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, 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
- +79 vs. Q2 2025
- Shares held
- 631.9M
- +12.9M (+2.1%) vs. Q2 2025
- Total value
- $129.3B
- +$16.1B (+14.2%) vs. Q2 2025
- New holders
- 229
- 857 more added
- Sold out
- 150
- 918 more reduced
40 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 | 3,520 | $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, 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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 19,828 | $4.06M | 0.25% | −1,358−6.4% | Reduced |
| SP Asset Management LLC | 19,899 | $4.07M | 0.32% | −38,842−66.1% | Reduced |
| Intech Investment Management LLC | 19,944 | $4.08M | 0.04% | −4,634−18.9% | Reduced |
| Beacon Pointe Advisors, LLC | 19,962 | $4.09M | 0.03% | +6,544+48.8% | Added |
| FineMark National Bank & Trust | 20,052 | $4.11M | 0.13% | −717−3.5% | Reduced |
| MIG Capital, LLC | 20,359 | $4.17M | 0.61% | +5,202+34.3% | Added |
| Zurich Insurance Group Ltd | 20,386 | $4.17M | 0.03% | −409,297−95.3% | Reduced |
| English Capital Management LLC | 20,420 | $4.18M | 2.73% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 20,425 | $4.18M | 0.93% | −173−0.8% | Reduced |
| Dnca Finance | 20,500 | $4.20M | 0.29% | +20,500 | New |
| Global Retirement Partners, LLC | 20,617 | $4.22M | 0.09% | +1,048+5.4% | Added |
| Vestcor Inc | 20,743 | $4.25M | 0.13% | −5,595−21.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 20,830 | $4.26M | 4.58% | −1,027−4.7% | Reduced |
| Eagle Capital Management, LLC | 20,914 | $4.28M | 1.62% | +5,317+34.1% | Added |
| Global X Japan Co., Ltd. | 20,964 | $4.29M | 0.37% | +1,539+7.9% | Added |
| SFE Investment Counsel | 21,004 | $4.30M | 0.69% | +200+1.0% | Added |
| China Universal Asset Management Co., Ltd. | 21,031 | $4.31M | 0.36% | +2,811+15.4% | Added |
| Scotia Capital Inc. | 21,033 | $4.31M | 0.02% | −294−1.4% | Reduced |
| Mather Group, LLC. | 21,043 | $4.31M | 0.04% | +15+0.1% | Added |
| Romano Brothers and Company | 21,057 | $4.32M | 0.49% | +4,335+25.9% | Added |
| Marco Investment Management LLC | 21,103 | $4.32M | 0.33% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $4.32M | 0.29% | −1,030−4.7% | Reduced |
| Beech Hill Advisors, Inc. | 21,159 | $4.33M | 2.02% | −3,336−13.6% | Reduced |
| TD Private Client Wealth LLC | 21,196 | $4.34M | 0.10% | +2,830+15.4% | Added |
| Gamco Investors, Inc. Et Al | 21,200 | $4.34M | 0.04% | −294−1.4% | Reduced |
| Change Path, LLC | 21,211 | $4.34M | 0.11% | −5,741−21.3% | Reduced |
| Mubadala Investment Co PJSC | 21,404 | $4.38M | 0.02% | +21,404 | New |
| Exchange Traded Concepts, LLC | 21,414 | $4.38M | 0.04% | +19,032+799.0% | Added |
| Daymark Wealth Partners, LLC | 21,474 | $4.40M | 0.15% | +126+0.6% | Added |
| Parallel Advisors, LLC | 21,559 | $4.41M | 0.08% | +2,640+14.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $4.42M | 0.14% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 21,640 | $4.43M | 0.29% | +3,634+20.2% | Added |
| Bank Ozk | 21,665 | $4.44M | 1.57% | −629−2.8% | Reduced |
| Dark Forest Capital Management LP | 21,766 | $4.46M | 0.17% | +9,167+72.8% | Added |
| Wahed Invest LLC | 21,950 | $4.49M | 0.61% | −125−0.6% | Reduced |
| Arkadios Wealth Advisors | 22,079 | $4.52M | 0.11% | −10,505−32.2% | Reduced |
| Cullen Capital Management LLC | 22,193 | $4.54M | 0.05% | +2,030+10.1% | Added |
| Hudson Bay Capital Management LP | 22,223 | $4.55M | 0.03% | +16,056+260.4% | Added |
| Eliot Finkel Investment Counsel, LLC | 22,258 | $4.56M | 2.74% | −310−1.4% | Reduced |
| Shell Asset Management Co | 22,285 | $4.56M | 0.46% | −45,480−67.1% | Reduced |
| Jag Capital Management, LLC | 22,374 | $4.58M | 0.50% | −616−2.7% | Reduced |
| Smithfield Trust Co | 22,400 | $4.58M | 0.20% | +766+3.5% | Added |
| Frank, Rimerman Advisors LLC | 22,387 | $4.58M | 0.29% | −56−0.2% | Reduced |
| Scott & Selber, Inc. | 22,478 | $4.60M | 1.17% | −312−1.4% | Reduced |
| Perennial Advisors, LLC | 22,484 | $4.60M | 0.80% | +421+1.9% | Added |
| Silver Lake Advisory, LLC | 22,494 | $4.61M | 1.83% | −5,624−20.0% | Reduced |
| Shayne & Co., LLC | 22,520 | $4.61M | 1.43% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 22,654 | $4.64M | 0.06% | −20.0% | Reduced |
| Sycomore Asset Management | 22,252 | $4.66M | 0.78% | +22,252 | New |
| XTX Topco Ltd | 22,792 | $4.67M | 0.24% | +22,792 | New |
| Pflug Koory, LLC | 22,804 | $4.67M | 2.21% | +95+0.4% | Added |
| Peloton Wealth Strategists | 22,865 | $4.68M | 1.84% | −2,100−8.4% | Reduced |
| Summit Trail Advisors, LLC | 22,925 | $4.69M | 0.06% | +5,005+27.9% | Added |
| Saba Capital Management, L.P. | 22,948 | $4.70M | 0.16% | −39,473−63.2% | Reduced |
| Plato Investment Management Ltd | 23,430 | $4.76M | 0.32% | −8,166−25.8% | Reduced |
| Intact Investment Management Inc. | 23,300 | $4.77M | 0.14% | −4,800−17.1% | Reduced |
| SG Americas Securities, LLC | 23,328 | $4.78M | 0.02% | −373,074−94.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,350 | $4.78M | 2.53% | −3,300−12.4% | Reduced |
| BKD Wealth Advisors, LLC | 23,510 | $4.81M | 0.10% | +2,361+11.2% | Added |
| Cumberland Partners Ltd | 23,515 | $4.81M | 0.31% | −56,446−70.6% | Reduced |
| Saranac Partners Ltd | 23,587 | $4.83M | 0.87% | +1,968+9.1% | Added |
| Two Sigma Investments, LP | 23,600 | $4.83M | 0.01% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 23,629 | $4.84M | 1.10% | −347−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 23,746 | $4.86M | 0.13% | −5,298−18.2% | Reduced |
| Kestra Private Wealth Services, LLC | 23,774 | $4.87M | 0.06% | −1,159−4.6% | Reduced |
| GTS Securities LLC | 23,813 | $4.88M | 0.19% | +21,215+816.6% | Added |
| Westerkirk Capital Inc. | 23,900 | $4.89M | 0.56% | +600+2.6% | Added |
| Miracle Mile Advisors, LLC | 23,947 | $4.90M | 0.07% | +1,343+5.9% | Added |
| Evercore Wealth Management, LLC | 23,992 | $4.91M | 0.07% | −270−1.1% | Reduced |
| S-Bank Fund Management Ltd | 24,000 | $4.91M | 0.65% | +4,000+20.0% | Added |
| Boston Private Wealth LLC | 24,248 | $4.96M | 0.27% | +1,737+7.7% | Added |
| Perigon Wealth Management, LLC | 24,449 | $5.01M | 0.10% | −357−1.4% | Reduced |
| Ssa Swiss Advisors AG | 24,902 | $5.03M | 2.33% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24,717 | $5.06M | 0.23% | −3,164−11.3% | Reduced |
| LOM Asset Management Ltd | 24,772 | $5.07M | 1.55% | +2,431+10.9% | Added |
| Midwest Professional Planners, LTD. | 24,828 | $5.08M | 1.24% | −89−0.4% | Reduced |
| Meeder Asset Management Inc | 24,840 | $5.09M | 0.29% | +12,307+98.2% | Added |
| Curat Global, LLC | 24,856 | $5.09M | 4.77% | 00.0% | Unchanged |
| Sculptor Capital LP | 25,000 | $5.12M | 0.07% | +25,000 | New |
| Philadelphia Trust Co | 25,000 | $5.12M | 0.36% | +25,000 | New |
| Jacobi Capital Management LLC | 25,077 | $5.13M | 0.31% | +1,944+8.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 25,118 | $5.14M | 0.92% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 25,157 | $5.15M | 0.07% | −100.0% | Reduced |
| EFG Asset Management (North America) Corp. | 25,193 | $5.16M | 0.67% | −7,443−22.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,286 | $5.18M | 0.10% | +5,866+30.2% | Added |
| Prospector Partners LLC | 25,425 | $5.21M | 0.63% | −1,692−6.2% | Reduced |
| Night Squared LP | 25,515 | $5.22M | 1.89% | +25,515 | New |
| Occidental Asset Management, LLC | 25,559 | $5.23M | 0.66% | +807+3.3% | Added |
| Conscious Wealth Investments, LLC | 22,461 | $5.24M | 3.10% | −215−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,577 | $5.24M | 0.08% | −342−1.3% | Reduced |
| Azzad Asset Management Inc | 25,605 | $5.24M | 0.52% | +1,038+4.2% | Added |
| Williams Jones Wealth Management, LLC. | 25,613 | $5.24M | 0.06% | −767−2.9% | Reduced |
| Park Avenue Securities LLC | 25,652 | $5.25M | 0.04% | −913−3.4% | Reduced |
| Eagle Rock Investment Company, LLC | 25,806 | $5.28M | 0.79% | +9,693+60.2% | Added |
| Quadrant Capital Group LLC | 25,972 | $5.32M | 0.17% | −117−0.4% | Reduced |
| Fulton Bank, N.A. | 26,018 | $5.33M | 0.19% | −2,285−8.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 26,250 | $5.37M | 0.04% | +9,750+59.1% | Added |
| Soltis Investment Advisors LLC | 26,430 | $5.41M | 0.37% | +319+1.2% | Added |
| Independent Advisor Alliance | 26,646 | $5.46M | 0.14% | +2,193+9.0% | Added |
| Greenleaf Trust | 26,713 | $5.47M | 0.05% | −2,444−8.4% | Reduced |