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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
Lakeview Capital Partners, LLC2,167$351.1K0.06%+116+5.7%Added
Covenant Partners, LLC2,167$351.2K0.11%−10.0%Reduced
Moloney Securities Asset Management, LLC2,169$351.6K0.06%−158−6.8%Reduced
Cascade Investment Group, Inc.2,175$352.5K0.28%00.0%Unchanged
Lee Danner & Bass Inc2,181$353.0K0.03%00.0%Unchanged
Braun-Bostich & Associates Inc.2,181$353.5K0.32%+2,181New
Running Point Capital Advisors, LLC2,182$353.6K0.17%00.0%Unchanged
Silver Coast Investments LLC2,182$353.6K0.16%+2,182New
Canopy Partners, LLC2,189$354.8K0.22%+2,189New
Eagle Ridge Investment Management2,200$356.6K0.03%−8−0.4%Reduced
Zions Bancorporation, N.A.2,208$357.9K0.02%−487−18.1%Reduced
Pathway Financial Advisors LLC2,210$358.2K0.10%00.0%Unchanged
IMPACTfolio, LLC2,210$358.2K0.23%+2,210New
Onefund, LLC2,213$358.7K0.47%+2,213New
Bond & Devick Financial Network, Inc.2,215$359.0K0.20%−68−3.0%Reduced
Optas, LLC2,217$359.3K0.11%+451+25.5%Added
Oakworth Capital, Inc.2,223$360.3K0.03%00.0%Unchanged
Sivia Capital Partners, LLC2,226$360.8K0.27%+2,226New
S.E.E.D. Planning Group LLC2,233$361.9K0.15%−103−4.4%Reduced
Forza Wealth Management, LLC2,235$362.2K0.20%00.0%Unchanged
Custom Index Systems, LLC2,241$363.2K0.23%+2,241New
Spinnaker Investment Group, LLC2,242$363.4K0.11%+203+10.0%Added
Heartwood Wealth Advisors LLC2,248$364.3K0.05%00.0%Unchanged
RW Investment Management LLC2,250$364.7K0.06%00.0%Unchanged
Jmac Enterprises LLC2,251$364.8K0.08%−3−0.1%Reduced
Ssi Investment Management LLC2,254$365.3K0.03%−6−0.3%Reduced
Bristlecone Advisors, LLC2,259$366.1K0.04%−35−1.5%Reduced
Midwest Financial Group LLC2,263$367.0K0.27%00.0%Unchanged
Legacy Advisors, LLC2,268$367.6K0.05%−866−27.6%Reduced
Tritonpoint Wealth, LLC2,274$368.5K0.04%+2,274New
Quest Partners LLC2,278$369.2K0.08%+2,278New
Sunflower Bank, N.A.2,285$370.3K0.08%−87−3.7%Reduced
O'Rourke & Company, Inc2,292$371.0K0.24%00.0%Unchanged
Fayez Sarofim & Co2,000$371.7K0.00%−1,484−42.6%Reduced
Financial Network Wealth Management LLC2,300$372.0K0.16%00.0%Unchanged
EHP Funds Inc.2,300$372.8K0.19%+400+21.1%Added
Triumph Capital Management2,320$376.1K0.16%+2,320New
Waddell & Associates, LLC2,254$376.1K0.05%−1,000−30.7%Reduced
1st Source Bank2,323$376.5K0.02%00.0%Unchanged
Beverly Hills Private Wealth, LLC2,337$378.8K0.10%+2,337New
Appleton Partners Inc2,339$379.0K0.03%00.0%Unchanged
Redwood Wealth Management Group, LLC2,342$379.6K0.42%−140−5.6%Reduced
WESPAC Advisors, LLC2,356$381.8K0.27%+2,356New
Mesirow Financial Investment Management, Inc.2,358$382.2K0.01%+2,358New
Everett Harris & Co2,376$385.1K0.01%−400−14.4%Reduced
Aviance Capital Partners, LLC2,378$385.5K0.08%−643−21.3%Reduced
Veracity Capital LLC2,379$385.6K0.16%+101+4.4%Added
CVA Family Office, LLC2,380$385.8K0.08%+85+3.7%Added
Pinnacle Bancorp, Inc.2,381$385.9K0.13%+106+4.7%Added
Eudaimonia Partners, LLC2,402$389.3K0.10%−1,513−38.6%Reduced
David Loasby2,627$391.5K0.04%+157+6.4%Added
Walden Wealth Partners LLC2,420$392.2K0.25%+2,420New
Dohj, LLC2,424$392.9K0.12%+2,424New
Telos Capital Management, Inc.2,424$392.9K0.05%+45+1.9%Added
Wealthsource Partners, LLC2,426$393.2K0.03%−1,244−33.9%Reduced
RAM Investment Partners, LLC2,440$395.5K0.14%−168−6.4%Reduced
Old Port Advisors2,440$395.5K0.13%+5+0.2%Added
Buckhead Capital Management LLC2,441$395.6K0.15%+30+1.2%Added
Vaughan David Investments LLC2,445$396.0K0.01%−66−2.6%Reduced
Arvest Trust Co N A2,444$396.1K0.02%−2−0.1%Reduced
Essex Financial Services, Inc.2,444$396.1K0.04%+177+7.8%Added
Summit Financial Group Inc2,447$396.6K0.15%00.0%Unchanged
Inscription Capital, LLC2,448$396.7K0.11%+2,448New
Gabelli & Co Investment Advisers, Inc.2,450$397.1K0.07%00.0%Unchanged
Sandy Cove Advisors, LLC2,453$397.6K0.20%+308+14.4%Added
MV Capital Management, Inc.2,461$398.9K0.05%+13+0.5%Added
Hallmark Capital Management Inc2,468$400.0K0.03%−56−2.2%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital2,475$401.1K0.01%+2,475New
Financial Insights, Inc.2,476$401.3K0.13%00.0%Unchanged
Oracle Alpha Inc.2,477$401.4K0.52%+2,477New
Studio Investment Management LLC2,477$401.4K0.10%−450−15.4%Reduced
Birchcreek Wealth Management, LLC2,483$402.4K0.24%+20+0.8%Added
JGP Wealth Management, LLC2,490$403.6K0.06%+89+3.7%Added
Sterling Investment Counsel, LLC2,492$403.9K0.21%−583−19.0%Reduced
Ascent Group, LLC2,181$404.7K0.04%−171−7.3%Reduced
Albert D Mason Inc2,499$405.0K0.27%+60+2.5%Added
Alta Advisers Ltd2,500$405.2K0.22%00.0%Unchanged
Capital Markets Trading UK LLP2,505$406.0K0.30%+2,505New
Darwin Advisors, LLC2,542$412.0K0.11%−229−8.3%Reduced
Virtue Capital Management, LLC2,772$412.3K0.08%+2,772New
RMR Wealth Builders2,545$412.4K0.06%+152+6.4%Added
Paragon Private Wealth Management, LLC2,580$418.1K0.29%+2,580New
Joel Isaacson & Co., LLC2,585$418.9K0.03%+251+10.8%Added
Per Stirling Capital Management, LLC.2,585$418.9K0.08%00.0%Unchanged
Johnson Financial Group, Inc.2,592$420.1K0.02%+173+7.2%Added
Newbridge Financial Services Group, Inc.2,592$420.1K0.21%+646+33.2%Added
Wesbanco Bank Inc2,596$420.7K0.02%−3,777−59.3%Reduced
Associated Banc-Corp2,597$420.9K0.01%−424−14.0%Reduced
Strategic Blueprint, LLC2,600$421.4K0.03%−475−15.4%Reduced
Capula Management Ltd2,601$421.5K0.03%−7,952−75.4%Reduced
Delta Investment Management, LLC2,609$422.8K0.10%+524+25.1%Added
Dark Forest Capital Management LP2,617$424.1K0.06%−14,249−84.5%Reduced
Tower Bridge Advisors2,626$425.6K0.04%+10.0%Added
Woodward Diversified Capital, LLC2,637$427.4K0.27%−67−2.5%Reduced
Camden Capital, LLC2,641$428.1K0.04%−198−7.0%Reduced
Palumbo Wealth Management LLC2,654$430.2K0.22%+2,654New
Opes Wealth Management LLC2,655$430.3K0.10%−60−2.2%Reduced
Main Street Financial Solutions, LLC2,664$431.8K0.06%+849+46.8%Added
Astoria Portfolio Advisors LLC.2,565$432.7K0.18%−1,567−37.9%Reduced
Cooper Financial Group2,672$433.0K0.08%+891+50.0%Added