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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
Strategic Advocates LLC2,196$570.8K0.15%00.0%Unchanged
Gemmer Asset Management LLC2,219$570.3K0.04%−39−1.7%Reduced
Grant Street Asset Management, Inc.2,218$570.0K0.11%+63+2.9%Added
Voleon Capital Management LP2,215$569.2K0.01%−48,947−95.7%Reduced
Birchcreek Wealth Management, LLC2,213$568.7K0.28%00.0%Unchanged
Hoxton Planning & Management, LLC2,208$567.4K0.17%+31+1.4%Added
South Shore Capital Advisors2,202$565.8K0.41%+2,202New
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,200$565.4K0.00%00.0%Unchanged
GLOBALT Investments LLC2,200$565.4K0.02%00.0%Unchanged
Financial Advisors Network, Inc.2,193$563.6K0.08%+57+2.7%Added
Kelly Financial Services LLC2,192$563.4K0.14%+2,192New
waypoint wealth counsel2,189$562.6K0.21%+18+0.8%Added
ProCore Advisors, LLC2,186$561.8K0.58%+2,186New
Meadowbrook Advisors Group, LLC2,185$561.5K0.31%+2,185New
CVA Family Office, LLC2,180$560.3K0.06%+11+0.5%Added
4WEALTH Advisors, Inc.2,180$560.1K0.49%−1,990−47.7%Reduced
Foster Group, Inc.2,178$559.7K0.02%−19−0.9%Reduced
Kerr Financial Planning Corp1,861$559.5K0.76%+1+0.1%Added
AdvisorNet Financial, Inc2,174$558.8K0.03%−143−6.2%Reduced
Madison Wealth Partners, Inc2,168$557.2K0.10%+24+1.1%Added
Covenant Partners, LLC2,167$556.9K0.16%00.0%Unchanged
KLCM Advisors, Inc.2,166$556.7K0.05%00.0%Unchanged
JMN Financial LLC2,166$556.6K0.55%+2,166New
Bond & Devick Financial Network, Inc.2,164$556.1K0.16%00.0%Unchanged
Selective Wealth Management, Inc.1,737$554.2K0.17%−19−1.1%Reduced
Mezzasalma Advisors, LLC2,060$553.9K0.13%00.0%Unchanged
Fortitude Advisory Group L.L.C.2,151$552.8K0.23%00.0%Unchanged
Addison Capital Co2,150$552.4K0.14%+10.0%Added
Dymon Asia Capital (Singapore) Pte. Ltd.2,145$551.2K0.12%+2,145New
Cascade Investment Group, Inc.2,144$551.0K0.37%00.0%Unchanged
Running Point Capital Advisors, LLC2,135$548.7K0.15%00.0%Unchanged
Founders Financial Alliance, LLC2,134$548.4K0.10%−62−2.8%Reduced
United Community Bank2,119$544.6K0.21%−3,452−62.0%Reduced
Alhambra Investment Partners LLC2,119$544.6K0.25%−321−13.2%Reduced
Entelevest, LLC2,117$544.0K0.56%+2,117New
Prota Financial, LLC2,107$541.5K0.39%+2,107New
Associated Banc-Corp2,106$541.2K0.01%00.0%Unchanged
JM2 Capital Inc.2,104$540.6K0.43%+2,104New
Wellington-Altus USA Inc.2,102$540.2K0.40%+2,102New
Balboa Wealth Partners2,101$540.0K0.09%−453−17.7%Reduced
Silver Oak Securities, Inc2,077$539.8K0.04%+179+9.4%Added
Independence Wealth Advisors, LLC2,097$538.9K0.30%+2,097New
O'Rourke & Company, Inc2,092$537.7K0.21%00.0%Unchanged
Corps Capital Advisors, LLC2,089$536.9K0.56%+2,089New
DRW Securities, LLC2,088$536.0K0.04%−299−12.5%Reduced
Stanley-Laman Group, Ltd.2,085$535.8K0.07%+13+0.6%Added
West Family Investments, Inc.2,084$535.6K0.13%−153−6.8%Reduced
Worth Financial Advisory Group, LLC2,084$535.6K0.26%+20+1.0%Added
Wealth Group, Ltd.2,077$534.0K0.52%+2,077New
RAM Investment Partners, LLC2,070$532.0K0.10%−288−12.2%Reduced
Prakash Investment Advisors LLC2,070$532.0K0.40%00.0%Unchanged
Versor Investments LP2,067$531.2K0.08%−1,433−40.9%Reduced
Spinnaker Investment Group, LLC2,065$530.7K0.10%−225−9.8%Reduced
Heck Capital Advisors, LLC2,064$530.4K0.04%+4+0.2%Added
Aviso Wealth Management2,063$530.4K0.22%+16+0.8%Added
Veridan Wealth LLC2,062$529.9K0.18%+4+0.2%Added
Mraz, Amerine & Associates, Inc.2,055$528.1K0.08%−410−16.6%Reduced
Pinnacle Bancorp, Inc.2,055$528.1K0.15%−8−0.4%Reduced
Intesa Sanpaolo Wealth Management2,046$525.8K0.11%+2,046New
Capital Advisors, Ltd. LLC2,035$523.0K0.06%+27+1.3%Added
Telos Capital Management, Inc.2,029$521.4K0.05%−265−11.6%Reduced
KWB Wealth2,029$521.4K0.05%+255+14.4%Added
Union Savings Bank2,027$520.9K0.23%+2,027New
Sentry Investment Management LLC2,023$520.0K0.34%00.0%Unchanged
Walker Asset Management, LLC2,017$518.3K0.28%+4+0.2%Added
ARS Wealth Advisors Group, LLC2,015$517.8K0.05%00.0%Unchanged
QTR Family Wealth, LLC1,573$517.6K0.23%+41+2.7%Added
Platform Technology Partners2,009$516.2K0.11%+58+3.0%Added
Ignite Planners, LLC1,601$516.0K0.08%−425−21.0%Reduced
Twin Peaks Wealth Advisors, LLC1,560$515.7K0.15%+128+8.9%Added
Milestones Private Investment Advisors LLC2,006$515.5K0.35%00.0%Unchanged
Orca Wealth Management, LLC1,596$514.7K0.37%−90−5.3%Reduced
Fortress Wealth Group, LLC1,597$514.6K0.20%+2+0.1%Added
Paradigm Capital Management Inc2,000$514.0K0.02%00.0%Unchanged
Blue Rock Wealth Management LLC2,000$514.0K0.32%00.0%Unchanged
Consolidated Capital Management, LLC2,000$514.0K0.16%+1,000+100.0%Added
Ariadne Wealth Management, LP1,562$512.9K0.21%+197+14.4%Added
Up Strategic Wealth Investment Advisors LLC1,590$512.8K0.37%00.0%Unchanged
Range Financial Group LLC1,982$509.4K0.18%+7+0.4%Added
Camden National Bank1,980$508.8K0.07%−24−1.2%Reduced
Syverson Strege & Co1,978$508.4K0.12%+105+5.6%Added
Fulton Breakefield Broenniman LLC1,973$507.0K0.03%+13+0.7%Added
Impact Capital Partners LLC1,972$506.8K0.15%−39−1.9%Reduced
Private Advisory Group LLC1,971$506.5K0.04%+343+21.1%Added
Papp L Roy & Associates1,970$506.3K0.06%−162−7.6%Reduced
Darden Wealth Group Inc1,970$506.3K0.25%00.0%Unchanged
Alteri Wealth LLC1,969$505.9K0.16%+123+6.7%Added
Wolff Financial Management LLC1,965$505.0K0.11%00.0%Unchanged
Uhlmann Price Securities, LLC1,953$501.8K0.30%00.0%Unchanged
Addison Advisors LLC1,948$500.6K0.11%+9+0.5%Added
WFA of San Diego, LLC1,941$498.8K0.37%−27−1.4%Reduced
Terry L. Blaker1,941$498.8K0.02%00.0%Unchanged
Clay Northam Wealth Management, LLC1,924$494.4K0.27%−100−4.9%Reduced
McAdam, LLC1,920$493.5K0.02%+243+14.5%Added
Welch Group, LLC1,918$492.9K0.02%+177+10.2%Added
Beacon Financial Group1,918$492.9K0.05%+145+8.2%Added
Warther Private Wealth, LLC1,908$490.3K0.12%+28+1.5%Added
EJMK Ventures LLC1,908$490.3K0.30%+1,908New
Strategic Wealth Partners, Ltd.1,897$487.6K0.03%−258−12.0%Reduced
Armis Advisers, LLC1,359$485.1K0.05%−903−39.9%Reduced