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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 33,438 | $6.85M | 1.66% | +125+0.4% | Added |
| Delta Financial Advisors LLC | 33,333 | $6.82M | 1.93% | −229−0.7% | Reduced |
| Woodstock Corp | 32,740 | $6.70M | 0.58% | +115+0.4% | Added |
| HB Wealth Management, LLC | 32,183 | $6.59M | 0.04% | +4,378+15.7% | Added |
| Glenview Trust Co | 32,127 | $6.58M | 0.10% | −1,870−5.5% | Reduced |
| Advisors Asset Management, Inc. | 31,976 | $6.55M | 0.11% | −263−0.8% | Reduced |
| Leelyn Smith, LLC | 31,600 | $6.47M | 0.97% | +390+1.2% | Added |
| Commerzbank Aktiengesellschaft | 31,511 | $6.45M | 0.13% | +3,369+12.0% | Added |
| Kinneret Advisory, LLC | 31,495 | $6.45M | 0.55% | −141−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 31,488 | $6.45M | 0.14% | +998+3.3% | Added |
| Symmetry Investments LP | 31,308 | $6.41M | 0.52% | +20,408+187.2% | Added |
| United Capital Financial Advisers, LLC | 31,305 | $6.41M | 0.05% | +1,424+4.8% | Added |
| Gold Investment Management Ltd. | 31,302 | $6.41M | 2.15% | +415+1.3% | Added |
| Advisory Resource Group | 31,264 | $6.40M | 1.15% | −1,476−4.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,200 | $6.39M | 0.70% | 00.0% | Unchanged |
| Hendley & Co Inc | 31,091 | $6.37M | 2.11% | −665−2.1% | Reduced |
| Everence Capital Management Inc | 30,859 | $6.32M | 0.38% | +8,043+35.3% | Added |
| Guinness Atkinson Asset Management Inc | 30,727 | $6.30M | 2.99% | −2,587−7.8% | Reduced |
| Groupe la Francaise | 30,637 | $6.26M | 0.09% | −744−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 30,458 | $6.24M | 0.01% | +6,657+28.0% | Added |
| Conning Inc. | 30,359 | $6.22M | 0.21% | −2,708−8.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,316 | $6.21M | 1.37% | +4,422+17.1% | Added |
| Red Spruce Capital, LLC | 30,010 | $6.14M | 2.51% | +351+1.2% | Added |
| Kempen Capital Management N.V. | 29,905 | $6.12M | 0.05% | −1,776−5.6% | Reduced |
| Vise Technologies, Inc. | 29,886 | $6.12M | 0.23% | −2,483−7.7% | Reduced |
| Mirabella Financial Services LLP | 29,892 | $6.11M | 0.53% | −4,654−13.5% | Reduced |
| Calamos Wealth Management LLC | 29,841 | $6.11M | 0.22% | +703+2.4% | Added |
| Empirical Finance, LLC | 29,740 | $6.09M | 0.29% | +249+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 29,728 | $6.09M | 0.22% | +788+2.7% | Added |
| Argonautica Private Wealth Management, Inc | 29,690 | $6.08M | 1.77% | −51−0.2% | Reduced |
| Bailard, Inc. | 29,663 | $6.07M | 0.13% | +1,877+6.8% | Added |
| Allworth Financial LP | 29,599 | $6.06M | 0.03% | −1,793−5.7% | Reduced |
| Nishkama Capital, LLC | 29,401 | $6.02M | 0.54% | +29,401 | New |
| Thompson Siegel & Walmsley LLC | 29,217 | $5.98M | 0.10% | +85+0.3% | Added |
| SevenBridge Financial Group, LLC | 25,882 | $5.97M | 0.98% | +4,978+23.8% | Added |
| Allstate Corp | 29,032 | $5.94M | 0.14% | +27,731+2,131.5% | Added |
| Wetherby Asset Management Inc | 29,001 | $5.94M | 0.24% | −639−2.2% | Reduced |
| BDF-Gestion | 28,999 | $5.94M | 0.71% | +9,636+49.8% | Added |
| RBA Wealth Management, LLC | 28,829 | $5.90M | 2.04% | +389+1.4% | Added |
| Ingalls & Snyder LLC | 28,638 | $5.86M | 0.19% | −70.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 28,435 | $5.82M | 0.91% | −283−1.0% | Reduced |
| Fort Sheridan Advisors LLC | 28,396 | $5.81M | 0.76% | −1,731−5.7% | Reduced |
| Colonial Trust Co | 28,351 | $5.80M | 0.78% | −402−1.4% | Reduced |
| Burr Financial Services, LLC | 28,274 | $5.79M | 4.30% | −122−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 28,213 | $5.78M | 0.30% | −7,738−21.5% | Reduced |
| Coldstream Capital Management Inc | 28,167 | $5.77M | 0.08% | +3,158+12.6% | Added |
| Trustco Bank Corp N Y | 27,885 | $5.71M | 5.14% | −475−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 27,572 | $5.65M | 0.24% | +718+2.7% | Added |
| Phraction Management LLC | 27,420 | $5.61M | 1.62% | +896+3.4% | Added |
| Regions Financial Corp | 27,329 | $5.60M | 0.04% | +1,137+4.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 30,399 | $5.57M | 0.29% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 27,166 | $5.56M | 0.03% | +3,148+13.1% | Added |
| Silvant Capital Management LLC | 27,075 | $5.54M | 0.19% | −112,190−80.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 26,893 | $5.51M | 0.24% | +12,132+82.2% | Added |
| Choate Investment Advisors | 26,849 | $5.50M | 0.11% | +1,703+6.8% | Added |
| Bonness Enterprises Inc | 26,836 | $5.49M | 1.80% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 26,799 | $5.49M | 0.20% | +657+2.5% | Added |
| SRS Capital Advisors, Inc. | 26,789 | $5.48M | 0.08% | +23,528+721.5% | Added |
| Apollon Wealth Management, LLC | 26,788 | $5.48M | 0.10% | −675−2.5% | Reduced |
| Family Legacy, Inc. | 26,774 | $5.48M | 1.68% | −204−0.8% | Reduced |
| Allianz SE | 26,737 | $5.47M | 0.12% | +23,507+727.8% | Added |
| Greenleaf Trust | 26,713 | $5.47M | 0.05% | −2,444−8.4% | Reduced |
| Independent Advisor Alliance | 26,646 | $5.46M | 0.14% | +2,193+9.0% | Added |
| Soltis Investment Advisors LLC | 26,430 | $5.41M | 0.37% | +319+1.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,250 | $5.37M | 0.04% | +9,750+59.1% | Added |
| Fulton Bank, N.A. | 26,018 | $5.33M | 0.19% | −2,285−8.1% | Reduced |
| Quadrant Capital Group LLC | 25,972 | $5.32M | 0.17% | −117−0.4% | Reduced |
| Eagle Rock Investment Company, LLC | 25,806 | $5.28M | 0.79% | +9,693+60.2% | Added |
| Park Avenue Securities LLC | 25,652 | $5.25M | 0.04% | −913−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 25,613 | $5.24M | 0.06% | −767−2.9% | Reduced |
| Azzad Asset Management Inc | 25,605 | $5.24M | 0.52% | +1,038+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,577 | $5.24M | 0.08% | −342−1.3% | Reduced |
| Conscious Wealth Investments, LLC | 22,461 | $5.24M | 3.10% | −215−0.9% | Reduced |
| Occidental Asset Management, LLC | 25,559 | $5.23M | 0.66% | +807+3.3% | Added |
| Night Squared LP | 25,515 | $5.22M | 1.89% | +25,515 | New |
| Prospector Partners LLC | 25,425 | $5.21M | 0.63% | −1,692−6.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,286 | $5.18M | 0.10% | +5,866+30.2% | Added |
| EFG Asset Management (North America) Corp. | 25,193 | $5.16M | 0.67% | −7,443−22.8% | Reduced |
| RSM US Wealth Management LLC | 25,157 | $5.15M | 0.07% | −100.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 25,118 | $5.14M | 0.92% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 25,077 | $5.13M | 0.31% | +1,944+8.4% | Added |
| Philadelphia Trust Co | 25,000 | $5.12M | 0.36% | +25,000 | New |
| Sculptor Capital LP | 25,000 | $5.12M | 0.07% | +25,000 | New |
| Curat Global, LLC | 24,856 | $5.09M | 4.77% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24,840 | $5.09M | 0.29% | +12,307+98.2% | Added |
| Midwest Professional Planners, LTD. | 24,828 | $5.08M | 1.24% | −89−0.4% | Reduced |
| LOM Asset Management Ltd | 24,772 | $5.07M | 1.55% | +2,431+10.9% | Added |
| Venturi Wealth Management, LLC | 24,717 | $5.06M | 0.23% | −3,164−11.3% | Reduced |
| Ssa Swiss Advisors AG | 24,902 | $5.03M | 2.33% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 24,449 | $5.01M | 0.10% | −357−1.4% | Reduced |
| Boston Private Wealth LLC | 24,248 | $4.96M | 0.27% | +1,737+7.7% | Added |
| S-Bank Fund Management Ltd | 24,000 | $4.91M | 0.65% | +4,000+20.0% | Added |
| Evercore Wealth Management, LLC | 23,992 | $4.91M | 0.07% | −270−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 23,947 | $4.90M | 0.07% | +1,343+5.9% | Added |
| Westerkirk Capital Inc. | 23,900 | $4.89M | 0.56% | +600+2.6% | Added |
| GTS Securities LLC | 23,813 | $4.88M | 0.19% | +21,215+816.6% | Added |
| Kestra Private Wealth Services, LLC | 23,774 | $4.87M | 0.06% | −1,159−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 23,746 | $4.86M | 0.13% | −5,298−18.2% | Reduced |
| Cypress Asset Management Inc | 23,629 | $4.84M | 1.10% | −347−1.4% | Reduced |
| Two Sigma Investments, LP | 23,600 | $4.83M | 0.01% | 00.0% | Unchanged |