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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, 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: 1,597 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 heldQ4 2023: $109.0B
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, 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
O'Dell Group, LLC700$113.4K0.03%+700New
MB, Levis & Associates, LLC701$113.7K0.07%+1+0.1%Added
Aspire Private Capital, LLC715$115.9K0.03%00.0%Unchanged
Coppell Advisory Solutions LLC718$116.4K0.02%+144+25.1%Added
Frazier Financial Advisors, LLC721$116.9K0.10%+721New
Compagnie Lombard Odier SCmA750$121.6K0.00%−440−37.0%Reduced
JTC Employer Solutions Trusteee Ltd750$122.0K0.01%00.0%Unchanged
Avondale Wealth Management757$122.6K0.10%00.0%Unchanged
Arlington Trust Co LLC776$125.8K0.04%+776New
Covestor Ltd792$128.0K0.09%+13+1.7%Added
AJOVista, LLC792$128.4K0.16%+792New
Hanson & Doremus Investment Management798$129.0K0.02%+4+0.5%Added
Webster Bank, N. A.800$129.7K0.02%+800New
Birchbrook, Inc.800$129.7K0.09%+800New
Caldwell Sutter Capital, Inc.811$131.4K0.07%−47−5.5%Reduced
Northwest Financial Advisors814$131.9K0.11%+814New
TCTC Holdings, LLC825$133.7K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC855$138.7K0.00%+1+0.1%Added
Kelly Financial Services LLC867$140.5K0.06%+2+0.2%Added
Financial Management Professionals, Inc.875$142.0K0.02%00.0%Unchanged
Bruce G. Allen Investments, LLC880$142.6K0.13%+880New
O'Brien Wealth Partners LLC907$147.0K0.04%+907New
Winthrop Capital Management, LLC924$149.8K0.05%+924New
Towarzystwo Funduszy Inwestycyjnych Pzu SA943$152.8K0.07%+943New
Lee Financial Co953$154.5K0.03%−27−2.8%Reduced
Financial Perspectives, Inc954$154.7K0.06%+2+0.2%Added
Hoey Investments, Inc961$155.8K0.04%−260−21.3%Reduced
Addison Advisors LLC980$158.8K0.06%+118+13.7%Added
Cetera Trust Company, N.A998$161.7K0.10%+998New
Arcadia Investment Management Corp1,000$162.1K0.03%00.0%Unchanged
Elgethun Capital Management1,017$164.8K0.05%00.0%Unchanged
Garde Capital, Inc.1,043$169.0K0.01%+130+14.2%Added
Capital Advisors, Ltd. LLC1,064$172.0K0.02%00.0%Unchanged
Jones Financial Companies LLLP1,067$172.9K0.00%+155+17.0%Added
Salem Investment Counselors Inc1,091$176.8K0.01%00.0%Unchanged
HWG Holdings LP1,098$178.0K0.08%+123+12.6%Added
ICA Group Wealth Management, LLC1,113$180.4K0.04%+1,113New
Sunbelt Securities, Inc.1,114$180.6K0.02%−60−5.1%Reduced
Virtus Investment Advisers, Inc.1,120$181.5K0.14%+1,120New
Sound Income Strategies, LLC1,130$183.2K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC1,133$183.7K0.04%+49+4.5%Added
Delta Asset Management LLC1,136$184.2K0.02%+6+0.5%Added
Strengthening Families & Communities, LLC1,170$189.6K0.13%+2+0.2%Added
Capital Analysts, LLC1,198$194.0K0.01%−17−1.4%Reduced
Godsey & Gibb Associates1,200$194.5K0.02%00.0%Unchanged
Wolff Wiese Magana LLC1,218$197.4K0.19%+63+5.5%Added
Gradient Investments LLC1,218$197.4K0.00%+6+0.5%Added
Centric Wealth Management1,170$200.2K0.07%+1,170New
Sym Financial Corp1,236$200.3K0.03%+1,236New
Wayfinding Financial, LLC1,242$201.0K0.14%+1,242New
PCA Investment Advisory Services Inc.1,245$201.7K0.13%+1,245New
Wealth Advisors of Iowa, LLC1,245$201.8K0.14%+1,245New
Outlook Wealth Advisors, LLC1,246$201.9K0.07%+1,246New
Home Federal Bank of Tennessee1,250$202.6K0.07%+1,250New
LexAurum Advisors, LLC1,251$202.7K0.05%+1,251New
Mathes Company, Inc.1,250$203.0K0.08%+1,250New
National Philanthropic Trust1,253$203.1K0.01%+1,253New
Keudell/Morrison Wealth Management1,263$204.7K0.07%−328−20.6%Reduced
Angeles Wealth Management, LLC1,278$207.1K0.03%+1,278New
Slow Capital, Inc.1,278$207.1K0.04%+1,278New
Auxier Asset Management1,283$207.9K0.03%+1,283New
First City Capital Management, Inc.1,285$208.3K0.12%+1,285New
Sargent Investment Group, LLC1,290$209.1K0.05%−766−37.3%Reduced
Meridian Wealth Advisors, LLC1,290$209.1K0.05%+1,290New
United Advisor Group, LLC1,290$209.1K0.25%+1,290New
Red Wave Investments LLC1,292$209.4K0.08%+1,292New
LifePro Asset Management1,296$210.0K0.16%+1,296New
Beaumont Financial Advisors, LLC1,297$210.1K0.02%+1,297New
Blue Barn Wealth, LLC1,298$210.4K0.12%+1,298New
GW Henssler & Associates Ltd1,300$210.7K0.01%+1,300New
Aldebaran Financial Inc.1,300$210.7K0.33%+1,300New
Mill Capital Management, LLC1,300$210.7K0.02%+1,300New
Petrus Trust Company, LTA1,301$210.9K0.02%+1,301New
First Command Advisory Services, Inc.1,302$211.0K0.00%+11+0.9%Added
Diversified, LLC1,307$211.9K0.05%+1,307New
IMS Capital Management1,308$212.0K0.10%+1,308New
Commons Capital, LLC1,310$212.4K0.33%+1,310New
Hobbs Group Advisors, LLC1,312$212.6K0.09%+1,312New
Austin Wealth Management, LLC1,070$213.5K0.06%+1,070New
Range Financial Group LLC1,318$213.6K0.13%+1,318New
Vanguard Capital Wealth Advisors1,318$213.6K0.17%+1,318New
Founders Capital Management1,318$213.7K0.16%+1+0.1%Added
Quadrant Private Wealth Management, LLC1,322$214.3K0.06%+1,322New
Harbour Investments, Inc.1,323$214.3K0.01%+239+22.0%Added
Sandy Spring Bank1,327$215.1K0.01%+10+0.8%Added
Capital Performance Advisors LLP1,327$215.1K0.09%+1,327New
Wealth Architects, LLC1,329$215.4K0.03%+1,329New
Castle Wealth Management LLC1,330$215.6K0.13%+1,330New
Merriman Wealth Management, LLC1,334$216.2K0.01%+1,334New
Dearborn Partners LLC1,345$218.0K0.01%+1,345New
Kerrisdale Advisers, LLC1,347$218.3K0.07%+1,347New
PBMares Wealth Management LLC1,349$218.6K0.07%+1,349New
Thomasville National Bank1,350$218.8K0.02%+1,350New
HCR Wealth Advisors1,355$219.7K0.03%+1,355New
Truepoint, Inc.1,356$219.8K0.01%−655−32.6%Reduced
Roof Eidam & Maycock1,365$221.2K0.07%+1,365New
Planned Solutions, Inc.1,365$221.2K0.10%+1,365New
Dixon Fnancial Services, Inc.1,367$221.6K0.14%+1,367New
NFP Retirement, Inc.1,367$221.6K0.04%+1,367New
Clarus Wealth Advisors1,382$221.6K0.13%+1,382New