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 3 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: 29 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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 617,517 | $446.5M | 0.82% | −14,245−2.3% | Reduced |
| Susquehanna International Group, LLP | 619,519 | $447.9M | 0.40% | +211,742+51.9% | Added |
| Schroder Investment Management Group | 644,987 | $448.0M | 0.32% | −1,510−0.2% | Reduced |
| Mariner, LLC | 649,877 | $469.7M | 0.49% | +147,780+29.4% | Added |
| Brown Brothers Harriman & Co | 667,312 | $482.5M | 2.12% | −211,777−24.1% | Reduced |
| Creative Planning | 667,761 | $482.8M | 0.28% | +33,123+5.2% | Added |
| LSV Asset Management | 677,323 | $489.7M | 0.89% | −3,753−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 682,788 | $493.7M | 0.82% | −13,977−2.0% | Reduced |
| Stifel Financial Corp | 688,877 | $498.1M | 0.41% | −25,980−3.6% | Reduced |
| Mackenzie Financial Corp | 713,175 | $515.6M | 0.52% | +71,162+11.1% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 735,500 | $531.8M | 2.24% | −139,900−16.0% | Reduced |
| Credit Agricole S A | 735,946 | $532.1M | 1.35% | −147,304−16.7% | Reduced |
| Standard Life Aberdeen plc | 748,775 | $541.4M | 0.76% | +6,576+0.9% | Added |
| ING Groep NV | 752,018 | $543.7M | 2.66% | +484,081+180.7% | Added |
| Fifth Third Bancorp | 753,434 | $544.7M | 0.88% | +111,606+17.4% | Added |
| AQR Capital Management LLC | 818,832 | $592.0M | 0.21% | +328,215+66.9% | Added |
| New York State Common Retirement Fund | 847,919 | $613.0M | 0.77% | −56,173−6.2% | Reduced |
| Aviva PLC | 850,706 | $615.1M | 0.91% | +136,397+19.1% | Added |
| Agf Management Ltd | 852,219 | $616.2M | 2.39% | −16,945−1.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 874,439 | $625.9M | 0.96% | −41,102−4.5% | Reduced |
| Menora Mivtachim Holdings Ltd. | 874,054 | $631.9M | 2.47% | −282,200−24.4% | Reduced |
| TD Asset Management Inc | 877,158 | $634.2M | 0.55% | −222,581−20.2% | Reduced |
| Employees Provident Fund Board | 878,803 | $635.4M | 3.65% | +21,452+2.5% | Added |
| Manufacturers Life Insurance Company, The | 910,031 | $657.9M | 0.51% | −11,933−1.3% | Reduced |
| Prudential Financial Inc | 912,379 | $659.7M | 0.72% | +147,767+19.3% | Added |
| LPL Financial LLC | 916,507 | $662.6M | 0.15% | +52,707+6.1% | Added |
| Ensign Peak Advisors, Inc | 930,145 | $672.5M | 1.11% | −190,576−17.0% | Reduced |
| ProShare Advisors LLC | 970,792 | $701.9M | 1.02% | −275,604−22.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 975,112 | $705.0M | 1.34% | +189,775+24.2% | Added |
| Envestnet Asset Management Inc | 987,556 | $714.0M | 0.17% | −10,137−1.0% | Reduced |
| Natixis Advisors, L.P. | 990,105 | $715.8M | 0.80% | +147,357+17.5% | Added |
| Principal Financial Group Inc | 1,008,591 | $729.2M | 0.36% | +28,982+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,030,429 | $745.0M | 1.06% | +573,445+125.5% | Added |
| Squarepoint Ops LLC | 1,037,833 | $750.4M | 1.46% | +708,927+215.5% | Added |
| Primecap Management Co | 1,042,926 | $754.0M | 0.45% | −131,200−11.2% | Reduced |
| Bank of Montreal | 1,059,621 | $766.1M | 0.28% | +138,364+15.0% | Added |
| Wellington Management Group LLP | 1,061,899 | $767.8M | 0.13% | +704,629+197.2% | Added |
| Citadel Advisors LLC | 1,080,951 | $781.5M | 0.45% | −209,601−16.2% | Reduced |
| Bank of Nova Scotia | 1,106,526 | $800.0M | 1.21% | +225,916+25.7% | Added |
| Neuberger Berman Group LLC | 1,171,023 | $844.2M | 0.56% | +150,469+14.7% | Added |
| California State Teachers Retirement System | 1,203,586 | $870.2M | 0.80% | −20,712−1.7% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,207,737 | $873.2M | 5.34% | +1,207,737 | New |
| Caisse de Depot Et Placement du Quebec | 1,224,807 | $885.5M | 1.26% | −41,516−3.3% | Reduced |
| First Manhattan Co | 1,240,454 | $896.8M | 2.29% | −264,971−17.6% | Reduced |
| KBC Group NV | 1,249,386 | $903.3M | 1.95% | +889,623+247.3% | Added |
| Great West Life Assurance Co | 1,265,620 | $913.7M | 1.46% | −54,980−4.2% | Reduced |
| Russell Investments Group, Ltd. | 1,274,698 | $915.3M | 0.80% | +23,366+1.9% | Added |
| Nomura Asset Management Co Ltd | 1,269,847 | $918.1M | 1.96% | +72,669+6.1% | Added |
| Raymond James Financial Inc | 1,343,194 | $971.1M | 0.26% | −52,995−3.8% | Reduced |
| Rhumbline Advisers | 1,419,788 | $1.03B | 0.77% | +29,803+2.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,495,836 | $1.07B | 2.78% | +320,132+27.2% | Added |
| Bessemer Group Inc | 1,495,970 | $1.08B | 1.49% | +279,597+23.0% | Added |
| Alkeon Capital Management LLC | 1,504,800 | $1.09B | 4.20% | +1,504,800 | New |
| Massachusetts Financial Services Co | 1,522,200 | $1.11B | 0.35% | +340,362+28.8% | Added |
| Vanguard Asset Management, Ltd | 1,547,641 | $1.12B | 0.76% | +169,673+12.3% | Added |
| Victory Capital Management Inc | 1,569,763 | $1.13B | 0.64% | −16,352−1.0% | Reduced |
| Voya Investment Management LLC | 1,630,815 | $1.18B | 1.02% | −238,996−12.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,632,210 | $1.18B | 4.92% | −24,690−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,682,457 | $1.22B | 0.64% | −392,216−18.9% | Reduced |
| Vanguard Global Advisers, LLC | 1,715,723 | $1.24B | 0.58% | −24,147−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,807,675 | $1.31B | 1.31% | +204,007+12.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,884,226 | $1.36B | 0.78% | +17,713+0.9% | Added |
| Capital International Investors | 1,898,077 | $1.37B | 0.28% | −361,114−16.0% | Reduced |
| Rafferty Asset Management, LLC | 1,931,172 | $1.40B | 3.18% | +362,611+23.1% | Added |
| National Pension Service | 1,962,051 | $1.42B | 0.91% | +9,763+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 1,963,208 | $1.42B | 1.74% | +205,830+11.7% | Added |
| Allianz Asset Management GmbH | 1,971,329 | $1.43B | 1.32% | +135,018+7.4% | Added |
| Acadian Asset Management LLC | 1,972,046 | $1.43B | 1.69% | −165,474−7.7% | Reduced |
| Nordea Investment Management AB | 1,999,444 | $1.46B | 1.19% | −43,845−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,034,179 | $1.47B | 0.81% | +145,129+7.7% | Added |
| Wells Fargo & Company | 2,080,426 | $1.50B | 0.26% | +264,307+14.6% | Added |
| Pictet Asset Management Holding SA | 2,084,024 | $1.51B | 1.44% | −718,819−25.6% | Reduced |
| Jupiter Topco LLC | 2,091,340 | $1.51B | 0.62% | +2,091,340 | New |
| Royal Bank of Canada | 2,121,717 | $1.53B | 0.26% | −154,850−6.8% | Reduced |
| California Public Employees Retirement System | 2,139,430 | $1.55B | 0.87% | +286,612+15.5% | Added |
| HSBC Holdings PLC | 2,151,066 | $1.56B | 0.75% | −87,952−3.9% | Reduced |
| Canada Pension Plan Investment Board | 2,234,458 | $1.62B | 0.89% | +129,337+6.1% | Added |
| Swiss National Bank | 2,238,380 | $1.62B | 0.85% | −88,720−3.8% | Reduced |
| First Trust Advisors LP | 2,462,125 | $1.78B | 1.05% | −127,132−4.9% | Reduced |
| Parnassus Investments | 2,531,747 | $1.83B | 4.89% | −450,483−15.1% | Reduced |
| Alliancebernstein L.P. | 5,426,770 | $1.85B | 0.66% | −39,506−0.7% | Reduced |
| Boston Partners | 2,636,446 | $1.89B | 1.68% | −91,972−3.4% | Reduced |
| Capital World Investors | 2,683,846 | $1.94B | 0.23% | +973,217+56.9% | Added |
| Dimensional Fund Advisors LP | 2,691,332 | $1.95B | 0.35% | −161,315−5.7% | Reduced |
| SG Americas Securities, LLC | 2,767,054 | $2.00B | 1.15% | +2,233,771+418.9% | Added |
| Swedbank AB | 2,893,202 | $2.09B | 1.80% | +56,078+2.0% | Added |
| Citigroup Inc | 2,896,473 | $2.09B | 0.97% | +413,177+16.6% | Added |
| American Century Companies Inc | 3,004,203 | $2.17B | 0.96% | −539,641−15.2% | Reduced |
| Franklin Resources Inc | 3,368,605 | $2.44B | 0.53% | +364,413+12.1% | Added |
| Barclays PLC | 3,443,414 | $2.49B | 0.79% | −896,321−20.7% | Reduced |
| UBS Group AG | 3,718,754 | $2.69B | 0.43% | +502,899+15.6% | Added |
| Deutsche Bank AG | 3,997,687 | $2.89B | 0.84% | −2,497,034−38.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 4,213,483 | $3.05B | 6.26% | −1,034,719−19.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,269,862 | $3.09B | 2.43% | −278,113−6.1% | Reduced |
| Vanguard Fiduciary Trust Co | 4,560,642 | $3.30B | 0.73% | +61,332+1.4% | Added |
| Charles Schwab Investment Management Inc | 4,969,702 | $3.59B | 0.48% | +32,141+0.7% | Added |
| Legal & General Group Plc | 6,091,952 | $4.40B | 0.92% | −319,840−5.0% | Reduced |
| Sanders Capital, LLC | 6,094,372 | $4.41B | 4.41% | −80,800−1.3% | Reduced |
| Nuveen, LLC | 6,112,926 | $4.42B | 1.05% | +111,995+1.9% | Added |
| Ameriprise Financial Inc | 6,397,369 | $4.62B | 0.94% | −2,544,655−28.5% | Reduced |