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; 3,519 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 150,438 | $24.5M | 0.26% | +13,412+9.8% | Added |
| Cardinal Capital Management, Inc. | 148,794 | $24.2M | 0.82% | +3,958+2.7% | Added |
| Willis Investment Counsel | 148,304 | $24.1M | 1.58% | +920+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 147,740 | $24.0M | 0.21% | +20,817+16.4% | Added |
| Cambiar Investors LLC | 147,661 | $24.0M | 0.95% | +9,426+6.8% | Added |
| North Growth Management Ltd. | 145,000 | $23.5M | 4.47% | −19,000−11.6% | Reduced |
| Pinebridge Investments, L.P. | 144,166 | $23.4M | 0.18% | −51,809−26.4% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 144,101 | $23.4M | 2.84% | −56,079−28.0% | Reduced |
| Nearwater Capital Markets, Ltd | 141,500 | $23.0M | 0.66% | +141,500 | New |
| Harvest Portfolios Group Inc. | 139,993 | $22.8M | 0.76% | +26,254+23.1% | Added |
| Utah Retirement Systems | 138,057 | $22.5M | 0.25% | +400+0.3% | Added |
| Varma Mutual Pension Insurance Co | 136,782 | $22.2M | 0.17% | +4,400+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 135,208 | $22.0M | 0.36% | +254+0.2% | Added |
| Sit Investment Associates Inc | 134,146 | $21.8M | 0.50% | −35,887−21.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 133,911 | $21.8M | 0.22% | −51,570−27.8% | Reduced |
| Trust Co of Vermont | 131,849 | $21.4M | 1.04% | −7,842−5.6% | Reduced |
| PGGM Investments | 130,902 | $21.3M | 0.28% | −8,226−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 128,984 | $21.0M | 0.07% | −5,793−4.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 127,231 | $20.7M | 0.59% | −7,328−5.4% | Reduced |
| Summit Street Capital Management, LLC | 126,369 | $20.6M | 3.22% | +78,461+163.8% | Added |
| Pathstone Holdings, LLC | 124,311 | $20.2M | 0.09% | −6,634−5.1% | Reduced |
| Capital International Inc | 124,003 | $20.2M | 0.24% | +31,194+33.6% | Added |
| Acadian Asset Management LLC | 123,743 | $20.1M | 0.06% | −96,023−43.7% | Reduced |
| New York Life Investment Management LLC | 122,914 | $20.0M | 0.20% | −113−0.1% | Reduced |
| Profund Advisors LLC | 122,909 | $20.0M | 0.73% | +1,420+1.2% | Added |
| Pacer Advisors, Inc. | 122,624 | $19.9M | 0.04% | −20,561−14.4% | Reduced |
| McGuire Investment Group, LLC | 122,449 | $19.9M | 2.88% | −483−0.4% | Reduced |
| AE Wealth Management LLC | 122,368 | $19.9M | 0.17% | +26,512+27.7% | Added |
| LMCG Investments, LLC | 122,119 | $19.9M | 1.22% | −2,183−1.8% | Reduced |
| Ethic Inc. | 121,205 | $19.7M | 0.40% | +21,158+21.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 121,036 | $19.7M | 0.19% | +121,036 | New |
| Eastern Bank | 120,742 | $19.6M | 0.36% | +387+0.3% | Added |
| South Dakota Investment Council | 118,740 | $19.3M | 0.39% | −12,741−9.7% | Reduced |
| Hancock Whitney Corp | 118,215 | $19.2M | 0.61% | −933−0.8% | Reduced |
| Hamilton Capital Partners Inc. | 118,033 | $19.2M | 1.43% | +23,016+24.2% | Added |
| Keybank National Association | 117,456 | $19.1M | 0.07% | +5,472+4.9% | Added |
| Talbot Financial, LLC | 117,361 | $19.1M | 2.27% | +5,124+4.6% | Added |
| Beacon Investment Advisory Services, Inc. | 116,873 | $19.0M | 0.82% | +16,581+16.5% | Added |
| Vivaldi Capital Management, LLC | 107,640 | $18.8M | 2.88% | +107,640 | New |
| Guyasuta Investment Advisors Inc | 115,198 | $18.7M | 1.18% | +1,562+1.4% | Added |
| J. Safra Sarasin Holding AG | 114,822 | $18.7M | 0.32% | −37,320−24.5% | Reduced |
| Rathbone Brothers plc | 114,216 | $18.6M | 0.09% | +20,162+21.4% | Added |
| First Nebraska Trust Co | 113,801 | $18.5M | 1.79% | +1,415+1.3% | Added |
| Sienna Gestion | 112,800 | $18.3M | 1.24% | −29,414−20.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $18.3M | 2.28% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 112,256 | $18.3M | 0.05% | +243+0.2% | Added |
| Cresset Asset Management, LLC | 111,885 | $18.2M | 0.09% | −66,581−37.3% | Reduced |
| Pinnacle Associates Ltd | 111,547 | $18.1M | 0.25% | −5,603−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 110,352 | $17.9M | 0.07% | −4,937−4.3% | Reduced |
| Silvercrest Asset Management Group LLC | 110,347 | $17.9M | 0.12% | +105,523+2,187.5% | Added |
| Tudor Investment Corp Et Al | 110,127 | $17.9M | 0.19% | +110,127 | New |
| BancorpSouth Bank | 110,072 | $17.9M | 1.21% | +1,603+1.5% | Added |
| Advisor Group Holdings, Inc. | 125,136 | $17.8M | 0.04% | +4,920+4.1% | Added |
| Financial Counselors Inc | 108,291 | $17.6M | 0.26% | −525−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 108,189 | $17.6M | 0.54% | +2,309+2.2% | Added |
| NEOS Investment Management LLC | 108,012 | $17.6M | 0.41% | +21,312+24.6% | Added |
| 1832 Asset Management L.P. | 107,483 | $17.5M | 0.03% | +84,199+361.6% | Added |
| Lountzis Asset Management, LLC | 106,649 | $17.3M | 7.34% | −800−0.7% | Reduced |
| Meitav Dash Investments Ltd | 105,783 | $17.2M | 0.29% | +96,031+984.7% | Added |
| Cumberland Partners Ltd | 105,523 | $17.2M | 1.20% | −6,172−5.5% | Reduced |
| Marex Group plc | 105,499 | $17.2M | 0.29% | −97,488−48.0% | Reduced |
| Yousif Capital Management, LLC | 105,069 | $17.1M | 0.19% | −8,057−7.1% | Reduced |
| Louisiana State Employees Retirement System | 104,500 | $17.0M | 0.32% | −5,000−4.6% | Reduced |
| Bokf, NA | 98,521 | $16.9M | 0.29% | −773−0.8% | Reduced |
| JustInvest LLC | 103,858 | $16.9M | 0.26% | −1,120−1.1% | Reduced |
| Nomura Holdings Inc | 103,157 | $16.8M | 0.09% | +23,149+28.9% | Added |
| Prudential PLC | 102,924 | $16.7M | 0.08% | −40,874−28.4% | Reduced |
| iA Global Asset Management Inc. | 101,883 | $16.6M | 0.29% | +3,628+3.7% | Added |
| Univest Financial Corp | 100,762 | $16.4M | 1.03% | −292−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 100,371 | $16.3M | 0.17% | +7,113+7.6% | Added |
| Bornite Capital Management LP | 100,000 | $16.3M | 2.19% | +50,000+100.0% | Added |
| Stanley Capital Management, LLC | 99,800 | $16.2M | 3.16% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 98,748 | $16.1M | 0.17% | −3,195−3.1% | Reduced |
| First Foundation Advisors | 98,650 | $16.0M | 0.60% | +1,608+1.7% | Added |
| William Blair Investment Management, LLC | 97,819 | $15.9M | 0.04% | −14,074−12.6% | Reduced |
| CCM Investment Advisers LLC | 97,007 | $15.8M | 1.74% | +13,272+15.9% | Added |
| MUFG Securities EMEA plc | 95,000 | $15.4M | 0.29% | +94,861+68,245.3% | Added |
| Federation des caisses Desjardins du Quebec | 94,643 | $15.4M | 0.08% | +9,317+10.9% | Added |
| Generali Asset Management SPA SGR | 94,422 | $15.4M | 0.39% | +94,422 | New |
| State of Alaska, Department of Revenue | 93,996 | $15.3M | 0.17% | −21,007−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 93,660 | $15.2M | 0.30% | +59,418+173.5% | Added |
| Sawgrass Asset Management LLC | 92,961 | $15.1M | 1.66% | −5,523−5.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 92,921 | $15.1M | 0.38% | +3,558+4.0% | Added |
| California First Leasing Corp | 92,836 | $15.1M | 6.23% | 00.0% | Unchanged |
| Wellington Management Group LLP | 92,203 | $15.0M | 0.00% | −17,150−15.7% | Reduced |
| E Fund Management Co., Ltd. | 91,827 | $14.9M | 0.75% | −43,082−31.9% | Reduced |
| Cooper Creek Partners Management LLC | 90,662 | $14.7M | 0.46% | −56,717−38.5% | Reduced |
| Los Angeles Capital Management LLC | 90,431 | $14.7M | 0.06% | −573,334−86.4% | Reduced |
| Fisher Funds Management LTD | 90,069 | $14.7M | 0.35% | +90,069 | New |
| Citizens Financial Group Inc | 90,036 | $14.6M | 0.29% | +7,389+8.9% | Added |
| DJE Kapital AG | 89,338 | $14.5M | 0.34% | +89,338 | New |
| Savoie Capital LLC | 87,695 | $14.3M | 1.70% | 00.0% | Unchanged |
| Carmel Capital Management L.L.C. | 86,375 | $14.0M | 5.31% | −650−0.7% | Reduced |
| Colony Group, LLC | 86,236 | $14.0M | 0.04% | +1,420+1.7% | Added |
| Quantinno Capital Management LP | 86,171 | $14.0M | 0.14% | +10,847+14.4% | Added |
| Capital Group Private Client Services, Inc. | 86,059 | $14.0M | 0.13% | −3,138−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 86,014 | $14.0M | 0.20% | +9,230+12.0% | Added |
| Ieq Capital, LLC | 85,397 | $13.9M | 0.13% | −153−0.2% | Reduced |
| Avanza Fonder AB | 85,207 | $13.9M | 0.41% | +85,207 | New |
| Steward Partners Investment Advisory, LLC | 84,911 | $13.8M | 0.12% | +11,378+15.5% | Added |