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
2026 年第 3 季的資料還在陸續進來，目前 6 家機構申報持有 AMAT。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 7,021,201 | $50.8 億 | 0.83% | −1,578,438−18.4% | 減碼 |
| Bank of America Corp | 7,265,371 | $52.5 億 | 0.34% | +1,879,768+34.9% | 加碼 |
| Van Eck Associates Corp | 7,713,599 | $55.8 億 | 3.40% | +1,073,879+16.2% | 加碼 |
| Amundi | 7,808,207 | $56.5 億 | 1.36% | +1,246,876+19.0% | 加碼 |
| Northern Trust Corp | 8,867,150 | $64.1 億 | 0.75% | +78,798+0.9% | 加碼 |
| Goldman Sachs Group Inc | 8,904,389 | $64.4 億 | 0.68% | +1,042,661+13.3% | 加碼 |
| FMR LLC | 9,274,335 | $67.1 億 | 0.29% | +2,876,511+45.0% | 加碼 |
| UBS Asset Management Americas Inc | 9,412,435 | $68.1 億 | 1.24% | −584,773−5.8% | 減碼 |
| Norges Bank | 11,305,788 | $81.7 億 | 0.81% | +11,305,788 | 新進 |
| Price T Rowe Associates Inc | 12,627,555 | $91.3 億 | 0.91% | +6,564,630+108.3% | 加碼 |
| JPMorgan Chase & Co | 13,886,053 | $96.5 億 | 0.56% | +8,961,198+182.0% | 加碼 |
| Morgan Stanley | 13,523,832 | $97.8 億 | 0.52% | +1,679,951+14.2% | 加碼 |
| Vanguard Portfolio Management LLC | 18,553,307 | $134.1 億 | 0.60% | +1,291,611+7.5% | 加碼 |
| Geode Capital Management, LLC | 22,007,983 | $158.8 億 | 0.85% | +86,185+0.4% | 加碼 |
| Capital Research Global Investors | 22,159,097 | $160.2 億 | 2.23% | −7,296,327−24.8% | 減碼 |
| Invesco Ltd. | 28,265,844 | $204.4 億 | 1.62% | +1,900,254+7.2% | 加碼 |
| State Street Corp | 38,240,019 | $276.5 億 | 0.82% | +733,069+2.0% | 加碼 |
| Vanguard Capital Management LLC | 51,848,358 | $374.9 億 | 0.80% | +270,559+0.5% | 加碼 |
| BlackRock, Inc. | 80,212,518 | $579.9 億 | 0.86% | +1,237,685+1.6% | 加碼 |
| Union Bancaire Privee, UBP SA | 164,416 | – | – | +7,621+4.9% | 加碼 |
| XN LP | 0 | $0 | 0.00% | −483,240−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −344,523−100.0% | 清倉 |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −286,566−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −262,413−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −169,485−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −141,341−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −124,000−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −85,878−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −82,664−100.0% | 清倉 |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −63,705−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −56,483−100.0% | 清倉 |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −48,642−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −46,429−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −45,348−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,289−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −39,469−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −38,105−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −37,900−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −30,664−100.0% | 清倉 |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −30,163−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −29,974−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −37,534−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −28,212−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,169−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −23,522−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,925−100.0% | 清倉 |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −15,305−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −14,700−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,928−100.0% | 清倉 |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −12,349−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −11,571−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −11,278−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,005−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,733−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −7,823−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −7,273−100.0% | 清倉 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −7,054−100.0% | 清倉 |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −6,160−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −5,333−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,321−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −4,928−100.0% | 清倉 |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −4,643−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −4,483−100.0% | 清倉 |
| QVR LLC | 0 | $0 | 0.00% | −4,456−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −3,734−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,478−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,462−100.0% | 清倉 |
| Q3 Asset Management | 0 | $0 | 0.00% | −3,227−100.0% | 清倉 |
| Virtus Wealth Solutions LLC | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,084−100.0% | 清倉 |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,035−100.0% | 清倉 |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −2,637−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,543−100.0% | 清倉 |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −2,508−100.0% | 清倉 |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,150−100.0% | 清倉 |
| Stone Wealth Partners | 0 | $0 | 0.00% | −2,074−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,040−100.0% | 清倉 |
| Old National Bancorp | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| Fi3 FINANCIAL ADVISORS, LLC | 0 | $0 | 0.00% | −1,875−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,831−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,602−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −1,725−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,057−100.0% | 清倉 |
| Bedminster, LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,694−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −1,630−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −1,567−100.0% | 清倉 |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −1,512−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,462−100.0% | 清倉 |
| Future Fund LLC | 0 | $0 | 0.00% | −1,370−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −1,238−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,117−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,106−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,064−100.0% | 清倉 |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −957−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −916−100.0% | 清倉 |
| Invariant Investment Management | 0 | $0 | 0.00% | −782−100.0% | 清倉 |