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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; 3,519 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.

13F holders, Q2 2021

Institutional positions in Applied Materials Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,649
+71 vs. Q1 2021
Shares held
709.6M
−23.0M (−3.1%) vs. Q1 2021
Total value
$101.0B
+$3.21B (+3.3%) vs. Q1 2021
New holders
174
618 more added
Sold out
103
609 more reduced

19 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AMAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 1,649 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,519 institutions
Value heldQ2 2021: $101.0B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,519$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2021.

Institutions holding AMAT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc801,805$114.2M0.61%−87,720−9.9%Reduced
Zurich Insurance Group Ltd801,289$114.1M1.42%+208,605+35.2%Added
Raymond James & Associates791,489$112.7M0.10%+7,063+0.9%Added
Abrams Bison Investments, LLC788,000$112.2M9.73%00.0%Unchanged
Assenagon Asset Management S.A.781,942$111.3M0.48%+75,443+10.7%Added
Vontobel Holding Ltd.776,873$110.3M0.95%−52,527−6.3%Reduced
Mirae Asset Global Investments Co., Ltd.766,655$109.2M0.30%+117,020+18.0%Added
Stifel Financial Corp754,032$107.4M0.16%+89,385+13.4%Added
AMF Pensionsforsakring AB743,077$105.8M0.73%−397,865−34.9%Reduced
Susquehanna International Group, LLP742,098$105.7M0.12%−731,364−49.6%Reduced
Westfield Capital Management Co LP736,971$104.9M0.63%−56,606−7.1%Reduced
Oregon Public Employees Retirement Fund729,600$103.9M1.17%+264,103+56.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital727,545$103.6M0.98%−669,337−47.9%Reduced
Scge Management, L.P.715,000$101.8M0.95%00.0%Unchanged
Envestnet Asset Management Inc699,063$99.5M0.06%−24,034−3.3%Reduced
Skandinaviska Enskilda Banken AB (publ)692,409$98.6M0.61%+5,504+0.8%Added
Citadel Advisors LLC691,507$98.5M0.10%−1,295,602−65.2%Reduced
BNP Paribas Arbitrage, SA675,116$96.1M0.19%−560,621−45.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)672,494$95.8M0.53%+278,352+70.6%Added
Royal London Asset Management Ltd671,557$95.6M0.39%+324,247+93.4%Added
Adage Capital Partners GP, L.L.C.656,426$93.5M0.18%+2,400+0.4%Added
Toronto Dominion Bank653,203$93.0M0.14%−77,757−10.6%Reduced
Candriam Luxembourg S.C.A.641,727$91.4M0.63%+66,850+11.6%Added
ING Groep NV636,485$90.6M1.44%+30,727+5.1%Added
Epoch Investment Partners, Inc.630,046$89.7M0.48%−36,402−5.5%Reduced
Chevy Chase Trust Holdings, Inc.624,968$89.0M0.30%−36,021−5.4%Reduced
AXA S.A.622,694$88.7M0.25%−347,219−35.8%Reduced
Formuepleje A/S610,452$86.9M3.36%+138,526+29.4%Added
Public Employees Retirement System of Ohio598,349$85.2M0.30%−5,319−0.9%Reduced
Bank Julius Baer & Co. Ltd, Zurich593,448$84.5M0.54%+29,312+5.2%Added
Bristol Gate Capital Partners Inc.587,517$83.7M4.38%−196,414−25.1%Reduced
Migdal Insurance & Financial Holdings Ltd.581,517$82.8M0.87%+93,360+19.1%Added
Capitolis Advisors LLC576,549$82.1M0.96%+193,807+50.6%Added
Mn Services Vermogensbeheer B.V.672,962$80.8M0.63%+672,962New
Robeco Institutional Asset Management B.V.559,573$79.7M0.18%+164,419+41.6%Added
Tredje AP-fonden556,143$79.2M1.66%+24,000+4.5%Added
Ardevora Asset Management LLP542,069$77.2M0.97%+63,755+13.3%Added
State of New Jersey Common Pension Fund D541,011$77.0M0.25%−653−0.1%Reduced
Truist Financial Corp540,602$77.0M0.13%+8,387+1.6%Added
Argent Capital Management LLC529,006$75.3M2.35%−10,131−1.9%Reduced
State of Michigan Retirement System528,224$75.2M0.44%−375,500−41.6%Reduced
Natixis524,171$74.6M0.33%−750,502−58.9%Reduced
Earnest Partners LLC523,983$74.6M0.44%−540−0.1%Reduced
Jupiter Asset Management Ltd513,480$73.1M0.75%−51,474−9.1%Reduced
Arrowstreet Capital, Limited Partnership486,024$69.2M0.09%+398,456+455.0%Added
Clal Insurance Enterprises Holdings Ltd480,000$68.4M0.78%+480,000New
NN Investment Partners Holdings N.V.474,225$67.5M0.36%−35,904−7.0%Reduced
Acadian Asset Management LLC464,531$66.2M0.25%−53,868−10.4%Reduced
Asset Management One Co.,Ltd.457,635$65.2M0.24%−23,489−4.9%Reduced
Artemis Investment Management LLP455,767$65.0M0.56%−388,502−46.0%Reduced
Railway Pension Investments Ltd455,468$64.9M0.54%−472,281−50.9%Reduced
Wedge Capital Management L L P455,136$64.8M0.79%−66,135−12.7%Reduced
Russell Investments Group, Ltd.454,913$64.7M0.11%−131,875−22.5%Reduced
The PNC Financial Services Group, Inc.451,923$64.4M0.06%+6,212+1.4%Added
Voya Investment Management LLC450,252$64.1M0.12%−118,208−20.8%Reduced
Hitchwood Capital Management LP450,000$64.1M2.16%00.0%Unchanged
Nan Shan Life Insurance Co., Ltd.448,708$63.9M1.08%+20,563+4.8%Added
Schroder Investment Management Group445,774$63.5M0.08%+203,600+84.1%Added
Two Sigma Advisers, LP431,100$61.4M0.16%+431,100New
Guggenheim Capital LLC427,930$60.9M0.36%−64,223−13.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.427,667$60.9M0.33%+53,474+14.3%Added
Cambiar Investors LLC425,328$60.6M1.95%+1,325+0.3%Added
CIBC Private Wealth Group, LLC424,192$60.4M0.14%+378,663+831.7%Added
Eaton Vance Management418,082$59.5M0.08%+16,317+4.1%Added
HighTower Advisors, LLC412,846$58.8M0.17%+31,918+8.4%Added
Tocqueville Asset Management L.P.408,261$58.1M0.84%−27,805−6.4%Reduced
Brewin Dolphin Ltd406,128$57.8M2.62%+895+0.2%Added
Man Group plc405,972$57.8M0.20%−96,518−19.2%Reduced
Nomura Asset Management Co Ltd403,483$57.5M0.33%−6,912−1.7%Reduced
Teacher Retirement System of Texas386,860$55.1M0.30%+24,483+6.8%Added
Fifth Third Bancorp386,335$55.0M0.24%+36,762+10.5%Added
SEI Investments Co384,720$54.9M0.12%−50,911−11.7%Reduced
Treasurer of the State of North Carolina385,506$54.9M0.32%−2,400−0.6%Reduced
Standard Life Aberdeen plc382,425$54.5M0.12%+3,291+0.9%Added
US Bancorp381,653$54.3M0.10%−252−0.1%Reduced
American International Group, Inc.362,372$51.6M0.21%−9,782−2.6%Reduced
Huntington National Bank359,388$51.2M0.51%+88,442+32.6%Added
MUFG Americas Holdings Corp356,177$50.7M0.93%+7,176+2.1%Added
AMP Capital Investors Ltd347,144$49.4M0.24%+5,893+1.7%Added
Bank of Nova Scotia344,477$49.1M0.09%−581,349−62.8%Reduced
Nisa Investment Advisors, LLC336,418$47.9M0.30%−24,294−6.7%Reduced
Retirement Systems of Alabama335,681$47.8M0.17%−6,596−1.9%Reduced
Sit Investment Associates Inc331,606$47.2M1.17%−10,851−3.2%Reduced
1832 Asset Management L.P.330,041$46.5M0.09%−1,318,377−80.0%Reduced
Aviva PLC320,583$45.7M0.20%+14,307+4.7%Added
Impax Asset Management Group plc314,307$44.8M0.20%00.0%Unchanged
State of Tennessee, Treasury Department311,885$44.4M0.17%−181,720−36.8%Reduced
Systematic Alpha Investments, LLC320,128$44.2M2.01%+56,398+21.4%Added
DekaBank Deutsche Girozentrale311,713$44.0M0.13%+15,762+5.3%Added
M&T Bank Corp307,965$43.9M0.19%−15,022−4.7%Reduced
Signature Estate & Investment Advisors LLC298,096$42.4M1.91%−25,200−7.8%Reduced
Employees Retirement System of Texas297,000$42.3M0.51%00.0%Unchanged
PGGM Investments295,912$42.1M0.18%−253,675−46.2%Reduced
Northwestern Mutual Wealth Management Co293,934$41.9M0.08%+14,634+5.2%Added
Pactiv General Employee Benefit Trust290,890$41.4M2.84%−284,110−49.4%Reduced
Mackenzie Financial Corp289,077$41.2M0.06%+39,648+15.9%Added
Teachers Retirement System of the State of Kentucky286,726$40.8M0.38%−226,660−44.2%Reduced
EMS Capital LP285,750$40.7M3.20%+172,750+152.9%Added
Factory Mutual Insurance Co284,415$40.5M0.50%−22,880−7.4%Reduced
Churchill Management Corp281,427$40.1M0.59%+2,205+0.8%Added