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 3 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, 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 289,052 | $68.2M | 2.26% | −8,302−2.8% | Reduced |
| Wedge Capital Management L L P | 287,687 | $67.9M | 1.20% | −123,199−30.0% | Reduced |
| Corebridge Financial, Inc. | 286,824 | $67.7M | 0.37% | +286,824 | New |
| Grassi Investment Management | 277,251 | $65.4M | 5.80% | −750.0% | Reduced |
| State of Michigan Retirement System | 276,255 | $65.2M | 0.34% | +4,900+1.8% | Added |
| Andra AP-fonden | 272,200 | $64.2M | 1.08% | −30,300−10.0% | Reduced |
| Carmignac Gestion | 265,689 | $62.7M | 1.08% | +130,145+96.0% | Added |
| APG Asset Management US Inc. | 259,548 | $61.6M | 0.35% | +5,488+2.2% | Added |
| Value Aligned Research Advisors, LLC | 257,908 | $60.9M | 13.33% | +778+0.3% | Added |
| CIBC World Markets Inc. | 257,121 | $60.7M | 0.15% | −2,064−0.8% | Reduced |
| MetLife Investment Management | 257,117 | $60.7M | 0.36% | +33,020+14.7% | Added |
| Peapack Gladstone Financial Corp | 256,493 | $60.5M | 0.93% | −7,008−2.7% | Reduced |
| CIBC Asset Management Inc | 252,595 | $59.6M | 0.21% | −2,695−1.1% | Reduced |
| Mackenzie Financial Corp | 249,837 | $59.0M | 0.09% | −17,205−6.4% | Reduced |
| Analog Century Management LP | 249,112 | $58.8M | 5.83% | +51,209+25.9% | Added |
| Employees Provident Fund Board | 246,107 | $58.1M | 0.93% | +70,616+40.2% | Added |
| D. E. Shaw & Co., Inc. | 245,948 | $58.0M | 0.08% | −1,774,952−87.8% | Reduced |
| Federated Hermes, Inc. | 245,172 | $57.9M | 0.14% | +60,783+33.0% | Added |
| Castleark Management LLC | 241,614 | $57.0M | 2.33% | +90,572+60.0% | Added |
| Arizona State Retirement System | 240,882 | $56.8M | 0.38% | +2,393+1.0% | Added |
| Marex Group plc | 237,955 | $56.2M | 1.51% | +237,955 | New |
| Pinebridge Investments, L.P. | 236,417 | $55.8M | 0.45% | −111,423−32.0% | Reduced |
| DnB Asset Management AS | 234,519 | $55.3M | 0.26% | +23,288+11.0% | Added |
| Cetera Investment Advisers | 234,414 | $55.3M | 0.13% | −56,147−19.3% | Reduced |
| Railway Pension Investments Ltd | 233,968 | $55.2M | 0.66% | −2,400−1.0% | Reduced |
| Cerity Partners LLC | 230,661 | $54.4M | 0.15% | −16,137−6.5% | Reduced |
| Broad Run Investment Management, LLC | 228,974 | $54.0M | 7.40% | −50,697−18.1% | Reduced |
| Forsta Ap-Fonden | 224,800 | $53.1M | 0.47% | −25,300−10.1% | Reduced |
| Tredje AP-fonden | 224,119 | $52.9M | 0.51% | +2,233+1.0% | Added |
| Calamos Advisors LLC | 222,869 | $52.6M | 0.26% | −5,992−2.6% | Reduced |
| Comerica Bank | 219,804 | $51.9M | 0.22% | −13,359−5.7% | Reduced |
| Woodline Partners LP | 219,713 | $51.9M | 0.50% | +114,911+109.6% | Added |
| J. Safra Sarasin Holding AG | 215,137 | $50.8M | 0.93% | +215,137 | New |
| Twin Tree Management, LP | 213,208 | $50.3M | 1.48% | +137,424+181.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 210,447 | $49.7M | 0.12% | +51,454+32.4% | Added |
| Guinness Asset Management LTD | 209,005 | $49.3M | 1.02% | −4,950−2.3% | Reduced |
| Grandfield & Dodd, LLC | 208,443 | $49.2M | 3.11% | −452−0.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 207,438 | $49.0M | 3.95% | −18,707−8.3% | Reduced |
| Bradley Foster & Sargent Inc | 206,024 | $48.6M | 0.88% | −74,001−26.4% | Reduced |
| Manning & Napier Advisors LLC | 203,922 | $48.1M | 0.54% | +203,922 | New |
| Creative Planning | 202,372 | $47.8M | 0.05% | +13,808+7.3% | Added |
| BNP Paribas | 201,147 | $47.4M | 2.39% | −12,106−5.7% | Reduced |
| Flossbach Von Storch AG | 200,752 | $47.4M | 0.20% | +139,128+225.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 200,174 | $47.2M | 0.07% | −9,950−4.7% | Reduced |
| Harbor Island Capital LLC | 199,249 | $47.0M | 20.25% | −14,800−6.9% | Reduced |
| Xponance, Inc. | 198,202 | $46.8M | 0.48% | +5,637+2.9% | Added |
| Norris Perne & French LLP | 196,269 | $46.3M | 3.35% | −4,867−2.4% | Reduced |
| GWM Advisors LLC | 195,903 | $46.2M | 0.34% | +136,973+232.4% | Added |
| William Blair Investment Management, LLC | 194,687 | $45.9M | 0.12% | −4,739−2.4% | Reduced |
| USS Investment Management Ltd | 187,928 | $44.4M | 0.36% | +11,915+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 187,490 | $44.2M | 0.47% | +25,552+15.8% | Added |
| Assetmark, Inc | 187,458 | $44.2M | 0.14% | −11,822−5.9% | Reduced |
| Cresset Asset Management, LLC | 184,389 | $43.5M | 0.18% | +102,551+125.3% | Added |
| Sit Investment Associates Inc | 183,938 | $43.4M | 1.00% | −11,495−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,507 | $43.1M | 0.28% | −155−0.1% | Reduced |
| Silvant Capital Management LLC | 181,745 | $42.9M | 1.90% | +14,483+8.7% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 180,672 | $42.6M | 0.48% | +180,672 | New |
| Amalgamated Bank | 177,782 | $42.0M | 0.36% | −2,272−1.3% | Reduced |
| Cambiar Investors LLC | 176,836 | $41.7M | 1.63% | −3,714−2.1% | Reduced |
| Busey Wealth Management | 174,350 | $41.1M | 1.41% | +463+0.3% | Added |
| Renaissance Group LLC | 174,216 | $41.1M | 1.60% | −4,657−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 172,712 | $40.8M | 1.17% | −1,564−0.9% | Reduced |
| IFM Investors Pty Ltd | 172,082 | $40.6M | 0.41% | +374+0.2% | Added |
| Svenska Handelsbanken AB (publ) | 170,000 | $40.5M | 11.28% | +170,000 | New |
| Henshaw Capital LLC | 171,300 | $40.4M | 1.82% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 171,111 | $40.4M | 0.08% | +9,481+5.9% | Added |
| Varma Mutual Pension Insurance Co | 167,082 | $39.4M | 0.32% | −16,818−9.1% | Reduced |
| CIBC World Markets Corp | 166,979 | $39.4M | 0.26% | +28,866+20.9% | Added |
| Twinbeech Capital LP | 166,489 | $39.3M | 0.77% | +163,086+4,792.4% | Added |
| North Growth Management Ltd. | 163,000 | $38.5M | 7.61% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 160,000 | $37.8M | 0.54% | −1,000−0.6% | Reduced |
| Main Street Research LLC | 159,783 | $37.7M | 2.49% | +4,682+3.0% | Added |
| British Columbia Investment Management Corp | 159,145 | $37.6M | 0.23% | −171,619−51.9% | Reduced |
| Czech National Bank | 158,336 | $37.4M | 0.43% | +11,952+8.2% | Added |
| Cohen Capital Management, Inc. | 154,145 | $36.4M | 6.26% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 152,444 | $36.0M | 1.61% | −3,977−2.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 152,253 | $35.9M | 3.34% | −987−0.6% | Reduced |
| Lido Advisors, LLC | 149,994 | $35.4M | 0.29% | +46,381+44.8% | Added |
| Balyasny Asset Management LLC | 149,043 | $35.2M | 0.09% | +129,601+666.6% | Added |
| Formuepleje A/S | 148,844 | $35.1M | 1.94% | −57,351−27.8% | Reduced |
| Daiwa Securities Group Inc. | 147,718 | $34.9M | 0.19% | +2,596+1.8% | Added |
| Willis Investment Counsel | 146,586 | $34.6M | 2.40% | +140.0% | Added |
| NewEdge Wealth, LLC | 146,334 | $34.5M | 0.75% | −212−0.1% | Reduced |
| Cardinal Capital Management, Inc. | 142,466 | $33.6M | 1.29% | −60,782−29.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 141,374 | $33.4M | 0.29% | +96,502+215.1% | Added |
| Gabelli Funds LLC | 141,413 | $33.4M | 0.25% | +33,742+31.3% | Added |
| iA Global Asset Management Inc. | 141,120 | $33.3M | 0.64% | −6,164−4.2% | Reduced |
| E Fund Management Co., Ltd. | 140,633 | $33.2M | 1.83% | +123,431+717.5% | Added |
| PGGM Investments | 139,128 | $32.8M | 0.47% | −1,292−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 138,242 | $32.6M | 0.34% | −7,840−5.4% | Reduced |
| Banco Santander, S.A. | 138,280 | $32.6M | 0.40% | −43,289−23.8% | Reduced |
| Mirabella Financial Services LLP | 167,274 | $32.6M | 2.38% | +27,153+19.4% | Added |
| Trust Co of Vermont | 137,395 | $32.4M | 1.76% | −3,624−2.6% | Reduced |
| Pacer Advisors, Inc. | 137,188 | $32.4M | 0.07% | +11,535+9.2% | Added |
| Utah Retirement Systems | 137,057 | $32.3M | 0.38% | −7,850−5.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 136,666 | $32.3M | 0.12% | +12,004+9.6% | Added |
| Profund Advisors LLC | 135,559 | $32.0M | 1.19% | +7,593+5.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 135,453 | $32.0M | 0.60% | +132,635+4,706.7% | Added |
| Teachers Retirement System of the State of Kentucky | 135,186 | $31.9M | 0.29% | −11,449−7.8% | Reduced |
| South Dakota Investment Council | 132,981 | $31.4M | 0.64% | −1,369−1.0% | Reduced |