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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; 3,519 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
Sound Income Strategies, LLC1,396$456.6K0.02%+1,013+264.5%Added
MidFirst Bank3,264$457.4K0.04%+3,264New
BNB Wealth Management, LLC1,780$457.5K0.29%+1,780New
Darwin Advisors, LLC1,787$459.4K0.14%−26−1.4%Reduced
Clarity Wealth Advisors, LLC1,790$460.0K0.09%00.0%Unchanged
Vantage Point Financial LLC1,791$460.2K0.16%+203+12.8%Added
Permanent Capital Management, LP1,791$460.3K0.09%−99−5.2%Reduced
W.G. Shaheen & Associates DBA Whitney & Co1,791$460.3K0.04%+1,791New
American Trust1,795$461.3K0.04%00.0%Unchanged
Baron Silver Stevens Financial Advisors, LLC1,795$461.3K0.07%−135−7.0%Reduced
Financial Network Wealth Management LLC1,800$462.0K0.14%00.0%Unchanged
Cahill Financial Advisors Inc1,798$462.1K0.05%−17−0.9%Reduced
PCM Encore, LLC1,799$462.3K0.10%+1,799New
Woodmont Investment Counsel LLC1,807$464.3K0.03%−117−6.1%Reduced
Regatta Capital Group, LLC1,807$464.5K0.07%+4+0.2%Added
Evolve Private Wealth, LLC1,808$464.7K0.03%+1,808New
Fiduciary Wealth Partners, LLC1,813$465.9K0.19%−19−1.0%Reduced
Sheets Smith Wealth Management1,818$467.1K0.05%+29+1.6%Added
Client 1st Advisory Group, LLC1,823$468.5K0.15%+52+2.9%Added
King Luther Capital Management Corp1,827$469.5K0.00%−36−1.9%Reduced
BLB&B Advisors, LLC1,827$469.5K0.02%+27+1.5%Added
Oregon Pacific Wealth Management, LLC1,836$471.8K0.49%−267−12.7%Reduced
Weaver Capital Management LLC1,836$471.8K0.10%+1,836New
AIMZ Investment Advisors, LLC1,845$474.1K0.14%−135−6.8%Reduced
Nemes Rush Group LLC1,847$474.7K0.04%−12−0.6%Reduced
CMT Capital Markets Trading GmbH1,849$475.0K0.31%+1,849New
Berkshire Bank1,850$475.4K0.10%00.0%Unchanged
BlueCrest Capital Management Ltd1,850$475.4K0.02%+1,850New
Rooted Wealth Advisors, Inc.1,600$476.2K0.13%−268−14.3%Reduced
SCS Capital Management LLC1,857$477.2K0.01%+251+15.6%Added
AdvisorShares Investments LLC1,862$478.5K0.08%−676−26.6%Reduced
Cedar Mountain Advisors, LLC1,863$478.7K0.09%−78−4.0%Reduced
Cane Capital Partners, LLC1,865$479.3K0.20%+1,865New
Heartwood Wealth Advisors LLC1,868$480.1K0.04%00.0%Unchanged
Regent Peak Wealth Advisors LLC1,870$480.6K0.09%+21+1.1%Added
Carbahal Olsen Financial Services Group, LLC1,874$481.7K0.37%+5+0.3%Added
Sterling Investment Counsel, LLC1,893$481.8K0.14%−45−2.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,877$482.4K0.09%+65+3.6%Added
Red Reef Advisors LLC1,881$483.4K0.49%+1,881New
River Wealth Advisors LLC1,884$484.0K0.05%+27+1.5%Added
Old National Bancorp1,885$484.4K0.01%−86−4.4%Reduced
Barnes Pettey Financial Advisors, LLC1,885$484.4K0.24%00.0%Unchanged
Financial Council Asset Management Inc1,886$484.7K0.19%00.0%Unchanged
VUB Generali dochodkova spravcovska spolocnost, a.s.1,887$484.9K0.37%+1,887New
Armis Advisers, LLC1,359$485.1K0.05%−903−39.9%Reduced
Strategic Wealth Partners, Ltd.1,897$487.6K0.03%−258−12.0%Reduced
Warther Private Wealth, LLC1,908$490.3K0.12%+28+1.5%Added
EJMK Ventures LLC1,908$490.3K0.30%+1,908New
Beacon Financial Group1,918$492.9K0.05%+145+8.2%Added
Welch Group, LLC1,918$492.9K0.02%+177+10.2%Added
McAdam, LLC1,920$493.5K0.02%+243+14.5%Added
Clay Northam Wealth Management, LLC1,924$494.4K0.27%−100−4.9%Reduced
WFA of San Diego, LLC1,941$498.8K0.37%−27−1.4%Reduced
Terry L. Blaker1,941$498.8K0.02%00.0%Unchanged
Addison Advisors LLC1,948$500.6K0.11%+9+0.5%Added
Uhlmann Price Securities, LLC1,953$501.8K0.30%00.0%Unchanged
Wolff Financial Management LLC1,965$505.0K0.11%00.0%Unchanged
Alteri Wealth LLC1,969$505.9K0.16%+123+6.7%Added
Darden Wealth Group Inc1,970$506.3K0.25%00.0%Unchanged
Papp L Roy & Associates1,970$506.3K0.06%−162−7.6%Reduced
Private Advisory Group LLC1,971$506.5K0.04%+343+21.1%Added
Impact Capital Partners LLC1,972$506.8K0.15%−39−1.9%Reduced
Fulton Breakefield Broenniman LLC1,973$507.0K0.03%+13+0.7%Added
Syverson Strege & Co1,978$508.4K0.12%+105+5.6%Added
Camden National Bank1,980$508.8K0.07%−24−1.2%Reduced
Range Financial Group LLC1,982$509.4K0.18%+7+0.4%Added
Up Strategic Wealth Investment Advisors LLC1,590$512.8K0.37%00.0%Unchanged
Ariadne Wealth Management, LP1,562$512.9K0.21%+197+14.4%Added
Paradigm Capital Management Inc2,000$514.0K0.02%00.0%Unchanged
Blue Rock Wealth Management LLC2,000$514.0K0.32%00.0%Unchanged
Consolidated Capital Management, LLC2,000$514.0K0.16%+1,000+100.0%Added
Fortress Wealth Group, LLC1,597$514.6K0.20%+2+0.1%Added
Orca Wealth Management, LLC1,596$514.7K0.37%−90−5.3%Reduced
Milestones Private Investment Advisors LLC2,006$515.5K0.35%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC1,560$515.7K0.15%+128+8.9%Added
Ignite Planners, LLC1,601$516.0K0.08%−425−21.0%Reduced
Platform Technology Partners2,009$516.2K0.11%+58+3.0%Added
QTR Family Wealth, LLC1,573$517.6K0.23%+41+2.7%Added
ARS Wealth Advisors Group, LLC2,015$517.8K0.05%00.0%Unchanged
Walker Asset Management, LLC2,017$518.3K0.28%+4+0.2%Added
Sentry Investment Management LLC2,023$520.0K0.34%00.0%Unchanged
Union Savings Bank2,027$520.9K0.23%+2,027New
Telos Capital Management, Inc.2,029$521.4K0.05%−265−11.6%Reduced
KWB Wealth2,029$521.4K0.05%+255+14.4%Added
Capital Advisors, Ltd. LLC2,035$523.0K0.06%+27+1.3%Added
Intesa Sanpaolo Wealth Management2,046$525.8K0.11%+2,046New
Mraz, Amerine & Associates, Inc.2,055$528.1K0.08%−410−16.6%Reduced
Pinnacle Bancorp, Inc.2,055$528.1K0.15%−8−0.4%Reduced
Veridan Wealth LLC2,062$529.9K0.18%+4+0.2%Added
Aviso Wealth Management2,063$530.4K0.22%+16+0.8%Added
Heck Capital Advisors, LLC2,064$530.4K0.04%+4+0.2%Added
Spinnaker Investment Group, LLC2,065$530.7K0.10%−225−9.8%Reduced
Versor Investments LP2,067$531.2K0.08%−1,433−40.9%Reduced
RAM Investment Partners, LLC2,070$532.0K0.10%−288−12.2%Reduced
Prakash Investment Advisors LLC2,070$532.0K0.40%00.0%Unchanged
Wealth Group, Ltd.2,077$534.0K0.52%+2,077New
West Family Investments, Inc.2,084$535.6K0.13%−153−6.8%Reduced
Worth Financial Advisory Group, LLC2,084$535.6K0.26%+20+1.0%Added
Stanley-Laman Group, Ltd.2,085$535.8K0.07%+13+0.6%Added
DRW Securities, LLC2,088$536.0K0.04%−299−12.5%Reduced