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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 2 sales; 3,520 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, 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.

Institutional holdersQ1 2025: 2,166 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: 3,520 institutions
Value heldQ1 2025: $91.6B
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 20263,520$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, Q1 2025

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2024.

Institutions holding AMAT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
QV Investors Inc.50,730$7.36M0.74%+50,730New
William Allan, LLC50,659$7.35M4.61%+2,091+4.3%Added
Kames Capital plc50,374$7.32M0.11%−2,818−5.3%Reduced
DuPont Capital Management Corp50,311$7.30M0.81%+3,411+7.3%Added
Pine Valley Investments Ltd Liability Co50,223$7.29M0.47%+2,054+4.3%Added
Smithbridge Asset Management Inc50,201$7.29M1.35%+50,201New
Flputnam Investment Management Co50,200$7.28M0.14%+945+1.9%Added
Burney Co49,672$7.21M0.26%−5,948−10.7%Reduced
Commerce Bank49,671$7.21M0.05%−959−1.9%Reduced
Hartford Investment Management Co49,579$7.19M0.25%−1,388−2.7%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management49,518$7.19M0.13%+49,518New
Hennion & Walsh Asset Management, Inc.49,466$7.18M0.32%+7,838+18.8%Added
Banque Cantonale Vaudoise48,724$7.07M0.31%+48,724New
Metis Global Partners, LLC48,189$6.99M0.20%+3,937+8.9%Added
Synovus Financial Corp48,109$6.98M0.09%+563+1.2%Added
Vinva Investment Management Ltd48,072$6.97M0.28%+1,412+3.0%Added
HAP Trading, LLC47,474$6.89M2.45%+47,474New
Headlands Technologies LLC47,135$6.84M0.78%+33,176+237.7%Added
Martin Currie Ltd46,974$6.82M0.27%+46,974New
Montag A & Associates Inc46,964$6.82M0.34%−803−1.7%Reduced
Winton Group Ltd46,869$6.80M0.41%+39,229+513.5%Added
HRT Financial LP46,651$6.77M0.04%+46,651New
Gulf International Bank (UK) Ltd46,522$6.75M0.23%−17,760−27.6%Reduced
Taylor Hoffman Capital Management LLC45,871$6.68M2.48%+471+1.0%Added
KCM Investment Advisors LLC45,904$6.66M0.24%−1,190−2.5%Reduced
Omers Administration Corp45,726$6.64M0.06%−4,018−8.1%Reduced
Advisory Services Network, LLC45,692$6.63M0.13%−464−1.0%Reduced
Jones Financial Companies LLLP45,489$6.60M0.01%+24,222+113.9%Added
Ironvine Capital Partners, LLC45,296$6.57M0.71%+13,442+42.2%Added
Stephens Inc45,139$6.55M0.10%+4,896+12.2%Added
Alkeon Capital Management LLC45,000$6.53M0.04%00.0%Unchanged
Williams Jones Wealth Management, LLC.44,545$6.46M0.08%−11,820−21.0%Reduced
Tiaa Trust, National Association44,323$6.43M0.02%−1,233−2.7%Reduced
Ecofi Investissements SA51,700$6.41M4.08%+100+0.2%Added
Edmond de Rothschild Holding S.A.44,163$6.41M0.11%+28,477+181.5%Added
Blume Capital Management, Inc.43,694$6.34M1.42%+3,705+9.3%Added
Compass Wealth Management LLC43,502$6.31M1.61%−1,430−3.2%Reduced
Shell Asset Management Co43,322$6.29M0.30%−2,029−4.5%Reduced
Ascent Wealth Partners, LLC43,294$6.28M0.84%+141+0.3%Added
T. Rowe Price Investment Management, Inc.43,115$6.26M0.00%+40,453+1,519.6%Added
Securian Asset Management, Inc43,049$6.25M0.19%−1,258−2.8%Reduced
TCW Group Inc42,887$6.22M0.06%+12,810+42.6%Added
MAI Capital Management42,809$6.21M0.05%−847−1.9%Reduced
Investment Management Corp of Ontario42,621$6.19M0.13%−19,223−31.1%Reduced
Fiera Capital Corp42,173$6.12M0.02%+7,410+21.3%Added
Pensionmark Financial Group, LLC42,094$6.11M0.16%+15,361+57.5%Added
Aristotle Atlantic Partners, LLC41,554$6.03M0.20%+3,087+8.0%Added
Level Four Advisory Services, LLC41,452$6.02M0.25%+3,456+9.1%Added
Verdence Capital Advisors LLC41,306$5.99M0.46%+14,440+53.7%Added
Professional Advisory Services Inc41,275$5.99M0.84%+41,275New
Avantax Advisory Services, Inc.41,086$5.96M0.04%+2,425+6.3%Added
McIntyre Freedman & Flynn Investment Advisers Inc41,052$5.96M4.38%+10.0%Added
Signet Financial Management, LLC40,801$5.92M0.80%+773+1.9%Added
American National Bank40,536$5.88M0.65%+1,119+2.8%Added
Evergreen Private Wealth LLC40,277$5.84M2.73%+1,670+4.3%Added
Greenleaf Trust40,113$5.82M0.05%−791−1.9%Reduced
Kayne Anderson Rudnick Investment Management LLC40,023$5.81M0.01%+20,150+101.4%Added
J.W. Cole Advisors, Inc.39,874$5.79M0.18%+23,936+150.2%Added
First Community Trust NA39,742$5.77M5.05%−516−1.3%Reduced
Spire Wealth Management39,494$5.73M0.18%+14,740+59.5%Added
Close Asset Management Ltd39,194$5.69M0.16%+934+2.4%Added
Atria Wealth Solutions, Inc.39,110$5.68M0.07%+1,326+3.5%Added
Point72 Europe (London) LLP39,100$5.67M0.39%+39,100New
Baader Bank INC39,300$5.67M0.57%+362+0.9%Added
New Mexico Educational Retirement Board38,486$5.58M0.20%−1,000−2.5%Reduced
Sterling Capital Management LLC38,143$5.54M0.09%−3,127−7.6%Reduced
Verition Fund Management LLC38,115$5.53M0.03%−1,980−4.9%Reduced
Maryland State Retirement & Pension System38,114$5.53M0.13%−6,804−15.1%Reduced
Pacifica Partners Inc.40,803$5.53M2.52%+3,493+9.4%Added
Generate Investment Management Ltd37,864$5.49M0.39%+37,864New
KMG Fiduciary Partners, LLC37,739$5.48M0.45%+9,500+33.6%Added
FORA Capital, LLC37,651$5.46M0.55%−46,191−55.1%Reduced
Anchor Capital Advisors LLC37,322$5.42M0.16%+258+0.7%Added
Beacon Investment Advisors LLC37,254$5.41M2.55%+71+0.2%Added
Oddo BHF Asset Management SAS37,224$5.40M0.22%+17,991+93.5%Added
Sequoia Financial Advisors, LLC37,188$5.40M0.04%−1,032−2.7%Reduced
Clearstead Advisors, LLC37,167$5.39M0.08%+104+0.3%Added
First American Bank37,035$5.37M0.40%+324+0.9%Added
Naples Global Advisors, LLC36,732$5.33M0.51%+1,267+3.6%Added
Steel Peak Wealth Management LLC36,704$5.33M0.23%−28,361−43.6%Reduced
Guinness Atkinson Asset Management Inc36,446$5.29M2.95%−1,919−5.0%Reduced
Bleakley Financial Group, LLC36,293$5.27M0.17%+2,468+7.3%Added
La Banque Postale Asset Management SA36,171$5.25M0.08%−34,909−49.1%Reduced
Hartford Financial Management Inc.35,814$5.20M1.07%+373+1.1%Added
Plimoth Trust Co LLC35,325$5.13M1.34%−125−0.4%Reduced
XTX Topco Ltd35,280$5.12M0.26%+31,320+790.9%Added
Citizens National Bank Trust Department35,245$5.11M1.09%+352+1.0%Added
Hall Laurie J Trustee35,243$5.11M1.82%−550−1.5%Reduced
Petredis Investment Advisors LLC35,188$5.11M0.53%+573+1.7%Added
Carret Asset Management, LLC35,086$5.09M0.58%−94−0.3%Reduced
E. Ohman J:or Asset Management AB35,039$5.08M0.14%−2,703−7.2%Reduced
FourThought Financial Partners, LLC34,976$5.08M0.53%+377+1.1%Added
Y-Intercept (Hong Kong) Ltd34,919$5.07M0.34%+3,445+10.9%Added
TD Waterhouse Canada Inc.34,767$5.06M0.04%−256−0.7%Reduced
Patton Albertson Miller Group, LLC34,686$5.03M0.75%+1,177+3.5%Added
Principal Securities, Inc.30,844$5.02M0.11%+20.0%Added
Jag Capital Management, LLC34,511$5.01M0.67%+9,470+37.8%Added
Providence Capital Advisors, LLC34,500$5.01M1.04%+700+2.1%Added
Prospera Financial Services Inc34,465$5.00M0.11%+73+0.2%Added
Ameritas Investment Partners, Inc.34,467$5.00M0.17%+74+0.2%Added