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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 8,340 | $2.14M | 0.27% | −257−3.0% | Reduced |
| Retirement Guys Formula LLC | 8,293 | $2.13M | 0.97% | −2,159−20.7% | Reduced |
| Azimuth Capital Investment Management LLC | 8,268 | $2.12M | 0.08% | −735−8.2% | Reduced |
| Needham Investment Management LLC | 8,250 | $2.12M | 0.13% | −500−5.7% | Reduced |
| Adirondack Trust Co | 8,246 | $2.12M | 0.70% | +8+0.1% | Added |
| Smith, Salley & Associates | 8,222 | $2.11M | 0.10% | +2,483+43.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,216 | $2.11M | 0.11% | +241+3.0% | Added |
| Stablepoint Partners, LLC | 8,194 | $2.11M | 0.33% | −14−0.2% | Reduced |
| Diversify Advisory Services, LLC | 6,439 | $2.11M | 0.07% | +1,753+37.4% | Added |
| Boston Family Office LLC | 8,132 | $2.09M | 0.13% | −184−2.2% | Reduced |
| EPG Wealth Management LLC | 8,084 | $2.08M | 0.56% | +292+3.7% | Added |
| Krilogy Financial LLC | 6,493 | $2.07M | 0.07% | −286−4.2% | Reduced |
| Marshall Financial Group LLC | 8,064 | $2.07M | 0.40% | +8,064 | New |
| Stock Yards Bank & Trust Co | 8,048 | $2.07M | 0.06% | +350+4.5% | Added |
| Capital Group Private Client Services, Inc. | 7,995 | $2.05M | 0.03% | +683+9.3% | Added |
| Dorato Capital Management | 6,788 | $2.05M | 1.54% | +6,788 | New |
| Wynn Capital, LLC | 7,957 | $2.04M | 0.99% | −293−3.6% | Reduced |
| Avestar Capital, LLC | 7,947 | $2.04M | 0.14% | +390+5.2% | Added |
| True North Advisors, LLC | 7,920 | $2.04M | 0.26% | +99+1.3% | Added |
| Virtus Family Office LLC | 7,826 | $2.01M | 1.73% | −131−1.6% | Reduced |
| United Asset Strategies, Inc. | 7,817 | $2.01M | 0.16% | +667+9.3% | Added |
| Pallas Capital Advisors LLC | 7,816 | $2.01M | 0.07% | −56−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 7,788 | $2.00M | 0.06% | −1,909−19.7% | Reduced |
| Heartland Advisors Inc | 7,780 | $2.00M | 0.11% | −139−1.8% | Reduced |
| Cigna Investments Inc | 7,765 | $2.00M | 0.29% | −150−1.9% | Reduced |
| Bryn Mawr Trust Co | 7,686 | $1.98M | 0.05% | −40−0.5% | Reduced |
| First National Trust Co | 7,666 | $1.97M | 0.07% | +6+0.1% | Added |
| RNC Capital Management LLC | 7,628 | $1.96M | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,623 | $1.96M | 0.01% | −5−0.1% | Reduced |
| Concentrum Wealth Management | 7,619 | $1.96M | 0.55% | −1,225−13.9% | Reduced |
| Wisconsin Wealth Advisors, LLC | 7,612 | $1.96M | 1.92% | −532−6.5% | Reduced |
| Tealwood Asset Management Inc | 7,608 | $1.96M | 0.88% | −116−1.5% | Reduced |
| Americana Partners, LLC | 7,593 | $1.95M | 0.05% | +59+0.8% | Added |
| RiverPark Advisors, LLC | 7,572 | $1.95M | 0.56% | +355+4.9% | Added |
| Hardy Reed LLC | 7,531 | $1.94M | 0.14% | +73+1.0% | Added |
| Okabena Investment Services Inc | 7,528 | $1.93M | 0.37% | 00.0% | Unchanged |
| SPWM Advisors LLC | 7,522 | $1.93M | 1.85% | +7,522 | New |
| 111 Capital | 7,503 | $1.93M | 0.42% | +7,503 | New |
| Artemis Wealth Advisors, LLC | 7,500 | $1.93M | 0.32% | +7,500 | New |
| Mosaic Family Wealth Partners, LLC | 7,484 | $1.92M | 0.21% | −5−0.1% | Reduced |
| Orrstown Financial Services Inc | 7,474 | $1.92M | 0.32% | −689−8.4% | Reduced |
| Ducere Wealth Management LLC | 7,447 | $1.91M | 0.74% | +7,447 | New |
| Avalon Trust Co | 7,429 | $1.91M | 0.12% | −12−0.2% | Reduced |
| Cove Private Wealth, LLC | 7,404 | $1.90M | 0.57% | −96−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,366 | $1.89M | 0.44% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 5,897 | $1.88M | 0.16% | +3,500+146.0% | Added |
| Wesbanco Bank Inc | 7,319 | $1.88M | 0.05% | +428+6.2% | Added |
| Sage Mountain Advisors LLC | 7,306 | $1.88M | 0.10% | +368+5.3% | Added |
| Rede Wealth, LLC | 7,290 | $1.87M | 0.65% | +7,290 | New |
| Massmutual Trust Co FSB | 7,285 | $1.87M | 0.05% | −1,593−17.9% | Reduced |
| Kempen Capital Management N.V. | 7,280 | $1.87M | 0.02% | −22,625−75.7% | Reduced |
| Westpac Banking Corp | 7,258 | $1.87M | 0.12% | −255−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,237 | $1.86M | 0.13% | +90+1.3% | Added |
| Agate Pass Investment Management, LLC | 7,229 | $1.86M | 0.69% | +68+0.9% | Added |
| Formidable Asset Management, LLC | 9,073 | $1.86M | 0.27% | +2,290+33.8% | Added |
| Private Wealth Advisors | 7,219 | $1.86M | 0.67% | −11−0.2% | Reduced |
| Chesley Taft & Associates LLC | 7,217 | $1.85M | 0.07% | −451−5.9% | Reduced |
| Perpetual Ltd | 7,175 | $1.84M | 0.03% | +1,645+29.7% | Added |
| Destination Wealth Management | 7,165 | $1.84M | 0.05% | +741+11.5% | Added |
| Bank of New Hampshire | 7,148 | $1.84M | 0.41% | −247−3.3% | Reduced |
| DSG Capital Advisors, LLC | 5,756 | $1.84M | 0.28% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7,113 | $1.83M | 0.29% | −13−0.2% | Reduced |
| Integrity Alliance, LLC. | 7,130 | $1.83M | 0.07% | +5,068+245.8% | Added |
| Archford Capital Strategies, LLC | 7,116 | $1.83M | 0.21% | −9−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 7,114 | $1.83M | 1.20% | −200−2.7% | Reduced |
| Tanaka Capital Management Inc | 6,988 | $1.82M | 3.31% | −35−0.5% | Reduced |
| SOL Capital Management CO | 7,029 | $1.81M | 0.16% | 00.0% | Unchanged |
| Abc Arbitrage SA | 7,007 | $1.80M | 0.17% | +7,007 | New |
| SeaCrest Wealth Management, LLC | 6,158 | $1.80M | 0.18% | −116−1.8% | Reduced |
| HBK Sorce Advisory LLC | 5,568 | $1.80M | 0.04% | +50+0.9% | Added |
| Prudent Man Advisors, LLC | 6,958 | $1.79M | 0.65% | −192−2.7% | Reduced |
| Ledyard National Bank | 6,938 | $1.78M | 0.15% | +523+8.2% | Added |
| Atom Investors LP | 6,937 | $1.78M | 0.14% | +5,535+394.8% | Added |
| Meitav Dash Investments Ltd | 6,922 | $1.78M | 0.02% | −529−7.1% | Reduced |
| Great Valley Advisor Group, Inc. | 6,920 | $1.78M | 0.03% | −181−2.5% | Reduced |
| Leavell Investment Management, Inc. | 6,911 | $1.78M | 0.07% | −339−4.7% | Reduced |
| Cape Investment Advisory, Inc. | 6,914 | $1.77M | 0.55% | −295−4.1% | Reduced |
| Traynor Capital Management, Inc. | 6,865 | $1.76M | 0.10% | −112−1.6% | Reduced |
| Charter Trust Co | 6,840 | $1.76M | 0.10% | −96−1.4% | Reduced |
| Moody National Bank Trust Division | 6,800 | $1.75M | 0.17% | −4,258−38.5% | Reduced |
| Bell Bank | 6,800 | $1.75M | 0.07% | −82−1.2% | Reduced |
| Cheviot Value Management, LLC | 5,161 | $1.74M | 0.17% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,736 | $1.73M | 0.02% | −31−0.5% | Reduced |
| Nwam LLC | 6,155 | $1.73M | 0.10% | −704−10.3% | Reduced |
| Sand Hill Global Advisors, LLC | 6,697 | $1.72M | 0.06% | +584+9.6% | Added |
| Eagle Harbor Asset Management Inc | 6,667 | $1.71M | 1.42% | −228−3.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,648 | $1.71M | 0.23% | −385−5.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,350 | $1.71M | 0.34% | +52+0.6% | Added |
| Ellevest, Inc. | 6,637 | $1.71M | 0.24% | −128−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,634 | $1.70M | 0.08% | +2,051+44.8% | Added |
| Mutual Advisors, LLC | 6,597 | $1.70M | 0.04% | +98+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,588 | $1.69M | 0.29% | −274−4.0% | Reduced |
| Crew Capital Management, Ltd. | 6,572 | $1.69M | 1.06% | +245+3.9% | Added |
| Empower Advisory Group, LLC | 6,570 | $1.69M | 0.00% | +518+8.6% | Added |
| Rehmann Capital Advisory Group | 6,502 | $1.67M | 0.09% | −1,022−13.6% | Reduced |
| Paragon Private Wealth Management, LLC | 6,493 | $1.67M | 0.51% | −20−0.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,490 | $1.67M | 1.19% | −50−0.8% | Reduced |
| Chilton Investment Co LLC | 6,486 | $1.67M | 0.03% | +79+1.2% | Added |
| Consilium Wealth Advisory, LLC | 6,486 | $1.67M | 0.62% | −82−1.2% | Reduced |
| Motiv8 Investments LLC | 6,480 | $1.67M | 0.91% | −1,959−23.2% | Reduced |