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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $82.5B |
| Q4 2022 | 1,685 | $65.1B |
| Q3 2022 | 1,561 | $54.5B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $89.9B |
| Q4 2021 | 1,846 | $109.5B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,649 | $101.0B |
| Q1 2021 | 1,597 | $98.0B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Ltd | 133,239 | $18.4M | 1.06% | −679−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 133,061 | $18.4M | 0.87% | +133,061 | New |
| Foundry Partners, LLC | 132,907 | $18.4M | 1.15% | +32,830+32.8% | Added |
| SG Americas Securities, LLC | 132,842 | $18.4M | 0.25% | +47,094+54.9% | Added |
| Susquehanna Fundamental Investments, LLC | 132,103 | $18.3M | 1.19% | −64,945−33.0% | Reduced |
| State of Alaska, Department of Revenue | 131,593 | $18.2M | 0.23% | −4,850−3.6% | Reduced |
| New York Life Investment Management LLC | 130,954 | $18.1M | 0.20% | −1,802−1.4% | Reduced |
| PGGM Investments | 128,882 | $17.8M | 0.31% | +21,059+19.5% | Added |
| Public Employees Retirement Association of Colorado | 128,116 | $17.7M | 0.09% | −7,525−5.5% | Reduced |
| Trust Co of Vermont | 127,897 | $17.7M | 1.20% | +1,271+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 127,452 | $17.6M | 0.02% | +71,975+129.7% | Added |
| Nissay Asset Management Corp | 127,237 | $17.6M | 0.16% | +7,800+6.5% | Added |
| Managed Asset Portfolios, LLC | 126,026 | $17.4M | 2.67% | −38,145−23.2% | Reduced |
| Talbot Financial, LLC | 125,171 | $17.3M | 3.02% | +458+0.4% | Added |
| Baker Avenue Asset Management, LP | 124,537 | $17.2M | 0.86% | −792−0.6% | Reduced |
| Lido Advisors, LLC | 124,348 | $17.2M | 0.19% | +16,523+15.3% | Added |
| Daiwa Securities Group Inc. | 109,855 | $16.9M | 0.12% | +13,304+13.8% | Added |
| Yousif Capital Management, LLC | 121,101 | $16.8M | 0.21% | −4,690−3.7% | Reduced |
| Financial Counselors Inc | 119,772 | $16.6M | 0.33% | −684−0.6% | Reduced |
| MML Investors Services, LLC | 119,163 | $16.5M | 0.09% | +25,732+27.5% | Added |
| Louisiana State Employees Retirement System | 118,100 | $16.4M | 0.38% | +13,300+12.7% | Added |
| Pinnacle Associates Ltd | 117,714 | $16.3M | 0.30% | −4,053−3.3% | Reduced |
| Mutual of America Capital Management LLC | 117,564 | $16.3M | 0.20% | −4,045−3.3% | Reduced |
| Stanley Capital Management, LLC | 117,300 | $16.2M | 4.33% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 116,881 | $16.2M | 0.51% | +29,742+34.1% | Added |
| Payden & Rygel | 116,810 | $16.2M | 1.27% | −3,000−2.5% | Reduced |
| Payden & Rygel Investment Group | 116,810 | $16.2M | 1.27% | +116,810 | New |
| Guyasuta Investment Advisors Inc | 116,543 | $16.1M | 1.25% | +917+0.8% | Added |
| Capital International Inc | 116,415 | $16.1M | 0.31% | +10,913+10.3% | Added |
| Cumberland Partners Ltd | 114,375 | $15.8M | 1.52% | +26,430+30.1% | Added |
| Janney Montgomery Scott LLC | 113,183 | $15.7M | 0.06% | +14,696+14.9% | Added |
| Cullinan Associates Inc | 113,103 | $15.7M | 0.91% | +23,124+25.7% | Added |
| Aristotle Atlantic Partners, LLC | 112,749 | $15.6M | 0.63% | −2,403−2.1% | Reduced |
| Power Corp of Canada | 112,546 | $15.6M | 0.98% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112,478 | $15.6M | 0.04% | +57,791+105.7% | Added |
| Keybank National Association | 112,279 | $15.5M | 0.07% | −3,311−2.9% | Reduced |
| Bokf, NA | 116,107 | $15.4M | 0.34% | −112−0.1% | Reduced |
| Blue Whale Capital LLP | 110,000 | $15.2M | 2.45% | +110,000 | New |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $15.2M | 2.44% | 00.0% | Unchanged |
| First Foundation Advisors | 108,054 | $15.0M | 0.70% | +7,680+7.7% | Added |
| Lountzis Asset Management, LLC | 107,829 | $14.9M | 8.34% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 107,587 | $14.9M | 0.50% | −26,712−19.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 107,144 | $14.8M | 0.33% | +125+0.1% | Added |
| Eastern Bank | 105,823 | $14.7M | 0.73% | −42,919−28.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 105,522 | $14.6M | 0.07% | +4,683+4.6% | Added |
| Acadian Asset Management LLC | 104,781 | $14.5M | 0.06% | −130,122−55.4% | Reduced |
| BancorpSouth Bank | 104,730 | $14.5M | 1.28% | −843−0.8% | Reduced |
| Profund Advisors LLC | 104,414 | $14.5M | 0.80% | +16,127+18.3% | Added |
| Coronation Fund Managers Ltd. | 102,720 | $14.2M | 0.43% | −43,612−29.8% | Reduced |
| California First Leasing Corp | 102,000 | $14.1M | 8.17% | 00.0% | Unchanged |
| Curi Capital | 101,559 | $14.1M | 2.16% | −6,272−5.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 101,060 | $14.0M | 0.38% | +51,560+104.2% | Added |
| CCM Investment Advisers LLC | 100,939 | $14.0M | 1.93% | −522−0.5% | Reduced |
| Callahan Advisors, LLC | 100,800 | $14.0M | 1.75% | −5,252−5.0% | Reduced |
| LGT Group Foundation | 98,038 | $13.7M | 0.34% | −1,033−1.0% | Reduced |
| Two Sigma Advisers, LP | 98,700 | $13.7M | 0.04% | +98,700 | New |
| FRG Family Wealth Advisors LLC | 98,450 | $13.6M | 3.08% | −609−0.6% | Reduced |
| Ethic Inc. | 98,009 | $13.6M | 0.48% | +29,160+42.4% | Added |
| Polaris Wealth Advisory Group, LLC | 97,317 | $13.5M | 1.03% | +97,317 | New |
| Sandler Capital Management | 97,300 | $13.5M | 2.28% | +40,887+72.5% | Added |
| ExodusPoint Capital Management, LP | 96,494 | $13.4M | 0.17% | +69,498+257.4% | Added |
| AE Wealth Management LLC | 96,405 | $13.3M | 0.08% | +7,116+8.0% | Added |
| Grimes & Company, Inc. | 96,335 | $13.3M | 0.52% | +1,503+1.6% | Added |
| Signature Estate & Investment Advisors LLC | 94,093 | $13.0M | 0.44% | +1,545+1.7% | Added |
| Advanced Asset Management Advisors Inc | 93,800 | $13.0M | 3.11% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 93,693 | $13.0M | 0.08% | +1,444+1.6% | Added |
| Leuthold Group, LLC | 93,138 | $12.9M | 1.81% | −1,712−1.8% | Reduced |
| Walleye Capital LLC | 92,057 | $12.7M | 0.19% | +92,057 | New |
| Kiltearn Partners LLP | 91,600 | $12.7M | 1.00% | −148,500−61.8% | Reduced |
| Public Sector Pension Investment Board | 89,952 | $12.5M | 0.09% | −43,353−32.5% | Reduced |
| Carmel Capital Management L.L.C. | 89,945 | $12.5M | 7.05% | −940−1.0% | Reduced |
| Wealthfront Advisers LLC | 88,710 | $12.3M | 0.05% | +8,371+10.4% | Added |
| Raymond James Trust N.A. | 87,867 | $12.2M | 0.36% | −2,090−2.3% | Reduced |
| Cetera Investment Advisers | 87,323 | $12.1M | 0.10% | −3,538−3.9% | Reduced |
| Brown Brothers Harriman & Co | 87,244 | $12.1M | 0.11% | +1,607+1.9% | Added |
| Two Sigma Investments, LP | 87,101 | $12.1M | 0.03% | +87,101 | New |
| DuPont Capital Management Corp | 86,265 | $11.9M | 1.04% | +46,428+116.5% | Added |
| Beacon Investment Advisory Services, Inc. | 85,915 | $11.9M | 0.59% | +1,194+1.4% | Added |
| Citizens Financial Group Inc | 85,085 | $11.8M | 0.48% | −2,888−3.3% | Reduced |
| Pathstone Family Office, LLC | 82,882 | $11.6M | 0.09% | +43,405+110.0% | Added |
| Girard Partners Ltd. | 83,285 | $11.5M | 1.30% | −5,520−6.2% | Reduced |
| Cerity Partners LLC | 82,457 | $11.4M | 0.06% | −22,857−21.7% | Reduced |
| Ardevora Asset Management LLP | 81,746 | $11.3M | 0.56% | −181,154−68.9% | Reduced |
| Isthmus Partners, LLC | 80,806 | $11.2M | 1.61% | −959−1.2% | Reduced |
| Blair William & Co | 79,864 | $11.1M | 0.04% | −11,972−13.0% | Reduced |
| Maple Capital Management, Inc. | 79,280 | $11.0M | 1.25% | +351+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 78,571 | $10.9M | 0.42% | +26,004+49.5% | Added |
| Federation des caisses Desjardins du Quebec | 78,526 | $10.9M | 0.11% | −15,621−16.6% | Reduced |
| Gulf International Bank (UK) Ltd | 77,235 | $10.7M | 0.30% | −8,063−9.5% | Reduced |
| Shell Asset Management Co | 76,365 | $10.6M | 0.44% | −1,103−1.4% | Reduced |
| Torray LLC | 76,014 | $10.5M | 1.86% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 76,000 | $10.5M | 0.27% | +9,000+13.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 75,710 | $10.5M | 0.36% | +533+0.7% | Added |
| D.A. Davidson & Co. | 74,982 | $10.4M | 0.11% | +10,630+16.5% | Added |
| Gateway Investment Advisers LLC | 74,709 | $10.3M | 0.13% | −1,460−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,560 | $10.3M | 0.16% | +3,294+4.6% | Added |
| LVM Capital Management Ltd | 74,525 | $10.3M | 1.45% | +11,845+18.9% | Added |
| Baader Bank INC | 74,138 | $10.3M | 0.93% | −26,000−26.0% | Reduced |
| Mission Wealth Management, LP | 74,103 | $10.3M | 0.39% | +4,212+6.0% | Added |
| Churchill Management Corp | 73,963 | $10.2M | 0.17% | −4,229−5.4% | Reduced |