Skip to main content

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 2 sales; 3,520 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, Q3 2021

Institutional positions in Applied Materials Inc as of Sep 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
1,638
+13 vs. Q2 2021
Shares held
699.7M
−4.10M (−0.6%) vs. Q2 2021
Total value
$90.1B
−$10.1B (−10.1%) vs. Q2 2021
New holders
123
665 more added
Sold out
110
574 more reduced

24 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,638 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 institutionsQ2 2026: 3,520 institutions
Value heldQ3 2021: $90.1B
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 20263,520$476.5B
Q1 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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, Q3 2021

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q2 2021.

Institutions holding AMAT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Clearbridge Investments, LLC210,024$27.0M0.02%−11,397−5.1%Reduced
1832 Asset Management L.P.209,863$27.1M0.05%−120,178−36.4%Reduced
Osterweis Capital Management Inc210,470$27.1M1.48%−1,394−0.7%Reduced
Commonwealth Equity Services, LLC213,026$27.4M0.07%−17,389−7.5%Reduced
Westpac Banking Corp217,086$27.9M0.30%−44,739−17.1%Reduced
Grandfield & Dodd, LLC219,516$28.3M1.97%−685−0.3%Reduced
Ferguson Wellman Capital Management, Inc224,571$28.9M0.93%+6,105+2.8%Added
Canada Pension Plan Investment Board228,667$29.4M0.03%+23,860+11.6%Added
PGGM Investments229,971$29.6M0.15%−65,941−22.3%Reduced
Two Sigma Investments, LP231,440$29.8M0.08%+66,102+40.0%Added
B. Metzler seel. Sohn & Co. Holding AG231,523$29.8M0.43%+603+0.3%Added
Busey Wealth Management232,151$29.9M1.20%+5,080+2.2%Added
BI Asset Management Fondsmaeglerselskab A/S240,657$31.0M1.17%+24,980+11.6%Added
Handelsbanken Fonder AB242,603$31.2M0.16%+2,832+1.2%Added
Gateway Investment Advisers LLC245,948$31.7M0.33%+27,515+12.6%Added
Clark Capital Management Group, Inc.246,081$31.7M0.43%+5,361+2.2%Added
North Growth Management Ltd.249,000$32.1M5.66%00.0%Unchanged
State of Michigan Retirement System250,024$32.2M0.18%−278,200−52.7%Reduced
South Dakota Investment Council252,510$32.5M0.58%−10,810−4.1%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund252,838$32.5M0.30%−8,300−3.2%Reduced
Grassi Investment Management252,966$32.6M3.66%−940.0%Reduced
Harbor Island Capital LLC253,019$32.6M17.15%−2,842−1.1%Reduced
Arizona State Retirement System255,901$32.9M0.27%−1,205−0.5%Reduced
Castle Hook Partners LP259,754$33.4M2.38%+42,468+19.5%Added
Mercer Global Advisors Inc260,441$33.5M0.23%+52,541+25.3%Added
USS Investment Management Ltd266,465$34.3M0.30%+136,822+105.5%Added
Teachers Retirement System of the State of Kentucky270,126$34.8M0.32%−16,600−5.8%Reduced
Pinebridge Investments, L.P.270,546$34.8M0.42%+73,041+37.0%Added
Churchill Management Corp274,932$35.4M0.53%−6,495−2.3%Reduced
Ci Investments Inc.277,211$35.7M0.13%−1,665−0.6%Reduced
NN Investment Partners Holdings N.V.277,804$35.8M0.20%−196,421−41.4%Reduced
Factory Mutual Insurance Co279,415$36.0M0.45%−5,000−1.8%Reduced
LPL Financial LLC280,065$36.1M0.03%+12,786+4.8%Added
Boston Common Asset Management, LLC280,074$36.1M1.56%+685+0.2%Added
Aviva PLC280,173$36.1M0.16%−40,410−12.6%Reduced
Wolverine Trading, LLC286,582$36.8M0.76%+286,582New
Employees Retirement System of Texas299,900$38.6M0.45%+2,900+1.0%Added
Mizuho Markets Cayman LP300,156$38.6M3.50%+183,267+156.8%Added
Signature Estate & Investment Advisors LLC303,018$39.0M1.91%+4,922+1.7%Added
AMP Capital Investors Ltd305,086$39.3M0.22%−42,058−12.1%Reduced
M&T Bank Corp307,222$39.5M0.18%−743−0.2%Reduced
Northwestern Mutual Wealth Management Co310,709$40.0M0.07%+16,775+5.7%Added
Impax Asset Management Group plc312,207$40.2M0.17%−2,100−0.7%Reduced
Retirement Systems of Alabama313,870$40.4M0.15%−21,811−6.5%Reduced
Mackenzie Financial Corp315,166$40.6M0.06%+26,089+9.0%Added
Sit Investment Associates Inc318,816$41.0M1.06%−12,790−3.9%Reduced
Erste Asset Management GmbH321,504$41.5M0.82%+46,857+17.1%Added
Huntington National Bank322,575$41.5M0.41%−36,813−10.2%Reduced
Balyasny Asset Management LLC330,235$42.5M0.20%+271,137+458.8%Added
First Republic Investment Management, Inc.330,453$42.5M0.10%+49,880+17.8%Added
Systematic Alpha Investments, LLC320,128$43.7M1.92%00.0%Unchanged
Nomura Asset Management Co Ltd348,569$44.9M0.25%−54,914−13.6%Reduced
Noked Capital LTD353,450$45.5M10.76%+161,450+84.1%Added
Noked Israel Ltd353,450$45.5M10.76%+161,450+84.1%Added
MUFG Americas Holdings Corp358,027$46.1M0.87%+1,850+0.5%Added
American International Group, Inc.358,984$46.2M0.25%−3,388−0.9%Reduced
Schroder Investment Management Group363,145$46.7M0.07%−82,629−18.5%Reduced
Tredje AP-fonden364,143$46.9M0.98%−192,000−34.5%Reduced
Laurion Capital Management LP368,520$47.4M0.68%+368,520New
SEI Investments Co370,581$47.8M0.10%−14,139−3.7%Reduced
US Bancorp378,276$48.7M0.09%−3,377−0.9%Reduced
Treasurer of the State of North Carolina386,636$49.8M0.29%+1,130+0.3%Added
Nisa Investment Advisors, LLC388,234$50.0M0.30%+51,816+15.4%Added
Standard Life Aberdeen plc390,826$50.5M0.11%+8,401+2.2%Added
State of Tennessee, Treasury Department401,485$51.7M0.20%+89,600+28.7%Added
Teacher Retirement System of Texas405,641$52.2M0.28%+18,781+4.9%Added
Bank of Nova Scotia407,053$52.4M0.10%+62,576+18.2%Added
Tocqueville Asset Management L.P.408,691$52.6M0.78%+430+0.1%Added
Eaton Vance Management425,607$53.0M0.07%+7,525+1.8%Added
ING Groep NV413,508$53.2M0.68%−222,977−35.0%Reduced
Caisse de Depot Et Placement du Quebec415,135$53.4M0.11%+161,848+63.9%Added
Fifth Third Bancorp419,739$54.0M0.23%+33,404+8.6%Added
HighTower Advisors, LLC425,123$54.7M0.15%+12,277+3.0%Added
Cambiar Investors LLC425,376$54.8M1.88%+480.0%Added
Brewin Dolphin Ltd427,224$55.0M2.26%+21,096+5.2%Added
Voya Investment Management LLC429,535$55.3M0.11%−20,717−4.6%Reduced
Asset Management One Co.,Ltd.431,236$55.5M0.21%−26,399−5.8%Reduced
Millennium Management LLC438,402$56.4M0.07%+167,853+62.0%Added
Voloridge Investment Management, LLC443,875$57.1M0.37%+265,149+148.4%Added
Earnest Partners LLC448,170$57.7M0.35%−75,813−14.5%Reduced
Nan Shan Life Insurance Co., Ltd.448,708$57.8M0.96%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.450,982$58.1M0.22%+176,892+64.5%Added
Railway Pension Investments Ltd451,268$58.1M0.47%−4,200−0.9%Reduced
Guggenheim Capital LLC460,252$59.2M0.36%+32,322+7.6%Added
The PNC Financial Services Group, Inc.462,782$59.6M0.06%+10,859+2.4%Added
Jupiter Asset Management Ltd472,026$60.7M0.69%−41,454−8.1%Reduced
Jane Street Group, LLC471,991$60.8M0.15%+254,314+116.8%Added
Clal Insurance Enterprises Holdings Ltd480,000$61.8M0.71%00.0%Unchanged
Assenagon Asset Management S.A.483,989$62.3M0.26%−297,953−38.1%Reduced
Wedge Capital Management L L P488,379$62.9M0.81%+33,243+7.3%Added
Artemis Investment Management LLP489,480$63.0M0.50%+33,713+7.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.503,542$64.8M0.32%+75,875+17.7%Added
Argent Capital Management LLC524,471$67.5M2.14%−4,535−0.9%Reduced
DekaBank Deutsche Girozentrale528,619$68.6M0.19%+216,906+69.6%Added
Ardevora Asset Management LLP541,369$69.7M0.88%−700−0.1%Reduced
State of New Jersey Common Pension Fund D542,403$69.8M0.22%+1,392+0.3%Added
Epoch Investment Partners, Inc.542,671$69.9M0.39%−87,375−13.9%Reduced
Man Group plc546,393$70.3M0.25%+140,421+34.6%Added
Russell Investments Group, Ltd.556,269$71.5M0.12%+101,356+22.3%Added
Truist Financial Corp555,708$71.5M0.12%+15,106+2.8%Added