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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 149,573 | $1.08 億 | 0.18% | −91,537−38.0% | 減碼 |
| Groupe la Francaise | 147,703 | $1.07 億 | 1.31% | −7,195−4.6% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 147,637 | $1.07 億 | 2.33% | +13,780+10.3% | 加碼 |
| Broad Run Investment Management, LLC | 147,512 | $1.07 億 | 16.41% | −808−0.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 146,720 | $1.06 億 | 7.24% | −2,813−1.9% | 減碼 |
| Artemis Investment Management LLP | 146,571 | $1.06 億 | 0.94% | −34,599−19.1% | 減碼 |
| Rokos Capital Management LLP | 146,184 | $1.06 億 | 1.33% | +11,091+8.2% | 加碼 |
| JustInvest LLC | 145,211 | $1.05 億 | 0.86% | +1,635+1.1% | 加碼 |
| Penserra Capital Management LLC | 144,291 | $1.04 億 | 0.80% | −13,154−8.4% | 減碼 |
| Bragg Financial Advisors, Inc | 143,808 | $1.04 億 | 2.78% | −5,158−3.5% | 減碼 |
| FIL Ltd | 141,640 | $1.02 億 | 0.07% | +9,463+7.2% | 加碼 |
| Talbot Financial, LLC | 140,818 | $1.02 億 | 7.49% | −354−0.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 140,817 | $1.02 億 | 0.88% | +12,368+9.6% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 140,466 | $1.02 億 | 1.44% | −1,987−1.4% | 減碼 |
| Norris Perne & French LLP | 139,995 | $1.01 億 | 4.32% | −38,726−21.7% | 減碼 |
| Wedge Capital Management L L P | 139,749 | $1.01 億 | 1.67% | −30,041−17.7% | 減碼 |
| NS Partners Ltd | 139,382 | $1.01 億 | 4.32% | +2,802+2.1% | 加碼 |
| Pathstone Holdings, LLC | 137,484 | $9,952 萬 | 0.29% | −2,465−1.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 136,887 | $9,897 萬 | 0.22% | −5,610−3.9% | 減碼 |
| Captrust Financial Advisors | 136,092 | $9,839 萬 | 0.15% | +33,990+33.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 135,469 | $9,794 萬 | 0.64% | −35,718−20.9% | 減碼 |
| Gotham Asset Management, LLC | 135,167 | $9,773 萬 | 0.23% | −25,467−15.9% | 減碼 |
| Macquarie Group Ltd | 134,944 | $9,756 萬 | 0.42% | +41,711+44.7% | 加碼 |
| Wealthfront Advisers LLC | 134,717 | $9,740 萬 | 0.19% | +4,135+3.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 134,482 | $9,723 萬 | 0.52% | −22,100−14.1% | 減碼 |
| Baird Financial Group, Inc. | 132,402 | $9,573 萬 | 0.13% | −1,774−1.3% | 減碼 |
| Gillespie Robinson & Grimm Inc | 131,067 | $9,476 萬 | 6.04% | −36,642−21.8% | 減碼 |
| Busey Wealth Management | 131,046 | $9,475 萬 | 2.30% | −41,563−24.1% | 減碼 |
| New York Life Investment Management LLC | 130,731 | $9,452 萬 | 0.66% | +3,709+2.9% | 加碼 |
| Vinva Investment Management Ltd | 135,003 | $9,378 萬 | 0.63% | +29,057+27.4% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 191,103 | $9,278 萬 | 1.80% | +164,167+609.5% | 加碼 |
| Jefferies Financial Group Inc. | 127,897 | $9,247 萬 | 0.85% | +291+0.2% | 加碼 |
| Ossiam | 127,423 | $9,213 萬 | 1.22% | −59,786−31.9% | 減碼 |
| Andra AP-fonden | 126,229 | $9,126 萬 | 1.05% | +32,340+34.4% | 加碼 |
| Blue Sparrow, LLC | 126,002 | $9,110 萬 | 0.88% | +85,810+213.5% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 125,930 | $9,105 萬 | 2.73% | −39,796−24.0% | 減碼 |
| Mediolanum International Funds Ltd | 129,428 | $8,991 萬 | 0.77% | +424+0.3% | 加碼 |
| NewEdge Wealth, LLC | 123,853 | $8,955 萬 | 0.90% | +7,609+6.5% | 加碼 |
| Pacer Advisors, Inc. | 123,658 | $8,941 萬 | 0.23% | +41,813+51.1% | 加碼 |
| Defiance ETFs, LLC | 137,176 | $8,929 萬 | 1.24% | −18,373−11.8% | 減碼 |
| Mission Wealth Management, LP | 123,042 | $8,896 萬 | 1.11% | +75,281+157.6% | 加碼 |
| Moore Capital Management, LP | 122,220 | $8,837 萬 | 2.01% | +23,427+23.7% | 加碼 |
| Sit Investment Associates Inc | 121,592 | $8,791 萬 | 1.66% | −3,265−2.6% | 減碼 |
| Utah Retirement Systems | 120,367 | $8,703 萬 | 0.83% | −8,611−6.7% | 減碼 |
| Trust Co of Vermont | 119,735 | $8,657 萬 | 3.23% | +119,735 | 新進 |
| Baker Avenue Asset Management, LP | 119,071 | $8,609 萬 | 1.64% | −884−0.7% | 減碼 |
| British Columbia Investment Management Corp | 118,923 | $8,598 萬 | 0.54% | +9,639+8.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 118,911 | $8,597 萬 | 0.64% | −3,139−2.6% | 減碼 |
| La Banque Postale Asset Management SA | 118,355 | $8,557 萬 | 0.86% | +65,846+125.4% | 加碼 |
| Empowered Funds, LLC | 117,109 | $8,467 萬 | 0.45% | −8,656−6.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 116,721 | $8,439 萬 | 0.58% | +2,522+2.2% | 加碼 |
| Keybank National Association | 116,250 | $8,405 萬 | 0.28% | +3,086+2.7% | 加碼 |
| Hamilton Capital Partners Inc. | 115,628 | $8,360 萬 | 2.43% | +820+0.7% | 加碼 |
| DJE Kapital AG | 112,342 | $8,308 萬 | 1.57% | −21,632−16.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 114,610 | $8,286 萬 | 0.56% | −7,860−6.4% | 減碼 |
| Ethic Inc. | 114,400 | $8,271 萬 | 1.03% | +6,083+5.6% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 114,103 | $8,250 萬 | 0.56% | +13,537+13.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 114,072 | $8,247 萬 | 0.25% | +63,483+125.5% | 加碼 |
| E Fund Management Co., Ltd. | 113,843 | $8,231 萬 | 1.85% | +60,951+115.2% | 加碼 |
| CapitalatWork S.A. | 112,875 | $8,161 萬 | 2.05% | −117,589−51.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 111,680 | $8,074 萬 | 1.62% | −53,973−32.6% | 減碼 |
| Cohen Capital Management, Inc. | 111,621 | $8,070 萬 | 10.97% | −360−0.3% | 減碼 |
| Kingsview Wealth Management, LLC | 111,588 | $8,068 萬 | 0.98% | +94,889+568.2% | 加碼 |
| Aristotle Atlantic Partners, LLC | 111,309 | $8,048 萬 | 3.34% | +14,333+14.8% | 加碼 |
| OP Asset Management Ltd | 110,481 | $7,988 萬 | 0.85% | +8,260+8.1% | 加碼 |
| Profund Advisors LLC | 110,290 | $7,974 萬 | 2.19% | +14,498+15.1% | 加碼 |
| Groupama Asset Managment | 114,347 | $7,958 萬 | 1.00% | +108,752+1,943.7% | 加碼 |
| Larson Financial Group LLC | 109,748 | $7,935 萬 | 2.09% | −5,978−5.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 109,577 | $7,922 萬 | 0.40% | −13,562−11.0% | 減碼 |
| Bristol Gate Capital Partners Inc. | 109,202 | $7,895 萬 | 5.50% | −116,627−51.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 109,153 | $7,892 萬 | 4.08% | −4,512−4.0% | 減碼 |
| TD Waterhouse Canada Inc. | 120,779 | $7,851 萬 | 0.21% | +17,980+17.5% | 加碼 |
| McGuire Investment Group, LLC | 108,139 | $7,818 萬 | 6.85% | −299−0.3% | 減碼 |
| Managed Asset Portfolios, LLC | 107,629 | $7,782 萬 | 8.89% | −693−0.6% | 減碼 |
| Ieq Capital, LLC | 107,507 | $7,773 萬 | 0.36% | +2,292+2.2% | 加碼 |
| CORDA Investment Management, LLC. | 107,018 | $7,737 萬 | 4.75% | −1,403−1.3% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 105,987 | $7,663 萬 | 3.39% | +8,073+8.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 105,000 | $7,592 萬 | 0.50% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 104,742 | $7,573 萬 | 0.19% | +104,742 | 新進 |
| Elo Mutual Pension Insurance Co | 104,620 | $7,564 萬 | 0.97% | +14,104+15.6% | 加碼 |
| Aureus Asset Management, LLC | 104,403 | $7,548 萬 | 4.59% | −65,022−38.4% | 減碼 |
| Davis Selected Advisers | 102,521 | $7,407 萬 | 0.32% | −1,094,581−91.4% | 減碼 |
| Shelton Capital Management | 102,149 | $7,385 萬 | 1.37% | +3,085+3.1% | 加碼 |
| Milford Funds Ltd | 102,084 | $7,381 萬 | 1.20% | +22,539+28.3% | 加碼 |
| Cardinal Capital Management, Inc. | 101,688 | $7,352 萬 | 1.78% | −85,994−45.8% | 減碼 |
| Lountzis Asset Management, LLC | 101,308 | $7,325 萬 | 23.17% | −17,705−14.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 101,268 | $7,322 萬 | 0.14% | +52,290+106.8% | 加碼 |
| Pinebridge Investments LLC | 100,567 | $7,271 萬 | 0.60% | +12,610+14.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 100,232 | $7,247 萬 | 0.25% | −1,828−1.8% | 減碼 |
| Hancock Whitney Corp | 99,944 | $7,226 萬 | 1.20% | −5,361−5.1% | 減碼 |
| ABN AMRO Bank N.V. | 99,652 | $7,186 萬 | 0.93% | +11,532+13.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 98,626 | $7,131 萬 | 2.36% | +15,895+19.2% | 加碼 |
| Maple Capital Management, Inc. | 98,094 | $7,092 萬 | 4.21% | −835−0.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 97,566 | $7,054 萬 | 0.76% | +6,660+7.3% | 加碼 |
| Cresset Asset Management, LLC | 96,887 | $7,005 萬 | 0.26% | +4,390+4.7% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 96,308 | $6,963 萬 | 1.25% | −400.0% | 減碼 |
| Midwest Trust Co | 95,762 | $6,924 萬 | 0.78% | −2,581−2.6% | 減碼 |
| Kestra Advisory Services, LLC | 94,682 | $6,846 萬 | 0.22% | −18,466−16.3% | 減碼 |
| iA Global Asset Management Inc. | 94,397 | $6,825 萬 | 0.81% | −9,729−9.3% | 減碼 |
| Blackstone Group Inc. | 94,247 | $6,814 萬 | 0.22% | −154,504−62.1% | 減碼 |