Skip to main content

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 2022

Institutional positions in Applied Materials Inc as of Dec 31, 2022. 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
1,685
+154 vs. Q3 2022
Shares held
667.4M
+3.93M (+0.6%) vs. Q3 2022
Total value
$65.1B
+$10.7B (+19.7%) vs. Q3 2022
New holders
245
577 more added
Sold out
91
649 more reduced

30 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 1,685 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 institutionsQ2 2026: 3,520 institutions
Value heldQ4 2022: $65.1B
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 20263,520$476.5B
Q1 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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 2022

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2022.

Institutions holding AMAT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthfront Advisers LLC71,880$7.00M0.03%+13,888+23.9%Added
Capital Investment Counsel, Inc72,086$7.02M1.66%+7,800+12.1%Added
Badgley Phelps Wealth Managers, LLC72,162$7.03M0.28%−11,710−14.0%Reduced
Shell Asset Management Co72,318$7.04M0.31%−14,885−17.1%Reduced
Bard Financial Services, Inc.72,700$7.08M0.60%−1,625−2.2%Reduced
Securian Asset Management, Inc72,728$7.08M0.20%−1,169−1.6%Reduced
United Services Automobile Association72,927$7.10M0.16%−554−0.8%Reduced
Capital International Sarl74,266$7.23M0.51%+10,800+17.0%Added
Maple Capital Management, Inc.74,941$7.30M0.97%+911+1.2%Added
Torray LLC76,014$7.40M1.33%+76,014New
Hosking Partners LLP76,126$7.41M0.30%+4,201+5.8%Added
Gateway Investment Advisers LLC76,949$7.49M0.09%−257,873−77.0%Reduced
Cerity Partners LLC77,640$7.56M0.05%+17,889+29.9%Added
Ethic Inc.77,714$7.57M0.41%+18,610+31.5%Added
Kestra Advisory Services, LLC78,315$7.63M0.07%+9,921+14.5%Added
Pallas Capital Advisors LLC70,307$7.71M0.78%+641+0.9%Added
Beacon Investment Advisory Services, Inc.80,105$7.80M0.40%+9,403+13.3%Added
Worldquant Millennium Advisors LLC80,756$7.86M0.18%+29,487+57.5%Added
Jacobs & Co81,683$7.95M1.04%−615−0.7%Reduced
Dai-Ichi Life Insurance Company, Ltd82,497$8.03M0.19%+19,400+30.7%Added
Huntington National Bank82,562$8.04M0.08%−13,471−14.0%Reduced
Cullinan Associates Inc82,751$8.06M0.45%+2,363+2.9%Added
Ergoteles LLC83,194$8.10M0.30%+73,351+745.2%Added
Girard Partners Ltd.83,625$8.14M0.92%−1,414−1.7%Reduced
Andra AP-fonden85,100$8.29M0.25%−8,800−9.4%Reduced
Van Hulzen Asset Management, LLC86,249$8.36M0.96%+1,911+2.3%Added
Intermede Investment Partners Ltd85,994$8.37M0.23%−1,438,996−94.4%Reduced
MML Investors Services, LLC86,980$8.47M0.06%+349+0.4%Added
Carmel Capital Management L.L.C.87,940$8.56M5.28%−1,415−1.6%Reduced
Trillium Asset Management, LLC88,097$8.58M0.26%−4,425−4.8%Reduced
Harvard Management Co Inc88,443$8.61M1.09%00.0%Unchanged
Cetera Advisor Networks LLC89,176$8.68M0.07%+10,723+13.7%Added
Blair William & Co89,626$8.73M0.04%−7,130−7.4%Reduced
Annex Advisory Services, LLC90,287$8.79M0.50%+24,971+38.2%Added
Oppenheimer Asset Management Inc.91,742$8.93M0.14%−4,933−5.1%Reduced
Longbow Finance SA92,503$9.01M1.21%+92,503New
Daiwa Securities Group Inc.92,925$9.05M0.07%+2,128+2.3%Added
Raymond James Trust N.A.93,145$9.07M0.31%+596+0.6%Added
Advanced Asset Management Advisors Inc93,800$9.13M2.29%00.0%Unchanged
CCM Investment Advisers LLC93,805$9.13M1.45%−6,622−6.6%Reduced
Cetera Investment Advisers95,417$9.29M0.09%−60,945−39.0%Reduced
Railway Pension Investments Ltd95,768$9.33M0.09%00.0%Unchanged
Achmea Investment Management B.V.102,749$9.38M0.31%+2,301+2.3%Added
Capital International Ltd96,561$9.40M0.65%−9,424−8.9%Reduced
Gotham Asset Management, LLC96,695$9.42M0.26%−44,690−31.6%Reduced
Rheos Capital Works Inc.96,800$9.43M0.57%+43,000+79.9%Added
Louisiana State Employees Retirement System98,400$9.58M0.26%−3,600−3.5%Reduced
Janney Montgomery Scott LLC98,430$9.59M0.04%−67,276−40.6%Reduced
Baader Bank INC100,054$9.74M0.90%+8,554+9.3%Added
FRG Family Wealth Advisors LLC100,339$9.77M2.33%−435−0.4%Reduced
Leuthold Group, LLC100,343$9.77M1.32%−2,364−2.3%Reduced
Czech National Bank100,700$9.81M0.26%−326−0.3%Reduced
Woodline Partners LP100,811$9.82M0.14%−436,418−81.2%Reduced
Cambridge Investment Research Advisors, Inc.101,640$9.90M0.05%−22,727−18.3%Reduced
California First Leasing Corp102,000$9.93M6.90%00.0%Unchanged
Prelude Capital Management, LLC103,642$10.1M0.62%+98,410+1,880.9%Added
Lido Advisors, LLC104,118$10.1M0.18%+6,990+7.2%Added
Twin Tree Management, LP104,485$10.2M0.31%−40,349−27.9%Reduced
Antipodes Partners Ltd105,072$10.2M0.37%+105,072New
Goodman Financial Corp105,900$10.3M3.25%+105,900New
Grimes & Company, Inc.106,731$10.4M0.44%+103,538+3,242.7%Added
Bedrijfstakpensioenfonds Voor de Media Pno114,300$10.4M2.04%−15,000−11.6%Reduced
Signature Estate & Investment Advisors LLC112,770$11.0M0.40%+4,742+4.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.113,610$11.0M0.16%+5,284+4.9%Added
Guyasuta Investment Advisors Inc115,405$11.2M0.89%+1,228+1.1%Added
Engine No. 1 LLC115,720$11.3M5.54%+115,720New
Stanley Capital Management, LLC117,300$11.4M3.62%+30,000+34.4%Added
Trust Co of Vermont117,414$11.4M0.84%+10,659+10.0%Added
Callahan Advisors, LLC118,398$11.5M1.58%+2,497+2.2%Added
Nissay Asset Management Corp118,876$11.6M0.11%−3,106−2.5%Reduced
Financial Counselors Inc118,880$11.6M0.26%−318−0.3%Reduced
Baker Avenue Asset Management, LP119,140$11.6M0.69%+6,542+5.8%Added
United Asset Strategies, Inc.121,408$11.8M1.65%+1,028+0.9%Added
Texas Permanent School Fund122,135$11.9M0.18%−957−0.8%Reduced
Value Aligned Research Advisors, LLC122,194$11.9M5.39%+122,194New
Keybank National Association122,924$12.0M0.06%−866−0.7%Reduced
Mutual of America Capital Management LLC122,933$12.0M0.15%+2,457+2.0%Added
Citizens Financial Group Inc123,063$12.0M0.47%−7,652−5.9%Reduced
Talbot Financial, LLC123,934$12.1M2.48%+123,934New
Bokf, NA124,300$12.1M0.22%−10,579−7.8%Reduced
Bornite Capital Management LP125,000$12.2M3.17%+125,000New
Pinnacle Associates Ltd125,194$12.2M0.27%+535+0.4%Added
Westpac Banking Corp125,456$12.2M0.18%−9,090−6.8%Reduced
Marshall Wace, LLP126,600$12.3M0.03%+6,700+5.6%Added
MBB Public Markets I LLC128,807$12.5M0.35%+1,207+0.9%Added
Nan Shan Life Insurance Co., Ltd.129,000$12.6M0.34%−319,708−71.3%Reduced
Waverton Investment Management Ltd130,215$12.7M0.47%+81,615+167.9%Added
Squarepoint Ops LLC130,239$12.7M0.09%+22,461+20.8%Added
Tiaa, FSB130,620$12.7M0.05%−8,339−6.0%Reduced
First Foundation Advisors131,250$12.8M0.61%−29,022−18.1%Reduced
Lountzis Asset Management, LLC110,117$13.0M7.78%−4,560−4.0%Reduced
Yousif Capital Management, LLC133,368$13.0M0.17%−10,364−7.2%Reduced
Aristotle Atlantic Partners, LLC133,874$13.0M0.73%+4,514+3.5%Added
New York Life Investment Management LLC135,488$13.2M0.15%−1,616−1.2%Reduced
Curi Capital137,110$13.4M1.88%−779−0.6%Reduced
First Nebraska Trust Co137,173$13.4M1.74%−1,733−1.2%Reduced
Analog Century Management LP137,780$13.4M5.83%+51,832+60.3%Added
Willis Investment Counsel137,901$13.4M0.86%+10,633+8.4%Added
Baird Financial Group, Inc.138,090$13.4M0.04%+1,794+1.3%Added
BancorpSouth Bank138,522$13.5M1.25%+2,337+1.7%Added