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 3 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 |
|---|---|---|---|---|---|
| LFA - Lugano Financial Advisors SA | 28 | $9.57K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 28 | $9.57K | 0.01% | +28 | New |
| American Capital Advisory, LLC | 27 | $9.23K | 0.00% | +2+8.0% | Added |
| Carolina Wealth Advisors, LLC | 25 | $8.54K | 0.00% | +25 | New |
| Kozak & Associates, Inc. | 20 | $7.92K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 23 | $7.86K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 23 | $7.86K | 0.01% | +23 | New |
| Winch Advisory Services, LLC | 23 | $7.79K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 21 | $7.27K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 20 | $6.88K | 0.01% | −3−13.0% | Reduced |
| Align Financial, LLC | 20 | $6.84K | 0.00% | −5,120−99.6% | Reduced |
| Strategic Wealth Advisors LLC | 19 | $6.00K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $5.81K | 0.00% | −90−84.1% | Reduced |
| DecisionPoint Financial, LLC | 16 | $5.47K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $5.13K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 15 | $5.13K | 0.00% | +14+1,400.0% | Added |
| PayPay Securities Corp | 13 | $5.07K | 0.18% | −4−23.5% | Reduced |
| Fairman Group, LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $4.44K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 13 | $4.44K | 0.00% | +10+333.3% | Added |
| Estabrook Capital Management | 13 | $4.44K | 0.00% | +13 | New |
| Corsicana & Co. | 29 | $4.21K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $4.10K | 0.00% | −38−76.0% | Reduced |
| Morton Brown Family Wealth, LLC | 12 | $4.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $4.10K | 0.00% | +2+20.0% | Added |
| LGT Financial Advisors LLC | 10 | $3.42K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $3.42K | 0.01% | +10 | New |
| Hamrick Investment Counsel, llc | 10 | $3.42K | 0.00% | +10 | New |
| Sunrise Financial Services, LLC | 9 | $3.08K | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 8 | $2.73K | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 7 | $2.69K | 0.00% | +3+75.0% | Added |
| Benson Wealth Management INC | 7 | $2.39K | 0.00% | +2+40.0% | Added |
| Proathlete Wealth Management LLC | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $1.71K | 0.00% | +5 | New |
| PFS Partners, LLC | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $1.37K | 0.00% | +4 | New |
| LM Advisors LLC | 371 | $1.09K | 0.02% | +112+43.2% | Added |
| 3 Factor Indexing, LLC | 3 | $1.03K | 0.00% | +3 | New |
| ORG Wealth Partners, LLC | 3 | $1.02K | 0.00% | −83−96.5% | Reduced |
| Strategic Advocates LLC | 2 | $684 | 0.00% | −2,194−99.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $684 | 0.01% | −2−50.0% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $342 | 0.00% | −2,410−100.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 1 | $342 | 0.00% | +1 | New |
| Walsh & Associates, LLC | 1 | $342 | 0.00% | +1 | New |
| TD Capital Management LLC | 0 | $35 | 0.00% | 0 | Unchanged |
| Union Bancaire Privee, UBP SA | 156,795 | – | – | −770.0% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −910,441−100.0% | Sold out |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −280,589−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −242,022−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −167,938−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −157,099−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −140,773−100.0% | Sold out |
| Genoa Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −75,504−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −67,903−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −46,032−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −32,245−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −29,968−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −21,809−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −16,984−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −16,055−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −12,806−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −12,743−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| ADAPT Investment Managers SA | 0 | $0 | 0.00% | −10,177−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −7,306−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −7,029−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −7,007−100.0% | Sold out |
| Fischer Financial Services, Inc. | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| O'Keefe Stevens Advisory, Inc. | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Daviman Financial, LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |