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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 653,681 | $119.7M | 0.19% | −464,988−41.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 654,667 | $119.8M | 0.23% | −156,774−19.3% | Reduced |
| New York State Teachers Retirement System | 663,741 | $121.5M | 0.25% | −29,722−4.3% | Reduced |
| Prudential Financial Inc | 667,143 | $122.1M | 0.16% | +25,878+4.0% | Added |
| AXA S.A. | 681,221 | $124.7M | 0.36% | +16,676+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 681,980 | $124.8M | 0.30% | −80,458−10.6% | Reduced |
| Westfield Capital Management Co LP | 694,431 | $127.1M | 0.53% | +689,272+13,360.6% | Added |
| D. E. Shaw & Co., Inc. | 707,093 | $129.4M | 0.13% | −2,537,867−78.2% | Reduced |
| Harding Loevner LP | 712,217 | $130.4M | 0.88% | +9,037+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 721,746 | $132.1M | 0.56% | +68,590+10.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 728,053 | $133.3M | 0.46% | +8,288+1.2% | Added |
| Janus Henderson Group PLC | 729,092 | $133.5M | 0.07% | −263,266−26.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 731,711 | $134.0M | 0.31% | +6,762+0.9% | Added |
| Standard Life Aberdeen plc | 736,368 | $135.9M | 0.23% | +51,614+7.5% | Added |
| State Board of Administration of Florida Retirement System | 777,276 | $142.3M | 0.25% | −17,350−2.2% | Reduced |
| LPL Financial LLC | 783,450 | $143.4M | 0.05% | +76,754+10.9% | Added |
| Adage Capital Partners GP, L.L.C. | 806,126 | $147.6M | 0.25% | +8,000+1.0% | Added |
| CapitalatWork S.A. | 806,659 | $147.7M | 4.48% | +38,156+5.0% | Added |
| DekaBank Deutsche Girozentrale | 816,742 | $148.9M | 0.27% | +25,712+3.3% | Added |
| Danske Bank A/S | 816,550 | $149.5M | 0.37% | +24,853+3.1% | Added |
| Vontobel Holding Ltd. | 830,898 | $152.1M | 0.50% | −98,912−10.6% | Reduced |
| Thrivent Financial for Lutherans | 847,021 | $155.1M | 0.34% | −67,475−7.4% | Reduced |
| KBC Group NV | 851,755 | $155.9M | 0.42% | −406,862−32.3% | Reduced |
| Macquarie Group Ltd | 864,553 | $158.3M | 0.19% | −77,113−8.2% | Reduced |
| Bank of Montreal | 872,115 | $159.7M | 0.08% | −125,644−12.6% | Reduced |
| Abrams Bison Investments, LLC | 875,000 | $160.2M | 14.94% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 876,669 | $160.5M | 0.37% | −101,433−10.4% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $163.9M | 0.48% | 00.0% | Unchanged |
| Stifel Financial Corp | 908,480 | $166.3M | 0.16% | +18,842+2.1% | Added |
| Natixis Advisors, L.P. | 939,107 | $171.9M | 0.27% | +154,728+19.7% | Added |
| Neuberger Berman Group LLC | 939,658 | $172.0M | 0.13% | −142,203−13.1% | Reduced |
| Manufacturers Life Insurance Company, The | 971,653 | $177.9M | 0.16% | −163,247−14.4% | Reduced |
| Principal Financial Group Inc | 1,020,638 | $186.8M | 0.10% | −57,239−5.3% | Reduced |
| New York State Common Retirement Fund | 1,077,482 | $197.3M | 0.26% | −7,098−0.7% | Reduced |
| AQR Capital Management LLC | 1,094,577 | $200.2M | 0.17% | +410,355+60.0% | Added |
| Brown Brothers Harriman & Co | 1,122,822 | $205.6M | 1.32% | +315,781+39.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,149,316 | $210.4M | 0.37% | +135,810+13.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,314 | $210.6M | 0.63% | −9,046−0.8% | Reduced |
| Envestnet Asset Management Inc | 1,194,181 | $218.6M | 0.06% | −345,254−22.4% | Reduced |
| Employees Provident Fund Board | 1,196,781 | $219.1M | 1.89% | +300,000+33.5% | Added |
| Robeco Institutional Asset Management B.V. | 1,202,539 | $220.1M | 0.36% | +546,243+83.2% | Added |
| Raymond James Financial Inc | 1,204,263 | $220.5M | 0.08% | +13,762+1.2% | Added |
| Maj Invest Holding A/S | 1,243,658 | $227.7M | 7.97% | +370,967+42.5% | Added |
| Ensign Peak Advisors, Inc | 1,262,058 | $231.0M | 0.40% | +119,844+10.5% | Added |
| UBS Asset Management Americas Inc | 1,272,907 | $233.0M | 0.05% | +42,650+3.5% | Added |
| Russell Investments Group, Ltd. | 1,274,596 | $233.4M | 0.30% | +502,985+65.2% | Added |
| National Bank of Canada | 1,293,718 | $236.8M | 0.26% | +262,959+25.5% | Added |
| Epoch Investment Partners, Inc. | 1,300,943 | $238.2M | 1.23% | +28,773+2.3% | Added |
| California State Teachers Retirement System | 1,301,279 | $238.2M | 0.26% | −793−0.1% | Reduced |
| Impax Asset Management Group plc | 1,339,357 | $244.4M | 1.41% | −256,289−16.1% | Reduced |
| Great West Life Assurance Co | 1,387,850 | $254.5M | 0.40% | +123,911+9.8% | Added |
| ProShare Advisors LLC | 1,409,064 | $258.0M | 0.51% | +54,419+4.0% | Added |
| Rhumbline Advisers | 1,509,499 | $276.3M | 0.24% | −86,312−5.4% | Reduced |
| TD Asset Management Inc | 1,530,957 | $280.3M | 0.24% | +13,014+0.9% | Added |
| Bessemer Group Inc | 1,581,298 | $289.5M | 0.47% | +524,523+49.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,642,443 | $300.7M | 0.24% | +100,444+6.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $301.8M | 1.42% | +321,000+24.2% | Added |
| LSV Asset Management | 1,650,742 | $302.2M | 0.71% | +574,216+53.3% | Added |
| Menora Mivtachim Holdings Ltd. | 1,695,664 | $310.4M | 1.79% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,732,015 | $317.1M | 0.65% | +1,397,217+417.3% | Added |
| Canada Pension Plan Investment Board | 1,734,550 | $317.5M | 0.27% | +508,146+41.4% | Added |
| Primecap Management Co | 1,750,026 | $320.4M | 0.25% | −704,344−28.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,750,242 | $320.4M | 0.64% | +526,042+43.0% | Added |
| Wells Fargo & Company | 1,919,582 | $351.4M | 0.08% | −49,715−2.5% | Reduced |
| Assenagon Asset Management S.A. | 2,024,265 | $370.6M | 0.59% | +174,312+9.4% | Added |
| National Pension Service | 2,201,543 | $403.0M | 0.35% | +290,372+15.2% | Added |
| Nordea Investment Management AB | 2,329,966 | $427.3M | 0.40% | +48,294+2.1% | Added |
| California Public Employees Retirement System | 2,380,485 | $435.8M | 0.28% | +850,552+55.6% | Added |
| Swiss National Bank | 2,459,400 | $450.2M | 0.27% | +164,500+7.2% | Added |
| Flossbach Von Storch AG | 2,461,720 | $450.7M | 1.84% | +254,502+11.5% | Added |
| HSBC Holdings PLC | 2,494,755 | $457.1M | 0.29% | −151,530−5.7% | Reduced |
| Rafferty Asset Management, LLC | 2,502,036 | $458.0M | 1.51% | +706,939+39.4% | Added |
| Naya Capital Management UK Ltd | 2,706,855 | $495.5M | 38.00% | +308,292+12.9% | Added |
| First Manhattan Co | 2,808,455 | $514.1M | 1.45% | −280,169−9.1% | Reduced |
| Dimensional Fund Advisors LP | 2,822,649 | $516.8M | 0.12% | −77,411−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,844,760 | $520.8M | 0.32% | +101,721+3.7% | Added |
| Pictet Asset Management Holding SA | 2,920,633 | $534.7M | 0.54% | −237,159−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,936,996 | $537.7M | 0.42% | −1,667,395−36.2% | Reduced |
| Allianz Asset Management GmbH | 2,951,217 | $540.3M | 0.72% | −570,275−16.2% | Reduced |
| First Trust Advisors LP | 2,956,722 | $541.3M | 0.44% | +148,100+5.3% | Added |
| Cantillon Capital Management LLC | 2,983,740 | $546.2M | 3.16% | −86,690−2.8% | Reduced |
| Victory Capital Management Inc | 3,181,474 | $590.6M | 0.38% | +1,775,239+126.2% | Added |
| Royal Bank of Canada | 3,303,614 | $604.8M | 0.12% | +742,016+29.0% | Added |
| Citigroup Inc | 3,323,777 | $608.5M | 0.42% | −228,073−6.4% | Reduced |
| Parnassus Investments | 3,338,954 | $611.3M | 1.41% | −65,660−1.9% | Reduced |
| Boston Partners | 3,536,507 | $646.9M | 0.72% | +1,190,864+50.8% | Added |
| Franklin Resources Inc | 3,577,798 | $655.0M | 0.17% | −153,039−4.1% | Reduced |
| Lazard Asset Management LLC | 3,717,354 | $680.5M | 0.94% | +105,545+2.9% | Added |
| Capital International Investors | 3,737,399 | $684.2M | 0.12% | −9,160,845−71.0% | Reduced |
| Swedbank AB | 3,768,551 | $689.9M | 0.78% | +3,768,551 | New |
| Capital World Investors | 3,918,271 | $717.3M | 0.10% | −8,288,582−67.9% | Reduced |
| Barclays PLC | 4,004,492 | $733.1M | 0.29% | +289,899+7.8% | Added |
| American Century Companies Inc | 4,285,879 | $784.6M | 0.43% | −156,898−3.5% | Reduced |
| Capital Research Global Investors | 4,572,490 | $837.1M | 0.17% | +3,802,187+493.6% | Added |
| UBS Group AG | 4,766,535 | $872.6M | 0.18% | −1,029,171−17.8% | Reduced |
| Charles Schwab Investment Management Inc | 4,873,162 | $892.1M | 0.15% | +70,698+1.5% | Added |
| Davis Selected Advisers | 4,957,593 | $907.6M | 4.85% | −35,579−0.7% | Reduced |
| EdgePoint Investment Group Inc. | 4,991,467 | $913.8M | 6.91% | +172,563+3.6% | Added |
| FMR LLC | 5,063,596 | $927.0M | 0.05% | −4,034,469−44.3% | Reduced |
| JPMorgan Chase & Co | 5,225,830 | $956.7M | 0.07% | +1,253,129+31.5% | Added |