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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; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q1 2024

Institutional positions in Applied Materials Inc as of Mar 31, 2024. 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
2,221
+214 vs. Q4 2023
Shares held
657.0M
−14.8M (−2.2%) vs. Q4 2023
Total value
$135.3B
+$26.5B (+24.4%) vs. Q4 2023
New holders
326
763 more added
Sold out
112
842 more reduced

27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 2,221 institutions
Q1 2021: 1,596 institutionsQ2 2021: 1,648 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: 2,324 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,518 institutions
Value heldQ1 2024: $140.3B
Q1 2021: $98.3BQ2 2021: $101.4BQ3 2021: $90.1BQ4 2021: $110.9BQ1 2022: $90.1BQ2 2022: $60.4BQ3 2022: $54.6BQ4 2022: $65.5BQ1 2023: $84.2BQ2 2023: $96.5BQ3 2023: $93.0BQ4 2023: $111.5BQ1 2024: $140.3BQ2 2024: $157.7BQ3 2024: $133.5BQ4 2024: $105.3BQ1 2025: $91.8BQ2 2025: $115.7BQ3 2025: $130.6BQ4 2025: $170.6BQ1 2026: $219.3BQ2 2026: $477.6B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,518$477.6B
Q1 20262,955$219.3B
Q4 20252,645$170.6B
Q3 20252,362$130.6B
Q2 20252,324$115.7B
Q1 20252,166$91.8B
Q4 20242,240$105.3B
Q3 20242,216$133.5B
Q2 20242,286$157.7B
Q1 20242,221$140.3B
Q4 20232,034$111.5B
Q3 20231,852$93.0B
Q2 20231,830$96.5B
Q1 20231,761$84.2B
Q4 20221,685$65.5B
Q3 20221,561$54.6B
Q2 20221,631$60.4B
Q1 20221,781$90.1B
Q4 20211,846$110.9B
Q3 20211,638$90.1B
Q2 20211,648$101.4B
Q1 20211,596$98.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2023.

Institutions holding AMAT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc75,008,622$15.5B0.31%+891,446+1.2%Added
BlackRock Inc.74,653,757$15.4B0.36%−550,136−0.7%Reduced
State Street Corp38,107,593$7.86B0.35%+159,937+0.4%Added
Capital International Investors21,884,967$4.51B0.91%−120,225−0.5%Reduced
Geode Capital Management, LLC18,657,966$3.84B0.36%+374,310+2.0%Added
Capital World Investors17,671,673$3.64B0.60%−8,715,242−33.0%Reduced
FMR LLC11,769,944$2.43B0.16%+1,123,952+10.6%Added
Bank of New York Mellon Corp11,260,630$2.32B0.45%+360,002+3.3%Added
Price T Rowe Associates Inc11,218,329$2.31B0.28%−2,520,053−18.3%Reduced
Morgan Stanley10,145,751$2.09B0.17%−152,277−1.5%Reduced
Norges Bank9,687,230$2.00B0.32%+340,565+3.6%Added
Ameriprise Financial Inc9,282,764$1.91B0.53%+2,034,119+28.1%Added
Northern Trust Corp8,985,187$1.85B0.32%−498,729−5.3%Reduced
Nuveen Asset Management, LLC8,704,838$1.80B0.53%+737,464+9.3%Added
Goldman Sachs Group Inc8,612,366$1.78B0.37%−1,363,094−13.7%Reduced
Bank of America Corp7,580,849$1.56B0.15%+817,852+12.1%Added
Invesco Ltd.7,100,070$1.46B0.31%+18,572+0.3%Added
UBS Asset Management Americas Inc6,589,822$1.36B0.48%−308,612−4.5%Reduced
Deutsche Bank AG6,311,242$1.30B0.60%+211,737+3.5%Added
Legal & General Group Plc6,166,240$1.27B0.37%−30,755−0.5%Reduced
Lazard Asset Management LLC5,189,202$1.07B1.30%+490,597+10.4%Added
Generation Investment Management LLP5,116,000$1.06B4.82%−2,243,623−30.5%Reduced
American Century Companies Inc5,003,035$1.03B0.65%+139,149+2.9%Added
Amundi5,229,328$1.02B0.44%+746,084+16.6%Added
Pictet Asset Management Holding SA4,861,751$1.00B1.09%−709,052−12.7%Reduced
Franklin Resources Inc4,740,949$977.7M0.31%+2,007,976+73.5%Added
Davis Selected Advisers4,660,857$961.2M5.39%−1,276,388−21.5%Reduced
Van Eck Associates Corp4,623,048$953.4M1.44%+784,780+20.4%Added
Charles Schwab Investment Management Inc4,539,257$936.1M0.22%+44,329+1.0%Added
Parnassus Investments4,429,479$913.5M1.95%−43,654−1.0%Reduced
Barclays PLC4,108,426$847.3M0.38%−559,108−12.0%Reduced
UBS Group AG3,905,506$805.4M0.27%−578,677−12.9%Reduced
Dimensional Fund Advisors LP3,900,592$804.4M0.22%−364,309−8.5%Reduced
Massachusetts Financial Services Co3,779,805$779.5M0.23%−409,127−9.8%Reduced
Swedbank AB3,751,205$773.6M1.09%+134,443+3.7%Added
JPMorgan Chase & Co3,411,685$703.6M0.06%+149,077+4.6%Added
Cantillon Capital Management LLC3,407,350$702.7M4.42%−68,901−2.0%Reduced
Fisher Asset Management, LLC3,248,412$669.9M0.31%−1,759,133−35.1%Reduced
Menora Mivtachim Holdings Ltd.3,051,182$629.2M4.72%−159,816−5.0%Reduced
Primecap Management Co3,009,083$620.6M0.46%−225,000−7.0%Reduced
Royal Bank of Canada2,870,100$591.9M0.14%−451,340−13.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,855,768$588.9M0.40%−182,142−6.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,819,512$581.5M0.66%−3,033,784−51.8%Reduced
BNP Paribas Arbitrage, SA2,800,180$577.5M0.71%+870,343+45.1%Added
Allianz Asset Management GmbH2,765,978$570.4M0.96%−402,998−12.7%Reduced
Impax Asset Management Group plc2,715,821$559.3M2.14%+110,870+4.3%Added
HSBC Holdings PLC2,575,460$530.9M0.38%+196,780+8.3%Added
First Trust Advisors LP2,528,334$521.4M0.53%+834,873+49.3%Added
Swiss National Bank2,488,800$513.3M0.36%−127,100−4.9%Reduced
Citigroup Inc2,486,653$512.8M0.56%+788,672+46.4%Added
Boston Partners2,420,521$498.4M0.59%−131,831−5.2%Reduced
California Public Employees Retirement System2,285,341$471.3M0.33%+125,876+5.8%Added
Janus Henderson Group PLC2,254,952$465.0M0.25%+1,259,111+126.4%Added
Alliancebernstein L.P.2,052,638$423.3M0.15%+905,131+78.9%Added
D. E. Shaw & Co., Inc.2,020,900$416.8M0.53%+1,382,974+216.8%Added
Assenagon Asset Management S.A.1,976,914$407.7M1.08%+1,092,429+123.5%Added
Rafferty Asset Management, LLC1,974,390$407.2M1.52%+270,230+15.9%Added
Wells Fargo & Company1,921,957$396.4M0.10%+76,873+4.2%Added
Nordea Investment Management AB1,927,391$396.3M0.47%+88,808+4.8%Added
KBC Group NV1,774,328$365.9M1.16%+532,504+42.9%Added
National Pension Service1,763,704$363.7M0.44%+35,691+2.1%Added
Credit Suisse AG1,678,179$346.1M0.34%−27,585−1.6%Reduced
Naya Capital Management UK Ltd1,660,726$342.5M29.31%−131,660−7.3%Reduced
Ensign Peak Advisors, Inc1,640,422$338.3M0.62%−118,971−6.8%Reduced
LSV Asset Management1,633,370$336.9M0.70%−161,345−9.0%Reduced
Rhumbline Advisers1,626,839$335.5M0.32%−14,221−0.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,612,587$332.6M0.88%+767,223+90.8%Added
Jennison Associates LLC1,567,349$323.2M0.22%−1,264,637−44.7%Reduced
New York State Common Retirement Fund1,562,249$322.2M0.43%−278,478−15.1%Reduced
Voya Investment Management LLC1,532,834$316.1M0.31%+67,490+4.6%Added
TD Asset Management Inc1,526,379$314.8M0.29%+203,723+15.4%Added
Neuberger Berman Group LLC1,490,572$307.5M0.25%−703,495−32.1%Reduced
Bank of Montreal1,402,810$300.2M0.16%−250,353−15.1%Reduced
AXA S.A.1,409,082$290.6M0.87%+26,212+1.9%Added
AQR Capital Management LLC1,373,081$280.4M0.48%−18,270−1.3%Reduced
California State Teachers Retirement System1,356,352$279.7M0.35%+3,907+0.3%Added
Qube Research & Technologies Ltd1,346,844$277.8M0.50%−723,912−35.0%Reduced
First Manhattan Co1,283,570$264.7M0.86%+1,264,489+6,627.0%Added
Millennium Management LLC1,215,473$250.7M0.21%+424,843+53.7%Added
Bank Julius Baer & Co. Ltd, Zurich1,211,455$250.1M0.96%+64,909+5.7%Added
Prudential Financial Inc1,199,092$247.3M0.35%+3,112+0.3%Added
Royal London Asset Management Ltd1,153,360$237.9M0.59%+84,300+7.9%Added
Epoch Investment Partners, Inc.1,140,371$235.2M1.05%+299,567+35.6%Added
Man Group plc1,135,338$234.1M0.63%−175,660−13.4%Reduced
Envestnet Asset Management Inc1,131,823$233.4M0.09%+38,747+3.5%Added
Skandinaviska Enskilda Banken AB (publ)1,110,266$228.8M1.12%−101,245−8.4%Reduced
Victory Capital Management Inc1,088,516$224.5M0.22%−99,940−8.4%Reduced
Principal Financial Group Inc1,081,202$223.0M0.13%−13,220−1.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,065,946$219.9M0.30%+170,282+19.0%Added
ProShare Advisors LLC1,062,191$219.1M0.58%+188,478+21.6%Added
Caisse de Depot Et Placement du Quebec1,060,774$218.8M0.53%+124,563+13.3%Added
Russell Investments Group, Ltd.1,049,710$216.7M0.34%+390,199+59.2%Added
Harding Loevner LP1,024,978$211.4M1.30%+93,367+10.0%Added
Vontobel Holding Ltd.1,015,298$209.4M1.67%−400,569−28.3%Reduced
Los Angeles Capital Management LLC1,013,911$209.1M0.71%+121,114+13.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,006,759$207.6M0.73%−16,176−1.6%Reduced
Nomura Asset Management Co Ltd1,004,289$207.1M0.75%+234,374+30.4%Added
Macquarie Group Ltd967,808$199.6M0.23%−25,802−2.6%Reduced
Standard Life Aberdeen plc948,690$195.6M0.38%+46,610+5.2%Added
Abrams Bison Investments, LLC910,000$187.7M16.75%00.0%Unchanged