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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
Boston Common Asset Management, LLC281,011$44.2M1.79%+937+0.3%Added
Gateway Investment Advisers LLC270,974$42.6M0.41%+25,026+10.2%Added
Churchill Management Corp267,202$42.0M0.59%−7,730−2.8%Reduced
USS Investment Management Ltd266,465$41.9M0.33%00.0%Unchanged
AMF Pensionsforsakring AB263,706$41.5M0.28%−362,945−57.9%Reduced
Impax Asset Management Group plc255,959$40.3M0.15%−56,248−18.0%Reduced
Grassi Investment Management252,766$39.8M4.01%−200−0.1%Reduced
Industrial Alliance Investment Management Inc.252,658$39.8M0.92%+252,658New
Harbor Island Capital LLC251,889$39.6M17.57%−1,130−0.4%Reduced
Tredje AP-fonden250,731$39.5M0.77%−113,412−31.1%Reduced
Forsta Ap-Fonden250,100$39.4M0.40%+43,600+21.1%Added
Arizona State Retirement System247,295$38.9M0.30%−8,606−3.4%Reduced
Mercer Global Advisors Inc245,629$38.7M0.24%−14,812−5.7%Reduced
B. Metzler seel. Sohn & Co. AG243,875$38.5M0.50%+243,875New
Advisor Group Holdings, Inc.241,912$38.1M0.07%+39,773+19.7%Added
D. E. Shaw & Co., Inc.241,576$38.0M0.05%+95,000+64.8%Added
South Dakota Investment Council241,020$37.9M0.63%−11,490−4.6%Reduced
Handelsbanken Fonder AB237,424$37.4M0.18%−5,179−2.1%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund233,691$36.8M0.32%−19,147−7.6%Reduced
Teachers Retirement System of the State of Kentucky229,451$36.1M0.32%−40,675−15.1%Reduced
Amalgamated Bank229,289$36.1M0.27%+20,065+9.6%Added
Ferguson Wellman Capital Management, Inc229,250$36.1M1.05%+4,679+2.1%Added
North Growth Management Ltd.228,000$35.9M5.97%−21,000−8.4%Reduced
Grandfield & Dodd, LLC218,521$34.4M2.21%−995−0.5%Reduced
Berkshire Capital Holdings Inc218,000$34.3M4.59%+217,990+2,179,900.0%Added
NorthCrest Asset Manangement, LLC215,325$33.9M1.86%+215,325New
Factory Mutual Insurance Co255,300$33.8M0.49%−24,115−8.6%Reduced
Clark Capital Management Group, Inc.214,225$33.7M0.41%−31,856−12.9%Reduced
Commonwealth Equity Services, LLC212,938$33.5M0.08%−880.0%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.208,018$32.9M0.44%+57,106+37.8%Added
Qube Research & Technologies Ltd208,704$32.8M0.25%+208,704New
Zacks Investment Management208,284$32.8M0.46%+31,374+17.7%Added
Noked Capital LTD207,590$32.7M8.05%−145,860−41.3%Reduced
Noked Israel Ltd207,590$32.7M8.05%−145,860−41.3%Reduced
State of Alaska, Department of Revenue206,715$32.5M0.31%+25,582+14.1%Added
PGGM Investments203,124$32.0M0.16%−26,847−11.7%Reduced
Westpac Banking Corp202,186$31.8M0.33%−14,900−6.9%Reduced
Creative Planning200,432$31.5M0.05%+390.0%Added
Avalon Investment & Advisory199,644$31.4M0.77%−9,197−4.4%Reduced
Clearbridge Investments, LLC198,847$31.3M0.02%−11,177−5.3%Reduced
MetLife Investment Management197,215$31.0M0.25%−6,252−3.1%Reduced
Norris Perne & French LLP197,120$31.0M2.40%−2,985−1.5%Reduced
Gabelli Funds LLC195,748$30.8M0.19%+35,676+22.3%Added
Broad Run Investment Management, LLC195,598$30.8M1.90%+29,449+17.7%Added
BI Asset Management Fondsmaeglerselskab A/S192,750$30.3M1.12%−47,907−19.9%Reduced
MAI Capital Management192,170$30.2M0.49%+7,330+4.0%Added
Huntington National Bank191,176$30.1M0.27%−131,399−40.7%Reduced
Raymond James Financial Services Advisors, Inc.189,654$29.8M0.06%+3,673+2.0%Added
Peapack Gladstone Financial Corp189,573$29.8M0.56%−555−0.3%Reduced
CIBC Asset Management Inc188,066$29.6M0.11%+14,377+8.3%Added
Eastern Bank187,607$29.5M1.29%+2,981+1.6%Added
Busey Wealth Management186,825$29.4M1.11%−45,326−19.5%Reduced
Guinness Asset Management LTD183,619$28.9M1.13%+8,974+5.1%Added
Natixis Advisors, L.P.182,141$28.7M0.11%+14,983+9.0%Added
Hancock Whitney Corp180,390$28.4M0.89%−980−0.5%Reduced
Xponance, Inc.178,116$28.0M0.44%−11,863−6.2%Reduced
Cardinal Capital Management, Inc.177,962$28.0M1.31%+1,026+0.6%Added
LMR Partners LLP176,585$27.8M0.37%+176,585New
Virginia Retirement Systems Et Al174,900$27.5M0.25%00.0%Unchanged
National Bank of Canada171,424$27.0M0.11%+171,424New
Boston Trust Walden Corp171,175$26.9M0.22%+171,175New
Baird Financial Group, Inc.170,679$26.9M0.06%−5,841−3.3%Reduced
Edgemoor Investment Advisors, Inc.166,570$26.2M2.69%−1,427−0.8%Reduced
Cavalry Management Group, LLC165,092$26.0M3.01%+165,092New
Shelton Capital Management164,760$25.9M0.92%+1,882+1.2%Added
BancorpSouth Bank164,719$25.9M3.23%+730+0.4%Added
Utah Retirement Systems163,707$25.8M0.32%−2,100−1.3%Reduced
Analog Century Management LP162,848$25.6M6.98%−1,500−0.9%Reduced
Rheos Capital Works Inc.162,000$25.5M1.11%00.0%Unchanged
Nicholas Company, Inc.160,930$25.3M0.41%00.0%Unchanged
ING Groep NV160,046$25.2M0.23%−253,462−61.3%Reduced
Chiron Investment Management, LLC159,369$25.1M2.86%+157,550+8,661.4%Added
CIBC World Markets Inc.157,656$24.8M0.08%−34,205−17.8%Reduced
AO Asset Management, LP157,600$24.8M2.41%+81,400+106.8%Added
McGuire Investment Group, LLC157,512$24.8M4.08%−1,640−1.0%Reduced
Cohen Capital Management, Inc.156,739$24.7M4.04%−520−0.3%Reduced
Capital Advisors Inc155,082$24.4M0.65%+3,651+2.4%Added
Yousif Capital Management, LLC154,437$24.3M0.25%+154,437New
Public Employees Retirement Association of Colorado153,015$24.1M0.10%−7,443−4.6%Reduced
DnB Asset Management AS152,600$24.0M0.14%+4,342+2.9%Added
CWM, LLC152,289$24.0M0.17%+152,289New
Public Sector Pension Investment Board150,661$23.7M0.13%−3,500−2.3%Reduced
Gulf International Bank (UK) Ltd150,561$23.7M0.33%−37,273−19.8%Reduced
Curi Capital148,094$23.3M4.02%+148,094New
Osterweis Capital Management Inc147,585$23.2M1.16%−62,885−29.9%Reduced
Burney Co147,486$23.2M1.00%−3,942−2.6%Reduced
Bedrijfstakpensioenfonds Voor de Media Pno167,000$23.1M2.54%00.0%Unchanged
Crossmark Global Holdings, Inc.144,771$22.8M0.49%−25,749−15.1%Reduced
Comerica Bank170,560$22.7M0.17%−1,650−1.0%Reduced
Metropolitan Life Insurance Co143,310$22.6M0.31%−5,464−3.7%Reduced
Macquarie Group Ltd143,133$22.5M0.02%−43,311−23.2%Reduced
Susquehanna Fundamental Investments, LLC142,057$22.4M0.59%+54,666+62.6%Added
Swiss Life Asset Management Ltd141,613$22.3M0.29%−11,480−7.5%Reduced
Shell Asset Management Co141,579$22.3M0.46%+14,781+11.7%Added
Washington Trust Bank138,415$21.8M2.11%−2,517−1.8%Reduced
Keybank National Association137,664$21.7M0.09%+250.0%Added
APG Asset Management N.V.156,335$21.6M0.04%−26,100−14.3%Reduced
Zweig-DiMenna Associates LLC137,126$21.6M1.74%−21,830−13.7%Reduced
Palisade Capital Management LLC136,379$21.5M0.43%−6,890−4.8%Reduced
Mariner, LLC136,087$21.4M0.09%+36,789+37.0%Added