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 |
|---|---|---|---|---|---|
| Candelo Capital Management LP | 12,900 | $4.41M | 4.44% | −200−1.5% | Reduced |
| TD Private Client Wealth LLC | 12,910 | $4.41M | 0.09% | −3,200−19.9% | Reduced |
| Twinbeech Capital LP | 12,928 | $4.42M | 0.46% | +7,797+152.0% | Added |
| Dark Forest Capital Management LP | 12,934 | $4.42M | 0.39% | −17,797−57.9% | Reduced |
| Artemis Wealth Advisors, LLC | 13,000 | $4.44M | 0.67% | +5,500+73.3% | Added |
| 180 Wealth Advisors, LLC | 13,068 | $4.47M | 0.51% | −67−0.5% | Reduced |
| Auto-Owners Insurance Co | 13,070 | $4.47M | 0.09% | −44−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,079 | $4.47M | 0.05% | +237+1.8% | Added |
| Buttonwood Financial Advisors Inc. | 13,135 | $4.49M | 1.50% | −734−5.3% | Reduced |
| AustralianSuper Pty Ltd | 13,237 | $4.52M | 0.02% | −7,368−35.8% | Reduced |
| Concord Asset Management, LLC | 13,336 | $4.56M | 0.77% | +469+3.6% | Added |
| Next Century Growth Investors LLC | 13,367 | $4.57M | 0.33% | +13,367 | New |
| Fragasso Group Inc. | 13,082 | $4.61M | 0.28% | −2,641−16.8% | Reduced |
| Nilsine Partners, LLC | 11,398 | $4.61M | 0.36% | +778+7.3% | Added |
| Norden Group LLC | 13,540 | $4.63M | 0.44% | +1,432+11.8% | Added |
| AlTi Global, Inc. | 13,590 | $4.65M | 0.10% | −384−2.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 13,613 | $4.65M | 0.48% | −6,184−31.2% | Reduced |
| Cache Advisors, LLC | 13,617 | $4.65M | 0.54% | +13,617 | New |
| Cary Street Partners Financial LLC | 13,618 | $4.65M | 0.12% | −2,187−13.8% | Reduced |
| Sycomore Asset Management | 22,252 | $4.66M | 0.67% | +22,252 | New |
| Hudson Canyon Capital Management | 13,650 | $4.67M | 2.86% | −1,418−9.4% | Reduced |
| JNBA Financial Advisors | 13,733 | $4.69M | 0.39% | −631−4.4% | Reduced |
| Concord Wealth Partners | 13,803 | $4.72M | 0.61% | +416+3.1% | Added |
| Syon Capital LLC | 13,809 | $4.72M | 0.24% | −91−0.7% | Reduced |
| Azzad Asset Management Inc | 13,849 | $4.73M | 0.48% | −11,788−46.0% | Reduced |
| Sigma Planning Corp | 13,881 | $4.74M | 0.13% | +1,415+11.4% | Added |
| Caisse des Depots Et Consignations | 13,884 | $4.75M | 0.08% | −2,190−13.6% | Reduced |
| Venturi Wealth Management, LLC | 13,893 | $4.75M | 0.21% | −11,865−46.1% | Reduced |
| XML Financial, LLC | 13,999 | $4.78M | 0.39% | −934−6.3% | Reduced |
| Caldwell Trust Co | 14,000 | $4.79M | 0.43% | +229+1.7% | Added |
| GeoWealth Management, LLC | 13,999 | $4.79M | 0.17% | +724+5.5% | Added |
| Quest Investment Management LLC | 14,012 | $4.79M | 0.56% | +14,012 | New |
| Truvestments Capital LLC | 14,023 | $4.79M | 0.86% | +24+0.2% | Added |
| Central Trust Co | 14,112 | $4.82M | 0.09% | −191−1.3% | Reduced |
| Longbow Finance SA | 14,188 | $4.85M | 0.88% | +3,531+33.1% | Added |
| Ritholtz Wealth Management | 14,206 | $4.86M | 0.08% | +1,436+11.2% | Added |
| Mount Yale Investment Advisors, LLC | 14,207 | $4.86M | 0.12% | +7,573+114.2% | Added |
| Harfst & Associates, Inc. | 14,211 | $4.86M | 0.87% | −1,041−6.8% | Reduced |
| Independent Financial Group, LLC | 14,228 | $4.86M | 0.11% | +4,639+48.4% | Added |
| Notis-McConarty Edward | 14,229 | $4.86M | 2.42% | −112−0.8% | Reduced |
| Milestone Asset Management, LLC | 14,235 | $4.87M | 0.90% | +14,235 | New |
| Shoker Investment Counsel, Inc. | 14,248 | $4.87M | 1.45% | −2,153−13.1% | Reduced |
| Insight Inv LLC | 14,263 | $4.87M | 2.67% | −215−1.5% | Reduced |
| Live Oak Private Wealth LLC | 14,279 | $4.88M | 0.68% | −199−1.4% | Reduced |
| Alaethes Wealth LLC | 14,367 | $4.91M | 1.42% | −11−0.1% | Reduced |
| Global Trust Asset Management, LLC | 14,381 | $4.92M | 1.88% | −178−1.2% | Reduced |
| Moors & Cabot, Inc. | 14,440 | $4.94M | 0.21% | −1,361−8.6% | Reduced |
| Green Alpha Advisors, LLC | 14,447 | $4.94M | 4.86% | +12+0.1% | Added |
| Johnson Financial Group, Inc. | 14,503 | $4.96M | 0.18% | −1,235−7.8% | Reduced |
| Leonteq Securities AG | 14,532 | $4.97M | 0.30% | +1,624+12.6% | Added |
| Outfitter Financial LLC | 14,565 | $4.98M | 3.85% | −1,990−12.0% | Reduced |
| Delaney Dennis R | 14,586 | $4.99M | 1.77% | +4,778+48.7% | Added |
| CFM Wealth Partners LLC | 14,598 | $4.99M | 0.75% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 14,700 | $5.02M | 4.10% | +1,397+10.5% | Added |
| Chatham Capital Group, Inc. | 14,780 | $5.05M | 0.73% | +126+0.9% | Added |
| Morningstar Investment Management LLC | 14,895 | $5.09M | 0.32% | −19,889−57.2% | Reduced |
| Hillsdale Investment Management Inc. | 15,000 | $5.13M | 0.14% | +11,220+296.8% | Added |
| LaFleur & Godfrey LLC | 15,062 | $5.15M | 0.64% | −1,847−10.9% | Reduced |
| Guardian Partners Inc. | 15,038 | $5.15M | 0.43% | +521+3.6% | Added |
| Diversify Wealth Management, LLC | 13,496 | $5.16M | 0.09% | +8,972+198.3% | Added |
| Wedmont Private Capital | 13,406 | $5.17M | 0.17% | −410−3.0% | Reduced |
| NVWM, LLC | 15,301 | $5.23M | 1.16% | −1,522−9.0% | Reduced |
| Cardiff Park Advisors, LLC | 15,305 | $5.23M | 0.42% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 15,370 | $5.25M | 0.30% | −192−1.2% | Reduced |
| Saranac Partners Ltd | 15,605 | $5.27M | 2.28% | −8,882−36.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,535 | $5.31M | 0.06% | −1,853−10.7% | Reduced |
| Brighton Jones LLC | 15,550 | $5.31M | 0.12% | +15,550 | New |
| Drucker Wealth 3.0, LLC | 15,607 | $5.33M | 0.93% | +141+0.9% | Added |
| Wright Investors Service Inc | 15,671 | $5.36M | 1.69% | −1,505−8.8% | Reduced |
| Boothbay Fund Management, LLC | 15,687 | $5.36M | 0.13% | −32,296−67.3% | Reduced |
| Symmetry Investments LP | 15,738 | $5.38M | 1.31% | +4,693+42.5% | Added |
| Anchor Investment Management, LLC | 15,771 | $5.39M | 0.45% | +142+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 15,848 | $5.42M | 0.07% | −1,083−6.4% | Reduced |
| Liberty Wealth Management LLC | 15,869 | $5.42M | 0.68% | −3,081−16.3% | Reduced |
| Intrust Bank NA | 15,913 | $5.44M | 0.44% | +1,328+9.1% | Added |
| Sciencast Management LP | 15,925 | $5.44M | 0.69% | −6,881−30.2% | Reduced |
| Northwest & Ethical Investments L.P. | 16,020 | $5.48M | 0.13% | −105,795−86.8% | Reduced |
| Conscious Wealth Investments, LLC | 13,912 | $5.49M | 3.06% | −2,544−15.5% | Reduced |
| Winton Group Ltd | 16,051 | $5.49M | 0.19% | −20,308−55.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 16,190 | $5.53M | 0.80% | +4,782+41.9% | Added |
| Tandem Capital Management Corp | 16,282 | $5.57M | 2.79% | −959−5.6% | Reduced |
| Ballentine Partners, LLC | 16,335 | $5.58M | 0.08% | −462−2.8% | Reduced |
| Level Four Advisory Services, LLC | 16,340 | $5.59M | 0.18% | −20,448−55.6% | Reduced |
| Palisade Capital Management LLC | 16,353 | $5.59M | 0.19% | +348+2.2% | Added |
| Tenere Capital LLC | 16,417 | $5.61M | 4.11% | +1,939+13.4% | Added |
| Talon Private Wealth, LLC | 16,417 | $5.61M | 0.75% | +16,417 | New |
| VestGen Advisors, LLC | 13,031 | $5.62M | 0.16% | +1,743+15.4% | Added |
| Armistice Capital, LLC | 16,503 | $5.64M | 0.19% | +16,503 | New |
| Baker Chad R | 16,530 | $5.65M | 1.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,699 | $5.71M | 0.08% | −112−0.7% | Reduced |
| Silver Lake Advisory, LLC | 16,714 | $5.71M | 2.27% | −5,581−25.0% | Reduced |
| Conning Inc. | 16,761 | $5.73M | 0.19% | −4,642−21.7% | Reduced |
| BBR Partners, LLC | 16,784 | $5.74M | 0.32% | −2,350−12.3% | Reduced |
| Founders Capital Management | 16,798 | $5.74M | 2.80% | −146−0.9% | Reduced |
| Annex Advisory Services, LLC | 16,821 | $5.75M | 0.11% | −1,147−6.4% | Reduced |
| Curat Global, LLC | 16,856 | $5.76M | 5.68% | +835+5.2% | Added |
| St Germain D J Co Inc | 16,881 | $5.77M | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 16,916 | $5.78M | 1.06% | −430−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,945 | $5.79M | 0.06% | +5,573+49.0% | Added |
| Foster & Motley Inc | 16,986 | $5.81M | 0.30% | −491−2.8% | Reduced |