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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
Symmetry Investments LP43,714$7.08M1.30%−16,642−27.6%Reduced
Blume Capital Management, Inc.43,476$7.05M1.88%−475−1.1%Reduced
Livforsakringsbolaget Skandia, Omsesidigt43,342$7.02M0.67%+828+1.9%Added
FourThought Financial Partners, LLC43,319$7.02M0.88%−5,513−11.3%Reduced
Synovus Financial Corp43,293$7.02M0.10%−10,616−19.7%Reduced
Generate Investment Management Ltd43,188$7.00M0.60%+43,188New
Freestone Capital Holdings, LLC42,770$6.93M0.31%+583+1.4%Added
Smith Group Asset Management, LLC42,670$6.92M0.40%+42,670New
Park Avenue Securities LLC41,756$6.77M0.09%+168+0.4%Added
Toroso Investments, LLC41,728$6.76M0.16%−2,633−5.9%Reduced
TownSquare Capital, LLC41,674$6.75M0.12%−3,326−7.4%Reduced
Plimoth Trust Co LLC41,663$6.75M1.95%−566−1.3%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc41,525$6.73M5.39%−49−0.1%Reduced
Montag A & Associates Inc40,780$6.61M0.37%−11,552−22.1%Reduced
Greenleaf Trust40,498$6.56M0.07%+411+1.0%Added
GQG Partners LLC40,064$6.49M0.01%+40,064New
Bornite Capital Management LP40,000$6.48M1.52%+40,000New
Vinva Investment Management Ltd39,481$6.44M0.45%+13,748+53.4%Added
Greenwood Capital Associates LLC39,672$6.43M0.83%+25,461+179.2%Added
Horizon Investment Services, LLC39,442$6.39M3.45%−801−2.0%Reduced
NEOS Investment Management LLC39,415$6.39M0.60%+1,619+4.3%Added
Koshinski Asset Management, Inc.39,004$6.32M0.96%+13,663+53.9%Added
Thompson Siegel & Walmsley LLC38,846$6.30M0.10%+181+0.5%Added
Quantinno Capital Management LP38,783$6.29M0.22%+9,448+32.2%Added
First Community Trust NA38,608$6.26M6.79%−260−0.7%Reduced
Phoenix Holdings Ltd.35,052$6.23M0.10%+969+2.8%Added
CWM, LLC37,821$6.13M0.03%+6,001+18.9%Added
Palmer Knight Co37,600$6.09M3.68%−131−0.3%Reduced
AIA Group Ltd37,541$6.08M0.25%+6,655+21.5%Added
Azzad Asset Management Inc37,264$6.04M0.76%−197−0.5%Reduced
Teza Capital Management LLC37,263$6.04M1.01%−764−2.0%Reduced
Univest Financial Corp37,253$6.04M1.79%−1,150−3.0%Reduced
Parallax Volatility Advisers, L.P.37,233$6.03M0.17%+857+2.4%Added
Hilton Capital Management, LLC37,225$6.03M0.65%+24+0.1%Added
AM Squared Ltd36,834$5.97M12.37%+36,834New
Beech Hill Advisors, Inc.36,745$5.96M2.88%−1,824−4.7%Reduced
Naples Global Advisors, LLC36,701$5.95M0.65%−820−2.2%Reduced
Great Lakes Advisors, LLC36,579$5.93M0.06%−360−1.0%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group36,500$5.92M2.72%00.0%Unchanged
Norinchukin Bank, The36,497$5.92M0.14%−4,867−11.8%Reduced
Hall Laurie J Trustee36,483$5.91M2.27%−75−0.2%Reduced
Marco Investment Management LLC36,240$5.87M0.60%+125+0.3%Added
United Capital Management of KS, Inc.36,214$5.87M1.77%+323+0.9%Added
Delta Financial Advisors LLC35,626$5.77M2.50%−2,748−7.2%Reduced
Siemens Fonds Invest GmbH35,584$5.77M0.47%+2,121+6.3%Added
Carret Asset Management, LLC35,529$5.76M0.73%−45−0.1%Reduced
GAM Holding AG35,471$5.75M0.43%−46−0.1%Reduced
MBB Public Markets I LLC35,222$5.71M0.35%−27,100−43.5%Reduced
Aureus Asset Management, LLC35,171$5.70M0.42%+206+0.6%Added
Citizens National Bank Trust Department35,165$5.70M1.45%−63−0.2%Reduced
First American Bank35,141$5.70M0.48%−591−1.7%Reduced
Penserra Capital Management LLC35,101$5.69M0.11%−149−0.4%Reduced
Kelly Lawrence W & Associates Inc35,038$5.68M1.36%−830−2.3%Reduced
Metis Global Partners, LLC34,930$5.66M0.23%−1,014−2.8%Reduced
Conning Inc.34,837$5.65M0.20%+768+2.3%Added
Vestcor Inc34,817$5.64M0.19%−977−2.7%Reduced
Kovitz Investment Group Partners, LLC34,778$5.64M0.09%+764+2.2%Added
Hartford Financial Management Inc.34,751$5.63M1.28%−497−1.4%Reduced
Pacifica Partners Inc.38,492$5.63M2.77%+511+1.3%Added
Brasada Capital Management, LP34,703$5.62M1.11%+264+0.8%Added
Petredis Investment Advisors LLC34,295$5.56M0.73%−1,069−3.0%Reduced
Rathbone Brothers plc34,288$5.56M0.04%+137+0.4%Added
Metropolitan Life Insurance Co34,051$5.52M0.26%−693−2.0%Reduced
Engineers Gate Manager LP34,036$5.52M0.16%+15,284+81.5%Added
Hohimer Wealth Management, LLC33,983$5.51M1.40%+255+0.8%Added
Congress Wealth Management LLC33,975$5.51M0.10%−12,904−27.5%Reduced
Ingalls & Snyder LLC33,939$5.50M0.25%−472−1.4%Reduced
Pine Valley Investments Ltd Liability Co33,912$5.50M0.46%+9,520+39.0%Added
Ameritas Investment Partners, Inc.33,690$5.46M0.20%+706+2.1%Added
Integrated Wealth Concepts LLC33,598$5.45M0.09%−3,751−10.0%Reduced
Sycomore Asset Management33,107$5.44M1.17%+11,825+55.6%Added
Eagle Asset Management Inc33,304$5.40M0.03%+1,103+3.4%Added
Leelyn Smith, LLC33,173$5.38M1.18%+292+0.9%Added
Red Spruce Capital, LLC33,157$5.37M2.76%−196−0.6%Reduced
E. Ohman J:or Asset Management AB33,132$5.37M0.20%−4,900−12.9%Reduced
Mango Five Family, Inc.32,950$5.34M2.01%+32,950New
Antipodes Partners Ltd32,926$5.34M0.17%−14,490−30.6%Reduced
Advisory Services Network, LLC32,454$5.26M0.13%−2,597−7.4%Reduced
Trustco Bank Corp N Y32,354$5.24M5.67%−715−2.2%Reduced
Sequoia Financial Advisors, LLC32,335$5.24M0.07%+18,795+138.8%Added
GFG Capital, LLC32,104$5.20M1.40%−22−0.1%Reduced
Private Advisor Group, LLC32,033$5.19M0.04%+5,658+21.5%Added
SG Americas Securities, LLC31,895$5.17M0.06%−100,947−76.0%Reduced
United Capital Financial Advisers, LLC31,625$5.13M0.04%+23,558+292.0%Added
Jag Capital Management, LLC31,614$5.12M0.79%+115+0.4%Added
NJ State Employees Deferred Compensation Plan31,200$5.06M0.70%00.0%Unchanged
Level Four Advisory Services, LLC31,117$5.04M0.28%−566−1.8%Reduced
EFG Asset Management (Americas) Corp.31,086$5.04M1.09%−2,345−7.0%Reduced
Cambridge Trust Co30,917$5.01M0.21%−130.0%Reduced
Fragasso Group Inc.30,764$4.99M0.45%−40.0%Reduced
PDT Partners, LLC30,712$4.98M0.55%+13,109+74.5%Added
Advisors Asset Management, Inc.30,444$4.93M0.10%−2,181−6.7%Reduced
Silver Lake Advisory, LLC30,447$4.93M2.76%+632+2.1%Added
Empirical Finance, LLC30,325$4.91M0.34%−243−0.8%Reduced
Wolverine Trading, LLC30,306$4.91M0.04%−11,126−26.9%Reduced
Bonness Enterprises Inc30,300$4.91M2.05%−1,000−3.2%Reduced
Bleakley Financial Group, LLC30,140$4.88M0.16%+1,628+5.7%Added
FORA Capital, LLC30,077$4.87M0.42%+30,077New
Sawtooth Solutions, LLC30,020$4.87M0.13%+1,508+5.3%Added
Rench Wealth Management, Inc.29,906$4.85M2.04%+31+0.1%Added