Skip to main content

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.

Institutional holdersQ2 2026: 3,520 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,760 institutionsQ2 2023: 1,829 institutionsQ3 2023: 1,851 institutionsQ4 2023: 2,033 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,285 institutionsQ3 2024: 2,215 institutionsQ4 2024: 2,239 institutionsQ1 2025: 2,165 institutionsQ2 2025: 2,322 institutionsQ3 2025: 2,361 institutionsQ4 2025: 2,644 institutionsQ1 2026: 2,954 institutionsQ2 2026: 3,520 institutions
Value heldQ2 2026: $476.5B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,520$476.5B
Q1 20262,954$219.0B
Q4 20252,644$169.7B
Q3 20252,361$129.3B
Q2 20252,322$115.0B
Q1 20252,165$91.6B
Q4 20242,239$105.2B
Q3 20242,215$132.4B
Q2 20242,285$156.3B
Q1 20242,220$135.3B
Q4 20232,033$109.0B
Q3 20231,851$92.8B
Q2 20231,829$96.3B
Q1 20231,760$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2026.

Institutions holding AMAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Oppenheimer Asset Management Inc.25,553$18.5M0.19%−22,663−47.0%Reduced
Osmosis Investment Management UK Ltd25,676$18.6M0.86%−29,397−53.4%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc25,679$18.6M11.13%−11,321−30.6%Reduced
Hosking Partners LLP25,682$18.6M0.62%−5,720−18.2%Reduced
Trustco Bank Corp N Y25,711$18.6M13.56%+498+2.0%Added
Williams Jones Wealth Management, LLC.25,731$18.6M0.21%+374+1.5%Added
PKO Investment Management Joint-Stock Co26,000$18.8M1.37%+1,000+4.0%Added
Colonial Trust Co26,023$18.8M2.38%−1,038−3.8%Reduced
Plimoth Trust Co LLC26,073$18.9M3.76%−1,464−5.3%Reduced
CSM Advisors, LLC26,096$18.9M0.40%+26,096New
RSM US Wealth Management LLC26,328$19.0M0.21%−562−2.1%Reduced
Coldstream Capital Management Inc26,349$19.1M0.24%−2,171−7.6%Reduced
Caisse des Depots Et Consignations26,413$19.1M0.32%+12,529+90.2%Added
Pine Valley Investments Ltd Liability Co26,491$19.2M0.82%−2,806−9.6%Reduced
Ancora Advisors, LLC26,601$19.2M0.37%−7,001−20.8%Reduced
Bailard, Inc.26,857$19.4M0.40%−1,039−3.7%Reduced
Rench Wealth Management, Inc.26,943$19.5M5.23%−4,806−15.1%Reduced
Polar Capital Holdings Plc26,999$19.5M0.06%−9,569−26.2%Reduced
Triglav Skladi, D.O.O.27,111$19.6M1.03%+9,447+53.5%Added
Leelyn Smith, LLC27,114$19.6M2.38%−2,049−7.0%Reduced
Parallel Advisors, LLC27,226$19.7M0.30%+256+0.9%Added
Argonautica Private Wealth Management, Inc27,270$19.7M4.81%−612−2.2%Reduced
Ingalls & Snyder LLC27,274$19.7M0.54%−55−0.2%Reduced
Greenleaf Trust27,359$19.8M0.19%+441+1.6%Added
Arkadios Wealth Advisors27,411$19.8M0.30%+3,265+13.5%Added
Midway Capital Research & Management27,479$19.9M15.79%−1,566−5.4%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,556$19.9M0.29%+768+2.9%Added
Advisors Asset Management, Inc.27,589$19.9M0.30%+392+1.4%Added
Financiere des Professionnels - Fonds d,investissement inc.27,712$20.0M1.13%+3,768+15.7%Added
Eurizon SLJ Capital Ltd27,775$20.1M7.41%+26,872+2,975.9%Added
Spartan Wealth Advisory Services LLC27,805$20.1M1.65%+569+2.1%Added
Dnca Finance28,000$20.2M0.98%+19,000+211.1%Added
Two Sigma Securities, LLC28,021$20.3M1.75%+28,021New
Sawgrass Asset Management LLC28,062$20.3M2.68%−4,821−14.7%Reduced
Kepler Cheuvreux (Suisse) SA28,062$20.3M1.16%+28,062New
Canada Post Corp Registered Pension Plan28,124$20.3M0.71%+1,220+4.5%Added
Thames Capital Management LLC28,138$20.3M1.67%+28,138New
Hartford Financial Management Inc.28,239$20.4M4.56%−3,843−12.0%Reduced
First Community Trust NA28,280$20.4M9.23%−561−1.9%Reduced
Liontrust Investment Partners LLP28,292$20.5M0.30%−69,229−71.0%Reduced
Fort Sheridan Advisors LLC28,403$20.5M2.21%−51−0.2%Reduced
Churchill Financial Advisors, LLC28,502$20.6M3.97%−40−0.1%Reduced
Beacon Pointe Advisors, LLC28,595$20.6M0.10%−2,287−7.4%Reduced
Martingale Asset Management L P28,918$20.9M0.50%+24,801+602.4%Added
CTC LLC29,288$21.2M1.24%+29,288New
Empirical Finance, LLC29,292$21.2M0.88%+877+3.1%Added
Axxcess Wealth Management, LLC29,325$21.2M0.34%+29,325New
Tokio Marine Asset Management Co Ltd29,338$21.2M0.66%+465+1.6%Added
Kinneret Advisory, LLC29,355$21.2M1.72%00.0%Unchanged
Quadrant Capital Group LLC29,358$21.2M0.58%+2,343+8.7%Added
LGT Fund Management Co Ltd.29,366$21.2M0.88%−4,116−12.3%Reduced
ExodusPoint Capital Management, LP29,399$21.3M0.20%−57,622−66.2%Reduced
Summit Street Capital Management, LLC29,589$21.4M3.00%−29,615−50.0%Reduced
Boothbay Fund Management, LLC29,687$21.5M0.41%+14,000+89.2%Added
Tiaa-Cref Individual & Institutional Services, LLC29,721$21.5M0.07%−781−2.6%Reduced
Two Sigma Investments, LP29,763$21.5M0.02%−413,887−93.3%Reduced
Siemens Fonds Invest GmbH29,781$21.5M1.06%−427−1.4%Reduced
Apollon Wealth Management, LLC29,846$21.6M0.26%+2,401+8.7%Added
Telemark Asset Management, LLC30,000$21.7M1.57%−10,000−25.0%Reduced
Blume Capital Management, Inc.30,091$21.8M3.23%−8,771−22.6%Reduced
Delta Financial Advisors LLC30,132$21.8M5.17%−1,088−3.5%Reduced
Gold Investment Management Ltd.30,195$21.8M5.93%−848−2.7%Reduced
Callan Family Office, LLC30,770$22.2M0.43%+2,377+8.4%Added
Genoa Capital Gestora de Recursos Ltda.30,949$22.4M11.20%+30,949New
Argent Trust Co30,959$22.4M0.65%−5,958−16.1%Reduced
Miracle Mile Advisors, LLC31,078$22.5M0.26%+2,237+7.8%Added
Berkshire Capital Holdings Inc31,120$22.5M4.87%−1,350−4.2%Reduced
Willis Investment Counsel31,135$22.5M1.07%+4,686+17.7%Added
Great Lakes Advisors, LLC31,296$22.6M0.17%−6,663−17.6%Reduced
Vega Investment Solutions32,417$22.7M3.22%+32,417New
Woodstock Corp31,408$22.7M1.89%−796−2.5%Reduced
IMC-Chicago, LLC31,530$22.8M0.21%+31,530New
Insight Holdings Group, LLC31,595$22.8M1.74%−5,760−15.4%Reduced
Silvant Capital Management LLC31,699$22.9M0.67%+13,360+72.9%Added
Fifth Third Wealth Advisors LLC31,721$22.9M0.64%+2,672+9.2%Added
Carret Asset Management, LLC31,772$23.0M2.01%−1,521−4.6%Reduced
Edmond de Rothschild Holding S.A.31,818$23.0M0.30%+607+1.9%Added
Everence Capital Management Inc31,873$23.0M1.21%00.0%Unchanged
Park Avenue Securities LLC32,142$23.2M0.15%+59+0.2%Added
Simplex Trading, LLC32,303$23.4M0.61%+20,546+174.8%Added
Farther Finance Advisors, LLC32,370$23.4M0.18%+2,736+9.2%Added
Hall Laurie J Trustee32,328$23.4M7.27%−805−2.4%Reduced
Citizens Financial Group Inc32,374$23.4M0.28%+1,242+4.0%Added
Citizens National Bank Trust Department32,440$23.5M3.45%−1,012−3.0%Reduced
SRS Capital Advisors, Inc.32,497$23.5M0.16%+22,594+228.2%Added
Metis Global Partners, LLC32,509$23.5M0.53%+3,002+10.2%Added
Cooper Creek Partners Management LLC32,739$23.7M0.99%−6,952−17.5%Reduced
WCG Wealth Advisors LLC32,744$23.7M0.56%−10,925−25.0%Reduced
Kovitz Investment Group Partners, LLC32,776$23.7M0.52%−6,358−16.2%Reduced
Davenport & Co LLC32,935$23.7M0.12%−3,261−9.0%Reduced
Ceredex Value Advisors LLC32,907$23.8M0.67%−35,864−52.1%Reduced
Savant Capital, LLC35,324$24.2M0.07%+10,199+40.6%Added
Ironvine Capital Partners, LLC33,703$24.4M2.27%−5,727−14.5%Reduced
Naples Global Advisors, LLC33,854$24.5M1.51%−1,469−4.2%Reduced
Isthmus Partners, LLC34,016$24.6M2.38%−11,559−25.4%Reduced
Stephens Inc33,829$24.6M0.28%−677−2.0%Reduced
Glassy Mountain Advisors, Inc.34,139$24.7M6.75%−4,254−11.1%Reduced
First Foundation Advisors34,278$24.8M0.89%−390−1.1%Reduced
Commerzbank Aktiengesellschaft34,290$24.8M0.50%+8,270+31.8%Added
Compass Wealth Management LLC34,357$24.8M4.70%−3,795−9.9%Reduced