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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 18,360 | $2.98M | 1.15% | +311+1.7% | Added |
| Kemnay Advisory Services Inc. | 18,385 | $2.98M | 0.72% | −1,851−9.1% | Reduced |
| Dakota Wealth Management | 18,555 | $3.01M | 0.12% | +2,032+12.3% | Added |
| Conscious Wealth Investments, LLC | 17,516 | $3.02M | 2.41% | +17,516 | New |
| Meitav Dash Investments Ltd | 18,962 | $3.08M | 0.05% | −29,040−60.5% | Reduced |
| CoreCap Advisors, LLC | 19,019 | $3.08M | 0.20% | +604+3.3% | Added |
| Palisade Capital Management LLC | 19,048 | $3.09M | 0.08% | −12−0.1% | Reduced |
| First Manhattan Co | 19,081 | $3.10M | 0.01% | +286+1.5% | Added |
| Perennial Advisors, LLC | 19,147 | $3.10M | 0.76% | −186−1.0% | Reduced |
| Change Path, LLC | 19,170 | $3.11M | 0.20% | +2,841+17.4% | Added |
| Edmond de Rothschild Holding S.A. | 19,241 | $3.12M | 0.06% | +5,776+42.9% | Added |
| Pettee Investors, Inc. | 19,242 | $3.12M | 1.38% | 00.0% | Unchanged |
| Balentine LLC | 19,263 | $3.12M | 0.10% | +3,538+22.5% | Added |
| Tokio Marine Asset Management Co Ltd | 19,270 | $3.12M | 0.17% | +492+2.6% | Added |
| Cape Ann Savings Bank | 19,071 | $3.13M | 2.07% | +423+2.3% | Added |
| Occidental Asset Management, LLC | 19,421 | $3.15M | 0.65% | +257+1.3% | Added |
| Benjamin Edwards Inc | 19,430 | $3.15M | 0.69% | +2,468+14.6% | Added |
| Stanley-Laman Group, Ltd. | 19,462 | $3.15M | 0.48% | −693−3.4% | Reduced |
| Saranac Partners Ltd | 19,480 | $3.16M | 2.09% | +19,480 | New |
| Processus Wealth & Capital Management, LLC | 19,763 | $3.20M | 3.20% | +19,763 | New |
| FJ Investments, LLC | 19,804 | $3.21M | 0.15% | +19,804 | New |
| American Money Management, LLC | 19,921 | $3.23M | 0.73% | −540−2.6% | Reduced |
| Mather Group, LLC. | 19,931 | $3.23M | 0.05% | +112+0.6% | Added |
| Tandem Capital Management Corp | 19,934 | $3.23M | 2.01% | −1,353−6.4% | Reduced |
| Harfst & Associates, Inc. | 19,997 | $3.24M | 0.86% | −432−2.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,074 | $3.25M | 0.34% | +2,647+15.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 20,092 | $3.26M | 0.96% | +20,092 | New |
| Ancora Advisors, LLC | 20,194 | $3.27M | 0.08% | +14+0.1% | Added |
| ARS Investment Partners, LLC | 20,207 | $3.27M | 0.36% | −1,000−4.7% | Reduced |
| Graham Capital Management, L.P. | 20,228 | $3.28M | 0.10% | +2,390+13.4% | Added |
| Bangor Savings Bank | 20,251 | $3.28M | 0.36% | −958−4.5% | Reduced |
| Cullen Capital Management LLC | 20,295 | $3.29M | 0.05% | −3,063−13.1% | Reduced |
| Institute for Wealth Management, LLC. | 20,323 | $3.29M | 0.54% | −65−0.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 20,343 | $3.30M | 0.49% | +1,000+5.2% | Added |
| Elevatus Welath Management | 20,347 | $3.30M | 1.50% | +5,048+33.0% | Added |
| Outfitter Financial LLC | 20,350 | $3.30M | 2.88% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 20,389 | $3.30M | 0.19% | +20,389 | New |
| Avantax Advisory Services, Inc. | 20,420 | $3.31M | 0.03% | +4,129+25.3% | Added |
| Twin Capital Management Inc | 20,449 | $3.31M | 0.43% | −65−0.3% | Reduced |
| Fruth Investment Management | 20,575 | $3.33M | 0.93% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20,585 | $3.34M | 0.17% | −196−0.9% | Reduced |
| Atlas Capital Advisors LLC | 20,612 | $3.34M | 0.48% | +547+2.7% | Added |
| Ontario Teachers Pension Plan Board | 20,784 | $3.37M | 0.03% | −5,783−21.8% | Reduced |
| Flossbach Von Storch AG | 20,798 | $3.37M | 0.02% | −153,615−88.1% | Reduced |
| Ostrum Asset Management | 21,059 | $3.41M | 0.30% | +3,969+23.2% | Added |
| Williams Jones Wealth Management, LLC. | 21,121 | $3.42M | 0.05% | +10,632+101.4% | Added |
| River & Mercantile Asset Management LLP | 21,186 | $3.43M | 0.65% | −1,898−8.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 21,341 | $3.46M | 0.18% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 21,379 | $3.46M | 0.74% | −263−1.2% | Reduced |
| Meridian Wealth Management, LLC | 21,443 | $3.48M | 0.22% | −13,539−38.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 21,594 | $3.50M | 0.36% | −25,924−54.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 21,650 | $3.51M | 2.92% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,666 | $3.51M | 0.03% | +4,266+24.5% | Added |
| Smithfield Trust Co | 21,697 | $3.52M | 0.20% | −496−2.2% | Reduced |
| Azimuth Capital Investment Management LLC | 21,790 | $3.53M | 0.16% | −3,360−13.4% | Reduced |
| Hendley & Co Inc | 21,889 | $3.55M | 1.38% | −445−2.0% | Reduced |
| Independent Advisor Alliance | 22,151 | $3.59M | 0.13% | +370+1.7% | Added |
| Geneva Partners, LLC | 22,411 | $3.63M | 2.01% | +22,411 | New |
| SP Asset Management LLC | 22,447 | $3.64M | 0.37% | +404+1.8% | Added |
| Beacon Investment Advisors LLC | 22,507 | $3.65M | 2.33% | +121+0.5% | Added |
| Wunderlich Capital Managemnt | 22,641 | $3.67M | 1.65% | −509−2.2% | Reduced |
| Advisory Resource Group | 22,643 | $3.67M | 0.91% | −1,177−4.9% | Reduced |
| FineMark National Bank & Trust | 22,723 | $3.68M | 0.15% | −109−0.5% | Reduced |
| Everence Capital Management Inc | 22,816 | $3.70M | 0.26% | 00.0% | Unchanged |
| Wright Investors Service Inc | 23,010 | $3.73M | 1.05% | −867−3.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,389 | $3.79M | 0.25% | +250+1.1% | Added |
| Phraction Management LLC | 23,430 | $3.80M | 1.60% | +17+0.1% | Added |
| CIBC Private Wealth Group, LLC | 23,477 | $3.80M | 0.01% | +3,809+19.4% | Added |
| Hennessy Advisors Inc | 23,613 | $3.83M | 0.19% | +95+0.4% | Added |
| Stratos Wealth Partners, LTD. | 23,618 | $3.83M | 0.07% | +1,846+8.5% | Added |
| Cypress Asset Management Inc | 23,637 | $3.83M | 1.15% | −141−0.6% | Reduced |
| Leibman Financial Services, Inc. | 23,877 | $3.87M | 3.23% | +23,877 | New |
| TD Private Client Wealth LLC | 24,008 | $3.89M | 0.14% | −3,376−12.3% | Reduced |
| Diversified Trust Co | 24,309 | $3.94M | 0.13% | +1,886+8.4% | Added |
| Cetera Advisors LLC | 24,340 | $3.94M | 0.05% | −567−2.3% | Reduced |
| Central Bank & Trust Co | 24,568 | $3.98M | 0.62% | −114−0.5% | Reduced |
| Morse Asset Management, Inc | 24,677 | $4.00M | 1.18% | −549−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 24,679 | $4.00M | 0.05% | −586−2.3% | Reduced |
| Apollon Wealth Management, LLC | 24,697 | $4.00M | 0.14% | +6,502+35.7% | Added |
| BOCHK Asset Management Ltd | 24,800 | $4.02M | 2.47% | +24,800 | New |
| Resolute Capital Asset Partners LLC | 25,000 | $4.05M | 2.64% | +25,000 | New |
| Nomura Holdings Inc | 25,035 | $4.06M | 0.04% | +12,090+93.4% | Added |
| United Services Automobile Association | 25,167 | $4.08M | 0.09% | +2,076+9.0% | Added |
| 1832 Asset Management L.P. | 25,218 | $4.09M | 0.01% | −7,411−22.7% | Reduced |
| Nilsine Partners, LLC | 25,237 | $4.09M | 0.63% | −15−0.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 25,345 | $4.11M | 0.84% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 25,460 | $4.13M | 1.74% | +970+4.0% | Added |
| D L Carlson Investment Group Inc | 22,039 | $4.14M | 0.84% | −10,000−31.2% | Reduced |
| Daymark Wealth Partners, LLC | 25,629 | $4.15M | 0.26% | +50.0% | Added |
| Shayne & Co., LLC | 25,662 | $4.16M | 1.29% | −443−1.7% | Reduced |
| Abner Herrman & Brock LLC | 25,730 | $4.17M | 0.59% | +25,730 | New |
| Colonial Trust Co | 25,759 | $4.17M | 0.87% | +706+2.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 25,937 | $4.20M | 2.82% | −113−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,094 | $4.23M | 0.24% | +915+3.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,142 | $4.24M | 0.15% | +20,170+337.7% | Added |
| Hantz Financial Services, Inc. | 26,221 | $4.25M | 0.09% | −1,926−6.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 26,332 | $4.27M | 0.39% | −9,480−26.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,478 | $4.29M | 0.11% | −28−0.1% | Reduced |
| Peak Planning Group, LLC | 26,943 | $4.37M | 3.14% | +1,938+7.8% | Added |
| Glenview Trust Co | 26,950 | $4.37M | 0.11% | −1,077−3.8% | Reduced |