Skip to main content

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; 3,520 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
Bay Harbor Wealth Management, LLC13$2.38K0.00%+1+8.3%Added
WestEnd Advisors, LLC12$2.20K0.00%−1−7.7%Reduced
Morton Brown Family Wealth, LLC12$2.20K0.00%00.0%Unchanged
O'Brien Wealth Partners LLC11$2.01K0.00%+11New
Berkshire Capital Holdings Inc10$1.83K0.00%00.0%Unchanged
Aspect Partners, LLC10$1.83K0.00%00.0%Unchanged
Louisbourg Investments Inc.10$1.83K0.00%00.0%Unchanged
LGT Financial Advisors LLC10$1.83K0.00%+10New
Breakwater Investment Management9$1.65K0.00%00.0%Unchanged
Proathlete Wealth Management LLC7$1.28K0.00%+7New
West Branch Capital LLC6$1.10K0.00%−75−92.6%Reduced
Aviso Financial Inc.6$1.10K0.00%−47−88.7%Reduced
Caitong International Asset Management Co., Ltd5$9150.00%−4−44.4%Reduced
Logan Capital Management Inc5$9150.00%00.0%Unchanged
HFM Investment Advisors, LLC5$9150.00%00.0%Unchanged
Lavaca Capital LLC4$7320.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$3660.01%00.0%Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.1$1830.00%+1New
TD Capital Management LLC0$180.00%−14−100.0%Reduced
Roble, Belko & Company, Inc2$00.00%−67−97.1%Reduced
Greenberg Financial Group1,440––00.0%Unchanged
Union Bancaire Privee, UBP SA48,239––−27,172−36.0%Reduced
Holocene Advisors, LP0$00.00%−805,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−367,509−100.0%Sold out
Analog Century Management LP0$00.00%−326,381−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−316,240−100.0%Sold out
Citadel Advisors LLC0$00.00%−302,666−100.0%Sold out
Twinbeech Capital LP0$00.00%−274,062−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−254,727−100.0%Sold out
MetLife Investment Management0$00.00%−243,670−100.0%Sold out
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−205,000−100.0%Sold out
Skye Global Management LP0$00.00%−172,000−100.0%Sold out
Trexquant Investment LP0$00.00%−162,389−100.0%Sold out
Maplelane Capital, LLC0$00.00%−147,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−112,348−100.0%Sold out
Financial Counselors Inc0$00.00%−106,623−100.0%Sold out
Raub Brock Capital Management LP0$00.00%−95,934−100.0%Sold out
PGGM Investments0$00.00%−90,513−100.0%Sold out
Blue Grotto Capital, LLC0$00.00%−75,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−69,856−100.0%Sold out
Quadrature Capital Ltd0$00.00%−63,012−100.0%Sold out
Mirae Asset Securities (USA) Inc.0$00.00%−60,152−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−54,171−100.0%Sold out
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD0$00.00%−53,530−100.0%Sold out
Entropy Technologies, LP0$00.00%−51,018−100.0%Sold out
Kames Capital plc0$00.00%−50,374−100.0%Sold out
HAP Trading, LLC0$00.00%−47,474−100.0%Sold out
Ecofi Investissements SA0$00.00%−51,700−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−39,100−100.0%Sold out
FORA Capital, LLC0$00.00%−37,651−100.0%Sold out
XTX Topco Ltd0$00.00%−35,280−100.0%Sold out
Aigen Investment Management, LP0$00.00%−33,626−100.0%Sold out
Sycomore Asset Management0$00.00%−22,252−100.0%Sold out
Capital International Ltd0$00.00%−31,918−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−27,854−100.0%Sold out
Stenahm Asset Managment Ltd0$00.00%−26,500−100.0%Sold out
Abner Herrman & Brock LLC0$00.00%−22,875−100.0%Sold out
Quantbot Technologies LP0$00.00%−22,232−100.0%Sold out
Walleye Trading LLC0$00.00%−21,550−100.0%Sold out
J. Goldman & Co LP0$00.00%−21,002−100.0%Sold out
Greater Midwest Financial Group, LLC0$00.00%−19,836−100.0%Sold out
United Services Automobile Association0$00.00%−19,083−100.0%Sold out
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD0$00.00%−18,370−100.0%Sold out
111 Capital0$00.00%−16,652−100.0%Sold out
Rule One Partners, LLC0$00.00%−15,000−100.0%Sold out
Carmignac Gestion0$00.00%−12,530−100.0%Sold out
Garda Capital Partners LP0$00.00%−11,782−100.0%Sold out
Abc Arbitrage SA0$00.00%−10,818−100.0%Sold out
Settian Capital LP0$00.00%−10,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−9,500−100.0%Sold out
Group One Trading, L.P.0$00.00%−9,424−100.0%Sold out
Platinum Investment Management Ltd0$00.00%−8,620−100.0%Sold out
Provident Co of the Employees of the Hebrew University LTD0$00.00%−8,610−100.0%Sold out
AXS Investments LLC0$00.00%−8,557−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−8,221−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−8,150−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−7,611−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−7,435−100.0%Sold out
FCG Investment Co0$00.00%−7,072−100.0%Sold out
Capital Group Investment Management Pte. Ltd.0$00.00%−6,849−100.0%Sold out
Bulltick Wealth Management, LLC0$00.00%−6,828−100.0%Sold out
M & L Capital Management Ltd0$00.00%−6,800−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−6,359−100.0%Sold out
Bridgewater Associates, LP0$00.00%−6,320−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−6,040−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−6,010−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−5,819−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−5,807−100.0%Sold out
Portman Square Capital LLP0$00.00%−5,629−100.0%Sold out
AAFMAA Wealth Management & Trust LLC0$00.00%−5,548−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−5,359−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,230−100.0%Sold out
Legacy Advisors, LLC0$00.00%−5,220−100.0%Sold out
Inceptionr LLC0$00.00%−4,564−100.0%Sold out
West Coast Financial LLC0$00.00%−4,472−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,362−100.0%Sold out
Readystate Asset Management LP0$00.00%−4,201−100.0%Sold out
Quest Partners LLC0$00.00%−4,041−100.0%Sold out
Neo Ivy Capital Management0$00.00%−3,738−100.0%Sold out
PEAK6 LLC0$00.00%−3,723−100.0%Sold out