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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 10,969 | $793.1 萬 | 0.08% | +1,664+17.9% | 加碼 |
| Howard Hughes Medical Institute | 10,984 | $794.1 萬 | 1.78% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 11,006 | $795.8 萬 | 1.87% | +23+0.2% | 加碼 |
| Mairs & Power Inc | 11,007 | $795.8 萬 | 0.07% | −320−2.8% | 減碼 |
| CV Advisors LLC | 11,026 | $797.2 萬 | 1.51% | +11,026 | 新進 |
| Convergence Investment Partners, LLC | 11,030 | $797.4 萬 | 0.76% | +9,940+911.9% | 加碼 |
| Ameritas Advisory Services, LLC | 11,032 | $797.6 萬 | 0.16% | +7,427+206.0% | 加碼 |
| Sphera Funds Management Ltd. | 11,040 | $798.2 萬 | 1.14% | +11,040 | 新進 |
| IHT Wealth Management, LLC | 11,073 | $800.6 萬 | 0.17% | −167−1.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,085 | $801.4 萬 | 0.48% | +590+5.6% | 加碼 |
| WealthShield Partners, LLC | 11,119 | $803.9 萬 | 1.23% | +2,995+36.9% | 加碼 |
| Twin Tree Management, LP | 11,241 | $812.7 萬 | 1.27% | +11,241 | 新進 |
| Sagespring Wealth Partners, LLC | 11,256 | $813.8 萬 | 0.13% | +346+3.2% | 加碼 |
| Journey Advisory Group, LLC | 11,263 | $814.3 萬 | 0.62% | +648+6.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 11,276 | $815.2 萬 | 1.10% | −124−1.1% | 減碼 |
| Schnieders Capital Management, LLC. | 11,289 | $816.2 萬 | 1.07% | −10.0% | 減碼 |
| Ascent Group, LLC | 11,311 | $817.8 萬 | 0.24% | −132−1.2% | 減碼 |
| Foundations Investment Advisors, LLC | 11,355 | $821.0 萬 | 0.08% | +128+1.1% | 加碼 |
| XTX Topco Ltd | 11,372 | $822.2 萬 | 0.11% | +6,749+146.0% | 加碼 |
| Quantbot Technologies LP | 11,373 | $822.3 萬 | 0.32% | +4,324+61.3% | 加碼 |
| Horizon Investment Services, LLC | 11,383 | $823.1 萬 | 2.29% | −183−1.6% | 減碼 |
| Wedmont Private Capital | 13,803 | $831.6 萬 | 0.23% | +397+3.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 11,552 | $835.2 萬 | 0.12% | +6,353+122.2% | 加碼 |
| GeoWealth Management, LLC | 11,638 | $841.4 萬 | 0.26% | −2,361−16.9% | 減碼 |
| Baader Bank INC | 11,643 | $841.8 萬 | 0.69% | −7,194−38.2% | 減碼 |
| Meridian Wealth Management, LLC | 11,645 | $842.0 萬 | 0.26% | +833+7.7% | 加碼 |
| Cary Street Partners Financial LLC | 11,654 | $842.6 萬 | 0.18% | −1,964−14.4% | 減碼 |
| Monument Capital Management | 11,713 | $846.8 萬 | 1.70% | +372+3.3% | 加碼 |
| Nilsine Partners, LLC | 11,751 | $849.6 萬 | 0.59% | +353+3.1% | 加碼 |
| Roundview Capital LLC | 11,751 | $849.6 萬 | 0.46% | +1,199+11.4% | 加碼 |
| Dynasty Wealth Management, LLC | 11,831 | $855.4 萬 | 0.06% | −206−1.7% | 減碼 |
| Occidental Asset Management, LLC | 11,846 | $856.4 萬 | 0.85% | +11,035+1,360.7% | 加碼 |
| Beech Hill Advisors, Inc. | 11,855 | $857.1 萬 | 3.79% | −693−5.5% | 減碼 |
| Western Financial Corp | 11,908 | $860.9 萬 | 2.52% | +210+1.8% | 加碼 |
| Spirit of America Management Corp | 11,920 | $861.8 萬 | 1.62% | 00.0% | 不變 |
| Concord Asset Management, LLC | 11,939 | $863.2 萬 | 1.34% | −1,397−10.5% | 減碼 |
| Stance Capital LLC | 11,993 | $867.1 萬 | 2.64% | +7,958+197.2% | 加碼 |
| Texas Bank & Trust Co | 12,036 | $870.2 萬 | 2.85% | +476+4.1% | 加碼 |
| Dara Capital US, Inc. | 12,040 | $870.5 萬 | 6.00% | +2,818+30.6% | 加碼 |
| Sigma Planning Corp | 12,058 | $871.8 萬 | 0.22% | −1,823−13.1% | 減碼 |
| Equitable Holdings, Inc. | 12,075 | $873.1 萬 | 0.05% | −1,023−7.8% | 減碼 |
| Legal Advantage Investments, Inc. | 12,081 | $873.5 萬 | 3.06% | 00.0% | 不變 |
| Genus Capital Management Inc. | 12,100 | $874.8 萬 | 0.86% | +12,100 | 新進 |
| Valley National Advisers Inc | 12,120 | $876.3 萬 | 0.97% | −273−2.2% | 減碼 |
| NVWM, LLC | 12,192 | $881.4 萬 | 1.78% | −3,109−20.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,250 | $885.7 萬 | 2.69% | −885−6.7% | 減碼 |
| Ronald Blue Trust, Inc. | 12,251 | $885.8 萬 | 0.09% | −11−0.1% | 減碼 |
| Moors & Cabot, Inc. | 12,265 | $886.8 萬 | 0.34% | −2,175−15.1% | 減碼 |
| Kornitzer Capital Management Inc | 12,322 | $890.9 萬 | 0.19% | +3,269+36.1% | 加碼 |
| Brasada Capital Management, LP | 12,327 | $891.2 萬 | 1.61% | +9,827+393.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 12,371 | $894.4 萬 | 0.72% | +216+1.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 12,400 | $896.5 萬 | 0.16% | −8,714−41.3% | 減碼 |
| Elefante Mark B | 12,473 | $901.8 萬 | 3.88% | +269+2.2% | 加碼 |
| Florida Financial Advisors, LLC | 12,484 | $902.7 萬 | 1.53% | +8,047+181.4% | 加碼 |
| XML Financial, LLC | 12,508 | $904.3 萬 | 0.66% | −1,491−10.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,527 | $905.7 萬 | 1.11% | −350−2.7% | 減碼 |
| Venturi Wealth Management, LLC | 12,535 | $906.3 萬 | 0.35% | −1,358−9.8% | 減碼 |
| Quest Investment Management LLC | 12,541 | $906.7 萬 | 1.06% | −1,471−10.5% | 減碼 |
| Silver Lake Advisory, LLC | 12,550 | $907.4 萬 | 3.24% | −4,164−24.9% | 減碼 |
| JT Stratford LLC | 12,636 | $913.6 萬 | 1.00% | +5,320+72.7% | 加碼 |
| CWA Asset Management Group, LLC | 12,639 | $913.8 萬 | 0.28% | +1,403+12.5% | 加碼 |
| Concord Wealth Partners | 12,645 | $914.3 萬 | 1.05% | −1,158−8.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,659 | $915.2 萬 | 0.17% | −1,548−10.9% | 減碼 |
| Wedbush Securities Inc | 12,696 | $917.9 萬 | 0.24% | +2,004+18.7% | 加碼 |
| Hillsdale Investment Management Inc. | 12,730 | $920.4 萬 | 0.21% | −2,270−15.1% | 減碼 |
| Harfst & Associates, Inc. | 12,803 | $925.7 萬 | 1.44% | −1,408−9.9% | 減碼 |
| 180 Wealth Advisors, LLC | 12,808 | $926.0 萬 | 0.93% | −260−2.0% | 減碼 |
| Talon Private Wealth, LLC | 12,895 | $932.3 萬 | 1.09% | −3,522−21.5% | 減碼 |
| Atomi Financial Group, Inc. | 12,906 | $933.1 萬 | 0.24% | +709+5.8% | 加碼 |
| LaFleur & Godfrey LLC | 12,954 | $936.6 萬 | 1.11% | −2,108−14.0% | 減碼 |
| Caxton Associates LLP | 12,959 | $936.9 萬 | 0.18% | +7,697+146.3% | 加碼 |
| Atlas Capital Advisors LLC | 12,986 | $938.9 萬 | 1.03% | +445+3.5% | 加碼 |
| Dempze Nancy E | 13,062 | $944.4 萬 | 4.52% | +454+3.6% | 加碼 |
| Conning Inc. | 13,183 | $953.1 萬 | 0.29% | −3,578−21.3% | 減碼 |
| Hudson Canyon Capital Management | 13,203 | $954.6 萬 | 5.11% | −447−3.3% | 減碼 |
| Snowden Capital Advisors LLC | 13,205 | $954.7 萬 | 0.23% | +395+3.1% | 加碼 |
| Norden Group LLC | 13,210 | $955.1 萬 | 0.78% | −330−2.4% | 減碼 |
| Live Oak Private Wealth LLC | 13,218 | $955.7 萬 | 1.19% | −1,061−7.4% | 減碼 |
| Professional Advisory Services Inc | 13,230 | $956.5 萬 | 1.14% | −6,661−33.5% | 減碼 |
| AustralianSuper Pty Ltd | 13,237 | $957.0 萬 | 0.04% | 00.0% | 不變 |
| Saranac Partners Ltd | 13,348 | $959.5 萬 | 3.08% | −2,257−14.5% | 減碼 |
| Kestra Investment Management, LLC | 13,273 | $959.6 萬 | 0.19% | +7,310+122.6% | 加碼 |
| Fragasso Group Inc. | 13,343 | $964.7 萬 | 0.52% | +261+2.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 13,361 | $966.0 萬 | 0.46% | +7,946+146.7% | 加碼 |
| St Germain D J Co Inc | 13,376 | $967.1 萬 | 0.35% | −3,505−20.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,459 | $973.1 萬 | 0.42% | +1,464+12.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 13,482 | $974.7 萬 | 1.48% | −13,620−50.3% | 減碼 |
| JNBA Financial Advisors | 13,519 | $977.4 萬 | 0.74% | −214−1.6% | 減碼 |
| Advanced Asset Management Advisors Inc | 13,555 | $980.0 萬 | 2.58% | −18,745−58.0% | 減碼 |
| Change Path, LLC | 13,579 | $981.7 萬 | 0.21% | −4,439−24.6% | 減碼 |
| Savvy Advisors, Inc. | 13,630 | $985.5 萬 | 0.21% | +4,326+46.5% | 加碼 |
| Frec Markets, Inc. | 13,677 | $988.8 萬 | 0.89% | +2,996+28.0% | 加碼 |
| Caldwell Trust Co | 13,692 | $989.9 萬 | 0.80% | −308−2.2% | 減碼 |
| Brighton Jones LLC | 13,705 | $990.8 萬 | 0.18% | −1,845−11.9% | 減碼 |
| English Capital Management LLC | 13,719 | $991.9 萬 | 4.84% | −6,701−32.8% | 減碼 |
| Outfitter Financial LLC | 13,742 | $993.5 萬 | 6.97% | −823−5.7% | 減碼 |
| Johnson Financial Group, Inc. | 13,749 | $994.1 萬 | 0.33% | −754−5.2% | 減碼 |
| Syon Capital LLC | 13,754 | $994.4 萬 | 0.43% | −55−0.4% | 減碼 |
| Azzad Asset Management Inc | 13,791 | $997.1 萬 | 0.88% | −58−0.4% | 減碼 |
| Insight Inv LLC | 13,858 | $1,002 萬 | 4.72% | −405−2.8% | 減碼 |