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、3 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 2 季 13F 持有人
Applied Materials Inc 在 2026/6/30 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
- 3,519
- 較 2026 年第 1 季 +598 家
- 持有股數
- 6.64 億
- 較 2026 年第 1 季 +2,260 萬 (+3.5%)
- 總市值
- $4,765 億
- 較 2026 年第 1 季 +$2,580 億 (+118.1%)
- 新進機構
- 716
- 另有 1,081 家加碼
- 清倉機構
- 118
- 另有 1,359 家減碼
另有 34 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 2,722 | $196.5 萬 | 0.03% | +2,722 | 新進 |
| WealthPLAN Partners, LLC | 2,718 | $196.5 萬 | 0.38% | +495+22.3% | 加碼 |
| Chilton Capital Management LLC | 2,725 | $197.0 萬 | 0.06% | −16−0.6% | 減碼 |
| TLWM | 2,725 | $197.0 萬 | 0.32% | +2,725 | 新進 |
| Cranbrook Wealth Management, LLC | 2,726 | $197.1 萬 | 0.37% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 2,741 | $198.2 萬 | 0.44% | −184−6.3% | 減碼 |
| Brookwood Investment Group LLC | 2,744 | $198.4 萬 | 0.23% | −6,530−70.4% | 減碼 |
| Rodgers Brothers Inc. | 2,745 | $198.5 萬 | 0.19% | 00.0% | 不變 |
| Canopy Partners, LLC | 2,753 | $199.0 萬 | 0.60% | −12−0.4% | 減碼 |
| PlanVest Financial, Inc | 2,758 | $199.4 萬 | 1.33% | +351+14.6% | 加碼 |
| Fortis Capital Advisors, LLC | 2,763 | $199.8 萬 | 0.22% | −42−1.5% | 減碼 |
| Duncker Streett & Co Inc | 2,770 | $200.3 萬 | 0.34% | −76−2.7% | 減碼 |
| Forum Financial Management, LP | 2,789 | $201.6 萬 | 0.03% | −147−5.0% | 減碼 |
| National Wealth Management Group, LLC | 2,797 | $202.2 萬 | 0.63% | −496−15.1% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $202.4 萬 | 0.29% | 00.0% | 不變 |
| REX Advisers, LLC | 2,800 | $202.4 萬 | 5.43% | +2,800 | 新進 |
| Capstone Financial Advisors, Inc. | 2,804 | $202.7 萬 | 0.10% | +369+15.2% | 加碼 |
| Physicians Financial Services, Inc. | 2,810 | $203.2 萬 | 0.51% | −36−1.3% | 減碼 |
| Wealth Group, Ltd. | 2,810 | $203.2 萬 | 0.51% | +683+32.1% | 加碼 |
| Salomon & Ludwin, LLC | 3,123 | $203.3 萬 | 0.17% | −142−4.3% | 減碼 |
| Intesa Sanpaolo Wealth Management | 2,815 | $203.5 萬 | 0.41% | +1,269+82.1% | 加碼 |
| Howland Capital Management LLC | 2,819 | $203.8 萬 | 0.07% | +7+0.2% | 加碼 |
| Allium Financial Advisors, LLC | 2,822 | $204.0 萬 | 1.34% | −10.0% | 減碼 |
| Hudock, Inc. | 2,825 | $204.3 萬 | 0.26% | −16−0.6% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,828 | $204.5 萬 | 0.41% | +2,827+282,700.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 2,828 | $204.5 萬 | 0.39% | −513−15.4% | 減碼 |
| Summit Wealth Group LLC | 2,839 | $205.2 萬 | 0.17% | +245+9.4% | 加碼 |
| Tower Bridge Advisors | 2,841 | $205.4 萬 | 0.19% | −277−8.9% | 減碼 |
| Milestone Asset Management, LLC | 2,849 | $206.0 萬 | 0.32% | −11,386−80.0% | 減碼 |
| SmartHarvest Portfolios, LLC | 2,851 | $206.1 萬 | 0.67% | +142+5.2% | 加碼 |
| Sonoma Private Wealth LLC | 2,861 | $206.9 萬 | 2.22% | −119−4.0% | 減碼 |
| Redwood Financial Network Corp | 2,863 | $207.0 萬 | 1.15% | +1,725+151.6% | 加碼 |
| Range Advisory, LLC | 2,866 | $207.2 萬 | 0.25% | +728+34.1% | 加碼 |
| Alesco Advisors LLC | 2,867 | $207.3 萬 | 0.05% | −17−0.6% | 減碼 |
| Focused Alpha, LLC | 2,868 | $207.4 萬 | 0.53% | +1,765+160.0% | 加碼 |
| DV Equities, LLC | 2,870 | $207.5 萬 | 0.30% | +2,870 | 新進 |
| McGowan Group Asset Management, Inc. | 2,871 | $207.6 萬 | 0.25% | −10.0% | 減碼 |
| Apella Capital, LLC | 3,744 | $207.6 萬 | 0.03% | +483+14.8% | 加碼 |
| Souders Financial Advisors | 2,872 | $207.6 萬 | 0.21% | −279−8.9% | 減碼 |
| Martin Capital Advisors, LLP | 2,873 | $207.8 萬 | 1.09% | +283+10.9% | 加碼 |
| Diversified Management Inc | 2,875 | $207.9 萬 | 0.44% | −1,963−40.6% | 減碼 |
| Dutch Asset Corp | 2,875 | $207.9 萬 | 1.03% | +118+4.3% | 加碼 |
| Scientech Research LLC | 2,881 | $208.3 萬 | 1.69% | +2,881 | 新進 |
| Crewe Advisors LLC | 2,889 | $208.9 萬 | 0.15% | +105+3.8% | 加碼 |
| Cercano Management LLC | 2,896 | $209.4 萬 | 0.28% | 00.0% | 不變 |
| Argentarii, LLC | 3,986 | $209.5 萬 | 0.63% | +540+15.7% | 加碼 |
| WD Rutherford LLC | 2,898 | $209.5 萬 | 0.76% | −1,630−36.0% | 減碼 |
| Jordan Park Group LLC | 2,900 | $209.7 萬 | 0.11% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,900 | $209.7 萬 | 0.10% | +65+2.3% | 加碼 |
| Grant Private Wealth Management Inc | 2,900 | $209.7 萬 | 0.88% | +769+36.1% | 加碼 |
| Hilltop Holdings Inc. | 2,905 | $210.0 萬 | 0.17% | +378+15.0% | 加碼 |
| Sandy Cove Advisors, LLC | 2,907 | $210.2 萬 | 0.53% | −60−2.0% | 減碼 |
| Albert D Mason Inc | 2,908 | $210.2 萬 | 1.19% | −101−3.4% | 減碼 |
| Smith Group Asset Management, LLC | 2,912 | $210.5 萬 | 0.09% | +233+8.7% | 加碼 |
| Probity Advisors, Inc. | 2,913 | $210.6 萬 | 0.30% | −111−3.7% | 減碼 |
| Advisor OS, LLC | 2,922 | $211.3 萬 | 0.14% | +246+9.2% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 2,930 | $211.8 萬 | 0.62% | −128−4.2% | 減碼 |
| Stevens Capital Management LP | 2,931 | $211.9 萬 | 0.51% | +1,245+73.8% | 加碼 |
| Old Port Advisors | 2,936 | $212.3 萬 | 0.42% | +58+2.0% | 加碼 |
| Viawealth, LLC | 2,936 | $212.3 萬 | 1.07% | −3−0.1% | 減碼 |
| Heartland Bank & Trust Co | 2,937 | $212.3 萬 | 0.44% | −120−3.9% | 減碼 |
| Corps Capital Advisors, LLC | 2,939 | $212.5 萬 | 1.71% | 00.0% | 不變 |
| NTV Asset Management LLC | 2,942 | $212.7 萬 | 0.21% | 00.0% | 不變 |
| Ticino Wealth | 2,950 | $213.3 萬 | 0.67% | −100−3.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,955 | $213.6 萬 | 0.59% | −10−0.3% | 減碼 |
| Thompson David Blair | 2,960 | $214.0 萬 | 1.07% | −1,545−34.3% | 減碼 |
| Valmark Advisers, Inc. | 2,960 | $214.0 萬 | 0.02% | −153−4.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 2,967 | $214.5 萬 | 0.14% | +139+4.9% | 加碼 |
| Independent Solutions Wealth Management, LLC | 2,979 | $215.4 萬 | 0.28% | +139+4.9% | 加碼 |
| Field & Main Bank | 2,980 | $215.5 萬 | 0.44% | −45−1.5% | 減碼 |
| Delphi Management Inc | 2,984 | $215.7 萬 | 2.11% | −577−16.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,987 | $216.0 萬 | 0.06% | +449+17.7% | 加碼 |
| Redmond Asset Management, LLC | 2,995 | $216.5 萬 | 0.54% | −98−3.2% | 減碼 |
| Boit C F David | 3,000 | $216.9 萬 | 0.91% | 00.0% | 不變 |
| Visionary Wealth Advisors | 3,001 | $217.0 萬 | 0.09% | −47−1.5% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 3,002 | $217.1 萬 | 1.13% | −3−0.1% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,005 | $217.3 萬 | 1.25% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 3,015 | $218.0 萬 | 0.10% | +129+4.5% | 加碼 |
| NBT Bank N A | 3,016 | $218.1 萬 | 0.14% | −25−0.8% | 減碼 |
| Chemung Canal Trust Co | 3,018 | $218.2 萬 | 0.40% | −2,067−40.6% | 減碼 |
| Guardian Investment Management | 3,020 | $218.4 萬 | 1.50% | −10−0.3% | 減碼 |
| Element Squared LLC | 3,028 | $218.9 萬 | 1.09% | −3,235−51.7% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,030 | $219.1 萬 | 0.13% | +798+35.8% | 加碼 |
| Abel Hall, LLC | 3,043 | $220.0 萬 | 0.38% | +42+1.4% | 加碼 |
| Capstone Capital Management Ltd | 3,064 | $221.5 萬 | 0.99% | +3,064 | 新進 |
| Prestige Wealth Management Group LLC | 3,074 | $222.3 萬 | 0.40% | +82+2.7% | 加碼 |
| Ar Asset Management Inc | 3,075 | $222.3 萬 | 0.41% | 00.0% | 不變 |
| Sym Financial Corp | 3,077 | $222.4 萬 | 0.18% | +113+3.8% | 加碼 |
| Seven Mile Advisory | 3,121 | $225.6 萬 | 1.52% | −297−8.7% | 減碼 |
| LVZ Advisors, Inc. | 3,144 | $227.3 萬 | 0.23% | −604−16.1% | 減碼 |
| Lincoln Capital Corp | 3,150 | $227.7 萬 | 0.74% | +237+8.1% | 加碼 |
| Mirador Capital Partners LP | 3,156 | $228.2 萬 | 0.28% | +87+2.8% | 加碼 |
| Foster Group, Inc. | 3,160 | $228.5 萬 | 0.06% | −197−5.9% | 減碼 |
| Camden Capital, LLC | 3,165 | $228.9 萬 | 0.11% | −288−8.3% | 減碼 |
| Monetary Management Group Inc | 3,170 | $229.2 萬 | 0.47% | +1,645+107.9% | 加碼 |
| Shepherd Financial Partners LLC | 3,198 | $231.2 萬 | 0.19% | +45+1.4% | 加碼 |
| SPWM Advisors LLC | 4,387 | $232.4 萬 | 2.15% | −1,799−29.1% | 減碼 |
| Clark Asset Management, LLC | 3,218 | $232.7 萬 | 0.18% | +159+5.2% | 加碼 |
| Versant Capital Management, Inc | 3,221 | $232.9 萬 | 0.21% | −215−6.3% | 減碼 |
| Generali Investments, Management Co LLC | 3,223 | $233.0 萬 | 0.51% | −2,592−44.6% | 減碼 |