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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 14,598 | $4.99M | 0.75% | 00.0% | Unchanged |
| Delaney Dennis R | 14,586 | $4.99M | 1.77% | +4,778+48.7% | Added |
| Outfitter Financial LLC | 14,565 | $4.98M | 3.85% | −1,990−12.0% | Reduced |
| Leonteq Securities AG | 14,532 | $4.97M | 0.30% | +1,624+12.6% | Added |
| Johnson Financial Group, Inc. | 14,503 | $4.96M | 0.18% | −1,235−7.8% | Reduced |
| Green Alpha Advisors, LLC | 14,447 | $4.94M | 4.86% | +12+0.1% | Added |
| Moors & Cabot, Inc. | 14,440 | $4.94M | 0.21% | −1,361−8.6% | Reduced |
| Global Trust Asset Management, LLC | 14,381 | $4.92M | 1.88% | −178−1.2% | Reduced |
| Alaethes Wealth LLC | 14,367 | $4.91M | 1.42% | −11−0.1% | Reduced |
| Live Oak Private Wealth LLC | 14,279 | $4.88M | 0.68% | −199−1.4% | Reduced |
| Insight Inv LLC | 14,263 | $4.87M | 2.67% | −215−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 14,248 | $4.87M | 1.45% | −2,153−13.1% | Reduced |
| Milestone Asset Management, LLC | 14,235 | $4.87M | 0.90% | +14,235 | New |
| Notis-McConarty Edward | 14,229 | $4.86M | 2.42% | −112−0.8% | Reduced |
| Independent Financial Group, LLC | 14,228 | $4.86M | 0.11% | +4,639+48.4% | Added |
| Harfst & Associates, Inc. | 14,211 | $4.86M | 0.87% | −1,041−6.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,207 | $4.86M | 0.12% | +7,573+114.2% | Added |
| Ritholtz Wealth Management | 14,206 | $4.86M | 0.08% | +1,436+11.2% | Added |
| Longbow Finance SA | 14,188 | $4.85M | 0.88% | +3,531+33.1% | Added |
| Central Trust Co | 14,112 | $4.82M | 0.09% | −191−1.3% | Reduced |
| Truvestments Capital LLC | 14,023 | $4.79M | 0.86% | +24+0.2% | Added |
| Quest Investment Management LLC | 14,012 | $4.79M | 0.56% | +14,012 | New |
| GeoWealth Management, LLC | 13,999 | $4.79M | 0.17% | +724+5.5% | Added |
| Caldwell Trust Co | 14,000 | $4.79M | 0.43% | +229+1.7% | Added |
| XML Financial, LLC | 13,999 | $4.78M | 0.39% | −934−6.3% | Reduced |
| Venturi Wealth Management, LLC | 13,893 | $4.75M | 0.21% | −11,865−46.1% | Reduced |
| Caisse des Depots Et Consignations | 13,884 | $4.75M | 0.08% | −2,190−13.6% | Reduced |
| Sigma Planning Corp | 13,881 | $4.74M | 0.13% | +1,415+11.4% | Added |
| Azzad Asset Management Inc | 13,849 | $4.73M | 0.48% | −11,788−46.0% | Reduced |
| Syon Capital LLC | 13,809 | $4.72M | 0.24% | −91−0.7% | Reduced |
| Concord Wealth Partners | 13,803 | $4.72M | 0.61% | +416+3.1% | Added |
| JNBA Financial Advisors | 13,733 | $4.69M | 0.39% | −631−4.4% | Reduced |
| Hudson Canyon Capital Management | 13,650 | $4.67M | 2.86% | −1,418−9.4% | Reduced |
| Sycomore Asset Management | 22,252 | $4.66M | 0.67% | +22,252 | New |
| Cary Street Partners Financial LLC | 13,618 | $4.65M | 0.12% | −2,187−13.8% | Reduced |
| Cache Advisors, LLC | 13,617 | $4.65M | 0.54% | +13,617 | New |
| MASTERINVEST Kapitalanlage GmbH | 13,613 | $4.65M | 0.48% | −6,184−31.2% | Reduced |
| AlTi Global, Inc. | 13,590 | $4.65M | 0.10% | −384−2.7% | Reduced |
| Norden Group LLC | 13,540 | $4.63M | 0.44% | +1,432+11.8% | Added |
| Nilsine Partners, LLC | 11,398 | $4.61M | 0.36% | +778+7.3% | Added |
| Fragasso Group Inc. | 13,082 | $4.61M | 0.28% | −2,641−16.8% | Reduced |
| Next Century Growth Investors LLC | 13,367 | $4.57M | 0.33% | +13,367 | New |
| Concord Asset Management, LLC | 13,336 | $4.56M | 0.77% | +469+3.6% | Added |
| AustralianSuper Pty Ltd | 13,237 | $4.52M | 0.02% | −7,368−35.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 13,135 | $4.49M | 1.50% | −734−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,079 | $4.47M | 0.05% | +237+1.8% | Added |
| Auto-Owners Insurance Co | 13,070 | $4.47M | 0.09% | −44−0.3% | Reduced |
| 180 Wealth Advisors, LLC | 13,068 | $4.47M | 0.51% | −67−0.5% | Reduced |
| Artemis Wealth Advisors, LLC | 13,000 | $4.44M | 0.67% | +5,500+73.3% | Added |
| Dark Forest Capital Management LP | 12,934 | $4.42M | 0.39% | −17,797−57.9% | Reduced |
| Twinbeech Capital LP | 12,928 | $4.42M | 0.46% | +7,797+152.0% | Added |
| TD Private Client Wealth LLC | 12,910 | $4.41M | 0.09% | −3,200−19.9% | Reduced |
| Candelo Capital Management LP | 12,900 | $4.41M | 4.44% | −200−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,877 | $4.40M | 0.65% | −880−6.4% | Reduced |
| Snowden Capital Advisors LLC | 12,810 | $4.38M | 0.12% | +101+0.8% | Added |
| Fortune Financial Advisors, LLC | 12,766 | $4.36M | 2.22% | −231−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,683 | $4.34M | 0.10% | +2,752+27.7% | Added |
| Voya Financial Advisors, Inc. | 12,808 | $4.32M | 0.43% | −1,241−8.8% | Reduced |
| Dempze Nancy E | 12,608 | $4.31M | 2.37% | +666+5.6% | Added |
| Beech Hill Advisors, Inc. | 12,548 | $4.29M | 2.15% | −6,233−33.2% | Reduced |
| Atlas Capital Advisors LLC | 12,541 | $4.29M | 0.49% | −2,628−17.3% | Reduced |
| SBI Securities Co., Ltd. | 12,405 | $4.24M | 0.12% | +154+1.3% | Added |
| Valley National Advisers Inc | 12,393 | $4.24M | 0.55% | −527−4.1% | Reduced |
| Connective Capital Management, LLC | 12,349 | $4.22M | 3.48% | +12,349 | New |
| Ronald Blue Trust, Inc. | 12,262 | $4.19M | 0.05% | +728+6.3% | Added |
| Elefante Mark B | 12,204 | $4.17M | 2.29% | +2,706+28.5% | Added |
| Atomi Financial Group, Inc. | 12,197 | $4.17M | 0.13% | +1,440+13.4% | Added |
| Fulcrum Asset Management LLP | 12,860 | $4.16M | 0.63% | +238+1.9% | Added |
| Linden Thomas Advisory Services, LLC | 12,155 | $4.15M | 0.40% | −2,424−16.6% | Reduced |
| Legal Advantage Investments, Inc. | 12,081 | $4.13M | 2.13% | −1,000−7.6% | Reduced |
| Dynasty Wealth Management, LLC | 12,037 | $4.11M | 0.04% | +150+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 11,995 | $4.10M | 0.20% | +1,570+15.1% | Added |
| Sowell Financial Services LLC | 11,935 | $4.08M | 0.15% | −103−0.9% | Reduced |
| Spirit of America Management Corp | 11,920 | $4.07M | 0.80% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 11,893 | $4.06M | 0.15% | −1,360−10.3% | Reduced |
| Hidden Lake Asset Management LP | 11,880 | $4.06M | 2.69% | +11,880 | New |
| Peak Asset Management, LLC | 11,831 | $4.04M | 0.71% | −1,081−8.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,817 | $4.04M | 0.10% | +3,380+40.1% | Added |
| Coastal Bridge Advisors, LLC | 11,804 | $4.03M | 0.29% | −1,175−9.1% | Reduced |
| Venture Visionary Partners LLC | 11,782 | $4.03M | 0.13% | +901+8.3% | Added |
| Simplex Trading, LLC | 11,757 | $4.02M | 0.12% | −2,874−19.6% | Reduced |
| Western Financial Corp | 11,698 | $4.00M | 1.57% | +11,698 | New |
| IFP Advisors, Inc | 11,621 | $3.97M | 0.08% | −6,897−37.2% | Reduced |
| Hudson Bay Capital Management LP | 11,571 | $3.95M | 0.02% | −7,940−40.7% | Reduced |
| Horizon Investment Services, LLC | 11,566 | $3.95M | 1.37% | −546−4.5% | Reduced |
| Texas Bank & Trust Co | 11,560 | $3.95M | 1.48% | +297+2.6% | Added |
| IKE Capital, LLC | 11,550 | $3.95M | 2.23% | −1,014−8.1% | Reduced |
| Advisory Alpha, LLC | 11,530 | $3.94M | 0.11% | +1,348+13.2% | Added |
| Geneos Wealth Management Inc. | 11,474 | $3.92M | 0.09% | +301+2.7% | Added |
| Ascent Group, LLC | 11,443 | $3.91M | 0.14% | −2,869−20.0% | Reduced |
| Lebenthal Global Advisors, LLC | 11,400 | $3.90M | 0.57% | +2,100+22.6% | Added |
| Maia Wealth LLC | 11,370 | $3.89M | 0.66% | −574−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 11,352 | $3.88M | 0.27% | −460−3.9% | Reduced |
| Monument Capital Management | 11,341 | $3.88M | 0.97% | −72−0.6% | Reduced |
| Van Diest Capital, LLC | 11,334 | $3.87M | 3.05% | +7,544+199.1% | Added |
| Mairs & Power Inc | 11,327 | $3.87M | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 11,290 | $3.86M | 0.61% | +83+0.7% | Added |
| Qsemble Capital Management, LP | 11,278 | $3.85M | 0.29% | −1,661−12.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,244 | $3.84M | 0.18% | +1,372+13.9% | Added |
| IHT Wealth Management, LLC | 11,240 | $3.84M | 0.09% | +1,432+14.6% | Added |