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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 35,164 | $9.04M | 0.03% | −9,336−21.0% | Reduced |
| LMR Partners LLP | 35,003 | $9.00M | 0.09% | −199,303−85.1% | Reduced |
| Citizens National Bank Trust Department | 34,994 | $8.99M | 1.55% | −801−2.2% | Reduced |
| Morningstar Investment Management LLC | 34,784 | $8.94M | 0.53% | −14,999−30.1% | Reduced |
| First Foundation Advisors | 34,653 | $8.91M | 0.34% | −4,218−10.9% | Reduced |
| Petredis Investment Advisors LLC | 34,559 | $8.88M | 0.70% | −454−1.3% | Reduced |
| Hall Laurie J Trustee | 34,523 | $8.87M | 2.95% | −565−1.6% | Reduced |
| KMG Fiduciary Partners, LLC | 34,452 | $8.85M | 0.63% | −5,030−12.7% | Reduced |
| Carret Asset Management, LLC | 34,358 | $8.83M | 0.84% | −558−1.6% | Reduced |
| QV Investors Inc. | 34,170 | $8.78M | 0.72% | −24,900−42.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 34,100 | $8.76M | 0.07% | +7,850+29.9% | Added |
| HB Wealth Management, LLC | 34,023 | $8.74M | 0.06% | +1,840+5.7% | Added |
| Polar Asset Management Partners Inc. | 34,020 | $8.74M | 0.17% | +34,020 | New |
| S-Bank Fund Management Ltd | 34,000 | $8.74M | 1.13% | +10,000+41.7% | Added |
| Sawgrass Asset Management LLC | 33,787 | $8.68M | 1.09% | −13,585−28.7% | Reduced |
| Metis Global Partners, LLC | 33,545 | $8.62M | 0.20% | −3,005−8.2% | Reduced |
| Stephens Inc | 32,956 | $8.57M | 0.11% | −5,337−13.9% | Reduced |
| Glenview Trust Co | 32,935 | $8.46M | 0.13% | +808+2.5% | Added |
| CIBC Private Wealth Group, LLC | 32,920 | $8.46M | 0.01% | +2,462+8.1% | Added |
| Siemens Fonds Invest GmbH | 32,488 | $8.45M | 0.45% | −1,348−4.0% | Reduced |
| Delta Financial Advisors LLC | 32,726 | $8.41M | 2.19% | −607−1.8% | Reduced |
| Rench Wealth Management, Inc. | 32,712 | $8.41M | 2.48% | −851−2.5% | Reduced |
| Woodstock Corp | 32,534 | $8.36M | 0.72% | −206−0.6% | Reduced |
| Advanced Asset Management Advisors Inc | 32,300 | $8.30M | 2.27% | −23,700−42.3% | Reduced |
| Hel Ved Capital Management Ltd | 32,245 | $8.29M | 2.86% | +32,245 | New |
| SevenBridge Financial Group, LLC | 25,697 | $8.21M | 1.32% | −185−0.7% | Reduced |
| Everence Capital Management Inc | 31,873 | $8.19M | 0.48% | +1,014+3.3% | Added |
| Edmond de Rothschild Holding S.A. | 31,844 | $8.18M | 0.12% | −9,930−23.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 31,697 | $8.15M | 0.36% | +1,298+4.3% | Added |
| Vestcor Inc | 31,592 | $8.12M | 0.23% | +10,849+52.3% | Added |
| Night Squared LP | 31,550 | $8.11M | 2.29% | +6,035+23.7% | Added |
| Fifth Third Wealth Advisors LLC | 31,377 | $8.06M | 0.28% | +1,649+5.5% | Added |
| Citizens Financial Group Inc | 31,280 | $8.04M | 0.11% | −5,057−13.9% | Reduced |
| Two Sigma Investments, LP | 30,991 | $7.96M | 0.01% | +7,391+31.3% | Added |
| Gold Investment Management Ltd. | 30,938 | $7.95M | 2.54% | −364−1.2% | Reduced |
| Dark Forest Capital Management LP | 30,731 | $7.90M | 0.36% | +8,965+41.2% | Added |
| Clark Capital Management Group, Inc. | 30,726 | $7.90M | 0.05% | +3,560+13.1% | Added |
| Professional Advisory Services Inc | 30,700 | $7.89M | 1.02% | −8,874−22.4% | Reduced |
| Kinneret Advisory, LLC | 30,656 | $7.88M | 0.67% | −839−2.7% | Reduced |
| Red Spruce Capital, LLC | 30,510 | $7.84M | 3.13% | +500+1.7% | Added |
| Diversified Trust Co | 30,418 | $7.82M | 0.14% | −5,335−14.9% | Reduced |
| Callan Family Office, LLC | 30,400 | $7.81M | 0.17% | +12,370+68.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,230 | $7.77M | 1.70% | −86−0.3% | Reduced |
| Bailard, Inc. | 30,142 | $7.75M | 0.17% | +479+1.6% | Added |
| Leelyn Smith, LLC | 30,129 | $7.74M | 1.12% | −1,471−4.7% | Reduced |
| Alight Capital Management LP | 30,000 | $7.71M | 2.07% | −20,000−40.0% | Reduced |
| Axxcess Wealth Management, LLC | 29,968 | $7.70M | 0.14% | −1,520−4.8% | Reduced |
| Midway Capital Research & Management | 29,777 | $7.65M | 7.46% | +29,777 | New |
| Global Retirement Partners, LLC | 29,684 | $7.63M | 0.14% | +9,067+44.0% | Added |
| Plimoth Trust Co LLC | 29,576 | $7.60M | 1.69% | −5,088−14.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 28,840 | $7.59M | 3.57% | −1,887−6.1% | Reduced |
| Palmer Knight Co | 29,407 | $7.56M | 3.97% | −5,967−16.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 29,163 | $7.49M | 1.82% | −4,275−12.8% | Reduced |
| Capital International Sarl | 29,160 | $7.49M | 0.12% | +11,427+64.4% | Added |
| Allworth Financial LP | 29,084 | $7.47M | 0.03% | −515−1.7% | Reduced |
| Somerville Kurt F | 29,058 | $7.47M | 1.27% | +11,634+66.8% | Added |
| Osmosis Investment Management UK Ltd | 28,952 | $7.44M | 0.19% | +28,952 | New |
| First Community Trust NA | 28,852 | $7.41M | 5.53% | −9,372−24.5% | Reduced |
| Burr Financial Services, LLC | 28,739 | $7.39M | 5.53% | +465+1.6% | Added |
| RBA Wealth Management, LLC | 28,713 | $7.38M | 2.50% | −116−0.4% | Reduced |
| Ingalls & Snyder LLC | 28,542 | $7.33M | 0.27% | −96−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 28,503 | $7.32M | 0.93% | +107+0.4% | Added |
| Empirical Finance, LLC | 28,479 | $7.32M | 0.35% | −1,261−4.2% | Reduced |
| Advisors Asset Management, Inc. | 28,319 | $7.28M | 0.12% | −3,657−11.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 28,273 | $7.27M | 2.13% | −1,417−4.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,204 | $7.25M | 0.25% | +1,405+5.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 28,192 | $7.24M | 1.09% | −243−0.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 28,079 | $7.22M | 0.27% | +1,186+4.4% | Added |
| Advisory Resource Group | 27,991 | $7.19M | 1.27% | −3,273−10.5% | Reduced |
| HGK Asset Management Inc | 27,878 | $7.16M | 1.06% | −11,434−29.1% | Reduced |
| Patton Fund Management, Inc. | 27,829 | $7.15M | 0.96% | +26,377+1,816.6% | Added |
| Colonial Trust Co | 27,753 | $7.13M | 0.95% | −598−2.1% | Reduced |
| Northwest Bancshares, Inc. | 27,747 | $7.13M | 1.38% | −5,704−17.1% | Reduced |
| North Dakota State Investment Board | 27,507 | $7.07M | 0.26% | +27,507 | New |
| Commerzbank Aktiengesellschaft | 27,448 | $7.05M | 0.14% | −4,063−12.9% | Reduced |
| Capital Asset Advisory Services LLC | 23,772 | $7.04M | 0.28% | −3,800−13.8% | Reduced |
| Phraction Management LLC | 27,354 | $7.03M | 1.89% | −66−0.2% | Reduced |
| Apollon Wealth Management, LLC | 27,224 | $7.00M | 0.12% | +436+1.6% | Added |
| BDF-Gestion | 27,187 | $6.99M | 0.86% | −1,812−6.2% | Reduced |
| Baader Bank INC | 27,048 | $6.95M | 0.58% | −19,433−41.8% | Reduced |
| Hendley & Co Inc | 26,847 | $6.90M | 2.47% | −4,244−13.7% | Reduced |
| Coldstream Capital Management Inc | 26,833 | $6.90M | 0.09% | −1,334−4.7% | Reduced |
| Greenleaf Trust | 26,808 | $6.89M | 0.06% | +95+0.4% | Added |
| LGT Fund Management Co Ltd. | 26,372 | $6.86M | 0.54% | +8,298+45.9% | Added |
| Family Legacy, Inc. | 26,419 | $6.79M | 2.03% | −355−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,407 | $6.79M | 0.34% | −1,806−6.4% | Reduced |
| Quadrant Capital Group LLC | 26,362 | $6.77M | 0.20% | +390+1.5% | Added |
| Farther Finance Advisors, LLC | 26,212 | $6.74M | 0.07% | +10,564+67.5% | Added |
| GTS Securities LLC | 26,087 | $6.70M | 0.23% | +2,274+9.5% | Added |
| CAPROCK Group, Inc. | 26,045 | $6.69M | 0.14% | +953+3.8% | Added |
| Soltis Investment Advisors LLC | 26,044 | $6.69M | 0.44% | −386−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 26,032 | $6.69M | 0.08% | +2,258+9.5% | Added |
| Himension Fund | 26,014 | $6.69M | 0.41% | −12,499−32.5% | Reduced |
| Independent Advisor Alliance | 25,962 | $6.67M | 0.16% | −684−2.6% | Reduced |
| Park Avenue Securities LLC | 25,928 | $6.66M | 0.06% | +276+1.1% | Added |
| Occidental Asset Management, LLC | 25,923 | $6.66M | 0.80% | +364+1.4% | Added |
| Eagle Rock Investment Company, LLC | 25,851 | $6.64M | 0.94% | +45+0.2% | Added |
| Venturi Wealth Management, LLC | 25,758 | $6.62M | 0.29% | +1,041+4.2% | Added |
| Arkadios Wealth Advisors | 25,748 | $6.62M | 0.13% | +3,669+16.6% | Added |
| Puzo Michael J | 25,723 | $6.61M | 1.80% | +8,511+49.4% | Added |