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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 20,236 | $691.6 萬 | 1.18% | −1,632−7.5% | 減碼 |
| Stanley-Laman Group, Ltd. | 20,141 | $688.4 萬 | 0.85% | +18,056+866.0% | 加碼 |
| Romano Brothers and Company | 20,047 | $685.2 萬 | 0.78% | −455−2.2% | 減碼 |
| S-Bank Fund Management Ltd | 20,000 | $683.6 萬 | 1.02% | −14,000−41.2% | 減碼 |
| Capelight Capital Asset Management LP | 20,000 | $683.6 萬 | 5.69% | +10,000+100.0% | 加碼 |
| Professional Advisory Services Inc | 19,891 | $679.9 萬 | 0.94% | −10,809−35.2% | 減碼 |
| Meeder Advisory Services, Inc. | 19,884 | $679.6 萬 | 0.28% | +391+2.0% | 加碼 |
| Plato Investment Management Ltd | 19,868 | $679.5 萬 | 0.46% | +5,559+38.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 19,754 | $675.2 萬 | 0.38% | +10,303+109.0% | 加碼 |
| Wahed Invest LLC | 19,682 | $672.7 萬 | 0.87% | −1,436−6.8% | 減碼 |
| Formuepleje A/S | 19,666 | $672.2 萬 | 0.61% | −39,148−66.6% | 減碼 |
| Bank Ozk | 19,589 | $669.5 萬 | 2.36% | −1,726−8.1% | 減碼 |
| Bill Few Associates, Inc. | 19,528 | $667.5 萬 | 1.60% | +23+0.1% | 加碼 |
| Modern Wealth Management, LLC | 18,703 | $661.7 萬 | 0.11% | +299+1.6% | 加碼 |
| SFE Investment Counsel | 19,257 | $658.2 萬 | 1.05% | −1,336−6.5% | 減碼 |
| Atom Investors LP | 19,252 | $658.0 萬 | 0.47% | +12,315+177.5% | 加碼 |
| Institute for Wealth Management, LLC. | 19,014 | $649.9 萬 | 0.70% | −280−1.5% | 減碼 |
| Koshinski Asset Management, Inc. | 18,951 | $647.7 萬 | 0.40% | +163+0.9% | 加碼 |
| WealthPlan Investment Management, LLC | 18,927 | $646.9 萬 | 0.36% | +14,715+349.4% | 加碼 |
| Signaturefd, LLC | 18,916 | $646.5 萬 | 0.10% | +1,076+6.0% | 加碼 |
| Cullen Capital Management LLC | 18,868 | $644.9 萬 | 0.07% | −1,242−6.2% | 減碼 |
| Baader Bank INC | 18,837 | $641.4 萬 | 0.63% | −8,211−30.4% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 18,630 | $636.7 萬 | 6.31% | −1,192−6.0% | 減碼 |
| Progressive Investment Management Corp | 18,561 | $634.4 萬 | 1.68% | +12+0.1% | 加碼 |
| WSFS Capital Management, LLC | 18,451 | $630.6 萬 | 0.31% | +46+0.2% | 加碼 |
| Fortem Financial Group, LLC | 18,370 | $627.9 萬 | 1.58% | +621+3.5% | 加碼 |
| Silvant Capital Management LLC | 18,339 | $626.8 萬 | 0.22% | +1,750+10.5% | 加碼 |
| Fruth Investment Management | 18,325 | $626.3 萬 | 1.56% | −400−2.1% | 減碼 |
| Pflug Koory, LLC | 18,316 | $626.0 萬 | 2.87% | −2,706−12.9% | 減碼 |
| Processus Wealth & Capital Management, LLC | 18,271 | $624.5 萬 | 4.24% | +24+0.1% | 加碼 |
| Cambient Family Office, LLC | 18,256 | $624.0 萬 | 0.87% | +754+4.3% | 加碼 |
| Harbour Investments, Inc. | 18,162 | $620.8 萬 | 0.10% | +15,520+587.4% | 加碼 |
| Advisory Resource Group | 18,111 | $619.0 萬 | 1.07% | −9,880−35.3% | 減碼 |
| Change Path, LLC | 18,018 | $615.8 萬 | 0.14% | −346−1.9% | 減碼 |
| Gibbs Wealth Management | 17,898 | $611.7 萬 | 0.81% | +14,007+360.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 17,890 | $611.5 萬 | 0.62% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 17,856 | $610.3 萬 | 0.46% | +17,856 | 新進 |
| Droms Strauss Advisors Inc | 17,820 | $609.1 萬 | 1.59% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 17,797 | $607.8 萬 | 0.80% | +5,558+45.4% | 加碼 |
| Guinness Atkinson Asset Management Inc | 17,729 | $606.0 萬 | 3.03% | −11,111−38.5% | 減碼 |
| SP Asset Management LLC | 17,685 | $604.4 萬 | 0.53% | −1,147−6.1% | 減碼 |
| Triglav Skladi, D.O.O. | 17,664 | $603.4 萬 | 0.42% | +6,818+62.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,626 | $602.4 萬 | 0.47% | 00.0% | 不變 |
| Himension Fund | 17,452 | $596.5 萬 | 0.46% | −8,562−32.9% | 減碼 |
| Marathon Wealth Advisors LLC | 17,305 | $591.5 萬 | 2.43% | +56+0.3% | 加碼 |
| Tema ETFs LLC | 17,301 | $591.3 萬 | 0.40% | −1,282−6.9% | 減碼 |
| M&G Plc | 17,265 | $590.5 萬 | 0.03% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 17,265 | $590.1 萬 | 0.31% | +3,677+27.1% | 加碼 |
| Commonwealth Retirement Investments LLC | 17,257 | $589.8 萬 | 1.83% | −93−0.5% | 減碼 |
| Mather Group, LLC. | 17,126 | $585.4 萬 | 0.06% | −1,727−9.2% | 減碼 |
| Howe & Rusling Inc | 17,101 | $584.5 萬 | 0.38% | −521−3.0% | 減碼 |
| HGK Asset Management Inc | 17,044 | $582.5 萬 | 0.85% | −10,834−38.9% | 減碼 |
| Smartleaf Asset Management LLC | 18,020 | $582.3 萬 | 0.21% | +1,628+9.9% | 加碼 |
| Foster & Motley Inc | 16,986 | $580.6 萬 | 0.30% | −491−2.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 16,945 | $579.2 萬 | 0.06% | +5,573+49.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 16,916 | $578.2 萬 | 1.06% | −430−2.5% | 減碼 |
| St Germain D J Co Inc | 16,881 | $577.0 萬 | 0.23% | 00.0% | 不變 |
| Curat Global, LLC | 16,856 | $576.1 萬 | 5.68% | +835+5.2% | 加碼 |
| Annex Advisory Services, LLC | 16,821 | $574.9 萬 | 0.11% | −1,147−6.4% | 減碼 |
| Founders Capital Management | 16,798 | $574.1 萬 | 2.80% | −146−0.9% | 減碼 |
| BBR Partners, LLC | 16,784 | $573.7 萬 | 0.32% | −2,350−12.3% | 減碼 |
| Conning Inc. | 16,761 | $572.9 萬 | 0.19% | −4,642−21.7% | 減碼 |
| Silver Lake Advisory, LLC | 16,714 | $571.3 萬 | 2.27% | −5,581−25.0% | 減碼 |
| Kingsview Wealth Management, LLC | 16,699 | $570.8 萬 | 0.08% | −112−0.7% | 減碼 |
| Baker Chad R | 16,530 | $565.0 萬 | 1.07% | 00.0% | 不變 |
| Armistice Capital, LLC | 16,503 | $564.1 萬 | 0.19% | +16,503 | 新進 |
| VestGen Advisors, LLC | 13,031 | $561.9 萬 | 0.16% | +1,743+15.4% | 加碼 |
| Talon Private Wealth, LLC | 16,417 | $561.2 萬 | 0.75% | +16,417 | 新進 |
| Tenere Capital LLC | 16,417 | $561.1 萬 | 4.11% | +1,939+13.4% | 加碼 |
| Palisade Capital Management LLC | 16,353 | $558.9 萬 | 0.19% | +348+2.2% | 加碼 |
| Level Four Advisory Services, LLC | 16,340 | $558.5 萬 | 0.18% | −20,448−55.6% | 減碼 |
| Ballentine Partners, LLC | 16,335 | $558.3 萬 | 0.08% | −462−2.8% | 減碼 |
| Tandem Capital Management Corp | 16,282 | $556.5 萬 | 2.79% | −959−5.6% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 16,190 | $553.4 萬 | 0.80% | +4,782+41.9% | 加碼 |
| Winton Group Ltd | 16,051 | $548.6 萬 | 0.19% | −20,308−55.9% | 減碼 |
| Conscious Wealth Investments, LLC | 13,912 | $548.5 萬 | 3.06% | −2,544−15.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 16,020 | $547.5 萬 | 0.13% | −105,795−86.8% | 減碼 |
| Sciencast Management LP | 15,925 | $544.3 萬 | 0.69% | −6,881−30.2% | 減碼 |
| Intrust Bank NA | 15,913 | $543.9 萬 | 0.44% | +1,328+9.1% | 加碼 |
| Liberty Wealth Management LLC | 15,869 | $542.4 萬 | 0.68% | −3,081−16.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 15,848 | $541.7 萬 | 0.07% | −1,083−6.4% | 減碼 |
| Anchor Investment Management, LLC | 15,771 | $539.0 萬 | 0.45% | +142+0.9% | 加碼 |
| Symmetry Investments LP | 15,738 | $537.9 萬 | 1.31% | +4,693+42.5% | 加碼 |
| Boothbay Fund Management, LLC | 15,687 | $536.2 萬 | 0.13% | −32,296−67.3% | 減碼 |
| Wright Investors Service Inc | 15,671 | $535.6 萬 | 1.69% | −1,505−8.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 15,607 | $533.4 萬 | 0.93% | +141+0.9% | 加碼 |
| Brighton Jones LLC | 15,550 | $531.5 萬 | 0.12% | +15,550 | 新進 |
| Prime Capital Investment Advisors, LLC | 15,535 | $531.0 萬 | 0.06% | −1,853−10.7% | 減碼 |
| Saranac Partners Ltd | 15,605 | $527.4 萬 | 2.28% | −8,882−36.3% | 減碼 |
| Aaron Wealth Advisors | 15,370 | $525.3 萬 | 0.30% | −192−1.2% | 減碼 |
| Cardiff Park Advisors, LLC | 15,305 | $523.1 萬 | 0.42% | 00.0% | 不變 |
| NVWM, LLC | 15,301 | $523.0 萬 | 1.16% | −1,522−9.0% | 減碼 |
| Wedmont Private Capital | 13,406 | $517.1 萬 | 0.17% | −410−3.0% | 減碼 |
| Diversify Wealth Management, LLC | 13,496 | $516.3 萬 | 0.09% | +8,972+198.3% | 加碼 |
| Guardian Partners Inc. | 15,038 | $515.4 萬 | 0.43% | +521+3.6% | 加碼 |
| LaFleur & Godfrey LLC | 15,062 | $514.8 萬 | 0.64% | −1,847−10.9% | 減碼 |
| Hillsdale Investment Management Inc. | 15,000 | $512.7 萬 | 0.14% | +11,220+296.8% | 加碼 |
| Morningstar Investment Management LLC | 14,895 | $509.1 萬 | 0.32% | −19,889−57.2% | 減碼 |
| Chatham Capital Group, Inc. | 14,780 | $505.2 萬 | 0.73% | +126+0.9% | 加碼 |
| Pinnbrook Capital Management LP | 14,700 | $502.4 萬 | 4.10% | +1,397+10.5% | 加碼 |