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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
Fullerton Fund Management Co Ltd.3,034$779.7K0.03%+3,034New
Mirador Capital Partners LP3,035$779.9K0.11%+54+1.8%Added
Clark Asset Management, LLC3,036$780.2K0.08%+3,036New
Field & Main Bank3,040$781.3K0.23%−20−0.7%Reduced
MOR Wealth Management, LLC3,040$781.3K0.36%+3,040New
NBT Bank N A3,050$783.8K0.05%00.0%Unchanged
Haverford Trust Co3,057$785.6K0.01%+56+1.9%Added
Albert D Mason Inc3,058$785.9K0.52%+25+0.8%Added
Ameritas Advisory Services, LLC3,073$789.6K0.03%+1,990+183.7%Added
Ar Asset Management Inc3,075$790.0K0.16%00.0%Unchanged
Legacy Capital Wealth Partners, LLC3,086$793.1K0.17%+408+15.2%Added
Sunstone Asset Management, L.P.3,100$796.7K0.78%+3,100New
Cooper Financial Group3,123$802.7K0.09%+216+7.4%Added
Keebeck Wealth Management, LLC3,125$803.1K0.09%+852+37.5%Added
Brucke Financial, Inc.3,129$804.1K0.44%+5+0.2%Added
Key Client Fiduciary Advisors, LLC3,136$805.8K0.28%−67−2.1%Reduced
Claro Advisors LLC3,138$806.4K0.11%+14+0.4%Added
New Age Alpha Advisors, LLC3,146$808.5K0.03%+3,146New
Redwood Investment Management, LLC3,167$814.0K0.09%−187−5.6%Reduced
Probity Advisors, Inc.3,177$816.5K0.13%−399−11.2%Reduced
Ticino Wealth3,180$817.2K0.30%+3,180New
PFG Advisors3,182$817.8K0.04%−1,407−30.7%Reduced
Shepherd Financial Partners LLC3,188$819.4K0.08%+100+3.2%Added
Athena Investment Management3,189$819.6K0.42%−82−2.5%Reduced
Militia Capital Partners, LP3,200$822.4K0.31%−1,000−23.8%Reduced
Avanda Investment Management Pte. Ltd.3,200$822.4K0.82%+1,000+45.5%Added
Quotient Wealth Partners, LLC3,209$824.8K0.02%+117+3.8%Added
FSM Wealth Advisors, LLC3,211$825.2K0.11%+266+9.0%Added
CoreCap Advisors, LLC3,215$826.2K0.03%−309−8.8%Reduced
Jupiter Asset Management Ltd3,223$828.3K0.01%+3,223New
Drive Wealth Management, LLC3,226$829.0K0.16%+234+7.8%Added
O'Keefe Stevens Advisory, Inc.3,234$831.1K0.22%00.0%Unchanged
Alta Advisers Ltd3,236$831.6K0.30%−800−19.8%Reduced
Burke & Herbert Bank & Trust Co3,241$832.9K0.23%00.0%Unchanged
Harbour Capital Advisors, LLC3,100$833.5K0.17%00.0%Unchanged
Rothschild Investment LLC3,248$834.7K0.05%+65+2.0%Added
Aspiriant, LLC3,252$835.7K0.02%+247+8.2%Added
Planning Directions Inc3,253$835.9K0.42%+5+0.2%Added
SmartHarvest Portfolios, LLC3,261$838.1K0.29%+3,261New
Gsa Capital Partners LLP3,266$839.0K0.07%+1,495+84.4%Added
Basecamp Wealth Advisors LLC3,266$839.4K0.18%+3,266New
Anchyra Partners LLC3,267$839.6K0.26%+3,267New
Guardian Wealth Advisors, LLC3,269$840.0K0.05%−4−0.1%Reduced
Leisure Capital Management3,272$840.9K0.28%−134−3.9%Reduced
Camden Capital, LLC3,276$841.9K0.05%+24+0.7%Added
Seeds Investor LLC3,286$844.5K0.16%+340+11.5%Added
Stevens Capital Management LP3,292$846.0K0.30%+3,292New
Ritter Daniher Financial Advisory LLC3,293$846.3K0.14%−138−4.0%Reduced
E Fund Management (Hong Kong) Co., Ltd.2,579$846.9K0.35%+1,917+289.6%Added
Redmond Asset Management, LLC3,313$851.4K0.22%−150−4.3%Reduced
1776 Wealth LLC3,313$851.4K0.32%−56−1.7%Reduced
Triad Wealth Partners, LLC3,316$852.2K0.08%+529+19.0%Added
Teamwork Financial Advisors, LLC3,318$852.7K0.09%−4,094−55.2%Reduced
Seek First Inc.3,343$859.1K0.59%+3,343New
Cantor Fitzgerald Investment Adviser L.P.3,374$867.1K0.06%00.0%Unchanged
Providence First Trust Co3,374$867.1K0.30%+3,374New
Opal Capital LLC2,628$868.9K0.22%+2,628New
BCS Wealth Management3,388$870.9K0.09%+1,731+104.5%Added
Everpar Advisors LLC3,391$871.5K0.32%+32+1.0%Added
Cypress Wealth Services, LLC3,394$872.1K0.12%+1,234+57.1%Added
Systematic Financial Management LP3,400$873.8K0.02%00.0%Unchanged
Sandler Capital Management3,426$880.4K0.40%+3,426New
Argentarii, LLC3,438$883.6K0.30%−12−0.3%Reduced
Seascape Capital Management3,439$884.0K0.25%−1,224−26.2%Reduced
Courier Capital LLC3,452$887.2K0.05%−1,609−31.8%Reduced
Waddell & Associates, LLC3,456$888.2K0.06%−10−0.3%Reduced
GKV Capital Management Co., Inc.3,462$889.7K0.33%−150−4.2%Reduced
McLaughlin Asset Management, Inc.3,462$889.8K0.80%+3,462New
Wealth Architects, LLC3,470$891.8K0.08%+39+1.1%Added
Kanawha Capital Management LLC3,472$892.3K0.06%+18+0.5%Added
Retireful, LLC3,434$892.7K1.12%+3,434New
Pure Financial Advisors, Inc.3,476$893.2K0.01%−201−5.5%Reduced
Worthington Financial Partners, LLC3,477$893.6K0.79%+3,477New
Oakworth Capital, Inc.3,488$896.4K0.05%+174+5.3%Added
Evoke Wealth, LLC3,506$900.9K0.02%+1,927+122.0%Added
Tranquilli Financial Advisor LLC3,510$902.0K0.52%−21−0.6%Reduced
Root Financial Partners, LLC3,514$903.0K0.05%+1,547+78.6%Added
Financial Advisory Corp3,512$903.0K0.24%−41−1.2%Reduced
Boit C F David3,000$903.5K0.39%00.0%Unchanged
Optas, LLC3,522$905.1K0.14%+516+17.2%Added
Q3 Asset Management3,562$915.0K0.21%+3,562New
Picton Mahoney Asset Management3,566$916.4K0.01%+3,566New
Clark Financial Services Group Inc3,225$916.9K0.49%−230−6.7%Reduced
Viawealth, LLC3,572$918.0K0.52%−314−8.1%Reduced
Parcion Private Wealth LLC3,572$918.0K0.06%+93+2.7%Added
Mach-1 Financial Group, Inc.3,575$918.7K0.19%−832−18.9%Reduced
Canandaigua National Bank & Trust Co3,584$921.1K0.08%−107−2.9%Reduced
Hazlett, Burt & Watson, Inc.3,595$923.0K0.29%+100+2.9%Added
Cidel Asset Management Inc3,592$923.1K0.07%−200−5.3%Reduced
Moss Adams Wealth Advisors LLC3,597$924.3K0.07%+110+3.2%Added
Ameriflex Group, Inc.3,598$924.5K0.48%−2,260−38.6%Reduced
Falcon Wealth Planning3,605$926.4K0.08%−2,484−40.8%Reduced
Dumont & Blake Investment Advisors LLC3,620$930.0K0.22%−10−0.3%Reduced
Legacy Private Trust Co.3,619$930.0K0.05%−20−0.5%Reduced
Hallmark Capital Management Inc3,637$934.6K0.06%−10.0%Reduced
BAM Wealth Management, LLC3,644$936.5K0.68%−1,309−26.4%Reduced
Autumn Glory Partners, LLC3,675$944.4K0.33%−260−6.6%Reduced
Peoples Financial Services Corp.3,677$944.9K0.44%−297−7.5%Reduced
Acropolis Investment Management, LLC3,684$946.8K0.04%+321+9.5%Added
Dutch Asset Corp3,686$947.0K0.73%+3,686New