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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
2,644
+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
842 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: 2,644 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 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 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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
Harbor Advisory Corp1,150$295.5K0.09%00.0%Unchanged
Van Hulzen Asset Management, LLC1,149$295.3K0.02%−150−11.5%Reduced
Adalta Capital Management LLC1,145$294.3K0.13%00.0%Unchanged
WealthBridge Capital Management, LLC1,139$292.7K0.07%+1,139New
Corecam AG1,138$292.5K0.29%+1,138New
Redwood Financial Network Corp1,137$292.2K0.19%−31−2.7%Reduced
Webster Bank, N. A.1,137$292.2K0.03%00.0%Unchanged
Hudson Value Partners, LLC1,120$291.2K0.09%00.0%Unchanged
Oder Investment Management, LLC1,133$291.1K0.21%+1+0.1%Added
Harbor Investment Advisory, LLC1,132$291.0K0.02%+313+38.2%Added
Stonebrook Private Inc.1,132$291.0K0.06%+150+15.3%Added
Delta Asset Management LLC1,130$290.5K0.02%00.0%Unchanged
Precedent Wealth Partners, LLC1,127$289.6K0.06%−12−1.1%Reduced
Peterson Wealth Services1,126$289.3K0.07%+1,116+11,160.0%Added
Seldon Capital LP1,125$289.1K0.10%00.0%Unchanged
Veracity Capital LLC1,124$289.0K0.09%+8+0.7%Added
DV Equities, LLC1,124$288.9K0.05%+1,124New
Cary Street Partner Investment Advisory LLC1,123$288.6K0.08%+145+14.8%Added
Pines Wealth Management, LLC1,121$288.1K0.09%+1,121New
Berbice Capital Management LLC1,120$287.8K0.17%00.0%Unchanged
Ellenbecker Investment Group1,113$286.2K0.04%+2+0.2%Added
Financial Partners Group, Inc888$286.2K0.03%+888New
Beacon Financial Advisory LLC1,113$286.1K0.07%+89+8.7%Added
First National Advisers, LLC1,112$285.8K0.04%+4+0.4%Added
Austin Private Wealth, LLC1,110$285.3K0.02%−572−34.0%Reduced
Lantz Financial LLC1,110$285.3K0.06%−109−8.9%Reduced
Sanchez Wealth Management Group1,110$285.3K0.06%00.0%Unchanged
F/M Investments LLC1,109$285.0K0.01%+1,109New
American Institute for Advanced Investment Management, LLP1,108$284.7K0.18%00.0%Unchanged
MBL Wealth, LLC1,108$284.7K0.02%−11−1.0%Reduced
Navellier & Associates Inc1,106$284.3K0.03%+2+0.2%Added
Satovsky Asset Management LLC1,105$283.9K0.06%+2+0.2%Added
Sculati Wealth Management, LLC1,100$282.7K0.10%00.0%Unchanged
S Harris Financial Group, LLC1,100$282.7K0.27%+1,100New
LRI Investments, LLC1,099$282.5K0.02%+439+66.5%Added
Stonebridge Financial Group, LLC1,099$282.4K0.24%+1,099New
Verum Partners LLC1,094$281.2K0.06%+49+4.7%Added
Hills Bank & Trust Co1,094$281.1K0.02%+395+56.5%Added
Glen Eagle Advisors, LLC1,091$280.4K0.04%−51−4.5%Reduced
Jaffetilchin Investment Partners, LLC1,087$279.3K0.02%+28+2.6%Added
Private Management Group Inc1,084$278.6K0.01%00.0%Unchanged
Bath Savings Trust Co1,084$278.6K0.03%+84+8.4%Added
Farmers National Bank1,083$278.3K0.06%00.0%Unchanged
Brandywine Oak Private Wealth LLC1,081$277.8K0.02%−43−3.8%Reduced
Tidemark, LLC1,079$277.3K0.08%−5−0.5%Reduced
First Business Financial Services, Inc.1,078$277.0K0.03%−36−3.2%Reduced
Topsail Wealth Management, LLC1,076$276.5K0.04%−58−5.1%Reduced
Acorns Advisers, LLC1,074$276.0K0.00%−36−3.2%Reduced
Chris Bulman Inc1,071$275.4K0.12%+91+9.3%Added
Davis Investment Partners, LLC1,023$275.2K0.10%−3,081−75.1%Reduced
Widmann Financial Services, Inc.1,070$275.0K0.17%00.0%Unchanged
CapWealth Advisors, LLC1,067$274.2K0.02%00.0%Unchanged
Ullmann Financial Group, Inc.1,174$273.7K0.03%+2+0.2%Added
Muirfield Wealth Advisors LLC1,065$273.6K0.20%+1,065New
One Day In July LLC1,063$273.2K0.02%+4+0.4%Added
Reflection Asset Management1,061$272.7K0.19%+1,061New
Salem Investment Counselors Inc1,060$272.4K0.01%−15−1.4%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.1,056$271.4K0.09%+711+206.1%Added
TAGStone Capital, Inc.1,055$271.1K0.10%00.0%Unchanged
Vantage Financial Partners, LLC1,051$270.2K0.05%−4−0.4%Reduced
SlateStone Wealth, LLC1,050$270.0K0.02%00.0%Unchanged
LBMC Investment Advisors, LLC1,050$269.8K0.02%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC1,050$269.8K0.10%00.0%Unchanged
Investment House LLC1,050$269.8K0.01%+1,050New
Daybright Advisory Services, Inc.1,050$269.8K0.07%+1,050New
Brave Asset Management Inc1,049$269.6K0.06%00.0%Unchanged
TCTC Holdings, LLC1,047$269.1K0.01%00.0%Unchanged
Commons Capital, LLC1,042$267.9K0.19%+1+0.1%Added
Fortis Capital Advisors, LLC1,037$266.5K0.04%+1,037New
Farmers & Merchants Trust Co of Long Beach1,036$266.2K0.06%00.0%Unchanged
May Hill Capital, LLC1,035$265.9K0.07%+1,035New
OneAscent Family Office, LLC1,032$265.3K0.18%+47+4.8%Added
Continuum Advisory, LLC1,032$265.2K0.03%−202−16.4%Reduced
Tradition Wealth Management, LLC1,031$265.0K0.02%+31+3.1%Added
Beese Fulmer Investment Management, Inc.1,031$265.0K0.02%−9−0.9%Reduced
Paragon Capital Management Ltd1,029$264.5K0.05%00.0%Unchanged
Meritage Portfolio Management1,028$264.2K0.02%−266−20.6%Reduced
LJI Wealth Management, LLC1,028$264.2K0.04%−15−1.4%Reduced
Redhawk Wealth Advisors, Inc.1,026$263.6K0.03%−251−19.7%Reduced
Flaharty Asset Management, LLC1,024$263.3K0.03%−113−9.9%Reduced
Ethos Financial Group, LLC1,022$262.8K0.02%+1,022New
General Partner, Inc.1,020$262.1K0.15%00.0%Unchanged
Strategic Advisors LLC1,018$261.8K0.04%+7+0.7%Added
55 North Private Wealth, LLC1,015$260.8K0.07%+1,015New
Colonial River Wealth Management, LLC1,013$260.4K0.09%−79−7.2%Reduced
Global Assets Advisory, LLC1,013$260.2K0.07%−12−1.2%Reduced
Mustico Financial Group, Inc.905$260.0K0.22%+905New
Wealthcare Capital Partners, LLC1,007$258.7K0.12%+3+0.3%Added
Mechanics Bank Trust Department1,006$258.5K0.03%−219−17.9%Reduced
Arcadia Investment Management Corp1,005$258.3K0.04%+5+0.5%Added
Simplify Asset Management Inc.1,005$258.3K0.00%+1,005New
Fulcrum Equity Management1,004$258.0K0.25%+1,004New
Legacy Capital Group California, Inc.1,003$257.8K0.06%+1,003New
Ponta Wealth Partners, LLC1,001$257.2K0.24%+1,001New
Cohen & Steers, Inc.1,000$257.0K0.00%00.0%Unchanged
German American Bancorp, Inc.1,000$257.0K0.02%00.0%Unchanged
Roof Eidam & Maycock1,000$257.0K0.06%00.0%Unchanged
Spinnaker Trust1,000$257.0K0.01%00.0%Unchanged
SeaBridge Investment Advisors LLC1,000$257.0K0.04%00.0%Unchanged
Marble Harbor Investment Counsel, LLC1,000$257.0K0.03%00.0%Unchanged