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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 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: 1,761 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 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 20262,955$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 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
First Community Trust NA39,057$3.80M4.42%00.0%Unchanged
Cubist Systematic Strategies, LLC38,877$3.79M0.03%−746−1.9%Reduced
Kelly Lawrence W & Associates Inc38,862$3.78M1.08%00.0%Unchanged
GAM Holding AG38,744$3.77M0.30%−130−0.3%Reduced
Thompson Siegel & Walmsley LLC38,675$3.77M0.06%+578+1.5%Added
Naples Global Advisors, LLC38,549$3.75M0.48%+3,870+11.2%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group38,500$3.75M2.90%00.0%Unchanged
Hall Laurie J Trustee37,803$3.68M1.66%−525−1.4%Reduced
Jupiter Asset Management Ltd37,753$3.68M0.05%−545−1.4%Reduced
Red Spruce Capital, LLC37,607$3.66M2.33%+1,931+5.4%Added
Delta Financial Advisors LLC37,582$3.66M1.77%−810−2.1%Reduced
IFP Advisors, Inc68,554$3.66M0.11%+1,109+1.6%Added
EverSource Wealth Advisors, LLC37,476$3.65M0.55%+34,844+1,323.9%Added
Y-Intercept (Hong Kong) Ltd37,139$3.62M0.53%+27,130+271.1%Added
Palmer Knight Co36,849$3.59M3.20%−177−0.5%Reduced
Carret Asset Management, LLC36,706$3.57M0.49%−21−0.1%Reduced
Toroso Investments, LLC36,641$3.57M0.14%+910+2.5%Added
Bessemer Group Inc36,557$3.56M0.01%+7,214+24.6%Added
E. Ohman J:or Asset Management AB36,532$3.56M0.16%−2,300−5.9%Reduced
Atria Investments LLC36,511$3.56M0.07%+7,786+27.1%Added
Walleye Trading LLC36,372$3.54M0.09%−98,152−73.0%Reduced
Harvest Volatility Management LLC36,312$3.54M0.71%−9,354−20.5%Reduced
Marco Investment Management LLC36,003$3.51M0.41%−7,500−17.2%Reduced
O'Shaughnessy Asset Management, LLC35,998$3.51M0.06%+12,034+50.2%Added
Ingalls & Snyder LLC35,760$3.48M0.19%−135−0.4%Reduced
Exchange Traded Concepts, LLC35,749$3.48M0.10%+35,666+42,971.1%Added
Tower Research Capital LLC (TRC)35,440$3.45M0.14%−221,105−86.2%Reduced
Citizens National Bank Trust Department35,268$3.43M0.97%+135+0.4%Added
Jag Capital Management, LLC35,017$3.41M0.49%+1,758+5.3%Added
United Capital Management of KS, Inc.34,615$3.37M1.39%+1,627+4.9%Added
Steel Peak Wealth Management LLC34,288$3.34M0.25%−4,375−11.3%Reduced
River & Mercantile Asset Management LLP34,255$3.34M0.72%−12,315−26.4%Reduced
Petredis Investment Advisors LLC34,232$3.33M0.60%+34,232New
Nomura Holdings Inc34,008$3.31M0.03%−50,025−59.5%Reduced
Ameritas Investment Partners, Inc.28,806$3.29M0.13%−976−3.3%Reduced
Aureus Asset Management, LLC33,367$3.25M0.28%+216+0.7%Added
Leelyn Smith, LLC33,230$3.24M0.89%+4,703+16.5%Added
First American Bank33,217$3.23M0.31%−2,241−6.3%Reduced
Park Avenue Securities LLC33,142$3.23M0.06%+1,688+5.4%Added
Family Legacy, Inc.28,267$3.22M1.41%+239+0.9%Added
Allstate Corp33,035$3.22M0.10%+7,292+28.3%Added
Allstate Investment Management Co33,035$3.22M0.10%+33,035New
Argonautica Private Wealth Management, Inc32,134$3.13M1.60%+32,134New
CX Institutional31,530$3.07M0.19%−1,302−4.0%Reduced
Bogart Wealth, LLC31,491$3.07M0.21%+2,846+9.9%Added
Power Corp of Canada31,470$3.06M0.55%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp31,466$3.06M0.50%+31,466New
First Citizens Bank & Trust Co31,388$3.06M0.09%+1,986+6.8%Added
Keystone Investors Pte Ltd31,378$3.06M1.46%+31,378New
Summit Street Capital Management, LLC31,342$3.05M1.93%00.0%Unchanged
Bonness Enterprises Inc31,300$3.05M1.43%00.0%Unchanged
Cubic Asset Management, LLC31,242$3.04M0.87%−800−2.5%Reduced
NJ State Employees Deferred Compensation Plan31,200$3.04M0.49%−7,500−19.4%Reduced
Hussman Strategic Advisors, Inc.31,200$3.04M0.49%+200+0.6%Added
Kentucky Retirement Systems Insurance Trust Fund31,176$3.04M0.26%00.0%Unchanged
Regions Financial Corp31,157$3.03M0.03%−1,900−5.7%Reduced
Cambridge Trust Co31,027$3.02M0.14%−51−0.2%Reduced
Evergreen Capital Management LLC30,656$2.99M0.14%−81,464−72.7%Reduced
Level Four Advisory Services, LLC30,520$2.97M0.22%+12,526+69.6%Added
TD Private Client Wealth LLC30,434$2.96M0.14%+2,153+7.6%Added
Calamos Wealth Management LLC30,252$2.95M0.23%−30,766−50.4%Reduced
Bleakley Financial Group, LLC30,242$2.94M0.11%+30,242New
Pacer Advisors, Inc.30,215$2.94M0.02%−123,751−80.4%Reduced
Ascension Asset Management LLC30,161$2.94M2.12%−75−0.2%Reduced
Central Bank & Trust Co30,135$2.93M0.55%−22,139−42.4%Reduced
Quantitative Investment Management, LLC30,056$2.93M0.56%−19,489−39.3%Reduced
Silver Lake Advisory, LLC29,935$2.92M1.78%−194−0.6%Reduced
Crestline Management, LP29,689$2.89M0.42%+29,689New
Connectus Wealth, LLC29,649$2.89M0.08%−120.0%Reduced
Hohimer Wealth Management, LLC29,590$2.88M0.92%−15,836−34.9%Reduced
Laurel Wealth Advisors, Inc.29,376$2.86M0.28%−130−0.4%Reduced
Pacifica Partners Inc.29,973$2.86M1.94%+2,390+8.7%Added
Peloton Wealth Strategists29,180$2.84M1.37%+840+3.0%Added
Duality Advisers, LP28,692$2.79M0.32%+28,692New
Pearl River Capital, LLC28,614$2.79M0.47%+878+3.2%Added
Nishkama Capital, LLC28,569$2.78M0.94%+28,569New
Wetherby Asset Management Inc28,414$2.77M0.18%−131−0.5%Reduced
Oak Harvest Investment Services28,235$2.75M0.72%−3,537−11.1%Reduced
Psagot Value Holdings Ltd. / (Israel)28,180$2.74M0.81%−1,420−4.8%Reduced
Penserra Capital Management LLC28,054$2.73M0.06%−5,453−16.3%Reduced
Azimuth Capital Investment Management LLC28,010$2.73M0.14%+75+0.3%Added
AAFMAA Wealth Management & Trust LLC27,994$2.73M2.46%−3,759−11.8%Reduced
Eliot Finkel Investment Counsel, LLC27,903$2.72M1.72%+640+2.3%Added
Allen Mooney & Barnes Investment Advisors LLC27,882$2.72M0.65%+392+1.4%Added
Force Hill Capital Management LP27,800$2.71M1.05%−60,821−68.6%Reduced
Advisory Resource Group27,743$2.70M0.80%+469+1.7%Added
PGGM Investments27,584$2.69M0.05%−66,394−70.6%Reduced
Carnegie Capital Asset Management, LLC27,539$2.68M0.12%+109+0.4%Added
Glenview Trust Co27,496$2.68M0.09%00.0%Unchanged
Legacy CG, LLC27,348$2.66M1.56%+561+2.1%Added
Pflug Koory, LLC27,251$2.65M1.48%+95+0.3%Added
KCS Wealth Advisory27,102$2.64M1.10%+473+1.8%Added
Wright Investors Service Inc27,073$2.64M0.76%−2,829−9.5%Reduced
Stoneridge Investment Partners LLC27,056$2.63M1.45%+27,056New
Northwestern Mutual Investment Management Company, LLC26,963$2.63M0.07%−5,349−16.6%Reduced
DuPont Capital Management Corp26,853$2.61M0.12%−2,493−8.5%Reduced
Rench Wealth Management, Inc.26,811$2.61M1.33%−450−1.7%Reduced
Colonial Trust Co26,779$2.61M0.71%+458+1.7%Added
Unison Asset Management LLC26,633$2.59M2.15%00.0%Unchanged
CWM, LLC26,397$2.57M0.02%+4,046+18.1%Added