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 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
Outfitter Financial LLC17,125$3.14M2.67%−375−2.1%Reduced
Moors & Cabot, Inc.17,124$3.13M0.15%+34+0.2%Added
St Germain D J Co Inc16,918$3.10M0.13%00.0%Unchanged
Commonwealth Retirement Investments LLC16,771$3.07M1.17%+7,589+82.7%Added
Founders Capital Management16,767$3.07M1.84%−144−0.9%Reduced
Romano Brothers and Company16,722$3.06M0.38%−185−1.1%Reduced
Boomfish Wealth Group, LLC16,648$3.05M1.76%+392+2.4%Added
Kingsview Wealth Management, LLC16,623$3.04M0.05%+1,809+12.2%Added
Ferguson Wellman Capital Management, Inc16,579$3.04M0.05%−860−4.9%Reduced
Shoker Investment Counsel, Inc.16,550$3.03M0.95%+65+0.4%Added
Jefferies Financial Group Inc.16,525$3.03M0.05%−3,345−16.8%Reduced
Markel Group Inc.SuperinvestorMarkel Group16,500$3.02M0.03%+16,500New
Ballentine Partners, LLC16,390$3.00M0.05%+2,039+14.2%Added
Caxton Associates LLP16,375$3.00M0.08%+6,185+60.7%Added
Palisade Capital Management LLC16,336$2.99M0.08%−1,732−9.6%Reduced
Truvestments Capital LLC16,328$2.99M0.60%−1,171−6.7%Reduced
Cary Street Partners Financial LLC16,291$2.98M0.08%+287+1.8%Added
Bangor Savings Bank16,177$2.96M0.26%−563−3.4%Reduced
Annex Advisory Services, LLC16,133$2.95M0.07%−3,293−17.0%Reduced
Eagle Rock Investment Company, LLC16,113$2.95M0.47%+292+1.8%Added
Ofi Invest Asset Management18,878$2.94M0.07%+4,810+34.2%Added
GAMMA Investing LLC16,028$2.93M0.19%+3,457+27.5%Added
Atlas Capital Advisors LLC16,008$2.93M0.36%−589−3.5%Reduced
Chatham Capital Group, Inc.15,935$2.92M0.44%+680+4.5%Added
Clear Harbor Asset Management, LLC15,890$2.91M0.22%+905+6.0%Added
MainStreet Investment Advisors LLC15,869$2.91M0.40%−559−3.4%Reduced
La Banque Postale Asset Management SA15,748$2.88M0.04%−20,423−56.5%Reduced
Eagle Capital Management, LLC15,597$2.85M1.25%−99−0.6%Reduced
Harfst & Associates, Inc.15,591$2.85M0.59%−1,033−6.2%Reduced
Hohimer Wealth Management, LLC15,472$2.83M0.50%+164+1.1%Added
West Oak Capital, LLC15,367$2.81M1.11%+1,680+12.3%Added
Fortem Financial Group, LLC15,365$2.81M0.91%+3,461+29.1%Added
Stonebridge Capital Management Inc15,305$2.80M1.10%+525+3.6%Added
Cardiff Park Advisors, LLC15,305$2.80M0.24%00.0%Unchanged
Voya Financial Advisors, Inc.15,291$2.80M0.28%+6,520+74.3%Added
Foster & Motley Inc15,183$2.78M0.16%−1,201−7.3%Reduced
MIG Capital, LLC15,157$2.77M0.29%+11,514+316.1%Added
FIL Ltd15,139$2.77M0.00%+10,877+255.2%Added
Sig Brokerage, LP15,138$2.77M0.76%+15,138New
Geneos Wealth Management Inc.15,118$2.77M0.07%+3,587+31.1%Added
Hudson Canyon Capital Management15,068$2.76M1.72%−316−2.1%Reduced
Schnieders Capital Management LLC15,003$2.75M0.48%+3,469+30.1%Added
Guardian Capital LP14,960$2.74M0.10%+14,960New
Mitchell McLeod Pugh & Williams Inc14,876$2.72M0.51%+100+0.7%Added
Canada Post Corp Registered Pension Plan14,761$2.70M0.16%+14,761New
CFM Wealth Partners LLC14,716$2.69M0.43%−179−1.2%Reduced
Value Partners Investments Inc.14,734$2.69M0.21%+800+5.7%Added
JNBA Financial Advisors14,589$2.67M0.26%00.0%Unchanged
Leibman Financial Services, Inc.14,580$2.67M2.05%−747−4.9%Reduced
Live Oak Private Wealth LLC14,579$2.67M0.40%−30−0.2%Reduced
Summit Financial, LLC14,557$2.66M0.06%−974−6.3%Reduced
Alaethes Wealth LLC14,472$2.65M0.79%+696+5.1%Added
Intrust Bank NA14,331$2.62M0.23%−947−6.2%Reduced
Cascade Investment Advisors, Inc.14,232$2.61M1.67%+405+2.9%Added
LGT Fund Management Co Ltd.14,215$2.60M0.23%−827−5.5%Reduced
Glass Wealth Management Co LLC14,145$2.59M1.38%+450+3.3%Added
Linden Thomas Advisory Services, LLC14,115$2.58M0.28%−10,398−42.4%Reduced
Landscape Capital Management, L.L.C.14,097$2.58M0.20%+7,947+129.2%Added
Kestra Investment Management, LLC15,301$2.58M0.04%+9,467+162.3%Added
Central Trust Co14,059$2.57M0.06%−217−1.5%Reduced
AlTi Global, Inc.13,532$2.56M0.06%−421−3.0%Reduced
National Asset Management, Inc.13,993$2.56M0.12%−1,565−10.1%Reduced
RD Finance Ltd13,950$2.55M3.34%00.0%Unchanged
HighPoint Advisor Group LLC13,931$2.55M0.14%+776+5.9%Added
Caisse des Depots Et Consignations13,913$2.55M0.11%−2,664−16.1%Reduced
Bridgeway Capital Management, LLC13,870$2.54M0.06%−300−2.1%Reduced
LGT Group Foundation13,777$2.52M0.03%−19,041−58.0%Reduced
Brighton Jones LLC13,749$2.52M0.07%−1,157−7.8%Reduced
Quartz Partners, LLC13,701$2.51M1.15%+251+1.9%Added
Diligent Investors, LLC13,652$2.50M0.59%−40.0%Reduced
CWA Asset Management Group, LLC13,575$2.49M0.10%−229−1.7%Reduced
XML Financial, LLC13,569$2.48M0.22%+758+5.9%Added
Archford Capital Strategies, LLC13,555$2.48M0.32%−9,069−40.1%Reduced
AMF Pensionsforsakring AB13,532$2.48M0.02%00.0%Unchanged
NorthRock Partners, LLC13,475$2.47M0.06%+564+4.4%Added
Legal Advantage Investments, Inc.13,471$2.47M1.15%−700−4.9%Reduced
Beacon Pointe Advisors, LLC13,418$2.46M0.03%+986+7.9%Added
Tectonic Advisors LLC13,406$2.45M0.14%+751+5.9%Added
Zhang Financial LLC13,396$2.45M0.11%−527−3.8%Reduced
180 Wealth Advisors, LLC13,386$2.45M0.34%−268−2.0%Reduced
Journey Advisory Group, LLC13,371$2.45M0.19%00.0%Unchanged
Fulcrum Asset Management LLP13,358$2.45M0.70%+13,358New
Caldwell Trust Co13,298$2.43M0.24%+328+2.5%Added
Evergreen Capital Management LLC13,296$2.43M0.07%+2,421+22.3%Added
Sowell Financial Services LLC13,206$2.42M0.10%+2,677+25.4%Added
Audent Global Asset Management, LLC13,198$2.42M1.74%−36−0.3%Reduced
SBI Securities Co., Ltd.13,194$2.42M0.07%−359−2.6%Reduced
Wedmont Private Capital12,268$2.40M0.10%+640+5.5%Added
Auto-Owners Insurance Co13,000$2.38M0.05%00.0%Unchanged
Fairtree Asset Management (Pty) Ltd12,990$2.38M1.79%+6,260+93.0%Added
Sompo Asset Management Co., Ltd.12,940$2.37M0.41%+9,790+310.8%Added
STF Management LP12,896$2.36M0.93%+326+2.6%Added
Carmel Capital Partners, LLC12,889$2.36M0.83%+2,708+26.6%Added
Equitable Holdings, Inc.12,882$2.36M0.02%+1,666+14.9%Added
Coastal Bridge Advisors, LLC12,882$2.36M0.20%+1,039+8.8%Added
PFG Investments, LLC12,846$2.35M0.14%+1,751+15.8%Added
Integrated Advisors Network LLC12,816$2.35M0.11%+2,431+23.4%Added
Krilogy Financial LLC12,785$2.34M0.13%−646−4.8%Reduced
Buttonwood Financial Advisors Inc.12,769$2.34M0.94%+304+2.4%Added
Anchor Investment Management, LLC12,684$2.32M0.20%−153−1.2%Reduced