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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 74,260 | $13.6M | 0.31% | +1,391+1.9% | Added |
| Longbow Finance SA | 74,411 | $13.6M | 1.45% | +74,411 | New |
| Vinva Investment Management Ltd | 75,032 | $13.7M | 0.37% | +26,960+56.1% | Added |
| Reynders McVeigh Capital Management, LLC | 75,733 | $13.9M | 0.69% | +24,050+46.5% | Added |
| Larson Financial Group LLC | 75,826 | $13.9M | 0.56% | +3,625+5.0% | Added |
| Engineers Gate Manager LP | 76,306 | $14.0M | 0.17% | −58,584−43.4% | Reduced |
| Callahan Advisors, LLC | 76,740 | $14.0M | 1.26% | +1,064+1.4% | Added |
| Brookstone Capital Management | 77,117 | $14.1M | 0.19% | −22,311−22.4% | Reduced |
| Pensionmark Financial Group, LLC | 77,171 | $14.1M | 0.32% | +35,077+83.3% | Added |
| Oppenheimer Asset Management Inc. | 77,178 | $14.1M | 0.16% | +6,704+9.5% | Added |
| Savoie Capital LLC | 77,295 | $14.2M | 1.76% | −10,400−11.9% | Reduced |
| First Citizens Bank & Trust Co | 77,417 | $14.2M | 0.26% | +15,271+24.6% | Added |
| Captrust Financial Advisors | 79,190 | $14.5M | 0.03% | +8,356+11.8% | Added |
| Elo Mutual Pension Insurance Co | 79,424 | $14.5M | 0.30% | −23,462−22.8% | Reduced |
| First Foundation Advisors | 79,536 | $14.6M | 0.54% | −13,994−15.0% | Reduced |
| Cumberland Partners Ltd | 79,961 | $14.6M | 1.02% | −24,439−23.4% | Reduced |
| FRG Family Wealth Advisors LLC | 80,361 | $14.7M | 2.56% | −840−1.0% | Reduced |
| Anchor Capital Advisors LLC | 80,655 | $14.8M | 0.43% | +43,333+116.1% | Added |
| Fisher Funds Management LTD | 81,063 | $14.8M | 0.35% | −9,006−10.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 81,134 | $14.9M | 0.33% | −1,121−1.4% | Reduced |
| QV Investors Inc. | 81,340 | $14.9M | 1.46% | +30,610+60.3% | Added |
| LVM Capital Management Ltd | 81,498 | $14.9M | 1.55% | −440−0.5% | Reduced |
| ABN AMRO Bank N.V. | 82,900 | $15.3M | 0.20% | +5,181+6.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 83,513 | $15.3M | 0.26% | +33,995+68.7% | Added |
| Prime Capital Investment Advisors, LLC | 84,006 | $15.4M | 0.20% | −44,743−34.8% | Reduced |
| Blair William & Co | 84,109 | $15.4M | 0.04% | −682−0.8% | Reduced |
| Soros Capital Management LLC | 84,166 | $15.4M | 4.69% | −2,978−3.4% | Reduced |
| Univest Financial Corp | 85,472 | $15.6M | 0.94% | −1,812−2.1% | Reduced |
| Cornerstone Advisors, LLC | 85,700 | $15.7M | 0.54% | −1,900−2.2% | Reduced |
| Bokf, NA | 86,292 | $15.8M | 0.26% | −2,706−3.0% | Reduced |
| Trillium Asset Management, LLC | 86,358 | $15.8M | 0.43% | +928+1.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 86,909 | $15.9M | 0.05% | +18,641+27.3% | Added |
| Carmel Capital Management L.L.C. | 87,085 | $15.9M | 5.38% | 00.0% | Unchanged |
| Managed Asset Portfolios, LLC | 87,272 | $16.0M | 2.08% | +964+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 87,809 | $16.1M | 0.07% | −3,641−4.0% | Reduced |
| Maple Capital Management, Inc. | 88,441 | $16.2M | 1.11% | +2,673+3.1% | Added |
| Globeflex Capital L P | 88,749 | $16.2M | 1.35% | +88,749 | New |
| Sawgrass Asset Management LLC | 88,983 | $16.3M | 1.85% | −546−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 89,256 | $16.3M | 0.06% | +11,961+15.5% | Added |
| iA Global Asset Management Inc. | 90,172 | $16.5M | 0.25% | −11,389−11.2% | Reduced |
| Brevan Howard Capital Management LP | 90,180 | $16.5M | 0.18% | +34,348+61.5% | Added |
| Citizens Financial Group Inc | 90,630 | $16.6M | 0.27% | +61,562+211.8% | Added |
| Congress Wealth Management LLC | 90,939 | $16.6M | 0.16% | +22,481+32.8% | Added |
| State of Alaska, Department of Revenue | 91,356 | $16.7M | 0.18% | −3,795−4.0% | Reduced |
| Oppenheimer & Co Inc | 92,152 | $16.9M | 0.22% | −5,368−5.5% | Reduced |
| Worldquant Millennium Advisors LLC | 92,343 | $16.9M | 0.08% | −649,516−87.6% | Reduced |
| California First Leasing Corp | 92,836 | $17.0M | 7.07% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 93,158 | $17.1M | 0.18% | −1,340−1.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 95,645 | $17.5M | 0.50% | +88,800+1,297.3% | Added |
| Banco Santander, S.A. | 96,077 | $17.6M | 0.17% | +8,441+9.6% | Added |
| Vivaldi Capital Management, LLC | 98,374 | $18.0M | 2.70% | −4,439−4.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $18.1M | 2.51% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 99,665 | $18.2M | 0.25% | −60,340−37.7% | Reduced |
| Pinnacle Associates Ltd | 99,713 | $18.3M | 0.26% | +2,455+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 101,004 | $18.5M | 0.07% | +88,073+681.1% | Added |
| CCM Investment Advisers LLC | 101,087 | $18.5M | 1.99% | +1,894+1.9% | Added |
| Louisiana State Employees Retirement System | 101,600 | $18.6M | 0.34% | −1,500−1.5% | Reduced |
| Brown Advisory Inc | 101,691 | $18.6M | 0.02% | +7,072+7.5% | Added |
| Yousif Capital Management, LLC | 102,095 | $18.7M | 0.20% | −1,074−1.0% | Reduced |
| Wealthfront Advisers LLC | 102,713 | $18.8M | 0.05% | −8,076−7.3% | Reduced |
| OP Asset Management Ltd | 102,836 | $18.8M | 0.28% | +3,177+3.2% | Added |
| LMCG Investments, LLC | 103,166 | $18.9M | 1.18% | −7,653−6.9% | Reduced |
| Sienna Gestion | 113,221 | $18.9M | 1.30% | +10,468+10.2% | Added |
| Formuepleje A/S | 131,395 | $19.1M | 1.09% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 105,707 | $19.4M | 0.17% | +4,345+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 106,231 | $19.4M | 0.13% | +22,537+26.9% | Added |
| Public Employees Retirement Association of Colorado | 106,459 | $19.5M | 0.08% | −3,333−3.0% | Reduced |
| Stanley Capital Management, LLC | 107,800 | $19.7M | 3.32% | +8,000+8.0% | Added |
| CORDA Investment Management, LLC. | 108,828 | $19.9M | 1.47% | +108,828 | New |
| Marex Group plc | 109,853 | $20.1M | 0.38% | −15,693−12.5% | Reduced |
| Cresset Asset Management, LLC | 110,026 | $20.1M | 0.10% | −1,252−1.1% | Reduced |
| Vestor Capital, LLC | 143,765 | $20.3M | 1.97% | +143,330+32,949.4% | Added |
| Federated Hermes, Inc. | 110,747 | $20.3M | 0.04% | −168,985−60.4% | Reduced |
| Value Aligned Research Advisors, LLC | 110,764 | $20.3M | 0.91% | +53,576+93.7% | Added |
| Shelton Capital Management | 111,012 | $20.3M | 0.47% | −126,799−53.3% | Reduced |
| Willis Investment Counsel | 111,254 | $20.4M | 1.19% | +6,542+6.2% | Added |
| Profund Advisors LLC | 111,381 | $20.4M | 0.73% | +5,828+5.5% | Added |
| First Nebraska Trust Co | 112,514 | $20.6M | 1.97% | −550−0.5% | Reduced |
| NewEdge Wealth, LLC | 112,527 | $20.6M | 0.32% | +2,494+2.3% | Added |
| Eastern Bank | 112,766 | $20.6M | 0.39% | −1,163−1.0% | Reduced |
| Midwest Trust Co | 114,352 | $20.9M | 0.29% | +114,352 | New |
| Beacon Investment Advisory Services, Inc. | 115,002 | $21.1M | 0.93% | −4,321−3.6% | Reduced |
| Hancock Whitney Corp | 115,005 | $21.1M | 0.40% | +1,042+0.9% | Added |
| Empowered Funds, LLC | 115,241 | $21.1M | 0.24% | −19,760−14.6% | Reduced |
| BancorpSouth Bank | 115,246 | $21.1M | 1.39% | +3,265+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,127 | $21.1M | 0.19% | −14,128−10.9% | Reduced |
| Guyasuta Investment Advisors Inc | 115,508 | $21.1M | 1.30% | +1,116+1.0% | Added |
| Penserra Capital Management LLC | 116,381 | $21.3M | 0.30% | +16,789+16.9% | Added |
| Keybank National Association | 116,860 | $21.4M | 0.08% | −116−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 117,223 | $21.5M | 0.61% | +538+0.5% | Added |
| Distillate Capital Partners LLC | 118,159 | $21.6M | 1.16% | −41,882−26.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 118,354 | $21.7M | 0.08% | +112,874+2,059.7% | Added |
| Sit Investment Associates Inc | 118,786 | $21.7M | 0.46% | −1,493−1.2% | Reduced |
| Summit Street Capital Management, LLC | 119,159 | $21.8M | 3.60% | −9,924−7.7% | Reduced |
| Ethic Inc. | 119,638 | $21.9M | 0.39% | +4,898+4.3% | Added |
| South Dakota Investment Council | 119,771 | $21.9M | 0.42% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 120,255 | $22.0M | 7.75% | +360.0% | Added |
| Steward Partners Investment Advisory, LLC | 121,045 | $22.2M | 0.17% | +19,162+18.8% | Added |
| Jones Financial Companies LLLP | 121,092 | $22.2M | 0.02% | +75,603+166.2% | Added |
| Mediolanum International Funds Ltd | 121,919 | $22.3M | 0.27% | −81,378−40.0% | Reduced |