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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 22,138 | $4.05M | 0.28% | −1,535−6.5% | Reduced |
| Bank Ozk | 22,294 | $4.08M | 1.56% | −631−2.8% | Reduced |
| LOM Asset Management Ltd | 22,341 | $4.09M | 1.38% | +22,341 | New |
| Nuance Investments, LLC | 22,420 | $4.10M | 0.32% | −79,391−78.0% | Reduced |
| Frank, Rimerman Advisors LLC | 22,443 | $4.11M | 0.28% | +11,753+109.9% | Added |
| Boston Private Wealth LLC | 22,511 | $4.12M | 0.22% | −7,994−26.2% | Reduced |
| Voleon Capital Management LP | 22,514 | $4.12M | 0.23% | +5,951+35.9% | Added |
| Shayne & Co., LLC | 22,520 | $4.12M | 1.36% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 22,568 | $4.13M | 2.66% | −100.0% | Reduced |
| Miracle Mile Advisors, LLC | 22,604 | $4.14M | 0.07% | +9,575+73.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 22,623 | $4.14M | 0.65% | −2,977−11.6% | Reduced |
| Howard Capital Management Inc. | 22,656 | $4.15M | 0.06% | −1,121−4.7% | Reduced |
| Pflug Koory, LLC | 22,709 | $4.16M | 2.11% | −63−0.3% | Reduced |
| Scott & Selber, Inc. | 22,790 | $4.17M | 1.16% | +344+1.5% | Added |
| Everence Capital Management Inc | 22,816 | $4.18M | 0.27% | −320−1.4% | Reduced |
| Jag Capital Management, LLC | 22,990 | $4.21M | 0.47% | −11,521−33.4% | Reduced |
| Hemenway Trust Co LLC | 23,079 | $4.23M | 0.33% | +23,079 | New |
| Jacobi Capital Management LLC | 23,133 | $4.24M | 0.28% | +2,040+9.7% | Added |
| Westerkirk Capital Inc. | 23,300 | $4.27M | 0.53% | +23,300 | New |
| Conscious Wealth Investments, LLC | 22,676 | $4.27M | 2.73% | +24+0.1% | Added |
| Two Sigma Investments, LP | 23,600 | $4.32M | 0.01% | −886,580−97.4% | Reduced |
| CIBC Private Wealth Group, LLC | 23,801 | $4.36M | 0.01% | +411+1.8% | Added |
| Cypress Asset Management Inc | 23,976 | $4.39M | 1.06% | +551+2.4% | Added |
| RFG Advisory, LLC | 23,995 | $4.39M | 0.10% | +290+1.2% | Added |
| Clark Capital Management Group, Inc. | 24,018 | $4.40M | 0.03% | +3,504+17.1% | Added |
| Evercore Wealth Management, LLC | 24,262 | $4.44M | 0.07% | −31,507−56.5% | Reduced |
| Winton Group Ltd | 24,402 | $4.47M | 0.23% | −22,467−47.9% | Reduced |
| Independent Advisor Alliance | 24,453 | $4.48M | 0.13% | +1,872+8.3% | Added |
| Beech Hill Advisors, Inc. | 24,495 | $4.48M | 2.02% | −9,477−27.9% | Reduced |
| Azzad Asset Management Inc | 24,567 | $4.50M | 0.48% | +1,103+4.7% | Added |
| Intech Investment Management LLC | 24,578 | $4.50M | 0.04% | −8,729−26.2% | Reduced |
| Walleye Capital LLC | 24,636 | $4.51M | 0.04% | −118,427−82.8% | Reduced |
| Ostrum Asset Management | 24,659 | $4.51M | 0.21% | +117+0.5% | Added |
| Occidental Asset Management, LLC | 24,752 | $4.53M | 0.63% | +624+2.6% | Added |
| Perigon Wealth Management, LLC | 24,806 | $4.54M | 0.11% | +227+0.9% | Added |
| Curat Global, LLC | 24,856 | $4.55M | 4.34% | +3,175+14.6% | Added |
| Midwest Professional Planners, LTD. | 24,917 | $4.56M | 1.20% | +473+1.9% | Added |
| Kestra Private Wealth Services, LLC | 24,933 | $4.56M | 0.07% | −1,309−5.0% | Reduced |
| Peloton Wealth Strategists | 24,965 | $4.57M | 1.83% | −1,325−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,989 | $4.57M | 0.11% | −9,930−28.4% | Reduced |
| Coldstream Capital Management Inc | 25,009 | $4.58M | 0.07% | +4,930+24.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 25,118 | $4.60M | 0.86% | −60−0.2% | Reduced |
| Choate Investment Advisors | 25,146 | $4.60M | 0.10% | −187−0.7% | Reduced |
| RSM US Wealth Management LLC | 25,167 | $4.61M | 0.06% | +2,480+10.9% | Added |
| Sphera Management Technology Funds Ltd | 25,310 | $4.63M | 2.84% | +7,510+42.2% | Added |
| Ssa Swiss Advisors AG | 24,902 | $4.65M | 2.24% | +6,955+38.8% | Added |
| Atria Wealth Solutions, Inc. | 25,615 | $4.72M | 0.11% | −13,495−34.5% | Reduced |
| IFP Advisors, Inc | 25,599 | $4.73M | 0.13% | −400−1.5% | Reduced |
| Magnetar Financial LLC | 25,846 | $4.73M | 0.02% | +22,933+787.3% | Added |
| Leonteq Securities AG | 25,868 | $4.74M | 0.28% | −29,238−53.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 25,894 | $4.74M | 1.07% | +386+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,919 | $4.74M | 0.07% | +71+0.3% | Added |
| Quadrant Capital Group LLC | 26,089 | $4.78M | 0.17% | +7,468+40.1% | Added |
| Soltis Investment Advisors LLC | 26,111 | $4.78M | 0.38% | +3,001+13.0% | Added |
| Polymer Capital Management (US) LLC | 26,122 | $4.78M | 0.78% | +20,619+374.7% | Added |
| Tokio Marine Asset Management Co Ltd | 26,142 | $4.79M | 0.18% | −43,142−62.3% | Reduced |
| Regions Financial Corp | 26,192 | $4.79M | 0.03% | −1,423−5.2% | Reduced |
| Vestcor Inc | 26,338 | $4.82M | 0.15% | +939+3.7% | Added |
| Williams Jones Wealth Management, LLC. | 26,380 | $4.83M | 0.06% | −18,165−40.8% | Reduced |
| Phraction Management LLC | 26,524 | $4.86M | 1.55% | −3,270−11.0% | Reduced |
| Park Avenue Securities LLC | 26,565 | $4.86M | 0.04% | −1,313−4.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 26,650 | $4.88M | 2.55% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 26,836 | $4.91M | 1.61% | 00.0% | Unchanged |
| Change Path, LLC | 26,952 | $4.93M | 0.13% | +2,119+8.5% | Added |
| Capital Asset Advisory Services LLC | 26,854 | $4.93M | 0.23% | +2,187+8.9% | Added |
| Family Legacy, Inc. | 26,978 | $4.94M | 1.61% | +69+0.3% | Added |
| Prospector Partners LLC | 27,117 | $4.96M | 0.58% | +27,117 | New |
| Apollon Wealth Management, LLC | 27,463 | $5.03M | 0.10% | −193−0.7% | Reduced |
| Balyasny Asset Management LLC | 27,495 | $5.03M | 0.01% | −31,830−53.7% | Reduced |
| Bailard, Inc. | 27,786 | $5.09M | 0.12% | +333+1.2% | Added |
| HB Wealth Management, LLC | 27,805 | $5.09M | 0.04% | +5,413+24.2% | Added |
| Venturi Wealth Management, LLC | 27,881 | $5.10M | 0.25% | +11,238+67.5% | Added |
| Intact Investment Management Inc. | 28,100 | $5.14M | 0.17% | −4,100−12.7% | Reduced |
| Silver Lake Advisory, LLC | 28,118 | $5.15M | 2.19% | +240+0.9% | Added |
| Commerzbank Aktiengesellschaft | 28,142 | $5.15M | 0.12% | +441+1.6% | Added |
| Nilsine Partners, LLC | 28,272 | $5.18M | 0.52% | +517+1.9% | Added |
| Fulton Bank, N.A. | 28,303 | $5.18M | 0.19% | −1,110−3.8% | Reduced |
| Trustco Bank Corp N Y | 28,360 | $5.19M | 5.08% | −28−0.1% | Reduced |
| Burr Financial Services, LLC | 28,396 | $5.20M | 4.37% | +22,496+381.3% | Added |
| RBA Wealth Management, LLC | 28,440 | $5.21M | 1.94% | +574+2.1% | Added |
| Ingalls & Snyder LLC | 28,645 | $5.24M | 0.19% | +2,000+7.5% | Added |
| We Are One Seven, LLC | 28,693 | $5.25M | 0.17% | +5,533+23.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 28,718 | $5.26M | 0.86% | −110.0% | Reduced |
| Colonial Trust Co | 28,753 | $5.26M | 0.77% | −450−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,940 | $5.30M | 0.22% | +654+2.3% | Added |
| Tower Research Capital LLC (TRC) | 29,044 | $5.32M | 0.14% | +7,926+37.5% | Added |
| GHP Investment Advisors, Inc. | 29,104 | $5.33M | 0.24% | +3,932+15.6% | Added |
| Thompson Siegel & Walmsley LLC | 29,132 | $5.33M | 0.09% | +16,638+133.2% | Added |
| Calamos Wealth Management LLC | 29,138 | $5.33M | 0.23% | +598+2.1% | Added |
| Greenleaf Trust | 29,157 | $5.34M | 0.05% | −10,956−27.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 29,197 | $5.36M | 0.15% | +16,871+136.9% | Added |
| Empirical Finance, LLC | 29,491 | $5.40M | 0.28% | +175+0.6% | Added |
| Wetherby Asset Management Inc | 29,640 | $5.43M | 0.24% | +29,640 | New |
| Red Spruce Capital, LLC | 29,659 | $5.43M | 2.35% | −151−0.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 29,741 | $5.44M | 1.72% | −973−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 29,881 | $5.47M | 0.04% | +298+1.0% | Added |
| UBS Oconnor LLC | 30,000 | $5.49M | 0.15% | +30,000 | New |
| Fort Sheridan Advisors LLC | 30,127 | $5.52M | 0.79% | −415−1.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 30,399 | $5.57M | 0.29% | +209+0.7% | Added |
| Axxcess Wealth Management, LLC | 30,490 | $5.58M | 0.13% | +3,938+14.8% | Added |