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, 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
Q3 2026 data is still coming in: 12 institutions have reported holding AMAT so far. See Q3 2026
- Institutional holders
- 3,520
- +599 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
- 717
- 1,081 more added
- Sold out
- 118
- 1,359 more reduced
33 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 | 3,520 | $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, 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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 13,858 | $10.0M | 4.72% | −405−2.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 13,872 | $10.0M | 1.65% | −3,044−18.0% | Reduced |
| Picton Mahoney Asset Management | 13,908 | $10.1M | 0.09% | +12,751+1,102.1% | Added |
| CFM Wealth Partners LLC | 13,989 | $10.1M | 1.29% | −609−4.2% | Reduced |
| Sycomore Asset Management | 22,252 | $10.1M | 1.09% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 14,000 | $10.1M | 1.21% | +1,000+7.7% | Added |
| BlueCrest Capital Management Ltd | 14,000 | $10.1M | 0.43% | +14,000 | New |
| Guinness Atkinson Asset Management Inc | 14,038 | $10.1M | 4.55% | −3,691−20.8% | Reduced |
| Green Alpha Advisors, LLC | 14,049 | $10.2M | 6.81% | −398−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,094 | $10.2M | 0.46% | +10,161+258.4% | Added |
| Meiji Yasuda America Inc | 14,124 | $10.2M | 1.71% | +3,159+28.8% | Added |
| Alaethes Wealth LLC | 14,151 | $10.2M | 2.98% | −216−1.5% | Reduced |
| Truvestments Capital LLC | 14,183 | $10.3M | 1.52% | +160+1.1% | Added |
| Ritholtz Wealth Management | 14,184 | $10.3M | 0.15% | −22−0.2% | Reduced |
| Ariose Capital Management Ltd | 14,200 | $10.3M | 4.38% | +14,200 | New |
| Guardian Partners Inc. | 14,269 | $10.3M | 0.93% | −769−5.1% | Reduced |
| Ardmore Road Asset Management LP | 14,300 | $10.3M | 0.61% | −80,700−84.9% | Reduced |
| Asset One Wealth Management LLC | 17,915 | $10.4M | 1.10% | −547−3.0% | Reduced |
| Notis-McConarty Edward | 14,374 | $10.4M | 4.49% | +145+1.0% | Added |
| Chatham Capital Group, Inc. | 14,460 | $10.5M | 1.34% | −320−2.2% | Reduced |
| Shoker Investment Counsel, Inc. | 14,488 | $10.5M | 2.63% | +240+1.7% | Added |
| IFP Advisors, Inc | 14,578 | $10.5M | 0.19% | +2,957+25.4% | Added |
| SBI Securities Co., Ltd. | 14,614 | $10.6M | 0.24% | +2,209+17.8% | Added |
| RBA Wealth Management, LLC | 14,647 | $10.6M | 3.89% | −12,299−45.6% | Reduced |
| Denali Advisors LLC | 14,650 | $10.6M | 1.07% | +10,101+222.0% | Added |
| Arete Wealth Advisors, LLC | 14,831 | $10.7M | 0.71% | +14,831 | New |
| Central Trust Co | 14,834 | $10.7M | 0.19% | +722+5.1% | Added |
| Himension Fund | 14,922 | $10.8M | 0.66% | −2,530−14.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,999 | $10.8M | 0.23% | +2,316+18.3% | Added |
| 3G Capital Partners LP | 15,000 | $10.8M | 2.91% | −20,000−57.1% | Reduced |
| KP Management LLC | 15,000 | $10.8M | 2.27% | +5,000+50.0% | Added |
| Delaney Dennis R | 15,011 | $10.9M | 3.46% | +425+2.9% | Added |
| Intrust Bank NA | 15,028 | $10.9M | 0.80% | −885−5.6% | Reduced |
| Insigneo Advisory Services, LLC | 15,084 | $10.9M | 0.41% | +12,012+391.0% | Added |
| Annex Advisory Services, LLC | 15,145 | $10.9M | 0.19% | −1,676−10.0% | Reduced |
| Palisade Capital Management LLC | 15,301 | $11.1M | 0.48% | −1,052−6.4% | Reduced |
| Peak Asset Management, LLC | 15,352 | $11.1M | 1.63% | +3,521+29.8% | Added |
| Prime Capital Investment Advisors, LLC | 15,402 | $11.1M | 0.11% | −133−0.9% | Reduced |
| Aaron Wealth Advisors | 15,406 | $11.1M | 0.57% | +36+0.2% | Added |
| Shayne & Co., LLC | 15,409 | $11.1M | 3.30% | −5,015−24.6% | Reduced |
| Securian Asset Management, Inc | 21,046 | $11.1M | 0.40% | −487−2.3% | Reduced |
| Drucker Wealth 3.0, LLC | 15,600 | $11.3M | 1.78% | −70.0% | Reduced |
| Tandem Capital Management Corp | 15,601 | $11.3M | 4.74% | −681−4.2% | Reduced |
| Hilton Capital Management, LLC | 15,620 | $11.3M | 0.77% | −2,236−12.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,644 | $11.3M | 0.03% | −5,671−26.6% | Reduced |
| Maxi Investments CY Ltd | 15,700 | $11.4M | 2.30% | +15,700 | New |
| Anchor Investment Management, LLC | 15,702 | $11.4M | 0.85% | −69−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 15,770 | $11.4M | 0.10% | −5,457−25.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,894 | $11.5M | 0.14% | +46+0.3% | Added |
| Level Four Advisory Services, LLC | 15,966 | $11.5M | 0.33% | −374−2.3% | Reduced |
| Concentric Capital Strategies, LP | 16,023 | $11.6M | 0.71% | +10,809+207.3% | Added |
| Wright Investors Service Inc | 16,070 | $11.6M | 3.18% | +399+2.5% | Added |
| Romano Brothers and Company | 16,099 | $11.6M | 1.17% | −3,948−19.7% | Reduced |
| Generate Investment Management Ltd | 16,275 | $11.8M | 0.48% | −20,607−55.9% | Reduced |
| Harbour Investments, Inc. | 16,286 | $11.8M | 0.16% | −1,876−10.3% | Reduced |
| Twin Capital Management Inc | 16,369 | $11.8M | 1.29% | +7,145+77.5% | Added |
| Geneva Partners, LLC | 16,410 | $11.9M | 3.16% | +16,410 | New |
| Cullen Capital Management LLC | 16,439 | $11.9M | 0.12% | −2,429−12.9% | Reduced |
| ARP Global Capital Ltd | 16,517 | $11.9M | 5.25% | +16,517 | New |
| Baker Chad R | 16,530 | $12.0M | 1.93% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 16,560 | $12.0M | 3.58% | +16,560 | New |
| IFG Advisory, LLC | 16,658 | $12.0M | 0.42% | +16,527+12,616.0% | Added |
| BCJ Capital Management, LLC | 16,711 | $12.1M | 0.60% | −554−3.2% | Reduced |
| Dakota Wealth Management | 16,729 | $12.1M | 0.23% | −4,933−22.8% | Reduced |
| Boston Private Wealth LLC | 16,760 | $12.1M | 0.76% | −7,113−29.8% | Reduced |
| BBR Partners, LLC | 16,782 | $12.1M | 0.57% | −20.0% | Reduced |
| Ballentine Partners, LLC | 16,797 | $12.1M | 0.15% | +462+2.8% | Added |
| Curat Global, LLC | 14,756 | $12.2M | 10.30% | −2,100−12.5% | Reduced |
| Jackson Square Capital, LLC | 16,863 | $12.2M | 1.70% | +10,544+166.9% | Added |
| Founders Capital Management | 16,913 | $12.2M | 5.29% | +115+0.7% | Added |
| Mather Group, LLC. | 16,923 | $12.2M | 0.11% | −203−1.2% | Reduced |
| Dorsey Wright & Associates | 16,951 | $12.3M | 2.08% | +16,951 | New |
| Capelight Capital Asset Management LP | 17,000 | $12.3M | 6.12% | −3,000−15.0% | Reduced |
| Twin Peaks Capital Ltd | 17,000 | $12.3M | 8.48% | +17,000 | New |
| Segall Bryant & Hamill, LLC | 17,016 | $12.3M | 0.15% | +17,016 | New |
| Processus Wealth & Capital Management, LLC | 17,044 | $12.3M | 7.30% | −1,227−6.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 17,151 | $12.4M | 1.07% | +3,538+26.0% | Added |
| Marathon Wealth Advisors LLC | 17,172 | $12.4M | 4.25% | −133−0.8% | Reduced |
| SP Asset Management LLC | 17,191 | $12.4M | 1.00% | −494−2.8% | Reduced |
| Howe & Rusling Inc | 17,216 | $12.4M | 0.72% | +115+0.7% | Added |
| SevenBridge Financial Group, LLC | 23,115 | $12.5M | 1.83% | −1,605−6.5% | Reduced |
| Smartleaf Asset Management LLC | 18,020 | $12.5M | 0.41% | 00.0% | Unchanged |
| Pflug Koory, LLC | 17,343 | $12.5M | 5.01% | −973−5.3% | Reduced |
| SFE Investment Counsel | 17,438 | $12.6M | 1.74% | −1,819−9.4% | Reduced |
| Capital International Sarl | 17,459 | $12.6M | 0.18% | −4,410−20.2% | Reduced |
| Cornerstone Wealth Group, LLC | 17,509 | $12.7M | 0.75% | −12,101−40.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,551 | $12.7M | 0.87% | −75−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 17,563 | $12.7M | 0.46% | −224−1.3% | Reduced |
| Left Brain Wealth Management, LLC | 17,735 | $12.8M | 3.87% | +10,086+131.9% | Added |
| Droms Strauss Advisors Inc | 17,820 | $12.9M | 2.92% | 00.0% | Unchanged |
| Cache Advisors, LLC | 17,867 | $12.9M | 1.10% | +4,250+31.2% | Added |
| BW Gestao de Investimentos Ltda. | 17,915 | $13.0M | 0.31% | +17,915 | New |
| Fruth Investment Management | 17,975 | $13.0M | 3.09% | −350−1.9% | Reduced |
| American Money Management, LLC | 17,987 | $13.0M | 1.86% | +9,370+108.7% | Added |
| Knollwood Investment Advisory, LLC | 18,067 | $13.1M | 1.16% | +177+1.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 18,086 | $13.1M | 10.46% | −544−2.9% | Reduced |
| WSFS Capital Management, LLC | 18,089 | $13.1M | 0.57% | −362−2.0% | Reduced |
| Red Spruce Capital, LLC | 18,124 | $13.1M | 4.57% | −12,554−40.9% | Reduced |
| Tema ETFs LLC | 18,181 | $13.1M | 0.42% | +880+5.1% | Added |
| Progressive Investment Management Corp | 18,317 | $13.2M | 2.91% | −244−1.3% | Reduced |