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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; 3,519 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.

Institutional holdersQ1 2026: 2,955 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,519 institutions
Value heldQ1 2026: $219.0B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,519$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q4 2025.

Institutions holding AMAT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TD Capital Management LLC0$350.00%0Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.1$3420.00%−2,410−100.0%Reduced
Nvest Wealth Strategies, Inc.1$3420.00%+1New
Walsh & Associates, LLC1$3420.00%+1New
Strategic Advocates LLC2$6840.00%−2,194−99.9%Reduced
ROSS\JOHNSON & Associates LLC2$6840.01%−2−50.0%Reduced
ORG Wealth Partners, LLC3$1.02K0.00%−83−96.5%Reduced
3 Factor Indexing, LLC3$1.03K0.00%+3New
LM Advisors LLC371$1.09K0.02%+112+43.2%Added
Curio Wealth, LLC4$1.37K0.00%+4New
PFS Partners, LLC4$1.37K0.00%00.0%Unchanged
POM Investment Strategies, LLC5$1.71K0.00%+5New
Navigoe, LLC7$2.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC6$2.05K0.00%00.0%Unchanged
Trust Co6$2.05K0.00%00.0%Unchanged
Lodestone Wealth Management LLC6$2.05K0.00%00.0%Unchanged
Lummis Asset Management, LP6$2.05K0.00%00.0%Unchanged
Proathlete Wealth Management LLC7$2.39K0.00%00.0%Unchanged
Benson Wealth Management INC7$2.39K0.00%+2+40.0%Added
Investors Portfolio Services LLC7$2.69K0.00%+3+75.0%Added
GoalVest Advisory LLC8$2.73K0.00%+8New
Seneschal Advisors, LLC8$2.73K0.00%00.0%Unchanged
Sunrise Financial Services, LLC9$3.08K0.00%+9New
LGT Financial Advisors LLC10$3.42K0.02%00.0%Unchanged
Louisbourg Investments Inc.10$3.42K0.00%00.0%Unchanged
Advocate Investing Services LLC10$3.42K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd10$3.42K0.01%+10New
Hamrick Investment Counsel, llc10$3.42K0.00%+10New
Medallion Wealth Advisors, LLC12$4.10K0.00%−38−76.0%Reduced
Morton Brown Family Wealth, LLC12$4.10K0.00%00.0%Unchanged
HFM Investment Advisors, LLC12$4.10K0.00%+2+20.0%Added
Corsicana & Co.29$4.21K0.00%00.0%Unchanged
WestEnd Advisors, LLC13$4.44K0.00%00.0%Unchanged
Key Capital Management, INC13$4.44K0.00%+10+333.3%Added
Estabrook Capital Management13$4.44K0.00%+13New
Fairman Group, LLC14$4.79K0.00%00.0%Unchanged
PayPay Securities Corp13$5.07K0.18%−4−23.5%Reduced
Three Bearings Fiduciary Advisors, Inc.15$5.13K0.00%00.0%Unchanged
McGuire Capital Advisors Inc15$5.13K0.00%+14+1,400.0%Added
DecisionPoint Financial, LLC16$5.47K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC17$5.81K0.00%−90−84.1%Reduced
Strategic Wealth Advisors LLC19$6.00K0.00%+19New
Align Financial, LLC20$6.84K0.00%−5,120−99.6%Reduced
Redwood Park Advisors LLC20$6.88K0.01%−3−13.0%Reduced
New England Capital Financial Advisors LLC21$7.27K0.00%00.0%Unchanged
Winch Advisory Services, LLC23$7.79K0.00%00.0%Unchanged
Scarborough Advisors, LLC23$7.86K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC23$7.86K0.01%+23New
Kozak & Associates, Inc.20$7.92K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC25$8.54K0.00%+25New
American Capital Advisory, LLC27$9.23K0.00%+2+8.0%Added
LFA - Lugano Financial Advisors SA28$9.57K0.00%00.0%Unchanged
Hickory Point Bank & Trust28$9.57K0.01%+28New
CoreFirst Bank & Trust29$9.91K0.01%00.0%Unchanged
Clayton Financial Group LLC29$9.91K0.01%00.0%Unchanged
Phillip James Consulting Co.31$10.0K0.01%+9+40.9%Added
Roxbury Financial LLC30$10.3K0.01%−6−16.7%Reduced
Greykasell Wealth Strategies, Inc.31$10.4K0.00%+23+287.5%Added
Evolution Wealth Management Inc.31$10.7K0.01%00.0%Unchanged
Security National Bank32$10.9K0.00%00.0%Unchanged
Caitlin John, LLC33$11.3K0.01%−3−8.3%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna33$11.3K0.00%+33New
Park Square Financial Group, LLC34$11.6K0.09%00.0%Unchanged
Main Street Group, LTD34$11.6K0.00%+34New
MPWM Advisory Solutions, LLC36$12.3K0.01%00.0%Unchanged
Purpose Unlimited Inc.40$13.7K0.00%+40New
Robinswood Financial LLC40$14.0K0.00%00.0%Unchanged
Fairway Wealth LLC42$14.4K0.00%00.0%Unchanged
Ravenstone Capital Management Inc.42$14.4K0.01%+42New
MJT & Associates Financial Advisory Group, Inc.43$14.7K0.01%−42−49.4%Reduced
Clark Wealth Partners44$15.0K0.01%+44New
Comprehensive Financial Planning, Inc.45$15.4K0.01%00.0%Unchanged
10Elms LLP45$15.4K0.01%+45New
Burk Holdings LLC48$16.4K0.01%+48New
Quest 10 Wealth Builders, Inc.50$17.1K0.01%+25+100.0%Added
Glynn Capital Management LLC50$17.1K0.01%+50New
Copia Wealth Management50$17.1K0.01%00.0%Unchanged
NorthAvenue LLC50$17.1K0.01%00.0%Unchanged
Holos Integrated Wealth LLC50$17.7K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC53$18.0K0.00%00.0%Unchanged
Piscataqua Savings Bank53$18.1K0.01%00.0%Unchanged
Kingdom Financial Group LLC.54$18.4K0.01%+33+157.1%Added
Lloyd Advisory Services, LLC.54$18.4K0.01%+54New
Gen-Wealth Partners Inc55$18.8K0.01%+55New
Coston, McIsaac & Partners58$19.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd56$19.1K0.00%−12−17.6%Reduced
Signature Resources Capital Management, LLC56$19.1K0.01%+12+27.3%Added
Accordant Advisory Group Inc56$19.1K0.01%+56New
Synergy Investment Management, LLC56$19.1K0.01%+56New
United Financial Planning Group LLC58$19.8K0.01%+55+1,833.3%Added
Vermillion Wealth Management, Inc.58$19.9K0.01%+45+346.2%Added
Tompkins Financial Corp59$20.2K0.00%00.0%Unchanged
Capital & Planning, LLC59$20.2K0.01%+59New
Napier Financial, LLC61$20.8K0.00%+61New
Halbert Hargrove Global Advisors, LLC61$20.9K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC52$21.3K0.01%−117−69.2%Reduced
Mosley Wealth Management106$21.7K0.01%+106New
Old Second National Bank of Aurora65$22.2K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC65$22.2K0.01%00.0%Unchanged
Stone House Investment Management, LLC69$23.4K0.00%+35+102.9%Added