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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.

Q1 2026 vs. Q4 2025

How the institutions holding Applied Materials Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AMAT: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2,645452,955+355
Shares660.8M89.2M643.3M+71.7M (+12.5%)
Value$169.7B$22.9B$219.0B+$72.2B (+49.2%)

45 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (465)

Institutions that held Applied Materials Inc at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 465 by value.

Institutions new to AMAT in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC51,577,799$17.6B0.44%
Vanguard Portfolio Management LLC17,261,696$5.90B0.31%
Vanguard Fiduciary Trust Co4,499,310$1.54B0.39%
Vanguard Global Advisers, LLC1,739,870$594.7M0.32%
Vanguard Asset Management, Ltd1,377,968$471.0M0.40%
Jericho Capital Asset Management L.P.904,355$309.1M4.57%
SEB Asset Management AB512,119$175.0M0.75%
Anther Capital Ltd458,157$156.6M4.09%
Vanguard Investments Australia, Ltd.395,608$135.2M0.39%
Actiam N.V.382,307$130.7M1.28%
Sculptor Capital LP297,800$101.8M1.15%
Palestra Capital Management LLC286,566$97.9M3.85%
CIBC Bancorp USA Inc.261,889$89.5M0.12%
Blackstone Group Inc.248,751$85.0M0.35%
Tredje AP-fonden231,828$79.2M0.43%
Atalanta Sosnoff Capital, LLC214,148$73.2M1.57%
Border to Coast Pensions Partnership Ltd205,377$70.4M1.19%
Styrax Capital, LP200,000$68.4M4.77%
Seven Grand Managers, LLC150,000$51.3M3.43%
Aware Super Pty Ltd as trustee of Aware Super142,453$48.7M0.74%
Capitolis Liquid Global Markets LLC141,348$48.3M0.31%
Contour Asset Management LLC141,341$48.3M1.57%
NS Partners Ltd136,580$46.7M2.09%
Capital Fund Management S.A.133,003$45.5M0.41%
Empowered Funds, LLC125,765$43.0M0.27%
Nearwater Capital Markets, Ltd124,000$42.4M1.00%
Hamilton Capital Partners Inc.114,808$39.2M1.32%
Ilmarinen Mutual Pension Insurance Co100,566$34.4M0.27%
Ardmore Road Asset Management LP95,000$32.5M2.14%
Tairen Capital Ltd86,800$29.7M3.21%
TIAA Wealth Investment Management LLC85,917$29.4M0.22%
Nishkama Capital, LLC83,939$28.7M4.08%
Kinetic Partners Management, LP82,900$28.3M1.59%
Milford Funds Ltd79,545$27.2M0.57%
Covea Finance71,700$24.5M0.86%
Ceredex Value Advisors LLC68,771$23.5M0.74%
Zweig-DiMenna Associates LLC65,300$22.3M3.13%
Senator Investment Group LP65,000$22.2M1.02%
Oppenheimer & Co Inc61,907$21.2M0.26%
Jain Global LLC56,483$19.3M0.25%
E Fund Management Co., Ltd.52,892$18.1M0.54%
Connor, Clark & Lunn Investment Management Ltd.48,978$16.7M0.04%
Longaeva Partners L.P.48,642$16.6M0.80%
Oppenheimer Asset Management Inc.48,216$16.5M0.19%
SIH Partners, LLLP44,219$15.1M0.47%
Cooper Creek Partners Management LLC39,691$13.6M0.65%
Steadfast Capital Management LP37,900$13.0M0.49%
Insight Holdings Group, LLC37,355$12.8M0.90%
Generate Investment Management Ltd36,882$12.6M0.62%
AIA Group Ltd36,720$12.6M0.18%
3G Capital Partners LP35,000$12.0M4.25%
GDS Wealth Management33,764$11.5M0.69%
Ontario Teachers Pension Plan Board32,414$11.1M0.32%
Pacifica Partners Inc.30,830$10.5M3.50%
Waratah Capital Advisors Ltd.30,664$10.5M0.94%
Tiaa-Cref Individual & Institutional Services, LLC30,502$10.4M0.04%
Saudi Central Bank29,268$10.0M0.21%
Night Owl Capital Management, LLC28,525$9.75M1.14%
Spartan Wealth Advisory Services LLC27,236$9.31M0.81%
Y-Intercept (Hong Kong) Ltd26,169$8.94M0.17%
Ardsley Advisory Partners LP25,000$8.54M1.30%
Financiere des Professionnels - Fonds d,investissement inc.23,944$8.18M0.48%
Gunderson Capital Management Inc.23,098$7.89M3.30%
KR Capital LP21,757$7.44M1.49%
Science & Technology Partners, L.P.21,550$7.37M1.93%
Hilton Capital Management, LLC17,856$6.10M0.46%
Armistice Capital, LLC16,503$5.64M0.19%
Talon Private Wealth, LLC16,417$5.61M0.75%
Brighton Jones LLC15,550$5.31M0.12%
Milestone Asset Management, LLC14,235$4.87M0.90%
Quest Investment Management LLC14,012$4.79M0.56%
Sycomore Asset Management22,252$4.66M0.67%
Cache Advisors, LLC13,617$4.65M0.54%
Next Century Growth Investors LLC13,367$4.57M0.33%
Connective Capital Management, LLC12,349$4.22M3.48%
Hidden Lake Asset Management LP11,880$4.06M2.69%
Western Financial Corp11,698$4.00M1.57%
Stonebridge Capital Management Inc11,055$3.78M1.72%
Pacific Capital Partners Ltd11,000$3.76M3.71%
Benchmark Investment Advisors LLC10,803$3.69M2.15%
Mitchell Capital Management Co10,697$3.66M0.67%
Goldstream Capital Management Ltd10,142$3.47M5.16%
Graham Capital Management, L.P.10,081$3.45M0.12%
KP Management LLC10,000$3.42M0.98%
Everest Management Corp.9,220$3.15M1.60%
Left Brain Wealth Management, LLC7,649$2.61M1.03%
Camarda Financial Advisors, LLC7,498$2.56M1.35%
Integrated Quantitative Investments LLC7,273$2.49M0.45%
Bridgefront Capital, LLC7,230$2.47M0.61%
Summit Wealth Partners, LLC7,223$2.47M0.39%
Timothy G. Youngquist 2020 Irrevocable Trust7,054$2.41M1.18%
Quantbot Technologies LP7,049$2.41M0.10%
First Affirmative Financial Network6,911$2.36M0.92%
Highview Capital Management LLC6,760$2.31M0.84%
Davis Asset Management, L.P.6,626$2.26M0.07%
Jackson Square Capital, LLC6,319$2.16M0.45%
Evergreen Wealth Solutions, LLC6,272$2.14M0.15%
Element Squared LLC6,263$2.14M1.21%
Oasis Advisors, LLC6,160$2.11M0.41%
MOKAN Wealth Management Inc.6,051$2.07M0.92%

Sold out (110)

Institutions that held Applied Materials Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of AMAT in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
HRT Financial LP910,441$234.0M
Sound Shore Management Inc280,589$72.1M
Southpoint Capital Advisors LP250,000$64.2M
Meridiem Capital Partners LP242,022$62.2M
Rakuten Investment Management, Inc.167,938$44.2M
Talos Asset Management LP157,099$40.4M
CloudAlpha Capital Management Limited/Hong Kong140,773$36.2M
Genoa Capital Gestora de Recursos Ltda.75,504$19.4M
Trexquant Investment LP67,903$17.5M
Governors Lane LP46,032$11.8M
Cobalt Capital Management, Inc.41,000$10.5M
Cornerstone Advisors, LLC36,300$9.33M
Hel Ved Capital Management Ltd32,245$8.29M
Axxcess Wealth Management, LLC29,968$7.70M
Group One Trading, L.P.21,809$5.60M
Maplelane Capital, LLC21,000$5.40M
Havemeyer Place LP16,984$4.36M
Taproot Management LP16,055$4.13M
Capstone Triton Financial Group, LLC12,806$3.29M
Greenup Street Wealth Management LLC12,743$3.27M
Pensionfund Sabic10,600$2.72M
ADAPT Investment Managers SA10,177$2.62M
Sage Mountain Advisors LLC7,306$1.88M
SOL Capital Management CO7,029$1.81M
Abc Arbitrage SA7,007$1.80M
Fischer Financial Services, Inc.6,080$1.56M
Edgestream Partners, L.P.6,038$1.55M
Element Capital Management LLC5,805$1.49M
Oxford Asset Management LLP5,596$1.44M
Inceptionr LLC5,516$1.42M
Coronation Fund Managers Ltd.5,002$1.29M
Quest Partners LLC4,615$1.19M
Catalyst Funds Management Pty Ltd4,584$1.18M
Machina Capital S.A.S.4,519$1.16M
Dockside LLC4,341$1.12M
Virtu Financial LLC3,734$959.0K
Mach-1 Financial Group, Inc.3,575$918.7K
Sandler Capital Management3,426$880.4K
Opal Capital LLC2,628$868.9K
O'Keefe Stevens Advisory, Inc.3,234$831.1K
CSS LLC2,560$657.9K
Clear Street Markets LLC2,397$616.0K
Daviman Financial, LLC2,310$593.7K
Affinity Investment Advisors, LLC2,298$590.6K
Covenant Partners, LLC2,167$556.9K
Dymon Asia Capital (Singapore) Pte. Ltd.2,145$551.2K
Worth Financial Advisory Group, LLC2,084$535.6K
Versor Investments LP2,067$531.2K
Heck Capital Advisors, LLC2,064$530.4K
Sentry Investment Management LLC2,023$520.0K
Terry L. Blaker1,941$498.8K
BlueCrest Capital Management Ltd1,850$475.4K
CMT Capital Markets Trading GmbH1,849$475.0K
Fiduciary Wealth Partners, LLC1,813$465.9K
WBI Investments1,608$413.3K
ESG Planning1,428$367.1K
RKL Wealth Management LLC1,427$366.8K
Vanguard Capital Wealth Advisors1,408$361.8K
Maridea Wealth Management LLC1,387$356.4K
CFO4Life Group, LLC1,378$354.1K
Axiom Financial Strategies, LLC1,328$341.3K
Arista Wealth Management, LLC1,237$317.9K
Teza Capital Management LLC1,235$317.4K
Torray LLC1,200$308.4K
Financial Security Advisor, Inc.1,173$301.5K
Corecam AG1,138$292.5K
Legacy Capital Group California, Inc.1,003$257.8K
SeaBridge Investment Advisors LLC1,000$257.0K
Caliber Wealth Management, LLC947$243.5K
Trust Investment Advisors944$242.6K
Moody Lynn & Lieberson, LLC921$236.7K
Omnia Family Wealth, LLC915$235.1K
Andina Capital Management, LLC893$229.5K
GK Wealth Management LLC893$229.4K
TFB Advisors LLC838$215.4K
Parsonex Advisory Services, Inc.838$215.4K
Wealth Alliance815$209.4K
Harding Loevner LP809$207.9K
Oxbow Advisors, LLC800$205.6K
Promethium Advisors,llc800$205.6K
Cypress Advisory Group LLC795$204.3K
Saba Capital Management, L.P.794$204.1K
Austin Wealth Management, LLC717$201.9K
Roman Butler Fullerton & Co629$201.5K
Two Sigma Securities, LLC779$200.2K
Kohmann Bosshard Financial Services, LLC500$128.5K
MidAtlantic Capital Management, Inc.272$69.9K
Cedar Wealth Management, LLC265$68.0K
Navalign, LLC238$61.2K
Mountain Hill Investment Partners Corp.225$57.8K
Pilgrim Partners Asia Pte Ltd180$46.3K
Modus Advisors, LLC177$45.5K
Optima Capital LLC152$39.1K
Vermillion & White Wealth Management Group, LLC91$23.4K
Greenline Wealth Management LLC75$19.2K
Chapman Financial Group, LLC70$18.0K
Tucker Asset Management LLC48$12.3K
Family CFO Inc45$11.6K
Wealth Watch Advisors, INC45$11.6K
Luminist Capital LLC32$8.16K

Not filed for Q1 2026 yet (45)

Institutions that held Applied Materials Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMAT in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc76,779,340$19.7B
Norges Bank11,123,168$2.86B
Capitolis Liquid Global Markets LLC301,328$77.4M
Forsta Ap-Fonden209,800$53.9M
CIBC World Markets Corp194,283$49.9M
Comerica Bank151,593$39.0M
Trust Co of Vermont130,526$33.5M
BancorpSouth Bank116,833$30.0M
CIBC Private Wealth Group, LLC32,920$8.46M
Global Retirement Partners, LLC29,684$7.63M
MIG Capital, LLC20,359$5.23M
FineMark National Bank & Trust19,390$4.98M
Alpha Cubed Investments, LLC19,354$4.97M
Cape Cod Five Cents Savings Bank19,717$3.98M
Motiv8 Investments LLC6,480$1.67M
Cornercap Investment Counsel Inc5,357$1.38M
Riverpark Capital Management LLC4,829$1.24M
MidWestOne Financial Group, Inc.4,767$1.23M
STF Management LP4,561$1.17M
Heritage Financial Services, LLC4,517$1.16M
Maxele Advisors, LLC4,385$1.13M
Clarius Group, LLC4,187$1.08M
David Loasby3,412$1.05M
Canandaigua National Bank & Trust Co3,584$921.1K
Financial Advisory Corp3,512$903.0K
Militia Capital Partners, LP3,200$822.4K
Thomasville National Bank2,367$608.3K
Running Point Capital Advisors, LLC2,135$548.7K
Greenberg Financial Group1,440$370.1K
Vantus Wealth LLC1,421$365.2K
Blue Barn Wealth, LLC1,212$311.6K
Veratis Advisors, Inc.863$311.4K
McCarthy Asset Management, Inc.1,162$298.6K
DV Equities, LLC1,124$288.9K
Austin Private Wealth, LLC1,110$285.3K
Vantage Financial Partners, LLC1,051$270.2K
Meritage Portfolio Management1,028$264.2K
SG Trading Solutions, LLC979$252.0K
McCarthy & Cox800$205.6K
Ransom Advisory, Ltd500$128.5K
ORG Partners LLC351$90.3K
Redmont Wealth Advisors LLC126$32.4K
GPS Wealth Strategies Group, LLC100$25.7K
O'Brien Wealth Partners LLC5$1.28K
New Millennium Group LLC0$13