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
- 2,322
- +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
- 776 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 | 3,520 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $82.5B |
| Q4 2022 | 1,685 | $65.1B |
| Q3 2022 | 1,561 | $54.5B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $89.9B |
| Q4 2021 | 1,846 | $109.5B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,649 | $101.0B |
| Q1 2021 | 1,597 | $98.0B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 16,113 | $2.95M | 0.47% | +292+1.8% | Added |
| Annex Advisory Services, LLC | 16,133 | $2.95M | 0.07% | −3,293−17.0% | Reduced |
| Bangor Savings Bank | 16,177 | $2.96M | 0.26% | −563−3.4% | Reduced |
| Cary Street Partners Financial LLC | 16,291 | $2.98M | 0.08% | +287+1.8% | Added |
| Truvestments Capital LLC | 16,328 | $2.99M | 0.60% | −1,171−6.7% | Reduced |
| Palisade Capital Management LLC | 16,336 | $2.99M | 0.08% | −1,732−9.6% | Reduced |
| Caxton Associates LLP | 16,375 | $3.00M | 0.08% | +6,185+60.7% | Added |
| Ballentine Partners, LLC | 16,390 | $3.00M | 0.05% | +2,039+14.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 16,500 | $3.02M | 0.03% | +16,500 | New |
| Jefferies Financial Group Inc. | 16,525 | $3.03M | 0.05% | −3,345−16.8% | Reduced |
| Shoker Investment Counsel, Inc. | 16,550 | $3.03M | 0.95% | +65+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 16,579 | $3.04M | 0.05% | −860−4.9% | Reduced |
| Kingsview Wealth Management, LLC | 16,623 | $3.04M | 0.05% | +1,809+12.2% | Added |
| Boomfish Wealth Group, LLC | 16,648 | $3.05M | 1.76% | +392+2.4% | Added |
| Romano Brothers and Company | 16,722 | $3.06M | 0.38% | −185−1.1% | Reduced |
| Founders Capital Management | 16,767 | $3.07M | 1.84% | −144−0.9% | Reduced |
| Commonwealth Retirement Investments LLC | 16,771 | $3.07M | 1.17% | +7,589+82.7% | Added |
| St Germain D J Co Inc | 16,918 | $3.10M | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,124 | $3.13M | 0.15% | +34+0.2% | Added |
| Outfitter Financial LLC | 17,125 | $3.14M | 2.67% | −375−2.1% | Reduced |
| Massmutual Trust Co FSB | 17,142 | $3.14M | 0.08% | +233+1.4% | Added |
| JT Stratford LLC | 17,150 | $3.14M | 0.48% | +7,067+70.1% | Added |
| Prudential PLC | 17,171 | $3.14M | 0.02% | −63,525−78.7% | Reduced |
| NVWM, LLC | 17,235 | $3.16M | 0.76% | +645+3.9% | Added |
| Bill Few Associates, Inc. | 17,365 | $3.18M | 0.90% | +7,122+69.5% | Added |
| Bryn Mawr Trust Co | 17,420 | $3.19M | 0.06% | −1,262−6.8% | Reduced |
| Processus Wealth & Capital Management, LLC | 17,436 | $3.19M | 2.52% | +27+0.2% | Added |
| Howe & Rusling Inc | 17,436 | $3.19M | 0.24% | −193−1.1% | Reduced |
| Modern Wealth Management, LLC | 17,473 | $3.20M | 0.08% | +416+2.4% | Added |
| Cape Ann Savings Bank | 17,520 | $3.21M | 1.92% | −165−0.9% | Reduced |
| Signaturefd, LLC | 17,538 | $3.21M | 0.05% | +609+3.6% | Added |
| Penobscot Investment Management Company, Inc. | 17,626 | $3.23M | 0.28% | −25−0.1% | Reduced |
| Wright Investors Service Inc | 17,630 | $3.23M | 0.97% | −8,522−32.6% | Reduced |
| LaFleur & Godfrey LLC | 17,793 | $3.26M | 0.41% | −2,140−10.7% | Reduced |
| Droms Strauss Advisors Inc | 17,820 | $3.26M | 1.00% | −47−0.3% | Reduced |
| Summit Trail Advisors, LLC | 17,920 | $3.28M | 0.06% | +17,920 | New |
| Knollwood Investment Advisory, LLC | 17,948 | $3.29M | 0.32% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 17,951 | $3.29M | 0.17% | +798+4.7% | Added |
| Talon Private Wealth, LLC | 17,989 | $3.29M | 0.45% | −1,466−7.5% | Reduced |
| Sphera Funds Management Ltd. | 18,000 | $3.30M | 0.86% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 18,006 | $3.30M | 0.28% | +3,620+25.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 18,057 | $3.31M | 0.35% | +18,057 | New |
| Lifeworks Advisors, LLC | 18,189 | $3.33M | 0.50% | +4,244+30.4% | Added |
| China Universal Asset Management Co., Ltd. | 18,220 | $3.34M | 0.31% | −1,847−9.2% | Reduced |
| Tandem Capital Management Corp | 18,322 | $3.35M | 1.70% | −36−0.2% | Reduced |
| TD Private Client Wealth LLC | 18,366 | $3.36M | 0.08% | −1,713−8.5% | Reduced |
| Strategic Global Advisors, LLC | 18,437 | $3.38M | 0.55% | +1,078+6.2% | Added |
| Capital International Sarl | 18,446 | $3.38M | 0.06% | −53,308−74.3% | Reduced |
| TownSquare Capital, LLC | 18,488 | $3.38M | 0.33% | −67,541−78.5% | Reduced |
| Klingman & Associates, LLC | 18,610 | $3.41M | 0.19% | +167+0.9% | Added |
| WSFS Capital Management, LLC | 18,613 | $3.41M | 0.19% | +1,090+6.2% | Added |
| Fragasso Group Inc. | 18,749 | $3.43M | 0.23% | −1,262−6.3% | Reduced |
| Progressive Investment Management Corp | 18,821 | $3.45M | 0.88% | −193−1.0% | Reduced |
| Parallel Advisors, LLC | 18,919 | $3.46M | 0.07% | +1,484+8.5% | Added |
| Liberty Wealth Management LLC | 18,960 | $3.47M | 0.54% | +106+0.6% | Added |
| ARS Investment Partners, LLC | 19,093 | $3.50M | 0.25% | −150−0.8% | Reduced |
| BBR Partners, LLC | 19,134 | $3.50M | 0.22% | −90.0% | Reduced |
| Callan Family Office, LLC | 19,168 | $3.51M | 0.11% | +11,877+162.9% | Added |
| BDF-Gestion | 19,363 | $3.54M | 0.40% | −2,110−9.8% | Reduced |
| Limestone Investment Advisors LP | 19,400 | $3.55M | 1.54% | +19,400 | New |
| Maxi Investments CY Ltd | 19,400 | $3.55M | 0.59% | +12,700+189.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,420 | $3.56M | 0.08% | −2,499−11.4% | Reduced |
| Global X Japan Co., Ltd. | 19,425 | $3.56M | 0.36% | −48,046−71.2% | Reduced |
| Savant Capital, LLC | 19,473 | $3.56M | 0.03% | +670+3.6% | Added |
| Global Retirement Partners, LLC | 19,569 | $3.58M | 0.09% | +19,569 | New |
| Alpha Cubed Investments, LLC | 19,630 | $3.59M | 0.14% | +62+0.3% | Added |
| Jennison Associates LLC | 19,730 | $3.61M | 0.00% | +4,686+31.1% | Added |
| Institute for Wealth Management, LLC. | 19,751 | $3.62M | 0.40% | −50.0% | Reduced |
| Fruth Investment Management | 19,775 | $3.62M | 0.98% | −50−0.3% | Reduced |
| Groupama Asset Managment | 19,878 | $3.64M | 0.06% | +1,656+9.1% | Added |
| Koshinski Asset Management, Inc. | 19,935 | $3.65M | 0.28% | −1,089−5.2% | Reduced |
| S-Bank Fund Management Ltd | 20,000 | $3.66M | 0.54% | +20,000 | New |
| Cullen Capital Management LLC | 20,163 | $3.69M | 0.04% | +528+2.7% | Added |
| English Capital Management LLC | 20,420 | $3.74M | 2.47% | +20,420 | New |
| Mount Yale Investment Advisors, LLC | 20,464 | $3.75M | 0.29% | +295+1.5% | Added |
| Davidson Capital Management Inc. | 20,598 | $3.77M | 0.91% | +1,953+10.5% | Added |
| Aster Capital Management (DIFC) Ltd | 20,632 | $3.78M | 0.86% | +20,632 | New |
| Danica Pension, Livsforsikringsaktieselskab | 20,730 | $3.80M | 0.06% | +4,130+24.9% | Added |
| FineMark National Bank & Trust | 20,769 | $3.80M | 0.13% | −498−2.3% | Reduced |
| SFE Investment Counsel | 20,804 | $3.81M | 0.67% | +3,719+21.8% | Added |
| Mather Group, LLC. | 21,028 | $3.85M | 0.04% | +1,615+8.3% | Added |
| Sciencast Management LP | 21,062 | $3.86M | 0.80% | −3,921−15.7% | Reduced |
| Marco Investment Management LLC | 21,103 | $3.86M | 0.32% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 21,149 | $3.87M | 0.08% | +1,819+9.4% | Added |
| WCG Wealth Advisors LLC | 21,186 | $3.88M | 0.25% | +9,651+83.7% | Added |
| Scotia Capital Inc. | 21,327 | $3.90M | 0.02% | +2,267+11.9% | Added |
| Daymark Wealth Partners, LLC | 21,348 | $3.91M | 0.15% | +109+0.5% | Added |
| Gamco Investors, Inc. Et Al | 21,494 | $3.93M | 0.04% | +6,458+43.0% | Added |
| SevenBridge Financial Group, LLC | 20,904 | $3.94M | 0.69% | +5,655+37.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $3.95M | 0.13% | 00.0% | Unchanged |
| Saranac Partners Ltd | 21,619 | $3.96M | 2.10% | +34+0.2% | Added |
| Smithfield Trust Co | 21,634 | $3.96M | 0.19% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 21,661 | $3.97M | 3.79% | −287−1.3% | Reduced |
| M&G Plc | 21,689 | $3.97M | 0.02% | −266−1.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,717 | $3.98M | 0.37% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 21,825 | $4.00M | 0.06% | −16,318−42.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 21,857 | $4.00M | 4.79% | −968−4.2% | Reduced |
| Johnson Investment Counsel Inc | 21,955 | $4.02M | 0.04% | +178+0.8% | Added |
| Perennial Advisors, LLC | 22,063 | $4.04M | 0.75% | +177+0.8% | Added |
| Wahed Invest LLC | 22,075 | $4.04M | 0.62% | +834+3.9% | Added |