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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 13,872 | $1,003 萬 | 1.65% | −3,044−18.0% | 減碼 |
| Picton Mahoney Asset Management | 13,908 | $1,006 萬 | 0.09% | +12,751+1,102.1% | 加碼 |
| CFM Wealth Partners LLC | 13,989 | $1,011 萬 | 1.29% | −609−4.2% | 減碼 |
| Sycomore Asset Management | 22,252 | $1,012 萬 | 1.09% | 00.0% | 不變 |
| Artemis Wealth Advisors, LLC | 14,000 | $1,012 萬 | 1.21% | +1,000+7.7% | 加碼 |
| BlueCrest Capital Management Ltd | 14,000 | $1,012 萬 | 0.43% | +14,000 | 新進 |
| Guinness Atkinson Asset Management Inc | 14,038 | $1,015 萬 | 4.55% | −3,691−20.8% | 減碼 |
| Green Alpha Advisors, LLC | 14,049 | $1,016 萬 | 6.81% | −398−2.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,094 | $1,019 萬 | 0.46% | +10,161+258.4% | 加碼 |
| Meiji Yasuda America Inc | 14,124 | $1,021 萬 | 1.71% | +3,159+28.8% | 加碼 |
| Alaethes Wealth LLC | 14,151 | $1,023 萬 | 2.98% | −216−1.5% | 減碼 |
| Truvestments Capital LLC | 14,183 | $1,025 萬 | 1.52% | +160+1.1% | 加碼 |
| Ritholtz Wealth Management | 14,184 | $1,025 萬 | 0.15% | −22−0.2% | 減碼 |
| Ariose Capital Management Ltd | 14,200 | $1,027 萬 | 4.38% | +14,200 | 新進 |
| Guardian Partners Inc. | 14,269 | $1,032 萬 | 0.93% | −769−5.1% | 減碼 |
| Ardmore Road Asset Management LP | 14,300 | $1,034 萬 | 0.61% | −80,700−84.9% | 減碼 |
| Asset One Wealth Management LLC | 17,915 | $1,038 萬 | 1.10% | −547−3.0% | 減碼 |
| Notis-McConarty Edward | 14,374 | $1,039 萬 | 4.49% | +145+1.0% | 加碼 |
| Chatham Capital Group, Inc. | 14,460 | $1,045 萬 | 1.34% | −320−2.2% | 減碼 |
| Shoker Investment Counsel, Inc. | 14,488 | $1,048 萬 | 2.63% | +240+1.7% | 加碼 |
| IFP Advisors, Inc | 14,578 | $1,054 萬 | 0.19% | +2,957+25.4% | 加碼 |
| SBI Securities Co., Ltd. | 14,614 | $1,057 萬 | 0.24% | +2,209+17.8% | 加碼 |
| RBA Wealth Management, LLC | 14,647 | $1,059 萬 | 3.89% | −12,299−45.6% | 減碼 |
| Denali Advisors LLC | 14,650 | $1,059 萬 | 1.07% | +10,101+222.0% | 加碼 |
| Arete Wealth Advisors, LLC | 14,831 | $1,072 萬 | 0.71% | +14,831 | 新進 |
| Central Trust Co | 14,834 | $1,072 萬 | 0.19% | +722+5.1% | 加碼 |
| Himension Fund | 14,922 | $1,079 萬 | 0.66% | −2,530−14.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 14,999 | $1,084 萬 | 0.23% | +2,316+18.3% | 加碼 |
| 3G Capital Partners LP | 15,000 | $1,085 萬 | 2.91% | −20,000−57.1% | 減碼 |
| KP Management LLC | 15,000 | $1,085 萬 | 2.27% | +5,000+50.0% | 加碼 |
| Delaney Dennis R | 15,011 | $1,085 萬 | 3.46% | +425+2.9% | 加碼 |
| Intrust Bank NA | 15,028 | $1,087 萬 | 0.80% | −885−5.6% | 減碼 |
| Insigneo Advisory Services, LLC | 15,084 | $1,091 萬 | 0.41% | +12,012+391.0% | 加碼 |
| Annex Advisory Services, LLC | 15,145 | $1,095 萬 | 0.19% | −1,676−10.0% | 減碼 |
| Palisade Capital Management LLC | 15,301 | $1,106 萬 | 0.48% | −1,052−6.4% | 減碼 |
| Peak Asset Management, LLC | 15,352 | $1,110 萬 | 1.63% | +3,521+29.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 15,402 | $1,114 萬 | 0.11% | −133−0.9% | 減碼 |
| Aaron Wealth Advisors | 15,406 | $1,114 萬 | 0.57% | +36+0.2% | 加碼 |
| Shayne & Co., LLC | 15,409 | $1,114 萬 | 3.30% | −5,015−24.6% | 減碼 |
| Securian Asset Management, Inc | 21,046 | $1,115 萬 | 0.40% | −487−2.3% | 減碼 |
| Drucker Wealth 3.0, LLC | 15,600 | $1,128 萬 | 1.78% | −70.0% | 減碼 |
| Tandem Capital Management Corp | 15,601 | $1,128 萬 | 4.74% | −681−4.2% | 減碼 |
| Hilton Capital Management, LLC | 15,620 | $1,129 萬 | 0.77% | −2,236−12.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,644 | $1,131 萬 | 0.03% | −5,671−26.6% | 減碼 |
| Maxi Investments CY Ltd | 15,700 | $1,135 萬 | 2.30% | +15,700 | 新進 |
| Anchor Investment Management, LLC | 15,702 | $1,135 萬 | 0.85% | −69−0.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 15,770 | $1,140 萬 | 0.10% | −5,457−25.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 15,894 | $1,149 萬 | 0.14% | +46+0.3% | 加碼 |
| Level Four Advisory Services, LLC | 15,966 | $1,154 萬 | 0.33% | −374−2.3% | 減碼 |
| Concentric Capital Strategies, LP | 16,023 | $1,158 萬 | 0.71% | +10,809+207.3% | 加碼 |
| Wright Investors Service Inc | 16,070 | $1,162 萬 | 3.18% | +399+2.5% | 加碼 |
| Romano Brothers and Company | 16,099 | $1,164 萬 | 1.17% | −3,948−19.7% | 減碼 |
| Generate Investment Management Ltd | 16,275 | $1,177 萬 | 0.48% | −20,607−55.9% | 減碼 |
| Harbour Investments, Inc. | 16,286 | $1,177 萬 | 0.16% | −1,876−10.3% | 減碼 |
| Twin Capital Management Inc | 16,369 | $1,183 萬 | 1.29% | +7,145+77.5% | 加碼 |
| Geneva Partners, LLC | 16,410 | $1,186 萬 | 3.16% | +16,410 | 新進 |
| Cullen Capital Management LLC | 16,439 | $1,189 萬 | 0.12% | −2,429−12.9% | 減碼 |
| ARP Global Capital Ltd | 16,517 | $1,194 萬 | 5.25% | +16,517 | 新進 |
| Baker Chad R | 16,530 | $1,195 萬 | 1.93% | 00.0% | 不變 |
| Wealth High Governance Capital Ltda | 16,560 | $1,197 萬 | 3.58% | +16,560 | 新進 |
| IFG Advisory, LLC | 16,658 | $1,204 萬 | 0.42% | +16,527+12,616.0% | 加碼 |
| BCJ Capital Management, LLC | 16,711 | $1,208 萬 | 0.60% | −554−3.2% | 減碼 |
| Dakota Wealth Management | 16,729 | $1,209 萬 | 0.23% | −4,933−22.8% | 減碼 |
| Boston Private Wealth LLC | 16,760 | $1,212 萬 | 0.76% | −7,113−29.8% | 減碼 |
| BBR Partners, LLC | 16,782 | $1,213 萬 | 0.57% | −20.0% | 減碼 |
| Ballentine Partners, LLC | 16,797 | $1,214 萬 | 0.15% | +462+2.8% | 加碼 |
| Curat Global, LLC | 14,756 | $1,219 萬 | 10.30% | −2,100−12.5% | 減碼 |
| Jackson Square Capital, LLC | 16,863 | $1,219 萬 | 1.70% | +10,544+166.9% | 加碼 |
| Founders Capital Management | 16,913 | $1,223 萬 | 5.29% | +115+0.7% | 加碼 |
| Mather Group, LLC. | 16,923 | $1,224 萬 | 0.11% | −203−1.2% | 減碼 |
| Dorsey Wright & Associates | 16,951 | $1,226 萬 | 2.08% | +16,951 | 新進 |
| Capelight Capital Asset Management LP | 17,000 | $1,229 萬 | 6.12% | −3,000−15.0% | 減碼 |
| Twin Peaks Capital Ltd | 17,000 | $1,229 萬 | 8.48% | +17,000 | 新進 |
| Segall Bryant & Hamill, LLC | 17,016 | $1,230 萬 | 0.15% | +17,016 | 新進 |
| Processus Wealth & Capital Management, LLC | 17,044 | $1,232 萬 | 7.30% | −1,227−6.7% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 17,151 | $1,240 萬 | 1.07% | +3,538+26.0% | 加碼 |
| Marathon Wealth Advisors LLC | 17,172 | $1,242 萬 | 4.25% | −133−0.8% | 減碼 |
| SP Asset Management LLC | 17,191 | $1,243 萬 | 1.00% | −494−2.8% | 減碼 |
| Howe & Rusling Inc | 17,216 | $1,245 萬 | 0.72% | +115+0.7% | 加碼 |
| SevenBridge Financial Group, LLC | 23,115 | $1,246 萬 | 1.83% | −1,605−6.5% | 減碼 |
| Smartleaf Asset Management LLC | 18,020 | $1,252 萬 | 0.41% | 00.0% | 不變 |
| Pflug Koory, LLC | 17,343 | $1,254 萬 | 5.01% | −973−5.3% | 減碼 |
| SFE Investment Counsel | 17,438 | $1,261 萬 | 1.74% | −1,819−9.4% | 減碼 |
| Capital International Sarl | 17,459 | $1,262 萬 | 0.18% | −4,410−20.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 17,509 | $1,266 萬 | 0.75% | −12,101−40.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,551 | $1,269 萬 | 0.87% | −75−0.4% | 減碼 |
| Capital Asset Advisory Services LLC | 17,563 | $1,270 萬 | 0.46% | −224−1.3% | 減碼 |
| Left Brain Wealth Management, LLC | 17,735 | $1,282 萬 | 3.87% | +10,086+131.9% | 加碼 |
| Droms Strauss Advisors Inc | 17,820 | $1,288 萬 | 2.92% | 00.0% | 不變 |
| Cache Advisors, LLC | 17,867 | $1,292 萬 | 1.10% | +4,250+31.2% | 加碼 |
| BW Gestao de Investimentos Ltda. | 17,915 | $1,295 萬 | 0.31% | +17,915 | 新進 |
| Fruth Investment Management | 17,975 | $1,300 萬 | 3.09% | −350−1.9% | 減碼 |
| American Money Management, LLC | 17,987 | $1,300 萬 | 1.86% | +9,370+108.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 18,067 | $1,306 萬 | 1.16% | +177+1.0% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 18,086 | $1,308 萬 | 10.46% | −544−2.9% | 減碼 |
| WSFS Capital Management, LLC | 18,089 | $1,308 萬 | 0.57% | −362−2.0% | 減碼 |
| Red Spruce Capital, LLC | 18,124 | $1,310 萬 | 4.57% | −12,554−40.9% | 減碼 |
| Tema ETFs LLC | 18,181 | $1,314 萬 | 0.42% | +880+5.1% | 加碼 |
| Progressive Investment Management Corp | 18,317 | $1,324 萬 | 2.91% | −244−1.3% | 減碼 |
| Cambient Family Office, LLC | 18,326 | $1,325 萬 | 1.63% | +70+0.4% | 加碼 |