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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
Tower Research Capital LLC (TRC)135,893$21.4M0.37%+79,283+140.1%Added
First Nebraska Trust Co135,881$21.4M2.57%−4,508−3.2%Reduced
Blue Grotto Capital, LLC135,357$21.3M4.98%−12,982−8.8%Reduced
Mackay Shields LLC134,893$21.2M0.18%−4,728−3.4%Reduced
Profund Advisors LLC133,826$21.1M0.69%+3,845+3.0%Added
Citizens Financial Group Inc134,959$21.1M0.71%−1,898−1.4%Reduced
Albar Capital Ltd133,276$21.0M6.64%+54,289+68.7%Added
Bragg Financial Advisors, Inc161,303$20.8M1.33%00.0%Unchanged
Pinnacle Associates Ltd130,004$20.5M0.35%−72−0.1%Reduced
Bornite Capital Management LP130,000$20.5M7.08%+130,000New
Henshaw Capital LLC128,300$20.2M1.13%+2,000+1.6%Added
Biechele Royce Advisors126,124$19.8M7.94%−3,154−2.4%Reduced
Texas Permanent School Fund124,540$19.6M0.24%−16,654−11.8%Reduced
Kempen Capital Management N.V.124,486$19.6M0.61%+14,325+13.0%Added
Achmea Investment Management B.V.124,322$19.6M0.93%+124,322New
General American Investors Co Inc121,652$19.1M1.50%−10,000−7.6%Reduced
First Foundation Advisors121,609$19.1M0.66%+117,779+3,075.2%Added
IFM Investors Pty Ltd121,005$19.0M0.35%−2,192−1.8%Reduced
Mutual of America Capital Management LLC119,245$18.8M0.19%−684−0.6%Reduced
Pacer Advisors, Inc.118,538$18.7M0.19%+33,600+39.6%Added
United Asset Strategies, Inc.118,097$18.6M2.21%+1,661+1.4%Added
Force Hill Capital Management LP114,680$18.0M5.37%+11,350+11.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys113,334$17.8M0.19%−1,203−1.1%Reduced
Cambridge Investment Research Advisors, Inc.112,977$17.8M0.08%+9,392+9.1%Added
Nissay Asset Management Corp111,272$17.5M0.13%−2,485−2.2%Reduced
Lountzis Asset Management, LLC110,499$17.4M9.94%−200.0%Reduced
F&V Capital Management, LLC110,431$17.4M5.83%+8,571+8.4%Added
Financial Counselors Inc109,890$17.3M0.36%−646−0.6%Reduced
Andra AP-fonden109,500$17.2M0.35%−11,900−9.8%Reduced
Hartford Investment Management Co108,472$17.1M0.39%+6,282+6.1%Added
Leuthold Group, LLC107,664$16.9M1.98%−2,538−2.3%Reduced
West Coast Financial LLC106,384$16.7M2.40%−289−0.3%Reduced
Baker Avenue Asset Management, LP105,920$16.7M0.85%+3,565+3.5%Added
Capital International Inc105,657$16.6M0.15%+6,004+6.0%Added
Louisiana State Employees Retirement System104,600$16.5M0.36%+1,000+1.0%Added
Ninety One UK Ltd104,337$16.4M0.04%00.0%Unchanged
Dundas Partners LLP118,175$16.3M2.03%00.0%Unchanged
California First Leasing Corp102,000$16.1M7.97%+102,000New
Calamos Wealth Management LLC101,727$16.0M1.17%+758+0.8%Added
FRG Family Wealth Advisors LLC101,563$16.0M2.98%−3,994−3.8%Reduced
Blair William & Co99,307$15.6M0.05%+4,418+4.7%Added
River & Mercantile Asset Management LLP97,339$15.3M1.20%+24,150+33.0%Added
CCM Investment Advisers LLC96,804$15.2M1.85%+316+0.3%Added
Callahan Advisors, LLC95,146$15.0M1.68%−2,526−2.6%Reduced
Dai-Ichi Life Insurance Company, Ltd95,097$15.0M0.19%−10,572−10.0%Reduced
Bokf, NA94,908$14.9M0.23%+9,730+11.4%Added
Raymond James Trust N.A.94,187$14.8M0.44%−7,357−7.2%Reduced
Willis Investment Counsel93,907$14.8M0.78%+61,132+186.5%Added
Advanced Asset Management Advisors Inc93,800$14.8M3.06%00.0%Unchanged
Hosking Partners LLP93,736$14.8M0.36%−1,815−1.9%Reduced
Natixis93,666$14.7M0.05%−610,934−86.7%Reduced
Trust Co of Vermont93,460$14.7M0.93%−989−1.0%Reduced
Graticule Asia Macro Advisors LLC93,175$14.7M6.82%+93,175New
Healthcare of Ontario Pension Plan Trust Fund92,826$14.6M0.03%+89,333+2,557.5%Added
Traynor Capital Management, Inc.90,345$14.2M1.68%−172−0.2%Reduced
Beacon Investment Advisory Services, Inc.90,261$14.2M0.55%+36,836+68.9%Added
Maplelane Capital, LLC90,000$14.2M1.20%−25,001−21.7%Reduced
Paloma Partners Management Co89,620$14.1M0.45%+89,620New
Two Sigma Advisers, LP88,500$13.9M0.03%−893,200−91.0%Reduced
Jacobs & Co87,159$13.7M1.42%−813−0.9%Reduced
Montag A & Associates Inc86,981$13.7M0.67%+18,612+27.2%Added
Marvin & Palmer Associates Inc86,820$13.7M5.84%−12,605−12.7%Reduced
Badgley Phelps Wealth Managers, LLC86,764$13.7M0.44%+2,328+2.8%Added
Weiss Multi-Strategy Advisers LLC86,218$13.6M0.31%+60,592+236.4%Added
Umb Bank N A86,107$13.6M0.17%+11,648+15.6%Added
Daiwa Securities Group Inc.81,479$13.5M0.08%+2,911+3.7%Added
Norinchukin Bank, The85,044$13.4M0.17%−6,093−6.7%Reduced
Bank of the West84,412$13.3M1.26%−3,566−4.1%Reduced
Gotham Asset Management, LLC83,315$13.1M0.42%−32,757−28.2%Reduced
KCM Investment Advisors LLC82,255$12.9M0.45%+20,300+32.8%Added
Central Bank & Trust Co82,106$12.9M1.99%−3,611−4.2%Reduced
Lowe Brockenbrough & Co Inc81,436$12.8M0.94%+487+0.6%Added
Carmel Capital Management L.L.C.81,200$12.8M6.27%+81,200New
Roanoke Asset Management Corp80,025$12.6M4.17%−2,515−3.0%Reduced
Stanley Capital Management, LLC79,300$12.5M3.94%00.0%Unchanged
Mizuho Markets Cayman LP78,465$12.3M1.25%−221,691−73.9%Reduced
Eagle Asset Management Inc78,129$12.3M0.05%+1,016+1.3%Added
Steel Peak Wealth Management LLC78,416$12.3M0.74%−8,806−10.1%Reduced
Securian Asset Management, Inc77,911$12.3M0.23%−1,325−1.7%Reduced
Wealthfront Advisers LLC77,670$12.2M0.05%+17,926+30.0%Added
Holderness Investments Co77,121$12.1M3.58%−456−0.6%Reduced
Capital International Ltd77,119$12.1M0.62%+4,106+5.6%Added
Alpine Woods Capital Investors, LLC76,245$12.0M1.18%+2,742+3.7%Added
Trillium Asset Management, LLC76,183$12.0M0.28%+1,305+1.7%Added
Lido Advisors, LLC75,232$11.8M0.23%+10,741+16.7%Added
Ilmarinen Mutual Pension Insurance Co75,000$11.8M0.14%00.0%Unchanged
Capital Investment Counsel, Inc74,429$11.7M2.19%−630−0.8%Reduced
Oppenheimer Asset Management Inc.73,922$11.6M0.15%+790+1.1%Added
Allstate Corp72,256$11.4M0.22%+43,831+154.2%Added
Bard Financial Services, Inc.72,175$11.4M0.92%−500−0.7%Reduced
Cetera Investment Advisers71,729$11.3M0.16%+4,555+6.8%Added
Bailard, Inc.71,338$11.2M0.36%+889+1.3%Added
LVM Capital Management Ltd70,910$11.2M1.49%+4,220+6.3%Added
Marshall Wace, LLP70,820$11.1M0.02%+67,592+2,093.9%Added
Mission Wealth Management, LP70,530$11.1M0.51%+51+0.1%Added
ExodusPoint Capital Management, LP70,267$11.1M0.14%+70,267New
Hoylecohen, LLC70,186$11.0M0.92%+3,892+5.9%Added
Credit Agricole S A69,941$11.0M0.37%−19,149−21.5%Reduced
Torray LLC69,936$11.0M1.62%+69,936New
Livingston Group Asset Management CO (operating as Southport Capital Management)69,723$11.0M1.93%+54,052+344.9%Added