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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; 3,519 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, 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: 3,519 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 20263,519$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
New York State Teachers Retirement System848,177$117.4M0.28%−37,178−4.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)846,508$117.2M0.52%−272,195−24.3%Reduced
APG Asset Management N.V.837,584$116.0M0.24%−105,397−11.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.830,038$114.9M0.23%+69,388+9.1%Added
Bank Julius Baer & Co. Ltd, Zurich829,449$114.8M0.67%+13,462+1.6%Added
TD Asset Management Inc828,160$114.7M0.14%−35,853−4.1%Reduced
Raymond James & Associates820,777$113.6M0.10%−21,924−2.6%Reduced
Man Group plc–$112.2M0.35%––
Truist Financial Corp808,911$112.0M0.19%+132,507+19.6%Added
Manufacturers Life Insurance Company, The782,690$108.4M0.06%+142,141+22.2%Added
Close Asset Management Ltd771,650$106.8M5.51%+706+0.1%Added
Glenmede Trust Co NA735,606$101.8M0.58%+459,468+166.4%Added
Lord, Abbett & Co. LLC716,694$99.2M0.37%−6,472−0.9%Reduced
Standard Life Aberdeen plc716,160$99.2M0.25%+35,639+5.2%Added
Stifel Financial Corp709,537$98.2M0.14%−24,667−3.4%Reduced
Thrivent Financial for Lutherans705,486$97.7M0.23%−102,908−12.7%Reduced
Zurich Insurance Group Ltd700,315$97.0M1.03%+116,843+20.0%Added
Clark Capital Management Group, Inc.696,755$96.5M0.97%+12,501+1.8%Added
US Bancorp686,802$95.1M0.16%−37,854−5.2%Reduced
State of Wisconsin Investment Board682,330$94.5M0.30%−222,345−24.6%Reduced
Nomura Asset Management Co Ltd680,165$94.2M0.44%+38,418+6.0%Added
Epoch Investment Partners, Inc.676,888$93.7M0.60%+73,303+12.1%Added
Abn Amro Investment Solutions669,303$92.7M1.81%+38,489+6.1%Added
Natixis665,121$92.1M0.73%+538,765+426.4%Added
Bristol Gate Capital Partners Inc.641,369$88.8M4.95%−17,000−2.6%Reduced
Russell Investments Group, Ltd.624,735$86.5M0.17%+145,413+30.3%Added
D. E. Shaw & Co., Inc.612,150$84.8M0.14%+369,417+152.2%Added
XN LP591,398$81.9M6.87%−18,064−3.0%Reduced
Rockefeller Capital Management L.P.590,947$81.8M0.32%−12,097−2.0%Reduced
Storebrand Asset Management AS590,015$81.7M0.39%+40,855+7.4%Added
Adage Capital Partners GP, L.L.C.583,688$80.8M0.18%−167,700−22.3%Reduced
Employees Provident Fund Board580,151$80.3M1.82%00.0%Unchanged
Schroder Investment Management Group576,189$79.8M0.12%+132,097+29.7%Added
Argent Capital Management LLC560,360$77.6M2.76%−28,430−4.8%Reduced
Fifth Third Bancorp552,588$76.5M0.35%+27,159+5.2%Added
Zacks Investment Management551,389$76.3M0.99%+298,613+118.1%Added
Assenagon Asset Management S.A.550,379$76.2M0.27%+178,976+48.2%Added
Retirement Systems of Alabama545,974$75.6M0.35%−2,201−0.4%Reduced
Susquehanna International Group, LLP542,170$75.1M0.12%+110,748+25.7%Added
Robeco Institutional Asset Management B.V.533,943$73.9M0.20%+129,016+31.9%Added
Ci Investments Inc.531,622$73.6M0.41%+69,440+15.0%Added
Migdal Insurance & Financial Holdings Ltd.525,418$72.7M1.56%+260,000+98.0%Added
ING Groep NV517,368$71.6M0.63%+66,797+14.8%Added
Scge Management, L.P.517,000$71.6M1.86%00.0%Unchanged
Toronto Dominion Bank513,525$71.1M0.12%−187,115−26.7%Reduced
Natixis Advisors, L.P.511,562$70.8M0.22%+45,188+9.7%Added
Erste Asset Management GmbH512,612$70.8M1.22%−32,889−6.0%Reduced
Chevy Chase Trust Holdings, Inc.507,090$70.2M0.28%−17,800−3.4%Reduced
Guggenheim Capital LLC501,511$69.4M0.60%+18,296+3.8%Added
Wedge Capital Management L L P491,096$68.0M1.34%−63,994−11.5%Reduced
Capital Fund Management S.A.483,670$67.0M0.90%+3,845+0.8%Added
State of New Jersey Common Pension Fund D479,833$66.4M0.24%−22,946−4.6%Reduced
Citadel Advisors LLC477,609$66.1M0.07%+128,169+36.7%Added
National Bank of Canada468,206$65.2M0.12%+72,288+18.3%Added
HighTower Advisors, LLC464,466$64.3M0.12%+27,348+6.3%Added
Brandywine Global Investment Management, LLC454,604$62.9M0.55%−26,617−5.5%Reduced
The PNC Financial Services Group, Inc.452,154$62.6M0.05%−6,925−1.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.446,882$61.9M0.32%+182,415+69.0%Added
Public Employees Retirement System of Ohio441,551$61.1M0.27%−34,702−7.3%Reduced
Vulcan Value Partners, LLC430,707$59.7M0.91%−553,736−56.2%Reduced
Munro Partners427,948$59.2M2.99%+98,053+29.7%Added
UniSuper Management Pty Ltd423,946$58.7M0.72%00.0%Unchanged
Jane Street Group, LLC423,291$58.6M0.09%+40,308+10.5%Added
Northwestern Mutual Wealth Management Co416,035$57.6M0.07%+15,082+3.8%Added
M&T Bank Corp414,141$57.3M0.23%+7,654+1.9%Added
Mn Services Vermogensbeheer B.V.412,062$57.0M0.55%+6,700+1.7%Added
First Republic Investment Management, Inc.408,689$56.6M0.16%+408,689New
LPL Financial LLC406,390$56.3M0.04%+9,934+2.5%Added
Whittier Trust Co406,014$56.2M1.00%+1,374+0.3%Added
Treasurer of the State of North Carolina398,191$55.1M0.30%+3,144+0.8%Added
Earnest Partners LLC395,193$54.7M0.32%+1,018+0.3%Added
Brandes Investment Partners, LP394,139$54.6M1.07%−176,450−30.9%Reduced
Korea Investment CORP390,349$54.0M0.16%−43,808−10.1%Reduced
Sound Shore Management Inc390,197$54.0M2.07%−1,804−0.5%Reduced
SEI Investments Co384,820$53.3M0.10%+21,926+6.0%Added
Asset Management One Co.,Ltd.383,041$53.0M0.24%+716+0.2%Added
Virginia Retirement Systems Et Al382,530$53.0M0.52%−2,500−0.6%Reduced
STRS Ohio374,985$51.9M0.23%−3,930−1.0%Reduced
Kempen Capital Management N.V.374,931$51.9M0.96%−56,481−13.1%Reduced
Tocqueville Asset Management L.P.367,147$50.8M0.97%−23,820−6.1%Reduced
Teacher Retirement System of Texas366,632$50.8M0.34%+89,683+32.4%Added
Advisor Group Holdings, Inc.365,044$50.6M0.07%+130,292+55.5%Added
Candriam Luxembourg S.C.A.363,676$50.4M0.41%+225,807+163.8%Added
QRG Capital Management, Inc.362,292$50.2M0.87%+362,292New
CI Private Wealth, LLC361,868$50.1M0.12%+20,405+6.0%Added
Crestwood Advisors Group LLC355,316$49.2M1.29%+17,119+5.1%Added
Clal Insurance Enterprises Holdings Ltd354,000$49.0M0.68%−58,000−14.1%Reduced
NorthCrest Asset Manangement, LLC335,472$46.4M1.89%−8,614−2.5%Reduced
British Columbia Investment Management Corp335,109$46.4M0.44%−80,885−19.4%Reduced
Mariner, LLC331,802$45.9M0.12%+33,969+11.4%Added
Boston Trust Walden Corp325,346$45.0M0.38%+44,232+15.7%Added
Systematic Alpha Investments, LLC320,128$44.3M2.22%00.0%Unchanged
Allspring Global Investments Holdings, LLC316,420$43.8M0.08%+18,247+6.1%Added
American International Group, Inc.312,250$43.2M0.28%+6,620+2.2%Added
Capital Advisors Inc309,616$42.9M1.12%+13,960+4.7%Added
Lazard Freres Gestion S.A.S.318,117$42.6M1.35%+126,527+66.0%Added
State of Tennessee, Treasury Department304,582$42.2M0.17%+81,304+36.4%Added
Nisa Investment Advisors, LLC300,232$41.6M0.32%+3,347+1.1%Added
Commonwealth Equity Services, LLC298,553$41.3M0.09%−20,967−6.6%Reduced
Mercer Global Advisors Inc297,489$41.2M0.16%+31,122+11.7%Added