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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: 2,322 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 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 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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
Sunpointe, LLC1,587$290.6K0.12%−147−8.5%Reduced
Sargent Investment Group, LLC1,631$290.5K0.04%+76+4.9%Added
Quantum Private Wealth, LLC1,586$290.3K0.09%00.0%Unchanged
Chapin Davis, Inc.1,578$288.9K0.08%−3−0.2%Reduced
Hapanowicz & Associates Financial Services, Inc1,577$288.7K0.15%+1,577New
Vantage Point Financial LLC1,576$288.6K0.13%+23+1.5%Added
McAdam, LLC1,574$288.2K0.02%+1,574New
Mill Creek Capital Advisors, LLC1,574$288.2K0.01%−240−13.2%Reduced
Southland Equity Partners LLC1,573$288.0K0.06%−101−6.0%Reduced
Washington Trust Co1,573$288.0K0.01%+17+1.1%Added
Wedge Capital Management L L P1,572$287.8K0.01%−70−4.3%Reduced
Farmers & Merchants Investments Inc1,569$287.2K0.01%00.0%Unchanged
Redwood Financial Network Corp1,567$286.9K0.19%−109−6.5%Reduced
MBB Public Markets I LLC1,565$286.5K0.03%−369−19.1%Reduced
PBMares Wealth Management LLC1,562$286.0K0.05%−1−0.1%Reduced
Breakwater Capital Group1,562$286.0K0.05%00.0%Unchanged
Sebold Capital Management, Inc.1,558$285.2K0.18%−474−23.3%Reduced
Whelan Financial1,558$285.2K0.10%−7−0.4%Reduced
Newbridge Financial Services Group, Inc.1,558$285.2K0.05%−462−22.9%Reduced
Lee Danner & Bass Inc1,558$285.2K0.02%00.0%Unchanged
Sunburst Financial Group, LLC1,552$284.1K0.06%00.0%Unchanged
Builder Investment Group Inc1,550$283.8K0.07%−910−37.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,550$283.8K0.08%+200+14.8%Added
Fiduciary Wealth Partners, LLC1,547$283.2K0.27%+1,232+391.1%Added
Cary Street Partner Investment Advisory LLC1,544$282.7K0.14%+114+8.0%Added
Spirepoint Private Client, LLC1,538$281.6K0.03%−29−1.9%Reduced
Monetary Management Group Inc1,525$279.2K0.07%−250−14.1%Reduced
Murphy Pohlad Asset Management LLC1,525$279.2K0.12%00.0%Unchanged
Allen Capital Group, LLC1,522$278.6K0.03%−36−2.3%Reduced
Thomasville National Bank1,520$278.3K0.02%−400−20.8%Reduced
Basepoint Wealth LLC1,519$278.2K0.21%+4+0.3%Added
Jacobsen Capital Management1,516$277.5K0.10%+1,516New
Parker Investment Management, LLC1,500$274.6K0.04%00.0%Unchanged
Wulff, Hansen & Co.1,500$274.6K0.24%+1,500New
R. W. Roge & Company, Inc.1,500$274.0K0.16%00.0%Unchanged
Humankind Investments LLC1,493$273.3K0.07%−10−0.7%Reduced
Warm Springs Advisors Inc.1,487$272.2K0.23%−282−15.9%Reduced
AA Financial Advisors, LLC1,484$271.7K0.06%−581−28.1%Reduced
Allen Investment Management LLC1,483$271.5K0.00%00.0%Unchanged
Virtue Capital Management, LLC1,483$271.5K0.05%+104+7.5%Added
Wellington Shields Capital Management, LLC1,480$270.9K0.05%00.0%Unchanged
Perennial Investment Advisors, LLC1,476$270.2K0.03%+42+2.9%Added
Twin Peaks Wealth Advisors, LLC1,432$269.8K0.09%−53−3.6%Reduced
EdgeRock Capital LLC1,468$268.8K0.09%−97−6.2%Reduced
Private Advisory Group LLC1,465$268.2K0.03%+1,465New
Jackson Hole Capital Partners, LLC1,464$268.1K0.05%00.0%Unchanged
Revisor Wealth Management LLC1,350$267.3K0.10%+1,350New
Cottonwood Capital Advisors, LLC1,460$267.3K0.18%−16−1.1%Reduced
Patton Fund Management, Inc.1,452$265.8K0.06%+1,452New
Transcendent Capital Group LLC1,449$265.3K0.14%00.0%Unchanged
CFO4Life Group, LLC1,449$265.3K0.04%+1,449New
Harbour Investments, Inc.1,448$265.1K0.01%−7−0.5%Reduced
Professional Financial Advisors, LLC1,440$263.6K0.06%+4+0.3%Added
Centric Wealth Management1,423$263.1K0.06%−226−13.7%Reduced
Narus Financial Partners, LLC1,433$262.3K0.08%+52+3.8%Added
West Wealth Group, LLC1,470$262.0K0.07%+1,470New
ESG Planning1,426$261.1K0.15%+31+2.2%Added
Home Federal Bank of Tennessee1,425$260.9K0.07%00.0%Unchanged
Provenance Wealth Advisors, LLC1,424$260.7K0.04%00.0%Unchanged
Reston Wealth Management LLC1,422$260.3K0.09%+1,422New
Stonegate Investment Group, LLC1,419$259.8K0.01%−1,092−43.5%Reduced
BetterWealth, LLC1,419$259.8K0.07%00.0%Unchanged
Green Harvest Asset Management LLC1,417$259.4K0.01%−118−7.7%Reduced
Abacus Planning Group, Inc.1,415$259.1K0.04%+1,415New
Harel Insurance Investments & Financial Services Ltd.1,413$259.0K0.00%−379−21.1%Reduced
RKL Wealth Management LLC1,408$257.8K0.02%+1,408New
GK Wealth Management LLC1,407$257.6K0.26%+1,407New
Warwick Investment Management, Inc.1,407$257.6K0.05%+1,407New
KWB Wealth1,774$257.4K0.03%00.0%Unchanged
McDonald Partners LLC1,405$257.2K0.06%−50−3.4%Reduced
Castle Wealth Management LLC1,405$257.2K0.09%00.0%Unchanged
Advisor OS, LLC1,403$256.9K0.03%+1,403New
Pines Wealth Management, LLC1,342$256.4K0.09%+1,342New
TradeLink Capital LLC1,400$256.0K0.91%+1,400New
Facet Wealth, Inc.1,420$255.7K0.01%−606−29.9%Reduced
One Wealth Advisors, LLC1,394$255.2K0.04%−789−36.1%Reduced
Creative Financial Designs Inc1,392$254.9K0.02%−64−4.4%Reduced
Sovereign Financial Group, Inc.1,390$254.5K0.05%+1,390New
Alliance Wealth Advisors, LLC1,387$253.9K0.14%+1,387New
National Wealth Management Group, LLC1,386$253.7K0.14%+1,386New
MTM Investment Management, LLC1,383$253.2K0.09%00.0%Unchanged
Diametric Capital, LP1,378$252.3K0.13%+1,378New
Wealth Dimensions Group, Ltd.1,375$251.7K0.06%+1,375New
Altus Wealth Group LLC1,373$251.4K0.11%+1,373New
Traveka Wealth, LLC1,372$251.2K0.13%+1,372New
Heritage Trust Co1,369$250.6K0.03%+1,369New
Canvas Wealth Advisors, LLC1,316$250.4K0.05%−318−19.5%Reduced
jvl associates llc1,367$250.3K0.09%+1,367New
Dixon Fnancial Services, Inc.1,363$249.5K0.13%−80−5.5%Reduced
Madrona Financial Services, LLC1,361$249.2K0.06%+1,361New
Jackson Thornton Asset Management, LLC1,273$248.2K0.03%+1,273New
Northstar Group, Inc.1,355$248.0K0.04%+1,355New
Challenger Wealth Management1,354$247.9K0.17%+1,354New
Novem Group1,352$247.6K0.03%+1,352New
Souders Financial Advisors1,352$247.4K0.03%+1,352New
Signal Advisors Wealth, LLC1,351$247.4K0.02%+1,351New
Laffer Tengler Investments1,350$247.1K0.04%+1,350New
Sterling Investment Counsel, LLC1,349$247.0K0.14%−665−33.0%Reduced
PCG Wealth Advisors, LLC1,349$246.9K0.13%+1,349New
Farmers & Merchants Trust Co of Long Beach1,344$246.0K0.05%+1,344New