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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
State of New Jersey Common Pension Fund D479,833$66.4M0.24%−22,946−4.6%Reduced
Capital Fund Management S.A.483,670$67.0M0.90%+3,845+0.8%Added
Wedge Capital Management L L P491,096$68.0M1.34%−63,994−11.5%Reduced
Guggenheim Capital LLC501,511$69.4M0.60%+18,296+3.8%Added
Chevy Chase Trust Holdings, Inc.507,090$70.2M0.28%−17,800−3.4%Reduced
Erste Asset Management GmbH512,612$70.8M1.22%−32,889−6.0%Reduced
Natixis Advisors, L.P.511,562$70.8M0.22%+45,188+9.7%Added
Toronto Dominion Bank513,525$71.1M0.12%−187,115−26.7%Reduced
Scge Management, L.P.517,000$71.6M1.86%00.0%Unchanged
ING Groep NV517,368$71.6M0.63%+66,797+14.8%Added
Migdal Insurance & Financial Holdings Ltd.525,418$72.7M1.56%+260,000+98.0%Added
Ci Investments Inc.531,622$73.6M0.41%+69,440+15.0%Added
Robeco Institutional Asset Management B.V.533,943$73.9M0.20%+129,016+31.9%Added
Susquehanna International Group, LLP542,170$75.1M0.12%+110,748+25.7%Added
Retirement Systems of Alabama545,974$75.6M0.35%−2,201−0.4%Reduced
Assenagon Asset Management S.A.550,379$76.2M0.27%+178,976+48.2%Added
Zacks Investment Management551,389$76.3M0.99%+298,613+118.1%Added
Fifth Third Bancorp552,588$76.5M0.35%+27,159+5.2%Added
Argent Capital Management LLC560,360$77.6M2.76%−28,430−4.8%Reduced
Schroder Investment Management Group576,189$79.8M0.12%+132,097+29.7%Added
Employees Provident Fund Board580,151$80.3M1.82%00.0%Unchanged
Adage Capital Partners GP, L.L.C.583,688$80.8M0.18%−167,700−22.3%Reduced
Storebrand Asset Management AS590,015$81.7M0.39%+40,855+7.4%Added
Rockefeller Capital Management L.P.590,947$81.8M0.32%−12,097−2.0%Reduced
XN LP591,398$81.9M6.87%−18,064−3.0%Reduced
D. E. Shaw & Co., Inc.612,150$84.8M0.14%+369,417+152.2%Added
Russell Investments Group, Ltd.624,735$86.5M0.17%+145,413+30.3%Added
Bristol Gate Capital Partners Inc.641,369$88.8M4.95%−17,000−2.6%Reduced
Natixis665,121$92.1M0.73%+538,765+426.4%Added
Abn Amro Investment Solutions669,303$92.7M1.81%+38,489+6.1%Added
Epoch Investment Partners, Inc.676,888$93.7M0.60%+73,303+12.1%Added
Nomura Asset Management Co Ltd680,165$94.2M0.44%+38,418+6.0%Added
State of Wisconsin Investment Board682,330$94.5M0.30%−222,345−24.6%Reduced
US Bancorp686,802$95.1M0.16%−37,854−5.2%Reduced
Clark Capital Management Group, Inc.696,755$96.5M0.97%+12,501+1.8%Added
Zurich Insurance Group Ltd700,315$97.0M1.03%+116,843+20.0%Added
Thrivent Financial for Lutherans705,486$97.7M0.23%−102,908−12.7%Reduced
Stifel Financial Corp709,537$98.2M0.14%−24,667−3.4%Reduced
Standard Life Aberdeen plc716,160$99.2M0.25%+35,639+5.2%Added
Lord, Abbett & Co. LLC716,694$99.2M0.37%−6,472−0.9%Reduced
Glenmede Trust Co NA735,606$101.8M0.58%+459,468+166.4%Added
Close Asset Management Ltd771,650$106.8M5.51%+706+0.1%Added
Manufacturers Life Insurance Company, The782,690$108.4M0.06%+142,141+22.2%Added
Truist Financial Corp808,911$112.0M0.19%+132,507+19.6%Added
Man Group plc–$112.2M0.35%––
Raymond James & Associates820,777$113.6M0.10%−21,924−2.6%Reduced
TD Asset Management Inc828,160$114.7M0.14%−35,853−4.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich829,449$114.8M0.67%+13,462+1.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.830,038$114.9M0.23%+69,388+9.1%Added
APG Asset Management N.V.837,584$116.0M0.24%−105,397−11.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)846,508$117.2M0.52%−272,195−24.3%Reduced
New York State Teachers Retirement System848,177$117.4M0.28%−37,178−4.2%Reduced
Los Angeles Capital Management LLC858,875$118.9M0.50%−13,743−1.6%Reduced
Caisse de Depot Et Placement du Quebec868,929$120.3M0.35%−120,206−12.2%Reduced
Panagora Asset Management Inc906,553$125.5M0.78%+91,234+11.2%Added
Renaissance Technologies LLC909,648$125.9M0.21%+160,600+21.4%Added
DekaBank Deutsche Girozentrale900,855$126.4M0.29%−524,389−36.8%Reduced
Abrams Bison Investments, LLC924,000$127.9M14.06%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)926,917$128.3M0.84%+500,900+117.6%Added
Harding Loevner LP945,174$130.9M0.86%−130,465−12.1%Reduced
Prudential Financial Inc953,981$132.1M0.21%−17,891−1.8%Reduced
Mitsubishi UFJ Trust & Banking Corp989,552$137.0M0.34%−82,218−7.7%Reduced
Royal London Asset Management Ltd997,218$138.1M0.45%+55,198+5.9%Added
State Board of Administration of Florida Retirement System998,480$138.2M0.33%+48,523+5.1%Added
Great West Life Assurance Co1,006,537$139.3M0.33%−37,367−3.6%Reduced
Vontobel Holding Ltd.1,009,067$139.7M1.29%−64,441−6.0%Reduced
ProShare Advisors LLC1,009,787$139.8M0.44%+129,418+14.7%Added
Janus Henderson Group PLC1,057,967$146.5M0.10%+96,866+10.1%Added
Principal Financial Group Inc1,063,905$147.3M0.11%−77,472−6.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,063,953$147.3M0.45%+587,441+123.3%Added
Victory Capital Management Inc1,068,445$147.9M0.17%+223,984+26.5%Added
Bank of Montreal1,101,961$152.4M0.09%+104,510+10.5%Added
Envestnet Asset Management Inc1,101,469$152.5M0.07%+183,105+19.9%Added
AQR Capital Management LLC1,120,796$155.2M0.32%+304,803+37.4%Added
Millennium Management LLC1,165,245$161.3M0.17%+700,714+150.8%Added
Mirae Asset Global Investments Co., Ltd.1,171,016$162.1M0.36%+73,364+6.7%Added
Macquarie Group Ltd1,174,584$162.6M0.20%−33,626−2.8%Reduced
KBC Group NV1,175,319$162.7M0.66%+197,882+20.2%Added
Qube Research & Technologies Ltd1,297,795$179.7M0.53%+822,398+173.0%Added
AXA S.A.1,319,940$182.7M0.64%+657,776+99.3%Added
California State Teachers Retirement System1,341,183$185.7M0.29%−56,998−4.1%Reduced
BNP Paribas Arbitrage, SA1,437,737$199.1M0.44%+396,431+38.1%Added
Coatue Management LLCSuperinvestorCoatue Management1,468,915$203.4M1.03%−693,669−32.1%Reduced
Putnam Investments LLC1,495,024$207.0M0.31%−322,267−17.7%Reduced
Rafferty Asset Management, LLC1,570,546$217.4M1.28%−169,904−9.8%Reduced
LSV Asset Management1,580,728$218.9M0.51%−205,732−11.5%Reduced
National Pension Service1,681,902$225.5M0.36%+34,538+2.1%Added
Naya Capital Management UK Ltd1,640,306$227.1M23.10%+227,388+16.1%Added
Neuberger Berman Group LLC1,655,828$229.2M0.21%+622,712+60.3%Added
Rhumbline Advisers1,658,179$229.6M0.27%−13,681−0.8%Reduced
Credit Suisse AG1,686,303$233.5M0.25%−29,233−1.7%Reduced
First Trust Advisors LP1,828,276$253.1M0.30%+553,476+43.4%Added
Wells Fargo & Company1,845,664$255.5M0.08%−181,866−9.0%Reduced
Citigroup Inc1,850,172$256.2M0.37%−102,043−5.2%Reduced
Nordea Investment Management AB1,862,178$260.8M0.36%+169,027+10.0%Added
Alliancebernstein L.P.1,935,695$268.0M0.11%−833,517−30.1%Reduced
Balyasny Asset Management LLC1,966,426$272.3M0.76%+1,933,237+5,824.9%Added
New York State Common Retirement Fund1,978,309$273.9M0.39%−271,068−12.1%Reduced
HSBC Holdings PLC2,020,418$279.8M0.31%−101,350−4.8%Reduced
Voya Investment Management LLC2,025,223$280.3M0.31%−410,768−16.9%Reduced