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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
Postrock Partners LLC936$240.5K0.10%+936New
Keating Financial Advisory Services, Inc.938$241.1K0.03%+938New
Safeguard Investment Advisory Group, LLC944$242.5K0.06%+944New
Trust Investment Advisors944$242.6K0.13%+944New
Wallace Advisory Group, LLC946$243.1K0.26%−1,773−65.2%Reduced
First City Capital Management, Inc.946$243.1K0.13%+946New
Caliber Wealth Management, LLC947$243.5K0.03%+947New
Wescott Financial Advisory Group, LLC949$243.8K0.02%+949New
Kickstand Ventures, LLC.951$244.3K0.05%−218−18.6%Reduced
SBI Okasan Asset Management Co.Ltd.930$244.6K0.01%+930New
Financial Perspectives, Inc952$244.7K0.07%00.0%Unchanged
G&S Capital LLC957$245.9K0.09%+957New
Certified Advisory Corp961$246.9K0.02%+961New
Brave Warrior Advisors, LLC961$247.0K0.01%+961New
Rice Partnership, LLC962$247.2K0.03%+962New
Woodward Diversified Capital, LLC963$247.5K0.11%−348−26.5%Reduced
Eagle Wealth Strategies LLC967$248.6K0.12%−28−2.8%Reduced
Invariant Investment Management826$248.9K0.16%+826New
Hobbs Group Advisors, LLC969$249.1K0.08%−136−12.3%Reduced
Philip James Wealth Mangement, LLC969$249.1K0.03%+969New
Monarch Capital Management Inc970$249.3K0.06%+970New
Community Financial Services Group, LLC971$249.5K0.05%−25−2.5%Reduced
Breachway Investments LLC972$249.8K0.26%+972New
Pekin Hardy Strauss, Inc.975$250.6K0.02%+975New
Boston Research & Management Inc975$250.6K0.06%+975New
Walter & Keenan Financial Consulting Co977$251.1K0.07%+977New
Range Advisory, LLC980$251.7K0.06%+980New
Values Added Financial LLC980$251.8K0.11%+980New
SG Trading Solutions, LLC979$252.0K0.06%+979New
Smith Thornton Advisors LLC981$252.2K0.13%00.0%Unchanged
Ballast Advisors LLC982$252.4K0.07%00.0%Unchanged
Moment Partners, LLC983$252.6K0.05%−422−30.0%Reduced
Warren Street Wealth Advisors, LLC986$253.5K0.07%−97−9.0%Reduced
Ballew Advisors, Inc833$253.9K0.14%+833New
Arthur M. Cohen & Associates, LLC990$254.4K0.04%+990New
Financial Management Professionals, Inc.993$255.2K0.03%+89+9.8%Added
Rare Wolf Capital LLC993$255.2K0.16%+993New
Crown Wealth Group, LLC995$255.7K0.07%+995New
Hilltop Holdings Inc.997$256.2K0.02%−13,010−92.9%Reduced
Cetera Trust Company, N.A998$256.5K0.14%00.0%Unchanged
German American Bancorp, Inc.1,000$257.0K0.02%00.0%Unchanged
Roof Eidam & Maycock1,000$257.0K0.06%00.0%Unchanged
Spinnaker Trust1,000$257.0K0.01%00.0%Unchanged
SeaBridge Investment Advisors LLC1,000$257.0K0.04%00.0%Unchanged
Marble Harbor Investment Counsel, LLC1,000$257.0K0.03%00.0%Unchanged
All Terrain Financial Advisors, LLC1,000$257.0K0.08%00.0%Unchanged
Correct Capital Wealth Management1,000$257.0K0.05%00.0%Unchanged
Fell Capital Management1,000$257.0K0.25%+1,000New
Cohen & Steers, Inc.1,000$257.0K0.00%00.0%Unchanged
Ponta Wealth Partners, LLC1,001$257.2K0.24%+1,001New
Legacy Capital Group California, Inc.1,003$257.8K0.06%+1,003New
Fulcrum Equity Management1,004$258.0K0.25%+1,004New
Arcadia Investment Management Corp1,005$258.3K0.04%+5+0.5%Added
Simplify Asset Management Inc.1,005$258.3K0.00%+1,005New
Mechanics Bank Trust Department1,006$258.5K0.03%−219−17.9%Reduced
Wealthcare Capital Partners, LLC1,007$258.7K0.12%+3+0.3%Added
Mustico Financial Group, Inc.905$260.0K0.22%+905New
Global Assets Advisory, LLC1,013$260.2K0.07%−12−1.2%Reduced
Colonial River Wealth Management, LLC1,013$260.4K0.09%−79−7.2%Reduced
55 North Private Wealth, LLC1,015$260.8K0.07%+1,015New
Strategic Advisors LLC1,018$261.8K0.04%+7+0.7%Added
General Partner, Inc.1,020$262.1K0.15%00.0%Unchanged
Ethos Financial Group, LLC1,022$262.8K0.02%+1,022New
Flaharty Asset Management, LLC1,024$263.3K0.03%−113−9.9%Reduced
Redhawk Wealth Advisors, Inc.1,026$263.6K0.03%−251−19.7%Reduced
LJI Wealth Management, LLC1,028$264.2K0.04%−15−1.4%Reduced
Meritage Portfolio Management1,028$264.2K0.02%−266−20.6%Reduced
Paragon Capital Management Ltd1,029$264.5K0.05%00.0%Unchanged
Beese Fulmer Investment Management, Inc.1,031$265.0K0.02%−9−0.9%Reduced
Tradition Wealth Management, LLC1,031$265.0K0.02%+31+3.1%Added
Continuum Advisory, LLC1,032$265.2K0.03%−202−16.4%Reduced
OneAscent Family Office, LLC1,032$265.3K0.18%+47+4.8%Added
May Hill Capital, LLC1,035$265.9K0.07%+1,035New
Farmers & Merchants Trust Co of Long Beach1,036$266.2K0.06%00.0%Unchanged
Fortis Capital Advisors, LLC1,037$266.5K0.04%+1,037New
Commons Capital, LLC1,042$267.9K0.19%+1+0.1%Added
TCTC Holdings, LLC1,047$269.1K0.01%00.0%Unchanged
Brave Asset Management Inc1,049$269.6K0.06%00.0%Unchanged
Daybright Advisory Services, Inc.1,050$269.8K0.07%+1,050New
LBMC Investment Advisors, LLC1,050$269.8K0.02%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC1,050$269.8K0.10%00.0%Unchanged
Investment House LLC1,050$269.8K0.01%+1,050New
SlateStone Wealth, LLC1,050$270.0K0.02%00.0%Unchanged
Vantage Financial Partners, LLC1,051$270.2K0.05%−4−0.4%Reduced
TAGStone Capital, Inc.1,055$271.1K0.10%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,056$271.4K0.09%+711+206.1%Added
Salem Investment Counselors Inc1,060$272.4K0.01%−15−1.4%Reduced
Reflection Asset Management1,061$272.7K0.19%+1,061New
One Day In July LLC1,063$273.2K0.02%+4+0.4%Added
Muirfield Wealth Advisors LLC1,065$273.6K0.20%+1,065New
Ullmann Financial Group, Inc.1,174$273.7K0.03%+2+0.2%Added
CapWealth Advisors, LLC1,067$274.2K0.02%00.0%Unchanged
Widmann Financial Services, Inc.1,070$275.0K0.17%00.0%Unchanged
Davis Investment Partners, LLC1,023$275.2K0.10%−3,081−75.1%Reduced
Chris Bulman Inc1,071$275.4K0.12%+91+9.3%Added
Acorns Advisers, LLC1,074$276.0K0.00%−36−3.2%Reduced
Topsail Wealth Management, LLC1,076$276.5K0.04%−58−5.1%Reduced
First Business Financial Services, Inc.1,078$277.0K0.03%−36−3.2%Reduced
Tidemark, LLC1,079$277.3K0.08%−5−0.5%Reduced
Brandywine Oak Private Wealth LLC1,081$277.8K0.02%−43−3.8%Reduced