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 3 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 | 2,954 | $219.0B |
| Q4 2025 | 2,644 | $169.7B |
| Q3 2025 | 2,361 | $129.3B |
| Q2 2025 | 2,322 | $115.0B |
| Q1 2025 | 2,165 | $91.6B |
| Q4 2024 | 2,239 | $105.2B |
| Q3 2024 | 2,215 | $132.4B |
| Q2 2024 | 2,285 | $156.3B |
| Q1 2024 | 2,220 | $135.3B |
| Q4 2023 | 2,033 | $109.0B |
| Q3 2023 | 1,851 | $92.8B |
| Q2 2023 | 1,829 | $96.3B |
| Q1 2023 | 1,760 | $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 |
|---|---|---|---|---|---|
| Kentucky Trust Co | 7,980 | $2.73M | 1.43% | −385−4.6% | Reduced |
| Wynn Capital, LLC | 7,997 | $2.73M | 1.40% | +40+0.5% | Added |
| Crux Wealth Advisors | 8,018 | $2.74M | 1.05% | −368−4.4% | Reduced |
| Marshall Financial Group LLC | 8,061 | $2.76M | 0.44% | −30.0% | Reduced |
| Stock Yards Bank & Trust Co | 8,071 | $2.76M | 0.09% | +23+0.3% | Added |
| Sphera Management Technology Funds Ltd | 8,100 | $2.77M | 1.56% | −9,050−52.8% | Reduced |
| WealthShield Partners, LLC | 8,124 | $2.78M | 0.31% | +6,752+492.1% | Added |
| Avestar Capital, LLC | 8,135 | $2.78M | 0.19% | +188+2.4% | Added |
| EPG Wealth Management LLC | 8,146 | $2.78M | 0.76% | +62+0.8% | Added |
| Boston Family Office LLC | 8,186 | $2.80M | 0.19% | +54+0.7% | Added |
| Carr Financial Group Corp | 8,197 | $2.80M | 0.74% | −441−5.1% | Reduced |
| Valeo Financial Advisors, LLC | 8,231 | $2.81M | 0.07% | −2,079−20.2% | Reduced |
| Needham Investment Management LLC | 8,250 | $2.82M | 0.14% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 8,278 | $2.83M | 2.15% | −967−10.5% | Reduced |
| Dynamic Advisor Solutions LLC | 8,316 | $2.84M | 0.09% | +528+6.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,323 | $2.84M | 0.08% | −352−4.1% | Reduced |
| Carmel Capital Partners, LLC | 8,378 | $2.86M | 1.03% | −2,453−22.6% | Reduced |
| Hartline Investment Corp | 8,385 | $2.87M | 0.32% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,382 | $2.88M | 0.09% | +889+13.7% | Added |
| Charter Research & Investment Group, Inc. | 8,450 | $2.89M | 1.92% | −175−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,474 | $2.90M | 0.16% | +258+3.1% | Added |
| PFG Investments, LLC | 8,492 | $2.90M | 0.14% | +135+1.6% | Added |
| Watershed Asset Management, L.L.C. | 8,500 | $2.91M | 3.01% | +6,838+411.4% | Added |
| Salvus Wealth Management, LLC | 8,531 | $2.92M | 1.70% | −157−1.8% | Reduced |
| Riverstone Advisors, LLC | 8,576 | $2.93M | 1.45% | +77+0.9% | Added |
| Net Worth Advisory Group | 8,590 | $2.94M | 0.61% | −138−1.6% | Reduced |
| Fiduciary Trust Co | 8,600 | $2.94M | 0.03% | +2,136+33.0% | Added |
| American Money Management, LLC | 8,617 | $2.95M | 0.47% | −1,116−11.5% | Reduced |
| Optimize Financial Inc | 8,629 | $2.95M | 1.45% | +45+0.5% | Added |
| Exencial Wealth Advisors, LLC | 8,661 | $2.96M | 0.09% | −493−5.4% | Reduced |
| Grove Bank & Trust | 8,664 | $2.96M | 0.33% | +167+2.0% | Added |
| Edentree Asset Management Ltd | 8,688 | $2.97M | 0.89% | −2,830−24.6% | Reduced |
| Alexis Investment Partners, LLC | 9,214 | $2.98M | 2.05% | −837−8.3% | Reduced |
| Nicolet Bankshares Inc | 8,594 | $2.98M | 0.11% | +7,694+854.9% | Added |
| Guardian Capital LP | 8,725 | $2.98M | 0.08% | −6,125−41.2% | Reduced |
| Mirabella Financial Services LLP | 8,733 | $2.98M | 0.29% | −1,117−11.3% | Reduced |
| Catalyst Capital Advisors LLC | 8,762 | $2.99M | 0.06% | −493−5.3% | Reduced |
| Pacific Sage Partners, LLC | 8,790 | $3.00M | 0.47% | −71−0.8% | Reduced |
| Csenge Advisory Group | 8,805 | $3.01M | 0.14% | −943−9.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 8,862 | $3.03M | 0.37% | +3,123+54.4% | Added |
| Capula Management Ltd | 8,947 | $3.06M | 0.03% | +8,033+878.9% | Added |
| Mission Creek Capital Partners, Inc. | 11,673 | $3.06M | 0.61% | +2,323+24.8% | Added |
| Sumitomo Life Insurance Co | 8,970 | $3.07M | 0.07% | +3,209+55.7% | Added |
| Smith, Salley & Associates | 8,974 | $3.07M | 0.15% | +752+9.1% | Added |
| Shepherd Street Advisors LLC | 8,978 | $3.07M | 3.02% | −126−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 8,999 | $3.08M | 0.08% | +100+1.1% | Added |
| Dnca Finance | 9,000 | $3.08M | 0.18% | −12,000−57.1% | Reduced |
| HM Payson & Co | 9,000 | $3.08M | 0.04% | −1,300−12.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,005 | $3.08M | 0.50% | +5,225+138.2% | Added |
| Fayez Sarofim & Co | 9,016 | $3.08M | 0.01% | 00.0% | Unchanged |
| 111 Capital | 9,044 | $3.09M | 0.76% | +1,541+20.5% | Added |
| Unique Wealth Strategies, LLC | 9,049 | $3.09M | 1.27% | +167+1.9% | Added |
| Value Partners Investments Inc. | 9,062 | $3.09M | 0.24% | −2,362−20.7% | Reduced |
| Kornitzer Capital Management Inc | 9,053 | $3.09M | 0.07% | −980−9.8% | Reduced |
| Close Asset Management Ltd | 9,085 | $3.10M | 0.08% | −913−9.1% | Reduced |
| Atlas Brown,Inc. | 9,099 | $3.11M | 0.94% | −54−0.6% | Reduced |
| NBC Securities, Inc. | 9,103 | $3.11M | 0.23% | +4,061+80.5% | Added |
| Burns J W & Co Inc | 9,150 | $3.13M | 0.36% | +25+0.3% | Added |
| Trust Asset Management LLC | 9,159 | $3.13M | 0.22% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9,160 | $3.13M | 0.36% | −70−0.8% | Reduced |
| Reuter James Wealth Management, LLC | 9,163 | $3.13M | 0.45% | −51−0.6% | Reduced |
| Goldenstone Wealth Management LLC | 9,174 | $3.14M | 2.28% | +10+0.1% | Added |
| Portside Wealth Group, LLC | 9,181 | $3.14M | 0.43% | +10+0.1% | Added |
| Qtron Investments LLC | 9,190 | $3.14M | 0.43% | −637−6.5% | Reduced |
| Old West Investment Management, LLC | 9,200 | $3.14M | 0.34% | 00.0% | Unchanged |
| Adviser Investments LLC | 9,207 | $3.15M | 0.03% | −1,735−15.9% | Reduced |
| Everest Management Corp. | 9,220 | $3.15M | 1.60% | +9,220 | New |
| Dara Capital US, Inc. | 9,222 | $3.15M | 2.99% | +353+4.0% | Added |
| Twin Capital Management Inc | 9,224 | $3.15M | 0.41% | +884+10.6% | Added |
| American State Bank (Iowa) | 9,235 | $3.16M | 1.52% | +50+0.5% | Added |
| Brookwood Investment Group LLC | 9,274 | $3.17M | 0.40% | +6,853+283.1% | Added |
| Stiles Financial Services Inc | 9,291 | $3.18M | 0.97% | −1,123−10.8% | Reduced |
| Savvy Advisors, Inc. | 9,304 | $3.18M | 0.09% | +3,321+55.5% | Added |
| Advisors Capital Management, LLC | 9,305 | $3.18M | 0.04% | −387−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 9,330 | $3.19M | 0.16% | −50−0.5% | Reduced |
| Oak Harvest Investment Services | 9,417 | $3.22M | 0.34% | −288−3.0% | Reduced |
| Karani Asset Management LLC | 9,422 | $3.22M | 2.82% | −6,008−38.9% | Reduced |
| Umb Bank N A | 9,460 | $3.23M | 0.05% | −897−8.7% | Reduced |
| Highland Capital Management, LLC | 9,475 | $3.24M | 0.17% | −2,501−20.9% | Reduced |
| Alerus Financial NA | 9,548 | $3.26M | 0.16% | −2,478−20.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,550 | $3.26M | 1.68% | −6,900−41.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,560 | $3.27M | 1.20% | −161−1.7% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $3.28M | 0.11% | 00.0% | Unchanged |
| Sirios Capital Management L P | 9,611 | $3.28M | 0.40% | −5,400−36.0% | Reduced |
| Vision Capital Management, Inc. | 9,620 | $3.29M | 0.42% | +40.0% | Added |
| Verus Capital Partners, LLC | 9,630 | $3.29M | 0.23% | +243+2.6% | Added |
| SHUTTLEWORTH & Co | 9,685 | $3.31M | 3.00% | −390−3.9% | Reduced |
| Simmons Bank | 9,686 | $3.31M | 0.22% | +3,544+57.7% | Added |
| Cumberland Partners Ltd | 9,703 | $3.32M | 0.25% | −13,550−58.3% | Reduced |
| Arjuna Capital | 9,754 | $3.33M | 0.85% | +230+2.4% | Added |
| Howard Capital Management Inc. | 9,797 | $3.35M | 0.05% | −13,374−57.7% | Reduced |
| Tectonic Advisors LLC | 9,804 | $3.35M | 0.18% | −624−6.0% | Reduced |
| Donoghue Forlines LLC | 9,805 | $3.35M | 0.93% | +382+4.1% | Added |
| Forty-three Eighteen Advisors, LLC | 9,820 | $3.36M | 2.53% | −38−0.4% | Reduced |
| DGS Capital Management, LLC | 9,837 | $3.36M | 0.55% | +564+6.1% | Added |
| Buckingham Strategic Partners | 9,849 | $3.36M | 0.03% | +234+2.4% | Added |
| Patten & Patten Inc | 9,864 | $3.37M | 0.20% | −635−6.0% | Reduced |
| Cottage Street Advisors LLC | 9,909 | $3.39M | 1.47% | 00.0% | Unchanged |
| Advocate Group LLC | 9,930 | $3.39M | 0.53% | −54−0.5% | Reduced |
| Bridgewater Advisors Inc. | 7,891 | $3.41M | 0.20% | −808−9.3% | Reduced |