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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.

Q2 2026 vs. Q1 2026

How the institutions holding Applied Materials Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AMAT: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,955333,520+598
Shares643.3M1.72M664.2M+22.6M (+3.5%)
Value$219.0B$587.8M$476.5B+$258.0B (+118.1%)

33 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (716)

Institutions that held Applied Materials Inc at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 716 by value.

Institutions new to AMAT in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank11,305,788$8.17B0.81%
Jupiter Topco LLC2,091,340$1.51B0.62%
Alkeon Capital Management LLC1,504,800$1.09B4.20%
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,207,737$873.2M5.34%
Blue Whale Capital LLP599,538$433.5M13.75%
Egerton Capital (UK) LLP521,065$376.7M3.64%
WT Asset Management Ltd371,798$268.8M5.32%
Nykredit A/S279,075$201.8M0.77%
Munro Partners278,565$201.4M4.58%
Altimeter Capital Management, LPSuperinvestorAltimeter Capital261,950$189.4M1.93%
Cartenna Capital, LP190,000$137.4M5.08%
Employees Retirement System of Texas164,101$118.6M0.94%
Trust Co of Vermont119,735$86.6M3.23%
Alyeska Investment Group, L.P.104,742$75.7M0.19%
CloudAlpha Capital Management Limited/Hong Kong92,357$66.8M6.59%
Clear Street Group Inc.91,490$66.4M0.21%
Samlyn Capital, LLC90,762$65.6M1.09%
Compagnie Lombard Odier SCmA78,035$56.4M0.61%
Parallax Volatility Advisers, L.P.76,903$55.6M2.06%
Cantor Fitzgerald, L. P.70,550$51.0M0.98%
E20 Capital Ltd64,978$47.0M3.79%
Trans-Canada Capital Inc.61,338$44.3M2.46%
Virtu Financial LLC58,503$42.3M1.33%
Summit Partners Public Asset Management, LLC55,000$39.8M1.03%
Talos Asset Management LP51,640$37.3M5.48%
Soros Capital Management LLC47,750$34.5M6.17%
Wealth High Governance Asset Management Ltda.43,440$31.4M3.34%
BSN Capital Partners Ltd50,000$29.4M1.33%
Suncoast Equity Management39,743$28.7M3.60%
Mane Global Capital Management LP36,573$26.4M2.19%
IMC-Chicago, LLC31,530$22.8M0.21%
Vega Investment Solutions32,417$22.7M3.22%
Genoa Capital Gestora de Recursos Ltda.30,949$22.4M11.20%
Axxcess Wealth Management, LLC29,325$21.2M0.34%
CTC LLC29,288$21.2M1.24%
Thames Capital Management LLC28,138$20.3M1.67%
Kepler Cheuvreux (Suisse) SA28,062$20.3M1.16%
Two Sigma Securities, LLC28,021$20.3M1.75%
CSM Advisors, LLC26,096$18.9M0.40%
Global Retirement Partners, LLC25,488$18.4M0.28%
Proem Advisors LLC25,000$18.1M3.71%
Empire Life Investments Inc.24,947$18.0M1.01%
Kultura Capital Management LP23,200$16.8M7.70%
Cornerstone Advisors, LLC21,733$15.7M0.52%
Cape Cod Five Cents Savings Bank19,120$13.8M1.12%
BW Gestao de Investimentos Ltda.17,915$13.0M0.31%
Segall Bryant & Hamill, LLC17,016$12.3M0.15%
Twin Peaks Capital Ltd17,000$12.3M8.48%
Dorsey Wright & Associates16,951$12.3M2.08%
Wealth High Governance Capital Ltda16,560$12.0M3.58%
ARP Global Capital Ltd16,517$11.9M5.25%
Geneva Partners, LLC16,410$11.9M3.16%
Maxi Investments CY Ltd15,700$11.4M2.30%
Arete Wealth Advisors, LLC14,831$10.7M0.71%
Ariose Capital Management Ltd14,200$10.3M4.38%
BlueCrest Capital Management Ltd14,000$10.1M0.43%
Genus Capital Management Inc.12,100$8.75M0.86%
Twin Tree Management, LP11,241$8.13M1.27%
Sphera Funds Management Ltd.11,040$7.98M1.14%
CV Advisors LLC11,026$7.97M1.51%
Capstone Triton Financial Group, LLC10,632$7.69M4.43%
Hel Ved Capital Management Ltd10,400$7.52M1.06%
Arini Captial Management Ltd10,000$7.23M0.74%
Fedenia Advisers LLC9,365$6.77M1.61%
Sound Capital Solutions LLC8,600$6.22M1.45%
Q Fund Management (Hong Kong) Ltd8,400$6.07M5.54%
Catalyst Funds Management Pty Ltd8,320$6.02M0.34%
TKG Advisors, LLC8,198$5.93M2.06%
Persistent Asset Partners Ltd7,780$5.62M1.78%
First National Bank of Omaha7,688$5.56M0.16%
Hennessy Advisors Inc7,434$5.37M0.17%
MinichMacGregor Wealth Management, LLC6,930$5.01M0.76%
Knights of Columbus Asset Advisors LLC6,181$4.47M0.22%
Itau Unibanco Holding S.A.6,000$4.34M0.09%
Fischer Financial Services, Inc.5,985$4.33M1.09%
Elwood Capital Partners LP5,851$4.23M3.09%
Sig Brokerage, LP5,788$4.18M0.67%
Sassicaia Capital Advisers LLC5,690$4.11M1.81%
Myriad Asset Management Advisors LLC5,560$4.02M0.95%
GenTrust, LLC5,409$3.91M0.15%
Avenir Tech Ltd5,354$3.87M0.63%
Madson Wealth Advisors Inc5,123$3.70M2.52%
EULAV Asset Management4,927$3.56M0.11%
Sona Asset Management (US) LLC4,777$3.45M0.13%
October Effect Ltd4,770$3.45M3.24%
Williamson Legacy Group, LLC4,712$3.41M1.69%
Bell Asset Management Ltd4,657$3.37M0.90%
Donaldson Capital Management, LLC4,536$3.28M0.09%
Resurgent Financial Advisors LLC4,507$3.26M0.91%
Tuttle Tactical Management4,420$3.20M2.15%
Gladstone Capital Management LLP4,360$3.15M0.31%
Maxele Advisors, LLC4,266$3.08M2.16%
Clough Capital Partners L P4,220$3.05M0.25%
FOCUS Wealth Advisors, LLC3,979$2.88M1.33%
CFC Planning Co LLC3,825$2.77M1.63%
USA Financial Formulas3,689$2.67M0.49%
Sandler Capital Management3,472$2.51M1.48%
Canandaigua National Bank & Trust Co3,425$2.48M0.21%
New Paradigm Capital Management, LLC3,400$2.46M5.25%
Bamco Inc3,392$2.45M0.00%

Sold out (118)

Institutions that held Applied Materials Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 118 by value.

Institutions that sold out of AMAT in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
XN LP483,240$165.2M
Natixis344,523$117.8M
Palestra Capital Management LLC286,566$97.9M
Tudor Investment Corp Et Al262,413$89.7M
Junto Capital Management LP169,485$57.9M
Seven Grand Managers, LLC150,000$51.3M
Contour Asset Management LLC141,341$48.3M
Nearwater Capital Markets, Ltd124,000$42.4M
Optiver Holding B.V.85,878$29.4M
Vivaldi Capital Management, LLC82,664$28.3M
Oddo BHF Asset Management SAS63,705$21.8M
Jain Global LLC56,483$19.3M
Longaeva Partners L.P.48,642$16.6M
Sora Investors LLC46,429$15.9M
Banque Cantonale Vaudoise45,348$15.5M
Occudo Quantitative Strategies LP37,289$14.7M
Cinctive Capital Management LP39,469$13.5M
FORA Capital, LLC38,105$13.0M
Steadfast Capital Management LP37,900$13.0M
Waratah Capital Advisors Ltd.30,664$10.5M
Robinhood Asset Management, LLC30,163$10.3M
Trivest Advisors Ltd29,974$10.2M
Vise Technologies, Inc.37,534$9.65M
DuPont Capital Management Corp28,212$9.64M
Y-Intercept (Hong Kong) Ltd26,169$8.94M
Ardsley Advisory Partners LP25,000$8.54M
Laurion Capital Management LP23,522$8.04M
Sciencast Management LP15,925$5.44M
Cardiff Park Advisors, LLC15,305$5.23M
Pinnbrook Capital Management LP14,700$5.02M
Twinbeech Capital LP12,928$4.42M
Connective Capital Management, LLC12,349$4.22M
Hudson Bay Capital Management LP11,571$3.95M
Qsemble Capital Management, LP11,278$3.85M
Dynamic Technology Lab Private Ltd9,005$3.08M
Mirabella Financial Services LLP8,733$2.98M
Alphadyne Asset Management LP7,823$2.67M
Integrated Quantitative Investments LLC7,273$2.49M
Timothy G. Youngquist 2020 Irrevocable Trust7,054$2.41M
Oasis Advisors, LLC6,160$2.11M
Wexford Capital LP5,333$1.82M
Jump Financial, LLC5,321$1.82M
Coppell Advisory Solutions LLC4,928$1.59M
Pathfinder Wealth Consulting, Inc.4,643$1.59M
Sender Co & Partners, Inc.4,483$1.53M
QVR LLC4,456$1.52M
Retireful, LLC3,734$1.28M
Farringdon Capital, Ltd.3,478$1.19M
Evoke Wealth, LLC3,462$1.18M
Q3 Asset Management3,227$1.10M
Virtus Wealth Solutions LLC3,200$1.09M
Gsa Capital Partners LLP3,084$1.05M
Trust Point Inc.3,035$1.04M
49 Wealth Management, LLC2,637$901.2K
Neo Ivy Capital Management2,543$869.2K
Oak Harbor Wealth Partners, LLC2,508$857.2K
Alvarez & Marsal Private Wealth Partners, LLC2,150$734.8K
Stone Wealth Partners2,074$708.9K
Weiss Asset Management LP2,040$697.3K
Old National Bancorp1,885$644.3K
Fi3 FINANCIAL ADVISORS, LLC1,875$640.9K
Golden State Equity Partners1,831$626.2K
Tradewinds, LLC.1,602$623.3K
Shay Capital LLC1,725$589.6K
Aster Capital Management (DIFC) Ltd4,057$588.8K
Bedminster, LLC1,700$581.0K
DRW Securities, LLC1,694$579.0K
Bank of Jackson Hole Trust1,630$557.1K
Quantessence Capital LLC1,567$535.6K
a16z Perennial Management, L.P.1,512$516.8K
Blueshift Asset Management, LLC1,462$499.7K
Future Fund LLC1,370$468.3K
K2 Principal Fund, L.P.1,238$423.1K
Redwood Wealth Management Group, LLC1,117$381.9K
Navellier & Associates Inc1,106$378.2K
Legato Capital Management LLC1,064$363.7K
LBMC Investment Advisors, LLC1,050$358.9K
Flaharty Asset Management, LLC957$327.3K
Moody Aldrich Partners LLC916$313.1K
Invariant Investment Management782$311.1K
Winthrop Capital Management, LLC890$304.0K
Militia Capital Management LLC863$295.0K
IPG Investment Advisors LLC855$292.2K
Fox Run Management, L.L.C.903$291.8K
Game Creek Capital, LP850$290.5K
TABR Capital Management, LLC826$282.3K
ABS Direct Equity Fund LLC700$274.0K
MPS Loria Financial Planners, LLC786$268.8K
Philip James Wealth Mangement, LLC738$252.3K
Severin Investments, LLC690$235.9K
Virtus Family Office LLC607$207.5K
Legacy Private Trust Co.601$205.4K
Sanders Morris Harris LLC600$205.1K
DAGCO, Inc.396$135.3K
Limestone Investment Advisors LP322$110.1K
Sumitomo Mitsui Financial Group, Inc.300$102.5K
RWM Asset Management, LLC230$78.6K
Evergreen Advisors, LLC151$51.6K
Missouri Trust & Investment Co135$46.1K
Sachetta, LLC135$46.1K

Not filed for Q2 2026 yet (33)

Institutions that held Applied Materials Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMAT in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC1,388,708$474.5M
CWM, LLC83,815$28.6M
FRG Family Wealth Advisors LLC76,453$26.1M
Signet Financial Management, LLC33,612$11.5M
Skopos Labs, Inc.26,247$8.97M
Gibbs Wealth Management17,898$6.12M
U.S. Capital Wealth Advisors, LLC11,817$4.04M
Journey Strategic Wealth LLC11,002$3.76M
DGS Capital Management, LLC9,837$3.36M
Exencial Wealth Advisors, LLC8,661$2.96M
Tanaka Capital Management Inc6,953$2.38M
Reflection Asset Management6,195$2.36M
First Affirmative Financial Network6,911$2.36M
VectorGlobal IAG, Inc.4,810$1.64M
USA Financial Portformulas Corp4,784$1.64M
Canandaigua National Corp3,488$1.19M
Charter Oak Capital Management, LLC3,181$1.09M
Opes Wealth Management LLC2,323$794.0K
Sunbelt Securities, Inc.2,241$766.0K
Cfo Capital Management LLC2,090$714.3K
TSG Advice Partners, LLC1,654$565.2K
Jackson Hole Capital Partners, LLC1,424$486.9K
Jaffetilchin Investment Partners, LLC1,057$361.2K
Arcadia Investment Management Corp1,005$343.5K
Leo Wealth, LLC852$291.2K
TruWealth Advisors, LLC840$287.1K
Capstone Wealth Management Group LLC704$240.5K
McIlrath & Eck, LLC421$143.9K
Sofos Investments, Inc.356$121.7K
Evelyn Partners Investment Management LLP80$27.3K
Evelyn Partners Investment Management Services Ltd78$26.7K
Evelyn Partners Asset Management Ltd72$24.6K
Anfield Capital Management, LLC6$2.05K