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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $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 |
|---|---|---|---|---|---|
| Conscious Wealth Investments, LLC | 22,676 | $4.27M | 2.73% | +24+0.1% | Added |
| Westerkirk Capital Inc. | 23,300 | $4.27M | 0.53% | +23,300 | New |
| Jacobi Capital Management LLC | 23,133 | $4.24M | 0.28% | +2,040+9.7% | Added |
| Hemenway Trust Co LLC | 23,079 | $4.23M | 0.33% | +23,079 | New |
| Jag Capital Management, LLC | 22,990 | $4.21M | 0.47% | −11,521−33.4% | Reduced |
| Everence Capital Management Inc | 22,816 | $4.18M | 0.27% | −320−1.4% | Reduced |
| Scott & Selber, Inc. | 22,790 | $4.17M | 1.16% | +344+1.5% | Added |
| Pflug Koory, LLC | 22,709 | $4.16M | 2.11% | −63−0.3% | Reduced |
| Howard Capital Management Inc. | 22,656 | $4.15M | 0.06% | −1,121−4.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 22,623 | $4.14M | 0.65% | −2,977−11.6% | Reduced |
| Miracle Mile Advisors, LLC | 22,604 | $4.14M | 0.07% | +9,575+73.5% | Added |
| Eliot Finkel Investment Counsel, LLC | 22,568 | $4.13M | 2.66% | −100.0% | Reduced |
| Shayne & Co., LLC | 22,520 | $4.12M | 1.36% | 00.0% | Unchanged |
| Voleon Capital Management LP | 22,514 | $4.12M | 0.23% | +5,951+35.9% | Added |
| Boston Private Wealth LLC | 22,511 | $4.12M | 0.22% | −7,994−26.2% | Reduced |
| Frank, Rimerman Advisors LLC | 22,443 | $4.11M | 0.28% | +11,753+109.9% | Added |
| Nuance Investments, LLC | 22,420 | $4.10M | 0.32% | −79,391−78.0% | Reduced |
| LOM Asset Management Ltd | 22,341 | $4.09M | 1.38% | +22,341 | New |
| Bank Ozk | 22,294 | $4.08M | 1.56% | −631−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,138 | $4.05M | 0.28% | −1,535−6.5% | Reduced |
| Wahed Invest LLC | 22,075 | $4.04M | 0.62% | +834+3.9% | Added |
| Perennial Advisors, LLC | 22,063 | $4.04M | 0.75% | +177+0.8% | Added |
| Johnson Investment Counsel Inc | 21,955 | $4.02M | 0.04% | +178+0.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 21,857 | $4.00M | 4.79% | −968−4.2% | Reduced |
| Sterling Capital Management LLC | 21,825 | $4.00M | 0.06% | −16,318−42.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,717 | $3.98M | 0.37% | 00.0% | Unchanged |
| M&G Plc | 21,689 | $3.97M | 0.02% | −266−1.2% | Reduced |
| Green Alpha Advisors, LLC | 21,661 | $3.97M | 3.79% | −287−1.3% | Reduced |
| Smithfield Trust Co | 21,634 | $3.96M | 0.19% | 00.0% | Unchanged |
| Saranac Partners Ltd | 21,619 | $3.96M | 2.10% | +34+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $3.95M | 0.13% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 20,904 | $3.94M | 0.69% | +5,655+37.1% | Added |
| Gamco Investors, Inc. Et Al | 21,494 | $3.93M | 0.04% | +6,458+43.0% | Added |
| Daymark Wealth Partners, LLC | 21,348 | $3.91M | 0.15% | +109+0.5% | Added |
| Scotia Capital Inc. | 21,327 | $3.90M | 0.02% | +2,267+11.9% | Added |
| WCG Wealth Advisors LLC | 21,186 | $3.88M | 0.25% | +9,651+83.7% | Added |
| BKD Wealth Advisors, LLC | 21,149 | $3.87M | 0.08% | +1,819+9.4% | Added |
| Marco Investment Management LLC | 21,103 | $3.86M | 0.32% | 00.0% | Unchanged |
| Sciencast Management LP | 21,062 | $3.86M | 0.80% | −3,921−15.7% | Reduced |
| Mather Group, LLC. | 21,028 | $3.85M | 0.04% | +1,615+8.3% | Added |
| SFE Investment Counsel | 20,804 | $3.81M | 0.67% | +3,719+21.8% | Added |
| FineMark National Bank & Trust | 20,769 | $3.80M | 0.13% | −498−2.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 20,730 | $3.80M | 0.06% | +4,130+24.9% | Added |
| Aster Capital Management (DIFC) Ltd | 20,632 | $3.78M | 0.86% | +20,632 | New |
| Davidson Capital Management Inc. | 20,598 | $3.77M | 0.91% | +1,953+10.5% | Added |
| Mount Yale Investment Advisors, LLC | 20,464 | $3.75M | 0.29% | +295+1.5% | Added |
| English Capital Management LLC | 20,420 | $3.74M | 2.47% | +20,420 | New |
| Cullen Capital Management LLC | 20,163 | $3.69M | 0.04% | +528+2.7% | Added |
| S-Bank Fund Management Ltd | 20,000 | $3.66M | 0.54% | +20,000 | New |
| Koshinski Asset Management, Inc. | 19,935 | $3.65M | 0.28% | −1,089−5.2% | Reduced |
| Groupama Asset Managment | 19,878 | $3.64M | 0.06% | +1,656+9.1% | Added |
| Fruth Investment Management | 19,775 | $3.62M | 0.98% | −50−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 19,751 | $3.62M | 0.40% | −50.0% | Reduced |
| Jennison Associates LLC | 19,730 | $3.61M | 0.00% | +4,686+31.1% | Added |
| Alpha Cubed Investments, LLC | 19,630 | $3.59M | 0.14% | +62+0.3% | Added |
| Global Retirement Partners, LLC | 19,569 | $3.58M | 0.09% | +19,569 | New |
| Savant Capital, LLC | 19,473 | $3.56M | 0.03% | +670+3.6% | Added |
| Global X Japan Co., Ltd. | 19,425 | $3.56M | 0.36% | −48,046−71.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,420 | $3.56M | 0.08% | −2,499−11.4% | Reduced |
| Maxi Investments CY Ltd | 19,400 | $3.55M | 0.59% | +12,700+189.6% | Added |
| Limestone Investment Advisors LP | 19,400 | $3.55M | 1.54% | +19,400 | New |
| BDF-Gestion | 19,363 | $3.54M | 0.40% | −2,110−9.8% | Reduced |
| Callan Family Office, LLC | 19,168 | $3.51M | 0.11% | +11,877+162.9% | Added |
| BBR Partners, LLC | 19,134 | $3.50M | 0.22% | −90.0% | Reduced |
| ARS Investment Partners, LLC | 19,093 | $3.50M | 0.25% | −150−0.8% | Reduced |
| Liberty Wealth Management LLC | 18,960 | $3.47M | 0.54% | +106+0.6% | Added |
| Parallel Advisors, LLC | 18,919 | $3.46M | 0.07% | +1,484+8.5% | Added |
| Progressive Investment Management Corp | 18,821 | $3.45M | 0.88% | −193−1.0% | Reduced |
| Fragasso Group Inc. | 18,749 | $3.43M | 0.23% | −1,262−6.3% | Reduced |
| WSFS Capital Management, LLC | 18,613 | $3.41M | 0.19% | +1,090+6.2% | Added |
| Klingman & Associates, LLC | 18,610 | $3.41M | 0.19% | +167+0.9% | Added |
| TownSquare Capital, LLC | 18,488 | $3.38M | 0.33% | −67,541−78.5% | Reduced |
| Capital International Sarl | 18,446 | $3.38M | 0.06% | −53,308−74.3% | Reduced |
| Strategic Global Advisors, LLC | 18,437 | $3.38M | 0.55% | +1,078+6.2% | Added |
| TD Private Client Wealth LLC | 18,366 | $3.36M | 0.08% | −1,713−8.5% | Reduced |
| Tandem Capital Management Corp | 18,322 | $3.35M | 1.70% | −36−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 18,220 | $3.34M | 0.31% | −1,847−9.2% | Reduced |
| Lifeworks Advisors, LLC | 18,189 | $3.33M | 0.50% | +4,244+30.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 18,057 | $3.31M | 0.35% | +18,057 | New |
| MUFG Securities Americas Inc. | 18,006 | $3.30M | 0.28% | +3,620+25.2% | Added |
| Sphera Funds Management Ltd. | 18,000 | $3.30M | 0.86% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 17,989 | $3.29M | 0.45% | −1,466−7.5% | Reduced |
| Meeder Advisory Services, Inc. | 17,951 | $3.29M | 0.17% | +798+4.7% | Added |
| Knollwood Investment Advisory, LLC | 17,948 | $3.29M | 0.32% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 17,920 | $3.28M | 0.06% | +17,920 | New |
| Droms Strauss Advisors Inc | 17,820 | $3.26M | 1.00% | −47−0.3% | Reduced |
| LaFleur & Godfrey LLC | 17,793 | $3.26M | 0.41% | −2,140−10.7% | Reduced |
| Wright Investors Service Inc | 17,630 | $3.23M | 0.97% | −8,522−32.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,626 | $3.23M | 0.28% | −25−0.1% | Reduced |
| Signaturefd, LLC | 17,538 | $3.21M | 0.05% | +609+3.6% | Added |
| Cape Ann Savings Bank | 17,520 | $3.21M | 1.92% | −165−0.9% | Reduced |
| Modern Wealth Management, LLC | 17,473 | $3.20M | 0.08% | +416+2.4% | Added |
| Howe & Rusling Inc | 17,436 | $3.19M | 0.24% | −193−1.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 17,436 | $3.19M | 2.52% | +27+0.2% | Added |
| Bryn Mawr Trust Co | 17,420 | $3.19M | 0.06% | −1,262−6.8% | Reduced |
| Bill Few Associates, Inc. | 17,365 | $3.18M | 0.90% | +7,122+69.5% | Added |
| NVWM, LLC | 17,235 | $3.16M | 0.76% | +645+3.9% | Added |
| Prudential PLC | 17,171 | $3.14M | 0.02% | −63,525−78.7% | Reduced |
| JT Stratford LLC | 17,150 | $3.14M | 0.48% | +7,067+70.1% | Added |
| Massmutual Trust Co FSB | 17,142 | $3.14M | 0.08% | +233+1.4% | Added |