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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 303,872 | $2.20 億 | 0.53% | −7,327−2.4% | 減碼 |
| Calamos Advisors LLC | 303,395 | $2.19 億 | 0.80% | −3,695−1.2% | 減碼 |
| Tocqueville Asset Management L.P. | 302,050 | $2.18 億 | 2.89% | −34,047−10.1% | 減碼 |
| Truist Financial Corp | 301,109 | $2.18 億 | 0.26% | +6,580+2.2% | 加碼 |
| MUFG Securities EMEA plc | 300,731 | $2.17 億 | 2.28% | +7,744+2.6% | 加碼 |
| M&T Bank Corp | 294,579 | $2.13 億 | 0.62% | −749−0.3% | 減碼 |
| Bridgewater Associates, LP | 291,426 | $2.11 億 | 0.86% | −268,492−48.0% | 減碼 |
| Swiss Life Asset Management Ltd | 288,215 | $2.08 億 | 0.86% | −5,795−2.0% | 減碼 |
| Mercer Global Advisors Inc | 286,104 | $2.07 億 | 0.26% | +7,740+2.8% | 加碼 |
| STRS Ohio | 285,901 | $2.07 億 | 0.77% | −6,242−2.1% | 減碼 |
| State of Tennessee, Treasury Department | 284,484 | $2.06 億 | 0.61% | −22,867−7.4% | 減碼 |
| Anther Capital Ltd | 284,335 | $2.06 億 | 5.26% | −173,822−37.9% | 減碼 |
| Toronto Dominion Bank | 280,436 | $2.03 億 | 0.34% | −90,582−24.4% | 減碼 |
| CI Private Wealth, LLC | 280,199 | $2.03 億 | 0.28% | −40,469−12.6% | 減碼 |
| Nykredit A/S | 279,075 | $2.02 億 | 0.77% | +279,075 | 新進 |
| Tredje AP-fonden | 278,914 | $2.02 億 | 0.91% | +47,086+20.3% | 加碼 |
| Cetera Investment Advisers | 278,847 | $2.02 億 | 0.18% | −5,003−1.8% | 減碼 |
| Munro Partners | 278,565 | $2.01 億 | 4.58% | +278,565 | 新進 |
| Findlay Park Partners LLP | 277,860 | $2.01 億 | 2.71% | +121,060+77.2% | 加碼 |
| CBOE Vest Financial, LLC | 268,892 | $1.94 億 | 2.04% | −25,328−8.6% | 減碼 |
| Earnest Partners LLC | 266,853 | $1.93 億 | 0.70% | −12,718−4.5% | 減碼 |
| Eurizon Capital SGR S.p.A. | 264,778 | $1.91 億 | 0.51% | +4,082+1.6% | 加碼 |
| Qube Research & Technologies Ltd | 262,975 | $1.90 億 | 0.21% | −533,522−67.0% | 減碼 |
| Los Angeles Capital Management LLC | 262,354 | $1.90 億 | 0.70% | −119,092−31.2% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 261,950 | $1.89 億 | 1.93% | +261,950 | 新進 |
| Cerity Partners LLC | 260,363 | $1.88 億 | 0.23% | +23,703+10.0% | 加碼 |
| Commonwealth Equity Services, LLC | 260,004 | $1.88 億 | 0.24% | −7,837−2.9% | 減碼 |
| Manning & Napier Advisors LLC | 256,826 | $1.86 億 | 2.38% | −82,811−24.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 256,607 | $1.86 億 | 0.63% | −16,132−5.9% | 減碼 |
| Ofi Invest Asset Management | 292,173 | $1.85 億 | 1.85% | −45,156−13.4% | 減碼 |
| Dundas Partners LLP | 252,561 | $1.83 億 | 13.21% | −10,385−3.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 250,494 | $1.80 億 | 0.84% | −12,654−4.8% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 248,153 | $1.79 億 | 0.80% | −16,703−6.3% | 減碼 |
| Grandfield & Dodd, LLC | 248,027 | $1.79 億 | 9.40% | −20,318−7.6% | 減碼 |
| Advisor Group Holdings, Inc. | 246,766 | $1.78 億 | 0.21% | +8,936+3.8% | 加碼 |
| Daiwa Securities Group Inc. | 246,380 | $1.78 億 | 0.40% | +28,475+13.1% | 加碼 |
| Impax Asset Management Group plc | 242,832 | $1.76 億 | 1.14% | −16,770−6.5% | 減碼 |
| Crestwood Advisors Group LLC | 240,264 | $1.74 億 | 2.58% | −44,727−15.7% | 減碼 |
| Whittier Trust Co | 289,640 | $1.72 億 | 1.69% | −759−0.3% | 減碼 |
| AE Wealth Management LLC | 236,947 | $1.71 億 | 0.80% | +33,197+16.3% | 加碼 |
| Erste Asset Management GmbH | 247,188 | $1.69 億 | 1.32% | −19,215−7.2% | 減碼 |
| EFG International AG | 233,059 | $1.69 億 | 3.09% | −1,271−0.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 231,212 | $1.67 億 | 1.25% | −83,100−26.4% | 減碼 |
| Boston Trust Walden Corp | 231,137 | $1.67 億 | 1.27% | −53,466−18.8% | 減碼 |
| Beutel, Goodman & Co Ltd. | 231,052 | $1.67 億 | 1.23% | −213,714−48.1% | 減碼 |
| Xponance, Inc. | 229,388 | $1.66 億 | 1.02% | +58,150+34.0% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 229,095 | $1.66 億 | 0.74% | −290.0% | 減碼 |
| Czech National Bank | 225,892 | $1.63 億 | 0.89% | +9,726+4.5% | 加碼 |
| Nisa Investment Advisors, LLC | 224,996 | $1.63 億 | 0.51% | −27,119−10.8% | 減碼 |
| State of Michigan Retirement System | 223,051 | $1.61 億 | 0.71% | −32,004−12.5% | 減碼 |
| Arizona State Retirement System | 220,211 | $1.59 億 | 0.80% | +2,958+1.4% | 加碼 |
| Analog Century Management LP | 219,615 | $1.59 億 | 5.81% | −59,379−21.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 218,915 | $1.58 億 | 5.29% | −117,689−35.0% | 減碼 |
| QRG Capital Management, Inc. | 215,839 | $1.56 億 | 1.28% | +20,447+10.5% | 加碼 |
| Argent Capital Management LLC | 213,780 | $1.55 億 | 4.88% | −20,236−8.6% | 減碼 |
| MetLife Investment Management | 212,686 | $1.54 億 | 0.70% | +17,073+8.7% | 加碼 |
| Huntington National Bank | 211,092 | $1.53 億 | 0.74% | −5,658−2.6% | 減碼 |
| Woodline Partners LP | 208,863 | $1.51 億 | 0.47% | −357,338−63.1% | 減碼 |
| ASR Vermogensbeheer N.V. | 208,353 | $1.51 億 | 1.55% | −28,851−12.2% | 減碼 |
| Flossbach Von Storch AG | 206,808 | $1.50 億 | 0.68% | −189,309−47.8% | 減碼 |
| Peapack Gladstone Financial Corp | 206,404 | $1.49 億 | 1.72% | −23,161−10.1% | 減碼 |
| Westfield Capital Management Co LP | 205,592 | $1.49 億 | 0.49% | +204,656+21,865.0% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 205,377 | $1.48 億 | 2.19% | 00.0% | 不變 |
| Styrax Capital, LP | 200,000 | $1.45 億 | 9.53% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 199,874 | $1.45 億 | 2.54% | −14,274−6.7% | 減碼 |
| DnB Asset Management AS | 199,163 | $1.44 億 | 0.40% | −50,602−20.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 195,905 | $1.42 億 | 0.88% | +1,912+1.0% | 加碼 |
| MML Investors Services, LLC | 194,573 | $1.41 億 | 0.29% | +6,271+3.3% | 加碼 |
| Nomura Holdings Inc | 191,897 | $1.39 億 | 0.59% | +76,666+66.5% | 加碼 |
| Janney Montgomery Scott LLC | 190,753 | $1.38 億 | 0.27% | −33,159−14.8% | 減碼 |
| Cartenna Capital, LP | 190,000 | $1.37 億 | 5.08% | +190,000 | 新進 |
| Lido Advisors, LLC | 188,967 | $1.37 億 | 0.49% | −7,103−3.6% | 減碼 |
| Country Trust Bank | 187,934 | $1.36 億 | 2.38% | −52,010−21.7% | 減碼 |
| J. Safra Sarasin Holding AG | 201,443 | $1.35 億 | 1.94% | +14,953+8.0% | 加碼 |
| Banco Santander, S.A. | 185,274 | $1.34 億 | 0.83% | +130,598+238.9% | 加碼 |
| Ostrum Asset Management | 183,314 | $1.33 億 | 6.39% | −29,151−13.7% | 減碼 |
| IFM Investors Pty Ltd | 182,448 | $1.32 億 | 0.87% | +16,379+9.9% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 181,875 | $1.31 億 | 1.09% | +11,347+6.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 181,284 | $1.31 億 | 0.54% | +12,027+7.1% | 加碼 |
| Zacks Investment Management | 177,938 | $1.29 億 | 0.91% | +2,919+1.7% | 加碼 |
| Maj Invest Holding A/S | 176,751 | $1.28 億 | 5.81% | −241,845−57.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 175,287 | $1.27 億 | 0.62% | −9,605−5.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 173,675 | $1.26 億 | 1.11% | −27,830−13.8% | 減碼 |
| Zurich Insurance Group Ltd | 173,162 | $1.25 億 | 0.87% | +81,617+89.2% | 加碼 |
| Virginia Retirement Systems Et Al | 172,864 | $1.25 億 | 0.75% | +148,750+616.9% | 加碼 |
| Henshaw Capital LLC | 171,300 | $1.24 億 | 4.03% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 171,592 | $1.24 億 | 0.85% | −98−0.1% | 減碼 |
| Walleye Capital LLC | 167,815 | $1.21 億 | 0.58% | −107,771−39.1% | 減碼 |
| Balyasny Asset Management LLC | 166,354 | $1.20 億 | 0.22% | −616,992−78.8% | 減碼 |
| Jennison Associates LLC | 165,784 | $1.20 億 | 0.07% | −126,503−43.3% | 減碼 |
| TCW Group Inc | 165,174 | $1.19 億 | 0.80% | −2,822−1.7% | 減碼 |
| Clark Capital Management Group, Inc. | 164,557 | $1.19 億 | 0.65% | −96,575−37.0% | 減碼 |
| Employees Retirement System of Texas | 164,101 | $1.19 億 | 0.94% | +164,101 | 新進 |
| Public Sector Pension Investment Board | 163,970 | $1.19 億 | 0.31% | −298,164−64.5% | 減碼 |
| Amalgamated Bank | 163,810 | $1.18 億 | 0.82% | +4,140+2.6% | 加碼 |
| BCV Asset Management Inc. | 161,516 | $1.12 億 | 3.40% | −53,673−24.9% | 減碼 |
| GWM Advisors LLC | 154,918 | $1.12 億 | 0.33% | +3,232+2.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 185,724 | $1.09 億 | 2.81% | +21,000+12.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 150,414 | $1.09 億 | 0.51% | −20,890−12.2% | 減碼 |
| USS Investment Management Ltd | 150,041 | $1.09 億 | 0.43% | +9,157+6.5% | 加碼 |