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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 132,890 | $31.4M | 0.14% | +1,162+0.9% | Added |
| Shelton Capital Management | 132,423 | $31.3M | 0.85% | −16,517−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 132,319 | $31.2M | 0.39% | +83,334+170.1% | Added |
| FIL Ltd | 130,300 | $30.7M | 0.03% | −108,108−45.3% | Reduced |
| State of Alaska, Department of Revenue | 130,173 | $30.7M | 0.34% | +13,805+11.9% | Added |
| New York Life Investment Management LLC | 127,251 | $30.0M | 0.30% | +1,045+0.8% | Added |
| Achmea Investment Management B.V. | 126,916 | $30.0M | 0.54% | +268+0.2% | Added |
| Janney Montgomery Scott LLC | 126,749 | $29.9M | 0.09% | −71,749−36.1% | Reduced |
| Steel Peak Wealth Management LLC | 126,557 | $29.9M | 1.41% | +1,849+1.5% | Added |
| Talbot Financial, LLC | 126,543 | $29.9M | 3.92% | −3,570−2.7% | Reduced |
| MML Investors Services, LLC | 126,209 | $29.8M | 0.12% | −3,834−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 126,072 | $29.8M | 0.45% | −13,636−9.8% | Reduced |
| Capital Group Private Client Services, Inc. | 125,967 | $29.7M | 0.30% | +33,110+35.7% | Added |
| LMCG Investments, LLC | 125,933 | $29.7M | 1.73% | −12,033−8.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 124,317 | $29.3M | 0.59% | −7,654−5.8% | Reduced |
| Prudential PLC | 124,291 | $29.3M | 0.20% | +23,927+23.8% | Added |
| Boston Common Asset Management, LLC | 124,291 | $29.3M | 0.75% | −29,429−19.1% | Reduced |
| McGuire Investment Group, LLC | 124,221 | $29.3M | 4.20% | −9,356−7.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 122,826 | $29.0M | 0.22% | −135,002−52.4% | Reduced |
| Rheos Capital Works Inc. | 122,600 | $28.9M | 1.52% | +50,000+68.9% | Added |
| Advisor Group Holdings, Inc. | 122,313 | $28.9M | 0.07% | −43,117−26.1% | Reduced |
| Biechele Royce Advisors | 121,650 | $28.7M | 9.69% | −12,444−9.3% | Reduced |
| Rokos Capital Management LLP | 121,140 | $28.6M | 0.66% | +121,140 | New |
| Hancock Whitney Corp | 119,935 | $28.3M | 0.96% | −30,833−20.5% | Reduced |
| Wealthfront Advisers LLC | 118,202 | $27.9M | 0.09% | +4,272+3.7% | Added |
| Osterweis Capital Management Inc | 118,084 | $27.9M | 1.44% | −42,014−26.2% | Reduced |
| Bridgewater Associates, LP | 116,856 | $27.6M | 0.14% | −301,041−72.0% | Reduced |
| Baker Avenue Asset Management, LP | 115,963 | $27.4M | 0.93% | −7,658−6.2% | Reduced |
| Wellington Management Group LLP | 115,913 | $27.4M | 0.00% | −45,306−28.1% | Reduced |
| Public Employees Retirement Association of Colorado | 115,385 | $27.2M | 0.11% | −3,321−2.8% | Reduced |
| Yousif Capital Management, LLC | 115,157 | $27.2M | 0.31% | −2,899−2.5% | Reduced |
| First Nebraska Trust Co | 114,318 | $27.0M | 2.78% | −388−0.3% | Reduced |
| Sienna Gestion | 114,005 | $26.9M | 2.39% | −139−0.1% | Reduced |
| SG Americas Securities, LLC | 113,737 | $26.8M | 0.17% | −309,529−73.1% | Reduced |
| Tower Research Capital LLC (TRC) | 113,376 | $26.8M | 0.45% | +42,666+60.3% | Added |
| Louisiana State Employees Retirement System | 112,800 | $26.6M | 0.51% | −700−0.6% | Reduced |
| Pinnacle Associates Ltd | 112,654 | $26.6M | 0.42% | −2,422−2.1% | Reduced |
| Keybank National Association | 112,096 | $26.5M | 0.11% | −658−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 111,843 | $26.4M | 0.82% | +28,860+34.8% | Added |
| Harvest Portfolios Group Inc. | 111,229 | $26.2M | 1.00% | −5,176−4.4% | Reduced |
| Cumberland Partners Ltd | 109,231 | $25.8M | 1.87% | −4,059−3.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 109,043 | $25.7M | 0.83% | −38,338−26.0% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $25.6M | 3.28% | 00.0% | Unchanged |
| Verition Fund Management LLC | 106,929 | $25.2M | 0.20% | +48,173+82.0% | Added |
| Annex Advisory Services, LLC | 106,927 | $25.2M | 0.89% | +12,916+13.7% | Added |
| Lountzis Asset Management, LLC | 106,881 | $25.2M | 11.79% | −141−0.1% | Reduced |
| BancorpSouth Bank | 106,184 | $25.1M | 1.88% | +782+0.7% | Added |
| Mutual of America Capital Management LLC | 104,784 | $24.7M | 0.27% | −4,308−3.9% | Reduced |
| Financial Counselors Inc | 104,043 | $24.6M | 0.40% | −790−0.8% | Reduced |
| Ethic Inc. | 103,540 | $24.4M | 0.57% | +3,493+3.5% | Added |
| Aptus Capital Advisors, LLC | 103,327 | $24.4M | 0.46% | +24,231+30.6% | Added |
| Bokf, NA | 103,097 | $24.3M | 0.44% | −715−0.7% | Reduced |
| Eastern Bank | 102,687 | $24.2M | 0.98% | −139−0.1% | Reduced |
| First Foundation Advisors | 101,974 | $24.1M | 0.92% | +5,184+5.4% | Added |
| Swiss Life Asset Management Ltd | 101,769 | $24.0M | 0.28% | +19,511+23.7% | Added |
| Managed Asset Portfolios, LLC | 101,321 | $23.9M | 3.54% | −5,177−4.9% | Reduced |
| Stanley Capital Management, LLC | 99,800 | $23.6M | 4.81% | −17,500−14.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 99,748 | $23.5M | 1.01% | +2,226+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 98,395 | $23.2M | 0.08% | +3,592+3.8% | Added |
| Flputnam Investment Management Co | 98,369 | $23.2M | 0.44% | +50,044+103.6% | Added |
| JustInvest LLC | 97,954 | $23.0M | 0.44% | +8,353+9.3% | Added |
| CBOE Vest Financial, LLC | 96,333 | $22.7M | 0.55% | +5,109+5.6% | Added |
| Cooper Creek Partners Management LLC | 95,894 | $22.6M | 0.83% | −2,230−2.3% | Reduced |
| California First Leasing Corp | 92,836 | $21.9M | 9.80% | −9,164−9.0% | Reduced |
| LGT Group Foundation | 92,724 | $21.9M | 0.35% | +32,629+54.3% | Added |
| Cullinan Associates Inc | 91,328 | $21.6M | 1.22% | −3,450−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,223 | $21.5M | 0.25% | +11,632+14.6% | Added |
| Brown Brothers Harriman & Co | 91,056 | $21.5M | 0.16% | +1,446+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 89,676 | $21.2M | 0.22% | +18,017+25.1% | Added |
| Investment Management Corp of Ontario | 89,128 | $21.0M | 0.57% | +5,965+7.2% | Added |
| Foundry Partners, LLC | 88,617 | $20.9M | 1.12% | −12,671−12.5% | Reduced |
| Carmel Capital Management L.L.C. | 88,250 | $20.8M | 8.11% | −520−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 87,896 | $20.7M | 0.11% | +7,239+9.0% | Added |
| Mission Wealth Management, LP | 87,477 | $20.6M | 0.56% | −7,206−7.6% | Reduced |
| Capital International Inc | 87,443 | $20.6M | 0.27% | −976−1.1% | Reduced |
| CCM Investment Advisers LLC | 85,777 | $20.2M | 2.38% | +84+0.1% | Added |
| Optiver Holding B.V. | 85,718 | $20.2M | 0.39% | +80,780+1,635.9% | Added |
| Gotham Asset Management, LLC | 83,665 | $19.7M | 0.26% | −14,005−14.3% | Reduced |
| Omers Administration Corp | 83,480 | $19.7M | 0.19% | +47,448+131.7% | Added |
| J. Goldman & Co LP | 83,098 | $19.6M | 0.73% | +83,098 | New |
| Badgley Phelps Wealth Managers, LLC | 83,015 | $19.6M | 0.48% | +82,954+135,990.2% | Added |
| Citizens Financial Group Inc | 82,897 | $19.6M | 0.43% | +1,096+1.3% | Added |
| Sawgrass Asset Management LLC | 82,729 | $19.5M | 2.12% | +42,591+106.1% | Added |
| Signature Estate & Investment Advisors LLC | 82,725 | $19.5M | 0.49% | +1,093+1.3% | Added |
| Ieq Capital, LLC | 82,192 | $19.4M | 0.26% | +4,588+5.9% | Added |
| Blair William & Co | 81,088 | $19.1M | 0.06% | +1,977+2.5% | Added |
| Raymond James Trust N.A. | 80,454 | $19.0M | 0.45% | +1,178+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 79,762 | $18.8M | 0.46% | −13,843−14.8% | Reduced |
| LVM Capital Management Ltd | 79,328 | $18.7M | 2.13% | +78+0.1% | Added |
| Leuthold Group, LLC | 77,714 | $18.3M | 2.12% | −14,927−16.1% | Reduced |
| Savoie Capital LLC | 77,295 | $18.2M | 2.36% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 77,163 | $18.2M | 0.41% | +19,833+34.6% | Added |
| Guyasuta Investment Advisors Inc | 112,024 | $18.2M | 1.34% | −2,027−1.8% | Reduced |
| SpiderRock Advisors, LLC | 76,562 | $18.1M | 0.48% | −1,299−1.7% | Reduced |
| Elo Mutual Pension Insurance Co | 76,318 | $18.0M | 0.42% | −2,627−3.3% | Reduced |
| MBB Public Markets I LLC | 76,121 | $18.0M | 0.37% | +53,606+238.1% | Added |
| FRG Family Wealth Advisors LLC | 97,740 | $17.9M | 3.47% | −245−0.3% | Reduced |
| Callahan Advisors, LLC | 75,630 | $17.8M | 1.86% | −8,721−10.3% | Reduced |
| Grimes & Company, Inc. | 75,514 | $17.8M | 0.53% | −22,198−22.7% | Reduced |
| Phoenix Holdings Ltd. | 75,816 | $17.8M | 0.27% | +12,737+20.2% | Added |