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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 3 sales; 3,519 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
2,323
+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
777 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: 2,323 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: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,519 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 20263,519$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$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
Capula Management Ltd411$75.2K0.00%−7,806−95.0%Reduced
Essential Partners LLC416$76.2K0.03%+416New
Raleigh Capital Management Inc.419$76.8K0.03%−49−10.5%Reduced
Kimelman & Baird, LLC436$79.9K0.01%00.0%Unchanged
Tortoise Investment Management, LLC437$80.0K0.01%+37+9.3%Added
Rakuten Securities, Inc.439$80.4K0.03%+123+38.9%Added
Beacon Capital Management, LLC441$80.6K0.01%+1+0.2%Added
Princeton Global Asset Management LLC442$80.9K0.01%−1,856−80.8%Reduced
IAG Wealth Partners, LLC443$81.0K0.01%+1+0.2%Added
Hoey Investments, Inc446$81.7K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton456$83.5K0.02%+140+44.3%Added
Hughes Financial Services, LLC505$90.0K0.02%+13+2.6%Added
Asset Dedication, LLC496$90.8K0.01%+52+11.7%Added
Paladin Advisory Group, LLC500$91.5K0.07%00.0%Unchanged
Tradewinds Capital Management, LLC501$91.7K0.02%00.0%Unchanged
Private Wealth Management Group, LLC506$92.6K0.03%−39−7.2%Reduced
BankPlus Trust Department509$93.2K0.03%+500+5,555.6%Added
Bell Investment Advisors, Inc511$93.5K0.02%+42+9.0%Added
Rossby Financial, LCC518$94.8K0.04%−9−1.7%Reduced
Opal Wealth Advisors, LLC529$96.9K0.03%+47+9.8%Added
Quarry LP536$98.1K0.02%+394+277.5%Added
Tobam539$99.0K0.04%+521+2,894.4%Added
Rialto Wealth Management, LLC543$99.4K0.03%+6+1.1%Added
Plante Moran Financial Advisors, LLC548$100.3K0.01%−315−36.5%Reduced
Olistico Wealth, LLC550$100.7K0.06%00.0%Unchanged
Clear Investment Research, LLC555$101.6K0.13%00.0%Unchanged
Alphadyne Asset Management LP561$102.7K0.31%+561New
Kathleen S. Wright Associates Inc.554$103.5K0.04%+1+0.2%Added
TFC Financial Management568$104.0K0.01%−3−0.5%Reduced
NewSquare Capital LLC570$104.3K0.01%+361+172.7%Added
Ransom Advisory, Ltd600$109.8K0.05%00.0%Unchanged
WealthCollab, LLC609$111.5K0.06%+132+27.7%Added
REAP Financial Group, LLC614$112.3K0.03%+332+117.7%Added
Bruce G. Allen Investments, LLC627$114.8K0.09%+193+44.5%Added
Itau Unibanco Holding S.A.862$116.0K0.00%+158+22.4%Added
ORG Wealth Partners, LLC631$116.0K0.03%+573+987.9%Added
Trifecta Capital Advisors, LLC634$116.1K0.02%+27+4.4%Added
CNB Bank636$116.4K0.06%+61+10.6%Added
Rise Advisors, LLC640$117.2K0.05%+131+25.7%Added
Archer Investment Corp646$118.3K0.03%+1+0.2%Added
Bellevue Asset Management, LLC654$119.7K0.06%00.0%Unchanged
Avondale Wealth Management657$120.2K0.07%00.0%Unchanged
Hilltop National Bank665$121.7K0.03%+665New
Hemington Wealth Management670$122.0K0.02%−84−11.1%Reduced
Covestor Ltd677$124.0K0.07%−199−22.7%Reduced
Hennessy Advisors Inc689$126.1K0.00%+689New
Frazier Financial Advisors, LLC697$127.6K0.09%00.0%Unchanged
Hills Bank & Trust Co699$128.0K0.01%−282−28.7%Reduced
GPS Wealth Strategies Group, LLC706$129.2K0.01%+18+2.6%Added
MB, Levis & Associates, LLC711$130.1K0.06%+2+0.3%Added
Caldwell Sutter Capital, Inc.748$136.9K0.06%+2+0.3%Added
LRI Investments, LLC758$138.8K0.01%+218+40.4%Added
Bernard Wealth Management Corp.765$140.0K0.06%−5−0.6%Reduced
Fairscale Capital, LLC783$141.0K0.10%−79−9.2%Reduced
Traub Capital Management LLC772$141.3K0.13%+772New
Ameriflex Group, Inc.781$143.4K0.08%+70+9.8%Added
Motco800$144.0K0.01%+792+9,900.0%Added
Harbor Investment Advisory, LLC789$144.5K0.01%+35+4.6%Added
Birchbrook, Inc.800$146.5K0.08%00.0%Unchanged
1620 Investment Advisors, Inc.819$149.9K0.11%00.0%Unchanged
Murphy & Mullick Capital Management Corp831$150.2K0.12%+50+6.4%Added
Trust Co of Toledo NA831$152.1K0.02%+831New
Center for Financial Planning, Inc.834$152.6K0.02%+263+46.1%Added
AlphaCore Capital LLC837$153.2K0.01%+837New
Sunbelt Securities, Inc.946$153.8K0.01%−1,896−66.7%Reduced
GW&K Investment Management, LLC856$157.0K0.00%+360+72.6%Added
Indiana Trust & Investment Management CO894$163.7K0.05%−456−33.8%Reduced
Private Wealth Asset Management, LLC905$165.6K0.02%−19−2.1%Reduced
Financial Management Professionals, Inc.911$166.8K0.02%−5−0.5%Reduced
Garde Capital, Inc.913$167.1K0.01%00.0%Unchanged
Elgethun Capital Management917$167.9K0.03%00.0%Unchanged
Hanson & Doremus Investment Management916$168.0K0.02%00.0%Unchanged
Financial Perspectives, Inc952$174.3K0.05%00.0%Unchanged
Sound Income Strategies, LLC973$178.1K0.01%+718+281.6%Added
Cetera Trust Company, N.A998$182.7K0.11%00.0%Unchanged
First Pacific Financial1,000$183.1K0.03%−24−2.3%Reduced
Arcadia Investment Management Corp1,000$183.1K0.03%00.0%Unchanged
Avalon Trust Co1,000$183.1K0.01%+842+532.9%Added
Winthrop Capital Management, LLC1,004$184.0K0.05%+1,004New
General Partner, Inc.1,020$186.7K0.11%00.0%Unchanged
Berbice Capital Management LLC1,020$186.7K0.13%00.0%Unchanged
TCTC Holdings, LLC1,047$191.7K0.01%00.0%Unchanged
Cantor Fitzgerald, L. P.1,061$194.2K0.00%+1,061New
Tidemark, LLC1,074$196.6K0.06%+28+2.7%Added
Salem Investment Counselors Inc1,075$196.8K0.01%−50−4.4%Reduced
Biltmore Family Office, LLC1,093$200.1K0.03%+1,093New
Werba Rubin Papier Wealth Management1,093$200.1K0.04%+1,093New
Full Sail Capital, LLC1,099$201.2K0.01%+1,099New
Philip James Wealth Mangement, LLC1,099$201.2K0.03%+1,099New
Satovsky Asset Management LLC1,100$201.3K0.04%+1,100New
Graham Capital Management, L.P.1,100$201.4K0.01%+1,100New
Sculati Wealth Management, LLC1,100$201.4K0.08%+1,100New
Galvin, Gaustad & Stein, LLC1,100$201.4K0.02%+1,100New
Navellier & Associates Inc1,101$201.6K0.02%+1,101New
Apella Capital, LLC1,058$201.9K0.01%+1,058New
Farmers National Bank1,104$202.1K0.05%+1,104New
Linscomb & Williams, Inc.1,104$202.1K0.01%+1,104New
Hobbs Group Advisors, LLC1,104$202.1K0.07%+1,104New
Wealthstream Advisors, Inc.1,105$202.4K0.03%+1,105New
Gerber Kawasaki Wealth & Investment Management1,108$202.9K0.01%+1,108New