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 |
|---|---|---|---|---|---|
| Triglav Skladi, D.O.O. | 27,111 | $1,960 萬 | 1.03% | +9,447+53.5% | 加碼 |
| Polar Capital Holdings Plc | 26,999 | $1,952 萬 | 0.06% | −9,569−26.2% | 減碼 |
| Rench Wealth Management, Inc. | 26,943 | $1,948 萬 | 5.23% | −4,806−15.1% | 減碼 |
| Bailard, Inc. | 26,857 | $1,942 萬 | 0.40% | −1,039−3.7% | 減碼 |
| Ancora Advisors, LLC | 26,601 | $1,923 萬 | 0.37% | −7,001−20.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 26,491 | $1,915 萬 | 0.82% | −2,806−9.6% | 減碼 |
| Caisse des Depots Et Consignations | 26,413 | $1,910 萬 | 0.32% | +12,529+90.2% | 加碼 |
| Coldstream Capital Management Inc | 26,349 | $1,905 萬 | 0.24% | −2,171−7.6% | 減碼 |
| RSM US Wealth Management LLC | 26,328 | $1,903 萬 | 0.21% | −562−2.1% | 減碼 |
| CSM Advisors, LLC | 26,096 | $1,887 萬 | 0.40% | +26,096 | 新進 |
| Plimoth Trust Co LLC | 26,073 | $1,885 萬 | 3.76% | −1,464−5.3% | 減碼 |
| Colonial Trust Co | 26,023 | $1,881 萬 | 2.38% | −1,038−3.8% | 減碼 |
| PKO Investment Management Joint-Stock Co | 26,000 | $1,880 萬 | 1.37% | +1,000+4.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 25,731 | $1,860 萬 | 0.21% | +374+1.5% | 加碼 |
| Trustco Bank Corp N Y | 25,711 | $1,859 萬 | 13.56% | +498+2.0% | 加碼 |
| Hosking Partners LLP | 25,682 | $1,857 萬 | 0.62% | −5,720−18.2% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,679 | $1,857 萬 | 11.13% | −11,321−30.6% | 減碼 |
| Osmosis Investment Management UK Ltd | 25,676 | $1,856 萬 | 0.86% | −29,397−53.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 25,553 | $1,847 萬 | 0.19% | −22,663−47.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 25,536 | $1,846 萬 | 0.12% | −6,878−21.2% | 減碼 |
| Peak Planning Group, LLC | 25,499 | $1,844 萬 | 4.16% | +131+0.5% | 加碼 |
| Global Retirement Partners, LLC | 25,488 | $1,843 萬 | 0.28% | +25,488 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 25,445 | $1,840 萬 | 0.22% | +47+0.2% | 加碼 |
| General American Investors Co Inc | 25,052 | $1,811 萬 | 1.10% | −16,600−39.9% | 減碼 |
| Puzo Michael J | 25,035 | $1,810 萬 | 4.67% | −542−2.1% | 減碼 |
| Proem Advisors LLC | 25,000 | $1,808 萬 | 3.71% | +25,000 | 新進 |
| Empire Life Investments Inc. | 24,947 | $1,804 萬 | 1.01% | +24,947 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 26,696 | $1,803 萬 | 0.43% | +15,911+147.5% | 加碼 |
| GAMMA Investing LLC | 24,813 | $1,794 萬 | 0.67% | +2,247+10.0% | 加碼 |
| CAPROCK Group, Inc. | 24,764 | $1,790 萬 | 0.34% | −1,203−4.6% | 減碼 |
| Pacifica Partners Inc. | 29,637 | $1,790 萬 | 5.40% | −1,193−3.9% | 減碼 |
| Gunderson Capital Management Inc. | 24,570 | $1,776 萬 | 4.80% | +1,472+6.4% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 24,520 | $1,773 萬 | 3.15% | −50−0.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,453 | $1,768 萬 | 0.19% | −1,699−6.5% | 減碼 |
| Summit Trail Advisors, LLC | 24,445 | $1,767 萬 | 0.22% | −65−0.3% | 減碼 |
| Perigon Wealth Management, LLC | 24,431 | $1,766 萬 | 0.28% | +964+4.1% | 加碼 |
| Independent Advisor Alliance | 24,353 | $1,761 萬 | 0.41% | −928−3.7% | 減碼 |
| Gateway Investment Advisers LLC | 24,165 | $1,747 萬 | 0.17% | +2,119+9.6% | 加碼 |
| Welch Group, LLC | 24,074 | $1,741 萬 | 0.60% | +2,193+10.0% | 加碼 |
| MUFG Securities Americas Inc. | 23,902 | $1,728 萬 | 0.89% | +1,944+8.9% | 加碼 |
| Capital Fund Management S.A. | 23,830 | $1,723 萬 | 0.12% | −109,173−82.1% | 減碼 |
| North Dakota State Investment Board | 23,375 | $1,690 萬 | 0.69% | +134+0.6% | 加碼 |
| Kultura Capital Management LP | 23,200 | $1,677 萬 | 7.70% | +23,200 | 新進 |
| Cypress Asset Management Inc | 23,172 | $1,675 萬 | 3.26% | +58+0.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 23,084 | $1,669 萬 | 0.95% | +335+1.5% | 加碼 |
| Midwest Professional Planners, LTD. | 23,035 | $1,665 萬 | 3.26% | −1,195−4.9% | 減碼 |
| Philadelphia Trust Co | 23,010 | $1,664 萬 | 1.07% | +100.0% | 加碼 |
| LOM Asset Management Ltd | 22,964 | $1,660 萬 | 4.29% | −747−3.2% | 減碼 |
| Broderick Brian C | 22,872 | $1,654 萬 | 2.56% | +1,625+7.6% | 加碼 |
| Capital Wealth Planning, LLC | 22,788 | $1,648 萬 | 0.08% | −965−4.1% | 減碼 |
| Palmer Knight Co | 22,785 | $1,647 萬 | 6.34% | −6,836−23.1% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 22,690 | $1,640 萬 | 3.29% | −874−3.7% | 減碼 |
| Evercore Wealth Management, LLC | 22,684 | $1,640 萬 | 0.23% | −757−3.2% | 減碼 |
| Stelac Advisory Services LLC | 22,177 | $1,633 萬 | 3.04% | −20.0% | 減碼 |
| Arvest Bank Trust Division | 22,554 | $1,631 萬 | 0.79% | −377−1.6% | 減碼 |
| Choate Investment Advisors | 22,451 | $1,623 萬 | 0.29% | −3,026−11.9% | 減碼 |
| Soltis Investment Advisors LLC | 22,415 | $1,621 萬 | 0.93% | +580+2.7% | 加碼 |
| Smithfield Trust Co | 22,387 | $1,619 萬 | 0.65% | −32−0.1% | 減碼 |
| Independent Financial Group, LLC | 22,350 | $1,616 萬 | 0.30% | +8,122+57.1% | 加碼 |
| Howard Capital Management Inc. | 22,341 | $1,615 萬 | 0.19% | +12,544+128.0% | 加碼 |
| Ssa Swiss Advisors AG | 21,734 | $1,601 萬 | 6.01% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 22,105 | $1,598 萬 | 0.27% | −205−0.9% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 22,085 | $1,597 萬 | 7.46% | −22−0.1% | 減碼 |
| Sterling Capital Management LLC | 22,071 | $1,596 萬 | 0.27% | +14,505+191.7% | 加碼 |
| Kelly Lawrence W & Associates Inc | 22,060 | $1,595 萬 | 3.41% | −5,420−19.7% | 減碼 |
| Kidder Stephen W | 22,000 | $1,591 萬 | 4.02% | −265−1.2% | 減碼 |
| Jacobi Capital Management LLC | 21,804 | $1,576 萬 | 0.77% | −1,179−5.1% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 21,781 | $1,575 萬 | 1.82% | +5,591+34.5% | 加碼 |
| Bonness Enterprises Inc | 21,776 | $1,574 萬 | 5.08% | −3,000−12.1% | 減碼 |
| Cornerstone Advisors, LLC | 21,733 | $1,571 萬 | 0.52% | +21,733 | 新進 |
| Scott & Selber, Inc. | 21,687 | $1,568 萬 | 3.31% | −100.0% | 減碼 |
| Family Legacy, Inc. | 21,668 | $1,567 萬 | 4.18% | −957−4.2% | 減碼 |
| Johnson Investment Counsel Inc | 21,657 | $1,566 萬 | 0.11% | +173+0.8% | 加碼 |
| Resources Investment Advisors, LLC. | 21,622 | $1,563 萬 | 0.13% | +532+2.5% | 加碼 |
| KKM Financial LLC | 30,759 | $1,562 萬 | 2.14% | −6,517−17.5% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $1,562 萬 | 0.36% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 21,497 | $1,554 萬 | 1.92% | −3,254−13.1% | 減碼 |
| Modern Wealth Management, LLC | 21,432 | $1,550 萬 | 0.19% | +2,729+14.6% | 加碼 |
| Evergreen Capital Management LLC | 21,409 | $1,548 萬 | 0.27% | −467−2.1% | 減碼 |
| Phraction Management LLC | 21,394 | $1,547 萬 | 3.74% | −100−0.5% | 減碼 |
| Entropy Technologies, LP | 21,367 | $1,545 萬 | 0.61% | +20,121+1,614.8% | 加碼 |
| Intact Investment Management Inc. | 21,180 | $1,531 萬 | 0.44% | −3,420−13.9% | 減碼 |
| Daymark Wealth Partners, LLC | 21,156 | $1,530 萬 | 0.37% | −559−2.6% | 減碼 |
| Benchstone Capital Management LP | 21,149 | $1,529 萬 | 1.91% | −65,379−75.6% | 減碼 |
| Somerville Kurt F | 21,077 | $1,524 萬 | 3.64% | −1,170−5.3% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 20,960 | $1,515 萬 | 0.65% | −6,021−22.3% | 減碼 |
| AMJ Financial Wealth Management | 44,267 | $1,513 萬 | 3.58% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 20,906 | $1,512 萬 | 0.66% | −140−0.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 20,800 | $1,504 萬 | 1.65% | −7,752−27.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 20,783 | $1,503 萬 | 0.90% | −325−1.5% | 減碼 |
| Glass Wealth Management Co LLC | 20,544 | $1,485 萬 | 4.98% | +286+1.4% | 加碼 |
| New Age Alpha Advisors, LLC | 20,400 | $1,475 萬 | 0.63% | −417−2.0% | 減碼 |
| Meeder Advisory Services, Inc. | 20,213 | $1,461 萬 | 0.53% | +329+1.7% | 加碼 |
| Alight Capital Management LP | 20,000 | $1,446 萬 | 2.35% | −5,000−20.0% | 減碼 |
| Eagle Capital Management, LLC | 19,932 | $1,441 萬 | 4.92% | −629−3.1% | 減碼 |
| WealthPlan Investment Management, LLC | 19,855 | $1,436 萬 | 0.71% | +928+4.9% | 加碼 |
| Perennial Advisors, LLC | 19,852 | $1,435 萬 | 2.21% | −384−1.9% | 減碼 |
| Fulton Bank, N.A. | 19,792 | $1,431 萬 | 0.44% | −3,976−16.7% | 減碼 |
| Plato Investment Management Ltd | 19,885 | $1,429 萬 | 0.82% | +17+0.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 19,689 | $1,424 萬 | 1.45% | −452−2.2% | 減碼 |