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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
2,954
+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.

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
Alesco Advisors LLC2,884$985.7K0.03%+2,884New
J.Safra Asset Management Corp2,886$986.5K0.05%+2,796+3,106.7%Added
Sonoma Allocations LLC2,797$987.4K0.34%−599−17.6%Reduced
Verdad Advisers, LP2,894$989.1K1.11%+2,894New
Cercano Management LLC2,896$989.8K0.04%00.0%Unchanged
Fortress Wealth Group, LLC2,811$991.1K0.37%+1,214+76.0%Added
Jordan Park Group LLC2,900$991.2K0.05%00.0%Unchanged
Lincoln Capital Corp2,913$995.6K0.37%+2,913New
WealthTrust Axiom LLC2,925$999.7K0.25%+111+3.9%Added
Cpwa, LLC2,259$1.00M1.20%+2,259New
Forum Financial Management, LP2,936$1.00M0.01%−7,759−72.5%Reduced
Viawealth, LLC2,939$1.00M0.56%−633−17.7%Reduced
Corps Capital Advisors, LLC2,939$1.00M0.87%+850+40.7%Added
NTV Asset Management LLC2,942$1.01M0.11%00.0%Unchanged
Root Financial Partners, LLC2,945$1.01M0.05%−569−16.2%Reduced
Sym Financial Corp2,964$1.01M0.10%+267+9.9%Added
Westbourne Investment Advisors, Inc.2,965$1.01M0.30%00.0%Unchanged
Sandy Cove Advisors, LLC2,967$1.01M0.30%−40−1.3%Reduced
United Advisor Group, LLC2,978$1.02M0.13%+147+5.2%Added
Sonoma Private Wealth LLC2,980$1.02M1.25%−2,287−43.4%Reduced
Prestige Wealth Management Group LLC2,992$1.02M0.20%+5+0.2%Added
Boit C F David3,000$1.03M0.46%00.0%Unchanged
Evermay Wealth Management LLC3,001$1.03M0.11%+14+0.5%Added
Abel Hall, LLC3,001$1.03M0.22%+673+28.9%Added
Tiaa Trust, National Association3,005$1.03M0.06%−40,761−93.1%Reduced
Patrick M Sweeney & Associates, Inc3,005$1.03M0.66%00.0%Unchanged
Klein Pavlis & Peasley Financial, Inc.3,005$1.03M0.57%−1,662−35.6%Reduced
Albert D Mason Inc3,009$1.03M0.67%−49−1.6%Reduced
Aspiriant, LLC3,014$1.03M0.03%−238−7.3%Reduced
Probity Advisors, Inc.3,024$1.03M0.16%−153−4.8%Reduced
Field & Main Bank3,025$1.03M0.30%−15−0.5%Reduced
Athena Investment Management3,028$1.03M0.54%−161−5.0%Reduced
Guardian Investment Management3,030$1.04M0.84%−1,048−25.7%Reduced
Trust Point Inc.3,035$1.04M0.09%+246+8.8%Added
NBT Bank N A3,041$1.04M0.07%−9−0.3%Reduced
Haverford Trust Co3,044$1.04M0.01%−13−0.4%Reduced
Visionary Wealth Advisors3,048$1.04M0.05%+387+14.5%Added
Balboa Wealth Partners3,051$1.04M0.17%+950+45.2%Added
Heartland Bank & Trust Co3,057$1.04M0.24%+1,309+74.9%Added
Key Client Fiduciary Advisors, LLC3,058$1.05M0.36%−78−2.5%Reduced
Clark Asset Management, LLC3,059$1.05M0.10%+23+0.8%Added
Mirador Capital Partners LP3,069$1.05M0.15%+34+1.1%Added
Insigneo Advisory Services, LLC3,072$1.05M0.07%+72+2.4%Added
Ar Asset Management Inc3,075$1.05M0.20%00.0%Unchanged
Prosperity Consulting Group, LLC3,079$1.05M0.05%+236+8.3%Added
PeakShares LLC3,083$1.05M0.97%+3,083New
Gsa Capital Partners LLP3,084$1.05M0.07%−182−5.6%Reduced
Redmond Asset Management, LLC3,093$1.06M0.29%−220−6.6%Reduced
RiverGlades Family Offices LLC3,100$1.06M0.62%+3,100New
Ticino Wealth3,050$1.06M0.37%−130−4.1%Reduced
Valmark Advisers, Inc.3,113$1.06M0.01%+463+17.5%Added
Gluskin Sheff & Assoc Inc3,113$1.06M0.18%+3,113New
Tower Bridge Advisors3,118$1.07M0.10%+600+23.8%Added
Gryphon Financial Partners LLC3,135$1.07M0.11%−1,327−29.7%Reduced
Souders Financial Advisors3,151$1.08M0.12%+706+28.9%Added
Shepherd Financial Partners LLC3,153$1.08M0.10%−35−1.1%Reduced
Morse Asset Management, Inc3,175$1.09M0.23%+250+8.5%Added
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.3,180$1.09M0.81%−1,227−27.8%Reduced
Charter Oak Capital Management, LLC3,181$1.09M0.08%−971−23.4%Reduced
Virtus Wealth Solutions LLC3,200$1.09M0.21%+3,200New
Waldron Private Wealth LLC3,201$1.09M0.04%+172+5.7%Added
Seek First Inc.3,227$1.10M0.78%−116−3.5%Reduced
Q3 Asset Management3,227$1.10M0.27%−335−9.4%Reduced
Alta Advisers Ltd3,236$1.11M0.40%00.0%Unchanged
Regal Investment Advisors LLC3,244$1.11M0.06%+803+32.9%Added
Transcend Wealth Collective, LLC3,251$1.11M0.09%+378+13.2%Added
Planning Directions Inc3,256$1.11M0.56%+3+0.1%Added
Guardian Wealth Advisors, LLC3,262$1.11M0.07%−7−0.2%Reduced
Claro Advisors LLC3,267$1.12M0.13%+129+4.1%Added
Leisure Capital Management3,272$1.12M0.39%00.0%Unchanged
Win Advisors, Inc3,280$1.12M0.51%−5,347−62.0%Reduced
QVT Financial LP3,286$1.12M0.09%+3,286New
Basecamp Wealth Advisors LLC3,288$1.12M0.23%+22+0.7%Added
1776 Wealth LLC3,288$1.12M0.44%−25−0.8%Reduced
RD Lewis Holdings, Inc.2,826$1.12M0.97%−235−7.7%Reduced
Ritter Daniher Financial Advisory LLC3,289$1.12M0.19%−4−0.1%Reduced
National Wealth Management Group, LLC3,293$1.13M0.42%−1,310−28.5%Reduced
Plancorp, LLC2,820$1.13M0.03%−190−6.3%Reduced
Providence First Trust Co3,306$1.13M0.40%−68−2.0%Reduced
Oslo Pensjonsforsikring AS3,308$1.13M0.18%+3,308New
Capital Performance Advisors LLP3,320$1.13M0.08%+380+12.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,327$1.14M0.03%+419+14.4%Added
Salomon & Ludwin, LLC3,265$1.14M0.10%−109−3.2%Reduced
Legacy Capital Wealth Partners, LLC3,341$1.14M0.24%+255+8.3%Added
FSM Wealth Advisors, LLC3,347$1.14M0.15%+136+4.2%Added
Cooper Financial Group3,351$1.15M0.12%+228+7.3%Added
Drive Wealth Management, LLC3,356$1.15M0.24%+130+4.0%Added
Polymer Capital Management (HK) LTD3,356$1.15M0.16%+3,356New
Foster Group, Inc.3,357$1.15M0.03%+1,179+54.1%Added
Hallmark Capital Management Inc3,361$1.15M0.07%−276−7.6%Reduced
E Fund Management (Hong Kong) Co., Ltd.3,364$1.15M0.52%+785+30.4%Added
Courier Capital LLC3,373$1.15M0.06%−79−2.3%Reduced
Revisor Wealth Management LLC3,373$1.15M0.32%−368−9.8%Reduced
Anchyra Partners LLC3,377$1.15M0.35%+110+3.4%Added
Fielder Capital Group LLC3,381$1.16M0.25%−355−9.5%Reduced
Shelton Wealth Management, LLC3,386$1.16M0.51%−331−8.9%Reduced
Ameriflex Group, Inc.3,389$1.16M0.59%−209−5.8%Reduced
H&H Retirement Design & Management INC2,983$1.16M0.57%−79−2.6%Reduced
Keebeck Wealth Management, LLC3,399$1.16M0.13%+274+8.8%Added
Systematic Financial Management LP3,400$1.16M0.03%00.0%Unchanged