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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
Eisler Capital (UK) Ltd.130,761$18.9M2.03%+28,696+28.1%Added
Trust Co of Vermont126,626$18.3M1.19%+5,488+4.5%Added
Natixis126,356$18.3M0.16%+126,356New
Yousif Capital Management, LLC125,791$18.2M0.22%+527+0.4%Added
Gotham Asset Management, LLC125,557$18.1M0.39%+31,732+33.8%Added
Baker Avenue Asset Management, LP125,329$18.1M0.91%−1,880−1.5%Reduced
Capital International Sarl125,065$18.1M0.81%+38,788+45.0%Added
Talbot Financial, LLC124,713$18.0M3.07%−1,081−0.9%Reduced
Pinnacle Associates Ltd121,767$17.6M0.31%−1,731−1.4%Reduced
Mutual of America Capital Management LLC121,609$17.6M0.20%+910+0.8%Added
Squarepoint Ops LLC120,600$17.4M0.10%+47,826+65.7%Added
Financial Counselors Inc120,456$17.4M0.35%−224−0.2%Reduced
Payden & Rygel119,810$17.3M1.22%−15,800−11.7%Reduced
Nissay Asset Management Corp119,437$17.3M0.15%−1,128−0.9%Reduced
Parallax Volatility Advisers, L.P.117,802$17.0M0.59%+117,351+26,020.2%Added
Stanley Capital Management, LLC117,300$17.0M4.59%00.0%Unchanged
Bokf, NA116,219$16.8M0.34%+1,769+1.5%Added
Guyasuta Investment Advisors Inc115,626$16.7M1.24%−601−0.5%Reduced
Keybank National Association115,590$16.7M0.08%−553−0.5%Reduced
Shelton Capital Management115,535$16.7M0.60%+43,442+60.3%Added
Aristotle Atlantic Partners, LLC115,152$16.6M0.63%−17,982−13.5%Reduced
Winton Group Ltd112,549$16.3M1.36%+3,969+3.7%Added
Power Corp of Canada112,546$16.3M1.69%−40,000−26.2%Reduced
Twin Tree Management, LP108,405$15.7M0.32%+108,405New
Tredje AP-fonden108,096$15.6M0.22%−35,663−24.8%Reduced
Curi Capital107,831$15.6M2.11%−5,791−5.1%Reduced
Lido Advisors, LLC107,825$15.6M0.18%+2,701+2.6%Added
PGGM Investments107,823$15.6M0.25%+25,470+30.9%Added
Dai-Ichi Life Insurance Company, Ltd107,019$15.5M0.32%+18,634+21.1%Added
Bedrijfstakpensioenfonds Voor de Media Pno116,300$15.4M2.39%−13,000−10.1%Reduced
Callahan Advisors, LLC106,052$15.3M1.86%−4,028−3.7%Reduced
Lountzis Asset Management, LLC107,829$15.3M8.44%−2,863−2.6%Reduced
BancorpSouth Bank105,573$15.3M1.33%−33,341−24.0%Reduced
Capital International Inc105,502$15.2M0.28%+39,469+59.8%Added
Cerity Partners LLC105,314$15.2M0.06%+9,249+9.6%Added
Louisiana State Employees Retirement System104,800$15.1M0.34%+7,900+8.2%Added
California First Leasing Corp102,000$14.7M9.01%00.0%Unchanged
CCM Investment Advisers LLC101,461$14.7M1.97%+1,808+1.8%Added
Cambridge Investment Research Advisors, Inc.100,839$14.6M0.07%+2,381+2.4%Added
First Foundation Advisors100,374$14.5M0.63%−11,087−9.9%Reduced
Intech Investment Management LLC100,335$14.5M0.15%−296,393−74.7%Reduced
Baader Bank INC100,138$14.5M1.26%−439−0.4%Reduced
Foundry Partners, LLC100,077$14.5M0.89%+100,077New
Czech National Bank100,045$14.5M0.33%+726+0.7%Added
LGT Group Foundation99,071$14.3M0.35%+40,435+69.0%Added
FRG Family Wealth Advisors LLC99,059$14.3M3.14%00.0%Unchanged
Cooper Creek Partners Management LLC98,839$14.3M0.97%+42,990+77.0%Added
Janney Montgomery Scott LLC98,487$14.2M0.05%+98,487New
Point72 Middle East FZE98,284$14.2M0.79%−57,858−37.1%Reduced
Nishkama Capital, LLC98,230$14.2M2.61%+86,231+718.7%Added
Cubist Systematic Strategies, LLC97,817$14.1M0.16%−57,732−37.1%Reduced
Daiwa Securities Group Inc.96,551$14.0M0.09%−573−0.6%Reduced
Railway Pension Investments Ltd95,768$13.8M0.14%00.0%Unchanged
Andra AP-fonden95,300$13.8M0.35%+2,700+2.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC95,041$13.7M0.06%+795+0.8%Added
Leuthold Group, LLC94,850$13.7M1.78%−3,268−3.3%Reduced
Grimes & Company, Inc.94,832$13.7M0.49%+1,196+1.3%Added
Federation des caisses Desjardins du Quebec94,147$13.6M0.13%+35,142+59.6%Added
Advanced Asset Management Advisors Inc93,800$13.6M3.14%00.0%Unchanged
Worldquant Millennium Advisors LLC93,798$13.6M0.23%−2,638−2.7%Reduced
MML Investors Services, LLC93,431$13.5M0.07%+93,431New
Steel Peak Wealth Management LLC92,930$13.4M0.81%−9,252−9.1%Reduced
Signature Estate & Investment Advisors LLC92,548$13.4M0.44%−3,922−4.1%Reduced
Cetera Advisor Networks LLC92,249$13.3M0.09%+5,199+6.0%Added
Blair William & Co91,836$13.3M0.05%+5,521+6.4%Added
Main Street Research LLC91,559$13.2M2.11%−1,218−1.3%Reduced
Carmel Capital Management L.L.C.90,885$13.1M6.82%+650+0.7%Added
Cetera Investment Advisers90,861$13.1M0.11%−4,064−4.3%Reduced
Cullinan Associates Inc89,979$13.0M0.71%+2,556+2.9%Added
Raymond James Trust N.A.89,957$13.0M0.38%−2,621−2.8%Reduced
Trillium Asset Management, LLC89,781$13.0M0.36%+1,580+1.8%Added
AE Wealth Management LLC89,289$12.9M0.08%+20,072+29.0%Added
Girard Partners Ltd.88,805$12.8M1.36%−2,002−2.2%Reduced
Profund Advisors LLC88,287$12.8M0.68%+10,886+14.1%Added
Citizens Financial Group Inc87,973$12.7M0.46%−4,001−4.4%Reduced
Cumberland Partners Ltd87,945$12.7M1.17%+87,945New
NewEdge Wealth, LLC87,139$12.6M0.42%+18,641+27.2%Added
SG Americas Securities, LLC85,748$12.4M0.11%+24,238+39.4%Added
Brown Brothers Harriman & Co85,637$12.4M0.10%+76,670+855.0%Added
Gulf International Bank (UK) Ltd85,298$12.3M0.31%−27,779−24.6%Reduced
Beacon Investment Advisory Services, Inc.84,721$12.2M0.56%+835+1.0%Added
Fund Management at Engine No. 1 LLC83,232$12.0M2.21%+3,631+4.6%Added
Intermede Investment Partners Ltd82,147$11.9M0.28%−14,063−14.6%Reduced
Isthmus Partners, LLC81,765$11.8M1.61%−525−0.6%Reduced
Wealthfront Advisers LLC80,339$11.6M0.05%−2,457−3.0%Reduced
Marvin & Palmer Associates Inc79,609$11.5M5.19%−931−1.2%Reduced
Norinchukin Bank, The79,042$11.4M0.19%+14,154+21.8%Added
Maple Capital Management, Inc.78,929$11.4M1.24%+1,419+1.8%Added
Churchill Management Corp78,192$11.3M0.19%−5,882−7.0%Reduced
Jacobs & Co77,999$11.3M1.34%−3,084−3.8%Reduced
Aptus Capital Advisors, LLC77,922$11.3M0.33%−6,713−7.9%Reduced
Captrust Financial Advisors77,572$11.2M0.04%+12,542+19.3%Added
Shell Asset Management Co77,468$11.2M0.44%+2,009+2.7%Added
Gateway Investment Advisers LLC76,169$11.0M0.13%+1,100+1.5%Added
Huntington National Bank76,028$11.0M0.10%−1,872−2.4%Reduced
Torray LLC76,014$11.0M1.90%00.0%Unchanged
Oppenheimer Asset Management Inc.75,944$11.0M0.16%−14,018−15.6%Reduced
Badgley Phelps Wealth Managers, LLC75,177$10.9M0.36%−387−0.5%Reduced
Bornite Capital Management LP75,000$10.8M2.10%−5,000−6.3%Reduced
Carmignac Gestion73,133$10.6M0.18%+73,133New