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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 86,706 | $62.7M | 0.62% | −1,496−1.7% | Reduced |
| Candriam Luxembourg S.C.A. | 87,010 | $62.8M | 0.28% | +3,523+4.2% | Added |
| Fiera Capital Corp | 87,327 | $63.1M | 0.23% | −1,020−1.2% | Reduced |
| RMB Capital Management, LLC | 87,589 | $63.3M | 0.98% | −17,220−16.4% | Reduced |
| Night Owl Capital Management, LLC | 88,107 | $63.7M | 6.69% | +59,582+208.9% | Added |
| California First Leasing Corp | 88,236 | $63.8M | 13.54% | 00.0% | Unchanged |
| MAI Capital Management | 88,673 | $64.1M | 0.24% | +4,291+5.1% | Added |
| Illinois Municipal Retirement Fund | 90,591 | $65.5M | 0.74% | −7,731−7.9% | Reduced |
| Samlyn Capital, LLC | 90,762 | $65.6M | 1.09% | +90,762 | New |
| Guinness Asset Management LTD | 90,796 | $65.6M | 1.11% | −34,650−27.6% | Reduced |
| North Growth Management Ltd. | 91,000 | $65.8M | 8.43% | −20,000−18.0% | Reduced |
| Horizon Investments, LLC | 91,119 | $65.9M | 0.73% | +8,799+10.7% | Added |
| Louisiana State Employees Retirement System | 91,700 | $66.3M | 0.98% | −800−0.9% | Reduced |
| Clear Street Group Inc. | 91,490 | $66.4M | 0.21% | +91,490 | New |
| Intermede Investment Partners Ltd | 131,259 | $66.5M | 2.80% | −50,832−27.9% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 92,357 | $66.8M | 6.59% | +92,357 | New |
| Harbor Island Capital LLC | 92,498 | $66.9M | 17.81% | −25,564−21.7% | Reduced |
| Pinnacle Associates Ltd | 92,679 | $67.0M | 0.73% | −2,171−2.3% | Reduced |
| Brown Advisory Inc | 92,825 | $67.1M | 0.10% | −10,659−10.3% | Reduced |
| Blackstone Group Inc. | 94,247 | $68.1M | 0.22% | −154,504−62.1% | Reduced |
| iA Global Asset Management Inc. | 94,397 | $68.2M | 0.81% | −9,729−9.3% | Reduced |
| Kestra Advisory Services, LLC | 94,682 | $68.5M | 0.22% | −18,466−16.3% | Reduced |
| Midwest Trust Co | 95,762 | $69.2M | 0.78% | −2,581−2.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 96,308 | $69.6M | 1.25% | −400.0% | Reduced |
| Cresset Asset Management, LLC | 96,887 | $70.0M | 0.26% | +4,390+4.7% | Added |
| Oregon Public Employees Retirement Fund | 97,566 | $70.5M | 0.76% | +6,660+7.3% | Added |
| Maple Capital Management, Inc. | 98,094 | $70.9M | 4.21% | −835−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 98,626 | $71.3M | 2.36% | +15,895+19.2% | Added |
| ABN AMRO Bank N.V. | 99,652 | $71.9M | 0.93% | +11,532+13.1% | Added |
| Hancock Whitney Corp | 99,944 | $72.3M | 1.20% | −5,361−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 100,232 | $72.5M | 0.25% | −1,828−1.8% | Reduced |
| Pinebridge Investments LLC | 100,567 | $72.7M | 0.60% | +12,610+14.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 101,268 | $73.2M | 0.14% | +52,290+106.8% | Added |
| Lountzis Asset Management, LLC | 101,308 | $73.2M | 23.17% | −17,705−14.9% | Reduced |
| Cardinal Capital Management, Inc. | 101,688 | $73.5M | 1.78% | −85,994−45.8% | Reduced |
| Milford Funds Ltd | 102,084 | $73.8M | 1.20% | +22,539+28.3% | Added |
| Shelton Capital Management | 102,149 | $73.9M | 1.37% | +3,085+3.1% | Added |
| Davis Selected Advisers | 102,521 | $74.1M | 0.32% | −1,094,581−91.4% | Reduced |
| Aureus Asset Management, LLC | 104,403 | $75.5M | 4.59% | −65,022−38.4% | Reduced |
| Elo Mutual Pension Insurance Co | 104,620 | $75.6M | 0.97% | +14,104+15.6% | Added |
| Alyeska Investment Group, L.P. | 104,742 | $75.7M | 0.19% | +104,742 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 105,000 | $75.9M | 0.50% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 105,987 | $76.6M | 3.39% | +8,073+8.2% | Added |
| CORDA Investment Management, LLC. | 107,018 | $77.4M | 4.75% | −1,403−1.3% | Reduced |
| Ieq Capital, LLC | 107,507 | $77.7M | 0.36% | +2,292+2.2% | Added |
| Managed Asset Portfolios, LLC | 107,629 | $77.8M | 8.89% | −693−0.6% | Reduced |
| McGuire Investment Group, LLC | 108,139 | $78.2M | 6.85% | −299−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 120,779 | $78.5M | 0.21% | +17,980+17.5% | Added |
| Guyasuta Investment Advisors Inc | 109,153 | $78.9M | 4.08% | −4,512−4.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 109,202 | $79.0M | 5.50% | −116,627−51.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 109,577 | $79.2M | 0.40% | −13,562−11.0% | Reduced |
| Larson Financial Group LLC | 109,748 | $79.3M | 2.09% | −5,978−5.2% | Reduced |
| Groupama Asset Managment | 114,347 | $79.6M | 1.00% | +108,752+1,943.7% | Added |
| Profund Advisors LLC | 110,290 | $79.7M | 2.19% | +14,498+15.1% | Added |
| OP Asset Management Ltd | 110,481 | $79.9M | 0.85% | +8,260+8.1% | Added |
| Aristotle Atlantic Partners, LLC | 111,309 | $80.5M | 3.34% | +14,333+14.8% | Added |
| Kingsview Wealth Management, LLC | 111,588 | $80.7M | 0.98% | +94,889+568.2% | Added |
| Cohen Capital Management, Inc. | 111,621 | $80.7M | 10.97% | −360−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 111,680 | $80.7M | 1.62% | −53,973−32.6% | Reduced |
| CapitalatWork S.A. | 112,875 | $81.6M | 2.05% | −117,589−51.0% | Reduced |
| E Fund Management Co., Ltd. | 113,843 | $82.3M | 1.85% | +60,951+115.2% | Added |
| Federation des caisses Desjardins du Quebec | 114,072 | $82.5M | 0.25% | +63,483+125.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 114,103 | $82.5M | 0.56% | +13,537+13.5% | Added |
| Ethic Inc. | 114,400 | $82.7M | 1.03% | +6,083+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 114,610 | $82.9M | 0.56% | −7,860−6.4% | Reduced |
| DJE Kapital AG | 112,342 | $83.1M | 1.57% | −21,632−16.1% | Reduced |
| Hamilton Capital Partners Inc. | 115,628 | $83.6M | 2.43% | +820+0.7% | Added |
| Keybank National Association | 116,250 | $84.0M | 0.28% | +3,086+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 116,721 | $84.4M | 0.58% | +2,522+2.2% | Added |
| Empowered Funds, LLC | 117,109 | $84.7M | 0.45% | −8,656−6.9% | Reduced |
| La Banque Postale Asset Management SA | 118,355 | $85.6M | 0.86% | +65,846+125.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 118,911 | $86.0M | 0.64% | −3,139−2.6% | Reduced |
| British Columbia Investment Management Corp | 118,923 | $86.0M | 0.54% | +9,639+8.8% | Added |
| Baker Avenue Asset Management, LP | 119,071 | $86.1M | 1.64% | −884−0.7% | Reduced |
| Trust Co of Vermont | 119,735 | $86.6M | 3.23% | +119,735 | New |
| Utah Retirement Systems | 120,367 | $87.0M | 0.83% | −8,611−6.7% | Reduced |
| Sit Investment Associates Inc | 121,592 | $87.9M | 1.66% | −3,265−2.6% | Reduced |
| Moore Capital Management, LP | 122,220 | $88.4M | 2.01% | +23,427+23.7% | Added |
| Mission Wealth Management, LP | 123,042 | $89.0M | 1.11% | +75,281+157.6% | Added |
| Defiance ETFs, LLC | 137,176 | $89.3M | 1.24% | −18,373−11.8% | Reduced |
| Pacer Advisors, Inc. | 123,658 | $89.4M | 0.23% | +41,813+51.1% | Added |
| NewEdge Wealth, LLC | 123,853 | $89.5M | 0.90% | +7,609+6.5% | Added |
| Mediolanum International Funds Ltd | 129,428 | $89.9M | 0.77% | +424+0.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 125,930 | $91.0M | 2.73% | −39,796−24.0% | Reduced |
| Blue Sparrow, LLC | 126,002 | $91.1M | 0.88% | +85,810+213.5% | Added |
| Andra AP-fonden | 126,229 | $91.3M | 1.05% | +32,340+34.4% | Added |
| Ossiam | 127,423 | $92.1M | 1.22% | −59,786−31.9% | Reduced |
| Jefferies Financial Group Inc. | 127,897 | $92.5M | 0.85% | +291+0.2% | Added |
| Fideuram Asset Management (Ireland) dac | 191,103 | $92.8M | 1.80% | +164,167+609.5% | Added |
| Vinva Investment Management Ltd | 135,003 | $93.8M | 0.63% | +29,057+27.4% | Added |
| New York Life Investment Management LLC | 130,731 | $94.5M | 0.66% | +3,709+2.9% | Added |
| Busey Wealth Management | 131,046 | $94.7M | 2.30% | −41,563−24.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 131,067 | $94.8M | 6.04% | −36,642−21.8% | Reduced |
| Baird Financial Group, Inc. | 132,402 | $95.7M | 0.13% | −1,774−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 134,482 | $97.2M | 0.52% | −22,100−14.1% | Reduced |
| Wealthfront Advisers LLC | 134,717 | $97.4M | 0.19% | +4,135+3.2% | Added |
| Macquarie Group Ltd | 134,944 | $97.6M | 0.42% | +41,711+44.7% | Added |
| Gotham Asset Management, LLC | 135,167 | $97.7M | 0.23% | −25,467−15.9% | Reduced |
| Silvercrest Asset Management Group LLC | 135,469 | $97.9M | 0.64% | −35,718−20.9% | Reduced |
| Captrust Financial Advisors | 136,092 | $98.4M | 0.15% | +33,990+33.3% | Added |