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 |
|---|---|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 256,877 | $47.0M | 0.69% | 00.0% | Unchanged |
| Creative Planning | 258,780 | $47.4M | 0.04% | +33,652+14.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 260,000 | $47.6M | 0.57% | −1300.0% | Reduced |
| CBOE Vest Financial, LLC | 261,605 | $47.9M | 0.68% | +38,127+17.1% | Added |
| Forsta Ap-Fonden | 264,100 | $48.3M | 0.32% | +19,000+7.8% | Added |
| Cetera Investment Advisers | 266,168 | $48.7M | 0.08% | +13,125+5.2% | Added |
| MML Investors Services, LLC | 266,220 | $48.7M | 0.14% | +49,213+22.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 255,575 | $48.8M | 0.08% | +28,625+12.6% | Added |
| Cerity Partners LLC | 268,579 | $49.2M | 0.09% | +22,269+9.0% | Added |
| Voya Investment Management LLC | 269,819 | $49.4M | 0.05% | −300,244−52.7% | Reduced |
| State of Michigan Retirement System | 273,355 | $50.0M | 0.26% | +1,800+0.7% | Added |
| State of New Jersey Common Pension Fund D | 273,587 | $50.1M | 0.19% | −4,540−1.6% | Reduced |
| Grassi Investment Management | 273,851 | $50.1M | 3.99% | −1,050−0.4% | Reduced |
| QRG Capital Management, Inc. | 275,753 | $50.5M | 0.44% | −18,835−6.4% | Reduced |
| Country Trust Bank | 279,858 | $51.2M | 1.15% | +279,844+1,998,885.7% | Added |
| Candriam Luxembourg S.C.A. | 281,482 | $51.5M | 0.30% | −68,359−19.5% | Reduced |
| State of Tennessee, Treasury Department | 284,986 | $52.2M | 0.19% | −8,200−2.8% | Reduced |
| ASR Vermogensbeheer N.V. | 287,323 | $52.6M | 0.68% | −6,747−2.3% | Reduced |
| Virginia Retirement Systems Et Al | 287,630 | $52.7M | 0.36% | +30,500+11.9% | Added |
| Fisher Asset Management, LLC | 289,993 | $53.1M | 0.02% | −132,220−31.3% | Reduced |
| Mariner, LLC | 291,013 | $53.3M | 0.08% | +17,940+6.6% | Added |
| M&T Bank Corp | 295,042 | $54.0M | 0.19% | +5,653+2.0% | Added |
| Nissay Asset Management Corp | 295,862 | $54.2M | 0.32% | −7,403−2.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 296,127 | $54.2M | 0.27% | +10,022+3.5% | Added |
| Mn Services Vermogensbeheer B.V. | 303,762 | $55.6M | 0.39% | −700−0.2% | Reduced |
| Bank of Nova Scotia | 304,592 | $55.8M | 0.11% | −338,099−52.6% | Reduced |
| Earnest Partners LLC | 308,971 | $56.6M | 0.25% | +2,896+0.9% | Added |
| Assetmark, Inc | 312,618 | $57.2M | 0.14% | +69,303+28.5% | Added |
| NorthCrest Asset Manangement, LLC | 303,305 | $57.9M | 1.56% | −429−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $58.1M | 2.07% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 321,120 | $58.8M | 1.18% | −9,931−3.0% | Reduced |
| Ossiam | 323,313 | $59.2M | 0.67% | +31,077+10.6% | Added |
| Silvercrest Asset Management Group LLC | 324,788 | $59.5M | 0.40% | +195,043+150.3% | Added |
| Tocqueville Asset Management L.P. | 328,814 | $60.2M | 0.92% | −45,203−12.1% | Reduced |
| Swiss Life Asset Management Ltd | 329,484 | $60.3M | 0.36% | +62,679+23.5% | Added |
| Whittier Trust Co | 330,861 | $60.6M | 0.73% | −1,067−0.3% | Reduced |
| Handelsbanken Fonder AB | 335,884 | $61.5M | 0.22% | −13,178−3.8% | Reduced |
| Teacher Retirement System of Texas | 335,893 | $61.5M | 0.26% | −23,193−6.5% | Reduced |
| Cornerstone Investment Partners, LLC | 345,494 | $63.2M | 2.79% | +45,474+15.2% | Added |
| Crestwood Advisors Group LLC | 347,621 | $63.6M | 1.14% | −3,023−0.9% | Reduced |
| CIBC Asset Management Inc | 351,371 | $64.3M | 0.20% | −93,432−21.0% | Reduced |
| Panagora Asset Management Inc | 351,817 | $64.4M | 0.29% | +8,599+2.5% | Added |
| Asset Management One Co.,Ltd. | 355,531 | $65.1M | 0.20% | +13,085+3.8% | Added |
| Commonwealth Equity Services, LLC | 358,786 | $65.7M | 0.09% | +584+0.2% | Added |
| CI Private Wealth, LLC | 358,838 | $65.7M | 0.10% | −4,322−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 363,908 | $66.6M | 0.22% | −7,433−2.0% | Reduced |
| Sound Shore Management Inc | 364,517 | $66.7M | 2.27% | +364,517 | New |
| KLP Kapitalforvaltning AS | 372,041 | $68.1M | 0.29% | +12,200+3.4% | Added |
| UniSuper Management Pty Ltd | 372,533 | $68.2M | 0.46% | −26,584−6.7% | Reduced |
| Andra AP-fonden | 373,933 | $68.5M | 0.95% | +13,200+3.7% | Added |
| Treasurer of the State of North Carolina | 379,324 | $69.4M | 0.22% | −52,630−12.2% | Reduced |
| RDST Capital LLC | 384,660 | $70.4M | 7.04% | +55,010+16.7% | Added |
| Toronto Dominion Bank | 387,294 | $70.9M | 0.15% | −61,988−13.8% | Reduced |
| Capital Advisors Inc | 403,850 | $70.9M | 1.27% | +42,413+11.7% | Added |
| SG Americas Securities, LLC | 396,402 | $72.6M | 0.32% | +389,268+5,456.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 408,345 | $74.8M | 0.18% | +9,436+2.4% | Added |
| Millennium Management LLC | 408,646 | $74.8M | 0.07% | −1,525,158−78.9% | Reduced |
| Susquehanna International Group, LLP | 415,359 | $76.0M | 0.12% | −473,334−53.3% | Reduced |
| APG Asset Management N.V. | 488,600 | $76.2M | 0.23% | −406,196−45.4% | Reduced |
| Truist Financial Corp | 422,130 | $77.3M | 0.11% | −206,496−32.8% | Reduced |
| SEI Investments Co | 422,694 | $77.4M | 0.09% | +116,588+38.1% | Added |
| Zurich Insurance Group Ltd | 429,683 | $78.7M | 0.61% | +286,488+200.1% | Added |
| Bristol Gate Capital Partners Inc. | 430,741 | $78.9M | 4.48% | −98,778−18.7% | Reduced |
| HighTower Advisors, LLC | 431,228 | $78.9M | 0.10% | −57,285−11.7% | Reduced |
| Massachusetts Financial Services Co | 434,412 | $79.5M | 0.03% | −360,019−45.3% | Reduced |
| State of Wisconsin Investment Board | 446,332 | $81.7M | 0.20% | −22,386−4.8% | Reduced |
| Fort Washington Investment Advisors Inc | 453,476 | $83.0M | 0.48% | +9,636+2.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 456,535 | $83.5M | 0.36% | −92,653−16.9% | Reduced |
| Qube Research & Technologies Ltd | 458,432 | $83.9M | 0.12% | −2,549,806−84.8% | Reduced |
| Schroder Investment Management Group | 458,540 | $83.9M | 0.07% | +955+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 465,980 | $85.3M | 0.25% | +3,328+0.7% | Added |
| Retirement Systems of Alabama | 472,694 | $86.5M | 0.31% | −5,610−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 506,215 | $89.2M | 0.88% | +198,002+64.2% | Added |
| Fifth Third Bancorp | 490,447 | $89.8M | 0.31% | −70,979−12.6% | Reduced |
| ING Groep NV | 492,773 | $90.2M | 0.55% | +38,978+8.6% | Added |
| Argent Capital Management LLC | 497,258 | $91.0M | 2.60% | −2,320−0.5% | Reduced |
| Guggenheim Capital LLC | 498,686 | $91.3M | 0.74% | +40,383+8.8% | Added |
| The PNC Financial Services Group, Inc. | 500,670 | $91.7M | 0.06% | +24,700+5.2% | Added |
| Achmea Investment Management B.V. | 501,587 | $91.8M | 1.18% | +35,437+7.6% | Added |
| 1832 Asset Management L.P. | 506,744 | $92.8M | 0.16% | +57,500+12.8% | Added |
| Woodline Partners LP | 517,962 | $94.8M | 0.50% | −294,016−36.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 532,194 | $97.4M | 0.07% | +59,334+12.5% | Added |
| XN LP | 546,142 | $100.0M | 3.49% | +36,882+7.2% | Added |
| Nisa Investment Advisors, LLC | 549,607 | $100.6M | 0.45% | −93,037−14.5% | Reduced |
| Man Group plc | 554,941 | $101.6M | 0.22% | +68,915+14.2% | Added |
| Rockefeller Capital Management L.P. | 558,305 | $102.2M | 0.22% | +94,337+20.3% | Added |
| Glenmede Investment Management, LP | 561,470 | $102.8M | 0.52% | +561,470 | New |
| Findlay Park Partners LLP | 564,400 | $103.3M | 1.07% | −20,300−3.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 568,779 | $104.1M | 0.11% | −421,695−42.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 571,617 | $104.6M | 2.19% | +79,043+16.0% | Added |
| Boston Trust Walden Corp | 585,296 | $107.2M | 0.76% | +20,403+3.6% | Added |
| Nomura Asset Management Co Ltd | 587,716 | $107.6M | 0.30% | −279,100−32.2% | Reduced |
| Raiffeisen Bank International AG | 588,150 | $107.7M | 1.60% | +82,818+16.4% | Added |
| Intermede Investment Partners Ltd | 593,530 | $108.7M | 3.35% | −30,826−4.9% | Reduced |
| Korea Investment CORP | 606,426 | $111.0M | 0.25% | −7,849−1.3% | Reduced |
| Erste Asset Management GmbH | 607,072 | $111.2M | 0.93% | +95,752+18.7% | Added |
| Aviva PLC | 614,778 | $112.5M | 0.23% | −3,888−0.6% | Reduced |
| US Bancorp | 619,973 | $113.5M | 0.14% | −11,336−1.8% | Reduced |
| Storebrand Asset Management AS | 638,262 | $116.8M | 0.34% | −48,545−7.1% | Reduced |
| Jupiter Asset Management Ltd | 652,234 | $119.4M | 1.00% | +652,234 | New |