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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 27,329 | $9.34M | 0.33% | −1,213−4.2% | Reduced |
| Spartan Wealth Advisory Services LLC | 27,236 | $9.31M | 0.81% | +27,236 | New |
| Advisors Asset Management, Inc. | 27,197 | $9.30M | 0.15% | −1,122−4.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 27,102 | $9.26M | 1.33% | −1,090−3.9% | Reduced |
| Colonial Trust Co | 27,061 | $9.25M | 1.26% | −692−2.5% | Reduced |
| Quadrant Capital Group LLC | 27,015 | $9.23M | 0.28% | +653+2.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 26,981 | $9.22M | 0.51% | −20,034−42.6% | Reduced |
| Parallel Advisors, LLC | 26,970 | $9.22M | 0.17% | +4,234+18.6% | Added |
| RBA Wealth Management, LLC | 26,946 | $9.21M | 3.32% | −1,767−6.2% | Reduced |
| Greenleaf Trust | 26,918 | $9.20M | 0.09% | +110+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 26,904 | $9.20M | 0.37% | −1,175−4.2% | Reduced |
| RSM US Wealth Management LLC | 26,890 | $9.19M | 0.11% | +1,775+7.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,788 | $9.16M | 0.16% | +2,777+11.6% | Added |
| Willis Investment Counsel | 26,449 | $9.04M | 0.49% | −35,485−57.3% | Reduced |
| Skopos Labs, Inc. | 26,247 | $8.97M | 0.28% | +9,301+54.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,169 | $8.94M | 0.17% | +26,169 | New |
| Fideuram Asset Management (Ireland) dac | 26,936 | $8.94M | 1.14% | −44,577−62.3% | Reduced |
| Kestra Private Wealth Services, LLC | 26,152 | $8.94M | 0.11% | +120+0.5% | Added |
| Commerzbank Aktiengesellschaft | 26,020 | $8.89M | 0.19% | −1,428−5.2% | Reduced |
| CAPROCK Group, Inc. | 25,967 | $8.88M | 0.22% | −78−0.3% | Reduced |
| Puzo Michael J | 25,577 | $8.74M | 2.55% | −146−0.6% | Reduced |
| Choate Investment Advisors | 25,477 | $8.71M | 0.17% | +398+1.6% | Added |
| Peak Planning Group, LLC | 25,368 | $8.69M | 2.41% | +105+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,398 | $8.68M | 0.13% | −56−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 25,357 | $8.67M | 0.11% | −240−0.9% | Reduced |
| Independent Advisor Alliance | 25,281 | $8.64M | 0.09% | −681−2.6% | Reduced |
| Trustco Bank Corp N Y | 25,213 | $8.62M | 7.65% | −442−1.7% | Reduced |
| Savant Capital, LLC | 25,125 | $8.59M | 0.04% | +5,462+27.8% | Added |
| Northwest Bancshares, Inc. | 25,005 | $8.55M | 1.70% | −2,742−9.9% | Reduced |
| Alight Capital Management LP | 25,000 | $8.54M | 2.49% | −5,000−16.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 25,000 | $8.54M | 0.72% | +1,000+4.2% | Added |
| Ardsley Advisory Partners LP | 25,000 | $8.54M | 1.30% | +25,000 | New |
| Bonness Enterprises Inc | 24,776 | $8.47M | 3.10% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 24,751 | $8.46M | 1.23% | −1,100−4.3% | Reduced |
| Intact Investment Management Inc. | 24,600 | $8.41M | 0.24% | +4,200+20.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 24,570 | $8.40M | 1.66% | −400−1.6% | Reduced |
| Summit Trail Advisors, LLC | 24,510 | $8.38M | 0.12% | +6,259+34.3% | Added |
| Polar Asset Management Partners Inc. | 24,254 | $8.29M | 0.20% | −9,766−28.7% | Reduced |
| Midwest Professional Planners, LTD. | 24,230 | $8.28M | 1.95% | −1,237−4.9% | Reduced |
| Arkadios Wealth Advisors | 24,146 | $8.25M | 0.14% | −1,602−6.2% | Reduced |
| Virginia Retirement Systems Et Al | 24,114 | $8.24M | 0.06% | −60,616−71.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,944 | $8.18M | 0.48% | +23,944 | New |
| Boston Private Wealth LLC | 23,873 | $8.16M | 0.54% | +1,451+6.5% | Added |
| Fulton Bank, N.A. | 23,768 | $8.12M | 0.29% | −1,640−6.5% | Reduced |
| Capital Wealth Planning, LLC | 23,753 | $8.12M | 0.04% | +13,348+128.3% | Added |
| LOM Asset Management Ltd | 23,711 | $8.10M | 2.33% | −778−3.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 23,564 | $8.05M | 1.74% | −6,666−22.1% | Reduced |
| Laurion Capital Management LP | 23,522 | $8.04M | 0.75% | +21,222+922.7% | Added |
| Perigon Wealth Management, LLC | 23,467 | $8.02M | 0.15% | +72+0.3% | Added |
| Evercore Wealth Management, LLC | 23,441 | $8.01M | 0.13% | −520−2.2% | Reduced |
| North Dakota State Investment Board | 23,241 | $7.94M | 0.34% | −4,266−15.5% | Reduced |
| Cypress Asset Management Inc | 23,114 | $7.90M | 1.83% | −429−1.8% | Reduced |
| Gunderson Capital Management Inc. | 23,098 | $7.89M | 3.30% | +23,098 | New |
| Philadelphia Trust Co | 23,000 | $7.86M | 0.55% | −500−2.1% | Reduced |
| Jacobi Capital Management LLC | 22,983 | $7.86M | 0.44% | −1,673−6.8% | Reduced |
| Arvest Bank Trust Division | 22,931 | $7.84M | 0.43% | −14,870−39.3% | Reduced |
| Frank, Rimerman Advisors LLC | 22,749 | $7.78M | 0.51% | +27+0.1% | Added |
| Family Legacy, Inc. | 22,625 | $7.73M | 2.32% | −3,794−14.4% | Reduced |
| GAMMA Investing LLC | 22,566 | $7.71M | 0.36% | +3,036+15.5% | Added |
| Smithfield Trust Co | 22,419 | $7.66M | 0.33% | 00.0% | Unchanged |
| PEAK6 LLC | 22,401 | $7.66M | 0.22% | +22,399+1,119,950.0% | Added |
| Regions Financial Corp | 22,392 | $7.65M | 0.05% | −2,742−10.9% | Reduced |
| BKD Wealth Advisors, LLC | 22,310 | $7.63M | 0.14% | −158−0.7% | Reduced |
| Kidder Stephen W | 22,265 | $7.61M | 2.24% | +2,190+10.9% | Added |
| Somerville Kurt F | 22,247 | $7.60M | 2.01% | −6,811−23.4% | Reduced |
| Concurrent Investment Advisors, LLC | 22,247 | $7.60M | 0.08% | −1,053−4.5% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 22,107 | $7.56M | 4.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 22,046 | $7.54M | 0.08% | −40,052−64.5% | Reduced |
| MUFG Securities Americas Inc. | 21,958 | $7.51M | 0.48% | +496+2.3% | Added |
| Welch Group, LLC | 21,881 | $7.48M | 0.28% | +19,963+1,040.8% | Added |
| Evergreen Capital Management LLC | 21,876 | $7.48M | 0.16% | +819+3.9% | Added |
| Capital International Sarl | 21,869 | $7.47M | 0.12% | −7,291−25.0% | Reduced |
| Soltis Investment Advisors LLC | 21,835 | $7.46M | 0.49% | −4,209−16.2% | Reduced |
| KR Capital LP | 21,757 | $7.44M | 1.49% | +21,757 | New |
| Daymark Wealth Partners, LLC | 21,715 | $7.42M | 0.23% | +136+0.6% | Added |
| Scott & Selber, Inc. | 21,697 | $7.42M | 1.91% | −90.0% | Reduced |
| Stelac Advisory Services LLC | 22,179 | $7.41M | 1.50% | +21,734+4,884.0% | Added |
| Dakota Wealth Management | 21,662 | $7.40M | 0.16% | +1,589+7.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $7.38M | 0.22% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 21,550 | $7.37M | 1.93% | +21,550 | New |
| Securian Asset Management, Inc | 21,533 | $7.36M | 0.29% | −129−0.6% | Reduced |
| Phraction Management LLC | 21,494 | $7.35M | 1.91% | −5,860−21.4% | Reduced |
| Johnson Investment Counsel Inc | 21,484 | $7.34M | 0.06% | −956−4.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,315 | $7.29M | 0.02% | −17,878−45.6% | Reduced |
| Asset One Wealth Management LLC | 18,462 | $7.28M | 0.81% | +1,733+10.4% | Added |
| Ssa Swiss Advisors AG | 21,734 | $7.28M | 3.38% | −3,168−12.7% | Reduced |
| BDF-Gestion | 21,247 | $7.26M | 0.98% | −5,940−21.8% | Reduced |
| Broderick Brian C | 21,247 | $7.26M | 1.34% | +5,166+32.1% | Added |
| Gamco Investors, Inc. Et Al | 21,227 | $7.26M | 0.07% | +746+3.6% | Added |
| Thompson Siegel & Walmsley LLC | 21,114 | $7.22M | 0.13% | −1,000−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,108 | $7.21M | 0.49% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 21,090 | $7.21M | 0.07% | +7,705+57.6% | Added |
| ARS Investment Partners, LLC | 21,046 | $7.19M | 0.37% | +2,027+10.7% | Added |
| New Age Alpha Advisors, LLC | 20,817 | $7.12M | 0.33% | +17,671+561.7% | Added |
| Eagle Capital Management, LLC | 20,561 | $7.03M | 2.77% | −118−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 20,539 | $7.02M | 0.45% | +2,034+11.0% | Added |
| Shayne & Co., LLC | 20,424 | $6.98M | 2.16% | −2,071−9.2% | Reduced |
| English Capital Management LLC | 20,420 | $6.98M | 4.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 17,787 | $6.97M | 0.27% | −5,985−25.2% | Reduced |
| Glass Wealth Management Co LLC | 20,258 | $6.92M | 2.68% | +506+2.6% | Added |