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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
CCM Investment Group, LLC23,892$3.47M0.37%+23,892New
Howard Capital Management Inc.23,777$3.45M0.09%−3,642−13.3%Reduced
RFG Advisory, LLC23,705$3.44M0.09%+17,709+295.3%Added
EFG Asset Management (North America) Corp.23,653$3.44M0.57%+1,032+4.6%Added
Kentucky Retirement Systems Insurance Trust Fund23,673$3.44M0.25%−18,971−44.5%Reduced
Argent Trust Co23,590$3.42M0.14%+6,634+39.1%Added
Azzad Asset Management Inc23,464$3.41M0.40%−10,658−31.2%Reduced
Cypress Asset Management Inc23,425$3.40M0.91%−574−2.4%Reduced
Allworth Financial LP22,390$3.36M0.02%+927+4.3%Added
We Are One Seven, LLC23,160$3.36M0.13%−633−2.7%Reduced
Ancora Advisors, LLC23,152$3.36M0.07%+761+3.4%Added
Everence Capital Management Inc23,136$3.36M0.23%−80−0.3%Reduced
Soltis Investment Advisors LLC23,110$3.35M0.30%−9,661−29.5%Reduced
Bank Ozk22,925$3.33M1.38%−1,285−5.3%Reduced
Abner Herrman & Brock LLC22,875$3.32M0.42%−80−0.3%Reduced
Barnes Dennig Private Wealth Management LLC22,825$3.31M5.01%+22,825New
Pflug Koory, LLC22,772$3.30M1.84%−210−0.9%Reduced
RSM US Wealth Management LLC22,687$3.29M0.05%−1,469−6.1%Reduced
Archford Capital Strategies, LLC22,624$3.28M0.48%+6,161+37.4%Added
Independent Advisor Alliance22,581$3.28M0.11%−2,002−8.1%Reduced
Eliot Finkel Investment Counsel, LLC22,578$3.28M2.23%−225−1.0%Reduced
Shayne & Co., LLC22,520$3.27M0.80%+815+3.8%Added
Scott & Selber, Inc.22,446$3.26M1.04%+9,724+76.4%Added
HB Wealth Management, LLC22,392$3.25M0.03%+1,935+9.5%Added
Quantbot Technologies LP22,232$3.23M0.10%−9,863−30.7%Reduced
APG Asset Management US Inc.22,072$3.22M0.02%00.0%Unchanged
Green Alpha Advisors, LLC21,948$3.19M3.40%+10,745+95.9%Added
M&G Plc21,955$3.18M0.02%+5,763+35.6%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,919$3.18M0.08%−45,422−67.5%Reduced
Perennial Advisors, LLC21,886$3.18M0.63%+6,888+45.9%Added
Johnson Investment Counsel Inc21,777$3.16M0.03%+3,000+16.0%Added
Curat Global, LLC21,681$3.15M3.84%+21,681New
Smithfield Trust Co21,634$3.14M0.16%−150−0.7%Reduced
Analyst IMS Investment Management Services Ltd.21,599$3.13M0.12%00.0%Unchanged
Saranac Partners Ltd21,585$3.13M1.78%+1,673+8.4%Added
ARS Investment Partners, LLC19,243$3.13M0.28%00.0%Unchanged
Walleye Trading LLC21,550$3.13M0.09%+21,550New
Benjamin Edwards Inc21,509$3.12M0.04%−16,699−43.7%Reduced
BDF-Gestion21,473$3.12M0.34%00.0%Unchanged
FineMark National Bank & Trust21,267$3.09M0.11%−506−2.3%Reduced
Wahed Invest LLC21,241$3.08M0.53%+366+1.8%Added
Daymark Wealth Partners, LLC21,239$3.08M0.13%−20.0%Reduced
Marco Investment Management LLC21,103$3.06M0.28%−9,900−31.9%Reduced
Jacobi Capital Management LLC21,093$3.06M0.23%+2,308+12.3%Added
Koshinski Asset Management, Inc.21,024$3.05M0.26%−1,364−6.1%Reduced
J. Goldman & Co LP21,002$3.05M0.11%+21,002New
CIBC Private Wealth Group, LLC23,390$3.02M0.01%−2,058−8.1%Reduced
CAPROCK Group, Inc.20,741$3.01M0.09%+897+4.5%Added
Tower Research Capital LLC (TRC)21,118$3.00M0.09%−72,542−77.5%Reduced
Clark Capital Management Group, Inc.20,514$2.98M0.02%−158,248−88.5%Reduced
Mount Yale Investment Advisors, LLC20,169$2.93M0.25%+5,120+34.0%Added
Boston Common Asset Management, LLC20,127$2.92M0.09%−20,423−50.4%Reduced
TD Private Client Wealth LLC20,079$2.91M0.08%+3,987+24.8%Added
Coldstream Capital Management Inc20,079$2.91M0.06%+100+0.5%Added
China Universal Asset Management Co., Ltd.20,067$2.91M0.27%+6,651+49.6%Added
Fragasso Group Inc.20,011$2.90M0.22%−4,671−18.9%Reduced
LaFleur & Godfrey LLC19,933$2.89M0.39%+2,687+15.6%Added
Jefferies Financial Group Inc.19,870$2.88M0.05%−22,387−53.0%Reduced
Greater Midwest Financial Group, LLC19,836$2.88M2.01%+2,675+15.6%Added
Fruth Investment Management19,825$2.88M0.80%−100−0.5%Reduced
Institute for Wealth Management, LLC.19,756$2.87M0.37%−100−0.5%Reduced
Talon Private Wealth, LLC19,455$2.86M0.38%+19,431+80,962.5%Added
Cullen Capital Management LLC19,635$2.85M0.03%+370+1.9%Added
Alpha Cubed Investments, LLC19,568$2.84M0.13%+13,178+206.2%Added
AIA Group Ltd19,495$2.83M0.07%+12,291+170.6%Added
Annex Advisory Services, LLC19,426$2.82M0.08%−13,048−40.2%Reduced
Mather Group, LLC.19,413$2.82M0.03%+9,108+88.4%Added
BKD Wealth Advisors, LLC19,330$2.81M0.07%+8,236+74.2%Added
BBR Partners, LLC19,143$2.78M0.20%00.0%Unchanged
United Services Automobile Association19,083$2.77M0.09%00.0%Unchanged
Scotia Capital Inc.19,060$2.77M0.01%−285−1.5%Reduced
Progressive Investment Management Corp19,014$2.76M0.77%−53−0.3%Reduced
Liberty Wealth Management LLC18,854$2.74M0.52%+553+3.0%Added
Savant Capital, LLC18,803$2.73M0.02%−1,433−7.1%Reduced
Bryn Mawr Trust Co18,682$2.71M0.05%−4,255−18.6%Reduced
LMR Partners LLP18,665$2.71M0.05%+2,375+14.6%Added
Davidson Capital Management Inc.18,645$2.71M0.73%+685+3.8%Added
Quadrant Capital Group LLC18,621$2.70M0.10%+10,892+140.9%Added
Concurrent Investment Advisors, LLC18,455$2.68M0.07%+9,291+101.4%Added
Klingman & Associates, LLC18,443$2.68M0.16%+446+2.5%Added
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD18,370$2.66M0.66%00.0%Unchanged
Tandem Capital Management Corp18,358$2.66M1.49%+20+0.1%Added
Groupama Asset Managment18,222$2.64M0.05%−6,945−27.6%Reduced
Palisade Capital Management LLC18,068$2.62M0.08%−1,373−7.1%Reduced
Sphera Funds Management Ltd.18,000$2.61M0.64%+18,000New
Knollwood Investment Advisory, LLC17,948$2.60M0.29%00.0%Unchanged
Ssa Swiss Advisors AG17,947$2.60M1.33%+17,947New
Droms Strauss Advisors Inc17,867$2.59M0.89%00.0%Unchanged
Sphera Management Technology Funds Ltd17,800$2.58M2.06%+17,800New
Cape Ann Savings Bank17,685$2.57M1.61%−136−0.8%Reduced
SevenBridge Financial Group, LLC15,249$2.56M0.50%+7,846+106.0%Added
Penobscot Investment Management Company, Inc.17,651$2.56M0.24%00.0%Unchanged
Howe & Rusling Inc17,629$2.56M0.22%+153+0.9%Added
WSFS Capital Management, LLC17,523$2.54M0.15%+877+5.3%Added
Outfitter Financial LLC17,500$2.54M2.29%−620−3.4%Reduced
Truvestments Capital LLC17,499$2.54M0.55%−973−5.3%Reduced
Ferguson Wellman Capital Management, Inc17,439$2.53M0.05%−100−0.6%Reduced
Parallel Advisors, LLC17,435$2.53M0.06%−288−1.6%Reduced
Processus Wealth & Capital Management, LLC17,409$2.53M2.15%+456+2.7%Added
Strategic Global Advisors, LLC17,359$2.52M0.50%−1,874−9.7%Reduced