Skip to main content
Livermore
Livermore
ZHEN

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.

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
One Day In July LLC1,089$372.2K0.03%+26+2.4%Added
Convergence Investment Partners, LLC1,090$372.4K0.06%−78−6.7%Reduced
AMG Asset Management Group, Inc.1,092$373.3K0.29%+1,092New
Private Management Group Inc1,094$373.9K0.01%+10+0.9%Added
Owl Creek Wealth Partners LLC1,094$373.9K0.13%+1,094New
Hendley & Co Inc1,095$374.0K0.14%−25,752−95.9%Reduced
Evolution Wealth Advisors, LLC1,095$374.3K0.04%+1,095New
LexAurum Advisors, LLC1,096$374.6K0.05%+1,096New
Lazari Capital Management, Inc.1,097$374.9K0.13%−77−6.6%Reduced
Muirfield Wealth Advisors LLC1,099$375.6K0.28%+34+3.2%Added
Integris Wealth Management, LLC1,099$375.6K0.09%−224−16.9%Reduced
Sculati Wealth Management, LLC1,100$376.0K0.14%00.0%Unchanged
Brandywine Oak Private Wealth LLC1,101$376.4K0.03%+20+1.9%Added
Focused Alpha, LLC1,103$376.9K0.12%+1,103New
Marco Investment Management LLC1,103$377.0K0.03%−20,000−94.8%Reduced
Satovsky Asset Management LLC1,106$378.0K0.07%+1+0.1%Added
Navellier & Associates Inc1,106$378.2K0.04%00.0%Unchanged
American Institute for Advanced Investment Management, LLP1,108$378.7K0.25%00.0%Unchanged
Tidemark, LLC1,110$379.2K0.10%+31+2.9%Added
Sanchez Wealth Management Group1,110$379.4K0.08%00.0%Unchanged
Terra Nova Asset Management LLC1,110$379.4K0.28%+1,110New
Sagewood Asset Management LP1,110$379.4K0.12%+1,110New
Acorns Advisers, LLC1,112$380.0K0.00%+38+3.5%Added
Larry Mathis Financial Planning, LLC1,114$380.8K0.34%−364−24.6%Reduced
First Financial Bankshares Inc1,114$380.8K0.01%−78−6.5%Reduced
Ellenbecker Investment Group1,114$380.8K0.05%+1+0.1%Added
North Star Asset Management Inc1,115$381.1K0.02%+1,115New
Markin Volterra Fund LP1,115$381.1K3.56%−149−11.8%Reduced
Redwood Wealth Management Group, LLC1,117$381.9K0.16%−532−32.3%Reduced
Avaii Wealth Management, LLC1,118$382.2K0.13%−92−7.6%Reduced
Hudson Value Partners, LLC1,120$382.8K0.11%00.0%Unchanged
BankChampaign, National Association1,121$383.1K0.38%−443−28.3%Reduced
Woodward Diversified Capital, LLC966$383.5K0.17%+3+0.3%Added
Stonebridge Financial Group, LLC1,123$383.8K0.32%+24+2.2%Added
Planning Alternatives Ltd1,123$383.8K0.05%+1,123New
Seldon Capital LP1,125$384.5K0.14%00.0%Unchanged
Fjell Capital, LLC1,126$384.9K0.30%−50−4.3%Reduced
Beese Fulmer Investment Management, Inc.1,129$385.9K0.02%+98+9.5%Added
Oder Investment Management, LLC1,133$387.2K0.30%00.0%Unchanged
Delta Asset Management LLC1,135$388.1K0.04%+5+0.4%Added
Webster Bank, N. A.1,137$388.6K0.04%00.0%Unchanged
55 North Private Wealth, LLC1,137$388.6K0.10%+122+12.0%Added
Redwood Financial Network Corp1,138$388.8K0.25%+1+0.1%Added
New Covenant Trust Company, N.A.1,138$389.0K0.35%+24+2.2%Added
WNY Asset Management, LLC1,140$389.6K0.04%+1,140New
Berbice Capital Management LLC1,140$389.6K0.25%+20+1.8%Added
First Horizon Corp1,142$390.3K0.02%−41−3.5%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,143$390.5K0.05%−44−3.7%Reduced
Optimist Retirement Group LLC1,143$390.7K0.17%+1,143New
Adalta Capital Management LLC1,145$391.4K0.19%00.0%Unchanged
Beaumont Financial Advisors, LLC1,148$392.3K0.03%−28−2.4%Reduced
Archvest Wealth Advisors, Inc.1,149$392.8K0.25%+297+34.9%Added
Harbor Advisory Corp1,150$393.1K0.12%00.0%Unchanged
Poehling Capital Management, LLC1,150$393.1K0.08%+1,150New
Mustico Financial Group, Inc.991$394.0K0.29%+86+9.5%Added
Picton Mahoney Asset Management1,157$395.5K0.00%−2,409−67.6%Reduced
First National Advisers, LLC1,158$395.8K0.06%+46+4.1%Added
Altus Wealth Group LLC1,163$397.5K0.16%00.0%Unchanged
Madrona Financial Services, LLC1,164$397.8K0.09%−180−13.4%Reduced
Spears Abacus Advisors LLC1,164$397.8K0.01%−152−11.6%Reduced
Tradition Wealth Management, LLC1,166$398.5K0.03%+135+13.1%Added
William John Sempolinski1,168$399.2K0.20%00.0%Unchanged
RW Investment Management LLC1,170$399.9K0.04%+1,170New
Bingham Private Wealth, LLC1,172$400.6K0.32%+3+0.3%Added
KG&L Capital Management,LLC1,176$402.0K0.29%−1,854−61.2%Reduced
Graves-Light Private Wealth Management, Inc.1,177$402.3K0.04%00.0%Unchanged
Berman McAleer LLC1,180$403.3K0.06%+1,180New
Clifford Swan Investment Counsel LLC1,184$404.7K0.01%+1,184New
one8zero8, LLC1,185$405.0K0.09%00.0%Unchanged
Galvin, Gaustad & Stein, LLC1,185$405.2K0.03%−38−3.1%Reduced
Mason & Associates Inc1,258$406.5K0.08%−49−3.7%Reduced
Consilio Wealth Advisors, LLC1,190$406.7K0.12%+32+2.8%Added
Castle Wealth Management LLC1,190$406.7K0.13%−67−5.3%Reduced
Darwin Advisors, LLC1,190$406.9K0.13%−597−33.4%Reduced
Financial Advisors Network, Inc.1,191$407.1K0.06%−1,002−45.7%Reduced
Brown, Lisle/Cummings, Inc.1,191$407.1K0.10%+38+3.3%Added
Heritage Family Offices, LLP1,192$407.4K0.18%+1,192New
Fund Advisors of America Inc1,194$408.1K0.41%−35−2.8%Reduced
Rossmore Private Capital1,194$408.2K0.04%00.0%Unchanged
Beacon Financial Advisory LLC1,196$408.7K0.09%+83+7.5%Added
Sequent Asset Management, LLC1,197$409.1K0.20%00.0%Unchanged
Cascade Financial Partners, LLC1,199$409.8K0.04%00.0%Unchanged
Parthenon LLC1,200$410.1K0.05%00.0%Unchanged
Stone Point Wealth LLC1,200$410.1K0.11%00.0%Unchanged
Sulzberger Capital Advisors, Inc.1,200$410.1K0.42%00.0%Unchanged
Northstar Group, Inc.1,201$410.5K0.06%−154−11.4%Reduced
Fulcrum Equity Management1,203$411.2K0.40%+199+19.8%Added
KLCM Advisors, Inc.1,203$411.3K0.04%−963−44.5%Reduced
Uniting Wealth Partners, LLC1,208$412.9K0.09%+12+1.0%Added
Brick & Kyle, Associates1,212$414.1K0.14%+1,212New
Balentine LLC1,213$414.6K0.02%+1,213New
Precedent Wealth Partners, LLC1,213$414.6K0.08%+86+7.6%Added
Code Waechter LLC1,218$416.3K0.25%+1,218New
Vicus Capital1,224$418.3K0.03%+1,224New
Mindset Wealth Management, LLC1,225$418.7K0.11%00.0%Unchanged
Bank of Hawaii1,226$419.0K0.02%00.0%Unchanged
Asset Dedication, LLC1,226$419.0K0.03%+302+32.7%Added
Alliance Wealth Advisors, LLC1,230$420.4K0.20%−333−21.3%Reduced
Hilltop National Bank1,231$420.7K0.10%−114−8.5%Reduced
Outlook Wealth Advisors, LLC1,234$421.7K0.10%+1+0.1%Added