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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 10,425 | $2.68M | 0.13% | +14+0.1% | Added |
| Bridgeway Capital Management, LLC | 10,420 | $2.68M | 0.06% | −3,450−24.9% | Reduced |
| Stiles Financial Services Inc | 10,414 | $2.68M | 0.82% | −22−0.2% | Reduced |
| Capital Wealth Planning, LLC | 10,405 | $2.67M | 0.02% | +10,405 | New |
| Klingman & Associates, LLC | 10,392 | $2.67M | 0.13% | +128+1.2% | Added |
| Allianz SE | 10,391 | $2.67M | 0.03% | −16,346−61.1% | Reduced |
| Forteris Wealth Management Inc. | 10,375 | $2.67M | 2.62% | +10,375 | New |
| Umb Bank N A | 10,357 | $2.66M | 0.04% | +974+10.4% | Added |
| Valeo Financial Advisors, LLC | 10,310 | $2.65M | 0.06% | +792+8.3% | Added |
| HM Payson & Co | 10,300 | $2.65M | 0.04% | −312−2.9% | Reduced |
| TTP Investments, Inc. | 10,198 | $2.62M | 0.86% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,182 | $2.62M | 0.07% | +425+4.4% | Added |
| ADAPT Investment Managers SA | 10,177 | $2.62M | 0.53% | +10,177 | New |
| Alexis Investment Partners, LLC | 10,051 | $2.61M | 0.97% | +288+2.9% | Added |
| SHUTTLEWORTH & Co | 10,075 | $2.59M | 2.37% | −23−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 8,015 | $2.58M | 0.06% | +825+11.5% | Added |
| Kornitzer Capital Management Inc | 10,033 | $2.58M | 0.05% | +2,856+39.8% | Added |
| Portfolio Design Labs, LLC | 10,005 | $2.57M | 0.42% | +444+4.6% | Added |
| Barbara Oil Co. | 10,000 | $2.57M | 0.95% | 00.0% | Unchanged |
| Capelight Capital Asset Management LP | 10,000 | $2.57M | 2.55% | +10,000 | New |
| Close Asset Management Ltd | 9,998 | $2.57M | 0.06% | −388−3.7% | Reduced |
| Advocate Group LLC | 9,984 | $2.57M | 0.42% | −106−1.1% | Reduced |
| Groupama Asset Managment | 9,939 | $2.55M | 0.04% | −2,289−18.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,931 | $2.55M | 0.06% | −2,901−22.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,916 | $2.55M | 0.18% | +150+1.5% | Added |
| Cottage Street Advisors LLC | 9,909 | $2.55M | 1.08% | −54−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,872 | $2.54M | 0.12% | +506+5.4% | Added |
| Forty-three Eighteen Advisors, LLC | 9,858 | $2.53M | 1.97% | +9,858 | New |
| Mirabella Financial Services LLP | 9,850 | $2.53M | 0.24% | −20,042−67.0% | Reduced |
| Qtron Investments LLC | 9,827 | $2.53M | 0.33% | −2,542−20.6% | Reduced |
| IHT Wealth Management, LLC | 9,808 | $2.52M | 0.06% | −821−7.7% | Reduced |
| Delaney Dennis R | 9,808 | $2.52M | 1.27% | +3,125+46.8% | Added |
| HF Advisory Group, LLC | 9,758 | $2.51M | 0.87% | −1,794−15.5% | Reduced |
| Csenge Advisory Group | 9,748 | $2.51M | 0.11% | −1,994−17.0% | Reduced |
| American Money Management, LLC | 9,733 | $2.50M | 0.39% | −471−4.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,721 | $2.50M | 0.96% | −90−0.9% | Reduced |
| Everhart Financial Group, Inc. | 9,720 | $2.50M | 0.23% | +1,461+17.7% | Added |
| Oak Harvest Investment Services | 9,705 | $2.49M | 0.27% | −35−0.4% | Reduced |
| Advisors Capital Management, LLC | 9,692 | $2.49M | 0.03% | +79+0.8% | Added |
| S.E.E.D. Planning Group LLC | 9,641 | $2.48M | 0.71% | −1,146−10.6% | Reduced |
| Vision Capital Management, Inc. | 9,616 | $2.47M | 0.30% | −2,604−21.3% | Reduced |
| Buckingham Strategic Partners | 9,615 | $2.47M | 0.03% | +9,615 | New |
| First American Trust, FSB | 9,614 | $2.47M | 0.17% | +5,673+143.9% | Added |
| Cohen Klingenstein LLC | 9,600 | $2.47M | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,589 | $2.46M | 0.05% | +2,580+36.8% | Added |
| Arjuna Capital | 9,524 | $2.45M | 0.60% | +9+0.1% | Added |
| Elefante Mark B | 9,498 | $2.44M | 1.50% | +3,520+58.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,451 | $2.43M | 0.29% | +279+3.0% | Added |
| Stoneridge Investment Partners LLC | 9,445 | $2.43M | 1.69% | −471−4.7% | Reduced |
| Donoghue Forlines LLC | 9,423 | $2.42M | 0.75% | +9,423 | New |
| Sagespring Wealth Partners, LLC | 9,417 | $2.42M | 0.04% | +1,077+12.9% | Added |
| Verus Capital Partners, LLC | 9,387 | $2.41M | 0.16% | +319+3.5% | Added |
| Waters Parkerson & Co., LLC | 9,380 | $2.41M | 0.12% | −500−5.1% | Reduced |
| Lebenthal Global Advisors, LLC | 9,300 | $2.39M | 0.37% | +3,000+47.6% | Added |
| DGS Capital Management, LLC | 9,273 | $2.38M | 0.41% | −356−3.7% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 9,162 | $2.38M | 0.06% | −27,439−75.0% | Reduced |
| Catalyst Capital Advisors LLC | 9,255 | $2.38M | 0.05% | −907−8.9% | Reduced |
| Twin City Private Wealth, LLC | 9,245 | $2.38M | 1.80% | +138+1.5% | Added |
| Bedel Financial Consulting, Inc. | 9,230 | $2.37M | 0.26% | −85−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 9,214 | $2.37M | 0.32% | −129−1.4% | Reduced |
| Old West Investment Management, LLC | 9,200 | $2.36M | 0.42% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,185 | $2.36M | 1.13% | −77−0.8% | Reduced |
| Portside Wealth Group, LLC | 9,171 | $2.36M | 0.32% | −1,753−16.0% | Reduced |
| Goldenstone Wealth Management LLC | 9,164 | $2.35M | 1.76% | +9,164 | New |
| Trust Asset Management LLC | 9,159 | $2.35M | 0.16% | −355−3.7% | Reduced |
| Exencial Wealth Advisors, LLC | 9,154 | $2.35M | 0.07% | −4,716−34.0% | Reduced |
| Atlas Brown,Inc. | 9,153 | $2.35M | 0.70% | −50−0.5% | Reduced |
| Cinctive Capital Management LP | 9,152 | $2.35M | 0.14% | −7,966−46.5% | Reduced |
| Burns J W & Co Inc | 9,125 | $2.35M | 0.26% | +7+0.1% | Added |
| Successful Portfolios LLC | 7,772 | $2.34M | 1.19% | +1,520+24.3% | Added |
| Shepherd Street Advisors LLC | 9,104 | $2.34M | 2.24% | +9,104 | New |
| Byrne Asset Management LLC | 9,100 | $2.34M | 1.30% | −68−0.7% | Reduced |
| Fayez Sarofim & Co | 9,016 | $2.32M | 0.01% | +16+0.2% | Added |
| Strengthening Families & Communities, LLC | 8,923 | $2.29M | 0.82% | +2,476+38.4% | Added |
| Avantax Planning Partners, Inc. | 8,899 | $2.29M | 0.06% | −30.0% | Reduced |
| Unique Wealth Strategies, LLC | 8,882 | $2.28M | 0.90% | −502−5.3% | Reduced |
| Dara Capital US, Inc. | 8,869 | $2.28M | 2.02% | +8,869 | New |
| Pacific Sage Partners, LLC | 8,861 | $2.28M | 0.36% | −34−0.4% | Reduced |
| Net Worth Advisory Group | 8,728 | $2.24M | 0.45% | +1,630+23.0% | Added |
| Foundations Investment Advisors, LLC | 8,727 | $2.24M | 0.03% | +3,913+81.3% | Added |
| Catalytic Wealth RIA, LLC | 8,716 | $2.24M | 0.08% | −10,152−53.8% | Reduced |
| Salvus Wealth Management, LLC | 8,688 | $2.23M | 1.25% | +161+1.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,675 | $2.23M | 0.06% | −78−0.9% | Reduced |
| Carr Financial Group Corp | 8,638 | $2.22M | 0.59% | −269−3.0% | Reduced |
| Win Advisors, Inc | 8,627 | $2.22M | 0.94% | +3,212+59.3% | Added |
| Charter Research & Investment Group, Inc. | 8,625 | $2.22M | 1.48% | −350−3.9% | Reduced |
| Optimize Financial Inc | 8,584 | $2.21M | 1.11% | +120+1.4% | Added |
| Wedbush Securities Inc | 8,584 | $2.21M | 0.06% | +2,256+35.7% | Added |
| Frec Markets, Inc. | 8,533 | $2.19M | 0.64% | +8,533 | New |
| Galaxy Digital Capital Management GP LLC | 8,500 | $2.18M | 2.75% | −7,984−48.4% | Reduced |
| Riverstone Advisors, LLC | 8,499 | $2.18M | 1.03% | −490−5.5% | Reduced |
| Grove Bank & Trust | 8,497 | $2.18M | 0.25% | +109+1.3% | Added |
| Stonebridge Capital Advisors LLC | 8,449 | $2.17M | 0.15% | −478−5.4% | Reduced |
| Capital Investment Advisory Services, LLC | 8,440 | $2.17M | 0.15% | −40.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,437 | $2.17M | 0.06% | +2,252+36.4% | Added |
| Crux Wealth Advisors | 8,386 | $2.15M | 0.80% | −106−1.2% | Reduced |
| Hartline Investment Corp | 8,385 | $2.15M | 0.23% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,379 | $2.15M | 0.59% | +8,379 | New |
| Kentucky Trust Co | 8,365 | $2.15M | 1.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,357 | $2.15M | 0.10% | −1,759−17.4% | Reduced |