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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 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.

Institutional holdersQ4 2025: 2,645 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,519 institutions
Value heldQ4 2025: $169.7B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,519$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2025.

Institutions holding AMAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
New Millennium Group LLC0$130.00%−14−100.0%Reduced
Camelot Portfolios, LLC0$180.00%0New
TD Capital Management LLC0$260.00%0Unchanged
McGuire Capital Advisors Inc1$2580.00%+1New
PEAK6 LLC2$5190.00%+2New
United Financial Planning Group LLC3$7710.00%+3New
Key Capital Management, INC3$7710.00%+3New
Navigoe, LLC7$1.00K0.00%00.0%Unchanged
LM Advisors LLC259$1.01K0.02%−741−74.1%Reduced
ROSS\JOHNSON & Associates LLC4$1.03K0.02%+2+100.0%Added
Investors Portfolio Services LLC4$1.03K0.00%+4New
PFS Partners, LLC4$1.03K0.00%+4New
O'Brien Wealth Partners LLC5$1.28K0.00%00.0%Unchanged
Luken Investment Analytics, LLC5$1.28K0.00%+5New
Reyes Financial Architecture, Inc.5$1.28K0.00%+5New
Benson Wealth Management INC5$1.28K0.00%+5New
West Branch Capital LLC6$1.54K0.00%00.0%Unchanged
Anfield Capital Management, LLC6$1.54K0.00%00.0%Unchanged
Trust Co6$1.54K0.00%+6New
Tacita Capital Inc6$1.54K0.00%+6New
Lodestone Wealth Management LLC6$1.54K0.00%+6New
Lummis Asset Management, LP6$1.54K0.00%+6New
Proathlete Wealth Management LLC7$1.80K0.00%+7New
Greykasell Wealth Strategies, Inc.8$1.93K0.00%+8New
Seneschal Advisors, LLC8$2.06K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2.57K0.00%00.0%Unchanged
LGT Financial Advisors LLC10$2.57K0.02%00.0%Unchanged
Louisbourg Investments Inc.10$2.57K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$2.57K0.00%+2+25.0%Added
Advocate Investing Services LLC10$2.57K0.00%+10New
Morton Brown Family Wealth, LLC12$3.08K0.00%00.0%Unchanged
WestEnd Advisors, LLC13$3.34K0.00%−3−18.8%Reduced
Vermillion Wealth Management, Inc.13$3.37K0.00%00.0%Unchanged
Fairman Group, LLC14$3.60K0.00%−14−50.0%Reduced
DecisionPoint Financial, LLC16$4.11K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC17$4.37K0.00%00.0%Unchanged
PayPay Securities Corp17$4.37K0.13%+2+13.3%Added
Three Bearings Fiduciary Advisors, Inc.15$4.83K0.00%+15New
Winnow Wealth LLC19$4.88K0.00%+1+5.6%Added
IFC & Insurance Marketing, Inc.20$5.00K0.00%+20New
Align Financial, LLC5,140$5.14K0.00%+5,140New
Kingdom Financial Group LLC.21$5.35K0.00%+21New
New England Capital Financial Advisors LLC21$5.46K0.00%00.0%Unchanged
Park Square Financial Group, LLC34$5.53K0.03%+33+3,300.0%Added
Winch Advisory Services, LLC23$5.85K0.00%00.0%Unchanged
Solstein Capital, LLC23$5.91K0.00%−28−54.9%Reduced
Scarborough Advisors, LLC23$5.91K0.00%−1−4.2%Reduced
Redwood Park Advisors LLC23$5.94K0.00%00.0%Unchanged
Kozak & Associates, Inc.20$6.02K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.25$6.40K0.01%00.0%Unchanged
American Capital Advisory, LLC25$6.42K0.00%+7+38.9%Added
Aspect Partners, LLC25$6.42K0.00%+8+47.1%Added
Merited Wealth, LLC25$6.42K0.01%+25New
Phillip James Consulting Co.22$7.00K0.12%+22New
LFA - Lugano Financial Advisors SA28$7.20K0.00%00.0%Unchanged
CoreFirst Bank & Trust29$7.45K0.00%00.0%Unchanged
Corsicana & Co.29$7.45K0.00%00.0%Unchanged
Clayton Financial Group LLC29$7.45K0.00%+3+11.5%Added
Quattro Advisors LLC29$7.47K0.01%+29New
Evolution Wealth Management Inc.31$8.00K0.01%00.0%Unchanged
Luminist Capital LLC32$8.16K0.01%00.0%Unchanged
Security National Bank32$8.22K0.00%00.0%Unchanged
Whipplewood Advisors, LLC32$8.22K0.01%+32New
Stone House Investment Management, LLC34$8.61K0.00%+26+325.0%Added
Caitlin John, LLC36$9.25K0.01%−2,165−98.4%Reduced
Roxbury Financial LLC36$9.25K0.01%−4−10.0%Reduced
MPWM Advisory Solutions, LLC36$9.25K0.01%00.0%Unchanged
USA Financial Portformulas Corp38$9.77K0.00%−77−67.0%Reduced
Robinswood Financial LLC40$10.5K0.00%00.0%Unchanged
Fairway Wealth LLC42$10.8K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC44$11.3K0.01%+5+12.8%Added
Comprehensive Financial Planning, Inc.45$11.6K0.01%00.0%Unchanged
Wealth Watch Advisors, INC45$11.6K0.00%+4+9.8%Added
Family CFO Inc45$11.6K0.01%+45New
Sachetta, LLC47$12.1K0.01%+21+80.8%Added
Tucker Asset Management LLC48$12.3K0.00%+48New
Copia Wealth Management50$12.8K0.01%00.0%Unchanged
NorthAvenue LLC50$12.8K0.01%+50New
Medallion Wealth Advisors, LLC50$12.8K0.00%+50New
Holos Integrated Wealth LLC50$13.4K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC53$13.5K0.00%00.0%Unchanged
Piscataqua Savings Bank53$13.6K0.01%00.0%Unchanged
Coston, McIsaac & Partners58$14.0K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC56$14.4K0.00%+21+60.0%Added
Principia Wealth Advisory, LLC58$14.9K0.01%+12+26.1%Added
Tompkins Financial Corp59$15.2K0.00%00.0%Unchanged
Y.D. More Investments Ltd60$15.4K0.00%−213−78.0%Reduced
Halbert Hargrove Global Advisors, LLC61$15.7K0.00%00.0%Unchanged
Old Second National Bank of Aurora65$16.7K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC65$16.7K0.01%00.0%Unchanged
Altshuler Shaham Ltd68$17.5K0.00%−33−32.7%Reduced
1015 Capital Partners, LLC69$17.7K0.02%+69New
ZRC Wealth Management, LLC69$17.7K0.01%+53+331.3%Added
Chapman Financial Group, LLC70$18.0K0.01%00.0%Unchanged
Evelyn Partners Asset Management Ltd72$18.5K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC73$18.8K0.01%+55+305.6%Added
Greenline Wealth Management LLC75$19.2K0.02%+75New
Atwood & Palmer Inc75$19.3K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd78$20.0K0.00%−246−75.9%Reduced
Dunhill Financial, LLC80$20.5K0.01%+14+21.2%Added