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 |
|---|---|---|---|---|---|
| Stephens Inc | 38,293 | $7.88M | 0.10% | −2,827−6.9% | Reduced |
| Group One Trading, L.P. | 38,512 | $7.88M | 0.24% | +38,512 | New |
| Himension Fund | 38,513 | $7.89M | 0.48% | −9,176−19.2% | Reduced |
| Arvest Bank Trust Division | 38,567 | $7.90M | 0.44% | −8,985−18.9% | Reduced |
| Providence Capital Advisors, LLC | 38,600 | $7.90M | 1.37% | +3,600+10.3% | Added |
| Ossiam | 38,656 | $7.91M | 0.10% | −284,657−88.0% | Reduced |
| Securian Asset Management, Inc | 38,756 | $7.93M | 0.21% | −3,667−8.6% | Reduced |
| First Foundation Advisors | 38,871 | $7.96M | 0.29% | −40,665−51.1% | Reduced |
| Freestone Grove Partners LP | 38,909 | $7.97M | 0.06% | +38,909 | New |
| Beacon Investment Advisors LLC | 39,294 | $8.05M | 3.29% | +1,615+4.3% | Added |
| HGK Asset Management Inc | 39,312 | $8.05M | 1.30% | +3,495+9.8% | Added |
| Private Advisor Group, LLC | 39,461 | $8.08M | 0.04% | +1,244+3.3% | Added |
| KMG Fiduciary Partners, LLC | 39,482 | $8.08M | 0.54% | +572+1.5% | Added |
| Bleakley Financial Group, LLC | 39,565 | $8.10M | 0.19% | −222−0.6% | Reduced |
| Professional Advisory Services Inc | 39,574 | $8.10M | 1.05% | −1,309−3.2% | Reduced |
| Maryland State Retirement & Pension System | 39,990 | $8.19M | 0.17% | +522+1.3% | Added |
| Tenzing Global Management, LLC | 40,000 | $8.19M | 5.75% | +5,000+14.3% | Added |
| Signet Financial Management, LLC | 40,196 | $8.23M | 0.96% | −205−0.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 40,417 | $8.28M | 4.96% | −650−1.6% | Reduced |
| Level Four Advisory Services, LLC | 40,677 | $8.33M | 0.29% | −7,410−15.4% | Reduced |
| Gulf International Bank (UK) Ltd | 40,934 | $8.38M | 0.28% | −678−1.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 40,951 | $8.38M | 2.52% | −631−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 298,372 | $8.45M | 0.39% | +239,261+404.8% | Added |
| General American Investors Co Inc | 41,652 | $8.53M | 0.53% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 41,774 | $8.55M | 0.13% | −3,391−7.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 41,899 | $8.58M | 0.77% | +4,848+13.1% | Added |
| American National Bank | 42,177 | $8.64M | 0.85% | +1,545+3.8% | Added |
| Principal Securities, Inc. | 42,346 | $8.67M | 0.14% | −2,360−5.3% | Reduced |
| Modera Wealth Management, LLC | 42,504 | $8.70M | 0.10% | +1,054+2.5% | Added |
| Commerce Bank | 42,754 | $8.75M | 0.05% | +238+0.6% | Added |
| Compass Wealth Management LLC | 42,796 | $8.76M | 1.96% | −585−1.3% | Reduced |
| Longbow Finance SA | 43,367 | $8.88M | 0.88% | −31,044−41.7% | Reduced |
| Tiaa Trust, National Association | 43,422 | $8.89M | 0.02% | −919−2.1% | Reduced |
| Investment Management Corp of Ontario | 43,431 | $8.89M | 0.13% | −27,182−38.5% | Reduced |
| Clearstead Advisors, LLC | 43,841 | $8.98M | 0.13% | +206+0.5% | Added |
| FourThought Financial Partners, LLC | 44,105 | $9.03M | 0.79% | +8,416+23.6% | Added |
| Blume Capital Management, Inc. | 44,192 | $9.05M | 1.74% | +130+0.3% | Added |
| Synovus Financial Corp | 44,476 | $9.11M | 0.10% | −3,559−7.4% | Reduced |
| William Blair Investment Management, LLC | 44,500 | $9.11M | 0.02% | −1,438−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 44,550 | $9.12M | 0.17% | +4,462+11.1% | Added |
| Montag A & Associates Inc | 44,956 | $9.20M | 0.42% | −1,244−2.7% | Reduced |
| Benjamin Edwards Inc | 45,026 | $9.22M | 0.10% | +6,338+16.4% | Added |
| Pacifica Partners Inc. | 42,446 | $9.24M | 3.31% | −345−0.8% | Reduced |
| Davenport & Co LLC | 45,455 | $9.31M | 0.05% | −3,137−6.5% | Reduced |
| Caxton Associates LLP | 45,579 | $9.33M | 0.26% | +29,204+178.3% | Added |
| KCM Investment Advisors LLC | 45,717 | $9.36M | 0.30% | −39−0.1% | Reduced |
| Criteria Caixa, S.A.U. | 45,729 | $9.36M | 1.10% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 45,743 | $9.37M | 0.48% | +45,743 | New |
| Sequoia Financial Advisors, LLC | 45,771 | $9.37M | 0.06% | +351+0.8% | Added |
| Mizuho Securities USA LLC | 58,449 | $9.40M | 0.19% | +2,296+4.1% | Added |
| Omers Administration Corp | 46,126 | $9.44M | 0.07% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 46,132 | $9.45M | 3.83% | −337−0.7% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 46,186 | $9.46M | 0.85% | +46,186 | New |
| Baader Bank INC | 46,481 | $9.49M | 0.79% | +6,559+16.4% | Added |
| Ironvine Capital Partners, LLC | 46,844 | $9.59M | 0.95% | −180−0.4% | Reduced |
| Hartford Investment Management Co | 47,000 | $9.62M | 0.29% | −1,994−4.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,234 | $9.67M | 1.02% | +3,177+7.2% | Added |
| Sawgrass Asset Management LLC | 47,372 | $9.70M | 1.20% | −41,611−46.8% | Reduced |
| Capital Investment Advisors, LLC | 47,758 | $9.78M | 0.16% | +4,182+9.6% | Added |
| Taylor Hoffman Capital Management LLC | 47,786 | $9.78M | 3.08% | +345+0.7% | Added |
| Ascent Wealth Partners, LLC | 48,470 | $9.92M | 1.15% | +6,733+16.1% | Added |
| Verition Fund Management LLC | 48,596 | $9.95M | 0.06% | −13,604−21.9% | Reduced |
| Burney Co | 49,108 | $10.1M | 0.32% | −288−0.6% | Reduced |
| Prospera Financial Services Inc | 49,254 | $10.1M | 0.17% | +4,313+9.6% | Added |
| Banque Cantonale Vaudoise | 49,632 | $10.2M | 0.38% | −715−1.4% | Reduced |
| Smithbridge Asset Management Inc | 49,719 | $10.2M | 1.48% | −110−0.2% | Reduced |
| Morningstar Investment Management LLC | 49,783 | $10.2M | 0.37% | +48,151+2,950.4% | Added |
| Alight Capital Management LP | 50,000 | $10.2M | 2.45% | +50,000 | New |
| Generali Asset Management SPA SGR | 50,151 | $10.3M | 0.22% | −16,813−25.1% | Reduced |
| Hemenway Trust Co LLC | 50,157 | $10.3M | 0.79% | +27,078+117.3% | Added |
| DuPont Capital Management Corp | 50,311 | $10.3M | 1.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 50,358 | $10.3M | 0.29% | −1,804−3.5% | Reduced |
| Voleon Capital Management LP | 51,162 | $10.5M | 0.26% | +28,648+127.2% | Added |
| William Allan, LLC | 51,166 | $10.5M | 5.87% | −4,062−7.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 51,262 | $10.5M | 0.30% | +10,408+25.5% | Added |
| Hosking Partners LLP | 51,604 | $10.6M | 0.38% | −935−1.8% | Reduced |
| Great Lakes Advisors, LLC | 51,769 | $10.6M | 0.09% | +40,178+346.6% | Added |
| Mission Wealth Management, LP | 52,192 | $10.7M | 0.22% | −2,212−4.1% | Reduced |
| SFMG, LLC | 52,300 | $10.7M | 0.74% | +900+1.8% | Added |
| Spinecap SAS | 52,899 | $10.8M | 4.77% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 53,207 | $10.9M | 0.46% | −1,566−2.9% | Reduced |
| Greenwich Wealth Management LLC | 53,810 | $11.0M | 0.55% | +691+1.3% | Added |
| Bard Financial Services, Inc. | 53,990 | $11.1M | 1.21% | −225−0.4% | Reduced |
| Verdence Capital Advisors LLC | 48,437 | $11.2M | 0.65% | +1,063+2.2% | Added |
| EverSource Wealth Advisors, LLC | 54,749 | $11.2M | 0.44% | −38−0.1% | Reduced |
| Advisory Services Network, LLC | 55,442 | $11.4M | 0.17% | +754+1.4% | Added |
| B. Riley Financial, Inc. | 495,000 | $11.4M | 7.70% | +495,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 55,464 | $11.4M | 0.18% | −28,049−33.6% | Reduced |
| Colonial Trust Advisors | 55,771 | $11.4M | 0.88% | +347+0.6% | Added |
| Four Tree Island Advisory LLC | 55,114 | $11.4M | 7.29% | +709+1.3% | Added |
| Advanced Asset Management Advisors Inc | 56,000 | $11.5M | 3.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 56,637 | $11.6M | 0.42% | +4,155+7.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 56,830 | $11.6M | 0.18% | +36,100+174.1% | Added |
| Atria Investments LLC | 57,362 | $11.7M | 0.13% | −3,382−5.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 57,538 | $11.8M | 0.14% | +703+1.2% | Added |
| Banque Pictet & Cie SA | 57,886 | $11.8M | 0.12% | −200.0% | Reduced |
| ProVise Management Group, LLC | 57,903 | $11.9M | 0.87% | +22,628+64.1% | Added |
| Capital International Inc | 57,995 | $11.9M | 0.09% | +9,761+20.2% | Added |
| Warren Averett Asset Management, LLC | 58,742 | $12.0M | 0.12% | −604−1.0% | Reduced |
| QV Investors Inc. | 59,070 | $12.1M | 1.05% | −22,270−27.4% | Reduced |