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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
Farmers National Bank1,083$278.3K0.06%00.0%Unchanged
Private Management Group Inc1,084$278.6K0.01%00.0%Unchanged
Bath Savings Trust Co1,084$278.6K0.03%+84+8.4%Added
Jaffetilchin Investment Partners, LLC1,087$279.3K0.02%+28+2.6%Added
Glen Eagle Advisors, LLC1,091$280.4K0.04%−51−4.5%Reduced
Hills Bank & Trust Co1,094$281.1K0.02%+395+56.5%Added
Verum Partners LLC1,094$281.2K0.06%+49+4.7%Added
Stonebridge Financial Group, LLC1,099$282.4K0.24%+1,099New
LRI Investments, LLC1,099$282.5K0.02%+439+66.5%Added
S Harris Financial Group, LLC1,100$282.7K0.27%+1,100New
Sculati Wealth Management, LLC1,100$282.7K0.10%00.0%Unchanged
Satovsky Asset Management LLC1,105$283.9K0.06%+2+0.2%Added
Navellier & Associates Inc1,106$284.3K0.03%+2+0.2%Added
MBL Wealth, LLC1,108$284.7K0.02%−11−1.0%Reduced
American Institute for Advanced Investment Management, LLP1,108$284.7K0.18%00.0%Unchanged
F/M Investments LLC1,109$285.0K0.01%+1,109New
Austin Private Wealth, LLC1,110$285.3K0.02%−572−34.0%Reduced
Lantz Financial LLC1,110$285.3K0.06%−109−8.9%Reduced
Sanchez Wealth Management Group1,110$285.3K0.06%00.0%Unchanged
First National Advisers, LLC1,112$285.8K0.04%+4+0.4%Added
Beacon Financial Advisory LLC1,113$286.1K0.07%+89+8.7%Added
Financial Partners Group, Inc888$286.2K0.03%+888New
Ellenbecker Investment Group1,113$286.2K0.04%+2+0.2%Added
Berbice Capital Management LLC1,120$287.8K0.17%00.0%Unchanged
Pines Wealth Management, LLC1,121$288.1K0.09%+1,121New
Cary Street Partner Investment Advisory LLC1,123$288.6K0.08%+145+14.8%Added
DV Equities, LLC1,124$288.9K0.05%+1,124New
Veracity Capital LLC1,124$289.0K0.09%+8+0.7%Added
Seldon Capital LP1,125$289.1K0.10%00.0%Unchanged
Peterson Wealth Services1,126$289.3K0.07%+1,116+11,160.0%Added
Precedent Wealth Partners, LLC1,127$289.6K0.06%−12−1.1%Reduced
Delta Asset Management LLC1,130$290.5K0.02%00.0%Unchanged
Stonebrook Private Inc.1,132$291.0K0.06%+150+15.3%Added
Harbor Investment Advisory, LLC1,132$291.0K0.02%+313+38.2%Added
Oder Investment Management, LLC1,133$291.1K0.21%+1+0.1%Added
Hudson Value Partners, LLC1,120$291.2K0.09%00.0%Unchanged
Webster Bank, N. A.1,137$292.2K0.03%00.0%Unchanged
Redwood Financial Network Corp1,137$292.2K0.19%−31−2.7%Reduced
Corecam AG1,138$292.5K0.29%+1,138New
WealthBridge Capital Management, LLC1,139$292.7K0.07%+1,139New
Adalta Capital Management LLC1,145$294.3K0.13%00.0%Unchanged
Van Hulzen Asset Management, LLC1,149$295.3K0.02%−150−11.5%Reduced
Harbor Advisory Corp1,150$295.5K0.09%00.0%Unchanged
Columbus Macro, LLC1,153$296.3K0.03%−101−8.1%Reduced
Brown, Lisle/Cummings, Inc.1,153$296.3K0.07%00.0%Unchanged
Consilio Wealth Advisors, LLC1,158$297.6K0.09%+7+0.6%Added
First Western Trust Bank1,158$297.6K0.01%−2−0.2%Reduced
Investor's Fiduciary Advisor Network, LLC1,163$298.0K0.06%+171+17.2%Added
McCarthy Asset Management, Inc.1,162$298.6K0.16%+1+0.1%Added
Altus Wealth Group LLC1,163$298.9K0.12%+6+0.5%Added
New Covenant Trust Company, N.A.1,114$299.5K0.27%+10+0.9%Added
Lyell Wealth Management, LP1,167$299.9K0.02%+178+18.0%Added
Convergence Investment Partners, LLC1,168$300.0K0.06%−65−5.3%Reduced
William John Sempolinski1,168$300.2K0.15%+1,168New
Bingham Private Wealth, LLC1,169$300.4K0.26%+1,169New
BCK Partners, Inc.1,170$300.7K0.16%00.0%Unchanged
Financial Security Advisor, Inc.1,173$301.5K0.06%−36−3.0%Reduced
Lazari Capital Management, Inc.1,174$301.7K0.10%−8−0.7%Reduced
Beaumont Financial Advisors, LLC1,176$302.1K0.02%+27+2.3%Added
Fjell Capital, LLC1,176$302.2K0.23%+1,176New
Graves-Light Private Wealth Management, Inc.1,177$302.5K0.03%00.0%Unchanged
Capstone Investment Advisors, LLC1,181$303.5K0.00%−300−20.3%Reduced
First Horizon Corp1,183$304.0K0.01%−21−1.7%Reduced
one8zero8, LLC1,185$304.5K0.07%00.0%Unchanged
Saturna Capital CORP1,185$304.5K0.00%+1,185New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,187$305.0K0.04%−67−5.3%Reduced
TFR Capital, LLC.1,191$306.1K0.10%−18−1.5%Reduced
ROI Financial Advisors, LLC1,191$306.1K0.18%+82+7.4%Added
First Financial Bankshares Inc1,192$306.3K0.01%−180−13.1%Reduced
Rossmore Private Capital1,194$306.9K0.03%00.0%Unchanged
Uniting Wealth Partners, LLC1,196$307.4K0.09%+2+0.2%Added
Sequent Asset Management, LLC1,197$308.0K0.14%00.0%Unchanged
Cascade Financial Partners, LLC1,199$308.1K0.03%00.0%Unchanged
Torray LLC1,200$308.4K0.04%00.0%Unchanged
Parthenon LLC1,200$308.4K0.03%00.0%Unchanged
Stone Point Wealth LLC1,200$308.4K0.08%00.0%Unchanged
Sulzberger Capital Advisors, Inc.1,200$308.4K0.31%00.0%Unchanged
RMR Wealth Builders1,209$310.8K0.02%+39+3.3%Added
Avaii Wealth Management, LLC1,210$310.9K0.11%−38−3.0%Reduced
Latitude Advisors, LLC1,211$311.1K0.14%−11−0.9%Reduced
Veratis Advisors, Inc.863$311.4K0.25%+863New
Blue Barn Wealth, LLC1,212$311.6K0.45%−917−43.1%Reduced
London & Capital Asset Management Ltd1,223$314.2K0.00%+1,223New
Galvin, Gaustad & Stein, LLC1,223$314.4K0.02%+123+11.2%Added
Slagle Financial, LLC1,224$314.7K0.11%+51+4.3%Added
Mindset Wealth Management, LLC1,225$314.8K0.08%−115−8.6%Reduced
Bank of Hawaii1,226$315.1K0.02%−112−8.4%Reduced
First Command Advisory Services, Inc.1,226$315.1K0.00%+41+3.5%Added
Retirement Planning Group1,228$315.6K0.01%+1,228New
Fund Advisors of America Inc1,229$315.8K0.29%+1,229New
McLean Asset Management Corp1,050$316.9K0.06%−38−3.5%Reduced
Outlook Wealth Advisors, LLC1,233$317.0K0.07%00.0%Unchanged
Kathmere Capital Management, LLC1,234$317.1K0.02%+1,234New
Teza Capital Management LLC1,235$317.4K1.02%+1,235New
Continental Investors Services, Inc.986$317.7K0.41%−46−4.5%Reduced
Arista Wealth Management, LLC1,237$317.9K0.04%−1,072−46.4%Reduced
TCI Wealth Advisors, Inc.1,240$318.7K0.02%−24−1.9%Reduced
Wealth Advisors of Iowa, LLC1,245$320.0K0.11%00.0%Unchanged
Bravias Capital Group, LLC1,250$321.2K0.19%+2+0.2%Added
VisionPoint Advisory Group, LLC1,250$321.2K0.06%+103+9.0%Added