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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
Bedrijfstakpensioenfonds Voor de Media Pno167,000$20.1M2.38%00.0%Unchanged
Light Street Capital Management, LLC138,290$19.7M0.85%+138,290New
Citizens Financial Group Inc138,186$19.7M0.85%+4,113+3.1%Added
Nissay Asset Management Corp137,273$19.5M0.17%+6,215+4.7%Added
Rheos Capital Works Inc.135,100$19.2M0.97%+135,100New
Point72 Asset Management, L.P.134,601$19.2M0.10%−1,775,363−93.0%Reduced
MAI Capital Management134,553$19.2M0.38%+6,382+5.0%Added
Biechele Royce Advisors132,439$18.9M8.17%−219−0.2%Reduced
General American Investors Co Inc131,652$18.7M1.57%−10,000−7.1%Reduced
USS Investment Management Ltd129,643$18.5M0.15%00.0%Unchanged
Pinnacle Associates Ltd127,503$18.2M0.33%−13,481−9.6%Reduced
CWM, LLC126,740$18.0M0.14%00.0%Unchanged
Swiss Life Asset Management Ltd155,381$17.6M0.23%−13,989−8.3%Reduced
IFM Investors Pty Ltd123,433$17.6M0.36%+23,544+23.6%Added
Profund Advisors LLC120,101$17.1M0.57%−2,351−1.9%Reduced
Mutual of America Capital Management LLC119,922$17.1M0.17%+1,938+1.6%Added
DuPont Capital Management Corp119,921$17.1M0.40%+5,191+4.5%Added
Calamos Wealth Management LLC118,599$16.9M1.32%−4,872−3.9%Reduced
Dundas Partners LLP118,175$16.8M2.44%+4,957+4.4%Added
Baker Avenue Asset Management, LP117,608$16.7M0.98%−313−0.3%Reduced
Daiwa Securities Group Inc.73,919$16.7M0.11%+3,427+4.9%Added
Mizuho Markets Cayman LP116,889$16.6M3.06%+116,889New
United Asset Strategies, Inc.115,566$16.5M2.19%+274+0.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys114,973$16.4M0.18%+203+0.2%Added
Financial Counselors Inc114,175$16.3M0.35%−13,708−10.7%Reduced
D. E. Shaw & Co., Inc.113,709$16.2M0.02%+52,958+87.2%Added
Hartford Investment Management Co113,455$16.2M0.40%+1,059+0.9%Added
Fullerton Fund Management Co Ltd.112,455$16.0M1.09%−77,574−40.8%Reduced
Cambridge Investment Research Advisors, Inc.111,622$15.9M0.08%+4,519+4.2%Added
Lountzis Asset Management, LLC111,525$15.9M9.68%−250.0%Reduced
Atika Capital Management LLC111,000$15.8M1.31%+111,000New
FRG Family Wealth Advisors LLC110,159$15.7M2.98%−113−0.1%Reduced
Leuthold Group, LLC109,909$15.7M1.92%−2,038−1.8%Reduced
Andra AP-fonden108,300$15.4M0.31%−20,200−15.7%Reduced
River & Mercantile Asset Management LLP108,117$15.4M1.00%−10,572−8.9%Reduced
Dai-Ichi Life Insurance Company, Ltd107,068$15.2M0.19%00.0%Unchanged
West Coast Financial LLC106,482$15.2M2.47%−94−0.1%Reduced
Gotham Asset Management, LLC106,427$15.2M0.64%+34,086+47.1%Added
Hosking Partners LLP106,232$15.1M0.34%+106,232New
Marvin & Palmer Associates Inc105,467$15.0M6.14%−2,684−2.5%Reduced
Louisiana State Employees Retirement System104,500$14.9M0.36%+100+0.1%Added
Credit Agricole S A102,986$14.7M0.49%−13,401−11.5%Reduced
Raymond James Trust N.A.102,237$14.6M0.48%−3,323−3.1%Reduced
F&V Capital Management, LLC101,620$14.5M5.32%+670+0.7%Added
AO Asset Management, LP101,500$14.5M1.01%−19,400−16.0%Reduced
Callahan Advisors, LLC101,024$14.4M1.83%−8,322−7.6%Reduced
Steel Peak Wealth Management LLC100,246$14.3M1.03%+2,907+3.0%Added
ExodusPoint Capital Management, LP96,853$13.8M0.21%−118,658−55.1%Reduced
Meeder Asset Management Inc95,819$13.6M0.64%+6,343+7.1%Added
CCM Investment Advisers LLC95,181$13.6M1.73%+10,237+12.1%Added
Trust Co of Vermont94,259$13.4M0.94%−758−0.8%Reduced
Blair William & Co94,179$13.4M0.05%−28,817−23.4%Reduced
Advanced Asset Management Advisors Inc93,800$13.4M2.82%00.0%Unchanged
Key Square Capital Management LLC91,712$13.1M2.67%+31,012+51.1%Added
Jacobs & Co89,251$12.7M1.47%−5,139−5.4%Reduced
Norinchukin Bank, The86,433$12.3M0.18%+1,141+1.3%Added
Traynor Capital Management, Inc.88,403$12.2M1.71%+2,677+3.1%Added
Simplex Trading, LLC84,182$12.0M0.43%+8,048+10.6%Added
Roanoke Asset Management Corp84,020$12.0M4.15%+13,135+18.5%Added
Central Bank & Trust Co83,935$12.0M1.93%+2,065+2.5%Added
McKinley Capital Management LLC /Delaware83,908$11.9M0.84%−3,397−3.9%Reduced
Mission Wealth Management, LP83,098$11.8M0.63%−365−0.4%Reduced
Badgley Phelps & Bell Inc82,865$11.8M0.44%+7,262+9.6%Added
Banco Santander, S.A.81,625$11.6M0.06%+60,040+278.2%Added
Pacer Advisors, Inc.81,385$11.6M0.17%−3,857−4.5%Reduced
Kempen Capital Management N.V.81,138$11.6M0.41%−3,871−4.6%Reduced
Illinois Municipal Retirement Fund81,031$11.5M0.47%−14,446−15.1%Reduced
Bank of the West80,588$11.5M1.17%+2,100+2.7%Added
Securian Asset Management, Inc80,416$11.5M0.23%−525−0.6%Reduced
Clough Capital Partners L P80,300$11.4M0.64%−182,010−69.4%Reduced
Stanley Capital Management, LLC79,300$11.3M4.29%−6,500−7.6%Reduced
Lowe Brockenbrough & Co Inc78,768$11.2M1.01%+1,710+2.2%Added
Holderness Investments Co78,161$11.1M3.68%+93+0.1%Added
Eagle Asset Management Inc78,079$11.1M0.05%+173+0.2%Added
Ilmarinen Mutual Pension Insurance Co75,000$10.7M0.11%−125,000−62.5%Reduced
Schonfeld Strategic Advisors LLC73,666$10.5M0.12%−97,423−56.9%Reduced
Glaxis Capital Management, LLC73,045$10.4M13.12%+11,050+17.8%Added
Synovus Financial Corp73,115$10.4M0.10%−3,277−4.3%Reduced
Bard Financial Services, Inc.73,000$10.4M0.92%−300−0.4%Reduced
Albar Capital Ltd72,919$10.4M4.15%−123,386−62.9%Reduced
Oppenheimer Asset Management Inc.72,626$10.3M0.15%+1,231+1.7%Added
Alpine Woods Capital Investors, LLC72,581$10.3M1.07%+53,681+284.0%Added
Livforsakringsbolaget Skandia, Omsesidigt72,514$10.3M0.62%+4,700+6.9%Added
Capital Investment Counsel, Inc72,399$10.3M2.30%+8,430+13.2%Added
Qube Research & Technologies Ltd72,231$10.3M0.13%+72,231New
Umb Bank N A71,656$10.2M0.23%+1,268+1.8%Added
Cookson Peirce & Co Inc71,638$10.2M0.63%+71,638New
Trillium Asset Management, LLC71,361$10.2M0.28%+1,936+2.8%Added
Cobalt Capital Management, Inc.70,000$9.97M3.49%+29,100+71.1%Added
Larson Financial Group LLC69,346$9.88M2.29%+68,720+10,977.6%Added
Bailard, Inc.68,924$9.81M0.34%+44,193+178.7%Added
Freestone Capital Holdings, LLC68,716$9.79M0.49%−660−1.0%Reduced
Managed Asset Portfolios, LLC68,657$9.78M1.46%+3,018+4.6%Added
Group One Trading, L.P.68,529$9.76M0.19%−7,329−9.7%Reduced
Neuberger Berman Group LLC78,644$9.72M0.01%+33,312+73.5%Added
Oppenheimer & Co Inc67,953$9.68M0.17%+2,318+3.5%Added
Lumbard & Kellner, LLC66,865$9.52M3.69%−110−0.2%Reduced
Meritage Portfolio Management66,706$9.50M0.57%+1,762+2.7%Added
Montag A & Associates Inc66,700$9.50M0.50%−1,164−1.7%Reduced
Maryland State Retirement & Pension System69,332$9.48M0.31%−892−1.3%Reduced