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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, 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.

Institutional holdersQ2 2025: 2,323 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 heldQ2 2025: $115.0B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2025.

Institutions holding AMAT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Visionary Horizons, LLC4,300$787.2K0.50%+572+15.3%Added
Transce3nd, LLC4,304$787.9K0.33%−365−7.8%Reduced
Probity Advisors, Inc.4,308$788.7K0.14%−76−1.7%Reduced
Bank of Jackson Hole Trust4,314$789.8K0.45%+694+19.2%Added
Golden State Wealth Management, LLC4,316$790.2K0.10%−131−2.9%Reduced
Intrinsic Value Partners, LLC4,317$790.3K0.70%+4,317New
WD Rutherford LLC4,323$791.4K0.36%+460+11.9%Added
IMS Capital Management4,358$797.8K0.37%+4,358New
B & T Capital Management DBA Alpha Capital Management4,364$799.0K0.14%00.0%Unchanged
Capital Management Associates4,375$800.9K1.31%00.0%Unchanged
Gsa Capital Partners LLP4,385$803.0K0.06%+4,385New
Somerville Kurt F4,411$807.5K0.14%+4,411New
BHK Investment Advisors, LLC4,412$807.8K0.32%+325+8.0%Added
BTC Capital Management, Inc.4,424$809.9K0.07%00.0%Unchanged
Essex Financial Services, Inc.4,429$810.8K0.05%+388+9.6%Added
Hillsdale Investment Management Inc.4,430$811.0K0.03%+450+11.3%Added
Lincoln Capital LLC4,439$812.7K0.16%−21−0.5%Reduced
Diversify Advisory Services, LLC4,320$814.1K0.03%+498+13.0%Added
Maxele Advisors, LLC4,450$814.7K0.71%00.0%Unchanged
Next Level Private LLC4,453$815.2K0.27%+12+0.3%Added
Alpha Omega Wealth Management LLC4,457$815.9K0.15%+362+8.8%Added
Strategic Investment Advisors4,493$820.5K0.08%−413−8.4%Reduced
Focused Wealth Management, Inc4,499$823.6K0.10%−55−1.2%Reduced
Heritage Financial Services, LLC4,505$824.8K0.08%−9−0.2%Reduced
Centaurus Financial, Inc.4,512$826.0K0.05%+78+1.8%Added
Parsons Capital Management Inc4,514$826.4K0.05%−100−2.2%Reduced
SRN Advisors, LLC4,515$826.6K0.75%+259+6.1%Added
VestGen Advisors, LLC4,525$828.4K0.03%+1,565+52.9%Added
Mechanics Financial Corp4,535$830.2K0.35%−5−0.1%Reduced
Sky Investment Group LLC4,545$832.1K0.15%+340+8.1%Added
Bullock Wealth Management Group4,533$833.0K0.44%+82+1.8%Added
Farmers & Merchants Trust Co of Chambersburg PA4,555$834.0K0.26%−20−0.4%Reduced
Copperleaf Capital, LLC4,558$834.5K0.42%+520+12.9%Added
PFG Advisors4,560$834.8K0.04%+990+27.7%Added
Legacy Financial Advisors, Inc.4,564$835.5K0.13%+109+2.4%Added
YHB Investment Advisors, Inc.4,578$838.1K0.06%−272−5.6%Reduced
L.M. Kohn & Company4,592$840.6K0.23%−14−0.3%Reduced
PDS Planning, Inc4,602$842.5K0.06%+381+9.0%Added
D L Carlson Investment Group Inc4,602$842.6K0.15%−708−13.3%Reduced
SGL Investment Advisors, Inc.4,340$846.3K0.40%−9−0.2%Reduced
Davis Investment Partners, LLC4,647$853.9K0.31%+927+24.9%Added
Stratos Wealth Advisors, LLC4,690$858.8K0.05%−870−15.6%Reduced
Palumbo Wealth Management LLC4,704$861.2K0.27%+162+3.6%Added
Wealthcare Advisory Partners LLC4,705$861.3K0.02%+474+11.2%Added
Enterprise Financial Services Corp4,705$861.3K0.46%+184+4.1%Added
Antonelli Financial Advisors, LLC4,714$863.0K0.62%00.0%Unchanged
Roberts Glore & Co Inc4,739$867.6K0.25%+2,357+99.0%Added
Proficio Capital Partners LLC4,743$868.4K0.05%+557+13.3%Added
Tyler-Stone Wealth Management4,765$872.2K0.14%+4,765New
Arvest Investments, Inc.4,770$873.2K0.13%−2,272−32.3%Reduced
Kirtland Hills Capital Management, LLC4,773$873.8K0.40%+918+23.8%Added
Guardian Investment Management4,850$887.9K0.92%+1,900+64.4%Added
Centerpoint Advisors, LLC4,850$888.0K0.30%00.0%Unchanged
Keystone Financial Services4,859$889.5K0.30%+4,859New
Heritage Wealth Advisors4,861$889.9K0.04%00.0%Unchanged
South Plains Financial, Inc.4,863$890.3K0.63%−170−3.4%Reduced
BSW Wealth Partners4,865$890.6K0.12%+7+0.1%Added
Charter Oak Capital Management, LLC4,881$893.6K0.08%−141−2.8%Reduced
Barlow Wealth Partners, Inc.4,706$894.2K0.11%00.0%Unchanged
Cornerstone Advisory, LLC4,891$895.4K0.10%+53+1.1%Added
Sound View Wealth Advisors Group, LLC4,901$897.3K0.07%−91−1.8%Reduced
Newman Dignan & Sheerar, Inc.4,921$900.9K0.21%−113−2.2%Reduced
Atlantic Trust, LLC4,948$905.8K0.17%−179−3.5%Reduced
Deseret Mutual Benefit Administrators4,951$906.4K0.42%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4,956$907.2K0.10%−8,913−64.3%Reduced
Harmony Asset Management LLC4,984$912.3K0.34%−1,050−17.4%Reduced
Meriwether Wealth & Planning, LLC4,993$914.1K0.57%+2,115+73.5%Added
Valicenti Advisory Services Inc5,000$915.0K0.21%00.0%Unchanged
Diversify Wealth Management, LLC4,856$915.1K0.06%−188−3.7%Reduced
Potentia Wealth5,028$920.5K0.52%−41−0.8%Reduced
Belpointe Asset Management LLC5,035$921.9K0.04%+831+19.8%Added
Whitener Capital Management, Inc.5,108$935.2K0.25%+34+0.7%Added
Courier Capital LLC5,109$935.3K0.06%+20.0%Added
Plan Group Financial, LLC5,180$948.3K0.31%+944+22.3%Added
Summit Financial Strategies, Inc.5,180$948.3K0.09%00.0%Unchanged
NBC Securities, Inc.5,188$949.0K0.08%+169+3.4%Added
Copperwynd Financial, LLC5,205$952.9K0.24%+131+2.6%Added
Seascape Capital Management5,207$953.0K0.30%−232−4.3%Reduced
Perfromance Wealth Partners, LLC5,208$953.5K0.03%+5,208New
Cheviot Value Management, LLC5,161$954.1K0.11%−283−5.2%Reduced
Florida Financial Advisors, LLC5,253$961.8K0.32%+786+17.6%Added
Sonoma Private Wealth LLC5,289$968.3K1.19%−268−4.8%Reduced
Community Bank & Trust, Waco, Texas5,294$969.0K0.22%−119−2.2%Reduced
MONECO Advisors, LLC5,304$971.0K0.09%+354+7.2%Added
Broderick Brian C5,323$974.5K0.19%+5,323New
Nations Financial Group Inc,5,327$975.3K0.07%+101+1.9%Added
Keynote Financial Services LLC5,334$976.5K0.66%−23−0.4%Reduced
Terry L. Blaker5,341$977.8K0.04%00.0%Unchanged
Tounjian Advisory Partners, LLC6,744$979.1K0.19%−132−1.9%Reduced
Parkside Financial Bank & Trust5,360$981.3K0.11%+122+2.3%Added
Dynasty Wealth Management, LLC5,399$988.3K0.02%−1,538−22.2%Reduced
Lumbard & Kellner, LLC5,400$988.6K0.43%00.0%Unchanged
Rexford Capital Inc5,459$999.4K0.83%+5,459New
Invesco, LLC5,461$999.7K0.37%−372−6.4%Reduced
Aristides Capital LLC5,494$1.01M0.32%+5,494New
Elevated Capital Advisors, LLC6,943$1.01M0.28%00.0%Unchanged
Johnson Financial Group, Inc.5,505$1.01M0.05%−121−2.2%Reduced
Ramirez Asset Management, Inc.5,513$1.01M0.15%00.0%Unchanged
Cornercap Investment Counsel Inc5,519$1.01M0.53%−173−3.0%Reduced
Arbor Trust Wealth Advisors, LLC5,521$1.01M0.49%−250−4.3%Reduced