Skip to main content

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
Atlantic Private Wealth, LLC275$70.7K0.05%00.0%Unchanged
HHM Wealth Advisors, LLC275$70.7K0.01%00.0%Unchanged
Swiss Re Ltd293$75.3K0.00%+293New
Palladiem, LLC293$76.1K0.07%+293New
Ares Financial Consulting, LLC300$77.1K0.07%+300New
Sofos Investments, Inc.304$78.1K0.02%+100+49.0%Added
Kennebec Savings Bank306$78.6K0.07%00.0%Unchanged
Gleason Group, Inc.315$80.9K0.01%+132+72.1%Added
Kemnay Advisory Services Inc.315$81.0K0.01%+315New
Signature Equity Partners, LLC317$81.5K0.05%+317New
Foster Dykema Cabot & Partners, LLC320$82.2K0.01%+12+3.9%Added
Provenance Wealth Advisors, LLC324$83.3K0.01%−1,100−77.2%Reduced
Prosperity Bancshares Inc325$83.5K0.08%+325New
Washington Trust Advisors, Inc.326$83.8K0.01%−13−3.8%Reduced
North Star Investment Management Corp.329$84.7K0.01%+48+17.1%Added
Retirement Wealth Solutions LLC346$88.9K0.06%+8+2.4%Added
RMG Wealth Management LLC277$89.6K0.01%+34+14.0%Added
Intelligent Financial Strategies349$89.7K0.04%00.0%Unchanged
McIlrath & Eck, LLC350$89.9K0.01%−46−11.6%Reduced
McMillan Office, Inc.350$89.9K0.01%+350New
ORG Partners LLC351$90.3K0.02%+44+14.3%Added
N.E.W. Advisory Services LLC355$91.4K0.01%00.0%Unchanged
DV Trading LLC366$94.1K0.01%+366New
JFS Wealth Advisors, LLC375$96.4K0.01%+74+24.6%Added
Fortitude Family Office, LLC377$96.9K0.02%00.0%Unchanged
Toth Financial Advisory Corp394$101.3K0.01%+3+0.8%Added
Horizon Financial Services, LLC400$102.8K0.05%00.0%Unchanged
Global Wealth Strategies & Associates400$102.8K0.03%00.0%Unchanged
Groesbeck Investment Management Corp400$103.0K0.19%+400New
Cornerstone Planning Group LLC312$105.2K0.02%−17−5.2%Reduced
DAGCO, Inc.420$107.8K0.02%+1+0.2%Added
High Note Wealth, LLC423$108.7K0.02%+53+14.3%Added
Key Financial Inc436$112.0K0.02%+100+29.8%Added
Gilpin Wealth Management, LLC438$112.6K0.09%+438New
IAG Wealth Partners, LLC444$114.2K0.01%00.0%Unchanged
Stelac Advisory Services LLC445$114.4K0.04%+445New
Hoey Investments, Inc446$114.6K0.02%00.0%Unchanged
Turning Point Benefit Group, Inc.453$116.4K0.06%−173−27.6%Reduced
Bruce G. Allen Investments, LLC464$119.2K0.08%−12−2.5%Reduced
REAP Financial Group, LLC469$120.6K0.02%−188−28.6%Reduced
Olistico Wealth, LLC480$123.4K0.06%+480New
Transamerica Financial Advisors, Inc.489$125.8K0.01%+186+61.4%Added
Hughes Financial Services, LLC496$127.5K0.02%−3−0.6%Reduced
Harel Insurance Investments & Financial Services Ltd.500$128.0K0.00%+267+114.6%Added
Abound Wealth Management500$128.4K0.03%−2−0.4%Reduced
Mechanics Financial Corp500$128.5K0.05%−130−20.6%Reduced
Ransom Advisory, Ltd500$128.5K0.05%−100−16.7%Reduced
Paladin Advisory Group, LLC500$128.5K0.09%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC500$128.5K0.01%+500New
Private Wealth Management Group, LLC506$130.0K0.03%00.0%Unchanged
Measured Wealth Private Client Group, LLC509$130.8K0.03%−29−5.4%Reduced
Tradewinds Capital Management, LLC513$131.8K0.03%00.0%Unchanged
Sankala Group LLC358$133.1K0.11%+358New
Motco529$135.9K0.01%−95−15.2%Reduced
Albion Financial Group548$140.8K0.01%+461+529.9%Added
MRP Capital Investments, LLC550$141.3K0.12%+275+100.0%Added
Rialto Wealth Management, LLC551$141.6K0.03%+3+0.5%Added
BankPlus Trust Department553$142.1K0.04%00.0%Unchanged
TFC Financial Management572$147.0K0.02%+4+0.7%Added
Bell Investment Advisors, Inc577$148.3K0.02%+62+12.0%Added
Arlington Trust Co LLC584$150.1K0.02%−1,023−63.7%Reduced
WealthCollab, LLC609$156.6K0.06%00.0%Unchanged
Bayban613$157.5K0.14%+613New
Roble, Belko & Company, Inc631$162.0K0.02%+629+31,450.0%Added
Indiana Trust & Investment Management CO634$162.9K0.05%00.0%Unchanged
Rossby Financial, LCC651$167.3K0.05%+127+24.2%Added
Bellevue Asset Management, LLC654$168.0K0.08%00.0%Unchanged
Rosenberg Matthew Hamilton668$171.7K0.04%+83+14.2%Added
Bernard Wealth Management Corp.675$173.5K0.07%00.0%Unchanged
1620 Investment Advisors, Inc.683$175.5K0.12%00.0%Unchanged
Covestor Ltd697$179.0K0.09%+47+7.2%Added
Frazier Financial Advisors, LLC697$179.1K0.11%00.0%Unchanged
MB, Levis & Associates, LLC714$183.4K0.08%+1+0.1%Added
Core Alternative Capital714$183.5K0.05%+681+2,063.6%Added
Caldwell Sutter Capital, Inc.740$190.2K0.08%−10−1.3%Reduced
Two Sigma Securities, LLC779$200.2K0.03%−13,626−94.6%Reduced
Tripletail Wealth Management, LLC780$200.5K0.25%−17−2.1%Reduced
Fairscale Capital, LLC783$201.2K0.13%00.0%Unchanged
Quarry LP783$201.2K0.03%+783New
Marin Bay Wealth Advisors, LLC783$201.2K0.12%+783New
Roman Butler Fullerton & Co629$201.5K0.05%+629New
Keudell/Morrison Wealth Management784$201.5K0.04%+784New
MPS Loria Financial Planners, LLC786$201.9K0.05%+786New
Austin Wealth Management, LLC717$201.9K0.03%+717New
Leo Wealth, LLC787$202.3K0.01%+787New
Torren Management, LLC789$202.8K0.10%+789New
HORAN Wealth, LLC790$203.0K0.03%+790New
Trust Co of the South791$203.3K0.03%−551−41.1%Reduced
Aspire Private Capital, LLC791$203.3K0.05%+791New
Saba Capital Management, L.P.794$204.1K0.01%−22,154−96.5%Reduced
Cypress Advisory Group LLC795$204.3K0.15%+795New
Jackson Thornton Asset Management, LLC692$204.8K0.02%+692New
Richmond Investment Services, LLC798$205.3K0.04%+798New
Birchbrook, Inc.800$205.6K0.10%00.0%Unchanged
Cornerstone Capital, Inc.800$205.6K0.02%+800New
Cabot Wealth Management Inc800$205.6K0.02%+800New
Oxbow Advisors, LLC800$205.6K0.02%+800New
Atlas Wealth Partners, LLC800$205.6K0.23%+800New
McCarthy & Cox800$205.6K2.49%+800New
Promethium Advisors,llc800$205.6K0.11%+800New