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; 3,519 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 | 3,519 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 879,089 | $300.5M | 1.61% | −194,131−18.1% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 875,400 | $298.9M | 1.46% | −773,600−46.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 869,943 | $297.3M | 3.46% | −261,333−23.1% | Reduced |
| Agf Management Ltd | 869,164 | $297.1M | 1.33% | +23,893+2.8% | Added |
| LPL Financial LLC | 863,800 | $295.2M | 0.08% | +22,404+2.7% | Added |
| Employees Provident Fund Board | 857,351 | $293.0M | 2.21% | +122,070+16.6% | Added |
| Natixis Advisors, L.P. | 842,748 | $288.0M | 0.40% | +150,277+21.7% | Added |
| 1832 Asset Management L.P. | 807,088 | $275.9M | 0.37% | +663,328+461.4% | Added |
| Qube Research & Technologies Ltd | 796,497 | $272.2M | 0.39% | +346,040+76.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 785,337 | $268.4M | 0.77% | −14,133−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 816,742 | $268.4M | 0.44% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 783,346 | $267.7M | 0.53% | +137,831+21.4% | Added |
| Prudential Financial Inc | 764,612 | $261.3M | 0.32% | +254,755+50.0% | Added |
| Standard Life Aberdeen plc | 742,199 | $253.7M | 0.41% | +30,194+4.2% | Added |
| Value Aligned Research Advisors, LLC | 731,704 | $250.1M | 2.96% | +193,473+35.9% | Added |
| Stifel Financial Corp | 714,857 | $244.4M | 0.22% | −71,453−9.1% | Reduced |
| Aviva PLC | 714,309 | $244.1M | 0.41% | +18,569+2.7% | Added |
| Abrams Bison Investments, LLC | 704,000 | $240.6M | 10.41% | −188,000−21.1% | Reduced |
| Holocene Advisors, LP | 700,675 | $239.5M | 0.58% | +617,937+746.9% | Added |
| State Board of Administration of Florida Retirement System | 696,765 | $238.1M | 0.45% | −1,751−0.3% | Reduced |
| LSV Asset Management | 681,076 | $232.8M | 0.50% | −375,540−35.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 666,026 | $227.6M | 0.35% | +24,300+3.8% | Added |
| Epoch Investment Partners, Inc. | 659,689 | $225.5M | 1.37% | −217,537−24.8% | Reduced |
| SEI Investments Co | 654,891 | $223.8M | 0.21% | +164,436+33.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 652,284 | $221.9M | 0.30% | +56,292+9.4% | Added |
| Mackenzie Financial Corp | 642,013 | $219.4M | 0.26% | +163,757+34.2% | Added |
| Fifth Third Bancorp | 641,828 | $219.4M | 0.40% | +163,703+34.2% | Added |
| Creative Planning | 634,638 | $216.9M | 0.15% | +28,503+4.7% | Added |
| New York State Teachers Retirement System | 631,762 | $215.9M | 0.44% | +5,700+0.9% | Added |
| Korea Investment CORP | 620,101 | $211.9M | 0.44% | −63,644−9.3% | Reduced |
| Schroder Investment Management Group | 646,497 | $208.9M | 0.17% | +42,954+7.1% | Added |
| US Bancorp | 569,678 | $194.7M | 0.24% | −23,719−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 567,604 | $194.0M | 0.11% | +69,366+13.9% | Added |
| Woodline Partners LP | 566,201 | $193.5M | 0.73% | +364,917+181.3% | Added |
| Bridgewater Associates, LP | 559,918 | $191.4M | 0.85% | +82,341+17.2% | Added |
| NEOS Investment Management LLC | 550,100 | $188.0M | 0.95% | +104,993+23.6% | Added |
| Lazard Asset Management LLC | 544,306 | $186.0M | 0.31% | +212,004+63.8% | Added |
| Man Group plc | 538,814 | $184.2M | 0.38% | +197,072+57.7% | Added |
| Nomura Asset Management International Inc. | 538,347 | $184.0M | 0.32% | −29,748−5.2% | Reduced |
| SG Americas Securities, LLC | 533,283 | $182.3M | 0.20% | +92,290+20.9% | Added |
| Storebrand Asset Management AS | 521,662 | $178.3M | 0.51% | +6,876+1.3% | Added |
| Castle Hook Partners LP | 520,581 | $177.9M | 3.60% | +278,863+115.4% | Added |
| SEB Asset Management AB | 512,119 | $175.0M | 0.75% | +512,119 | New |
| Treasurer of the State of North Carolina | 506,699 | $173.2M | 0.54% | +19,820+4.1% | Added |
| Mariner, LLC | 502,097 | $171.5M | 0.20% | +193,274+62.6% | Added |
| PFA Pension, Forsikringsaktieselskab | 491,505 | $168.0M | 0.51% | +26,178+5.6% | Added |
| Danske Bank A/S | 491,192 | $167.9M | 0.40% | +41,974+9.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 483,369 | $165.2M | 0.41% | +38,594+8.7% | Added |
| XN LP | 483,240 | $165.2M | 6.07% | +146,340+43.4% | Added |
| AQR Capital Management LLC | 490,617 | $164.3M | 0.08% | −21,116−4.1% | Reduced |
| Colony Group, LLC | 478,855 | $164.2M | 0.18% | −86,550−15.3% | Reduced |
| Royal London Asset Management Ltd | 478,933 | $163.7M | 0.34% | −60,933−11.3% | Reduced |
| Quantinno Capital Management LP | 471,966 | $161.3M | 0.27% | +78,133+19.8% | Added |
| Retirement Systems of Alabama | 466,913 | $159.6M | 0.53% | −920−0.2% | Reduced |
| HighTower Advisors, LLC | 465,197 | $159.0M | 0.17% | +5,036+1.1% | Added |
| Public Sector Pension Investment Board | 462,134 | $158.0M | 0.49% | +24,279+5.5% | Added |
| Jones Financial Companies LLLP | 465,418 | $157.0M | 0.08% | +300,052+181.4% | Added |
| Anther Capital Ltd | 458,157 | $156.6M | 4.09% | +458,157 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 456,984 | $156.2M | 0.26% | −492,496−51.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 454,670 | $155.4M | 0.10% | −39,334−8.0% | Reduced |
| Nissay Asset Management Corp | 450,358 | $153.9M | 0.82% | −36,664−7.5% | Reduced |
| APG Asset Management N.V. | 514,499 | $152.6M | 0.48% | +66,157+14.8% | Added |
| Fort Washington Investment Advisors Inc | 445,323 | $152.2M | 0.84% | −33,119−6.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 444,766 | $152.0M | 1.03% | −256,648−36.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 444,031 | $151.8M | 2.99% | −68,214−13.3% | Reduced |
| Two Sigma Investments, LP | 443,650 | $151.6M | 0.13% | +412,659+1,331.5% | Added |
| Abn Amro Investment Solutions | 438,392 | $149.8M | 1.95% | +109,506+33.3% | Added |
| Rockefeller Capital Management L.P. | 436,403 | $149.2M | 0.26% | −31,605−6.8% | Reduced |
| State of Wisconsin Investment Board | 430,459 | $147.1M | 0.34% | +12,452+3.0% | Added |
| UniSuper Management Pty Ltd | 426,692 | $145.8M | 0.95% | −31,703−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 426,009 | $145.6M | 1.52% | −9,829−2.3% | Reduced |
| Fisher Asset Management, LLC | 422,055 | $144.3M | 0.05% | −33,022−7.3% | Reduced |
| Maj Invest Holding A/S | 418,596 | $143.1M | 6.30% | −189,247−31.1% | Reduced |
| Guggenheim Capital LLC | 415,518 | $142.0M | 1.13% | −69,509−14.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 412,572 | $141.0M | 0.41% | −27,085−6.2% | Reduced |
| Susquehanna International Group, LLP | 407,777 | $139.4M | 0.18% | −777,152−65.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 405,000 | $138.4M | 1.20% | −109,000−21.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 399,774 | $136.6M | 0.30% | −22,409−5.3% | Reduced |
| Flossbach Von Storch AG | 396,117 | $135.4M | 0.63% | −345,403−46.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 395,608 | $135.2M | 0.39% | +395,608 | New |
| Vontobel Holding Ltd. | 393,346 | $134.4M | 0.46% | −76,943−16.4% | Reduced |
| Glenmede Trust Co NA | 390,765 | $133.6M | 0.66% | −75,114−16.1% | Reduced |
| CIBC Asset Management Inc | 387,754 | $132.4M | 0.32% | +48,149+14.2% | Added |
| Actiam N.V. | 382,307 | $130.7M | 1.28% | +382,307 | New |
| Los Angeles Capital Management LLC | 381,446 | $130.4M | 0.51% | +369,158+3,004.2% | Added |
| Capital Advisors Inc | 375,999 | $128.5M | 2.07% | −61,235−14.0% | Reduced |
| Toronto Dominion Bank | 371,018 | $126.8M | 0.24% | −50,821−12.0% | Reduced |
| Assetmark, Inc | 370,481 | $126.6M | 0.26% | −6,032−1.6% | Reduced |
| KLP Kapitalforvaltning AS | 364,141 | $124.5M | 0.49% | +10,800+3.1% | Added |
| Raiffeisen Bank International AG | 383,224 | $123.9M | 1.79% | −13,810−3.5% | Reduced |
| KBC Group NV | 359,763 | $123.0M | 0.31% | −108,174−23.1% | Reduced |
| Wellington Management Group LLP | 357,270 | $122.1M | 0.02% | −73,701−17.1% | Reduced |
| Handelsbanken Fonder AB | 356,909 | $122.0M | 0.41% | +35,966+11.2% | Added |
| Marex Group plc | 350,020 | $119.6M | 1.24% | +196,470+128.0% | Added |
| Public Employees Retirement System of Ohio | 346,331 | $118.4M | 0.38% | −9,689−2.7% | Reduced |
| Natixis | 344,523 | $117.8M | 0.47% | −72,757−17.4% | Reduced |
| Asset Management One Co.,Ltd. | 339,841 | $116.2M | 0.34% | −2,522−0.7% | Reduced |
| Manning & Napier Advisors LLC | 339,637 | $116.1M | 1.64% | −30,326−8.2% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 338,165 | $115.6M | 1.74% | +51,423+17.9% | Added |
| Cornerstone Investment Partners, LLC | 336,604 | $115.0M | 4.83% | −65,285−16.2% | Reduced |