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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 405,365 | $79.4M | 1.33% | +1,515+0.4% | Added |
| Erste Asset Management GmbH | 389,698 | $79.7M | 0.77% | −217,374−35.8% | Reduced |
| Sound Shore Management Inc | 399,239 | $81.7M | 2.70% | +34,722+9.5% | Added |
| 1832 Asset Management L.P. | 403,862 | $82.7M | 0.14% | −102,882−20.3% | Reduced |
| Panagora Asset Management Inc | 406,156 | $83.2M | 0.34% | +54,339+15.4% | Added |
| APG Asset Management N.V. | 486,400 | $84.8M | 0.24% | −2,200−0.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 417,459 | $85.5M | 5.05% | −13,282−3.1% | Reduced |
| Schroder Investment Management Group | 425,973 | $87.3M | 0.07% | −32,567−7.1% | Reduced |
| State of Wisconsin Investment Board | 428,911 | $87.8M | 0.20% | −17,421−3.9% | Reduced |
| SEI Investments Co | 440,174 | $90.1M | 0.10% | +17,480+4.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 446,452 | $91.4M | 0.25% | −19,528−4.2% | Reduced |
| Danske Bank A/S | 455,260 | $93.2M | 0.23% | −361,290−44.2% | Reduced |
| HighTower Advisors, LLC | 462,820 | $94.8M | 0.11% | +31,592+7.3% | Added |
| Bridgewater Associates, LP | 463,503 | $94.9M | 0.37% | +463,503 | New |
| Retirement Systems of Alabama | 469,547 | $96.1M | 0.32% | −3,147−0.7% | Reduced |
| Boston Trust Walden Corp | 472,897 | $96.8M | 0.71% | −112,399−19.2% | Reduced |
| Susquehanna International Group, LLP | 474,836 | $97.2M | 0.14% | +59,477+14.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 478,457 | $98.0M | 0.88% | −27,758−5.5% | Reduced |
| Fifth Third Bancorp | 478,801 | $98.0M | 0.31% | −11,646−2.4% | Reduced |
| Fort Washington Investment Advisors Inc | 478,867 | $98.0M | 0.53% | +25,391+5.6% | Added |
| Argent Capital Management LLC | 492,092 | $100.8M | 2.75% | −5,166−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 494,775 | $101.3M | 0.06% | −5,895−1.2% | Reduced |
| Guggenheim Capital LLC | 508,676 | $104.1M | 0.77% | +9,990+2.0% | Added |
| Prudential Financial Inc | 509,360 | $104.3M | 0.12% | −157,783−23.7% | Reduced |
| Capula Management Ltd | 509,913 | $104.4M | 0.78% | +509,502+123,966.4% | Added |
| Andra AP-fonden | 513,033 | $105.0M | 1.34% | +139,100+37.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 517,156 | $105.5M | 0.27% | −164,824−24.2% | Reduced |
| Nomura Asset Management Co Ltd | 519,646 | $106.4M | 0.28% | −68,070−11.6% | Reduced |
| Achmea Investment Management B.V. | 522,534 | $107.0M | 1.33% | +20,947+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 525,155 | $107.5M | 0.07% | −7,039−1.3% | Reduced |
| Treasurer of the State of North Carolina | 526,154 | $107.7M | 0.33% | +146,830+38.7% | Added |
| Royal London Asset Management Ltd | 541,707 | $110.9M | 0.24% | −334,962−38.2% | Reduced |
| Rockefeller Capital Management L.P. | 542,722 | $111.1M | 0.22% | −15,583−2.8% | Reduced |
| AQR Capital Management LLC | 545,464 | $111.7M | 0.07% | −549,113−50.2% | Reduced |
| Glenmede Investment Management, LP | 549,199 | $112.4M | 0.54% | −12,271−2.2% | Reduced |
| Point72 Asset Management, L.P. | 550,635 | $112.7M | 0.24% | +422,635+330.2% | Added |
| Findlay Park Partners LLP | 554,500 | $113.5M | 1.19% | −9,900−1.8% | Reduced |
| Creative Planning | 562,375 | $115.1M | 0.09% | +303,595+117.3% | Added |
| Lazard Freres Gestion S.A.S. | 573,966 | $117.5M | 2.24% | +2,349+0.4% | Added |
| Vontobel Holding Ltd. | 575,062 | $117.7M | 0.37% | −255,836−30.8% | Reduced |
| Credit Agricole S A | 596,570 | $122.1M | 0.40% | +596,570 | New |
| US Bancorp | 618,040 | $126.5M | 0.15% | −1,933−0.3% | Reduced |
| Storebrand Asset Management AS | 624,126 | $127.8M | 0.34% | −14,136−2.2% | Reduced |
| Raiffeisen Bank International AG | 624,120 | $127.9M | 1.71% | +35,970+6.1% | Added |
| Korea Investment CORP | 638,607 | $130.7M | 0.27% | +32,181+5.3% | Added |
| New York State Teachers Retirement System | 649,270 | $132.9M | 0.26% | −14,471−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 653,083 | $133.7M | 0.29% | −78,628−10.7% | Reduced |
| Aviva PLC | 660,108 | $135.2M | 0.25% | +45,330+7.4% | Added |
| KBC Group NV | 664,392 | $136.0M | 0.33% | −187,363−22.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 669,726 | $137.1M | 0.22% | −136,400−16.9% | Reduced |
| State Board of Administration of Florida Retirement System | 716,407 | $146.7M | 0.26% | −60,869−7.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 721,808 | $147.7M | 0.24% | +67,141+10.3% | Added |
| AXA Investment Managers S.A. | 724,493 | $148.3M | 0.40% | +724,493 | New |
| Public Sector Pension Investment Board | 729,612 | $149.4M | 0.55% | +562,631+336.9% | Added |
| Standard Life Aberdeen plc | 720,084 | $149.4M | 0.24% | −16,284−2.2% | Reduced |
| Macquarie Group Ltd | 736,159 | $150.7M | 0.18% | −128,394−14.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 741,586 | $151.8M | 0.59% | +19,840+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 768,218 | $157.3M | 0.49% | +40,165+5.5% | Added |
| DekaBank Deutsche Girozentrale | 816,742 | $166.9M | 0.28% | 00.0% | Unchanged |
| CapitalatWork S.A. | 818,501 | $167.6M | 4.87% | +11,842+1.5% | Added |
| LPL Financial LLC | 861,815 | $176.4M | 0.05% | +78,365+10.0% | Added |
| Stifel Financial Corp | 863,136 | $176.7M | 0.16% | −45,344−5.0% | Reduced |
| Naya Capital Management UK Ltd | 881,453 | $180.5M | 15.35% | −1,825,402−67.4% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $183.3M | 0.57% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 923,380 | $189.1M | 0.14% | −16,278−1.7% | Reduced |
| Bank of Montreal | 942,626 | $193.0M | 0.08% | +70,511+8.1% | Added |
| Employees Provident Fund Board | 946,781 | $193.8M | 1.56% | −250,000−20.9% | Reduced |
| Natixis Advisors, L.P. | 957,386 | $196.0M | 0.29% | +18,279+1.9% | Added |
| Principal Financial Group Inc | 1,022,794 | $209.4M | 0.11% | +2,156+0.2% | Added |
| New York State Common Retirement Fund | 1,031,105 | $211.1M | 0.27% | −46,377−4.3% | Reduced |
| Abrams Bison Investments, LLC | 1,072,000 | $219.5M | 17.21% | +197,000+22.5% | Added |
| Impax Asset Management Group plc | 1,079,832 | $221.1M | 1.29% | −259,525−19.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,088,672 | $222.9M | 1.34% | +1,088,672 | New |
| Brown Brothers Harriman & Co | 1,102,783 | $225.8M | 1.38% | −20,039−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,133,392 | $232.1M | 0.21% | +564,613+99.3% | Added |
| ProShare Advisors LLC | 1,145,081 | $234.4M | 0.49% | −263,983−18.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,145,914 | $234.6M | 0.39% | −3,402−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,150,596 | $235.6M | 0.66% | +2820.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,182,017 | $242.0M | 0.45% | −568,225−32.5% | Reduced |
| Maj Invest Holding A/S | 1,184,824 | $242.6M | 8.29% | −58,834−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,187,261 | $243.1M | 0.20% | +215,608+22.2% | Added |
| Squarepoint Ops LLC | 1,191,405 | $243.9M | 0.52% | +967,750+432.7% | Added |
| Envestnet Asset Management Inc | 1,223,155 | $250.4M | 0.07% | +28,974+2.4% | Added |
| Epoch Investment Partners, Inc. | 1,233,506 | $252.5M | 1.39% | −67,437−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,237,946 | $253.5M | 0.42% | −24,112−1.9% | Reduced |
| California State Teachers Retirement System | 1,294,028 | $264.9M | 0.27% | −7,251−0.6% | Reduced |
| Raymond James Financial Inc | 1,319,489 | $270.2M | 0.09% | +115,226+9.6% | Added |
| Canada Pension Plan Investment Board | 1,350,149 | $276.4M | 0.19% | −384,401−22.2% | Reduced |
| Russell Investments Group, Ltd. | 1,393,938 | $285.4M | 0.32% | +119,342+9.4% | Added |
| Rhumbline Advisers | 1,474,149 | $301.8M | 0.24% | −35,350−2.3% | Reduced |
| Great West Life Assurance Co | 1,486,828 | $304.7M | 0.44% | +98,978+7.1% | Added |
| TD Asset Management Inc | 1,495,454 | $306.2M | 0.25% | −35,503−2.3% | Reduced |
| Bessemer Group Inc | 1,574,814 | $322.4M | 0.49% | −6,484−0.4% | Reduced |
| Primecap Management Co | 1,584,226 | $324.4M | 0.25% | −165,800−9.5% | Reduced |
| National Bank of Canada | 1,588,727 | $325.3M | 0.37% | +295,009+22.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,626,578 | $333.0M | 0.48% | +424,039+35.3% | Added |
| California Public Employees Retirement System | 1,636,348 | $335.0M | 0.20% | −744,137−31.3% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $337.6M | 1.51% | 00.0% | Unchanged |
| Holocene Advisors, LP | 1,657,557 | $339.4M | 0.78% | +1,657,557 | New |
| LSV Asset Management | 1,666,506 | $341.2M | 0.75% | +15,764+1.0% | Added |