +120+0.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 26,020 | $889.3 萬 | 0.19% | −1,428−5.2% | 減碼 |
| CAPROCK Group, Inc. | 25,967 | $887.6 萬 | 0.22% | −78−0.3% | 減碼 |
| Puzo Michael J | 25,577 | $874.2 萬 | 2.55% | −146−0.6% | 減碼 |
| Choate Investment Advisors | 25,477 | $870.8 萬 | 0.17% | +398+1.6% | 加碼 |
| Peak Planning Group, LLC | 25,368 | $868.5 萬 | 2.41% | +105+0.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 25,398 | $868.1 萬 | 0.13% | −56−0.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 25,357 | $866.7 萬 | 0.11% | −240−0.9% | 減碼 |
| Independent Advisor Alliance | 25,281 | $864.1 萬 | 0.09% | −681−2.6% | 減碼 |
| Trustco Bank Corp N Y | 25,213 | $861.8 萬 | 7.65% | −442−1.7% | 減碼 |
| Savant Capital, LLC | 25,125 | $858.7 萬 | 0.04% | +5,462+27.8% | 加碼 |
| Northwest Bancshares, Inc. | 25,005 | $854.6 萬 | 1.70% | −2,742−9.9% | 減碼 |
| Alight Capital Management LP | 25,000 | $854.5 萬 | 2.49% | −5,000−16.7% | 減碼 |
| PKO Investment Management Joint-Stock Co | 25,000 | $854.5 萬 | 0.72% | +1,000+4.2% | 加碼 |
| Ardsley Advisory Partners LP | 25,000 | $854.5 萬 | 1.30% | +25,000 | 新進 |
| Bonness Enterprises Inc | 24,776 | $846.8 萬 | 3.10% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 24,751 | $846.0 萬 | 1.23% | −1,100−4.3% | 減碼 |
| Intact Investment Management Inc. | 24,600 | $840.8 萬 | 0.24% | +4,200+20.6% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 24,570 | $839.8 萬 | 1.66% | −400−1.6% | 減碼 |
| Summit Trail Advisors, LLC | 24,510 | $837.7 萬 | 0.12% | +6,259+34.3% | 加碼 |
| Polar Asset Management Partners Inc. | 24,254 | $829.0 萬 | 0.20% | −9,766−28.7% | 減碼 |
| Midwest Professional Planners, LTD. | 24,230 | $828.2 萬 | 1.95% | −1,237−4.9% | 減碼 |
| Arkadios Wealth Advisors | 24,146 | $825.3 萬 | 0.14% | −1,602−6.2% | 減碼 |
| Virginia Retirement Systems Et Al | 24,114 | $824.2 萬 | 0.06% | −60,616−71.5% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,944 | $818.4 萬 | 0.48% | +23,944 | 新進 |
| Boston Private Wealth LLC | 23,873 | $815.9 萬 | 0.54% | +1,451+6.5% | 加碼 |
| Fulton Bank, N.A. | 23,768 | $812.4 萬 | 0.29% | −1,640−6.5% | 減碼 |
| Capital Wealth Planning, LLC | 23,753 | $811.9 萬 | 0.04% | +13,348+128.3% | 加碼 |
| LOM Asset Management Ltd | 23,711 | $810.4 萬 | 2.33% | −778−3.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 23,564 | $805.4 萬 | 1.74% | −6,666−22.1% | 減碼 |
| Laurion Capital Management LP | 23,522 | $804.0 萬 | 0.75% | +21,222+922.7% | 加碼 |
| Perigon Wealth Management, LLC | 23,467 | $802.1 萬 | 0.15% | +72+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 23,441 | $801.2 萬 | 0.13% | −520−2.2% | 減碼 |
| North Dakota State Investment Board | 23,241 | $794.4 萬 | 0.34% | −4,266−15.5% | 減碼 |
| Cypress Asset Management Inc | 23,114 | $790.0 萬 | 1.83% | −429−1.8% | 減碼 |
| Gunderson Capital Management Inc. | 23,098 | $789.5 萬 | 3.30% | +23,098 | 新進 |
| Philadelphia Trust Co | 23,000 | $786.1 萬 | 0.55% | −500−2.1% | 減碼 |
| Jacobi Capital Management LLC | 22,983 | $785.5 萬 | 0.44% | −1,673−6.8% | 減碼 |
| Arvest Bank Trust Division | 22,931 | $783.8 萬 | 0.43% | −14,870−39.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,749 | $777.5 萬 | 0.51% | +27+0.1% | 加碼 |
| Family Legacy, Inc. | 22,625 | $773.3 萬 | 2.32% | −3,794−14.4% | 減碼 |
| GAMMA Investing LLC | 22,566 | $771.3 萬 | 0.36% | +3,036+15.5% | 加碼 |
| Smithfield Trust Co | 22,419 | $766.1 萬 | 0.33% | 00.0% | 不變 |
| PEAK6 LLC | 22,401 | $765.6 萬 | 0.22% | +22,399+1,119,950.0% | 加碼 |
| Regions Financial Corp | 22,392 | $765.3 萬 | 0.05% | −2,742−10.9% | 減碼 |
| BKD Wealth Advisors, LLC | 22,310 | $762.5 萬 | 0.14% | −158−0.7% | 減碼 |
| Kidder Stephen W | 22,265 | $761.0 萬 | 2.24% | +2,190+10.9% | 加碼 |
| Somerville Kurt F | 22,247 | $760.4 萬 | 2.01% | −6,811−23.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,247 | $760.4 萬 | 0.08% | −1,053−4.5% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $755.6 萬 | 4.11% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 22,046 | $753.5 萬 | 0.08% | −40,052−64.5% | 減碼 |
| MUFG Securities Americas Inc. | 21,958 | $750.5 萬 | 0.48% | +496+2.3% | 加碼 |
| Welch Group, LLC | 21,881 | $747.9 萬 | 0.28% | +19,963+1,040.8% | 加碼 |
| Evergreen Capital Management LLC | 21,876 | $747.7 萬 | 0.16% | +819+3.9% | 加碼 |
| Capital International Sarl | 21,869 | $747.5 萬 | 0.12% | −7,291−25.0% | 減碼 |
| Soltis Investment Advisors LLC | 21,835 | $746.3 萬 | 0.49% | −4,209−16.2% | 減碼 |
| KR Capital LP | 21,757 | $743.6 萬 | 1.49% | +21,757 | 新進 |
| Daymark Wealth Partners, LLC | 21,715 | $742.2 萬 | 0.23% | +136+0.6% | 加碼 |
| Scott & Selber, Inc. | 21,697 | $741.6 萬 | 1.91% | −90.0% | 減碼 |
| Stelac Advisory Services LLC | 22,179 | $741.4 萬 | 1.50% | +21,734+4,884.0% | 加碼 |
| Dakota Wealth Management | 21,662 | $740.4 萬 | 0.16% | +1,589+7.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $738.2 萬 | 0.22% | 00.0% | 不變 |
| Science & Technology Partners, L.P. | 21,550 | $736.6 萬 | 1.93% | +21,550 | 新進 |
| Securian Asset Management, Inc | 21,533 | $736.0 萬 | 0.29% | −129−0.6% | 減碼 |
| Phraction Management LLC | 21,494 | $734.6 萬 | 1.91% | −5,860−21.4% | 減碼 |
| Johnson Investment Counsel Inc | 21,484 | $734.3 萬 | 0.06% | −956−4.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,315 | $728.5 萬 | 0.02% | −17,878−45.6% | 減碼 |
| Asset One Wealth Management LLC | 18,462 | $728.0 萬 | 0.81% | +1,733+10.4% | 加碼 |
| Ssa Swiss Advisors AG | 21,734 | $727.7 萬 | 3.38% | −3,168−12.7% | 減碼 |
| BDF-Gestion | 21,247 | $726.2 萬 | 0.98% | −5,940−21.8% | 減碼 |
| Broderick Brian C | 21,247 | $726.2 萬 | 1.34% | +5,166+32.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 21,227 | $725.5 萬 | 0.07% | +746+3.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 21,114 | $721.7 萬 | 0.13% | −1,000−4.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $721.5 萬 | 0.49% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 21,090 | $720.8 萬 | 0.07% | +7,705+57.6% | 加碼 |
| ARS Investment Partners, LLC | 21,046 | $719.3 萬 | 0.37% | +2,027+10.7% | 加碼 |
| New Age Alpha Advisors, LLC | 20,817 | $711.5 萬 | 0.33% | +17,671+561.7% | 加碼 |
| Eagle Capital Management, LLC | 20,561 | $702.8 萬 | 2.77% | −118−0.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 20,539 | $702.0 萬 | 0.45% | +2,034+11.0% | 加碼 |
| Shayne & Co., LLC | 20,424 | $698.1 萬 | 2.16% | −2,071−9.2% | 減碼 |
| English Capital Management LLC | 20,420 | $697.9 萬 | 4.11% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 17,787 | $696.6 萬 | 0.27% | −5,985−25.2% | 減碼 |
| Glass Wealth Management Co LLC | 20,258 | $692.4 萬 | 2.68% | +506+2.6% | 加碼 |