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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; 3,520 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, 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: 3,520 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 20263,520$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
Delta Financial Advisors LLC40,411$6.36M2.59%−580−1.4%Reduced
Buckingham Capital Management, Inc.40,391$6.36M0.98%−1,734−4.1%Reduced
Capital International Sarl40,161$6.32M0.30%+31,929+387.9%Added
Rothschild & Co Asset Management US Inc.40,070$6.31M0.07%−2,168−5.1%Reduced
Cobalt Capital Management, Inc.40,000$6.29M1.68%−20,000−33.3%Reduced
Artemis Wealth Advisors, LLC40,000$6.29M0.78%00.0%Unchanged
Alight Capital Management LP40,000$6.29M2.04%+40,000New
Hall Laurie J Trustee39,973$6.29M2.23%−1,040−2.5%Reduced
First Citizens Bank & Trust Co39,926$6.28M0.25%+655+1.7%Added
Minot Wealth Management LLC39,773$6.26M1.21%+4,295+12.1%Added
First Community Trust NA39,620$6.23M5.15%+39,620New
Meritage Portfolio Management39,594$6.23M0.35%+487+1.2%Added
Thrivent Financial for Lutherans39,576$6.23M0.01%−4,988−11.2%Reduced
Penserra Capital Management LLC39,398$6.20M0.13%+17,979+83.9%Added
Bank Ozk39,306$6.18M2.52%−956−2.4%Reduced
Taika Capital, LP38,580$6.17M4.87%+38,580New
SG Americas Securities, LLC39,126$6.16M0.04%−17,938−31.4%Reduced
Regions Financial Corp39,076$6.15M0.05%−657−1.7%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group39,000$6.14M4.20%+13,000+50.0%Added
Capital Fund Management S.A.38,852$6.11M0.16%−162,112−80.7%Reduced
AAFMAA Wealth Management & Trust LLC38,833$6.11M2.66%−22,720−36.9%Reduced
Advisor Partners LLC38,673$6.08M0.37%+1,219+3.3%Added
Congress Wealth Management LLC38,394$6.04M0.12%+38,394New
Illinois Municipal Retirement Fund38,125$6.00M0.17%−54,305−58.8%Reduced
Carret Asset Management, LLC38,102$6.00M0.66%−100−0.3%Reduced
Audent Global Asset Management, LLC38,001$5.98M2.50%+38,001New
Blume Capital Management, Inc.37,797$5.95M1.96%−493−1.3%Reduced
IFP Advisors, Inc37,756$5.94M0.12%−402−1.1%Reduced
United Services Automobile Association37,272$5.87M0.10%00.0%Unchanged
Smithbridge Asset Management Inc37,208$5.86M1.78%+333+0.9%Added
Ingalls & Snyder LLC37,159$5.85M0.27%−178−0.5%Reduced
Sepio Capital, LP37,037$5.83M0.44%+37,037New
Jag Capital Management, LLC36,873$5.80M0.44%−659−1.8%Reduced
Flputnam Investment Management Co36,608$5.76M0.18%+12,456+51.6%Added
Tudor Investment Corp Et Al36,463$5.74M0.11%+3,187+9.6%Added
Gamco Investors, Inc. Et Al36,215$5.70M0.05%+705+2.0%Added
Prudential PLC35,669$5.61M0.08%−8,606−19.4%Reduced
Wright Investors Service Inc35,598$5.60M1.42%+1,201+3.5%Added
Red Spruce Capital, LLC35,446$5.58M3.05%−650−1.8%Reduced
Bryn Mawr Trust Co35,172$5.53M0.20%+24,423+227.2%Added
Bank of Hawaii35,113$5.53M0.29%−1,135−3.1%Reduced
Maytus Capital Management, LLC35,000$5.51M1.28%−15,000−30.0%Reduced
Summit Partners Public Asset Management, LLC34,988$5.51M0.26%+34,988New
JustInvest LLC34,787$5.47M0.32%+13,553+63.8%Added
Silvant Capital Management LLC34,698$5.46M0.93%−1,498−4.1%Reduced
Federation des caisses Desjardins du Quebec34,624$5.45M0.05%+2,469+7.7%Added
Advisors Asset Management, Inc.34,568$5.44M0.08%−2,915−7.8%Reduced
Scotia Capital Inc.34,380$5.41M0.04%−58−0.2%Reduced
Oak Harvest Investment Services33,636$5.29M1.31%−2,383−6.6%Reduced
Advisory Services Network, LLC33,500$5.27M0.15%+291+0.9%Added
Benson Investment Management Company, Inc.33,383$5.25M2.55%+25+0.1%Added
Nomura Holdings Inc33,242$5.23M0.03%+885+2.7%Added
Ascension Asset Management LLC32,961$5.19M3.08%−450−1.3%Reduced
Arabesque Asset Management Ltd32,769$5.16M1.49%−128−0.4%Reduced
La Financiere de L'Echiquier32,607$5.13M0.17%−5,000−13.3%Reduced
Pflug Koory, LLC32,451$5.11M2.58%+50+0.2%Added
Azzad Asset Management Inc32,384$5.10M0.68%−1,824−5.3%Reduced
Marietta Wealth Management, LLC32,341$5.09M1.02%+1,078+3.4%Added
Integrated Advisors Network LLC32,096$5.05M0.30%+371+1.2%Added
Leonteq Securities AG32,016$5.04M0.23%−82,308−72.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.31,920$5.02M0.02%+9,876+44.8%Added
Cambridge Trust Co31,920$5.02M0.16%+31,920New
Prime Capital Investment Advisors, LLC31,841$5.01M0.27%+2,526+8.6%Added
Toroso Investments, LLC31,743$5.00M0.15%+11,574+57.4%Added
Pathstone Family Office, LLC31,694$4.99M0.12%+5,198+19.6%Added
Ameritas Investment Partners, Inc.31,563$4.97M0.17%+79+0.3%Added
Summit Street Capital Management, LLC31,342$4.93M3.07%00.0%Unchanged
Bonness Enterprises Inc31,300$4.92M2.27%00.0%Unchanged
First American Bank31,125$4.90M0.26%+1,052+3.5%Added
Great Lakes Advisors, LLC30,528$4.80M0.07%+28,454+1,371.9%Added
Connectus Wealth, LLC30,222$4.76M0.18%+30,222New
Eagle Capital Management, LLC30,165$4.75M1.24%+671+2.3%Added
Aristotle Atlantic Partners, LLC30,055$4.73M0.27%+30,055New
Laurion Capital Management LP30,000$4.72M0.08%−338,520−91.9%Reduced
Partners Capital Investment Group, LLP29,918$4.71M0.22%+3,408+12.9%Added
Kornitzer Capital Management Inc29,773$4.68M0.07%+18,173+156.7%Added
Naples Global Advisors, LLC29,480$4.64M0.54%+545+1.9%Added
Banco Santander, S.A.29,477$4.64M0.02%+4,689+18.9%Added
Phraction Management LLC29,285$4.61M2.79%+29,285New
TD Private Client Wealth LLC29,051$4.57M0.19%−12,476−30.0%Reduced
TownSquare Capital, LLC28,895$4.55M0.11%+2,562+9.7%Added
Stanley-Laman Group, Ltd.28,836$4.54M0.53%−2,329−7.5%Reduced
Heritage Trust Co28,726$4.52M0.58%+1,155+4.2%Added
Silver Lake Advisory, LLC28,558$4.49M2.08%+658+2.4%Added
Azimuth Capital Management LLC28,550$4.49M0.18%+20+0.1%Added
Eliot Finkel Investment Counsel, LLC28,420$4.47M2.62%−1,170−4.0%Reduced
Cypress Asset Management Inc28,160$4.43M1.05%+107+0.4%Added
Cubic Asset Management, LLC27,892$4.39M0.99%−1,594−5.4%Reduced
Atria Investments LLC27,829$4.38M0.08%−10,721−27.8%Reduced
Covenant Asset Management, LLC27,512$4.33M1.17%+2,253+8.9%Added
GFG Capital, LLC27,351$4.30M1.29%−6,984−20.3%Reduced
Icon Advisers Inc27,300$4.30M0.69%+27,300New
Carnegie Capital Asset Management, LLC27,249$4.29M0.14%−381−1.4%Reduced
Glenview Trust Co27,173$4.28M0.14%−601−2.2%Reduced
Cerity Partners LLC32,687$4.28M0.07%+19,278+143.8%Added
Pensionfund Sabic27,000$4.25M0.80%00.0%Unchanged
Family Legacy, Inc.27,808$4.24M1.73%+703+2.6%Added
Bluefin Capital Management, LLC26,900$4.23M0.34%+26,900New
AlphaCrest Capital Management LLC26,515$4.17M0.15%−35,337−57.1%Reduced
Covington Capital Management26,454$4.16M0.14%+401+1.5%Added