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 | 2,954 | $219.0B |
| Q4 2025 | 2,644 | $169.7B |
| Q3 2025 | 2,361 | $129.3B |
| Q2 2025 | 2,322 | $115.0B |
| Q1 2025 | 2,165 | $91.6B |
| Q4 2024 | 2,239 | $105.2B |
| Q3 2024 | 2,215 | $132.4B |
| Q2 2024 | 2,285 | $156.3B |
| Q1 2024 | 2,220 | $135.3B |
| Q4 2023 | 2,033 | $109.0B |
| Q3 2023 | 1,851 | $92.8B |
| Q2 2023 | 1,829 | $96.3B |
| Q1 2023 | 1,760 | $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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 34,475 | $24.9M | 0.85% | +99+0.3% | Added |
| Westerkirk Capital Inc. | 34,606 | $25.0M | 2.41% | +400+1.2% | Added |
| Burr Financial Services, LLC | 34,799 | $25.2M | 15.61% | +982+2.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 34,826 | $25.2M | 0.91% | +2,900+9.1% | Added |
| Principal Securities, Inc. | 34,855 | $25.2M | 0.30% | −6,070−14.8% | Reduced |
| Petredis Investment Advisors LLC | 35,047 | $25.3M | 1.71% | +34+0.1% | Added |
| Evergreen Private Wealth LLC | 34,994 | $25.7M | 9.49% | −3,413−8.9% | Reduced |
| Concurrent Investment Advisors, LLC | 35,585 | $25.7M | 0.22% | +13,338+60.0% | Added |
| Ameritas Investment Partners, Inc. | 35,835 | $25.9M | 0.69% | −203−0.6% | Reduced |
| Verdence Capital Advisors LLC | 35,859 | $25.9M | 1.36% | −8,723−19.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 36,350 | $26.3M | 0.20% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 36,471 | $26.4M | 0.61% | +1,020+2.9% | Added |
| Mane Global Capital Management LP | 36,573 | $26.4M | 2.19% | +36,573 | New |
| Patton Albertson Miller Group, LLC | 36,852 | $26.6M | 2.65% | −1,200−3.2% | Reduced |
| Diversified Trust Co | 37,277 | $27.0M | 0.43% | +685+1.9% | Added |
| Pensionmark Financial Group, LLC | 77,916 | $27.0M | 0.45% | −473−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 37,339 | $27.0M | 0.15% | +968+2.7% | Added |
| GHP Investment Advisors, Inc. | 37,342 | $27.0M | 0.99% | −430−1.1% | Reduced |
| Univest Financial Corp | 37,614 | $27.2M | 1.33% | −3,340−8.2% | Reduced |
| Modera Wealth Management, LLC | 37,783 | $27.3M | 0.29% | −1,545−3.9% | Reduced |
| GAM Holding AG | 37,829 | $27.4M | 2.10% | −1,395−3.6% | Reduced |
| Burney Co | 38,070 | $27.5M | 0.74% | −954−2.4% | Reduced |
| FourThought Financial Partners, LLC | 38,231 | $27.6M | 2.13% | −2,754−6.7% | Reduced |
| Sculptor Capital LP | 38,300 | $27.7M | 0.29% | −259,500−87.1% | Reduced |
| Integrated Wealth Concepts LLC | 38,563 | $27.9M | 0.18% | +1,091+2.9% | Added |
| Lowe Brockenbrough & Co Inc | 38,765 | $28.0M | 1.25% | −19,057−33.0% | Reduced |
| Beacon Investment Advisors LLC | 38,952 | $28.2M | 8.84% | −29−0.1% | Reduced |
| SIH Partners, LLLP | 39,002 | $28.2M | 1.18% | −5,217−11.8% | Reduced |
| GDS Wealth Management | 39,014 | $28.2M | 1.34% | +5,250+15.5% | Added |
| HB Wealth Management, LLC | 39,072 | $28.2M | 0.16% | +2,228+6.0% | Added |
| Benjamin Edwards Inc | 39,111 | $28.3M | 0.26% | −1,432−3.5% | Reduced |
| Meeder Asset Management Inc | 39,219 | $28.4M | 1.45% | −1,216−3.0% | Reduced |
| Spire Wealth Management | 39,393 | $28.5M | 0.86% | +914+2.4% | Added |
| New Mexico Educational Retirement Board | 39,486 | $28.5M | 0.72% | +3,600+10.0% | Added |
| First American Bank | 39,615 | $28.6M | 1.60% | +332+0.8% | Added |
| Suncoast Equity Management | 39,743 | $28.7M | 3.60% | +39,743 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 39,786 | $28.8M | 1.09% | −463−1.2% | Reduced |
| William Allan, LLC | 40,181 | $29.1M | 14.21% | −4,562−10.2% | Reduced |
| Clearstead Advisors, LLC | 40,185 | $29.1M | 0.27% | +911+2.3% | Added |
| Fisher Funds Management LTD | 40,717 | $29.4M | 0.84% | −40,346−49.8% | Reduced |
| BSN Capital Partners Ltd | 50,000 | $29.4M | 1.33% | +50,000 | New |
| Sienna Gestion | 41,957 | $29.5M | 1.73% | −16,898−28.7% | Reduced |
| Scotia Capital Inc. | 40,952 | $29.6M | 0.11% | +4,022+10.9% | Added |
| China Universal Asset Management Co., Ltd. | 41,061 | $29.7M | 1.78% | +3,778+10.1% | Added |
| Tower Research Capital LLC (TRC) | 41,451 | $30.0M | 0.73% | +1,467+3.7% | Added |
| F&V Capital Management, LLC | 42,185 | $30.5M | 5.62% | −25,526−37.7% | Reduced |
| Maryland State Retirement & Pension System | 42,680 | $30.9M | 0.53% | +2,690+6.7% | Added |
| KCM Investment Advisors LLC | 42,903 | $31.0M | 0.92% | −642−1.5% | Reduced |
| American National Bank | 43,072 | $31.1M | 2.66% | −737−1.7% | Reduced |
| Capital International Inc | 43,319 | $31.3M | 0.22% | +432+1.0% | Added |
| Warren Averett Asset Management, LLC | 43,381 | $31.4M | 0.18% | −4,075−8.6% | Reduced |
| Wealth High Governance Asset Management Ltda. | 43,440 | $31.4M | 3.34% | +43,440 | New |
| Turtle Creek Wealth Advisors, LLC | 43,605 | $31.5M | 1.66% | −2,738−5.9% | Reduced |
| Atria Investments LLC | 43,600 | $31.5M | 0.32% | +3,117+7.7% | Added |
| Jupiter Asset Management Ltd | 43,618 | $31.5M | 0.16% | −87,669−66.8% | Reduced |
| Kinetic Partners Management, LP | 43,700 | $31.6M | 0.75% | −39,200−47.3% | Reduced |
| Hartford Investment Management Co | 43,864 | $31.7M | 0.90% | −1,363−3.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 43,874 | $31.7M | 1.01% | −3,596−7.6% | Reduced |
| Voleon Capital Management LP | 43,986 | $31.8M | 0.58% | +41,586+1,732.8% | Added |
| LMR Partners LLP | 44,064 | $31.9M | 0.23% | −34,486−43.9% | Reduced |
| Montag A & Associates Inc | 44,546 | $32.2M | 1.36% | −3,126−6.6% | Reduced |
| Hodges Capital Management Inc. | 44,597 | $32.2M | 2.13% | +910+2.1% | Added |
| Crossmark Global Holdings, Inc. | 44,626 | $32.3M | 0.42% | −4,442−9.1% | Reduced |
| Bradley Foster & Sargent Inc | 44,756 | $32.4M | 0.46% | −3,665−7.6% | Reduced |
| Anchor Capital Advisors LLC | 45,400 | $32.8M | 0.92% | −19,916−30.5% | Reduced |
| Bleakley Financial Group, LLC | 45,423 | $32.8M | 0.42% | +2,315+5.4% | Added |
| Franklin Street Advisors Inc | 45,760 | $33.1M | 1.85% | +43,140+1,646.6% | Added |
| Oppenheimer & Co Inc | 45,900 | $33.2M | 0.35% | −16,007−25.9% | Reduced |
| J.W. Cole Advisors, Inc. | 46,176 | $33.4M | 0.57% | −3,463−7.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 46,341 | $33.5M | 8.14% | +26+0.1% | Added |
| Cullinan Associates Inc | 46,437 | $33.6M | 2.54% | −5,024−9.8% | Reduced |
| Moran Wealth Management, LLC | 46,459 | $33.6M | 0.92% | −4,512−8.9% | Reduced |
| Vestcor Inc | 46,483 | $33.6M | 0.83% | +8,411+22.1% | Added |
| Soros Capital Management LLC | 47,750 | $34.5M | 6.17% | +47,750 | New |
| Matrix Asset Advisors Inc | 48,044 | $34.7M | 2.82% | −10,489−17.9% | Reduced |
| Private Advisor Group, LLC | 48,137 | $34.8M | 0.16% | −315−0.7% | Reduced |
| Global X Japan Co., Ltd. | 48,594 | $35.1M | 1.29% | −30,913−38.9% | Reduced |
| D.A. Davidson & Co. | 48,872 | $35.3M | 0.20% | −10,369−17.5% | Reduced |
| Ascent Wealth Partners, LLC | 49,131 | $35.5M | 3.55% | +98+0.2% | Added |
| Boston Common Asset Management, LLC | 49,204 | $35.6M | 2.11% | +2,842+6.1% | Added |
| SFMG, LLC | 49,474 | $35.8M | 2.18% | −1,003−2.0% | Reduced |
| Marex Group plc | 49,498 | $35.8M | 0.27% | −300,522−85.9% | Reduced |
| Kentucky Retirement Systems | 50,082 | $36.2M | 0.90% | −49,337−49.6% | Reduced |
| Cantillon Capital Management LLC | 50,176 | $36.3M | 5.45% | −1,471,667−96.7% | Reduced |
| Banque Pictet & Cie SA | 50,506 | $36.4M | 0.37% | −2,907−5.4% | Reduced |
| Verition Fund Management LLC | 50,450 | $36.5M | 0.26% | −3,161−5.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 50,817 | $36.7M | 1.05% | −1,913−3.6% | Reduced |
| Smithbridge Asset Management Inc | 51,018 | $36.9M | 5.03% | −3,847−7.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 51,229 | $37.0M | 0.25% | +3,074+6.4% | Added |
| Talos Asset Management LP | 51,640 | $37.3M | 5.48% | +51,640 | New |
| EverSource Wealth Advisors, LLC | 51,878 | $37.5M | 1.27% | −4,215−7.5% | Reduced |
| Colonial Trust Advisors | 52,125 | $37.7M | 2.62% | −1,514−2.8% | Reduced |
| TCG Advisory Services, LLC | 52,157 | $37.7M | 0.69% | +3,307+6.8% | Added |
| Rathbone Brothers plc | 52,782 | $38.2M | 0.14% | −32,237−37.9% | Reduced |
| Jag Capital Management, LLC | 52,874 | $38.2M | 3.59% | −16,387−23.7% | Reduced |
| Allworth Financial LP | 52,923 | $38.3M | 0.16% | −5,402−9.3% | Reduced |
| Glenview Trust Co | 52,980 | $38.3M | 0.53% | +7,449+16.4% | Added |
| Greenwich Wealth Management LLC | 53,579 | $38.7M | 1.41% | −130.0% | Reduced |
| Nishkama Capital, LLC | 54,033 | $39.1M | 4.41% | −29,906−35.6% | Reduced |
| Zweig-DiMenna Associates LLC | 54,128 | $39.1M | 3.55% | −11,172−17.1% | Reduced |