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 |
|---|---|---|---|---|---|
| Capital International Inc | 48,234 | $8.83M | 0.09% | −90,555−65.2% | Reduced |
| Level Four Advisory Services, LLC | 48,087 | $8.80M | 0.32% | +6,635+16.0% | Added |
| Synovus Financial Corp | 48,035 | $8.79M | 0.11% | −74−0.2% | Reduced |
| Himension Fund | 47,689 | $8.73M | 0.68% | −3,627−7.1% | Reduced |
| Arvest Bank Trust Division | 47,552 | $8.71M | 0.51% | −21,113−30.7% | Reduced |
| Avantax Advisory Services, Inc. | 47,454 | $8.69M | 0.05% | +6,368+15.5% | Added |
| Taylor Hoffman Capital Management LLC | 47,441 | $8.69M | 2.97% | +1,570+3.4% | Added |
| Verdence Capital Advisors LLC | 47,374 | $8.67M | 0.59% | +6,068+14.7% | Added |
| Ironvine Capital Partners, LLC | 47,024 | $8.61M | 0.89% | +1,728+3.8% | Added |
| Martin Currie Ltd | 46,708 | $8.55M | 0.33% | −266−0.6% | Reduced |
| Evergreen Private Wealth LLC | 46,469 | $8.51M | 3.56% | +6,192+15.4% | Added |
| Phoenix Holdings Ltd. | 46,313 | $8.47M | 0.11% | −9,976−17.7% | Reduced |
| Montag A & Associates Inc | 46,200 | $8.46M | 0.41% | −764−1.6% | Reduced |
| Omers Administration Corp | 46,126 | $8.44M | 0.07% | +400+0.9% | Added |
| William Blair Investment Management, LLC | 45,938 | $8.41M | 0.02% | −52,460−53.3% | Reduced |
| KCM Investment Advisors LLC | 45,756 | $8.38M | 0.28% | −148−0.3% | Reduced |
| Criteria Caixa, S.A.U. | 45,729 | $8.37M | 1.10% | +45,729 | New |
| Sequoia Financial Advisors, LLC | 45,420 | $8.32M | 0.06% | +8,232+22.1% | Added |
| Edmond de Rothschild Holding S.A. | 45,165 | $8.27M | 0.13% | +1,002+2.3% | Added |
| Alkeon Capital Management LLC | 45,000 | $8.24M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 44,941 | $8.23M | 0.15% | +10,476+30.4% | Added |
| Principal Securities, Inc. | 44,706 | $8.18M | 0.15% | +13,862+44.9% | Added |
| Tiaa Trust, National Association | 44,341 | $8.12M | 0.02% | +180.0% | Added |
| Blume Capital Management, Inc. | 44,062 | $8.07M | 1.64% | +368+0.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 44,057 | $8.07M | 1.00% | +9,637+28.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 43,923 | $8.04M | 0.02% | +3,900+9.7% | Added |
| Clearstead Advisors, LLC | 43,635 | $7.99M | 0.11% | +6,468+17.4% | Added |
| Capital Investment Advisors, LLC | 43,576 | $7.98M | 0.14% | +9,381+27.4% | Added |
| Compass Wealth Management LLC | 43,381 | $7.94M | 1.89% | −121−0.3% | Reduced |
| MAI Capital Management | 43,346 | $7.94M | 0.06% | +537+1.3% | Added |
| Pacifica Partners Inc. | 42,791 | $7.84M | 3.18% | +1,988+4.9% | Added |
| Commerce Bank | 42,516 | $7.78M | 0.05% | −7,155−14.4% | Reduced |
| Securian Asset Management, Inc | 42,423 | $7.77M | 0.22% | −626−1.5% | Reduced |
| Oddo BHF Asset Management SAS | 42,269 | $7.74M | 0.29% | +5,045+13.6% | Added |
| Ascent Wealth Partners, LLC | 41,737 | $7.64M | 0.94% | −1,557−3.6% | Reduced |
| General American Investors Co Inc | 41,652 | $7.63M | 0.51% | −30,000−41.9% | Reduced |
| Gulf International Bank (UK) Ltd | 41,612 | $7.62M | 0.27% | −4,910−10.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 41,582 | $7.61M | 2.45% | −11,604−21.8% | Reduced |
| Modera Wealth Management, LLC | 41,450 | $7.59M | 0.09% | +33,042+393.0% | Added |
| Stephens Inc | 41,120 | $7.53M | 0.10% | −4,019−8.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,067 | $7.52M | 5.30% | +150.0% | Added |
| Professional Advisory Services Inc | 40,883 | $7.48M | 1.02% | −392−0.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 40,854 | $7.48M | 0.23% | −700−1.7% | Reduced |
| American National Bank | 40,632 | $7.44M | 0.76% | +96+0.2% | Added |
| Signet Financial Management, LLC | 40,401 | $7.40M | 0.93% | −400−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 40,088 | $7.34M | 0.16% | +214+0.5% | Added |
| Integrated Wealth Concepts LLC | 39,906 | $7.31M | 0.07% | +5,752+16.8% | Added |
| Baader Bank INC | 39,922 | $7.29M | 0.63% | +622+1.6% | Added |
| Bleakley Financial Group, LLC | 39,787 | $7.28M | 0.18% | +3,494+9.6% | Added |
| First Community Trust NA | 39,624 | $7.25M | 5.89% | −118−0.3% | Reduced |
| Maryland State Retirement & Pension System | 39,468 | $7.23M | 0.16% | +1,354+3.6% | Added |
| Diversified Trust Co | 39,031 | $7.15M | 0.16% | +12,221+45.6% | Added |
| KMG Fiduciary Partners, LLC | 38,910 | $7.12M | 0.53% | +1,171+3.1% | Added |
| Benjamin Edwards Inc | 38,688 | $7.08M | 0.09% | +17,179+79.9% | Added |
| New Mexico Educational Retirement Board | 38,486 | $7.05M | 0.23% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 38,486 | $7.05M | 0.18% | −9,703−20.1% | Reduced |
| CX Institutional | 38,308 | $7.01M | 0.24% | +32,450+553.9% | Added |
| Private Advisor Group, LLC | 38,217 | $7.00M | 0.04% | +4,480+13.3% | Added |
| Patton Albertson Miller Group, LLC | 37,990 | $6.95M | 0.92% | +3,304+9.5% | Added |
| Beacon Investment Advisors LLC | 37,679 | $6.90M | 2.98% | +425+1.1% | Added |
| Parallax Volatility Advisers, L.P. | 37,567 | $6.88M | 0.28% | −78,808−67.7% | Reduced |
| First American Bank | 37,062 | $6.78M | 0.47% | +27+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 37,051 | $6.78M | 0.80% | +5,489+17.4% | Added |
| Naples Global Advisors, LLC | 36,858 | $6.75M | 0.58% | +126+0.3% | Added |
| TD Waterhouse Canada Inc. | 36,643 | $6.73M | 0.05% | +1,876+5.4% | Added |
| Cornerstone Wealth Group, LLC | 36,511 | $6.68M | 0.50% | +34,230+1,500.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 36,157 | $6.62M | 0.19% | +27,368+311.4% | Added |
| IFG Advisory, LLC | 36,156 | $6.62M | 0.33% | +32,893+1,008.1% | Added |
| Pine Valley Investments Ltd Liability Co | 35,951 | $6.58M | 0.39% | −14,272−28.4% | Reduced |
| HGK Asset Management Inc | 35,817 | $6.56M | 1.12% | +35,817 | New |
| FourThought Financial Partners, LLC | 35,689 | $6.53M | 0.65% | +713+2.0% | Added |
| Unison Asset Management LLC | 35,629 | $6.52M | 3.29% | +1,562+4.6% | Added |
| Petredis Investment Advisors LLC | 35,436 | $6.49M | 0.57% | +248+0.7% | Added |
| Plimoth Trust Co LLC | 35,336 | $6.47M | 1.55% | +110.0% | Added |
| ProVise Management Group, LLC | 35,275 | $6.46M | 0.51% | +20,615+140.6% | Added |
| Citizens National Bank Trust Department | 35,266 | $6.46M | 1.29% | +21+0.1% | Added |
| Hall Laurie J Trustee | 35,218 | $6.45M | 2.13% | −25−0.1% | Reduced |
| Merit Financial Group, LLC | 35,120 | $6.43M | 0.07% | +4,896+16.2% | Added |
| Providence Capital Advisors, LLC | 35,000 | $6.41M | 1.18% | +500+1.4% | Added |
| Tenzing Global Management, LLC | 35,000 | $6.41M | 4.31% | +35,000 | New |
| PKO Investment Management Joint-Stock Co | 35,000 | $6.41M | 0.69% | −17,000−32.7% | Reduced |
| Carret Asset Management, LLC | 34,966 | $6.40M | 0.68% | −120−0.3% | Reduced |
| Jump Financial, LLC | 34,837 | $6.38M | 0.08% | +27,294+361.8% | Added |
| Siemens Fonds Invest GmbH | 34,703 | $6.35M | 0.37% | +1,911+5.8% | Added |
| Ancora Advisors, LLC | 34,680 | $6.35M | 0.13% | +11,528+49.8% | Added |
| Mirabella Financial Services LLP | 34,546 | $6.33M | 0.66% | +10,374+42.9% | Added |
| E. Ohman J:or Asset Management AB | 34,506 | $6.32M | 0.16% | −533−1.5% | Reduced |
| Hartford Financial Management Inc. | 34,167 | $6.26M | 1.71% | −1,647−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 34,088 | $6.24M | 0.20% | −379−1.1% | Reduced |
| Prentiss Smith & Co Inc | 34,057 | $6.23M | 3.71% | +26,388+344.1% | Added |
| Glenview Trust Co | 33,997 | $6.22M | 0.11% | +1,253+3.8% | Added |
| E Fund Management Co., Ltd. | 33,884 | $6.20M | 0.30% | −61,625−64.5% | Reduced |
| Spire Wealth Management | 33,945 | $6.20M | 0.22% | −5,549−14.1% | Reduced |
| Delta Financial Advisors LLC | 33,562 | $6.14M | 2.16% | −832−2.4% | Reduced |
| Capital Group Private Client Services, Inc. | 33,547 | $6.14M | 0.05% | −79,063−70.2% | Reduced |
| Argent Trust Co | 33,521 | $6.14M | 0.23% | +9,931+42.1% | Added |
| Rench Wealth Management, Inc. | 33,350 | $6.11M | 1.93% | +216+0.7% | Added |
| Guinness Atkinson Asset Management Inc | 33,314 | $6.10M | 3.20% | −3,132−8.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 33,313 | $6.10M | 1.60% | −350−1.0% | Reduced |
| Conning Inc. | 33,067 | $6.05M | 0.21% | +130.0% | Added |