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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
Gold Investment Management Ltd.29,867$4.84M2.07%+29,867New
Kentucky Retirement Systems Insurance Trust Fund29,802$4.83M0.34%−2,320−7.2%Reduced
MainStreet Investment Advisors LLC29,784$4.83M0.55%+843+2.9%Added
Americana Partners, LLC28,966$4.80M0.46%−84−0.3%Reduced
Regions Financial Corp29,450$4.77M0.04%+29+0.1%Added
Bessemer Group Inc29,401$4.76M0.01%−2,849−8.8%Reduced
Unison Asset Management LLC29,327$4.75M2.79%00.0%Unchanged
Argonautica Private Wealth Management, Inc29,285$4.75M1.95%−374−1.3%Reduced
Family Legacy, Inc.29,256$4.74M1.81%+50+0.2%Added
Wetherby Asset Management Inc29,053$4.71M0.25%+545+1.9%Added
American National Bank28,943$4.69M0.74%−9,619−24.9%Reduced
Midwest Professional Planners, LTD.28,907$4.68M1.87%+387+1.4%Added
Clearstead Advisors, LLC28,731$4.66M0.25%+243+0.9%Added
Ferguson Wellman Capital Management, Inc28,727$4.66M0.10%−191,222−86.9%Reduced
Kestra Private Wealth Services, LLC28,648$4.64M0.12%+3,753+15.1%Added
T. Rowe Price Investment Management, Inc.28,602$4.64M0.00%+19,061+199.8%Added
Allen Mooney & Barnes Investment Advisors LLC28,550$4.63M0.88%+1,238+4.5%Added
Perigon Wealth Management, LLC28,310$4.59M0.15%+637+2.3%Added
Capital Group Investment Management Pte. Ltd.27,958$4.53M0.48%−1,233−4.2%Reduced
Massmutual Trust Co FSB27,657$4.48M0.15%+142+0.5%Added
Bailard, Inc.27,592$4.47M0.13%−8,000−22.5%Reduced
Exchange Traded Concepts, LLC27,547$4.46M0.12%−3,864−12.3%Reduced
Fort Sheridan Advisors LLC27,517$4.46M0.89%−364−1.3%Reduced
Woodstock Corp27,472$4.45M0.52%+213+0.8%Added
Peloton Wealth Strategists27,470$4.45M1.93%+460+1.7%Added
Legacy CG, LLC27,278$4.42M1.68%+1,372+5.3%Added
Calamos Wealth Management LLC27,222$4.41M0.28%−246−0.9%Reduced
Noked Israel Ltd27,217$4.41M1.16%−4,500−14.2%Reduced
Pflug Koory, LLC27,176$4.40M2.33%−80−0.3%Reduced
KMG Fiduciary Partners, LLC27,148$4.40M0.51%+1,211+4.7%Added
Bank Ozk27,084$4.39M2.14%−1,128−4.0%Reduced
Harmony Asset Management LLC27,060$4.39M1.85%+27,060New
Cubic Asset Management, LLC27,042$4.38M1.13%−100−0.4%Reduced
Groupama Asset Managment27,462$4.37M0.11%+27,462New
Glenview Trust Co26,950$4.37M0.11%−1,077−3.8%Reduced
Peak Planning Group, LLC26,943$4.37M3.14%+1,938+7.8%Added
Northwestern Mutual Investment Management Company, LLC26,478$4.29M0.11%−28−0.1%Reduced
Cyndeo Wealth Partners, LLC26,332$4.27M0.39%−9,480−26.5%Reduced
Hantz Financial Services, Inc.26,221$4.25M0.09%−1,926−6.8%Reduced
Oversea-Chinese Banking CORP Ltd26,142$4.24M0.15%+20,170+337.7%Added
Hennion & Walsh Asset Management, Inc.26,094$4.23M0.24%+915+3.6%Added
Eliot Finkel Investment Counsel, LLC25,937$4.20M2.82%−113−0.4%Reduced
Colonial Trust Co25,759$4.17M0.87%+706+2.8%Added
Abner Herrman & Brock LLC25,730$4.17M0.59%+25,730New
Shayne & Co., LLC25,662$4.16M1.29%−443−1.7%Reduced
Daymark Wealth Partners, LLC25,629$4.15M0.26%+50.0%Added
D L Carlson Investment Group Inc22,039$4.14M0.84%−10,000−31.2%Reduced
Stoneridge Investment Partners LLC25,460$4.13M1.74%+970+4.0%Added
Ramsay, Stattman, Vela & Price, Inc.25,345$4.11M0.84%00.0%Unchanged
Nilsine Partners, LLC25,237$4.09M0.63%−15−0.1%Reduced
1832 Asset Management L.P.25,218$4.09M0.01%−7,411−22.7%Reduced
United Services Automobile Association25,167$4.08M0.09%+2,076+9.0%Added
Nomura Holdings Inc25,035$4.06M0.04%+12,090+93.4%Added
Resolute Capital Asset Partners LLC25,000$4.05M2.64%+25,000New
BOCHK Asset Management Ltd24,800$4.02M2.47%+24,800New
Apollon Wealth Management, LLC24,697$4.00M0.14%+6,502+35.7%Added
Beacon Pointe Advisors, LLC24,679$4.00M0.05%−586−2.3%Reduced
Morse Asset Management, Inc24,677$4.00M1.18%−549−2.2%Reduced
Central Bank & Trust Co24,568$3.98M0.62%−114−0.5%Reduced
Cetera Advisors LLC24,340$3.94M0.05%−567−2.3%Reduced
Diversified Trust Co24,309$3.94M0.13%+1,886+8.4%Added
TD Private Client Wealth LLC24,008$3.89M0.14%−3,376−12.3%Reduced
Leibman Financial Services, Inc.23,877$3.87M3.23%+23,877New
Cypress Asset Management Inc23,637$3.83M1.15%−141−0.6%Reduced
Stratos Wealth Partners, LTD.23,618$3.83M0.07%+1,846+8.5%Added
Hennessy Advisors Inc23,613$3.83M0.19%+95+0.4%Added
CIBC Private Wealth Group, LLC23,477$3.80M0.01%+3,809+19.4%Added
Phraction Management LLC23,430$3.80M1.60%+17+0.1%Added
Lombard Odier Asset Management (Europe) Ltd23,389$3.79M0.25%+250+1.1%Added
Wright Investors Service Inc23,010$3.73M1.05%−867−3.6%Reduced
Everence Capital Management Inc22,816$3.70M0.26%00.0%Unchanged
FineMark National Bank & Trust22,723$3.68M0.15%−109−0.5%Reduced
Advisory Resource Group22,643$3.67M0.91%−1,177−4.9%Reduced
Wunderlich Capital Managemnt22,641$3.67M1.65%−509−2.2%Reduced
Beacon Investment Advisors LLC22,507$3.65M2.33%+121+0.5%Added
SP Asset Management LLC22,447$3.64M0.37%+404+1.8%Added
Geneva Partners, LLC22,411$3.63M2.01%+22,411New
Independent Advisor Alliance22,151$3.59M0.13%+370+1.7%Added
Hendley & Co Inc21,889$3.55M1.38%−445−2.0%Reduced
Azimuth Capital Investment Management LLC21,790$3.53M0.16%−3,360−13.4%Reduced
Smithfield Trust Co21,697$3.52M0.20%−496−2.2%Reduced
Alberta Investment Management Corp21,666$3.51M0.03%+4,266+24.5%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych21,650$3.51M2.92%00.0%Unchanged
Cape Cod Five Cents Savings Bank21,594$3.50M0.36%−25,924−54.6%Reduced
Meridian Wealth Management, LLC21,443$3.48M0.22%−13,539−38.7%Reduced
Liberty Wealth Management LLC21,379$3.46M0.74%−263−1.2%Reduced
Analyst IMS Investment Management Services Ltd.21,341$3.46M0.18%00.0%Unchanged
River & Mercantile Asset Management LLP21,186$3.43M0.65%−1,898−8.2%Reduced
Williams Jones Wealth Management, LLC.21,121$3.42M0.05%+10,632+101.4%Added
Ostrum Asset Management21,059$3.41M0.30%+3,969+23.2%Added
Flossbach Von Storch AG20,798$3.37M0.02%−153,615−88.1%Reduced
Ontario Teachers Pension Plan Board20,784$3.37M0.03%−5,783−21.8%Reduced
Atlas Capital Advisors LLC20,612$3.34M0.48%+547+2.7%Added
St Germain D J Co Inc20,585$3.34M0.17%−196−0.9%Reduced
Fruth Investment Management20,575$3.33M0.93%00.0%Unchanged
Twin Capital Management Inc20,449$3.31M0.43%−65−0.3%Reduced
Avantax Advisory Services, Inc.20,420$3.31M0.03%+4,129+25.3%Added
Quantitative Investment Management, LLC20,389$3.30M0.19%+20,389New
Outfitter Financial LLC20,350$3.30M2.88%00.0%Unchanged
Elevatus Welath Management20,347$3.30M1.50%+5,048+33.0%Added