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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 852,219 | $6.16 億 | 2.39% | −16,945−1.9% | 減碼 |
| Aviva PLC | 850,706 | $6.15 億 | 0.91% | +136,397+19.1% | 加碼 |
| New York State Common Retirement Fund | 847,919 | $6.13 億 | 0.77% | −56,173−6.2% | 減碼 |
| AQR Capital Management LLC | 818,832 | $5.92 億 | 0.21% | +328,215+66.9% | 加碼 |
| Fifth Third Bancorp | 753,434 | $5.45 億 | 0.88% | +111,606+17.4% | 加碼 |
| ING Groep NV | 752,018 | $5.44 億 | 2.66% | +484,081+180.7% | 加碼 |
| Standard Life Aberdeen plc | 748,775 | $5.41 億 | 0.76% | +6,576+0.9% | 加碼 |
| Credit Agricole S A | 735,946 | $5.32 億 | 1.35% | −147,304−16.7% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 735,500 | $5.32 億 | 2.24% | −139,900−16.0% | 減碼 |
| Mackenzie Financial Corp | 713,175 | $5.16 億 | 0.52% | +71,162+11.1% | 加碼 |
| Stifel Financial Corp | 688,877 | $4.98 億 | 0.41% | −25,980−3.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 682,788 | $4.94 億 | 0.82% | −13,977−2.0% | 減碼 |
| LSV Asset Management | 677,323 | $4.90 億 | 0.89% | −3,753−0.6% | 減碼 |
| Creative Planning | 667,761 | $4.83 億 | 0.28% | +33,123+5.2% | 加碼 |
| Brown Brothers Harriman & Co | 667,312 | $4.82 億 | 2.12% | −211,777−24.1% | 減碼 |
| Mariner, LLC | 649,877 | $4.70 億 | 0.49% | +147,780+29.4% | 加碼 |
| Schroder Investment Management Group | 644,987 | $4.48 億 | 0.32% | −1,510−0.2% | 減碼 |
| Susquehanna International Group, LLP | 619,519 | $4.48 億 | 0.40% | +211,742+51.9% | 加碼 |
| New York State Teachers Retirement System | 617,517 | $4.46 億 | 0.82% | −14,245−2.3% | 減碼 |
| APG Asset Management N.V. | 695,240 | $4.40 億 | 1.08% | +180,741+35.1% | 加碼 |
| NEOS Investment Management LLC | 605,023 | $4.37 億 | 1.61% | +54,923+10.0% | 加碼 |
| Point72 Asset Management, L.P. | 599,984 | $4.34 億 | 0.66% | −1,117,138−65.1% | 減碼 |
| Blue Whale Capital LLP | 599,538 | $4.33 億 | 13.75% | +599,538 | 新進 |
| The PNC Financial Services Group, Inc. | 599,348 | $4.33 億 | 0.21% | +31,744+5.6% | 加碼 |
| CIBC World Markets Inc. | 592,211 | $4.28 億 | 0.72% | +337,271+132.3% | 加碼 |
| Korea Investment CORP | 580,859 | $4.20 億 | 0.80% | −39,242−6.3% | 減碼 |
| Marshall Wace, LLP | 579,156 | $4.19 億 | 0.35% | −539,136−48.2% | 減碼 |
| National Bank of Canada | 575,240 | $4.16 億 | 0.36% | −593,231−50.8% | 減碼 |
| US Bancorp | 570,378 | $4.12 億 | 0.45% | +700+0.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 567,726 | $4.10 億 | 0.58% | −98,300−14.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 561,108 | $4.06 億 | 1.03% | +69,603+14.2% | 加碼 |
| Jericho Capital Asset Management L.P. | 553,927 | $4.00 億 | 3.31% | −350,428−38.7% | 減碼 |
| Abrams Bison Investments, LLC | 552,000 | $3.99 億 | 19.48% | −152,000−21.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 546,348 | $3.93 億 | 0.47% | −105,936−16.2% | 減碼 |
| Assenagon Asset Management S.A. | 532,010 | $3.85 億 | 0.50% | −1,183,232−69.0% | 減碼 |
| Jones Financial Companies LLLP | 611,771 | $3.85 億 | 0.15% | +146,353+31.4% | 加碼 |
| Egerton Capital (UK) LLP | 521,065 | $3.77 億 | 3.64% | +521,065 | 新進 |
| 1832 Asset Management L.P. | 518,623 | $3.75 億 | 0.46% | −288,465−35.7% | 減碼 |
| Lazard Asset Management LLC | 515,888 | $3.73 億 | 0.56% | −28,418−5.2% | 減碼 |
| Quantinno Capital Management LP | 514,748 | $3.72 億 | 0.45% | +42,782+9.1% | 加碼 |
| CIBC Bancorp USA Inc. | 513,288 | $3.71 億 | 0.46% | +251,399+96.0% | 加碼 |
| Storebrand Asset Management AS | 509,329 | $3.68 億 | 0.91% | −12,333−2.4% | 減碼 |
| SEI Investments Co | 505,531 | $3.66 億 | 0.32% | −149,360−22.8% | 減碼 |
| William Blair Investment Management, LLC | 497,946 | $3.60 億 | 1.08% | +463,006+1,325.1% | 加碼 |
| Danske Bank A/S | 497,094 | $3.59 億 | 0.72% | +5,902+1.2% | 加碼 |
| UniSuper Management Pty Ltd | 491,182 | $3.55 億 | 1.84% | +64,490+15.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 490,168 | $3.54 億 | 0.78% | +6,799+1.4% | 加碼 |
| Nissay Asset Management Corp | 472,454 | $3.42 億 | 1.44% | +22,096+4.9% | 加碼 |
| Retirement Systems of Alabama | 465,079 | $3.36 億 | 1.01% | −1,834−0.4% | 減碼 |
| Handelsbanken Fonder AB | 462,685 | $3.35 億 | 0.95% | +105,776+29.6% | 加碼 |
| Epoch Investment Partners, Inc. | 460,151 | $3.33 億 | 1.89% | −199,538−30.2% | 減碼 |
| Royal London Asset Management Ltd | 460,003 | $3.33 億 | 0.61% | −18,930−4.0% | 減碼 |
| Treasurer of the State of North Carolina | 458,159 | $3.31 億 | 0.85% | −48,540−9.6% | 減碼 |
| SEB Asset Management AB | 451,702 | $3.27 億 | 1.23% | −60,417−11.8% | 減碼 |
| Thrivent Financial for Lutherans | 449,455 | $3.25 億 | 0.55% | +351,070+356.8% | 加碼 |
| HighTower Advisors, LLC | 446,525 | $3.23 億 | 0.31% | −18,672−4.0% | 減碼 |
| Man Group plc | 445,289 | $3.22 億 | 0.59% | −93,525−17.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 445,286 | $3.22 億 | 1.62% | −370.0% | 減碼 |
| Fisher Asset Management, LLC | 440,384 | $3.18 億 | 0.09% | +18,329+4.3% | 加碼 |
| Rockefeller Capital Management L.P. | 439,457 | $3.18 億 | 0.49% | +3,054+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 433,796 | $3.14 億 | 0.17% | −20,874−4.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 700,511 | $3.13 億 | 0.52% | +405,497+137.5% | 加碼 |
| State of Wisconsin Investment Board | 423,289 | $3.06 億 | 0.62% | −7,170−1.7% | 減碼 |
| Abn Amro Investment Solutions | 418,651 | $3.03 億 | 2.62% | −19,741−4.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 418,601 | $3.03 億 | 2.40% | −7,408−1.7% | 減碼 |
| Guggenheim Capital LLC | 418,212 | $3.02 億 | 1.96% | +2,694+0.6% | 加碼 |
| Colony Group, LLC | 412,982 | $2.99 億 | 0.31% | −65,873−13.8% | 減碼 |
| Panagora Asset Management Inc | 410,126 | $2.97 億 | 0.91% | +178,215+76.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 406,013 | $2.94 億 | 0.73% | +10,405+2.6% | 加碼 |
| Castle Hook Partners LP | 401,956 | $2.91 億 | 3.11% | −118,625−22.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 396,944 | $2.87 億 | 0.18% | −612,674−60.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 394,679 | $2.85 億 | 0.74% | −17,893−4.3% | 減碼 |
| KLP Kapitalforvaltning AS | 391,701 | $2.83 億 | 0.91% | +27,560+7.6% | 加碼 |
| Ci Investments Inc. | 390,360 | $2.82 億 | 0.91% | +284,839+269.9% | 加碼 |
| CIBC Asset Management Inc | 385,950 | $2.79 億 | 0.61% | −1,804−0.5% | 減碼 |
| Assetmark, Inc | 383,415 | $2.77 億 | 0.48% | +12,934+3.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 376,698 | $2.72 億 | 1.30% | +43,840+13.2% | 加碼 |
| Nomura Asset Management International Inc. | 376,095 | $2.72 億 | 0.41% | −162,252−30.1% | 減碼 |
| Vontobel Holding Ltd. | 376,030 | $2.72 億 | 0.91% | −17,316−4.4% | 減碼 |
| GF Fund Management Co. Ltd. | 374,268 | $2.71 億 | 3.25% | +137,708+58.2% | 加碼 |
| WT Asset Management Ltd | 371,798 | $2.69 億 | 5.32% | +371,798 | 新進 |
| Asset Management One Co.,Ltd. | 370,282 | $2.68 億 | 0.69% | +30,441+9.0% | 加碼 |
| Holocene Advisors, LP | 369,894 | $2.67 億 | 0.61% | −330,781−47.2% | 減碼 |
| Lazard Freres Gestion S.A.S. | 363,875 | $2.63 億 | 4.56% | −80,156−18.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 816,742 | $2.63 億 | 0.44% | 00.0% | 不變 |
| Actiam N.V. | 362,421 | $2.62 億 | 2.02% | −19,886−5.2% | 減碼 |
| EdgePoint Investment Group Inc. | 360,862 | $2.61 億 | 1.97% | −616,900−63.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 351,313 | $2.54 億 | 1.62% | −53,687−13.3% | 減碼 |
| Jane Street Group, LLC | 348,550 | $2.52 億 | 0.16% | −843,728−70.8% | 減碼 |
| Teacher Retirement System of Texas | 342,976 | $2.48 億 | 0.67% | +35,672+11.6% | 加碼 |
| Capitolis Liquid Global Markets LLC | 335,830 | $2.43 億 | 1.06% | +194,482+137.6% | 加碼 |
| Glenmede Trust Co NA | 335,477 | $2.43 億 | 1.07% | −55,288−14.1% | 減碼 |
| Public Employees Retirement System of Ohio | 330,445 | $2.39 億 | 0.70% | −15,886−4.6% | 減碼 |
| Raiffeisen Bank International AG | 340,187 | $2.36 億 | 2.78% | −43,037−11.2% | 減碼 |
| Life Cycle Investment Partners Ltd | 326,412 | $2.36 億 | 1.10% | +13,549+4.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 324,124 | $2.34 億 | 0.45% | −75,650−18.9% | 減碼 |
| Capital Advisors Inc | 324,097 | $2.34 億 | 3.45% | −51,902−13.8% | 減碼 |
| Federated Hermes, Inc. | 320,894 | $2.32 億 | 0.33% | +226,465+239.8% | 加碼 |
| Millennium Management LLC | 319,450 | $2.31 億 | 0.16% | −569,457−64.1% | 減碼 |
| Systematic Alpha Investments, LLC | 317,598 | $2.30 億 | 6.17% | 00.0% | 不變 |