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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 2,758 | $709.0K | 0.19% | −300−9.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,758 | $708.8K | 0.12% | +2,758 | New |
| Canopy Partners, LLC | 2,756 | $708.3K | 0.23% | +193+7.5% | Added |
| Accredited Investors Inc. | 2,748 | $706.3K | 0.04% | −420−13.3% | Reduced |
| Rodgers Brothers Inc. | 2,745 | $705.4K | 0.08% | −50−1.8% | Reduced |
| Chilton Capital Management LLC | 2,745 | $705.4K | 0.02% | +20+0.7% | Added |
| Alps Advisors Inc | 2,740 | $704.2K | 0.00% | +20+0.7% | Added |
| LVW Advisors, LLC | 2,736 | $703.1K | 0.07% | −930−25.4% | Reduced |
| Cranbrook Wealth Management, LLC | 2,726 | $700.6K | 0.14% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,717 | $698.3K | 0.05% | +180+7.1% | Added |
| VeraBank, N.A. | 2,713 | $697.2K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,710 | $696.4K | 0.22% | 00.0% | Unchanged |
| Everett Harris & Co | 2,709 | $696.2K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 2,705 | $695.0K | 0.17% | +134+5.2% | Added |
| Cito Capital Group, LLC | 2,700 | $694.0K | 0.20% | −4,000−59.7% | Reduced |
| Sym Financial Corp | 2,697 | $693.0K | 0.07% | +53+2.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,680 | $688.7K | 0.12% | +194+7.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,679 | $688.6K | 0.02% | +1,169+77.4% | Added |
| Harrell Investment Partners, LLC | 2,677 | $688.0K | 0.16% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,661 | $683.9K | 0.03% | −14−0.5% | Reduced |
| Park National Corp | 2,660 | $683.6K | 0.02% | +2,660 | New |
| Crewe Advisors LLC | 2,659 | $683.3K | 0.06% | +29+1.1% | Added |
| Fox Run Management, L.L.C. | 2,657 | $682.8K | 0.11% | +2,657 | New |
| Valmark Advisers, Inc. | 2,650 | $681.1K | 0.01% | +25+1.0% | Added |
| Harbour Investments, Inc. | 2,642 | $678.8K | 0.01% | +667+33.8% | Added |
| 49 Wealth Management, LLC | 2,641 | $678.8K | 0.06% | −252−8.7% | Reduced |
| International Assets Investment Management, LLC | 2,617 | $672.7K | 0.05% | −71−2.6% | Reduced |
| Jessup Wealth Management, Inc | 2,606 | $669.7K | 0.22% | −46−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 2,596 | $667.0K | 0.07% | −162−5.9% | Reduced |
| Principle Wealth Partners LLC | 2,590 | $665.7K | 0.04% | +518+25.0% | Added |
| Lewis Asset Management, LLC | 2,574 | $661.6K | 0.27% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,568 | $660.0K | 0.08% | +43+1.7% | Added |
| Capital Management Associates, Inc | 2,744 | $658.9K | 0.15% | +3+0.1% | Added |
| Crawford Investment Counsel Inc | 2,563 | $658.7K | 0.01% | +515+25.1% | Added |
| Buckhead Capital Management LLC | 2,561 | $658.2K | 0.24% | 00.0% | Unchanged |
| CSS LLC | 2,560 | $657.9K | 0.04% | −3,070−54.5% | Reduced |
| Schrum Private Wealth Management LLC | 2,557 | $657.1K | 0.49% | −243−8.7% | Reduced |
| Somerset Trust Co | 2,550 | $655.3K | 0.20% | −20−0.8% | Reduced |
| Martin Capital Advisors, LLP | 2,543 | $653.7K | 0.38% | +125+5.2% | Added |
| BridgePort Financial Solutions, LLC | 2,532 | $650.7K | 0.17% | −26−1.0% | Reduced |
| Studio Investment Management LLC | 2,525 | $648.9K | 0.12% | −181−6.7% | Reduced |
| Tower Bridge Advisors | 2,518 | $647.1K | 0.07% | −1,100−30.4% | Reduced |
| Insight 2811, Inc. | 2,517 | $646.8K | 0.29% | −8−0.3% | Reduced |
| Corient IA LLC | 2,500 | $642.5K | 0.60% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,500 | $642.5K | 0.12% | +158+6.7% | Added |
| PCG Asset Management, LLC | 2,485 | $641.1K | 0.51% | −150−5.7% | Reduced |
| Income Insurance Ltd | 2,494 | $640.9K | 0.42% | +2,494 | New |
| B&L Asset Management LLC | 2,485 | $638.6K | 0.29% | +141+6.0% | Added |
| Sivia Capital Partners, LLC | 2,483 | $638.2K | 0.13% | −17−0.7% | Reduced |
| Simon Quick Advisors, LLC | 2,480 | $637.3K | 0.03% | +233+10.4% | Added |
| AGH Wealth Advisors, LLC | 2,464 | $633.2K | 0.48% | +147+6.3% | Added |
| Souders Financial Advisors | 2,445 | $628.3K | 0.07% | +1,248+104.3% | Added |
| Regal Investment Advisors LLC | 2,441 | $627.4K | 0.04% | +2,441 | New |
| Leuthold Group, LLC | 2,438 | $626.5K | 0.07% | +27+1.1% | Added |
| Resonant Capital Advisors, LLC | 2,435 | $625.8K | 0.03% | +70+3.0% | Added |
| Haven Private, LLC | 2,434 | $625.5K | 0.27% | +151+6.6% | Added |
| Princeton Global Asset Management LLC | 2,433 | $625.3K | 0.10% | +1,884+343.2% | Added |
| Cromwell Holdings LLC | 2,432 | $625.0K | 0.34% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,421 | $622.2K | 0.07% | −5−0.2% | Reduced |
| Vaughan David Investments LLC | 2,418 | $621.0K | 0.01% | −2−0.1% | Reduced |
| Advus Financial Partners, LLC | 2,415 | $620.6K | 0.15% | +14+0.6% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,411 | $619.6K | 0.13% | −482−16.7% | Reduced |
| Versant Capital Management, Inc | 2,406 | $618.3K | 0.08% | +23+1.0% | Added |
| MJP Associates Inc | 2,404 | $617.9K | 0.08% | −420−14.9% | Reduced |
| Clear Street Markets LLC | 2,397 | $616.0K | 0.11% | +2,127+787.8% | Added |
| Gallacher Capital Management LLC | 2,396 | $615.8K | 0.24% | −21−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,396 | $615.7K | 0.02% | +368+18.1% | Added |
| Forza Wealth Management, LLC | 2,392 | $614.7K | 0.22% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,386 | $613.4K | 0.05% | −386−13.9% | Reduced |
| Banque Transatlantique SA | 2,382 | $612.7K | 0.01% | +2,382 | New |
| MV Capital Management, Inc. | 2,382 | $612.2K | 0.06% | +4+0.2% | Added |
| Thoroughbred Financial Services, LLC | 2,374 | $610.0K | 0.04% | −9−0.4% | Reduced |
| Mengis Capital Management, Inc. | 2,371 | $609.4K | 0.11% | −100−4.0% | Reduced |
| Thomasville National Bank | 2,367 | $608.3K | 0.04% | −303−11.3% | Reduced |
| Summit Wealth Group LLC | 2,359 | $606.2K | 0.08% | −3,426−59.2% | Reduced |
| Onefund, LLC | 2,355 | $605.2K | 0.36% | +130+5.8% | Added |
| Expressive Wealth LLC | 2,332 | $599.3K | 0.65% | +2,332 | New |
| Abel Hall, LLC | 2,328 | $598.3K | 0.14% | +2,328 | New |
| Wall Street Financial Group, Inc. | 2,326 | $597.8K | 0.44% | +176+8.2% | Added |
| Grant Private Wealth Management Inc | 2,318 | $595.7K | 0.36% | −5−0.2% | Reduced |
| Daviman Financial, LLC | 2,310 | $593.7K | 0.35% | +2,310 | New |
| DLK Investment Management, LLC | 2,308 | $593.1K | 0.22% | −37−1.6% | Reduced |
| One Wealth Advisors, LLC | 2,308 | $593.1K | 0.07% | +939+68.6% | Added |
| First Heartland Consultants, Inc. | 2,308 | $593.0K | 0.04% | −84−3.5% | Reduced |
| Laurion Capital Management LP | 2,300 | $591.1K | 0.04% | −9,300−80.2% | Reduced |
| Affinity Investment Advisors, LLC | 2,298 | $590.6K | 0.39% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,296 | $590.0K | 0.08% | −1,748−43.2% | Reduced |
| 1st Source Bank | 2,295 | $589.8K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,293 | $589.3K | 0.01% | +2,293 | New |
| Opes Wealth Management LLC | 2,292 | $589.0K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 2,291 | $588.8K | 0.37% | +8+0.4% | Added |
| Midwest Financial Group LLC | 2,278 | $585.5K | 0.26% | +5+0.2% | Added |
| Aviso Financial Inc. | 2,267 | $582.6K | 0.02% | +2,261+37,683.3% | Added |
| Signal Advisors Wealth, LLC | 2,258 | $580.4K | 0.05% | +763+51.0% | Added |
| Pictet & Cie (Europe) SA | 2,261 | $578.7K | 0.01% | +80+3.7% | Added |
| Kaizen Financial Strategies | 2,243 | $576.5K | 0.25% | −326−12.7% | Reduced |
| Capital Advantage, Inc. | 2,243 | $576.5K | 0.08% | −188−7.7% | Reduced |
| Trust Co of Kansas | 2,236 | $575.0K | 0.26% | −395−15.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,232 | $573.6K | 0.04% | −166−6.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,717 | $571.3K | 0.01% | +92+5.7% | Added |