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; 3,520 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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 14,212 | $3.65M | 2.15% | −390−2.7% | Reduced |
| Truvestments Capital LLC | 13,999 | $3.60M | 0.65% | −1,169−7.7% | Reduced |
| AlTi Global, Inc. | 13,974 | $3.59M | 0.08% | +235+1.7% | Added |
| Cape Ann Savings Bank | 13,928 | $3.58M | 1.84% | −676−4.6% | Reduced |
| Syon Capital LLC | 13,900 | $3.57M | 0.18% | +1,167+9.2% | Added |
| Buttonwood Financial Advisors Inc. | 13,869 | $3.56M | 1.19% | −307−2.2% | Reduced |
| Caldwell Trust Co | 13,771 | $3.54M | 0.31% | +83+0.6% | Added |
| Atlantic Union Bankshares Corp | 13,621 | $3.50M | 0.07% | −609−4.3% | Reduced |
| BCJ Capital Management, LLC | 13,588 | $3.49M | 0.20% | +10,410+327.6% | Added |
| Concord Wealth Partners | 13,387 | $3.44M | 0.45% | +63+0.5% | Added |
| Resources Investment Advisors, LLC. | 13,385 | $3.44M | 0.03% | +408+3.1% | Added |
| SRS Capital Advisors, Inc. | 13,357 | $3.43M | 0.10% | −13,432−50.1% | Reduced |
| Pinnbrook Capital Management LP | 13,303 | $3.42M | 0.88% | +13,303 | New |
| GeoWealth Management, LLC | 13,275 | $3.41M | 0.13% | −414−3.0% | Reduced |
| Lighthouse Investment Partners, LLC | 13,253 | $3.41M | 0.11% | +13,253 | New |
| Journey Advisory Group, LLC | 13,240 | $3.40M | 0.29% | +50+0.4% | Added |
| 180 Wealth Advisors, LLC | 13,135 | $3.38M | 0.38% | −438−3.2% | Reduced |
| Auto-Owners Insurance Co | 13,114 | $3.37M | 0.07% | +114+0.9% | Added |
| Candelo Capital Management LP | 13,100 | $3.37M | 3.07% | +13,100 | New |
| Legal Advantage Investments, Inc. | 13,081 | $3.36M | 1.56% | −800−5.8% | Reduced |
| Wealthspire Advisors, LLC | 13,035 | $3.35M | 0.03% | +5,396+70.6% | Added |
| Fortune Financial Advisors, LLC | 12,997 | $3.34M | 2.25% | +89+0.7% | Added |
| Coastal Bridge Advisors, LLC | 12,979 | $3.34M | 0.25% | −16−0.1% | Reduced |
| FORA Capital, LLC | 12,969 | $3.33M | 0.40% | +3,751+40.7% | Added |
| Qsemble Capital Management, LP | 12,939 | $3.33M | 0.28% | +12,939 | New |
| Valley National Advisers Inc | 12,920 | $3.32M | 0.46% | +805+6.6% | Added |
| Peak Asset Management, LLC | 12,912 | $3.32M | 0.56% | −96−0.7% | Reduced |
| Leonteq Securities AG | 12,908 | $3.32M | 0.18% | −2,782−17.7% | Reduced |
| Concord Asset Management, LLC | 12,867 | $3.31M | 0.57% | −206−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 12,842 | $3.30M | 0.04% | +89+0.7% | Added |
| Capstone Triton Financial Group, LLC | 12,806 | $3.29M | 2.18% | +246+2.0% | Added |
| Spire Wealth Management | 12,805 | $3.29M | 0.11% | −5,855−31.4% | Reduced |
| CWA Asset Management Group, LLC | 12,781 | $3.28M | 0.12% | −823−6.0% | Reduced |
| Ritholtz Wealth Management | 12,770 | $3.28M | 0.06% | +2,994+30.6% | Added |
| Fulcrum Asset Management LLP | 12,622 | $3.28M | 0.91% | −374−2.9% | Reduced |
| Greenup Street Wealth Management LLC | 12,743 | $3.27M | 0.47% | +12,743 | New |
| Snowden Capital Advisors LLC | 12,709 | $3.27M | 0.08% | +783+6.6% | Added |
| IKE Capital, LLC | 12,564 | $3.23M | 2.81% | +12,564 | New |
| Sigma Planning Corp | 12,466 | $3.20M | 0.09% | +2,968+31.2% | Added |
| National Asset Management, Inc. | 12,390 | $3.18M | 0.15% | −1,191−8.8% | Reduced |
| SBI Securities Co., Ltd. | 12,251 | $3.15M | 0.08% | −382−3.0% | Reduced |
| Horizon Investment Services, LLC | 12,112 | $3.11M | 1.12% | −20.0% | Reduced |
| Norden Group LLC | 12,108 | $3.11M | 0.30% | +314+2.7% | Added |
| Sowell Financial Services LLC | 12,038 | $3.09M | 0.11% | −317−2.6% | Reduced |
| Alerus Financial NA | 12,026 | $3.09M | 0.15% | −493−3.9% | Reduced |
| Highland Capital Management, LLC | 11,976 | $3.08M | 0.15% | +7,923+195.5% | Added |
| Dempze Nancy E | 11,942 | $3.07M | 1.60% | +3,956+49.5% | Added |
| Spirit of America Management Corp | 11,920 | $3.06M | 0.65% | −600−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,891 | $3.06M | 0.04% | −22,679−65.6% | Reduced |
| Dynasty Wealth Management, LLC | 11,887 | $3.05M | 0.03% | +1,445+13.8% | Added |
| JT Stratford LLC | 11,865 | $3.05M | 0.39% | −3,533−22.9% | Reduced |
| Clear Harbor Asset Management, LLC | 11,812 | $3.04M | 0.21% | −3,381−22.3% | Reduced |
| Kestra Investment Management, LLC | 11,688 | $3.00M | 0.07% | +82+0.7% | Added |
| Garner Asset Management Corp | 11,568 | $2.97M | 1.14% | +135+1.2% | Added |
| Wealth Management Partners, LLC | 11,562 | $2.97M | 0.85% | +103+0.9% | Added |
| Ronald Blue Trust, Inc. | 11,534 | $2.96M | 0.03% | +3,504+43.6% | Added |
| Kovack Advisors, Inc. | 11,527 | $2.96M | 0.14% | +8,385+266.9% | Added |
| Sterling Capital Management LLC | 11,519 | $2.96M | 0.05% | −6,476−36.0% | Reduced |
| Edentree Asset Management Ltd | 11,518 | $2.96M | 0.91% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,436 | $2.94M | 0.13% | +1,287+12.7% | Added |
| Value Partners Investments Inc. | 11,424 | $2.94M | 0.23% | −3,605−24.0% | Reduced |
| Monument Capital Management | 11,413 | $2.93M | 0.73% | +11,413 | New |
| University of Texas/Texas Am Investment Managment Co | 11,408 | $2.93M | 0.41% | +11,408 | New |
| Vestmark Advisory Solutions, Inc. | 11,372 | $2.92M | 0.04% | +5,536+94.9% | Added |
| Argus Investors' Counsel, Inc. | 11,361 | $2.92M | 2.33% | +2,222+24.3% | Added |
| Mairs & Power Inc | 11,327 | $2.91M | 0.03% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 11,288 | $2.90M | 0.12% | +2,831+33.5% | Added |
| Texas Bank & Trust Co | 11,263 | $2.89M | 1.05% | −55−0.5% | Reduced |
| Schnieders Capital Management, LLC. | 11,207 | $2.88M | 0.45% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,201 | $2.88M | 0.10% | +630+6.0% | Added |
| Geneos Wealth Management Inc. | 11,173 | $2.87M | 0.07% | −1,292−10.4% | Reduced |
| Fidelis Capital Partners, LLC | 11,122 | $2.86M | 0.21% | +1,970+21.5% | Added |
| Los Angeles Capital Management LLC | 12,288 | $2.86M | 0.01% | +8,426+218.2% | Added |
| Meiji Yasuda America Inc | 11,115 | $2.86M | 0.66% | +11,115 | New |
| Trust Co of Oklahoma | 11,076 | $2.85M | 0.83% | −157−1.4% | Reduced |
| Symmetry Investments LP | 11,045 | $2.84M | 0.53% | −20,263−64.7% | Reduced |
| Bridgewater Advisors Inc. | 8,699 | $2.83M | 0.18% | +63+0.7% | Added |
| IMA Wealth, Inc. | 10,963 | $2.82M | 0.27% | −22−0.2% | Reduced |
| Adviser Investments LLC | 10,942 | $2.81M | 0.03% | +2,527+30.0% | Added |
| Great Lakes Retirement, Inc. | 10,920 | $2.81M | 0.29% | +2,192+25.1% | Added |
| Equitable Holdings, Inc. | 10,897 | $2.80M | 0.02% | −2,014−15.6% | Reduced |
| Venture Visionary Partners LLC | 10,881 | $2.80M | 0.09% | +3,446+46.3% | Added |
| Triglav Skladi, D.O.O. | 10,846 | $2.79M | 0.18% | 00.0% | Unchanged |
| Greenfield Savings Bank | 10,838 | $2.79M | 1.17% | −286−2.6% | Reduced |
| Carmel Capital Partners, LLC | 10,831 | $2.78M | 0.98% | +1,269+13.3% | Added |
| Elevatus Welath Management | 10,821 | $2.78M | 0.76% | +5,808+115.9% | Added |
| Blue Capital, Inc. | 10,818 | $2.78M | 1.98% | +10,818 | New |
| Atomi Financial Group, Inc. | 10,757 | $2.76M | 0.08% | +1,440+15.5% | Added |
| FSB Premier Wealth Management, Inc. | 10,750 | $2.76M | 0.88% | +1,020+10.5% | Added |
| Aberdeen Wealth Management LLC | 10,740 | $2.76M | 1.28% | −59−0.5% | Reduced |
| Forum Financial Management, LP | 10,695 | $2.75M | 0.04% | +597+5.9% | Added |
| Sax Wealth Advisors, LLC | 10,678 | $2.74M | 0.13% | +120+1.1% | Added |
| Journey Strategic Wealth LLC | 10,673 | $2.74M | 0.07% | −2,132−16.6% | Reduced |
| Longbow Finance SA | 10,657 | $2.74M | 0.46% | −32,710−75.4% | Reduced |
| Nilsine Partners, LLC | 10,620 | $2.73M | 0.24% | +594+5.9% | Added |
| Roundview Capital LLC | 10,603 | $2.72M | 0.17% | +22+0.2% | Added |
| Pensionfund Sabic | 10,600 | $2.72M | 0.74% | −2,000−15.9% | Reduced |
| Advisors Management Group Inc | 10,600 | $2.72M | 0.50% | −124−1.2% | Reduced |
| Patten & Patten Inc | 10,499 | $2.70M | 0.16% | −201−1.9% | Reduced |
| Tectonic Advisors LLC | 10,428 | $2.68M | 0.14% | −1,235−10.6% | Reduced |