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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, 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: 3,520 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 20263,520$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, 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
Scientech Research LLC1,769$286.7K0.29%+1,769New
MTM Investment Management, LLC1,783$289.0K0.13%−250−12.3%Reduced
Osborne Partners Capital Management, LLC1,784$289.1K0.02%+1,784New
ARS Wealth Advisors Group, LLC1,784$289.2K0.04%−147−7.6%Reduced
BCK Partners, Inc.1,788$289.8K0.16%00.0%Unchanged
TCI Wealth Advisors, Inc.1,789$289.9K0.03%+1,789New
Sunpointe, LLC1,790$290.1K0.37%+1,790New
PFG Advisors1,790$290.2K0.02%−86−4.6%Reduced
Marcum Wealth, LLC1,791$290.3K0.03%+33+1.9%Added
Wealth Alliance1,791$290.3K0.04%−33−1.8%Reduced
Wilkinson Global Asset Management LLC1,793$290.6K0.02%−45−2.4%Reduced
TCWP LLC1,797$291.3K0.82%+16+0.9%Added
Investor AB1,800$291.7K0.01%+1,000+125.0%Added
Hodges Capital Management Inc.1,800$292.0K0.02%00.0%Unchanged
Lecap Asset Management Ltd1,804$292.4K0.11%+1,804New
Hamilton Point Investment Advisors, LLC1,797$292.4K0.06%00.0%Unchanged
Nemes Rush Group LLC1,820$295.0K0.05%−278−13.3%Reduced
Center For Asset Management LLC1,821$295.2K0.27%−177−8.9%Reduced
Institutional & Family Asset Management, LLC1,831$296.8K0.05%−12−0.7%Reduced
Marex Group plc1,831$296.8K0.01%+295+19.2%Added
West Michigan Advisors, LLC1,835$297.4K0.11%−29−1.6%Reduced
Sebold Capital Management, Inc.1,835$297.4K0.22%−218−10.6%Reduced
Gsa Capital Partners LLP1,845$299.0K0.03%+1,845New
Oxford Asset Management LLP1,846$299.2K0.45%+1,846New
Prosperity Consulting Group, LLC1,846$299.2K0.10%+1,846New
Steward Partners Investment Solutions, LLC1,850$299.8K0.13%+1,850New
Monument Capital Management1,850$299.9K0.10%+136+7.9%Added
Navellier & Associates Inc1,852$300.2K0.04%+1,852New
Cohen & Steers, Inc.1,869$303.0K0.00%+1,698+993.0%Added
Nicolet Bankshares Inc1,871$303.2K0.08%00.0%Unchanged
Measured Wealth Private Client Group, LLC1,872$303.4K0.11%+1,872New
Hoxton Planning & Management, LLC1,875$304.0K0.16%−21−1.1%Reduced
Gratus Capital LLC1,876$304.1K0.02%−298−13.7%Reduced
Quotient Wealth Partners, LLC1,878$304.4K0.01%+1,878New
Fulton Breakefield Broenniman LLC1,886$305.7K0.02%00.0%Unchanged
Financial Council Asset Management Inc1,886$305.7K0.20%00.0%Unchanged
Walker Asset Management, LLC1,892$306.7K0.22%+1,892New
Legacy Capital Wealth Partners, LLC1,892$306.7K0.09%+245+14.9%Added
Gallacher Capital Management LLC1,897$307.4K0.17%−30−1.6%Reduced
StrategIQ Financial Group, LLC1,906$308.9K0.03%00.0%Unchanged
Bigelow Investment Advisors, LLC1,912$309.9K0.17%+38+2.0%Added
Thrive Wealth Management, LLC1,914$310.1K0.07%+35+1.9%Added
Keebeck Wealth Management, LLC1,917$310.7K0.05%00.0%Unchanged
Fort, L.P.1,918$310.9K0.77%+425+28.5%Added
Planning Directions Inc1,920$311.1K0.22%+1,920New
Bremer Bank National Association1,921$311.3K0.06%+357+22.8%Added
Transcendent Capital Group LLC1,924$311.8K0.21%+1,924New
Buckingham Strategic Partners1,927$312.4K0.01%−868−31.1%Reduced
Soundwatch Capital LLC1,928$312.5K0.15%00.0%Unchanged
Highland Capital Management, LLC1,929$312.6K0.02%00.0%Unchanged
Martin Capital Advisors, LLP1,929$312.7K0.26%+29+1.5%Added
Five Oceans Advisors1,930$312.8K0.17%+7+0.4%Added
Austin Private Wealth, LLC1,943$314.9K0.04%−25−1.3%Reduced
AFS Financial Group, LLC1,951$316.2K0.30%−9,379−82.8%Reduced
State of Wyoming1,957$317.2K0.06%−1,573−44.6%Reduced
ASB Consultores, LLC1,959$317.5K0.11%−582−22.9%Reduced
Latitude Advisors, LLC1,960$317.6K0.22%+7+0.4%Added
Moreno Evelyn V1,961$317.8K0.15%00.0%Unchanged
Wolff Financial Management LLC1,965$318.0K0.10%00.0%Unchanged
Arrow Financial Corp1,965$318.5K0.03%−25−1.3%Reduced
Crawford Investment Counsel Inc1,971$319.4K0.01%+20+1.0%Added
Hudock, Inc.1,976$320.4K0.07%−21−1.1%Reduced
Executive Wealth Management, LLC1,981$321.1K0.03%+338+20.6%Added
Berger Financial Group, Inc1,991$322.7K0.03%−64−3.1%Reduced
Sheets Smith Wealth Management72,219$322.8K0.05%+70,478+4,048.1%Added
Impact Partnership Wealth, LLC1,994$323.1K0.12%−906−31.2%Reduced
RB Capital Management, LLC1,996$323.5K0.09%+3+0.2%Added
Paradigm Capital Management Inc2,000$324.1K0.02%00.0%Unchanged
Gabelli Funds LLC2,000$324.1K0.00%00.0%Unchanged
Mezzasalma Advisors, LLC2,000$324.1K0.18%00.0%Unchanged
Family Firm, Inc.2,018$327.1K0.08%+4+0.2%Added
BLB&B Advisors, LLC2,021$327.5K0.02%00.0%Unchanged
Pacific Global Investment Management CO2,030$329.0K0.07%−83−3.9%Reduced
Northwest Investment Counselors, LLC2,036$330.0K0.09%+24+1.2%Added
F/M Investments LLC2,039$330.5K0.19%+18+0.9%Added
REAP Financial Group, LLC2,042$331.0K0.10%+2,042New
Partners Capital Investment Group, LLP2,043$331.1K0.01%−325−13.7%Reduced
Trinity Legacy Partners, LLC2,047$331.7K0.10%+292+16.6%Added
Silver Oak Securities, Inc2,049$332.1K0.04%+1,096+115.0%Added
Schrum Private Wealth Management LLC2,050$332.2K0.47%−1,000−32.8%Reduced
Mirador Capital Partners LP2,054$333.0K0.07%+11+0.5%Added
Sunburst Financial Group, LLC2,064$334.4K0.10%+10.0%Added
Rodgers Brothers Inc.2,070$335.5K0.05%00.0%Unchanged
Rakuten Investment Management, Inc.2,069$337.5K0.00%+2,069New
AIMZ Investment Advisors, LLC2,085$337.9K0.14%−150−6.7%Reduced
Founders Financial Securities LLC2,090$338.7K0.04%+2,090New
Point72 Europe (London) LLP2,091$338.9K0.04%+2,091New
Cedar Mountain Advisors, LLC2,094$339.4K0.09%00.0%Unchanged
Heritage Trust Co2,110$342.0K0.05%+85+4.2%Added
Affinity Investment Advisors, LLC2,115$342.8K0.23%00.0%Unchanged
Clay Northam Wealth Management, LLC2,122$343.9K0.31%00.0%Unchanged
HBW Advisory Services LLC2,130$345.0K0.06%+28+1.3%Added
waypoint wealth counsel2,129$345.0K0.29%+32+1.5%Added
Alps Advisors Inc2,131$345.4K0.00%−165−7.2%Reduced
Jackson Creek Investment Advisors LLC2,137$346.0K0.13%−16−0.7%Reduced
Addison Capital Co2,136$346.2K0.21%−297−12.2%Reduced
STAR Financial Bank2,137$346.3K0.32%+374+21.2%Added
Pinnacle Financial Partners Inc2,141$347.0K0.01%+558+35.2%Added
OneAscent Wealth Management LLC2,138$347.0K0.14%−253−10.6%Reduced
DLK Investment Management, LLC2,159$349.9K0.16%+2,159New