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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
Flagship Harbor Advisors, LLC10,640$1.72M0.13%+2,527+31.1%Added
Roundview Capital LLC10,597$1.72M0.16%+143+1.4%Added
Martingale Asset Management L P10,572$1.71M0.03%−7,751−42.3%Reduced
Ballentine Partners, LLC10,572$1.71M0.03%+1,398+15.2%Added
Adirondack Trust Co8,488$1.71M0.74%−148−1.7%Reduced
SeaCrest Wealth Management, LLC11,472$1.71M0.21%+601+5.5%Added
Tealwood Asset Management Inc10,545$1.71M0.82%−168−1.6%Reduced
Schechter Investment Advisors, LLC10,447$1.69M0.15%−378−3.5%Reduced
Invesco, LLC10,433$1.69M0.79%−378−3.5%Reduced
American State Bank (Iowa)10,430$1.69M1.08%−318−3.0%Reduced
Verus Capital Partners, LLC10,422$1.69M0.21%−79−0.8%Reduced
GLOBALT Investments LLC10,325$1.67M0.07%+10,325New
Carmel Capital Partners, LLC10,311$1.67M0.85%−212−2.0%Reduced
Handelsinvest Investeringsforvaltning10,308$1.67M0.68%+10,308New
Greenfield Savings Bank10,306$1.67M0.97%+88+0.9%Added
Two Sigma Investments, LP10,300$1.67M0.00%−76,801−88.2%Reduced
TTP Investments, Inc.10,299$1.67M0.72%−600−5.5%Reduced
Clarius Group, LLC10,268$1.66M0.14%−526−4.9%Reduced
Waters Parkerson & Co., LLC10,255$1.66M0.09%+1,278+14.2%Added
Patriot Financial Group Insurance Agency, LLC10,239$1.66M0.31%+423+4.3%Added
Colony Group, LLC10,209$1.66M0.02%+10,209New
Redmond Asset Management, LLC10,161$1.65M0.53%−5,552−35.3%Reduced
RMB Capital Management, LLC10,026$1.62M0.05%−14−0.1%Reduced
Barbara Oil Co.10,000$1.62M0.73%00.0%Unchanged
Exchange Capital Management, Inc.9,940$1.61M0.29%−555−5.3%Reduced
SYSTM Wealth Solutions LLC9,861$1.60M0.22%−883−8.2%Reduced
RNC Capital Management LLC9,854$1.60M0.10%−495−4.8%Reduced
Centiva Capital, LP9,841$1.59M0.10%−2,383−19.5%Reduced
Norwood Financial Corp9,825$1.59M2.41%−1,233−11.2%Reduced
Trust Asset Management LLC9,762$1.58M0.15%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.9,758$1.58M0.07%+180+1.9%Added
Westfield Capital Management Co LP9,748$1.58M0.01%−3,110−24.2%Reduced
Umb Bank N A9,740$1.58M0.02%−804−7.6%Reduced
Byrne Asset Management LLC9,612$1.58M1.20%−219−2.2%Reduced
Concentrum Wealth Management9,695$1.57M0.82%+12+0.1%Added
Chesley Taft & Associates LLC9,665$1.57M0.09%−145−1.5%Reduced
Bank Pictet & Cie (Asia) Ltd9,654$1.56M0.40%00.0%Unchanged
Pacific Sage Partners, LLC9,644$1.56M0.43%−478−4.7%Reduced
Value Partners Investments Inc.9,607$1.56M0.12%+658+7.4%Added
First National Trust Co9,615$1.56M0.07%−595−5.8%Reduced
Cohen Klingenstein LLC9,600$1.56M0.06%00.0%Unchanged
Ramirez Asset Management, Inc.9,597$1.56M0.32%00.0%Unchanged
Procyon Private Wealth Partners, LLC9,578$1.55M0.13%+1,817+23.4%Added
Advisory Alpha, LLC9,538$1.55M0.07%−108−1.1%Reduced
Linden Thomas Advisory Services, LLC9,517$1.54M0.29%+1,997+26.6%Added
Morningstar Investment Services LLC9,427$1.54M0.01%+4,718+100.2%Added
Bedel Financial Consulting, Inc.9,471$1.53M0.28%−175−1.8%Reduced
Reynders McVeigh Capital Management, LLC9,438$1.53M0.10%−408−4.1%Reduced
Brighton Jones LLC9,439$1.53M0.06%+816+9.5%Added
Wealthspire Advisors, LLC9,423$1.53M0.02%+628+7.1%Added
HM Payson & Co9,405$1.52M0.03%−369−3.8%Reduced
Salvus Wealth Management, LLC9,333$1.51M1.08%−56−0.6%Reduced
Fort Washington Investment Advisors Inc9,275$1.50M0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC9,233$1.50M0.02%+549+6.3%Added
Chemung Canal Trust Co9,202$1.49M0.31%+53+0.6%Added
Wealth Management Partners, LLC9,161$1.48M0.83%+129+1.4%Added
Encompass Wealth Advisors, LLC9,148$1.48M0.44%+900+10.9%Added
Sonen Capital LLC9,049$1.47M2.78%−970−9.7%Reduced
Needham Investment Management LLC9,000$1.46M0.18%00.0%Unchanged
Riverstone Advisors, LLC8,979$1.46M0.94%−168−1.8%Reduced
RSM US Wealth Management LLC8,967$1.45M0.04%+5,537+161.4%Added
CWA Asset Management Group, LLC8,946$1.45M0.10%+1,506+20.2%Added
Hollencrest Capital Management8,944$1.45M0.14%+318+3.7%Added
Advisors Capital Management, LLC8,932$1.45M0.03%+8,932New
Sanibel Captiva Trust Company, Inc.8,926$1.45M0.05%+8,926New
Cigna Investments Inc8,912$1.44M0.30%−175−1.9%Reduced
Alpha DNA Investment Management LLC8,908$1.44M0.86%+783+9.6%Added
Commonwealth Retirement Investments LLC8,908$1.44M0.76%+126+1.4%Added
Trustmark National Bank Trust Department8,882$1.44M0.13%+338+4.0%Added
Royal Harbor Partners, LLC8,730$1.41M0.66%+155+1.8%Added
Great Lakes Retirement, Inc.8,729$1.41M0.23%+60+0.7%Added
Successful Portfolios LLC8,706$1.41M1.05%−357−3.9%Reduced
Delphi Management Inc8,692$1.41M1.30%00.0%Unchanged
Mosaic Family Wealth Partners, LLC8,680$1.41M0.24%+1,760+25.4%Added
Modera Wealth Management, LLC8,655$1.40M0.02%+368+4.4%Added
Granite Bay Wealth Management, LLC9,450$1.39M0.01%−10−0.1%Reduced
Lifestyle Asset Management, Inc.8,562$1.39M0.77%−313−3.5%Reduced
Cottage Street Advisors LLC8,794$1.38M0.94%−999−10.2%Reduced
Coastal Investment Advisors, Inc.8,519$1.38M0.31%−701−7.6%Reduced
TrinityPoint Wealth, LLC8,510$1.38M0.25%−303−3.4%Reduced
Eagle Harbor Asset Management Inc8,494$1.38M1.58%−287−3.3%Reduced
Stratos Wealth Advisors, LLC8,464$1.37M0.08%+1,152+15.8%Added
Benjamin F. Edwards & Company, Inc.8,382$1.36M0.03%+2,740+48.6%Added
Avantax Planning Partners, Inc.8,367$1.36M0.05%−418−4.8%Reduced
Lifeworks Advisors, LLC8,357$1.35M0.47%−339−3.9%Reduced
McGlone Suttner Wealth Management, Inc.8,346$1.35M0.27%+56+0.7%Added
Wilson & Boucher Capital Management, LLC8,314$1.35M1.13%+2,000+31.7%Added
Miracle Mile Advisors, LLC8,309$1.35M0.04%+6,314+316.5%Added
Horizon Investments, LLC8,287$1.34M0.04%+2,320+38.9%Added
Sonora Investment Management Group, LLC8,275$1.34M0.11%00.0%Unchanged
Argus Investors' Counsel, Inc.8,268$1.34M0.86%+7+0.1%Added
GeoWealth Management, LLC8,240$1.33M0.11%+8,240New
AlTi Global, Inc.8,205$1.33M0.04%+8,205New
Algebris (UK) Ltd203,733$1.33M0.69%+200,456+6,117.1%Added
Rede Wealth, LLC8,165$1.32M0.63%+43+0.5%Added
ICICI Prudential Asset Management Co Ltd8,119$1.32M0.15%+676+9.1%Added
Barlow Wealth Partners, Inc.8,078$1.31M0.19%+8,078New
Mach-1 Financial Group, Inc.8,075$1.31M0.50%+857+11.9%Added
Lincoln National Corp8,045$1.30M0.02%−610−7.0%Reduced
Quadrant Capital Group LLC8,020$1.30M0.11%+100+1.3%Added