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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,695,146 | $347.4M | 0.25% | +52,703+3.2% | Added |
| Menora Mivtachim Holdings Ltd. | 1,697,664 | $347.6M | 1.76% | +2,000+0.1% | Added |
| Wells Fargo & Company | 1,769,763 | $362.3M | 0.07% | −149,819−7.8% | Reduced |
| First Manhattan Co | 2,029,335 | $415.5M | 1.10% | −779,120−27.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,032,438 | $416.1M | 0.24% | −812,322−28.6% | Reduced |
| Assenagon Asset Management S.A. | 2,112,238 | $432.5M | 0.64% | +87,973+4.3% | Added |
| Rafferty Asset Management, LLC | 2,223,600 | $455.3M | 1.48% | −278,436−11.1% | Reduced |
| Allianz Asset Management GmbH | 2,250,738 | $460.8M | 0.57% | −700,479−23.7% | Reduced |
| National Pension Service | 2,257,690 | $462.2M | 0.36% | +56,147+2.6% | Added |
| BNP Paribas Arbitrage, SA | 2,283,579 | $467.5M | 0.36% | −653,417−22.2% | Reduced |
| Swiss National Bank | 2,313,300 | $473.6M | 0.27% | −146,100−5.9% | Reduced |
| HSBC Holdings PLC | 2,331,113 | $476.8M | 0.28% | −163,642−6.6% | Reduced |
| Flossbach Von Storch AG | 2,408,464 | $493.1M | 1.94% | −53,256−2.2% | Reduced |
| Pacer Advisors, Inc. | 2,439,598 | $499.5M | 1.28% | +2,304,369+1,704.0% | Added |
| Citigroup Inc | 2,472,884 | $506.3M | 0.35% | −850,893−25.6% | Reduced |
| Nordea Investment Management AB | 2,467,216 | $514.5M | 0.45% | +137,250+5.9% | Added |
| Royal Bank of Canada | 2,658,570 | $544.3M | 0.10% | −645,044−19.5% | Reduced |
| Victory Capital Management Inc | 2,683,635 | $549.2M | 0.34% | −497,839−15.6% | Reduced |
| Pictet Asset Management Holding SA | 2,765,815 | $566.3M | 0.55% | −154,818−5.3% | Reduced |
| FIL Ltd | 2,834,031 | $580.2M | 0.46% | +2,818,892+18,620.1% | Added |
| Lazard Asset Management LLC | 2,883,765 | $590.4M | 0.80% | −833,589−22.4% | Reduced |
| Cantillon Capital Management LLC | 2,951,260 | $604.2M | 3.33% | −32,480−1.1% | Reduced |
| American Century Companies Inc | 3,020,823 | $618.5M | 0.31% | −1,265,056−29.5% | Reduced |
| First Trust Advisors LP | 3,101,772 | $635.1M | 0.47% | +145,050+4.9% | Added |
| Boston Partners | 3,208,759 | $658.8M | 0.68% | −327,748−9.3% | Reduced |
| Dimensional Fund Advisors LP | 3,288,473 | $673.3M | 0.14% | +465,824+16.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 3,349,048 | $685.7M | 1.68% | +3,349,048 | New |
| Swedbank AB | 3,361,543 | $688.2M | 0.70% | −407,008−10.8% | Reduced |
| Franklin Resources Inc | 3,377,917 | $690.3M | 0.17% | −199,881−5.6% | Reduced |
| Capital World Investors | 3,719,504 | $761.5M | 0.10% | −198,767−5.1% | Reduced |
| Capital International Investors | 3,733,919 | $764.5M | 0.12% | −3,480−0.1% | Reduced |
| Parnassus Investments | 3,761,185 | $770.1M | 1.78% | +422,231+12.6% | Added |
| UBS Group AG | 4,018,232 | $822.7M | 0.16% | −748,303−15.7% | Reduced |
| Barclays PLC | 4,060,052 | $831.3M | 0.31% | +55,560+1.4% | Added |
| Price T Rowe Associates Inc | 4,543,770 | $930.3M | 0.10% | −3,932,086−46.4% | Reduced |
| EdgePoint Investment Group Inc. | 4,817,887 | $986.4M | 7.37% | −173,580−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,860,741 | $995.2M | 0.16% | −12,421−0.3% | Reduced |
| FMR LLC | 5,015,682 | $1.03B | 0.05% | −47,914−0.9% | Reduced |
| Davis Selected Advisers | 5,553,992 | $1.14B | 5.94% | +596,399+12.0% | Added |
| JPMorgan Chase & Co | 5,982,262 | $1.22B | 0.08% | +756,432+14.5% | Added |
| Goldman Sachs Group Inc | 6,320,210 | $1.29B | 0.19% | −1,287,023−16.9% | Reduced |
| Legal & General Group Plc | 6,537,367 | $1.34B | 0.30% | +48,575+0.7% | Added |
| Deutsche Bank AG | 6,540,039 | $1.34B | 0.45% | −141,772−2.1% | Reduced |
| Nuveen, LLC | 7,001,432 | $1.43B | 0.38% | −611,192−8.0% | Reduced |
| Bank of America Corp | 7,191,115 | $1.47B | 0.11% | +127,733+1.8% | Added |
| Amundi | 7,007,690 | $1.57B | 0.50% | −864,270−11.0% | Reduced |
| Invesco Ltd. | 7,985,720 | $1.63B | 0.26% | +348,672+4.6% | Added |
| Bank of New York Mellon Corp | 8,264,566 | $1.69B | 0.30% | +312,875+3.9% | Added |
| UBS Asset Management Americas Inc | 9,129,483 | $1.87B | 0.41% | +7,856,576+617.2% | Added |
| Northern Trust Corp | 9,415,183 | $1.93B | 0.25% | −135,130−1.4% | Reduced |
| Van Eck Associates Corp | 10,552,132 | $2.16B | 2.01% | +1,681,911+19.0% | Added |
| Sanders Capital, LLC | 10,978,990 | $2.25B | 2.77% | +3,280,730+42.6% | Added |
| Morgan Stanley | 11,097,823 | $2.27B | 0.14% | +318,679+3.0% | Added |
| Ameriprise Financial Inc | 12,520,114 | $2.56B | 0.59% | +3,583,751+40.1% | Added |
| Alliancebernstein L.P. | 12,774,281 | $2.62B | 0.82% | −789,839−5.8% | Reduced |
| Capital Research Global Investors | 14,877,672 | $3.05B | 0.57% | +10,305,182+225.4% | Added |
| Geode Capital Management, LLC | 20,937,804 | $4.27B | 0.27% | −88,559−0.4% | Reduced |
| State Street Corp | 38,172,102 | $7.82B | 0.27% | −748,882−1.9% | Reduced |
| BlackRock, Inc. | 74,384,347 | $15.2B | 0.27% | −875,586−1.2% | Reduced |
| Vanguard Group Inc | 76,449,143 | $15.7B | 0.23% | −838,883−1.1% | Reduced |
| Union Bancaire Privee, UBP SA | 48,050 | – | – | −189−0.4% | Reduced |
| Harding Loevner LP | 0 | $0 | 0.00% | −712,217−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −694,431−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −681,221−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −652,234−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −492,773−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −458,432−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −230,159−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −136,723−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −133,028−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −118,159−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −92,343−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,791−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −62,357−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −53,697−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −48,392−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −37,567−100.0% | Sold out |
| Prentiss Smith & Co Inc | 0 | $0 | 0.00% | −34,057−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,846−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,989−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −22,623−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −22,420−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,062−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −18,437−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −15,138−100.0% | Sold out |
| RD Finance Ltd | 0 | $0 | 0.00% | −13,950−100.0% | Sold out |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −13,701−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −13,532−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −11,190−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,985−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −8,890−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −8,888−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |