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 | 2,954 | $219.0B |
| Q4 2025 | 2,644 | $169.7B |
| Q3 2025 | 2,361 | $129.3B |
| Q2 2025 | 2,322 | $115.0B |
| Q1 2025 | 2,165 | $91.6B |
| Q4 2024 | 2,239 | $105.2B |
| Q3 2024 | 2,215 | $132.4B |
| Q2 2024 | 2,285 | $156.3B |
| Q1 2024 | 2,220 | $135.3B |
| Q4 2023 | 2,033 | $109.0B |
| Q3 2023 | 1,851 | $92.8B |
| Q2 2023 | 1,829 | $96.3B |
| Q1 2023 | 1,760 | $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 |
|---|---|---|---|---|---|
| Alkeon Capital Management LLC | 45,000 | $8.24M | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 45,165 | $8.27M | 0.13% | +1,002+2.3% | Added |
| Sequoia Financial Advisors, LLC | 45,420 | $8.32M | 0.06% | +8,232+22.1% | Added |
| Criteria Caixa, S.A.U. | 45,729 | $8.37M | 1.10% | +45,729 | New |
| KCM Investment Advisors LLC | 45,756 | $8.38M | 0.28% | −148−0.3% | Reduced |
| William Blair Investment Management, LLC | 45,938 | $8.41M | 0.02% | −52,460−53.3% | Reduced |
| Omers Administration Corp | 46,126 | $8.44M | 0.07% | +400+0.9% | Added |
| Montag A & Associates Inc | 46,200 | $8.46M | 0.41% | −764−1.6% | Reduced |
| Phoenix Holdings Ltd. | 46,313 | $8.47M | 0.11% | −9,976−17.7% | Reduced |
| Evergreen Private Wealth LLC | 46,469 | $8.51M | 3.56% | +6,192+15.4% | Added |
| Martin Currie Ltd | 46,708 | $8.55M | 0.33% | −266−0.6% | Reduced |
| Ironvine Capital Partners, LLC | 47,024 | $8.61M | 0.89% | +1,728+3.8% | Added |
| Verdence Capital Advisors LLC | 47,374 | $8.67M | 0.59% | +6,068+14.7% | Added |
| Taylor Hoffman Capital Management LLC | 47,441 | $8.69M | 2.97% | +1,570+3.4% | Added |
| Avantax Advisory Services, Inc. | 47,454 | $8.69M | 0.05% | +6,368+15.5% | Added |
| Arvest Bank Trust Division | 47,552 | $8.71M | 0.51% | −21,113−30.7% | Reduced |
| Himension Fund | 47,689 | $8.73M | 0.68% | −3,627−7.1% | Reduced |
| Synovus Financial Corp | 48,035 | $8.79M | 0.11% | −74−0.2% | Reduced |
| Level Four Advisory Services, LLC | 48,087 | $8.80M | 0.32% | +6,635+16.0% | Added |
| Capital International Inc | 48,234 | $8.83M | 0.09% | −90,555−65.2% | Reduced |
| TCG Advisory Services, LLC | 48,392 | $8.86M | 0.31% | +35,885+286.9% | Added |
| Soundwatch Capital LLC | 757,663 | $8.89M | 1.88% | +755,731+39,116.5% | Added |
| Davenport & Co LLC | 48,592 | $8.90M | 0.05% | +15,514+46.9% | Added |
| Hartford Investment Management Co | 48,994 | $8.97M | 0.29% | −585−1.2% | Reduced |
| Burney Co | 49,396 | $9.04M | 0.31% | −276−0.6% | Reduced |
| Fiera Capital Corp | 49,529 | $9.07M | 0.03% | +7,356+17.4% | Added |
| Smithbridge Asset Management Inc | 49,829 | $9.12M | 1.59% | −372−0.7% | Reduced |
| Flputnam Investment Management Co | 50,003 | $9.15M | 0.16% | −197−0.4% | Reduced |
| DuPont Capital Management Corp | 50,311 | $9.21M | 0.99% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 50,313 | $9.21M | 2.33% | +50,313 | New |
| Banque Cantonale Vaudoise | 50,347 | $9.22M | 0.38% | +1,623+3.3% | Added |
| Palmer Knight Co | 50,864 | $9.31M | 3.97% | +19,942+64.5% | Added |
| Matrix Asset Advisors Inc | 51,071 | $9.35M | 0.95% | +51,071 | New |
| SFMG, LLC | 51,400 | $9.41M | 0.71% | −473−0.9% | Reduced |
| Generali Investments, Management Co LLC | 52,099 | $9.52M | 2.16% | +40,520+349.9% | Added |
| Kentucky Retirement Systems | 52,162 | $9.55M | 0.28% | −3,417−6.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,482 | $9.61M | 0.39% | +3,016+6.1% | Added |
| Hosking Partners LLP | 52,539 | $9.62M | 0.38% | −1,024−1.9% | Reduced |
| Spinecap SAS | 52,899 | $9.68M | 5.04% | +52,899 | New |
| Greenwich Wealth Management LLC | 53,119 | $9.72M | 0.47% | −260.0% | Reduced |
| Sone Capital Management, LLC | 53,697 | $9.83M | 0.91% | −877−1.6% | Reduced |
| Advisory Services Network, LLC | 54,688 | $9.85M | 0.16% | +8,996+19.7% | Added |
| Bard Financial Services, Inc. | 54,215 | $9.93M | 1.19% | −1,850−3.3% | Reduced |
| Vident Advisory, LLC | 54,315 | $9.94M | 0.11% | −4,280−7.3% | Reduced |
| Mission Wealth Management, LP | 54,404 | $9.96M | 0.22% | +295+0.5% | Added |
| Four Tree Island Advisory LLC | 54,405 | $9.96M | 7.01% | −7,009−11.4% | Reduced |
| Harvest Fund Management Co., Ltd | 54,773 | $10.0M | 0.47% | −14,828−21.3% | Reduced |
| EverSource Wealth Advisors, LLC | 54,787 | $10.0M | 0.45% | +1,820+3.4% | Added |
| William Allan, LLC | 55,228 | $10.1M | 5.89% | +4,569+9.0% | Added |
| Colonial Trust Advisors | 55,424 | $10.1M | 0.84% | −1,202−2.1% | Reduced |
| Advanced Asset Management Advisors Inc | 56,000 | $10.3M | 2.77% | 00.0% | Unchanged |
| Horizon Investments, LLC | 56,039 | $10.3M | 0.16% | +28,147+100.9% | Added |
| Mizuho Securities USA LLC | 56,153 | $10.3M | 0.22% | +56,153 | New |
| Cullen/Frost Bankers, Inc. | 56,835 | $10.4M | 0.13% | +2,214+4.1% | Added |
| Banque Pictet & Cie SA | 57,906 | $10.6M | 0.11% | −2,333−3.9% | Reduced |
| Sava Infond d.o.o. | 58,165 | $10.6M | 1.66% | 00.0% | Unchanged |
| SP Asset Management LLC | 58,741 | $10.8M | 0.89% | +355+0.6% | Added |
| Brinker Capital Investments, LLC | 58,982 | $10.8M | 0.09% | +3,703+6.7% | Added |
| SummitTX Capital, L.P. | 59,051 | $10.8M | 0.48% | +44,870+316.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 59,111 | $10.8M | 0.55% | −1,701−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 59,346 | $10.9M | 0.12% | +247+0.4% | Added |
| Gateway Investment Advisers LLC | 59,458 | $10.9M | 0.12% | −1,555−2.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 59,768 | $10.9M | 0.62% | −166−0.3% | Reduced |
| Kestra Advisory Services, LLC | 60,180 | $11.0M | 0.05% | −1,033−1.7% | Reduced |
| Atria Investments LLC | 60,744 | $11.1M | 0.13% | +8,170+15.5% | Added |
| Jamison Private Wealth Management, Inc. | 60,942 | $11.2M | 1.60% | +470+0.8% | Added |
| Freestone Capital Holdings, LLC | 61,959 | $11.3M | 0.39% | +4,096+7.1% | Added |
| Verition Fund Management LLC | 62,200 | $11.4M | 0.07% | +24,085+63.2% | Added |
| Generate Investment Management Ltd | 62,357 | $11.4M | 0.63% | +24,493+64.7% | Added |
| Saba Capital Management, L.P. | 62,421 | $11.4M | 0.31% | +62,421 | New |
| EP Wealth Advisors, LLC | 62,557 | $11.5M | 0.08% | −5,117−7.6% | Reduced |
| GAM Holding AG | 63,693 | $11.7M | 0.82% | +11,086+21.1% | Added |
| Cullinan Associates Inc | 63,823 | $11.7M | 0.77% | −1,157−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 64,110 | $11.7M | 0.18% | −2,357−3.5% | Reduced |
| F&V Capital Management, LLC | 64,216 | $11.8M | 3.00% | −105−0.2% | Reduced |
| RMB Capital Management, LLC | 65,369 | $12.0M | 0.23% | −753−1.1% | Reduced |
| Moran Wealth Management, LLC | 65,752 | $12.0M | 0.37% | +65,752 | New |
| Holderness Investments Co | 66,497 | $12.2M | 2.62% | +436+0.7% | Added |
| Generali Asset Management SPA SGR | 66,964 | $12.3M | 0.28% | −11,125−14.2% | Reduced |
| Hollencrest Capital Management | 66,975 | $12.3M | 0.52% | +572+0.9% | Added |
| J. Safra Sarasin Holding AG | 67,423 | $12.3M | 0.21% | −3,399−4.8% | Reduced |
| Bogart Wealth, LLC | 67,731 | $12.4M | 0.53% | +9,421+16.2% | Added |
| Shell Asset Management Co | 67,765 | $12.4M | 0.43% | +24,443+56.4% | Added |
| DJE Kapital AG | 67,795 | $12.4M | 0.30% | +13,480+24.8% | Added |
| Norinchukin Bank, The | 68,654 | $12.6M | 0.19% | +4,265+6.6% | Added |
| HRT Financial LP | 68,791 | $12.6M | 0.06% | +22,140+47.5% | Added |
| D.A. Davidson & Co. | 68,806 | $12.6M | 0.09% | +384+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 69,107 | $12.6M | 0.58% | +11,000+18.9% | Added |
| MUFG Securities EMEA plc | 69,401 | $12.7M | 0.58% | +2,401+3.6% | Added |
| Zevenbergen Capital Investments LLC | 70,000 | $12.8M | 0.25% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 70,012 | $12.8M | 0.36% | +6,450+10.1% | Added |
| Oregon Public Employees Retirement Fund | 70,216 | $12.9M | 0.23% | +400+0.6% | Added |
| Investment Management Corp of Ontario | 70,613 | $12.9M | 0.19% | +27,992+65.7% | Added |
| Avanza Fonder AB | 71,997 | $13.2M | 0.39% | −6,120−7.8% | Reduced |
| Gabelli Funds LLC | 72,222 | $13.2M | 0.09% | −80−0.1% | Reduced |
| Capital Investment Counsel, Inc | 72,754 | $13.3M | 1.77% | +153+0.2% | Added |
| Grimes & Company, Inc. | 73,002 | $13.4M | 0.36% | −2,812−3.7% | Reduced |
| Jacobs & Co | 73,126 | $13.4M | 1.33% | +1,310+1.8% | Added |
| CWM, LLC | 73,898 | $13.5M | 0.05% | +8,404+12.8% | Added |
| Isthmus Partners, LLC | 73,951 | $13.5M | 1.58% | +12,419+20.2% | Added |