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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; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q3 2023

Institutional positions in Applied Materials Inc as of Sep 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
1,852
+46 vs. Q2 2023
Shares held
669.5M
+7.92M (+1.2%) vs. Q2 2023
Total value
$92.8B
−$2.52B (−2.6%) vs. Q2 2023
New holders
158
698 more added
Sold out
112
703 more reduced

24 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,852 institutions
Q1 2021: 1,596 institutionsQ2 2021: 1,648 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: 2,324 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,518 institutions
Value heldQ3 2023: $93.0B
Q1 2021: $98.3BQ2 2021: $101.4BQ3 2021: $90.1BQ4 2021: $110.9BQ1 2022: $90.1BQ2 2022: $60.4BQ3 2022: $54.6BQ4 2022: $65.5BQ1 2023: $84.2BQ2 2023: $96.5BQ3 2023: $93.0BQ4 2023: $111.5BQ1 2024: $140.3BQ2 2024: $157.7BQ3 2024: $133.5BQ4 2024: $105.3BQ1 2025: $91.8BQ2 2025: $115.7BQ3 2025: $130.6BQ4 2025: $170.6BQ1 2026: $219.3BQ2 2026: $477.6B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,518$477.6B
Q1 20262,955$219.3B
Q4 20252,645$170.6B
Q3 20252,362$130.6B
Q2 20252,324$115.7B
Q1 20252,166$91.8B
Q4 20242,240$105.3B
Q3 20242,216$133.5B
Q2 20242,286$157.7B
Q1 20242,221$140.3B
Q4 20232,034$111.5B
Q3 20231,852$93.0B
Q2 20231,830$96.5B
Q1 20231,761$84.2B
Q4 20221,685$65.5B
Q3 20221,561$54.6B
Q2 20221,631$60.4B
Q1 20221,781$90.1B
Q4 20211,846$110.9B
Q3 20211,638$90.1B
Q2 20211,648$101.4B
Q1 20211,596$98.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q2 2023.

Institutions holding AMAT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc73,143,958$10.1B0.25%−398,071−0.5%Reduced
BlackRock Inc.72,337,680$10.0B0.29%+555,022+0.8%Added
State Street Corp37,046,694$5.13B0.28%−1,196,183−3.1%Reduced
Capital World Investors36,753,164$5.09B1.01%+55,017+0.1%Added
Capital International Investors21,323,094$2.95B0.75%+440,449+2.1%Added
Geode Capital Management, LLC18,432,858$2.55B0.30%+1,441,796+8.5%Added
Price T Rowe Associates Inc13,514,086$1.87B0.27%+41,980+0.3%Added
Bank of New York Mellon Corp11,518,290$1.59B0.35%−511,911−4.3%Reduced
FMR LLC10,763,387$1.49B0.13%−948,674−8.1%Reduced
Northern Trust Corp10,032,850$1.39B0.27%+456,865+4.8%Added
Morgan Stanley9,995,287$1.38B0.14%+570,080+6.0%Added
Nuveen Asset Management, LLC9,488,079$1.31B0.46%−121,251−1.3%Reduced
Goldman Sachs Group Inc9,284,067$1.29B0.33%+2,317,814+33.3%Added
Norges Bank8,996,548$1.25B0.25%+170,100+1.9%Added
Generation Investment Management LLP8,382,405$1.16B6.11%−48,932−0.6%Reduced
Ameriprise Financial Inc7,841,920$1.09B0.36%−526,482−6.3%Reduced
Matrix Capital Management Company, LP7,052,700$976.4M11.71%00.0%Unchanged
Davis Selected Advisers6,809,823$942.8M5.91%−135,203−1.9%Reduced
Bank of America Corp6,617,690$916.2M0.11%−701,558−9.6%Reduced
Invesco Ltd.6,211,738$860.0M0.23%+1340.0%Added
Legal & General Group Plc6,139,594$850.0M0.30%−195,024−3.1%Reduced
UBS Asset Management Americas Inc5,980,710$828.0M0.37%+265,112+4.6%Added
Pictet Asset Management Holding SA5,751,141$796.2M0.98%+5,751,141New
Deutsche Bank AG5,741,941$795.0M0.51%−467,443−7.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,736,487$794.2M1.17%+3,844,299+203.2%Added
Massachusetts Financial Services Co5,015,000$694.3M0.24%−953,475−16.0%Reduced
American Century Companies Inc4,968,838$687.9M0.53%+230,789+4.9%Added
Fisher Asset Management, LLC4,886,909$676.6M0.38%+608,830+14.2%Added
Parnassus Investments4,460,729$617.6M1.51%−1,213,156−21.4%Reduced
Charles Schwab Investment Management Inc4,428,005$613.1M0.18%+5,220+0.1%Added
Lazard Asset Management LLC4,353,029$602.7M0.82%−70,415−1.6%Reduced
Dimensional Fund Advisors LP4,140,010$573.2M0.19%+45,222+1.1%Added
UBS Group AG3,945,533$546.3M0.25%+151,629+4.0%Added
Swedbank AB3,716,174$514.5M0.94%−733,194−16.5%Reduced
Cantillon Capital Management LLC3,560,096$492.9M3.66%−13,921−0.4%Reduced
Van Eck Associates Corp3,529,689$488.7M1.07%+32,622+0.9%Added
Franklin Resources Inc3,429,406$474.8M0.24%+22,801+0.7%Added
Amundi3,340,102$471.4M0.23%−1,390,842−29.4%Reduced
Primecap Management Co3,372,412$466.9M0.39%−358,071−9.6%Reduced
FIL Ltd3,293,984$456.1M0.54%+221,771+7.2%Added
Sumitomo Mitsui Trust Holdings, Inc.3,109,881$430.6M0.35%−60,381−1.9%Reduced
Menora Mivtachim Holdings Ltd.3,072,100$425.3M3.86%−43,870−1.4%Reduced
JPMorgan Chase & Co3,023,550$418.6M0.05%+219,868+7.8%Added
Allianz Asset Management GmbH2,809,730$389.0M0.79%+495,812+21.4%Added
Boston Partners2,734,420$377.6M0.52%−269,661−9.0%Reduced
Swiss National Bank2,701,100$374.0M0.29%−351,100−11.5%Reduced
Barclays PLC2,666,333$369.2M0.24%−1,226,597−31.5%Reduced
Impax Asset Management Group plc2,546,672$352.1M1.57%−302,098−10.6%Reduced
Jennison Associates LLC2,480,780$343.5M0.29%+793,610+47.0%Added
Royal Bank of Canada2,385,334$330.2M0.10%+235,075+10.9%Added
Ensign Peak Advisors, Inc2,288,833$316.9M0.68%−333,110−12.7%Reduced
California Public Employees Retirement System2,161,556$299.3M0.26%+6,466+0.3%Added
Voya Investment Management LLC2,025,223$280.3M0.31%−410,768−16.9%Reduced
HSBC Holdings PLC2,020,418$279.8M0.31%−101,350−4.8%Reduced
New York State Common Retirement Fund1,978,309$273.9M0.39%−271,068−12.1%Reduced
Balyasny Asset Management LLC1,966,426$272.3M0.76%+1,933,237+5,824.9%Added
Alliancebernstein L.P.1,935,695$268.0M0.11%−833,517−30.1%Reduced
Nordea Investment Management AB1,862,178$260.8M0.36%+169,027+10.0%Added
Citigroup Inc1,850,172$256.2M0.37%−102,043−5.2%Reduced
Wells Fargo & Company1,845,664$255.5M0.08%−181,866−9.0%Reduced
First Trust Advisors LP1,828,276$253.1M0.30%+553,476+43.4%Added
Credit Suisse AG1,686,303$233.5M0.24%−29,233−1.7%Reduced
Rhumbline Advisers1,658,179$229.6M0.27%−13,681−0.8%Reduced
Neuberger Berman Group LLC1,655,828$229.2M0.21%+622,712+60.3%Added
Naya Capital Management UK Ltd1,640,306$227.1M23.10%+227,388+16.1%Added
National Pension Service1,681,902$225.5M0.36%+34,538+2.1%Added
LSV Asset Management1,580,728$218.9M0.51%−205,732−11.5%Reduced
Rafferty Asset Management, LLC1,570,546$217.4M1.28%−169,904−9.8%Reduced
Putnam Investments LLC1,495,024$207.0M0.31%−322,267−17.7%Reduced
Coatue Management LLCSuperinvestorCoatue Management1,468,915$203.4M1.03%−693,669−32.1%Reduced
BNP Paribas Arbitrage, SA1,437,737$199.1M0.44%+396,431+38.1%Added
California State Teachers Retirement System1,341,183$185.7M0.29%−56,998−4.1%Reduced
AXA S.A.1,319,940$182.7M0.64%+657,776+99.3%Added
Qube Research & Technologies Ltd1,297,795$179.7M0.53%+822,398+173.0%Added
KBC Group NV1,175,319$162.7M0.66%+197,882+20.2%Added
Macquarie Group Ltd1,174,584$162.6M0.20%−33,626−2.8%Reduced
Mirae Asset Global Investments Co., Ltd.1,171,016$162.1M0.36%+73,364+6.7%Added
Millennium Management LLC1,165,245$161.3M0.17%+700,714+150.8%Added
AQR Capital Management LLC1,120,796$155.2M0.32%+304,803+37.4%Added
Envestnet Asset Management Inc1,101,469$152.5M0.07%+183,105+19.9%Added
Bank of Montreal1,101,961$152.4M0.06%+104,510+10.5%Added
Victory Capital Management Inc1,068,445$147.9M0.17%+223,984+26.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,063,953$147.3M0.45%+587,441+123.3%Added
Principal Financial Group Inc1,063,905$147.3M0.11%−77,472−6.8%Reduced
Janus Henderson Group PLC1,057,967$146.5M0.10%+96,866+10.1%Added
ProShare Advisors LLC1,009,787$139.8M0.44%+129,418+14.7%Added
Vontobel Holding Ltd.1,009,067$139.7M1.29%−64,441−6.0%Reduced
Great West Life Assurance Co1,006,537$139.3M0.33%−37,367−3.6%Reduced
State Board of Administration of Florida Retirement System998,480$138.2M0.33%+48,523+5.1%Added
Royal London Asset Management Ltd997,218$138.1M0.45%+55,198+5.9%Added
Mitsubishi UFJ Trust & Banking Corp989,552$137.0M0.34%−82,218−7.7%Reduced
Prudential Financial Inc953,981$132.1M0.21%−17,891−1.8%Reduced
Harding Loevner LP945,174$130.9M0.86%−130,465−12.1%Reduced
Skandinaviska Enskilda Banken AB (publ)926,917$128.3M0.84%+500,900+117.6%Added
Abrams Bison Investments, LLC924,000$127.9M14.06%00.0%Unchanged
DekaBank Deutsche Girozentrale900,855$126.4M0.29%−524,389−36.8%Reduced
Renaissance Technologies LLC909,648$125.9M0.21%+160,600+21.4%Added
Panagora Asset Management Inc906,553$125.5M0.78%+91,234+11.2%Added
Caisse de Depot Et Placement du Quebec868,929$120.3M0.35%−120,206−12.2%Reduced
Los Angeles Capital Management LLC858,875$118.9M0.50%−13,743−1.6%Reduced