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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, Q4 2024

Institutional positions in Applied Materials Inc as of Dec 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
2,240
+62 vs. Q3 2024
Shares held
646.1M
−8.26M (−1.3%) vs. Q3 2024
Total value
$105.2B
−$26.8B (−20.3%) vs. Q3 2024
New holders
303
832 more added
Sold out
241
812 more reduced

38 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 2,240 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 heldQ4 2024: $105.2B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2024.

Institutions holding AMAT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Systematic Alpha Investments, LLC317,598$51.7M1.90%−2,530−0.8%Reduced
Nissay Asset Management Corp305,097$50.9M0.31%−38,718−11.3%Reduced
Citadel Advisors LLC311,042$50.6M0.05%−415,586−57.2%Reduced
M&T Bank Corp310,539$50.5M0.17%−2,949−0.9%Reduced
Mercer Global Advisors Inc307,269$50.0M0.12%+307,269New
State of New Jersey Common Pension Fund D306,025$49.8M0.20%−769−0.3%Reduced
Moore Capital Management, LP300,000$48.8M0.91%+291,278+3,339.6%Added
State of Tennessee, Treasury Department298,989$48.6M0.18%−7,367−2.4%Reduced
NorthCrest Asset Manangement, LLC298,363$48.5M1.45%+1,378+0.5%Added
Applied Finance Capital Management, LLC297,238$48.3M2.10%+288,537+3,316.1%Added
Capital Advisors Inc288,151$46.9M0.93%+7,197+2.6%Added
Mariner, LLC285,710$46.5M0.08%−65,180−18.6%Reduced
Federated Hermes, Inc.282,751$46.0M0.10%−112,736−28.5%Reduced
Skye Global Management LP282,000$45.9M0.96%+282,000New
Lansforsakringar Fondforvaltning AB (publ)276,926$45.0M0.25%+276,926New
Grassi Investment Management275,101$44.7M3.82%−1,150−0.4%Reduced
State of Michigan Retirement System274,755$44.7M0.23%+500+0.2%Added
Resona Asset Management Co.,Ltd.269,993$44.1M0.26%−15,397−5.4%Reduced
SEI Investments Co267,804$43.6M0.06%−95,238−26.2%Reduced
Corebridge Financial, Inc.267,675$43.5M0.24%−9,841−3.5%Reduced
Tredje AP-fonden266,881$43.4M0.39%−6,668−2.4%Reduced
Dundas Partners LLP266,212$43.3M3.04%00.0%Unchanged
Liontrust Investment Partners LLP265,713$43.2M0.63%+105,713+66.1%Added
Migdal Insurance & Financial Holdings Ltd.260,000$42.3M0.61%+140,000+116.7%Added
Aware Super Pty Ltd as trustee of Aware Super256,597$41.7M0.67%+256,597New
Munro Partners254,159$41.3M1.44%−62,065−19.6%Reduced
Swiss Life Asset Management Ltd253,314$41.2M0.30%+152,487+151.2%Added
Forsta Ap-Fonden252,400$41.0M0.29%+2,800+1.1%Added
MetLife Investment Management252,050$41.0M0.22%+1,858+0.7%Added
Cerity Partners LLC235,416$40.8M0.09%−22,220−8.6%Reduced
Toroso Investments, LLC250,515$40.7M0.33%−15,045−5.7%Reduced
STRS Ohio250,316$40.7M0.16%−44,943−15.2%Reduced
Peapack Gladstone Financial Corp247,119$40.2M0.58%−1,435−0.6%Reduced
Kempen Capital Management N.V.245,781$40.0M0.40%−161,231−39.6%Reduced
GWM Advisors LLC242,248$39.4M0.24%+10,111+4.4%Added
Arizona State Retirement System238,593$38.8M0.24%+1,280+0.5%Added
Schonfeld Strategic Advisors LLC232,951$37.9M0.24%+123,448+112.7%Added
Cetera Investment Advisers232,821$37.9M0.08%−7,492−3.1%Reduced
Huntington National Bank228,288$37.1M0.26%−217,069−48.7%Reduced
Assetmark, Inc220,453$35.9M0.10%+26,482+13.7%Added
CIBC World Markets Corp219,960$35.8M0.21%+89,514+68.6%Added
Guinness Asset Management LTD217,678$35.4M0.67%+47,245+27.7%Added
Broad Run Investment Management, LLC217,352$35.3M4.80%−2,101−1.0%Reduced
Cornerstone Investment Partners, LLC214,983$35.0M1.74%+214,983New
Wealth Enhancement Advisory Services, LLC214,976$35.0M0.07%−91,542−29.9%Reduced
Calamos Advisors LLC212,971$34.6M0.16%00.0%Unchanged
Trexquant Investment LP211,960$34.5M0.40%+199,778+1,639.9%Added
Capital Fund Management S.A.210,030$34.2M0.34%+210,030New
CBOE Vest Financial, LLC209,771$34.1M0.60%+61,122+41.1%Added
Gillespie Robinson & Grimm Inc206,853$33.6M2.64%+12,019+6.2%Added
Grandfield & Dodd, LLC206,510$33.6M2.07%−369−0.2%Reduced
Creative Planning206,201$33.5M0.03%−17,319−7.7%Reduced
Hudson Bay Capital Management LP200,048$32.5M0.20%+200,048New
Gotham Asset Management, LLC198,858$32.3M0.31%+80,220+67.6%Added
Mackenzie Financial Corp198,308$32.3M0.04%+27,168+15.9%Added
Xponance, Inc.197,490$32.1M0.29%+790+0.4%Added
MML Investors Services, LLC196,072$31.9M0.11%+59,232+43.3%Added
Nan Shan Life Insurance Co., Ltd.192,191$31.3M0.75%+59,000+44.3%Added
Norris Perne & French LLP189,283$30.8M2.22%−2,122−1.1%Reduced
Bradley Foster & Sargent Inc188,171$30.6M0.51%−14,596−7.2%Reduced
BNP Paribas181,709$30.4M1.24%−9,063−4.8%Reduced
Twin Tree Management, LP186,226$30.3M0.73%−723−0.4%Reduced
Janney Montgomery Scott LLC183,841$29.9M0.08%+57,263+45.2%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners181,283$29.5M0.49%+181,283New
Jane Street Group, LLC180,861$29.4M0.05%−190,181−51.3%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund180,472$29.4M0.30%−3,200−1.7%Reduced
Silvant Capital Management LLC179,641$29.2M1.21%−271−0.2%Reduced
Shelton Capital Management179,076$29.1M0.72%+33,881+23.3%Added
Clark Capital Management Group, Inc.178,762$29.1M0.20%−333,618−65.1%Reduced
Czech National Bank178,748$29.1M0.27%+10,081+6.0%Added
Busey Wealth Management178,420$29.0M0.95%+2,679+1.5%Added
RDST Capital LLC178,390$29.0M4.11%+178,390New
Comerica Bank178,210$29.0M0.12%−36,044−16.8%Reduced
USS Investment Management Ltd177,684$28.9M0.21%−1,316−0.7%Reduced
Harbor Island Capital LLC177,409$28.9M13.80%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys175,293$28.5M0.18%−4,949−2.7%Reduced
Amalgamated Bank171,752$27.9M0.23%−12,259−6.7%Reduced
Henshaw Capital LLC171,300$27.9M1.16%00.0%Unchanged
Public Sector Pension Investment Board171,231$27.8M0.12%−107,762−38.6%Reduced
Distillate Capital Partners LLC170,261$27.7M1.36%−115,585−40.4%Reduced
Rheos Capital Works Inc.170,100$27.7M1.53%+4,500+2.7%Added
Northwest & Ethical Investments L.P.169,553$27.6M0.75%−18,241−9.7%Reduced
Illinois Municipal Retirement Fund168,794$27.5M0.39%+34,316+25.5%Added
Daiwa Securities Group Inc.168,167$27.3M0.12%+12,061+7.7%Added
Jennison Associates LLC166,922$27.1M0.02%+2,313+1.4%Added
Achmea Investment Management B.V.163,545$26.6M0.44%+32,124+24.4%Added
IFM Investors Pty Ltd160,103$26.0M0.26%−14,229−8.2%Reduced
Lido Advisors, LLC159,863$26.0M0.16%+40,039+33.4%Added
Baird Financial Group, Inc.159,340$25.9M0.05%−7,443−4.5%Reduced
Banco Santander, S.A.159,216$25.9M0.31%+45,122+39.5%Added
NewEdge Wealth, LLC158,915$25.8M0.45%+5,956+3.9%Added
British Columbia Investment Management Corp157,864$25.7M0.15%+19,707+14.3%Added
GF Fund Management Co. Ltd.156,395$25.4M0.56%+156,395New
Aptus Capital Advisors, LLC155,012$25.2M0.30%+21,012+15.7%Added
Bragg Financial Advisors, Inc154,618$25.1M1.02%+1,648+1.1%Added
Crossmark Global Holdings, Inc.154,464$25.1M0.46%+89,791+138.8%Added
Cohen Capital Management, Inc.154,385$25.1M4.19%−590−0.4%Reduced
Edgemoor Investment Advisors, Inc.153,781$25.0M2.20%+1,019+0.7%Added
DnB Asset Management AS151,074$24.6M0.11%−55,625−26.9%Reduced
Formuepleje A/S150,966$24.6M1.32%+17,176+12.8%Added