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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, Q4 2021

Institutional positions in Applied Materials Inc as of Dec 31, 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
1,846
+239 vs. Q3 2021
Shares held
696.0M
−3.06M (−0.4%) vs. Q3 2021
Total value
$109.5B
+$19.5B (+21.6%) vs. Q3 2021
New holders
328
650 more added
Sold out
89
599 more reduced

31 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,846 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 heldQ4 2021: $109.5B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2021.

Institutions holding AMAT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TD Asset Management Inc903,366$142.2M0.12%−86,641−8.8%Reduced
Intermede Investment Partners Ltd902,526$142.0M2.92%+902,526New
British Columbia Investment Management Corp889,706$140.0M0.79%−22,546−2.5%Reduced
Stifel Financial Corp886,332$139.5M0.18%+85,718+10.7%Added
Los Angeles Capital Management LLC878,380$138.2M0.52%−240,799−21.5%Reduced
Mitsubishi UFJ Trust & Banking Corp864,188$136.0M0.28%−17,472−2.0%Reduced
Westfield Capital Management Co LP858,799$135.1M0.80%+242,893+39.4%Added
Skandinaviska Enskilda Banken AB (publ)842,175$133.0M0.68%+37,842+4.7%Added
Varenne Capital Partners834,758$131.4M19.49%+834,758New
Victory Capital Management Inc831,017$130.8M0.12%−11,461−1.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich830,780$130.7M0.70%+146,776+21.5%Added
Envestnet Asset Management Inc829,064$130.5M0.06%+56,684+7.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital817,530$128.6M1.55%+17,409+2.2%Added
Holocene Advisors, LP810,628$127.6M0.68%+802,682+10,101.7%Added
Adage Capital Partners GP, L.L.C.805,226$126.7M0.23%+148,900+22.7%Added
Caisse de Depot Et Placement du Quebec788,659$124.1M0.27%+373,524+90.0%Added
Calamos Advisors LLC775,561$122.0M0.49%−117,312−13.1%Reduced
Lansdowne Partners (UK) LLP769,965$121.2M7.45%−364,625−32.1%Reduced
Russell Investments Group, Ltd.762,467$120.1M0.19%+206,198+37.1%Added
Migdal Insurance & Financial Holdings Ltd.750,162$118.0M1.14%−141,413−15.9%Reduced
Point72 Asset Management, L.P.739,097$116.3M0.52%+739,097New
Employees Provident Fund Board723,837$113.9M1.88%+19,862+2.8%Added
Manufacturers Life Insurance Company, The719,476$113.2M0.07%−145,661−16.8%Reduced
Scge Management, L.P.715,000$112.5M1.28%00.0%Unchanged
Abrams Bison Investments, LLC705,000$110.9M8.28%−83,000−10.5%Reduced
Panagora Asset Management Inc700,821$110.3M0.58%−140,142−16.7%Reduced
Mn Services Vermogensbeheer B.V.700,462$110.2M0.65%+14,300+2.1%Added
DekaBank Deutsche Girozentrale677,869$109.3M0.27%+149,250+28.2%Added
Storebrand Asset Management AS688,756$108.4M0.48%−69,851−9.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)679,121$106.9M0.52%−41,295−5.7%Reduced
Senvest Management, LLC660,663$104.0M2.93%−175,996−21.0%Reduced
Candriam Luxembourg S.C.A.647,712$101.9M0.65%−444−0.1%Reduced
Royal London Asset Management Ltd624,326$98.2M0.37%−34,384−5.2%Reduced
Toronto Dominion Bank613,431$96.5M0.13%+43,370+7.6%Added
Man Group plc612,192$96.3M0.31%+65,799+12.0%Added
Truist Financial Corp609,258$95.9M0.15%+53,550+9.6%Added
Bristol Gate Capital Partners Inc.606,961$95.5M4.30%+3,113+0.5%Added
State of Tennessee, Treasury Department606,417$95.4M0.35%+204,932+51.0%Added
Chevy Chase Trust Holdings, Inc.580,729$91.4M0.29%−20,531−3.4%Reduced
Jupiter Asset Management Ltd578,257$91.3M1.00%+106,231+22.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.570,775$91.3M0.36%+67,233+13.4%Added
Public Employees Retirement System of Ohio567,067$89.2M0.30%−25,712−4.3%Reduced
AXA S.A.564,508$88.8M0.23%−42,333−7.0%Reduced
Formuepleje A/S550,324$86.6M3.30%−37,303−6.3%Reduced
Allspring Global Investments Holdings, LLC542,758$85.4M0.10%+542,758New
Oregon Public Employees Retirement Fund530,919$83.5M0.92%−196,882−27.1%Reduced
State of New Jersey Common Pension Fund D529,689$83.4M0.24%−12,714−2.3%Reduced
Argent Capital Management LLC524,052$82.5M2.38%−419−0.1%Reduced
Ardevora Asset Management LLP501,969$79.0M0.84%−39,400−7.3%Reduced
Artemis Investment Management LLP500,430$78.7M0.57%+10,950+2.2%Added
Guggenheim Capital LLC497,852$78.3M0.41%+37,600+8.2%Added
The PNC Financial Services Group, Inc.478,992$75.4M0.06%+16,210+3.5%Added
Epoch Investment Partners, Inc.473,378$74.5M0.38%−69,293−12.8%Reduced
Fifth Third Bancorp472,153$74.3M0.29%+52,414+12.5%Added
Voya Investment Management LLC449,177$70.7M0.14%+19,642+4.6%Added
Nan Shan Life Insurance Co., Ltd.448,708$70.6M1.07%00.0%Unchanged
Wedge Capital Management L L P445,076$70.0M0.87%−43,303−8.9%Reduced
HighTower Advisors, LLC444,237$69.9M0.15%+19,114+4.5%Added
Railway Pension Investments Ltd442,868$69.7M0.52%−8,400−1.9%Reduced
Robeco Institutional Asset Management B.V.440,706$69.4M0.15%−127,386−22.4%Reduced
Canada Pension Plan Investment Board428,873$67.5M0.07%+200,206+87.6%Added
Eaton Vance Management426,604$67.1M0.08%+997+0.2%Added
Asset Management One Co.,Ltd.416,736$67.0M0.23%−14,500−3.4%Reduced
Susquehanna International Group, LLP423,042$66.6M0.10%−273,496−39.3%Reduced
Cambiar Investors LLC411,264$64.7M2.22%−14,112−3.3%Reduced
Brewin Dolphin Ltd405,323$63.8M2.80%−21,901−5.1%Reduced
Tocqueville Asset Management L.P.397,661$62.6M0.86%−11,030−2.7%Reduced
SEI Investments Co388,191$61.2M0.11%+17,610+4.8%Added
Millennium Management LLC388,622$61.2M0.07%−49,780−11.4%Reduced
Erste Asset Management GmbH377,132$60.3M1.09%+55,628+17.3%Added
Treasurer of the State of North Carolina382,966$60.3M0.32%−3,670−0.9%Reduced
Nomura Asset Management Co Ltd380,408$59.9M0.30%+31,839+9.1%Added
US Bancorp375,455$59.1M0.09%−2,821−0.7%Reduced
Bank of Nova Scotia365,022$57.4M0.08%−42,031−10.3%Reduced
American International Group, Inc.358,326$56.4M0.28%−658−0.2%Reduced
Teacher Retirement System of Texas356,282$56.1M0.25%−49,359−12.2%Reduced
Standard Life Aberdeen plc355,456$55.9M0.12%−35,370−9.1%Reduced
Citadel Advisors LLC350,334$55.1M0.06%−291,170−45.4%Reduced
Neuberger Berman Group LLC355,654$54.6M0.04%+159,258+81.1%Added
Earnest Partners LLC343,918$54.1M0.31%−104,252−23.3%Reduced
Jane Street Group, LLC341,165$53.7M0.10%−130,826−27.7%Reduced
Mackenzie Financial Corp334,302$52.6M0.07%+19,136+6.1%Added
Systematic Alpha Investments, LLC320,128$50.4M2.34%00.0%Unchanged
MUFG Americas Holdings Corp317,634$50.0M0.94%−40,393−11.3%Reduced
Northwestern Mutual Wealth Management Co317,019$49.9M0.08%+6,310+2.0%Added
First Republic Investment Management, Inc.311,127$49.0M0.11%−19,326−5.8%Reduced
Hitchwood Capital Management LP310,000$48.8M2.28%+310,000New
NN Investment Partners Holdings N.V.309,791$48.7M0.24%+31,987+11.5%Added
Pinebridge Investments, L.P.309,749$48.7M0.50%+39,203+14.5%Added
M&T Bank Corp306,603$48.2M0.20%−619−0.2%Reduced
LPL Financial LLC300,605$47.3M0.04%+20,540+7.3%Added
Schroder Investment Management Group298,121$46.9M0.06%−65,024−17.9%Reduced
Employees Retirement System of Texas297,000$46.7M0.52%−2,900−1.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.294,681$46.4M0.15%−156,301−34.7%Reduced
Oxbow Capital Management (HK) Ltd291,000$45.8M19.78%+291,000New
Sit Investment Associates Inc290,881$45.8M1.08%−27,935−8.8%Reduced
Aviva PLC284,888$44.8M0.19%+4,715+1.7%Added
Signature Estate & Investment Advisors LLC283,035$44.5M2.00%−19,983−6.6%Reduced
Ci Investments Inc.282,773$44.5M0.15%+5,562+2.0%Added
State of Michigan Retirement System282,660$44.5M0.23%+32,636+13.1%Added