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
- 2,955
- +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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 61,005 | $20.9M | 4.19% | +280.0% | Added |
| ProVise Management Group, LLC | 59,575 | $20.4M | 1.46% | −1,606−2.6% | Reduced |
| D.A. Davidson & Co. | 59,241 | $20.2M | 0.12% | −5,085−7.9% | Reduced |
| Summit Street Capital Management, LLC | 59,204 | $20.2M | 2.86% | −16,832−22.1% | Reduced |
| Laird Norton Trust Company, LLC | 58,954 | $20.1M | 0.44% | +297+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 58,739 | $20.1M | 0.06% | −4,702−7.4% | Reduced |
| EP Wealth Advisors, LLC | 58,736 | $20.1M | 0.10% | +642+1.1% | Added |
| Matrix Asset Advisors Inc | 58,533 | $20.0M | 1.84% | −13,265−18.5% | Reduced |
| Allworth Financial LP | 58,325 | $19.9M | 0.08% | +29,241+100.5% | Added |
| Freestone Capital Holdings, LLC | 58,002 | $19.8M | 0.60% | +893+1.6% | Added |
| Lowe Brockenbrough & Co Inc | 57,822 | $19.8M | 0.99% | −1,725−2.9% | Reduced |
| Four Tree Island Advisory LLC | 57,758 | $19.7M | 9.96% | +1,957+3.5% | Added |
| Cullen/Frost Bankers, Inc. | 57,196 | $19.5M | 0.22% | +10,616+22.8% | Added |
| Jain Global LLC | 56,483 | $19.3M | 0.25% | +56,483 | New |
| BLI - Banque de Luxembourg Investments | 86,742 | $19.2M | 0.57% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56,093 | $19.2M | 0.59% | −1,082−1.9% | Reduced |
| Sienna Gestion | 58,855 | $19.2M | 1.26% | −51,542−46.7% | Reduced |
| Osmosis Investment Management UK Ltd | 55,073 | $18.8M | 0.51% | +26,121+90.2% | Added |
| Smithbridge Asset Management Inc | 54,865 | $18.8M | 2.78% | −31,774−36.7% | Reduced |
| Banco Santander, S.A. | 54,676 | $18.7M | 0.15% | −16,279−22.9% | Reduced |
| Summit Financial, LLC | 54,302 | $18.6M | 0.24% | +39,208+259.8% | Added |
| Colonial Trust Advisors | 53,639 | $18.3M | 1.42% | −934−1.7% | Reduced |
| Verition Fund Management LLC | 53,611 | $18.3M | 0.18% | +1,259+2.4% | Added |
| Greenwich Wealth Management LLC | 53,592 | $18.3M | 0.75% | −118−0.2% | Reduced |
| Capital Investment Advisors, LLC | 53,502 | $18.3M | 0.27% | +1,841+3.6% | Added |
| Signature Estate & Investment Advisors LLC | 53,348 | $18.2M | 0.37% | −22,221−29.4% | Reduced |
| Banque Pictet & Cie SA | 53,413 | $18.2M | 0.21% | −5,815−9.8% | Reduced |
| E Fund Management Co., Ltd. | 52,892 | $18.1M | 0.54% | +52,892 | New |
| Hennion & Walsh Asset Management, Inc. | 52,730 | $18.0M | 0.61% | −6,091−10.4% | Reduced |
| La Banque Postale Asset Management SA | 52,509 | $17.9M | 0.25% | +27,847+112.9% | Added |
| Cullinan Associates Inc | 51,461 | $17.6M | 1.42% | −7,527−12.8% | Reduced |
| Sequoia Financial Advisors, LLC | 51,107 | $17.5M | 0.10% | +3,995+8.5% | Added |
| Moran Wealth Management, LLC | 50,971 | $17.4M | 0.53% | −12,750−20.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 50,589 | $17.3M | 0.06% | +9,446+23.0% | Added |
| SFMG, LLC | 50,477 | $17.3M | 1.18% | −644−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 49,639 | $17.0M | 0.57% | −175−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 49,068 | $16.8M | 0.25% | +4,184+9.3% | Added |
| Ascent Wealth Partners, LLC | 49,033 | $16.8M | 1.95% | +1,302+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,978 | $16.7M | 0.04% | +48,978 | New |
| TCG Advisory Services, LLC | 48,850 | $16.7M | 0.41% | −937−1.9% | Reduced |
| Longaeva Partners L.P. | 48,642 | $16.6M | 0.80% | +48,642 | New |
| Private Advisor Group, LLC | 48,452 | $16.6M | 0.08% | +8,557+21.4% | Added |
| Bradley Foster & Sargent Inc | 48,421 | $16.5M | 0.26% | −14,813−23.4% | Reduced |
| Oppenheimer Asset Management Inc. | 48,216 | $16.5M | 0.19% | +48,216 | New |
| Pinnacle Financial Partners, Inc. | 48,155 | $16.5M | 0.13% | +1,186+2.5% | Added |
| Mizuho Securities USA LLC | 47,984 | $16.4M | 0.39% | −10,022−17.3% | Reduced |
| Mission Wealth Management, LP | 47,761 | $16.3M | 0.34% | −4,155−8.0% | Reduced |
| Montag A & Associates Inc | 47,672 | $16.3M | 0.76% | +4,821+11.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 47,470 | $16.2M | 0.62% | +390+0.8% | Added |
| Warren Averett Asset Management, LLC | 47,456 | $16.2M | 0.12% | −8,535−15.2% | Reduced |
| Sora Investors LLC | 46,429 | $15.9M | 1.46% | −158,143−77.3% | Reduced |
| Boston Common Asset Management, LLC | 46,362 | $15.8M | 1.02% | +26,945+138.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 46,343 | $15.8M | 1.20% | +2,545+5.8% | Added |
| Taylor Hoffman Capital Management LLC | 46,315 | $15.8M | 4.88% | −2,049−4.2% | Reduced |
| Isthmus Partners, LLC | 45,575 | $15.6M | 1.63% | −26,379−36.7% | Reduced |
| Glenview Trust Co | 45,531 | $15.6M | 0.24% | +12,596+38.2% | Added |
| Banque Cantonale Vaudoise | 45,348 | $15.5M | 0.58% | −787−1.7% | Reduced |
| Hartford Investment Management Co | 45,227 | $15.5M | 0.49% | −778−1.7% | Reduced |
| Night Squared LP | 45,100 | $15.4M | 2.26% | +13,550+42.9% | Added |
| William Allan, LLC | 44,743 | $15.3M | 9.05% | −2,894−6.1% | Reduced |
| Flputnam Investment Management Co | 44,674 | $15.3M | 0.23% | −16,286−26.7% | Reduced |
| Verdence Capital Advisors LLC | 44,582 | $15.2M | 0.89% | −4,186−8.6% | Reduced |
| Exchange Traded Concepts, LLC | 44,433 | $15.2M | 0.12% | +25,769+138.1% | Added |
| AMJ Financial Wealth Management | 44,267 | $15.1M | 3.58% | +240+0.5% | Added |
| SIH Partners, LLLP | 44,219 | $15.1M | 0.47% | +44,219 | New |
| American National Bank | 43,809 | $15.0M | 1.43% | +48+0.1% | Added |
| Hodges Capital Management Inc. | 43,687 | $14.9M | 1.24% | +42,112+2,673.8% | Added |
| WCG Wealth Advisors LLC | 43,669 | $14.9M | 0.42% | +977+2.3% | Added |
| KCM Investment Advisors LLC | 43,545 | $14.9M | 0.49% | −1,005−2.3% | Reduced |
| Bleakley Financial Group, LLC | 43,108 | $14.7M | 0.23% | −1,872−4.2% | Reduced |
| Occudo Quantitative Strategies LP | 37,289 | $14.7M | 0.80% | −18,231−32.8% | Reduced |
| Capital International Inc | 42,887 | $14.7M | 0.11% | +4,104+10.6% | Added |
| General American Investors Co Inc | 41,652 | $14.2M | 0.94% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 40,985 | $14.0M | 1.21% | −1,138−2.7% | Reduced |
| Univest Financial Corp | 40,954 | $14.0M | 0.79% | −14,231−25.8% | Reduced |
| Principal Securities, Inc. | 40,925 | $14.0M | 0.21% | +179+0.4% | Added |
| Benjamin Edwards Inc | 40,543 | $13.9M | 0.14% | −3,325−7.6% | Reduced |
| Atria Investments LLC | 40,483 | $13.8M | 0.15% | −8,186−16.8% | Reduced |
| Meeder Asset Management Inc | 40,435 | $13.8M | 0.79% | +4,167+11.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 40,249 | $13.8M | 0.66% | +170.0% | Added |
| Blue Sparrow, LLC | 40,192 | $13.7M | 0.23% | −79,310−66.4% | Reduced |
| Telemark Asset Management, LLC | 40,000 | $13.7M | 1.26% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 39,990 | $13.7M | 0.28% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 39,984 | $13.7M | 0.36% | −19,578−32.9% | Reduced |
| Cooper Creek Partners Management LLC | 39,691 | $13.6M | 0.65% | +39,691 | New |
| Cinctive Capital Management LP | 39,469 | $13.5M | 0.89% | +30,317+331.3% | Added |
| Sava Infond d.o.o. | 39,465 | $13.5M | 1.91% | −16,070−28.9% | Reduced |
| Ironvine Capital Partners, LLC | 39,430 | $13.5M | 1.48% | −6,989−15.1% | Reduced |
| Modera Wealth Management, LLC | 39,328 | $13.4M | 0.16% | −2,244−5.4% | Reduced |
| First American Bank | 39,283 | $13.4M | 0.84% | +1,836+4.9% | Added |
| Clearstead Advisors, LLC | 39,274 | $13.4M | 0.12% | −5,323−11.9% | Reduced |
| Merit Financial Group, LLC | 39,256 | $13.4M | 0.10% | +3,516+9.8% | Added |
| GAM Holding AG | 39,224 | $13.4M | 1.18% | −2,952−7.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 39,134 | $13.4M | 0.31% | −28,192−41.9% | Reduced |
| Burney Co | 39,024 | $13.3M | 0.42% | −8,635−18.1% | Reduced |
| Beacon Investment Advisors LLC | 38,981 | $13.3M | 5.03% | −272−0.7% | Reduced |
| Blume Capital Management, Inc. | 38,862 | $13.3M | 2.26% | −4,372−10.1% | Reduced |
| Spire Wealth Management | 38,479 | $13.2M | 0.45% | +25,674+200.5% | Added |
| Glassy Mountain Advisors, Inc. | 38,393 | $13.1M | 4.08% | −222−0.6% | Reduced |
| Evergreen Private Wealth LLC | 38,407 | $13.1M | 5.30% | −3,204−7.7% | Reduced |