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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 25,655 | $6.59M | 5.94% | −2,230−8.0% | Reduced |
| Miracle Mile Advisors, LLC | 25,643 | $6.59M | 0.09% | +1,696+7.1% | Added |
| Azzad Asset Management Inc | 25,637 | $6.59M | 0.65% | +32+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 25,597 | $6.58M | 0.07% | −16−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 25,467 | $6.54M | 1.55% | +639+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,454 | $6.54M | 0.08% | −123−0.5% | Reduced |
| Fulton Bank, N.A. | 25,408 | $6.53M | 0.23% | −610−2.3% | Reduced |
| RSM US Wealth Management LLC | 25,115 | $6.53M | 0.08% | −42−0.2% | Reduced |
| Peak Planning Group, LLC | 25,263 | $6.49M | 1.82% | +22,776+915.8% | Added |
| Regions Financial Corp | 25,134 | $6.46M | 0.04% | −2,195−8.0% | Reduced |
| Ssa Swiss Advisors AG | 24,902 | $6.46M | 3.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 25,079 | $6.45M | 0.13% | −1,770−6.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 24,970 | $6.42M | 1.16% | −148−0.6% | Reduced |
| Bonness Enterprises Inc | 24,776 | $6.37M | 2.20% | −2,060−7.7% | Reduced |
| La Banque Postale Asset Management SA | 24,662 | $6.34M | 0.07% | −108,343−81.5% | Reduced |
| Jacobi Capital Management LLC | 24,656 | $6.34M | 0.37% | −421−1.7% | Reduced |
| Saranac Partners Ltd | 24,487 | $6.32M | 2.47% | +900+3.8% | Added |
| LOM Asset Management Ltd | 24,489 | $6.29M | 1.82% | −283−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,011 | $6.17M | 0.11% | −1,275−5.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 24,000 | $6.17M | 0.49% | −12,000−33.3% | Reduced |
| Evercore Wealth Management, LLC | 23,961 | $6.16M | 0.09% | −31−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 23,864 | $6.13M | 0.04% | −9,313−28.1% | Reduced |
| Churchill Financial Advisors, LLC | 23,810 | $6.12M | 1.87% | +23,810 | New |
| Cypress Asset Management Inc | 23,543 | $6.05M | 1.33% | −86−0.4% | Reduced |
| Philadelphia Trust Co | 23,500 | $6.04M | 0.42% | −1,500−6.0% | Reduced |
| Perigon Wealth Management, LLC | 23,395 | $6.01M | 0.11% | −1,054−4.3% | Reduced |
| Concurrent Investment Advisors, LLC | 23,300 | $5.99M | 0.07% | +12,534+116.4% | Added |
| Beacon Pointe Advisors, LLC | 23,258 | $5.98M | 0.04% | +3,296+16.5% | Added |
| Cumberland Partners Ltd | 23,253 | $5.98M | 0.37% | −262−1.1% | Reduced |
| Howard Capital Management Inc. | 23,171 | $5.95M | 0.08% | +517+2.3% | Added |
| XTX Topco Ltd | 23,014 | $5.91M | 0.16% | +222+1.0% | Added |
| Sciencast Management LP | 22,806 | $5.86M | 0.81% | +22,806 | New |
| Generali Investments, Management Co LLC | 22,789 | $5.86M | 1.17% | +13,001+132.8% | Added |
| Parallel Advisors, LLC | 22,736 | $5.84M | 0.11% | +1,177+5.5% | Added |
| Frank, Rimerman Advisors LLC | 22,722 | $5.84M | 0.37% | +335+1.5% | Added |
| China Universal Asset Management Co., Ltd. | 22,544 | $5.79M | 0.44% | +1,513+7.2% | Added |
| Shayne & Co., LLC | 22,495 | $5.78M | 1.75% | −25−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 22,468 | $5.77M | 0.11% | −1,042−4.4% | Reduced |
| Johnson Investment Counsel Inc | 22,440 | $5.77M | 0.05% | −1,811−7.5% | Reduced |
| Boston Private Wealth LLC | 22,422 | $5.76M | 0.34% | −1,826−7.5% | Reduced |
| Smithfield Trust Co | 22,419 | $5.76M | 0.25% | +19+0.1% | Added |
| Jag Capital Management, LLC | 22,333 | $5.74M | 0.62% | −41−0.2% | Reduced |
| Silver Lake Advisory, LLC | 22,295 | $5.73M | 2.22% | −199−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 22,114 | $5.68M | 0.10% | −7,103−24.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $5.68M | 3.48% | −151−0.7% | Reduced |
| Perennial Advisors, LLC | 21,868 | $5.62M | 0.94% | −616−2.7% | Reduced |
| Group One Trading, L.P. | 21,809 | $5.60M | 0.17% | −16,703−43.4% | Reduced |
| Scott & Selber, Inc. | 21,706 | $5.58M | 1.40% | −772−3.4% | Reduced |
| Securian Asset Management, Inc | 21,662 | $5.57M | 0.21% | −17,094−44.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $5.55M | 0.16% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 21,579 | $5.55M | 0.18% | +105+0.5% | Added |
| MUFG Securities Americas Inc. | 21,462 | $5.52M | 0.34% | −178−0.8% | Reduced |
| Conning Inc. | 21,403 | $5.50M | 0.18% | −8,956−29.5% | Reduced |
| Asset One Wealth Management LLC | 16,729 | $5.49M | 0.75% | +16,729 | New |
| Bank Ozk | 21,315 | $5.48M | 1.93% | −350−1.6% | Reduced |
| Wahed Invest LLC | 21,118 | $5.43M | 0.72% | −832−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $5.42M | 0.35% | 00.0% | Unchanged |
| Marco Investment Management LLC | 21,103 | $5.42M | 0.41% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,057 | $5.41M | 0.12% | +6,165+41.4% | Added |
| Pflug Koory, LLC | 21,022 | $5.40M | 2.52% | −1,782−7.8% | Reduced |
| Dnca Finance | 21,000 | $5.40M | 0.31% | +500+2.4% | Added |
| Maplelane Capital, LLC | 21,000 | $5.40M | 0.31% | +21,000 | New |
| Eagle Capital Management, LLC | 20,679 | $5.31M | 1.93% | −235−1.1% | Reduced |
| AustralianSuper Pty Ltd | 20,605 | $5.30M | 0.02% | −204,302−90.8% | Reduced |
| SFE Investment Counsel | 20,593 | $5.29M | 0.83% | −411−2.0% | Reduced |
| Romano Brothers and Company | 20,502 | $5.27M | 0.60% | −555−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 20,481 | $5.26M | 0.05% | −719−3.4% | Reduced |
| English Capital Management LLC | 20,420 | $5.25M | 3.28% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 20,400 | $5.24M | 0.15% | −2,900−12.4% | Reduced |
| Zurich Insurance Group Ltd | 20,386 | $5.24M | 0.04% | 00.0% | Unchanged |
| MIG Capital, LLC | 20,359 | $5.23M | 0.89% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 20,229 | $5.20M | 1.13% | −196−1.0% | Reduced |
| Cullen Capital Management LLC | 20,110 | $5.17M | 0.06% | −2,083−9.4% | Reduced |
| Kidder Stephen W | 20,075 | $5.16M | 1.45% | +8,068+67.2% | Added |
| Dakota Wealth Management | 20,073 | $5.16M | 0.09% | +3,208+19.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 19,797 | $5.15M | 0.49% | +155+0.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 19,822 | $5.09M | 5.12% | −1,008−4.8% | Reduced |
| Glass Wealth Management Co LLC | 19,752 | $5.08M | 2.08% | +2,245+12.8% | Added |
| Engineers Gate Manager LP | 19,668 | $5.05M | 0.06% | +12,781+185.6% | Added |
| Savant Capital, LLC | 19,663 | $5.05M | 0.03% | +595+3.1% | Added |
| GAMMA Investing LLC | 19,530 | $5.02M | 0.25% | +2,731+16.3% | Added |
| Hudson Bay Capital Management LP | 19,511 | $5.01M | 0.03% | −2,712−12.2% | Reduced |
| Bill Few Associates, Inc. | 19,505 | $5.01M | 1.23% | +114+0.6% | Added |
| Meeder Advisory Services, Inc. | 19,493 | $5.01M | 0.22% | +1,850+10.5% | Added |
| Conscious Wealth Investments, LLC | 16,456 | $5.00M | 3.00% | −6,005−26.7% | Reduced |
| Boston Common Asset Management, LLC | 19,417 | $4.99M | 0.30% | +16,981+697.1% | Added |
| FineMark National Bank & Trust | 19,390 | $4.98M | 0.16% | −662−3.3% | Reduced |
| Alpha Cubed Investments, LLC | 19,354 | $4.97M | 0.17% | −276−1.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,300 | $4.96M | 2.42% | +2,800+17.0% | Added |
| Institute for Wealth Management, LLC. | 19,294 | $4.96M | 0.53% | −392−2.0% | Reduced |
| Hohimer Wealth Management, LLC | 19,135 | $4.92M | 0.66% | −18−0.1% | Reduced |
| BBR Partners, LLC | 19,134 | $4.92M | 0.26% | −73−0.4% | Reduced |
| ARS Investment Partners, LLC | 19,019 | $4.89M | 0.29% | +99+0.5% | Added |
| Liberty Wealth Management LLC | 18,950 | $4.87M | 0.63% | +31+0.2% | Added |
| Mather Group, LLC. | 18,853 | $4.84M | 0.05% | −2,190−10.4% | Reduced |
| SP Asset Management LLC | 18,832 | $4.84M | 0.38% | −1,067−5.4% | Reduced |
| Koshinski Asset Management, Inc. | 18,788 | $4.83M | 0.31% | −882−4.5% | Reduced |
| Beech Hill Advisors, Inc. | 18,781 | $4.83M | 2.31% | −2,378−11.2% | Reduced |
| Fruth Investment Management | 18,725 | $4.81M | 1.30% | −50−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 18,664 | $4.80M | 0.04% | −2,750−12.8% | Reduced |