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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
Nan Shan Life Insurance Co., Ltd.101,060$14.0M0.38%+51,560+104.2%Added
Curi Capital101,559$14.1M2.16%−6,272−5.8%Reduced
California First Leasing Corp102,000$14.1M8.17%00.0%Unchanged
Coronation Fund Managers Ltd.102,720$14.2M0.43%−43,612−29.8%Reduced
Profund Advisors LLC104,414$14.5M0.80%+16,127+18.3%Added
BancorpSouth Bank104,730$14.5M1.28%−843−0.8%Reduced
Acadian Asset Management LLC104,781$14.5M0.06%−130,122−55.4%Reduced
Cambridge Investment Research Advisors, Inc.105,522$14.6M0.07%+4,683+4.6%Added
Eastern Bank105,823$14.7M0.73%−42,919−28.9%Reduced
Dai-Ichi Life Insurance Company, Ltd107,144$14.8M0.33%+125+0.1%Added
Northwest & Ethical Investments L.P.107,587$14.9M0.50%−26,712−19.9%Reduced
Lountzis Asset Management, LLC107,829$14.9M8.34%00.0%Unchanged
First Foundation Advisors108,054$15.0M0.70%+7,680+7.7%Added
Bedrijfstakpensioenfonds Voor de Media Pno116,300$15.2M2.44%00.0%Unchanged
Blue Whale Capital LLP110,000$15.2M2.45%+110,000New
Bokf, NA116,107$15.4M0.34%−112−0.1%Reduced
Keybank National Association112,279$15.5M0.07%−3,311−2.9%Reduced
Federated Hermes, Inc.112,478$15.6M0.04%+57,791+105.7%Added
Power Corp of Canada112,546$15.6M0.98%00.0%Unchanged
Aristotle Atlantic Partners, LLC112,749$15.6M0.63%−2,403−2.1%Reduced
Cullinan Associates Inc113,103$15.7M0.91%+23,124+25.7%Added
Janney Montgomery Scott LLC113,183$15.7M0.06%+14,696+14.9%Added
Cumberland Partners Ltd114,375$15.8M1.52%+26,430+30.1%Added
Capital International Inc116,415$16.1M0.31%+10,913+10.3%Added
Guyasuta Investment Advisors Inc116,543$16.1M1.25%+917+0.8%Added
Payden & Rygel116,810$16.2M1.27%−3,000−2.5%Reduced
Payden & Rygel Investment Group116,810$16.2M1.27%+116,810New
NewEdge Wealth, LLC116,881$16.2M0.51%+29,742+34.1%Added
Stanley Capital Management, LLC117,300$16.2M4.33%00.0%Unchanged
Mutual of America Capital Management LLC117,564$16.3M0.20%−4,045−3.3%Reduced
Pinnacle Associates Ltd117,714$16.3M0.30%−4,053−3.3%Reduced
Louisiana State Employees Retirement System118,100$16.4M0.38%+13,300+12.7%Added
MML Investors Services, LLC119,163$16.5M0.09%+25,732+27.5%Added
Financial Counselors Inc119,772$16.6M0.33%−684−0.6%Reduced
Yousif Capital Management, LLC121,101$16.8M0.21%−4,690−3.7%Reduced
Daiwa Securities Group Inc.109,855$16.9M0.12%+13,304+13.8%Added
Lido Advisors, LLC124,348$17.2M0.19%+16,523+15.3%Added
Baker Avenue Asset Management, LP124,537$17.2M0.86%−792−0.6%Reduced
Talbot Financial, LLC125,171$17.3M3.02%+458+0.4%Added
Managed Asset Portfolios, LLC126,026$17.4M2.67%−38,145−23.2%Reduced
Nissay Asset Management Corp127,237$17.6M0.16%+7,800+6.5%Added
Arrowstreet Capital, Limited Partnership127,452$17.6M0.02%+71,975+129.7%Added
Trust Co of Vermont127,897$17.7M1.20%+1,271+1.0%Added
Public Employees Retirement Association of Colorado128,116$17.7M0.09%−7,525−5.5%Reduced
PGGM Investments128,882$17.8M0.31%+21,059+19.5%Added
New York Life Investment Management LLC130,954$18.1M0.20%−1,802−1.4%Reduced
State of Alaska, Department of Revenue131,593$18.2M0.23%−4,850−3.6%Reduced
Susquehanna Fundamental Investments, LLC132,103$18.3M1.19%−64,945−33.0%Reduced
SG Americas Securities, LLC132,842$18.4M0.25%+47,094+54.9%Added
Foundry Partners, LLC132,907$18.4M1.15%+32,830+32.8%Added
Harvest Portfolios Group Inc.133,061$18.4M0.87%+133,061New
Capital International Ltd133,239$18.4M1.06%−679−0.5%Reduced
Steel Peak Wealth Management LLC133,629$18.5M1.17%+40,699+43.8%Added
Rheos Capital Works Inc.134,300$18.6M1.12%−29,600−18.1%Reduced
Capital International Sarl135,416$18.7M0.86%+10,351+8.3%Added
Ossiam142,222$19.7M0.35%−54,190−27.6%Reduced
CIBC World Markets Corp142,578$19.7M0.19%−49,779−25.9%Reduced
Pacer Advisors, Inc.142,818$19.8M0.08%−3,378−2.3%Reduced
Utah Retirement Systems145,607$20.2M0.29%+700+0.5%Added
Illinois Municipal Retirement Fund146,332$20.3M0.38%+9,645+7.1%Added
South Dakota Investment Council146,450$20.3M0.46%−56,492−27.8%Reduced
Willis Investment Counsel146,514$20.3M1.54%−18,722−11.3%Reduced
Czech National Bank146,770$20.3M0.32%+46,725+46.7%Added
Eisler Capital (UK) Ltd.147,427$20.4M0.89%+16,666+12.7%Added
First Nebraska Trust Co147,465$20.4M2.53%+3,170+2.2%Added
Hancock Whitney Corp148,456$20.6M0.85%+7,355+5.2%Added
Swiss Life Asset Management Ltd148,590$20.6M0.32%+3,299+2.3%Added
McGuire Investment Group, LLC148,881$20.6M3.97%−7,579−4.8%Reduced
Shelton Capital Management149,670$20.7M0.76%+34,135+29.5%Added
Biechele Royce Advisors150,754$20.9M7.69%−2,574−1.7%Reduced
Main Street Research LLC151,135$20.9M2.16%+59,576+65.1%Added
LMCG Investments, LLC152,518$21.1M1.43%−7,161−4.5%Reduced
Achmea Investment Management B.V.154,498$21.4M0.47%+2,227+1.5%Added
Cohen Capital Management, Inc.155,263$21.5M4.40%00.0%Unchanged
CIBC World Markets Inc.157,915$21.9M0.08%+19,988+14.5%Added
Edgemoor Investment Advisors, Inc.158,835$22.0M2.60%−4,655−2.8%Reduced
Baird Financial Group, Inc.159,140$22.0M0.06%+13,488+9.3%Added
Vident Advisory, LLC163,152$22.6M0.70%+163,152New
Bragg Financial Advisors, Inc163,606$22.7M1.20%+1,033+0.6%Added
North Growth Management Ltd.164,000$22.7M5.04%−4,000−2.4%Reduced
Gotham Asset Management, LLC164,751$22.8M0.47%+39,194+31.2%Added
Railway Pension Investments Ltd165,768$23.0M0.25%+70,000+73.1%Added
Osterweis Capital Management Inc166,414$23.0M1.69%−5,171−3.0%Reduced
Silvant Capital Management LLC167,327$23.2M1.40%−1,645−1.0%Reduced
Creative Planning167,868$23.2M0.03%+10,724+6.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys168,846$23.4M0.19%+21,455+14.6%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund169,172$23.4M0.31%−10,900−6.1%Reduced
AMF Pensionsforsakring AB169,722$23.5M0.23%00.0%Unchanged
Henshaw Capital LLC171,300$23.7M1.37%00.0%Unchanged
IFM Investors Pty Ltd173,293$24.0M0.32%+4,482+2.7%Added
Texas Permanent School Fund173,526$24.0M0.23%−3,701−2.1%Reduced
La Banque Postale Asset Management SA174,111$24.1M0.54%−780−0.4%Reduced
Flossbach Von Storch AG174,413$24.1M0.11%+135,997+354.0%Added
Clearbridge Investments, LLC178,872$24.8M0.02%−6,754−3.6%Reduced
Busey Wealth Management180,464$25.0M1.07%−1,908−1.0%Reduced
B. Metzler seel. Sohn & Co. AG183,340$25.4M0.38%−17,702−8.8%Reduced
Banco Santander, S.A.184,418$25.5M0.36%+41,894+29.4%Added
Wealth Enhancement Advisory Services, LLC187,567$26.0M0.09%+182,421+3,544.9%Added
USS Investment Management Ltd188,319$26.1M0.29%+2,452+1.3%Added
Banco Bilbao Vizcaya Argentaria, S.A.188,201$26.1M0.35%+25,984+16.0%Added