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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.

Q4 2025 vs. Q3 2025

How the institutions holding Applied Materials Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of AMAT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2,362522,645+335
Shares631.9M2.32M660.8M+31.2M (+5.0%)
Value$129.3B$471.0M$169.7B+$40.9B (+31.7%)

52 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (438)

Institutions that held Applied Materials Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 438 by value.

Institutions new to AMAT in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank11,123,168$2.86B0.31%
Maverick Capital LtdSuperinvestorMaverick Capital1,131,276$290.7M3.12%
HRT Financial LP910,441$234.0M0.74%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund676,245$173.8M2.41%
Nomura Asset Management International Inc.568,095$146.0M0.22%
BCV Asset Management Inc.295,692$123.6M3.13%
PFA Pension, Forsikringsaktieselskab465,327$121.0M0.34%
Glenmede Trust Co NA465,879$119.7M0.57%
Qube Research & Technologies Ltd450,457$115.8M0.17%
Eurizon Capital SGR S.p.A.347,026$89.2M0.28%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.331,922$85.3M3.07%
PBU - The Pension Fund of Early Childhood & Youth Educators286,742$73.7M1.06%
Worldquant Millennium Advisors LLC276,526$71.1M0.28%
Southpoint Capital Advisors LP250,000$64.2M1.49%
Meridiem Capital Partners LP242,022$62.2M3.90%
Castle Hook Partners LP241,718$62.1M0.89%
Rheos Capital Works Inc.240,000$61.7M3.95%
Life Cycle Investment Partners Ltd239,069$61.4M0.43%
CIBC World Markets Corp194,283$49.9M0.25%
Vaughan Nelson Investment Management, L.P.173,770$44.7M0.44%
Artemis Investment Management LLP166,524$42.8M0.52%
PensionDanmark Pensionsforsikringsaktieselskab153,189$39.4M0.36%
Defiance ETFs, LLC145,155$37.7M1.24%
Glenview Capital Management, LLC129,656$33.3M0.71%
Blue Sparrow, LLC119,502$30.7M0.58%
Mizuho Markets Americas LLC99,000$25.4M0.55%
EFG International AG90,925$23.4M0.45%
ING Groep NV80,730$20.7M0.13%
Artisan Partners Limited Partnership75,985$19.5M0.03%
Genoa Capital Gestora de Recursos Ltda.75,504$19.4M12.30%
ExodusPoint Capital Management, LP73,751$19.0M0.21%
Trexquant Investment LP67,903$17.5M0.16%
Tudor Investment Corp Et Al64,000$16.4M0.09%
Fideuram Asset Management (Ireland) dac71,513$15.1M1.21%
EP Wealth Advisors, LLC58,094$14.9M0.08%
Concentric Capital Strategies, LP56,555$14.5M0.75%
Occudo Quantitative Strategies LP55,520$14.3M0.96%
Polar Capital Holdings Plc52,000$13.4M0.06%
Robinhood Asset Management, LLC51,023$13.1M1.04%
Pinebridge Investments LLC50,688$13.0M0.10%
Moore Capital Management, LP50,000$12.8M0.26%
TCG Advisory Services, LLC49,787$12.8M0.35%
Trivest Advisors Ltd48,000$12.3M0.56%
Lombard Odier Asset Management (Europe) Ltd47,015$12.1M0.61%
Pinnacle Financial Partners, Inc.46,969$12.1M0.09%
Governors Lane LP46,032$11.8M1.09%
Cobalt Capital Management, Inc.41,000$10.5M4.66%
Optiver Holding B.V.40,982$10.5M0.19%
NLB Skladi, upravljanje premozenja, d.o.o.40,232$10.3M0.47%
Telemark Asset Management, LLC40,000$10.3M1.03%
KKM Financial LLC37,276$9.58M1.70%
CenterBook Partners LP36,581$9.40M0.46%
Polar Asset Management Partners Inc.34,020$8.74M0.17%
Hel Ved Capital Management Ltd32,245$8.29M2.86%
Midway Capital Research & Management29,777$7.65M7.46%
Osmosis Investment Management UK Ltd28,952$7.44M0.19%
North Dakota State Investment Board27,507$7.07M0.26%
Churchill Financial Advisors, LLC23,810$6.12M1.87%
Sciencast Management LP22,806$5.86M0.81%
Asset One Wealth Management LLC16,729$5.49M0.75%
Maplelane Capital, LLC21,000$5.40M0.31%
Cambient Family Office, LLC17,502$4.50M0.64%
Marathon Wealth Advisors LLC17,249$4.43M1.76%
Havemeyer Place LP16,984$4.36M0.86%
ISAM Funds (UK) Ltd16,863$4.33M1.56%
TCW Group Inc16,066$4.13M0.03%
Taproot Management LP16,055$4.13M0.67%
Oak Thistle LLC15,677$4.03M0.56%
Atlas Capital Advisors LLC15,169$3.90M0.43%
Simplex Trading, LLC14,631$3.76M0.11%
Tenere Capital LLC14,478$3.72M2.88%
Cullen Investment Group, Ltd.12,239$3.69M0.48%
Mizuho Markets Cayman LP14,266$3.67M0.18%
Pinnbrook Capital Management LP13,303$3.42M0.88%
Lighthouse Investment Partners, LLC13,253$3.41M0.11%
Candelo Capital Management LP13,100$3.37M3.07%
Qsemble Capital Management, LP12,939$3.33M0.28%
Greenup Street Wealth Management LLC12,743$3.27M0.47%
IKE Capital, LLC12,564$3.23M2.81%
Monument Capital Management11,413$2.93M0.73%
University of Texas/Texas Am Investment Managment Co11,408$2.93M0.41%
Meiji Yasuda America Inc11,115$2.86M0.66%
Blue Capital, Inc.10,818$2.78M1.98%
Capital Wealth Planning, LLC10,405$2.67M0.02%
Forteris Wealth Management Inc.10,375$2.67M2.62%
ADAPT Investment Managers SA10,177$2.62M0.53%
Capelight Capital Asset Management LP10,000$2.57M2.55%
Forty-three Eighteen Advisors, LLC9,858$2.53M1.97%
Buckingham Strategic Partners9,615$2.47M0.03%
Donoghue Forlines LLC9,423$2.42M0.75%
Goldenstone Wealth Management LLC9,164$2.35M1.76%
Shepherd Street Advisors LLC9,104$2.34M2.24%
Dara Capital US, Inc.8,869$2.28M2.02%
Frec Markets, Inc.8,533$2.19M0.64%
Virtus Investment Advisers, Inc.8,379$2.15M0.59%
Marshall Financial Group LLC8,064$2.07M0.40%
Dorato Capital Management6,788$2.05M1.54%
SPWM Advisors LLC7,522$1.93M1.85%
111 Capital7,503$1.93M0.42%
Artemis Wealth Advisors, LLC7,500$1.93M0.32%

Sold out (103)

Institutions that held Applied Materials Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 103 by value.

Institutions that sold out of AMAT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Naya Capital Management UK Ltd881,453$180.5M
Achmea Investment Management B.V.522,534$107.0M
Connor, Clark & Lunn Investment Management Ltd.326,064$66.8M
RDST Capital LLC261,147$53.5M
Nan Shan Life Insurance Co., Ltd.191,946$39.3M
Ninety One UK Ltd150,137$30.7M
Soros Capital Management LLC111,354$22.8M
Brandywine Global Investment Management, LLC110,431$22.6M
Jain Global LLC108,965$22.3M
Deprince Race & Zollo Inc100,956$20.7M
FengHe Fund Management Pte. Ltd.97,500$20.0M
Empowered Funds, LLC93,680$19.2M
Oppenheimer & Co Inc91,720$18.8M
Nearwater Capital Markets, Ltd86,500$17.7M
Oppenheimer Asset Management Inc.74,456$15.2M
Quantitative Investment Management, LLC68,028$13.9M
Twin Tree Management, LP64,778$13.3M
Seven Grand Managers, LLC60,000$12.3M
Soros Fund Management LLCSuperinvestorSoros Fund Management55,464$11.4M
B. Riley Financial, Inc.495,000$11.4M
Spinecap SAS52,899$10.8M
Criteria Caixa, S.A.U.45,729$9.36M
Pacifica Partners Inc.42,446$9.24M
Tenzing Global Management, LLC40,000$8.19M
Providence Capital Advisors, LLC38,600$7.90M
Unison Asset Management LLC35,629$7.29M
NJ State Employees Deferred Compensation Plan31,200$6.39M
Nishkama Capital, LLC29,401$6.02M
Prospector Partners LLC25,425$5.21M
Sculptor Capital LP25,000$5.12M
Sycomore Asset Management22,252$4.66M
Mubadala Investment Co PJSC21,404$4.38M
Volterra Technologies LP13,754$2.82M
Oasis Management Co Ltd.13,450$2.75M
Brighton Jones LLC13,355$2.73M
Farringdon Capital, Ltd.12,651$2.59M
AIA Group Ltd12,596$2.58M
Leibman Financial Services, Inc.12,303$2.52M
Ally Financial Inc.12,000$2.46M
Fairtree Asset Management (Pty) Ltd11,656$2.39M
APG Asset Management US Inc.10,767$2.34M
Capital Markets Trading UK LLP9,428$1.93M
Alberta Investment Management Corp7,800$1.60M
Intellectus Partners, LLC6,878$1.41M
Impact Partnership Wealth, LLC6,508$1.33M
Pitcairn Co5,472$1.12M
Mangrove Partners5,145$1.05M
Roberts Capital Advisors, LLC4,198$859.5K
Front Street Capital Management, Inc.4,092$839.0K
SIH Partners, LLLP4,048$828.8K
FNY Investment Advisers, LLC4,026$824.0K
Bank Hapoalim BM3,901$799.0K
Caitong International Asset Management Co., Ltd3,782$774.3K
Consolidated Portfolio Review Corp3,716$760.8K
Arete Wealth Advisors, LLC3,394$698.0K
Beta Wealth Group, Inc.3,301$676.0K
Milestone Asset Management, LLC3,047$623.9K
Ibex Wealth Advisors2,868$587.1K
Windsor Advisory Group, LLC2,763$565.7K
Requisite Capital Management, LLC2,545$521.1K
CTC Alternative Strategies, Ltd.2,084$426.7K
Integrated Investment Consultants, LLC1,929$394.9K
Scientech Research LLC1,770$362.4K
Mill Creek Capital Advisors, LLC1,601$327.8K
Humankind Investments LLC1,589$325.3K
West Tower Group, LLC1,500$307.1K
Pzena Investment Management LLC1,473$301.6K
One Wealth Capital Management, LLC1,393$285.2K
Wealth Dimensions Group, Ltd.1,375$281.6K
Cascades Capital Asset Management, LLC1,270$259.9K
Kennedy Investment Group1,267$259.3K
Francis Financial, Inc.736$257.2K
ClearAlpha Technologies LP1,150$235.5K
Cornell Pochily Investment Advisors, Inc.1,132$231.7K
Atlas Legacy Advisors, LLC1,124$230.1K
Gilman Hill Asset Management, LLC1,054$215.8K
von Borstel & Associates, Inc.895$210.0K
Werba Rubin Papier Wealth Management1,023$209.5K
Empirical Asset Management, LLC1,020$208.9K
Whalerock Point Partners, LLC1,005$205.8K
Waverton Investment Management Ltd1,000$204.7K
WMG Financial Advisors, LLC987$202.1K
Pathway Financial Advisers, LLC735$149.7K
Itau Unibanco Holding S.A.601$123.0K
Rise Advisors, LLC591$121.1K
Clear Investment Research, LLC555$113.6K
Tortoise Investment Management, LLC437$89.5K
Kimelman & Baird, LLC436$89.3K
JPL Wealth Management, LLC291$59.7K
Financial Freedom, LLC250$51.2K
Financial Life Planners213$43.6K
Grey Fox Wealth Advisors, LLC202$41.4K
North Capital, Inc.83$17.0K
Alpine Bank Wealth Management70$14.3K
Northwest Capital Management Inc56$11.5K
Cloud Capital Management, LLC55$11.0K
Crowley Wealth Management, Inc.40$8.19K
Main Street Group, LTD34$6.96K
Advanced Portfolio Management, LLC12$2.46K
Breakwater Investment Management9$1.84K

Not filed for Q4 2025 yet (52)

Institutions that held Applied Materials Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMAT in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.724,493$148.3M
Glenmede Investment Management, LP549,199$112.4M
Aware Super Pty Ltd as trustee of Aware Super251,076$51.4M
CIBC Bancorp USA Inc.139,885$28.6M
Point72 (DIFC) Ltd126,181$25.8M
Bedrijfstakpensioenfonds Voor de Media Pno116,300$20.3M
Pinebridge Investments, L.P.64,578$13.2M
Bard Financial Services, Inc.53,990$11.1M
Synovus Financial Corp44,476$9.11M
Point72 Italy, S.r.l.34,226$7.01M
Wetherby Asset Management Inc29,001$5.94M
EFG Asset Management (North America) Corp.25,193$5.16M
Shell Asset Management Co22,285$4.56M
Benchmark Investment Advisors LLC17,280$3.60M
West Oak Capital, LLC15,102$3.09M
Ridgewood Investments LLC11,625$2.38M
Sonora Investment Management Group, LLC9,394$1.92M
Court Place Advisors, LLC8,965$1.84M
Stonegate Management LLC8,400$1.72M
First Affirmative Financial Network7,357$1.51M
Wolverine Trading, LLC6,663$1.37M
Copperleaf Capital, LLC5,174$1.06M
WFA Asset Management Corp5,209$1.05M
Apexium Financial, LP4,218$863.7K
IMS Capital Management3,950$808.7K
Optimum Investment Advisors3,416$699.4K
Pinnacle Financial Partners Inc3,145$643.9K
RiverGlades Family Offices LLC3,100$634.7K
Fullcircle Wealth LLC2,748$632.6K
Masso Torrence Wealth Management Inc.2,683$549.3K
Moloney Securities Asset Management, LLC2,103$430.6K
PBMares Wealth Management LLC1,562$319.8K
Stonegate Investment Group, LLC1,419$290.6K
Bristlecone Advisors, LLC1,275$261.0K
RW Investment Management LLC1,250$255.9K
Brass Tax Wealth Management, Inc1,247$255.2K
Wealthstream Advisors, Inc.1,172$240.0K
SPC Financial, Inc.1,086$222.3K
LexAurum Advisors, LLC1,077$220.5K
Full Sail Capital, LLC1,044$213.7K
1858 Wealth Management, LLC1,000$204.7K
Abich Financial Wealth Management LLC976$199.8K
Hemington Wealth Management834$170.0K
Kathleen S. Wright Associates Inc.555$119.2K
Eisler Capital Management Ltd.253$51.9K
Creekmur Asset Management LLC250$51.2K
AllSquare Wealth Management LLC199$40.7K
Guerra Advisors Inc169$34.6K
Point72 Europe (London) LLP145$29.7K
FSA Wealth Management LLC118$24.3K
Binnacle Investments Inc85$17.4K
Texas Capital Bancshares Inc31$6.35K