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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
Envestnet Portfolio Solutions, Inc.73,774$10.2M0.05%+73,774New
Huntington National Bank73,615$10.2M0.10%−2,413−3.2%Reduced
Annex Advisory Services, LLC73,550$10.2M0.62%+9,768+15.3%Added
Jacobs & Co73,552$10.2M1.27%−4,447−5.7%Reduced
Aptus Capital Advisors, LLC73,370$10.2M0.30%−4,552−5.8%Reduced
JustInvest LLC73,176$10.1M0.30%+4,986+7.3%Added
Kentucky Retirement Systems71,946$9.96M0.35%+3,997+5.9%Added
Prime Capital Investment Advisors, LLC71,848$9.95M0.20%+4,623+6.9%Added
Capital Investment Counsel, Inc71,375$9.88M1.99%−1,217−1.7%Reduced
Captrust Financial Advisors71,102$9.84M0.04%−6,470−8.3%Reduced
Roanoke Asset Management Corp70,845$9.81M4.02%−490−0.7%Reduced
Elo Mutual Pension Insurance Co70,284$9.73M0.30%+737+1.1%Added
Hosking Partners LLP70,254$9.73M0.43%+2,118+3.1%Added
Bard Financial Services, Inc.70,075$9.70M1.20%+125+0.2%Added
Lowe Brockenbrough & Co Inc69,478$9.62M0.75%+69+0.1%Added
Intermede Investment Partners Ltd68,994$9.55M0.24%−13,153−16.0%Reduced
Hoylecohen, LLC68,722$9.51M0.88%+314+0.5%Added
Holderness Investments Co68,049$9.42M3.67%−1,725−2.5%Reduced
Ieq Capital, LLC67,261$9.31M0.19%−427−0.6%Reduced
Buckingham Capital Management, Inc.67,137$9.30M1.42%+2,445+3.8%Added
Connectus Wealth, LLC65,645$9.09M0.20%+21,300+48.0%Added
Pinebridge Investments, L.P.65,623$9.09M0.10%−3,710−5.4%Reduced
Brown Advisory Inc65,361$9.05M0.01%+9,292+16.6%Added
Marvin & Palmer Associates Inc65,056$9.01M5.84%−14,553−18.3%Reduced
Maryland State Retirement & Pension System65,020$9.00M0.21%+531+0.8%Added
Trillium Asset Management, LLC64,654$8.95M0.27%−25,127−28.0%Reduced
Evercore Wealth Management, LLC63,360$8.77M0.16%+1,327+2.1%Added
Cantor Fitzgerald, L. P.62,502$8.65M0.23%−599−0.9%Reduced
MBB Public Markets I LLC62,322$8.63M0.58%−1,640−2.6%Reduced
Savoie Capital LLC62,045$8.59M2.25%+62,045New
Oppenheimer Asset Management Inc.62,040$8.59M0.13%−13,904−18.3%Reduced
Banque Pictet & Cie SA61,767$8.55M0.10%−4,333−6.6%Reduced
General American Investors Co Inc61,652$8.54M0.77%00.0%Unchanged
Liontrust Investment Partners LLP61,000$8.45M0.13%+61,000New
Oppenheimer & Co Inc60,648$8.40M0.17%+2,405+4.1%Added
Symmetry Investments LP60,356$8.36M2.43%+14,488+31.6%Added
Securian Asset Management, Inc60,261$8.34M0.25%−10,657−15.0%Reduced
Cresset Asset Management, LLC59,788$8.28M0.06%+3,364+6.0%Added
F&V Capital Management, LLC59,651$8.26M2.83%−360−0.6%Reduced
Hartford Investment Management Co58,558$8.11M0.32%−2,064−3.4%Reduced
Maytus Capital Management, LLC58,500$8.10M4.51%+58,500New
Jamison Private Wealth Management, Inc.58,319$8.07M1.67%+58,319New
Tower Research Capital LLC (TRC)58,244$8.06M0.25%+34,860+149.1%Added
Cullen/Frost Bankers, Inc.57,659$7.98M0.14%+1,391+2.5%Added
Larson Financial Group LLC57,308$7.93M0.78%−248−0.4%Reduced
Glassy Mountain Advisors, Inc.56,838$7.93M3.78%−3,275−5.4%Reduced
Fund Management at Engine No. 1 LLC56,029$7.76M1.23%−27,203−32.7%Reduced
SFMG, LLC55,630$7.70M0.79%+947+1.7%Added
CTC LLC55,515$7.69M0.35%+34,313+161.8%Added
William Allan, LLC55,373$7.67M6.07%−747−1.3%Reduced
Colonial Trust Advisors54,495$7.54M0.86%−427−0.8%Reduced
Synovus Financial Corp53,909$7.46M0.09%−3,604−6.3%Reduced
Wellington Management Group LLP53,854$7.46M0.00%+15,637+40.9%Added
Burney Co53,612$7.42M0.35%+728+1.4%Added
Point72 Middle East FZE53,335$7.38M0.45%−44,949−45.7%Reduced
Greenwich Wealth Management LLC53,183$7.36M0.78%−36−0.1%Reduced
Summit Street Capital Management, LLC52,581$7.28M3.25%00.0%Unchanged
Montag A & Associates Inc52,332$7.25M0.46%+19,867+61.2%Added
Cornerstone Advisors, LLC52,100$7.21M0.34%−4,500−8.0%Reduced
Brinker Capital Investments, LLC51,989$7.20M0.09%−2,025−3.7%Reduced
Orion Portfolio Solutions, LLC51,989$7.20M0.09%−2,025−3.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund51,977$7.20M0.03%−348,023−87.0%Reduced
Pallas Capital Advisors LLC54,592$7.15M0.44%+537+1.0%Added
Westpac Banking Corp51,645$7.15M0.54%−6,915−11.8%Reduced
Atria Investments LLC51,471$7.12M0.13%+14,100+37.7%Added
Tiaa Trust, National Association51,365$7.11M0.03%+51,365New
O'Shaughnessy Asset Management, LLC51,346$7.11M0.11%+8,371+19.5%Added
Atria Wealth Solutions, Inc.51,337$7.11M0.10%+1,383+2.8%Added
Flputnam Investment Management Co51,011$7.06M0.20%+1,960+4.0%Added
WoodTrust Financial Corp50,655$7.01M1.34%−1,416−2.7%Reduced
Compass Wealth Management LLC50,565$7.00M2.20%−931−1.8%Reduced
Kestra Advisory Services, LLC50,428$6.98M0.07%+5,551+12.4%Added
First Citizens Bank & Trust Co50,009$6.92M0.13%−862−1.7%Reduced
L & S Advisors Inc49,974$6.92M0.99%+1,874+3.9%Added
KCM Investment Advisors LLC49,260$6.82M0.29%−2,108−4.1%Reduced
Commerce Bank49,158$6.81M0.05%+159+0.3%Added
Choate Investment Advisors49,149$6.80M0.27%+2,249+4.8%Added
Davenport & Co LLC49,122$6.80M0.05%+819+1.7%Added
FourThought Financial Partners, LLC48,832$6.76M0.94%−670−1.4%Reduced
Signet Financial Management, LLC48,460$6.71M1.11%−1,123−2.3%Reduced
Meitav Dash Investments Ltd48,002$6.63M0.11%−25,243−34.5%Reduced
Cape Cod Five Cents Savings Bank47,518$6.58M0.36%+26,035+121.2%Added
Antipodes Partners Ltd47,416$6.55M0.21%−3,204−6.3%Reduced
EverSource Wealth Advisors, LLC46,982$6.50M0.69%+4,875+11.6%Added
Congress Wealth Management LLC46,879$6.49M0.13%−220.0%Reduced
Advisor Partners II, LLC46,374$6.42M0.26%+439+1.0%Added
Smithbridge Asset Management Inc46,221$6.40M1.59%+651+1.4%Added
Guinness Atkinson Asset Management Inc46,092$6.38M3.55%00.0%Unchanged
Segall Bryant & Hamill, LLC45,772$6.34M0.07%−589−1.3%Reduced
Kinneret Advisory, LLC45,476$6.30M0.78%−27−0.1%Reduced
Avitas Wealth Management LLC45,019$6.23M1.19%−358−0.8%Reduced
TownSquare Capital, LLC45,000$6.23M0.11%−6,735−13.0%Reduced
MAI Capital Management44,708$6.19M0.09%+25,253+129.8%Added
Meritage Portfolio Management44,558$6.17M0.46%−987−2.2%Reduced
Prudential PLC44,435$6.15M0.07%−21,989−33.1%Reduced
Toroso Investments, LLC44,361$6.14M0.19%+4,669+11.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management44,309$6.13M0.24%+6,842+18.3%Added
Carmignac Gestion44,187$6.12M0.11%−28,946−39.6%Reduced
Taylor Hoffman Wealth Management44,128$6.11M3.15%−229−0.5%Reduced
Ascent Wealth Partners, LLC44,055$6.10M1.12%−313−0.7%Reduced