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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 38,200 | $13.1M | 0.13% | +21,846+133.6% | Added |
| Compass Wealth Management LLC | 38,152 | $13.0M | 3.22% | −3,019−7.3% | Reduced |
| Vestcor Inc | 38,072 | $13.0M | 0.36% | +6,480+20.5% | Added |
| FORA Capital, LLC | 38,105 | $13.0M | 0.95% | +25,136+193.8% | Added |
| Patton Albertson Miller Group, LLC | 38,052 | $13.0M | 1.54% | −112−0.3% | Reduced |
| Great Lakes Advisors, LLC | 37,959 | $13.0M | 0.11% | −6,346−14.3% | Reduced |
| Steadfast Capital Management LP | 37,900 | $13.0M | 0.49% | +37,900 | New |
| GHP Investment Advisors, Inc. | 37,772 | $12.9M | 0.53% | +2,017+5.6% | Added |
| Integrated Wealth Concepts LLC | 37,472 | $12.8M | 0.10% | +25,581+215.1% | Added |
| Insight Holdings Group, LLC | 37,355 | $12.8M | 0.90% | +37,355 | New |
| China Universal Asset Management Co., Ltd. | 37,283 | $12.7M | 0.96% | +14,739+65.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 37,000 | $12.6M | 7.17% | −1,210−3.2% | Reduced |
| Scotia Capital Inc. | 36,930 | $12.6M | 0.05% | +20,743+128.1% | Added |
| Argent Trust Co | 36,917 | $12.6M | 0.43% | −1,746−4.5% | Reduced |
| Generate Investment Management Ltd | 36,882 | $12.6M | 0.62% | +36,882 | New |
| HB Wealth Management, LLC | 36,844 | $12.6M | 0.08% | +2,821+8.3% | Added |
| AIA Group Ltd | 36,720 | $12.6M | 0.18% | +36,720 | New |
| Diversified Trust Co | 36,592 | $12.5M | 0.23% | +6,174+20.3% | Added |
| Polar Capital Holdings Plc | 36,568 | $12.5M | 0.05% | −15,432−29.7% | Reduced |
| United Capital Financial Advisers, LLC | 36,371 | $12.4M | 0.08% | +339+0.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 36,350 | $12.4M | 0.10% | +2,250+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 36,221 | $12.4M | 0.35% | −711−1.9% | Reduced |
| Davenport & Co LLC | 36,196 | $12.4M | 0.07% | −2,444−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 36,038 | $12.3M | 0.38% | −23−0.1% | Reduced |
| New Mexico Educational Retirement Board | 35,886 | $12.3M | 0.38% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 35,451 | $12.1M | 0.32% | −1,250−3.4% | Reduced |
| Naples Global Advisors, LLC | 35,323 | $12.1M | 0.88% | −144−0.4% | Reduced |
| Petredis Investment Advisors LLC | 35,013 | $12.0M | 0.98% | +454+1.3% | Added |
| 3G Capital Partners LP | 35,000 | $12.0M | 4.25% | +35,000 | New |
| William Blair Investment Management, LLC | 34,940 | $11.9M | 0.04% | −224−0.6% | Reduced |
| Stephens Inc | 34,506 | $11.9M | 0.15% | +1,550+4.7% | Added |
| First Foundation Advisors | 34,668 | $11.8M | 0.48% | +150.0% | Added |
| King Luther Capital Management Corp | 34,569 | $11.8M | 0.05% | +32,742+1,792.1% | Added |
| Bogart Wealth, LLC | 34,376 | $11.7M | 0.45% | −19,694−36.4% | Reduced |
| Westerkirk Capital Inc. | 34,206 | $11.7M | 1.26% | −2,194−6.0% | Reduced |
| Cornerstone Wealth Group, LLC | 29,610 | $11.7M | 0.75% | −10,441−26.1% | Reduced |
| Burr Financial Services, LLC | 33,817 | $11.6M | 9.18% | +5,078+17.7% | Added |
| GDS Wealth Management | 33,764 | $11.5M | 0.69% | +33,764 | New |
| Signet Financial Management, LLC | 33,612 | $11.5M | 1.29% | −6,870−17.0% | Reduced |
| Ancora Advisors, LLC | 33,602 | $11.5M | 0.24% | −3,709−9.9% | Reduced |
| LGT Fund Management Co Ltd. | 33,482 | $11.4M | 0.50% | +7,110+27.0% | Added |
| Citizens National Bank Trust Department | 33,452 | $11.4M | 1.90% | −1,542−4.4% | Reduced |
| KMG Fiduciary Partners, LLC | 33,422 | $11.4M | 0.84% | −1,030−3.0% | Reduced |
| Carret Asset Management, LLC | 33,293 | $11.4M | 1.11% | −1,065−3.1% | Reduced |
| Hall Laurie J Trustee | 33,133 | $11.3M | 4.00% | −1,390−4.0% | Reduced |
| Sawgrass Asset Management LLC | 32,883 | $11.2M | 1.69% | −904−2.7% | Reduced |
| Brevan Howard Capital Management LP | 32,721 | $11.2M | 0.11% | +16,279+99.0% | Added |
| Berkshire Capital Holdings Inc | 32,470 | $11.1M | 4.00% | +32,460+324,600.0% | Added |
| Ontario Teachers Pension Plan Board | 32,414 | $11.1M | 0.32% | +32,414 | New |
| Advanced Asset Management Advisors Inc | 32,300 | $11.0M | 3.05% | 00.0% | Unchanged |
| Woodstock Corp | 32,204 | $11.0M | 0.98% | −330−1.0% | Reduced |
| Freestone Grove Partners LP | 32,100 | $11.0M | 0.08% | −22,356−41.1% | Reduced |
| Park Avenue Securities LLC | 32,083 | $11.0M | 0.09% | +6,155+23.7% | Added |
| Hartford Financial Management Inc. | 32,082 | $11.0M | 2.79% | −3,101−8.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 31,926 | $10.9M | 0.50% | +229+0.7% | Added |
| Everence Capital Management Inc | 31,873 | $10.9M | 0.66% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 31,749 | $10.9M | 3.26% | −963−2.9% | Reduced |
| Hosking Partners LLP | 31,402 | $10.7M | 0.38% | −19,955−38.9% | Reduced |
| Delta Financial Advisors LLC | 31,220 | $10.7M | 2.78% | −1,506−4.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 31,211 | $10.7M | 0.15% | −633−2.0% | Reduced |
| Citizens Financial Group Inc | 31,132 | $10.6M | 0.15% | −148−0.5% | Reduced |
| Gold Investment Management Ltd. | 31,043 | $10.6M | 3.29% | +105+0.3% | Added |
| Beacon Pointe Advisors, LLC | 30,882 | $10.6M | 0.06% | +7,624+32.8% | Added |
| Pacifica Partners Inc. | 30,830 | $10.5M | 3.50% | +30,830 | New |
| Red Spruce Capital, LLC | 30,678 | $10.5M | 4.31% | +168+0.6% | Added |
| Farther Finance Advisors, LLC | 29,634 | $10.5M | 0.10% | +3,422+13.1% | Added |
| Waratah Capital Advisors Ltd. | 30,664 | $10.5M | 0.94% | +30,664 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 30,502 | $10.4M | 0.04% | +30,502 | New |
| Siemens Fonds Invest GmbH | 30,208 | $10.3M | 0.59% | −2,280−7.0% | Reduced |
| Robinhood Asset Management, LLC | 30,163 | $10.3M | 0.75% | −20,860−40.9% | Reduced |
| Trivest Advisors Ltd | 29,974 | $10.2M | 0.74% | −18,026−37.6% | Reduced |
| Palmer Knight Co | 29,621 | $10.1M | 4.94% | +214+0.7% | Added |
| Metis Global Partners, LLC | 29,507 | $10.1M | 0.25% | −4,038−12.0% | Reduced |
| Kinneret Advisory, LLC | 29,355 | $10.0M | 0.95% | −1,301−4.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 29,297 | $10.0M | 0.49% | +2,890+10.9% | Added |
| Saudi Central Bank | 29,268 | $10.0M | 0.21% | +29,268 | New |
| SevenBridge Financial Group, LLC | 24,720 | $9.97M | 1.56% | −977−3.8% | Reduced |
| Leelyn Smith, LLC | 29,163 | $9.97M | 1.40% | −966−3.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 29,049 | $9.93M | 0.34% | −2,328−7.4% | Reduced |
| Midway Capital Research & Management | 29,045 | $9.93M | 9.36% | −732−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,873 | $9.87M | 0.35% | +669+2.4% | Added |
| Miracle Mile Advisors, LLC | 28,841 | $9.86M | 0.14% | +3,198+12.5% | Added |
| First Community Trust NA | 28,841 | $9.86M | 7.27% | −110.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 28,552 | $9.76M | 1.17% | −14,833−34.2% | Reduced |
| Churchill Financial Advisors, LLC | 28,542 | $9.76M | 2.05% | +4,732+19.9% | Added |
| Night Owl Capital Management, LLC | 28,525 | $9.75M | 1.14% | +28,525 | New |
| Coldstream Capital Management Inc | 28,520 | $9.75M | 0.12% | +1,687+6.3% | Added |
| Mizuho Markets Cayman LP | 28,465 | $9.73M | 0.52% | +14,199+99.5% | Added |
| Fort Sheridan Advisors LLC | 28,454 | $9.73M | 1.18% | −49−0.2% | Reduced |
| Empirical Finance, LLC | 28,415 | $9.71M | 0.46% | −64−0.2% | Reduced |
| Callan Family Office, LLC | 28,393 | $9.70M | 0.22% | −2,007−6.6% | Reduced |
| Vise Technologies, Inc. | 37,534 | $9.65M | 0.19% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 28,212 | $9.64M | 1.10% | −8,798−23.8% | Reduced |
| Oak Thistle LLC | 28,107 | $9.61M | 0.93% | +12,430+79.3% | Added |
| KKM Financial LLC | 37,276 | $9.58M | 1.70% | 00.0% | Unchanged |
| Bailard, Inc. | 27,896 | $9.53M | 0.22% | −2,246−7.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 27,882 | $9.53M | 2.88% | −391−1.4% | Reduced |
| Plimoth Trust Co LLC | 27,537 | $9.41M | 2.10% | −2,039−6.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 27,480 | $9.39M | 2.61% | −1,683−5.8% | Reduced |
| Apollon Wealth Management, LLC | 27,445 | $9.38M | 0.15% | +221+0.8% | Added |