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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $476.5B |
| Q1 2026 | 2,954 | $219.0B |
| Q4 2025 | 2,644 | $169.7B |
| Q3 2025 | 2,361 | $129.3B |
| Q2 2025 | 2,322 | $115.0B |
| Q1 2025 | 2,165 | $91.6B |
| Q4 2024 | 2,239 | $105.2B |
| Q3 2024 | 2,215 | $132.4B |
| Q2 2024 | 2,285 | $156.3B |
| Q1 2024 | 2,220 | $135.3B |
| Q4 2023 | 2,033 | $109.0B |
| Q3 2023 | 1,851 | $92.8B |
| Q2 2023 | 1,829 | $96.3B |
| Q1 2023 | 1,760 | $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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 1,150 | $393.1K | 0.08% | +1,150 | New |
| Archvest Wealth Advisors, Inc. | 1,149 | $392.8K | 0.25% | +297+34.9% | Added |
| Beaumont Financial Advisors, LLC | 1,148 | $392.3K | 0.03% | −28−2.4% | Reduced |
| Adalta Capital Management LLC | 1,145 | $391.4K | 0.19% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 1,143 | $390.7K | 0.17% | +1,143 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,143 | $390.5K | 0.05% | −44−3.7% | Reduced |
| First Horizon Corp | 1,142 | $390.3K | 0.02% | −41−3.5% | Reduced |
| Berbice Capital Management LLC | 1,140 | $389.6K | 0.25% | +20+1.8% | Added |
| WNY Asset Management, LLC | 1,140 | $389.6K | 0.04% | +1,140 | New |
| New Covenant Trust Company, N.A. | 1,138 | $389.0K | 0.35% | +24+2.2% | Added |
| Redwood Financial Network Corp | 1,138 | $388.8K | 0.25% | +1+0.1% | Added |
| 55 North Private Wealth, LLC | 1,137 | $388.6K | 0.10% | +122+12.0% | Added |
| Webster Bank, N. A. | 1,137 | $388.6K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,135 | $388.1K | 0.04% | +5+0.4% | Added |
| Oder Investment Management, LLC | 1,133 | $387.2K | 0.30% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,129 | $385.9K | 0.02% | +98+9.5% | Added |
| Fjell Capital, LLC | 1,126 | $384.9K | 0.30% | −50−4.3% | Reduced |
| Seldon Capital LP | 1,125 | $384.5K | 0.14% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,123 | $383.8K | 0.05% | +1,123 | New |
| Stonebridge Financial Group, LLC | 1,123 | $383.8K | 0.32% | +24+2.2% | Added |
| Woodward Diversified Capital, LLC | 966 | $383.5K | 0.17% | +3+0.3% | Added |
| BankChampaign, National Association | 1,121 | $383.1K | 0.38% | −443−28.3% | Reduced |
| Hudson Value Partners, LLC | 1,120 | $382.8K | 0.11% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,118 | $382.2K | 0.13% | −92−7.6% | Reduced |
| Redwood Wealth Management Group, LLC | 1,117 | $381.9K | 0.16% | −532−32.3% | Reduced |
| Markin Volterra Fund LP | 1,115 | $381.1K | 3.56% | −149−11.8% | Reduced |
| North Star Asset Management Inc | 1,115 | $381.1K | 0.02% | +1,115 | New |
| Ellenbecker Investment Group | 1,114 | $380.8K | 0.05% | +1+0.1% | Added |
| Larry Mathis Financial Planning, LLC | 1,114 | $380.8K | 0.34% | −364−24.6% | Reduced |
| First Financial Bankshares Inc | 1,114 | $380.8K | 0.01% | −78−6.5% | Reduced |
| Acorns Advisers, LLC | 1,112 | $380.0K | 0.00% | +38+3.5% | Added |
| Sanchez Wealth Management Group | 1,110 | $379.4K | 0.08% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,110 | $379.4K | 0.28% | +1,110 | New |
| Sagewood Asset Management LP | 1,110 | $379.4K | 0.12% | +1,110 | New |
| Tidemark, LLC | 1,110 | $379.2K | 0.10% | +31+2.9% | Added |
| American Institute for Advanced Investment Management, LLP | 1,108 | $378.7K | 0.25% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,106 | $378.2K | 0.04% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 1,106 | $378.0K | 0.07% | +1+0.1% | Added |
| Marco Investment Management LLC | 1,103 | $377.0K | 0.03% | −20,000−94.8% | Reduced |
| Focused Alpha, LLC | 1,103 | $376.9K | 0.12% | +1,103 | New |
| Brandywine Oak Private Wealth LLC | 1,101 | $376.4K | 0.03% | +20+1.9% | Added |
| Sculati Wealth Management, LLC | 1,100 | $376.0K | 0.14% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 1,099 | $375.6K | 0.09% | −224−16.9% | Reduced |
| Muirfield Wealth Advisors LLC | 1,099 | $375.6K | 0.28% | +34+3.2% | Added |
| Lazari Capital Management, Inc. | 1,097 | $374.9K | 0.13% | −77−6.6% | Reduced |
| LexAurum Advisors, LLC | 1,096 | $374.6K | 0.05% | +1,096 | New |
| Evolution Wealth Advisors, LLC | 1,095 | $374.3K | 0.04% | +1,095 | New |
| Hendley & Co Inc | 1,095 | $374.0K | 0.14% | −25,752−95.9% | Reduced |
| Owl Creek Wealth Partners LLC | 1,094 | $373.9K | 0.13% | +1,094 | New |
| Private Management Group Inc | 1,094 | $373.9K | 0.01% | +10+0.9% | Added |
| AMG Asset Management Group, Inc. | 1,092 | $373.3K | 0.29% | +1,092 | New |
| Convergence Investment Partners, LLC | 1,090 | $372.4K | 0.06% | −78−6.7% | Reduced |
| First Business Financial Services, Inc. | 1,089 | $372.2K | 0.03% | +11+1.0% | Added |
| One Day In July LLC | 1,089 | $372.2K | 0.03% | +26+2.4% | Added |
| Burton Enright Welch | 1,088 | $371.9K | 0.05% | −215−16.5% | Reduced |
| Second Line Capital, LLC | 942 | $371.6K | 0.07% | +60+6.8% | Added |
| Retirement Planning Group | 1,087 | $371.4K | 0.01% | −141−11.5% | Reduced |
| Nixon Peabody Trust Co | 1,085 | $370.8K | 0.03% | +202+22.9% | Added |
| Bath Savings Trust Co | 1,084 | $370.5K | 0.04% | 00.0% | Unchanged |
| Farmers National Bank | 1,083 | $370.2K | 0.08% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 1,081 | $369.4K | 0.24% | −169−13.5% | Reduced |
| F/M Investments LLC | 1,075 | $367.4K | 0.02% | −34−3.1% | Reduced |
| McLean Asset Management Corp | 1,073 | $366.7K | 0.06% | +23+2.2% | Added |
| Widmann Financial Services, Inc. | 1,070 | $365.7K | 0.22% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,070 | $365.7K | 0.14% | +1,070 | New |
| Westfuller Advisors, LLC | 1,067 | $364.9K | 0.16% | −194−15.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,066 | $364.4K | 0.13% | +150+16.4% | Added |
| Legato Capital Management LLC | 1,064 | $363.7K | 0.03% | +1,064 | New |
| Quarry LP | 1,063 | $363.3K | 0.07% | +280+35.8% | Added |
| Mizuho Markets Americas LLC | 1,062 | $363.0K | 0.01% | −97,938−98.9% | Reduced |
| Xxi Wealth, LLC | 1,062 | $363.0K | 0.21% | +247+30.3% | Added |
| Salem Investment Counselors Inc | 1,060 | $362.3K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1,060 | $362.3K | 0.13% | +10+1.0% | Added |
| STAR Financial Bank | 1,058 | $361.6K | 0.17% | +1,058 | New |
| Columbus Macro, LLC | 1,057 | $361.3K | 0.04% | −96−8.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,057 | $361.2K | 0.02% | −30−2.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 1,091 | $360.1K | 0.02% | −590−35.1% | Reduced |
| Daybright Advisory Services, Inc. | 1,051 | $359.3K | 0.10% | +1+0.1% | Added |
| Continuum Advisory, LLC | 1,051 | $359.2K | 0.03% | +19+1.8% | Added |
| SlateStone Wealth, LLC | 1,050 | $359.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,050 | $358.9K | 0.06% | −1,546−59.6% | Reduced |
| LBMC Investment Advisors, LLC | 1,050 | $358.9K | 0.02% | 00.0% | Unchanged |
| Investment House LLC | 1,050 | $358.9K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,047 | $357.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,045 | $357.0K | 0.03% | −87−7.7% | Reduced |
| Verum Partners LLC | 1,044 | $356.9K | 0.07% | −50−4.6% | Reduced |
| Sittner & Nelson, LLC | 1,044 | $356.8K | 0.13% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,044 | $356.8K | 0.05% | +210+25.2% | Added |
| Colonial River Wealth Management, LLC | 1,039 | $355.1K | 0.13% | +26+2.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,036 | $354.1K | 0.08% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,035 | $353.9K | 0.06% | +152+17.2% | Added |
| Commons Capital, LLC | 1,033 | $353.2K | 0.30% | −9−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,028 | $351.4K | 0.10% | +51+5.2% | Added |
| Tenzing Financial LLC | 888 | $351.3K | 0.26% | +22+2.5% | Added |
| Warren Street Wealth Advisors, LLC | 1,027 | $351.2K | 0.09% | +41+4.2% | Added |
| Arthur M. Cohen & Associates, LLC | 990 | $350.3K | 0.06% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,024 | $349.9K | 0.12% | +1+0.1% | Added |
| Global Assets Advisory, LLC | 1,023 | $349.5K | 0.11% | +10+1.0% | Added |
| London & Capital Asset Management Ltd | 1,021 | $348.8K | 0.00% | −202−16.5% | Reduced |
| General Partner, Inc. | 1,020 | $348.6K | 0.21% | 00.0% | Unchanged |