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
- 2,955
- +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
- 1,162 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 |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 264 | $90.3K | 0.02% | 00.0% | Unchanged |
| Spence Asset Management | 265 | $91.0K | 0.02% | +265 | New |
| Disciplina Capital Management LLC | 272 | $93.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 275 | $94.0K | 0.06% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 275 | $94.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 275 | $94.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 276 | $94.3K | 0.02% | −39−12.4% | Reduced |
| Forum Finance Group S.A. | 345 | $97.0K | 0.05% | +345 | New |
| Swiss Re Ltd | 293 | $100.1K | 0.61% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 299 | $102.2K | 0.03% | +68+29.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 300 | $102.5K | 0.00% | +300 | New |
| Zeit Capital LLC | 300 | $102.5K | 0.07% | +300 | New |
| 1248 Management, LLC | 308 | $105.3K | 0.05% | +308 | New |
| Ares Financial Consulting, LLC | 300 | $106.1K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 312 | $106.6K | 0.02% | −65−17.2% | Reduced |
| Gleason Group, Inc. | 315 | $107.7K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 317 | $108.0K | 0.06% | −1,265−80.0% | Reduced |
| Financial Consulate, Inc | 318 | $108.7K | 0.01% | +79+33.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 320 | $109.4K | 0.01% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 322 | $110.1K | 0.05% | −4,928−93.9% | Reduced |
| Provenance Wealth Advisors, LLC | 324 | $110.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 335 | $114.5K | 0.01% | +9+2.8% | Added |
| North Star Investment Management Corp. | 340 | $116.1K | 0.01% | +11+3.3% | Added |
| Palladiem, LLC | 293 | $116.5K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 342 | $116.8K | 0.03% | +342 | New |
| JPL Wealth Management, LLC | 342 | $116.9K | 0.03% | +342 | New |
| Intelligent Financial Strategies | 349 | $119.3K | 0.06% | 00.0% | Unchanged |
| McMillan Office, Inc. | 350 | $119.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 355 | $121.0K | 0.08% | −342−49.1% | Reduced |
| N.E.W. Advisory Services LLC | 356 | $121.7K | 0.01% | +1+0.3% | Added |
| Sofos Investments, Inc. | 356 | $121.7K | 0.02% | +52+17.1% | Added |
| Boreal Capital Management LLC | 356 | $121.7K | 0.11% | +356 | New |
| Sankala Group LLC | 358 | $122.5K | 0.10% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 277 | $122.9K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 368 | $125.8K | 0.07% | +310+534.5% | Added |
| Aventura Private Wealth, LLC | 372 | $127.1K | 0.05% | +202+118.8% | Added |
| Retirement Wealth Solutions LLC | 378 | $129.1K | 0.08% | +32+9.2% | Added |
| Roble, Belko & Company, Inc | 382 | $131.0K | 0.02% | −249−39.5% | Reduced |
| JFS Wealth Advisors, LLC | 392 | $134.0K | 0.01% | +17+4.5% | Added |
| Signature Equity Partners, LLC | 393 | $134.4K | 0.07% | +76+24.0% | Added |
| Toth Financial Advisory Corp | 394 | $134.7K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 396 | $135.3K | 0.03% | −24−5.7% | Reduced |
| Horizon Financial Services, LLC | 400 | $136.7K | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 400 | $136.7K | 0.03% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 400 | $137.0K | 0.27% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 416 | $142.2K | 0.09% | +280+205.9% | Added |
| McIlrath & Eck, LLC | 421 | $143.9K | 0.01% | +71+20.3% | Added |
| Prosperity Bancshares Inc | 429 | $146.6K | 0.12% | +104+32.0% | Added |
| Key Financial Inc | 434 | $148.3K | 0.03% | −2−0.5% | Reduced |
| Gilpin Wealth Management, LLC | 441 | $150.7K | 0.12% | +3+0.7% | Added |
| Core Alternative Capital | 443 | $151.4K | 0.04% | −271−38.0% | Reduced |
| IAG Wealth Partners, LLC | 445 | $152.0K | 0.02% | +1+0.2% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 445 | $152.1K | 0.68% | +445 | New |
| Hoey Investments, Inc | 446 | $152.4K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 449 | $153.5K | 0.03% | +26+6.1% | Added |
| Cornerstone Planning Group LLC | 375 | $153.8K | 0.02% | +63+20.2% | Added |
| Bruce G. Allen Investments, LLC | 452 | $154.5K | 0.10% | −12−2.6% | Reduced |
| Olistico Wealth, LLC | 480 | $164.1K | 0.08% | 00.0% | Unchanged |
| Bayban | 493 | $168.5K | 0.15% | −120−19.6% | Reduced |
| Vanguard National Trust Co | 494 | $168.8K | 0.01% | +494 | New |
| Mechanics Financial Corp | 500 | $170.9K | 0.07% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 500 | $170.9K | 0.13% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 512 | $175.0K | 0.01% | +512 | New |
| Tradewinds Capital Management, LLC | 513 | $175.3K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 517 | $176.0K | 0.08% | +517 | New |
| Abound Wealth Management | 516 | $176.3K | 0.04% | +16+3.2% | Added |
| Hughes Financial Services, LLC | 527 | $180.1K | 0.03% | +31+6.3% | Added |
| Private Wealth Management Group, LLC | 531 | $181.5K | 0.05% | +25+4.9% | Added |
| REAP Financial Group, LLC | 534 | $182.4K | 0.04% | +65+13.9% | Added |
| TopTier Wealth Management, LLC | 537 | $183.7K | 0.11% | +537 | New |
| Albion Financial Group | 548 | $187.3K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 553 | $189.0K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 576 | $196.9K | 0.02% | +4+0.7% | Added |
| Bell Investment Advisors, Inc | 580 | $198.2K | 0.03% | +3+0.5% | Added |
| Optivise Advisory Services LLC | 591 | $202.2K | 0.12% | +591 | New |
| Avondale Wealth Management | 592 | $202.2K | 0.10% | +592 | New |
| FF Advisors,LLC | 502 | $202.8K | 0.08% | +502 | New |
| Ironsides Asset Advisors, LLC | 594 | $203.0K | 0.05% | +594 | New |
| Kingstone Capital Partners Texas, LLC | 596 | $204.0K | 0.13% | +596 | New |
| Great Point Wealth Advisors, LLC | 597 | $204.1K | 0.04% | +597 | New |
| ICW Investment Advisors LLC | 599 | $204.6K | 0.07% | +599 | New |
| Beaton Management Co. Inc. | 600 | $205.0K | 0.09% | +600 | New |
| X-Square Capital, LLC | 600 | $205.0K | 0.07% | +600 | New |
| Sanders Morris Harris LLC | 600 | $205.1K | 0.03% | +600 | New |
| Gilman Hill Asset Management, LLC | 600 | $205.1K | 0.03% | +600 | New |
| Brendel Financial Advisors LLC | 600 | $205.1K | 0.10% | +600 | New |
| Legacy Wealth Partners, LLC | 600 | $205.1K | 0.05% | +600 | New |
| Greenfield Seitz Capital Management, LLC | 600 | $205.1K | 0.06% | +600 | New |
| Parkway Wealth Management Group, LLC | 516 | $205.3K | 0.03% | +516 | New |
| Legacy Private Trust Co. | 601 | $205.4K | 0.01% | −3,018−83.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 601 | $205.4K | 0.01% | +601 | New |
| Johnson & White Wealth Management, LLC | 601 | $205.4K | 0.09% | +601 | New |
| American National Bank of Texas | 601 | $205.4K | 0.20% | +601 | New |
| Cim, LLC | 602 | $205.8K | 0.03% | +602 | New |
| Palisade Asset Management, LLC | 602 | $205.8K | 0.02% | +602 | New |
| Park Capital Management, LLC | 602 | $205.9K | 0.20% | +602 | New |
| CogentBlue Wealth Advisors, LLC | 603 | $206.1K | 0.14% | +603 | New |
| DV Trading LLC | 605 | $206.8K | 0.02% | +239+65.3% | Added |
| FreeGulliver LLC | 606 | $207.1K | 0.09% | +606 | New |
| WBH Advisory Inc | 586 | $207.3K | 0.02% | +586 | New |