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; 3,519 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 |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 1,080 | $780.6K | 0.10% | −197−15.4% | Reduced |
| Warther Private Wealth, LLC | 1,082 | $782.3K | 0.17% | +80+8.0% | Added |
| Oder Investment Management, LLC | 1,083 | $783.0K | 0.53% | −50−4.4% | Reduced |
| Bath Savings Trust Co | 1,084 | $783.7K | 0.08% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,086 | $785.2K | 0.05% | +219+25.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,087 | $785.9K | 0.04% | +991+1,032.3% | Added |
| Westwood Holdings Group Inc. | 1,087 | $785.9K | 0.01% | +1,087 | New |
| Values Added Financial LLC | 1,088 | $786.6K | 0.28% | +69+6.8% | Added |
| Verdad Advisers, LP | 1,089 | $787.3K | 0.75% | −1,805−62.4% | Reduced |
| Hudson Value Partners, LLC | 1,090 | $788.1K | 0.20% | −30−2.7% | Reduced |
| Financial Advisors Network, Inc. | 1,091 | $788.8K | 0.10% | −100−8.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,092 | $789.5K | 0.13% | +280+34.5% | Added |
| Private Management Group Inc | 1,094 | $791.0K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,095 | $791.7K | 0.24% | −2−0.2% | Reduced |
| TCTC Holdings, LLC | 1,095 | $791.7K | 0.02% | +48+4.6% | Added |
| Brown Miller Wealth Management, LLC | 1,096 | $792.4K | 0.20% | +1,096 | New |
| North Star Asset Management Inc | 1,097 | $793.1K | 0.03% | −18−1.6% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 1,098 | $793.6K | 0.33% | +1,098 | New |
| Northstar Group, Inc. | 1,098 | $793.8K | 0.10% | −103−8.6% | Reduced |
| CastleKnight Management LP | 1,100 | $795.3K | 0.03% | −3,800−77.6% | Reduced |
| Crusonia Wealth Advisors LLC | 1,102 | $797.0K | 0.13% | +494+81.3% | Added |
| Marco Investment Management LLC | 1,103 | $797.5K | 0.05% | 00.0% | Unchanged |
| Arta Finance Wealth Management LLC | 1,104 | $798.2K | 0.34% | +219+24.7% | Added |
| LexAurum Advisors, LLC | 1,104 | $798.2K | 0.09% | +8+0.7% | Added |
| Lotus Technology Management, LP | 885 | $800.3K | 0.99% | +885 | New |
| Satovsky Asset Management LLC | 1,107 | $800.5K | 0.13% | +1+0.1% | Added |
| Tidemark, LLC | 1,110 | $802.2K | 0.18% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,111 | $803.5K | 0.06% | −92−7.6% | Reduced |
| Fund Advisors of America Inc | 1,112 | $803.8K | 0.73% | −82−6.9% | Reduced |
| First Financial Bankshares Inc | 1,114 | $805.4K | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,116 | $806.9K | 0.11% | −328−22.7% | Reduced |
| Fjell Capital, LLC | 1,117 | $807.6K | 0.55% | −9−0.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,120 | $809.8K | 0.06% | +1,120 | New |
| Peachtree Investment Partners, LLC | 1,120 | $809.9K | 0.26% | +1,120 | New |
| Ellenbecker Investment Group | 1,121 | $810.6K | 0.09% | +7+0.6% | Added |
| German American Bancorp, Inc. | 1,124 | $812.7K | 0.06% | +124+12.4% | Added |
| Seldon Capital LP | 1,125 | $813.4K | 0.25% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,128 | $816.0K | 0.01% | +16+1.4% | Added |
| Alamea Verwaltungs GmbH | 1,129 | $816.3K | 0.65% | +1,129 | New |
| Stirlingshire Investments, Inc. | 1,132 | $818.2K | 0.61% | +151+15.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,134 | $819.9K | 0.03% | −50−4.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,139 | $823.8K | 0.06% | −46−3.9% | Reduced |
| Berbice Capital Management LLC | 1,140 | $824.2K | 0.43% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,142 | $825.7K | 0.36% | −576−33.5% | Reduced |
| Southern Michigan Bank & Trust | 1,146 | $828.6K | 0.29% | +76+7.1% | Added |
| Webster Bank, N. A. | 1,147 | $829.3K | 0.07% | +10+0.9% | Added |
| Colonial River Wealth Management, LLC | 1,147 | $829.3K | 0.24% | +108+10.4% | Added |
| TFC Financial Management | 1,147 | $829.3K | 0.09% | +571+99.1% | Added |
| Delta Asset Management LLC | 1,148 | $830.3K | 0.07% | +13+1.1% | Added |
| McCarthy Asset Management, Inc. | 1,149 | $830.4K | 0.39% | +1,149 | New |
| Harbor Advisory Corp | 1,150 | $831.5K | 0.22% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,150 | $831.5K | 0.18% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,151 | $832.2K | 0.19% | +1,151 | New |
| Altus Wealth Group LLC | 1,153 | $833.6K | 0.30% | −10−0.9% | Reduced |
| Resolute Capital, LLC | 1,153 | $833.9K | 0.29% | +1,153 | New |
| Salem Investment Counselors Inc | 1,157 | $836.5K | 0.02% | +97+9.2% | Added |
| Stonebridge Financial Group, LLC | 1,163 | $840.8K | 0.56% | +40+3.6% | Added |
| Bingham Private Wealth, LLC | 1,167 | $843.7K | 0.58% | −5−0.4% | Reduced |
| William John Sempolinski | 1,168 | $844.5K | 0.34% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,169 | $845.2K | 0.64% | +31+2.7% | Added |
| Verde Capital Management | 1,169 | $845.7K | 0.16% | −181−13.4% | Reduced |
| RW Investment Management LLC | 1,170 | $845.9K | 0.07% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,590 | $849.4K | 0.51% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 1,178 | $851.7K | 0.30% | −202−14.6% | Reduced |
| Code Waechter LLC | 1,178 | $851.7K | 0.44% | −40−3.3% | Reduced |
| Legacy Wealth Advisors, LLC | 1,178 | $851.7K | 0.37% | +239+25.5% | Added |
| Horst & Graben Wealth Management LLC | 1,312 | $853.7K | 0.11% | +8+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,182 | $854.6K | 0.19% | −9−0.8% | Reduced |
| Berman McAleer LLC | 1,183 | $855.1K | 0.10% | +3+0.3% | Added |
| Renaissance Investment Group LLC | 1,183 | $855.3K | 0.17% | +1,183 | New |
| Owl Creek Wealth Partners LLC | 1,184 | $856.0K | 0.25% | +90+8.2% | Added |
| one8zero8, LLC | 1,185 | $856.8K | 0.17% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,188 | $858.9K | 0.25% | −2−0.2% | Reduced |
| One Day In July LLC | 1,194 | $863.3K | 0.06% | +105+9.6% | Added |
| Rossmore Private Capital | 1,194 | $863.4K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,197 | $865.4K | 0.04% | +1,197 | New |
| Uniting Wealth Partners, LLC | 1,197 | $865.4K | 0.18% | −11−0.9% | Reduced |
| Sequent Asset Management, LLC | 1,197 | $865.4K | 0.36% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,197 | $865.4K | 0.07% | +108+9.9% | Added |
| Consilio Wealth Advisors, LLC | 1,199 | $866.8K | 0.21% | +9+0.8% | Added |
| Optimist Retirement Group LLC | 1,199 | $866.9K | 0.33% | +56+4.9% | Added |
| Parthenon LLC | 1,200 | $867.6K | 0.09% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,200 | $867.6K | 0.22% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $867.6K | 0.29% | +1,167+3,536.4% | Added |
| Fulcrum Equity Management | 1,201 | $868.3K | 0.70% | −2−0.2% | Reduced |
| Retirement Planning Group | 1,205 | $871.1K | 0.02% | +118+10.9% | Added |
| McDonald Partners LLC | 1,205 | $871.2K | 0.21% | −200−14.2% | Reduced |
| MRP Capital Investments, LLC | 1,205 | $871.2K | 0.64% | +445+58.6% | Added |
| BlackDiamond Wealth Management Inc. | 1,670 | $871.9K | 0.35% | +101+6.4% | Added |
| Red Wave Investments LLC | 1,214 | $877.7K | 0.22% | −97−7.4% | Reduced |
| Outlook Wealth Advisors, LLC | 1,216 | $879.4K | 0.19% | −18−1.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,224 | $885.0K | 0.04% | −10−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,224 | $885.3K | 0.11% | +1,224 | New |
| J. M. Brown & Associates Inc. | 1,225 | $885.8K | 0.51% | +1,225 | New |
| Bank of Hawaii | 1,226 | $886.4K | 0.04% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,230 | $889.3K | 0.28% | +1,124+1,060.4% | Added |
| Strategy Asset Managers LLC | 1,231 | $890.1K | 0.13% | +311+33.8% | Added |
| Archvest Wealth Advisors, Inc. | 1,233 | $891.2K | 0.52% | +84+7.3% | Added |
| Milestone Asset Management Group, LLC | 1,233 | $891.4K | 0.45% | −49−3.8% | Reduced |
| Permanent Capital Management, LP | 1,233 | $891.5K | 0.12% | 00.0% | Unchanged |