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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
Ally Financial Inc.12,000$2.20M0.25%00.0%Unchanged
Optimize Financial Inc12,123$2.22M1.36%−86−0.7%Reduced
WBI Investments12,133$2.22M0.58%+12,133New
Syon Capital LLC12,135$2.22M0.15%+895+8.0%Added
Dakota Wealth Management12,194$2.23M0.05%+6,517+114.8%Added
Twin Capital Management Inc12,230$2.24M0.24%−325−2.6%Reduced
Laird Norton Trust Company, LLC12,235$2.24M0.31%00.0%Unchanged
Valley National Advisers Inc12,327$2.26M0.37%+248+2.1%Added
TCW Group Inc12,329$2.26M0.02%−30,558−71.3%Reduced
Qtron Investments LLC12,369$2.26M0.29%00.0%Unchanged
Spirit of America Management Corp12,520$2.29M0.48%−1,500−10.7%Reduced
Capstone Triton Financial Group, LLC12,522$2.29M1.66%+12,522New
Meeder Asset Management Inc12,533$2.29M0.14%+9,993+393.4%Added
Vision Capital Management, Inc.12,573$2.30M0.30%+1,182+10.4%Added
Dark Forest Capital Management LP12,599$2.31M0.09%+9,579+317.2%Added
Concord Asset Management, LLC12,601$2.31M0.35%+89+0.7%Added
Concord Wealth Partners12,601$2.31M0.34%+1,376+12.3%Added
Pensionfund Sabic12,600$2.31M0.65%00.0%Unchanged
Atlantic Union Bankshares Corp12,643$2.31M0.05%+2,363+23.0%Added
Fortune Financial Advisors, LLC12,650$2.32M1.86%+147+1.2%Added
Global Trust Asset Management, LLC12,657$2.32M1.24%−41−0.3%Reduced
Anchor Investment Management, LLC12,684$2.32M0.20%−153−1.2%Reduced
Buttonwood Financial Advisors Inc.12,769$2.34M0.94%+304+2.4%Added
Krilogy Financial LLC12,785$2.34M0.13%−646−4.8%Reduced
Integrated Advisors Network LLC12,816$2.35M0.11%+2,431+23.4%Added
PFG Investments, LLC12,846$2.35M0.14%+1,751+15.8%Added
Coastal Bridge Advisors, LLC12,882$2.36M0.20%+1,039+8.8%Added
Equitable Holdings, Inc.12,882$2.36M0.02%+1,666+14.9%Added
Carmel Capital Partners, LLC12,889$2.36M0.83%+2,708+26.6%Added
STF Management LP12,896$2.36M0.93%+326+2.6%Added
Sompo Asset Management Co., Ltd.12,940$2.37M0.41%+9,790+310.8%Added
Fairtree Asset Management (Pty) Ltd12,990$2.38M1.79%+6,260+93.0%Added
Auto-Owners Insurance Co13,000$2.38M0.05%00.0%Unchanged
Wedmont Private Capital12,268$2.40M0.10%+640+5.5%Added
SBI Securities Co., Ltd.13,194$2.42M0.07%−359−2.6%Reduced
Audent Global Asset Management, LLC13,198$2.42M1.74%−36−0.3%Reduced
Sowell Financial Services LLC13,206$2.42M0.10%+2,677+25.4%Added
Evergreen Capital Management LLC13,296$2.43M0.07%+2,421+22.3%Added
Caldwell Trust Co13,298$2.43M0.24%+328+2.5%Added
Fulcrum Asset Management LLP13,358$2.45M0.70%+13,358New
Journey Advisory Group, LLC13,371$2.45M0.19%00.0%Unchanged
180 Wealth Advisors, LLC13,386$2.45M0.34%−268−2.0%Reduced
Zhang Financial LLC13,396$2.45M0.11%−527−3.8%Reduced
Tectonic Advisors LLC13,406$2.45M0.14%+751+5.9%Added
Beacon Pointe Advisors, LLC13,418$2.46M0.03%+986+7.9%Added
Legal Advantage Investments, Inc.13,471$2.47M1.15%−700−4.9%Reduced
NorthRock Partners, LLC13,475$2.47M0.06%+564+4.4%Added
AMF Pensionsforsakring AB13,532$2.48M0.02%00.0%Unchanged
Archford Capital Strategies, LLC13,555$2.48M0.32%−9,069−40.1%Reduced
XML Financial, LLC13,569$2.48M0.22%+758+5.9%Added
CWA Asset Management Group, LLC13,575$2.49M0.10%−229−1.7%Reduced
Diligent Investors, LLC13,652$2.50M0.59%−40.0%Reduced
Quartz Partners, LLC13,701$2.51M1.15%+251+1.9%Added
Brighton Jones LLC13,749$2.52M0.07%−1,157−7.8%Reduced
LGT Group Foundation13,777$2.52M0.03%−19,041−58.0%Reduced
Bridgeway Capital Management, LLC13,870$2.54M0.06%−300−2.1%Reduced
Caisse des Depots Et Consignations13,913$2.55M0.11%−2,664−16.1%Reduced
HighPoint Advisor Group LLC13,931$2.55M0.14%+776+5.9%Added
RD Finance Ltd13,950$2.55M3.34%00.0%Unchanged
National Asset Management, Inc.13,993$2.56M0.12%−1,565−10.1%Reduced
AlTi Global, Inc.13,532$2.56M0.06%−421−3.0%Reduced
Central Trust Co14,059$2.57M0.06%−217−1.5%Reduced
Kestra Investment Management, LLC15,301$2.58M0.04%+9,467+162.3%Added
Landscape Capital Management, L.L.C.14,097$2.58M0.20%+7,947+129.2%Added
Linden Thomas Advisory Services, LLC14,115$2.58M0.28%−10,398−42.4%Reduced
Glass Wealth Management Co LLC14,145$2.59M1.38%+450+3.3%Added
LGT Fund Management Co Ltd.14,215$2.60M0.23%−827−5.5%Reduced
Cascade Investment Advisors, Inc.14,232$2.61M1.67%+405+2.9%Added
Intrust Bank NA14,331$2.62M0.23%−947−6.2%Reduced
Alaethes Wealth LLC14,472$2.65M0.79%+696+5.1%Added
Summit Financial, LLC14,557$2.66M0.06%−974−6.3%Reduced
Live Oak Private Wealth LLC14,579$2.67M0.40%−30−0.2%Reduced
Leibman Financial Services, Inc.14,580$2.67M2.05%−747−4.9%Reduced
JNBA Financial Advisors14,589$2.67M0.26%00.0%Unchanged
Value Partners Investments Inc.14,734$2.69M0.21%+800+5.7%Added
CFM Wealth Partners LLC14,716$2.69M0.43%−179−1.2%Reduced
Canada Post Corp Registered Pension Plan14,761$2.70M0.16%+14,761New
Mitchell McLeod Pugh & Williams Inc14,876$2.72M0.51%+100+0.7%Added
Guardian Capital LP14,960$2.74M0.10%+14,960New
Schnieders Capital Management LLC15,003$2.75M0.48%+3,469+30.1%Added
Hudson Canyon Capital Management15,068$2.76M1.72%−316−2.1%Reduced
Geneos Wealth Management Inc.15,118$2.77M0.07%+3,587+31.1%Added
Sig Brokerage, LP15,138$2.77M0.76%+15,138New
FIL Ltd15,139$2.77M0.00%+10,877+255.2%Added
MIG Capital, LLC15,157$2.77M0.29%+11,514+316.1%Added
Foster & Motley Inc15,183$2.78M0.16%−1,201−7.3%Reduced
Voya Financial Advisors, Inc.15,291$2.80M0.28%+6,520+74.3%Added
Cardiff Park Advisors, LLC15,305$2.80M0.24%00.0%Unchanged
Stonebridge Capital Management Inc15,305$2.80M1.10%+525+3.6%Added
Fortem Financial Group, LLC15,365$2.81M0.91%+3,461+29.1%Added
West Oak Capital, LLC15,367$2.81M1.11%+1,680+12.3%Added
Hohimer Wealth Management, LLC15,472$2.83M0.50%+164+1.1%Added
Harfst & Associates, Inc.15,591$2.85M0.59%−1,033−6.2%Reduced
Eagle Capital Management, LLC15,597$2.85M1.25%−99−0.6%Reduced
La Banque Postale Asset Management SA15,748$2.88M0.04%−20,423−56.5%Reduced
MainStreet Investment Advisors LLC15,869$2.91M0.40%−559−3.4%Reduced
Clear Harbor Asset Management, LLC15,890$2.91M0.22%+905+6.0%Added
Chatham Capital Group, Inc.15,935$2.92M0.44%+680+4.5%Added
Atlas Capital Advisors LLC16,008$2.93M0.36%−589−3.5%Reduced
GAMMA Investing LLC16,028$2.93M0.19%+3,457+27.5%Added