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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.

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: 3,520 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 20263,520$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
Corps Capital Advisors, LLC2,089$536.9K0.56%+2,089New
O'Rourke & Company, Inc2,092$537.7K0.21%00.0%Unchanged
Independence Wealth Advisors, LLC2,097$538.9K0.30%+2,097New
Silver Oak Securities, Inc2,077$539.8K0.04%+179+9.4%Added
Balboa Wealth Partners2,101$540.0K0.09%−453−17.7%Reduced
Wellington-Altus USA Inc.2,102$540.2K0.40%+2,102New
JM2 Capital Inc.2,104$540.6K0.43%+2,104New
Associated Banc-Corp2,106$541.2K0.01%00.0%Unchanged
Prota Financial, LLC2,107$541.5K0.39%+2,107New
Entelevest, LLC2,117$544.0K0.56%+2,117New
United Community Bank2,119$544.6K0.21%−3,452−62.0%Reduced
Alhambra Investment Partners LLC2,119$544.6K0.25%−321−13.2%Reduced
Founders Financial Alliance, LLC2,134$548.4K0.10%−62−2.8%Reduced
Running Point Capital Advisors, LLC2,135$548.7K0.15%00.0%Unchanged
Cascade Investment Group, Inc.2,144$551.0K0.37%00.0%Unchanged
Dymon Asia Capital (Singapore) Pte. Ltd.2,145$551.2K0.12%+2,145New
Addison Capital Co2,150$552.4K0.14%+10.0%Added
Fortitude Advisory Group L.L.C.2,151$552.8K0.23%00.0%Unchanged
Mezzasalma Advisors, LLC2,060$553.9K0.13%00.0%Unchanged
Selective Wealth Management, Inc.1,737$554.2K0.17%−19−1.1%Reduced
Bond & Devick Financial Network, Inc.2,164$556.1K0.16%00.0%Unchanged
JMN Financial LLC2,166$556.6K0.55%+2,166New
KLCM Advisors, Inc.2,166$556.7K0.05%00.0%Unchanged
Covenant Partners, LLC2,167$556.9K0.16%00.0%Unchanged
Madison Wealth Partners, Inc2,168$557.2K0.10%+24+1.1%Added
AdvisorNet Financial, Inc2,174$558.8K0.03%−143−6.2%Reduced
Kerr Financial Planning Corp1,861$559.5K0.76%+1+0.1%Added
Foster Group, Inc.2,178$559.7K0.02%−19−0.9%Reduced
4WEALTH Advisors, Inc.2,180$560.1K0.49%−1,990−47.7%Reduced
CVA Family Office, LLC2,180$560.3K0.06%+11+0.5%Added
Meadowbrook Advisors Group, LLC2,185$561.5K0.31%+2,185New
ProCore Advisors, LLC2,186$561.8K0.58%+2,186New
waypoint wealth counsel2,189$562.6K0.21%+18+0.8%Added
Kelly Financial Services LLC2,192$563.4K0.14%+2,192New
Financial Advisors Network, Inc.2,193$563.6K0.08%+57+2.7%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,200$565.4K0.00%00.0%Unchanged
GLOBALT Investments LLC2,200$565.4K0.02%00.0%Unchanged
South Shore Capital Advisors2,202$565.8K0.41%+2,202New
Hoxton Planning & Management, LLC2,208$567.4K0.17%+31+1.4%Added
Birchcreek Wealth Management, LLC2,213$568.7K0.28%00.0%Unchanged
Voleon Capital Management LP2,215$569.2K0.01%−48,947−95.7%Reduced
Grant Street Asset Management, Inc.2,218$570.0K0.11%+63+2.9%Added
Gemmer Asset Management LLC2,219$570.3K0.04%−39−1.7%Reduced
Strategic Advocates LLC2,196$570.8K0.15%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,717$571.3K0.01%+92+5.7%Added
Fukoku Mutual Life Insurance Co2,232$573.6K0.04%−166−6.9%Reduced
Trust Co of Kansas2,236$575.0K0.26%−395−15.0%Reduced
Capital Advantage, Inc.2,243$576.5K0.08%−188−7.7%Reduced
Kaizen Financial Strategies2,243$576.5K0.25%−326−12.7%Reduced
Pictet & Cie (Europe) SA2,261$578.7K0.01%+80+3.7%Added
Signal Advisors Wealth, LLC2,258$580.4K0.05%+763+51.0%Added
Aviso Financial Inc.2,267$582.6K0.02%+2,261+37,683.3%Added
Midwest Financial Group LLC2,278$585.5K0.26%+5+0.2%Added
Peoples Bank2,291$588.8K0.37%+8+0.4%Added
Opes Wealth Management LLC2,292$589.0K0.10%00.0%Unchanged
Douglas Lane & Associates, LLC2,293$589.3K0.01%+2,293New
1st Source Bank2,295$589.8K0.03%00.0%Unchanged
MainStreet Investment Advisors LLC2,296$590.0K0.08%−1,748−43.2%Reduced
Affinity Investment Advisors, LLC2,298$590.6K0.39%00.0%Unchanged
Laurion Capital Management LP2,300$591.1K0.04%−9,300−80.2%Reduced
First Heartland Consultants, Inc.2,308$593.0K0.04%−84−3.5%Reduced
DLK Investment Management, LLC2,308$593.1K0.22%−37−1.6%Reduced
One Wealth Advisors, LLC2,308$593.1K0.07%+939+68.6%Added
Daviman Financial, LLC2,310$593.7K0.35%+2,310New
Grant Private Wealth Management Inc2,318$595.7K0.36%−5−0.2%Reduced
Wall Street Financial Group, Inc.2,326$597.8K0.44%+176+8.2%Added
Abel Hall, LLC2,328$598.3K0.14%+2,328New
Expressive Wealth LLC2,332$599.3K0.65%+2,332New
Onefund, LLC2,355$605.2K0.36%+130+5.8%Added
Summit Wealth Group LLC2,359$606.2K0.08%−3,426−59.2%Reduced
Thomasville National Bank2,367$608.3K0.04%−303−11.3%Reduced
Mengis Capital Management, Inc.2,371$609.4K0.11%−100−4.0%Reduced
Thoroughbred Financial Services, LLC2,374$610.0K0.04%−9−0.4%Reduced
MV Capital Management, Inc.2,382$612.2K0.06%+4+0.2%Added
Banque Transatlantique SA2,382$612.7K0.01%+2,382New
Winthrop Advisory Group LLC2,386$613.4K0.05%−386−13.9%Reduced
Forza Wealth Management, LLC2,392$614.7K0.22%00.0%Unchanged
Avidian Wealth Solutions, LLC2,396$615.7K0.02%+368+18.1%Added
Gallacher Capital Management LLC2,396$615.8K0.24%−21−0.9%Reduced
Clear Street Markets LLC2,397$616.0K0.11%+2,127+787.8%Added
MJP Associates Inc2,404$617.9K0.08%−420−14.9%Reduced
Versant Capital Management, Inc2,406$618.3K0.08%+23+1.0%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.2,411$619.6K0.13%−482−16.7%Reduced
Advus Financial Partners, LLC2,415$620.6K0.15%+14+0.6%Added
Vaughan David Investments LLC2,418$621.0K0.01%−2−0.1%Reduced
Brookwood Investment Group LLC2,421$622.2K0.07%−5−0.2%Reduced
Cromwell Holdings LLC2,432$625.0K0.34%00.0%Unchanged
Princeton Global Asset Management LLC2,433$625.3K0.10%+1,884+343.2%Added
Haven Private, LLC2,434$625.5K0.27%+151+6.6%Added
Resonant Capital Advisors, LLC2,435$625.8K0.03%+70+3.0%Added
Leuthold Group, LLC2,438$626.5K0.07%+27+1.1%Added
Regal Investment Advisors LLC2,441$627.4K0.04%+2,441New
Souders Financial Advisors2,445$628.3K0.07%+1,248+104.3%Added
AGH Wealth Advisors, LLC2,464$633.2K0.48%+147+6.3%Added
Simon Quick Advisors, LLC2,480$637.3K0.03%+233+10.4%Added
Sivia Capital Partners, LLC2,483$638.2K0.13%−17−0.7%Reduced
B&L Asset Management LLC2,485$638.6K0.29%+141+6.0%Added
Income Insurance Ltd2,494$640.9K0.42%+2,494New
PCG Asset Management, LLC2,485$641.1K0.51%−150−5.7%Reduced
Corient IA LLC2,500$642.5K0.60%00.0%Unchanged