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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 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
2,323
+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: 3,520 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 20263,520$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
Lee Danner & Bass Inc1,558$285.2K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,558$285.2K0.05%−462−22.9%Reduced
Whelan Financial1,558$285.2K0.10%−7−0.4%Reduced
Sebold Capital Management, Inc.1,558$285.2K0.18%−474−23.3%Reduced
PBMares Wealth Management LLC1,562$286.0K0.05%−1−0.1%Reduced
Breakwater Capital Group1,562$286.0K0.05%00.0%Unchanged
MBB Public Markets I LLC1,565$286.5K0.03%−369−19.1%Reduced
Redwood Financial Network Corp1,567$286.9K0.19%−109−6.5%Reduced
Farmers & Merchants Investments Inc1,569$287.2K0.01%00.0%Unchanged
Wedge Capital Management L L P1,572$287.8K0.01%−70−4.3%Reduced
Washington Trust Co1,573$288.0K0.01%+17+1.1%Added
Southland Equity Partners LLC1,573$288.0K0.06%−101−6.0%Reduced
Mill Creek Capital Advisors, LLC1,574$288.2K0.01%−240−13.2%Reduced
McAdam, LLC1,574$288.2K0.02%+1,574New
Vantage Point Financial LLC1,576$288.6K0.13%+23+1.5%Added
Hapanowicz & Associates Financial Services, Inc1,577$288.7K0.15%+1,577New
Chapin Davis, Inc.1,578$288.9K0.08%−3−0.2%Reduced
Quantum Private Wealth, LLC1,586$290.3K0.09%00.0%Unchanged
Sargent Investment Group, LLC1,631$290.5K0.04%+76+4.9%Added
Sunpointe, LLC1,587$290.6K0.12%−147−8.5%Reduced
Center For Asset Management LLC1,777$290.9K0.18%+4+0.2%Added
Planned Solutions, Inc.1,590$291.1K0.11%+1,590New
Up Strategic Wealth Investment Advisors LLC1,590$291.1K0.23%+1,590New
Fortress Wealth Group, LLC1,593$291.2K0.14%+18+1.1%Added
Trinity Legacy Partners, LLC1,497$291.7K0.07%+2+0.1%Added
Principal Street Partners, LLC1,596$292.2K0.03%+1,596New
Empirical Asset Management, LLC1,599$292.7K0.09%+1,599New
WealthShield Partners, LLC1,599$292.7K0.04%+1,599New
Hodges Capital Management Inc.1,600$292.9K0.03%−25−1.5%Reduced
Libra Wealth LLC1,600$292.9K0.10%00.0%Unchanged
Root Financial Partners, LLC1,600$292.9K0.03%+218+15.8%Added
Payden & Rygel1,600$293.0K0.02%00.0%Unchanged
Encompass Wealth Advisors, LLC1,601$293.0K0.11%+53+3.4%Added
Arlington Trust Co LLC1,607$294.2K0.06%+86+5.7%Added
Pension & Wealth Management Advisors, Inc.1,609$294.7K0.10%00.0%Unchanged
Ariadne Wealth Management, LP1,551$294.7K0.14%+38+2.5%Added
Keyvantage Wealth, LLC1,610$294.8K0.13%−82−4.8%Reduced
Wealth Management Associates, Inc.1,618$296.2K0.12%+84+5.5%Added
Broyhill Asset Management1,620$296.6K0.27%00.0%Unchanged
Novak & Powell Financial Services, Inc.1,624$297.4K0.21%−49−2.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,625$297.5K0.00%−27,565−94.4%Reduced
LCNB Corp1,628$298.0K0.10%−12−0.7%Reduced
Morningstar Investment Management LLC1,632$299.0K0.03%+1,632New
Corton Capital Inc.1,636$299.5K0.35%+1,636New
Oarsman Capital, Inc.1,638$299.9K0.05%+225+15.9%Added
Mindset Wealth Management, LLC1,640$300.3K0.10%00.0%Unchanged
Moller Financial Services1,644$301.0K0.07%+1,644New
OneAscent Financial Services LLC1,642$301.0K0.02%−1,258−43.4%Reduced
Bank of Hawaii1,647$301.5K0.02%−103−5.9%Reduced
Mainstream Capital Management LLC1,648$301.7K0.22%00.0%Unchanged
Mosaic Financial Group, LLC1,650$302.0K0.23%00.0%Unchanged
Portland Global Advisors LLC1,655$303.0K0.04%+24+1.5%Added
Redwood Wealth Management Group, LLC1,660$303.8K0.14%−168−9.2%Reduced
Fullcircle Wealth LLC1,664$304.2K0.11%00.0%Unchanged
Prakash Investment Advisors LLC2,100$304.8K0.34%00.0%Unchanged
Elevatus Welath Management1,671$305.9K0.10%−106−6.0%Reduced
Fi3 FINANCIAL ADVISORS, LLC1,684$308.3K0.11%+1,684New
Arrow Financial Corp1,685$308.5K0.03%00.0%Unchanged
Cyndeo Wealth Partners, LLC1,686$308.7K0.02%−92−5.2%Reduced
SCS Capital Management LLC1,687$308.8K0.00%−11−0.6%Reduced
Quantum Financial Advisors, LLC1,688$309.0K0.04%00.0%Unchanged
Financial Advocates Investment Management1,690$309.3K0.03%−760−31.0%Reduced
Welch Group, LLC1,691$309.5K0.01%+20+1.2%Added
Aprio Wealth Management, LLC1,694$310.1K0.03%+146+9.4%Added
River Wealth Advisors LLC1,699$310.9K0.04%+146+9.4%Added
Cohen & Steers, Inc.1,700$311.0K0.00%−372−18.0%Reduced
Red Door Wealth Management, LLC1,708$312.7K0.04%+163+10.6%Added
RMR Wealth Builders1,713$313.6K0.03%+12+0.7%Added
Two Sigma Securities, LLC1,717$314.3K0.04%−6,440−79.0%Reduced
Ellis Investment Partners, LLC1,718$314.5K0.06%+4+0.2%Added
Icon Wealth Advisors, LLC1,721$315.1K0.02%−187−9.8%Reduced
Darwin Advisors, LLC1,722$315.3K0.11%−50−2.8%Reduced
TFB Advisors LLC1,728$316.3K0.08%+139+8.7%Added
Berger Financial Group, Inc1,729$316.5K0.02%−157−8.3%Reduced
Axiom Financial Strategies, LLC1,735$317.6K0.18%+188+12.2%Added
Wall Street Financial Group, Inc.1,736$317.8K0.29%+1,736New
ODonnell Financial Services, LLC1,737$318.0K0.12%+1+0.1%Added
Teza Capital Management LLC1,738$318.2K0.24%−419−19.4%Reduced
B&L Asset Management LLC1,744$319.3K0.18%00.0%Unchanged
Capital Management Associates, Inc1,744$319.4K0.10%−1,736−49.9%Reduced
Stanley-Laman Group, Ltd.1,750$320.4K0.05%−975−35.8%Reduced
Osborne Partners Capital Management, LLC1,759$322.0K0.02%−260−12.9%Reduced
Sheets Smith Wealth Management1,765$323.2K0.04%−4−0.2%Reduced
Silver Oak Securities, Inc1,766$323.4K0.03%+260+17.3%Added
Orca Wealth Management, LLC1,775$325.0K0.27%−9−0.5%Reduced
Thrive Wealth Management, LLC1,778$325.5K0.05%−41−2.3%Reduced
King Luther Capital Management Corp1,778$325.5K0.00%−208−10.5%Reduced
Sage Rhino Capital LLC1,780$325.9K0.07%+82+4.8%Added
Continuum Advisory, LLC1,787$327.1K0.04%+173+10.7%Added
Clarity Wealth Advisors, LLC1,790$327.7K0.08%00.0%Unchanged
Five Oceans Advisors1,792$328.1K0.14%−17−0.9%Reduced
American Trust1,795$328.6K0.03%+1,795New
Braun-Bostich & Associates Inc.1,798$329.2K0.22%+13+0.7%Added
BLB&B Advisors, LLC1,800$329.5K0.02%−212−10.5%Reduced
Nicolet Bankshares Inc1,800$329.5K0.06%−114−6.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,800$329.5K0.11%+148+9.0%Added
West Family Investments, Inc.1,803$330.1K0.09%+1,803New
Capital Advisors Wealth Management, LLC1,805$330.5K0.05%+30+1.7%Added
Alteri Wealth LLC1,808$331.1K0.13%−64−3.4%Reduced
Fulton Breakefield Broenniman LLC1,821$333.4K0.02%+216+13.5%Added