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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
49 Wealth Management, LLC2,637$901.2K0.07%−4−0.2%Reduced
Impact Investors, Inc2,636$901.0K0.63%−1,064−28.8%Reduced
BAM Wealth Management, LLC2,622$896.2K0.67%−1,022−28.0%Reduced
Indivisible Partners2,620$895.6K0.08%+2,620New
Franklin Street Advisors Inc2,620$895.5K0.05%−406−13.4%Reduced
VeraBank, N.A.2,613$893.1K0.16%−100−3.7%Reduced
Contravisory Investment Management, Inc.2,599$888.3K0.18%+2,599New
Aviso Wealth Management2,597$887.9K0.40%+534+25.9%Added
Summit Wealth Group LLC2,594$886.7K0.09%+235+10.0%Added
Martin Capital Advisors, LLP2,590$885.4K0.56%+47+1.8%Added
Principle Wealth Partners LLC2,590$885.4K0.05%00.0%Unchanged
Financial Solutions Advisory Group, Inc.2,590$885.2K0.12%+2,590New
Financial Engines Advisors L.L.C.2,580$881.8K0.00%−293−10.2%Reduced
Lewis Asset Management, LLC2,575$880.0K0.36%+10.0%Added
TruNorth Capital Management, LLC2,572$879.1K0.17%+72+2.9%Added
Buckhead Capital Management LLC2,561$875.3K0.33%00.0%Unchanged
Cypress Wealth Services, LLC2,559$874.7K0.12%−835−24.6%Reduced
Y.D. More Investments Ltd2,560$873.9K0.03%+2,500+4,166.7%Added
Somerset Trust Co2,552$872.2K0.27%+2+0.1%Added
Accredited Investors Inc.2,548$871.0K0.05%−200−7.3%Reduced
Kaizen Financial Strategies2,234$871.0K0.37%−9−0.4%Reduced
Philadelphia Investment Partners, LLC2,548$870.9K0.59%+2,548New
CVA Family Office, LLC2,547$870.7K0.09%+367+16.8%Added
Neo Ivy Capital Management2,543$869.2K0.23%+2,543New
Axq Capital, LP2,542$868.8K0.11%+2,542New
Haven Private, LLC2,540$868.1K0.38%+106+4.4%Added
Avidian Wealth Solutions, LLC2,538$867.6K0.03%+142+5.9%Added
Hilltop Holdings Inc.2,527$863.7K0.08%+1,530+153.5%Added
Integrity Alliance, LLC.2,515$859.6K0.03%−4,615−64.7%Reduced
Worthington Financial Partners, LLC2,509$857.6K0.74%−968−27.8%Reduced
Oak Harbor Wealth Partners, LLC2,508$857.2K0.20%−486−16.2%Reduced
Brasada Capital Management, LP2,500$854.5K0.16%+2,500New
IMPACTfolio, LLC2,492$851.7K0.36%−298−10.7%Reduced
Unified Investment Management2,488$850.2K0.88%−297−10.7%Reduced
Jessup Wealth Management, Inc2,487$850.2K0.31%−119−4.6%Reduced
Generali Investments CEE, investicni spolecnost, a.s.2,473$845.2K0.04%+2,473New
Insight 2811, Inc.2,470$844.2K0.37%−47−1.9%Reduced
BridgePort Financial Solutions, LLC2,469$843.9K0.24%−63−2.5%Reduced
Persium Advisors, LLC2,458$840.1K0.66%−1,475−37.5%Reduced
Global Strategic Investment Solutions, LLC2,452$838.1K0.08%−335−12.0%Reduced
Capstone Financial Advisors, Inc.2,435$832.4K0.04%+2,435New
Thoroughbred Financial Services, LLC2,434$832.0K0.05%+60+2.5%Added
Crawford Investment Counsel Inc2,433$831.6K0.01%−130−5.1%Reduced
Princeton Global Asset Management LLC2,433$831.6K0.14%00.0%Unchanged
Zions Bancorporation, National Association2,432$831.2K0.05%−3,515−59.1%Reduced
Cromwell Holdings LLC2,432$831.2K0.47%00.0%Unchanged
HighPoint Advisor Group LLC2,422$827.9K0.03%−13,856−85.1%Reduced
Vaughan David Investments LLC2,418$826.0K0.02%00.0%Unchanged
McLaughlin Asset Management, Inc.2,410$823.9K0.79%−1,052−30.4%Reduced
PlanVest Financial, Inc2,407$822.9K0.63%+2,407New
AGH Wealth Advisors, LLC2,403$821.3K0.60%−61−2.5%Reduced
RAM Investment Partners, LLC2,401$820.6K0.14%+331+16.0%Added
Voleon Capital Management LP2,400$820.3K0.02%+185+8.4%Added
Gerber Kawasaki Wealth & Investment Management2,397$819.3K0.03%−282−10.5%Reduced
Leonard Rickey Investment Advisors P.L.L.C.2,397$819.3K0.14%−283−10.6%Reduced
Income Insurance Ltd2,394$818.2K0.56%−100−4.0%Reduced
Winthrop Advisory Group LLC2,392$817.6K0.07%+6+0.3%Added
Forza Wealth Management, LLC2,392$817.6K0.28%00.0%Unchanged
Sustainable Insight Capital Management, LLC2,390$816.9K0.27%+900+60.4%Added
PCM Encore, LLC2,388$816.0K0.17%+589+32.7%Added
MV Capital Management, Inc.2,387$815.9K0.08%+5+0.2%Added
B&L Asset Management LLC2,385$815.2K0.35%−100−4.0%Reduced
Ring Mountain Capital, LLC2,385$815.0K0.45%+48+2.1%Added
Wellington Shields Capital Management, LLC2,380$813.5K0.12%+900+60.8%Added
Leuthold Group, LLC2,367$809.0K0.09%−71−2.9%Reduced
Studio Investment Management LLC2,362$807.3K0.15%−163−6.5%Reduced
Cambria Investment Management, L.P.2,357$805.6K0.04%+918+63.8%Added
AlphaCore Capital LLC2,357$805.5K0.02%−1,989−45.8%Reduced
Bigelow Investment Advisors, LLC2,350$803.2K0.32%−483−17.0%Reduced
Impact Capital Partners LLC2,344$801.2K0.24%+372+18.9%Added
Opes Wealth Management LLC2,323$794.0K0.14%+31+1.4%Added
CoreCap Advisors, LLC2,310$789.8K0.03%−905−28.1%Reduced
J. Stern & Co. LLP2,300$786.1K0.08%−717,272−99.7%Reduced
DLK Investment Management, LLC2,300$786.1K0.31%−8−0.3%Reduced
1st Source Bank2,295$784.4K0.04%00.0%Unchanged
Capital Management Associates, Inc2,290$782.6K0.18%−454−16.5%Reduced
JMN Financial LLC2,287$781.7K0.77%+121+5.6%Added
Wall Street Financial Group, Inc.2,283$780.3K0.46%−43−1.8%Reduced
EJMK Ventures LLC2,283$780.3K0.44%+375+19.7%Added
Madison Wealth Partners, Inc2,280$779.4K0.12%+112+5.2%Added
Midwest Financial Group LLC2,278$778.7K0.33%00.0%Unchanged
One Wealth Advisors, LLC2,267$774.8K0.10%−41−1.8%Reduced
Flow Traders U.S. LLC2,266$774.0K0.02%+2,266New
Onefund, LLC2,189$773.4K0.50%−166−7.0%Reduced
Burke & Herbert Bank & Trust Co2,261$772.8K0.21%−980−30.2%Reduced
Rooted Wealth Advisors, Inc.1,971$771.9K0.20%+371+23.2%Added
Meadowbrook Advisors Group, LLC2,248$768.3K0.46%+63+2.9%Added
Congress Park Capital LLC2,247$767.9K0.24%+2,247New
Sunbelt Securities, Inc.2,241$766.0K0.05%−536−19.3%Reduced
Fukoku Mutual Life Insurance Co2,232$762.9K0.05%00.0%Unchanged
First National Bank of Hutchinson2,227$761.2K0.49%+2,227New
WealthPLAN Partners, LLC2,223$759.8K0.15%+2,223New
AdvisorNet Financial, Inc2,222$759.3K0.04%+48+2.2%Added
Birchcreek Wealth Management, LLC2,213$756.4K0.36%00.0%Unchanged
South Shore Capital Advisors2,213$756.3K0.55%+11+0.5%Added
Cascade Investment Group, Inc.2,210$755.4K0.50%+66+3.1%Added
Investment Advisory Services Inc2,204$753.4K0.24%−605−21.5%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,200$751.9K0.00%00.0%Unchanged
GLOBALT Investments LLC2,200$751.9K0.03%00.0%Unchanged
Kelly Financial Services LLC2,193$749.6K0.18%+10.0%Added