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 |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 9,062 | $3.09M | 0.24% | −2,362−20.7% | Reduced |
| Unique Wealth Strategies, LLC | 9,049 | $3.09M | 1.27% | +167+1.9% | Added |
| 111 Capital | 9,044 | $3.09M | 0.76% | +1,541+20.5% | Added |
| Fayez Sarofim & Co | 9,016 | $3.08M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,005 | $3.08M | 0.50% | +5,225+138.2% | Added |
| HM Payson & Co | 9,000 | $3.08M | 0.04% | −1,300−12.6% | Reduced |
| Dnca Finance | 9,000 | $3.08M | 0.18% | −12,000−57.1% | Reduced |
| Avantax Planning Partners, Inc. | 8,999 | $3.08M | 0.08% | +100+1.1% | Added |
| Shepherd Street Advisors LLC | 8,978 | $3.07M | 3.02% | −126−1.4% | Reduced |
| Smith, Salley & Associates | 8,974 | $3.07M | 0.15% | +752+9.1% | Added |
| Sumitomo Life Insurance Co | 8,970 | $3.07M | 0.07% | +3,209+55.7% | Added |
| Mission Creek Capital Partners, Inc. | 11,673 | $3.06M | 0.61% | +2,323+24.8% | Added |
| Capula Management Ltd | 8,947 | $3.06M | 0.03% | +8,033+878.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 8,862 | $3.03M | 0.37% | +3,123+54.4% | Added |
| Csenge Advisory Group | 8,805 | $3.01M | 0.14% | −943−9.7% | Reduced |
| Pacific Sage Partners, LLC | 8,790 | $3.00M | 0.47% | −71−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 8,762 | $2.99M | 0.06% | −493−5.3% | Reduced |
| Mirabella Financial Services LLP | 8,733 | $2.98M | 0.29% | −1,117−11.3% | Reduced |
| Guardian Capital LP | 8,725 | $2.98M | 0.08% | −6,125−41.2% | Reduced |
| Nicolet Bankshares Inc | 8,594 | $2.98M | 0.11% | +7,694+854.9% | Added |
| Alexis Investment Partners, LLC | 9,214 | $2.98M | 2.05% | −837−8.3% | Reduced |
| Edentree Asset Management Ltd | 8,688 | $2.97M | 0.89% | −2,830−24.6% | Reduced |
| Grove Bank & Trust | 8,664 | $2.96M | 0.33% | +167+2.0% | Added |
| Exencial Wealth Advisors, LLC | 8,661 | $2.96M | 0.09% | −493−5.4% | Reduced |
| Optimize Financial Inc | 8,629 | $2.95M | 1.45% | +45+0.5% | Added |
| American Money Management, LLC | 8,617 | $2.95M | 0.47% | −1,116−11.5% | Reduced |
| Fiduciary Trust Co | 8,600 | $2.94M | 0.03% | +2,136+33.0% | Added |
| Net Worth Advisory Group | 8,590 | $2.94M | 0.61% | −138−1.6% | Reduced |
| Riverstone Advisors, LLC | 8,576 | $2.93M | 1.45% | +77+0.9% | Added |
| Salvus Wealth Management, LLC | 8,531 | $2.92M | 1.70% | −157−1.8% | Reduced |
| Watershed Asset Management, L.L.C. | 8,500 | $2.91M | 3.01% | +6,838+411.4% | Added |
| PFG Investments, LLC | 8,492 | $2.90M | 0.14% | +135+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 8,474 | $2.90M | 0.16% | +258+3.1% | Added |
| Charter Research & Investment Group, Inc. | 8,450 | $2.89M | 1.92% | −175−2.0% | Reduced |
| Krilogy Financial LLC | 7,382 | $2.88M | 0.09% | +889+13.7% | Added |
| Hartline Investment Corp | 8,385 | $2.87M | 0.32% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,378 | $2.86M | 1.03% | −2,453−22.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,323 | $2.84M | 0.08% | −352−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 8,316 | $2.84M | 0.09% | +528+6.8% | Added |
| Twin City Private Wealth, LLC | 8,278 | $2.83M | 2.15% | −967−10.5% | Reduced |
| Needham Investment Management LLC | 8,250 | $2.82M | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,231 | $2.81M | 0.07% | −2,079−20.2% | Reduced |
| Carr Financial Group Corp | 8,197 | $2.80M | 0.74% | −441−5.1% | Reduced |
| Boston Family Office LLC | 8,186 | $2.80M | 0.19% | +54+0.7% | Added |
| EPG Wealth Management LLC | 8,146 | $2.78M | 0.76% | +62+0.8% | Added |
| Avestar Capital, LLC | 8,135 | $2.78M | 0.19% | +188+2.4% | Added |
| WealthShield Partners, LLC | 8,124 | $2.78M | 0.31% | +6,752+492.1% | Added |
| Sphera Management Technology Funds Ltd | 8,100 | $2.77M | 1.56% | −9,050−52.8% | Reduced |
| Stock Yards Bank & Trust Co | 8,071 | $2.76M | 0.09% | +23+0.3% | Added |
| Marshall Financial Group LLC | 8,061 | $2.76M | 0.44% | −30.0% | Reduced |
| Crux Wealth Advisors | 8,018 | $2.74M | 1.05% | −368−4.4% | Reduced |
| Wynn Capital, LLC | 7,997 | $2.73M | 1.40% | +40+0.5% | Added |
| Kentucky Trust Co | 7,980 | $2.73M | 1.43% | −385−4.6% | Reduced |
| Sax Wealth Advisors, LLC | 10,599 | $2.72M | 0.13% | −79−0.7% | Reduced |
| Private Wealth Advisors | 7,914 | $2.70M | 0.76% | +695+9.6% | Added |
| United Asset Strategies, Inc. | 7,874 | $2.69M | 0.21% | +57+0.7% | Added |
| Bryn Mawr Trust Co | 7,836 | $2.68M | 0.06% | +150+2.0% | Added |
| Alphadyne Asset Management LP | 7,823 | $2.67M | 0.35% | +6,283+408.0% | Added |
| Meridian Wealth Advisors, LLC | 7,811 | $2.67M | 0.35% | +6,521+505.5% | Added |
| SPWM Advisors LLC | 6,186 | $2.67M | 2.32% | −1,336−17.8% | Reduced |
| Heartland Advisors Inc | 7,803 | $2.67M | 0.14% | +23+0.3% | Added |
| RFG Advisory, LLC | 7,776 | $2.66M | 0.05% | −7,022−47.5% | Reduced |
| Atlantic Union Bankshares Corp | 7,771 | $2.66M | 0.05% | −5,850−42.9% | Reduced |
| Pallas Capital Advisors LLC | 7,746 | $2.65M | 0.10% | −70−0.9% | Reduced |
| Archford Capital Strategies, LLC | 7,724 | $2.64M | 0.30% | +608+8.5% | Added |
| Checchi Capital Advisers, LLC | 7,722 | $2.64M | 0.18% | +485+6.7% | Added |
| Signal Advisors Wealth, LLC | 7,702 | $2.63M | 0.18% | +5,444+241.1% | Added |
| Fiduciary Alliance LLC | 6,654 | $2.62M | 0.16% | +438+7.0% | Added |
| Azimuth Capital Investment Management LLC | 7,664 | $2.62M | 0.10% | −604−7.3% | Reduced |
| First National Trust Co | 7,662 | $2.62M | 0.09% | −4−0.1% | Reduced |
| True North Advisors, LLC | 7,658 | $2.62M | 0.30% | −262−3.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 7,649 | $2.61M | 2.57% | +37+0.5% | Added |
| Left Brain Wealth Management, LLC | 7,649 | $2.61M | 1.03% | +7,649 | New |
| RNC Capital Management LLC | 7,628 | $2.61M | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,623 | $2.61M | 0.31% | +1,334+21.2% | Added |
| First American Trust, FSB | 7,603 | $2.60M | 0.17% | −2,011−20.9% | Reduced |
| Bridgeway Capital Management, LLC | 7,600 | $2.60M | 0.05% | −2,820−27.1% | Reduced |
| Adirondack Trust Co | 7,581 | $2.59M | 0.87% | −665−8.1% | Reduced |
| Tealwood Asset Management Inc | 7,580 | $2.59M | 1.18% | −28−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 7,580 | $2.59M | 0.18% | −869−10.3% | Reduced |
| Perpetual Ltd | 7,578 | $2.59M | 0.04% | +403+5.6% | Added |
| Sterling Capital Management LLC | 7,566 | $2.59M | 0.05% | −3,953−34.3% | Reduced |
| Cigna Investments Inc | 7,560 | $2.58M | 0.40% | −205−2.6% | Reduced |
| Okabena Investment Services Inc | 7,546 | $2.58M | 0.50% | +18+0.2% | Added |
| Enterprise Financial Services Corp | 7,545 | $2.58M | 1.31% | +3,107+70.0% | Added |
| Hardy Reed LLC | 7,538 | $2.58M | 0.19% | +7+0.1% | Added |
| Three Seasons Wealth, LLC | 7,525 | $2.57M | 0.98% | +5,770+328.8% | Added |
| Moneta Group Investment Advisors LLC | 7,508 | $2.57M | 0.02% | −115−1.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,504 | $2.56M | 0.26% | +20+0.3% | Added |
| Sunstone Asset Management, L.P. | 7,500 | $2.56M | 3.02% | +4,400+141.9% | Added |
| Camarda Financial Advisors, LLC | 7,498 | $2.56M | 1.35% | +7,498 | New |
| Peloton Wealth Strategists | 7,480 | $2.56M | 1.03% | −9,260−55.3% | Reduced |
| Concentrum Wealth Management | 7,438 | $2.54M | 0.75% | −181−2.4% | Reduced |
| Cove Private Wealth, LLC | 7,426 | $2.54M | 0.58% | +22+0.3% | Added |
| Agate Pass Investment Management, LLC | 7,424 | $2.54M | 0.99% | +195+2.7% | Added |
| Great Valley Advisor Group, Inc. | 7,387 | $2.53M | 0.05% | +467+6.7% | Added |
| Private Trust Co NA | 7,380 | $2.52M | 0.23% | +1,813+32.6% | Added |
| Ipswich Investment Management Co., Inc. | 7,366 | $2.52M | 0.59% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,770 | $2.51M | 0.05% | +202+3.6% | Added |
| JT Stratford LLC | 7,316 | $2.50M | 0.32% | −4,549−38.3% | Reduced |