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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
T. Rowe Price Investment Management, Inc.1,602$412.0K0.00%−2,359−59.6%Reduced
Orleans Capital Management Corp1,600$411.2K0.26%−230−12.6%Reduced
Libra Wealth LLC1,600$411.2K0.12%00.0%Unchanged
Payden & Rygel1,600$411.0K0.03%00.0%Unchanged
R. W. Roge & Company, Inc.1,602$411.0K0.20%+8+0.5%Added
World Equity Group, Inc.1,599$410.9K0.11%+1,599New
Private Wealth Asset Management, LLC1,598$410.6K0.04%+332+26.2%Added
Wellington Grp LLC1,596$410.2K0.14%+1,596New
Planned Solutions, Inc.1,592$409.1K0.13%00.0%Unchanged
Narus Financial Partners, LLC1,592$409.1K0.11%+51+3.3%Added
Tritonpoint Wealth, LLC1,587$407.8K0.04%−106−6.3%Reduced
Quantum Private Wealth, LLC1,586$407.6K0.12%00.0%Unchanged
Strive Financial Group ,LLC1,582$406.6K0.22%+1,582New
Piedmont Capital Management, LLC1,578$405.5K0.27%+1,578New
Hapanowicz & Associates Financial Services, Inc1,577$405.3K0.16%00.0%Unchanged
Element Wealth, LLC1,576$405.0K0.17%+1,576New
Hodges Capital Management Inc.1,575$404.8K0.03%−25−1.6%Reduced
Chapin Davis, Inc.1,572$404.0K0.09%−9−0.6%Reduced
West Michigan Advisors, LLC1,570$403.5K0.09%−112−6.7%Reduced
Eagle Strategies LLC1,568$403.1K0.05%−64−3.9%Reduced
Pension & Wealth Management Advisors, Inc.1,567$402.8K0.12%−43−2.7%Reduced
BankChampaign, National Association1,564$401.9K0.40%+1,564New
Alliance Wealth Advisors, LLC1,563$401.7K0.19%+54+3.6%Added
Breakwater Capital Group1,562$401.4K0.06%00.0%Unchanged
Wedge Capital Management L L P1,561$401.2K0.01%−55−3.4%Reduced
Lee Danner & Bass Inc1,558$400.3K0.03%00.0%Unchanged
Strategic Blueprint, LLC1,558$400.3K0.02%−2−0.1%Reduced
Sunburst Financial Group, LLC1,553$399.0K0.08%+1+0.1%Added
Manchester Capital Management LLC1,552$398.8K0.05%+633+68.9%Added
Builder Investment Group Inc1,550$398.3K0.09%00.0%Unchanged
Alphadyne Asset Management LP1,540$395.8K0.04%+1,540New
SJS Investment Consulting Inc.1,533$394.0K0.05%+26+1.7%Added
Keyvantage Wealth, LLC1,530$393.2K0.17%−52−3.3%Reduced
Capital Analysts, LLC1,530$393.0K0.01%−854−35.8%Reduced
Oarsman Capital, Inc.1,529$392.9K0.05%−52−3.3%Reduced
Basepoint Wealth LLC1,526$392.2K0.24%+2+0.1%Added
Monetary Management Group Inc1,525$391.9K0.09%00.0%Unchanged
Keystone Financial Group1,523$391.5K0.03%+531+53.5%Added
Mainstream Capital Management LLC1,518$390.1K0.26%−130−7.9%Reduced
Allen Capital Group, LLC1,514$389.1K0.04%+236+18.5%Added
Paradigm Capital Management, LLC1,515$389.0K0.36%−22−1.4%Reduced
Capital Advisors Wealth Management, LLC1,503$386.2K0.05%−330−18.0%Reduced
Jacobsen Capital Management1,500$385.5K0.13%−16−1.1%Reduced
LeConte Wealth Management, LLC1,496$384.4K0.25%+166+12.5%Added
Signet Private Wealth LLC1,495$384.1K0.37%+1,495New
Heritage Trust Co1,493$383.7K0.04%+136+10.0%Added
Trinity Legacy Partners, LLC1,490$383.0K0.09%−8−0.5%Reduced
Sustainable Insight Capital Management, LLC1,490$382.9K0.13%−200−11.8%Reduced
Berger Financial Group, Inc1,489$382.6K0.02%−115−7.2%Reduced
Warm Springs Advisors Inc.1,487$382.1K0.30%00.0%Unchanged
Allen Investment Management LLC1,483$381.1K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC1,480$380.3K0.06%00.0%Unchanged
QVR LLC1,479$380.1K0.27%+1,479New
Larry Mathis Financial Planning, LLC1,478$379.8K0.34%+1,478New
West Wealth Group, LLC1,477$379.7K0.08%−18−1.2%Reduced
Verde Capital Management1,472$378.2K0.08%−141−8.7%Reduced
Mainstay Capital Management LLC1,470$377.8K0.03%+29+2.0%Added
Farmers & Merchants Investments Inc1,469$377.5K0.01%−100−6.4%Reduced
Warwick Investment Management, Inc.1,460$375.2K0.06%+49+3.5%Added
Bollard Group LLC1,458$375.0K0.01%+1,458New
Apella Capital, LLC1,454$373.8K0.01%−30−2.0%Reduced
Prentice Wealth Management LLC1,453$373.4K0.09%+188+14.9%Added
Encompass Wealth Advisors, LLC1,451$372.8K0.13%−150−9.4%Reduced
Transcendent Capital Group LLC1,449$372.4K0.17%00.0%Unchanged
Professional Financial Advisors, LLC1,446$371.6K0.08%+2+0.1%Added
Centric Wealth Management1,128$370.4K0.08%−2−0.2%Reduced
Greenberg Financial Group1,440$370.1K0.15%+1,440New
Cambria Investment Management, L.P.1,439$369.8K0.02%+1,439New
Newbridge Financial Services Group, Inc.1,435$368.9K0.06%−73−4.8%Reduced
Perennial Investment Advisors, LLC1,429$367.3K0.03%+105+7.9%Added
Sovereign Financial Group, Inc.1,429$367.2K0.07%+80+5.9%Added
ESG Planning1,428$367.1K0.16%+2+0.1%Added
RKL Wealth Management LLC1,427$366.8K0.03%+110+8.4%Added
Home Federal Bank of Tennessee1,425$366.2K0.10%00.0%Unchanged
Jackson Hole Capital Partners, LLC1,424$366.1K0.06%−40−2.7%Reduced
D.B. Root & Company, LLC1,421$365.2K0.09%+332+30.5%Added
Vantus Wealth LLC1,421$365.2K0.27%+1,421New
BetterWealth, LLC1,419$364.7K0.08%−18−1.3%Reduced
Ewa, LLC1,418$364.5K0.09%+277+24.3%Added
Vanguard Capital Wealth Advisors1,408$361.8K0.29%−1,442−50.6%Reduced
Financial Insights, Inc.1,407$361.6K0.12%+157+12.6%Added
McDonald Partners LLC1,405$361.1K0.11%00.0%Unchanged
Hyposwiss Advisors SA1,405$361.1K0.35%+1,405New
Reston Wealth Management LLC1,404$360.9K0.11%+57+4.2%Added
Traveka Wealth, LLC1,404$360.7K0.15%+36+2.6%Added
Center For Asset Management LLC1,401$360.1K0.19%−252−15.2%Reduced
Creative Financial Designs Inc1,397$359.0K0.02%+2+0.1%Added
Mesirow Financial Investment Management, Inc.1,394$358.4K0.01%−1,528−52.3%Reduced
Dash Acquisitions Inc.1,200$357.1K0.07%00.0%Unchanged
Maridea Wealth Management LLC1,387$356.4K0.05%−182−11.6%Reduced
MTM Investment Management, LLC1,383$355.4K0.11%00.0%Unchanged
Fi3 FINANCIAL ADVISORS, LLC1,382$355.2K0.11%+1,382New
Murphy Pohlad Asset Management LLC1,380$354.6K0.14%−145−9.5%Reduced
CFO4Life Group, LLC1,378$354.1K0.05%−35−2.5%Reduced
WealthShield Partners, LLC1,372$352.6K0.04%−12−0.9%Reduced
Centurion Wealth Management LLC1,370$352.0K0.08%+46+3.5%Added
Laffer Tengler Investments1,366$351.0K0.05%+1,366New
TRUE Private Wealth Advisors1,361$349.8K0.04%+290+27.1%Added
Dixon Fnancial Services, Inc.1,356$348.5K0.15%−7−0.5%Reduced
Northstar Group, Inc.1,355$348.2K0.05%00.0%Unchanged