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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: 2,954 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: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 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 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$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
Martingale Asset Management L P4,117$1.41M0.04%+4,117New
Cozad Asset Management Inc4,136$1.41M0.11%−21−0.5%Reduced
Wellington Shields & Co., LLC4,150$1.42M0.36%−500−10.8%Reduced
Atticus Wealth Management, LLC4,162$1.42M0.39%−244−5.5%Reduced
Sunflower Bank, N.A.4,171$1.43M0.36%−34−0.8%Reduced
First Dallas Securities Inc.4,175$1.43M0.53%+4,175New
Paradigm Asset Management Co LLC4,179$1.43M0.33%00.0%Unchanged
SHP Wealth Management4,194$1.43M0.11%−1,323−24.0%Reduced
Delta Investment Management, LLC4,205$1.44M0.26%−57−1.3%Reduced
Waterloo Capital, L.P.4,205$1.44M0.10%+1,488+54.8%Added
Pictet North America Advisors SA4,268$1.45M0.14%+108+2.6%Added
Northland Securities, Inc.4,250$1.45M1.38%00.0%Unchanged
Searle & Co.4,254$1.45M0.37%00.0%Unchanged
Focus Financial Network, Inc.4,256$1.45M0.05%+157+3.8%Added
Sky Investment Group LLC4,262$1.46M0.25%00.0%Unchanged
Allianz SE4,266$1.46M0.02%−6,125−58.9%Reduced
D L Carlson Investment Group Inc4,267$1.46M0.25%−192−4.3%Reduced
ZWJ Investment Counsel Inc4,305$1.47M0.05%+17+0.4%Added
T. Rowe Price Investment Management, Inc.4,344$1.49M0.00%+2,742+171.2%Added
TownSquare Capital, LLC4,346$1.49M0.33%+112+2.6%Added
Everest Financial Group LLC4,359$1.49M0.25%+4,359New
BSW Wealth Partners4,373$1.49M0.18%−367−7.7%Reduced
Capital Management Associates4,375$1.50M2.48%00.0%Unchanged
Pettee Investors, Inc.3,791$1.50M0.77%00.0%Unchanged
Nippon Life Global Investors Americas, Inc.4,380$1.50M0.07%+4,380New
Centiva Capital, LP4,403$1.50M0.07%+4,403New
71 West Capital Partners4,408$1.51M0.07%+505+12.9%Added
PFG Advisors4,408$1.51M0.07%+1,226+38.5%Added
Keel Point, LLC4,420$1.51M0.10%−1,197−21.3%Reduced
Palumbo Wealth Management LLC4,430$1.51M0.37%−177−3.8%Reduced
Ausdal Financial Partners, Inc.4,433$1.52M0.07%+1,515+51.9%Added
Florida Financial Advisors, LLC4,437$1.52M0.36%+353+8.6%Added
Lincoln Capital LLC4,439$1.52M0.29%00.0%Unchanged
Stratos Wealth Advisors, LLC4,445$1.52M0.09%−327−6.9%Reduced
QVR LLC4,456$1.52M0.75%+2,977+201.3%Added
Integrity Advisory Solutions, LLC4,459$1.52M0.20%+32+0.7%Added
Hanseatic Management Services Inc4,462$1.53M1.46%+4,462New
Cornerstone Advisory, LLC4,479$1.53M0.15%−342−7.1%Reduced
Seeds Investor LLC3,870$1.53M0.21%+584+17.8%Added
Sender Co & Partners, Inc.4,483$1.53M1.12%+4,483New
Clear Creek Financial Management, LLC4,487$1.53M0.12%+86+2.0%Added
Next Level Private LLC4,487$1.53M0.35%+14+0.3%Added
Davidson Capital Management Inc.4,492$1.54M0.28%−15,737−77.8%Reduced
Globeflex Capital L P4,496$1.54M0.23%00.0%Unchanged
Avanda Investment Management Pte. Ltd.4,500$1.54M2.44%+1,300+40.6%Added
MONECO Advisors, LLC4,503$1.54M0.12%−37−0.8%Reduced
Thompson David Blair4,505$1.54M0.88%+4,505New
WD Rutherford LLC4,528$1.55M0.69%−250−5.2%Reduced
Bellecapital International Ltd.4,533$1.55M0.28%−302−6.2%Reduced
BTC Capital Management, Inc.4,536$1.55M0.10%+95+2.1%Added
Farmers & Merchants Trust Co of Chambersburg PA4,540$1.55M0.42%00.0%Unchanged
Capital Investment Advisory Services, LLC4,542$1.55M0.11%−3,898−46.2%Reduced
Denali Advisors LLC4,549$1.55M0.17%−33−0.7%Reduced
Keynote Financial Services LLC4,561$1.56M0.83%−207−4.3%Reduced
Stoneridge Investment Partners LLC4,578$1.56M1.13%−4,867−51.5%Reduced
XTX Topco Ltd4,623$1.58M0.03%−18,391−79.9%Reduced
Pathfinder Wealth Consulting, Inc.4,643$1.59M1.03%+449+10.7%Added
Wealthcare Advisory Partners LLC4,657$1.59M0.03%−119−2.5%Reduced
Coppell Advisory Solutions LLC4,928$1.59M0.96%+4,928New
Bahl & Gaynor Inc4,670$1.60M0.01%00.0%Unchanged
Keystone Financial Services4,688$1.60M0.47%−189−3.9%Reduced
Bartlett & Co. Wealth Management LLC4,114$1.61M0.02%+18+0.4%Added
Antonelli Financial Advisors, LLC4,714$1.61M1.11%00.0%Unchanged
Goldstone Financial Group, LLC4,719$1.61M0.17%−173−3.5%Reduced
Angeles Wealth Management, LLC4,721$1.61M0.09%−67−1.4%Reduced
Per Stirling Capital Management, LLC.4,734$1.62M0.18%+3,907+472.4%Added
Strategic Investment Advisors4,737$1.62M0.11%+586+14.1%Added
Cadent Capital Advisors, LLC4,750$1.62M0.43%+4,750New
Roberts Glore & Co Inc4,763$1.63M0.45%−64−1.3%Reduced
USA Financial Portformulas Corp4,784$1.64M0.31%+4,746+12,489.5%Added
Interchange Capital Partners, LLC5,575$1.64M0.53%−776−12.2%Reduced
BOCHK Asset Management Ltd4,810$1.64M0.34%+4,633+2,617.5%Added
VectorGlobal IAG, Inc.4,810$1.64M0.43%+4,810New
Western Wealth Management, LLC4,829$1.65M0.06%+669+16.1%Added
Diversified Management Inc4,838$1.65M0.28%+1,963+68.3%Added
Potentia Wealth4,839$1.65M0.64%−189−3.8%Reduced
My Personal CFO, LLC4,841$1.65M0.72%−1,000−17.1%Reduced
Parsons Capital Management Inc4,841$1.65M0.08%+483+11.1%Added
Central Bank & Trust Co4,851$1.66M0.26%−177−3.5%Reduced
Intrinsic Value Partners, LLC4,882$1.67M1.29%00.0%Unchanged
CastleKnight Management LP4,900$1.67M0.08%+4,900New
OpenArc Corporate Advisory, LLC4,921$1.68M0.02%+161+3.4%Added
Valicenti Advisory Services Inc4,920$1.68M0.37%−5−0.1%Reduced
Atlantic Trust, LLC4,937$1.69M0.28%+6+0.1%Added
Wellington-Altus USA Inc.2,336$1.69M1.00%+234+11.1%Added
Wellspring Financial Advisors, LLC4,954$1.69M0.13%−852−14.7%Reduced
Newman Dignan & Sheerar, Inc.4,960$1.70M0.36%+87+1.8%Added
Chicago Trust Co NA4,961$1.70M0.27%−1,228−19.8%Reduced
Sound View Wealth Advisors Group, LLC4,981$1.70M0.12%+74+1.5%Added
Harmony Asset Management LLC4,984$1.70M0.52%00.0%Unchanged
Lifeworks Advisors, LLC4,986$1.70M0.22%+790+18.8%Added
Abacus Wealth Partners, LLC4,996$1.71M0.16%+384+8.3%Added
Deltec Asset Management LLC5,000$1.71M0.31%+5,000New
Empower Advisory Group, LLC5,011$1.71M0.00%−1,559−23.7%Reduced
CFS Investment Advisory Services, LLC4,335$1.72M0.12%+94+2.2%Added
RM Financial Services, LLC5,042$1.72M1.49%−108−2.1%Reduced
Elevated Capital Advisors, LLC5,058$1.73M0.44%+370+7.9%Added
Simplicity Wealth,LLC5,060$1.73M0.10%−174−3.3%Reduced
Chemung Canal Trust Co5,085$1.74M0.35%−929−15.4%Reduced
Arbor Trust Wealth Advisors, LLC5,096$1.74M0.77%−150−2.9%Reduced