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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
Quantinno Capital Management LP46,511$9.59M0.21%+7,728+19.9%Added
Bessemer Group Inc46,272$9.54M0.02%+16,871+57.4%Added
Longbow Finance SA45,891$9.46M0.96%−67,820−59.6%Reduced
Cornerstone Advisors, LLC45,800$9.45M0.39%−1,300−2.8%Reduced
Capital International Sarl45,500$9.38M0.31%−99,590−68.6%Reduced
Kinneret Advisory, LLC45,049$9.29M0.93%−140−0.3%Reduced
MAI Capital Management44,929$9.27M0.10%−2,078−4.4%Reduced
Kovitz Investment Group Partners, LLC44,872$9.25M0.12%+10,094+29.0%Added
Guinness Atkinson Asset Management Inc44,867$9.25M4.35%−318−0.7%Reduced
Contravisory Investment Management, Inc.44,755$9.23M2.04%−127−0.3%Reduced
Taylor Hoffman Wealth Management44,675$9.21M3.91%+52+0.1%Added
Smithbridge Asset Management Inc43,899$9.05M1.87%−1,787−3.9%Reduced
Freestone Capital Holdings, LLC43,640$9.00M0.34%+870+2.0%Added
Ascent Wealth Partners, LLC43,530$8.98M1.33%−486−1.1%Reduced
Livforsakringsbolaget Skandia, Omsesidigt43,342$8.93M0.76%00.0%Unchanged
Synovus Financial Corp42,753$8.82M0.11%−540−1.2%Reduced
New Mexico Educational Retirement Board42,186$8.70M0.31%−1,800−4.1%Reduced
Meritage Portfolio Management41,800$8.62M0.55%−2,787−6.3%Reduced
Northwest Bancshares, Inc.41,668$8.59M1.36%−3,068−6.9%Reduced
Park Avenue Securities LLC41,474$8.55M0.11%−282−0.7%Reduced
Blume Capital Management, Inc.41,186$8.49M2.07%−2,290−5.3%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc41,000$8.46M6.14%−525−1.3%Reduced
Harvest Fund Management Co., Ltd40,906$8.43M0.76%+23,056+129.2%Added
TownSquare Capital, LLC40,725$8.40M0.12%−949−2.3%Reduced
Signet Financial Management, LLC40,689$8.39M1.15%−7,830−16.1%Reduced
Pine Valley Investments Ltd Liability Co40,650$8.38M0.65%+6,738+19.9%Added
First Community Trust NA40,303$8.31M7.82%+1,695+4.4%Added
Rakuten Investment Management, Inc.40,223$8.30M0.06%+38,154+1,844.1%Added
Sawgrass Asset Management LLC40,138$8.28M0.91%+40,138New
GQG Partners LLC40,064$8.26M0.01%00.0%Unchanged
Avitas Wealth Management LLC40,061$8.26M1.26%−6,436−13.8%Reduced
Plimoth Trust Co LLC40,031$8.26M2.20%−1,632−3.9%Reduced
Gendell Jeffrey L40,000$8.25M0.32%+40,000New
Greenleaf Trust39,977$8.24M0.08%−521−1.3%Reduced
Burr Financial Services, LLC39,433$8.18M6.38%+417+1.1%Added
CWM, LLC39,540$8.15M0.04%+1,719+4.5%Added
TCW Group Inc39,142$8.07M0.08%−8,343−17.6%Reduced
Plato Investment Management Ltd39,022$8.05M0.83%+35,997+1,190.0%Added
Vinva Investment Management Ltd38,776$8.00M0.46%−705−1.8%Reduced
Palmer Knight Co38,437$7.93M3.86%+837+2.2%Added
United Capital Management of KS, Inc.38,404$7.92M1.81%+2,190+6.0%Added
Pacifica Partners Inc.37,955$7.91M3.50%−537−1.4%Reduced
Horizon Investment Services, LLC38,208$7.88M3.86%−1,234−3.1%Reduced
Maxi Investments CY Ltd37,836$7.80M2.10%+37,836New
Capital International Ltd37,720$7.78M0.37%−92,150−71.0%Reduced
Azzad Asset Management Inc37,574$7.75M0.90%+310+0.8%Added
Siemens Fonds Invest GmbH37,354$7.70M0.59%+1,770+5.0%Added
Sandler Capital Management37,290$7.69M0.94%−55,580−59.8%Reduced
Evergreen Private Wealth LLC37,063$7.64M3.83%−6,659−15.2%Reduced
Naples Global Advisors, LLC36,630$7.55M0.77%−71−0.2%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group36,500$7.53M2.95%00.0%Unchanged
First American Bank36,356$7.50M0.57%+1,215+3.5%Added
Hall Laurie J Trustee36,148$7.46M2.63%−335−0.9%Reduced
Omers Administration Corp36,032$7.43M0.08%+36,032New
Oppenheimer Asset Management Inc.35,848$7.39M0.11%−14,854−29.3%Reduced
Beech Hill Advisors, Inc.35,575$7.34M3.05%−1,170−3.2%Reduced
Norinchukin Bank, The35,568$7.34M0.22%−929−2.5%Reduced
Delta Financial Advisors LLC35,564$7.33M2.90%−62−0.2%Reduced
Petredis Investment Advisors LLC35,463$7.31M0.88%+1,168+3.4%Added
Integrated Wealth Concepts LLC35,204$7.26M0.11%+1,606+4.8%Added
Citizens National Bank Trust Department35,058$7.23M1.68%−107−0.3%Reduced
Congress Wealth Management LLC35,015$7.22M0.12%+1,040+3.1%Added
Carret Asset Management, LLC34,829$7.18M0.85%−700−2.0%Reduced
Metis Global Partners, LLC34,775$7.17M0.26%−155−0.4%Reduced
Aureus Asset Management, LLC34,718$7.16M0.49%−453−1.3%Reduced
GAM Holding AG34,650$7.15M0.52%−821−2.3%Reduced
Hartford Financial Management Inc.34,559$7.13M1.50%−192−0.6%Reduced
Private Advisor Group, LLC34,318$7.08M0.05%+2,285+7.1%Added
Eagle Asset Management Inc33,770$7.05M0.04%+466+1.4%Added
Kelly Lawrence W & Associates Inc34,038$7.02M1.60%−1,000−2.9%Reduced
E. Ohman J:or Asset Management AB33,832$6.98M0.18%+700+2.1%Added
Greenwood Capital Associates LLC33,719$6.95M0.92%−5,953−15.0%Reduced
FourThought Financial Partners, LLC33,715$6.95M0.80%−9,604−22.2%Reduced
Symmetry Investments LP33,668$6.94M0.73%−10,046−23.0%Reduced
Metropolitan Life Insurance Co33,559$6.92M0.30%−492−1.4%Reduced
Univest Financial Corp33,429$6.89M1.94%−3,824−10.3%Reduced
Brasada Capital Management, LP33,402$6.89M1.24%−1,301−3.7%Reduced
Ameritas Investment Partners, Inc.33,213$6.85M0.23%−477−1.4%Reduced
Penserra Capital Management LLC33,133$6.83M0.09%−1,968−5.6%Reduced
Point72 Hong Kong Ltd33,083$6.82M0.34%−15,375−31.7%Reduced
Mango Five Family, Inc.32,950$6.80M2.26%00.0%Unchanged
Ingalls & Snyder LLC32,689$6.74M0.30%−1,250−3.7%Reduced
Rathbone Brothers plc32,511$6.70M0.04%−1,777−5.2%Reduced
Wright Investors Service Inc32,080$6.62M1.68%+9,070+39.4%Added
Sphera Funds Management Ltd.32,000$6.60M1.07%+32,000New
TrimTabs Asset Management, LLC31,931$6.59M1.65%+19,936+166.2%Added
Advisors Asset Management, Inc.31,428$6.48M0.12%+984+3.2%Added
Marco Investment Management LLC31,340$6.46M0.61%−4,900−13.5%Reduced
Empirical Finance, LLC31,326$6.46M0.40%+1,001+3.3%Added
Leelyn Smith, LLC31,307$6.46M1.29%−1,866−5.6%Reduced
Smith Group Asset Management, LLC31,270$6.45M0.37%−11,400−26.7%Reduced
Advisory Services Network, LLC31,203$6.43M0.14%−1,251−3.9%Reduced
NJ State Employees Deferred Compensation Plan31,200$6.43M0.81%00.0%Unchanged
Cambridge Trust Co30,867$6.37M0.24%−50−0.2%Reduced
Argonautica Private Wealth Management, Inc30,766$6.34M2.28%+1,481+5.1%Added
Trustco Bank Corp N Y30,642$6.32M6.57%−1,712−5.3%Reduced
Bonness Enterprises Inc30,300$6.25M2.25%00.0%Unchanged
Elevatus Welath Management30,272$6.24M2.46%+9,925+48.8%Added
Silver Lake Advisory, LLC30,263$6.24M2.78%−184−0.6%Reduced
Rench Wealth Management, Inc.30,183$6.22M2.39%+277+0.9%Added