Applied Materials Inc
AMAT- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
In the last 90 days, Applied Materials Inc insiders filed 0 open-market purchases and 3 sales; 3,535 institutions reported holding it in 13F filings for Q2 2026, worth $476.5B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.
Key figures
- Market capClose on Nov 9, 2026
- $294.1B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $4.45M in total
- 3
- 13F holdersQ2 2026, +600 vs. previous quarter
- 3,535
- 13F valueReported value at the end of Q2 2026
- $476.5B
- Superinvestors holdingAt the end of Q2 2026
- 8
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $28.4B
- +4.4% year over year
- Net income, FY2025
- $7.00B
- −2.5% year over year
- Free cash flow, FY2025
- $5.70B
- −23.9% year over year
- Revenue, Q3 FY2026
- $9.12B
- +24.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 14.2M
- Shares sold short
- Change
- +648.4K
- +4.8% vs. previous
- Days to cover
- 2.23
- At average daily volume
Superinvestors holding AMAT, Q2 2026
Go to the superinvestors tab8 superinvestors report holding Applied Materials Inc on Form 13F. Percentages are the stock's share of each portfolio.
Coatue Management
Philippe Laffont
6.3%
Applied Materials Inc's share of the portfolio
- Shares
- 4,213,483
- Value
- $3.05B
Tiger Global Management
Chase Coleman
4.9%
Applied Materials Inc's share of the portfolio
- Shares
- 1,632,210
- Value
- $1.18B
| Superinvestor | Weight | Value |
|---|---|---|
| Lone Pine Capital | 5.3% | $873.2M |
| Altimeter Capital | 1.9% | $189.4M |
| Markel Group | 0.2% | $26.3M |
| Greenwoods Asset Management | 0.1% | $1.82M |
| Maverick Capital | <0.1% | $1.78M |
| Superinvestor | Weight | Value |
|---|---|---|
| Harris Associates (Oakmark) | <0.1% | $1.41M |
Latest insider trades
See all insider tradesOpen-market purchases and sales by Applied Materials Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 5, 2026 (view filing)5:59 PM ET | Oct 2 | 3 days | Sanders AdamCorp. Controller & CAO | SSale | −725 | $544.56 | −$394.8K | −18.6%3.18K after | |
| Sep 10, 2026 (view filing)5:03 PM ET | Sep 8 | 2 days | Bruner JudyDirector | SSale | −1.00K | $465.00 | −$465.0K | −3.8%25.5K after | |
| Aug 27, 2026 (view filing)5:01 PM ET | Aug 25 | 2 days | Hill BriceSVP, CFO | SSale | −7.50K | $479.25 | −$3.59M | −5.5%128.6K after | |
| Jul 1, 2026 (view filing)5:19 PM ET | Jun 29-30 | 2 days | Dickerson Gary EPresident and CEO | SSale | −78.3K | $709.26 | −$55.6M | −4.7%1.60M after | 4 lots |
| Jun 22, 2026 (view filing) | Jun 18 | 4 days | Raja Prabu G.President, Semi. Products Grp. | SSale | −10.0K | $633.53 | −$6.34M | −2.8%346.6K after | |
| Jun 17, 2026 (view filing) | Jun 16 | 1 day | Iannotti Thomas JDirector | SSale | −9.25K | $599.77 | −$5.55M | −18.6%40.6K after | |
| Jun 17, 2026 (view filing) | Jun 15-16 | 2 days | Nalamasu OmkaramSenior Vice President, CTO | SSale | −35.0K | $592.98 | −$20.8M | −19.2%146.9K after | 9 lots |
| Jun 17, 2026 (view filing) | Jun 15-16 | 2 days | Dickerson Gary EPresident and CEO | SSale | −83.0K | $593.24 | −$49.2M | −4.7%1.70M after | 11 lots |
| Jun 17, 2026 (view filing) | Jun 15 | 2 days | Deane Timothy MSVP, Applied Global Services | SSale | −8.62K | $590.76 | −$5.09M | −6.0%134.6K after | |
| Jun 5, 2026 (view filing) | Jun 4 | 1 day | Raja Prabu G.President, Semi. Products Grp. | SSale | −50.0K | $505.28 | −$25.3M | −12.3%356.6K after | 4 lots |
Top 10 13F holders, Q2 2026
See all 3,535 holdersThe largest institutional positions in Applied Materials Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 80,212,518 | $58.0B | 0.86% | +1,237,685+1.6% | Added |
| Vanguard Capital Management LLC | 51,848,358 | $37.5B | 0.80% | +270,559+0.5% | Added |
| State Street Corp | 38,240,019 | $27.6B | 0.82% | +733,069+2.0% | Added |
| Invesco Ltd. | 28,265,844 | $20.4B | 1.62% | +1,900,254+7.2% | Added |
| Capital Research Global Investors | 22,159,097 | $16.0B | 2.23% | −7,296,327−24.8% | Reduced |
| Geode Capital Management, LLC | 22,007,983 | $15.9B | 0.85% | +86,185+0.4% | Added |
| Vanguard Portfolio Management LLC | 18,553,307 | $13.4B | 0.60% | +1,291,611+7.5% | Added |
| Morgan Stanley | 13,523,832 | $9.78B | 0.52% | +1,679,951+14.2% | Added |
| JPMorgan Chase & Co | 13,886,053 | $9.65B | 0.56% | +8,961,198+182.0% | Added |
| Price T Rowe Associates Inc | 12,627,555 | $9.13B | 0.91% | +6,564,630+108.3% | Added |
Holders of 5% or more of AMAT
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Applied Materials Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 13G | 7.49%59.5M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in AMAT25 members of Congress reported 89 trades in Applied Materials Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Nov 5, 2026 |  Josh Gottheimer House · NJ | Buy | $1K-$15K |
| Oct 7, 2026 | Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Sep 14, 2026 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
| Aug 27, 2026 |  Jared Moskowitz House · FL | Buy | $1K-$15K |
| Aug 10, 2026 |  John J. McGuire III House · VA | Buy | $1K-$15K |
House · NJ · Nov 5, 2026
Buy$1K-$15K
House · NJ · Oct 7, 2026
Sell$1K-$15K
House · NJ · Sep 14, 2026
Buy$1K-$15K
House · FL · Aug 27, 2026
Buy$1K-$15K
House · VA · Aug 10, 2026
Buy$1K-$15K