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, Q2 2025
Institutional positions in Applied Materials Inc as of Jun 30, 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
- 2,323
- +190 vs. Q1 2025
- Shares held
- 628.7M
- −1.88M (−0.3%) vs. Q1 2025
- Total value
- $115.0B
- +$23.6B (+25.8%) vs. Q1 2025
- New holders
- 323
- 936 more added
- Sold out
- 133
- 777 more reduced
33 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 77,288,026 | $14.1B | 0.23% | +110,865+0.1% | Added |
| BlackRock, Inc. | 75,259,933 | $13.8B | 0.26% | −3,314,602−4.2% | Reduced |
| State Street Corp | 38,920,984 | $7.13B | 0.27% | +391,540+1.0% | Added |
| Geode Capital Management, LLC | 21,026,363 | $3.84B | 0.27% | +407,282+2.0% | Added |
| Alliancebernstein L.P. | 13,564,120 | $2.48B | 0.81% | +5,700,349+72.5% | Added |
| Morgan Stanley | 10,779,144 | $1.97B | 0.13% | +630,055+6.2% | Added |
| Northern Trust Corp | 9,550,313 | $1.75B | 0.24% | −214,106−2.2% | Reduced |
| Ameriprise Financial Inc | 8,936,363 | $1.64B | 0.40% | +1,075,525+13.7% | Added |
| Van Eck Associates Corp | 8,870,221 | $1.62B | 1.84% | +1,169,236+15.2% | Added |
| Norges Bank | 8,761,686 | $1.60B | 0.20% | −1,697,972−16.2% | Reduced |
| Price T Rowe Associates Inc | 8,475,856 | $1.55B | 0.18% | +2,902,183+52.1% | Added |
| Amundi | 7,871,960 | $1.49B | 0.51% | +215,926+2.8% | Added |
| Bank of New York Mellon Corp | 7,951,691 | $1.46B | 0.28% | +291,358+3.8% | Added |
| Sanders Capital, LLC | 7,698,260 | $1.41B | 1.89% | +7,698,260 | New |
| Invesco Ltd. | 7,637,048 | $1.40B | 0.24% | −378,160−4.7% | Reduced |
| Nuveen, LLC | 7,612,624 | $1.39B | 0.39% | +131,921+1.8% | Added |
| Goldman Sachs Group Inc | 7,607,233 | $1.39B | 0.23% | +1,973,657+35.0% | Added |
| Bank of America Corp | 7,063,382 | $1.29B | 0.10% | +784,696+12.5% | Added |
| Deutsche Bank AG | 6,681,811 | $1.22B | 0.45% | −507,591−7.1% | Reduced |
| Legal & General Group Plc | 6,488,792 | $1.19B | 0.29% | −107,759−1.6% | Reduced |
| JPMorgan Chase & Co | 5,225,830 | $956.7M | 0.07% | +1,253,129+31.5% | Added |
| FMR LLC | 5,063,596 | $927.0M | 0.05% | −4,034,469−44.3% | Reduced |
| EdgePoint Investment Group Inc. | 4,991,467 | $913.8M | 6.91% | +172,563+3.6% | Added |
| Davis Selected Advisers | 4,957,593 | $907.6M | 4.85% | −35,579−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 4,873,162 | $892.1M | 0.15% | +70,698+1.5% | Added |
| UBS Group AG | 4,766,535 | $872.6M | 0.18% | −1,029,171−17.8% | Reduced |
| Capital Research Global Investors | 4,572,490 | $837.1M | 0.17% | +3,802,187+493.6% | Added |
| American Century Companies Inc | 4,285,879 | $784.6M | 0.43% | −156,898−3.5% | Reduced |
| Barclays PLC | 4,004,492 | $733.1M | 0.29% | +289,899+7.8% | Added |
| Capital World Investors | 3,918,271 | $717.3M | 0.10% | −8,288,582−67.9% | Reduced |
| Swedbank AB | 3,768,551 | $689.9M | 0.78% | +3,768,551 | New |
| Capital International Investors | 3,737,399 | $684.2M | 0.12% | −9,160,845−71.0% | Reduced |
| Lazard Asset Management LLC | 3,717,354 | $680.5M | 0.94% | +105,545+2.9% | Added |
| Franklin Resources Inc | 3,577,798 | $655.0M | 0.17% | −153,039−4.1% | Reduced |
| Boston Partners | 3,536,507 | $646.9M | 0.72% | +1,190,864+50.8% | Added |
| Parnassus Investments | 3,338,954 | $611.3M | 1.41% | −65,660−1.9% | Reduced |
| Citigroup Inc | 3,323,777 | $608.5M | 0.42% | −228,073−6.4% | Reduced |
| Royal Bank of Canada | 3,303,614 | $604.8M | 0.12% | +742,016+29.0% | Added |
| Victory Capital Management Inc | 3,181,474 | $590.6M | 0.38% | +1,775,239+126.2% | Added |
| Cantillon Capital Management LLC | 2,983,740 | $546.2M | 3.16% | −86,690−2.8% | Reduced |
| First Trust Advisors LP | 2,956,722 | $541.3M | 0.44% | +148,100+5.3% | Added |
| Allianz Asset Management GmbH | 2,951,217 | $540.3M | 0.72% | −570,275−16.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,936,996 | $537.7M | 0.42% | −1,667,395−36.2% | Reduced |
| Pictet Asset Management Holding SA | 2,920,633 | $534.7M | 0.54% | −237,159−7.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,844,760 | $520.8M | 0.32% | +101,721+3.7% | Added |
| Dimensional Fund Advisors LP | 2,822,649 | $516.8M | 0.12% | −77,411−2.7% | Reduced |
| First Manhattan Co | 2,808,455 | $514.1M | 1.45% | −280,169−9.1% | Reduced |
| Naya Capital Management UK Ltd | 2,706,855 | $495.5M | 38.00% | +308,292+12.9% | Added |
| Rafferty Asset Management, LLC | 2,502,036 | $458.0M | 1.51% | +706,939+39.4% | Added |
| HSBC Holdings PLC | 2,494,755 | $457.1M | 0.29% | −151,530−5.7% | Reduced |
| Flossbach Von Storch AG | 2,461,720 | $450.7M | 1.84% | +254,502+11.5% | Added |
| Swiss National Bank | 2,459,400 | $450.2M | 0.27% | +164,500+7.2% | Added |
| California Public Employees Retirement System | 2,380,485 | $435.8M | 0.28% | +850,552+55.6% | Added |
| Nordea Investment Management AB | 2,329,966 | $427.3M | 0.40% | +48,294+2.1% | Added |
| National Pension Service | 2,201,543 | $403.0M | 0.35% | +290,372+15.2% | Added |
| Assenagon Asset Management S.A. | 2,024,265 | $370.6M | 0.59% | +174,312+9.4% | Added |
| Wells Fargo & Company | 1,919,582 | $351.4M | 0.08% | −49,715−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,750,242 | $320.4M | 0.64% | +526,042+43.0% | Added |
| Primecap Management Co | 1,750,026 | $320.4M | 0.25% | −704,344−28.7% | Reduced |
| Canada Pension Plan Investment Board | 1,734,550 | $317.5M | 0.27% | +508,146+41.4% | Added |
| Acadian Asset Management LLC | 1,732,015 | $317.1M | 0.65% | +1,397,217+417.3% | Added |
| Menora Mivtachim Holdings Ltd. | 1,695,664 | $310.4M | 1.79% | 00.0% | Unchanged |
| LSV Asset Management | 1,650,742 | $302.2M | 0.71% | +574,216+53.3% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $301.8M | 1.42% | +321,000+24.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,642,443 | $300.7M | 0.24% | +100,444+6.5% | Added |
| Bessemer Group Inc | 1,581,298 | $289.5M | 0.47% | +524,523+49.6% | Added |
| TD Asset Management Inc | 1,530,957 | $280.3M | 0.24% | +13,014+0.9% | Added |
| Rhumbline Advisers | 1,509,499 | $276.3M | 0.24% | −86,312−5.4% | Reduced |
| ProShare Advisors LLC | 1,409,064 | $258.0M | 0.51% | +54,419+4.0% | Added |
| Great West Life Assurance Co | 1,387,850 | $254.5M | 0.40% | +123,911+9.8% | Added |
| Impax Asset Management Group plc | 1,339,357 | $244.4M | 1.41% | −256,289−16.1% | Reduced |
| California State Teachers Retirement System | 1,301,279 | $238.2M | 0.26% | −793−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,300,943 | $238.2M | 1.23% | +28,773+2.3% | Added |
| National Bank of Canada | 1,293,718 | $236.8M | 0.26% | +262,959+25.5% | Added |
| Russell Investments Group, Ltd. | 1,274,596 | $233.4M | 0.30% | +502,985+65.2% | Added |
| UBS Asset Management Americas Inc | 1,272,907 | $233.0M | 0.05% | +42,650+3.5% | Added |
| Ensign Peak Advisors, Inc | 1,262,058 | $231.0M | 0.40% | +119,844+10.5% | Added |
| Maj Invest Holding A/S | 1,243,658 | $227.7M | 7.97% | +370,967+42.5% | Added |
| Raymond James Financial Inc | 1,204,263 | $220.5M | 0.08% | +13,762+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,202,539 | $220.1M | 0.36% | +546,243+83.2% | Added |
| Employees Provident Fund Board | 1,196,781 | $219.1M | 1.89% | +300,000+33.5% | Added |
| Envestnet Asset Management Inc | 1,194,181 | $218.6M | 0.06% | −345,254−22.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,314 | $210.6M | 0.63% | −9,046−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,149,316 | $210.4M | 0.37% | +135,810+13.4% | Added |
| Brown Brothers Harriman & Co | 1,122,822 | $205.6M | 1.32% | +315,781+39.1% | Added |
| AQR Capital Management LLC | 1,094,577 | $200.2M | 0.17% | +410,355+60.0% | Added |
| New York State Common Retirement Fund | 1,077,482 | $197.3M | 0.26% | −7,098−0.7% | Reduced |
| Principal Financial Group Inc | 1,020,638 | $186.8M | 0.10% | −57,239−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 971,653 | $177.9M | 0.16% | −163,247−14.4% | Reduced |
| Neuberger Berman Group LLC | 939,658 | $172.0M | 0.13% | −142,203−13.1% | Reduced |
| Natixis Advisors, L.P. | 939,107 | $171.9M | 0.27% | +154,728+19.7% | Added |
| Stifel Financial Corp | 908,480 | $166.3M | 0.16% | +18,842+2.1% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $163.9M | 0.48% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 876,669 | $160.5M | 0.37% | −101,433−10.4% | Reduced |
| Abrams Bison Investments, LLC | 875,000 | $160.2M | 14.94% | 00.0% | Unchanged |
| Bank of Montreal | 872,115 | $159.7M | 0.08% | −125,644−12.6% | Reduced |
| Macquarie Group Ltd | 864,553 | $158.3M | 0.19% | −77,113−8.2% | Reduced |
| KBC Group NV | 851,755 | $155.9M | 0.42% | −406,862−32.3% | Reduced |
| Thrivent Financial for Lutherans | 847,021 | $155.1M | 0.34% | −67,475−7.4% | Reduced |
| Vontobel Holding Ltd. | 830,898 | $152.1M | 0.50% | −98,912−10.6% | Reduced |