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, Q2 2024
Institutional positions in Applied Materials Inc as of Jun 30, 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
- 2,286
- +96 vs. Q1 2024
- Shares held
- 662.3M
- +7.97M (+1.2%) vs. Q1 2024
- Total value
- $156.3B
- +$21.6B (+16.0%) vs. Q1 2024
- New holders
- 203
- 878 more added
- Sold out
- 107
- 862 more reduced
31 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blair William & Co | 81,088 | $19.1M | 0.06% | +1,977+2.5% | Added |
| Ieq Capital, LLC | 82,192 | $19.4M | 0.26% | +4,588+5.9% | Added |
| Signature Estate & Investment Advisors LLC | 82,725 | $19.5M | 0.49% | +1,093+1.3% | Added |
| Sawgrass Asset Management LLC | 82,729 | $19.5M | 2.12% | +42,591+106.1% | Added |
| Citizens Financial Group Inc | 82,897 | $19.6M | 0.43% | +1,096+1.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 83,015 | $19.6M | 0.48% | +82,954+135,990.2% | Added |
| J. Goldman & Co LP | 83,098 | $19.6M | 0.73% | +83,098 | New |
| Omers Administration Corp | 83,480 | $19.7M | 0.19% | +47,448+131.7% | Added |
| Gotham Asset Management, LLC | 83,665 | $19.7M | 0.26% | −14,005−14.3% | Reduced |
| Optiver Holding B.V. | 85,718 | $20.2M | 0.39% | +80,780+1,635.9% | Added |
| CCM Investment Advisers LLC | 85,777 | $20.2M | 2.38% | +84+0.1% | Added |
| Capital International Inc | 87,443 | $20.6M | 0.27% | −976−1.1% | Reduced |
| Mission Wealth Management, LP | 87,477 | $20.6M | 0.56% | −7,206−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 87,896 | $20.7M | 0.11% | +7,239+9.0% | Added |
| Carmel Capital Management L.L.C. | 88,250 | $20.8M | 8.11% | −520−0.6% | Reduced |
| Foundry Partners, LLC | 88,617 | $20.9M | 1.12% | −12,671−12.5% | Reduced |
| Investment Management Corp of Ontario | 89,128 | $21.0M | 0.57% | +5,965+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 89,676 | $21.2M | 0.22% | +18,017+25.1% | Added |
| Brown Brothers Harriman & Co | 91,056 | $21.5M | 0.16% | +1,446+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,223 | $21.5M | 0.25% | +11,632+14.6% | Added |
| Cullinan Associates Inc | 91,328 | $21.6M | 1.22% | −3,450−3.6% | Reduced |
| LGT Group Foundation | 92,724 | $21.9M | 0.35% | +32,629+54.3% | Added |
| California First Leasing Corp | 92,836 | $21.9M | 9.80% | −9,164−9.0% | Reduced |
| Cooper Creek Partners Management LLC | 95,894 | $22.6M | 0.83% | −2,230−2.3% | Reduced |
| CBOE Vest Financial, LLC | 96,333 | $22.7M | 0.55% | +5,109+5.6% | Added |
| JustInvest LLC | 97,954 | $23.0M | 0.44% | +8,353+9.3% | Added |
| Flputnam Investment Management Co | 98,369 | $23.2M | 0.44% | +50,044+103.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 98,395 | $23.2M | 0.08% | +3,592+3.8% | Added |
| Beacon Investment Advisory Services, Inc. | 99,748 | $23.5M | 1.01% | +2,226+2.3% | Added |
| Stanley Capital Management, LLC | 99,800 | $23.6M | 4.81% | −17,500−14.9% | Reduced |
| Managed Asset Portfolios, LLC | 101,321 | $23.9M | 3.54% | −5,177−4.9% | Reduced |
| Swiss Life Asset Management Ltd | 101,769 | $24.0M | 0.28% | +19,511+23.7% | Added |
| First Foundation Advisors | 101,974 | $24.1M | 0.92% | +5,184+5.4% | Added |
| Eastern Bank | 102,687 | $24.2M | 0.98% | −139−0.1% | Reduced |
| Bokf, NA | 103,097 | $24.3M | 0.44% | −715−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 103,327 | $24.4M | 0.46% | +24,231+30.6% | Added |
| Ethic Inc. | 103,540 | $24.4M | 0.57% | +3,493+3.5% | Added |
| Financial Counselors Inc | 104,043 | $24.6M | 0.40% | −790−0.8% | Reduced |
| Mutual of America Capital Management LLC | 104,784 | $24.7M | 0.27% | −4,308−3.9% | Reduced |
| BancorpSouth Bank | 106,184 | $25.1M | 1.88% | +782+0.7% | Added |
| Lountzis Asset Management, LLC | 106,881 | $25.2M | 11.79% | −141−0.1% | Reduced |
| Annex Advisory Services, LLC | 106,927 | $25.2M | 0.89% | +12,916+13.7% | Added |
| Verition Fund Management LLC | 106,929 | $25.2M | 0.20% | +48,173+82.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $25.6M | 3.28% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 109,043 | $25.7M | 0.83% | −38,338−26.0% | Reduced |
| Cumberland Partners Ltd | 109,231 | $25.8M | 1.87% | −4,059−3.6% | Reduced |
| Harvest Portfolios Group Inc. | 111,229 | $26.2M | 1.00% | −5,176−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 111,843 | $26.4M | 0.82% | +28,860+34.8% | Added |
| Keybank National Association | 112,096 | $26.5M | 0.11% | −658−0.6% | Reduced |
| Pinnacle Associates Ltd | 112,654 | $26.6M | 0.42% | −2,422−2.1% | Reduced |
| Louisiana State Employees Retirement System | 112,800 | $26.6M | 0.51% | −700−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 113,376 | $26.8M | 0.45% | +42,666+60.3% | Added |
| SG Americas Securities, LLC | 113,737 | $26.8M | 0.17% | −309,529−73.1% | Reduced |
| Sienna Gestion | 114,005 | $26.9M | 2.39% | −139−0.1% | Reduced |
| First Nebraska Trust Co | 114,318 | $27.0M | 2.78% | −388−0.3% | Reduced |
| Yousif Capital Management, LLC | 115,157 | $27.2M | 0.31% | −2,899−2.5% | Reduced |
| Public Employees Retirement Association of Colorado | 115,385 | $27.2M | 0.11% | −3,321−2.8% | Reduced |
| Wellington Management Group LLP | 115,913 | $27.4M | 0.00% | −45,306−28.1% | Reduced |
| Baker Avenue Asset Management, LP | 115,963 | $27.4M | 0.93% | −7,658−6.2% | Reduced |
| Bridgewater Associates, LP | 116,856 | $27.6M | 0.14% | −301,041−72.0% | Reduced |
| Osterweis Capital Management Inc | 118,084 | $27.9M | 1.44% | −42,014−26.2% | Reduced |
| Wealthfront Advisers LLC | 118,202 | $27.9M | 0.09% | +4,272+3.7% | Added |
| Hancock Whitney Corp | 119,935 | $28.3M | 0.96% | −30,833−20.5% | Reduced |
| Rokos Capital Management LLP | 121,140 | $28.6M | 0.66% | +121,140 | New |
| Biechele Royce Advisors | 121,650 | $28.7M | 9.69% | −12,444−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 122,313 | $28.9M | 0.07% | −43,117−26.1% | Reduced |
| Rheos Capital Works Inc. | 122,600 | $28.9M | 1.52% | +50,000+68.9% | Added |
| Schonfeld Strategic Advisors LLC | 122,826 | $29.0M | 0.22% | −135,002−52.4% | Reduced |
| McGuire Investment Group, LLC | 124,221 | $29.3M | 4.20% | −9,356−7.0% | Reduced |
| Boston Common Asset Management, LLC | 124,291 | $29.3M | 0.75% | −29,429−19.1% | Reduced |
| Prudential PLC | 124,291 | $29.3M | 0.20% | +23,927+23.8% | Added |
| Meiji Yasuda Life Insurance Co | 124,317 | $29.3M | 0.59% | −7,654−5.8% | Reduced |
| LMCG Investments, LLC | 125,933 | $29.7M | 1.73% | −12,033−8.7% | Reduced |
| Capital Group Private Client Services, Inc. | 125,967 | $29.7M | 0.30% | +33,110+35.7% | Added |
| Illinois Municipal Retirement Fund | 126,072 | $29.8M | 0.45% | −13,636−9.8% | Reduced |
| MML Investors Services, LLC | 126,209 | $29.8M | 0.12% | −3,834−2.9% | Reduced |
| Talbot Financial, LLC | 126,543 | $29.9M | 3.92% | −3,570−2.7% | Reduced |
| Steel Peak Wealth Management LLC | 126,557 | $29.9M | 1.41% | +1,849+1.5% | Added |
| Janney Montgomery Scott LLC | 126,749 | $29.9M | 0.09% | −71,749−36.1% | Reduced |
| Achmea Investment Management B.V. | 126,916 | $30.0M | 0.54% | +268+0.2% | Added |
| New York Life Investment Management LLC | 127,251 | $30.0M | 0.30% | +1,045+0.8% | Added |
| State of Alaska, Department of Revenue | 130,173 | $30.7M | 0.34% | +13,805+11.9% | Added |
| FIL Ltd | 130,300 | $30.7M | 0.03% | −108,108−45.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 132,319 | $31.2M | 0.39% | +83,334+170.1% | Added |
| Shelton Capital Management | 132,423 | $31.3M | 0.85% | −16,517−11.1% | Reduced |
| Pathstone Holdings, LLC | 132,890 | $31.4M | 0.14% | +1,162+0.9% | Added |
| South Dakota Investment Council | 132,981 | $31.4M | 0.64% | −1,369−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,186 | $31.9M | 0.29% | −11,449−7.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 135,453 | $32.0M | 0.60% | +132,635+4,706.7% | Added |
| Profund Advisors LLC | 135,559 | $32.0M | 1.19% | +7,593+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 136,666 | $32.3M | 0.12% | +12,004+9.6% | Added |
| Utah Retirement Systems | 137,057 | $32.3M | 0.38% | −7,850−5.4% | Reduced |
| Pacer Advisors, Inc. | 137,188 | $32.4M | 0.07% | +11,535+9.2% | Added |
| Trust Co of Vermont | 137,395 | $32.4M | 1.76% | −3,624−2.6% | Reduced |
| Mirabella Financial Services LLP | 167,274 | $32.6M | 2.38% | +27,153+19.4% | Added |
| Banco Santander, S.A. | 138,280 | $32.6M | 0.40% | −43,289−23.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 138,242 | $32.6M | 0.34% | −7,840−5.4% | Reduced |
| PGGM Investments | 139,128 | $32.8M | 0.47% | −1,292−0.9% | Reduced |
| E Fund Management Co., Ltd. | 140,633 | $33.2M | 1.83% | +123,431+717.5% | Added |
| iA Global Asset Management Inc. | 141,120 | $33.3M | 0.64% | −6,164−4.2% | Reduced |