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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
Kowal Investment Group, LLC2,864$464.1K0.11%+498+21.0%Added
McGowan Group Asset Management, Inc.2,863$464.0K0.07%00.0%Unchanged
Advus Financial Partners, LLC2,857$463.0K0.16%+953+50.1%Added
Visionary Wealth Advisors2,852$462.2K0.03%00.0%Unchanged
Allstate Corp2,848$461.6K0.03%−651−18.6%Reduced
AdvisorShares Investments LLC2,847$461.4K0.11%−33−1.1%Reduced
Simon Quick Advisors, LLC2,842$460.6K0.04%−220−7.2%Reduced
Coastline Trust Co2,837$459.8K0.06%00.0%Unchanged
Keel Point, LLC2,832$459.0K0.05%−7−0.2%Reduced
Acropolis Investment Management, LLC2,827$458.2K0.03%+10.0%Added
Wade G W & Inc2,822$457.0K0.01%+106+3.9%Added
Boit C F David3,000$454.4K0.26%+3,000New
Kolinsky Wealth Management, LLC2,799$453.6K0.40%+318+12.8%Added
American Trust2,795$453.0K0.03%−560−16.7%Reduced
Clarity Wealth Advisors, LLC2,790$452.2K0.17%−8−0.3%Reduced
J. W. Coons Advisors, LLC2,785$451.4K0.12%00.0%Unchanged
Athena Investment Management2,775$449.8K0.29%−3−0.1%Reduced
Chilton Capital Management LLC2,775$449.7K0.02%+2,425+692.9%Added
Plancorp, LLC2,771$449.1K0.02%+137+5.2%Added
GTS Securities LLC2,770$448.9K0.01%−9,543−77.5%Reduced
Aigen Investment Management, LP2,769$448.8K0.08%−3,093−52.8%Reduced
OneAscent Financial Services LLC2,764$448.0K0.06%+182+7.0%Added
Davis Investment Partners, LLC3,000$447.9K0.22%00.0%Unchanged
ARGA Investment Management, LP2,754$446.3K0.02%00.0%Unchanged
Seeds Investor LLC2,752$446.0K0.50%+2,752New
Kovack Advisors, Inc.2,748$445.4K0.05%−12,205−81.6%Reduced
Householder Group Estate & Retirement Specialist, LLC2,744$444.0K0.15%−125−4.4%Reduced
Shepherd Financial Partners LLC2,711$439.4K0.06%+23+0.9%Added
Patrick M Sweeney & Associates, Inc2,698$437.3K0.40%+2,698New
Ignite Planners, LLC2,823$435.8K0.13%−241−7.9%Reduced
Wiley Bros.-Aintree Capital, LLC2,707$435.6K0.11%+142+5.5%Added
Seven Mile Advisory2,684$435.0K0.38%−87−3.1%Reduced
Good Life Advisors, LLC2,680$434.4K0.04%+2+0.1%Added
Crescent Grove Advisors, LLC2,676$433.7K0.05%00.0%Unchanged
Cooper Financial Group2,672$433.0K0.08%+891+50.0%Added
Astoria Portfolio Advisors LLC.2,565$432.7K0.18%−1,567−37.9%Reduced
Main Street Financial Solutions, LLC2,664$431.8K0.06%+849+46.8%Added
Opes Wealth Management LLC2,655$430.3K0.10%−60−2.2%Reduced
Palumbo Wealth Management LLC2,654$430.2K0.22%+2,654New
Camden Capital, LLC2,641$428.1K0.04%−198−7.0%Reduced
Woodward Diversified Capital, LLC2,637$427.4K0.27%−67−2.5%Reduced
Tower Bridge Advisors2,626$425.6K0.04%+10.0%Added
Dark Forest Capital Management LP2,617$424.1K0.06%−14,249−84.5%Reduced
Delta Investment Management, LLC2,609$422.8K0.10%+524+25.1%Added
Capula Management Ltd2,601$421.5K0.03%−7,952−75.4%Reduced
Strategic Blueprint, LLC2,600$421.4K0.03%−475−15.4%Reduced
Associated Banc-Corp2,597$420.9K0.01%−424−14.0%Reduced
Wesbanco Bank Inc2,596$420.7K0.02%−3,777−59.3%Reduced
Newbridge Financial Services Group, Inc.2,592$420.1K0.21%+646+33.2%Added
Johnson Financial Group, Inc.2,592$420.1K0.02%+173+7.2%Added
Per Stirling Capital Management, LLC.2,585$418.9K0.08%00.0%Unchanged
Joel Isaacson & Co., LLC2,585$418.9K0.03%+251+10.8%Added
Paragon Private Wealth Management, LLC2,580$418.1K0.29%+2,580New
RMR Wealth Builders2,545$412.4K0.06%+152+6.4%Added
Virtue Capital Management, LLC2,772$412.3K0.08%+2,772New
Darwin Advisors, LLC2,542$412.0K0.11%−229−8.3%Reduced
Capital Markets Trading UK LLP2,505$406.0K0.30%+2,505New
Alta Advisers Ltd2,500$405.2K0.22%00.0%Unchanged
Albert D Mason Inc2,499$405.0K0.27%+60+2.5%Added
Ascent Group, LLC2,181$404.7K0.04%−171−7.3%Reduced
Sterling Investment Counsel, LLC2,492$403.9K0.21%−583−19.0%Reduced
JGP Wealth Management, LLC2,490$403.6K0.06%+89+3.7%Added
Birchcreek Wealth Management, LLC2,483$402.4K0.24%+20+0.8%Added
Studio Investment Management LLC2,477$401.4K0.10%−450−15.4%Reduced
Oracle Alpha Inc.2,477$401.4K0.52%+2,477New
Financial Insights, Inc.2,476$401.3K0.13%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital2,475$401.1K0.01%+2,475New
Hallmark Capital Management Inc2,468$400.0K0.03%−56−2.2%Reduced
MV Capital Management, Inc.2,461$398.9K0.05%+13+0.5%Added
Sandy Cove Advisors, LLC2,453$397.6K0.20%+308+14.4%Added
Gabelli & Co Investment Advisers, Inc.2,450$397.1K0.07%00.0%Unchanged
Inscription Capital, LLC2,448$396.7K0.11%+2,448New
Summit Financial Group Inc2,447$396.6K0.15%00.0%Unchanged
Essex Financial Services, Inc.2,444$396.1K0.04%+177+7.8%Added
Arvest Trust Co N A2,444$396.1K0.02%−2−0.1%Reduced
Vaughan David Investments LLC2,445$396.0K0.01%−66−2.6%Reduced
Buckhead Capital Management LLC2,441$395.6K0.15%+30+1.2%Added
RAM Investment Partners, LLC2,440$395.5K0.14%−168−6.4%Reduced
Old Port Advisors2,440$395.5K0.13%+5+0.2%Added
Wealthsource Partners, LLC2,426$393.2K0.03%−1,244−33.9%Reduced
Telos Capital Management, Inc.2,424$392.9K0.05%+45+1.9%Added
Dohj, LLC2,424$392.9K0.12%+2,424New
Walden Wealth Partners LLC2,420$392.2K0.25%+2,420New
David Loasby2,627$391.5K0.04%+157+6.4%Added
Eudaimonia Partners, LLC2,402$389.3K0.10%−1,513−38.6%Reduced
Pinnacle Bancorp, Inc.2,381$385.9K0.13%+106+4.7%Added
CVA Family Office, LLC2,380$385.8K0.08%+85+3.7%Added
Veracity Capital LLC2,379$385.6K0.16%+101+4.4%Added
Aviance Capital Partners, LLC2,378$385.5K0.08%−643−21.3%Reduced
Everett Harris & Co2,376$385.1K0.01%−400−14.4%Reduced
Mesirow Financial Investment Management, Inc.2,358$382.2K0.01%+2,358New
WESPAC Advisors, LLC2,356$381.8K0.27%+2,356New
Redwood Wealth Management Group, LLC2,342$379.6K0.42%−140−5.6%Reduced
Appleton Partners Inc2,339$379.0K0.03%00.0%Unchanged
Beverly Hills Private Wealth, LLC2,337$378.8K0.10%+2,337New
1st Source Bank2,323$376.5K0.02%00.0%Unchanged
Waddell & Associates, LLC2,254$376.1K0.05%−1,000−30.7%Reduced
Triumph Capital Management2,320$376.1K0.16%+2,320New
EHP Funds Inc.2,300$372.8K0.19%+400+21.1%Added
Financial Network Wealth Management LLC2,300$372.0K0.16%00.0%Unchanged