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; 3,519 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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 81,134 | $14.9M | 0.33% | −1,121−1.4% | Reduced |
| Fisher Funds Management LTD | 81,063 | $14.8M | 0.35% | −9,006−10.0% | Reduced |
| Anchor Capital Advisors LLC | 80,655 | $14.8M | 0.43% | +43,333+116.1% | Added |
| FRG Family Wealth Advisors LLC | 80,361 | $14.7M | 2.56% | −840−1.0% | Reduced |
| Cumberland Partners Ltd | 79,961 | $14.6M | 1.02% | −24,439−23.4% | Reduced |
| First Foundation Advisors | 79,536 | $14.6M | 0.54% | −13,994−15.0% | Reduced |
| Elo Mutual Pension Insurance Co | 79,424 | $14.5M | 0.30% | −23,462−22.8% | Reduced |
| Captrust Financial Advisors | 79,190 | $14.5M | 0.03% | +8,356+11.8% | Added |
| First Citizens Bank & Trust Co | 77,417 | $14.2M | 0.26% | +15,271+24.6% | Added |
| Savoie Capital LLC | 77,295 | $14.2M | 1.76% | −10,400−11.9% | Reduced |
| Oppenheimer Asset Management Inc. | 77,178 | $14.1M | 0.16% | +6,704+9.5% | Added |
| Pensionmark Financial Group, LLC | 77,171 | $14.1M | 0.32% | +35,077+83.3% | Added |
| Brookstone Capital Management | 77,117 | $14.1M | 0.19% | −22,311−22.4% | Reduced |
| Callahan Advisors, LLC | 76,740 | $14.0M | 1.26% | +1,064+1.4% | Added |
| Engineers Gate Manager LP | 76,306 | $14.0M | 0.17% | −58,584−43.4% | Reduced |
| Larson Financial Group LLC | 75,826 | $13.9M | 0.56% | +3,625+5.0% | Added |
| Reynders McVeigh Capital Management, LLC | 75,733 | $13.9M | 0.69% | +24,050+46.5% | Added |
| Vinva Investment Management Ltd | 75,032 | $13.7M | 0.37% | +26,960+56.1% | Added |
| Longbow Finance SA | 74,411 | $13.6M | 1.45% | +74,411 | New |
| Signature Estate & Investment Advisors LLC | 74,260 | $13.6M | 0.31% | +1,391+1.9% | Added |
| Isthmus Partners, LLC | 73,951 | $13.5M | 1.58% | +12,419+20.2% | Added |
| CWM, LLC | 73,898 | $13.5M | 0.05% | +8,404+12.8% | Added |
| Jacobs & Co | 73,126 | $13.4M | 1.33% | +1,310+1.8% | Added |
| Grimes & Company, Inc. | 73,002 | $13.4M | 0.36% | −2,812−3.7% | Reduced |
| Capital Investment Counsel, Inc | 72,754 | $13.3M | 1.77% | +153+0.2% | Added |
| Gabelli Funds LLC | 72,222 | $13.2M | 0.09% | −80−0.1% | Reduced |
| Avanza Fonder AB | 71,997 | $13.2M | 0.39% | −6,120−7.8% | Reduced |
| Investment Management Corp of Ontario | 70,613 | $12.9M | 0.19% | +27,992+65.7% | Added |
| Oregon Public Employees Retirement Fund | 70,216 | $12.9M | 0.23% | +400+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 70,012 | $12.8M | 0.36% | +6,450+10.1% | Added |
| Zevenbergen Capital Investments LLC | 70,000 | $12.8M | 0.25% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 69,401 | $12.7M | 0.58% | +2,401+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 69,107 | $12.6M | 0.58% | +11,000+18.9% | Added |
| D.A. Davidson & Co. | 68,806 | $12.6M | 0.09% | +384+0.6% | Added |
| HRT Financial LP | 68,791 | $12.6M | 0.06% | +22,140+47.5% | Added |
| Norinchukin Bank, The | 68,654 | $12.6M | 0.19% | +4,265+6.6% | Added |
| DJE Kapital AG | 67,795 | $12.4M | 0.30% | +13,480+24.8% | Added |
| Shell Asset Management Co | 67,765 | $12.4M | 0.43% | +24,443+56.4% | Added |
| Bogart Wealth, LLC | 67,731 | $12.4M | 0.53% | +9,421+16.2% | Added |
| J. Safra Sarasin Holding AG | 67,423 | $12.3M | 0.21% | −3,399−4.8% | Reduced |
| Hollencrest Capital Management | 66,975 | $12.3M | 0.52% | +572+0.9% | Added |
| Generali Asset Management SPA SGR | 66,964 | $12.3M | 0.28% | −11,125−14.2% | Reduced |
| Holderness Investments Co | 66,497 | $12.2M | 2.62% | +436+0.7% | Added |
| Moran Wealth Management, LLC | 65,752 | $12.0M | 0.37% | +65,752 | New |
| RMB Capital Management, LLC | 65,369 | $12.0M | 0.23% | −753−1.1% | Reduced |
| F&V Capital Management, LLC | 64,216 | $11.8M | 3.00% | −105−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 64,110 | $11.7M | 0.18% | −2,357−3.5% | Reduced |
| Cullinan Associates Inc | 63,823 | $11.7M | 0.77% | −1,157−1.8% | Reduced |
| GAM Holding AG | 63,693 | $11.7M | 0.82% | +11,086+21.1% | Added |
| EP Wealth Advisors, LLC | 62,557 | $11.5M | 0.08% | −5,117−7.6% | Reduced |
| Saba Capital Management, L.P. | 62,421 | $11.4M | 0.31% | +62,421 | New |
| Generate Investment Management Ltd | 62,357 | $11.4M | 0.63% | +24,493+64.7% | Added |
| Verition Fund Management LLC | 62,200 | $11.4M | 0.07% | +24,085+63.2% | Added |
| Freestone Capital Holdings, LLC | 61,959 | $11.3M | 0.39% | +4,096+7.1% | Added |
| Jamison Private Wealth Management, Inc. | 60,942 | $11.2M | 1.60% | +470+0.8% | Added |
| Atria Investments LLC | 60,744 | $11.1M | 0.13% | +8,170+15.5% | Added |
| Kestra Advisory Services, LLC | 60,180 | $11.0M | 0.05% | −1,033−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 59,768 | $10.9M | 0.62% | −166−0.3% | Reduced |
| Gateway Investment Advisers LLC | 59,458 | $10.9M | 0.12% | −1,555−2.5% | Reduced |
| Warren Averett Asset Management, LLC | 59,346 | $10.9M | 0.12% | +247+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 59,111 | $10.8M | 0.55% | −1,701−2.8% | Reduced |
| SummitTX Capital, L.P. | 59,051 | $10.8M | 0.48% | +44,870+316.4% | Added |
| Brinker Capital Investments, LLC | 58,982 | $10.8M | 0.09% | +3,703+6.7% | Added |
| SP Asset Management LLC | 58,741 | $10.8M | 0.89% | +355+0.6% | Added |
| Sava Infond d.o.o. | 58,165 | $10.6M | 1.66% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 57,906 | $10.6M | 0.11% | −2,333−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,835 | $10.4M | 0.13% | +2,214+4.1% | Added |
| Mizuho Securities USA LLC | 56,153 | $10.3M | 0.22% | +56,153 | New |
| Horizon Investments, LLC | 56,039 | $10.3M | 0.16% | +28,147+100.9% | Added |
| Advanced Asset Management Advisors Inc | 56,000 | $10.3M | 2.77% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55,424 | $10.1M | 0.84% | −1,202−2.1% | Reduced |
| William Allan, LLC | 55,228 | $10.1M | 5.89% | +4,569+9.0% | Added |
| EverSource Wealth Advisors, LLC | 54,787 | $10.0M | 0.45% | +1,820+3.4% | Added |
| Harvest Fund Management Co., Ltd | 54,773 | $10.0M | 0.47% | −14,828−21.3% | Reduced |
| Four Tree Island Advisory LLC | 54,405 | $9.96M | 7.01% | −7,009−11.4% | Reduced |
| Mission Wealth Management, LP | 54,404 | $9.96M | 0.22% | +295+0.5% | Added |
| Vident Advisory, LLC | 54,315 | $9.94M | 0.11% | −4,280−7.3% | Reduced |
| Bard Financial Services, Inc. | 54,215 | $9.93M | 1.19% | −1,850−3.3% | Reduced |
| Advisory Services Network, LLC | 54,688 | $9.85M | 0.16% | +8,996+19.7% | Added |
| Sone Capital Management, LLC | 53,697 | $9.83M | 0.91% | −877−1.6% | Reduced |
| Greenwich Wealth Management LLC | 53,119 | $9.72M | 0.47% | −260.0% | Reduced |
| Spinecap SAS | 52,899 | $9.68M | 5.04% | +52,899 | New |
| Hosking Partners LLP | 52,539 | $9.62M | 0.38% | −1,024−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,482 | $9.61M | 0.39% | +3,016+6.1% | Added |
| Kentucky Retirement Systems | 52,162 | $9.55M | 0.28% | −3,417−6.1% | Reduced |
| Generali Investments, Management Co LLC | 52,099 | $9.52M | 2.16% | +40,520+349.9% | Added |
| SFMG, LLC | 51,400 | $9.41M | 0.71% | −473−0.9% | Reduced |
| Matrix Asset Advisors Inc | 51,071 | $9.35M | 0.95% | +51,071 | New |
| Palmer Knight Co | 50,864 | $9.31M | 3.97% | +19,942+64.5% | Added |
| Banque Cantonale Vaudoise | 50,347 | $9.22M | 0.38% | +1,623+3.3% | Added |
| AMJ Financial Wealth Management | 50,313 | $9.21M | 2.33% | +50,313 | New |
| DuPont Capital Management Corp | 50,311 | $9.21M | 0.99% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 50,003 | $9.15M | 0.16% | −197−0.4% | Reduced |
| Smithbridge Asset Management Inc | 49,829 | $9.12M | 1.59% | −372−0.7% | Reduced |
| Fiera Capital Corp | 49,529 | $9.07M | 0.03% | +7,356+17.4% | Added |
| Burney Co | 49,396 | $9.04M | 0.31% | −276−0.6% | Reduced |
| Hartford Investment Management Co | 48,994 | $8.97M | 0.29% | −585−1.2% | Reduced |
| Davenport & Co LLC | 48,592 | $8.90M | 0.05% | +15,514+46.9% | Added |
| Soundwatch Capital LLC | 757,663 | $8.89M | 1.88% | +755,731+39,116.5% | Added |
| TCG Advisory Services, LLC | 48,392 | $8.86M | 0.31% | +35,885+286.9% | Added |