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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
First Republic Investment Management, Inc.280,573$40.0M0.10%+46,455+19.8%Added
Boston Common Asset Management, LLC279,389$39.8M1.71%+117,783+72.9%Added
Ci Investments Inc.278,876$39.7M0.15%+6,873+2.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.274,090$39.0M0.14%+40,077+17.1%Added
Erste Asset Management GmbH274,647$39.0M0.78%+45,441+19.8%Added
Millennium Management LLC270,549$38.5M0.05%−991,265−78.6%Reduced
LPL Financial LLC267,279$38.1M0.04%−17,145−6.0%Reduced
South Dakota Investment Council263,320$37.5M0.66%−131,410−33.3%Reduced
Westpac Banking Corp261,825$37.3M0.37%−8,400−3.1%Reduced
Soros Capital Management LLC261,782$37.3M4.79%+148,608+131.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund261,138$37.2M0.34%−12,200−4.5%Reduced
Arizona State Retirement System257,106$36.6M0.30%−261−0.1%Reduced
Harbor Island Capital LLC255,861$36.4M18.13%00.0%Unchanged
Hancock Whitney Corp253,390$36.1M1.15%−4,140−1.6%Reduced
Caisse de Depot Et Placement du Quebec253,287$36.1M0.08%−4,907−1.9%Reduced
Grassi Investment Management253,060$36.0M3.91%00.0%Unchanged
North Growth Management Ltd.249,000$35.4M5.75%+1,000+0.4%Added
Parallax Volatility Advisers, L.P.247,197$35.2M0.44%−162,010−39.6%Reduced
Clark Capital Management Group, Inc.240,720$34.3M0.48%+3,556+1.5%Added
Handelsbanken Fonder AB239,771$34.1M0.18%+5,740+2.5%Added
B. Metzler seel. Sohn & Co. Holding AG230,920$32.9M0.49%+1,332+0.6%Added
Commonwealth Equity Services, LLC230,415$32.8M0.08%+14,093+6.5%Added
Creative Planning230,282$32.8M0.06%+124,292+117.3%Added
Eastern Bank228,320$32.5M1.59%+2,570+1.1%Added
Busey Wealth Management227,071$32.3M1.51%+1,187+0.5%Added
Maplelane Capital, LLC225,000$32.0M2.50%−451,000−66.7%Reduced
Edgemoor Investment Advisors, Inc.222,434$31.7M2.96%+1,870+0.8%Added
Clearbridge Investments, LLC221,421$31.5M0.02%−1,919−0.9%Reduced
CIBC World Markets Inc.221,254$31.5M0.09%−1,203,628−84.5%Reduced
Grandfield & Dodd, LLC220,201$31.4M2.17%−3,575−1.6%Reduced
Amalgamated Bank218,927$31.2M0.25%+162,579+288.5%Added
Ferguson Wellman Capital Management, Inc218,466$31.1M1.01%+206+0.1%Added
Gateway Investment Advisers LLC218,433$31.1M0.32%+131,320+150.7%Added
Jane Street Group, LLC217,677$31.0M0.08%−103,316−32.2%Reduced
Castle Hook Partners LP217,286$30.9M2.50%+217,286New
BI Asset Management Fondsmaeglerselskab A/S215,677$30.7M1.18%+35,704+19.8%Added
Forsta Ap-Fonden214,800$30.6M0.36%+19,100+9.8%Added
Osterweis Capital Management Inc211,864$30.2M1.55%−84,822−28.6%Reduced
MetLife Investment Management209,776$29.9M0.26%−5,927−2.7%Reduced
Mercer Global Advisors Inc207,900$29.6M0.23%+15,063+7.8%Added
Avalon Investment & Advisory204,862$29.2M0.65%−30,078−12.8%Reduced
Canada Pension Plan Investment Board204,807$29.2M0.03%−15,205−6.9%Reduced
Advisor Group Holdings, Inc.202,786$28.9M0.06%−12,260−5.7%Reduced
Norris Perne & French LLP199,365$28.4M2.45%−2,215−1.1%Reduced
Pinebridge Investments, L.P.197,505$28.1M0.33%+12,329+6.7%Added
Xponance, Inc.194,604$27.7M0.51%−35,729−15.5%Reduced
Noked Capital LTD192,000$27.3M6.81%+161,000+519.4%Added
Noked Israel Ltd192,000$27.3M6.81%+161,000+519.4%Added
Raymond James Financial Services Advisors, Inc.191,951$27.3M0.06%+8,174+4.4%Added
Comerica Bank210,783$27.2M0.16%−7,925−3.6%Reduced
APG Asset Management N.V.225,735$27.1M0.05%−144,929−39.1%Reduced
Capital Advisors Inc189,550$27.0M0.81%+4,270+2.3%Added
Gulf International Bank (UK) Ltd187,716$26.7M0.34%−624−0.3%Reduced
Macquarie Group Ltd186,891$26.6M0.02%+105,348+129.2%Added
State of Alaska, Department of Revenue185,130$26.4M0.27%−27,449−12.9%Reduced
Peapack Gladstone Financial Corp185,001$26.3M0.63%+3,796+2.1%Added
Bridgewater Associates, LP182,210$25.9M0.17%+182,210New
Voloridge Investment Management, LLC178,726$25.5M0.18%+178,726New
Guinness Asset Management LTD178,450$25.4M1.40%+2,930+1.7%Added
Cardinal Capital Management, Inc.177,795$25.3M1.37%−56,093−24.0%Reduced
Utah Retirement Systems174,507$24.9M0.32%−1,500−0.9%Reduced
Zacks Investment Management170,952$24.3M0.39%−33,536−16.4%Reduced
CIBC Asset Management Inc170,908$24.3M0.10%+2,431+1.4%Added
Connor, Clark & Lunn Investment Management Ltd.169,844$24.2M0.12%+140,602+480.8%Added
British Columbia Investment Management Corp169,687$24.2M0.15%+19,814+13.2%Added
Natixis Advisors, L.P.169,140$24.1M0.11%−33,770−16.6%Reduced
Two Sigma Investments, LP165,338$23.5M0.06%+141,942+606.7%Added
Crossmark Global Holdings, Inc.165,300$23.5M0.55%−30,855−15.7%Reduced
BancorpSouth Bank163,211$23.2M3.37%+1,864+1.2%Added
Shell Asset Management Co163,203$23.2M0.45%−8,151−4.8%Reduced
Bragg Financial Advisors, Inc162,686$23.2M1.48%−9,955−5.8%Reduced
Virginia Retirement Systems Et Al162,500$23.1M0.23%−500−0.3%Reduced
Walleye Trading LLC161,993$23.1M0.60%−10,567−6.1%Reduced
Marshall Wace North America L.P.161,782$23.0M0.10%−98,815−37.9%Reduced
Public Employees Retirement Association of Colorado160,747$22.9M0.10%−237−0.1%Reduced
Nicholas Company, Inc.160,545$22.9M0.40%+70,115+77.5%Added
Shelton Capital Management158,794$22.6M0.86%−2,180−1.4%Reduced
McGuire Investment Group, LLC157,507$22.4M4.26%−2,260−1.4%Reduced
Cohen Capital Management, Inc.157,272$22.4M3.82%+20.0%Added
Metropolitan Life Insurance Co154,079$21.9M0.31%−5,113−3.2%Reduced
Palisade Capital Management LLC153,513$21.9M0.49%+3,213+2.1%Added
Texas Permanent School Fund152,450$21.7M0.25%−782−0.5%Reduced
Gabelli Funds LLC152,347$21.7M0.14%+689+0.5%Added
CIBC World Markets Corp151,425$21.6M0.15%−1,545,024−91.1%Reduced
Burney Co150,404$21.4M1.00%−12,020−7.4%Reduced
Federated Hermes, Inc.150,114$21.4M0.04%−9,583−6.0%Reduced
QS Investors, LLC149,265$21.3M0.25%−11,156−7.0%Reduced
Zweig-DiMenna Associates LLC148,140$21.1M1.31%−25,150−14.5%Reduced
Ninety One UK Ltd147,473$21.0M0.05%−39,604−21.2%Reduced
Blue Grotto Capital, LLC147,260$21.0M6.72%−22,563−13.3%Reduced
Kdi Capital Partners LLC147,015$20.9M6.90%+7,468+5.4%Added
Baird Financial Group, Inc.145,548$20.7M0.05%−5,563−3.7%Reduced
Analog Century Management LP144,998$20.6M8.29%−18,200−11.2%Reduced
Mackay Shields LLC144,877$20.6M0.19%−54,690−27.4%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.144,804$20.6M0.37%+19,100+15.2%Added
DnB Asset Management AS143,947$20.5M0.14%+11,907+9.0%Added
Washington Trust Bank143,878$20.5M2.43%−19,946−12.2%Reduced
Public Sector Pension Investment Board143,851$20.5M0.13%+57,070+65.8%Added
Keybank National Association143,807$20.5M0.09%−731−0.5%Reduced
First Nebraska Trust Co140,942$20.1M2.61%−32,166−18.6%Reduced