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.
| 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 |
|---|---|---|---|---|---|
| Peoples Bank | 2,300 | $421.1K | 0.26% | −65−2.7% | Reduced |
| Affinity Investment Advisors, LLC | 2,298 | $420.7K | 0.32% | −5,848−71.8% | Reduced |
| Haven Private, LLC | 2,296 | $420.3K | 0.19% | +2,296 | New |
| Cahill Financial Advisors Inc | 2,284 | $418.2K | 0.05% | −48−2.1% | Reduced |
| 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 |
| Midwest Financial Group LLC | 2,273 | $416.2K | 0.22% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,271 | $415.8K | 0.13% | +70+3.2% | Added |
| Wallace Advisory Group, LLC | 2,854 | $414.2K | 0.30% | +600+26.6% | Added |
| Valmark Advisers, Inc. | 2,259 | $413.6K | 0.01% | +393+21.1% | Added |
| Caitlin John, LLC | 2,255 | $412.8K | 0.38% | −5,378−70.5% | Reduced |
| Smith, Salley & Associates | 2,251 | $412.1K | 0.02% | +697+44.9% | 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 |
| Keebeck Wealth Management, LLC | 2,248 | $411.5K | 0.05% | +185+9.0% | Added |
| Gallacher Capital Management LLC | 2,238 | $409.7K | 0.19% | +2,238 | New |
| Oregon Pacific Wealth Management, LLC | 2,237 | $409.5K | 0.39% | +359+19.1% | Added |
| Spinnaker Investment Group, LLC | 2,217 | $405.9K | 0.10% | −24−1.1% | Reduced |
| Hoxton Planning & Management, LLC | 2,212 | $405.0K | 0.14% | +156+7.6% | Added |
| Kennedy Investment Group | 2,203 | $403.3K | 0.17% | +395+21.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,200 | $402.8K | 0.00% | +2,200 | New |
| ASB Consultores, LLC | 2,199 | $402.6K | 0.27% | +207+10.4% | Added |
| Worth Financial Advisory Group, LLC | 2,198 | $402.4K | 0.25% | −1,341−37.9% | Reduced |
| Cypress Wealth Services, LLC | 2,193 | $401.5K | 0.07% | +2,193 | New |
| Blue Barn Wealth, LLC | 2,184 | $399.9K | 0.19% | +258+13.4% | Added |
| First Horizon Advisors, Inc. | 2,182 | $399.6K | 0.01% | −1,080−33.1% | Reduced |
| Impact Capital Partners LLC | 2,176 | $398.4K | 0.13% | −231−9.6% | Reduced |
| Versant Capital Management, Inc | 2,176 | $398.4K | 0.06% | +1,246+134.0% | Added |
| CVA Family Office, LLC | 2,175 | $398.3K | 0.06% | +5+0.2% | Added |
| Darden Wealth Group Inc | 2,170 | $397.3K | 0.24% | +2,170 | New |
| Covenant Partners, LLC | 2,167 | $396.7K | 0.12% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,159 | $395.0K | 0.39% | +230+11.9% | Added |
| 1st Source Bank | 2,157 | $394.9K | 0.02% | −215−9.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,155 | $394.5K | 0.03% | +2,155 | New |
| Associated Banc-Corp | 2,153 | $394.1K | 0.01% | +9+0.4% | Added |
| Capital Advisors, Ltd. LLC | 2,154 | $394.0K | 0.05% | +147+7.3% | Added |
| Fortitude Advisory Group L.L.C. | 2,151 | $393.8K | 0.23% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,148 | $393.2K | 0.02% | −50−2.3% | Reduced |
| Capital Performance Advisors LLP | 2,148 | $393.2K | 0.08% | +70+3.4% | Added |
| Addison Capital Co | 2,147 | $393.1K | 0.14% | −10.0% | Reduced |
| Onefund, LLC | 2,148 | $393.0K | 0.28% | −16−0.7% | Reduced |
| Running Point Capital Advisors, LLC | 2,146 | $392.9K | 0.11% | +29+1.4% | Added |
| Grant Street Asset Management, Inc. | 2,144 | $392.6K | 0.09% | +604+39.2% | Added |
| Cascade Investment Group, Inc. | 2,144 | $392.5K | 0.27% | −20−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 2,151 | $392.3K | 0.01% | +707+49.0% | Added |
| Madison Wealth Partners, Inc | 2,142 | $392.2K | 0.09% | −11−0.5% | Reduced |
| United Advisor Group, LLC | 2,134 | $390.7K | 0.07% | +233+12.3% | Added |
| Centennial Wealth Advisory LLC | 2,127 | $389.7K | 0.12% | +2,127 | New |
| Clay Northam Wealth Management, LLC | 2,124 | $388.8K | 0.25% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,124 | $388.8K | 0.03% | +661+45.2% | Added |
| Crawford Investment Counsel Inc | 2,115 | $387.2K | 0.01% | +23+1.1% | Added |
| Foster Group, Inc. | 2,114 | $387.0K | 0.01% | +2,114 | New |
| WealthTrust Axiom LLC | 2,109 | $386.1K | 0.11% | −830−28.2% | Reduced |
| O'Rourke & Company, Inc | 2,091 | $382.9K | 0.18% | 00.0% | Unchanged |
| Delaney Dennis R | 2,091 | $382.8K | 0.20% | +2,091 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,089 | $382.4K | 0.08% | +499+31.4% | Added |
| Eagle Strategies LLC | 2,082 | $381.1K | 0.06% | −61−2.8% | Reduced |
| West Michigan Advisors, LLC | 2,076 | $380.1K | 0.11% | +401+23.9% | Added |
| Syverson Strege & Co | 2,068 | $378.6K | 0.09% | +2,068 | New |
| Ameritas Advisory Services, LLC | 2,064 | $377.8K | 0.02% | −971−32.0% | Reduced |
| Mezzasalma Advisors, LLC | 2,060 | $377.1K | 0.11% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,055 | $376.2K | 0.13% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 2,055 | $376.1K | 0.03% | +2,055 | New |
| Bond & Devick Financial Network, Inc. | 2,051 | $375.5K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 2,049 | $375.1K | 0.21% | −3,430−62.6% | Reduced |
| Camden National Bank | 2,044 | $374.2K | 0.05% | +202+11.0% | Added |
| F/M Investments LLC | 2,040 | $373.5K | 0.01% | +143+7.5% | Added |
| Paradigm Capital Management, LLC | 2,035 | $373.0K | 0.37% | +2,035 | New |
| Papp L Roy & Associates | 2,032 | $372.0K | 0.04% | 00.0% | Unchanged |
| Elefante Mark B | 2,025 | $370.7K | 0.28% | +2,025 | New |
| Tritonpoint Wealth, LLC | 2,024 | $370.5K | 0.03% | −428−17.5% | Reduced |
| Union Savings Bank | 2,057 | $370.4K | 0.17% | −100−4.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,015 | $368.9K | 0.04% | +2,015 | New |
| ISAM Funds (UK) Ltd | 2,014 | $368.7K | 0.08% | −982−32.8% | Reduced |
| Walker Asset Management, LLC | 2,008 | $367.6K | 0.21% | +5+0.2% | Added |
| Milestones Private Investment Advisors LLC | 2,006 | $367.2K | 0.27% | +2,006 | New |
| Empire Financial Management Company, LLC | 2,001 | $366.3K | 0.11% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 2,000 | $366.1K | 0.02% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 2,000 | $366.1K | 0.25% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,920 | $365.6K | 0.06% | +51+2.7% | Added |
| Armis Advisers, LLC | 1,843 | $364.8K | 0.03% | +1,843 | New |
| Old National Bancorp | 1,992 | $364.7K | 0.01% | +1,992 | New |
| Good Life Advisors, LLC | 1,989 | $364.2K | 0.02% | −698−26.0% | Reduced |
| Regatta Capital Group, LLC | 1,989 | $364.2K | 0.06% | +558+39.0% | Added |
| Forefront Wealth Partners, LLC | 2,237 | $363.8K | 0.25% | +2,237 | New |
| Range Financial Group LLC | 1,982 | $362.8K | 0.14% | +122+6.6% | Added |
| WFA of San Diego, LLC | 1,968 | $360.3K | 0.27% | +1,968 | New |
| Wolff Financial Management LLC | 1,965 | $360.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,958 | $358.5K | 0.02% | +52+2.7% | Added |
| North Berkeley Wealth Management, LLC | 1,958 | $358.5K | 0.33% | −1,003−33.9% | Reduced |
| Uhlmann Price Securities, LLC | 1,952 | $357.4K | 0.26% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,946 | $356.3K | 0.09% | +609+45.5% | Added |
| Beacon Financial Group | 1,945 | $356.1K | 0.04% | +284+17.1% | Added |
| BCS Wealth Management | 1,947 | $356.0K | 0.08% | +296+17.9% | Added |
| Platform Technology Partners | 1,939 | $355.0K | 0.09% | −70−3.5% | Reduced |
| Avidian Wealth Solutions, LLC | 1,937 | $354.7K | 0.01% | −187−8.8% | Reduced |
| AMG National Trust Bank | 1,936 | $354.4K | 0.01% | +493+34.2% | Added |
| Integrated Investment Consultants, LLC | 1,929 | $353.1K | 0.07% | −5−0.3% | Reduced |
| Strategic Blueprint, LLC | 1,922 | $351.9K | 0.02% | −303−13.6% | Reduced |
| Austin Private Wealth, LLC | 1,922 | $351.9K | 0.03% | +136+7.6% | Added |