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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 54,146 | $3,915 萬 | 0.16% | +19,577+56.6% | 加碼 |
| Capital Investment Advisors, LLC | 54,270 | $3,924 萬 | 0.52% | +768+1.4% | 加碼 |
| Four Tree Island Advisory LLC | 54,300 | $3,926 萬 | 12.95% | −3,458−6.0% | 減碼 |
| Signature Estate & Investment Advisors LLC | 54,751 | $3,957 萬 | 0.71% | +1,403+2.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 54,921 | $3,971 萬 | 0.20% | +3,814+7.5% | 加碼 |
| Summit Partners Public Asset Management, LLC | 55,000 | $3,977 萬 | 1.03% | +55,000 | 新進 |
| Flputnam Investment Management Co | 55,311 | $3,999 萬 | 0.48% | +10,637+23.8% | 加碼 |
| Summit Financial, LLC | 55,314 | $3,999 萬 | 0.44% | +1,012+1.9% | 加碼 |
| Cambiar Investors LLC | 55,507 | $4,013 萬 | 1.74% | −92,551−62.5% | 減碼 |
| Engineers Gate Manager LP | 55,510 | $4,013 萬 | 0.52% | −31,299−36.1% | 減碼 |
| Saudi Central Bank | 55,553 | $4,016 萬 | 0.53% | +26,285+89.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 55,967 | $4,046 萬 | 0.13% | −2,772−4.7% | 減碼 |
| Covea Finance | 56,109 | $4,057 萬 | 1.28% | −15,591−21.7% | 減碼 |
| First Citizens Bank & Trust Co | 57,637 | $4,167 萬 | 0.62% | −26,028−31.1% | 減碼 |
| Freestone Capital Holdings, LLC | 57,713 | $4,173 萬 | 1.09% | −289−0.5% | 減碼 |
| Advisory Services Network, LLC | 57,726 | $4,174 萬 | 0.48% | −4,964−7.9% | 減碼 |
| Brookstone Capital Management | 57,769 | $4,177 萬 | 0.42% | −29,282−33.6% | 減碼 |
| Virtu Financial LLC | 58,503 | $4,230 萬 | 1.33% | +58,503 | 新進 |
| ProVise Management Group, LLC | 58,658 | $4,241 萬 | 2.84% | −917−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 58,680 | $4,243 萬 | 0.42% | +1,484+2.6% | 加碼 |
| Jacobs & Co | 58,701 | $4,244 萬 | 3.64% | −4,583−7.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 65,311 | $4,251 萬 | 0.07% | −1,197−1.8% | 減碼 |
| Laird Norton Trust Company, LLC | 58,978 | $4,264 萬 | 0.82% | +240.0% | 加碼 |
| Intech Investment Management LLC | 59,164 | $4,278 萬 | 0.39% | +20,964+54.9% | 加碼 |
| SummitTX Capital, L.P. | 59,729 | $4,318 萬 | 1.14% | −2,333−3.8% | 減碼 |
| Rheos Capital Works Inc. | 60,000 | $4,338 萬 | 2.47% | −40,000−40.0% | 減碼 |
| WoodTrust Financial Corp | 60,159 | $4,350 萬 | 5.17% | −5,664−8.6% | 減碼 |
| Holderness Investments Co | 60,522 | $4,376 萬 | 7.30% | −483−0.8% | 減碼 |
| Jamison Private Wealth Management, Inc. | 61,132 | $4,420 萬 | 4.58% | −434−0.7% | 減碼 |
| LMCG Investments, LLC | 61,133 | $4,420 萬 | 2.37% | −12,631−17.1% | 減碼 |
| Trillium Asset Management, LLC | 61,218 | $4,426 萬 | 1.36% | −53,583−46.7% | 減碼 |
| Callahan Advisors, LLC | 61,228 | $4,427 萬 | 3.34% | −5,887−8.8% | 減碼 |
| Trans-Canada Capital Inc. | 61,338 | $4,435 萬 | 2.46% | +61,338 | 新進 |
| Gulf International Bank (UK) Ltd | 61,689 | $4,460 萬 | 0.88% | +396+0.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 61,986 | $4,482 萬 | 4.55% | +58,630+1,747.0% | 加碼 |
| Mizuho Securities USA LLC | 62,131 | $4,492 萬 | 0.73% | +14,147+29.5% | 加碼 |
| Grimes & Company, Inc. | 62,818 | $4,542 萬 | 0.98% | −375−0.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 62,962 | $4,552 萬 | 0.22% | −24,026−27.6% | 減碼 |
| Merit Financial Group, LLC | 63,218 | $4,571 萬 | 0.28% | +23,962+61.0% | 加碼 |
| Aptus Capital Advisors, LLC | 63,899 | $4,620 萬 | 0.34% | 00.0% | 不變 |
| Commerce Bank | 64,337 | $4,652 萬 | 0.20% | +1,241+2.0% | 加碼 |
| E20 Capital Ltd | 64,978 | $4,698 萬 | 3.79% | +64,978 | 新進 |
| Senator Investment Group LP | 65,000 | $4,700 萬 | 1.72% | 00.0% | 不變 |
| Glenview Capital Management, LLC | 65,201 | $4,714 萬 | 0.94% | −132,008−66.9% | 減碼 |
| LVM Capital Management Ltd | 65,908 | $4,765 萬 | 3.99% | −4,508−6.4% | 減碼 |
| EP Wealth Advisors, LLC | 66,386 | $4,800 萬 | 0.18% | +7,650+13.0% | 加碼 |
| We Are One Seven, LLC | 66,913 | $4,838 萬 | 0.80% | +1,471+2.2% | 加碼 |
| Kempen Capital Management N.V. | 67,347 | $4,869 萬 | 0.37% | −109−0.2% | 減碼 |
| Fairview Capital Investment Management, LLC | 67,548 | $4,884 萬 | 2.58% | −4,725−6.5% | 減碼 |
| BNP Paribas | 68,524 | $4,908 萬 | 1.33% | −116,271−62.9% | 減碼 |
| Maytus Capital Management, LLC | 68,081 | $4,922 萬 | 7.74% | −31,794−31.8% | 減碼 |
| Capital Investment Counsel, Inc | 68,157 | $4,928 萬 | 5.30% | −1,138−1.6% | 減碼 |
| South Dakota Investment Council | 69,528 | $5,027 萬 | 0.86% | −11,505−14.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 69,591 | $5,031 萬 | 0.30% | −662,113−90.5% | 減碼 |
| BLI - Banque de Luxembourg Investments | 72,506 | $5,045 萬 | 1.78% | −14,236−16.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 70,096 | $5,068 萬 | 1.18% | +33,875+93.5% | 加碼 |
| Gabelli Funds LLC | 70,300 | $5,083 萬 | 0.32% | −2,000−2.8% | 減碼 |
| Harvest Portfolios Group Inc. | 70,301 | $5,083 萬 | 0.72% | −6,652−8.6% | 減碼 |
| Sava Infond d.o.o. | 70,530 | $5,099 萬 | 3.62% | +31,065+78.7% | 加碼 |
| Cantor Fitzgerald, L. P. | 70,550 | $5,101 萬 | 0.98% | +70,550 | 新進 |
| Prospera Financial Services Inc | 70,875 | $5,126 萬 | 0.74% | −1,078−1.5% | 減碼 |
| Prudential PLC | 71,431 | $5,164 萬 | 0.37% | +4,637+6.9% | 加碼 |
| Bokf, NA | 71,988 | $5,205 萬 | 0.72% | −160−0.2% | 減碼 |
| Renaissance Group LLC | 72,843 | $5,267 萬 | 2.14% | −36,774−33.5% | 減碼 |
| Brinker Capital Investments, LLC | 74,515 | $5,387 萬 | 0.41% | +13,338+21.8% | 加碼 |
| Generali Asset Management SPA SGR | 74,898 | $5,415 萬 | 0.98% | +3,335+4.7% | 加碼 |
| Calamos Wealth Management LLC | 74,919 | $5,417 萬 | 1.65% | +5,400+7.8% | 加碼 |
| LGT Group Foundation | 74,974 | $5,421 萬 | 0.61% | −8,865−10.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,567 | $5,463 萬 | 1.88% | −640−0.8% | 減碼 |
| Investment Management Corp of Ontario | 75,569 | $5,464 萬 | 0.69% | −6,080−7.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 76,903 | $5,560 萬 | 2.06% | +76,903 | 新進 |
| Eastern Bank | 76,969 | $5,565 萬 | 0.85% | −4,085−5.0% | 減碼 |
| Stanley Capital Management, LLC | 77,800 | $5,625 萬 | 7.46% | −21,000−21.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 78,035 | $5,642 萬 | 0.61% | +78,035 | 新進 |
| Hemenway Trust Co LLC | 78,041 | $5,642 萬 | 3.94% | +1,119+1.5% | 加碼 |
| CCM Investment Advisers LLC | 78,360 | $5,665 萬 | 4.38% | −6,172−7.3% | 減碼 |
| Zevenbergen Capital Investments LLC | 78,800 | $5,697 萬 | 1.30% | 00.0% | 不變 |
| Avanza Fonder AB | 78,803 | $5,697 萬 | 1.24% | +348+0.4% | 加碼 |
| Yousif Capital Management, LLC | 79,018 | $5,713 萬 | 0.64% | −7,175−8.3% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 79,032 | $5,714 萬 | 1.29% | −259,133−76.6% | 減碼 |
| Norinchukin Bank, The | 79,045 | $5,715 萬 | 0.56% | +1,227+1.6% | 加碼 |
| Carmel Capital Management L.L.C. | 79,258 | $5,730 萬 | 12.56% | −9,590−10.8% | 減碼 |
| TIAA Wealth Investment Management LLC | 79,774 | $5,766 萬 | 0.39% | −6,143−7.1% | 減碼 |
| Blair William & Co | 79,958 | $5,781 萬 | 0.15% | +762+1.0% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 80,175 | $5,797 萬 | 0.93% | +1,269+1.6% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,404 | $5,813 萬 | 3.18% | −4,333−5.1% | 減碼 |
| Osterweis Capital Management Inc | 81,318 | $5,879 萬 | 2.77% | −60,814−42.8% | 減碼 |
| Omers Administration Corp | 81,819 | $5,916 萬 | 0.35% | +9,822+13.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 82,648 | $5,975 萬 | 1.05% | −100−0.1% | 減碼 |
| Exchange Traded Concepts, LLC | 82,740 | $5,982 萬 | 0.30% | +38,307+86.2% | 加碼 |
| Allstate Corp | 83,122 | $6,010 萬 | 0.60% | +1,282+1.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 83,302 | $6,023 萬 | 0.16% | +396+0.5% | 加碼 |
| Alta Park Capital, LP | 83,541 | $6,040 萬 | 5.60% | −17,969−17.7% | 減碼 |
| Applied Finance Capital Management, LLC | 83,758 | $6,055 萬 | 4.51% | −45,385−35.1% | 減碼 |
| Vident Advisory, LLC | 83,854 | $6,063 萬 | 0.45% | +15,891+23.4% | 加碼 |
| Steel Peak Wealth Management LLC | 84,338 | $6,098 萬 | 1.60% | −15,904−15.9% | 減碼 |
| Mutual of America Capital Management LLC | 85,201 | $6,160 萬 | 0.60% | −2,705−3.1% | 減碼 |
| First Nebraska Trust Co | 86,058 | $6,222 萬 | 5.03% | −216−0.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 86,486 | $6,253 萬 | 2.32% | −14,402−14.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 86,568 | $6,259 萬 | 0.33% | −120,812−58.3% | 減碼 |