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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 59,499 | $12.2M | 0.68% | −25,973−30.4% | Reduced |
| Willis Investment Counsel | 59,633 | $12.2M | 0.67% | −51,621−46.4% | Reduced |
| Seven Grand Managers, LLC | 60,000 | $12.3M | 1.00% | +60,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 60,190 | $12.3M | 0.03% | +16,267+37.0% | Added |
| Sava Infond d.o.o. | 60,205 | $12.3M | 1.75% | +2,040+3.5% | Added |
| Freestone Capital Holdings, LLC | 60,471 | $12.4M | 0.38% | −1,488−2.4% | Reduced |
| Bogart Wealth, LLC | 60,580 | $12.4M | 0.50% | −7,151−10.6% | Reduced |
| DJE Kapital AG | 67,795 | $12.4M | 0.30% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 60,916 | $12.5M | 0.64% | +1,148+1.9% | Added |
| Phoenix Holdings Ltd. | 61,004 | $12.5M | 0.15% | +14,691+31.7% | Added |
| Brinker Capital Investments, LLC | 61,335 | $12.6M | 0.10% | +2,353+4.0% | Added |
| Jamison Private Wealth Management, Inc. | 61,372 | $12.6M | 1.59% | +430+0.7% | Added |
| MAI Capital Management | 61,878 | $12.7M | 0.08% | +18,532+42.8% | Added |
| Cullinan Associates Inc | 61,974 | $12.7M | 0.83% | −1,849−2.9% | Reduced |
| Flputnam Investment Management Co | 62,275 | $12.8M | 0.19% | +12,272+24.5% | Added |
| Fiera Capital Corp | 62,908 | $12.9M | 0.04% | +13,379+27.0% | Added |
| Bradley Foster & Sargent Inc | 63,345 | $13.0M | 0.19% | −765−1.2% | Reduced |
| Holderness Investments Co | 63,429 | $13.0M | 2.65% | −3,068−4.6% | Reduced |
| Vident Advisory, LLC | 63,488 | $13.0M | 0.13% | +9,173+16.9% | Added |
| Gateway Investment Advisers LLC | 63,784 | $13.1M | 0.13% | +4,326+7.3% | Added |
| RMB Capital Management, LLC | 63,795 | $13.1M | 0.24% | −1,574−2.4% | Reduced |
| Pinebridge Investments, L.P. | 64,578 | $13.2M | 0.10% | −77,854−54.7% | Reduced |
| Steel Peak Wealth Management LLC | 64,758 | $13.3M | 0.45% | +31,745+96.2% | Added |
| Twin Tree Management, LP | 64,778 | $13.3M | 0.62% | −82,275−55.9% | Reduced |
| Ieq Capital, LLC | 65,732 | $13.5M | 0.04% | −60,002−47.7% | Reduced |
| Hollencrest Capital Management | 66,403 | $13.6M | 0.49% | −572−0.9% | Reduced |
| Grimes & Company, Inc. | 66,624 | $13.6M | 0.34% | −6,378−8.7% | Reduced |
| Vinva Investment Management Ltd | 67,665 | $13.9M | 0.28% | −7,367−9.8% | Reduced |
| D.A. Davidson & Co. | 68,012 | $13.9M | 0.09% | −794−1.2% | Reduced |
| Quantitative Investment Management, LLC | 68,028 | $13.9M | 1.94% | +68,028 | New |
| Norinchukin Bank, The | 68,077 | $13.9M | 0.19% | −577−0.8% | Reduced |
| Wellington Management Group LLP | 69,452 | $14.2M | 0.00% | −126,896−64.6% | Reduced |
| Zevenbergen Capital Investments LLC | 70,000 | $14.3M | 0.28% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 70,065 | $14.3M | 1.75% | −2,689−3.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 70,407 | $14.4M | 0.57% | +1,300+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 70,690 | $14.5M | 0.18% | −13,316−15.9% | Reduced |
| Moran Wealth Management, LLC | 70,837 | $14.5M | 0.44% | +5,085+7.7% | Added |
| Gabelli Funds LLC | 71,952 | $14.7M | 0.10% | −270−0.4% | Reduced |
| Matrix Asset Advisors Inc | 72,513 | $14.8M | 1.38% | +21,442+42.0% | Added |
| GAM Holding AG | 72,603 | $14.9M | 0.92% | +8,910+14.0% | Added |
| Jacobs & Co | 72,691 | $14.9M | 1.42% | −435−0.6% | Reduced |
| Mediolanum International Funds Ltd | 73,178 | $15.0M | 0.16% | −48,741−40.0% | Reduced |
| Walleye Capital LLC | 74,402 | $15.2M | 0.12% | +49,766+202.0% | Added |
| Oppenheimer Asset Management Inc. | 74,456 | $15.2M | 0.17% | −2,722−3.5% | Reduced |
| Callahan Advisors, LLC | 75,555 | $15.5M | 1.31% | −1,185−1.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 76,307 | $15.6M | 0.33% | +2,047+2.8% | Added |
| Illinois Municipal Retirement Fund | 76,362 | $15.6M | 0.20% | −23,303−23.4% | Reduced |
| WoodTrust Financial Corp | 77,897 | $15.9M | 1.90% | −19,619−20.1% | Reduced |
| Avanza Fonder AB | 78,057 | $16.0M | 0.41% | +6,060+8.4% | Added |
| Liontrust Investment Partners LLP | 78,288 | $16.0M | 0.23% | −89,464−53.3% | Reduced |
| Anchor Capital Advisors LLC | 78,312 | $16.0M | 0.46% | −2,343−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 78,788 | $16.1M | 0.33% | +1,617+2.1% | Added |
| FRG Family Wealth Advisors LLC | 79,446 | $16.3M | 2.62% | −915−1.1% | Reduced |
| Oddo BHF Asset Management SAS | 79,583 | $16.3M | 0.62% | +37,314+88.3% | Added |
| Captrust Financial Advisors | 79,850 | $16.3M | 0.03% | +660+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 80,178 | $16.4M | 0.06% | −7,631−8.7% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,612 | $16.5M | 1.28% | −93,771−53.8% | Reduced |
| Fisher Funds Management LTD | 81,063 | $16.6M | 0.44% | 00.0% | Unchanged |
| CWM, LLC | 81,408 | $16.7M | 0.05% | +7,510+10.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 81,683 | $16.7M | 0.35% | +549+0.7% | Added |
| LVM Capital Management Ltd | 82,023 | $16.8M | 1.61% | +525+0.6% | Added |
| First Citizens Bank & Trust Co | 82,465 | $16.9M | 0.36% | +5,048+6.5% | Added |
| Sirios Capital Management L P | 83,064 | $17.0M | 2.21% | +83,064 | New |
| Bokf, NA | 83,263 | $17.0M | 0.26% | −3,029−3.5% | Reduced |
| Trillium Asset Management, LLC | 83,717 | $17.1M | 0.45% | −2,641−3.1% | Reduced |
| Benchstone Capital Management LP | 84,255 | $17.3M | 2.35% | +84,255 | New |
| Blair William & Co | 84,265 | $17.3M | 0.05% | +156+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 84,727 | $17.3M | 0.81% | +8,994+11.9% | Added |
| State of Alaska, Department of Revenue | 85,557 | $17.5M | 0.18% | −5,799−6.3% | Reduced |
| Banco Santander, S.A. | 85,626 | $17.5M | 0.16% | −10,451−10.9% | Reduced |
| Cornerstone Advisors, LLC | 85,700 | $17.5M | 0.58% | 00.0% | Unchanged |
| Brookstone Capital Management | 86,006 | $17.6M | 0.21% | +8,889+11.5% | Added |
| Nearwater Capital Markets, Ltd | 86,500 | $17.7M | 0.24% | −50,000−36.6% | Reduced |
| Mutual of America Capital Management LLC | 86,977 | $17.8M | 0.19% | −6,181−6.6% | Reduced |
| J. Goldman & Co LP | 88,520 | $18.1M | 0.69% | +88,520 | New |
| Allspring Global Investments Holdings, LLC | 83,261 | $18.1M | 0.03% | −80,236−49.1% | Reduced |
| Thrivent Financial for Lutherans | 88,874 | $18.2M | 0.04% | −758,147−89.5% | Reduced |
| ABN AMRO Bank N.V. | 89,272 | $18.2M | 0.18% | +6,372+7.7% | Added |
| Kestra Advisory Services, LLC | 90,170 | $18.5M | 0.08% | +29,990+49.8% | Added |
| Horizon Investments, LLC | 90,178 | $18.5M | 0.24% | +34,139+60.9% | Added |
| Maple Capital Management, Inc. | 90,930 | $18.6M | 1.22% | +2,489+2.8% | Added |
| Oppenheimer & Co Inc | 91,720 | $18.8M | 0.23% | −432−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 91,755 | $18.8M | 0.24% | +21,539+30.7% | Added |
| Carmel Capital Management L.L.C. | 91,833 | $18.8M | 5.72% | +4,748+5.5% | Added |
| California First Leasing Corp | 92,836 | $19.0M | 6.96% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 93,402 | $19.1M | 0.26% | +3,230+3.6% | Added |
| F&V Capital Management, LLC | 93,451 | $19.1M | 4.30% | +29,235+45.5% | Added |
| Empowered Funds, LLC | 93,680 | $19.2M | 0.19% | −21,561−18.7% | Reduced |
| Vivaldi Capital Management, LLC | 94,358 | $19.3M | 2.73% | −4,016−4.1% | Reduced |
| Federated Hermes, Inc. | 94,640 | $19.4M | 0.03% | −16,107−14.5% | Reduced |
| BLI - Banque de Luxembourg Investments | 94,915 | $19.5M | 0.57% | −730−0.8% | Reduced |
| Yousif Capital Management, LLC | 95,442 | $19.5M | 0.21% | −6,653−6.5% | Reduced |
| Formuepleje A/S | 95,446 | $19.5M | 1.10% | −35,949−27.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 95,926 | $19.6M | 0.07% | +6,670+7.5% | Added |
| Elo Mutual Pension Insurance Co | 96,712 | $19.8M | 0.33% | +17,288+21.8% | Added |
| FengHe Fund Management Pte. Ltd. | 97,500 | $20.0M | 1.82% | +97,500 | New |
| Pinnacle Associates Ltd | 97,979 | $20.1M | 0.27% | −1,734−1.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $20.3M | 2.67% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 99,269 | $20.3M | 0.05% | −3,444−3.4% | Reduced |
| Louisiana State Employees Retirement System | 100,200 | $20.5M | 0.34% | −1,400−1.4% | Reduced |