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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 54,146 | $39.1M | 0.16% | +19,577+56.6% | Added |
| Capital Investment Advisors, LLC | 54,270 | $39.2M | 0.52% | +768+1.4% | Added |
| Four Tree Island Advisory LLC | 54,300 | $39.3M | 12.95% | −3,458−6.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 54,751 | $39.6M | 0.71% | +1,403+2.6% | Added |
| Sequoia Financial Advisors, LLC | 54,921 | $39.7M | 0.20% | +3,814+7.5% | Added |
| Summit Partners Public Asset Management, LLC | 55,000 | $39.8M | 1.03% | +55,000 | New |
| Flputnam Investment Management Co | 55,311 | $40.0M | 0.48% | +10,637+23.8% | Added |
| Summit Financial, LLC | 55,314 | $40.0M | 0.44% | +1,012+1.9% | Added |
| Cambiar Investors LLC | 55,507 | $40.1M | 1.74% | −92,551−62.5% | Reduced |
| Engineers Gate Manager LP | 55,510 | $40.1M | 0.52% | −31,299−36.1% | Reduced |
| Saudi Central Bank | 55,553 | $40.2M | 0.53% | +26,285+89.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 55,967 | $40.5M | 0.13% | −2,772−4.7% | Reduced |
| Covea Finance | 56,109 | $40.6M | 1.28% | −15,591−21.7% | Reduced |
| First Citizens Bank & Trust Co | 57,637 | $41.7M | 0.62% | −26,028−31.1% | Reduced |
| Freestone Capital Holdings, LLC | 57,713 | $41.7M | 1.09% | −289−0.5% | Reduced |
| Advisory Services Network, LLC | 57,726 | $41.7M | 0.48% | −4,964−7.9% | Reduced |
| Brookstone Capital Management | 57,769 | $41.8M | 0.42% | −29,282−33.6% | Reduced |
| Virtu Financial LLC | 58,503 | $42.3M | 1.33% | +58,503 | New |
| ProVise Management Group, LLC | 58,658 | $42.4M | 2.84% | −917−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 58,680 | $42.4M | 0.42% | +1,484+2.6% | Added |
| Jacobs & Co | 58,701 | $42.4M | 3.64% | −4,583−7.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 65,311 | $42.5M | 0.07% | −1,197−1.8% | Reduced |
| Laird Norton Trust Company, LLC | 58,978 | $42.6M | 0.82% | +240.0% | Added |
| Intech Investment Management LLC | 59,164 | $42.8M | 0.39% | +20,964+54.9% | Added |
| SummitTX Capital, L.P. | 59,729 | $43.2M | 1.14% | −2,333−3.8% | Reduced |
| Rheos Capital Works Inc. | 60,000 | $43.4M | 2.47% | −40,000−40.0% | Reduced |
| WoodTrust Financial Corp | 60,159 | $43.5M | 5.17% | −5,664−8.6% | Reduced |
| Holderness Investments Co | 60,522 | $43.8M | 7.30% | −483−0.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 61,132 | $44.2M | 4.58% | −434−0.7% | Reduced |
| LMCG Investments, LLC | 61,133 | $44.2M | 2.37% | −12,631−17.1% | Reduced |
| Trillium Asset Management, LLC | 61,218 | $44.3M | 1.36% | −53,583−46.7% | Reduced |
| Callahan Advisors, LLC | 61,228 | $44.3M | 3.34% | −5,887−8.8% | Reduced |
| Trans-Canada Capital Inc. | 61,338 | $44.3M | 2.46% | +61,338 | New |
| Gulf International Bank (UK) Ltd | 61,689 | $44.6M | 0.88% | +396+0.6% | Added |
| Polymer Capital Management (HK) LTD | 61,986 | $44.8M | 4.55% | +58,630+1,747.0% | Added |
| Mizuho Securities USA LLC | 62,131 | $44.9M | 0.73% | +14,147+29.5% | Added |
| Grimes & Company, Inc. | 62,818 | $45.4M | 0.98% | −375−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 62,962 | $45.5M | 0.22% | −24,026−27.6% | Reduced |
| Merit Financial Group, LLC | 63,218 | $45.7M | 0.28% | +23,962+61.0% | Added |
| Aptus Capital Advisors, LLC | 63,899 | $46.2M | 0.34% | 00.0% | Unchanged |
| Commerce Bank | 64,337 | $46.5M | 0.20% | +1,241+2.0% | Added |
| E20 Capital Ltd | 64,978 | $47.0M | 3.79% | +64,978 | New |
| Senator Investment Group LP | 65,000 | $47.0M | 1.72% | 00.0% | Unchanged |
| Glenview Capital Management, LLC | 65,201 | $47.1M | 0.94% | −132,008−66.9% | Reduced |
| LVM Capital Management Ltd | 65,908 | $47.7M | 3.99% | −4,508−6.4% | Reduced |
| EP Wealth Advisors, LLC | 66,386 | $48.0M | 0.18% | +7,650+13.0% | Added |
| We Are One Seven, LLC | 66,913 | $48.4M | 0.80% | +1,471+2.2% | Added |
| Kempen Capital Management N.V. | 67,347 | $48.7M | 0.37% | −109−0.2% | Reduced |
| Fairview Capital Investment Management, LLC | 67,548 | $48.8M | 2.58% | −4,725−6.5% | Reduced |
| BNP Paribas | 68,524 | $49.1M | 1.33% | −116,271−62.9% | Reduced |
| Maytus Capital Management, LLC | 68,081 | $49.2M | 7.74% | −31,794−31.8% | Reduced |
| Capital Investment Counsel, Inc | 68,157 | $49.3M | 5.30% | −1,138−1.6% | Reduced |
| South Dakota Investment Council | 69,528 | $50.3M | 0.86% | −11,505−14.2% | Reduced |
| Value Aligned Research Advisors, LLC | 69,591 | $50.3M | 0.30% | −662,113−90.5% | Reduced |
| BLI - Banque de Luxembourg Investments | 72,506 | $50.5M | 1.78% | −14,236−16.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 70,096 | $50.7M | 1.18% | +33,875+93.5% | Added |
| Gabelli Funds LLC | 70,300 | $50.8M | 0.32% | −2,000−2.8% | Reduced |
| Harvest Portfolios Group Inc. | 70,301 | $50.8M | 0.72% | −6,652−8.6% | Reduced |
| Sava Infond d.o.o. | 70,530 | $51.0M | 3.62% | +31,065+78.7% | Added |
| Cantor Fitzgerald, L. P. | 70,550 | $51.0M | 0.98% | +70,550 | New |
| Prospera Financial Services Inc | 70,875 | $51.3M | 0.74% | −1,078−1.5% | Reduced |
| Prudential PLC | 71,431 | $51.6M | 0.37% | +4,637+6.9% | Added |
| Bokf, NA | 71,988 | $52.0M | 0.72% | −160−0.2% | Reduced |
| Renaissance Group LLC | 72,843 | $52.7M | 2.14% | −36,774−33.5% | Reduced |
| Brinker Capital Investments, LLC | 74,515 | $53.9M | 0.41% | +13,338+21.8% | Added |
| Generali Asset Management SPA SGR | 74,898 | $54.2M | 0.98% | +3,335+4.7% | Added |
| Calamos Wealth Management LLC | 74,919 | $54.2M | 1.65% | +5,400+7.8% | Added |
| LGT Group Foundation | 74,974 | $54.2M | 0.61% | −8,865−10.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,567 | $54.6M | 1.88% | −640−0.8% | Reduced |
| Investment Management Corp of Ontario | 75,569 | $54.6M | 0.69% | −6,080−7.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 76,903 | $55.6M | 2.06% | +76,903 | New |
| Eastern Bank | 76,969 | $55.6M | 0.85% | −4,085−5.0% | Reduced |
| Stanley Capital Management, LLC | 77,800 | $56.2M | 7.46% | −21,000−21.3% | Reduced |
| Compagnie Lombard Odier SCmA | 78,035 | $56.4M | 0.61% | +78,035 | New |
| Hemenway Trust Co LLC | 78,041 | $56.4M | 3.94% | +1,119+1.5% | Added |
| CCM Investment Advisers LLC | 78,360 | $56.7M | 4.38% | −6,172−7.3% | Reduced |
| Zevenbergen Capital Investments LLC | 78,800 | $57.0M | 1.30% | 00.0% | Unchanged |
| Avanza Fonder AB | 78,803 | $57.0M | 1.24% | +348+0.4% | Added |
| Yousif Capital Management, LLC | 79,018 | $57.1M | 0.64% | −7,175−8.3% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 79,032 | $57.1M | 1.29% | −259,133−76.6% | Reduced |
| Norinchukin Bank, The | 79,045 | $57.1M | 0.56% | +1,227+1.6% | Added |
| Carmel Capital Management L.L.C. | 79,258 | $57.3M | 12.56% | −9,590−10.8% | Reduced |
| TIAA Wealth Investment Management LLC | 79,774 | $57.7M | 0.39% | −6,143−7.1% | Reduced |
| Blair William & Co | 79,958 | $57.8M | 0.15% | +762+1.0% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 80,175 | $58.0M | 0.93% | +1,269+1.6% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,404 | $58.1M | 3.18% | −4,333−5.1% | Reduced |
| Osterweis Capital Management Inc | 81,318 | $58.8M | 2.77% | −60,814−42.8% | Reduced |
| Omers Administration Corp | 81,819 | $59.2M | 0.35% | +9,822+13.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 82,648 | $59.8M | 1.05% | −100−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 82,740 | $59.8M | 0.30% | +38,307+86.2% | Added |
| Allstate Corp | 83,122 | $60.1M | 0.60% | +1,282+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 83,302 | $60.2M | 0.16% | +396+0.5% | Added |
| Alta Park Capital, LP | 83,541 | $60.4M | 5.60% | −17,969−17.7% | Reduced |
| Applied Finance Capital Management, LLC | 83,758 | $60.6M | 4.51% | −45,385−35.1% | Reduced |
| Vident Advisory, LLC | 83,854 | $60.6M | 0.45% | +15,891+23.4% | Added |
| Steel Peak Wealth Management LLC | 84,338 | $61.0M | 1.60% | −15,904−15.9% | Reduced |
| Mutual of America Capital Management LLC | 85,201 | $61.6M | 0.60% | −2,705−3.1% | Reduced |
| First Nebraska Trust Co | 86,058 | $62.2M | 5.03% | −216−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 86,486 | $62.5M | 2.32% | −14,402−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 86,568 | $62.6M | 0.33% | −120,812−58.3% | Reduced |