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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
Alpine Woods Capital Investors, LLC20,343$3.30M0.49%+1,000+5.2%Added
Institute for Wealth Management, LLC.20,323$3.29M0.54%−65−0.3%Reduced
Cullen Capital Management LLC20,295$3.29M0.05%−3,063−13.1%Reduced
Bangor Savings Bank20,251$3.28M0.36%−958−4.5%Reduced
Graham Capital Management, L.P.20,228$3.28M0.10%+2,390+13.4%Added
ARS Investment Partners, LLC20,207$3.27M0.36%−1,000−4.7%Reduced
Ancora Advisors, LLC20,194$3.27M0.08%+14+0.1%Added
Turtle Creek Wealth Advisors, LLC20,092$3.26M0.96%+20,092New
Dynamic Technology Lab Private Ltd20,074$3.25M0.34%+2,647+15.2%Added
Harfst & Associates, Inc.19,997$3.24M0.86%−432−2.1%Reduced
Tandem Capital Management Corp19,934$3.23M2.01%−1,353−6.4%Reduced
Mather Group, LLC.19,931$3.23M0.05%+112+0.6%Added
American Money Management, LLC19,921$3.23M0.73%−540−2.6%Reduced
FJ Investments, LLC19,804$3.21M0.15%+19,804New
Processus Wealth & Capital Management, LLC19,763$3.20M3.20%+19,763New
Saranac Partners Ltd19,480$3.16M2.09%+19,480New
Stanley-Laman Group, Ltd.19,462$3.15M0.48%−693−3.4%Reduced
Benjamin Edwards Inc19,430$3.15M0.69%+2,468+14.6%Added
Occidental Asset Management, LLC19,421$3.15M0.65%+257+1.3%Added
Cape Ann Savings Bank19,071$3.13M2.07%+423+2.3%Added
Tokio Marine Asset Management Co Ltd19,270$3.12M0.17%+492+2.6%Added
Balentine LLC19,263$3.12M0.10%+3,538+22.5%Added
Pettee Investors, Inc.19,242$3.12M1.38%00.0%Unchanged
Edmond de Rothschild Holding S.A.19,241$3.12M0.06%+5,776+42.9%Added
Change Path, LLC19,170$3.11M0.20%+2,841+17.4%Added
Perennial Advisors, LLC19,147$3.10M0.76%−186−1.0%Reduced
First Manhattan Co19,081$3.10M0.01%+286+1.5%Added
Palisade Capital Management LLC19,048$3.09M0.08%−12−0.1%Reduced
CoreCap Advisors, LLC19,019$3.08M0.20%+604+3.3%Added
Meitav Dash Investments Ltd18,962$3.08M0.05%−29,040−60.5%Reduced
Conscious Wealth Investments, LLC17,516$3.02M2.41%+17,516New
Dakota Wealth Management18,555$3.01M0.12%+2,032+12.3%Added
Kemnay Advisory Services Inc.18,385$2.98M0.72%−1,851−9.1%Reduced
Shoker Investment Counsel, Inc.18,360$2.98M1.15%+311+1.7%Added
Soros Capital Management LLC18,272$2.96M2.19%−2,377−11.5%Reduced
Thoroughbred Financial Services, LLC18,188$2.95M0.24%−1,822−9.1%Reduced
Marvin & Palmer Associates Inc18,173$2.95M3.29%−46,883−72.1%Reduced
SFE Investment Counsel18,165$2.94M0.77%−375−2.0%Reduced
Klingman & Associates, LLC17,950$2.91M0.21%−2,242−11.1%Reduced
McKinley Capital Management LLC /Delaware17,895$2.90M0.37%−570−3.1%Reduced
Summit Global Investments17,888$2.90M0.19%+2,202+14.0%Added
Droms Strauss Advisors Inc17,820$2.89M1.12%00.0%Unchanged
NVWM, LLC17,801$2.89M0.86%−776−4.2%Reduced
Harvest Fund Management Co., Ltd17,850$2.88M0.45%−956−5.1%Reduced
Quaker Wealth Management, LLC17,702$2.87M1.29%+622+3.6%Added
Coldstream Capital Management Inc17,698$2.87M0.08%+546+3.2%Added
Pearl River Capital, LLC17,655$2.86M0.46%+6,766+62.1%Added
Spire Wealth Management16,983$2.85M0.10%+3,135+22.6%Added
Penobscot Investment Management Company, Inc.17,551$2.84M0.33%+50+0.3%Added
Knollwood Investment Advisory, LLC17,534$2.84M0.59%00.0%Unchanged
Adviser Investments LLC17,505$2.84M0.04%+6,937+65.6%Added
Axxcess Wealth Management, LLC17,476$2.83M0.08%+1,339+8.3%Added
Veriti Management LLC17,370$2.82M0.25%+2,827+19.4%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH17,343$2.81M0.11%+2,818+19.4%Added
Meiji Yasuda Life Insurance Co17,149$2.78M0.06%+4,360+34.1%Added
Savant Capital, LLC17,076$2.77M0.04%−480−2.7%Reduced
Cascade Investment Advisors, Inc.17,073$2.77M1.97%+180+1.1%Added
Johnson Investment Counsel Inc17,031$2.76M0.03%−342−2.0%Reduced
LaFleur & Godfrey LLC16,862$2.73M0.41%−1,270−7.0%Reduced
Hudson Canyon Capital Management16,731$2.71M1.97%−370−2.2%Reduced
GHP Investment Advisors, Inc.16,704$2.71M0.15%+9,527+132.7%Added
Howe & Rusling Inc16,678$2.70M0.29%−24−0.1%Reduced
JNBA Financial Advisors16,636$2.70M0.31%−932−5.3%Reduced
Bridgewater Associates, LP16,605$2.69M0.02%+10,028+152.5%Added
Desjardins Global Asset Management Inc.16,487$2.67M0.29%−839−4.8%Reduced
Atom Investors LP16,298$2.64M0.47%−5,288−24.5%Reduced
Versor Investments LP16,198$2.63M0.53%+766+5.0%Added
Capstone Triton Financial Group, LLC16,190$2.62M1.91%−2,976−15.5%Reduced
McMahon Financial Advisors, LLC16,115$2.61M0.73%+1,343+9.1%Added
Peak Financial Advisors LLC16,065$2.60M1.74%+16,065New
Stonebridge Capital Management Inc15,980$2.59M1.26%−850−5.1%Reduced
CFM Wealth Partners LLC15,939$2.58M0.58%−125−0.8%Reduced
Boomfish Wealth Group, LLC15,884$2.57M1.86%+15,884New
Principal Securities, Inc.15,876$2.57M0.10%+15,876New
Ossiam15,762$2.55M0.04%−126,460−88.9%Reduced
Hussman Strategic Advisors, Inc.15,750$2.55M0.58%−5,250−25.0%Reduced
Arjuna Capital15,741$2.55M0.80%+1,433+10.0%Added
Archford Capital Strategies, LLC15,714$2.55M0.47%+1,586+11.2%Added
Whittier Trust Co of Nevada Inc15,677$2.54M0.08%−384−2.4%Reduced
Fiera Capital Corp15,571$2.52M0.01%−5,698−26.8%Reduced
Signaturefd, LLC15,536$2.52M0.06%+898+6.1%Added
Capital Group Private Client Services, Inc.15,500$2.51M0.03%−8−0.1%Reduced
Bayesian Capital Management, LP15,500$2.51M0.27%+15,500New
Eagle Capital Management, LLC15,488$2.51M1.22%−476−3.0%Reduced
Psagot Value Holdings Ltd. / (Israel)15,375$2.51M1.13%+2,108+15.9%Added
Legal Advantage Investments, Inc.15,310$2.48M1.49%−1,000−6.1%Reduced
Parallel Advisors, LLC15,262$2.47M0.07%+66+0.4%Added
Advocate Group LLC15,025$2.44M0.52%−1,544−9.3%Reduced
Vise Technologies, Inc.15,016$2.43M0.52%+2,957+24.5%Added
Intrust Bank NA15,008$2.43M0.28%−181−1.2%Reduced
Campbell & CO Investment Adviser LLC14,979$2.43M0.22%+14,979New
J.W. Cole Advisors, Inc.14,962$2.42M0.14%+450+3.1%Added
Greater Midwest Financial Group, LLC14,954$2.42M1.65%+14,954New
Clear Harbor Asset Management, LLC14,936$2.42M0.23%+10+0.1%Added
Resources Investment Advisors, LLC.14,925$2.42M0.04%+646+4.5%Added
Platinum Investment Management Ltd14,855$2.41M0.10%00.0%Unchanged
Stephens Inc14,855$2.41M0.04%+374+2.6%Added
Audent Global Asset Management, LLC14,789$2.40M2.86%−4,510−23.4%Reduced
Edentree Asset Management Ltd14,788$2.40M0.74%+8,788+146.5%Added
L2 Asset Management, LLC14,652$2.37M0.98%−14,954−50.5%Reduced