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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 48,470 | $9.92M | 1.15% | +6,733+16.1% | Added |
| Taylor Hoffman Capital Management LLC | 47,786 | $9.78M | 3.08% | +345+0.7% | Added |
| Capital Investment Advisors, LLC | 47,758 | $9.78M | 0.16% | +4,182+9.6% | Added |
| Sawgrass Asset Management LLC | 47,372 | $9.70M | 1.20% | −41,611−46.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,234 | $9.67M | 1.02% | +3,177+7.2% | Added |
| Hartford Investment Management Co | 47,000 | $9.62M | 0.29% | −1,994−4.1% | Reduced |
| Ironvine Capital Partners, LLC | 46,844 | $9.59M | 0.95% | −180−0.4% | Reduced |
| Baader Bank INC | 46,481 | $9.49M | 0.79% | +6,559+16.4% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 46,186 | $9.46M | 0.85% | +46,186 | New |
| Evergreen Private Wealth LLC | 46,132 | $9.45M | 3.83% | −337−0.7% | Reduced |
| Omers Administration Corp | 46,126 | $9.44M | 0.07% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 58,449 | $9.40M | 0.19% | +2,296+4.1% | Added |
| Sequoia Financial Advisors, LLC | 45,771 | $9.37M | 0.06% | +351+0.8% | Added |
| Fairview Capital Investment Management, LLC | 45,743 | $9.37M | 0.48% | +45,743 | New |
| Criteria Caixa, S.A.U. | 45,729 | $9.36M | 1.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 45,717 | $9.36M | 0.30% | −39−0.1% | Reduced |
| Caxton Associates LLP | 45,579 | $9.33M | 0.26% | +29,204+178.3% | Added |
| Davenport & Co LLC | 45,455 | $9.31M | 0.05% | −3,137−6.5% | Reduced |
| Pacifica Partners Inc. | 42,446 | $9.24M | 3.31% | −345−0.8% | Reduced |
| Benjamin Edwards Inc | 45,026 | $9.22M | 0.10% | +6,338+16.4% | Added |
| Montag A & Associates Inc | 44,956 | $9.20M | 0.42% | −1,244−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 44,550 | $9.12M | 0.17% | +4,462+11.1% | Added |
| William Blair Investment Management, LLC | 44,500 | $9.11M | 0.02% | −1,438−3.1% | Reduced |
| Synovus Financial Corp | 44,476 | $9.11M | 0.10% | −3,559−7.4% | Reduced |
| Blume Capital Management, Inc. | 44,192 | $9.05M | 1.74% | +130+0.3% | Added |
| FourThought Financial Partners, LLC | 44,105 | $9.03M | 0.79% | +8,416+23.6% | Added |
| Clearstead Advisors, LLC | 43,841 | $8.98M | 0.13% | +206+0.5% | Added |
| Investment Management Corp of Ontario | 43,431 | $8.89M | 0.13% | −27,182−38.5% | Reduced |
| Tiaa Trust, National Association | 43,422 | $8.89M | 0.02% | −919−2.1% | Reduced |
| Longbow Finance SA | 43,367 | $8.88M | 0.88% | −31,044−41.7% | Reduced |
| Compass Wealth Management LLC | 42,796 | $8.76M | 1.96% | −585−1.3% | Reduced |
| Commerce Bank | 42,754 | $8.75M | 0.05% | +238+0.6% | Added |
| Modera Wealth Management, LLC | 42,504 | $8.70M | 0.10% | +1,054+2.5% | Added |
| Principal Securities, Inc. | 42,346 | $8.67M | 0.14% | −2,360−5.3% | Reduced |
| American National Bank | 42,177 | $8.64M | 0.85% | +1,545+3.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 41,899 | $8.58M | 0.77% | +4,848+13.1% | Added |
| Edmond de Rothschild Holding S.A. | 41,774 | $8.55M | 0.13% | −3,391−7.5% | Reduced |
| General American Investors Co Inc | 41,652 | $8.53M | 0.53% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 298,372 | $8.45M | 0.39% | +239,261+404.8% | Added |
| Glassy Mountain Advisors, Inc. | 40,951 | $8.38M | 2.52% | −631−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 40,934 | $8.38M | 0.28% | −678−1.6% | Reduced |
| Level Four Advisory Services, LLC | 40,677 | $8.33M | 0.29% | −7,410−15.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 40,417 | $8.28M | 4.96% | −650−1.6% | Reduced |
| Signet Financial Management, LLC | 40,196 | $8.23M | 0.96% | −205−0.5% | Reduced |
| Tenzing Global Management, LLC | 40,000 | $8.19M | 5.75% | +5,000+14.3% | Added |
| Maryland State Retirement & Pension System | 39,990 | $8.19M | 0.17% | +522+1.3% | Added |
| Professional Advisory Services Inc | 39,574 | $8.10M | 1.05% | −1,309−3.2% | Reduced |
| Bleakley Financial Group, LLC | 39,565 | $8.10M | 0.19% | −222−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 39,482 | $8.08M | 0.54% | +572+1.5% | Added |
| Private Advisor Group, LLC | 39,461 | $8.08M | 0.04% | +1,244+3.3% | Added |
| HGK Asset Management Inc | 39,312 | $8.05M | 1.30% | +3,495+9.8% | Added |
| Beacon Investment Advisors LLC | 39,294 | $8.05M | 3.29% | +1,615+4.3% | Added |
| Freestone Grove Partners LP | 38,909 | $7.97M | 0.06% | +38,909 | New |
| First Foundation Advisors | 38,871 | $7.96M | 0.29% | −40,665−51.1% | Reduced |
| Securian Asset Management, Inc | 38,756 | $7.93M | 0.21% | −3,667−8.6% | Reduced |
| Ossiam | 38,656 | $7.91M | 0.10% | −284,657−88.0% | Reduced |
| Providence Capital Advisors, LLC | 38,600 | $7.90M | 1.37% | +3,600+10.3% | Added |
| Arvest Bank Trust Division | 38,567 | $7.90M | 0.44% | −8,985−18.9% | Reduced |
| Himension Fund | 38,513 | $7.89M | 0.48% | −9,176−19.2% | Reduced |
| Group One Trading, L.P. | 38,512 | $7.88M | 0.24% | +38,512 | New |
| Stephens Inc | 38,293 | $7.88M | 0.10% | −2,827−6.9% | Reduced |
| Patton Albertson Miller Group, LLC | 38,249 | $7.83M | 0.95% | +259+0.7% | Added |
| First Community Trust NA | 38,224 | $7.83M | 6.06% | −1,400−3.5% | Reduced |
| Cornerstone Wealth Group, LLC | 37,644 | $7.71M | 0.52% | +1,133+3.1% | Added |
| We Are One Seven, LLC | 37,608 | $7.70M | 0.18% | +8,915+31.1% | Added |
| First American Bank | 37,412 | $7.66M | 0.48% | +350+0.9% | Added |
| IFG Advisory, LLC | 37,083 | $7.59M | 0.35% | +927+2.6% | Added |
| New Mexico Educational Retirement Board | 36,686 | $7.51M | 0.23% | −1,800−4.7% | Reduced |
| Naples Global Advisors, LLC | 36,668 | $7.51M | 0.58% | −190−0.5% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 36,601 | $7.49M | 0.19% | +36,601 | New |
| Metis Global Partners, LLC | 36,550 | $7.48M | 0.18% | −1,936−5.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 36,457 | $7.46M | 0.19% | −33,555−47.9% | Reduced |
| Citizens Financial Group Inc | 36,337 | $7.44M | 0.10% | −54,293−59.9% | Reduced |
| Rakuten Investment Management, Inc. | 53,417 | $7.40M | 0.03% | +53,417 | New |
| Argent Trust Co | 36,020 | $7.37M | 0.26% | +2,499+7.5% | Added |
| PKO Investment Management Joint-Stock Co | 36,000 | $7.37M | 0.63% | +1,000+2.9% | Added |
| Citizens National Bank Trust Department | 35,795 | $7.33M | 1.31% | +529+1.5% | Added |
| Diversified Trust Co | 35,753 | $7.32M | 0.15% | −3,278−8.4% | Reduced |
| Unison Asset Management LLC | 35,629 | $7.29M | 3.41% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 35,408 | $7.25M | 0.15% | +728+2.1% | Added |
| Palmer Knight Co | 35,374 | $7.24M | 3.43% | −15,490−30.5% | Reduced |
| TD Waterhouse Canada Inc. | 33,177 | $7.23M | 0.05% | −3,466−9.5% | Reduced |
| Aptus Capital Advisors, LLC | 35,226 | $7.21M | 0.07% | −118,507−77.1% | Reduced |
| Hall Laurie J Trustee | 35,088 | $7.18M | 2.35% | −130−0.4% | Reduced |
| Hartford Financial Management Inc. | 35,055 | $7.18M | 1.90% | +888+2.6% | Added |
| Petredis Investment Advisors LLC | 35,013 | $7.17M | 0.58% | −423−1.2% | Reduced |
| Winton Group Ltd | 34,992 | $7.16M | 0.27% | +10,590+43.4% | Added |
| Carret Asset Management, LLC | 34,916 | $7.15M | 0.70% | −50−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 34,854 | $7.14M | 0.30% | +5,750+19.8% | Added |
| CX Institutional | 34,829 | $7.13M | 0.22% | −3,479−9.1% | Reduced |
| Plimoth Trust Co LLC | 34,664 | $7.10M | 1.61% | −672−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 34,570 | $7.08M | 0.06% | −5,336−13.4% | Reduced |
| Point72 Italy, S.r.l. | 34,226 | $7.01M | 5.82% | +34,226 | New |
| Ameritas Investment Partners, Inc. | 34,015 | $6.96M | 0.21% | −73−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 33,906 | $6.94M | 0.16% | −600−1.7% | Reduced |
| Merit Financial Group, LLC | 33,891 | $6.94M | 0.06% | −1,229−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 33,836 | $6.93M | 0.38% | −867−2.5% | Reduced |
| Rench Wealth Management, Inc. | 33,563 | $6.87M | 2.02% | +213+0.6% | Added |
| Lifeworks Advisors, LLC | 33,479 | $6.85M | 0.92% | +15,290+84.1% | Added |
| Northwest Bancshares, Inc. | 33,451 | $6.85M | 1.14% | +766+2.3% | Added |