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 |
|---|---|---|---|---|---|
| Findlay Park Partners LLP | 277,860 | $200.9M | 2.71% | +121,060+77.2% | Added |
| Munro Partners | 278,565 | $201.4M | 4.58% | +278,565 | New |
| Cetera Investment Advisers | 278,847 | $201.6M | 0.18% | −5,003−1.8% | Reduced |
| Tredje AP-fonden | 278,914 | $201.7M | 0.91% | +47,086+20.3% | Added |
| Nykredit A/S | 279,075 | $201.8M | 0.77% | +279,075 | New |
| CI Private Wealth, LLC | 280,199 | $202.6M | 0.28% | −40,469−12.6% | Reduced |
| Toronto Dominion Bank | 280,436 | $202.8M | 0.34% | −90,582−24.4% | Reduced |
| Anther Capital Ltd | 284,335 | $205.6M | 5.26% | −173,822−37.9% | Reduced |
| State of Tennessee, Treasury Department | 284,484 | $205.7M | 0.61% | −22,867−7.4% | Reduced |
| STRS Ohio | 285,901 | $206.7M | 0.77% | −6,242−2.1% | Reduced |
| Mercer Global Advisors Inc | 286,104 | $206.9M | 0.26% | +7,740+2.8% | Added |
| Swiss Life Asset Management Ltd | 288,215 | $208.4M | 0.86% | −5,795−2.0% | Reduced |
| Bridgewater Associates, LP | 291,426 | $210.7M | 0.86% | −268,492−48.0% | Reduced |
| M&T Bank Corp | 294,579 | $213.0M | 0.62% | −749−0.3% | Reduced |
| MUFG Securities EMEA plc | 300,731 | $217.4M | 2.28% | +7,744+2.6% | Added |
| Truist Financial Corp | 301,109 | $217.7M | 0.26% | +6,580+2.2% | Added |
| Tocqueville Asset Management L.P. | 302,050 | $218.4M | 2.89% | −34,047−10.1% | Reduced |
| Calamos Advisors LLC | 303,395 | $219.4M | 0.80% | −3,695−1.2% | Reduced |
| Toroso Investments, LLC | 303,872 | $219.7M | 0.53% | −7,327−2.4% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $229.6M | 6.17% | 00.0% | Unchanged |
| Millennium Management LLC | 319,450 | $231.0M | 0.16% | −569,457−64.1% | Reduced |
| Federated Hermes, Inc. | 320,894 | $232.0M | 0.33% | +226,465+239.8% | Added |
| Capital Advisors Inc | 324,097 | $234.3M | 3.45% | −51,902−13.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 324,124 | $234.3M | 0.45% | −75,650−18.9% | Reduced |
| Life Cycle Investment Partners Ltd | 326,412 | $236.0M | 1.10% | +13,549+4.3% | Added |
| Raiffeisen Bank International AG | 340,187 | $236.4M | 2.78% | −43,037−11.2% | Reduced |
| Public Employees Retirement System of Ohio | 330,445 | $238.9M | 0.70% | −15,886−4.6% | Reduced |
| Glenmede Trust Co NA | 335,477 | $242.5M | 1.07% | −55,288−14.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 335,830 | $242.8M | 1.06% | +194,482+137.6% | Added |
| Teacher Retirement System of Texas | 342,976 | $248.0M | 0.67% | +35,672+11.6% | Added |
| Jane Street Group, LLC | 348,550 | $252.0M | 0.16% | −843,728−70.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 351,313 | $254.0M | 1.62% | −53,687−13.3% | Reduced |
| EdgePoint Investment Group Inc. | 360,862 | $260.9M | 1.97% | −616,900−63.1% | Reduced |
| Actiam N.V. | 362,421 | $262.0M | 2.02% | −19,886−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 816,742 | $262.9M | 0.44% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 363,875 | $263.1M | 4.56% | −80,156−18.1% | Reduced |
| Holocene Advisors, LP | 369,894 | $267.4M | 0.61% | −330,781−47.2% | Reduced |
| Asset Management One Co.,Ltd. | 370,282 | $267.7M | 0.69% | +30,441+9.0% | Added |
| WT Asset Management Ltd | 371,798 | $268.8M | 5.32% | +371,798 | New |
| GF Fund Management Co. Ltd. | 374,268 | $270.6M | 3.25% | +137,708+58.2% | Added |
| Vontobel Holding Ltd. | 376,030 | $271.9M | 0.91% | −17,316−4.4% | Reduced |
| Nomura Asset Management International Inc. | 376,095 | $271.9M | 0.41% | −162,252−30.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 376,698 | $272.4M | 1.30% | +43,840+13.2% | Added |
| Assetmark, Inc | 383,415 | $277.2M | 0.48% | +12,934+3.5% | Added |
| CIBC Asset Management Inc | 385,950 | $278.8M | 0.61% | −1,804−0.5% | Reduced |
| Ci Investments Inc. | 390,360 | $282.2M | 0.91% | +284,839+269.9% | Added |
| KLP Kapitalforvaltning AS | 391,701 | $283.2M | 0.91% | +27,560+7.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 394,679 | $285.4M | 0.74% | −17,893−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 396,944 | $287.0M | 0.18% | −612,674−60.7% | Reduced |
| Castle Hook Partners LP | 401,956 | $290.6M | 3.11% | −118,625−22.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 406,013 | $293.5M | 0.73% | +10,405+2.6% | Added |
| Panagora Asset Management Inc | 410,126 | $296.5M | 0.91% | +178,215+76.8% | Added |
| Colony Group, LLC | 412,982 | $298.7M | 0.31% | −65,873−13.8% | Reduced |
| Guggenheim Capital LLC | 418,212 | $302.4M | 1.96% | +2,694+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 418,601 | $302.6M | 2.40% | −7,408−1.7% | Reduced |
| Abn Amro Investment Solutions | 418,651 | $302.7M | 2.62% | −19,741−4.5% | Reduced |
| State of Wisconsin Investment Board | 423,289 | $306.0M | 0.62% | −7,170−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 700,511 | $312.7M | 0.52% | +405,497+137.5% | Added |
| Northwestern Mutual Wealth Management Co | 433,796 | $313.6M | 0.17% | −20,874−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 439,457 | $317.7M | 0.49% | +3,054+0.7% | Added |
| Fisher Asset Management, LLC | 440,384 | $318.4M | 0.09% | +18,329+4.3% | Added |
| Fort Washington Investment Advisors Inc | 445,286 | $321.9M | 1.62% | −370.0% | Reduced |
| Man Group plc | 445,289 | $321.9M | 0.59% | −93,525−17.4% | Reduced |
| HighTower Advisors, LLC | 446,525 | $322.8M | 0.31% | −18,672−4.0% | Reduced |
| Thrivent Financial for Lutherans | 449,455 | $324.9M | 0.55% | +351,070+356.8% | Added |
| SEB Asset Management AB | 451,702 | $326.6M | 1.23% | −60,417−11.8% | Reduced |
| Treasurer of the State of North Carolina | 458,159 | $331.2M | 0.85% | −48,540−9.6% | Reduced |
| Royal London Asset Management Ltd | 460,003 | $332.6M | 0.61% | −18,930−4.0% | Reduced |
| Epoch Investment Partners, Inc. | 460,151 | $332.7M | 1.89% | −199,538−30.2% | Reduced |
| Handelsbanken Fonder AB | 462,685 | $334.5M | 0.95% | +105,776+29.6% | Added |
| Retirement Systems of Alabama | 465,079 | $336.3M | 1.01% | −1,834−0.4% | Reduced |
| Nissay Asset Management Corp | 472,454 | $341.6M | 1.44% | +22,096+4.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 490,168 | $354.4M | 0.78% | +6,799+1.4% | Added |
| UniSuper Management Pty Ltd | 491,182 | $355.1M | 1.84% | +64,490+15.1% | Added |
| Danske Bank A/S | 497,094 | $359.4M | 0.72% | +5,902+1.2% | Added |
| William Blair Investment Management, LLC | 497,946 | $360.0M | 1.08% | +463,006+1,325.1% | Added |
| SEI Investments Co | 505,531 | $365.5M | 0.32% | −149,360−22.8% | Reduced |
| Storebrand Asset Management AS | 509,329 | $368.2M | 0.91% | −12,333−2.4% | Reduced |
| CIBC Bancorp USA Inc. | 513,288 | $371.0M | 0.46% | +251,399+96.0% | Added |
| Quantinno Capital Management LP | 514,748 | $372.2M | 0.45% | +42,782+9.1% | Added |
| Lazard Asset Management LLC | 515,888 | $373.0M | 0.56% | −28,418−5.2% | Reduced |
| 1832 Asset Management L.P. | 518,623 | $375.0M | 0.46% | −288,465−35.7% | Reduced |
| Egerton Capital (UK) LLP | 521,065 | $376.7M | 3.64% | +521,065 | New |
| Jones Financial Companies LLLP | 611,771 | $384.5M | 0.15% | +146,353+31.4% | Added |
| Assenagon Asset Management S.A. | 532,010 | $384.6M | 0.50% | −1,183,232−69.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 546,348 | $393.1M | 0.47% | −105,936−16.2% | Reduced |
| Abrams Bison Investments, LLC | 552,000 | $399.1M | 19.48% | −152,000−21.6% | Reduced |
| Jericho Capital Asset Management L.P. | 553,927 | $400.5M | 3.31% | −350,428−38.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 561,108 | $405.7M | 1.03% | +69,603+14.2% | Added |
| Adage Capital Partners GP, L.L.C. | 567,726 | $410.5M | 0.58% | −98,300−14.8% | Reduced |
| US Bancorp | 570,378 | $412.4M | 0.45% | +700+0.1% | Added |
| National Bank of Canada | 575,240 | $415.9M | 0.36% | −593,231−50.8% | Reduced |
| Marshall Wace, LLP | 579,156 | $418.7M | 0.35% | −539,136−48.2% | Reduced |
| Korea Investment CORP | 580,859 | $420.0M | 0.80% | −39,242−6.3% | Reduced |
| CIBC World Markets Inc. | 592,211 | $428.2M | 0.72% | +337,271+132.3% | Added |
| The PNC Financial Services Group, Inc. | 599,348 | $433.3M | 0.21% | +31,744+5.6% | Added |
| Blue Whale Capital LLP | 599,538 | $433.5M | 13.75% | +599,538 | New |
| Point72 Asset Management, L.P. | 599,984 | $433.8M | 0.66% | −1,117,138−65.1% | Reduced |
| NEOS Investment Management LLC | 605,023 | $437.4M | 1.61% | +54,923+10.0% | Added |
| APG Asset Management N.V. | 695,240 | $439.7M | 1.08% | +180,741+35.1% | Added |