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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 23,587 | $4.83M | 0.87% | +1,968+9.1% | Added |
| Cumberland Partners Ltd | 23,515 | $4.81M | 0.31% | −56,446−70.6% | Reduced |
| BKD Wealth Advisors, LLC | 23,510 | $4.81M | 0.10% | +2,361+11.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,350 | $4.78M | 2.53% | −3,300−12.4% | Reduced |
| SG Americas Securities, LLC | 23,328 | $4.78M | 0.02% | −373,074−94.1% | Reduced |
| Intact Investment Management Inc. | 23,300 | $4.77M | 0.14% | −4,800−17.1% | Reduced |
| Plato Investment Management Ltd | 23,430 | $4.76M | 0.32% | −8,166−25.8% | Reduced |
| Saba Capital Management, L.P. | 22,948 | $4.70M | 0.16% | −39,473−63.2% | Reduced |
| Summit Trail Advisors, LLC | 22,925 | $4.69M | 0.06% | +5,005+27.9% | Added |
| Peloton Wealth Strategists | 22,865 | $4.68M | 1.84% | −2,100−8.4% | Reduced |
| Pflug Koory, LLC | 22,804 | $4.67M | 2.21% | +95+0.4% | Added |
| XTX Topco Ltd | 22,792 | $4.67M | 0.24% | +22,792 | New |
| Sycomore Asset Management | 22,252 | $4.66M | 0.78% | +22,252 | New |
| Howard Capital Management Inc. | 22,654 | $4.64M | 0.06% | −20.0% | Reduced |
| Shayne & Co., LLC | 22,520 | $4.61M | 1.43% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 22,494 | $4.61M | 1.83% | −5,624−20.0% | Reduced |
| Perennial Advisors, LLC | 22,484 | $4.60M | 0.80% | +421+1.9% | Added |
| Scott & Selber, Inc. | 22,478 | $4.60M | 1.17% | −312−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 22,387 | $4.58M | 0.29% | −56−0.2% | Reduced |
| Smithfield Trust Co | 22,400 | $4.58M | 0.20% | +766+3.5% | Added |
| Jag Capital Management, LLC | 22,374 | $4.58M | 0.50% | −616−2.7% | Reduced |
| Shell Asset Management Co | 22,285 | $4.56M | 0.46% | −45,480−67.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 22,258 | $4.56M | 2.74% | −310−1.4% | Reduced |
| Hudson Bay Capital Management LP | 22,223 | $4.55M | 0.03% | +16,056+260.4% | Added |
| Cullen Capital Management LLC | 22,193 | $4.54M | 0.05% | +2,030+10.1% | Added |
| Arkadios Wealth Advisors | 22,079 | $4.52M | 0.11% | −10,505−32.2% | Reduced |
| Wahed Invest LLC | 21,950 | $4.49M | 0.61% | −125−0.6% | Reduced |
| Dark Forest Capital Management LP | 21,766 | $4.46M | 0.17% | +9,167+72.8% | Added |
| Bank Ozk | 21,665 | $4.44M | 1.57% | −629−2.8% | Reduced |
| MUFG Securities Americas Inc. | 21,640 | $4.43M | 0.29% | +3,634+20.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $4.42M | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,559 | $4.41M | 0.08% | +2,640+14.0% | Added |
| Daymark Wealth Partners, LLC | 21,474 | $4.40M | 0.15% | +126+0.6% | Added |
| Exchange Traded Concepts, LLC | 21,414 | $4.38M | 0.04% | +19,032+799.0% | Added |
| Mubadala Investment Co PJSC | 21,404 | $4.38M | 0.02% | +21,404 | New |
| Change Path, LLC | 21,211 | $4.34M | 0.11% | −5,741−21.3% | Reduced |
| Gamco Investors, Inc. Et Al | 21,200 | $4.34M | 0.04% | −294−1.4% | Reduced |
| TD Private Client Wealth LLC | 21,196 | $4.34M | 0.10% | +2,830+15.4% | Added |
| Beech Hill Advisors, Inc. | 21,159 | $4.33M | 2.02% | −3,336−13.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $4.32M | 0.29% | −1,030−4.7% | Reduced |
| Marco Investment Management LLC | 21,103 | $4.32M | 0.33% | 00.0% | Unchanged |
| Romano Brothers and Company | 21,057 | $4.32M | 0.49% | +4,335+25.9% | Added |
| Mather Group, LLC. | 21,043 | $4.31M | 0.04% | +15+0.1% | Added |
| Scotia Capital Inc. | 21,033 | $4.31M | 0.02% | −294−1.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 21,031 | $4.31M | 0.36% | +2,811+15.4% | Added |
| SFE Investment Counsel | 21,004 | $4.30M | 0.69% | +200+1.0% | Added |
| Global X Japan Co., Ltd. | 20,964 | $4.29M | 0.37% | +1,539+7.9% | Added |
| Eagle Capital Management, LLC | 20,914 | $4.28M | 1.62% | +5,317+34.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 20,830 | $4.26M | 4.58% | −1,027−4.7% | Reduced |
| Vestcor Inc | 20,743 | $4.25M | 0.13% | −5,595−21.2% | Reduced |
| Global Retirement Partners, LLC | 20,617 | $4.22M | 0.09% | +1,048+5.4% | Added |
| Dnca Finance | 20,500 | $4.20M | 0.29% | +20,500 | New |
| Davidson Capital Management Inc. | 20,425 | $4.18M | 0.93% | −173−0.8% | Reduced |
| English Capital Management LLC | 20,420 | $4.18M | 2.73% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 20,386 | $4.17M | 0.03% | −409,297−95.3% | Reduced |
| MIG Capital, LLC | 20,359 | $4.17M | 0.61% | +5,202+34.3% | Added |
| FineMark National Bank & Trust | 20,052 | $4.11M | 0.13% | −717−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 19,962 | $4.09M | 0.03% | +6,544+48.8% | Added |
| Intech Investment Management LLC | 19,944 | $4.08M | 0.04% | −4,634−18.9% | Reduced |
| SP Asset Management LLC | 19,899 | $4.07M | 0.32% | −38,842−66.1% | Reduced |
| WCG Wealth Advisors LLC | 19,828 | $4.06M | 0.25% | −1,358−6.4% | Reduced |
| AMJ Financial Wealth Management | 19,813 | $4.06M | 0.98% | −30,500−60.6% | Reduced |
| CAPROCK Group, Inc. | 25,092 | $4.05M | 0.10% | +25,092 | New |
| Institute for Wealth Management, LLC. | 19,686 | $4.03M | 0.42% | −65−0.3% | Reduced |
| Jennison Associates LLC | 19,672 | $4.03M | 0.00% | −58−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 19,670 | $4.03M | 0.27% | −265−1.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 19,642 | $4.02M | 0.39% | +1,585+8.8% | Added |
| Alpha Cubed Investments, LLC | 19,630 | $4.02M | 0.14% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 19,717 | $3.98M | 0.37% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 19,391 | $3.97M | 1.02% | +2,026+11.7% | Added |
| LGT Fund Management Co Ltd. | 18,074 | $3.94M | 0.32% | +3,859+27.1% | Added |
| BBR Partners, LLC | 19,207 | $3.93M | 0.23% | +73+0.4% | Added |
| Ostrum Asset Management | 19,161 | $3.92M | 0.18% | −5,498−22.3% | Reduced |
| Hohimer Wealth Management, LLC | 19,153 | $3.92M | 0.55% | +3,681+23.8% | Added |
| Agf Management Ltd | 19,099 | $3.91M | 0.02% | +11,060+137.6% | Added |
| Savant Capital, LLC | 19,068 | $3.90M | 0.02% | −405−2.1% | Reduced |
| Jefferies Financial Group Inc. | 19,024 | $3.89M | 0.04% | +2,499+15.1% | Added |
| ARS Investment Partners, LLC | 18,920 | $3.87M | 0.26% | −173−0.9% | Reduced |
| Liberty Wealth Management LLC | 18,919 | $3.87M | 0.55% | −41−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 18,868 | $3.86M | 0.13% | +11,997+174.6% | Added |
| Fruth Investment Management | 18,775 | $3.84M | 1.04% | −1,000−5.1% | Reduced |
| Progressive Investment Management Corp | 18,662 | $3.82M | 0.93% | −159−0.8% | Reduced |
| Spire Wealth Management | 18,660 | $3.82M | 0.13% | −15,285−45.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 18,328 | $3.75M | 2.69% | +892+5.1% | Added |
| Tandem Capital Management Corp | 18,122 | $3.71M | 1.73% | −200−1.1% | Reduced |
| Callan Family Office, LLC | 18,030 | $3.69M | 0.12% | −1,138−5.9% | Reduced |
| Sterling Capital Management LLC | 17,995 | $3.68M | 0.05% | −3,830−17.5% | Reduced |
| Knollwood Investment Advisory, LLC | 17,890 | $3.66M | 0.33% | −58−0.3% | Reduced |
| Droms Strauss Advisors Inc | 17,820 | $3.65M | 1.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 17,810 | $3.65M | 0.25% | +374+2.1% | Added |
| WSFS Capital Management, LLC | 17,805 | $3.65M | 0.18% | −808−4.3% | Reduced |
| Foster & Motley Inc | 17,781 | $3.64M | 0.20% | +2,598+17.1% | Added |
| Capital International Sarl | 17,733 | $3.63M | 0.06% | −713−3.9% | Reduced |
| Modern Wealth Management, LLC | 17,652 | $3.61M | 0.07% | +179+1.0% | Added |
| Meeder Advisory Services, Inc. | 17,643 | $3.61M | 0.17% | −308−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,626 | $3.61M | 0.28% | 00.0% | Unchanged |
| Fragasso Group Inc. | 16,571 | $3.60M | 0.22% | −2,178−11.6% | Reduced |
| Benchmark Investment Advisors LLC | 17,280 | $3.60M | 2.09% | +17,280 | New |
| Commonwealth Retirement Investments LLC | 17,530 | $3.59M | 1.22% | +759+4.5% | Added |
| Glass Wealth Management Co LLC | 17,507 | $3.58M | 1.60% | +3,362+23.8% | Added |