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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
2,323
+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.

Institutional holdersQ2 2025: 2,323 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: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 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 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$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
Steel Peak Wealth Management LLC33,013$6.04M0.24%−3,691−10.1%Reduced
Advisory Resource Group32,740$5.99M1.15%+317+1.0%Added
Northwest Bancshares, Inc.32,685$5.98M1.04%−114−0.3%Reduced
EFG Asset Management (North America) Corp.32,636$5.97M0.84%+8,983+38.0%Added
Woodstock Corp32,625$5.97M0.55%+942+3.0%Added
Arkadios Wealth Advisors32,584$5.96M0.18%−1,509−4.4%Reduced
Vise Technologies, Inc.32,369$5.93M0.24%+32,369New
Advisors Asset Management, Inc.32,239$5.90M0.11%+1,643+5.4%Added
Hendley & Co Inc31,756$5.81M2.03%+515+1.6%Added
Kempen Capital Management N.V.31,681$5.80M0.06%−95,682−75.1%Reduced
Kinneret Advisory, LLC31,636$5.79M0.53%−48−0.2%Reduced
Torray LLC31,620$5.79M0.84%−20,664−39.5%Reduced
National Mutual Insurance Federation of Agricultural Cooperatives31,500$5.77M0.05%+31,500New
Plato Investment Management Ltd31,596$5.76M0.43%+146+0.5%Added
Allworth Financial LP31,392$5.75M0.03%+9,002+40.2%Added
Groupe la Francaise31,381$5.72M0.09%+4,710+17.7%Added
Leelyn Smith, LLC31,210$5.71M0.94%+871+2.9%Added
NJ State Employees Deferred Compensation Plan31,200$5.71M0.67%00.0%Unchanged
J. W. Coons Advisors, LLC31,158$5.70M1.29%+24,815+391.2%Added
Gold Investment Management Ltd.30,887$5.67M2.13%+3,066+11.0%Added
Axxcess Wealth Management, LLC30,490$5.58M0.13%+3,938+14.8%Added
AG2R la Mondiale Gestion D'Actifs30,399$5.57M0.29%+209+0.7%Added
Fort Sheridan Advisors LLC30,127$5.52M0.79%−415−1.4%Reduced
UBS Oconnor LLC30,000$5.49M0.15%+30,000New
United Capital Financial Advisers, LLC29,881$5.47M0.04%+298+1.0%Added
Argonautica Private Wealth Management, Inc29,741$5.44M1.72%−973−3.2%Reduced
Red Spruce Capital, LLC29,659$5.43M2.35%−151−0.5%Reduced
Wetherby Asset Management Inc29,640$5.43M0.24%+29,640New
Empirical Finance, LLC29,491$5.40M0.28%+175+0.6%Added
Oversea-Chinese Banking CORP Ltd29,197$5.36M0.15%+16,871+136.9%Added
Greenleaf Trust29,157$5.34M0.05%−10,956−27.3%Reduced
Calamos Wealth Management LLC29,138$5.33M0.23%+598+2.1%Added
Thompson Siegel & Walmsley LLC29,132$5.33M0.09%+16,638+133.2%Added
GHP Investment Advisors, Inc.29,104$5.33M0.24%+3,932+15.6%Added
Tower Research Capital LLC (TRC)29,044$5.32M0.14%+7,926+37.5%Added
Fifth Third Wealth Advisors LLC28,940$5.30M0.22%+654+2.3%Added
Colonial Trust Co28,753$5.26M0.77%−450−1.5%Reduced
Allen Mooney & Barnes Investment Advisors LLC28,718$5.26M0.86%−110.0%Reduced
We Are One Seven, LLC28,693$5.25M0.17%+5,533+23.9%Added
Ingalls & Snyder LLC28,645$5.24M0.19%+2,000+7.5%Added
RBA Wealth Management, LLC28,440$5.21M1.94%+574+2.1%Added
Burr Financial Services, LLC28,396$5.20M4.37%+22,496+381.3%Added
Trustco Bank Corp N Y28,360$5.19M5.08%−28−0.1%Reduced
Fulton Bank, N.A.28,303$5.18M0.19%−1,110−3.8%Reduced
Nilsine Partners, LLC28,272$5.18M0.52%+517+1.9%Added
Commerzbank Aktiengesellschaft28,142$5.15M0.12%+441+1.6%Added
Silver Lake Advisory, LLC28,118$5.15M2.19%+240+0.9%Added
Intact Investment Management Inc.28,100$5.14M0.17%−4,100−12.7%Reduced
Venturi Wealth Management, LLC27,881$5.10M0.25%+11,238+67.5%Added
HB Wealth Management, LLC27,805$5.09M0.04%+5,413+24.2%Added
Bailard, Inc.27,786$5.09M0.12%+333+1.2%Added
Balyasny Asset Management LLC27,495$5.03M0.01%−31,830−53.7%Reduced
Apollon Wealth Management, LLC27,463$5.03M0.10%−193−0.7%Reduced
Prospector Partners LLC27,117$4.96M0.58%+27,117New
Family Legacy, Inc.26,978$4.94M1.61%+69+0.3%Added
Capital Asset Advisory Services LLC26,854$4.93M0.23%+2,187+8.9%Added
Change Path, LLC26,952$4.93M0.13%+2,119+8.5%Added
Bonness Enterprises Inc26,836$4.91M1.61%00.0%Unchanged
Generali Investments Towarzystwo Funduszy Inwestycyjnych26,650$4.88M2.55%00.0%Unchanged
Park Avenue Securities LLC26,565$4.86M0.04%−1,313−4.7%Reduced
Phraction Management LLC26,524$4.86M1.55%−3,270−11.0%Reduced
Williams Jones Wealth Management, LLC.26,380$4.83M0.06%−18,165−40.8%Reduced
Vestcor Inc26,338$4.82M0.15%+939+3.7%Added
Regions Financial Corp26,192$4.79M0.03%−1,423−5.2%Reduced
Tokio Marine Asset Management Co Ltd26,142$4.79M0.18%−43,142−62.3%Reduced
Polymer Capital Management (US) LLC26,122$4.78M0.78%+20,619+374.7%Added
Soltis Investment Advisors LLC26,111$4.78M0.38%+3,001+13.0%Added
Quadrant Capital Group LLC26,089$4.78M0.17%+7,468+40.1%Added
Northwestern Mutual Investment Management Company, LLC25,919$4.74M0.07%+71+0.3%Added
First National Bank of Mount Dora, Trust Investment Services25,894$4.74M1.07%+386+1.5%Added
Leonteq Securities AG25,868$4.74M0.28%−29,238−53.1%Reduced
Magnetar Financial LLC25,846$4.73M0.02%+22,933+787.3%Added
IFP Advisors, Inc25,599$4.73M0.13%−400−1.5%Reduced
Atria Wealth Solutions, Inc.25,615$4.72M0.11%−13,495−34.5%Reduced
Ssa Swiss Advisors AG24,902$4.65M2.24%+6,955+38.8%Added
Sphera Management Technology Funds Ltd25,310$4.63M2.84%+7,510+42.2%Added
RSM US Wealth Management LLC25,167$4.61M0.06%+2,480+10.9%Added
Choate Investment Advisors25,146$4.60M0.10%−187−0.7%Reduced
Ramsay, Stattman, Vela & Price, Inc.25,118$4.60M0.86%−60−0.2%Reduced
Coldstream Capital Management Inc25,009$4.58M0.07%+4,930+24.6%Added
Y-Intercept (Hong Kong) Ltd24,989$4.57M0.11%−9,930−28.4%Reduced
Peloton Wealth Strategists24,965$4.57M1.83%−1,325−5.0%Reduced
Kestra Private Wealth Services, LLC24,933$4.56M0.07%−1,309−5.0%Reduced
Midwest Professional Planners, LTD.24,917$4.56M1.20%+473+1.9%Added
Curat Global, LLC24,856$4.55M4.34%+3,175+14.6%Added
Perigon Wealth Management, LLC24,806$4.54M0.11%+227+0.9%Added
Occidental Asset Management, LLC24,752$4.53M0.63%+624+2.6%Added
Ostrum Asset Management24,659$4.51M0.21%+117+0.5%Added
Walleye Capital LLC24,636$4.51M0.04%−118,427−82.8%Reduced
Intech Investment Management LLC24,578$4.50M0.04%−8,729−26.2%Reduced
Azzad Asset Management Inc24,567$4.50M0.48%+1,103+4.7%Added
Beech Hill Advisors, Inc.24,495$4.48M2.02%−9,477−27.9%Reduced
Independent Advisor Alliance24,453$4.48M0.13%+1,872+8.3%Added
Winton Group Ltd24,402$4.47M0.23%−22,467−47.9%Reduced
Evercore Wealth Management, LLC24,262$4.44M0.07%−31,507−56.5%Reduced
Clark Capital Management Group, Inc.24,018$4.40M0.03%+3,504+17.1%Added
RFG Advisory, LLC23,995$4.39M0.10%+290+1.2%Added
Cypress Asset Management Inc23,976$4.39M1.06%+551+2.4%Added
CIBC Private Wealth Group, LLC23,801$4.36M0.01%+411+1.8%Added
Two Sigma Investments, LP23,600$4.32M0.01%−886,580−97.4%Reduced