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 3 sales; 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 816,550 | $149.5M | 0.37% | +24,853+3.1% | Added |
| DekaBank Deutsche Girozentrale | 816,742 | $148.9M | 0.27% | +25,712+3.3% | Added |
| CapitalatWork S.A. | 806,659 | $147.7M | 4.48% | +38,156+5.0% | Added |
| Adage Capital Partners GP, L.L.C. | 806,126 | $147.6M | 0.25% | +8,000+1.0% | Added |
| LPL Financial LLC | 783,450 | $143.4M | 0.05% | +76,754+10.9% | Added |
| State Board of Administration of Florida Retirement System | 777,276 | $142.3M | 0.25% | −17,350−2.2% | Reduced |
| Standard Life Aberdeen plc | 736,368 | $135.9M | 0.23% | +51,614+7.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 731,711 | $134.0M | 0.31% | +6,762+0.9% | Added |
| Janus Henderson Group PLC | 729,092 | $133.5M | 0.07% | −263,266−26.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 728,053 | $133.3M | 0.46% | +8,288+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 721,746 | $132.1M | 0.56% | +68,590+10.5% | Added |
| Harding Loevner LP | 712,217 | $130.4M | 0.88% | +9,037+1.3% | Added |
| D. E. Shaw & Co., Inc. | 707,093 | $129.4M | 0.13% | −2,537,867−78.2% | Reduced |
| Westfield Capital Management Co LP | 694,431 | $127.1M | 0.53% | +689,272+13,360.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 681,980 | $124.8M | 0.30% | −80,458−10.6% | Reduced |
| AXA S.A. | 681,221 | $124.7M | 0.36% | +16,676+2.5% | Added |
| Prudential Financial Inc | 667,143 | $122.1M | 0.16% | +25,878+4.0% | Added |
| New York State Teachers Retirement System | 663,741 | $121.5M | 0.25% | −29,722−4.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 654,667 | $119.8M | 0.23% | −156,774−19.3% | Reduced |
| Jane Street Group, LLC | 653,681 | $119.7M | 0.19% | −464,988−41.6% | Reduced |
| Jupiter Asset Management Ltd | 652,234 | $119.4M | 1.00% | +652,234 | New |
| Storebrand Asset Management AS | 638,262 | $116.8M | 0.34% | −48,545−7.1% | Reduced |
| US Bancorp | 619,973 | $113.5M | 0.14% | −11,336−1.8% | Reduced |
| Aviva PLC | 614,778 | $112.5M | 0.23% | −3,888−0.6% | Reduced |
| Erste Asset Management GmbH | 607,072 | $111.2M | 0.93% | +95,752+18.7% | Added |
| Korea Investment CORP | 606,426 | $111.0M | 0.25% | −7,849−1.3% | Reduced |
| Intermede Investment Partners Ltd | 593,530 | $108.7M | 3.35% | −30,826−4.9% | Reduced |
| Raiffeisen Bank International AG | 588,150 | $107.7M | 1.60% | +82,818+16.4% | Added |
| Nomura Asset Management Co Ltd | 587,716 | $107.6M | 0.30% | −279,100−32.2% | Reduced |
| Boston Trust Walden Corp | 585,296 | $107.2M | 0.76% | +20,403+3.6% | Added |
| Lazard Freres Gestion S.A.S. | 571,617 | $104.6M | 2.19% | +79,043+16.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 568,779 | $104.1M | 0.11% | −421,695−42.6% | Reduced |
| Findlay Park Partners LLP | 564,400 | $103.3M | 1.07% | −20,300−3.5% | Reduced |
| Glenmede Investment Management, LP | 561,470 | $102.8M | 0.52% | +561,470 | New |
| Rockefeller Capital Management L.P. | 558,305 | $102.2M | 0.22% | +94,337+20.3% | Added |
| Man Group plc | 554,941 | $101.6M | 0.22% | +68,915+14.2% | Added |
| Nisa Investment Advisors, LLC | 549,607 | $100.6M | 0.45% | −93,037−14.5% | Reduced |
| XN LP | 546,142 | $100.0M | 3.49% | +36,882+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 532,194 | $97.4M | 0.07% | +59,334+12.5% | Added |
| Woodline Partners LP | 517,962 | $94.8M | 0.50% | −294,016−36.2% | Reduced |
| 1832 Asset Management L.P. | 506,744 | $92.8M | 0.16% | +57,500+12.8% | Added |
| Achmea Investment Management B.V. | 501,587 | $91.8M | 1.18% | +35,437+7.6% | Added |
| The PNC Financial Services Group, Inc. | 500,670 | $91.7M | 0.06% | +24,700+5.2% | Added |
| Guggenheim Capital LLC | 498,686 | $91.3M | 0.74% | +40,383+8.8% | Added |
| Argent Capital Management LLC | 497,258 | $91.0M | 2.60% | −2,320−0.5% | Reduced |
| ING Groep NV | 492,773 | $90.2M | 0.55% | +38,978+8.6% | Added |
| Fifth Third Bancorp | 490,447 | $89.8M | 0.31% | −70,979−12.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 506,215 | $89.2M | 0.88% | +198,002+64.2% | Added |
| Retirement Systems of Alabama | 472,694 | $86.5M | 0.31% | −5,610−1.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 465,980 | $85.3M | 0.25% | +3,328+0.7% | Added |
| Schroder Investment Management Group | 458,540 | $83.9M | 0.07% | +955+0.2% | Added |
| Qube Research & Technologies Ltd | 458,432 | $83.9M | 0.12% | −2,549,806−84.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 456,535 | $83.5M | 0.36% | −92,653−16.9% | Reduced |
| Fort Washington Investment Advisors Inc | 453,476 | $83.0M | 0.48% | +9,636+2.2% | Added |
| State of Wisconsin Investment Board | 446,332 | $81.7M | 0.20% | −22,386−4.8% | Reduced |
| Massachusetts Financial Services Co | 434,412 | $79.5M | 0.03% | −360,019−45.3% | Reduced |
| HighTower Advisors, LLC | 431,228 | $78.9M | 0.10% | −57,285−11.7% | Reduced |
| Bristol Gate Capital Partners Inc. | 430,741 | $78.9M | 4.48% | −98,778−18.7% | Reduced |
| Zurich Insurance Group Ltd | 429,683 | $78.7M | 0.61% | +286,488+200.1% | Added |
| SEI Investments Co | 422,694 | $77.4M | 0.09% | +116,588+38.1% | Added |
| Truist Financial Corp | 422,130 | $77.3M | 0.11% | −206,496−32.8% | Reduced |
| APG Asset Management N.V. | 488,600 | $76.2M | 0.23% | −406,196−45.4% | Reduced |
| Susquehanna International Group, LLP | 415,359 | $76.0M | 0.12% | −473,334−53.3% | Reduced |
| Millennium Management LLC | 408,646 | $74.8M | 0.07% | −1,525,158−78.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 408,345 | $74.8M | 0.18% | +9,436+2.4% | Added |
| SG Americas Securities, LLC | 396,402 | $72.6M | 0.32% | +389,268+5,456.5% | Added |
| Capital Advisors Inc | 403,850 | $70.9M | 1.27% | +42,413+11.7% | Added |
| Toronto Dominion Bank | 387,294 | $70.9M | 0.15% | −61,988−13.8% | Reduced |
| RDST Capital LLC | 384,660 | $70.4M | 7.04% | +55,010+16.7% | Added |
| Treasurer of the State of North Carolina | 379,324 | $69.4M | 0.22% | −52,630−12.2% | Reduced |
| Andra AP-fonden | 373,933 | $68.5M | 0.95% | +13,200+3.7% | Added |
| UniSuper Management Pty Ltd | 372,533 | $68.2M | 0.46% | −26,584−6.7% | Reduced |
| KLP Kapitalforvaltning AS | 372,041 | $68.1M | 0.29% | +12,200+3.4% | Added |
| Sound Shore Management Inc | 364,517 | $66.7M | 2.27% | +364,517 | New |
| Public Employees Retirement System of Ohio | 363,908 | $66.6M | 0.22% | −7,433−2.0% | Reduced |
| CI Private Wealth, LLC | 358,838 | $65.7M | 0.10% | −4,322−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 358,786 | $65.7M | 0.09% | +584+0.2% | Added |
| Asset Management One Co.,Ltd. | 355,531 | $65.1M | 0.20% | +13,085+3.8% | Added |
| Panagora Asset Management Inc | 351,817 | $64.4M | 0.29% | +8,599+2.5% | Added |
| CIBC Asset Management Inc | 351,371 | $64.3M | 0.20% | −93,432−21.0% | Reduced |
| Crestwood Advisors Group LLC | 347,621 | $63.6M | 1.14% | −3,023−0.9% | Reduced |
| Cornerstone Investment Partners, LLC | 345,494 | $63.2M | 2.79% | +45,474+15.2% | Added |
| Teacher Retirement System of Texas | 335,893 | $61.5M | 0.26% | −23,193−6.5% | Reduced |
| Handelsbanken Fonder AB | 335,884 | $61.5M | 0.22% | −13,178−3.8% | Reduced |
| Whittier Trust Co | 330,861 | $60.6M | 0.73% | −1,067−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 329,484 | $60.3M | 0.36% | +62,679+23.5% | Added |
| Tocqueville Asset Management L.P. | 328,814 | $60.2M | 0.92% | −45,203−12.1% | Reduced |
| Silvercrest Asset Management Group LLC | 324,788 | $59.5M | 0.40% | +195,043+150.3% | Added |
| Ossiam | 323,313 | $59.2M | 0.67% | +31,077+10.6% | Added |
| Abn Amro Investment Solutions | 321,120 | $58.8M | 1.18% | −9,931−3.0% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $58.1M | 2.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 303,305 | $57.9M | 1.56% | −429−0.1% | Reduced |
| Assetmark, Inc | 312,618 | $57.2M | 0.14% | +69,303+28.5% | Added |
| Earnest Partners LLC | 308,971 | $56.6M | 0.25% | +2,896+0.9% | Added |
| Bank of Nova Scotia | 304,592 | $55.8M | 0.11% | −338,099−52.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 303,762 | $55.6M | 0.39% | −700−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 296,127 | $54.2M | 0.27% | +10,022+3.5% | Added |
| Nissay Asset Management Corp | 295,862 | $54.2M | 0.32% | −7,403−2.4% | Reduced |
| M&T Bank Corp | 295,042 | $54.0M | 0.19% | +5,653+2.0% | Added |
| Mariner, LLC | 291,013 | $53.3M | 0.08% | +17,940+6.6% | Added |