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
- 2,954
- +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
- 1,161 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 | 3,520 | $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, 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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 2,400 | $820.3K | 0.02% | +185+8.4% | Added |
| RAM Investment Partners, LLC | 2,401 | $820.6K | 0.14% | +331+16.0% | Added |
| AGH Wealth Advisors, LLC | 2,403 | $821.3K | 0.60% | −61−2.5% | Reduced |
| PlanVest Financial, Inc | 2,407 | $822.9K | 0.63% | +2,407 | New |
| McLaughlin Asset Management, Inc. | 2,410 | $823.9K | 0.79% | −1,052−30.4% | Reduced |
| Vaughan David Investments LLC | 2,418 | $826.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,422 | $827.9K | 0.03% | −13,856−85.1% | Reduced |
| Zions Bancorporation, National Association | 2,432 | $831.2K | 0.05% | −3,515−59.1% | Reduced |
| Cromwell Holdings LLC | 2,432 | $831.2K | 0.47% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,433 | $831.6K | 0.01% | −130−5.1% | Reduced |
| Princeton Global Asset Management LLC | 2,433 | $831.6K | 0.14% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,434 | $832.0K | 0.05% | +60+2.5% | Added |
| Capstone Financial Advisors, Inc. | 2,435 | $832.4K | 0.04% | +2,435 | New |
| Global Strategic Investment Solutions, LLC | 2,452 | $838.1K | 0.08% | −335−12.0% | Reduced |
| Persium Advisors, LLC | 2,458 | $840.1K | 0.66% | −1,475−37.5% | Reduced |
| BridgePort Financial Solutions, LLC | 2,469 | $843.9K | 0.24% | −63−2.5% | Reduced |
| Insight 2811, Inc. | 2,470 | $844.2K | 0.37% | −47−1.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,473 | $845.2K | 0.04% | +2,473 | New |
| Jessup Wealth Management, Inc | 2,487 | $850.2K | 0.31% | −119−4.6% | Reduced |
| Unified Investment Management | 2,488 | $850.2K | 0.88% | −297−10.7% | Reduced |
| IMPACTfolio, LLC | 2,492 | $851.7K | 0.36% | −298−10.7% | Reduced |
| Brasada Capital Management, LP | 2,500 | $854.5K | 0.16% | +2,500 | New |
| Oak Harbor Wealth Partners, LLC | 2,508 | $857.2K | 0.20% | −486−16.2% | Reduced |
| Worthington Financial Partners, LLC | 2,509 | $857.6K | 0.74% | −968−27.8% | Reduced |
| Integrity Alliance, LLC. | 2,515 | $859.6K | 0.03% | −4,615−64.7% | Reduced |
| Hilltop Holdings Inc. | 2,527 | $863.7K | 0.08% | +1,530+153.5% | Added |
| Avidian Wealth Solutions, LLC | 2,538 | $867.6K | 0.03% | +142+5.9% | Added |
| Haven Private, LLC | 2,540 | $868.1K | 0.38% | +106+4.4% | Added |
| Axq Capital, LP | 2,542 | $868.8K | 0.11% | +2,542 | New |
| Neo Ivy Capital Management | 2,543 | $869.2K | 0.23% | +2,543 | New |
| CVA Family Office, LLC | 2,547 | $870.7K | 0.09% | +367+16.8% | Added |
| Philadelphia Investment Partners, LLC | 2,548 | $870.9K | 0.59% | +2,548 | New |
| Kaizen Financial Strategies | 2,234 | $871.0K | 0.37% | −9−0.4% | Reduced |
| Accredited Investors Inc. | 2,548 | $871.0K | 0.05% | −200−7.3% | Reduced |
| Somerset Trust Co | 2,552 | $872.2K | 0.27% | +2+0.1% | Added |
| Y.D. More Investments Ltd | 2,560 | $873.9K | 0.03% | +2,500+4,166.7% | Added |
| Cypress Wealth Services, LLC | 2,559 | $874.7K | 0.12% | −835−24.6% | Reduced |
| Buckhead Capital Management LLC | 2,561 | $875.3K | 0.33% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,572 | $879.1K | 0.17% | +72+2.9% | Added |
| Lewis Asset Management, LLC | 2,575 | $880.0K | 0.36% | +10.0% | Added |
| Financial Engines Advisors L.L.C. | 2,580 | $881.8K | 0.00% | −293−10.2% | Reduced |
| Financial Solutions Advisory Group, Inc. | 2,590 | $885.2K | 0.12% | +2,590 | New |
| Principle Wealth Partners LLC | 2,590 | $885.4K | 0.05% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 2,590 | $885.4K | 0.56% | +47+1.8% | Added |
| Summit Wealth Group LLC | 2,594 | $886.7K | 0.09% | +235+10.0% | Added |
| Aviso Wealth Management | 2,597 | $887.9K | 0.40% | +534+25.9% | Added |
| Contravisory Investment Management, Inc. | 2,599 | $888.3K | 0.18% | +2,599 | New |
| VeraBank, N.A. | 2,613 | $893.1K | 0.16% | −100−3.7% | Reduced |
| Franklin Street Advisors Inc | 2,620 | $895.5K | 0.05% | −406−13.4% | Reduced |
| Indivisible Partners | 2,620 | $895.6K | 0.08% | +2,620 | New |
| BAM Wealth Management, LLC | 2,622 | $896.2K | 0.67% | −1,022−28.0% | Reduced |
| Impact Investors, Inc | 2,636 | $901.0K | 0.63% | −1,064−28.8% | Reduced |
| 49 Wealth Management, LLC | 2,637 | $901.2K | 0.07% | −4−0.2% | Reduced |
| Waterway Wealth Management, LLC | 2,655 | $907.4K | 0.20% | −1,653−38.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,661 | $909.5K | 0.15% | −97−3.5% | Reduced |
| Teamwork Financial Advisors, LLC | 2,664 | $910.6K | 0.10% | −654−19.7% | Reduced |
| Gallacher Capital Management LLC | 2,675 | $914.4K | 0.35% | +279+11.6% | Added |
| Advisor OS, LLC | 2,676 | $914.6K | 0.07% | −253−8.6% | Reduced |
| Harrell Investment Partners, LLC | 2,677 | $915.0K | 0.22% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 2,679 | $915.7K | 0.05% | −116−4.2% | Reduced |
| Collaborative Fund Advisors, LLC | 2,681 | $916.3K | 0.57% | +2,681 | New |
| ISAM Funds (UK) Ltd | 2,687 | $918.4K | 0.45% | −14,176−84.1% | Reduced |
| International Assets Investment Management, LLC | 2,602 | $920.4K | 0.06% | −15−0.6% | Reduced |
| Cito Capital Group, LLC | 2,700 | $923.0K | 0.28% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,701 | $923.2K | 0.29% | −317−10.5% | Reduced |
| RB Capital Management, LLC | 2,705 | $924.6K | 0.20% | −68−2.5% | Reduced |
| SmartHarvest Portfolios, LLC | 2,709 | $926.0K | 0.39% | −552−16.9% | Reduced |
| Wealth Effects LLC | 2,710 | $926.3K | 0.33% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,726 | $931.7K | 0.19% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,741 | $936.8K | 0.03% | −4−0.1% | Reduced |
| Rodgers Brothers Inc. | 2,745 | $938.2K | 0.11% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,750 | $939.9K | 0.18% | +2,750 | New |
| Dutch Asset Corp | 2,757 | $942.4K | 0.63% | −929−25.2% | Reduced |
| Canopy Partners, LLC | 2,765 | $945.0K | 0.32% | +9+0.3% | Added |
| Shaker Investments LLC | 2,777 | $949.2K | 0.43% | +2,777 | New |
| Crewe Advisors LLC | 2,784 | $951.5K | 0.08% | +125+4.7% | Added |
| JGP Wealth Management, LLC | 2,788 | $952.9K | 0.10% | −18−0.6% | Reduced |
| Tranquilli Financial Advisor LLC | 2,797 | $956.0K | 0.56% | −713−20.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,800 | $957.0K | 0.14% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,801 | $957.5K | 0.14% | −173−5.8% | Reduced |
| Fortis Capital Advisors, LLC | 2,805 | $958.7K | 0.13% | +1,768+170.5% | Added |
| Icon Wealth Advisors, LLC | 2,507 | $959.3K | 0.06% | +832+49.7% | Added |
| State of Wyoming | 2,807 | $959.4K | 0.11% | −150−5.1% | Reduced |
| Howland Capital Management LLC | 2,812 | $961.1K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,816 | $962.5K | 0.39% | +2,816 | New |
| Allium Financial Advisors, LLC | 2,823 | $964.9K | 0.77% | +16+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 2,825 | $965.6K | 0.26% | +2,316+455.0% | Added |
| Fullerton Fund Management Co Ltd. | 2,828 | $966.6K | 0.08% | −206−6.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,835 | $969.0K | 0.05% | +400+16.4% | Added |
| Independent Solutions Wealth Management, LLC | 2,840 | $970.7K | 0.14% | +2,840 | New |
| Natural Investments, LLC | 2,841 | $971.0K | 0.24% | +136+5.0% | Added |
| Hudock, Inc. | 2,841 | $971.2K | 0.14% | −26−0.9% | Reduced |
| Duncker Streett & Co Inc | 2,846 | $972.7K | 0.18% | −50−1.7% | Reduced |
| Physicians Financial Services, Inc. | 2,846 | $973.0K | 0.27% | +88+3.2% | Added |
| Eagle Strategies LLC | 2,858 | $976.8K | 0.12% | +1,290+82.3% | Added |
| Expressive Wealth LLC | 2,285 | $979.4K | 0.93% | −47−2.0% | Reduced |
| Ibex Wealth Advisors | 2,871 | $981.1K | 0.09% | +2,871 | New |
| McGowan Group Asset Management, Inc. | 2,872 | $981.5K | 0.13% | +10.0% | Added |
| Evolve Private Wealth, LLC | 2,875 | $982.7K | 0.05% | +1,067+59.0% | Added |
| Old Port Advisors | 2,878 | $983.7K | 0.23% | 00.0% | Unchanged |