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; 3,520 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $476.5B |
| Q1 2026 | 2,954 | $219.0B |
| Q4 2025 | 2,644 | $169.7B |
| Q3 2025 | 2,361 | $129.3B |
| Q2 2025 | 2,322 | $115.0B |
| Q1 2025 | 2,165 | $91.6B |
| Q4 2024 | 2,239 | $105.2B |
| Q3 2024 | 2,215 | $132.4B |
| Q2 2024 | 2,285 | $156.3B |
| Q1 2024 | 2,220 | $135.3B |
| Q4 2023 | 2,033 | $109.0B |
| Q3 2023 | 1,851 | $92.8B |
| Q2 2023 | 1,829 | $96.3B |
| Q1 2023 | 1,760 | $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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 21 | $5.46K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 21 | $5.35K | 0.00% | +21 | New |
| Align Financial, LLC | 5,140 | $5.14K | 0.00% | +5,140 | New |
| IFC & Insurance Marketing, Inc. | 20 | $5.00K | 0.00% | +20 | New |
| Winnow Wealth LLC | 19 | $4.88K | 0.00% | +1+5.6% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $4.83K | 0.00% | +15 | New |
| Wealth Preservation Advisors, LLC | 17 | $4.37K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $4.37K | 0.13% | +2+13.3% | Added |
| DecisionPoint Financial, LLC | 16 | $4.11K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 14 | $3.60K | 0.00% | −14−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 13 | $3.37K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $3.34K | 0.00% | −3−18.8% | Reduced |
| Morton Brown Family Wealth, LLC | 12 | $3.08K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $2.57K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $2.57K | 0.00% | +2+25.0% | Added |
| Advocate Investing Services LLC | 10 | $2.57K | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 8 | $1.93K | 0.00% | +8 | New |
| Proathlete Wealth Management LLC | 7 | $1.80K | 0.00% | +7 | New |
| West Branch Capital LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $1.54K | 0.00% | +6 | New |
| Tacita Capital Inc | 6 | $1.54K | 0.00% | +6 | New |
| Lodestone Wealth Management LLC | 6 | $1.54K | 0.00% | +6 | New |
| Lummis Asset Management, LP | 6 | $1.54K | 0.00% | +6 | New |
| O'Brien Wealth Partners LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $1.28K | 0.00% | +5 | New |
| Reyes Financial Architecture, Inc. | 5 | $1.28K | 0.00% | +5 | New |
| Benson Wealth Management INC | 5 | $1.28K | 0.00% | +5 | New |
| PFS Partners, LLC | 4 | $1.03K | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $1.03K | 0.02% | +2+100.0% | Added |
| Investors Portfolio Services LLC | 4 | $1.03K | 0.00% | +4 | New |
| LM Advisors LLC | 259 | $1.01K | 0.02% | −741−74.1% | Reduced |
| Navigoe, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 3 | $771 | 0.00% | +3 | New |
| Key Capital Management, INC | 3 | $771 | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $519 | 0.00% | +2 | New |
| McGuire Capital Advisors Inc | 1 | $258 | 0.00% | +1 | New |
| TD Capital Management LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Camelot Portfolios, LLC | 0 | $18 | 0.00% | 0 | New |
| New Millennium Group LLC | 0 | $13 | 0.00% | −14−100.0% | Reduced |
| Union Bancaire Privee, UBP SA | 156,872 | – | – | +108,822+226.5% | Added |
| Naya Capital Management UK Ltd | 0 | $0 | 0.00% | −881,453−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −522,534−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −326,064−100.0% | Sold out |
| RDST Capital LLC | 0 | $0 | 0.00% | −261,147−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −191,946−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −150,137−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −111,354−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −110,431−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −108,965−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −100,956−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −97,500−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −93,680−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −91,720−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −74,456−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −68,028−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −64,778−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −55,464−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −495,000−100.0% | Sold out |
| Spinecap SAS | 0 | $0 | 0.00% | −52,899−100.0% | Sold out |
| Criteria Caixa, S.A.U. | 0 | $0 | 0.00% | −45,729−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −42,446−100.0% | Sold out |
| Tenzing Global Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Unison Asset Management LLC | 0 | $0 | 0.00% | −35,629−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −29,401−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −25,425−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −21,404−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −12,651−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −12,596−100.0% | Sold out |
| Leibman Financial Services, Inc. | 0 | $0 | 0.00% | −12,303−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −11,656−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −10,767−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −9,428−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Beta Wealth Group, Inc. | 0 | $0 | 0.00% | −3,301−100.0% | Sold out |