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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
2,322
+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.

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
Old Port Advisors2,916$533.8K0.15%+186+6.8%Added
Beta Wealth Group, Inc.2,901$531.2K0.19%+10.0%Added
Wellington Shields & Co., LLC2,900$530.9K0.15%00.0%Unchanged
Jordan Park Group LLC2,900$530.9K0.03%00.0%Unchanged
Plancorp, LLC2,897$530.4K0.02%−961−24.9%Reduced
Duncker Streett & Co Inc2,896$530.2K0.10%00.0%Unchanged
Cercano Management LLC2,896$530.2K0.02%00.0%Unchanged
BCJ Capital Management, LLC2,890$529.1K0.04%+547+23.3%Added
McGowan Group Asset Management, Inc.2,870$525.4K0.07%+10.0%Added
Ibex Wealth Advisors2,865$524.5K0.06%+2,865New
Unified Investment Management2,863$524.2K0.56%+284+11.0%Added
Aviso Wealth Management2,853$522.3K0.24%−77−2.6%Reduced
Jessup Wealth Management, Inc2,852$522.1K0.21%−177−5.8%Reduced
VeraBank, N.A.2,843$520.5K0.10%−130−4.4%Reduced
Global Strategic Investment Solutions, LLC2,837$519.4K0.06%−14−0.5%Reduced
JGP Wealth Management, LLC2,831$518.3K0.06%−85−2.9%Reduced
Resonant Capital Advisors, LLC2,828$517.7K0.03%+1,330+88.8%Added
Fieldview Capital Management, LLC2,813$515.0K0.08%+104+3.8%Added
Allium Financial Advisors, LLC2,807$513.9K0.45%00.0%Unchanged
PCG Asset Management, LLC2,800$512.6K0.44%−155−5.2%Reduced
Gabelli & Co Investment Advisers, Inc.2,800$512.6K0.08%00.0%Unchanged
FSM Wealth Advisors, LLC2,683$512.0K0.08%+810+43.2%Added
Howland Capital Management LLC2,794$511.5K0.02%00.0%Unchanged
Diversified Enterprises, LLC2,775$508.0K0.04%−7−0.3%Reduced
Wolverine Asset Management LLC2,774$507.8K0.01%−28,031−91.0%Reduced
Winthrop Advisory Group LLC2,771$507.3K0.05%+33+1.2%Added
RB Capital Management, LLC2,766$506.4K0.11%+4+0.1%Added
Bellecapital International Ltd.2,766$506.4K0.09%00.0%Unchanged
Studio Investment Management LLC2,763$505.8K0.10%−7−0.3%Reduced
Financial Advisors Network, Inc.2,750$503.4K0.08%+397+16.9%Added
Accredited Investors Inc.2,748$503.0K0.03%+10.0%Added
Lighthouse Investment Partners, LLC2,728$499.4K0.02%+2,728New
Chilton Capital Management LLC2,725$498.9K0.02%00.0%Unchanged
Congress Asset Management Co2,723$498.5K0.00%+2,723New
Maridea Wealth Management LLC2,718$497.6K0.13%+2,718New
Canopy Partners, LLC2,714$496.9K0.18%+81+3.1%Added
Wealth Effects LLC2,710$496.1K0.19%+2,710New
Everett Harris & Co2,709$495.9K0.01%00.0%Unchanged
NTV Asset Management LLC2,692$492.8K0.06%00.0%Unchanged
Visionary Wealth Advisors2,688$492.1K0.03%+80+3.1%Added
Calton & Associates, Inc.2,683$491.2K0.08%+1,193+80.1%Added
Brucke Financial, Inc.2,677$490.1K0.34%−92−3.3%Reduced
Harrell Investment Partners, LLC2,677$490.1K0.12%+1,027+62.2%Added
waypoint wealth counsel2,676$489.9K0.24%+774+40.7%Added
49 Wealth Management, LLC2,674$489.5K0.05%−8−0.3%Reduced
Argentarii, LLC2,670$488.9K0.22%−275−9.3%Reduced
Rodgers Brothers Inc.2,670$488.8K0.06%+750+39.1%Added
Oak Harbor Wealth Partners, LLC2,653$485.7K0.13%+312+13.3%Added
Summit Wealth Group LLC2,650$485.1K0.12%+2,650New
Morse Asset Management, Inc2,641$483.5K0.11%−452−14.6%Reduced
Trust Co of Kansas2,631$482.0K0.23%00.0%Unchanged
Financial Engines Advisors L.L.C.2,622$480.0K0.00%+2,622New
EntryPoint Capital, LLC2,612$478.2K0.24%−113−4.1%Reduced
Buckhead Capital Management LLC2,612$478.1K0.18%00.0%Unchanged
GTS Securities LLC2,598$475.6K0.02%−6,119−70.2%Reduced
Sandy Cove Advisors, LLC2,591$474.3K0.17%+177+7.3%Added
Lewis Asset Management, LLC2,574$471.2K0.22%+786+44.0%Added
AdvisorShares Investments LLC2,570$470.5K0.08%+190+8.0%Added
Natural Investments, LLC2,571$470.0K0.12%+2,571New
Somerset Trust Co2,552$467.2K0.15%+187+7.9%Added
RAM Investment Partners, LLC2,546$466.1K0.10%+65+2.6%Added
Versor Investments LP2,542$465.4K0.08%−3,381−57.1%Reduced
Legacy Capital Wealth Partners, LLC2,527$462.5K0.11%−461−15.4%Reduced
Waterloo Capital, L.P.2,526$462.4K0.04%+2,526New
UMA Financial Services, Inc.2,526$462.4K0.07%+31+1.2%Added
Insight 2811, Inc.2,525$462.3K0.22%−5−0.2%Reduced
Independence Bank of Kentucky2,525$462.3K0.07%00.0%Unchanged
AGH Wealth Advisors, LLC2,514$460.2K0.38%+101+4.2%Added
International Assets Investment Management, LLC2,512$459.9K0.04%−849−25.3%Reduced
Mainstay Capital Management LLC2,510$459.5K0.02%+2,510New
Corient IA LLC2,500$457.7K0.27%00.0%Unchanged
Axq Capital, LP2,494$456.6K0.15%+2,494New
Mengis Capital Management, Inc.2,490$455.9K0.10%00.0%Unchanged
Mesirow Financial Investment Management, Inc.2,478$453.8K0.01%+23+0.9%Added
Mraz, Amerine & Associates, Inc.2,465$451.3K0.07%−85−3.3%Reduced
Ring Mountain Capital, LLC2,357$448.9K0.27%−8−0.3%Reduced
Integrity Alliance, LLC.2,447$448.0K0.02%−433−15.0%Reduced
Capital Advantage, Inc.2,436$446.0K0.07%−42−1.7%Reduced
Pinnacle Financial Partners Inc2,436$446.0K0.01%+121+5.2%Added
Boston Common Asset Management, LLC2,436$446.0K0.01%−17,691−87.9%Reduced
Cromwell Holdings LLC2,432$445.2K0.27%−108−4.3%Reduced
Topsail Wealth Management, LLC2,431$445.0K0.08%−103−4.1%Reduced
Vaughan David Investments LLC2,420$443.0K0.01%00.0%Unchanged
First Heartland Consultants, Inc.2,414$442.0K0.04%−385−13.8%Reduced
Principle Wealth Partners LLC2,406$440.5K0.03%−1,390−36.6%Reduced
Fukoku Mutual Life Insurance Co2,398$439.0K0.03%−115−4.6%Reduced
CMT Capital Markets Trading GmbH2,398$439.0K0.21%+2,398New
Forza Wealth Management, LLC2,392$437.9K0.18%00.0%Unchanged
Exchange Traded Concepts, LLC2,382$436.1K0.01%+461+24.0%Added
Capital Analysts, LLC2,379$436.0K0.01%−33−1.4%Reduced
Martin Capital Advisors, LLP2,379$435.6K0.28%+400+20.2%Added
MV Capital Management, Inc.2,376$435.0K0.04%+14+0.6%Added
Birchcreek Wealth Management, LLC2,363$432.6K0.25%00.0%Unchanged
Paradigm Financial Partners, LLC2,355$431.1K0.05%+166+7.6%Added
BridgePort Financial Solutions, LLC2,353$430.8K0.14%+64+2.8%Added
DLK Investment Management, LLC2,350$430.2K0.16%+14+0.6%Added
TruNorth Capital Management, LLC2,342$428.8K0.10%−20−0.8%Reduced
Evexia Wealth LLC2,251$428.6K0.13%+456+25.4%Added
Financial Advisory Corp2,309$423.0K0.13%+2,309New
Telos Capital Management, Inc.2,306$422.2K0.04%−49−2.1%Reduced