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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; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q4 2023

Institutional positions in Applied Materials Inc as of Dec 31, 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
2,034
+213 vs. Q3 2023
Shares held
673.2M
+4.99M (+0.7%) vs. Q3 2023
Total value
$109.0B
+$16.4B (+17.7%) vs. Q3 2023
New holders
298
744 more added
Sold out
85
719 more reduced

31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 2,034 institutions
Q1 2021: 1,596 institutionsQ2 2021: 1,648 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: 2,324 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,518 institutions
Value heldQ4 2023: $111.5B
Q1 2021: $98.3BQ2 2021: $101.4BQ3 2021: $90.1BQ4 2021: $110.9BQ1 2022: $90.1BQ2 2022: $60.4BQ3 2022: $54.6BQ4 2022: $65.5BQ1 2023: $84.2BQ2 2023: $96.5BQ3 2023: $93.0BQ4 2023: $111.5BQ1 2024: $140.3BQ2 2024: $157.7BQ3 2024: $133.5BQ4 2024: $105.3BQ1 2025: $91.8BQ2 2025: $115.7BQ3 2025: $130.6BQ4 2025: $170.6BQ1 2026: $219.3BQ2 2026: $477.6B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,518$477.6B
Q1 20262,955$219.3B
Q4 20252,645$170.6B
Q3 20252,362$130.6B
Q2 20252,324$115.7B
Q1 20252,166$91.8B
Q4 20242,240$105.3B
Q3 20242,216$133.5B
Q2 20242,286$157.7B
Q1 20242,221$140.3B
Q4 20232,034$111.5B
Q3 20231,852$93.0B
Q2 20231,830$96.5B
Q1 20231,761$84.2B
Q4 20221,685$65.5B
Q3 20221,561$54.6B
Q2 20221,631$60.4B
Q1 20221,781$90.1B
Q4 20211,846$110.9B
Q3 20211,638$90.1B
Q2 20211,648$101.4B
Q1 20211,596$98.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2023.

Institutions holding AMAT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.75,203,893$12.2B0.31%+2,866,213+4.0%Added
Vanguard Group Inc74,117,176$12.0B0.26%+973,218+1.3%Added
State Street Corp37,947,656$6.15B0.30%+900,962+2.4%Added
Capital World Investors26,386,915$4.28B0.76%−10,366,249−28.2%Reduced
Capital International Investors22,005,192$3.57B0.80%+682,098+3.2%Added
Geode Capital Management, LLC18,283,656$2.96B0.31%−149,202−0.8%Reduced
Price T Rowe Associates Inc13,738,382$2.23B0.30%+224,296+1.7%Added
Bank of New York Mellon Corp10,900,628$1.77B0.36%−617,662−5.4%Reduced
FMR LLC10,645,992$1.73B0.13%−117,395−1.1%Reduced
Morgan Stanley10,298,028$1.67B0.15%+302,741+3.0%Added
Goldman Sachs Group Inc9,975,460$1.62B0.35%+691,393+7.4%Added
Northern Trust Corp9,483,916$1.54B0.28%−548,934−5.5%Reduced
Norges Bank9,346,665$1.51B0.26%+350,117+3.9%Added
Nuveen Asset Management, LLC7,967,374$1.29B0.42%−1,520,705−16.0%Reduced
Generation Investment Management LLP7,359,623$1.19B5.41%−1,022,782−12.2%Reduced
Ameriprise Financial Inc7,248,645$1.17B0.35%−593,275−7.6%Reduced
Invesco Ltd.7,081,498$1.15B0.27%+869,760+14.0%Added
Matrix Capital Management Company, LP7,052,700$1.14B11.76%00.0%Unchanged
UBS Asset Management Americas Inc6,898,434$1.12B0.44%+917,724+15.3%Added
Bank of America Corp6,762,997$1.10B0.12%+145,307+2.2%Added
Legal & General Group Plc6,196,995$1.00B0.31%+57,401+0.9%Added
Deutsche Bank AG6,099,505$988.5M0.51%+357,564+6.2%Added
Davis Selected Advisers5,937,245$962.3M5.44%−872,578−12.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,853,296$948.6M1.26%+116,809+2.0%Added
Pictet Asset Management Holding SA5,570,803$902.9M1.00%−180,338−3.1%Reduced
Fisher Asset Management, LLC5,007,545$811.6M0.43%+120,636+2.5%Added
American Century Companies Inc4,863,886$788.3M0.54%−104,952−2.1%Reduced
Lazard Asset Management LLC4,698,605$761.5M0.96%+345,576+7.9%Added
Barclays PLC4,667,534$756.5M0.39%+2,001,201+75.1%Added
Charles Schwab Investment Management Inc4,494,928$728.5M0.18%+66,923+1.5%Added
UBS Group AG4,484,183$726.8M0.29%+538,650+13.7%Added
Parnassus Investments4,473,133$725.0M1.61%+12,404+0.3%Added
Dimensional Fund Advisors LP4,264,901$691.2M0.20%+124,891+3.0%Added
Massachusetts Financial Services Co4,188,932$678.9M0.22%−826,068−16.5%Reduced
Amundi4,483,244$677.2M0.30%+1,143,142+34.2%Added
Van Eck Associates Corp3,838,268$622.1M1.13%+308,579+8.7%Added
Swedbank AB3,616,762$586.2M0.95%−99,412−2.7%Reduced
Cantillon Capital Management LLC3,476,251$563.4M3.76%−83,845−2.4%Reduced
Royal Bank of Canada3,321,440$538.3M0.13%+936,106+39.2%Added
JPMorgan Chase & Co3,262,608$528.8M0.05%+239,058+7.9%Added
Primecap Management Co3,234,083$524.1M0.41%−138,329−4.1%Reduced
Menora Mivtachim Holdings Ltd.3,210,998$520.4M4.38%+138,898+4.5%Added
Allianz Asset Management GmbH3,168,976$513.6M0.95%+359,246+12.8%Added
Sumitomo Mitsui Trust Holdings, Inc.3,037,910$492.4M0.36%−71,971−2.3%Reduced
Jennison Associates LLC2,831,986$459.0M0.34%+351,206+14.2%Added
Franklin Resources Inc2,732,973$442.9M0.21%−696,433−20.3%Reduced
Swiss National Bank2,615,900$424.0M0.31%−85,200−3.2%Reduced
Impax Asset Management Group plc2,604,951$421.7M1.69%+58,279+2.3%Added
Boston Partners2,552,352$414.1M0.55%−182,068−6.7%Reduced
HSBC Holdings PLC2,378,680$385.4M0.35%+358,262+17.7%Added
Neuberger Berman Group LLC2,194,067$355.6M0.31%+538,239+32.5%Added
Wellington Management Group LLP2,175,766$352.6M0.07%+2,121,912+3,940.1%Added
California Public Employees Retirement System2,159,465$350.0M0.27%−2,091−0.1%Reduced
Qube Research & Technologies Ltd2,070,756$335.6M0.76%+772,961+59.6%Added
BNP Paribas Arbitrage, SA1,929,837$312.7M0.57%+492,100+34.2%Added
Wells Fargo & Company1,845,084$299.0M0.08%−5800.0%Reduced
New York State Common Retirement Fund1,840,727$298.3M0.41%−137,582−7.0%Reduced
Nordea Investment Management AB1,838,583$297.4M0.38%−23,595−1.3%Reduced
FIL Ltd1,831,676$296.9M0.31%−1,462,308−44.4%Reduced
LSV Asset Management1,794,715$290.9M0.63%+213,987+13.5%Added
Naya Capital Management UK Ltd1,792,386$290.5M24.36%+152,080+9.3%Added
Ensign Peak Advisors, Inc1,759,393$285.1M0.56%−529,440−23.1%Reduced
National Pension Service1,728,013$280.1M0.39%+46,111+2.7%Added
Credit Suisse AG1,705,764$276.5M0.27%+19,461+1.2%Added
Rafferty Asset Management, LLC1,704,160$276.2M1.16%+133,614+8.5%Added
Citigroup Inc1,697,981$275.2M0.36%−152,191−8.2%Reduced
First Trust Advisors LP1,693,461$274.5M0.30%−134,815−7.4%Reduced
Bank of Montreal1,653,163$270.0M0.09%+551,202+50.0%Added
Rhumbline Advisers1,641,060$266.0M0.28%−17,119−1.0%Reduced
Voya Investment Management LLC1,465,344$237.5M0.24%−559,879−27.6%Reduced
Coatue Management LLCSuperinvestorCoatue Management1,446,802$234.5M0.98%−22,113−1.5%Reduced
Vontobel Holding Ltd.1,415,867$229.5M1.92%+406,800+40.3%Added
AQR Capital Management LLC1,391,351$225.5M0.42%+270,555+24.1%Added
AXA S.A.1,382,870$224.1M0.72%+62,930+4.8%Added
California State Teachers Retirement System1,352,445$219.2M0.30%+11,262+0.8%Added
TD Asset Management Inc1,322,656$214.4M0.21%+494,496+59.7%Added
Man Group plc1,310,998$212.5M0.61%––
KBC Group NV1,241,824$201.3M0.71%+66,505+5.7%Added
Skandinaviska Enskilda Banken AB (publ)1,211,511$196.3M1.14%+284,594+30.7%Added
Victory Capital Management Inc1,188,456$192.6M0.20%+120,011+11.2%Added
Prudential Financial Inc1,195,980$192.0M0.29%+241,999+25.4%Added
Alliancebernstein L.P.1,147,507$186.0M0.07%−788,188−40.7%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,146,546$185.8M0.79%+317,097+38.2%Added
Mirae Asset Global Investments Co., Ltd.1,127,781$182.8M0.37%−43,235−3.7%Reduced
Principal Financial Group Inc1,094,422$177.4M0.11%+30,517+2.9%Added
Envestnet Asset Management Inc1,093,076$177.2M0.07%−8,393−0.8%Reduced
National Bank of Canada1,140,314$176.0M0.32%+672,108+143.5%Added
Royal London Asset Management Ltd1,069,060$173.3M0.50%+71,842+7.2%Added
Putnam Investments LLC1,031,350$167.2M0.22%−463,674−31.0%Reduced
Great West Life Assurance Co1,032,778$166.6M0.37%+26,241+2.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,022,935$165.8M0.63%+176,427+20.8%Added
Janus Henderson Group PLC995,841$161.4M0.10%−62,126−5.9%Reduced
Macquarie Group Ltd993,610$161.0M0.19%−180,974−15.4%Reduced
DekaBank Deutsche Girozentrale976,543$160.1M0.33%+75,688+8.4%Added
Caisse de Depot Et Placement du Quebec936,211$151.7M0.39%+67,282+7.7%Added
Mitsubishi UFJ Trust & Banking Corp935,891$151.7M0.36%−53,661−5.4%Reduced
Harding Loevner LP931,611$151.1M0.85%−13,563−1.4%Reduced
State Board of Administration of Florida Retirement System921,633$149.4M0.31%−76,847−7.7%Reduced
Abrams Bison Investments, LLC910,000$147.5M14.78%−14,000−1.5%Reduced
Standard Life Aberdeen plc902,080$146.2M0.32%+185,920+26.0%Added