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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 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.

Institutional holdersQ2 2024: 2,286 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: 3,519 institutions
Value heldQ2 2024: $156.3B
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 20263,519$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, Q2 2024

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2024.

Institutions holding AMAT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC74,274$17.5M0.24%+25,133+51.1%Added
Tiaa Trust, National Association73,446$17.3M0.05%+21,073+40.2%Added
Girard Partners Ltd.72,995$17.2M1.63%−4,921−6.3%Reduced
Hamilton Capital Partners Inc.72,877$17.2M1.84%+7,664+11.8%Added
Oregon Public Employees Retirement Fund71,377$16.8M0.33%+200+0.3%Added
Isthmus Partners, LLC71,255$16.8M1.98%−6,153−7.9%Reduced
NEOS Investment Management LLC70,814$16.7M0.69%+21,914+44.8%Added
Maple Capital Management, Inc.70,810$16.7M1.36%−4,106−5.5%Reduced
Telemark Asset Management, LLC70,000$16.5M1.49%−30,000−30.0%Reduced
Zevenbergen Capital Investments LLC70,000$16.5M0.35%00.0%Unchanged
D.A. Davidson & Co.69,976$16.5M0.15%−2,177−3.0%Reduced
Lowe Brockenbrough & Co Inc69,260$16.3M1.09%−437−0.6%Reduced
Capital Investment Counsel, Inc69,200$16.3M2.46%+5,800+9.1%Added
Brown Advisory Inc69,081$16.3M0.02%−4,960−6.7%Reduced
RMB Capital Management, LLC69,045$16.3M0.39%−29,384−29.9%Reduced
Montag A & Associates Inc68,947$16.3M0.82%+2,844+4.3%Added
Hosking Partners LLP68,720$16.2M0.60%+3,413+5.2%Added
Arvest Trust Co N A68,364$16.1M0.96%+66,055+2,860.8%Added
Nepsis, Inc.68,249$16.1M4.34%+20,251+42.2%Added
Holderness Investments Co68,177$16.1M3.80%+105+0.2%Added
Gulf International Bank (UK) Ltd67,859$16.0M0.40%−4,000−5.6%Reduced
Churchill Management Corp67,318$15.9M0.19%−1,773−2.6%Reduced
Hollencrest Capital Management66,703$15.7M0.69%+100+0.2%Added
Burney Co65,802$15.5M0.59%−6,883−9.5%Reduced
Roanoke Asset Management Corp65,255$15.4M5.08%−4,900−7.0%Reduced
Maryland State Retirement & Pension System64,854$15.3M0.28%−554−0.8%Reduced
Jacobs & Co64,841$15.3M1.60%−3,559−5.2%Reduced
Bard Financial Services, Inc.64,680$15.3M1.58%−800−1.2%Reduced
Vident Advisory, LLC64,323$15.2M0.42%+1,622+2.6%Added
Hoylecohen, LLC64,302$15.2M1.15%−5,382−7.7%Reduced
Mizuho Securities USA LLC64,067$15.1M0.33%+64,067New
Congress Wealth Management LLC63,840$15.1M0.24%+28,825+82.3%Added
Trexquant Investment LP63,497$15.0M0.23%+15,466+32.2%Added
Gateway Investment Advisers LLC63,303$14.9M0.17%−1,640−2.5%Reduced
TD Waterhouse Canada Inc.62,803$14.9M0.13%+5,072+8.8%Added
Antipodes Partners Ltd63,250$14.9M0.54%−202,671−76.2%Reduced
F&V Capital Management, LLC63,190$14.9M4.35%+1,380+2.2%Added
Payden & Rygel Investment Group62,810$14.8M1.20%−7,400−10.5%Reduced
Payden & Rygel62,810$14.8M1.20%−7,400−10.5%Reduced
Kentucky Retirement Systems62,613$14.8M0.43%−576−0.9%Reduced
Kestra Advisory Services, LLC62,414$14.7M0.08%+4,948+8.6%Added
First Citizens Bank & Trust Co61,700$14.6M0.27%+1,568+2.6%Added
General American Investors Co Inc61,652$14.5M1.04%00.0%Unchanged
Rathbone Brothers plc61,346$14.5M0.08%+28,835+88.7%Added
Crossmark Global Holdings, Inc.61,312$14.5M0.28%−129,161−67.8%Reduced
Rakuten Investment Management, Inc.61,997$14.4M0.09%+21,774+54.1%Added
Quantinno Capital Management LP60,914$14.4M0.26%+14,403+31.0%Added
Anchor Capital Advisors LLC60,792$14.3M0.40%+2,448+4.2%Added
Steward Partners Investment Advisory, LLC60,383$14.2M0.15%+4,051+7.2%Added
EP Wealth Advisors, LLC58,852$13.9M0.15%+8,584+17.1%Added
Prime Capital Investment Advisors, LLC58,556$13.8M0.20%−3,434−5.5%Reduced
Hilton Capital Management, LLC58,475$13.8M1.16%−19,727−25.2%Reduced
Captrust Financial Advisors58,457$13.8M0.04%+5,342+10.1%Added
Brinker Capital Investments, LLC57,920$13.7M0.14%+537+0.9%Added
Orion Portfolio Solutions, LLC57,920$13.7M0.14%+537+0.9%Added
Oppenheimer & Co Inc57,903$13.7M0.22%−1,258−2.1%Reduced
Jamison Private Wealth Management, Inc.57,660$13.6M2.26%−304−0.5%Reduced
Evercore Wealth Management, LLC57,284$13.5M0.21%−4,790−7.7%Reduced
AMF Pensionsforsakring AB56,478$13.3M0.10%+56,478New
Martingale Asset Management L P56,491$13.3M0.29%+47,986+564.2%Added
Larson Financial Group LLC56,319$13.3M0.91%+227+0.4%Added
Empowered Funds, LLC56,294$13.3M0.23%−8,571−13.2%Reduced
Pallas Capital Advisors LLC60,908$13.3M0.60%+1,890+3.2%Added
DuPont Capital Management Corp56,046$13.2M1.15%−14,313−20.3%Reduced
Advanced Asset Management Advisors Inc56,000$13.2M3.51%−37,800−40.3%Reduced
Colonial Trust Advisors55,245$13.0M1.25%−178−0.3%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management55,037$13.0M0.39%+1,590+3.0%Added
Squarepoint Ops LLC54,828$12.9M0.05%−74,055−57.5%Reduced
SFMG, LLC54,748$12.9M1.12%−653−1.2%Reduced
Kames Capital plc54,591$12.9M0.18%+54,591New
Buckingham Capital Management, Inc.54,180$12.8M1.53%−4,371−7.5%Reduced
Sycomore Asset Management54,505$12.7M2.23%−8,963−14.1%Reduced
Hartford Investment Management Co53,229$12.6M0.43%−554−1.0%Reduced
Greenwich Wealth Management LLC53,142$12.5M0.92%−31−0.1%Reduced
Banque Pictet & Cie SA53,220$12.5M0.13%+4,859+10.0%Added
Global X Japan Co., Ltd.52,651$12.4M1.76%+29,537+127.8%Added
William Allan, LLC52,626$12.4M8.31%−2,025−3.7%Reduced
Glassy Mountain Advisors, Inc.52,567$12.4M4.60%−515−1.0%Reduced
Cullen/Frost Bankers, Inc.52,481$12.4M0.18%−1,246−2.3%Reduced
Westpac Banking Corp51,625$12.2M0.97%−1,288−2.4%Reduced
Engine No. 1 LLC51,231$12.1M12.69%00.0%Unchanged
Torray LLC51,084$12.1M1.80%−8,041−13.6%Reduced
Two Sigma Advisers, LP50,600$11.9M0.03%−3,700−6.8%Reduced
La Banque Postale Asset Management SA50,431$11.9M0.49%−15,814−23.9%Reduced
Commerce Bank49,680$11.7M0.08%+1,316+2.7%Added
Sanctuary Advisors, LLC57,296$11.7M0.08%+57,296New
Generate Investment Management Ltd49,218$11.6M0.84%+49,218New
KCM Investment Advisors LLC48,910$11.5M0.41%−423−0.9%Reduced
Compass Wealth Management LLC48,815$11.5M2.84%−190−0.4%Reduced
Summit Street Capital Management, LLC47,908$11.3M4.13%−4,673−8.9%Reduced
Securian Asset Management, Inc47,776$11.3M0.33%−1,231−2.5%Reduced
Ecofi Investissements SA50,400$11.3M6.26%+50,400New
Bogart Wealth, LLC47,730$11.3M0.57%+338+0.7%Added
Atria Wealth Solutions, Inc.47,695$11.3M0.12%−5,493−10.3%Reduced
Park Avenue Securities LLC47,602$11.2M0.14%+6,128+14.8%Added
WoodTrust Financial Corp46,216$10.9M1.70%−1,185−2.5%Reduced
Synovus Financial Corp46,208$10.9M0.14%+3,455+8.1%Added
Banque Cantonale Vaudoise45,862$10.8M0.43%−17,896−28.1%Reduced
TownSquare Capital, LLC45,768$10.8M0.15%+5,043+12.4%Added
Trillium Asset Management, LLC45,729$10.8M0.27%−1,057−2.3%Reduced