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 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,519 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $82.5B |
| Q4 2022 | 1,685 | $65.1B |
| Q3 2022 | 1,561 | $54.5B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $89.9B |
| Q4 2021 | 1,846 | $109.5B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,649 | $101.0B |
| Q1 2021 | 1,597 | $98.0B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westpac Banking Corp | 125,456 | $12.2M | 0.18% | −9,090−6.8% | Reduced |
| Pinnacle Associates Ltd | 125,194 | $12.2M | 0.27% | +535+0.4% | Added |
| Bornite Capital Management LP | 125,000 | $12.2M | 3.17% | +125,000 | New |
| Bokf, NA | 124,300 | $12.1M | 0.22% | −10,579−7.8% | Reduced |
| Talbot Financial, LLC | 123,934 | $12.1M | 2.48% | +123,934 | New |
| Citizens Financial Group Inc | 123,063 | $12.0M | 0.47% | −7,652−5.9% | Reduced |
| Mutual of America Capital Management LLC | 122,933 | $12.0M | 0.15% | +2,457+2.0% | Added |
| Keybank National Association | 122,924 | $12.0M | 0.06% | −866−0.7% | Reduced |
| Value Aligned Research Advisors, LLC | 122,194 | $11.9M | 5.39% | +122,194 | New |
| Texas Permanent School Fund | 122,135 | $11.9M | 0.18% | −957−0.8% | Reduced |
| United Asset Strategies, Inc. | 121,408 | $11.8M | 1.65% | +1,028+0.9% | Added |
| Baker Avenue Asset Management, LP | 119,140 | $11.6M | 0.69% | +6,542+5.8% | Added |
| Financial Counselors Inc | 118,880 | $11.6M | 0.26% | −318−0.3% | Reduced |
| Nissay Asset Management Corp | 118,876 | $11.6M | 0.11% | −3,106−2.5% | Reduced |
| Callahan Advisors, LLC | 118,398 | $11.5M | 1.58% | +2,497+2.2% | Added |
| Trust Co of Vermont | 117,414 | $11.4M | 0.84% | +10,659+10.0% | Added |
| Stanley Capital Management, LLC | 117,300 | $11.4M | 3.62% | +30,000+34.4% | Added |
| Engine No. 1 LLC | 115,720 | $11.3M | 5.54% | +115,720 | New |
| Guyasuta Investment Advisors Inc | 115,405 | $11.2M | 0.89% | +1,228+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 113,610 | $11.0M | 0.16% | +5,284+4.9% | Added |
| Signature Estate & Investment Advisors LLC | 112,770 | $11.0M | 0.40% | +4,742+4.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 114,300 | $10.4M | 2.04% | −15,000−11.6% | Reduced |
| Grimes & Company, Inc. | 106,731 | $10.4M | 0.44% | +103,538+3,242.7% | Added |
| Goodman Financial Corp | 105,900 | $10.3M | 3.25% | +105,900 | New |
| Antipodes Partners Ltd | 105,072 | $10.2M | 0.37% | +105,072 | New |
| Twin Tree Management, LP | 104,485 | $10.2M | 0.31% | −40,349−27.9% | Reduced |
| Lido Advisors, LLC | 104,118 | $10.1M | 0.18% | +6,990+7.2% | Added |
| Prelude Capital Management, LLC | 103,642 | $10.1M | 0.62% | +98,410+1,880.9% | Added |
| California First Leasing Corp | 102,000 | $9.93M | 6.90% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 101,640 | $9.90M | 0.05% | −22,727−18.3% | Reduced |
| Woodline Partners LP | 100,811 | $9.82M | 0.14% | −436,418−81.2% | Reduced |
| Czech National Bank | 100,700 | $9.81M | 0.26% | −326−0.3% | Reduced |
| Leuthold Group, LLC | 100,343 | $9.77M | 1.32% | −2,364−2.3% | Reduced |
| FRG Family Wealth Advisors LLC | 100,339 | $9.77M | 2.33% | −435−0.4% | Reduced |
| Baader Bank INC | 100,054 | $9.74M | 0.90% | +8,554+9.3% | Added |
| Janney Montgomery Scott LLC | 98,430 | $9.59M | 0.04% | −67,276−40.6% | Reduced |
| Louisiana State Employees Retirement System | 98,400 | $9.58M | 0.26% | −3,600−3.5% | Reduced |
| Rheos Capital Works Inc. | 96,800 | $9.43M | 0.57% | +43,000+79.9% | Added |
| Gotham Asset Management, LLC | 96,695 | $9.42M | 0.26% | −44,690−31.6% | Reduced |
| Capital International Ltd | 96,561 | $9.40M | 0.65% | −9,424−8.9% | Reduced |
| Achmea Investment Management B.V. | 102,749 | $9.38M | 0.31% | +2,301+2.3% | Added |
| Railway Pension Investments Ltd | 95,768 | $9.33M | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 95,417 | $9.29M | 0.09% | −60,945−39.0% | Reduced |
| CCM Investment Advisers LLC | 93,805 | $9.13M | 1.45% | −6,622−6.6% | Reduced |
| Advanced Asset Management Advisors Inc | 93,800 | $9.13M | 2.29% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 93,145 | $9.07M | 0.31% | +596+0.6% | Added |
| Daiwa Securities Group Inc. | 92,925 | $9.05M | 0.07% | +2,128+2.3% | Added |
| Longbow Finance SA | 92,503 | $9.01M | 1.21% | +92,503 | New |
| Oppenheimer Asset Management Inc. | 91,742 | $8.93M | 0.14% | −4,933−5.1% | Reduced |
| Annex Advisory Services, LLC | 90,287 | $8.79M | 0.50% | +24,971+38.2% | Added |
| Blair William & Co | 89,626 | $8.73M | 0.04% | −7,130−7.4% | Reduced |
| Cetera Advisor Networks LLC | 89,176 | $8.68M | 0.07% | +10,723+13.7% | Added |
| Harvard Management Co Inc | 88,443 | $8.61M | 1.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 88,097 | $8.58M | 0.26% | −4,425−4.8% | Reduced |
| Carmel Capital Management L.L.C. | 87,940 | $8.56M | 5.28% | −1,415−1.6% | Reduced |
| MML Investors Services, LLC | 86,980 | $8.47M | 0.06% | +349+0.4% | Added |
| Intermede Investment Partners Ltd | 85,994 | $8.37M | 0.23% | −1,438,996−94.4% | Reduced |
| Van Hulzen Asset Management, LLC | 86,249 | $8.36M | 0.96% | +1,911+2.3% | Added |
| Andra AP-fonden | 85,100 | $8.29M | 0.25% | −8,800−9.4% | Reduced |
| Girard Partners Ltd. | 83,625 | $8.14M | 0.92% | −1,414−1.7% | Reduced |
| Ergoteles LLC | 83,194 | $8.10M | 0.30% | +73,351+745.2% | Added |
| Cullinan Associates Inc | 82,751 | $8.06M | 0.45% | +2,363+2.9% | Added |
| Huntington National Bank | 82,562 | $8.04M | 0.08% | −13,471−14.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 82,497 | $8.03M | 0.19% | +19,400+30.7% | Added |
| Jacobs & Co | 81,683 | $7.95M | 1.04% | −615−0.7% | Reduced |
| Worldquant Millennium Advisors LLC | 80,756 | $7.86M | 0.18% | +29,487+57.5% | Added |
| Beacon Investment Advisory Services, Inc. | 80,105 | $7.80M | 0.40% | +9,403+13.3% | Added |
| Pallas Capital Advisors LLC | 70,307 | $7.71M | 0.78% | +641+0.9% | Added |
| Kestra Advisory Services, LLC | 78,315 | $7.63M | 0.07% | +9,921+14.5% | Added |
| Ethic Inc. | 77,714 | $7.57M | 0.41% | +18,610+31.5% | Added |
| Cerity Partners LLC | 77,640 | $7.56M | 0.05% | +17,889+29.9% | Added |
| Gateway Investment Advisers LLC | 76,949 | $7.49M | 0.09% | −257,873−77.0% | Reduced |
| Hosking Partners LLP | 76,126 | $7.41M | 0.30% | +4,201+5.8% | Added |
| Torray LLC | 76,014 | $7.40M | 1.33% | +76,014 | New |
| Maple Capital Management, Inc. | 74,941 | $7.30M | 0.97% | +911+1.2% | Added |
| Capital International Sarl | 74,266 | $7.23M | 0.51% | +10,800+17.0% | Added |
| United Services Automobile Association | 72,927 | $7.10M | 0.16% | −554−0.8% | Reduced |
| Securian Asset Management, Inc | 72,728 | $7.08M | 0.20% | −1,169−1.6% | Reduced |
| Bard Financial Services, Inc. | 72,700 | $7.08M | 0.60% | −1,625−2.2% | Reduced |
| Shell Asset Management Co | 72,318 | $7.04M | 0.31% | −14,885−17.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 72,162 | $7.03M | 0.28% | −11,710−14.0% | Reduced |
| Capital Investment Counsel, Inc | 72,086 | $7.02M | 1.66% | +7,800+12.1% | Added |
| Wealthfront Advisers LLC | 71,880 | $7.00M | 0.03% | +13,888+23.9% | Added |
| Roanoke Asset Management Corp | 71,345 | $6.95M | 3.16% | −2,815−3.8% | Reduced |
| Prudential PLC | 71,236 | $6.94M | 0.09% | +18,679+35.5% | Added |
| Mission Wealth Management, LP | 70,462 | $6.86M | 0.33% | −330.0% | Reduced |
| Profund Advisors LLC | 70,000 | $6.82M | 0.44% | −3,262−4.5% | Reduced |
| Zevenbergen Capital Investments LLC | 70,000 | $6.82M | 0.23% | 00.0% | Unchanged |
| Holderness Investments Co | 69,625 | $6.78M | 2.92% | −955−1.4% | Reduced |
| Evercore Wealth Management, LLC | 69,228 | $6.74M | 0.14% | +30,825+80.3% | Added |
| Kentucky Retirement Systems | 68,397 | $6.66M | 0.26% | +299+0.4% | Added |
| NewEdge Wealth, LLC | 68,274 | $6.65M | 0.29% | +64,809+1,870.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,977 | $6.62M | 0.13% | +3,764+5.9% | Added |
| Shelton Capital Management | 67,862 | $6.61M | 0.70% | −91,994−57.5% | Reduced |
| Hoylecohen, LLC | 67,555 | $6.58M | 0.65% | −11,818−14.9% | Reduced |
| Maryland State Retirement & Pension System | 67,401 | $6.56M | 0.19% | 00.0% | Unchanged |
| Credit Agricole S A | 67,206 | $6.54M | 0.24% | +1,614+2.5% | Added |
| Elo Mutual Pension Insurance Co | 66,598 | $6.49M | 0.22% | +1,260+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 65,597 | $6.39M | 0.12% | +22,325+51.6% | Added |
| Unigestion Holding SA | 65,414 | $6.35M | 0.34% | −23,583−26.5% | Reduced |