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
- 2,361
- +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
- 917 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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 184,350 | $37.7M | 0.08% | +156,855+570.5% | Added |
| Teacher Retirement System of Texas | 184,441 | $37.8M | 0.15% | −151,452−45.1% | Reduced |
| Osterweis Capital Management Inc | 185,746 | $38.0M | 1.72% | +2,208+1.2% | Added |
| DnB Asset Management AS | 186,013 | $38.1M | 0.14% | +1,971+1.1% | Added |
| Norris Perne & French LLP | 188,053 | $38.5M | 2.67% | −584−0.3% | Reduced |
| Daiwa Securities Group Inc. | 191,618 | $39.2M | 0.13% | +4,923+2.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 191,946 | $39.3M | 0.83% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 192,709 | $39.5M | 0.20% | −6,547−3.3% | Reduced |
| Natixis | 193,400 | $39.6M | 0.21% | +21,797+12.7% | Added |
| BNP Paribas | 197,228 | $40.2M | 1.21% | −18,138−8.4% | Reduced |
| Cerity Partners LLC | 197,634 | $40.5M | 0.07% | −70,945−26.4% | Reduced |
| Cambiar Investors LLC | 197,882 | $40.5M | 1.84% | +56,581+40.0% | Added |
| Carnegie Capital Asset Management, LLC | 200,723 | $41.1M | 0.77% | +30,380+17.8% | Added |
| Virginia Retirement Systems Et Al | 202,430 | $41.4M | 0.27% | −85,200−29.6% | Reduced |
| Advisor Group Holdings, Inc. | 225,596 | $41.6M | 0.06% | +79,092+54.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 196,747 | $41.6M | 0.06% | −58,828−23.0% | Reduced |
| Czech National Bank | 203,818 | $41.7M | 0.29% | +5,229+2.6% | Added |
| Renaissance Group LLC | 204,410 | $41.9M | 1.58% | −3,069−1.5% | Reduced |
| Sora Investors LLC | 205,678 | $42.1M | 3.89% | +205,678 | New |
| Cardinal Capital Management, Inc. | 207,674 | $42.5M | 1.23% | +2,630+1.3% | Added |
| AE Wealth Management LLC | 208,862 | $42.8M | 0.27% | +28,048+15.5% | Added |
| MetLife Investment Management | 209,879 | $43.0M | 0.21% | +209,879 | New |
| CIBC World Markets Inc. | 213,109 | $43.6M | 0.09% | +47,359+28.6% | Added |
| Guinness Asset Management LTD | 214,443 | $44.0M | 0.70% | −10,245−4.6% | Reduced |
| Forsta Ap-Fonden | 215,000 | $44.0M | 0.26% | −49,100−18.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 216,258 | $44.3M | 0.38% | −314−0.1% | Reduced |
| Zacks Investment Management | 216,361 | $44.3M | 0.35% | −1,059−0.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 216,652 | $44.4M | 0.08% | −11,242−4.9% | Reduced |
| Voya Investment Management LLC | 216,689 | $44.4M | 0.04% | −53,130−19.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 223,211 | $45.7M | 3.21% | +2,376+1.1% | Added |
| AustralianSuper Pty Ltd | 224,907 | $46.0M | 0.22% | +217,141+2,796.0% | Added |
| NorthCrest Asset Manangement, LLC | 225,860 | $47.8M | 1.14% | −77,445−25.5% | Reduced |
| LMR Partners LLP | 234,306 | $48.0M | 0.62% | +233,062+18,734.9% | Added |
| Arizona State Retirement System | 234,358 | $48.0M | 0.26% | −3,083−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 236,686 | $48.5M | 0.63% | +5,484+2.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 238,907 | $48.9M | 0.20% | −217,628−47.7% | Reduced |
| Mercer Global Advisors Inc | 242,440 | $49.6M | 0.08% | −8,635−3.4% | Reduced |
| Massachusetts Financial Services Co | 245,155 | $50.2M | 0.02% | −189,257−43.6% | Reduced |
| Value Aligned Research Advisors, LLC | 247,969 | $50.8M | 1.17% | +137,205+123.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 251,076 | $51.4M | 0.71% | −5,801−2.3% | Reduced |
| Lido Advisors, LLC | 251,236 | $51.4M | 0.21% | +58,684+30.5% | Added |
| Junto Capital Management LP | 251,896 | $51.6M | 1.08% | +251,896 | New |
| Mackenzie Financial Corp | 252,275 | $51.7M | 0.06% | +71,528+39.6% | Added |
| MML Investors Services, LLC | 252,893 | $51.8M | 0.14% | −13,327−5.0% | Reduced |
| Nisa Investment Advisors, LLC | 253,835 | $52.0M | 0.20% | −295,772−53.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 257,172 | $52.7M | 0.27% | +6,344+2.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 260,000 | $53.2M | 0.57% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 260,962 | $53.4M | 0.03% | +260,962 | New |
| RDST Capital LLC | 261,147 | $53.5M | 5.03% | −123,513−32.1% | Reduced |
| Man Group plc | 264,872 | $54.2M | 0.10% | −290,069−52.3% | Reduced |
| Woodline Partners LP | 268,496 | $55.0M | 0.26% | −249,466−48.2% | Reduced |
| State of Michigan Retirement System | 269,455 | $55.2M | 0.27% | −3,900−1.4% | Reduced |
| Grandfield & Dodd, LLC | 269,511 | $55.2M | 3.13% | +17,397+6.9% | Added |
| D. E. Shaw & Co., Inc. | 271,344 | $55.6M | 0.04% | −435,749−61.6% | Reduced |
| Country Trust Bank | 272,123 | $55.7M | 1.22% | −7,735−2.8% | Reduced |
| Fisher Asset Management, LLC | 275,817 | $56.5M | 0.02% | −14,176−4.9% | Reduced |
| Dundas Partners LLP | 278,394 | $57.0M | 4.02% | +165,912+147.5% | Added |
| Resona Asset Management Co.,Ltd. | 278,850 | $57.1M | 0.27% | −17,277−5.8% | Reduced |
| Quantinno Capital Management LP | 280,958 | $57.5M | 0.16% | +70,048+33.2% | Added |
| State of New Jersey Common Pension Fund D | 281,383 | $57.6M | 0.21% | +7,796+2.8% | Added |
| ASR Vermogensbeheer N.V. | 283,635 | $58.1M | 0.70% | −3,688−1.3% | Reduced |
| M&T Bank Corp | 283,863 | $58.1M | 0.20% | −11,179−3.8% | Reduced |
| State of Tennessee, Treasury Department | 287,529 | $58.9M | 0.20% | +2,543+0.9% | Added |
| Mariner, LLC | 288,063 | $59.0M | 0.08% | −2,950−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 298,693 | $61.2M | 0.32% | −30,791−9.3% | Reduced |
| Nissay Asset Management Corp | 298,906 | $61.2M | 0.34% | +3,044+1.0% | Added |
| Earnest Partners LLC | 300,755 | $61.6M | 0.27% | −8,216−2.7% | Reduced |
| Cetera Investment Advisers | 302,368 | $61.9M | 0.07% | +36,200+13.6% | Added |
| Bank of Nova Scotia | 305,765 | $62.6M | 0.11% | +1,173+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 307,262 | $62.9M | 0.41% | +3,500+1.2% | Added |
| CBOE Vest Financial, LLC | 309,359 | $63.3M | 0.83% | +47,754+18.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,602 | $63.8M | 0.15% | −96,743−23.7% | Reduced |
| Truist Financial Corp | 311,954 | $63.9M | 0.09% | −110,176−26.1% | Reduced |
| Silvercrest Asset Management Group LLC | 312,762 | $64.0M | 0.42% | −12,026−3.7% | Reduced |
| Analog Century Management LP | 315,078 | $64.5M | 3.46% | +315,078 | New |
| Abn Amro Investment Solutions | 317,248 | $65.0M | 1.33% | −3,872−1.2% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $65.0M | 2.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 318,170 | $65.1M | 0.08% | −40,616−11.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 326,064 | $66.8M | 0.21% | +225,060+222.8% | Added |
| STRS Ohio | 328,929 | $67.3M | 0.25% | +79,921+32.1% | Added |
| CI Private Wealth, LLC | 329,209 | $67.4M | 0.11% | −29,629−8.3% | Reduced |
| Millennium Management LLC | 329,488 | $67.5M | 0.05% | −79,158−19.4% | Reduced |
| Handelsbanken Fonder AB | 332,917 | $68.2M | 0.22% | −2,967−0.9% | Reduced |
| XN LP | 336,900 | $69.0M | 2.03% | −209,242−38.3% | Reduced |
| Crestwood Advisors Group LLC | 337,979 | $69.2M | 1.18% | −9,642−2.8% | Reduced |
| NEOS Investment Management LLC | 341,327 | $69.9M | 0.52% | +133,453+64.2% | Added |
| Assetmark, Inc | 344,377 | $70.5M | 0.15% | +31,759+10.2% | Added |
| Asset Management One Co.,Ltd. | 345,152 | $70.7M | 0.20% | −10,379−2.9% | Reduced |
| Intermede Investment Partners Ltd | 346,041 | $70.8M | 2.91% | −247,489−41.7% | Reduced |
| CIBC Asset Management Inc | 348,961 | $71.4M | 0.21% | −2,410−0.7% | Reduced |
| Whittier Trust Co | 329,418 | $71.7M | 0.82% | −1,443−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 352,735 | $72.2M | 1.05% | +23,921+7.3% | Added |
| Citadel Advisors LLC | 354,006 | $72.5M | 0.06% | +354,006 | New |
| Public Employees Retirement System of Ohio | 355,679 | $72.8M | 0.23% | −8,229−2.3% | Reduced |
| Toronto Dominion Bank | 365,914 | $74.9M | 0.15% | −21,380−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 368,389 | $75.4M | 0.53% | +364,957+10,633.9% | Added |
| KLP Kapitalforvaltning AS | 368,941 | $75.5M | 0.30% | −3,100−0.8% | Reduced |
| UniSuper Management Pty Ltd | 371,596 | $76.1M | 0.47% | −937−0.3% | Reduced |
| Acadian Asset Management LLC | 372,653 | $76.3M | 0.13% | −1,359,362−78.5% | Reduced |
| Cornerstone Investment Partners, LLC | 380,494 | $77.9M | 3.26% | +35,000+10.1% | Added |