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 3 sales; 3,518 institutions reported holding it in 13F filings for Q2 2026, worth $477.6B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q3 2025
Institutional positions in Applied Materials Inc as of Sep 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
- 2,362
- +77 vs. Q2 2025
- Shares held
- 638.1M
- +6.62M (+1.0%) vs. Q2 2025
- Total value
- $130.6B
- +$15.1B (+13.1%) vs. Q2 2025
- New holders
- 228
- 857 more added
- Sold out
- 151
- 920 more reduced
39 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,518 | $477.6B |
| Q1 2026 | 2,955 | $219.3B |
| Q4 2025 | 2,645 | $170.6B |
| Q3 2025 | 2,362 | $130.6B |
| Q2 2025 | 2,324 | $115.7B |
| Q1 2025 | 2,166 | $91.8B |
| Q4 2024 | 2,240 | $105.3B |
| Q3 2024 | 2,216 | $133.5B |
| Q2 2024 | 2,286 | $157.7B |
| Q1 2024 | 2,221 | $140.3B |
| Q4 2023 | 2,034 | $111.5B |
| Q3 2023 | 1,852 | $93.0B |
| Q2 2023 | 1,830 | $96.5B |
| Q1 2023 | 1,761 | $84.2B |
| Q4 2022 | 1,685 | $65.5B |
| Q3 2022 | 1,561 | $54.6B |
| Q2 2022 | 1,631 | $60.4B |
| Q1 2022 | 1,781 | $90.1B |
| Q4 2021 | 1,846 | $110.9B |
| Q3 2021 | 1,638 | $90.1B |
| Q2 2021 | 1,648 | $101.4B |
| Q1 2021 | 1,596 | $98.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 76,449,143 | $15.7B | 0.23% | −838,883−1.1% | Reduced |
| BlackRock, Inc. | 74,384,347 | $15.2B | 0.27% | −875,586−1.2% | Reduced |
| State Street Corp | 38,172,102 | $7.82B | 0.27% | −748,882−1.9% | Reduced |
| Geode Capital Management, LLC | 20,937,804 | $4.27B | 0.27% | −88,559−0.4% | Reduced |
| Capital Research Global Investors | 14,877,672 | $3.05B | 0.57% | +10,305,182+225.4% | Added |
| Alliancebernstein L.P. | 12,774,281 | $2.62B | 0.82% | −789,839−5.8% | Reduced |
| Ameriprise Financial Inc | 12,520,114 | $2.56B | 0.59% | +3,583,751+40.1% | Added |
| JPMorgan Chase & Co | 11,964,524 | $2.45B | 0.08% | +6,738,694+128.9% | Added |
| Morgan Stanley | 11,097,823 | $2.27B | 0.14% | +318,679+3.0% | Added |
| Sanders Capital, LLC | 10,978,990 | $2.25B | 2.77% | +3,280,730+42.6% | Added |
| Van Eck Associates Corp | 10,552,132 | $2.16B | 2.01% | +1,681,911+19.0% | Added |
| Northern Trust Corp | 9,415,183 | $1.93B | 0.25% | −135,130−1.4% | Reduced |
| UBS Asset Management Americas Inc | 9,129,483 | $1.87B | 0.41% | +7,856,576+617.2% | Added |
| Bank of New York Mellon Corp | 8,264,566 | $1.69B | 0.30% | +312,875+3.9% | Added |
| Invesco Ltd. | 7,985,720 | $1.63B | 0.26% | +348,672+4.6% | Added |
| Amundi | 7,007,690 | $1.57B | 0.50% | −864,270−11.0% | Reduced |
| Bank of America Corp | 7,191,115 | $1.47B | 0.11% | +127,733+1.8% | Added |
| Nuveen, LLC | 7,001,432 | $1.43B | 0.38% | −611,192−8.0% | Reduced |
| Deutsche Bank AG | 6,540,039 | $1.34B | 0.45% | −141,772−2.1% | Reduced |
| Legal & General Group Plc | 6,537,367 | $1.34B | 0.30% | +48,575+0.7% | Added |
| Goldman Sachs Group Inc | 6,320,210 | $1.29B | 0.19% | −1,287,023−16.9% | Reduced |
| Davis Selected Advisers | 5,553,992 | $1.14B | 5.94% | +596,399+12.0% | Added |
| FMR LLC | 5,015,682 | $1.03B | 0.05% | −47,914−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 4,860,741 | $995.2M | 0.16% | −12,421−0.3% | Reduced |
| EdgePoint Investment Group Inc. | 4,817,887 | $986.4M | 7.37% | −173,580−3.5% | Reduced |
| Price T Rowe Associates Inc | 4,543,770 | $930.3M | 0.10% | −3,932,086−46.4% | Reduced |
| Barclays PLC | 4,060,052 | $831.3M | 0.31% | +55,560+1.4% | Added |
| UBS Group AG | 4,018,232 | $822.7M | 0.16% | −748,303−15.7% | Reduced |
| Parnassus Investments | 3,761,185 | $770.1M | 1.78% | +422,231+12.6% | Added |
| Capital International Investors | 3,733,919 | $764.5M | 0.12% | −3,480−0.1% | Reduced |
| Capital World Investors | 3,719,504 | $761.5M | 0.10% | −198,767−5.1% | Reduced |
| Franklin Resources Inc | 3,377,917 | $690.3M | 0.17% | −199,881−5.6% | Reduced |
| Swedbank AB | 3,361,543 | $688.2M | 0.70% | −407,008−10.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 3,349,048 | $685.7M | 1.68% | +3,349,048 | New |
| Dimensional Fund Advisors LP | 3,288,473 | $673.3M | 0.14% | +465,824+16.5% | Added |
| Boston Partners | 3,208,759 | $658.8M | 0.68% | −327,748−9.3% | Reduced |
| First Trust Advisors LP | 3,101,772 | $635.1M | 0.47% | +145,050+4.9% | Added |
| American Century Companies Inc | 3,020,823 | $618.5M | 0.31% | −1,265,056−29.5% | Reduced |
| Cantillon Capital Management LLC | 2,951,260 | $604.2M | 3.33% | −32,480−1.1% | Reduced |
| Lazard Asset Management LLC | 2,883,765 | $590.4M | 0.80% | −833,589−22.4% | Reduced |
| FIL Ltd | 2,834,031 | $580.2M | 0.46% | +2,818,892+18,620.1% | Added |
| Pictet Asset Management Holding SA | 2,765,815 | $566.3M | 0.55% | −154,818−5.3% | Reduced |
| Victory Capital Management Inc | 2,683,635 | $549.2M | 0.32% | −497,839−15.6% | Reduced |
| Royal Bank of Canada | 2,658,570 | $544.3M | 0.10% | −3,948,658−59.8% | Reduced |
| Nordea Investment Management AB | 2,467,216 | $514.5M | 0.45% | +137,250+5.9% | Added |
| Citigroup Inc | 2,472,884 | $506.3M | 0.35% | −850,893−25.6% | Reduced |
| Pacer Advisors, Inc. | 2,439,598 | $499.5M | 1.28% | +2,304,369+1,704.0% | Added |
| Flossbach Von Storch AG | 2,408,464 | $493.1M | 1.94% | −53,256−2.2% | Reduced |
| HSBC Holdings PLC | 2,331,113 | $476.8M | 0.28% | −163,642−6.6% | Reduced |
| Swiss National Bank | 2,313,300 | $473.6M | 0.27% | −146,100−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,283,579 | $467.5M | 0.36% | −653,417−22.2% | Reduced |
| National Pension Service | 2,257,690 | $462.2M | 0.36% | +56,147+2.6% | Added |
| Allianz Asset Management GmbH | 2,250,738 | $460.8M | 0.57% | −700,479−23.7% | Reduced |
| Rafferty Asset Management, LLC | 2,223,600 | $455.3M | 1.48% | −278,436−11.1% | Reduced |
| Assenagon Asset Management S.A. | 2,112,238 | $432.5M | 0.64% | +87,973+4.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,032,438 | $416.1M | 0.24% | −812,322−28.6% | Reduced |
| First Manhattan Co | 2,029,335 | $415.5M | 1.10% | −779,120−27.7% | Reduced |
| Wells Fargo & Company | 1,769,763 | $362.3M | 0.07% | −149,819−7.8% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,697,664 | $347.6M | 1.76% | +2,000+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,695,146 | $347.4M | 0.25% | +52,703+3.2% | Added |
| LSV Asset Management | 1,666,506 | $341.2M | 0.75% | +15,764+1.0% | Added |
| Holocene Advisors, LP | 1,657,557 | $339.4M | 0.78% | +1,657,557 | New |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $337.6M | 1.51% | 00.0% | Unchanged |
| California Public Employees Retirement System | 1,636,348 | $335.0M | 0.20% | −744,137−31.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,626,578 | $333.0M | 0.48% | +424,039+35.3% | Added |
| National Bank of Canada | 1,588,727 | $325.3M | 0.37% | +295,009+22.8% | Added |
| Primecap Management Co | 1,584,226 | $324.4M | 0.25% | −165,800−9.5% | Reduced |
| Bessemer Group Inc | 1,574,814 | $322.4M | 0.49% | −6,484−0.4% | Reduced |
| TD Asset Management Inc | 1,495,454 | $306.2M | 0.25% | −35,503−2.3% | Reduced |
| Great West Life Assurance Co | 1,486,828 | $304.7M | 0.44% | +98,978+7.1% | Added |
| Rhumbline Advisers | 1,474,149 | $301.8M | 0.24% | −35,350−2.3% | Reduced |
| Russell Investments Group, Ltd. | 1,393,938 | $285.4M | 0.32% | +119,342+9.4% | Added |
| Canada Pension Plan Investment Board | 1,350,149 | $276.4M | 0.19% | −384,401−22.2% | Reduced |
| Raymond James Financial Inc | 1,319,489 | $270.2M | 0.09% | +115,226+9.6% | Added |
| California State Teachers Retirement System | 1,294,028 | $264.9M | 0.27% | −7,251−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,237,946 | $253.5M | 0.42% | −24,112−1.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,233,506 | $252.5M | 1.39% | −67,437−5.2% | Reduced |
| Envestnet Asset Management Inc | 1,223,155 | $250.4M | 0.07% | +28,974+2.4% | Added |
| Squarepoint Ops LLC | 1,191,405 | $243.9M | 0.52% | +967,750+432.7% | Added |
| Manufacturers Life Insurance Company, The | 1,187,261 | $243.1M | 0.20% | +215,608+22.2% | Added |
| Maj Invest Holding A/S | 1,184,824 | $242.6M | 8.29% | −58,834−4.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,182,017 | $242.0M | 0.45% | −568,225−32.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,596 | $235.6M | 0.66% | +2820.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,145,914 | $234.6M | 0.39% | −3,402−0.3% | Reduced |
| ProShare Advisors LLC | 1,145,081 | $234.4M | 0.49% | −263,983−18.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,133,392 | $232.1M | 0.21% | +564,613+99.3% | Added |
| Brown Brothers Harriman & Co | 1,102,783 | $225.8M | 1.38% | −20,039−1.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,088,672 | $222.9M | 1.34% | +1,088,672 | New |
| Impax Asset Management Group plc | 1,079,832 | $221.1M | 1.29% | −259,525−19.4% | Reduced |
| Abrams Bison Investments, LLC | 1,072,000 | $219.5M | 17.21% | +197,000+22.5% | Added |
| New York State Common Retirement Fund | 1,031,105 | $211.1M | 0.27% | −46,377−4.3% | Reduced |
| Principal Financial Group Inc | 1,022,794 | $209.4M | 0.11% | +2,156+0.2% | Added |
| Natixis Advisors, L.P. | 957,386 | $196.0M | 0.29% | +18,279+1.9% | Added |
| Employees Provident Fund Board | 946,781 | $193.8M | 1.56% | −250,000−20.9% | Reduced |
| Bank of Montreal | 942,626 | $193.0M | 0.08% | +70,511+8.1% | Added |
| Neuberger Berman Group LLC | 923,380 | $189.1M | 0.14% | −16,278−1.7% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $183.3M | 0.57% | 00.0% | Unchanged |
| Naya Capital Management UK Ltd | 881,453 | $180.5M | 15.35% | −1,825,402−67.4% | Reduced |
| Stifel Financial Corp | 863,136 | $176.7M | 0.16% | −45,344−5.0% | Reduced |
| LPL Financial LLC | 861,815 | $176.4M | 0.05% | +78,365+10.0% | Added |