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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, 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
668.5M
−4.98M (−0.7%) vs. Q1 2023
Total value
$96.3B
+$13.8B (+16.7%) 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: 1,597 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 heldQ2 2023: $96.3B
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, 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
Perigon Wealth Management, LLC25,657$3.71M0.15%+13,186+105.7%Added
Private Advisor Group, LLC25,336$3.71M0.03%−76−0.3%Reduced
Harvest Volatility Management LLC25,856$3.74M0.75%−4,481−14.8%Reduced
KCS Wealth Advisory26,387$3.81M1.32%−278−1.0%Reduced
Koshinski Asset Management, Inc.26,524$3.83M0.41%−18,380−40.9%Reduced
Northwestern Mutual Investment Management Company, LLC26,658$3.85M0.10%+158+0.6%Added
Fragasso Group Inc.26,714$3.86M0.41%+21,511+413.4%Added
Azimuth Capital Investment Management LLC26,745$3.87M0.18%−1,545−5.5%Reduced
Colonial Trust Co26,831$3.88M0.93%−80−0.3%Reduced
Bailard, Inc.26,930$3.89M0.14%+796+3.0%Added
ExodusPoint Capital Management, LP26,996$3.90M0.05%−115,531−81.1%Reduced
Woodstock Corp27,111$3.92M0.46%+855+3.3%Added
Allen Mooney & Barnes Investment Advisors LLC27,198$3.93M0.87%−28−0.1%Reduced
Pflug Koory, LLC27,286$3.94M2.01%00.0%Unchanged
River & Mercantile Asset Management LLP27,290$3.94M0.78%−5,965−17.9%Reduced
Eliot Finkel Investment Counsel, LLC27,350$3.95M2.51%−400−1.4%Reduced
Midwest Professional Planners, LTD.27,368$3.96M1.73%+1,406+5.4%Added
Lombard Odier Asset Management (Europe) Ltd27,446$3.97M0.19%−3,049−10.0%Reduced
Cullen Capital Management LLC27,449$3.97M0.04%−1,689−5.8%Reduced
Calamos Wealth Management LLC27,573$3.99M0.29%−2,424−8.1%Reduced
AIA Group Ltd27,757$4.01M0.19%+11,396+69.7%Added
Legacy CG, LLC27,772$4.01M1.97%+275+1.0%Added
Massmutual Trust Co FSB27,892$4.03M0.14%+290+1.1%Added
Empirical Finance, LLC27,923$4.04M0.31%+2,664+10.5%Added
Glenview Trust Co27,950$4.04M0.11%−238−0.8%Reduced
Sepio Capital, LP27,917$4.06M0.33%+1,124+4.2%Added
Advisory Services Network, LLC28,128$4.07M0.11%−5,686−16.8%Reduced
Americana Partners, LLC28,264$4.09M0.53%−413−1.4%Reduced
Ameritas Investment Partners, Inc.28,380$4.10M0.15%+130.0%Added
Wetherby Asset Management Inc28,456$4.11M0.22%−506−1.7%Reduced
Advisors Asset Management, Inc.28,520$4.12M0.08%+7,902+38.3%Added
Clearstead Advisors, LLC28,610$4.14M0.25%+3,465+13.8%Added
MainStreet Investment Advisors LLC28,701$4.15M0.45%−154−0.5%Reduced
Unison Asset Management LLC28,772$4.16M2.77%+2,099+7.9%Added
TD Private Client Wealth LLC29,070$4.20M0.18%−2,420−7.7%Reduced
Rench Wealth Management, Inc.29,167$4.22M1.85%+684+2.4%Added
Capital Group Investment Management Pte. Ltd.29,191$4.22M0.21%+7,080+32.0%Added
Family Legacy, Inc.29,206$4.22M1.70%−133−0.5%Reduced
Cubic Asset Management, LLC29,267$4.23M1.14%−1,875−6.0%Reduced
Peloton Wealth Strategists29,320$4.24M1.88%−210−0.7%Reduced
FORA Capital, LLC29,444$4.26M0.60%+29,444New
Argonautica Private Wealth Management, Inc29,543$4.27M1.92%+2,664+9.9%Added
Silver Lake Advisory, LLC29,563$4.27M2.28%−256−0.9%Reduced
Regions Financial Corp29,624$4.28M0.04%−1,995−6.3%Reduced
Sawtooth Solutions, LLC29,838$4.31M0.12%−1,250−4.0%Reduced
Bleakley Financial Group, LLC29,916$4.32M0.13%−1,114−3.6%Reduced
Weiss Multi-Strategy Advisers LLC30,000$4.34M0.09%+30,000New
Ascension Asset Management LLC30,086$4.35M2.66%+30,086New
Metis Global Partners, LLC30,242$4.37M0.24%−2,191−6.8%Reduced
Kentucky Retirement Systems Insurance Trust Fund30,338$4.38M0.33%+339+1.1%Added
1832 Asset Management L.P.30,370$4.39M0.01%−52,721−63.4%Reduced
Cambridge Trust Co30,962$4.48M0.20%+80.0%Added
Eagle Asset Management Inc31,147$4.50M0.03%−17,606−36.1%Reduced
NJ State Employees Deferred Compensation Plan31,200$4.51M0.65%00.0%Unchanged
CWM, LLC31,254$4.52M0.03%+2,416+8.4%Added
Bonness Enterprises Inc31,300$4.52M2.04%00.0%Unchanged
Unigestion Holding SA31,455$4.54M0.26%−4,801−13.2%Reduced
Level Four Advisory Services, LLC31,739$4.59M0.28%+487+1.6%Added
D L Carlson Investment Group Inc32,149$4.65M0.89%+3,732+13.1%Added
Montag A & Associates Inc32,465$4.69M0.29%+596+1.9%Added
Balyasny Asset Management LLC33,189$4.80M0.01%−233,878−87.6%Reduced
Trustco Bank Corp N Y33,255$4.81M5.17%−2,035−5.8%Reduced
Cyndeo Wealth Partners, LLC33,339$4.82M0.50%+19,325+137.9%Added
Red Spruce Capital, LLC33,401$4.83M2.60%−3,887−10.4%Reduced
Bank Ozk33,440$4.83M2.30%−4,917−12.8%Reduced
Efg Capital International Corp.33,608$4.86M1.12%+33,608New
EFG Asset Management (Americas) Corp.33,608$4.86M1.12%+33,608New
Evergreen Capital Management LLC33,688$4.87M0.20%+983+3.0%Added
Kelly Lawrence W & Associates Inc35,868$4.97M1.28%−2,594−6.7%Reduced
Hohimer Wealth Management, LLC34,725$5.02M1.39%−1,291−3.6%Reduced
Kovitz Investment Group Partners, LLC34,732$5.02M0.07%−12,732−26.8%Reduced
Bessemer Group Inc34,743$5.02M0.01%+4,394+14.5%Added
Leelyn Smith, LLC34,794$5.03M1.21%+87+0.3%Added
First American Bank35,046$5.07M0.44%+2,071+6.3%Added
Petredis Investment Advisors LLC35,175$5.08M0.70%−120.0%Reduced
Aureus Asset Management, LLC35,203$5.09M0.38%−532−1.5%Reduced
Ingalls & Snyder LLC35,410$5.12M0.25%−150−0.4%Reduced
Penserra Capital Management LLC35,581$5.14M0.10%−21,715−37.9%Reduced
Citizens National Bank Trust Department35,613$5.15M1.36%+420+1.2%Added
United Capital Management of KS, Inc.35,738$5.17M1.65%+616+1.8%Added
Jefferies Financial Group Inc.35,850$5.18M0.11%−29,100−44.8%Reduced
Hartford Financial Management Inc.35,976$5.20M1.29%−3,486−8.8%Reduced
Marco Investment Management LLC36,012$5.21M0.56%+90.0%Added
Jag Capital Management, LLC36,052$5.21M0.60%+605+1.7%Added
Carret Asset Management, LLC36,097$5.22M0.69%−209−0.6%Reduced
Integrated Wealth Concepts LLC36,269$5.24M0.09%+5,156+16.6%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group36,500$5.28M2.44%−13,500−27.0%Reduced
Exchange Traded Concepts, LLC36,684$5.30M0.13%+1,521+4.3%Added
Great Lakes Advisors, LLC36,803$5.32M0.05%+5,361+17.1%Added
Metropolitan Life Insurance Co36,829$5.32M0.26%−879−2.3%Reduced
Pacifica Partners Inc.37,621$5.35M3.03%+7,153+23.5%Added
Hall Laurie J Trustee37,178$5.37M2.13%−350−0.9%Reduced
Perpetual Ltd37,234$5.38M0.05%−11,985−24.4%Reduced
Conning Inc.37,263$5.39M0.18%−8,086−17.8%Reduced
Atria Investments LLC37,371$5.40M0.10%−1,668−4.3%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management37,467$5.42M0.22%+28,065+298.5%Added
Naples Global Advisors, LLC37,781$5.46M0.64%−973−2.5%Reduced
Park Avenue Securities LLC38,182$5.52M0.09%+1,496+4.1%Added
Wellington Management Group LLP38,217$5.52M0.00%+16,987+80.0%Added
Flossbach Von Storch AG38,416$5.55M0.02%+38,416New