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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
Milestone Asset Management, LLC0$00.00%−3,047−100.0%Sold out
Ibex Wealth Advisors0$00.00%−2,868−100.0%Sold out
Windsor Advisory Group, LLC0$00.00%−2,763−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−2,545−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−2,084−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−1,929−100.0%Sold out
Scientech Research LLC0$00.00%−1,770−100.0%Sold out
Mill Creek Capital Advisors, LLC0$00.00%−1,601−100.0%Sold out
Humankind Investments LLC0$00.00%−1,589−100.0%Sold out
West Tower Group, LLC0$00.00%−1,500−100.0%Sold out
Pzena Investment Management LLC0$00.00%−1,473−100.0%Sold out
One Wealth Capital Management, LLC0$00.00%−1,393−100.0%Sold out
Wealth Dimensions Group, Ltd.0$00.00%−1,375−100.0%Sold out
Cascades Capital Asset Management, LLC0$00.00%−1,270−100.0%Sold out
Kennedy Investment Group0$00.00%−1,267−100.0%Sold out
Francis Financial, Inc.0$00.00%−736−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−1,150−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−1,132−100.0%Sold out
Atlas Legacy Advisors, LLC0$00.00%−1,124−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−1,054−100.0%Sold out
von Borstel & Associates, Inc.0$00.00%−895−100.0%Sold out
Werba Rubin Papier Wealth Management0$00.00%−1,023−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−1,020−100.0%Sold out
Whalerock Point Partners, LLC0$00.00%−1,005−100.0%Sold out
Waverton Investment Management Ltd0$00.00%−1,000−100.0%Sold out
WMG Financial Advisors, LLC0$00.00%−987−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−735−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−601−100.0%Sold out
Rise Advisors, LLC0$00.00%−591−100.0%Sold out
Clear Investment Research, LLC0$00.00%−555−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−437−100.0%Sold out
Kimelman & Baird, LLC0$00.00%−436−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−291−100.0%Sold out
Financial Freedom, LLC0$00.00%−250−100.0%Sold out
Financial Life Planners0$00.00%−213−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−202−100.0%Sold out
North Capital, Inc.0$00.00%−83−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−70−100.0%Sold out
Northwest Capital Management Inc0$00.00%−56−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−55−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−40−100.0%Sold out
Main Street Group, LTD0$00.00%−34−100.0%Sold out
Advanced Portfolio Management, LLC0$00.00%−12−100.0%Sold out
Breakwater Investment Management0$00.00%−9−100.0%Sold out
ESL Trust Services, LLC0$00.00%−7−100.0%Sold out
Logan Capital Management Inc0$00.00%−5−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−5−100.0%Sold out
AXA Investment Managers S.A.––––Not filed
Glenmede Investment Management, LP––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Point72 (DIFC) Ltd––––Not filed
Bedrijfstakpensioenfonds Voor de Media Pno––––Not filed
Pinebridge Investments, L.P.––––Not filed
Bard Financial Services, Inc.––––Not filed
Synovus Financial Corp––––Not filed
Point72 Italy, S.r.l.––––Not filed
Wetherby Asset Management Inc––––Not filed
EFG Asset Management (North America) Corp.––––Not filed
Shell Asset Management Co––––Not filed
Benchmark Investment Advisors LLC––––Not filed
West Oak Capital, LLC––––Not filed
Ridgewood Investments LLC––––Not filed
Sonora Investment Management Group, LLC––––Not filed
Court Place Advisors, LLC––––Not filed
Stonegate Management LLC––––Not filed
First Affirmative Financial Network––––Not filed
Wolverine Trading, LLC––––Not filed
Copperleaf Capital, LLC––––Not filed
WFA Asset Management Corp––––Not filed
Apexium Financial, LP––––Not filed
IMS Capital Management––––Not filed
Optimum Investment Advisors––––Not filed
Pinnacle Financial Partners Inc––––Not filed
RiverGlades Family Offices LLC––––Not filed
Fullcircle Wealth LLC––––Not filed
Masso Torrence Wealth Management Inc.––––Not filed
Moloney Securities Asset Management, LLC––––Not filed
PBMares Wealth Management LLC––––Not filed
Stonegate Investment Group, LLC––––Not filed
Bristlecone Advisors, LLC––––Not filed
RW Investment Management LLC––––Not filed
Brass Tax Wealth Management, Inc––––Not filed
Wealthstream Advisors, Inc.––––Not filed
SPC Financial, Inc.––––Not filed
LexAurum Advisors, LLC––––Not filed
Full Sail Capital, LLC––––Not filed
1858 Wealth Management, LLC––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Hemington Wealth Management––––Not filed
Kathleen S. Wright Associates Inc.––––Not filed
Eisler Capital Management Ltd.––––Not filed
Creekmur Asset Management LLC––––Not filed
AllSquare Wealth Management LLC––––Not filed
Guerra Advisors Inc––––Not filed
Point72 Europe (London) LLP––––Not filed
FSA Wealth Management LLC––––Not filed
Binnacle Investments Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed