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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 58,658 | $4,241 萬 | 2.84% | −917−1.5% | 減碼 |
| Virtu Financial LLC | 58,503 | $4,230 萬 | 1.33% | +58,503 | 新進 |
| Brookstone Capital Management | 57,769 | $4,177 萬 | 0.42% | −29,282−33.6% | 減碼 |
| Advisory Services Network, LLC | 57,726 | $4,174 萬 | 0.48% | −4,964−7.9% | 減碼 |
| Freestone Capital Holdings, LLC | 57,713 | $4,173 萬 | 1.09% | −289−0.5% | 減碼 |
| First Citizens Bank & Trust Co | 57,637 | $4,167 萬 | 0.62% | −26,028−31.1% | 減碼 |
| Covea Finance | 56,109 | $4,057 萬 | 1.28% | −15,591−21.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 55,967 | $4,046 萬 | 0.13% | −2,772−4.7% | 減碼 |
| Saudi Central Bank | 55,553 | $4,016 萬 | 0.53% | +26,285+89.8% | 加碼 |
| Engineers Gate Manager LP | 55,510 | $4,013 萬 | 0.52% | −31,299−36.1% | 減碼 |
| Cambiar Investors LLC | 55,507 | $4,013 萬 | 1.74% | −92,551−62.5% | 減碼 |
| Summit Financial, LLC | 55,314 | $3,999 萬 | 0.44% | +1,012+1.9% | 加碼 |
| Flputnam Investment Management Co | 55,311 | $3,999 萬 | 0.48% | +10,637+23.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 55,000 | $3,977 萬 | 1.03% | +55,000 | 新進 |
| Sequoia Financial Advisors, LLC | 54,921 | $3,971 萬 | 0.20% | +3,814+7.5% | 加碼 |
| Signature Estate & Investment Advisors LLC | 54,751 | $3,957 萬 | 0.71% | +1,403+2.6% | 加碼 |
| Four Tree Island Advisory LLC | 54,300 | $3,926 萬 | 12.95% | −3,458−6.0% | 減碼 |
| Capital Investment Advisors, LLC | 54,270 | $3,924 萬 | 0.52% | +768+1.4% | 加碼 |
| King Luther Capital Management Corp | 54,146 | $3,915 萬 | 0.16% | +19,577+56.6% | 加碼 |
| Zweig-DiMenna Associates LLC | 54,128 | $3,913 萬 | 3.55% | −11,172−17.1% | 減碼 |
| Nishkama Capital, LLC | 54,033 | $3,907 萬 | 4.41% | −29,906−35.6% | 減碼 |
| Greenwich Wealth Management LLC | 53,579 | $3,874 萬 | 1.41% | −130.0% | 減碼 |
| Glenview Trust Co | 52,980 | $3,830 萬 | 0.53% | +7,449+16.4% | 加碼 |
| Allworth Financial LP | 52,923 | $3,826 萬 | 0.16% | −5,402−9.3% | 減碼 |
| Jag Capital Management, LLC | 52,874 | $3,823 萬 | 3.59% | −16,387−23.7% | 減碼 |
| Rathbone Brothers plc | 52,782 | $3,816 萬 | 0.14% | −32,237−37.9% | 減碼 |
| TCG Advisory Services, LLC | 52,157 | $3,771 萬 | 0.69% | +3,307+6.8% | 加碼 |
| Colonial Trust Advisors | 52,125 | $3,769 萬 | 2.62% | −1,514−2.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 51,878 | $3,751 萬 | 1.27% | −4,215−7.5% | 減碼 |
| Talos Asset Management LP | 51,640 | $3,734 萬 | 5.48% | +51,640 | 新進 |
| Pinnacle Financial Partners, Inc. | 51,229 | $3,704 萬 | 0.25% | +3,074+6.4% | 加碼 |
| Smithbridge Asset Management Inc | 51,018 | $3,689 萬 | 5.03% | −3,847−7.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 50,817 | $3,674 萬 | 1.05% | −1,913−3.6% | 減碼 |
| Verition Fund Management LLC | 50,450 | $3,648 萬 | 0.26% | −3,161−5.9% | 減碼 |
| Banque Pictet & Cie SA | 50,506 | $3,637 萬 | 0.37% | −2,907−5.4% | 減碼 |
| Cantillon Capital Management LLC | 50,176 | $3,628 萬 | 5.45% | −1,471,667−96.7% | 減碼 |
| Kentucky Retirement Systems | 50,082 | $3,621 萬 | 0.90% | −49,337−49.6% | 減碼 |
| Marex Group plc | 49,498 | $3,579 萬 | 0.27% | −300,522−85.9% | 減碼 |
| SFMG, LLC | 49,474 | $3,577 萬 | 2.18% | −1,003−2.0% | 減碼 |
| Boston Common Asset Management, LLC | 49,204 | $3,557 萬 | 2.11% | +2,842+6.1% | 加碼 |
| Ascent Wealth Partners, LLC | 49,131 | $3,552 萬 | 3.55% | +98+0.2% | 加碼 |
| D.A. Davidson & Co. | 48,872 | $3,533 萬 | 0.20% | −10,369−17.5% | 減碼 |
| Global X Japan Co., Ltd. | 48,594 | $3,513 萬 | 1.29% | −30,913−38.9% | 減碼 |
| Private Advisor Group, LLC | 48,137 | $3,480 萬 | 0.16% | −315−0.7% | 減碼 |
| Matrix Asset Advisors Inc | 48,044 | $3,474 萬 | 2.82% | −10,489−17.9% | 減碼 |
| Soros Capital Management LLC | 47,750 | $3,452 萬 | 6.17% | +47,750 | 新進 |
| Vestcor Inc | 46,483 | $3,361 萬 | 0.83% | +8,411+22.1% | 加碼 |
| Moran Wealth Management, LLC | 46,459 | $3,359 萬 | 0.92% | −4,512−8.9% | 減碼 |
| Cullinan Associates Inc | 46,437 | $3,357 萬 | 2.54% | −5,024−9.8% | 減碼 |
| Taylor Hoffman Capital Management LLC | 46,341 | $3,350 萬 | 8.14% | +26+0.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 46,176 | $3,338 萬 | 0.57% | −3,463−7.0% | 減碼 |
| Oppenheimer & Co Inc | 45,900 | $3,319 萬 | 0.35% | −16,007−25.9% | 減碼 |
| Franklin Street Advisors Inc | 45,760 | $3,308 萬 | 1.85% | +43,140+1,646.6% | 加碼 |
| Bleakley Financial Group, LLC | 45,423 | $3,284 萬 | 0.42% | +2,315+5.4% | 加碼 |
| Anchor Capital Advisors LLC | 45,400 | $3,282 萬 | 0.92% | −19,916−30.5% | 減碼 |
| Bradley Foster & Sargent Inc | 44,756 | $3,236 萬 | 0.46% | −3,665−7.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 44,626 | $3,226 萬 | 0.42% | −4,442−9.1% | 減碼 |
| Hodges Capital Management Inc. | 44,597 | $3,224 萬 | 2.13% | +910+2.1% | 加碼 |
| Montag A & Associates Inc | 44,546 | $3,221 萬 | 1.36% | −3,126−6.6% | 減碼 |
| LMR Partners LLP | 44,064 | $3,186 萬 | 0.23% | −34,486−43.9% | 減碼 |
| Voleon Capital Management LP | 43,986 | $3,180 萬 | 0.58% | +41,586+1,732.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 43,874 | $3,172 萬 | 1.01% | −3,596−7.6% | 減碼 |
| Hartford Investment Management Co | 43,864 | $3,171 萬 | 0.90% | −1,363−3.0% | 減碼 |
| Kinetic Partners Management, LP | 43,700 | $3,160 萬 | 0.75% | −39,200−47.3% | 減碼 |
| Jupiter Asset Management Ltd | 43,618 | $3,154 萬 | 0.16% | −87,669−66.8% | 減碼 |
| Atria Investments LLC | 43,600 | $3,152 萬 | 0.32% | +3,117+7.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 43,605 | $3,152 萬 | 1.66% | −2,738−5.9% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 43,440 | $3,141 萬 | 3.34% | +43,440 | 新進 |
| Warren Averett Asset Management, LLC | 43,381 | $3,136 萬 | 0.18% | −4,075−8.6% | 減碼 |
| Capital International Inc | 43,319 | $3,132 萬 | 0.22% | +432+1.0% | 加碼 |
| American National Bank | 43,072 | $3,114 萬 | 2.66% | −737−1.7% | 減碼 |
| KCM Investment Advisors LLC | 42,903 | $3,102 萬 | 0.92% | −642−1.5% | 減碼 |
| Maryland State Retirement & Pension System | 42,680 | $3,086 萬 | 0.53% | +2,690+6.7% | 加碼 |
| F&V Capital Management, LLC | 42,185 | $3,050 萬 | 5.62% | −25,526−37.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 41,451 | $2,997 萬 | 0.73% | +1,467+3.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 41,061 | $2,969 萬 | 1.78% | +3,778+10.1% | 加碼 |
| Scotia Capital Inc. | 40,952 | $2,961 萬 | 0.11% | +4,022+10.9% | 加碼 |
| Sienna Gestion | 41,957 | $2,947 萬 | 1.73% | −16,898−28.7% | 減碼 |
| BSN Capital Partners Ltd | 50,000 | $2,945 萬 | 1.33% | +50,000 | 新進 |
| Fisher Funds Management LTD | 40,717 | $2,944 萬 | 0.84% | −40,346−49.8% | 減碼 |
| Clearstead Advisors, LLC | 40,185 | $2,905 萬 | 0.27% | +911+2.3% | 加碼 |
| William Allan, LLC | 40,181 | $2,905 萬 | 14.21% | −4,562−10.2% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 39,786 | $2,877 萬 | 1.09% | −463−1.2% | 減碼 |
| Suncoast Equity Management | 39,743 | $2,873 萬 | 3.60% | +39,743 | 新進 |
| First American Bank | 39,615 | $2,864 萬 | 1.60% | +332+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 39,486 | $2,855 萬 | 0.72% | +3,600+10.0% | 加碼 |
| Spire Wealth Management | 39,393 | $2,846 萬 | 0.86% | +914+2.4% | 加碼 |
| Meeder Asset Management Inc | 39,219 | $2,836 萬 | 1.45% | −1,216−3.0% | 減碼 |
| Benjamin Edwards Inc | 39,111 | $2,828 萬 | 0.26% | −1,432−3.5% | 減碼 |
| HB Wealth Management, LLC | 39,072 | $2,825 萬 | 0.16% | +2,228+6.0% | 加碼 |
| GDS Wealth Management | 39,014 | $2,821 萬 | 1.34% | +5,250+15.5% | 加碼 |
| SIH Partners, LLLP | 39,002 | $2,820 萬 | 1.18% | −5,217−11.8% | 減碼 |
| Beacon Investment Advisors LLC | 38,952 | $2,816 萬 | 8.84% | −29−0.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 38,765 | $2,802 萬 | 1.25% | −19,057−33.0% | 減碼 |
| Integrated Wealth Concepts LLC | 38,563 | $2,788 萬 | 0.18% | +1,091+2.9% | 加碼 |
| Sculptor Capital LP | 38,300 | $2,769 萬 | 0.29% | −259,500−87.1% | 減碼 |
| FourThought Financial Partners, LLC | 38,231 | $2,764 萬 | 2.13% | −2,754−6.7% | 減碼 |
| Burney Co | 38,070 | $2,752 萬 | 0.74% | −954−2.4% | 減碼 |
| GAM Holding AG | 37,829 | $2,735 萬 | 2.10% | −1,395−3.6% | 減碼 |
| Modera Wealth Management, LLC | 37,783 | $2,732 萬 | 0.29% | −1,545−3.9% | 減碼 |