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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
2,954
+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.

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
Tower Bridge Advisors3,118$1.07M0.10%+600+23.8%Added
Gluskin Sheff & Assoc Inc3,113$1.06M0.18%+3,113New
Valmark Advisers, Inc.3,113$1.06M0.01%+463+17.5%Added
Ticino Wealth3,050$1.06M0.37%−130−4.1%Reduced
RiverGlades Family Offices LLC3,100$1.06M0.62%+3,100New
Redmond Asset Management, LLC3,093$1.06M0.29%−220−6.6%Reduced
Gsa Capital Partners LLP3,084$1.05M0.07%−182−5.6%Reduced
PeakShares LLC3,083$1.05M0.97%+3,083New
Prosperity Consulting Group, LLC3,079$1.05M0.05%+236+8.3%Added
Ar Asset Management Inc3,075$1.05M0.20%00.0%Unchanged
Insigneo Advisory Services, LLC3,072$1.05M0.07%+72+2.4%Added
Mirador Capital Partners LP3,069$1.05M0.15%+34+1.1%Added
Clark Asset Management, LLC3,059$1.05M0.10%+23+0.8%Added
Key Client Fiduciary Advisors, LLC3,058$1.05M0.36%−78−2.5%Reduced
Heartland Bank & Trust Co3,057$1.04M0.24%+1,309+74.9%Added
Balboa Wealth Partners3,051$1.04M0.17%+950+45.2%Added
Visionary Wealth Advisors3,048$1.04M0.05%+387+14.5%Added
Haverford Trust Co3,044$1.04M0.01%−13−0.4%Reduced
NBT Bank N A3,041$1.04M0.07%−9−0.3%Reduced
Trust Point Inc.3,035$1.04M0.09%+246+8.8%Added
Guardian Investment Management3,030$1.04M0.84%−1,048−25.7%Reduced
Athena Investment Management3,028$1.03M0.54%−161−5.0%Reduced
Field & Main Bank3,025$1.03M0.30%−15−0.5%Reduced
Probity Advisors, Inc.3,024$1.03M0.16%−153−4.8%Reduced
Aspiriant, LLC3,014$1.03M0.03%−238−7.3%Reduced
Albert D Mason Inc3,009$1.03M0.67%−49−1.6%Reduced
Klein Pavlis & Peasley Financial, Inc.3,005$1.03M0.57%−1,662−35.6%Reduced
Tiaa Trust, National Association3,005$1.03M0.06%−40,761−93.1%Reduced
Patrick M Sweeney & Associates, Inc3,005$1.03M0.66%00.0%Unchanged
Abel Hall, LLC3,001$1.03M0.22%+673+28.9%Added
Evermay Wealth Management LLC3,001$1.03M0.11%+14+0.5%Added
Boit C F David3,000$1.03M0.46%00.0%Unchanged
Prestige Wealth Management Group LLC2,992$1.02M0.20%+5+0.2%Added
Sonoma Private Wealth LLC2,980$1.02M1.25%−2,287−43.4%Reduced
United Advisor Group, LLC2,978$1.02M0.13%+147+5.2%Added
Sandy Cove Advisors, LLC2,967$1.01M0.30%−40−1.3%Reduced
Westbourne Investment Advisors, Inc.2,965$1.01M0.30%00.0%Unchanged
Sym Financial Corp2,964$1.01M0.10%+267+9.9%Added
Root Financial Partners, LLC2,945$1.01M0.05%−569−16.2%Reduced
NTV Asset Management LLC2,942$1.01M0.11%00.0%Unchanged
Viawealth, LLC2,939$1.00M0.56%−633−17.7%Reduced
Corps Capital Advisors, LLC2,939$1.00M0.87%+850+40.7%Added
Forum Financial Management, LP2,936$1.00M0.01%−7,759−72.5%Reduced
Cpwa, LLC2,259$1.00M1.20%+2,259New
WealthTrust Axiom LLC2,925$999.7K0.25%+111+3.9%Added
Lincoln Capital Corp2,913$995.6K0.37%+2,913New
Jordan Park Group LLC2,900$991.2K0.05%00.0%Unchanged
Fortress Wealth Group, LLC2,811$991.1K0.37%+1,214+76.0%Added
Cercano Management LLC2,896$989.8K0.04%00.0%Unchanged
Verdad Advisers, LP2,894$989.1K1.11%+2,894New
Sonoma Allocations LLC2,797$987.4K0.34%−599−17.6%Reduced
J.Safra Asset Management Corp2,886$986.5K0.05%+2,796+3,106.7%Added
Alesco Advisors LLC2,884$985.7K0.03%+2,884New
Old Port Advisors2,878$983.7K0.23%00.0%Unchanged
Evolve Private Wealth, LLC2,875$982.7K0.05%+1,067+59.0%Added
McGowan Group Asset Management, Inc.2,872$981.5K0.13%+10.0%Added
Ibex Wealth Advisors2,871$981.1K0.09%+2,871New
Expressive Wealth LLC2,285$979.4K0.93%−47−2.0%Reduced
Eagle Strategies LLC2,858$976.8K0.12%+1,290+82.3%Added
Physicians Financial Services, Inc.2,846$973.0K0.27%+88+3.2%Added
Duncker Streett & Co Inc2,846$972.7K0.18%−50−1.7%Reduced
Hudock, Inc.2,841$971.2K0.14%−26−0.9%Reduced
Natural Investments, LLC2,841$971.0K0.24%+136+5.0%Added
Independent Solutions Wealth Management, LLC2,840$970.7K0.14%+2,840New
Resonant Capital Advisors, LLC2,835$969.0K0.05%+400+16.4%Added
Fullerton Fund Management Co Ltd.2,828$966.6K0.08%−206−6.8%Reduced
Measured Wealth Private Client Group, LLC2,825$965.6K0.26%+2,316+455.0%Added
Allium Financial Advisors, LLC2,823$964.9K0.77%+16+0.6%Added
Ridgewood Investments LLC2,816$962.5K0.39%+2,816New
Howland Capital Management LLC2,812$961.1K0.04%00.0%Unchanged
State of Wyoming2,807$959.4K0.11%−150−5.1%Reduced
Icon Wealth Advisors, LLC2,507$959.3K0.06%+832+49.7%Added
Fortis Capital Advisors, LLC2,805$958.7K0.13%+1,768+170.5%Added
Calton & Associates, Inc.2,801$957.5K0.14%−173−5.8%Reduced
Gabelli & Co Investment Advisers, Inc.2,800$957.0K0.14%00.0%Unchanged
Tranquilli Financial Advisor LLC2,797$956.0K0.56%−713−20.3%Reduced
JGP Wealth Management, LLC2,788$952.9K0.10%−18−0.6%Reduced
Crewe Advisors LLC2,784$951.5K0.08%+125+4.7%Added
Shaker Investments LLC2,777$949.2K0.43%+2,777New
Canopy Partners, LLC2,765$945.0K0.32%+9+0.3%Added
Dutch Asset Corp2,757$942.4K0.63%−929−25.2%Reduced
Magnolia Capital Advisors LLC2,750$939.9K0.18%+2,750New
Rodgers Brothers Inc.2,745$938.2K0.11%00.0%Unchanged
Chilton Capital Management LLC2,741$936.8K0.03%−4−0.1%Reduced
Cranbrook Wealth Management, LLC2,726$931.7K0.19%00.0%Unchanged
Wealth Effects LLC2,710$926.3K0.33%00.0%Unchanged
SmartHarvest Portfolios, LLC2,709$926.0K0.39%−552−16.9%Reduced
RB Capital Management, LLC2,705$924.6K0.20%−68−2.5%Reduced
Silver Coast Investments LLC2,701$923.2K0.29%−317−10.5%Reduced
Cito Capital Group, LLC2,700$923.0K0.28%00.0%Unchanged
International Assets Investment Management, LLC2,602$920.4K0.06%−15−0.6%Reduced
ISAM Funds (UK) Ltd2,687$918.4K0.45%−14,176−84.1%Reduced
Collaborative Fund Advisors, LLC2,681$916.3K0.57%+2,681New
Smith Group Asset Management, LLC2,679$915.7K0.05%−116−4.2%Reduced
Harrell Investment Partners, LLC2,677$915.0K0.22%00.0%Unchanged
Advisor OS, LLC2,676$914.6K0.07%−253−8.6%Reduced
Gallacher Capital Management LLC2,675$914.4K0.35%+279+11.6%Added
Teamwork Financial Advisors, LLC2,664$910.6K0.10%−654−19.7%Reduced
Laurel Oak Wealth Management, LLC2,661$909.5K0.15%−97−3.5%Reduced
Waterway Wealth Management, LLC2,655$907.4K0.20%−1,653−38.4%Reduced