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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 82,023 | $16.8M | 1.61% | +525+0.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 81,683 | $16.7M | 0.35% | +549+0.7% | Added |
| CWM, LLC | 81,408 | $16.7M | 0.05% | +7,510+10.2% | Added |
| Fisher Funds Management LTD | 81,063 | $16.6M | 0.44% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,612 | $16.5M | 1.28% | −93,771−53.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 80,178 | $16.4M | 0.06% | −7,631−8.7% | Reduced |
| Captrust Financial Advisors | 79,850 | $16.3M | 0.03% | +660+0.8% | Added |
| Oddo BHF Asset Management SAS | 79,583 | $16.3M | 0.62% | +37,314+88.3% | Added |
| FRG Family Wealth Advisors LLC | 79,446 | $16.3M | 2.62% | −915−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 78,788 | $16.1M | 0.33% | +1,617+2.1% | Added |
| Anchor Capital Advisors LLC | 78,312 | $16.0M | 0.46% | −2,343−2.9% | Reduced |
| Liontrust Investment Partners LLP | 78,288 | $16.0M | 0.23% | −89,464−53.3% | Reduced |
| Avanza Fonder AB | 78,057 | $16.0M | 0.41% | +6,060+8.4% | Added |
| WoodTrust Financial Corp | 77,897 | $15.9M | 1.90% | −19,619−20.1% | Reduced |
| Illinois Municipal Retirement Fund | 76,362 | $15.6M | 0.20% | −23,303−23.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 76,307 | $15.6M | 0.33% | +2,047+2.8% | Added |
| Callahan Advisors, LLC | 75,555 | $15.5M | 1.31% | −1,185−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 74,456 | $15.2M | 0.17% | −2,722−3.5% | Reduced |
| Walleye Capital LLC | 74,402 | $15.2M | 0.12% | +49,766+202.0% | Added |
| Mediolanum International Funds Ltd | 73,178 | $15.0M | 0.16% | −48,741−40.0% | Reduced |
| Jacobs & Co | 72,691 | $14.9M | 1.42% | −435−0.6% | Reduced |
| GAM Holding AG | 72,603 | $14.9M | 0.92% | +8,910+14.0% | Added |
| Matrix Asset Advisors Inc | 72,513 | $14.8M | 1.38% | +21,442+42.0% | Added |
| Gabelli Funds LLC | 71,952 | $14.7M | 0.10% | −270−0.4% | Reduced |
| Moran Wealth Management, LLC | 70,837 | $14.5M | 0.44% | +5,085+7.7% | Added |
| Prime Capital Investment Advisors, LLC | 70,690 | $14.5M | 0.18% | −13,316−15.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 70,407 | $14.4M | 0.57% | +1,300+1.9% | Added |
| Capital Investment Counsel, Inc | 70,065 | $14.3M | 1.75% | −2,689−3.7% | Reduced |
| Zevenbergen Capital Investments LLC | 70,000 | $14.3M | 0.28% | 00.0% | Unchanged |
| Wellington Management Group LLP | 69,452 | $14.2M | 0.00% | −126,896−64.6% | Reduced |
| Norinchukin Bank, The | 68,077 | $13.9M | 0.19% | −577−0.8% | Reduced |
| Quantitative Investment Management, LLC | 68,028 | $13.9M | 1.94% | +68,028 | New |
| D.A. Davidson & Co. | 68,012 | $13.9M | 0.09% | −794−1.2% | Reduced |
| Vinva Investment Management Ltd | 67,665 | $13.9M | 0.28% | −7,367−9.8% | Reduced |
| Grimes & Company, Inc. | 66,624 | $13.6M | 0.34% | −6,378−8.7% | Reduced |
| Hollencrest Capital Management | 66,403 | $13.6M | 0.49% | −572−0.9% | Reduced |
| Ieq Capital, LLC | 65,732 | $13.5M | 0.04% | −60,002−47.7% | Reduced |
| Twin Tree Management, LP | 64,778 | $13.3M | 0.62% | −82,275−55.9% | Reduced |
| Steel Peak Wealth Management LLC | 64,758 | $13.3M | 0.45% | +31,745+96.2% | Added |
| Pinebridge Investments, L.P. | 64,578 | $13.2M | 0.10% | −77,854−54.7% | Reduced |
| RMB Capital Management, LLC | 63,795 | $13.1M | 0.24% | −1,574−2.4% | Reduced |
| Gateway Investment Advisers LLC | 63,784 | $13.1M | 0.13% | +4,326+7.3% | Added |
| Vident Advisory, LLC | 63,488 | $13.0M | 0.13% | +9,173+16.9% | Added |
| Holderness Investments Co | 63,429 | $13.0M | 2.65% | −3,068−4.6% | Reduced |
| Bradley Foster & Sargent Inc | 63,345 | $13.0M | 0.19% | −765−1.2% | Reduced |
| Fiera Capital Corp | 62,908 | $12.9M | 0.04% | +13,379+27.0% | Added |
| Flputnam Investment Management Co | 62,275 | $12.8M | 0.19% | +12,272+24.5% | Added |
| Cullinan Associates Inc | 61,974 | $12.7M | 0.83% | −1,849−2.9% | Reduced |
| MAI Capital Management | 61,878 | $12.7M | 0.08% | +18,532+42.8% | Added |
| Jamison Private Wealth Management, Inc. | 61,372 | $12.6M | 1.59% | +430+0.7% | Added |
| Brinker Capital Investments, LLC | 61,335 | $12.6M | 0.10% | +2,353+4.0% | Added |
| Phoenix Holdings Ltd. | 61,004 | $12.5M | 0.15% | +14,691+31.7% | Added |
| Lowe Brockenbrough & Co Inc | 60,916 | $12.5M | 0.64% | +1,148+1.9% | Added |
| DJE Kapital AG | 67,795 | $12.4M | 0.30% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60,580 | $12.4M | 0.50% | −7,151−10.6% | Reduced |
| Freestone Capital Holdings, LLC | 60,471 | $12.4M | 0.38% | −1,488−2.4% | Reduced |
| Sava Infond d.o.o. | 60,205 | $12.3M | 1.75% | +2,040+3.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 60,190 | $12.3M | 0.03% | +16,267+37.0% | Added |
| Seven Grand Managers, LLC | 60,000 | $12.3M | 1.00% | +60,000 | New |
| Willis Investment Counsel | 59,633 | $12.2M | 0.67% | −51,621−46.4% | Reduced |
| Univest Financial Corp | 59,499 | $12.2M | 0.68% | −25,973−30.4% | Reduced |
| QV Investors Inc. | 59,070 | $12.1M | 1.05% | −22,270−27.4% | Reduced |
| Warren Averett Asset Management, LLC | 58,742 | $12.0M | 0.12% | −604−1.0% | Reduced |
| Capital International Inc | 57,995 | $11.9M | 0.09% | +9,761+20.2% | Added |
| ProVise Management Group, LLC | 57,903 | $11.9M | 0.87% | +22,628+64.1% | Added |
| Banque Pictet & Cie SA | 57,886 | $11.8M | 0.12% | −200.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 57,538 | $11.8M | 0.14% | +703+1.2% | Added |
| Atria Investments LLC | 57,362 | $11.7M | 0.13% | −3,382−5.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 56,830 | $11.6M | 0.18% | +36,100+174.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 56,637 | $11.6M | 0.42% | +4,155+7.9% | Added |
| Advanced Asset Management Advisors Inc | 56,000 | $11.5M | 3.07% | 00.0% | Unchanged |
| Four Tree Island Advisory LLC | 55,114 | $11.4M | 7.29% | +709+1.3% | Added |
| Colonial Trust Advisors | 55,771 | $11.4M | 0.88% | +347+0.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 55,464 | $11.4M | 0.18% | −28,049−33.6% | Reduced |
| B. Riley Financial, Inc. | 495,000 | $11.4M | 7.70% | +495,000 | New |
| Advisory Services Network, LLC | 55,442 | $11.4M | 0.17% | +754+1.4% | Added |
| EverSource Wealth Advisors, LLC | 54,749 | $11.2M | 0.44% | −38−0.1% | Reduced |
| Verdence Capital Advisors LLC | 48,437 | $11.2M | 0.65% | +1,063+2.2% | Added |
| Bard Financial Services, Inc. | 53,990 | $11.1M | 1.21% | −225−0.4% | Reduced |
| Greenwich Wealth Management LLC | 53,810 | $11.0M | 0.55% | +691+1.3% | Added |
| Harvest Fund Management Co., Ltd | 53,207 | $10.9M | 0.46% | −1,566−2.9% | Reduced |
| Spinecap SAS | 52,899 | $10.8M | 4.77% | 00.0% | Unchanged |
| SFMG, LLC | 52,300 | $10.7M | 0.74% | +900+1.8% | Added |
| Mission Wealth Management, LP | 52,192 | $10.7M | 0.22% | −2,212−4.1% | Reduced |
| Great Lakes Advisors, LLC | 51,769 | $10.6M | 0.09% | +40,178+346.6% | Added |
| Hosking Partners LLP | 51,604 | $10.6M | 0.38% | −935−1.8% | Reduced |
| Aristotle Atlantic Partners, LLC | 51,262 | $10.5M | 0.30% | +10,408+25.5% | Added |
| William Allan, LLC | 51,166 | $10.5M | 5.87% | −4,062−7.4% | Reduced |
| Voleon Capital Management LP | 51,162 | $10.5M | 0.26% | +28,648+127.2% | Added |
| Kentucky Retirement Systems | 50,358 | $10.3M | 0.29% | −1,804−3.5% | Reduced |
| DuPont Capital Management Corp | 50,311 | $10.3M | 1.07% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 50,157 | $10.3M | 0.79% | +27,078+117.3% | Added |
| Generali Asset Management SPA SGR | 50,151 | $10.3M | 0.22% | −16,813−25.1% | Reduced |
| Alight Capital Management LP | 50,000 | $10.2M | 2.45% | +50,000 | New |
| Morningstar Investment Management LLC | 49,783 | $10.2M | 0.37% | +48,151+2,950.4% | Added |
| Smithbridge Asset Management Inc | 49,719 | $10.2M | 1.48% | −110−0.2% | Reduced |
| Banque Cantonale Vaudoise | 49,632 | $10.2M | 0.38% | −715−1.4% | Reduced |
| Prospera Financial Services Inc | 49,254 | $10.1M | 0.17% | +4,313+9.6% | Added |
| Burney Co | 49,108 | $10.1M | 0.32% | −288−0.6% | Reduced |
| Verition Fund Management LLC | 48,596 | $9.95M | 0.06% | −13,604−21.9% | Reduced |