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.
| 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, 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 |
|---|---|---|---|---|---|
| TruNorth Capital Management, LLC | 2,500 | $642.5K | 0.12% | +158+6.7% | Added |
| Insight 2811, Inc. | 2,517 | $646.8K | 0.29% | −8−0.3% | Reduced |
| Tower Bridge Advisors | 2,518 | $647.1K | 0.07% | −1,100−30.4% | Reduced |
| Studio Investment Management LLC | 2,525 | $648.9K | 0.12% | −181−6.7% | Reduced |
| BridgePort Financial Solutions, LLC | 2,532 | $650.7K | 0.17% | −26−1.0% | Reduced |
| Martin Capital Advisors, LLP | 2,543 | $653.7K | 0.38% | +125+5.2% | Added |
| Somerset Trust Co | 2,550 | $655.3K | 0.20% | −20−0.8% | Reduced |
| Schrum Private Wealth Management LLC | 2,557 | $657.1K | 0.49% | −243−8.7% | Reduced |
| CSS LLC | 2,560 | $657.9K | 0.04% | −3,070−54.5% | Reduced |
| Buckhead Capital Management LLC | 2,561 | $658.2K | 0.24% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,563 | $658.7K | 0.01% | +515+25.1% | Added |
| Capital Management Associates, Inc | 2,744 | $658.9K | 0.15% | +3+0.1% | Added |
| Independence Bank of Kentucky | 2,568 | $660.0K | 0.08% | +43+1.7% | Added |
| Lewis Asset Management, LLC | 2,574 | $661.6K | 0.27% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,590 | $665.7K | 0.04% | +518+25.0% | Added |
| Paradigm Financial Partners, LLC | 2,596 | $667.0K | 0.07% | −162−5.9% | Reduced |
| Jessup Wealth Management, Inc | 2,606 | $669.7K | 0.22% | −46−1.7% | Reduced |
| International Assets Investment Management, LLC | 2,617 | $672.7K | 0.05% | −71−2.6% | Reduced |
| 49 Wealth Management, LLC | 2,641 | $678.8K | 0.06% | −252−8.7% | Reduced |
| Harbour Investments, Inc. | 2,642 | $678.8K | 0.01% | +667+33.8% | Added |
| Valmark Advisers, Inc. | 2,650 | $681.1K | 0.01% | +25+1.0% | Added |
| Fox Run Management, L.L.C. | 2,657 | $682.8K | 0.11% | +2,657 | New |
| Crewe Advisors LLC | 2,659 | $683.3K | 0.06% | +29+1.1% | Added |
| Park National Corp | 2,660 | $683.6K | 0.02% | +2,660 | New |
| Visionary Wealth Advisors | 2,661 | $683.9K | 0.03% | −14−0.5% | Reduced |
| Harrell Investment Partners, LLC | 2,677 | $688.0K | 0.16% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,679 | $688.6K | 0.02% | +1,169+77.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,680 | $688.7K | 0.12% | +194+7.8% | Added |
| Sym Financial Corp | 2,697 | $693.0K | 0.07% | +53+2.0% | Added |
| Cito Capital Group, LLC | 2,700 | $694.0K | 0.20% | −4,000−59.7% | Reduced |
| Natural Investments, LLC | 2,705 | $695.0K | 0.17% | +134+5.2% | Added |
| Everett Harris & Co | 2,709 | $696.2K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,710 | $696.4K | 0.22% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,713 | $697.2K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,717 | $698.3K | 0.05% | +180+7.1% | Added |
| Cranbrook Wealth Management, LLC | 2,726 | $700.6K | 0.14% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,736 | $703.1K | 0.07% | −930−25.4% | Reduced |
| Alps Advisors Inc | 2,740 | $704.2K | 0.00% | +20+0.7% | Added |
| Rodgers Brothers Inc. | 2,745 | $705.4K | 0.08% | −50−1.8% | Reduced |
| Chilton Capital Management LLC | 2,745 | $705.4K | 0.02% | +20+0.7% | Added |
| Accredited Investors Inc. | 2,748 | $706.3K | 0.04% | −420−13.3% | Reduced |
| Canopy Partners, LLC | 2,756 | $708.3K | 0.23% | +193+7.5% | Added |
| Laurel Oak Wealth Management, LLC | 2,758 | $708.8K | 0.12% | +2,758 | New |
| Physicians Financial Services, Inc. | 2,758 | $709.0K | 0.19% | −300−9.8% | Reduced |
| Centennial Wealth Advisory LLC | 2,759 | $709.1K | 0.19% | +244+9.7% | Added |
| RB Capital Management, LLC | 2,773 | $712.7K | 0.14% | +2+0.1% | Added |
| Sunbelt Securities, Inc. | 2,777 | $713.8K | 0.05% | +10.0% | Added |
| Unified Investment Management | 2,785 | $715.8K | 0.72% | −78−2.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,787 | $716.2K | 0.07% | −34−1.2% | Reduced |
| Trust Point Inc. | 2,789 | $716.8K | 0.06% | −51−1.8% | Reduced |
| IMPACTfolio, LLC | 2,790 | $717.0K | 0.30% | −139−4.7% | Reduced |
| South Plains Financial, Inc. | 2,792 | $717.5K | 0.43% | −255−8.4% | Reduced |
| Smith Group Asset Management, LLC | 2,795 | $718.3K | 0.04% | −967−25.7% | Reduced |
| UMA Financial Services, Inc. | 2,798 | $719.1K | 0.10% | +215+8.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $719.6K | 0.11% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 719,572 | $719.6K | 0.06% | +716,772+25,599.0% | Added |
| JGP Wealth Management, LLC | 2,806 | $721.1K | 0.08% | +15+0.5% | Added |
| Allium Financial Advisors, LLC | 2,807 | $721.4K | 0.57% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,809 | $721.8K | 0.23% | −544−16.2% | Reduced |
| Howland Capital Management LLC | 2,812 | $722.7K | 0.03% | +14+0.5% | Added |
| WealthTrust Axiom LLC | 2,814 | $723.1K | 0.19% | −9−0.3% | Reduced |
| Wealth Science Advisors LLC | 2,822 | $725.2K | 0.42% | +2,822 | New |
| United Advisor Group, LLC | 2,831 | $727.6K | 0.09% | −1,685−37.3% | Reduced |
| Bigelow Investment Advisors, LLC | 2,833 | $728.1K | 0.28% | −821−22.5% | Reduced |
| Main Street Financial Solutions, LLC | 2,835 | $728.4K | 0.05% | −1,161−29.1% | Reduced |
| Prosperity Consulting Group, LLC | 2,843 | $730.6K | 0.03% | −494−14.8% | Reduced |
| Hudock, Inc. | 2,867 | $737.0K | 0.11% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,871 | $737.9K | 0.09% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,873 | $738.3K | 0.00% | +195+7.3% | Added |
| Transcend Wealth Collective, LLC | 2,873 | $738.4K | 0.06% | −498−14.8% | Reduced |
| Diversified Management Inc | 2,875 | $738.8K | 0.17% | +2,875 | New |
| Old Port Advisors | 2,878 | $739.6K | 0.18% | −38−1.3% | Reduced |
| American Alpha Advisors, LLC | 2,894 | $743.7K | 0.47% | +2,894 | New |
| Duncker Streett & Co Inc | 2,896 | $744.2K | 0.13% | 00.0% | Unchanged |
| Cercano Management LLC | 2,896 | $744.2K | 0.03% | 00.0% | Unchanged |
| Jordan Park Group LLC | 2,900 | $745.3K | 0.04% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 2,908 | $747.2K | 0.15% | +2,908 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,908 | $747.3K | 0.02% | −14−0.5% | Reduced |
| Advyzon Investment Management, LLC | 2,915 | $749.1K | 0.09% | +1,645+129.5% | Added |
| Ausdal Financial Partners, Inc. | 2,918 | $749.7K | 0.03% | −5−0.2% | Reduced |
| Morse Asset Management, Inc | 2,925 | $751.7K | 0.15% | +284+10.8% | Added |
| Advisor OS, LLC | 2,929 | $752.9K | 0.06% | −727−19.9% | Reduced |
| Herold Advisors, Inc. | 2,938 | $755.0K | 0.17% | −123−4.0% | Reduced |
| Capital Performance Advisors LLP | 2,940 | $755.7K | 0.05% | +100+3.5% | Added |
| NTV Asset Management LLC | 2,942 | $756.1K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 2,957 | $759.9K | 0.08% | −2,994−50.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,965 | $762.0K | 0.21% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,337 | $764.0K | 0.39% | −8−0.3% | Reduced |
| Calton & Associates, Inc. | 2,974 | $764.4K | 0.11% | +127+4.5% | Added |
| Evermay Wealth Management LLC | 2,987 | $767.5K | 0.09% | +3+0.1% | Added |
| Prestige Wealth Management Group LLC | 2,987 | $767.6K | 0.15% | +41+1.4% | Added |
| Oak Harbor Wealth Partners, LLC | 2,994 | $769.4K | 0.18% | −219−6.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,000 | $771.0K | 0.06% | −151−4.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,005 | $772.3K | 0.48% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,007 | $772.9K | 0.23% | +288+10.6% | Added |
| Plancorp, LLC | 3,010 | $773.6K | 0.02% | +79+2.7% | Added |
| Silver Coast Investments LLC | 3,018 | $775.6K | 0.27% | −105−3.4% | Reduced |
| Franklin Street Advisors Inc | 3,026 | $777.7K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,029 | $778.4K | 0.03% | −1,172−27.9% | Reduced |
| KG&L Capital Management,LLC | 3,030 | $778.7K | 0.20% | −7,807−72.0% | Reduced |