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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
2,322
+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.

Institutional holdersQ2 2025: 2,322 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 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 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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
Gold Investment Management Ltd.30,887$5.67M2.13%+3,066+11.0%Added
J. W. Coons Advisors, LLC31,158$5.70M1.29%+24,815+391.2%Added
NJ State Employees Deferred Compensation Plan31,200$5.71M0.67%00.0%Unchanged
Leelyn Smith, LLC31,210$5.71M0.94%+871+2.9%Added
Groupe la Francaise31,381$5.72M0.09%+4,710+17.7%Added
Allworth Financial LP31,392$5.75M0.03%+9,002+40.2%Added
Plato Investment Management Ltd31,596$5.76M0.43%+146+0.5%Added
National Mutual Insurance Federation of Agricultural Cooperatives31,500$5.77M0.05%+31,500New
Torray LLC31,620$5.79M0.84%−20,664−39.5%Reduced
Kinneret Advisory, LLC31,636$5.79M0.53%−48−0.2%Reduced
Kempen Capital Management N.V.31,681$5.80M0.06%−95,682−75.1%Reduced
Hendley & Co Inc31,756$5.81M2.03%+515+1.6%Added
Advisors Asset Management, Inc.32,239$5.90M0.11%+1,643+5.4%Added
Vise Technologies, Inc.32,369$5.93M0.24%+32,369New
Arkadios Wealth Advisors32,584$5.96M0.18%−1,509−4.4%Reduced
Woodstock Corp32,625$5.97M0.55%+942+3.0%Added
EFG Asset Management (North America) Corp.32,636$5.97M0.84%+8,983+38.0%Added
Northwest Bancshares, Inc.32,685$5.98M1.04%−114−0.3%Reduced
Advisory Resource Group32,740$5.99M1.15%+317+1.0%Added
Steel Peak Wealth Management LLC33,013$6.04M0.24%−3,691−10.1%Reduced
Conning Inc.33,067$6.05M0.21%+130.0%Added
Kelly Lawrence W & Associates Inc33,313$6.10M1.60%−350−1.0%Reduced
Guinness Atkinson Asset Management Inc33,314$6.10M3.20%−3,132−8.6%Reduced
Rench Wealth Management, Inc.33,350$6.11M1.93%+216+0.7%Added
Argent Trust Co33,521$6.14M0.23%+9,931+42.1%Added
Capital Group Private Client Services, Inc.33,547$6.14M0.05%−79,063−70.2%Reduced
Delta Financial Advisors LLC33,562$6.14M2.16%−832−2.4%Reduced
Spire Wealth Management33,945$6.20M0.22%−5,549−14.1%Reduced
E Fund Management Co., Ltd.33,884$6.20M0.30%−61,625−64.5%Reduced
Glenview Trust Co33,997$6.22M0.11%+1,253+3.8%Added
Prentiss Smith & Co Inc34,057$6.23M3.71%+26,388+344.1%Added
Ameritas Investment Partners, Inc.34,088$6.24M0.20%−379−1.1%Reduced
Hartford Financial Management Inc.34,167$6.26M1.71%−1,647−4.6%Reduced
E. Ohman J:or Asset Management AB34,506$6.32M0.16%−533−1.5%Reduced
Mirabella Financial Services LLP34,546$6.33M0.66%+10,374+42.9%Added
Ancora Advisors, LLC34,680$6.35M0.13%+11,528+49.8%Added
Siemens Fonds Invest GmbH34,703$6.35M0.37%+1,911+5.8%Added
Jump Financial, LLC34,837$6.38M0.08%+27,294+361.8%Added
Carret Asset Management, LLC34,966$6.40M0.68%−120−0.3%Reduced
PKO Investment Management Joint-Stock Co35,000$6.41M0.69%−17,000−32.7%Reduced
Providence Capital Advisors, LLC35,000$6.41M1.18%+500+1.4%Added
Tenzing Global Management, LLC35,000$6.41M4.31%+35,000New
Merit Financial Group, LLC35,120$6.43M0.07%+4,896+16.2%Added
Hall Laurie J Trustee35,218$6.45M2.13%−25−0.1%Reduced
Citizens National Bank Trust Department35,266$6.46M1.29%+21+0.1%Added
ProVise Management Group, LLC35,275$6.46M0.51%+20,615+140.6%Added
Plimoth Trust Co LLC35,336$6.47M1.55%+110.0%Added
Petredis Investment Advisors LLC35,436$6.49M0.57%+248+0.7%Added
Unison Asset Management LLC35,629$6.52M3.29%+1,562+4.6%Added
FourThought Financial Partners, LLC35,689$6.53M0.65%+713+2.0%Added
HGK Asset Management Inc35,817$6.56M1.12%+35,817New
Pine Valley Investments Ltd Liability Co35,951$6.58M0.39%−14,272−28.4%Reduced
IFG Advisory, LLC36,156$6.62M0.33%+32,893+1,008.1%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH36,157$6.62M0.19%+27,368+311.4%Added
Cornerstone Wealth Group, LLC36,511$6.68M0.50%+34,230+1,500.7%Added
TD Waterhouse Canada Inc.36,643$6.73M0.05%+1,876+5.4%Added
Naples Global Advisors, LLC36,858$6.75M0.58%+126+0.3%Added
Turtle Creek Wealth Advisors, LLC37,051$6.78M0.80%+5,489+17.4%Added
First American Bank37,062$6.78M0.47%+27+0.1%Added
Parallax Volatility Advisers, L.P.37,567$6.88M0.28%−78,808−67.7%Reduced
Beacon Investment Advisors LLC37,679$6.90M2.98%+425+1.1%Added
Patton Albertson Miller Group, LLC37,990$6.95M0.92%+3,304+9.5%Added
Private Advisor Group, LLC38,217$7.00M0.04%+4,480+13.3%Added
CX Institutional38,308$7.01M0.24%+32,450+553.9%Added
Metis Global Partners, LLC38,486$7.05M0.18%−9,703−20.1%Reduced
New Mexico Educational Retirement Board38,486$7.05M0.23%00.0%Unchanged
Benjamin Edwards Inc38,688$7.08M0.09%+17,179+79.9%Added
KMG Fiduciary Partners, LLC38,910$7.12M0.53%+1,171+3.1%Added
Diversified Trust Co39,031$7.15M0.16%+12,221+45.6%Added
Maryland State Retirement & Pension System39,468$7.23M0.16%+1,354+3.6%Added
First Community Trust NA39,624$7.25M5.89%−118−0.3%Reduced
Bleakley Financial Group, LLC39,787$7.28M0.18%+3,494+9.6%Added
Baader Bank INC39,922$7.29M0.63%+622+1.6%Added
Integrated Wealth Concepts LLC39,906$7.31M0.07%+5,752+16.8%Added
J.W. Cole Advisors, Inc.40,088$7.34M0.16%+214+0.5%Added
Signet Financial Management, LLC40,401$7.40M0.93%−400−1.0%Reduced
American National Bank40,632$7.44M0.76%+96+0.2%Added
Aristotle Atlantic Partners, LLC40,854$7.48M0.23%−700−1.7%Reduced
Professional Advisory Services Inc40,883$7.48M1.02%−392−0.9%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc41,067$7.52M5.30%+150.0%Added
Stephens Inc41,120$7.53M0.10%−4,019−8.9%Reduced
Modera Wealth Management, LLC41,450$7.59M0.09%+33,042+393.0%Added
Glassy Mountain Advisors, Inc.41,582$7.61M2.45%−11,604−21.8%Reduced
Gulf International Bank (UK) Ltd41,612$7.62M0.27%−4,910−10.6%Reduced
General American Investors Co Inc41,652$7.63M0.51%−30,000−41.9%Reduced
Ascent Wealth Partners, LLC41,737$7.64M0.94%−1,557−3.6%Reduced
Oddo BHF Asset Management SAS42,269$7.74M0.29%+5,045+13.6%Added
Securian Asset Management, Inc42,423$7.77M0.22%−626−1.5%Reduced
Commerce Bank42,516$7.78M0.05%−7,155−14.4%Reduced
Pacifica Partners Inc.42,791$7.84M3.18%+1,988+4.9%Added
MAI Capital Management43,346$7.94M0.06%+537+1.3%Added
Compass Wealth Management LLC43,381$7.94M1.89%−121−0.3%Reduced
Capital Investment Advisors, LLC43,576$7.98M0.14%+9,381+27.4%Added
Clearstead Advisors, LLC43,635$7.99M0.11%+6,468+17.4%Added
Kayne Anderson Rudnick Investment Management LLC43,923$8.04M0.02%+3,900+9.7%Added
ICICI Prudential Asset Management Co Ltd44,057$8.07M1.00%+9,637+28.0%Added
Blume Capital Management, Inc.44,062$8.07M1.64%+368+0.8%Added
Tiaa Trust, National Association44,341$8.12M0.02%+180.0%Added
Principal Securities, Inc.44,706$8.18M0.15%+13,862+44.9%Added
Prospera Financial Services Inc44,941$8.23M0.15%+10,476+30.4%Added