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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, 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: 3,520 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 20263,520$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, 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
Maple Capital Management, Inc.74,916$15.4M1.41%−5,444−6.8%Reduced
Brown Advisory Inc74,041$15.3M0.02%+6,393+9.5%Added
Burney Co72,685$15.0M0.57%−1,069−1.4%Reduced
Rheos Capital Works Inc.72,600$15.0M0.72%−61,700−45.9%Reduced
Jump Financial, LLC72,492$15.0M0.41%+61,201+542.0%Added
D.A. Davidson & Co.72,153$14.9M0.13%−1,534−2.1%Reduced
Gulf International Bank (UK) Ltd71,859$14.8M0.37%+2,763+4.0%Added
O'Shaughnessy Asset Management, LLC71,659$14.8M0.16%+11,968+20.0%Added
Oregon Public Employees Retirement Fund71,177$14.7M0.29%−149,896−67.8%Reduced
Tower Research Capital LLC (TRC)70,710$14.6M0.35%−85,551−54.7%Reduced
DuPont Capital Management Corp70,359$14.5M1.20%−13,719−16.3%Reduced
Payden & Rygel70,210$14.5M0.99%−46,600−39.9%Reduced
Payden & Rygel Investment Group70,210$14.5M0.99%+70,210New
Roanoke Asset Management Corp70,155$14.5M4.74%−345−0.5%Reduced
Zevenbergen Capital Investments LLC70,000$14.4M0.31%−6,000−7.9%Reduced
Lowe Brockenbrough & Co Inc69,697$14.4M0.97%+14,748+26.8%Added
Hoylecohen, LLC69,684$14.4M1.10%+641+0.9%Added
Churchill Management Corp69,091$14.2M0.18%−1,586−2.2%Reduced
Jacobs & Co68,400$14.1M1.49%−3,247−4.5%Reduced
Holderness Investments Co68,072$14.0M3.43%+98+0.1%Added
Hollencrest Capital Management66,603$13.7M0.63%+57,659+644.7%Added
La Banque Postale Asset Management SA66,245$13.7M0.54%−85,214−56.3%Reduced
Montag A & Associates Inc66,103$13.6M0.68%+25,323+62.1%Added
Bard Financial Services, Inc.65,480$13.5M1.43%−2,385−3.5%Reduced
Bridgeway Capital Management, LLC65,470$13.5M0.28%−25,600−28.1%Reduced
Hosking Partners LLP65,307$13.5M0.50%−204−0.3%Reduced
Hamilton Capital Partners Inc.65,213$13.4M1.63%+65,213New
Bornite Capital Management LP65,000$13.4M2.25%+25,000+62.5%Added
Gateway Investment Advisers LLC64,943$13.4M0.15%−12,242−15.9%Reduced
Empowered Funds, LLC64,865$13.4M0.24%+11,927+22.5%Added
TD Waterhouse Canada Inc.57,731$13.3M0.10%+57,731New
Credit Agricole S A67,933$13.2M0.23%+21,830+47.4%Added
Banque Cantonale Vaudoise63,758$13.1M0.51%+330+0.5%Added
Baader Bank INC63,681$13.1M1.07%−2,875−4.3%Reduced
Capital Investment Counsel, Inc63,400$13.1M2.26%−8,100−11.3%Reduced
Sycomore Asset Management63,468$13.0M2.85%+30,361+91.7%Added
Kentucky Retirement Systems63,189$13.0M0.39%−3,743−5.6%Reduced
Phoenix Holdings Ltd.63,079$13.0M0.18%+28,027+80.0%Added
Maryland State Retirement & Pension System65,408$13.0M0.26%+388+0.6%Added
Meeder Asset Management Inc62,732$12.9M0.82%+51,989+483.9%Added
Vident Advisory, LLC62,701$12.9M0.27%−112,619−64.2%Reduced
Evercore Wealth Management, LLC62,074$12.8M0.20%−1,155−1.8%Reduced
Prime Capital Investment Advisors, LLC61,990$12.8M0.18%−19,120−23.6%Reduced
F&V Capital Management, LLC61,810$12.7M3.76%+6,359+11.5%Added
General American Investors Co Inc61,652$12.7M0.94%00.0%Unchanged
Flossbach Von Storch AG61,624$12.7M0.06%+40,826+196.3%Added
First Citizens Bank & Trust Co60,132$12.4M0.24%+10,476+21.1%Added
LGT Group Foundation60,095$12.4M0.29%−35,739−37.3%Reduced
Shell Asset Management Co52,271$12.3M0.56%−8,348−13.8%Reduced
Oppenheimer & Co Inc59,161$12.2M0.20%+530+0.9%Added
Torray LLC59,125$12.2M1.83%−16,975−22.3%Reduced
Pallas Capital Advisors LLC59,018$12.2M0.51%+2,248+4.0%Added
GWM Advisors LLC58,930$12.2M0.11%+5,717+10.7%Added
Verition Fund Management LLC58,756$12.1M0.12%+6,964+13.4%Added
Buckingham Capital Management, Inc.58,551$12.1M1.48%−4,938−7.8%Reduced
Anchor Capital Advisors LLC58,344$12.0M0.32%+58,344New
Jamison Private Wealth Management, Inc.57,964$12.0M2.02%+122+0.2%Added
Kestra Advisory Services, LLC57,466$11.9M0.08%+2,840+5.2%Added
Brinker Capital Investments, LLC57,383$11.8M0.13%+3,964+7.4%Added
Orion Portfolio Solutions, LLC57,383$11.8M0.13%+3,964+7.4%Added
Engineers Gate Manager LP57,330$11.8M0.31%+23,294+68.4%Added
Steward Partners Investment Advisory, LLC56,332$11.6M0.13%+11,817+26.5%Added
Larson Financial Group LLC56,092$11.6M0.89%−719−1.3%Reduced
Colonial Trust Advisors55,423$11.4M1.13%+414+0.8%Added
SFMG, LLC55,401$11.4M0.98%−685−1.2%Reduced
William Allan, LLC54,651$11.3M7.49%−304−0.6%Reduced
Two Sigma Advisers, LP54,300$11.2M0.03%−49,600−47.7%Reduced
Hartford Investment Management Co53,783$11.1M0.39%−2,566−4.6%Reduced
Cullen/Frost Bankers, Inc.53,727$11.1M0.16%−1,475−2.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management53,447$11.0M0.34%+4,100+8.3%Added
Atria Wealth Solutions, Inc.53,188$11.0M0.12%+1,606+3.1%Added
Greenwich Wealth Management LLC53,173$11.0M0.87%−160.0%Reduced
Captrust Financial Advisors53,115$11.0M0.04%−26,925−33.6%Reduced
Voloridge Investment Management, LLC53,099$11.0M0.04%+53,099New
Glassy Mountain Advisors, Inc.53,082$10.9M4.12%−2,472−4.4%Reduced
Intech Investment Management LLC52,943$10.9M0.15%−182,925−77.6%Reduced
Westpac Banking Corp52,913$10.9M0.83%−714−1.3%Reduced
Summit Street Capital Management, LLC52,581$10.8M4.16%00.0%Unchanged
Tiaa Trust, National Association52,373$10.8M0.03%+328+0.6%Added
Engine No. 1 LLC51,231$10.6M12.51%+51,231New
Atria Investments LLC50,788$10.5M0.14%−1,086−2.1%Reduced
Quantbot Technologies LP50,284$10.4M0.58%+37,196+284.2%Added
EP Wealth Advisors, LLC50,268$10.4M0.12%+2,366+4.9%Added
Davenport & Co LLC49,774$10.3M0.06%+51+0.1%Added
KCM Investment Advisors LLC49,333$10.2M0.38%+993+2.1%Added
Chartwell Investment Partners, LLC49,311$10.2M0.35%+1,881+4.0%Added
Toroso Investments, LLC49,141$10.1M0.17%+7,413+17.8%Added
Securian Asset Management, Inc49,007$10.1M0.30%−3,973−7.5%Reduced
Compass Wealth Management LLC49,005$10.1M2.53%−685−1.4%Reduced
Williams Jones Wealth Management, LLC.48,985$10.1M0.13%+27,864+131.9%Added
NEOS Investment Management LLC48,900$10.1M0.62%+9,485+24.1%Added
Commerce Bank48,364$9.97M0.07%−443−0.9%Reduced
Flputnam Investment Management Co48,325$9.97M0.21%−3,493−6.7%Reduced
EverSource Wealth Advisors, LLC50,028$9.94M0.78%+1,499+3.1%Added
Banque Pictet & Cie SA48,361$9.93M0.10%−5,388−10.0%Reduced
Trexquant Investment LP48,031$9.91M0.20%+2,158+4.7%Added
Nepsis, Inc.47,998$9.90M2.68%+47,998New
WoodTrust Financial Corp47,401$9.78M1.55%−1,763−3.6%Reduced
Bogart Wealth, LLC47,392$9.77M0.50%+1,109+2.4%Added
Trillium Asset Management, LLC46,786$9.65M0.25%−17,058−26.7%Reduced