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; 3,519 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, Q1 2026
Institutional positions in Applied Materials Inc as of Mar 31, 2026. 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
- 2,955
- +355 vs. Q4 2025
- Shares held
- 643.3M
- +71.7M (+12.5%) vs. Q4 2025
- Total value
- $219.0B
- +$72.2B (+49.2%) vs. Q4 2025
- New holders
- 465
- 976 more added
- Sold out
- 110
- 1,162 more reduced
45 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,519 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,974,833 | $27.0B | 0.47% | +3,715,744+4.9% | Added |
| Vanguard Capital Management LLC | 51,577,799 | $17.6B | 0.44% | +51,577,799 | New |
| State Street Corp | 37,506,950 | $12.8B | 0.44% | −423,673−1.1% | Reduced |
| Capital Research Global Investors | 29,455,424 | $10.1B | 1.56% | −3,251,625−9.9% | Reduced |
| Invesco Ltd. | 26,365,590 | $9.01B | 0.88% | +482,042+1.9% | Added |
| Geode Capital Management, LLC | 21,921,798 | $7.48B | 0.47% | +3,313,100+17.8% | Added |
| Vanguard Portfolio Management LLC | 17,261,696 | $5.90B | 0.31% | +17,261,696 | New |
| Morgan Stanley | 11,843,881 | $4.05B | 0.24% | +373,046+3.3% | Added |
| UBS Asset Management Americas Inc | 9,997,208 | $3.42B | 0.71% | −691,024−6.5% | Reduced |
| Ameriprise Financial Inc | 8,942,024 | $3.06B | 0.71% | −1,351,228−13.1% | Reduced |
| Northern Trust Corp | 8,788,352 | $3.00B | 0.40% | −209,575−2.3% | Reduced |
| Bank of New York Mellon Corp | 8,599,639 | $2.94B | 0.54% | −346,201−3.9% | Reduced |
| Goldman Sachs Group Inc | 7,861,728 | $2.69B | 0.35% | +1,165,983+17.4% | Added |
| Van Eck Associates Corp | 6,639,720 | $2.27B | 1.70% | −1,206,682−15.4% | Reduced |
| Amundi | 6,561,331 | $2.24B | 0.61% | +312,789+5.0% | Added |
| Deutsche Bank AG | 6,494,721 | $2.22B | 0.73% | +70,248+1.1% | Added |
| Legal & General Group Plc | 6,411,792 | $2.19B | 0.51% | +39,373+0.6% | Added |
| FMR LLC | 6,397,824 | $2.19B | 0.12% | +1,563,235+32.3% | Added |
| Sanders Capital, LLC | 6,175,172 | $2.11B | 2.51% | −2,660,789−30.1% | Reduced |
| Price T Rowe Associates Inc | 6,062,925 | $2.07B | 0.24% | +678,669+12.6% | Added |
| Nuveen, LLC | 6,000,931 | $2.05B | 0.56% | −1,673,493−21.8% | Reduced |
| Bank of America Corp | 5,385,603 | $1.84B | 0.13% | −1,483,627−21.6% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 5,248,202 | $1.79B | 6.17% | −736,130−12.3% | Reduced |
| Charles Schwab Investment Management Inc | 4,937,561 | $1.69B | 0.26% | +55,352+1.1% | Added |
| JPMorgan Chase & Co | 4,924,855 | $1.59B | 0.11% | +1,451,119+41.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,547,975 | $1.55B | 1.42% | +493,705+12.2% | Added |
| Vanguard Fiduciary Trust Co | 4,499,310 | $1.54B | 0.39% | +4,499,310 | New |
| Barclays PLC | 4,339,735 | $1.48B | 0.53% | −712,592−14.1% | Reduced |
| Alliancebernstein L.P. | 5,466,276 | $1.40B | 0.45% | −955,909−14.9% | Reduced |
| American Century Companies Inc | 3,543,844 | $1.21B | 0.62% | −84,753−2.3% | Reduced |
| UBS Group AG | 3,215,855 | $1.10B | 0.20% | −200,661−5.9% | Reduced |
| Franklin Resources Inc | 3,004,192 | $1.03B | 0.25% | −176,691−5.6% | Reduced |
| Parnassus Investments | 2,982,230 | $1.02B | 2.99% | −244,915−7.6% | Reduced |
| Dimensional Fund Advisors LP | 2,852,647 | $974.5M | 0.20% | −57,101−2.0% | Reduced |
| Swedbank AB | 2,837,124 | $969.7M | 1.02% | −126,794−4.3% | Reduced |
| Pictet Asset Management Holding SA | 2,802,843 | $957.9M | 1.01% | −43,957−1.5% | Reduced |
| Boston Partners | 2,728,418 | $933.6M | 0.98% | −45,905−1.7% | Reduced |
| First Trust Advisors LP | 2,589,257 | $885.0M | 0.63% | −426,201−14.1% | Reduced |
| Citigroup Inc | 2,483,296 | $848.8M | 0.54% | +329,448+15.3% | Added |
| Swiss National Bank | 2,327,100 | $795.4M | 0.46% | +144,100+6.6% | Added |
| Royal Bank of Canada | 2,276,567 | $778.1M | 0.15% | −517,982−18.5% | Reduced |
| Capital International Investors | 2,259,191 | $771.7M | 0.18% | −1,514,932−40.1% | Reduced |
| HSBC Holdings PLC | 2,239,018 | $763.0M | 0.45% | −205,677−8.4% | Reduced |
| Acadian Asset Management LLC | 2,137,520 | $730.5M | 1.04% | +1,891,958+770.5% | Added |
| Canada Pension Plan Investment Board | 2,105,121 | $719.5M | 0.46% | +232,473+12.4% | Added |
| BNP Paribas Arbitrage, SA | 2,074,673 | $709.1M | 0.47% | +22,642+1.1% | Added |
| Nordea Investment Management AB | 2,043,289 | $675.0M | 0.63% | −198,726−8.9% | Reduced |
| National Pension Service | 1,952,288 | $667.3M | 0.51% | +16,634+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,889,050 | $645.8M | 0.43% | +123,100+7.0% | Added |
| Voya Investment Management LLC | 1,869,811 | $639.1M | 0.67% | +1,370,401+274.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,866,513 | $638.0M | 0.41% | −103,941−5.3% | Reduced |
| California Public Employees Retirement System | 1,852,818 | $633.3M | 0.39% | −205,983−10.0% | Reduced |
| Allianz Asset Management GmbH | 1,836,311 | $627.6M | 0.72% | +506,011+38.0% | Added |
| Wells Fargo & Company | 1,816,119 | $620.7M | 0.12% | +38,621+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,757,378 | $600.7M | 0.86% | +283,286+19.2% | Added |
| Vanguard Global Advisers, LLC | 1,739,870 | $594.7M | 0.32% | +1,739,870 | New |
| Point72 Asset Management, L.P. | 1,717,122 | $586.9M | 1.02% | +1,240,022+259.9% | Added |
| Assenagon Asset Management S.A. | 1,715,242 | $586.3M | 0.94% | −202,180−10.5% | Reduced |
| Capital World Investors | 1,710,629 | $584.7M | 0.08% | −1,061,768−38.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,656,900 | $566.3M | 2.48% | +761,700+85.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,603,668 | $547.9M | 0.64% | +301,772+23.2% | Added |
| Victory Capital Management Inc | 1,586,115 | $542.1M | 0.35% | −1,512,970−48.8% | Reduced |
| Rafferty Asset Management, LLC | 1,568,561 | $536.1M | 2.18% | −722,077−31.5% | Reduced |
| Cantillon Capital Management LLC | 1,521,843 | $520.2M | 3.46% | −1,451,818−48.8% | Reduced |
| First Manhattan Co | 1,505,425 | $514.5M | 1.43% | −380,034−20.2% | Reduced |
| Raymond James Financial Inc | 1,396,189 | $476.3M | 0.15% | +127,456+10.0% | Added |
| Rhumbline Advisers | 1,389,985 | $475.1M | 0.41% | −37,179−2.6% | Reduced |
| Janus Henderson Group PLC | 1,388,708 | $474.5M | 0.23% | +558,489+67.3% | Added |
| Vanguard Asset Management, Ltd | 1,377,968 | $471.0M | 0.40% | +1,377,968 | New |
| Great West Life Assurance Co | 1,320,600 | $452.6M | 0.81% | −218,951−14.2% | Reduced |
| Citadel Advisors LLC | 1,290,552 | $441.1M | 0.31% | −1,184,671−47.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,266,323 | $432.8M | 0.69% | +415,789+48.9% | Added |
| ProShare Advisors LLC | 1,246,396 | $426.0M | 0.63% | −304,770−19.6% | Reduced |
| Russell Investments Group, Ltd. | 1,251,332 | $422.9M | 0.45% | +84,657+7.3% | Added |
| California State Teachers Retirement System | 1,224,298 | $418.5M | 0.44% | −34,725−2.8% | Reduced |
| Bessemer Group Inc | 1,216,373 | $415.7M | 0.65% | −342,990−22.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,197,178 | $409.2M | 1.06% | +468,533+64.3% | Added |
| Davis Selected Advisers | 1,197,102 | $409.2M | 1.88% | −3,004,196−71.5% | Reduced |
| Massachusetts Financial Services Co | 1,181,838 | $409.1M | 0.14% | +918,855+349.4% | Added |
| Jane Street Group, LLC | 1,192,278 | $407.5M | 0.44% | +495,637+71.1% | Added |
| Primecap Management Co | 1,174,126 | $401.3M | 0.32% | −59,700−4.8% | Reduced |
| National Bank of Canada | 1,168,471 | $399.4M | 0.41% | +183,789+18.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,175,704 | $398.1M | 1.20% | −42,125−3.5% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,156,254 | $395.2M | 1.87% | −670,896−36.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,120,721 | $383.1M | 0.71% | −120,806−9.7% | Reduced |
| Marshall Wace, LLP | 1,118,292 | $382.2M | 0.41% | +41,804+3.9% | Added |
| TD Asset Management Inc | 1,099,739 | $375.9M | 0.30% | −115,659−9.5% | Reduced |
| Neuberger Berman Group LLC | 1,020,554 | $346.8M | 0.26% | −115,987−10.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,009,618 | $345.1M | 0.27% | +648,207+179.4% | Added |
| Envestnet Asset Management Inc | 997,693 | $341.0M | 0.09% | −22,392−2.2% | Reduced |
| Principal Financial Group Inc | 979,609 | $334.8M | 0.18% | +5,841+0.6% | Added |
| EdgePoint Investment Group Inc. | 977,762 | $334.2M | 2.68% | −1,313,752−57.3% | Reduced |
| Manufacturers Life Insurance Company, The | 921,964 | $315.1M | 0.27% | −139,157−13.1% | Reduced |
| Bank of Montreal | 921,257 | $314.9M | 0.13% | −107,996−10.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 915,541 | $310.8M | 0.53% | −45,675−4.8% | Reduced |
| Jericho Capital Asset Management L.P. | 904,355 | $309.1M | 4.57% | +904,355 | New |
| New York State Common Retirement Fund | 904,092 | $309.0M | 0.43% | −6,439−0.7% | Reduced |
| Millennium Management LLC | 888,907 | $303.8M | 0.23% | −42,934−4.6% | Reduced |
| Credit Agricole S A | 883,250 | $301.9M | 0.99% | −166,078−15.8% | Reduced |
| Bank of Nova Scotia | 880,610 | $301.0M | 0.53% | +711,224+419.9% | Added |