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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 38,455 | $5.56M | 2.46% | +1,322+3.6% | Added |
| Thompson Siegel & Walmsley LLC | 38,570 | $5.58M | 0.09% | −32−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 38,979 | $5.61M | 0.55% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 38,845 | $5.61M | 0.67% | +38,845 | New |
| E. Ohman J:or Asset Management AB | 38,932 | $5.63M | 0.20% | +900+2.4% | Added |
| First Community Trust NA | 38,978 | $5.63M | 6.30% | −70.0% | Reduced |
| Lighthouse Investment Partners, LLC | 39,133 | $5.66M | 0.43% | +28,554+269.9% | Added |
| Greenleaf Trust | 39,660 | $5.73M | 0.06% | −563−1.4% | Reduced |
| Toroso Investments, LLC | 39,692 | $5.74M | 0.17% | +3,234+8.9% | Added |
| Horizon Investment Services, LLC | 39,836 | $5.76M | 3.52% | −74−0.2% | Reduced |
| DuPont Capital Management Corp | 39,837 | $5.76M | 0.28% | −82−0.2% | Reduced |
| GAM Holding AG | 39,976 | $5.78M | 0.40% | −51−0.1% | Reduced |
| Pathstone Family Office, LLC | 39,477 | $5.79M | 0.08% | −273−0.7% | Reduced |
| Banque Cantonale Vaudoise | 40,433 | $5.84M | 0.27% | −10,304−20.3% | Reduced |
| New Mexico Educational Retirement Board | 40,986 | $5.92M | 0.26% | +1,200+3.0% | Added |
| EP Wealth Advisors, LLC | 35,788 | $5.95M | 0.09% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41,512 | $6.00M | 0.38% | +10,265+32.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,754 | $6.04M | 5.16% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 42,000 | $6.07M | 1.54% | +3,300+8.5% | Added |
| Steward Partners Investment Advisory, LLC | 42,072 | $6.08M | 0.09% | +1,587+3.9% | Added |
| EverSource Wealth Advisors, LLC | 42,107 | $6.09M | 0.67% | +4,355+11.5% | Added |
| Veritable, L.P. | 42,131 | $6.09M | 0.10% | −3,672−8.0% | Reduced |
| GWM Advisors LLC | 42,440 | $6.13M | 0.07% | +1,186+2.9% | Added |
| American National Bank | 42,570 | $6.15M | 1.04% | +1,287+3.1% | Added |
| Ascent Wealth Partners, LLC | 44,368 | $6.20M | 1.09% | +2,965+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 42,975 | $6.21M | 0.09% | +1,117+2.7% | Added |
| Azzad Asset Management Inc | 43,222 | $6.25M | 0.84% | −316−0.7% | Reduced |
| Plimoth Trust Co LLC | 44,025 | $6.36M | 1.90% | −325−0.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 43,862 | $6.38M | 0.31% | +43,862 | New |
| Freestone Capital Holdings, LLC | 44,257 | $6.40M | 0.26% | −420−0.9% | Reduced |
| Connectus Wealth, LLC | 44,345 | $6.41M | 0.15% | +9,923+28.8% | Added |
| Taylor Hoffman Wealth Management | 44,357 | $6.41M | 3.20% | −621−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,414 | $6.42M | 0.67% | −4,400−9.0% | Reduced |
| Palmer Knight Co | 44,455 | $6.43M | 3.86% | +1,222+2.8% | Added |
| Beech Hill Advisors, Inc. | 44,489 | $6.43M | 3.13% | −4,489−9.2% | Reduced |
| Kestra Advisory Services, LLC | 44,877 | $6.49M | 0.06% | +974+2.2% | Added |
| Avitas Wealth Management LLC | 45,377 | $6.56M | 1.19% | +187+0.4% | Added |
| Kinneret Advisory, LLC | 45,503 | $6.58M | 0.78% | 00.0% | Unchanged |
| Meritage Portfolio Management | 45,545 | $6.58M | 0.47% | +45,545 | New |
| Smithbridge Asset Management Inc | 45,570 | $6.59M | 1.54% | −63−0.1% | Reduced |
| Ninety One UK Ltd | 45,650 | $6.60M | 0.02% | −214−0.5% | Reduced |
| Symmetry Investments LP | 45,868 | $6.63M | 1.91% | +45,868 | New |
| Advisor Partners II, LLC | 45,935 | $6.64M | 0.31% | +2,690+6.2% | Added |
| Guinness Atkinson Asset Management Inc | 46,092 | $6.66M | 3.53% | −1,013−2.2% | Reduced |
| Segall Bryant & Hamill, LLC | 46,361 | $6.70M | 0.07% | −2,753−5.6% | Reduced |
| Jessup Wealth Management, Inc | 46,574 | $6.73M | 3.60% | +43,765+1,558.0% | Added |
| Choate Investment Advisors | 46,900 | $6.78M | 0.28% | +696+1.5% | Added |
| Congress Wealth Management LLC | 46,901 | $6.78M | 0.16% | −3,942−7.8% | Reduced |
| L & S Advisors Inc | 48,100 | $6.95M | 0.93% | +48,100 | New |
| Davenport & Co LLC | 48,303 | $6.98M | 0.05% | +7,167+17.4% | Added |
| Northwest Bancshares, Inc. | 48,793 | $7.05M | 1.28% | −1,545−3.1% | Reduced |
| Univest Financial Corp | 48,972 | $7.08M | 2.14% | −750−1.5% | Reduced |
| Commerce Bank | 48,999 | $7.08M | 0.05% | +1,945+4.1% | Added |
| Flputnam Investment Management Co | 49,051 | $7.09M | 0.19% | +22,449+84.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 49,500 | $7.15M | 0.17% | −79,500−61.6% | Reduced |
| FourThought Financial Partners, LLC | 49,502 | $7.16M | 0.94% | −367−0.7% | Reduced |
| Signet Financial Management, LLC | 49,583 | $7.17M | 1.13% | −114−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 49,954 | $7.22M | 0.10% | +4,881+10.8% | Added |
| Antipodes Partners Ltd | 50,620 | $7.32M | 0.25% | −24,226−32.4% | Reduced |
| Tiaa, FSB | 50,715 | $7.33M | 0.03% | −1,418−2.7% | Reduced |
| First Citizens Bank & Trust Co | 50,871 | $7.35M | 0.14% | +9,747+23.7% | Added |
| KCM Investment Advisors LLC | 51,368 | $7.42M | 0.30% | −4,433−7.9% | Reduced |
| Compass Wealth Management LLC | 51,496 | $7.44M | 2.25% | −295−0.6% | Reduced |
| TownSquare Capital, LLC | 51,735 | $7.48M | 0.14% | −5,602−9.8% | Reduced |
| WoodTrust Financial Corp | 52,071 | $7.53M | 1.39% | −1,353−2.5% | Reduced |
| Sycomore Asset Management | 52,402 | $7.55M | 1.76% | +22,737+76.6% | Added |
| Carnegie Capital Asset Management, LLC | 52,567 | $7.60M | 0.28% | +8,250+18.6% | Added |
| Summit Street Capital Management, LLC | 52,581 | $7.60M | 3.58% | +8,554+19.4% | Added |
| Blume Capital Management, Inc. | 52,837 | $7.64M | 2.25% | −4,202−7.4% | Reduced |
| Burney Co | 52,884 | $7.64M | 0.35% | +1,881+3.7% | Added |
| Greenwich Wealth Management LLC | 53,219 | $7.69M | 0.81% | −47−0.1% | Reduced |
| Brinker Capital Investments, LLC | 54,014 | $7.81M | 0.08% | +14,251+35.8% | Added |
| Orion Portfolio Solutions, LLC | 54,014 | $7.81M | 0.08% | +14,251+35.8% | Added |
| Pallas Capital Advisors LLC | 54,055 | $7.86M | 0.36% | −18,685−25.7% | Reduced |
| SFMG, LLC | 54,683 | $7.90M | 0.81% | +188+0.3% | Added |
| Federated Hermes, Inc. | 54,687 | $7.90M | 0.02% | +1,191+2.2% | Added |
| Colonial Trust Advisors | 54,922 | $7.94M | 0.88% | +1,472+2.8% | Added |
| Arrowstreet Capital, Limited Partnership | 55,477 | $8.02M | 0.01% | +46,213+498.8% | Added |
| Brown Advisory Inc | 56,069 | $8.10M | 0.01% | +12,059+27.4% | Added |
| William Allan, LLC | 56,120 | $8.11M | 6.21% | −860−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,268 | $8.13M | 0.14% | −867−1.5% | Reduced |
| Sandler Capital Management | 56,413 | $8.15M | 1.00% | +1,734+3.2% | Added |
| Cresset Asset Management, LLC | 56,424 | $8.16M | 0.06% | +37,693+201.2% | Added |
| Cornerstone Advisors, LLC | 56,600 | $8.18M | 0.39% | −2,400−4.1% | Reduced |
| Marshall Wace, LLP | 56,600 | $8.18M | 0.02% | +9,278+19.6% | Added |
| Synovus Financial Corp | 57,513 | $8.31M | 0.09% | −559−1.0% | Reduced |
| Larson Financial Group LLC | 57,556 | $8.32M | 0.83% | −150.0% | Reduced |
| Chiron Investment Management, LLC | 57,682 | $8.34M | 2.34% | −118,634−67.3% | Reduced |
| Oppenheimer & Co Inc | 58,243 | $8.42M | 0.17% | −6,865−10.5% | Reduced |
| 3G Capital Partners LP | 58,500 | $8.46M | 8.54% | +58,500 | New |
| Westpac Banking Corp | 58,560 | $8.46M | 0.60% | −93,614−61.5% | Reduced |
| Cinctive Capital Management LP | 59,038 | $8.53M | 0.33% | +27,006+84.3% | Added |
| F&V Capital Management, LLC | 60,011 | $8.67M | 2.80% | +3,945+7.0% | Added |
| Glassy Mountain Advisors, Inc. | 60,113 | $8.69M | 3.87% | +60,113 | New |
| Hartford Investment Management Co | 60,622 | $8.76M | 0.33% | −11,670−16.1% | Reduced |
| General American Investors Co Inc | 61,652 | $8.91M | 0.78% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 62,000 | $8.96M | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 62,033 | $8.97M | 0.16% | −2,269−3.5% | Reduced |
| National Asset Management, Inc. | 62,368 | $9.01M | 0.20% | +49,245+375.3% | Added |
| LVM Capital Management Ltd | 62,680 | $9.06M | 1.21% | −815−1.3% | Reduced |