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 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
- 3,520
- 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 1,360 家減碼
另有 33 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 | 3,520 | $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 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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 25,553 | $1,847 萬 | 0.19% | −22,663−47.0% | 減碼 |
| Osmosis Investment Management UK Ltd | 25,676 | $1,856 萬 | 0.86% | −29,397−53.4% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,679 | $1,857 萬 | 11.13% | −11,321−30.6% | 減碼 |
| Hosking Partners LLP | 25,682 | $1,857 萬 | 0.62% | −5,720−18.2% | 減碼 |
| Trustco Bank Corp N Y | 25,711 | $1,859 萬 | 13.56% | +498+2.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 25,731 | $1,860 萬 | 0.21% | +374+1.5% | 加碼 |
| PKO Investment Management Joint-Stock Co | 26,000 | $1,880 萬 | 1.37% | +1,000+4.0% | 加碼 |
| Colonial Trust Co | 26,023 | $1,881 萬 | 2.38% | −1,038−3.8% | 減碼 |
| Plimoth Trust Co LLC | 26,073 | $1,885 萬 | 3.76% | −1,464−5.3% | 減碼 |
| CSM Advisors, LLC | 26,096 | $1,887 萬 | 0.40% | +26,096 | 新進 |
| RSM US Wealth Management LLC | 26,328 | $1,903 萬 | 0.21% | −562−2.1% | 減碼 |
| Coldstream Capital Management Inc | 26,349 | $1,905 萬 | 0.24% | −2,171−7.6% | 減碼 |
| Caisse des Depots Et Consignations | 26,413 | $1,910 萬 | 0.32% | +12,529+90.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 26,491 | $1,915 萬 | 0.82% | −2,806−9.6% | 減碼 |
| Ancora Advisors, LLC | 26,601 | $1,923 萬 | 0.37% | −7,001−20.8% | 減碼 |
| Bailard, Inc. | 26,857 | $1,942 萬 | 0.40% | −1,039−3.7% | 減碼 |
| Rench Wealth Management, Inc. | 26,943 | $1,948 萬 | 5.23% | −4,806−15.1% | 減碼 |
| Polar Capital Holdings Plc | 26,999 | $1,952 萬 | 0.06% | −9,569−26.2% | 減碼 |
| Triglav Skladi, D.O.O. | 27,111 | $1,960 萬 | 1.03% | +9,447+53.5% | 加碼 |
| Leelyn Smith, LLC | 27,114 | $1,960 萬 | 2.38% | −2,049−7.0% | 減碼 |
| Parallel Advisors, LLC | 27,226 | $1,968 萬 | 0.30% | +256+0.9% | 加碼 |
| Argonautica Private Wealth Management, Inc | 27,270 | $1,972 萬 | 4.81% | −612−2.2% | 減碼 |
| Ingalls & Snyder LLC | 27,274 | $1,972 萬 | 0.54% | −55−0.2% | 減碼 |
| Greenleaf Trust | 27,359 | $1,978 萬 | 0.19% | +441+1.6% | 加碼 |
| Arkadios Wealth Advisors | 27,411 | $1,982 萬 | 0.30% | +3,265+13.5% | 加碼 |
| Midway Capital Research & Management | 27,479 | $1,987 萬 | 15.79% | −1,566−5.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,556 | $1,992 萬 | 0.29% | +768+2.9% | 加碼 |
| Advisors Asset Management, Inc. | 27,589 | $1,995 萬 | 0.30% | +392+1.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 27,712 | $2,004 萬 | 1.13% | +3,768+15.7% | 加碼 |
| Eurizon SLJ Capital Ltd | 27,775 | $2,008 萬 | 7.41% | +26,872+2,975.9% | 加碼 |
| Spartan Wealth Advisory Services LLC | 27,805 | $2,010 萬 | 1.65% | +569+2.1% | 加碼 |
| Dnca Finance | 28,000 | $2,024 萬 | 0.98% | +19,000+211.1% | 加碼 |
| Two Sigma Securities, LLC | 28,021 | $2,026 萬 | 1.75% | +28,021 | 新進 |
| Sawgrass Asset Management LLC | 28,062 | $2,029 萬 | 2.68% | −4,821−14.7% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 28,062 | $2,029 萬 | 1.16% | +28,062 | 新進 |
| Canada Post Corp Registered Pension Plan | 28,124 | $2,033 萬 | 0.71% | +1,220+4.5% | 加碼 |
| Thames Capital Management LLC | 28,138 | $2,034 萬 | 1.67% | +28,138 | 新進 |
| Hartford Financial Management Inc. | 28,239 | $2,042 萬 | 4.56% | −3,843−12.0% | 減碼 |
| First Community Trust NA | 28,280 | $2,045 萬 | 9.23% | −561−1.9% | 減碼 |
| Liontrust Investment Partners LLP | 28,292 | $2,046 萬 | 0.30% | −69,229−71.0% | 減碼 |
| Fort Sheridan Advisors LLC | 28,403 | $2,054 萬 | 2.21% | −51−0.2% | 減碼 |
| Churchill Financial Advisors, LLC | 28,502 | $2,061 萬 | 3.97% | −40−0.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 28,595 | $2,063 萬 | 0.10% | −2,287−7.4% | 減碼 |
| Martingale Asset Management L P | 28,918 | $2,091 萬 | 0.50% | +24,801+602.4% | 加碼 |
| CTC LLC | 29,288 | $2,118 萬 | 1.24% | +29,288 | 新進 |
| Empirical Finance, LLC | 29,292 | $2,118 萬 | 0.88% | +877+3.1% | 加碼 |
| Axxcess Wealth Management, LLC | 29,325 | $2,120 萬 | 0.34% | +29,325 | 新進 |
| Tokio Marine Asset Management Co Ltd | 29,338 | $2,121 萬 | 0.66% | +465+1.6% | 加碼 |
| Kinneret Advisory, LLC | 29,355 | $2,122 萬 | 1.72% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 29,358 | $2,123 萬 | 0.58% | +2,343+8.7% | 加碼 |
| LGT Fund Management Co Ltd. | 29,366 | $2,123 萬 | 0.88% | −4,116−12.3% | 減碼 |
| ExodusPoint Capital Management, LP | 29,399 | $2,126 萬 | 0.20% | −57,622−66.2% | 減碼 |
| Summit Street Capital Management, LLC | 29,589 | $2,139 萬 | 3.00% | −29,615−50.0% | 減碼 |
| Boothbay Fund Management, LLC | 29,687 | $2,146 萬 | 0.41% | +14,000+89.2% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 29,721 | $2,149 萬 | 0.07% | −781−2.6% | 減碼 |
| Two Sigma Investments, LP | 29,763 | $2,152 萬 | 0.02% | −413,887−93.3% | 減碼 |
| Siemens Fonds Invest GmbH | 29,781 | $2,153 萬 | 1.06% | −427−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 29,846 | $2,158 萬 | 0.26% | +2,401+8.7% | 加碼 |
| Telemark Asset Management, LLC | 30,000 | $2,169 萬 | 1.57% | −10,000−25.0% | 減碼 |
| Blume Capital Management, Inc. | 30,091 | $2,176 萬 | 3.23% | −8,771−22.6% | 減碼 |
| Delta Financial Advisors LLC | 30,132 | $2,179 萬 | 5.17% | −1,088−3.5% | 減碼 |
| Gold Investment Management Ltd. | 30,195 | $2,183 萬 | 5.93% | −848−2.7% | 減碼 |
| Callan Family Office, LLC | 30,770 | $2,225 萬 | 0.43% | +2,377+8.4% | 加碼 |
| Genoa Capital Gestora de Recursos Ltda. | 30,949 | $2,238 萬 | 11.20% | +30,949 | 新進 |
| Argent Trust Co | 30,959 | $2,238 萬 | 0.65% | −5,958−16.1% | 減碼 |
| Miracle Mile Advisors, LLC | 31,078 | $2,247 萬 | 0.26% | +2,237+7.8% | 加碼 |
| Berkshire Capital Holdings Inc | 31,120 | $2,250 萬 | 4.87% | −1,350−4.2% | 減碼 |
| Willis Investment Counsel | 31,135 | $2,251 萬 | 1.07% | +4,686+17.7% | 加碼 |
| Great Lakes Advisors, LLC | 31,296 | $2,263 萬 | 0.17% | −6,663−17.6% | 減碼 |
| Vega Investment Solutions | 32,417 | $2,268 萬 | 3.22% | +32,417 | 新進 |
| Woodstock Corp | 31,408 | $2,271 萬 | 1.89% | −796−2.5% | 減碼 |
| IMC-Chicago, LLC | 31,530 | $2,280 萬 | 0.21% | +31,530 | 新進 |
| Insight Holdings Group, LLC | 31,595 | $2,284 萬 | 1.74% | −5,760−15.4% | 減碼 |
| Silvant Capital Management LLC | 31,699 | $2,292 萬 | 0.67% | +13,360+72.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 31,721 | $2,293 萬 | 0.64% | +2,672+9.2% | 加碼 |
| Carret Asset Management, LLC | 31,772 | $2,297 萬 | 2.01% | −1,521−4.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 31,818 | $2,300 萬 | 0.30% | +607+1.9% | 加碼 |
| Everence Capital Management Inc | 31,873 | $2,304 萬 | 1.21% | 00.0% | 不變 |
| Park Avenue Securities LLC | 32,142 | $2,324 萬 | 0.15% | +59+0.2% | 加碼 |
| Simplex Trading, LLC | 32,303 | $2,336 萬 | 0.61% | +20,546+174.8% | 加碼 |
| Farther Finance Advisors, LLC | 32,370 | $2,337 萬 | 0.18% | +2,736+9.2% | 加碼 |
| Hall Laurie J Trustee | 32,328 | $2,337 萬 | 7.27% | −805−2.4% | 減碼 |
| Citizens Financial Group Inc | 32,374 | $2,341 萬 | 0.28% | +1,242+4.0% | 加碼 |
| Citizens National Bank Trust Department | 32,440 | $2,345 萬 | 3.45% | −1,012−3.0% | 減碼 |
| SRS Capital Advisors, Inc. | 32,497 | $2,350 萬 | 0.16% | +22,594+228.2% | 加碼 |
| Metis Global Partners, LLC | 32,509 | $2,350 萬 | 0.53% | +3,002+10.2% | 加碼 |
| Cooper Creek Partners Management LLC | 32,739 | $2,367 萬 | 0.99% | −6,952−17.5% | 減碼 |
| WCG Wealth Advisors LLC | 32,744 | $2,367 萬 | 0.56% | −10,925−25.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 32,776 | $2,370 萬 | 0.52% | −6,358−16.2% | 減碼 |
| Davenport & Co LLC | 32,935 | $2,372 萬 | 0.12% | −3,261−9.0% | 減碼 |
| Ceredex Value Advisors LLC | 32,907 | $2,379 萬 | 0.67% | −35,864−52.1% | 減碼 |
| Savant Capital, LLC | 35,324 | $2,423 萬 | 0.07% | +10,199+40.6% | 加碼 |
| Ironvine Capital Partners, LLC | 33,703 | $2,437 萬 | 2.27% | −5,727−14.5% | 減碼 |
| Naples Global Advisors, LLC | 33,854 | $2,448 萬 | 1.51% | −1,469−4.2% | 減碼 |
| Isthmus Partners, LLC | 34,016 | $2,459 萬 | 2.38% | −11,559−25.4% | 減碼 |
| Stephens Inc | 33,829 | $2,460 萬 | 0.28% | −677−2.0% | 減碼 |
| Glassy Mountain Advisors, Inc. | 34,139 | $2,468 萬 | 6.75% | −4,254−11.1% | 減碼 |
| First Foundation Advisors | 34,278 | $2,478 萬 | 0.89% | −390−1.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 34,290 | $2,479 萬 | 0.50% | +8,270+31.8% | 加碼 |
| Compass Wealth Management LLC | 34,357 | $2,484 萬 | 4.70% | −3,795−9.9% | 減碼 |