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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; 3,520 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.

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: 3,520 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 20263,520$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
Leisure Capital Management3,272$840.9K0.28%−134−3.9%Reduced
Guardian Wealth Advisors, LLC3,269$840.0K0.05%−4−0.1%Reduced
Anchyra Partners LLC3,267$839.6K0.26%+3,267New
Basecamp Wealth Advisors LLC3,266$839.4K0.18%+3,266New
Gsa Capital Partners LLP3,266$839.0K0.07%+1,495+84.4%Added
SmartHarvest Portfolios, LLC3,261$838.1K0.29%+3,261New
Planning Directions Inc3,253$835.9K0.42%+5+0.2%Added
Aspiriant, LLC3,252$835.7K0.02%+247+8.2%Added
Rothschild Investment LLC3,248$834.7K0.05%+65+2.0%Added
Harbour Capital Advisors, LLC3,100$833.5K0.17%00.0%Unchanged
Burke & Herbert Bank & Trust Co3,241$832.9K0.23%00.0%Unchanged
Alta Advisers Ltd3,236$831.6K0.30%−800−19.8%Reduced
O'Keefe Stevens Advisory, Inc.3,234$831.1K0.22%00.0%Unchanged
Drive Wealth Management, LLC3,226$829.0K0.16%+234+7.8%Added
Jupiter Asset Management Ltd3,223$828.3K0.01%+3,223New
CoreCap Advisors, LLC3,215$826.2K0.03%−309−8.8%Reduced
FSM Wealth Advisors, LLC3,211$825.2K0.11%+266+9.0%Added
Quotient Wealth Partners, LLC3,209$824.8K0.02%+117+3.8%Added
Militia Capital Partners, LP3,200$822.4K0.31%−1,000−23.8%Reduced
Avanda Investment Management Pte. Ltd.3,200$822.4K0.82%+1,000+45.5%Added
Athena Investment Management3,189$819.6K0.42%−82−2.5%Reduced
Shepherd Financial Partners LLC3,188$819.4K0.08%+100+3.2%Added
PFG Advisors3,182$817.8K0.04%−1,407−30.7%Reduced
Ticino Wealth3,180$817.2K0.30%+3,180New
Probity Advisors, Inc.3,177$816.5K0.13%−399−11.2%Reduced
Redwood Investment Management, LLC3,167$814.0K0.09%−187−5.6%Reduced
New Age Alpha Advisors, LLC3,146$808.5K0.03%+3,146New
Claro Advisors LLC3,138$806.4K0.11%+14+0.4%Added
Key Client Fiduciary Advisors, LLC3,136$805.8K0.28%−67−2.1%Reduced
Brucke Financial, Inc.3,129$804.1K0.44%+5+0.2%Added
Keebeck Wealth Management, LLC3,125$803.1K0.09%+852+37.5%Added
Cooper Financial Group3,123$802.7K0.09%+216+7.4%Added
Sunstone Asset Management, L.P.3,100$796.7K0.78%+3,100New
Legacy Capital Wealth Partners, LLC3,086$793.1K0.17%+408+15.2%Added
Ar Asset Management Inc3,075$790.0K0.16%00.0%Unchanged
Ameritas Advisory Services, LLC3,073$789.6K0.03%+1,990+183.7%Added
Albert D Mason Inc3,058$785.9K0.52%+25+0.8%Added
Haverford Trust Co3,057$785.6K0.01%+56+1.9%Added
NBT Bank N A3,050$783.8K0.05%00.0%Unchanged
Field & Main Bank3,040$781.3K0.23%−20−0.7%Reduced
MOR Wealth Management, LLC3,040$781.3K0.36%+3,040New
Clark Asset Management, LLC3,036$780.2K0.08%+3,036New
Mirador Capital Partners LP3,035$779.9K0.11%+54+1.8%Added
Fullerton Fund Management Co Ltd.3,034$779.7K0.03%+3,034New
KG&L Capital Management,LLC3,030$778.7K0.20%−7,807−72.0%Reduced
Waldron Private Wealth LLC3,029$778.4K0.03%−1,172−27.9%Reduced
Franklin Street Advisors Inc3,026$777.7K0.04%00.0%Unchanged
Silver Coast Investments LLC3,018$775.6K0.27%−105−3.4%Reduced
Plancorp, LLC3,010$773.6K0.02%+79+2.7%Added
Sandy Cove Advisors, LLC3,007$772.9K0.23%+288+10.6%Added
Patrick M Sweeney & Associates, Inc3,005$772.3K0.48%00.0%Unchanged
Insigneo Advisory Services, LLC3,000$771.0K0.06%−151−4.8%Reduced
Oak Harbor Wealth Partners, LLC2,994$769.4K0.18%−219−6.8%Reduced
Prestige Wealth Management Group LLC2,987$767.6K0.15%+41+1.4%Added
Evermay Wealth Management LLC2,987$767.5K0.09%+3+0.1%Added
Calton & Associates, Inc.2,974$764.4K0.11%+127+4.5%Added
Ring Mountain Capital, LLC2,337$764.0K0.39%−8−0.3%Reduced
Westbourne Investment Advisors, Inc.2,965$762.0K0.21%00.0%Unchanged
State of Wyoming2,957$759.9K0.08%−2,994−50.3%Reduced
NTV Asset Management LLC2,942$756.1K0.08%00.0%Unchanged
Capital Performance Advisors LLP2,940$755.7K0.05%+100+3.5%Added
Herold Advisors, Inc.2,938$755.0K0.17%−123−4.0%Reduced
Advisor OS, LLC2,929$752.9K0.06%−727−19.9%Reduced
Morse Asset Management, Inc2,925$751.7K0.15%+284+10.8%Added
Ausdal Financial Partners, Inc.2,918$749.7K0.03%−5−0.2%Reduced
Advyzon Investment Management, LLC2,915$749.1K0.09%+1,645+129.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,908$747.3K0.02%−14−0.5%Reduced
Journey Retirement Planning & Investment Management LLC2,908$747.2K0.15%+2,908New
Jordan Park Group LLC2,900$745.3K0.04%00.0%Unchanged
Duncker Streett & Co Inc2,896$744.2K0.13%00.0%Unchanged
Cercano Management LLC2,896$744.2K0.03%00.0%Unchanged
American Alpha Advisors, LLC2,894$743.7K0.47%+2,894New
Old Port Advisors2,878$739.6K0.18%−38−1.3%Reduced
Diversified Management Inc2,875$738.8K0.17%+2,875New
Transcend Wealth Collective, LLC2,873$738.4K0.06%−498−14.8%Reduced
Financial Engines Advisors L.L.C.2,873$738.3K0.00%+195+7.3%Added
McGowan Group Asset Management, Inc.2,871$737.9K0.09%00.0%Unchanged
Hudock, Inc.2,867$737.0K0.11%00.0%Unchanged
Prosperity Consulting Group, LLC2,843$730.6K0.03%−494−14.8%Reduced
Main Street Financial Solutions, LLC2,835$728.4K0.05%−1,161−29.1%Reduced
Bigelow Investment Advisors, LLC2,833$728.1K0.28%−821−22.5%Reduced
United Advisor Group, LLC2,831$727.6K0.09%−1,685−37.3%Reduced
Wealth Science Advisors LLC2,822$725.2K0.42%+2,822New
WealthTrust Axiom LLC2,814$723.1K0.19%−9−0.3%Reduced
Howland Capital Management LLC2,812$722.7K0.03%+14+0.5%Added
Investment Advisory Services Inc2,809$721.8K0.23%−544−16.2%Reduced
Allium Financial Advisors, LLC2,807$721.4K0.57%00.0%Unchanged
JGP Wealth Management, LLC2,806$721.1K0.08%+15+0.5%Added
Gabelli & Co Investment Advisers, Inc.2,800$719.6K0.11%00.0%Unchanged
J. Stern & Co. LLP719,572$719.6K0.06%+716,772+25,599.0%Added
UMA Financial Services, Inc.2,798$719.1K0.10%+215+8.3%Added
Smith Group Asset Management, LLC2,795$718.3K0.04%−967−25.7%Reduced
South Plains Financial, Inc.2,792$717.5K0.43%−255−8.4%Reduced
IMPACTfolio, LLC2,790$717.0K0.30%−139−4.7%Reduced
Trust Point Inc.2,789$716.8K0.06%−51−1.8%Reduced
Global Strategic Investment Solutions, LLC2,787$716.2K0.07%−34−1.2%Reduced
Unified Investment Management2,785$715.8K0.72%−78−2.7%Reduced
Sunbelt Securities, Inc.2,777$713.8K0.05%+10.0%Added
RB Capital Management, LLC2,773$712.7K0.14%+2+0.1%Added
Centennial Wealth Advisory LLC2,759$709.1K0.19%+244+9.7%Added