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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, 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: 1,597 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 heldQ3 2023: $92.8B
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, 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
Synovus Financial Corp53,909$7.46M0.09%−3,604−6.3%Reduced
Colonial Trust Advisors54,495$7.54M0.86%−427−0.8%Reduced
William Allan, LLC55,373$7.67M6.07%−747−1.3%Reduced
CTC LLC55,515$7.69M0.35%+34,313+161.8%Added
SFMG, LLC55,630$7.70M0.79%+947+1.7%Added
Fund Management at Engine No. 1 LLC56,029$7.76M1.23%−27,203−32.7%Reduced
Glassy Mountain Advisors, Inc.56,838$7.93M3.78%−3,275−5.4%Reduced
Larson Financial Group LLC57,308$7.93M0.78%−248−0.4%Reduced
Cullen/Frost Bankers, Inc.57,659$7.98M0.14%+1,391+2.5%Added
Tower Research Capital LLC (TRC)58,244$8.06M0.25%+34,860+149.1%Added
Jamison Private Wealth Management, Inc.58,319$8.07M1.67%+58,319New
Maytus Capital Management, LLC58,500$8.10M4.51%+58,500New
Hartford Investment Management Co58,558$8.11M0.32%−2,064−3.4%Reduced
F&V Capital Management, LLC59,651$8.26M2.83%−360−0.6%Reduced
Cresset Asset Management, LLC59,788$8.28M0.06%+3,364+6.0%Added
Securian Asset Management, Inc60,261$8.34M0.25%−10,657−15.0%Reduced
Symmetry Investments LP60,356$8.36M2.43%+14,488+31.6%Added
Oppenheimer & Co Inc60,648$8.40M0.17%+2,405+4.1%Added
Liontrust Investment Partners LLP61,000$8.45M0.13%+61,000New
General American Investors Co Inc61,652$8.54M0.77%00.0%Unchanged
Banque Pictet & Cie SA61,767$8.55M0.10%−4,333−6.6%Reduced
Oppenheimer Asset Management Inc.62,040$8.59M0.13%−13,904−18.3%Reduced
Savoie Capital LLC62,045$8.59M2.25%+62,045New
MBB Public Markets I LLC62,322$8.63M0.58%−1,640−2.6%Reduced
Cantor Fitzgerald, L. P.62,502$8.65M0.23%−599−0.9%Reduced
Evercore Wealth Management, LLC63,360$8.77M0.16%+1,327+2.1%Added
Trillium Asset Management, LLC64,654$8.95M0.27%−25,127−28.0%Reduced
Maryland State Retirement & Pension System65,020$9.00M0.21%+531+0.8%Added
Marvin & Palmer Associates Inc65,056$9.01M5.84%−14,553−18.3%Reduced
Brown Advisory Inc65,361$9.05M0.01%+9,292+16.6%Added
Pinebridge Investments, L.P.65,623$9.09M0.10%−3,710−5.4%Reduced
Connectus Wealth, LLC65,645$9.09M0.20%+21,300+48.0%Added
Buckingham Capital Management, Inc.67,137$9.30M1.42%+2,445+3.8%Added
Ieq Capital, LLC67,261$9.31M0.19%−427−0.6%Reduced
Holderness Investments Co68,049$9.42M3.67%−1,725−2.5%Reduced
Hoylecohen, LLC68,722$9.51M0.88%+314+0.5%Added
Intermede Investment Partners Ltd68,994$9.55M0.24%−13,153−16.0%Reduced
Lowe Brockenbrough & Co Inc69,478$9.62M0.75%+69+0.1%Added
Bard Financial Services, Inc.70,075$9.70M1.20%+125+0.2%Added
Hosking Partners LLP70,254$9.73M0.43%+2,118+3.1%Added
Elo Mutual Pension Insurance Co70,284$9.73M0.30%+737+1.1%Added
Roanoke Asset Management Corp70,845$9.81M4.02%−490−0.7%Reduced
Captrust Financial Advisors71,102$9.84M0.04%−6,470−8.3%Reduced
Capital Investment Counsel, Inc71,375$9.88M1.99%−1,217−1.7%Reduced
Prime Capital Investment Advisors, LLC71,848$9.95M0.20%+4,623+6.9%Added
Kentucky Retirement Systems71,946$9.96M0.35%+3,997+5.9%Added
JustInvest LLC73,176$10.1M0.30%+4,986+7.3%Added
Aptus Capital Advisors, LLC73,370$10.2M0.30%−4,552−5.8%Reduced
Jacobs & Co73,552$10.2M1.27%−4,447−5.7%Reduced
Annex Advisory Services, LLC73,550$10.2M0.62%+9,768+15.3%Added
Huntington National Bank73,615$10.2M0.10%−2,413−3.2%Reduced
Envestnet Portfolio Solutions, Inc.73,774$10.2M0.05%+73,774New
Churchill Management Corp73,963$10.2M0.17%−4,229−5.4%Reduced
Mission Wealth Management, LP74,103$10.3M0.39%+4,212+6.0%Added
Baader Bank INC74,138$10.3M0.93%−26,000−26.0%Reduced
LVM Capital Management Ltd74,525$10.3M1.45%+11,845+18.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd74,560$10.3M0.16%+3,294+4.6%Added
Gateway Investment Advisers LLC74,709$10.3M0.13%−1,460−1.9%Reduced
D.A. Davidson & Co.74,982$10.4M0.11%+10,630+16.5%Added
Badgley Phelps Wealth Managers, LLC75,710$10.5M0.36%+533+0.7%Added
Zevenbergen Capital Investments LLC76,000$10.5M0.27%+9,000+13.4%Added
Torray LLC76,014$10.5M1.86%00.0%Unchanged
Shell Asset Management Co76,365$10.6M0.44%−1,103−1.4%Reduced
Gulf International Bank (UK) Ltd77,235$10.7M0.30%−8,063−9.5%Reduced
Federation des caisses Desjardins du Quebec78,526$10.9M0.11%−15,621−16.6%Reduced
Carnegie Capital Asset Management, LLC78,571$10.9M0.42%+26,004+49.5%Added
Maple Capital Management, Inc.79,280$11.0M1.25%+351+0.4%Added
Blair William & Co79,864$11.1M0.04%−11,972−13.0%Reduced
Isthmus Partners, LLC80,806$11.2M1.61%−959−1.2%Reduced
Ardevora Asset Management LLP81,746$11.3M0.56%−181,154−68.9%Reduced
Cerity Partners LLC82,457$11.4M0.06%−22,857−21.7%Reduced
Girard Partners Ltd.83,285$11.5M1.30%−5,520−6.2%Reduced
Pathstone Family Office, LLC82,882$11.6M0.09%+43,405+110.0%Added
Citizens Financial Group Inc85,085$11.8M0.48%−2,888−3.3%Reduced
Beacon Investment Advisory Services, Inc.85,915$11.9M0.59%+1,194+1.4%Added
DuPont Capital Management Corp86,265$11.9M1.04%+46,428+116.5%Added
Two Sigma Investments, LP87,101$12.1M0.03%+87,101New
Brown Brothers Harriman & Co87,244$12.1M0.11%+1,607+1.9%Added
Cetera Investment Advisers87,323$12.1M0.10%−3,538−3.9%Reduced
Raymond James Trust N.A.87,867$12.2M0.36%−2,090−2.3%Reduced
Wealthfront Advisers LLC88,710$12.3M0.05%+8,371+10.4%Added
Carmel Capital Management L.L.C.89,945$12.5M7.05%−940−1.0%Reduced
Public Sector Pension Investment Board89,952$12.5M0.09%−43,353−32.5%Reduced
Kiltearn Partners LLP91,600$12.7M1.00%−148,500−61.8%Reduced
Walleye Capital LLC92,057$12.7M0.19%+92,057New
Leuthold Group, LLC93,138$12.9M1.81%−1,712−1.8%Reduced
Cetera Advisor Networks LLC93,693$13.0M0.08%+1,444+1.6%Added
Advanced Asset Management Advisors Inc93,800$13.0M3.11%00.0%Unchanged
Signature Estate & Investment Advisors LLC94,093$13.0M0.44%+1,545+1.7%Added
Grimes & Company, Inc.96,335$13.3M0.52%+1,503+1.6%Added
AE Wealth Management LLC96,405$13.3M0.08%+7,116+8.0%Added
ExodusPoint Capital Management, LP96,494$13.4M0.17%+69,498+257.4%Added
Sandler Capital Management97,300$13.5M2.28%+40,887+72.5%Added
Polaris Wealth Advisory Group, LLC97,317$13.5M1.03%+97,317New
Ethic Inc.98,009$13.6M0.48%+29,160+42.4%Added
FRG Family Wealth Advisors LLC98,450$13.6M3.08%−609−0.6%Reduced
Two Sigma Advisers, LP98,700$13.7M0.04%+98,700New
LGT Group Foundation98,038$13.7M0.34%−1,033−1.0%Reduced
Callahan Advisors, LLC100,800$14.0M1.75%−5,252−5.0%Reduced
CCM Investment Advisers LLC100,939$14.0M1.93%−522−0.5%Reduced