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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 2,203 | $403.3K | 0.17% | +395+21.8% | Added |
| Hoxton Planning & Management, LLC | 2,212 | $405.0K | 0.14% | +156+7.6% | Added |
| Spinnaker Investment Group, LLC | 2,217 | $405.9K | 0.10% | −24−1.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,237 | $409.5K | 0.39% | +359+19.1% | Added |
| Gallacher Capital Management LLC | 2,238 | $409.7K | 0.19% | +2,238 | New |
| Keebeck Wealth Management, LLC | 2,248 | $411.5K | 0.05% | +185+9.0% | Added |
| RW Investment Management LLC | 2,250 | $411.9K | 0.05% | −26−1.1% | Reduced |
| Pettee Investors, Inc. | 2,250 | $411.9K | 0.25% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,251 | $412.1K | 0.02% | +697+44.9% | Added |
| Caitlin John, LLC | 2,255 | $412.8K | 0.38% | −5,378−70.5% | Reduced |
| Valmark Advisers, Inc. | 2,259 | $413.6K | 0.01% | +393+21.1% | Added |
| Wallace Advisory Group, LLC | 2,854 | $414.2K | 0.30% | +600+26.6% | Added |
| Pinnacle Bancorp, Inc. | 2,271 | $415.8K | 0.13% | +70+3.2% | Added |
| Midwest Financial Group LLC | 2,273 | $416.2K | 0.22% | 00.0% | Unchanged |
| BIT Capital GmbH | 2,282 | $417.8K | 0.03% | −338−12.9% | Reduced |
| Opes Wealth Management LLC | 2,282 | $417.8K | 0.07% | −230−9.2% | Reduced |
| Cahill Financial Advisors Inc | 2,284 | $418.2K | 0.05% | −48−2.1% | Reduced |
| Haven Private, LLC | 2,296 | $420.3K | 0.19% | +2,296 | New |
| Affinity Investment Advisors, LLC | 2,298 | $420.7K | 0.32% | −5,848−71.8% | Reduced |
| Peoples Bank | 2,300 | $421.1K | 0.26% | −65−2.7% | Reduced |
| Telos Capital Management, Inc. | 2,306 | $422.2K | 0.04% | −49−2.1% | Reduced |
| Financial Advisory Corp | 2,309 | $423.0K | 0.13% | +2,309 | New |
| Evexia Wealth LLC | 2,251 | $428.6K | 0.13% | +456+25.4% | Added |
| TruNorth Capital Management, LLC | 2,342 | $428.8K | 0.10% | −20−0.8% | Reduced |
| DLK Investment Management, LLC | 2,350 | $430.2K | 0.16% | +14+0.6% | Added |
| BridgePort Financial Solutions, LLC | 2,353 | $430.8K | 0.14% | +64+2.8% | Added |
| Paradigm Financial Partners, LLC | 2,355 | $431.1K | 0.05% | +166+7.6% | Added |
| Birchcreek Wealth Management, LLC | 2,363 | $432.6K | 0.25% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,376 | $435.0K | 0.04% | +14+0.6% | Added |
| Martin Capital Advisors, LLP | 2,379 | $435.6K | 0.28% | +400+20.2% | Added |
| Capital Analysts, LLC | 2,379 | $436.0K | 0.01% | −33−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,382 | $436.1K | 0.01% | +461+24.0% | Added |
| Forza Wealth Management, LLC | 2,392 | $437.9K | 0.18% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 2,398 | $439.0K | 0.21% | +2,398 | New |
| Fukoku Mutual Life Insurance Co | 2,398 | $439.0K | 0.03% | −115−4.6% | Reduced |
| Principle Wealth Partners LLC | 2,406 | $440.5K | 0.03% | −1,390−36.6% | Reduced |
| First Heartland Consultants, Inc. | 2,414 | $442.0K | 0.04% | −385−13.8% | Reduced |
| Vaughan David Investments LLC | 2,420 | $443.0K | 0.01% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 2,431 | $445.0K | 0.08% | −103−4.1% | Reduced |
| Cromwell Holdings LLC | 2,432 | $445.2K | 0.27% | −108−4.3% | Reduced |
| Boston Common Asset Management, LLC | 2,436 | $446.0K | 0.01% | −17,691−87.9% | Reduced |
| Pinnacle Financial Partners Inc | 2,436 | $446.0K | 0.01% | +121+5.2% | Added |
| Capital Advantage, Inc. | 2,436 | $446.0K | 0.07% | −42−1.7% | Reduced |
| Integrity Alliance, LLC. | 2,447 | $448.0K | 0.02% | −433−15.0% | Reduced |
| Ring Mountain Capital, LLC | 2,357 | $448.9K | 0.27% | −8−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,465 | $451.3K | 0.07% | −85−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,478 | $453.8K | 0.01% | +23+0.9% | Added |
| Mengis Capital Management, Inc. | 2,490 | $455.9K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 2,494 | $456.6K | 0.15% | +2,494 | New |
| Corient IA LLC | 2,500 | $457.7K | 0.27% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 2,510 | $459.5K | 0.02% | +2,510 | New |
| International Assets Investment Management, LLC | 2,512 | $459.9K | 0.04% | −849−25.3% | Reduced |
| AGH Wealth Advisors, LLC | 2,514 | $460.2K | 0.38% | +101+4.2% | Added |
| Advus Financial Partners, LLC | 2,524 | $462.0K | 0.12% | −317−11.2% | Reduced |
| Insight 2811, Inc. | 2,525 | $462.3K | 0.22% | −5−0.2% | Reduced |
| Independence Bank of Kentucky | 2,525 | $462.3K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,526 | $462.4K | 0.07% | +31+1.2% | Added |
| Waterloo Capital, L.P. | 2,526 | $462.4K | 0.04% | +2,526 | New |
| Legacy Capital Wealth Partners, LLC | 2,527 | $462.5K | 0.11% | −461−15.4% | Reduced |
| Versor Investments LP | 2,542 | $465.4K | 0.08% | −3,381−57.1% | Reduced |
| RAM Investment Partners, LLC | 2,546 | $466.1K | 0.10% | +65+2.6% | Added |
| Somerset Trust Co | 2,552 | $467.2K | 0.15% | +187+7.9% | Added |
| Natural Investments, LLC | 2,571 | $470.0K | 0.12% | +2,571 | New |
| AdvisorShares Investments LLC | 2,570 | $470.5K | 0.08% | +190+8.0% | Added |
| Lewis Asset Management, LLC | 2,574 | $471.2K | 0.22% | +786+44.0% | Added |
| Sandy Cove Advisors, LLC | 2,591 | $474.3K | 0.17% | +177+7.3% | Added |
| GTS Securities LLC | 2,598 | $475.6K | 0.02% | −6,119−70.2% | Reduced |
| Buckhead Capital Management LLC | 2,612 | $478.1K | 0.18% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,612 | $478.2K | 0.24% | −113−4.1% | Reduced |
| Financial Engines Advisors L.L.C. | 2,622 | $480.0K | 0.00% | +2,622 | New |
| Trust Co of Kansas | 2,631 | $482.0K | 0.23% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,641 | $483.5K | 0.11% | −452−14.6% | Reduced |
| Summit Wealth Group LLC | 2,650 | $485.1K | 0.12% | +2,650 | New |
| Oak Harbor Wealth Partners, LLC | 2,653 | $485.7K | 0.13% | +312+13.3% | Added |
| Rodgers Brothers Inc. | 2,670 | $488.8K | 0.06% | +750+39.1% | Added |
| Argentarii, LLC | 2,670 | $488.9K | 0.22% | −275−9.3% | Reduced |
| 49 Wealth Management, LLC | 2,674 | $489.5K | 0.05% | −8−0.3% | Reduced |
| waypoint wealth counsel | 2,676 | $489.9K | 0.24% | +774+40.7% | Added |
| Brucke Financial, Inc. | 2,677 | $490.1K | 0.34% | −92−3.3% | Reduced |
| Harrell Investment Partners, LLC | 2,677 | $490.1K | 0.12% | +1,027+62.2% | Added |
| Calton & Associates, Inc. | 2,683 | $491.2K | 0.08% | +1,193+80.1% | Added |
| Visionary Wealth Advisors | 2,688 | $492.1K | 0.03% | +80+3.1% | Added |
| NTV Asset Management LLC | 2,692 | $492.8K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 2,709 | $495.9K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,710 | $496.1K | 0.19% | +2,710 | New |
| Canopy Partners, LLC | 2,714 | $496.9K | 0.18% | +81+3.1% | Added |
| Maridea Wealth Management LLC | 2,718 | $497.6K | 0.13% | +2,718 | New |
| Congress Asset Management Co | 2,723 | $498.5K | 0.00% | +2,723 | New |
| Chilton Capital Management LLC | 2,725 | $498.9K | 0.02% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 2,728 | $499.4K | 0.02% | +2,728 | New |
| Accredited Investors Inc. | 2,748 | $503.0K | 0.03% | +10.0% | Added |
| Financial Advisors Network, Inc. | 2,750 | $503.4K | 0.08% | +397+16.9% | Added |
| Studio Investment Management LLC | 2,763 | $505.8K | 0.10% | −7−0.3% | Reduced |
| Bellecapital International Ltd. | 2,766 | $506.4K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,766 | $506.4K | 0.11% | +4+0.1% | Added |
| Winthrop Advisory Group LLC | 2,771 | $507.3K | 0.05% | +33+1.2% | Added |
| Wolverine Asset Management LLC | 2,774 | $507.8K | 0.01% | −28,031−91.0% | Reduced |
| Diversified Enterprises, LLC | 2,775 | $508.0K | 0.04% | −7−0.3% | Reduced |
| Howland Capital Management LLC | 2,794 | $511.5K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,683 | $512.0K | 0.08% | +810+43.2% | Added |