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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
Aaron Wealth Advisors9,303$1.70M0.17%+433+4.9%Added
Puzo Michael J9,296$1.70M0.48%+9,296New
Bedel Financial Consulting, Inc.9,276$1.70M0.23%−437−4.5%Reduced
Nomura Holdings Inc9,221$1.69M0.01%−98,175−91.4%Reduced
Avantax Planning Partners, Inc.9,206$1.69M0.05%+202+2.2%Added
Argus Investors' Counsel, Inc.9,193$1.68M1.19%+104+1.1%Added
New Millennium Group LLC9,193$1.68M0.93%+9,151+21,788.1%Added
Stonebridge Capital Advisors LLC9,178$1.68M0.13%−180−1.9%Reduced
Sonora Investment Management Group, LLC9,153$1.68M0.12%−357−3.8%Reduced
American State Bank (Iowa)9,151$1.68M0.93%+243+2.7%Added
Court Place Advisors, LLC9,130$1.67M0.53%+19+0.2%Added
Bridgewater Advisors Inc.8,870$1.67M0.13%+331+3.9%Added
Azimuth Capital Investment Management LLC9,113$1.67M0.06%−1,485−14.0%Reduced
Great Valley Advisor Group, Inc.9,082$1.66M0.04%−811−8.2%Reduced
Verus Capital Partners, LLC9,077$1.66M0.15%−981−9.8%Reduced
RNC Capital Management LLC9,065$1.66M0.08%−29−0.3%Reduced
Pinnacle Wealth Management Advisory Group, LLC9,032$1.65M0.14%+729+8.8%Added
Virtus Family Office LLC9,026$1.65M2.12%−2,615−22.5%Reduced
Capstone Investment Advisors, LLC9,017$1.65M0.01%−50,144−84.8%Reduced
Fayez Sarofim & Co9,000$1.65M0.00%00.0%Unchanged
CastleKnight Management LP9,000$1.65M0.11%+9,000New
Carr Financial Group Corp8,997$1.65M0.49%+190+2.2%Added
Riverstone Advisors, LLC8,989$1.65M0.89%00.0%Unchanged
Charter Research & Investment Group, Inc.8,975$1.64M1.23%00.0%Unchanged
Kentucky Trust Co8,955$1.64M0.94%+285+3.3%Added
Pacific Sage Partners, LLC8,897$1.63M0.32%+30+0.3%Added
DGS Capital Management, LLC8,895$1.63M0.34%+498+5.9%Added
Eqis Capital Management, Inc.8,890$1.63M0.13%−631−6.6%Reduced
44 Wealth Management LLC8,888$1.63M0.58%+740+9.1%Added
Salvus Wealth Management, LLC8,868$1.62M0.95%−164−1.8%Reduced
Concentrum Wealth Management8,853$1.62M0.51%−517−5.5%Reduced
Valeo Financial Advisors, LLC8,829$1.62M0.04%+72+0.8%Added
Burns J W & Co Inc8,813$1.61M0.20%−4,480−33.7%Reduced
Catalyst Capital Advisors LLC8,807$1.61M0.03%+162+1.9%Added
Wealthspire Advisors, LLC8,754$1.60M0.01%+342+4.1%Added
Sanibel Captiva Trust Company, Inc.8,753$1.60M0.05%+822+10.4%Added
Twin City Private Wealth, LLC8,711$1.59M1.30%+3,200+58.1%Added
Advisors Capital Management, LLC8,701$1.59M0.02%−221−2.5%Reduced
Sigma Planning Corp8,620$1.58M0.05%−839−8.9%Reduced
Stablepoint Partners, LLC8,566$1.57M0.27%+317+3.8%Added
Avestar Capital, LLC8,559$1.57M0.11%+367+4.5%Added
Great Lakes Retirement, Inc.8,543$1.56M0.19%−9−0.1%Reduced
Stiles Financial Services Inc8,516$1.56M0.54%+889+11.7%Added
Boston Family Office LLC8,516$1.56M0.10%+1,420+20.0%Added
Two Sigma Advisers, LP8,500$1.56M0.00%−198,100−95.9%Reduced
Atlas Brown,Inc.8,389$1.54M0.49%+75+0.9%Added
Hartline Investment Corp8,385$1.54M0.17%00.0%Unchanged
ARGA Investment Management, LP8,321$1.52M0.04%+3,994+92.3%Added
Sagespring Wealth Partners, LLC8,297$1.52M0.03%+1,875+29.2%Added
Exchange Capital Management, Inc.8,295$1.52M0.23%−80−1.0%Reduced
AIA Group Ltd8,280$1.52M0.03%−11,215−57.5%Reduced
Wisconsin Wealth Advisors, LLC8,263$1.51M1.74%+1,055+14.6%Added
Delphi Management Inc8,255$1.51M1.46%−90−1.1%Reduced
Needham Investment Management LLC8,250$1.51M0.12%−750−8.3%Reduced
CSS LLC8,250$1.51M0.10%+650+8.6%Added
Pallas Capital Advisors LLC8,236$1.51M0.06%+806+10.8%Added
Adirondack Trust Co8,219$1.50M0.55%−145−1.7%Reduced
Waldron Private Wealth LLC8,201$1.50M0.07%−13−0.2%Reduced
Wynn Capital, LLC8,190$1.50M0.80%+85+1.0%Added
Buckingham Strategic Partners8,131$1.49M0.02%+429+5.6%Added
Everhart Financial Group, Inc.8,126$1.49M0.17%+1,725+26.9%Added
Capital Investment Advisory Services, LLC8,114$1.49M0.12%+236+3.0%Added
Agf Management Ltd8,039$1.47M0.01%−662−7.6%Reduced
Graypoint LLC8,020$1.47M0.08%+1,000+14.2%Added
Balboa Wealth Partners8,019$1.47M0.29%+248+3.2%Added
ICONIQ Capital, LLC7,961$1.46M0.02%+4,767+149.2%Added
Tealwood Asset Management Inc7,961$1.46M0.65%−160−2.0%Reduced
Wedbush Securities Inc7,956$1.46M0.05%−440−5.2%Reduced
Cigna Investments Inc7,951$1.46M0.25%−251−3.1%Reduced
Net Worth Advisory Group7,937$1.45M0.32%+7,937New
Dorsey & Whitney Trust CO LLC7,929$1.45M0.08%+724+10.0%Added
RiverPark Advisors, LLC7,913$1.45M0.89%−545−6.4%Reduced
Atomi Financial Group, Inc.7,911$1.45M0.05%+2,285+40.6%Added
Ascent Group, LLC7,907$1.45M0.06%−3,111−28.2%Reduced
Denali Advisors LLC7,825$1.43M0.15%−167−2.1%Reduced
First National Trust Co7,804$1.43M0.05%−502−6.0%Reduced
Alberta Investment Management Corp7,800$1.43M0.01%−8,800−53.0%Reduced
Naviter Wealth, LLC7,766$1.42M0.18%−271−3.4%Reduced
AustralianSuper Pty Ltd7,766$1.42M0.01%+7,766New
Prudent Man Advisors, LLC7,725$1.41M0.45%+3,534+84.3%Added
Simplicity Wealth,LLC7,708$1.41M0.06%+5,286+218.2%Added
Stock Yards Bank & Trust Co7,698$1.41M0.05%+858+12.5%Added
Adviser Investments LLC7,684$1.41M0.02%+836+12.2%Added
First Affirmative Financial Network7,672$1.40M0.72%−36−0.5%Reduced
Private Trust Co NA7,655$1.40M0.13%−639−7.7%Reduced
Chesley Taft & Associates LLC7,645$1.40M0.06%−87−1.1%Reduced
Stance Capital LLC7,626$1.40M0.52%−17,731−69.9%Reduced
Alexis Investment Partners, LLC7,619$1.40M0.60%−1,476−16.2%Reduced
Flagship Harbor Advisors, LLC7,620$1.39M0.07%−33−0.4%Reduced
Forum Financial Management, LP7,603$1.39M0.02%+241+3.3%Added
Fiduciary Trust Co7,602$1.39M0.02%−30.0%Reduced
Ipswich Investment Management Co., Inc.7,596$1.39M0.34%00.0%Unchanged
Gibbs Wealth Management7,584$1.39M0.27%+2,247+42.1%Added
Chicago Partners Investment Group LLC7,391$1.38M0.04%+518+7.5%Added
Crux Wealth Advisors7,526$1.38M0.59%+5,188+221.9%Added
Checchi Capital Advisers, LLC7,519$1.38M0.10%−330−4.2%Reduced
Charter Trust Co7,505$1.37M0.09%+31+0.4%Added
Orrstown Financial Services Inc7,501$1.37M0.29%+826+12.4%Added
Okabena Investment Services Inc7,500$1.37M0.30%00.0%Unchanged
Cove Private Wealth, LLC7,500$1.37M0.48%+7,500New