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 3 sales; 3,519 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, Q4 2025
Institutional positions in Applied Materials Inc as of Dec 31, 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
- 2,645
- +335 vs. Q3 2025
- Shares held
- 660.8M
- +31.2M (+5.0%) vs. Q3 2025
- Total value
- $169.7B
- +$40.9B (+31.7%) vs. Q3 2025
- New holders
- 438
- 843 more added
- Sold out
- 103
- 1,051 more reduced
52 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,519 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 76,779,340 | $19.7B | 0.29% | +330,197+0.4% | Added |
| BlackRock, Inc. | 75,259,089 | $19.3B | 0.33% | +874,742+1.2% | Added |
| State Street Corp | 37,930,623 | $9.75B | 0.33% | −241,479−0.6% | Reduced |
| Capital Research Global Investors | 32,707,049 | $8.41B | 1.55% | +17,829,377+119.8% | Added |
| Invesco Ltd. | 25,883,548 | $6.65B | 0.63% | +17,897,828+224.1% | Added |
| Geode Capital Management, LLC | 18,608,698 | $4.77B | 0.29% | −2,329,106−11.1% | Reduced |
| Morgan Stanley | 11,470,835 | $2.95B | 0.18% | +373,012+3.4% | Added |
| Norges Bank | 11,123,168 | $2.86B | 0.31% | +11,123,168 | New |
| UBS Asset Management Americas Inc | 10,688,232 | $2.75B | 0.58% | +1,558,749+17.1% | Added |
| Ameriprise Financial Inc | 10,293,252 | $2.65B | 0.60% | −2,226,862−17.8% | Reduced |
| Northern Trust Corp | 8,997,927 | $2.31B | 0.29% | −417,256−4.4% | Reduced |
| Bank of New York Mellon Corp | 8,945,840 | $2.30B | 0.41% | +681,274+8.2% | Added |
| Sanders Capital, LLC | 8,835,961 | $2.27B | 2.62% | −2,143,029−19.5% | Reduced |
| Van Eck Associates Corp | 7,846,402 | $2.02B | 1.67% | −2,705,730−25.6% | Reduced |
| Nuveen, LLC | 7,674,424 | $1.97B | 0.52% | +672,992+9.6% | Added |
| Bank of America Corp | 6,869,230 | $1.77B | 0.13% | −321,885−4.5% | Reduced |
| Goldman Sachs Group Inc | 6,695,745 | $1.72B | 0.24% | +375,535+5.9% | Added |
| Deutsche Bank AG | 6,424,473 | $1.65B | 0.54% | −115,566−1.8% | Reduced |
| Alliancebernstein L.P. | 6,422,185 | $1.65B | 0.52% | −6,352,096−49.7% | Reduced |
| Legal & General Group Plc | 6,372,419 | $1.64B | 0.36% | −164,948−2.5% | Reduced |
| Amundi | 6,248,542 | $1.61B | 0.44% | −759,148−10.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 5,984,332 | $1.54B | 3.85% | +2,635,284+78.7% | Added |
| Price T Rowe Associates Inc | 5,384,256 | $1.38B | 0.15% | +840,486+18.5% | Added |
| Barclays PLC | 5,052,327 | $1.30B | 0.52% | +992,275+24.4% | Added |
| Charles Schwab Investment Management Inc | 4,882,209 | $1.25B | 0.19% | +21,468+0.4% | Added |
| FMR LLC | 4,834,589 | $1.24B | 0.06% | −181,093−3.6% | Reduced |
| Davis Selected Advisers | 4,201,298 | $1.08B | 4.85% | −1,352,694−24.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,054,270 | $1.04B | 0.91% | +2,920,878+257.7% | Added |
| Capital International Investors | 3,774,123 | $970.0M | 0.15% | +40,204+1.1% | Added |
| American Century Companies Inc | 3,628,597 | $932.5M | 0.47% | +607,774+20.1% | Added |
| JPMorgan Chase & Co | 3,473,736 | $892.7M | 0.06% | −2,508,526−41.9% | Reduced |
| UBS Group AG | 3,416,516 | $878.0M | 0.17% | −601,716−15.0% | Reduced |
| Parnassus Investments | 3,227,145 | $829.3M | 2.15% | −534,040−14.2% | Reduced |
| Franklin Resources Inc | 3,180,883 | $817.5M | 0.20% | −197,034−5.8% | Reduced |
| Victory Capital Management Inc | 3,099,085 | $796.4M | 0.45% | +415,450+15.5% | Added |
| First Trust Advisors LP | 3,015,458 | $774.9M | 0.56% | −86,314−2.8% | Reduced |
| Cantillon Capital Management LLC | 2,973,661 | $764.2M | 4.13% | +22,401+0.8% | Added |
| Swedbank AB | 2,963,918 | $761.7M | 0.74% | −397,625−11.8% | Reduced |
| Dimensional Fund Advisors LP | 2,909,748 | $747.9M | 0.16% | −378,725−11.5% | Reduced |
| Pictet Asset Management Holding SA | 2,846,800 | $731.6M | 0.71% | +80,985+2.9% | Added |
| Boston Partners | 2,774,323 | $719.5M | 0.74% | −434,436−13.5% | Reduced |
| Royal Bank of Canada | 2,794,549 | $718.2M | 0.13% | +135,979+5.1% | Added |
| Capital World Investors | 2,772,397 | $712.5M | 0.10% | −947,107−25.5% | Reduced |
| Citadel Advisors LLC | 2,475,223 | $636.1M | 0.43% | +2,121,217+599.2% | Added |
| HSBC Holdings PLC | 2,444,695 | $629.1M | 0.36% | +113,582+4.9% | Added |
| EdgePoint Investment Group Inc. | 2,291,514 | $588.9M | 4.84% | −2,526,373−52.4% | Reduced |
| Rafferty Asset Management, LLC | 2,290,638 | $588.7M | 2.03% | +67,038+3.0% | Added |
| Nordea Investment Management AB | 2,242,015 | $580.5M | 0.50% | −225,201−9.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,827,150 | $576.5M | 2.71% | +129,486+7.6% | Added |
| Swiss National Bank | 2,183,000 | $561.0M | 0.33% | −130,300−5.6% | Reduced |
| Citigroup Inc | 2,153,848 | $553.5M | 0.38% | −319,036−12.9% | Reduced |
| California Public Employees Retirement System | 2,058,801 | $529.1M | 0.30% | +422,453+25.8% | Added |
| BNP Paribas Arbitrage, SA | 2,052,031 | $527.4M | 0.33% | −231,548−10.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,970,454 | $506.4M | 0.30% | −61,984−3.0% | Reduced |
| National Pension Service | 1,935,654 | $497.4M | 0.37% | −322,036−14.3% | Reduced |
| Assenagon Asset Management S.A. | 1,917,422 | $492.8M | 0.74% | −194,816−9.2% | Reduced |
| First Manhattan Co | 1,885,459 | $484.5M | 1.27% | −143,876−7.1% | Reduced |
| Canada Pension Plan Investment Board | 1,872,648 | $481.3M | 0.32% | +522,499+38.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,765,950 | $475.0M | 0.32% | +70,804+4.2% | Added |
| Wells Fargo & Company | 1,777,498 | $456.8M | 0.09% | +7,735+0.4% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,649,000 | $423.5M | 1.86% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,559,363 | $400.7M | 0.62% | −15,451−1.0% | Reduced |
| ProShare Advisors LLC | 1,551,166 | $398.6M | 0.70% | +406,085+35.5% | Added |
| Great West Life Assurance Co | 1,539,551 | $395.6M | 0.69% | +52,723+3.5% | Added |
| Robeco Institutional Asset Management B.V. | 1,474,092 | $378.8M | 0.54% | −152,486−9.4% | Reduced |
| Rhumbline Advisers | 1,427,164 | $366.8M | 0.30% | −46,985−3.2% | Reduced |
| Allianz Asset Management GmbH | 1,330,300 | $341.9M | 0.39% | −920,438−40.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,301,896 | $334.6M | 0.39% | +784,740+151.7% | Added |
| Raymond James Financial Inc | 1,268,733 | $326.1M | 0.10% | −50,756−3.8% | Reduced |
| California State Teachers Retirement System | 1,259,023 | $323.6M | 0.32% | −35,005−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,241,527 | $319.1M | 0.56% | +3,581+0.3% | Added |
| Primecap Management Co | 1,233,826 | $317.1M | 0.24% | −350,400−22.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,217,829 | $313.6M | 0.87% | +67,233+5.8% | Added |
| TD Asset Management Inc | 1,215,398 | $312.3M | 0.25% | −280,056−18.7% | Reduced |
| Susquehanna International Group, LLP | 1,184,929 | $304.5M | 0.42% | +710,093+149.5% | Added |
| Russell Investments Group, Ltd. | 1,166,675 | $300.2M | 0.33% | −227,263−16.3% | Reduced |
| Neuberger Berman Group LLC | 1,136,541 | $292.7M | 0.22% | +213,161+23.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,131,276 | $290.7M | 3.12% | +1,131,276 | New |
| Marshall Wace, LLP | 1,076,488 | $276.6M | 0.27% | +927,932+624.6% | Added |
| Brown Brothers Harriman & Co | 1,073,220 | $275.8M | 1.50% | −29,563−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,061,121 | $272.9M | 0.22% | −126,140−10.6% | Reduced |
| LSV Asset Management | 1,056,616 | $271.5M | 0.59% | −609,890−36.6% | Reduced |
| Credit Agricole S A | 1,049,328 | $269.7M | 0.74% | +452,758+75.9% | Added |
| Bank of Montreal | 1,029,253 | $264.5M | 0.11% | +86,627+9.2% | Added |
| Envestnet Asset Management Inc | 1,020,085 | $262.2M | 0.08% | −203,070−16.6% | Reduced |
| National Bank of Canada | 984,682 | $253.0M | 0.26% | −604,045−38.0% | Reduced |
| Principal Financial Group Inc | 973,768 | $250.2M | 0.13% | −49,026−4.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 961,216 | $246.9M | 0.40% | −184,698−16.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 949,480 | $244.0M | 0.41% | −232,537−19.7% | Reduced |
| Millennium Management LLC | 931,841 | $239.5M | 0.17% | +602,353+182.8% | Added |
| New York State Common Retirement Fund | 910,531 | $234.0M | 0.31% | −120,574−11.7% | Reduced |
| HRT Financial LP | 910,441 | $234.0M | 0.74% | +910,441 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 895,200 | $230.1M | 0.77% | 00.0% | Unchanged |
| Abrams Bison Investments, LLC | 892,000 | $229.2M | 16.99% | −180,000−16.8% | Reduced |
| Epoch Investment Partners, Inc. | 877,226 | $225.4M | 1.28% | −356,280−28.9% | Reduced |
| Impax Asset Management Group plc | 854,529 | $219.6M | 1.37% | −225,303−20.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 850,534 | $218.6M | 0.37% | +633,882+292.6% | Added |
| Agf Management Ltd | 845,271 | $217.2M | 0.94% | +826,172+4,325.7% | Added |
| LPL Financial LLC | 841,396 | $216.2M | 0.06% | −20,419−2.4% | Reduced |
| Janus Henderson Group PLC | 830,219 | $213.3M | 0.10% | +724,759+687.2% | Added |