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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 2 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, 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: 1,761 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 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 20263,519$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, 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
Employees Retirement System of Texas299,900$38.6M0.45%+2,900+1.0%Added
Wolverine Trading, LLC286,582$36.8M0.76%+286,582New
Aviva PLC280,173$36.1M0.16%−40,410−12.6%Reduced
Boston Common Asset Management, LLC280,074$36.1M1.56%+685+0.2%Added
LPL Financial LLC280,065$36.1M0.03%+12,786+4.8%Added
Factory Mutual Insurance Co279,415$36.0M0.45%−5,000−1.8%Reduced
NN Investment Partners Holdings N.V.277,804$35.8M0.20%−196,421−41.4%Reduced
Ci Investments Inc.277,211$35.7M0.13%−1,665−0.6%Reduced
Churchill Management Corp274,932$35.4M0.53%−6,495−2.3%Reduced
Pinebridge Investments, L.P.270,546$34.8M0.42%+73,041+37.0%Added
Teachers Retirement System of the State of Kentucky270,126$34.8M0.32%−16,600−5.8%Reduced
USS Investment Management Ltd266,465$34.3M0.30%+136,822+105.5%Added
Mercer Global Advisors Inc260,441$33.5M0.23%+52,541+25.3%Added
Castle Hook Partners LP259,754$33.4M2.38%+42,468+19.5%Added
Arizona State Retirement System255,901$32.9M0.27%−1,205−0.5%Reduced
Harbor Island Capital LLC253,019$32.6M17.15%−2,842−1.1%Reduced
Grassi Investment Management252,966$32.6M3.66%−940.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund252,838$32.5M0.30%−8,300−3.2%Reduced
South Dakota Investment Council252,510$32.5M0.58%−10,810−4.1%Reduced
State of Michigan Retirement System250,024$32.2M0.18%−278,200−52.7%Reduced
North Growth Management Ltd.249,000$32.1M5.66%00.0%Unchanged
Clark Capital Management Group, Inc.246,081$31.7M0.43%+5,361+2.2%Added
Gateway Investment Advisers LLC245,948$31.7M0.33%+27,515+12.6%Added
Handelsbanken Fonder AB242,603$31.2M0.16%+2,832+1.2%Added
BI Asset Management Fondsmaeglerselskab A/S240,657$31.0M1.17%+24,980+11.6%Added
Busey Wealth Management232,151$29.9M1.20%+5,080+2.2%Added
B. Metzler seel. Sohn & Co. Holding AG231,523$29.8M0.43%+603+0.3%Added
Two Sigma Investments, LP231,440$29.8M0.08%+66,102+40.0%Added
PGGM Investments229,971$29.6M0.15%−65,941−22.3%Reduced
Canada Pension Plan Investment Board228,667$29.4M0.03%+23,860+11.6%Added
Ferguson Wellman Capital Management, Inc224,571$28.9M0.93%+6,105+2.8%Added
Grandfield & Dodd, LLC219,516$28.3M1.97%−685−0.3%Reduced
Westpac Banking Corp217,086$27.9M0.30%−44,739−17.1%Reduced
Commonwealth Equity Services, LLC213,026$27.4M0.07%−17,389−7.5%Reduced
Osterweis Capital Management Inc210,470$27.1M1.48%−1,394−0.7%Reduced
1832 Asset Management L.P.209,863$27.1M0.05%−120,178−36.4%Reduced
Clearbridge Investments, LLC210,024$27.0M0.02%−11,397−5.1%Reduced
Amalgamated Bank209,224$26.9M0.23%−9,703−4.4%Reduced
Avalon Investment & Advisory208,841$26.9M0.62%+3,979+1.9%Added
Forsta Ap-Fonden206,500$26.6M0.30%−8,300−3.9%Reduced
MetLife Investment Management203,467$26.2M0.23%−6,309−3.0%Reduced
Advisor Group Holdings, Inc.202,139$26.0M0.05%−647−0.3%Reduced
Capital Fund Management S.A.200,964$25.9M0.69%+200,964New
Creative Planning200,393$25.8M0.05%−29,889−13.0%Reduced
Norris Perne & French LLP200,105$25.8M2.21%+740+0.4%Added
CIBC World Markets Inc.191,861$24.7M0.09%−29,393−13.3%Reduced
Peapack Gladstone Financial Corp190,128$24.5M0.51%+5,127+2.8%Added
Xponance, Inc.189,979$24.5M0.46%−4,625−2.4%Reduced
Gulf International Bank (UK) Ltd187,834$24.2M0.31%+118+0.1%Added
Macquarie Group Ltd186,444$24.0M0.02%−447−0.2%Reduced
Neuberger Berman Group LLC196,396$24.0M0.02%+117,752+149.7%Added
Raymond James Financial Services Advisors, Inc.185,981$23.9M0.05%−5,970−3.1%Reduced
MAI Capital Management184,840$23.8M0.46%+50,287+37.4%Added
Eastern Bank184,626$23.8M1.15%−43,694−19.1%Reduced
Comerica Bank172,210$23.4M0.14%−38,573−18.3%Reduced
Hancock Whitney Corp181,370$23.3M0.82%−72,020−28.4%Reduced
State of Alaska, Department of Revenue181,133$23.3M0.23%−3,997−2.2%Reduced
Cardinal Capital Management, Inc.176,936$22.8M1.24%−859−0.5%Reduced
Zacks Investment Management176,910$22.8M0.36%+5,958+3.5%Added
Baird Financial Group, Inc.176,520$22.7M0.06%+30,972+21.3%Added
Virginia Retirement Systems Et Al174,900$22.5M0.23%+12,400+7.6%Added
Guinness Asset Management LTD174,645$22.5M1.06%−3,805−2.1%Reduced
CIBC Asset Management Inc173,689$22.4M0.09%+2,781+1.6%Added
Crossmark Global Holdings, Inc.170,520$22.0M0.51%+5,220+3.2%Added
Edgemoor Investment Advisors, Inc.167,997$21.6M2.46%−54,437−24.5%Reduced
Natixis Advisors, L.P.167,158$21.5M0.09%−1,982−1.2%Reduced
Broad Run Investment Management, LLC166,149$21.4M1.37%+166,149New
Utah Retirement Systems165,807$21.3M0.29%−8,700−5.0%Reduced
Analog Century Management LP164,348$21.2M7.33%+19,350+13.3%Added
BancorpSouth Bank163,989$21.1M2.94%+778+0.5%Added
Shelton Capital Management162,878$21.0M0.82%+4,084+2.6%Added
Rheos Capital Works Inc.162,000$20.9M1.07%+26,900+19.9%Added
Bragg Financial Advisors, Inc161,303$20.8M1.33%−1,383−0.9%Reduced
Nicholas Company, Inc.160,930$20.7M0.37%+385+0.2%Added
Public Employees Retirement Association of Colorado160,458$20.7M0.09%−289−0.2%Reduced
Gabelli Funds LLC160,072$20.6M0.14%+7,725+5.1%Added
McGuire Investment Group, LLC159,152$20.5M3.85%+1,645+1.0%Added
Zweig-DiMenna Associates LLC158,956$20.5M1.43%+10,816+7.3%Added
APG Asset Management N.V.182,435$20.3M0.04%−43,300−19.2%Reduced
Cohen Capital Management, Inc.157,259$20.2M3.52%−130.0%Reduced
Varma Mutual Pension Insurance Co155,000$20.0M0.30%+115,000+287.5%Added
Public Sector Pension Investment Board154,161$19.8M0.12%+10,310+7.2%Added
Swiss Life Asset Management Ltd153,093$19.7M0.27%−2,288−1.5%Reduced
Capital Advisors Inc151,431$19.5M0.58%−38,119−20.1%Reduced
Burney Co151,428$19.5M0.92%+1,024+0.7%Added
Banco Bilbao Vizcaya Argentaria, S.A.150,912$19.4M0.31%+6,108+4.2%Added
Metropolitan Life Insurance Co148,774$19.2M0.28%−5,305−3.4%Reduced
Blue Grotto Capital, LLC148,339$19.1M5.06%+1,079+0.7%Added
DnB Asset Management AS148,258$19.1M0.12%+4,311+3.0%Added
Kdi Capital Partners LLC146,598$18.9M6.52%−417−0.3%Reduced
D. E. Shaw & Co., Inc.146,576$18.9M0.02%+32,867+28.9%Added
Bedrijfstakpensioenfonds Voor de Media Pno167,000$18.5M2.21%00.0%Unchanged
Palisade Capital Management LLC143,269$18.4M0.40%−10,244−6.7%Reduced
Texas Permanent School Fund141,194$18.2M0.22%−11,256−7.4%Reduced
Washington Trust Bank140,932$18.1M2.12%−2,946−2.0%Reduced
First Nebraska Trust Co140,389$18.1M2.37%−553−0.4%Reduced
Mackay Shields LLC139,621$18.0M0.17%−5,256−3.6%Reduced
Keybank National Association137,639$17.7M0.08%−6,168−4.3%Reduced
Citizens Financial Group Inc136,857$17.6M0.65%−1,329−1.0%Reduced
General American Investors Co Inc131,652$16.9M1.44%00.0%Unchanged