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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 136,887 | $99.0M | 0.22% | −5,610−3.9% | Reduced |
| Pathstone Holdings, LLC | 137,484 | $99.5M | 0.29% | −2,465−1.8% | Reduced |
| NS Partners Ltd | 139,382 | $100.8M | 4.32% | +2,802+2.1% | Added |
| Wedge Capital Management L L P | 139,749 | $101.0M | 1.67% | −30,041−17.7% | Reduced |
| Norris Perne & French LLP | 139,995 | $101.2M | 4.32% | −38,726−21.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 140,466 | $101.6M | 1.44% | −1,987−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 140,817 | $101.8M | 0.88% | +12,368+9.6% | Added |
| Talbot Financial, LLC | 140,818 | $101.8M | 7.49% | −354−0.3% | Reduced |
| FIL Ltd | 141,640 | $102.4M | 0.07% | +9,463+7.2% | Added |
| Bragg Financial Advisors, Inc | 143,808 | $104.0M | 2.78% | −5,158−3.5% | Reduced |
| Penserra Capital Management LLC | 144,291 | $104.3M | 0.80% | −13,154−8.4% | Reduced |
| JustInvest LLC | 145,211 | $105.0M | 0.86% | +1,635+1.1% | Added |
| Rokos Capital Management LLP | 146,184 | $105.7M | 1.33% | +11,091+8.2% | Added |
| Artemis Investment Management LLP | 146,571 | $106.0M | 0.94% | −34,599−19.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 146,720 | $106.1M | 7.24% | −2,813−1.9% | Reduced |
| Broad Run Investment Management, LLC | 147,512 | $106.7M | 16.41% | −808−0.5% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 147,637 | $106.7M | 2.33% | +13,780+10.3% | Added |
| Groupe la Francaise | 147,703 | $106.9M | 1.31% | −7,195−4.6% | Reduced |
| Artisan Partners Limited Partnership | 149,573 | $108.1M | 0.18% | −91,537−38.0% | Reduced |
| USS Investment Management Ltd | 150,041 | $108.5M | 0.43% | +9,157+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 150,414 | $108.7M | 0.51% | −20,890−12.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 185,724 | $109.3M | 2.81% | +21,000+12.7% | Added |
| GWM Advisors LLC | 154,918 | $112.0M | 0.33% | +3,232+2.1% | Added |
| BCV Asset Management Inc. | 161,516 | $112.4M | 3.40% | −53,673−24.9% | Reduced |
| Amalgamated Bank | 163,810 | $118.4M | 0.82% | +4,140+2.6% | Added |
| Public Sector Pension Investment Board | 163,970 | $118.6M | 0.31% | −298,164−64.5% | Reduced |
| Employees Retirement System of Texas | 164,101 | $118.6M | 0.94% | +164,101 | New |
| Clark Capital Management Group, Inc. | 164,557 | $119.0M | 0.65% | −96,575−37.0% | Reduced |
| TCW Group Inc | 165,174 | $119.4M | 0.80% | −2,822−1.7% | Reduced |
| Jennison Associates LLC | 165,784 | $119.9M | 0.07% | −126,503−43.3% | Reduced |
| Balyasny Asset Management LLC | 166,354 | $120.3M | 0.22% | −616,992−78.8% | Reduced |
| Walleye Capital LLC | 167,815 | $121.3M | 0.58% | −107,771−39.1% | Reduced |
| Phoenix Holdings Ltd. | 171,592 | $123.8M | 0.85% | −98−0.1% | Reduced |
| Henshaw Capital LLC | 171,300 | $123.8M | 4.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 172,864 | $125.0M | 0.75% | +148,750+616.9% | Added |
| Zurich Insurance Group Ltd | 173,162 | $125.2M | 0.87% | +81,617+89.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 173,675 | $125.6M | 1.11% | −27,830−13.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 175,287 | $126.7M | 0.62% | −9,605−5.2% | Reduced |
| Maj Invest Holding A/S | 176,751 | $127.8M | 5.81% | −241,845−57.8% | Reduced |
| Zacks Investment Management | 177,938 | $128.6M | 0.91% | +2,919+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 181,284 | $130.8M | 0.54% | +12,027+7.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 181,875 | $131.5M | 1.09% | +11,347+6.7% | Added |
| IFM Investors Pty Ltd | 182,448 | $131.9M | 0.87% | +16,379+9.9% | Added |
| Ostrum Asset Management | 183,314 | $132.5M | 6.39% | −29,151−13.7% | Reduced |
| Banco Santander, S.A. | 185,274 | $134.0M | 0.83% | +130,598+238.9% | Added |
| J. Safra Sarasin Holding AG | 201,443 | $135.4M | 1.94% | +14,953+8.0% | Added |
| Country Trust Bank | 187,934 | $135.9M | 2.38% | −52,010−21.7% | Reduced |
| Lido Advisors, LLC | 188,967 | $136.6M | 0.49% | −7,103−3.6% | Reduced |
| Cartenna Capital, LP | 190,000 | $137.4M | 5.08% | +190,000 | New |
| Janney Montgomery Scott LLC | 190,753 | $137.9M | 0.27% | −33,159−14.8% | Reduced |
| Nomura Holdings Inc | 191,897 | $138.7M | 0.59% | +76,666+66.5% | Added |
| MML Investors Services, LLC | 194,573 | $140.7M | 0.29% | +6,271+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 195,905 | $141.6M | 0.88% | +1,912+1.0% | Added |
| DnB Asset Management AS | 199,163 | $144.0M | 0.40% | −50,602−20.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 199,874 | $144.5M | 2.54% | −14,274−6.7% | Reduced |
| Styrax Capital, LP | 200,000 | $144.6M | 9.53% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 205,377 | $148.4M | 2.19% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 205,592 | $148.6M | 0.49% | +204,656+21,865.0% | Added |
| Peapack Gladstone Financial Corp | 206,404 | $149.2M | 1.72% | −23,161−10.1% | Reduced |
| Flossbach Von Storch AG | 206,808 | $149.5M | 0.68% | −189,309−47.8% | Reduced |
| ASR Vermogensbeheer N.V. | 208,353 | $150.6M | 1.55% | −28,851−12.2% | Reduced |
| Woodline Partners LP | 208,863 | $151.0M | 0.47% | −357,338−63.1% | Reduced |
| Huntington National Bank | 211,092 | $152.6M | 0.74% | −5,658−2.6% | Reduced |
| MetLife Investment Management | 212,686 | $153.8M | 0.70% | +17,073+8.7% | Added |
| Argent Capital Management LLC | 213,780 | $154.6M | 4.88% | −20,236−8.6% | Reduced |
| QRG Capital Management, Inc. | 215,839 | $156.1M | 1.28% | +20,447+10.5% | Added |
| Cornerstone Investment Partners, LLC | 218,915 | $158.3M | 5.29% | −117,689−35.0% | Reduced |
| Analog Century Management LP | 219,615 | $158.8M | 5.81% | −59,379−21.3% | Reduced |
| Arizona State Retirement System | 220,211 | $159.2M | 0.80% | +2,958+1.4% | Added |
| State of Michigan Retirement System | 223,051 | $161.3M | 0.71% | −32,004−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 224,996 | $162.7M | 0.51% | −27,119−10.8% | Reduced |
| Czech National Bank | 225,892 | $163.3M | 0.89% | +9,726+4.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 229,095 | $165.6M | 0.74% | −290.0% | Reduced |
| Xponance, Inc. | 229,388 | $165.8M | 1.02% | +58,150+34.0% | Added |
| Beutel, Goodman & Co Ltd. | 231,052 | $167.1M | 1.23% | −213,714−48.1% | Reduced |
| Boston Trust Walden Corp | 231,137 | $167.1M | 1.27% | −53,466−18.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 231,212 | $167.2M | 1.25% | −83,100−26.4% | Reduced |
| EFG International AG | 233,059 | $168.6M | 3.09% | −1,271−0.5% | Reduced |
| Erste Asset Management GmbH | 247,188 | $169.3M | 1.32% | −19,215−7.2% | Reduced |
| AE Wealth Management LLC | 236,947 | $171.3M | 0.80% | +33,197+16.3% | Added |
| Whittier Trust Co | 289,640 | $171.7M | 1.69% | −759−0.3% | Reduced |
| Crestwood Advisors Group LLC | 240,264 | $173.7M | 2.58% | −44,727−15.7% | Reduced |
| Impax Asset Management Group plc | 242,832 | $175.6M | 1.14% | −16,770−6.5% | Reduced |
| Daiwa Securities Group Inc. | 246,380 | $178.1M | 0.40% | +28,475+13.1% | Added |
| Advisor Group Holdings, Inc. | 246,766 | $178.5M | 0.21% | +8,936+3.8% | Added |
| Grandfield & Dodd, LLC | 248,027 | $179.3M | 9.40% | −20,318−7.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 248,153 | $179.4M | 0.80% | −16,703−6.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 250,494 | $179.7M | 0.84% | −12,654−4.8% | Reduced |
| Dundas Partners LLP | 252,561 | $182.6M | 13.21% | −10,385−3.9% | Reduced |
| Ofi Invest Asset Management | 292,173 | $185.4M | 1.85% | −45,156−13.4% | Reduced |
| State of New Jersey Common Pension Fund D | 256,607 | $185.5M | 0.63% | −16,132−5.9% | Reduced |
| Manning & Napier Advisors LLC | 256,826 | $185.7M | 2.38% | −82,811−24.4% | Reduced |
| Commonwealth Equity Services, LLC | 260,004 | $188.0M | 0.24% | −7,837−2.9% | Reduced |
| Cerity Partners LLC | 260,363 | $188.2M | 0.23% | +23,703+10.0% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 261,950 | $189.4M | 1.93% | +261,950 | New |
| Los Angeles Capital Management LLC | 262,354 | $189.7M | 0.70% | −119,092−31.2% | Reduced |
| Qube Research & Technologies Ltd | 262,975 | $190.1M | 0.21% | −533,522−67.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 264,778 | $190.8M | 0.51% | +4,082+1.6% | Added |
| Earnest Partners LLC | 266,853 | $192.9M | 0.70% | −12,718−4.5% | Reduced |
| CBOE Vest Financial, LLC | 268,892 | $194.4M | 2.04% | −25,328−8.6% | Reduced |