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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, Q1 2023

Institutional positions in Applied Materials Inc as of Mar 31, 2023. 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
1,761
+115 vs. Q4 2022
Shares held
673.6M
+6.74M (+1.0%) vs. Q4 2022
Total value
$82.5B
+$17.5B (+26.8%) vs. Q4 2022
New holders
225
666 more added
Sold out
110
634 more reduced

39 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 1,761 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 heldQ1 2023: $82.5B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2022.

Institutions holding AMAT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Burney Co51,003$6.26M0.31%+2,232+4.6%Added
Compass Wealth Management LLC51,791$6.36M2.02%−1,700−3.2%Reduced
Tiaa, FSB52,133$6.40M0.02%−78,487−60.1%Reduced
Prime Capital Investment Advisors, LLC53,202$6.53M0.27%+49,685+1,412.7%Added
Greenwich Wealth Management LLC53,266$6.54M0.71%−159−0.3%Reduced
WoodTrust Financial Corp53,424$6.56M1.27%−72−0.1%Reduced
Colonial Trust Advisors53,450$6.57M0.77%−258−0.5%Reduced
Federated Hermes, Inc.53,496$6.57M0.02%+27,620+106.7%Added
SFMG, LLC54,495$6.69M0.72%+1,589+3.0%Added
Sandler Capital Management54,679$6.72M1.10%+54,679New
KCM Investment Advisors LLC55,801$6.85M0.28%−3,095−5.3%Reduced
Cooper Creek Partners Management LLC55,849$6.86M0.48%+741+1.3%Added
F&V Capital Management, LLC56,066$6.89M2.29%−415−0.7%Reduced
William Allan, LLC56,980$7.00M5.56%−607−1.1%Reduced
Blume Capital Management, Inc.57,039$7.01M2.23%−1,626−2.8%Reduced
Cullen/Frost Bankers, Inc.57,135$7.02M0.13%−8,462−12.9%Reduced
Penserra Capital Management LLC57,296$7.04M0.15%+29,242+104.2%Added
TownSquare Capital, LLC57,337$7.04M0.16%+3,840+7.2%Added
Larson Financial Group LLC57,571$7.07M0.77%+536+0.9%Added
Bryn Mawr Trust Co57,793$7.10M0.31%+979+1.7%Added
Synovus Financial Corp58,072$7.13M0.08%−3,182−5.2%Reduced
LGT Group Foundation58,636$7.20M0.21%+6,677+12.9%Added
Cornerstone Advisors, LLC59,000$7.25M0.34%00.0%Unchanged
Federation des caisses Desjardins du Quebec59,005$7.25M0.08%+36,651+164.0%Added
Banque Pictet & Cie SA60,483$7.43M0.07%−2,560−4.1%Reduced
Engineers Gate Manager LP61,277$7.53M0.31%+61,277New
SG Americas Securities, LLC61,510$7.55M0.10%+1,154+1.9%Added
General American Investors Co Inc61,652$7.57M0.72%00.0%Unchanged
Varma Mutual Pension Insurance Co62,000$7.62M0.09%−88,000−58.7%Reduced
Capital Investment Counsel, Inc62,661$7.70M1.76%−9,425−13.1%Reduced
Lazard Freres Gestion S.A.S.70,912$7.75M0.29%+70,912New
Cantor Fitzgerald, L. P.63,331$7.78M0.17%+100.0%Added
LVM Capital Management Ltd63,495$7.80M1.08%−1,000−1.6%Reduced
Hosking Partners LLP63,601$7.81M0.36%−12,525−16.5%Reduced
Buckingham Capital Management, Inc.64,156$7.88M1.26%+130+0.2%Added
Evercore Wealth Management, LLC64,302$7.90M0.16%−4,926−7.1%Reduced
Norinchukin Bank, The64,888$7.97M0.16%+691+1.1%Added
Jefferies Financial Group Inc.64,950$7.98M0.17%+64,950New
Captrust Financial Advisors65,030$7.99M0.04%+1,614+2.5%Added
Oppenheimer & Co Inc65,108$8.00M0.17%+9,259+16.6%Added
JustInvest LLC65,956$8.10M0.28%+12,706+23.9%Added
Capital International Inc66,033$8.11M0.16%+2,201+3.4%Added
Maryland State Retirement & Pension System66,621$8.18M0.18%−780−1.2%Reduced
Kentucky Retirement Systems66,660$8.19M0.30%−1,737−2.5%Reduced
Ieq Capital, LLC66,902$8.22M0.19%+2,563+4.0%Added
D.A. Davidson & Co.67,047$8.23M0.09%+2,916+4.5%Added
Pallas Capital Advisors LLC72,740$8.26M0.77%+2,433+3.5%Added
Lowe Brockenbrough & Co Inc68,209$8.38M0.68%+4,088+6.4%Added
NewEdge Wealth, LLC68,498$8.41M0.32%+224+0.3%Added
Elo Mutual Pension Insurance Co68,694$8.44M0.27%+2,096+3.1%Added
Hoylecohen, LLC69,182$8.50M0.79%+1,627+2.4%Added
AE Wealth Management LLC69,217$8.50M0.05%+28,440+69.7%Added
Ethic Inc.69,702$8.56M0.35%−8,012−10.3%Reduced
Holderness Investments Co69,816$8.58M3.43%+191+0.3%Added
Hitchwood Capital Management LP70,000$8.60M4.68%+70,000New
Zevenbergen Capital Investments LLC70,000$8.60M0.23%00.0%Unchanged
Zimmer Partners, LP70,000$8.60M0.18%+70,000New
Mission Wealth Management, LP70,562$8.67M0.37%+100+0.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd70,768$8.69M0.16%+2,791+4.1%Added
Prudential PLC71,274$8.75M0.10%+38+0.1%Added
Roanoke Asset Management Corp71,335$8.76M3.74%−100.0%Reduced
Securian Asset Management, Inc71,567$8.79M0.23%−1,161−1.6%Reduced
Shelton Capital Management72,093$8.86M0.37%+4,231+6.2%Added
Hartford Investment Management Co72,292$8.88M0.30%+8,753+13.8%Added
Bard Financial Services, Inc.72,450$8.90M0.71%−250−0.3%Reduced
Squarepoint Ops LLC72,774$8.94M0.06%−57,465−44.1%Reduced
Antipodes Partners Ltd74,846$9.19M0.32%−30,226−28.8%Reduced
Gateway Investment Advisers LLC75,069$9.22M0.11%−1,880−2.4%Reduced
Gabelli Funds LLC75,230$9.24M0.07%+72,930+3,170.9%Added
Shell Asset Management Co75,459$9.27M0.38%+3,141+4.3%Added
MBB Public Markets I LLC75,515$9.28M0.54%−53,292−41.4%Reduced
Badgley Phelps Wealth Managers, LLC75,564$9.28M0.34%+3,402+4.7%Added
Torray LLC76,014$9.34M1.67%00.0%Unchanged
Profund Advisors LLC77,401$9.51M0.59%+7,401+10.6%Added
Maple Capital Management, Inc.77,510$9.52M1.16%+2,569+3.4%Added
Centiva Capital, LP77,833$9.56M0.53%+32,975+73.5%Added
Huntington National Bank77,900$9.57M0.10%−4,662−5.6%Reduced
Fund Management at Engine No. 1 LLC79,601$9.78M1.97%+35,561+80.7%Added
Bornite Capital Management LP80,000$9.83M3.33%−45,000−36.0%Reduced
Marvin & Palmer Associates Inc80,540$9.89M4.98%+72,461+896.9%Added
Jacobs & Co81,083$9.96M1.23%−600−0.7%Reduced
Trillium Asset Management, LLC88,201$9.97M0.29%+104+0.1%Added
Isthmus Partners, LLC82,290$10.1M1.43%+82,290New
PGGM Investments82,353$10.1M0.17%+54,769+198.6%Added
Wealthfront Advisers LLC82,796$10.2M0.05%+10,916+15.2%Added
1832 Asset Management L.P.83,091$10.2M0.02%−190,952−69.7%Reduced
Waverton Investment Management Ltd83,298$10.2M0.32%−46,917−36.0%Reduced
Beacon Investment Advisory Services, Inc.83,886$10.3M0.50%+3,781+4.7%Added
Churchill Management Corp84,074$10.3M0.21%+84,074New
Aptus Capital Advisors, LLC84,635$10.4M0.30%+26,926+46.7%Added
Capital International Sarl86,277$10.6M0.53%+12,011+16.2%Added
Blair William & Co86,315$10.6M0.04%−3,311−3.7%Reduced
Cetera Advisor Networks LLC87,050$10.7M0.08%−2,126−2.4%Reduced
Fullerton Fund Management Co Ltd.87,121$10.7M0.81%+87,121New
Cullinan Associates Inc87,423$10.7M0.63%+4,672+5.6%Added
Dai-Ichi Life Insurance Company, Ltd88,385$10.9M0.24%+5,888+7.1%Added
Harvard Management Co Inc88,443$10.9M1.14%00.0%Unchanged
Oppenheimer Asset Management Inc.89,962$11.1M0.17%−1,780−1.9%Reduced
Carmel Capital Management L.L.C.90,235$11.1M6.34%+2,295+2.6%Added
Girard Partners Ltd.90,807$11.2M1.23%+7,182+8.6%Added