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, 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
- 2,220
- +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
- 841 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 41,474 | $8.55M | 0.11% | −282−0.7% | Reduced |
| Northwest Bancshares, Inc. | 41,668 | $8.59M | 1.36% | −3,068−6.9% | Reduced |
| Meritage Portfolio Management | 41,800 | $8.62M | 0.55% | −2,787−6.3% | Reduced |
| New Mexico Educational Retirement Board | 42,186 | $8.70M | 0.31% | −1,800−4.1% | Reduced |
| Synovus Financial Corp | 42,753 | $8.82M | 0.11% | −540−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 43,342 | $8.93M | 0.76% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 43,530 | $8.98M | 1.33% | −486−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 43,640 | $9.00M | 0.34% | +870+2.0% | Added |
| Smithbridge Asset Management Inc | 43,899 | $9.05M | 1.87% | −1,787−3.9% | Reduced |
| Taylor Hoffman Wealth Management | 44,675 | $9.21M | 3.91% | +52+0.1% | Added |
| Contravisory Investment Management, Inc. | 44,755 | $9.23M | 2.04% | −127−0.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 44,867 | $9.25M | 4.35% | −318−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 44,872 | $9.25M | 0.12% | +10,094+29.0% | Added |
| MAI Capital Management | 44,929 | $9.27M | 0.10% | −2,078−4.4% | Reduced |
| Kinneret Advisory, LLC | 45,049 | $9.29M | 0.93% | −140−0.3% | Reduced |
| Capital International Sarl | 45,500 | $9.38M | 0.31% | −99,590−68.6% | Reduced |
| Cornerstone Advisors, LLC | 45,800 | $9.45M | 0.39% | −1,300−2.8% | Reduced |
| Longbow Finance SA | 45,891 | $9.46M | 0.96% | −67,820−59.6% | Reduced |
| Bessemer Group Inc | 46,272 | $9.54M | 0.02% | +16,871+57.4% | Added |
| Quantinno Capital Management LP | 46,511 | $9.59M | 0.21% | +7,728+19.9% | Added |
| Trillium Asset Management, LLC | 46,786 | $9.65M | 0.25% | −17,058−26.7% | Reduced |
| Bogart Wealth, LLC | 47,392 | $9.77M | 0.50% | +1,109+2.4% | Added |
| WoodTrust Financial Corp | 47,401 | $9.78M | 1.55% | −1,763−3.6% | Reduced |
| Nepsis, Inc. | 47,998 | $9.90M | 2.68% | +47,998 | New |
| Trexquant Investment LP | 48,031 | $9.91M | 0.20% | +2,158+4.7% | Added |
| Banque Pictet & Cie SA | 48,361 | $9.93M | 0.10% | −5,388−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 50,028 | $9.94M | 0.78% | +1,499+3.1% | Added |
| Flputnam Investment Management Co | 48,325 | $9.97M | 0.21% | −3,493−6.7% | Reduced |
| Commerce Bank | 48,364 | $9.97M | 0.07% | −443−0.9% | Reduced |
| NEOS Investment Management LLC | 48,900 | $10.1M | 0.62% | +9,485+24.1% | Added |
| Williams Jones Wealth Management, LLC. | 48,985 | $10.1M | 0.13% | +27,864+131.9% | Added |
| Compass Wealth Management LLC | 49,005 | $10.1M | 2.53% | −685−1.4% | Reduced |
| Securian Asset Management, Inc | 49,007 | $10.1M | 0.30% | −3,973−7.5% | Reduced |
| Toroso Investments, LLC | 49,141 | $10.1M | 0.17% | +7,413+17.8% | Added |
| Chartwell Investment Partners, LLC | 49,311 | $10.2M | 0.35% | +1,881+4.0% | Added |
| KCM Investment Advisors LLC | 49,333 | $10.2M | 0.38% | +993+2.1% | Added |
| Davenport & Co LLC | 49,774 | $10.3M | 0.06% | +51+0.1% | Added |
| EP Wealth Advisors, LLC | 50,268 | $10.4M | 0.12% | +2,366+4.9% | Added |
| Quantbot Technologies LP | 50,284 | $10.4M | 0.58% | +37,196+284.2% | Added |
| Atria Investments LLC | 50,788 | $10.5M | 0.14% | −1,086−2.1% | Reduced |
| Engine No. 1 LLC | 51,231 | $10.6M | 12.51% | +51,231 | New |
| Tiaa Trust, National Association | 52,373 | $10.8M | 0.03% | +328+0.6% | Added |
| Summit Street Capital Management, LLC | 52,581 | $10.8M | 4.16% | 00.0% | Unchanged |
| Westpac Banking Corp | 52,913 | $10.9M | 0.83% | −714−1.3% | Reduced |
| Intech Investment Management LLC | 52,943 | $10.9M | 0.15% | −182,925−77.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 53,082 | $10.9M | 4.12% | −2,472−4.4% | Reduced |
| Voloridge Investment Management, LLC | 53,099 | $11.0M | 0.04% | +53,099 | New |
| Captrust Financial Advisors | 53,115 | $11.0M | 0.04% | −26,925−33.6% | Reduced |
| Greenwich Wealth Management LLC | 53,173 | $11.0M | 0.87% | −160.0% | Reduced |
| Atria Wealth Solutions, Inc. | 53,188 | $11.0M | 0.12% | +1,606+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,447 | $11.0M | 0.34% | +4,100+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 53,727 | $11.1M | 0.16% | −1,475−2.7% | Reduced |
| Hartford Investment Management Co | 53,783 | $11.1M | 0.39% | −2,566−4.6% | Reduced |
| Two Sigma Advisers, LP | 54,300 | $11.2M | 0.03% | −49,600−47.7% | Reduced |
| William Allan, LLC | 54,651 | $11.3M | 7.49% | −304−0.6% | Reduced |
| SFMG, LLC | 55,401 | $11.4M | 0.98% | −685−1.2% | Reduced |
| Colonial Trust Advisors | 55,423 | $11.4M | 1.13% | +414+0.8% | Added |
| Larson Financial Group LLC | 56,092 | $11.6M | 0.89% | −719−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,332 | $11.6M | 0.13% | +11,817+26.5% | Added |
| Engineers Gate Manager LP | 57,330 | $11.8M | 0.31% | +23,294+68.4% | Added |
| Brinker Capital Investments, LLC | 57,383 | $11.8M | 0.13% | +3,964+7.4% | Added |
| Orion Portfolio Solutions, LLC | 57,383 | $11.8M | 0.13% | +3,964+7.4% | Added |
| Kestra Advisory Services, LLC | 57,466 | $11.9M | 0.08% | +2,840+5.2% | Added |
| Jamison Private Wealth Management, Inc. | 57,964 | $12.0M | 2.02% | +122+0.2% | Added |
| Anchor Capital Advisors LLC | 58,344 | $12.0M | 0.32% | +58,344 | New |
| Buckingham Capital Management, Inc. | 58,551 | $12.1M | 1.48% | −4,938−7.8% | Reduced |
| Verition Fund Management LLC | 58,756 | $12.1M | 0.12% | +6,964+13.4% | Added |
| GWM Advisors LLC | 58,930 | $12.2M | 0.11% | +5,717+10.7% | Added |
| Pallas Capital Advisors LLC | 59,018 | $12.2M | 0.51% | +2,248+4.0% | Added |
| Torray LLC | 59,125 | $12.2M | 1.83% | −16,975−22.3% | Reduced |
| Oppenheimer & Co Inc | 59,161 | $12.2M | 0.20% | +530+0.9% | Added |
| Shell Asset Management Co | 52,271 | $12.3M | 0.56% | −8,348−13.8% | Reduced |
| LGT Group Foundation | 60,095 | $12.4M | 0.29% | −35,739−37.3% | Reduced |
| First Citizens Bank & Trust Co | 60,132 | $12.4M | 0.24% | +10,476+21.1% | Added |
| Flossbach Von Storch AG | 61,624 | $12.7M | 0.06% | +40,826+196.3% | Added |
| General American Investors Co Inc | 61,652 | $12.7M | 0.94% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 61,810 | $12.7M | 3.76% | +6,359+11.5% | Added |
| Prime Capital Investment Advisors, LLC | 61,990 | $12.8M | 0.18% | −19,120−23.6% | Reduced |
| Evercore Wealth Management, LLC | 62,074 | $12.8M | 0.20% | −1,155−1.8% | Reduced |
| Vident Advisory, LLC | 62,701 | $12.9M | 0.27% | −112,619−64.2% | Reduced |
| Meeder Asset Management Inc | 62,732 | $12.9M | 0.82% | +51,989+483.9% | Added |
| Maryland State Retirement & Pension System | 65,408 | $13.0M | 0.26% | +388+0.6% | Added |
| Phoenix Holdings Ltd. | 63,079 | $13.0M | 0.18% | +28,027+80.0% | Added |
| Kentucky Retirement Systems | 63,189 | $13.0M | 0.39% | −3,743−5.6% | Reduced |
| Sycomore Asset Management | 63,468 | $13.0M | 2.85% | +30,361+91.7% | Added |
| Capital Investment Counsel, Inc | 63,400 | $13.1M | 2.26% | −8,100−11.3% | Reduced |
| Baader Bank INC | 63,681 | $13.1M | 1.07% | −2,875−4.3% | Reduced |
| Banque Cantonale Vaudoise | 63,758 | $13.1M | 0.51% | +330+0.5% | Added |
| Credit Agricole S A | 67,933 | $13.2M | 0.23% | +21,830+47.4% | Added |
| TD Waterhouse Canada Inc. | 57,731 | $13.3M | 0.10% | +57,731 | New |
| Empowered Funds, LLC | 64,865 | $13.4M | 0.24% | +11,927+22.5% | Added |
| Gateway Investment Advisers LLC | 64,943 | $13.4M | 0.15% | −12,242−15.9% | Reduced |
| Bornite Capital Management LP | 65,000 | $13.4M | 2.25% | +25,000+62.5% | Added |
| Hamilton Capital Partners Inc. | 65,213 | $13.4M | 1.63% | +65,213 | New |
| Hosking Partners LLP | 65,307 | $13.5M | 0.50% | −204−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 65,470 | $13.5M | 0.28% | −25,600−28.1% | Reduced |
| Bard Financial Services, Inc. | 65,480 | $13.5M | 1.43% | −2,385−3.5% | Reduced |
| Montag A & Associates Inc | 66,103 | $13.6M | 0.68% | +25,323+62.1% | Added |
| La Banque Postale Asset Management SA | 66,245 | $13.7M | 0.54% | −85,214−56.3% | Reduced |
| Hollencrest Capital Management | 66,603 | $13.7M | 0.63% | +57,659+644.7% | Added |