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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,519 | $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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 73,245 | $10.6M | 0.09% | +30,827+72.7% | Added |
| Capital Investment Counsel, Inc | 72,592 | $10.5M | 2.03% | +9,931+15.8% | Added |
| Roanoke Asset Management Corp | 71,335 | $10.3M | 4.08% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,266 | $10.3M | 0.16% | +498+0.7% | Added |
| Securian Asset Management, Inc | 70,918 | $10.3M | 0.26% | −649−0.9% | Reduced |
| Bard Financial Services, Inc. | 69,950 | $10.1M | 0.78% | −2,500−3.5% | Reduced |
| Mission Wealth Management, LP | 69,891 | $10.1M | 0.39% | −671−1.0% | Reduced |
| Holderness Investments Co | 69,774 | $10.1M | 3.73% | −42−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 69,547 | $10.1M | 0.30% | +853+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 69,409 | $10.0M | 0.76% | +1,200+1.8% | Added |
| Pinebridge Investments, L.P. | 69,333 | $10.0M | 0.11% | −160,723−69.9% | Reduced |
| Ethic Inc. | 68,849 | $9.95M | 0.37% | −853−1.2% | Reduced |
| Hoylecohen, LLC | 68,408 | $9.89M | 0.87% | −774−1.1% | Reduced |
| JustInvest LLC | 68,190 | $9.86M | 0.30% | +2,234+3.4% | Added |
| Hosking Partners LLP | 68,136 | $9.85M | 0.42% | +4,535+7.1% | Added |
| Kentucky Retirement Systems | 67,949 | $9.82M | 0.33% | +1,289+1.9% | Added |
| Ieq Capital, LLC | 67,688 | $9.78M | 0.20% | +786+1.2% | Added |
| Verition Fund Management LLC | 67,349 | $9.73M | 0.15% | +26,119+63.3% | Added |
| Prime Capital Investment Advisors, LLC | 67,225 | $9.72M | 0.19% | +14,023+26.4% | Added |
| Zevenbergen Capital Investments LLC | 67,000 | $9.68M | 0.23% | −3,000−4.3% | Reduced |
| Prudential PLC | 66,424 | $9.60M | 0.11% | −4,850−6.8% | Reduced |
| Banque Pictet & Cie SA | 66,100 | $9.55M | 0.08% | +5,617+9.3% | Added |
| GFG Capital, LLC | 33,284 | $9.42M | 1.76% | −3,522−9.6% | Reduced |
| Buckingham Capital Management, Inc. | 64,692 | $9.35M | 1.39% | +536+0.8% | Added |
| Maryland State Retirement & Pension System | 64,489 | $9.32M | 0.20% | −2,132−3.2% | Reduced |
| D.A. Davidson & Co. | 64,352 | $9.30M | 0.10% | −2,695−4.0% | Reduced |
| MBB Public Markets I LLC | 63,962 | $9.25M | 0.53% | −11,553−15.3% | Reduced |
| Annex Advisory Services, LLC | 63,782 | $9.22M | 0.51% | −28,601−31.0% | Reduced |
| Cantor Fitzgerald, L. P. | 63,101 | $9.12M | 0.21% | −230−0.4% | Reduced |
| Noked Israel Ltd | 62,900 | $9.09M | 3.11% | +62,900 | New |
| LVM Capital Management Ltd | 62,680 | $9.06M | 1.21% | −815−1.3% | Reduced |
| National Asset Management, Inc. | 62,368 | $9.01M | 0.20% | +49,245+375.3% | Added |
| Evercore Wealth Management, LLC | 62,033 | $8.97M | 0.16% | −2,269−3.5% | Reduced |
| Varma Mutual Pension Insurance Co | 62,000 | $8.96M | 0.11% | 00.0% | Unchanged |
| General American Investors Co Inc | 61,652 | $8.91M | 0.78% | 00.0% | Unchanged |
| Hartford Investment Management Co | 60,622 | $8.76M | 0.33% | −11,670−16.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 60,113 | $8.69M | 3.87% | +60,113 | New |
| F&V Capital Management, LLC | 60,011 | $8.67M | 2.80% | +3,945+7.0% | Added |
| Cinctive Capital Management LP | 59,038 | $8.53M | 0.33% | +27,006+84.3% | Added |
| Westpac Banking Corp | 58,560 | $8.46M | 0.60% | −93,614−61.5% | Reduced |
| 3G Capital Partners LP | 58,500 | $8.46M | 8.54% | +58,500 | New |
| Oppenheimer & Co Inc | 58,243 | $8.42M | 0.17% | −6,865−10.5% | Reduced |
| Chiron Investment Management, LLC | 57,682 | $8.34M | 2.34% | −118,634−67.3% | Reduced |
| Larson Financial Group LLC | 57,556 | $8.32M | 0.83% | −150.0% | Reduced |
| Synovus Financial Corp | 57,513 | $8.31M | 0.09% | −559−1.0% | Reduced |
| 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 |
| Cresset Asset Management, LLC | 56,424 | $8.16M | 0.06% | +37,693+201.2% | Added |
| Sandler Capital Management | 56,413 | $8.15M | 1.00% | +1,734+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 56,268 | $8.13M | 0.14% | −867−1.5% | Reduced |
| William Allan, LLC | 56,120 | $8.11M | 6.21% | −860−1.5% | Reduced |
| Brown Advisory Inc | 56,069 | $8.10M | 0.01% | +12,059+27.4% | Added |
| Arrowstreet Capital, Limited Partnership | 55,477 | $8.02M | 0.01% | +46,213+498.8% | Added |
| Colonial Trust Advisors | 54,922 | $7.94M | 0.88% | +1,472+2.8% | Added |
| Federated Hermes, Inc. | 54,687 | $7.90M | 0.02% | +1,191+2.2% | Added |
| SFMG, LLC | 54,683 | $7.90M | 0.81% | +188+0.3% | Added |
| Pallas Capital Advisors LLC | 54,055 | $7.86M | 0.36% | −18,685−25.7% | 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 |
| Greenwich Wealth Management LLC | 53,219 | $7.69M | 0.81% | −47−0.1% | Reduced |
| Burney Co | 52,884 | $7.64M | 0.35% | +1,881+3.7% | Added |
| Blume Capital Management, Inc. | 52,837 | $7.64M | 2.25% | −4,202−7.4% | Reduced |
| Summit Street Capital Management, LLC | 52,581 | $7.60M | 3.58% | +8,554+19.4% | Added |
| Carnegie Capital Asset Management, LLC | 52,567 | $7.60M | 0.28% | +8,250+18.6% | Added |
| Sycomore Asset Management | 52,402 | $7.55M | 1.76% | +22,737+76.6% | Added |
| WoodTrust Financial Corp | 52,071 | $7.53M | 1.39% | −1,353−2.5% | Reduced |
| TownSquare Capital, LLC | 51,735 | $7.48M | 0.14% | −5,602−9.8% | Reduced |
| Compass Wealth Management LLC | 51,496 | $7.44M | 2.25% | −295−0.6% | Reduced |
| KCM Investment Advisors LLC | 51,368 | $7.42M | 0.30% | −4,433−7.9% | Reduced |
| First Citizens Bank & Trust Co | 50,871 | $7.35M | 0.14% | +9,747+23.7% | Added |
| Tiaa, FSB | 50,715 | $7.33M | 0.03% | −1,418−2.7% | Reduced |
| Antipodes Partners Ltd | 50,620 | $7.32M | 0.25% | −24,226−32.4% | Reduced |
| Atria Wealth Solutions, Inc. | 49,954 | $7.22M | 0.10% | +4,881+10.8% | Added |
| Signet Financial Management, LLC | 49,583 | $7.17M | 1.13% | −114−0.2% | Reduced |
| FourThought Financial Partners, LLC | 49,502 | $7.16M | 0.94% | −367−0.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 49,500 | $7.15M | 0.17% | −79,500−61.6% | Reduced |
| Flputnam Investment Management Co | 49,051 | $7.09M | 0.19% | +22,449+84.4% | Added |
| Commerce Bank | 48,999 | $7.08M | 0.05% | +1,945+4.1% | Added |
| Univest Financial Corp | 48,972 | $7.08M | 2.14% | −750−1.5% | Reduced |
| Northwest Bancshares, Inc. | 48,793 | $7.05M | 1.28% | −1,545−3.1% | Reduced |
| Davenport & Co LLC | 48,303 | $6.98M | 0.05% | +7,167+17.4% | Added |
| L & S Advisors Inc | 48,100 | $6.95M | 0.93% | +48,100 | New |
| Congress Wealth Management LLC | 46,901 | $6.78M | 0.16% | −3,942−7.8% | Reduced |
| Choate Investment Advisors | 46,900 | $6.78M | 0.28% | +696+1.5% | Added |
| Jessup Wealth Management, Inc | 46,574 | $6.73M | 3.60% | +43,765+1,558.0% | Added |
| Segall Bryant & Hamill, LLC | 46,361 | $6.70M | 0.07% | −2,753−5.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 46,092 | $6.66M | 3.53% | −1,013−2.2% | Reduced |
| Advisor Partners II, LLC | 45,935 | $6.64M | 0.31% | +2,690+6.2% | Added |
| Symmetry Investments LP | 45,868 | $6.63M | 1.91% | +45,868 | New |
| Ninety One UK Ltd | 45,650 | $6.60M | 0.02% | −214−0.5% | Reduced |
| Smithbridge Asset Management Inc | 45,570 | $6.59M | 1.54% | −63−0.1% | Reduced |
| Meritage Portfolio Management | 45,545 | $6.58M | 0.47% | +45,545 | New |
| Kinneret Advisory, LLC | 45,503 | $6.58M | 0.78% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 45,377 | $6.56M | 1.19% | +187+0.4% | Added |
| Kestra Advisory Services, LLC | 44,877 | $6.49M | 0.06% | +974+2.2% | Added |
| Beech Hill Advisors, Inc. | 44,489 | $6.43M | 3.13% | −4,489−9.2% | Reduced |
| Palmer Knight Co | 44,455 | $6.43M | 3.86% | +1,222+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,414 | $6.42M | 0.67% | −4,400−9.0% | Reduced |
| Taylor Hoffman Wealth Management | 44,357 | $6.41M | 3.20% | −621−1.4% | Reduced |
| Connectus Wealth, LLC | 44,345 | $6.41M | 0.15% | +9,923+28.8% | Added |