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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
Lazard Asset Management LLC4,423,444$639.4M0.79%−1,127,648−20.3%Reduced
Swedbank AB4,449,368$643.1M1.13%−317,070−6.7%Reduced
American Century Companies Inc4,738,049$684.8M0.52%−408,038−7.9%Reduced
Amundi4,730,944$688.2M0.35%−64,909−1.4%Reduced
UBS Asset Management Americas Inc5,715,598$702.0M0.34%00.0%Unchanged
Parnassus Investments5,673,885$820.1M1.90%+42,162+0.7%Added
Massachusetts Financial Services Co5,968,475$862.7M0.28%+1,340,250+29.0%Added
Deutsche Bank AG6,209,384$897.5M0.48%−1,808,419−22.6%Reduced
Invesco Ltd.6,211,604$897.8M0.24%−1,103,795−15.1%Reduced
Legal & General Group Plc6,334,618$915.6M0.30%+41,943+0.7%Added
Pictet Asset Management SA6,632,741$958.7M1.14%−1,060,936−13.8%Reduced
Davis Selected Advisers6,945,026$1.00B6.12%−198,493−2.8%Reduced
Goldman Sachs Group Inc6,966,253$1.01B0.26%+880,433+14.5%Added
Matrix Capital Management Company, LP7,052,700$1.02B11.84%+755,000+12.0%Added
Bank of America Corp7,319,248$1.06B0.13%−2,027,500−21.7%Reduced
Ameriprise Financial Inc8,368,402$1.21B0.38%−339,160−3.9%Reduced
Generation Investment Management LLP8,431,337$1.22B5.90%+943,951+12.6%Added
Norges Bank8,826,448$1.28B0.25%−6,336−0.1%Reduced
Morgan Stanley9,425,207$1.36B0.13%−1,323,519−12.3%Reduced
Northern Trust Corp9,575,985$1.38B0.27%−754,204−7.3%Reduced
Nuveen Asset Management, LLC9,609,330$1.39B0.48%+1,925,722+25.1%Added
FMR LLC11,712,061$1.69B0.14%+1,0050.0%Added
Bank of New York Mellon Corp12,030,201$1.74B0.37%+675,126+5.9%Added
Price T Rowe Associates Inc13,472,106$1.95B0.27%+1,780,155+15.2%Added
Geode Capital Management, LLC16,991,062$2.45B0.29%+1,119,675+7.1%Added
Capital International Investors20,882,645$3.02B0.73%+160,472+0.8%Added
Capital World Investors36,698,147$5.30B1.02%+3,865,159+11.8%Added
State Street Corp38,242,877$5.53B0.29%−191,807−0.5%Reduced
BlackRock Inc.71,782,658$10.4B0.29%+2,033,896+2.9%Added
Vanguard Group Inc73,542,029$10.6B0.25%+323,538+0.4%Added
Capital Research Global Investors0$00.00%−7,419,646−100.0%Sold out
Theleme Partners LLP0$00.00%−624,000−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−419,500−100.0%Sold out
Twinbeech Capital LP0$00.00%−302,063−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−245,822−100.0%Sold out
Walleye Capital LLC0$00.00%−213,711−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−183,171−100.0%Sold out
Sanders Capital, LLC0$00.00%−163,642−100.0%Sold out
HRT Financial LP0$00.00%−143,378−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−92,900−100.0%Sold out
Harvard Management Co Inc0$00.00%−88,443−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−87,121−100.0%Sold out
Waverton Investment Management Ltd0$00.00%−83,298−100.0%Sold out
Zimmer Partners, LP0$00.00%−70,000−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−50,000−100.0%Sold out
WS Portfolio Advisory, LLC0$00.00%−39,803−100.0%Sold out
Pearl River Capital, LLC0$00.00%−34,675−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−32,350−100.0%Sold out
Greenland Capital Management LP0$00.00%−30,913−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−23,084−100.0%Sold out
Ally Financial Inc.0$00.00%−21,000−100.0%Sold out
Albar Capital Ltd0$00.00%−20,915−100.0%Sold out
Quadrature Capital Ltd0$00.00%−20,753−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−20,500−100.0%Sold out
MYDA Advisors LLC0$00.00%−20,000−100.0%Sold out
Alight Capital Management LP0$00.00%−20,000−100.0%Sold out
Raine Capital LLC0$00.00%−15,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−14,920−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−12,299−100.0%Sold out
Optimas Capital Ltd0$00.00%−11,700−100.0%Sold out
Cipher Capital LP0$00.00%−11,186−100.0%Sold out
Aigen Investment Management, LP0$00.00%−8,851−100.0%Sold out
CenterBook Partners LP0$00.00%−8,208−100.0%Sold out
Oak Thistle LLC0$00.00%−7,344−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−7,214−100.0%Sold out
Rational Advisors LLC0$00.00%−7,142−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−6,343−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−5,300−100.0%Sold out
Kingfisher Capital LLC0$00.00%−5,206−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−5,123−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−5,000−100.0%Sold out
Atom Investors LP0$00.00%−4,956−100.0%Sold out
Diametric Capital, LP0$00.00%−4,901−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−4,824−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,399−100.0%Sold out
Caas Capital Management LP0$00.00%−4,344−100.0%Sold out
Eschler Asset Management LLP0$00.00%−3,836−100.0%Sold out
ZWJ Investment Counsel Inc0$00.00%−3,693−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,665−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,655−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,510−100.0%Sold out
Westshore Wealth, LLC0$00.00%−3,236−100.0%Sold out
Sowell Financial Services LLC0$00.00%−3,222−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−2,995−100.0%Sold out
Duality Advisers, LP0$00.00%−2,948−100.0%Sold out
LRT Capital Management, LLC0$00.00%−2,872−100.0%Sold out
Financial Advisory Corp0$00.00%−2,807−100.0%Sold out
World Equity Group, Inc.0$00.00%−2,088−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−2,547−100.0%Sold out
Trust Investment Advisors0$00.00%−2,473−100.0%Sold out
Wolff Financial Management LLC0$00.00%−2,470−100.0%Sold out
Columbus Macro, LLC0$00.00%−2,563−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−2,224−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,203−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−2,115−100.0%Sold out
M&G Investment Management Ltd0$00.00%−2,052−100.0%Sold out
IPG Investment Advisors LLC0$00.00%−1,977−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,969−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−1,978−100.0%Sold out
BCK Partners, Inc.0$00.00%−1,938−100.0%Sold out