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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
Los Angeles Capital Management LLC892,797$144.7M0.54%+33,922+3.9%Added
Assenagon Asset Management S.A.884,485$143.3M0.44%+334,106+60.7%Added
ProShare Advisors LLC873,713$141.6M0.43%−136,074−13.5%Reduced
CapitalatWork S.A.862,651$139.8M5.06%+862,651New
Panagora Asset Management Inc861,310$139.6M0.78%−45,243−5.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.845,364$137.0M0.38%−218,589−20.5%Reduced
Raymond James & Associates845,178$137.0M0.10%+24,401+3.0%Added
Epoch Investment Partners, Inc.840,804$136.3M0.62%+163,916+24.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.895,664$135.9M0.24%+65,626+7.9%Added
New York State Teachers Retirement System823,108$133.4M0.30%−25,069−3.0%Reduced
Manufacturers Life Insurance Company, The799,701$129.6M0.08%+17,011+2.2%Added
Thrivent Financial for Lutherans799,408$129.6M0.28%+93,922+13.3%Added
Millennium Management LLC790,630$128.1M0.12%−374,615−32.1%Reduced
Close Asset Management Ltd770,854$124.9M5.23%−796−0.1%Reduced
Nomura Asset Management Co Ltd769,915$124.8M0.52%+89,750+13.2%Added
Bank of Nova Scotia748,720$121.3M0.23%+462,104+161.2%Added
Truist Financial Corp743,844$120.6M0.19%−65,067−8.0%Reduced
Glenmede Trust Co NA743,716$120.5M0.63%+8,110+1.1%Added
Lord, Abbett & Co. LLC738,112$119.6M0.42%+21,418+3.0%Added
Stifel Financial Corp735,530$119.2M0.15%+25,993+3.7%Added
APG Asset Management N.V.795,626$116.7M0.23%−41,958−5.0%Reduced
Storebrand Asset Management AS713,969$115.7M0.42%+123,954+21.0%Added
Renaissance Technologies LLC711,548$115.3M0.18%−198,100−21.8%Reduced
CIBC World Markets Corp697,783$113.1M0.62%+555,205+389.4%Added
Abn Amro Investment Solutions688,773$111.6M1.96%+19,470+2.9%Added
ING Groep NV686,281$111.2M0.89%+168,913+32.6%Added
Zurich Insurance Group Ltd684,878$111.0M1.13%−15,437−2.2%Reduced
Russell Investments Group, Ltd.659,511$107.0M0.19%+34,776+5.6%Added
Nissay Asset Management Corp658,923$106.8M0.86%+531,686+417.9%Added
US Bancorp656,472$106.4M0.16%−30,330−4.4%Reduced
Citadel Advisors LLC647,756$105.0M0.11%+170,147+35.6%Added
D. E. Shaw & Co., Inc.637,926$103.4M0.15%+25,776+4.2%Added
Schroder Investment Management Group622,690$100.9M0.13%+46,501+8.1%Added
Rockefeller Capital Management L.P.619,681$100.4M0.34%+28,734+4.9%Added
Bristol Gate Capital Partners Inc.619,037$100.3M5.00%−22,332−3.5%Reduced
XN LP606,558$98.3M6.51%+15,160+2.6%Added
Natixis Advisors, L.P.578,580$93.8M0.25%+67,018+13.1%Added
Robeco Institutional Asset Management B.V.576,066$93.4M0.23%+42,123+7.9%Added
Fifth Third Bancorp562,375$91.1M0.39%+9,787+1.8%Added
Adage Capital Partners GP, L.L.C.556,288$90.2M0.19%−27,400−4.7%Reduced
Argent Capital Management LLC551,530$89.4M2.92%−8,830−1.6%Reduced
Retirement Systems of Alabama540,465$87.6M0.37%−5,509−1.0%Reduced
Toronto Dominion Bank537,677$87.1M0.13%+24,152+4.7%Added
Zacks Investment Management535,500$86.8M1.07%−15,889−2.9%Reduced
Guggenheim Capital LLC528,325$85.6M0.65%+26,814+5.3%Added
Healthcare of Ontario Pension Plan Trust Fund522,000$84.6M0.30%+470,023+904.3%Added
Natixis521,972$84.6M0.64%−143,149−21.5%Reduced
Ci Investments Inc.517,102$83.8M0.43%−14,520−2.7%Reduced
Susquehanna International Group, LLP515,938$83.6M0.14%−26,232−4.8%Reduced
Erste Asset Management GmbH510,204$83.3M1.22%−2,408−0.5%Reduced
Clark Capital Management Group, Inc.510,204$82.7M0.68%−186,551−26.8%Reduced
Chevy Chase Trust Holdings, Inc.501,501$81.3M0.29%−5,589−1.1%Reduced
Wedge Capital Management L L P490,674$79.5M1.42%−422−0.1%Reduced
HighTower Advisors, LLC487,795$79.0M0.13%+23,329+5.0%Added
Kempen Capital Management N.V.483,262$78.3M1.09%+108,331+28.9%Added
State of New Jersey Common Pension Fund D479,833$77.8M0.26%00.0%Unchanged
Canada Pension Plan Investment Board467,013$75.7M0.10%+263,100+129.0%Added
State of Wisconsin Investment Board464,118$75.2M0.21%−218,212−32.0%Reduced
The PNC Financial Services Group, Inc.454,273$73.6M0.06%+2,119+0.5%Added
Northwestern Mutual Wealth Management Co444,315$72.0M0.08%+28,280+6.8%Added
Public Employees Retirement System of Ohio437,478$70.9M0.28%−4,073−0.9%Reduced
Brandywine Global Investment Management, LLC433,424$70.2M0.57%−21,180−4.7%Reduced
Capital Fund Management S.A.427,281$69.2M0.88%−56,389−11.7%Reduced
UniSuper Management Pty Ltd424,596$68.8M0.76%+650+0.2%Added
LPL Financial LLC412,130$66.8M0.04%+5,740+1.4%Added
Aviva PLC411,477$66.7M0.24%+124,615+43.4%Added
M&T Bank Corp409,880$66.4M0.24%−4,261−1.0%Reduced
CI Private Wealth, LLC407,299$66.0M0.12%+45,431+12.6%Added
Boston Trust Walden Corp405,443$65.7M0.50%+80,097+24.6%Added
Korea Investment CORP400,721$64.9M0.17%+10,372+2.7%Added
Mn Services Vermogensbeheer B.V.399,762$64.8M0.58%−12,300−3.0%Reduced
Treasurer of the State of North Carolina399,540$64.8M0.31%+1,349+0.3%Added
Brandes Investment Partners, LP399,108$64.7M0.98%+4,969+1.3%Added
Asset Management One Co.,Ltd.391,049$63.8M0.26%+8,008+2.1%Added
Candriam Luxembourg S.C.A.391,893$63.5M0.44%+28,217+7.8%Added
SEI Investments Co390,842$63.3M0.10%+6,022+1.6%Added
Whittier Trust Co386,230$62.6M1.01%−19,784−4.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.384,179$62.3M0.29%−62,703−14.0%Reduced
Sound Shore Management Inc380,535$61.7M2.14%−9,662−2.5%Reduced
Earnest Partners LLC378,292$61.3M0.31%−16,901−4.3%Reduced
Crestwood Advisors Group LLC373,826$60.6M1.41%+18,510+5.2%Added
Vulcan Value Partners, LLC373,144$60.3M0.88%−57,563−13.4%Reduced
Worldquant Millennium Advisors LLC370,107$60.0M0.84%+130,990+54.8%Added
Tocqueville Asset Management L.P.366,782$59.4M1.08%−365−0.1%Reduced
STRS Ohio362,521$58.8M0.24%−12,464−3.3%Reduced
QRG Capital Management, Inc.359,065$58.2M0.86%−3,227−0.9%Reduced
CIBC World Markets Inc.349,969$56.7M0.16%+192,054+121.6%Added
British Columbia Investment Management Corp342,120$55.4M0.45%+7,011+2.1%Added
State of Tennessee, Treasury Department341,288$55.3M0.22%+36,706+12.1%Added
Mariner, LLC333,425$54.0M0.13%+1,623+0.5%Added
Capital Advisors Inc322,925$52.3M1.17%+13,309+4.3%Added
Allspring Global Investments Holdings, LLC322,140$52.2M0.09%+5,720+1.8%Added
Handelsbanken Fonder AB321,575$52.1M0.25%+25,298+8.5%Added
Systematic Alpha Investments, LLC320,128$51.9M2.33%00.0%Unchanged
ABN AMRO Bank N.V.314,429$51.2M0.84%+19,042+6.4%Added
American International Group, Inc.314,720$51.0M0.21%+2,470+0.8%Added
BI Asset Management Fondsmaeglerselskab A/S312,675$50.7M1.08%+64,854+26.2%Added
Nisa Investment Advisors, LLC307,141$49.8M0.35%+6,909+2.3%Added
Commonwealth Equity Services, LLC303,999$49.3M0.09%+5,446+1.8%Added
Lazard Freres Gestion S.A.S.319,618$49.0M1.41%+1,501+0.5%Added