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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; 3,519 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: 3,519 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 20263,519$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
AQR Capital Management LLC815,993$117.9M0.25%+40,334+5.2%Added
Bank Julius Baer & Co. Ltd, Zurich815,987$117.9M0.70%−4,769−0.6%Reduced
Panagora Asset Management Inc815,319$117.8M0.69%+282,300+53.0%Added
Thrivent Financial for Lutherans808,394$116.8M0.27%−4,499−0.6%Reduced
Close Asset Management Ltd770,944$111.4M5.23%+3,773+0.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.760,650$109.9M0.23%+37,177+5.1%Added
Adage Capital Partners GP, L.L.C.751,388$108.6M0.24%+101,187+15.6%Added
Renaissance Technologies LLC749,048$108.3M0.16%+243,900+48.3%Added
Stifel Financial Corp734,204$106.1M0.15%+546+0.1%Added
US Bancorp724,656$104.7M0.17%−11,344−1.5%Reduced
Lord, Abbett & Co. LLC723,166$104.5M0.36%−1,389−0.2%Reduced
Toronto Dominion Bank700,640$101.2M0.15%+215,292+44.4%Added
Manning & Napier Group, LLC699,091$101.0M1.15%−11,070−1.6%Reduced
Clark Capital Management Group, Inc.684,254$98.9M0.88%+19,977+3.0%Added
Standard Life Aberdeen plc680,521$98.4M0.23%+42,957+6.7%Added
Truist Financial Corp676,404$97.8M0.16%+51,928+8.3%Added
AXA S.A.662,164$95.7M0.32%+40,280+6.5%Added
Bristol Gate Capital Partners Inc.658,369$95.2M5.00%−120,874−15.5%Reduced
Nomura Asset Management Co Ltd641,747$92.8M0.43%+70,444+12.3%Added
Manufacturers Life Insurance Company, The640,549$92.6M0.05%+11,335+1.8%Added
Abn Amro Investment Solutions630,814$91.2M1.82%−2,615−0.4%Reduced
XN LP609,462$88.1M8.44%+34,543+6.0%Added
Epoch Investment Partners, Inc.603,585$87.2M0.50%−42,272−6.5%Reduced
Rockefeller Capital Management L.P.603,044$87.1M0.34%−124,699−17.1%Reduced
Argent Capital Management LLC588,790$85.1M2.76%−6,265−1.1%Reduced
Zurich Insurance Group Ltd583,472$84.3M0.87%−51,801−8.2%Reduced
Employees Provident Fund Board580,151$83.9M1.99%00.0%Unchanged
Woodline Partners LP571,167$82.6M0.98%+571,167New
Brandes Investment Partners, LP570,589$82.5M1.66%−26,874−4.5%Reduced
Wedge Capital Management L L P555,090$80.2M1.28%+553,337+31,565.1%Added
Storebrand Asset Management AS549,160$79.4M0.36%−40,550−6.9%Reduced
Retirement Systems of Alabama548,175$79.2M0.35%−57,115−9.4%Reduced
Erste Asset Management GmbH545,501$78.7M1.39%+41,763+8.3%Added
Fifth Third Bancorp525,429$75.9M0.34%+103,855+24.6%Added
Chevy Chase Trust Holdings, Inc.524,890$75.9M0.28%−4,457−0.8%Reduced
Scge Management, L.P.517,000$74.7M1.76%00.0%Unchanged
State of New Jersey Common Pension Fund D502,779$72.7M0.25%−9,367−1.8%Reduced
Guggenheim Capital LLC483,215$69.8M0.55%+85,082+21.4%Added
Brandywine Global Investment Management, LLC481,221$69.6M0.58%−48,686−9.2%Reduced
Capital Fund Management S.A.479,825$69.4M1.09%+479,825New
Russell Investments Group, Ltd.479,322$69.2M0.13%+34,141+7.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.476,512$68.9M0.21%+21,027+4.6%Added
Public Employees Retirement System of Ohio476,253$68.8M0.28%−24,365−4.9%Reduced
Qube Research & Technologies Ltd475,397$68.7M0.27%+352,225+286.0%Added
Natixis Advisors, L.P.466,374$67.4M0.21%+28,894+6.6%Added
Millennium Management LLC464,531$67.1M0.07%−725,348−61.0%Reduced
Ci Investments Inc.462,182$66.8M0.34%+171,163+58.8%Added
The PNC Financial Services Group, Inc.459,079$66.4M0.06%−4,993−1.1%Reduced
ING Groep NV450,571$65.1M0.49%+113,080+33.5%Added
Schroder Investment Management Group444,092$64.2M0.09%+97,094+28.0%Added
HighTower Advisors, LLC437,118$63.1M0.12%+53,476+13.9%Added
Korea Investment CORP434,157$62.8M0.18%+139,021+47.1%Added
Susquehanna International Group, LLP431,422$62.4M0.10%−508,830−54.1%Reduced
Kempen Capital Management N.V.431,412$62.4M1.12%+6,645+1.6%Added
Skandinaviska Enskilda Banken AB (publ)426,017$61.6M0.40%+241,727+131.2%Added
UniSuper Management Pty Ltd423,946$61.3M0.70%+423,946New
British Columbia Investment Management Corp415,994$60.1M0.56%−12,505−2.9%Reduced
ARGA Investment Management, LP414,793$60.0M2.12%+14,431+3.6%Added
Clal Insurance Enterprises Holdings Ltd412,000$59.5M0.71%00.0%Unchanged
M&T Bank Corp406,487$58.8M0.22%−5,773−1.4%Reduced
Westfield Capital Management Co LP405,687$58.6M0.37%−7,388−1.8%Reduced
Mn Services Vermogensbeheer B.V.405,362$58.6M0.55%−34,900−7.9%Reduced
Robeco Institutional Asset Management B.V.404,927$58.5M0.15%+160,690+65.8%Added
Whittier Trust Co404,640$58.5M1.02%−8,050−2.0%Reduced
Northwestern Mutual Wealth Management Co400,953$58.0M0.07%−58,304−12.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund400,000$57.8M0.26%+400,000New
National Bank of Canada395,918$57.6M0.12%+176,089+80.1%Added
LPL Financial LLC396,456$57.3M0.04%+18,304+4.8%Added
Treasurer of the State of North Carolina395,047$57.1M0.30%−12,038−3.0%Reduced
Earnest Partners LLC394,175$57.0M0.32%−7,319−1.8%Reduced
Sound Shore Management Inc392,001$56.7M2.09%−176,970−31.1%Reduced
Tocqueville Asset Management L.P.390,967$56.5M1.01%+1,950+0.5%Added
Virginia Retirement Systems Et Al385,030$55.7M0.53%+14,400+3.9%Added
Jane Street Group, LLC382,983$55.4M0.08%−19,575−4.9%Reduced
Asset Management One Co.,Ltd.382,325$55.3M0.23%+14,392+3.9%Added
STRS Ohio378,915$54.8M0.23%−66,149−14.9%Reduced
Assenagon Asset Management S.A.371,403$53.7M0.21%+217,526+141.4%Added
SEI Investments Co362,894$52.5M0.09%+15,711+4.5%Added
Citadel Advisors LLC349,440$50.5M0.06%−585,519−62.6%Reduced
NorthCrest Asset Manangement, LLC344,086$49.7M1.97%−8,669−2.5%Reduced
CI Private Wealth, LLC341,463$49.4M0.11%+487+0.1%Added
Crestwood Advisors Group LLC338,197$48.9M1.54%+11,530+3.5%Added
Oregon Public Employees Retirement Fund332,632$48.1M0.57%+5,821+1.8%Added
Munro Partners329,895$47.7M2.20%+329,895New
Systematic Alpha Investments, LLC320,128$46.3M2.24%00.0%Unchanged
Commonwealth Equity Services, LLC319,520$46.2M0.09%+47,896+17.6%Added
American International Group, Inc.305,630$44.2M0.27%+3,839+1.3%Added
Allspring Global Investments Holdings, LLC298,173$43.1M0.07%−9,440−3.1%Reduced
Mariner, LLC297,833$43.0M0.12%+8,838+3.1%Added
Aviva PLC297,152$43.0M0.17%+20,554+7.4%Added
Nisa Investment Advisors, LLC296,885$42.9M0.31%+9,357+3.3%Added
Capital Advisors Inc295,656$42.7M1.09%+7,603+2.6%Added
ABN AMRO Bank N.V.293,922$42.6M0.87%+11,703+4.1%Added
Handelsbanken Fonder AB292,521$42.3M0.23%+26,493+10.0%Added
Cambiar Investors LLC284,460$41.1M1.74%−14,834−5.0%Reduced
State of Michigan Retirement System282,955$40.9M0.25%+4,000+1.4%Added
Boston Trust Walden Corp281,114$40.6M0.33%+2,085+0.7%Added
Grassi Investment Management278,316$40.2M4.43%00.0%Unchanged
Teacher Retirement System of Texas276,949$40.0M0.27%−62,770−18.5%Reduced
Broad Run Investment Management, LLC274,997$39.7M4.70%−13,558−4.7%Reduced