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; 3,519 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,519 | $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 |
|---|---|---|---|---|---|
| LeConte Wealth Management, LLC | 1,496 | $384.4K | 0.25% | +166+12.5% | Added |
| Jacobsen Capital Management | 1,500 | $385.5K | 0.13% | −16−1.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,503 | $386.2K | 0.05% | −330−18.0% | Reduced |
| Paradigm Capital Management, LLC | 1,515 | $389.0K | 0.36% | −22−1.4% | Reduced |
| Allen Capital Group, LLC | 1,514 | $389.1K | 0.04% | +236+18.5% | Added |
| Mainstream Capital Management LLC | 1,518 | $390.1K | 0.26% | −130−7.9% | Reduced |
| Keystone Financial Group | 1,523 | $391.5K | 0.03% | +531+53.5% | Added |
| Monetary Management Group Inc | 1,525 | $391.9K | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,526 | $392.2K | 0.24% | +2+0.1% | Added |
| Oarsman Capital, Inc. | 1,529 | $392.9K | 0.05% | −52−3.3% | Reduced |
| Capital Analysts, LLC | 1,530 | $393.0K | 0.01% | −854−35.8% | Reduced |
| Keyvantage Wealth, LLC | 1,530 | $393.2K | 0.17% | −52−3.3% | Reduced |
| SJS Investment Consulting Inc. | 1,533 | $394.0K | 0.05% | +26+1.7% | Added |
| Alphadyne Asset Management LP | 1,540 | $395.8K | 0.04% | +1,540 | New |
| Builder Investment Group Inc | 1,550 | $398.3K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,552 | $398.8K | 0.05% | +633+68.9% | Added |
| Sunburst Financial Group, LLC | 1,553 | $399.0K | 0.08% | +1+0.1% | Added |
| Strategic Blueprint, LLC | 1,558 | $400.3K | 0.02% | −2−0.1% | Reduced |
| Lee Danner & Bass Inc | 1,558 | $400.3K | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,561 | $401.2K | 0.01% | −55−3.4% | Reduced |
| Breakwater Capital Group | 1,562 | $401.4K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,563 | $401.7K | 0.19% | +54+3.6% | Added |
| BankChampaign, National Association | 1,564 | $401.9K | 0.40% | +1,564 | New |
| Pension & Wealth Management Advisors, Inc. | 1,567 | $402.8K | 0.12% | −43−2.7% | Reduced |
| Eagle Strategies LLC | 1,568 | $403.1K | 0.05% | −64−3.9% | Reduced |
| West Michigan Advisors, LLC | 1,570 | $403.5K | 0.09% | −112−6.7% | Reduced |
| Chapin Davis, Inc. | 1,572 | $404.0K | 0.09% | −9−0.6% | Reduced |
| Hodges Capital Management Inc. | 1,575 | $404.8K | 0.03% | −25−1.6% | Reduced |
| Element Wealth, LLC | 1,576 | $405.0K | 0.17% | +1,576 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,577 | $405.3K | 0.16% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 1,578 | $405.5K | 0.27% | +1,578 | New |
| Strive Financial Group ,LLC | 1,582 | $406.6K | 0.22% | +1,582 | New |
| Quantum Private Wealth, LLC | 1,586 | $407.6K | 0.12% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,587 | $407.8K | 0.04% | −106−6.3% | Reduced |
| Planned Solutions, Inc. | 1,592 | $409.1K | 0.13% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 1,592 | $409.1K | 0.11% | +51+3.3% | Added |
| Wellington Grp LLC | 1,596 | $410.2K | 0.14% | +1,596 | New |
| Private Wealth Asset Management, LLC | 1,598 | $410.6K | 0.04% | +332+26.2% | Added |
| World Equity Group, Inc. | 1,599 | $410.9K | 0.11% | +1,599 | New |
| Payden & Rygel | 1,600 | $411.0K | 0.03% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,602 | $411.0K | 0.20% | +8+0.5% | Added |
| Orleans Capital Management Corp | 1,600 | $411.2K | 0.26% | −230−12.6% | Reduced |
| Libra Wealth LLC | 1,600 | $411.2K | 0.12% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,602 | $412.0K | 0.00% | −2,359−59.6% | Reduced |
| WBI Investments | 1,608 | $413.3K | 0.11% | −11,543−87.8% | Reduced |
| Sunpointe, LLC | 1,609 | $413.5K | 0.14% | +124+8.4% | Added |
| Southland Equity Partners LLC | 1,619 | $416.2K | 0.08% | −9−0.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,114 | $416.3K | 0.09% | −2,123−65.6% | Reduced |
| Broyhill Asset Management | 1,620 | $416.3K | 0.37% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 1,620 | $416.5K | 0.14% | −84−4.9% | Reduced |
| Virtue Capital Management, LLC | 1,554 | $417.8K | 0.06% | −2,165−58.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,627 | $418.0K | 0.22% | +1+0.1% | Added |
| Sargent Investment Group, LLC | 1,629 | $418.7K | 0.05% | +1,629 | New |
| Bank of Jackson Hole Trust | 1,630 | $418.9K | 0.20% | −370−18.5% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,638 | $420.9K | 0.22% | +1,638 | New |
| Wealth Management Associates, Inc. | 1,641 | $421.7K | 0.15% | 00.0% | Unchanged |
| LCNB Corp | 1,646 | $423.0K | 0.14% | +18+1.1% | Added |
| Moller Financial Services | 1,647 | $423.3K | 0.09% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,649 | $423.8K | 0.18% | −11−0.7% | Reduced |
| Mosaic Financial Group, LLC | 1,653 | $425.0K | 0.29% | +3+0.2% | Added |
| Portland Global Advisors LLC | 1,655 | $425.3K | 0.05% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,661 | $426.9K | 0.17% | +196+13.4% | Added |
| TSG Advice Partners, LLC | 1,661 | $426.9K | 0.07% | +1,661 | New |
| Watershed Asset Management, L.L.C. | 1,662 | $427.1K | 0.40% | +1,662 | New |
| Greenspring Advisors, LLC | 1,663 | $427.5K | 0.03% | +1,663 | New |
| Graetz Wealth LLC | 1,666 | $428.1K | 0.39% | +1,666 | New |
| Spirepoint Private Client, LLC | 1,666 | $428.1K | 0.04% | +105+6.7% | Added |
| New Republic Capital, LLC | 1,670 | $429.2K | 0.11% | +1,670 | New |
| Icon Wealth Advisors, LLC | 1,675 | $430.6K | 0.03% | +86+5.4% | Added |
| Washington Trust Co | 1,677 | $431.0K | 0.01% | +100+6.3% | Added |
| Arrow Financial Corp | 1,685 | $433.0K | 0.04% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,686 | $433.3K | 0.12% | +41+2.5% | Added |
| Archer Investment Corp | 1,689 | $433.9K | 0.10% | +1,051+164.7% | Added |
| Quantum Financial Advisors, LLC | 1,690 | $434.3K | 0.05% | +2+0.1% | Added |
| Alexander Labrunerie & Co., Inc. | 1,691 | $434.6K | 0.16% | +3+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,695 | $435.6K | 0.11% | +85+5.3% | Added |
| Bedminster, LLC | 1,700 | $436.9K | 0.40% | +1,700 | New |
| Whelan Financial | 1,702 | $437.5K | 0.14% | −244−12.5% | Reduced |
| a16z Perennial Management, L.P. | 1,705 | $438.2K | 0.03% | +218+14.7% | Added |
| Red Door Wealth Management, LLC | 1,710 | $439.6K | 0.05% | +4+0.2% | Added |
| Soundwatch Capital LLC | 1,713 | $440.2K | 0.07% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,334 | $441.0K | 0.21% | −20−1.5% | Reduced |
| BIP Wealth, LLC | 1,717 | $441.3K | 0.02% | +1,717 | New |
| Thrive Wealth Management, LLC | 1,724 | $443.0K | 0.07% | −31−1.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 1,681 | $444.2K | 0.03% | +1,681 | New |
| Ellis Investment Partners, LLC | 1,728 | $444.2K | 0.08% | +6+0.3% | Added |
| Moody Aldrich Partners LLC | 1,729 | $444.3K | 0.08% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,730 | $444.6K | 0.06% | +473+37.6% | Added |
| Sage Rhino Capital LLC | 1,735 | $445.9K | 0.08% | −42−2.4% | Reduced |
| ODonnell Financial Services, LLC | 1,737 | $446.4K | 0.15% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,738 | $446.6K | 0.16% | +7+0.4% | Added |
| Heartland Bank & Trust Co | 1,748 | $449.2K | 0.19% | −37−2.1% | Reduced |
| Oxford Wealth Group, LLC | 1,754 | $450.8K | 0.22% | +1,754 | New |
| Three Seasons Wealth, LLC | 1,755 | $451.0K | 0.04% | +1,755 | New |
| Osborne Partners Capital Management, LLC | 1,759 | $452.0K | 0.02% | −1−0.1% | Reduced |
| Abacus Planning Group, Inc. | 1,760 | $452.4K | 0.06% | +371+26.7% | Added |
| Braun-Bostich & Associates Inc. | 1,762 | $452.8K | 0.28% | −112−6.0% | Reduced |
| AMG National Trust Bank | 1,766 | $453.8K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,772 | $455.4K | 0.01% | +236+15.4% | Added |
| Cyndeo Wealth Partners, LLC | 1,773 | $455.7K | 0.02% | +102+6.1% | Added |