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 3 sales; 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 799,470 | $205.5M | 0.57% | +31,252+4.1% | Added |
| Stifel Financial Corp | 786,310 | $202.1M | 0.18% | −76,826−8.9% | Reduced |
| Flossbach Von Storch AG | 741,520 | $190.6M | 0.76% | −1,666,944−69.2% | Reduced |
| Employees Provident Fund Board | 735,281 | $189.0M | 1.39% | −211,500−22.3% | Reduced |
| Nomura Asset Management Co Ltd | 728,645 | $187.3M | 0.47% | +208,999+40.2% | Added |
| DekaBank Deutsche Girozentrale | 816,742 | $183.2M | 0.34% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 712,005 | $183.0M | 0.28% | −8,079−1.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 701,414 | $180.3M | 1.11% | −387,258−35.6% | Reduced |
| State Board of Administration of Florida Retirement System | 698,516 | $179.5M | 0.32% | −17,891−2.5% | Reduced |
| Jane Street Group, LLC | 696,641 | $179.0M | 0.21% | +546,998+365.5% | Added |
| Aviva PLC | 695,740 | $178.8M | 0.30% | +35,632+5.4% | Added |
| Natixis Advisors, L.P. | 692,471 | $178.0M | 0.25% | −264,915−27.7% | Reduced |
| Korea Investment CORP | 683,745 | $175.7M | 0.35% | +45,138+7.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 676,245 | $173.8M | 2.41% | +676,245 | New |
| Balyasny Asset Management LLC | 645,515 | $165.9M | 0.31% | +461,165+250.2% | Added |
| Adage Capital Partners GP, L.L.C. | 641,726 | $164.9M | 0.25% | −28,000−4.2% | Reduced |
| New York State Teachers Retirement System | 626,062 | $160.9M | 0.31% | −23,208−3.6% | Reduced |
| Schroder Investment Management Group | 603,543 | $156.9M | 0.12% | +177,570+41.7% | Added |
| Maj Invest Holding A/S | 607,843 | $156.2M | 7.27% | −576,981−48.7% | Reduced |
| Creative Planning | 606,135 | $155.8M | 0.11% | +43,760+7.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 595,992 | $153.3M | 0.23% | −125,816−17.4% | Reduced |
| US Bancorp | 593,397 | $152.5M | 0.18% | −24,643−4.0% | Reduced |
| Nomura Asset Management International Inc. | 568,095 | $146.0M | 0.22% | +568,095 | New |
| Colony Group, LLC | 565,405 | $143.3M | 0.16% | +443,868+365.2% | Added |
| Royal London Asset Management Ltd | 539,866 | $138.7M | 0.29% | −1,841−0.3% | Reduced |
| Value Aligned Research Advisors, LLC | 538,231 | $138.3M | 2.83% | +290,262+117.1% | Added |
| Storebrand Asset Management AS | 514,786 | $132.3M | 0.36% | −109,340−17.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 514,000 | $132.1M | 1.14% | +254,000+97.7% | Added |
| Lazard Freres Gestion S.A.S. | 512,245 | $131.6M | 2.37% | −61,721−10.8% | Reduced |
| AQR Capital Management LLC | 511,733 | $131.5M | 0.07% | −33,731−6.2% | Reduced |
| Prudential Financial Inc | 509,857 | $131.0M | 0.16% | +497+0.1% | Added |
| CapitalatWork S.A. | 509,104 | $130.8M | 3.99% | −309,397−37.8% | Reduced |
| Voya Investment Management LLC | 499,410 | $128.3M | 0.13% | +282,721+130.5% | Added |
| The PNC Financial Services Group, Inc. | 498,238 | $128.0M | 0.07% | +3,463+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 494,004 | $127.0M | 0.08% | −31,151−5.9% | Reduced |
| SEI Investments Co | 490,455 | $126.0M | 0.12% | +50,281+11.4% | Added |
| Nissay Asset Management Corp | 487,022 | $125.2M | 0.65% | +188,116+62.9% | Added |
| Treasurer of the State of North Carolina | 486,879 | $125.1M | 0.40% | −39,275−7.5% | Reduced |
| Guggenheim Capital LLC | 485,027 | $124.6M | 0.91% | −23,649−4.6% | Reduced |
| Mackenzie Financial Corp | 478,256 | $124.1M | 0.15% | +225,981+89.6% | Added |
| Ofi Invest Asset Management | 565,278 | $123.9M | 1.77% | +547,699+3,115.6% | Added |
| BCV Asset Management Inc. | 295,692 | $123.6M | 3.13% | +295,692 | New |
| Fort Washington Investment Advisors Inc | 478,442 | $123.0M | 0.65% | −425−0.1% | Reduced |
| Fifth Third Bancorp | 478,125 | $122.9M | 0.39% | −676−0.1% | Reduced |
| Bridgewater Associates, LP | 477,577 | $122.7M | 0.45% | +14,074+3.0% | Added |
| Point72 Asset Management, L.P. | 477,100 | $122.6M | 0.19% | −73,535−13.4% | Reduced |
| Argent Capital Management LLC | 473,227 | $121.6M | 3.45% | −18,865−3.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 465,327 | $121.0M | 0.34% | +465,327 | New |
| Vontobel Holding Ltd. | 470,289 | $120.9M | 0.40% | −104,773−18.2% | Reduced |
| Rockefeller Capital Management L.P. | 468,008 | $120.3M | 0.22% | −74,714−13.8% | Reduced |
| KBC Group NV | 467,937 | $120.3M | 0.27% | −196,455−29.6% | Reduced |
| Retirement Systems of Alabama | 467,833 | $120.2M | 0.39% | −1,714−0.4% | Reduced |
| Glenmede Trust Co NA | 465,879 | $119.7M | 0.57% | +465,879 | New |
| HighTower Advisors, LLC | 460,161 | $118.3M | 0.13% | −2,659−0.6% | Reduced |
| UniSuper Management Pty Ltd | 458,395 | $117.8M | 0.71% | +86,799+23.4% | Added |
| Fisher Asset Management, LLC | 455,077 | $117.0M | 0.04% | +179,260+65.0% | Added |
| Qube Research & Technologies Ltd | 450,457 | $115.8M | 0.17% | +450,457 | New |
| Danske Bank A/S | 449,218 | $115.4M | 0.27% | −6,042−1.3% | Reduced |
| NEOS Investment Management LLC | 445,107 | $114.4M | 0.66% | +103,780+30.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 444,775 | $114.3M | 0.27% | −208,308−31.9% | Reduced |
| SG Americas Securities, LLC | 440,993 | $113.3M | 0.15% | +417,665+1,790.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 439,657 | $113.0M | 0.31% | −6,795−1.5% | Reduced |
| Public Sector Pension Investment Board | 437,855 | $112.5M | 0.38% | −291,757−40.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 435,838 | $112.0M | 0.99% | −42,619−8.9% | Reduced |
| Wellington Management Group LLP | 430,971 | $110.8M | 0.02% | +361,519+520.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 422,183 | $108.5M | 0.23% | +110,581+35.5% | Added |
| Toronto Dominion Bank | 421,839 | $108.4M | 0.19% | +55,925+15.3% | Added |
| Capital Advisors Inc | 437,234 | $107.7M | 1.73% | +31,869+7.9% | Added |
| State of Wisconsin Investment Board | 418,007 | $107.4M | 0.24% | −10,904−2.5% | Reduced |
| Natixis | 417,280 | $107.2M | 0.42% | +223,880+115.8% | Added |
| Schonfeld Strategic Advisors LLC | 413,382 | $106.2M | 0.53% | +44,993+12.2% | Added |
| Analog Century Management LP | 404,442 | $103.9M | 5.11% | +89,364+28.4% | Added |
| Cornerstone Investment Partners, LLC | 401,889 | $103.3M | 4.00% | +21,395+5.6% | Added |
| Raiffeisen Bank International AG | 397,034 | $103.2M | 1.33% | −227,086−36.4% | Reduced |
| Boston Trust Walden Corp | 401,227 | $103.1M | 0.78% | −71,670−15.2% | Reduced |
| Quantinno Capital Management LP | 393,833 | $101.2M | 0.20% | +112,875+40.2% | Added |
| APG Asset Management N.V. | 448,342 | $98.1M | 0.28% | −38,058−7.8% | Reduced |
| Assetmark, Inc | 376,513 | $96.8M | 0.20% | +32,136+9.3% | Added |
| State of Tennessee, Treasury Department | 299,164 | $96.4M | 0.31% | +11,635+4.0% | Added |
| Manning & Napier Advisors LLC | 369,963 | $96.2M | 1.25% | +369,812+244,908.6% | Added |
| Arrowstreet Capital, Limited Partnership | 373,444 | $96.0M | 0.06% | +112,482+43.1% | Added |
| D. E. Shaw & Co., Inc. | 361,411 | $92.9M | 0.07% | +90,067+33.2% | Added |
| CI Private Wealth, LLC | 358,395 | $92.2M | 0.13% | +29,186+8.9% | Added |
| Public Employees Retirement System of Ohio | 356,020 | $91.5M | 0.29% | +341+0.1% | Added |
| Rokos Capital Management LLP | 354,754 | $91.2M | 1.34% | +349,310+6,416.4% | Added |
| KLP Kapitalforvaltning AS | 353,341 | $90.8M | 0.35% | −15,600−4.2% | Reduced |
| Walleye Capital LLC | 350,580 | $90.1M | 0.51% | +276,178+371.2% | Added |
| Asset Management One Co.,Ltd. | 342,363 | $90.0M | 0.25% | −2,789−0.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 347,026 | $89.2M | 0.28% | +347,026 | New |
| Tocqueville Asset Management L.P. | 346,012 | $88.9M | 1.30% | −6,723−1.9% | Reduced |
| Man Group plc | 341,742 | $87.8M | 0.17% | +76,870+29.0% | Added |
| CIBC Asset Management Inc | 339,605 | $87.2M | 0.21% | −9,356−2.7% | Reduced |
| XN LP | 336,900 | $86.6M | 2.43% | 00.0% | Unchanged |
| Junto Capital Management LP | 334,508 | $86.0M | 1.92% | +82,612+32.8% | Added |
| Lazard Asset Management LLC | 332,302 | $85.4M | 0.14% | −2,551,463−88.5% | Reduced |
| Whittier Trust Co | 288,194 | $85.3M | 0.92% | −41,224−12.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 331,922 | $85.3M | 3.07% | +331,922 | New |
| Abn Amro Investment Solutions | 328,886 | $84.5M | 1.25% | +11,638+3.7% | Added |
| Bristol Gate Capital Partners Inc. | 323,970 | $83.3M | 4.80% | −93,489−22.4% | Reduced |
| STRS Ohio | 321,608 | $82.7M | 0.31% | −7,321−2.2% | Reduced |