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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 555,090 | $80.2M | 1.28% | +553,337+31,565.1% | Added |
| Brandes Investment Partners, LP | 570,589 | $82.5M | 1.66% | −26,874−4.5% | Reduced |
| Woodline Partners LP | 571,167 | $82.6M | 0.98% | +571,167 | New |
| Employees Provident Fund Board | 580,151 | $83.9M | 1.99% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 583,472 | $84.3M | 0.87% | −51,801−8.2% | Reduced |
| Argent Capital Management LLC | 588,790 | $85.1M | 2.76% | −6,265−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 603,044 | $87.1M | 0.34% | −124,699−17.1% | Reduced |
| Epoch Investment Partners, Inc. | 603,585 | $87.2M | 0.50% | −42,272−6.5% | Reduced |
| XN LP | 609,462 | $88.1M | 8.44% | +34,543+6.0% | Added |
| Abn Amro Investment Solutions | 630,814 | $91.2M | 1.82% | −2,615−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 640,549 | $92.6M | 0.05% | +11,335+1.8% | Added |
| Nomura Asset Management Co Ltd | 641,747 | $92.8M | 0.43% | +70,444+12.3% | Added |
| Bristol Gate Capital Partners Inc. | 658,369 | $95.2M | 5.00% | −120,874−15.5% | Reduced |
| AXA S.A. | 662,164 | $95.7M | 0.32% | +40,280+6.5% | Added |
| Truist Financial Corp | 676,404 | $97.8M | 0.16% | +51,928+8.3% | Added |
| Standard Life Aberdeen plc | 680,521 | $98.4M | 0.23% | +42,957+6.7% | Added |
| Clark Capital Management Group, Inc. | 684,254 | $98.9M | 0.88% | +19,977+3.0% | Added |
| Manning & Napier Group, LLC | 699,091 | $101.0M | 1.15% | −11,070−1.6% | Reduced |
| Toronto Dominion Bank | 700,640 | $101.2M | 0.15% | +215,292+44.4% | Added |
| Lord, Abbett & Co. LLC | 723,166 | $104.5M | 0.36% | −1,389−0.2% | Reduced |
| US Bancorp | 724,656 | $104.7M | 0.17% | −11,344−1.5% | Reduced |
| Stifel Financial Corp | 734,204 | $106.1M | 0.15% | +546+0.1% | Added |
| Renaissance Technologies LLC | 749,048 | $108.3M | 0.16% | +243,900+48.3% | Added |
| Adage Capital Partners GP, L.L.C. | 751,388 | $108.6M | 0.24% | +101,187+15.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 760,650 | $109.9M | 0.23% | +37,177+5.1% | Added |
| Close Asset Management Ltd | 770,944 | $111.4M | 5.23% | +3,773+0.5% | Added |
| Thrivent Financial for Lutherans | 808,394 | $116.8M | 0.27% | −4,499−0.6% | Reduced |
| Panagora Asset Management Inc | 815,319 | $117.8M | 0.69% | +282,300+53.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 815,987 | $117.9M | 0.70% | −4,769−0.6% | Reduced |
| AQR Capital Management LLC | 815,993 | $117.9M | 0.25% | +40,334+5.2% | Added |
| Raymond James & Associates | 842,701 | $121.8M | 0.10% | −31,736−3.6% | Reduced |
| Victory Capital Management Inc | 844,461 | $122.1M | 0.13% | +60,519+7.7% | Added |
| TD Asset Management Inc | 864,013 | $124.9M | 0.14% | −66,301−7.1% | Reduced |
| APG Asset Management N.V. | 942,981 | $124.9M | 0.25% | −20,279−2.1% | Reduced |
| Los Angeles Capital Management LLC | 872,618 | $126.1M | 0.51% | +48,446+5.9% | Added |
| ProShare Advisors LLC | 880,369 | $127.2M | 0.37% | −35,698−3.9% | Reduced |
| New York State Teachers Retirement System | 885,355 | $128.0M | 0.29% | −47,619−5.1% | Reduced |
| State of Wisconsin Investment Board | 904,675 | $130.8M | 0.37% | −21,449−2.3% | Reduced |
| Envestnet Asset Management Inc | 918,364 | $132.7M | 0.06% | −1,956,489−68.1% | Reduced |
| Abrams Bison Investments, LLC | 924,000 | $133.6M | 13.39% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 942,020 | $136.1M | 0.44% | +189,056+25.1% | Added |
| State Board of Administration of Florida Retirement System | 949,957 | $137.3M | 0.30% | −47,180−4.7% | Reduced |
| Janus Henderson Group PLC | 961,101 | $138.9M | 0.09% | +68,127+7.6% | Added |
| Prudential Financial Inc | 971,872 | $140.5M | 0.20% | +187,983+24.0% | Added |
| KBC Group NV | 977,437 | $141.3M | 0.58% | +114,167+13.2% | Added |
| Vulcan Value Partners, LLC | 984,443 | $142.3M | 1.79% | −865,043−46.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 989,135 | $143.0M | 0.38% | +34,113+3.6% | Added |
| Bank of Montreal | 997,451 | $144.5M | 0.09% | +63,138+6.8% | Added |
| Neuberger Berman Group LLC | 1,033,116 | $149.2M | 0.13% | +213,764+26.1% | Added |
| BNP Paribas Arbitrage, SA | 1,041,306 | $150.5M | 0.30% | −36,737−3.4% | Reduced |
| Great West Life Assurance Co | 1,043,904 | $151.6M | 0.36% | −100,365−8.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,071,770 | $154.9M | 0.36% | +39,871+3.9% | Added |
| Vontobel Holding Ltd. | 1,073,508 | $155.2M | 1.36% | +14,130+1.3% | Added |
| Harding Loevner LP | 1,075,639 | $155.5M | 0.91% | −204,570−16.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,097,652 | $158.6M | 0.34% | −199,861−15.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,118,703 | $161.7M | 0.71% | +130,772+13.2% | Added |
| Principal Financial Group Inc | 1,141,377 | $165.0M | 0.11% | −13,441−1.2% | Reduced |
| Macquarie Group Ltd | 1,208,210 | $174.6M | 0.20% | −104,705−8.0% | Reduced |
| First Trust Advisors LP | 1,274,800 | $184.3M | 0.21% | +155,090+13.9% | Added |
| Man Group plc | 1,303,663 | $188.4M | 0.58% | – | – |
| California State Teachers Retirement System | 1,398,181 | $202.1M | 0.29% | −47,866−3.3% | Reduced |
| Naya Capital Management UK Ltd | 1,412,918 | $204.2M | 21.01% | +794,922+128.6% | Added |
| DekaBank Deutsche Girozentrale | 1,425,244 | $206.7M | 0.46% | +199,517+16.3% | Added |
| National Pension Service | 1,647,364 | $237.6M | 0.38% | +209,794+14.6% | Added |
| Rhumbline Advisers | 1,671,860 | $241.7M | 0.27% | +13,580+0.8% | Added |
| Jennison Associates LLC | 1,687,170 | $243.9M | 0.20% | +75,484+4.7% | Added |
| Nordea Investment Management AB | 1,693,151 | $245.7M | 0.34% | +8,684+0.5% | Added |
| Credit Suisse AG | 1,715,536 | $248.0M | 0.25% | −210,503−10.9% | Reduced |
| Rafferty Asset Management, LLC | 1,740,450 | $251.6M | 1.42% | +215,244+14.1% | Added |
| LSV Asset Management | 1,786,460 | $258.2M | 0.57% | −81,833−4.4% | Reduced |
| Putnam Investments LLC | 1,817,291 | $262.7M | 0.39% | −372,252−17.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,892,188 | $273.5M | 0.43% | −4,383,649−69.8% | Reduced |
| Citigroup Inc | 1,952,215 | $282.2M | 0.36% | +393,271+25.2% | Added |
| Wells Fargo & Company | 2,027,530 | $293.1M | 0.09% | −30,402−1.5% | Reduced |
| HSBC Holdings PLC | 2,121,768 | $306.9M | 0.33% | +473,752+28.7% | Added |
| Royal Bank of Canada | 2,150,259 | $310.8M | 0.09% | −413,887−16.1% | Reduced |
| California Public Employees Retirement System | 2,155,090 | $311.5M | 0.27% | −90,197−4.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,162,584 | $312.6M | 1.53% | +90,194+4.4% | Added |
| New York State Common Retirement Fund | 2,249,377 | $325.1M | 0.42% | −27,668−1.2% | Reduced |
| Allianz Asset Management GmbH | 2,313,918 | $334.5M | 0.70% | +203,933+9.7% | Added |
| Voya Investment Management LLC | 2,435,991 | $352.1M | 0.36% | −267,275−9.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,621,943 | $379.0M | 0.77% | −129,177−4.7% | Reduced |
| Egerton Capital (UK) LLP | 2,629,188 | $380.0M | 3.92% | −92,953−3.4% | Reduced |
| Alliancebernstein L.P. | 2,769,212 | $400.3M | 0.16% | −99,183−3.5% | Reduced |
| JPMorgan Chase & Co | 2,803,682 | $405.2M | 0.05% | +369,919+15.2% | Added |
| Impax Asset Management Group plc | 2,848,770 | $411.3M | 1.65% | +135,343+5.0% | Added |
| Boston Partners | 3,004,081 | $434.2M | 0.58% | −859,345−22.2% | Reduced |
| Swiss National Bank | 3,052,200 | $441.2M | 0.30% | −362,100−10.6% | Reduced |
| FIL Ltd | 3,072,213 | $444.1M | 0.50% | −106,907−3.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,115,970 | $450.4M | 4.16% | +150,000+5.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,170,262 | $458.2M | 0.36% | −397,306−11.1% | Reduced |
| Franklin Resources Inc | 3,406,605 | $492.4M | 0.23% | −394,039−10.4% | Reduced |
| Van Eck Associates Corp | 3,497,067 | $505.5M | 1.11% | +27,636+0.8% | Added |
| Cantillon Capital Management LLC | 3,574,017 | $516.6M | 3.61% | +214,238+6.4% | Added |
| Primecap Management Co | 3,730,483 | $539.2M | 0.45% | −217,700−5.5% | Reduced |
| UBS Group AG | 3,793,904 | $548.4M | 0.24% | +160,640+4.4% | Added |
| Barclays PLC | 3,892,930 | $562.7M | 0.37% | +1,408,716+56.7% | Added |
| Dimensional Fund Advisors LP | 4,094,788 | $591.9M | 0.19% | +113,306+2.8% | Added |
| Fisher Asset Management, LLC | 4,278,079 | $618.4M | 0.34% | +112,860+2.7% | Added |
| Charles Schwab Investment Management Inc | 4,422,785 | $639.3M | 0.18% | +10,604+0.2% | Added |