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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 20,236 | $6.92M | 1.18% | −1,632−7.5% | Reduced |
| Stanley-Laman Group, Ltd. | 20,141 | $6.88M | 0.85% | +18,056+866.0% | Added |
| Romano Brothers and Company | 20,047 | $6.85M | 0.78% | −455−2.2% | Reduced |
| S-Bank Fund Management Ltd | 20,000 | $6.84M | 1.02% | −14,000−41.2% | Reduced |
| Capelight Capital Asset Management LP | 20,000 | $6.84M | 5.69% | +10,000+100.0% | Added |
| Professional Advisory Services Inc | 19,891 | $6.80M | 0.94% | −10,809−35.2% | Reduced |
| Meeder Advisory Services, Inc. | 19,884 | $6.80M | 0.28% | +391+2.0% | Added |
| Plato Investment Management Ltd | 19,868 | $6.79M | 0.46% | +5,559+38.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,754 | $6.75M | 0.38% | +10,303+109.0% | Added |
| Wahed Invest LLC | 19,682 | $6.73M | 0.87% | −1,436−6.8% | Reduced |
| Formuepleje A/S | 19,666 | $6.72M | 0.61% | −39,148−66.6% | Reduced |
| Bank Ozk | 19,589 | $6.70M | 2.36% | −1,726−8.1% | Reduced |
| Bill Few Associates, Inc. | 19,528 | $6.67M | 1.60% | +23+0.1% | Added |
| Modern Wealth Management, LLC | 18,703 | $6.62M | 0.11% | +299+1.6% | Added |
| SFE Investment Counsel | 19,257 | $6.58M | 1.05% | −1,336−6.5% | Reduced |
| Atom Investors LP | 19,252 | $6.58M | 0.47% | +12,315+177.5% | Added |
| Institute for Wealth Management, LLC. | 19,014 | $6.50M | 0.70% | −280−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 18,951 | $6.48M | 0.40% | +163+0.9% | Added |
| WealthPlan Investment Management, LLC | 18,927 | $6.47M | 0.36% | +14,715+349.4% | Added |
| Signaturefd, LLC | 18,916 | $6.47M | 0.10% | +1,076+6.0% | Added |
| Cullen Capital Management LLC | 18,868 | $6.45M | 0.07% | −1,242−6.2% | Reduced |
| Baader Bank INC | 18,837 | $6.41M | 0.63% | −8,211−30.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 18,630 | $6.37M | 6.31% | −1,192−6.0% | Reduced |
| Progressive Investment Management Corp | 18,561 | $6.34M | 1.68% | +12+0.1% | Added |
| WSFS Capital Management, LLC | 18,451 | $6.31M | 0.31% | +46+0.2% | Added |
| Fortem Financial Group, LLC | 18,370 | $6.28M | 1.58% | +621+3.5% | Added |
| Silvant Capital Management LLC | 18,339 | $6.27M | 0.22% | +1,750+10.5% | Added |
| Fruth Investment Management | 18,325 | $6.26M | 1.56% | −400−2.1% | Reduced |
| Pflug Koory, LLC | 18,316 | $6.26M | 2.87% | −2,706−12.9% | Reduced |
| Processus Wealth & Capital Management, LLC | 18,271 | $6.24M | 4.24% | +24+0.1% | Added |
| Cambient Family Office, LLC | 18,256 | $6.24M | 0.87% | +754+4.3% | Added |
| Harbour Investments, Inc. | 18,162 | $6.21M | 0.10% | +15,520+587.4% | Added |
| Advisory Resource Group | 18,111 | $6.19M | 1.07% | −9,880−35.3% | Reduced |
| Change Path, LLC | 18,018 | $6.16M | 0.14% | −346−1.9% | Reduced |
| Gibbs Wealth Management | 17,898 | $6.12M | 0.81% | +14,007+360.0% | Added |
| Knollwood Investment Advisory, LLC | 17,890 | $6.11M | 0.62% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 17,856 | $6.10M | 0.46% | +17,856 | New |
| Droms Strauss Advisors Inc | 17,820 | $6.09M | 1.59% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 17,797 | $6.08M | 0.80% | +5,558+45.4% | Added |
| Guinness Atkinson Asset Management Inc | 17,729 | $6.06M | 3.03% | −11,111−38.5% | Reduced |
| SP Asset Management LLC | 17,685 | $6.04M | 0.53% | −1,147−6.1% | Reduced |
| Triglav Skladi, D.O.O. | 17,664 | $6.03M | 0.42% | +6,818+62.9% | Added |
| Penobscot Investment Management Company, Inc. | 17,626 | $6.02M | 0.47% | 00.0% | Unchanged |
| Himension Fund | 17,452 | $5.96M | 0.46% | −8,562−32.9% | Reduced |
| Marathon Wealth Advisors LLC | 17,305 | $5.91M | 2.43% | +56+0.3% | Added |
| Tema ETFs LLC | 17,301 | $5.91M | 0.40% | −1,282−6.9% | Reduced |
| M&G Plc | 17,265 | $5.90M | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 17,265 | $5.90M | 0.31% | +3,677+27.1% | Added |
| Commonwealth Retirement Investments LLC | 17,257 | $5.90M | 1.83% | −93−0.5% | Reduced |
| Mather Group, LLC. | 17,126 | $5.85M | 0.06% | −1,727−9.2% | Reduced |
| Howe & Rusling Inc | 17,101 | $5.85M | 0.38% | −521−3.0% | Reduced |
| HGK Asset Management Inc | 17,044 | $5.83M | 0.85% | −10,834−38.9% | Reduced |
| Smartleaf Asset Management LLC | 18,020 | $5.82M | 0.21% | +1,628+9.9% | Added |
| Foster & Motley Inc | 16,986 | $5.81M | 0.30% | −491−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,945 | $5.79M | 0.06% | +5,573+49.0% | Added |
| Sompo Asset Management Co., Ltd. | 16,916 | $5.78M | 1.06% | −430−2.5% | Reduced |
| St Germain D J Co Inc | 16,881 | $5.77M | 0.23% | 00.0% | Unchanged |
| Curat Global, LLC | 16,856 | $5.76M | 5.68% | +835+5.2% | Added |
| Annex Advisory Services, LLC | 16,821 | $5.75M | 0.11% | −1,147−6.4% | Reduced |
| Founders Capital Management | 16,798 | $5.74M | 2.80% | −146−0.9% | Reduced |
| BBR Partners, LLC | 16,784 | $5.74M | 0.32% | −2,350−12.3% | Reduced |
| Conning Inc. | 16,761 | $5.73M | 0.19% | −4,642−21.7% | Reduced |
| Silver Lake Advisory, LLC | 16,714 | $5.71M | 2.27% | −5,581−25.0% | Reduced |
| Kingsview Wealth Management, LLC | 16,699 | $5.71M | 0.08% | −112−0.7% | Reduced |
| Baker Chad R | 16,530 | $5.65M | 1.07% | 00.0% | Unchanged |
| Armistice Capital, LLC | 16,503 | $5.64M | 0.19% | +16,503 | New |
| VestGen Advisors, LLC | 13,031 | $5.62M | 0.16% | +1,743+15.4% | Added |
| Talon Private Wealth, LLC | 16,417 | $5.61M | 0.75% | +16,417 | New |
| Tenere Capital LLC | 16,417 | $5.61M | 4.11% | +1,939+13.4% | Added |
| Palisade Capital Management LLC | 16,353 | $5.59M | 0.19% | +348+2.2% | Added |
| Level Four Advisory Services, LLC | 16,340 | $5.59M | 0.18% | −20,448−55.6% | Reduced |
| Ballentine Partners, LLC | 16,335 | $5.58M | 0.08% | −462−2.8% | Reduced |
| Tandem Capital Management Corp | 16,282 | $5.57M | 2.79% | −959−5.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 16,190 | $5.53M | 0.80% | +4,782+41.9% | Added |
| Winton Group Ltd | 16,051 | $5.49M | 0.19% | −20,308−55.9% | Reduced |
| Conscious Wealth Investments, LLC | 13,912 | $5.49M | 3.06% | −2,544−15.5% | Reduced |
| Northwest & Ethical Investments L.P. | 16,020 | $5.48M | 0.13% | −105,795−86.8% | Reduced |
| Sciencast Management LP | 15,925 | $5.44M | 0.69% | −6,881−30.2% | Reduced |
| Intrust Bank NA | 15,913 | $5.44M | 0.44% | +1,328+9.1% | Added |
| Liberty Wealth Management LLC | 15,869 | $5.42M | 0.68% | −3,081−16.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,848 | $5.42M | 0.07% | −1,083−6.4% | Reduced |
| Anchor Investment Management, LLC | 15,771 | $5.39M | 0.45% | +142+0.9% | Added |
| Symmetry Investments LP | 15,738 | $5.38M | 1.31% | +4,693+42.5% | Added |
| Boothbay Fund Management, LLC | 15,687 | $5.36M | 0.13% | −32,296−67.3% | Reduced |
| Wright Investors Service Inc | 15,671 | $5.36M | 1.69% | −1,505−8.8% | Reduced |
| Drucker Wealth 3.0, LLC | 15,607 | $5.33M | 0.93% | +141+0.9% | Added |
| Brighton Jones LLC | 15,550 | $5.31M | 0.12% | +15,550 | New |
| Prime Capital Investment Advisors, LLC | 15,535 | $5.31M | 0.06% | −1,853−10.7% | Reduced |
| Saranac Partners Ltd | 15,605 | $5.27M | 2.28% | −8,882−36.3% | Reduced |
| Aaron Wealth Advisors | 15,370 | $5.25M | 0.30% | −192−1.2% | Reduced |
| Cardiff Park Advisors, LLC | 15,305 | $5.23M | 0.42% | 00.0% | Unchanged |
| NVWM, LLC | 15,301 | $5.23M | 1.16% | −1,522−9.0% | Reduced |
| Wedmont Private Capital | 13,406 | $5.17M | 0.17% | −410−3.0% | Reduced |
| Diversify Wealth Management, LLC | 13,496 | $5.16M | 0.09% | +8,972+198.3% | Added |
| Guardian Partners Inc. | 15,038 | $5.15M | 0.43% | +521+3.6% | Added |
| LaFleur & Godfrey LLC | 15,062 | $5.15M | 0.64% | −1,847−10.9% | Reduced |
| Hillsdale Investment Management Inc. | 15,000 | $5.13M | 0.14% | +11,220+296.8% | Added |
| Morningstar Investment Management LLC | 14,895 | $5.09M | 0.32% | −19,889−57.2% | Reduced |
| Chatham Capital Group, Inc. | 14,780 | $5.05M | 0.73% | +126+0.9% | Added |
| Pinnbrook Capital Management LP | 14,700 | $5.02M | 4.10% | +1,397+10.5% | Added |