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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 3 sales; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q2 2023

Institutional positions in Applied Materials Inc as of Jun 30, 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
1,830
+83 vs. Q1 2023
Shares held
670.0M
−17.0M (−2.5%) vs. Q1 2023
Total value
$96.5B
+$12.3B (+14.6%) vs. Q1 2023
New holders
189
650 more added
Sold out
106
711 more reduced

14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,830 institutions
Q1 2021: 1,596 institutionsQ2 2021: 1,648 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: 2,324 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,518 institutions
Value heldQ2 2023: $96.5B
Q1 2021: $98.3BQ2 2021: $101.4BQ3 2021: $90.1BQ4 2021: $110.9BQ1 2022: $90.1BQ2 2022: $60.4BQ3 2022: $54.6BQ4 2022: $65.5BQ1 2023: $84.2BQ2 2023: $96.5BQ3 2023: $93.0BQ4 2023: $111.5BQ1 2024: $140.3BQ2 2024: $157.7BQ3 2024: $133.5BQ4 2024: $105.3BQ1 2025: $91.8BQ2 2025: $115.7BQ3 2025: $130.6BQ4 2025: $170.6BQ1 2026: $219.3BQ2 2026: $477.6B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,518$477.6B
Q1 20262,955$219.3B
Q4 20252,645$170.6B
Q3 20252,362$130.6B
Q2 20252,324$115.7B
Q1 20252,166$91.8B
Q4 20242,240$105.3B
Q3 20242,216$133.5B
Q2 20242,286$157.7B
Q1 20242,221$140.3B
Q4 20232,034$111.5B
Q3 20231,852$93.0B
Q2 20231,830$96.5B
Q1 20231,761$84.2B
Q4 20221,685$65.5B
Q3 20221,561$54.6B
Q2 20221,631$60.4B
Q1 20221,781$90.1B
Q4 20211,846$110.9B
Q3 20211,638$90.1B
Q2 20211,648$101.4B
Q1 20211,596$98.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2023.

Institutions holding AMAT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc73,542,029$10.6B0.25%+323,538+0.4%Added
BlackRock Inc.71,782,658$10.4B0.29%+2,033,896+2.9%Added
State Street Corp38,242,877$5.53B0.29%−191,807−0.5%Reduced
Capital World Investors36,698,147$5.30B1.02%+3,865,159+11.8%Added
Capital International Investors20,882,645$3.02B0.73%+160,472+0.8%Added
Geode Capital Management, LLC16,991,062$2.45B0.29%+1,119,675+7.1%Added
Price T Rowe Associates Inc13,472,106$1.95B0.27%+1,780,155+15.2%Added
Bank of New York Mellon Corp12,030,201$1.74B0.37%+675,126+5.9%Added
FMR LLC11,712,061$1.69B0.14%−11,710,051−50.0%Reduced
Nuveen Asset Management, LLC9,609,330$1.39B0.48%+1,925,722+25.1%Added
Northern Trust Corp9,575,985$1.38B0.27%−754,204−7.3%Reduced
Morgan Stanley9,425,207$1.36B0.13%−1,323,519−12.3%Reduced
Norges Bank8,826,448$1.28B0.25%−6,336−0.1%Reduced
Generation Investment Management LLP8,431,337$1.22B5.90%+943,951+12.6%Added
Ameriprise Financial Inc8,368,402$1.21B0.38%−339,160−3.9%Reduced
Bank of America Corp7,319,248$1.06B0.13%−2,027,500−21.7%Reduced
Matrix Capital Management Company, LP7,052,700$1.02B11.84%+755,000+12.0%Added
Goldman Sachs Group Inc6,966,253$1.01B0.26%+880,433+14.5%Added
Davis Selected Advisers6,945,026$1.00B6.12%−198,493−2.8%Reduced
Pictet Asset Management SA6,632,741$958.7M1.14%−1,060,936−13.8%Reduced
Legal & General Group Plc6,334,618$915.6M0.30%+41,943+0.7%Added
Invesco Ltd.6,211,604$897.8M0.24%−1,103,795−15.1%Reduced
Deutsche Bank AG6,209,384$897.5M0.48%−1,808,419−22.6%Reduced
Massachusetts Financial Services Co5,968,475$862.7M0.28%+1,340,250+29.0%Added
Parnassus Investments5,673,885$820.1M1.90%+42,162+0.7%Added
UBS Asset Management Americas Inc5,715,598$702.0M0.34%00.0%Unchanged
Amundi4,730,944$688.2M0.35%−64,909−1.4%Reduced
American Century Companies Inc4,738,049$684.8M0.52%−408,038−7.9%Reduced
Swedbank AB4,449,368$643.1M1.13%−317,070−6.7%Reduced
Lazard Asset Management LLC4,423,444$639.4M0.79%−1,127,648−20.3%Reduced
Charles Schwab Investment Management Inc4,422,785$639.3M0.18%+10,604+0.2%Added
Fisher Asset Management, LLC4,278,079$618.4M0.34%+112,860+2.7%Added
Dimensional Fund Advisors LP4,094,788$591.9M0.19%+113,306+2.8%Added
Barclays PLC3,892,930$562.7M0.37%+1,408,716+56.7%Added
UBS Group AG3,793,904$548.4M0.24%+160,640+4.4%Added
Primecap Management Co3,730,483$539.2M0.45%−217,700−5.5%Reduced
Cantillon Capital Management LLC3,574,017$516.6M3.61%+214,238+6.4%Added
Van Eck Associates Corp3,497,067$505.5M1.11%+27,636+0.8%Added
Franklin Resources Inc3,406,605$492.4M0.23%−394,039−10.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,170,262$458.2M0.36%−397,306−11.1%Reduced
Menora Mivtachim Holdings Ltd.3,115,970$450.4M4.16%+150,000+5.1%Added
FIL Ltd3,072,213$444.1M0.50%−106,907−3.4%Reduced
Swiss National Bank3,052,200$441.2M0.30%−362,100−10.6%Reduced
Boston Partners3,004,081$434.2M0.58%−859,345−22.2%Reduced
Impax Asset Management Group plc2,848,770$411.3M1.65%+135,343+5.0%Added
JPMorgan Chase & Co2,803,682$405.2M0.05%+369,919+15.2%Added
Alliancebernstein L.P.2,769,212$400.3M0.16%−99,183−3.5%Reduced
Egerton Capital (UK) LLP2,629,188$380.0M3.92%−92,953−3.4%Reduced
Ensign Peak Advisors, Inc2,621,943$379.0M0.77%−129,177−4.7%Reduced
Voya Investment Management LLC2,435,991$352.1M0.36%−267,275−9.9%Reduced
Allianz Asset Management GmbH2,313,918$334.5M0.70%+203,933+9.7%Added
New York State Common Retirement Fund2,249,377$325.1M0.42%−27,668−1.2%Reduced
Coatue Management LLCSuperinvestorCoatue Management2,162,584$312.6M1.53%+90,194+4.4%Added
California Public Employees Retirement System2,155,090$311.5M0.27%−90,197−4.0%Reduced
Royal Bank of Canada2,150,259$310.8M0.09%−413,887−16.1%Reduced
HSBC Holdings PLC2,121,768$306.9M0.33%+473,752+28.7%Added
Wells Fargo & Company2,027,530$293.1M0.09%−30,402−1.5%Reduced
Citigroup Inc1,952,215$282.2M0.36%+393,271+25.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,892,188$273.5M0.43%−4,383,649−69.8%Reduced
Putnam Investments LLC1,817,291$262.7M0.39%−372,252−17.0%Reduced
LSV Asset Management1,786,460$258.2M0.57%−81,833−4.4%Reduced
Rafferty Asset Management, LLC1,740,450$251.6M1.42%+215,244+14.1%Added
Credit Suisse AG1,715,536$248.0M0.25%−210,503−10.9%Reduced
Nordea Investment Management AB1,693,151$245.7M0.34%+8,684+0.5%Added
Jennison Associates LLC1,687,170$243.9M0.20%+75,484+4.7%Added
Rhumbline Advisers1,671,860$241.7M0.27%+13,580+0.8%Added
National Pension Service1,647,364$237.6M0.38%+209,794+14.6%Added
Lord, Abbett & Co. LLC1,446,332$209.1M0.36%−2,778−0.2%Reduced
DekaBank Deutsche Girozentrale1,425,244$206.7M0.46%+199,517+16.3%Added
Naya Capital Management UK Ltd1,412,918$204.2M21.01%+794,922+128.6%Added
Toronto Dominion Bank1,401,280$202.4M0.15%+915,932+188.7%Added
California State Teachers Retirement System1,398,181$202.1M0.29%−47,866−3.3%Reduced
Man Group plc1,303,663$188.4M0.58%––
First Trust Advisors LP1,274,800$184.3M0.21%+155,090+13.9%Added
Macquarie Group Ltd1,208,210$174.6M0.20%−104,705−8.0%Reduced
Principal Financial Group Inc1,141,377$165.0M0.11%−13,441−1.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,118,703$161.7M0.71%+130,772+13.2%Added
Mirae Asset Global Investments Co., Ltd.1,097,652$158.6M0.34%−199,861−15.4%Reduced
Harding Loevner LP1,075,639$155.5M0.91%−204,570−16.0%Reduced
Vontobel Holding Ltd.1,073,508$155.2M1.36%+14,130+1.3%Added
Mitsubishi UFJ Trust & Banking Corp1,071,770$154.9M0.36%+39,871+3.9%Added
Great West Life Assurance Co1,043,904$151.6M0.36%−100,365−8.8%Reduced
BNP Paribas Arbitrage, SA1,041,306$150.5M0.30%−36,737−3.4%Reduced
Neuberger Berman Group LLC1,033,116$149.2M0.13%+213,764+26.1%Added
Bank of Montreal997,451$144.5M0.05%+63,138+6.8%Added
Caisse de Depot Et Placement du Quebec989,135$143.0M0.38%+34,113+3.6%Added
Vulcan Value Partners, LLC984,443$142.3M1.79%−865,043−46.8%Reduced
KBC Group NV977,437$141.3M0.58%+114,167+13.2%Added
Prudential Financial Inc971,872$140.5M0.20%+187,983+24.0%Added
Janus Henderson Group PLC961,101$138.9M0.09%+68,127+7.6%Added
State Board of Administration of Florida Retirement System949,957$137.3M0.30%−47,180−4.7%Reduced
Royal London Asset Management Ltd942,020$136.1M0.44%+189,056+25.1%Added
Abrams Bison Investments, LLC924,000$133.6M13.39%00.0%Unchanged
Envestnet Asset Management Inc918,364$132.7M0.06%−1,956,489−68.1%Reduced
State of Wisconsin Investment Board904,675$130.8M0.37%−21,449−2.3%Reduced
New York State Teachers Retirement System885,355$128.0M0.29%−47,619−5.1%Reduced
ProShare Advisors LLC880,369$127.2M0.37%−35,698−3.9%Reduced
Los Angeles Capital Management LLC872,618$126.1M0.51%+48,446+5.9%Added
APG Asset Management N.V.942,981$124.9M0.25%−20,279−2.1%Reduced
TD Asset Management Inc864,013$124.9M0.14%−66,301−7.1%Reduced