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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.

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: 3,520 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 20263,520$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
Bedminster, LLC1,700$581.0K0.54%00.0%Unchanged
Oxford Wealth Group, LLC1,706$583.2K0.32%−48−2.7%Reduced
Weaver Capital Management LLC1,711$584.8K0.13%−125−6.8%Reduced
Soundwatch Capital LLC1,713$585.5K0.07%00.0%Unchanged
Absolute Capital Management, LLC1,715$586.2K0.19%+1,715New
Alhambra Investment Partners LLC1,718$587.2K0.27%−401−18.9%Reduced
Aster Capital Management (DIFC) Ltd4,057$588.8K0.19%+3,963+4,216.0%Added
Shay Capital LLC1,725$589.6K0.08%+1,725New
Mesirow Financial Investment Management, Inc.1,725$589.7K0.01%+331+23.7%Added
Biltmore Family Office, LLC1,730$591.3K0.08%00.0%Unchanged
Ellis Investment Partners, LLC1,735$593.3K0.10%+7+0.4%Added
ODonnell Financial Services, LLC1,737$593.7K0.20%00.0%Unchanged
Hohimer Wealth Management, LLC1,737$593.8K0.07%−17,398−90.9%Reduced
Strategic Blueprint, LLC1,739$594.3K0.03%+181+11.6%Added
Greenspring Advisors, LLC1,741$595.2K0.04%+78+4.7%Added
Parus Finance (UK) Ltd1,743$595.7K0.18%+1,743New
Cane Capital Partners, LLC1,745$596.4K0.26%−120−6.4%Reduced
Spirepoint Private Client, LLC1,748$597.4K0.06%+82+4.9%Added
Southland Equity Partners LLC1,753$599.0K0.12%+134+8.3%Added
Five Oceans Advisors1,753$599.2K0.22%+15+0.9%Added
Whelan Financial1,754$599.6K0.19%+52+3.1%Added
Wellington Grp LLC1,767$603.9K0.19%+171+10.7%Added
MidFirst Bank1,772$605.7K0.05%−1,492−45.7%Reduced
Osborne Partners Capital Management, LLC1,775$606.7K0.03%+16+0.9%Added
Clarity Wealth Advisors, LLC1,790$611.8K0.13%00.0%Unchanged
Baron Silver Stevens Financial Advisors, LLC1,795$613.5K0.09%00.0%Unchanged
Financial Network Wealth Management LLC1,800$615.0K0.19%00.0%Unchanged
LRI Investments, LLC1,805$616.9K0.05%+706+64.2%Added
BLB&B Advisors, LLC1,810$618.6K0.03%−17−0.9%Reduced
Kathmere Capital Management, LLC1,816$620.7K0.04%+582+47.2%Added
Armis Advisers, LLC1,423$621.2K0.06%+64+4.7%Added
AIMZ Investment Advisors, LLC1,818$621.4K0.19%−27−1.5%Reduced
Thrive Wealth Management, LLC1,823$623.2K0.09%+99+5.7%Added
Tradewinds, LLC.1,602$623.3K0.20%+271+20.4%Added
Ethos Financial Group, LLC1,825$623.5K0.05%+803+78.6%Added
Fulton Breakefield Broenniman LLC1,831$625.8K0.04%−142−7.2%Reduced
Golden State Equity Partners1,831$626.2K0.05%+1,831New
Prota Financial, LLC1,833$626.5K0.45%−274−13.0%Reduced
Sheets Smith Wealth Management1,835$627.2K0.07%+17+0.9%Added
Simon Quick Advisors, LLC1,836$627.5K0.03%−644−26.0%Reduced
W.G. Shaheen & Associates DBA Whitney & Co1,841$629.2K0.05%+50+2.8%Added
Allen Capital Group, LLC1,850$632.3K0.06%+336+22.2%Added
Berkshire Bank1,850$632.3K0.13%00.0%Unchanged
Nemes Rush Group LLC1,852$633.1K0.06%+5+0.3%Added
World Equity Group, Inc.1,853$633.3K0.16%+254+15.9%Added
Platform Technology Partners1,854$633.6K0.12%−155−7.7%Reduced
Peoples Bank1,863$636.8K0.39%−428−18.7%Reduced
Pictet & Cie (Europe) SA1,872$637.0K0.01%−389−17.2%Reduced
Vantage Point Financial LLC1,867$638.3K0.22%+76+4.2%Added
Heartwood Wealth Advisors LLC1,868$638.5K0.06%00.0%Unchanged
Telos Capital Management, Inc.1,869$638.8K0.06%−160−7.9%Reduced
Prakash Investment Advisors LLC1,870$639.1K0.54%−200−9.7%Reduced
Carbahal Olsen Financial Services Group, LLC1,872$639.8K0.51%−2−0.1%Reduced
Fi3 FINANCIAL ADVISORS, LLC1,875$640.9K0.18%+493+35.7%Added
Red Reef Advisors LLC1,881$642.9K0.67%00.0%Unchanged
Old National Bancorp1,885$644.3K0.01%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,885$644.3K0.28%00.0%Unchanged
Centennial Wealth Advisory LLC1,885$644.4K0.16%−874−31.7%Reduced
Financial Council Asset Management Inc1,886$644.6K0.25%00.0%Unchanged
AMG National Trust Bank1,889$645.6K0.01%+123+7.0%Added
Cassaday & Co Wealth Management LLC1,889$645.7K0.01%+988+109.7%Added
Iams Wealth Management, LLC1,893$647.1K0.23%+1,893New
QTR Family Wealth, LLC1,637$647.7K0.27%+64+4.1%Added
Whalen Wealth Management Inc.1,897$648.3K0.35%+1,897New
New England Research & Management, Inc.1,900$649.4K0.27%+1,900New
Ignite Planners, LLC1,902$650.1K0.10%+301+18.8%Added
ProCore Advisors, LLC1,902$650.1K1.00%−284−13.0%Reduced
Regent Peak Wealth Advisors LLC1,904$650.8K0.13%+34+1.8%Added
River Wealth Advisors LLC1,908$652.0K0.07%+24+1.3%Added
United Community Bank1,908$652.1K0.22%−211−10.0%Reduced
Old Mission Investment Co LLC1,910$652.8K0.15%+1,910New
Up Strategic Wealth Investment Advisors LLC1,590$652.9K0.41%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1,912$653.5K0.10%+35+1.9%Added
Peterson Wealth Services1,916$654.9K0.16%+790+70.2%Added
Strategic Wealth Partners, Ltd.1,918$655.4K0.05%+21+1.1%Added
Selective Wealth Management, Inc.1,724$659.8K0.20%−13−0.7%Reduced
Beacon Financial Group1,933$660.7K0.07%+15+0.8%Added
Range Financial Group LLC1,941$663.4K0.22%−41−2.1%Reduced
WFA of San Diego, LLC1,941$663.4K0.53%00.0%Unchanged
Sterling Investment Counsel, LLC1,954$667.9K0.19%+61+3.2%Added
Addison Advisors LLC1,958$669.2K0.15%+10+0.5%Added
Clay Northam Wealth Management, LLC1,959$669.6K0.38%+35+1.8%Added
Grant Street Asset Management, Inc.1,960$669.9K0.13%−258−11.6%Reduced
Alteri Wealth LLC1,961$670.2K0.22%−8−0.4%Reduced
First Heartland Consultants, Inc.1,963$670.9K0.05%−345−14.9%Reduced
Wolff Financial Management LLC1,965$671.6K0.15%00.0%Unchanged
Redwood Investment Management, LLC1,965$672.0K0.08%−1,202−38.0%Reduced
Darden Wealth Group Inc1,970$673.3K0.34%00.0%Unchanged
Camden National Bank1,980$676.7K0.09%00.0%Unchanged
Milestones Private Investment Advisors LLC2,000$683.6K0.60%−6−0.3%Reduced
Paradigm Capital Management Inc2,000$683.6K0.03%00.0%Unchanged
Consolidated Capital Management, LLC2,000$683.6K0.22%00.0%Unchanged
Blue Rock Wealth Management LLC2,000$683.6K0.43%00.0%Unchanged
Trust Co of Kansas2,002$684.0K0.38%−234−10.5%Reduced
BNB Wealth Management, LLC2,001$684.0K0.44%+221+12.4%Added
Spinnaker Investment Group, LLC2,003$684.6K0.14%−62−3.0%Reduced
Empirical Asset Management, LLC2,003$684.6K0.18%+2,003New
Hilton Head Capital Partners, LLC2,004$684.9K0.39%+1,809+927.7%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,717$685.9K0.01%00.0%Unchanged
Walker Asset Management, LLC2,020$690.3K0.37%+3+0.1%Added