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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
Interchange Capital Partners, LLC5,542$1.01M0.23%+15+0.3%Added
Lebenthal Global Advisors, LLC5,544$1.01M0.19%−107−1.9%Reduced
Fingerlakes Wealth Management, Inc.5,554$1.02M0.76%+11+0.2%Added
Ellevest, Inc.5,560$1.02M0.16%+318+6.1%Added
HBK Sorce Advisory LLC5,567$1.02M0.03%−76−1.3%Reduced
Premier Path Wealth Partners, LLC5,579$1.02M0.14%+443+8.6%Added
CTC Alternative Strategies, Ltd.5,580$1.02M0.89%+5,580New
Catalyst Financial Partners LLC5,595$1.02M0.11%+487+9.5%Added
Ridgecrest Wealth Partners, LLC5,609$1.03M0.54%−4−0.1%Reduced
Acropolis Investment Management, LLC5,621$1.03M0.06%+491+9.6%Added
Wealthedge Investment Advisors, LLC5,623$1.03M0.43%+5,623New
Patten Group, Inc.5,688$1.04M0.22%−205−3.5%Reduced
Moloney Securities Asset Management, LLC5,735$1.05M0.13%+3,657+176.0%Added
DSG Capital Advisors, LLC5,756$1.05M0.19%−665−10.4%Reduced
Eisler Capital Management Ltd.5,774$1.06M0.04%−67,709−92.1%Reduced
Dohj, LLC7,400$1.06M0.31%+2,532+52.0%Added
Falcon Wealth Planning5,804$1.06M0.11%+340+6.2%Added
Keel Point, LLC5,810$1.06M0.07%+1,125+24.0%Added
Personal Cfo Solutions, LLC5,820$1.07M0.20%+473+8.8%Added
3Chopt Investment Partners, LLC5,829$1.07M0.26%+196+3.5%Added
SWS Partners5,829$1.07M0.29%+176+3.1%Added
Opinicus Capital, Inc.5,831$1.07M0.81%+201+3.6%Added
Los Angeles Capital Management LLC5,844$1.07M0.00%−2,367−28.8%Reduced
Triangle Securities Wealth Management5,869$1.07M0.26%+100+1.7%Added
Sumitomo Life Insurance Co5,895$1.08M0.07%−425−6.7%Reduced
Riverpark Capital Management LLC5,902$1.08M1.75%−422−6.7%Reduced
Willner & Heller, LLC5,934$1.09M0.91%−615−9.4%Reduced
Empower Advisory Group, LLC5,962$1.09M0.00%+456+8.3%Added
Edgestream Partners, L.P.5,963$1.09M0.03%−7,135−54.5%Reduced
Trust Co of Virginia5,988$1.10M0.10%00.0%Unchanged
State Farm Mutual Automobile Insurance Co6,000$1.10M0.00%00.0%Unchanged
Chilton Investment Co LLC6,015$1.10M0.02%+53+0.9%Added
Sage Mountain Advisors LLC6,017$1.10M0.07%+294+5.1%Added
United Community Bank6,039$1.11M0.38%+1,452+31.7%Added
First Commonwealth Financial Corp6,060$1.11M0.24%+134+2.3%Added
Sand Hill Global Advisors, LLC6,113$1.12M0.04%+11+0.2%Added
Westover Capital Advisors, LLC6,118$1.12M0.22%00.0%Unchanged
Paragon Private Wealth Management, LLC6,124$1.12M0.45%+1,000+19.5%Added
denkapparat Operations GmbH6,128$1.12M0.90%+1,718+39.0%Added
Traynor Capital Management, Inc.6,115$1.12M0.08%+23+0.4%Added
Clear Creek Financial Management, LLC6,144$1.12M0.11%+1,913+45.2%Added
Hudson Bay Capital Management LP6,167$1.13M0.01%−112,500−94.8%Reduced
Whittier Trust Co of Nevada Inc6,174$1.13M0.03%+66+1.1%Added
Accurate Wealth Management, LLC5,712$1.13M0.17%+147+2.6%Added
E&G Advisors, LP6,179$1.13M0.29%00.0%Unchanged
Laurion Capital Management LP6,185$1.13M0.13%−27,820−81.8%Reduced
Mutual Advisors, LLC6,100$1.13M0.03%+186+3.1%Added
Destination Wealth Management6,196$1.13M0.03%+86+1.4%Added
Octavia Wealth Advisors, LLC6,200$1.14M0.13%+51+0.8%Added
Obermeyer Wood Investment Counsel, LLLP6,225$1.14M0.06%−795−11.3%Reduced
Confluence Wealth Services, Inc.6,226$1.14M0.06%+13+0.2%Added
Crew Capital Management, Ltd.6,233$1.14M0.82%+6,233New
Heartland Advisors Inc6,246$1.14M0.06%+6,246New
Simmons Bank6,271$1.15M0.08%−152−2.4%Reduced
Stoneridge Investment Partners LLC6,294$1.15M0.87%+1,271+25.3%Added
Fischer Financial Services, Inc.6,304$1.15M0.34%−272−4.1%Reduced
InTrack Investment Management Inc6,358$1.16M0.78%+1,254+24.6%Added
U.S. Capital Wealth Advisors, LLC6,369$1.17M0.03%+621+10.8%Added
Successful Portfolios LLC6,402$1.17M0.72%00.0%Unchanged
Chemung Canal Trust Co6,416$1.17M0.25%−126−1.9%Reduced
Kornitzer Capital Management Inc6,442$1.18M0.02%+1,092+20.4%Added
Kingswood Wealth Advisors, LLC6,443$1.18M0.09%+161+2.6%Added
Alpha Family Trust6,445$1.18M0.58%00.0%Unchanged
Ledyard National Bank6,486$1.19M0.11%−24−0.4%Reduced
Pine Haven Investment Counsel, Inc6,500$1.19M0.93%−275−4.1%Reduced
Bell Bank6,568$1.20M0.06%+206+3.2%Added
Beverly Hills Private Wealth, LLC6,582$1.21M0.23%+465+7.6%Added
Mission Creek Capital Partners, Inc.9,290$1.21M0.27%−212−2.2%Reduced
Verde Capital Management6,602$1.21M0.30%+806+13.9%Added
GSB Wealth Management, LLC6,603$1.21M0.30%00.0%Unchanged
Fiduciary Alliance LLC6,608$1.21M0.09%+4,880+282.4%Added
Motiv8 Investments LLC6,610$1.21M0.74%+682+11.5%Added
Agate Pass Investment Management, LLC6,615$1.21M0.50%+180+2.8%Added
GeoWealth Management, LLC6,657$1.22M0.05%−911−12.0%Reduced
Ronald Blue Trust, Inc.6,692$1.23M0.01%+388+6.2%Added
WFA Asset Management Corp5,198$1.23M0.70%+9+0.2%Added
Chicago Trust Co NA6,712$1.23M0.17%+3,076+84.6%Added
Fidelis Capital Partners, LLC6,947$1.24M0.11%+1,621+30.4%Added
Intellectus Partners, LLC6,763$1.24M0.27%+56+0.8%Added
L2 Asset Management, LLC6,766$1.24M0.20%−1,230−15.4%Reduced
Pitcairn Co6,792$1.24M0.08%−676−9.1%Reduced
SRS Capital Advisors, Inc.3,261$1.25M0.06%−2,523−43.6%Reduced
Consilium Wealth Advisory, LLC6,851$1.25M0.53%+6,851New
Wesbanco Bank Inc6,854$1.25M0.04%+609+9.8%Added
Catalytic Wealth RIA, LLC6,871$1.26M0.10%+3,941+134.5%Added
Eagle Harbor Asset Management Inc6,895$1.26M1.22%00.0%Unchanged
Gladstone Institutional Advisory LLC6,909$1.26M0.05%−3,272−32.1%Reduced
True North Advisors, LLC6,948$1.27M0.24%+5,418+354.1%Added
Relyea Zuckerberg Hanson LLC6,949$1.27M0.15%+402+6.1%Added
Independent Financial Group, LLC6,963$1.27M0.04%−2,725−28.1%Reduced
Welch & Forbes LLC6,967$1.28M0.02%−133−1.9%Reduced
Westside Investment Management, Inc.6,970$1.28M0.24%+406+6.2%Added
Rehmann Capital Advisory Group6,982$1.28M0.08%−810−10.4%Reduced
Perpetual Ltd7,002$1.28M0.02%+2,717+63.4%Added
McGlone Suttner Wealth Management, Inc.7,010$1.28M0.19%−10−0.1%Reduced
Meitav Dash Investments Ltd7,014$1.28M0.02%−98,745−93.4%Reduced
My Personal CFO, LLC7,028$1.29M0.58%−30.0%Reduced
SOL Capital Management CO7,029$1.29M0.12%00.0%Unchanged
Cape Investment Advisory, Inc.7,042$1.29M0.47%+2,752+64.1%Added
Nautilus Advisors LLC7,084$1.30M0.95%−101−1.4%Reduced