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; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q1 2025
Institutional positions in Applied Materials Inc as of Mar 31, 2025. 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
- 2,166
- −39 vs. Q4 2024
- Shares held
- 632.2M
- −4.24M (−0.7%) vs. Q4 2024
- Total value
- $91.6B
- −$12.0B (−11.6%) vs. Q4 2024
- New holders
- 169
- 900 more added
- Sold out
- 208
- 792 more reduced
35 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,518 | $477.6B |
| Q1 2026 | 2,955 | $219.3B |
| Q4 2025 | 2,645 | $170.6B |
| Q3 2025 | 2,362 | $130.6B |
| Q2 2025 | 2,324 | $115.7B |
| Q1 2025 | 2,166 | $91.8B |
| Q4 2024 | 2,240 | $105.3B |
| Q3 2024 | 2,216 | $133.5B |
| Q2 2024 | 2,286 | $157.7B |
| Q1 2024 | 2,221 | $140.3B |
| Q4 2023 | 2,034 | $111.5B |
| Q3 2023 | 1,852 | $93.0B |
| Q2 2023 | 1,830 | $96.5B |
| Q1 2023 | 1,761 | $84.2B |
| Q4 2022 | 1,685 | $65.5B |
| Q3 2022 | 1,561 | $54.6B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $90.1B |
| Q4 2021 | 1,846 | $110.9B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,648 | $101.4B |
| Q1 2021 | 1,596 | $98.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,574,535 | $11.4B | 0.24% | −1,319,154−1.7% | Reduced |
| Vanguard Group Inc | 77,177,161 | $11.2B | 0.20% | +137,494+0.2% | Added |
| State Street Corp | 38,529,444 | $5.59B | 0.23% | −583,190−1.5% | Reduced |
| Geode Capital Management, LLC | 20,619,081 | $2.99B | 0.23% | +539,630+2.7% | Added |
| Capital International Investors | 12,898,244 | $1.87B | 0.37% | −2,787,601−17.8% | Reduced |
| Capital World Investors | 12,206,853 | $1.77B | 0.29% | −1,424,663−10.5% | Reduced |
| Norges Bank | 10,459,658 | $1.52B | 0.21% | +692,567+7.1% | Added |
| Morgan Stanley | 10,149,089 | $1.47B | 0.11% | −872,706−7.9% | Reduced |
| Northern Trust Corp | 9,764,419 | $1.42B | 0.21% | −466,045−4.6% | Reduced |
| FMR LLC | 9,098,065 | $1.32B | 0.08% | −331,848−3.5% | Reduced |
| Invesco Ltd. | 8,015,208 | $1.16B | 0.22% | −195,570−2.4% | Reduced |
| Alliancebernstein L.P. | 7,863,771 | $1.14B | 0.41% | −474,749−5.7% | Reduced |
| Ameriprise Financial Inc | 7,860,838 | $1.14B | 0.31% | +1,502,995+23.6% | Added |
| Van Eck Associates Corp | 7,700,985 | $1.12B | 1.44% | +1,045,677+15.7% | Added |
| Bank of New York Mellon Corp | 7,660,333 | $1.11B | 0.22% | −969,284−11.2% | Reduced |
| Nuveen, LLC | 7,480,703 | $1.09B | 0.34% | +7,480,703 | New |
| Deutsche Bank AG | 7,189,402 | $1.04B | 0.41% | +1,235,097+20.7% | Added |
| Amundi | 7,656,034 | $1.04B | 0.38% | +1,046,635+15.8% | Added |
| Legal & General Group Plc | 6,596,551 | $957.3M | 0.26% | +69,595+1.1% | Added |
| Bank of America Corp | 6,278,686 | $911.2M | 0.08% | +236,267+3.9% | Added |
| UBS Group AG | 5,795,706 | $841.1M | 0.19% | +176,039+3.1% | Added |
| Goldman Sachs Group Inc | 5,633,576 | $817.5M | 0.15% | −885,766−13.6% | Reduced |
| Price T Rowe Associates Inc | 5,573,673 | $808.9M | 0.10% | +1,691,428+43.6% | Added |
| Davis Selected Advisers | 4,993,172 | $724.6M | 4.18% | +280,955+6.0% | Added |
| EdgePoint Investment Group Inc. | 4,818,904 | $699.3M | 5.66% | +904,962+23.1% | Added |
| Charles Schwab Investment Management Inc | 4,802,464 | $696.9M | 0.13% | −2,581−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,604,391 | $668.2M | 0.51% | +1,202,028+35.3% | Added |
| American Century Companies Inc | 4,442,777 | $644.7M | 0.40% | +63,678+1.5% | Added |
| JPMorgan Chase & Co | 3,972,701 | $576.5M | 0.04% | +999,811+33.6% | Added |
| Franklin Resources Inc | 3,730,837 | $541.4M | 0.16% | +87,194+2.4% | Added |
| Barclays PLC | 3,714,593 | $539.1M | 0.25% | +627,973+20.3% | Added |
| Lazard Asset Management LLC | 3,611,809 | $524.1M | 0.80% | −166,831−4.4% | Reduced |
| Citigroup Inc | 3,551,850 | $515.4M | 0.39% | +843,492+31.1% | Added |
| Allianz Asset Management GmbH | 3,521,492 | $511.0M | 0.75% | +148,488+4.4% | Added |
| Parnassus Investments | 3,404,614 | $494.1M | 1.19% | −189,256−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 3,244,960 | $470.9M | 0.56% | +1,030,308+46.5% | Added |
| Pictet Asset Management Holding SA | 3,157,792 | $458.3M | 0.51% | −288,627−8.4% | Reduced |
| First Manhattan Co | 3,088,624 | $448.2M | 1.31% | +224,743+7.8% | Added |
| Cantillon Capital Management LLC | 3,070,430 | $445.6M | 2.89% | −94,972−3.0% | Reduced |
| Pacer Advisors, Inc. | 3,066,817 | $445.1M | 1.06% | +2,944,193+2,401.0% | Added |
| Qube Research & Technologies Ltd | 3,008,238 | $436.6M | 0.68% | −401,087−11.8% | Reduced |
| Dimensional Fund Advisors LP | 2,900,060 | $420.8M | 0.10% | −66,281−2.2% | Reduced |
| First Trust Advisors LP | 2,808,622 | $407.6M | 0.36% | −98,735−3.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,743,039 | $398.1M | 0.28% | −127,669−4.4% | Reduced |
| HSBC Holdings PLC | 2,646,285 | $383.3M | 0.26% | −262,016−9.0% | Reduced |
| Royal Bank of Canada | 2,561,598 | $371.7M | 0.08% | −1,074,948−29.6% | Reduced |
| Primecap Management Co | 2,454,370 | $356.2M | 0.29% | −141,910−5.5% | Reduced |
| Naya Capital Management UK Ltd | 2,398,563 | $348.1M | 31.46% | +581,670+32.0% | Added |
| Boston Partners | 2,345,643 | $339.7M | 0.41% | +519,771+28.5% | Added |
| Swiss National Bank | 2,294,900 | $333.0M | 0.24% | −34,000−1.5% | Reduced |
| Nordea Investment Management AB | 2,281,672 | $327.0M | 0.35% | +204,565+9.8% | Added |
| Flossbach Von Storch AG | 2,207,218 | $320.3M | 1.39% | +607,140+37.9% | Added |
| Wells Fargo & Company | 1,969,297 | $285.8M | 0.07% | +246,203+14.3% | Added |
| Millennium Management LLC | 1,933,804 | $280.6M | 0.27% | +502,051+35.1% | Added |
| National Pension Service | 1,911,171 | $277.3M | 0.27% | +105,688+5.9% | Added |
| Assenagon Asset Management S.A. | 1,849,953 | $268.5M | 0.48% | +94,861+5.4% | Added |
| Rafferty Asset Management, LLC | 1,795,097 | $260.5M | 1.11% | −160,066−8.2% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,695,664 | $246.1M | 1.60% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,595,811 | $231.6M | 0.22% | +21,355+1.4% | Added |
| Impax Asset Management Group plc | 1,595,646 | $230.9M | 1.39% | −1,021,732−39.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,541,999 | $223.8M | 0.21% | +143,583+10.3% | Added |
| Envestnet Asset Management Inc | 1,539,435 | $223.4M | 0.07% | +493,164+47.1% | Added |
| California Public Employees Retirement System | 1,529,933 | $222.0M | 0.16% | −889,649−36.8% | Reduced |
| TD Asset Management Inc | 1,517,943 | $220.3M | 0.20% | −20,800−1.4% | Reduced |
| Victory Capital Management Inc | 1,406,235 | $204.1M | 0.21% | +407,364+40.8% | Added |
| ProShare Advisors LLC | 1,354,645 | $196.6M | 0.44% | +139,450+11.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,328,000 | $192.9M | 1.08% | +360,000+37.2% | Added |
| California State Teachers Retirement System | 1,302,072 | $189.0M | 0.23% | −24,931−1.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,272,170 | $184.6M | 0.96% | +42,742+3.5% | Added |
| Great West Life Assurance Co | 1,263,939 | $184.0M | 0.32% | +4150.0% | Added |
| KBC Group NV | 1,258,617 | $182.7M | 0.57% | −446,263−26.2% | Reduced |
| UBS Asset Management Americas Inc | 1,230,257 | $178.5M | 0.05% | −7,513,638−85.9% | Reduced |
| Canada Pension Plan Investment Board | 1,226,404 | $178.0M | 0.17% | +353,250+40.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,224,200 | $177.7M | 0.39% | −239,524−16.4% | Reduced |
| Raymond James Financial Inc | 1,190,501 | $172.8M | 0.07% | +65,478+5.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,159,360 | $168.2M | 0.55% | +60,586+5.5% | Added |
| Ensign Peak Advisors, Inc | 1,142,214 | $165.8M | 0.32% | +94,488+9.0% | Added |
| Manufacturers Life Insurance Company, The | 1,134,900 | $164.7M | 0.16% | −357,272−23.9% | Reduced |
| Jane Street Group, LLC | 1,118,669 | $162.3M | 0.29% | +937,808+518.5% | Added |
| Neuberger Berman Group LLC | 1,081,861 | $157.4M | 0.13% | −228,140−17.4% | Reduced |
| New York State Common Retirement Fund | 1,084,580 | $157.4M | 0.23% | −40,434−3.6% | Reduced |
| Principal Financial Group Inc | 1,077,877 | $156.4M | 0.09% | −31,206−2.8% | Reduced |
| LSV Asset Management | 1,076,526 | $156.2M | 0.37% | −281,242−20.7% | Reduced |
| Bessemer Group Inc | 1,056,775 | $153.4M | 0.27% | −23,202−2.1% | Reduced |
| National Bank of Canada | 1,030,759 | $149.6M | 0.18% | −281,484−21.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,013,506 | $147.1M | 0.29% | +31,994+3.3% | Added |
| Bank of Montreal | 997,759 | $144.8M | 0.08% | −296,140−22.9% | Reduced |
| Janus Henderson Group PLC | 992,358 | $143.9M | 0.08% | −2,675,965−72.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 990,474 | $143.7M | 0.17% | −72,079−6.8% | Reduced |
| Royal London Asset Management Ltd | 978,102 | $141.9M | 0.34% | +86,655+9.7% | Added |
| Macquarie Group Ltd | 941,666 | $136.7M | 0.17% | −4,499−0.5% | Reduced |
| Vontobel Holding Ltd. | 929,810 | $134.9M | 0.49% | −224,742−19.5% | Reduced |
| Thrivent Financial for Lutherans | 914,496 | $133.1M | 0.29% | −109,102−10.7% | Reduced |
| Two Sigma Investments, LP | 910,180 | $132.1M | 0.29% | −437,400−32.5% | Reduced |
| Employees Provident Fund Board | 896,781 | $130.1M | 1.48% | +50,000+5.9% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $129.9M | 0.49% | 00.0% | Unchanged |
| Stifel Financial Corp | 889,638 | $129.1M | 0.14% | +59,852+7.2% | Added |
| Susquehanna International Group, LLP | 888,693 | $129.0M | 0.21% | +273,846+44.5% | Added |
| Abrams Bison Investments, LLC | 875,000 | $127.0M | 13.83% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 872,691 | $126.6M | 4.58% | +872,691 | New |