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 |
|---|---|---|---|---|---|
| Tema ETFs LLC | 18,583 | $4.78M | 0.37% | +6,108+49.0% | Added |
| Progressive Investment Management Corp | 18,549 | $4.77M | 1.14% | −113−0.6% | Reduced |
| IFP Advisors, Inc | 18,518 | $4.76M | 0.11% | +1,555+9.2% | Added |
| Landscape Capital Management, L.L.C. | 18,505 | $4.76M | 0.32% | +8,347+82.2% | Added |
| WSFS Capital Management, LLC | 18,405 | $4.73M | 0.23% | +600+3.4% | Added |
| Modern Wealth Management, LLC | 18,404 | $4.73M | 0.09% | +752+4.3% | Added |
| Change Path, LLC | 18,364 | $4.72M | 0.11% | −2,847−13.4% | Reduced |
| Summit Trail Advisors, LLC | 18,251 | $4.69M | 0.08% | −4,674−20.4% | Reduced |
| Processus Wealth & Capital Management, LLC | 18,247 | $4.69M | 3.09% | −81−0.4% | Reduced |
| Annex Advisory Services, LLC | 17,968 | $4.62M | 0.09% | +4,770+36.1% | Added |
| Knollwood Investment Advisory, LLC | 17,890 | $4.60M | 0.43% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,840 | $4.58M | 0.07% | +511+2.9% | Added |
| Droms Strauss Advisors Inc | 17,820 | $4.58M | 1.20% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,749 | $4.56M | 1.22% | +649+3.8% | Added |
| Penobscot Investment Management Company, Inc. | 17,626 | $4.53M | 0.34% | 00.0% | Unchanged |
| Howe & Rusling Inc | 17,622 | $4.53M | 0.30% | −188−1.1% | Reduced |
| Cambient Family Office, LLC | 17,502 | $4.50M | 0.64% | +17,502 | New |
| Foster & Motley Inc | 17,477 | $4.49M | 0.24% | −304−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,388 | $4.47M | 0.05% | −53,302−75.4% | Reduced |
| Commonwealth Retirement Investments LLC | 17,350 | $4.46M | 1.44% | −180−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,346 | $4.46M | 0.76% | +482+2.9% | Added |
| Skopos Labs, Inc. | 16,946 | $4.46M | 0.21% | +6,739+66.0% | Added |
| M&G Plc | 17,265 | $4.44M | 0.02% | −91−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,757 | $4.44M | 0.63% | −1,040−7.0% | Reduced |
| Marathon Wealth Advisors LLC | 17,249 | $4.43M | 1.76% | +17,249 | New |
| Tandem Capital Management Corp | 17,241 | $4.43M | 2.02% | −881−4.9% | Reduced |
| Wright Investors Service Inc | 17,176 | $4.41M | 1.33% | −62−0.4% | Reduced |
| Sphera Management Technology Funds Ltd | 17,150 | $4.41M | 2.31% | +5,200+43.5% | Added |
| Havemeyer Place LP | 16,984 | $4.36M | 0.86% | +16,984 | New |
| Founders Capital Management | 16,944 | $4.35M | 2.26% | +170+1.0% | Added |
| Ferguson Wellman Capital Management, Inc | 16,931 | $4.35M | 0.07% | −113−0.7% | Reduced |
| LaFleur & Godfrey LLC | 16,909 | $4.35M | 0.53% | −426−2.5% | Reduced |
| St Germain D J Co Inc | 16,881 | $4.34M | 0.17% | −37−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 16,863 | $4.33M | 1.56% | +16,863 | New |
| NVWM, LLC | 16,823 | $4.32M | 0.94% | −520−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 16,811 | $4.32M | 0.06% | +896+5.6% | Added |
| Ballentine Partners, LLC | 16,797 | $4.32M | 0.06% | +581+3.6% | Added |
| Guardian Partners Inc. | 14,517 | $4.30M | 0.35% | +13,344+1,137.6% | Added |
| Peloton Wealth Strategists | 16,740 | $4.30M | 1.67% | −6,125−26.8% | Reduced |
| Baker Chad R | 16,530 | $4.30M | 0.77% | +7,170+76.6% | Added |
| Silvant Capital Management LLC | 16,589 | $4.26M | 0.14% | −10,486−38.7% | Reduced |
| Smartleaf Asset Management LLC | 16,392 | $4.26M | 0.16% | +2,604+18.9% | Added |
| Outfitter Financial LLC | 16,555 | $4.25M | 3.35% | −415−2.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,450 | $4.23M | 2.06% | −6,900−29.6% | Reduced |
| Brevan Howard Capital Management LP | 16,442 | $4.23M | 0.08% | +8,977+120.3% | Added |
| Shoker Investment Counsel, Inc. | 16,401 | $4.22M | 1.24% | −52−0.3% | Reduced |
| Intech Investment Management LLC | 16,354 | $4.20M | 0.04% | −3,590−18.0% | Reduced |
| HighPoint Advisor Group LLC | 16,278 | $4.18M | 0.09% | +1,938+13.5% | Added |
| Scotia Capital Inc. | 16,187 | $4.16M | 0.02% | −4,846−23.0% | Reduced |
| TD Private Client Wealth LLC | 16,110 | $4.14M | 0.09% | −5,086−24.0% | Reduced |
| Broderick Brian C | 16,081 | $4.13M | 0.78% | +3,203+24.9% | Added |
| Caisse des Depots Et Consignations | 16,074 | $4.13M | 0.09% | +3,249+25.3% | Added |
| TCW Group Inc | 16,066 | $4.13M | 0.03% | +16,066 | New |
| Taproot Management LP | 16,055 | $4.13M | 0.67% | +16,055 | New |
| Curat Global, LLC | 16,021 | $4.12M | 4.57% | −8,835−35.5% | Reduced |
| Palisade Capital Management LLC | 16,005 | $4.11M | 0.12% | −300−1.8% | Reduced |
| Cary Street Partners Financial LLC | 15,805 | $4.06M | 0.10% | −72−0.5% | Reduced |
| Jefferies Financial Group Inc. | 15,804 | $4.06M | 0.03% | −3,220−16.9% | Reduced |
| Moors & Cabot, Inc. | 15,801 | $4.06M | 0.17% | −956−5.7% | Reduced |
| Johnson Financial Group, Inc. | 15,738 | $4.04M | 0.15% | +1,608+11.4% | Added |
| Fragasso Group Inc. | 15,723 | $4.04M | 0.24% | −848−5.1% | Reduced |
| Wedmont Private Capital | 13,816 | $4.04M | 0.14% | +1,055+8.3% | Added |
| Oak Thistle LLC | 15,677 | $4.03M | 0.56% | +15,677 | New |
| Anchor Investment Management, LLC | 15,629 | $4.02M | 0.33% | +2,935+23.1% | Added |
| Aaron Wealth Advisors | 15,562 | $4.00M | 0.22% | +3,466+28.7% | Added |
| Cape Cod Five Cents Savings Bank | 19,717 | $3.98M | 0.37% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 15,466 | $3.97M | 0.70% | +1,805+13.2% | Added |
| Karani Asset Management LLC | 15,430 | $3.97M | 3.48% | −771−4.8% | Reduced |
| Cardiff Park Advisors, LLC | 15,305 | $3.93M | 0.32% | 00.0% | Unchanged |
| Bangor Savings Bank | 15,299 | $3.93M | 0.32% | −678−4.2% | Reduced |
| Maia Wealth LLC | 11,944 | $3.92M | 0.67% | +280+2.4% | Added |
| Harfst & Associates, Inc. | 15,252 | $3.92M | 0.71% | −604−3.8% | Reduced |
| Boomfish Wealth Group, LLC | 15,217 | $3.91M | 2.09% | −2,050−11.9% | Reduced |
| Atlas Capital Advisors LLC | 15,169 | $3.90M | 0.43% | +15,169 | New |
| Summit Financial, LLC | 15,094 | $3.88M | 0.06% | −216−1.4% | Reduced |
| Hudson Canyon Capital Management | 15,068 | $3.87M | 2.26% | 00.0% | Unchanged |
| Sirios Capital Management L P | 15,011 | $3.86M | 0.48% | −68,053−81.9% | Reduced |
| XML Financial, LLC | 14,933 | $3.84M | 0.31% | +91+0.6% | Added |
| Polymer Capital Management (US) LLC | 14,923 | $3.84M | 0.50% | +12,544+527.3% | Added |
| Guardian Capital LP | 14,850 | $3.82M | 0.11% | −300−2.0% | Reduced |
| RFG Advisory, LLC | 14,798 | $3.80M | 0.07% | −1,025−6.5% | Reduced |
| Chatham Capital Group, Inc. | 14,654 | $3.77M | 0.54% | −845−5.5% | Reduced |
| Simplex Trading, LLC | 14,631 | $3.76M | 0.11% | +14,631 | New |
| CFM Wealth Partners LLC | 14,598 | $3.75M | 0.54% | −118−0.8% | Reduced |
| Intrust Bank NA | 14,585 | $3.75M | 0.31% | +530+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 14,579 | $3.75M | 0.38% | +122+0.8% | Added |
| Global Trust Asset Management, LLC | 14,559 | $3.74M | 1.48% | +1,787+14.0% | Added |
| Live Oak Private Wealth LLC | 14,478 | $3.72M | 0.51% | −70.0% | Reduced |
| Insight Inv LLC | 14,478 | $3.72M | 2.09% | +20.0% | Added |
| Tenere Capital LLC | 14,478 | $3.72M | 2.88% | +14,478 | New |
| Green Alpha Advisors, LLC | 14,435 | $3.71M | 3.40% | −50.0% | Reduced |
| Voya Financial Advisors, Inc. | 14,049 | $3.70M | 0.35% | −936−6.2% | Reduced |
| Plato Investment Management Ltd | 14,309 | $3.70M | 0.24% | −9,121−38.9% | Reduced |
| Alaethes Wealth LLC | 14,378 | $3.69M | 1.04% | −167−1.1% | Reduced |
| JNBA Financial Advisors | 14,364 | $3.69M | 0.32% | −225−1.5% | Reduced |
| Cullen Investment Group, Ltd. | 12,239 | $3.69M | 0.48% | +12,239 | New |
| Notis-McConarty Edward | 14,341 | $3.69M | 1.71% | +3,963+38.2% | Added |
| Ascent Group, LLC | 14,312 | $3.68M | 0.13% | +584+4.3% | Added |
| Central Trust Co | 14,303 | $3.68M | 0.07% | −193−1.3% | Reduced |
| Mizuho Markets Cayman LP | 14,266 | $3.67M | 0.18% | +14,266 | New |