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 3 sales; 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| CapitalatWork S.A. | 818,501 | $167.6M | 4.87% | +11,842+1.5% | Added |
| DekaBank Deutsche Girozentrale | 816,742 | $166.9M | 0.28% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 768,218 | $157.3M | 0.49% | +40,165+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 741,586 | $151.8M | 0.59% | +19,840+2.7% | Added |
| Macquarie Group Ltd | 736,159 | $150.7M | 0.18% | −128,394−14.9% | Reduced |
| Standard Life Aberdeen plc | 720,084 | $149.4M | 0.24% | −16,284−2.2% | Reduced |
| Public Sector Pension Investment Board | 729,612 | $149.4M | 0.55% | +562,631+336.9% | Added |
| AXA Investment Managers S.A. | 724,493 | $148.3M | 0.40% | +724,493 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 721,808 | $147.7M | 0.24% | +67,141+10.3% | Added |
| State Board of Administration of Florida Retirement System | 716,407 | $146.7M | 0.26% | −60,869−7.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 669,726 | $137.1M | 0.22% | −136,400−16.9% | Reduced |
| KBC Group NV | 664,392 | $136.0M | 0.33% | −187,363−22.0% | Reduced |
| Aviva PLC | 660,108 | $135.2M | 0.25% | +45,330+7.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 653,083 | $133.7M | 0.29% | −78,628−10.7% | Reduced |
| New York State Teachers Retirement System | 649,270 | $132.9M | 0.26% | −14,471−2.2% | Reduced |
| Korea Investment CORP | 638,607 | $130.7M | 0.27% | +32,181+5.3% | Added |
| Raiffeisen Bank International AG | 624,120 | $127.9M | 1.71% | +35,970+6.1% | Added |
| Storebrand Asset Management AS | 624,126 | $127.8M | 0.34% | −14,136−2.2% | Reduced |
| US Bancorp | 618,040 | $126.5M | 0.15% | −1,933−0.3% | Reduced |
| Credit Agricole S A | 596,570 | $122.1M | 0.40% | +596,570 | New |
| Vontobel Holding Ltd. | 575,062 | $117.7M | 0.37% | −255,836−30.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 573,966 | $117.5M | 2.24% | +2,349+0.4% | Added |
| Creative Planning | 562,375 | $115.1M | 0.09% | +303,595+117.3% | Added |
| Findlay Park Partners LLP | 554,500 | $113.5M | 1.19% | −9,900−1.8% | Reduced |
| Point72 Asset Management, L.P. | 550,635 | $112.7M | 0.24% | +422,635+330.2% | Added |
| Glenmede Investment Management, LP | 549,199 | $112.4M | 0.54% | −12,271−2.2% | Reduced |
| AQR Capital Management LLC | 545,464 | $111.7M | 0.07% | −549,113−50.2% | Reduced |
| Rockefeller Capital Management L.P. | 542,722 | $111.1M | 0.22% | −15,583−2.8% | Reduced |
| Royal London Asset Management Ltd | 541,707 | $110.9M | 0.24% | −334,962−38.2% | Reduced |
| Treasurer of the State of North Carolina | 526,154 | $107.7M | 0.33% | +146,830+38.7% | Added |
| Northwestern Mutual Wealth Management Co | 525,155 | $107.5M | 0.07% | −7,039−1.3% | Reduced |
| Achmea Investment Management B.V. | 522,534 | $107.0M | 1.33% | +20,947+4.2% | Added |
| Nomura Asset Management Co Ltd | 519,646 | $106.4M | 0.28% | −68,070−11.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 517,156 | $105.5M | 0.27% | −164,824−24.2% | Reduced |
| Andra AP-fonden | 513,033 | $105.0M | 1.34% | +139,100+37.2% | Added |
| Capula Management Ltd | 509,913 | $104.4M | 0.78% | +509,502+123,966.4% | Added |
| Prudential Financial Inc | 509,360 | $104.3M | 0.12% | −157,783−23.7% | Reduced |
| Guggenheim Capital LLC | 508,676 | $104.1M | 0.77% | +9,990+2.0% | Added |
| The PNC Financial Services Group, Inc. | 494,775 | $101.3M | 0.06% | −5,895−1.2% | Reduced |
| Argent Capital Management LLC | 492,092 | $100.8M | 2.75% | −5,166−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 478,867 | $98.0M | 0.53% | +25,391+5.6% | Added |
| Fifth Third Bancorp | 478,801 | $98.0M | 0.31% | −11,646−2.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 478,457 | $98.0M | 0.88% | −27,758−5.5% | Reduced |
| Susquehanna International Group, LLP | 474,836 | $97.2M | 0.14% | +59,477+14.3% | Added |
| Boston Trust Walden Corp | 472,897 | $96.8M | 0.71% | −112,399−19.2% | Reduced |
| Retirement Systems of Alabama | 469,547 | $96.1M | 0.32% | −3,147−0.7% | Reduced |
| Bridgewater Associates, LP | 463,503 | $94.9M | 0.37% | +463,503 | New |
| HighTower Advisors, LLC | 462,820 | $94.8M | 0.11% | +31,592+7.3% | Added |
| Danske Bank A/S | 455,260 | $93.2M | 0.23% | −361,290−44.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 446,452 | $91.4M | 0.25% | −19,528−4.2% | Reduced |
| SEI Investments Co | 440,174 | $90.1M | 0.10% | +17,480+4.1% | Added |
| State of Wisconsin Investment Board | 428,911 | $87.8M | 0.20% | −17,421−3.9% | Reduced |
| Schroder Investment Management Group | 425,973 | $87.3M | 0.07% | −32,567−7.1% | Reduced |
| Bristol Gate Capital Partners Inc. | 417,459 | $85.5M | 5.05% | −13,282−3.1% | Reduced |
| APG Asset Management N.V. | 486,400 | $84.8M | 0.24% | −2,200−0.5% | Reduced |
| Panagora Asset Management Inc | 406,156 | $83.2M | 0.34% | +54,339+15.4% | Added |
| 1832 Asset Management L.P. | 403,862 | $82.7M | 0.14% | −102,882−20.3% | Reduced |
| Sound Shore Management Inc | 399,239 | $81.7M | 2.70% | +34,722+9.5% | Added |
| Erste Asset Management GmbH | 389,698 | $79.7M | 0.77% | −217,374−35.8% | Reduced |
| Capital Advisors Inc | 405,365 | $79.4M | 1.33% | +1,515+0.4% | Added |
| Cornerstone Investment Partners, LLC | 380,494 | $77.9M | 3.26% | +35,000+10.1% | Added |
| Acadian Asset Management LLC | 372,653 | $76.3M | 0.13% | −1,359,362−78.5% | Reduced |
| UniSuper Management Pty Ltd | 371,596 | $76.1M | 0.47% | −937−0.3% | Reduced |
| KLP Kapitalforvaltning AS | 368,941 | $75.5M | 0.30% | −3,100−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 368,389 | $75.4M | 0.53% | +364,957+10,633.9% | Added |
| Toronto Dominion Bank | 365,914 | $74.9M | 0.15% | −21,380−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 355,679 | $72.8M | 0.23% | −8,229−2.3% | Reduced |
| Citadel Advisors LLC | 354,006 | $72.5M | 0.06% | +354,006 | New |
| Tocqueville Asset Management L.P. | 352,735 | $72.2M | 1.05% | +23,921+7.3% | Added |
| Whittier Trust Co | 329,418 | $71.7M | 0.82% | −1,443−0.4% | Reduced |
| CIBC Asset Management Inc | 348,961 | $71.4M | 0.21% | −2,410−0.7% | Reduced |
| Intermede Investment Partners Ltd | 346,041 | $70.8M | 2.91% | −247,489−41.7% | Reduced |
| Asset Management One Co.,Ltd. | 345,152 | $70.7M | 0.20% | −10,379−2.9% | Reduced |
| Assetmark, Inc | 344,377 | $70.5M | 0.15% | +31,759+10.2% | Added |
| NEOS Investment Management LLC | 341,327 | $69.9M | 0.52% | +133,453+64.2% | Added |
| Crestwood Advisors Group LLC | 337,979 | $69.2M | 1.18% | −9,642−2.8% | Reduced |
| XN LP | 336,900 | $69.0M | 2.03% | −209,242−38.3% | Reduced |
| Handelsbanken Fonder AB | 332,917 | $68.2M | 0.22% | −2,967−0.9% | Reduced |
| Millennium Management LLC | 329,488 | $67.5M | 0.05% | −79,158−19.4% | Reduced |
| CI Private Wealth, LLC | 329,209 | $67.4M | 0.11% | −29,629−8.3% | Reduced |
| STRS Ohio | 328,929 | $67.3M | 0.25% | +79,921+32.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 326,064 | $66.8M | 0.21% | +225,060+222.8% | Added |
| Commonwealth Equity Services, LLC | 318,170 | $65.1M | 0.08% | −40,616−11.3% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $65.0M | 2.14% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 317,248 | $65.0M | 1.33% | −3,872−1.2% | Reduced |
| Analog Century Management LP | 315,078 | $64.5M | 3.46% | +315,078 | New |
| Silvercrest Asset Management Group LLC | 312,762 | $64.0M | 0.42% | −12,026−3.7% | Reduced |
| Truist Financial Corp | 311,954 | $63.9M | 0.09% | −110,176−26.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,602 | $63.8M | 0.15% | −96,743−23.7% | Reduced |
| CBOE Vest Financial, LLC | 309,359 | $63.3M | 0.83% | +47,754+18.3% | Added |
| Mn Services Vermogensbeheer B.V. | 307,262 | $62.9M | 0.41% | +3,500+1.2% | Added |
| Bank of Nova Scotia | 305,765 | $62.6M | 0.11% | +1,173+0.4% | Added |
| Cetera Investment Advisers | 302,368 | $61.9M | 0.07% | +36,200+13.6% | Added |
| Earnest Partners LLC | 300,755 | $61.6M | 0.27% | −8,216−2.7% | Reduced |
| Nissay Asset Management Corp | 298,906 | $61.2M | 0.34% | +3,044+1.0% | Added |
| Swiss Life Asset Management Ltd | 298,693 | $61.2M | 0.32% | −30,791−9.3% | Reduced |
| Mariner, LLC | 288,063 | $59.0M | 0.08% | −2,950−1.0% | Reduced |
| State of Tennessee, Treasury Department | 287,529 | $58.9M | 0.20% | +2,543+0.9% | Added |
| M&T Bank Corp | 283,863 | $58.1M | 0.20% | −11,179−3.8% | Reduced |
| ASR Vermogensbeheer N.V. | 283,635 | $58.1M | 0.70% | −3,688−1.3% | Reduced |