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; 3,519 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, Q2 2026
Institutional positions in Applied Materials Inc as of Jun 30, 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
- 3,519
- +598 vs. Q1 2026
- Shares held
- 664.2M
- +22.6M (+3.5%) vs. Q1 2026
- Total value
- $476.5B
- +$258.0B (+118.1%) vs. Q1 2026
- New holders
- 716
- 1,081 more added
- Sold out
- 118
- 1,359 more reduced
34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 3,519 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 80,212,518 | $58.0B | 0.86% | +1,237,685+1.6% | Added |
| Vanguard Capital Management LLC | 51,848,358 | $37.5B | 0.80% | +270,559+0.5% | Added |
| State Street Corp | 38,240,019 | $27.6B | 0.82% | +733,069+2.0% | Added |
| Invesco Ltd. | 28,265,844 | $20.4B | 1.62% | +1,900,254+7.2% | Added |
| Capital Research Global Investors | 22,159,097 | $16.0B | 2.23% | −7,296,327−24.8% | Reduced |
| Geode Capital Management, LLC | 22,007,983 | $15.9B | 0.85% | +86,185+0.4% | Added |
| Vanguard Portfolio Management LLC | 18,553,307 | $13.4B | 0.60% | +1,291,611+7.5% | Added |
| Morgan Stanley | 13,523,832 | $9.78B | 0.52% | +1,679,951+14.2% | Added |
| JPMorgan Chase & Co | 13,886,053 | $9.65B | 0.56% | +8,961,198+182.0% | Added |
| Price T Rowe Associates Inc | 12,627,555 | $9.13B | 0.91% | +6,564,630+108.3% | Added |
| Norges Bank | 11,305,788 | $8.17B | 0.81% | +11,305,788 | New |
| UBS Asset Management Americas Inc | 9,412,435 | $6.81B | 1.24% | −584,773−5.8% | Reduced |
| FMR LLC | 9,274,335 | $6.71B | 0.29% | +2,876,511+45.0% | Added |
| Goldman Sachs Group Inc | 8,904,389 | $6.44B | 0.68% | +1,042,661+13.3% | Added |
| Northern Trust Corp | 8,867,150 | $6.41B | 0.75% | +78,798+0.9% | Added |
| Amundi | 7,808,207 | $5.65B | 1.36% | +1,246,876+19.0% | Added |
| Van Eck Associates Corp | 7,713,599 | $5.58B | 3.40% | +1,073,879+16.2% | Added |
| Bank of America Corp | 7,265,371 | $5.25B | 0.34% | +1,879,768+34.9% | Added |
| Bank of New York Mellon Corp | 7,021,201 | $5.08B | 0.83% | −1,578,438−18.4% | Reduced |
| Ameriprise Financial Inc | 6,397,369 | $4.62B | 0.94% | −2,544,655−28.5% | Reduced |
| Nuveen, LLC | 6,112,926 | $4.42B | 1.05% | +111,995+1.9% | Added |
| Sanders Capital, LLC | 6,094,372 | $4.41B | 4.41% | −80,800−1.3% | Reduced |
| Legal & General Group Plc | 6,091,952 | $4.40B | 0.92% | −319,840−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 4,969,702 | $3.59B | 0.48% | +32,141+0.7% | Added |
| Vanguard Fiduciary Trust Co | 4,560,642 | $3.30B | 0.73% | +61,332+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,269,862 | $3.09B | 2.43% | −278,113−6.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 4,213,483 | $3.05B | 6.26% | −1,034,719−19.7% | Reduced |
| Deutsche Bank AG | 3,997,687 | $2.89B | 0.84% | −2,497,034−38.4% | Reduced |
| UBS Group AG | 3,718,754 | $2.69B | 0.43% | +502,899+15.6% | Added |
| Barclays PLC | 3,443,414 | $2.49B | 0.79% | −896,321−20.7% | Reduced |
| Franklin Resources Inc | 3,368,605 | $2.44B | 0.53% | +364,413+12.1% | Added |
| American Century Companies Inc | 3,004,203 | $2.17B | 0.96% | −539,641−15.2% | Reduced |
| Citigroup Inc | 2,896,473 | $2.09B | 0.97% | +413,177+16.6% | Added |
| Swedbank AB | 2,893,202 | $2.09B | 1.80% | +56,078+2.0% | Added |
| SG Americas Securities, LLC | 2,767,054 | $2.00B | 1.15% | +2,233,771+418.9% | Added |
| Dimensional Fund Advisors LP | 2,691,332 | $1.95B | 0.35% | −161,315−5.7% | Reduced |
| Capital World Investors | 2,683,846 | $1.94B | 0.23% | +973,217+56.9% | Added |
| Boston Partners | 2,636,446 | $1.89B | 1.68% | −91,972−3.4% | Reduced |
| Alliancebernstein L.P. | 5,426,770 | $1.85B | 0.66% | −39,506−0.7% | Reduced |
| Parnassus Investments | 2,531,747 | $1.83B | 4.89% | −450,483−15.1% | Reduced |
| First Trust Advisors LP | 2,462,125 | $1.78B | 1.05% | −127,132−4.9% | Reduced |
| Swiss National Bank | 2,238,380 | $1.62B | 0.85% | −88,720−3.8% | Reduced |
| Canada Pension Plan Investment Board | 2,234,458 | $1.62B | 0.89% | +129,337+6.1% | Added |
| HSBC Holdings PLC | 2,151,066 | $1.56B | 0.75% | −87,952−3.9% | Reduced |
| California Public Employees Retirement System | 2,139,430 | $1.55B | 0.87% | +286,612+15.5% | Added |
| Royal Bank of Canada | 2,121,717 | $1.53B | 0.26% | −154,850−6.8% | Reduced |
| Jupiter Topco LLC | 2,091,340 | $1.51B | 0.62% | +2,091,340 | New |
| Pictet Asset Management Holding SA | 2,084,024 | $1.51B | 1.44% | −718,819−25.6% | Reduced |
| Wells Fargo & Company | 2,080,426 | $1.50B | 0.26% | +264,307+14.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,034,179 | $1.47B | 0.81% | +145,129+7.7% | Added |
| Nordea Investment Management AB | 1,999,444 | $1.46B | 1.19% | −43,845−2.1% | Reduced |
| Acadian Asset Management LLC | 1,972,046 | $1.43B | 1.69% | −165,474−7.7% | Reduced |
| Allianz Asset Management GmbH | 1,971,329 | $1.43B | 1.32% | +135,018+7.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,963,208 | $1.42B | 1.74% | +205,830+11.7% | Added |
| National Pension Service | 1,962,051 | $1.42B | 0.91% | +9,763+0.5% | Added |
| Rafferty Asset Management, LLC | 1,931,172 | $1.40B | 3.18% | +362,611+23.1% | Added |
| Capital International Investors | 1,898,077 | $1.37B | 0.28% | −361,114−16.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,884,226 | $1.36B | 0.78% | +17,713+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,807,675 | $1.31B | 1.31% | +204,007+12.7% | Added |
| Vanguard Global Advisers, LLC | 1,715,723 | $1.24B | 0.58% | −24,147−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,682,457 | $1.22B | 0.64% | −392,216−18.9% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,632,210 | $1.18B | 4.92% | −24,690−1.5% | Reduced |
| Voya Investment Management LLC | 1,630,815 | $1.18B | 1.02% | −238,996−12.8% | Reduced |
| Victory Capital Management Inc | 1,569,763 | $1.13B | 0.64% | −16,352−1.0% | Reduced |
| Vanguard Asset Management, Ltd | 1,547,641 | $1.12B | 0.76% | +169,673+12.3% | Added |
| Massachusetts Financial Services Co | 1,522,200 | $1.11B | 0.35% | +340,362+28.8% | Added |
| Alkeon Capital Management LLC | 1,504,800 | $1.09B | 4.20% | +1,504,800 | New |
| Bessemer Group Inc | 1,495,970 | $1.08B | 1.49% | +279,597+23.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,495,836 | $1.07B | 2.78% | +320,132+27.2% | Added |
| Rhumbline Advisers | 1,419,788 | $1.03B | 0.77% | +29,803+2.1% | Added |
| Raymond James Financial Inc | 1,343,194 | $971.1M | 0.26% | −52,995−3.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,269,847 | $918.1M | 1.96% | +72,669+6.1% | Added |
| Russell Investments Group, Ltd. | 1,274,698 | $915.3M | 0.80% | +23,366+1.9% | Added |
| Great West Life Assurance Co | 1,265,620 | $913.7M | 1.46% | −54,980−4.2% | Reduced |
| KBC Group NV | 1,249,386 | $903.3M | 1.95% | +889,623+247.3% | Added |
| First Manhattan Co | 1,240,454 | $896.8M | 2.29% | −264,971−17.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,224,807 | $885.5M | 1.26% | −41,516−3.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,207,737 | $873.2M | 5.34% | +1,207,737 | New |
| California State Teachers Retirement System | 1,203,586 | $870.2M | 0.80% | −20,712−1.7% | Reduced |
| Neuberger Berman Group LLC | 1,171,023 | $844.2M | 0.56% | +150,469+14.7% | Added |
| Bank of Nova Scotia | 1,106,526 | $800.0M | 1.21% | +225,916+25.7% | Added |
| Citadel Advisors LLC | 1,080,951 | $781.5M | 0.45% | −209,601−16.2% | Reduced |
| Wellington Management Group LLP | 1,061,899 | $767.8M | 0.13% | +704,629+197.2% | Added |
| Bank of Montreal | 1,059,621 | $766.1M | 0.28% | +138,364+15.0% | Added |
| Primecap Management Co | 1,042,926 | $754.0M | 0.45% | −131,200−11.2% | Reduced |
| Squarepoint Ops LLC | 1,037,833 | $750.4M | 1.46% | +708,927+215.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,030,429 | $745.0M | 1.06% | +573,445+125.5% | Added |
| Principal Financial Group Inc | 1,008,591 | $729.2M | 0.36% | +28,982+3.0% | Added |
| Natixis Advisors, L.P. | 990,105 | $715.8M | 0.80% | +147,357+17.5% | Added |
| Envestnet Asset Management Inc | 987,556 | $714.0M | 0.17% | −10,137−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 975,112 | $705.0M | 1.34% | +189,775+24.2% | Added |
| ProShare Advisors LLC | 970,792 | $701.9M | 1.02% | −275,604−22.1% | Reduced |
| Ensign Peak Advisors, Inc | 930,145 | $672.5M | 1.11% | −190,576−17.0% | Reduced |
| LPL Financial LLC | 916,507 | $662.6M | 0.15% | +52,707+6.1% | Added |
| Prudential Financial Inc | 912,379 | $659.7M | 0.72% | +147,767+19.3% | Added |
| Manufacturers Life Insurance Company, The | 910,031 | $657.9M | 0.51% | −11,933−1.3% | Reduced |
| Employees Provident Fund Board | 878,803 | $635.4M | 3.65% | +21,452+2.5% | Added |
| TD Asset Management Inc | 877,158 | $634.2M | 0.55% | −222,581−20.2% | Reduced |
| Menora Mivtachim Holdings Ltd. | 874,054 | $631.9M | 2.47% | −282,200−24.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 874,439 | $625.9M | 0.96% | −41,102−4.5% | Reduced |