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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
Fayez Sarofim & Co9,000$1.65M0.00%00.0%Unchanged
CastleKnight Management LP9,000$1.65M0.11%+9,000New
Capstone Investment Advisors, LLC9,017$1.65M0.01%−50,144−84.8%Reduced
Virtus Family Office LLC9,026$1.65M2.12%−2,615−22.5%Reduced
Pinnacle Wealth Management Advisory Group, LLC9,032$1.65M0.14%+729+8.8%Added
RNC Capital Management LLC9,065$1.66M0.08%−29−0.3%Reduced
Verus Capital Partners, LLC9,077$1.66M0.15%−981−9.8%Reduced
Great Valley Advisor Group, Inc.9,082$1.66M0.04%−811−8.2%Reduced
Azimuth Capital Investment Management LLC9,113$1.67M0.06%−1,485−14.0%Reduced
Bridgewater Advisors Inc.8,870$1.67M0.13%+331+3.9%Added
Court Place Advisors, LLC9,130$1.67M0.53%+19+0.2%Added
American State Bank (Iowa)9,151$1.68M0.93%+243+2.7%Added
Sonora Investment Management Group, LLC9,153$1.68M0.12%−357−3.8%Reduced
Stonebridge Capital Advisors LLC9,178$1.68M0.13%−180−1.9%Reduced
New Millennium Group LLC9,193$1.68M0.93%+9,151+21,788.1%Added
Argus Investors' Counsel, Inc.9,193$1.68M1.19%+104+1.1%Added
Avantax Planning Partners, Inc.9,206$1.69M0.05%+202+2.2%Added
Nomura Holdings Inc9,221$1.69M0.01%−98,175−91.4%Reduced
Bedel Financial Consulting, Inc.9,276$1.70M0.23%−437−4.5%Reduced
Puzo Michael J9,296$1.70M0.48%+9,296New
Aaron Wealth Advisors9,303$1.70M0.17%+433+4.9%Added
Dynamic Advisor Solutions LLC9,367$1.71M0.05%+703+8.1%Added
Arjuna Capital9,371$1.72M0.45%−426−4.3%Reduced
Reuter James Wealth Management, LLC9,388$1.72M0.27%−178−1.9%Reduced
Arete Wealth Advisors, LLC9,417$1.72M0.12%−1,472−13.5%Reduced
Maia Wealth LLC9,450$1.73M0.33%+4,938+109.4%Added
Unique Wealth Strategies, LLC9,464$1.73M0.73%+1,111+13.3%Added
Byrne Asset Management LLC9,481$1.74M1.16%+1,419+17.6%Added
Trust Asset Management LLC9,514$1.74M0.13%00.0%Unchanged
GLOBALT Investments LLC9,514$1.74M0.07%+128+1.4%Added
Scott Marsh Financial, LLC9,540$1.75M0.65%+9,540New
Cohen Klingenstein LLC9,600$1.76M0.06%00.0%Unchanged
Westpac Banking Corp9,670$1.77M0.12%−45,974−82.6%Reduced
Umb Bank N A9,703$1.78M0.03%−715−6.9%Reduced
Richards, Merrill & Peterson, Inc.9,724$1.78M0.85%+777+8.7%Added
Roundview Capital LLC9,853$1.80M0.12%−2,398−19.6%Reduced
Ritholtz Wealth Management9,872$1.81M0.04%+34+0.3%Added
Clarius Group, LLC9,931$1.82M0.11%+943+10.5%Added
Oak Harvest Investment Services9,958$1.82M0.23%+21+0.2%Added
Cottage Street Advisors LLC9,962$1.82M0.95%−5,341−34.9%Reduced
Headlands Technologies LLC9,985$1.83M0.22%−37,150−78.8%Reduced
Marshall Wace, LLP10,000$1.83M0.00%−20,888−67.6%Reduced
Barbara Oil Co.10,000$1.83M0.72%00.0%Unchanged
Waters Parkerson & Co., LLC10,055$1.84M0.09%−52−0.5%Reduced
StoneX Group Inc.10,066$1.84M0.09%+651+6.9%Added
Advisors Management Group Inc10,095$1.85M0.35%+269+2.7%Added
Advocate Group LLC10,100$1.85M0.33%−48−0.5%Reduced
Retirement Guys Formula LLC10,186$1.86M0.71%+547+5.7%Added
IHT Wealth Management, LLC10,228$1.87M0.05%+244+2.4%Added
TTP Investments, Inc.10,286$1.88M0.62%00.0%Unchanged
Exencial Wealth Advisors, LLC10,358$1.90M0.07%−222−2.1%Reduced
Ridgewood Investments LLC10,402$1.90M0.82%+2,043+24.4%Added
Advisory Alpha, LLC10,417$1.91M0.06%−750−6.7%Reduced
Csenge Advisory Group12,193$1.91M0.10%+250+2.1%Added
Procyon Private Wealth Partners, LLC10,441$1.91M0.18%−2,374−18.5%Reduced
Sax Wealth Advisors, LLC10,459$1.91M0.12%+395+3.9%Added
Karani Asset Management LLC10,461$1.92M1.86%+7,651+272.3%Added
HM Payson & Co10,462$1.92M0.03%−577−5.2%Reduced
Snowden Capital Advisors LLC10,468$1.92M0.06%−16,715−61.5%Reduced
IMA Wealth, Inc.10,494$1.92M0.21%+4,524+75.8%Added
Aberdeen Wealth Management LLC10,508$1.92M1.28%+20.0%Added
Smartleaf Asset Management LLC10,509$1.93M0.17%−1,148−9.8%Reduced
American Money Management, LLC10,540$1.93M0.34%+372+3.7%Added
Skopos Labs, Inc.10,578$1.94M0.25%+4,593+76.7%Added
Stratos Wealth Partners, LTD.10,590$1.94M0.03%−155−1.4%Reduced
HF Advisory Group, LLC10,620$1.94M0.77%+5,334+100.9%Added
Nwam LLC10,736$1.94M0.11%+791+8.0%Added
KG&L Capital Management,LLC10,631$1.95M0.57%−5,383−33.6%Reduced
Insight Inv LLC10,683$1.96M1.31%−280−2.6%Reduced
Portside Wealth Group, LLC10,708$1.96M0.29%+2,020+23.3%Added
Triglav Skladi, D.O.O.10,747$1.97M0.14%00.0%Unchanged
Close Asset Management Ltd10,757$1.97M0.06%−28,437−72.6%Reduced
Edentree Asset Management Ltd10,768$1.97M0.55%00.0%Unchanged
Patten & Patten Inc10,770$1.97M0.13%−25−0.2%Reduced
APG Asset Management US Inc.10,767$1.98M0.01%−11,305−51.2%Reduced
Symmetry Investments LP10,900$2.00M0.17%+10,900New
Norden Group LLC10,998$2.01M0.22%−61−0.6%Reduced
Peak Asset Management, LLC11,020$2.02M0.37%−502−4.4%Reduced
Ashton Thomas Private Wealth, LLC11,046$2.02M0.07%+3,071+38.5%Added
Moody National Bank Trust Division11,067$2.03M0.19%+192+1.8%Added
Drucker Wealth 3.0, LLC10,371$2.03M0.39%+6,550+171.4%Added
Farther Finance Advisors, LLC11,134$2.04M0.04%+3,539+46.6%Added
Venture Visionary Partners LLC11,151$2.04M0.08%+70+0.6%Added
Stenger Family Office, LLC10,810$2.05M0.54%+10,810New
Ilex Capital Partners (UK) LLP11,190$2.05M0.07%+11,190New
Trust Co of Oklahoma11,227$2.06M0.65%+192+1.7%Added
S.E.E.D. Planning Group LLC11,288$2.07M0.65%+809+7.7%Added
Meridian Wealth Management, LLC11,317$2.07M0.09%−2,729−19.4%Reduced
Mairs & Power Inc11,327$2.07M0.02%+3,950+53.5%Added
Vestmark Advisory Solutions, Inc.11,361$2.08M0.03%+11,361New
Texas Bank & Trust Co11,380$2.08M0.83%+60+0.5%Added
Thoroughbred Financial Services, LLC11,464$2.10M0.15%−3,348−22.6%Reduced
Greenfield Savings Bank11,491$2.10M0.95%+243+2.2%Added
Great Lakes Advisors, LLC11,591$2.12M0.02%−73−0.6%Reduced
Concurrent Investment Advisors, LLC11,603$2.12M0.04%−6,852−37.1%Reduced
Garner Asset Management Corp11,695$2.14M0.99%−796−6.4%Reduced
Horizon Investment Services, LLC11,730$2.15M0.94%−114−1.0%Reduced
Wealth Management Partners, LLC11,318$2.16M0.76%+751+7.1%Added
Journey Strategic Wealth LLC11,848$2.17M0.07%−422−3.4%Reduced
Resources Investment Advisors, LLC.11,938$2.19M0.02%+1,015+9.3%Added