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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.

Institutional holdersQ3 2025: 2,362 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,520 institutions
Value heldQ3 2025: $129.3B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,520$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q2 2025.

Institutions holding AMAT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Heck Capital Advisors, LLC2,060$421.8K0.03%+5+0.2%Added
Integrity Alliance, LLC.2,062$422.3K0.02%−385−15.7%Reduced
Pinnacle Bancorp, Inc.2,063$422.4K0.12%−208−9.2%Reduced
Worth Financial Advisory Group, LLC2,064$422.6K0.24%−134−6.1%Reduced
Financial Network Wealth Management LLC1,800$423.0K0.13%+1,800New
Prakash Investment Advisors LLC2,070$423.8K0.30%−30−1.4%Reduced
Stanley-Laman Group, Ltd.2,072$424.2K0.06%+322+18.4%Added
Principle Wealth Partners LLC2,072$424.2K0.02%−334−13.9%Reduced
CTC Alternative Strategies, Ltd.2,084$426.7K0.71%−3,496−62.7%Reduced
O'Rourke & Company, Inc2,092$428.3K0.18%+10.0%Added
Kerr Financial Planning Corp1,860$430.2K0.61%+1,860New
Oregon Pacific Wealth Management, LLC2,103$430.6K0.37%−134−6.0%Reduced
Moloney Securities Asset Management, LLC2,103$430.6K0.05%−3,632−63.3%Reduced
Associated Banc-Corp2,106$431.2K0.01%−47−2.2%Reduced
Blue Barn Wealth, LLC2,129$436.0K0.19%−55−2.5%Reduced
Papp L Roy & Associates2,132$436.5K0.05%+100+4.9%Added
Running Point Capital Advisors, LLC2,135$437.1K0.12%−11−0.5%Reduced
Financial Advisors Network, Inc.2,136$437.3K0.06%−614−22.3%Reduced
Cascade Investment Group, Inc.2,144$439.0K0.29%00.0%Unchanged
Madison Wealth Partners, Inc2,144$439.0K0.09%+2+0.1%Added
Sentry Investment Management LLC2,023$440.0K0.29%+2,023New
Addison Capital Co2,149$440.0K0.13%+2+0.1%Added
Wall Street Financial Group, Inc.2,150$440.2K0.32%+414+23.8%Added
Fortitude Advisory Group L.L.C.2,151$440.4K0.24%00.0%Unchanged
Strategic Wealth Partners, Ltd.2,155$441.3K0.03%00.0%Unchanged
Grant Street Asset Management, Inc.2,155$441.3K0.09%+11+0.5%Added
Cypress Wealth Services, LLC2,160$442.3K0.07%−33−1.5%Reduced
Bond & Devick Financial Network, Inc.2,164$443.1K0.13%+113+5.5%Added
KLCM Advisors, Inc.2,166$443.5K0.04%−905−29.5%Reduced
Covenant Partners, LLC2,167$443.7K0.13%00.0%Unchanged
CVA Family Office, LLC2,169$444.2K0.06%−6−0.3%Reduced
waypoint wealth counsel2,171$444.5K0.18%−505−18.9%Reduced
Pictet & Cie (Europe) SA2,181$445.0K0.01%+30+1.4%Added
Hoxton Planning & Management, LLC2,177$445.7K0.14%−35−1.6%Reduced
Aprio Wealth Management, LLC2,178$445.8K0.04%+484+28.6%Added
Founders Financial Alliance, LLC2,196$449.5K0.08%+979+80.4%Added
Strategic Advocates LLC2,196$449.6K0.12%−1,100−33.4%Reduced
Foster Group, Inc.2,197$449.8K0.01%+83+3.9%Added
GLOBALT Investments LLC2,200$450.4K0.02%−7,314−76.9%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,200$450.4K0.00%00.0%Unchanged
Avanda Investment Management Pte. Ltd.2,200$450.4K0.35%+2,200New
Caitlin John, LLC2,201$450.7K0.31%−54−2.4%Reduced
Birchcreek Wealth Management, LLC2,213$453.1K0.23%−150−6.3%Reduced
Onefund, LLC2,225$455.5K0.29%+77+3.6%Added
West Family Investments, Inc.2,237$458.0K0.10%+434+24.1%Added
Simon Quick Advisors, LLC2,247$460.1K0.02%+379+20.3%Added
Gemmer Asset Management LLC2,258$462.3K0.04%+2,258New
Keebeck Wealth Management, LLC2,273$465.4K0.06%+25+1.1%Added
Midwest Financial Group LLC2,273$465.4K0.22%00.0%Unchanged
Haven Private, LLC2,283$467.4K0.21%−13−0.6%Reduced
Peoples Bank2,283$467.4K0.29%−17−0.7%Reduced
Spinnaker Investment Group, LLC2,290$468.9K0.09%+73+3.3%Added
Opes Wealth Management LLC2,292$469.3K0.08%+10+0.4%Added
Telos Capital Management, Inc.2,294$469.7K0.04%−12−0.5%Reduced
1st Source Bank2,295$469.9K0.02%+138+6.4%Added
Affinity Investment Advisors, LLC2,298$470.5K0.32%00.0%Unchanged
Arista Wealth Management, LLC2,309$472.7K0.06%+2,309New
AGH Wealth Advisors, LLC2,317$474.4K0.35%−197−7.8%Reduced
AdvisorNet Financial, Inc2,317$474.4K0.03%+359+18.3%Added
Grant Private Wealth Management Inc2,323$475.6K0.29%+2,323New
TruNorth Capital Management, LLC2,342$479.5K0.09%00.0%Unchanged
B&L Asset Management LLC2,344$479.9K0.25%+600+34.4%Added
Ring Mountain Capital, LLC2,345$480.0K0.27%−12−0.5%Reduced
DLK Investment Management, LLC2,345$480.1K0.18%−5−0.2%Reduced
RAM Investment Partners, LLC2,358$482.8K0.09%−188−7.4%Reduced
Resonant Capital Advisors, LLC2,365$484.2K0.03%−463−16.4%Reduced
MV Capital Management, Inc.2,378$486.9K0.05%+2+0.1%Added
Thoroughbred Financial Services, LLC2,383$487.0K0.03%−9,081−79.2%Reduced
Polymer Capital Management (US) LLC2,379$487.1K0.06%−23,743−90.9%Reduced
Versant Capital Management, Inc2,383$487.9K0.07%+207+9.5%Added
Capital Analysts, LLC2,384$488.0K0.01%+5+0.2%Added
DRW Securities, LLC2,387$488.4K0.03%−658−21.6%Reduced
First Heartland Consultants, Inc.2,392$489.7K0.04%−22−0.9%Reduced
Forza Wealth Management, LLC2,392$489.7K0.19%00.0%Unchanged
Fukoku Mutual Life Insurance Co2,398$491.0K0.03%00.0%Unchanged
Advus Financial Partners, LLC2,401$491.5K0.12%−123−4.9%Reduced
Leuthold Group, LLC2,411$493.6K0.05%+2,411New
International Assets Investment Management, LLC2,688$494.0K0.04%+176+7.0%Added
Gallacher Capital Management LLC2,417$494.8K0.20%+179+8.0%Added
Vaughan David Investments LLC2,420$495.0K0.01%00.0%Unchanged
Martin Capital Advisors, LLP2,418$495.2K0.30%+39+1.6%Added
Brookwood Investment Group LLC2,426$496.7K0.06%−751−23.6%Reduced
Wallace Advisory Group, LLC2,719$497.8K0.40%−135−4.7%Reduced
Capital Advantage, Inc.2,431$497.8K0.07%−5−0.2%Reduced
Cromwell Holdings LLC2,432$497.9K0.27%00.0%Unchanged
Boston Common Asset Management, LLC2,436$498.7K0.01%00.0%Unchanged
Alhambra Investment Partners LLC2,440$499.6K0.24%+565+30.1%Added
Armis Advisers, LLC2,262$502.4K0.05%+419+22.7%Added
Mraz, Amerine & Associates, Inc.2,465$504.7K0.08%00.0%Unchanged
Mengis Capital Management, Inc.2,471$506.0K0.10%−19−0.8%Reduced
Leonard Rickey Investment Advisors P.L.L.C.2,486$509.1K0.10%+397+19.0%Added
Peak Planning Group, LLC2,487$509.1K0.27%−681−21.5%Reduced
Corient IA LLC2,500$511.9K0.38%00.0%Unchanged
Sivia Capital Partners, LLC2,500$511.9K0.14%−725−22.5%Reduced
Centennial Wealth Advisory LLC2,515$514.9K0.14%+388+18.2%Added
Insight 2811, Inc.2,525$517.0K0.23%00.0%Unchanged
Independence Bank of Kentucky2,525$517.0K0.07%00.0%Unchanged
Waterloo Capital, L.P.2,537$519.5K0.04%+11+0.4%Added
AdvisorShares Investments LLC2,538$519.6K0.08%−32−1.2%Reduced
Requisite Capital Management, LLC2,545$521.1K0.09%+2,545New