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.
| 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 |
|---|---|---|---|---|---|
| JustInvest LLC | 139,691 | $28.6M | 0.29% | −5,586−3.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 139,232 | $28.6M | 0.18% | +16,541+13.5% | Added |
| Steward Partners Investment Advisory, LLC | 139,471 | $28.6M | 0.16% | +18,426+15.2% | Added |
| Pathstone Holdings, LLC | 139,015 | $28.5M | 0.11% | +4,008+3.0% | Added |
| Managed Asset Portfolios, LLC | 138,391 | $28.3M | 3.51% | +51,119+58.6% | Added |
| Xponance, Inc. | 137,904 | $28.2M | 0.22% | −8,667−5.9% | Reduced |
| Ci Investments Inc. | 136,565 | $28.0M | 0.10% | −2,462−1.8% | Reduced |
| Alta Park Capital, LP | 136,287 | $27.9M | 2.81% | +136,287 | New |
| Cambridge Investment Research Advisors, Inc. | 134,377 | $27.5M | 0.08% | +4,240+3.3% | Added |
| Rathbone Brothers plc | 133,188 | $27.3M | 0.11% | −203−0.2% | Reduced |
| La Banque Postale Asset Management SA | 133,005 | $27.2M | 0.33% | +117,257+744.6% | Added |
| NewEdge Wealth, LLC | 113,028 | $27.2M | 0.39% | +501+0.4% | Added |
| Utah Retirement Systems | 132,575 | $27.1M | 0.26% | −1,442−1.1% | Reduced |
| Trust Co of Vermont | 131,670 | $27.0M | 1.17% | +7,100+5.7% | Added |
| Nomura Holdings Inc | 130,535 | $26.7M | 0.12% | +121,314+1,315.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 129,625 | $26.5M | 0.21% | +6,311+5.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 127,113 | $26.0M | 0.07% | +40,204+46.3% | Added |
| Baker Avenue Asset Management, LP | 126,578 | $25.9M | 0.62% | +9,355+8.0% | Added |
| Point72 (DIFC) Ltd | 126,181 | $25.8M | 1.80% | +126,181 | New |
| McGuire Investment Group, LLC | 123,773 | $25.3M | 2.87% | −1,403−1.1% | Reduced |
| Brown Advisory Inc | 123,281 | $25.2M | 0.03% | +21,590+21.2% | Added |
| Larson Financial Group LLC | 121,881 | $25.0M | 0.88% | +46,055+60.7% | Added |
| Colony Group, LLC | 121,537 | $24.9M | 0.04% | −646−0.5% | Reduced |
| Lountzis Asset Management, LLC | 120,159 | $24.6M | 8.03% | −96−0.1% | Reduced |
| Summit Street Capital Management, LLC | 119,159 | $24.4M | 3.35% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 117,598 | $24.1M | 0.21% | −4,487−3.7% | Reduced |
| Guyasuta Investment Advisors Inc | 116,026 | $23.8M | 1.37% | +518+0.4% | Added |
| Midwest Trust Co | 115,912 | $23.7M | 0.31% | +1,560+1.4% | Added |
| Sit Investment Associates Inc | 115,484 | $23.6M | 0.48% | −3,302−2.8% | Reduced |
| British Columbia Investment Management Corp | 115,463 | $23.6M | 0.14% | −12,531−9.8% | Reduced |
| BancorpSouth Bank | 115,368 | $23.6M | 1.43% | +122+0.1% | Added |
| Hancock Whitney Corp | 115,351 | $23.6M | 0.43% | +346+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 114,880 | $23.5M | 0.99% | −122−0.1% | Reduced |
| Marex Group plc | 114,183 | $23.4M | 0.29% | +4,330+3.9% | Added |
| Ethic Inc. | 113,986 | $23.3M | 0.38% | −5,652−4.7% | Reduced |
| CORDA Investment Management, LLC. | 113,220 | $23.2M | 1.63% | +4,392+4.0% | Added |
| Eastern Bank | 111,912 | $22.9M | 0.41% | −854−0.8% | Reduced |
| Profund Advisors LLC | 111,426 | $22.8M | 0.74% | +450.0% | Added |
| First Nebraska Trust Co | 111,357 | $22.8M | 2.06% | −1,157−1.0% | Reduced |
| Soros Capital Management LLC | 111,354 | $22.8M | 5.64% | +27,188+32.3% | Added |
| South Dakota Investment Council | 111,074 | $22.7M | 0.44% | −8,697−7.3% | Reduced |
| Huntington National Bank | 111,051 | $22.7M | 0.14% | −30,268−21.4% | Reduced |
| Cresset Asset Management, LLC | 110,700 | $22.7M | 0.10% | +674+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 110,496 | $22.6M | 0.13% | +4,265+4.0% | Added |
| Brandywine Global Investment Management, LLC | 110,431 | $22.6M | 0.16% | +110,431 | New |
| Fuller & Thaler Asset Management, Inc. | 109,906 | $22.5M | 0.08% | −8,448−7.1% | Reduced |
| Keybank National Association | 109,572 | $22.4M | 0.08% | −7,288−6.2% | Reduced |
| Jain Global LLC | 108,965 | $22.3M | 0.29% | −71,712−39.7% | Reduced |
| Stanley Capital Management, LLC | 107,800 | $22.1M | 3.63% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 106,433 | $21.8M | 0.18% | +726+0.7% | Added |
| Shelton Capital Management | 105,976 | $21.7M | 0.46% | −5,036−4.5% | Reduced |
| Janus Henderson Group PLC | 105,460 | $21.6M | 0.01% | −623,632−85.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 105,000 | $21.5M | 0.16% | +73,500+233.3% | Added |
| OP Asset Management Ltd | 104,106 | $21.3M | 0.28% | +1,270+1.2% | Added |
| Sienna Gestion | 113,221 | $21.1M | 1.48% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 103,026 | $21.1M | 2.08% | +1,939+1.9% | Added |
| Public Employees Retirement Association of Colorado | 102,657 | $21.0M | 0.08% | −3,802−3.6% | Reduced |
| LMCG Investments, LLC | 101,677 | $20.8M | 1.22% | −1,489−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 101,402 | $20.8M | 0.16% | −13,725−11.9% | Reduced |
| SummitTX Capital, L.P. | 101,177 | $20.7M | 0.86% | +42,126+71.3% | Added |
| Deprince Race & Zollo Inc | 100,956 | $20.7M | 0.41% | −58,288−36.6% | Reduced |
| Louisiana State Employees Retirement System | 100,200 | $20.5M | 0.34% | −1,400−1.4% | Reduced |
| Wealthfront Advisers LLC | 99,269 | $20.3M | 0.05% | −3,444−3.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $20.3M | 2.67% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 97,979 | $20.1M | 0.27% | −1,734−1.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 97,500 | $20.0M | 1.82% | +97,500 | New |
| Elo Mutual Pension Insurance Co | 96,712 | $19.8M | 0.33% | +17,288+21.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 95,926 | $19.6M | 0.07% | +6,670+7.5% | Added |
| Formuepleje A/S | 95,446 | $19.5M | 1.10% | −35,949−27.4% | Reduced |
| Yousif Capital Management, LLC | 95,442 | $19.5M | 0.21% | −6,653−6.5% | Reduced |
| BLI - Banque de Luxembourg Investments | 94,915 | $19.5M | 0.57% | −730−0.8% | Reduced |
| Federated Hermes, Inc. | 94,640 | $19.4M | 0.03% | −16,107−14.5% | Reduced |
| Vivaldi Capital Management, LLC | 94,358 | $19.3M | 2.73% | −4,016−4.1% | Reduced |
| Empowered Funds, LLC | 93,680 | $19.2M | 0.19% | −21,561−18.7% | Reduced |
| F&V Capital Management, LLC | 93,451 | $19.1M | 4.30% | +29,235+45.5% | Added |
| iA Global Asset Management Inc. | 93,402 | $19.1M | 0.26% | +3,230+3.6% | Added |
| California First Leasing Corp | 92,836 | $19.0M | 6.96% | 00.0% | Unchanged |
| Carmel Capital Management L.L.C. | 91,833 | $18.8M | 5.72% | +4,748+5.5% | Added |
| Oregon Public Employees Retirement Fund | 91,755 | $18.8M | 0.24% | +21,539+30.7% | Added |
| Oppenheimer & Co Inc | 91,720 | $18.8M | 0.23% | −432−0.5% | Reduced |
| Maple Capital Management, Inc. | 90,930 | $18.6M | 1.22% | +2,489+2.8% | Added |
| Horizon Investments, LLC | 90,178 | $18.5M | 0.24% | +34,139+60.9% | Added |
| Kestra Advisory Services, LLC | 90,170 | $18.5M | 0.08% | +29,990+49.8% | Added |
| ABN AMRO Bank N.V. | 89,272 | $18.2M | 0.18% | +6,372+7.7% | Added |
| Thrivent Financial for Lutherans | 88,874 | $18.2M | 0.04% | −758,147−89.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,261 | $18.1M | 0.03% | −80,236−49.1% | Reduced |
| J. Goldman & Co LP | 88,520 | $18.1M | 0.69% | +88,520 | New |
| Mutual of America Capital Management LLC | 86,977 | $17.8M | 0.19% | −6,181−6.6% | Reduced |
| Nearwater Capital Markets, Ltd | 86,500 | $17.7M | 0.24% | −50,000−36.6% | Reduced |
| Brookstone Capital Management | 86,006 | $17.6M | 0.21% | +8,889+11.5% | Added |
| Cornerstone Advisors, LLC | 85,700 | $17.5M | 0.58% | 00.0% | Unchanged |
| Banco Santander, S.A. | 85,626 | $17.5M | 0.16% | −10,451−10.9% | Reduced |
| State of Alaska, Department of Revenue | 85,557 | $17.5M | 0.18% | −5,799−6.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 84,727 | $17.3M | 0.81% | +8,994+11.9% | Added |
| Blair William & Co | 84,265 | $17.3M | 0.05% | +156+0.2% | Added |
| Benchstone Capital Management LP | 84,255 | $17.3M | 2.35% | +84,255 | New |
| Trillium Asset Management, LLC | 83,717 | $17.1M | 0.45% | −2,641−3.1% | Reduced |
| Bokf, NA | 83,263 | $17.0M | 0.26% | −3,029−3.5% | Reduced |
| Sirios Capital Management L P | 83,064 | $17.0M | 2.21% | +83,064 | New |
| First Citizens Bank & Trust Co | 82,465 | $16.9M | 0.36% | +5,048+6.5% | Added |