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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $82.5B |
| Q4 2022 | 1,685 | $65.1B |
| Q3 2022 | 1,561 | $54.5B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $89.9B |
| Q4 2021 | 1,846 | $109.5B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,649 | $101.0B |
| Q1 2021 | 1,597 | $98.0B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burney Co | 73,754 | $12.0M | 0.50% | +20,142+37.6% | Added |
| D.A. Davidson & Co. | 73,687 | $11.9M | 0.12% | −1,295−1.7% | Reduced |
| Ardevora Asset Management LLP | 73,523 | $11.9M | 1.06% | −8,223−10.1% | Reduced |
| Aptus Capital Advisors, LLC | 73,463 | $11.9M | 0.35% | +93+0.1% | Added |
| Elo Mutual Pension Insurance Co | 73,035 | $11.8M | 0.32% | +2,751+3.9% | Added |
| Matthews International Capital Management LLC | 72,896 | $11.8M | 1.66% | +60,323+479.8% | Added |
| Jacobs & Co | 71,647 | $11.6M | 1.32% | −1,905−2.6% | Reduced |
| Capital Investment Counsel, Inc | 71,500 | $11.6M | 2.03% | +125+0.2% | Added |
| Ieq Capital, LLC | 71,227 | $11.5M | 0.19% | +3,966+5.9% | Added |
| Churchill Management Corp | 70,677 | $11.5M | 0.18% | −3,286−4.4% | Reduced |
| Roanoke Asset Management Corp | 70,500 | $11.4M | 4.24% | −345−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 69,096 | $11.2M | 0.32% | −8,139−10.5% | Reduced |
| Hoylecohen, LLC | 69,043 | $11.2M | 0.91% | +321+0.5% | Added |
| Holderness Investments Co | 67,974 | $11.0M | 3.02% | −75−0.1% | Reduced |
| Bard Financial Services, Inc. | 67,865 | $11.0M | 1.23% | −2,210−3.2% | Reduced |
| Brown Advisory Inc | 67,648 | $11.0M | 0.02% | +2,287+3.5% | Added |
| Kentucky Retirement Systems | 66,932 | $10.8M | 0.34% | −5,014−7.0% | Reduced |
| Baader Bank INC | 66,556 | $10.8M | 0.92% | −7,582−10.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,559 | $10.6M | 0.05% | +56,940+660.6% | Added |
| Hosking Partners LLP | 65,511 | $10.6M | 0.45% | −4,743−6.8% | Reduced |
| Maryland State Retirement & Pension System | 65,020 | $10.5M | 0.22% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 64,957 | $10.5M | 0.10% | −13,569−17.3% | Reduced |
| Berkley W R Corp | 64,500 | $10.5M | 0.76% | +64,500 | New |
| Prudential PLC | 64,453 | $10.4M | 0.11% | +20,018+45.1% | Added |
| Trillium Asset Management, LLC | 63,844 | $10.3M | 0.28% | −810−1.3% | Reduced |
| Cresset Asset Management, LLC | 63,499 | $10.3M | 0.06% | +3,711+6.2% | Added |
| Buckingham Capital Management, Inc. | 63,489 | $10.3M | 1.38% | −3,648−5.4% | Reduced |
| Banque Cantonale Vaudoise | 63,428 | $10.3M | 0.45% | +21,010+49.5% | Added |
| Evercore Wealth Management, LLC | 63,229 | $10.2M | 0.17% | −131−0.2% | Reduced |
| General American Investors Co Inc | 61,652 | $9.99M | 0.83% | 00.0% | Unchanged |
| Shell Asset Management Co | 60,619 | $9.82M | 0.45% | −15,746−20.6% | Reduced |
| Intermede Investment Partners Ltd | 60,282 | $9.77M | 0.22% | −8,712−12.6% | Reduced |
| Investment Management Corp of Ontario | 60,137 | $9.75M | 0.24% | +54,997+1,070.0% | Added |
| Senvest Management, LLC | 59,900 | $9.71M | 0.37% | +59,900 | New |
| O'Shaughnessy Asset Management, LLC | 59,691 | $9.67M | 0.13% | +8,345+16.3% | Added |
| Oppenheimer & Co Inc | 58,631 | $9.50M | 0.17% | −2,017−3.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 57,842 | $9.37M | 1.76% | −477−0.8% | Reduced |
| Larson Financial Group LLC | 56,811 | $9.21M | 0.80% | −497−0.9% | Reduced |
| Pallas Capital Advisors LLC | 56,770 | $9.20M | 0.49% | +2,178+4.0% | Added |
| Hartford Investment Management Co | 56,349 | $9.13M | 0.34% | −2,209−3.8% | Reduced |
| SFMG, LLC | 56,086 | $9.09M | 0.84% | +456+0.8% | Added |
| Glassy Mountain Advisors, Inc. | 55,554 | $9.00M | 3.71% | −1,284−2.3% | Reduced |
| F&V Capital Management, LLC | 55,451 | $8.99M | 2.88% | −4,200−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 55,202 | $8.95M | 0.14% | −2,457−4.3% | Reduced |
| Colonial Trust Advisors | 55,009 | $8.92M | 0.95% | +514+0.9% | Added |
| William Allan, LLC | 54,955 | $8.91M | 6.39% | −418−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 54,949 | $8.91M | 0.69% | −14,529−20.9% | Reduced |
| Kestra Advisory Services, LLC | 54,626 | $8.85M | 0.07% | +4,198+8.3% | Added |
| GWM Advisors LLC | 53,213 | $8.72M | 0.08% | +12,588+31.0% | Added |
| Banque Pictet & Cie SA | 53,749 | $8.71M | 0.10% | −8,018−13.0% | Reduced |
| Westpac Banking Corp | 53,627 | $8.69M | 0.72% | +1,982+3.8% | Added |
| Greenwich Wealth Management LLC | 53,189 | $8.62M | 0.85% | +60.0% | Added |
| Securian Asset Management, Inc | 52,980 | $8.59M | 0.24% | −7,281−12.1% | Reduced |
| Burr Financial Services, LLC | 39,016 | $8.58M | 6.56% | +39,016 | New |
| Empowered Funds, LLC | 52,938 | $8.58M | 0.22% | +22,066+71.5% | Added |
| Summit Street Capital Management, LLC | 52,581 | $8.52M | 3.61% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 52,045 | $8.43M | 0.03% | +680+1.3% | Added |
| Atria Investments LLC | 51,874 | $8.40M | 0.13% | +403+0.8% | Added |
| Flputnam Investment Management Co | 51,818 | $8.40M | 0.20% | +807+1.6% | Added |
| Verition Fund Management LLC | 51,792 | $8.39M | 0.09% | +42,470+455.6% | Added |
| Atria Wealth Solutions, Inc. | 51,582 | $8.36M | 0.11% | +245+0.5% | Added |
| PEAK6 Investments LLC | 51,284 | $8.31M | 0.36% | +51,284 | New |
| Oppenheimer Asset Management Inc. | 50,702 | $8.22M | 0.11% | −11,338−18.3% | Reduced |
| Liontrust Investment Partners LLP | 50,000 | $8.10M | 0.12% | −11,000−18.0% | Reduced |
| Brinker Capital Investments, LLC | 53,419 | $8.10M | 0.09% | +1,430+2.8% | Added |
| Orion Portfolio Solutions, LLC | 53,419 | $8.10M | 0.09% | +1,430+2.8% | Added |
| Davenport & Co LLC | 49,723 | $8.06M | 0.06% | +601+1.2% | Added |
| Compass Wealth Management LLC | 49,690 | $8.05M | 2.25% | −875−1.7% | Reduced |
| First Citizens Bank & Trust Co | 49,656 | $8.05M | 0.15% | −353−0.7% | Reduced |
| Choate Investment Advisors | 49,496 | $8.02M | 0.25% | +347+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49,347 | $8.00M | 0.27% | +5,038+11.4% | Added |
| WoodTrust Financial Corp | 49,164 | $7.97M | 1.36% | −1,491−2.9% | Reduced |
| Commerce Bank | 48,807 | $7.91M | 0.06% | −351−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 48,529 | $7.87M | 0.72% | +1,547+3.3% | Added |
| Signet Financial Management, LLC | 48,519 | $7.86M | 1.18% | +59+0.1% | Added |
| Point72 Hong Kong Ltd | 48,458 | $7.85M | 0.48% | +48,458 | New |
| KCM Investment Advisors LLC | 48,340 | $7.83M | 0.31% | −920−1.9% | Reduced |
| EP Wealth Advisors, LLC | 47,902 | $7.76M | 0.10% | +6,164+14.8% | Added |
| TCW Group Inc | 47,485 | $7.75M | 0.09% | +47,485 | New |
| Chartwell Investment Partners, LLC | 47,430 | $7.69M | 0.27% | +47,430 | New |
| Cornerstone Advisors, LLC | 47,100 | $7.63M | 0.34% | −5,000−9.6% | Reduced |
| MAI Capital Management | 47,007 | $7.62M | 0.10% | +2,299+5.1% | Added |
| Avitas Wealth Management LLC | 46,497 | $7.54M | 1.26% | +1,478+3.3% | Added |
| Bogart Wealth, LLC | 46,283 | $7.50M | 0.42% | +3,389+7.9% | Added |
| Credit Agricole S A | 46,103 | $7.47M | 0.15% | +8,461+22.5% | Added |
| Trexquant Investment LP | 45,873 | $7.43M | 0.17% | −158,912−77.6% | Reduced |
| Eisler Capital (UK) Ltd. | 45,827 | $7.43M | 0.68% | −101,600−68.9% | Reduced |
| Smithbridge Asset Management Inc | 45,686 | $7.40M | 1.69% | −535−1.2% | Reduced |
| Kinneret Advisory, LLC | 45,189 | $7.32M | 0.81% | −287−0.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 45,185 | $7.32M | 3.75% | −907−2.0% | Reduced |
| Point72 Middle East FZE | 45,116 | $7.31M | 0.51% | −8,219−15.4% | Reduced |
| Contravisory Investment Management, Inc. | 44,882 | $7.27M | 1.78% | +44,882 | New |
| Savoie Capital LLC | 44,745 | $7.25M | 1.66% | −17,300−27.9% | Reduced |
| Northwest Bancshares, Inc. | 44,736 | $7.25M | 1.32% | +1,937+4.5% | Added |
| Taylor Hoffman Wealth Management | 44,623 | $7.23M | 3.26% | +495+1.1% | Added |
| Meritage Portfolio Management | 44,587 | $7.23M | 0.48% | +29+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 44,515 | $7.21M | 0.10% | +468+1.1% | Added |
| Ascent Wealth Partners, LLC | 44,016 | $7.13M | 1.16% | −39−0.1% | Reduced |
| New Mexico Educational Retirement Board | 43,986 | $7.13M | 0.27% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 43,722 | $7.09M | 3.82% | +43,722 | New |