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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; 3,519 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
2,221
+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: 1,597 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: 3,519 institutions
Value heldQ1 2024: $135.3B
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 20263,519$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, 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
Mirae Asset Global Investments Co., Ltd.1,163,032$186.3M0.41%+35,251+3.1%Added
Mitsubishi UFJ Trust & Banking Corp889,492$184.3M0.42%−46,399−5.0%Reduced
Panagora Asset Management Inc875,731$180.6M0.94%+14,421+1.7%Added
Manufacturers Life Insurance Company, The845,456$174.4M0.16%+45,755+5.7%Added
Great West Life Assurance Co844,504$174.2M0.35%−188,274−18.2%Reduced
New York State Teachers Retirement System834,569$172.1M0.36%+11,461+1.4%Added
Raymond James & Associates828,677$170.9M0.12%−16,501−2.0%Reduced
Acadian Asset Management LLC825,308$170.2M0.59%+566,516+218.9%Added
CapitalatWork S.A.824,180$170.0M5.68%−38,471−4.5%Reduced
Danske Bank A/S817,071$168.5M0.53%+817,071New
DekaBank Deutsche Girozentrale791,030$164.3M0.31%−185,513−19.0%Reduced
EdgePoint Investment Group Inc.789,763$162.9M1.30%+789,763New
Intermede Investment Partners Ltd784,492$161.8M3.30%+724,210+1,201.4%Added
Stifel Financial Corp783,372$161.6M0.18%+47,842+6.5%Added
National Bank of Canada763,134$160.1M0.28%−377,180−33.1%Reduced
Thrivent Financial for Lutherans730,376$150.6M0.30%−69,032−8.6%Reduced
Arrowstreet Capital, Limited Partnership721,577$148.8M0.14%+472,827+190.1%Added
Truist Financial Corp718,955$148.3M0.22%−24,889−3.3%Reduced
Storebrand Asset Management AS709,092$146.2M0.50%−4,877−0.7%Reduced
Natixis Advisors, L.P.693,587$143.0M0.33%+115,007+19.9%Added
Korea Investment CORP688,669$142.0M0.36%+287,948+71.9%Added
Adage Capital Partners GP, L.L.C.670,488$138.3M0.26%+114,200+20.5%Added
Lord, Abbett & Co. LLC662,196$136.6M0.44%−75,916−10.3%Reduced
Abn Amro Investment Solutions661,743$136.5M2.36%−27,030−3.9%Reduced
US Bancorp656,772$135.4M0.19%+3000.0%Added
Renaissance Technologies LLC654,648$135.0M0.21%−56,900−8.0%Reduced
APG Asset Management N.V.700,789$133.8M0.23%−94,837−11.9%Reduced
Rockefeller Capital Management L.P.641,409$132.3M0.39%+21,728+3.5%Added
Glenmede Trust Co NA638,643$131.7M0.66%−105,073−14.1%Reduced
Candriam Luxembourg S.C.A.625,985$129.1M0.83%+234,092+59.7%Added
Citadel Advisors LLC625,520$129.0M0.12%−22,236−3.4%Reduced
Marshall Wace, LLP618,179$127.5M0.21%+421,969+215.1%Added
Fifth Third Bancorp596,061$122.9M0.48%+33,686+6.0%Added
Natixis595,267$122.8M0.68%+73,295+14.0%Added
State Board of Administration of Florida Retirement System997,137$122.5M0.29%+75,504+8.2%Added
Robeco Institutional Asset Management B.V.587,882$121.2M0.26%+11,816+2.1%Added
Boston Trust Walden Corp568,431$117.2M0.84%+162,988+40.2%Added
Guggenheim Capital LLC563,110$116.1M0.82%+34,785+6.6%Added
Schroder Investment Management Group560,201$115.5M0.14%−62,489−10.0%Reduced
Erste Asset Management GmbH557,260$115.5M1.57%+47,056+9.2%Added
Canada Pension Plan Investment Board547,753$113.0M0.12%+80,740+17.3%Added
Retirement Systems of Alabama539,748$111.3M0.43%−717−0.1%Reduced
Nissay Asset Management Corp538,181$111.0M0.77%−120,742−18.3%Reduced
Zacks Investment Management537,338$110.8M1.18%+1,838+0.3%Added
Allspring Global Investments Holdings, LLC535,439$110.4M0.17%+213,299+66.2%Added
Toronto Dominion Bank533,833$110.1M0.17%−3,844−0.7%Reduced
Argent Capital Management LLC533,527$110.0M3.21%−18,003−3.3%Reduced
XN LP520,491$107.3M5.35%−86,067−14.2%Reduced
Polar Capital Holdings Plc519,332$107.1M0.65%+519,332New
Clark Capital Management Group, Inc.511,793$105.5M0.79%+1,589+0.3%Added
HighTower Advisors, LLC506,213$104.2M0.17%+18,418+3.8%Added
Ci Investments Inc.503,366$103.8M0.41%−13,736−2.7%Reduced
Bristol Gate Capital Partners Inc.496,566$102.4M4.81%−122,471−19.8%Reduced
Chevy Chase Trust Holdings, Inc.487,629$100.6M0.33%−13,872−2.8%Reduced
State of New Jersey Common Pension Fund D479,833$99.0M0.30%00.0%Unchanged
Zurich Insurance Group Ltd477,367$98.4M0.90%−207,511−30.3%Reduced
The PNC Financial Services Group, Inc.469,391$96.8M0.07%+15,118+3.3%Added
Earnest Partners LLC467,564$96.4M0.44%+89,272+23.6%Added
Close Asset Management Ltd463,835$95.6M3.49%−307,019−39.8%Reduced
State of Wisconsin Investment Board462,653$95.4M0.25%−1,465−0.3%Reduced
Jane Street Group, LLC443,298$91.4M0.12%+271,817+158.5%Added
Ossiam439,829$90.7M1.59%+424,067+2,690.4%Added
UniSuper Management Pty Ltd437,435$90.2M0.86%+12,839+3.0%Added
Blue Whale Capital LLP430,500$88.8M9.37%+215,500+100.2%Added
Aviva PLC429,744$88.6M0.29%+18,267+4.4%Added
Healthcare of Ontario Pension Plan Trust Fund428,489$88.4M0.31%−93,511−17.9%Reduced
Public Employees Retirement System of Ohio423,922$87.4M0.34%−13,556−3.1%Reduced
SG Americas Securities, LLC423,266$87.3M0.45%+391,371+1,227.1%Added
Mediolanum International Funds Ltd419,462$87.2M1.42%+419,462New
LPL Financial LLC418,557$86.3M0.05%+6,427+1.6%Added
Bridgewater Associates, LP417,897$86.2M0.44%+401,292+2,416.7%Added
Northwestern Mutual Wealth Management Co411,459$84.9M0.09%−32,856−7.4%Reduced
Wedge Capital Management L L P410,886$84.7M1.37%−79,788−16.3%Reduced
SEI Investments Co408,483$84.2M0.12%+17,641+4.5%Added
Susquehanna International Group, LLP403,212$83.2M0.12%−112,726−21.8%Reduced
Treasurer of the State of North Carolina402,280$83.0M0.36%+2,740+0.7%Added
Kempen Capital Management N.V.397,523$82.0M1.02%−85,739−17.7%Reduced
CI Private Wealth, LLC394,678$81.4M0.14%−12,621−3.1%Reduced
Whittier Trust Co386,918$79.8M1.16%+688+0.2%Added
Crestwood Advisors Group LLC386,386$79.7M1.74%+12,560+3.4%Added
QRG Capital Management, Inc.369,392$76.2M0.97%+10,327+2.9%Added
Bank of Nova Scotia369,213$76.1M0.15%−379,507−50.7%Reduced
Tocqueville Asset Management L.P.367,002$75.7M1.24%+220+0.1%Added
Asset Management One Co.,Ltd.362,193$74.7M0.29%−28,856−7.4%Reduced
Capital Fund Management S.A.350,543$72.3M0.88%−76,738−18.0%Reduced
Pinebridge Investments, L.P.347,840$71.7M0.57%+138,066+65.8%Added
Mariner, LLC339,753$70.1M0.14%+6,328+1.9%Added
Mn Services Vermogensbeheer B.V.336,062$69.3M0.50%−63,700−15.9%Reduced
Handelsbanken Fonder AB335,928$69.3M0.30%+14,353+4.5%Added
Capital Advisors Inc335,218$69.1M1.48%+12,293+3.8%Added
M&T Bank Corp332,772$68.6M0.24%−77,108−18.8%Reduced
ABN AMRO Bank N.V.331,696$68.4M1.02%+17,267+5.5%Added
British Columbia Investment Management Corp330,764$68.2M0.47%−11,356−3.3%Reduced
Lazard Freres Gestion S.A.S.339,829$67.1M1.66%+20,211+6.3%Added
Commonwealth Equity Services, LLC323,938$66.8M0.11%+19,939+6.6%Added
Systematic Alpha Investments, LLC320,128$66.0M2.65%00.0%Unchanged
State of Tennessee, Treasury Department318,421$65.7M0.24%−22,867−6.7%Reduced
STRS Ohio311,611$64.3M0.26%−50,910−14.0%Reduced
Resona Asset Management Co.,Ltd.308,785$63.7M0.38%+308,785New
American International Group, Inc.305,094$62.9M0.23%−9,626−3.1%Reduced