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; 3,519 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
- Institutional holders
- 3,519
- +598 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
- 716
- 1,081 more added
- Sold out
- 118
- 1,359 more reduced
34 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 | 3,519 | $476.5B |
| Q1 2026 | 2,955 | $219.0B |
| Q4 2025 | 2,645 | $169.7B |
| Q3 2025 | 2,362 | $129.3B |
| Q2 2025 | 2,323 | $115.0B |
| Q1 2025 | 2,166 | $91.6B |
| Q4 2024 | 2,240 | $105.2B |
| Q3 2024 | 2,216 | $132.4B |
| Q2 2024 | 2,286 | $156.3B |
| Q1 2024 | 2,221 | $135.3B |
| Q4 2023 | 2,034 | $109.0B |
| Q3 2023 | 1,852 | $92.8B |
| Q2 2023 | 1,830 | $96.3B |
| Q1 2023 | 1,761 | $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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 14,374 | $10.4M | 4.49% | +145+1.0% | Added |
| Asset One Wealth Management LLC | 17,915 | $10.4M | 1.10% | −547−3.0% | Reduced |
| Ardmore Road Asset Management LP | 14,300 | $10.3M | 0.61% | −80,700−84.9% | Reduced |
| Guardian Partners Inc. | 14,269 | $10.3M | 0.93% | −769−5.1% | Reduced |
| Ariose Capital Management Ltd | 14,200 | $10.3M | 4.38% | +14,200 | New |
| Ritholtz Wealth Management | 14,184 | $10.3M | 0.15% | −22−0.2% | Reduced |
| Truvestments Capital LLC | 14,183 | $10.3M | 1.52% | +160+1.1% | Added |
| Alaethes Wealth LLC | 14,151 | $10.2M | 2.98% | −216−1.5% | Reduced |
| Meiji Yasuda America Inc | 14,124 | $10.2M | 1.71% | +3,159+28.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,094 | $10.2M | 0.46% | +10,161+258.4% | Added |
| Green Alpha Advisors, LLC | 14,049 | $10.2M | 6.81% | −398−2.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 14,038 | $10.1M | 4.55% | −3,691−20.8% | Reduced |
| Sycomore Asset Management | 22,252 | $10.1M | 1.09% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 14,000 | $10.1M | 1.21% | +1,000+7.7% | Added |
| BlueCrest Capital Management Ltd | 14,000 | $10.1M | 0.43% | +14,000 | New |
| CFM Wealth Partners LLC | 13,989 | $10.1M | 1.29% | −609−4.2% | Reduced |
| Picton Mahoney Asset Management | 13,908 | $10.1M | 0.09% | +12,751+1,102.1% | Added |
| Sompo Asset Management Co., Ltd. | 13,872 | $10.0M | 1.65% | −3,044−18.0% | Reduced |
| Insight Inv LLC | 13,858 | $10.0M | 4.72% | −405−2.8% | Reduced |
| Azzad Asset Management Inc | 13,791 | $9.97M | 0.88% | −58−0.4% | Reduced |
| Syon Capital LLC | 13,754 | $9.94M | 0.43% | −55−0.4% | Reduced |
| Johnson Financial Group, Inc. | 13,749 | $9.94M | 0.33% | −754−5.2% | Reduced |
| Outfitter Financial LLC | 13,742 | $9.94M | 6.97% | −823−5.7% | Reduced |
| English Capital Management LLC | 13,719 | $9.92M | 4.84% | −6,701−32.8% | Reduced |
| Brighton Jones LLC | 13,705 | $9.91M | 0.18% | −1,845−11.9% | Reduced |
| Caldwell Trust Co | 13,692 | $9.90M | 0.80% | −308−2.2% | Reduced |
| Frec Markets, Inc. | 13,677 | $9.89M | 0.89% | +2,996+28.0% | Added |
| Savvy Advisors, Inc. | 13,630 | $9.85M | 0.21% | +4,326+46.5% | Added |
| Change Path, LLC | 13,579 | $9.82M | 0.21% | −4,439−24.6% | Reduced |
| Advanced Asset Management Advisors Inc | 13,555 | $9.80M | 2.58% | −18,745−58.0% | Reduced |
| JNBA Financial Advisors | 13,519 | $9.77M | 0.74% | −214−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 13,482 | $9.75M | 1.48% | −13,620−50.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,459 | $9.73M | 0.42% | +1,464+12.2% | Added |
| St Germain D J Co Inc | 13,376 | $9.67M | 0.35% | −3,505−20.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,361 | $9.66M | 0.46% | +7,946+146.7% | Added |
| Fragasso Group Inc. | 13,343 | $9.65M | 0.52% | +261+2.0% | Added |
| Kestra Investment Management, LLC | 13,273 | $9.60M | 0.19% | +7,310+122.6% | Added |
| Saranac Partners Ltd | 13,348 | $9.59M | 3.08% | −2,257−14.5% | Reduced |
| AustralianSuper Pty Ltd | 13,237 | $9.57M | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 13,230 | $9.56M | 1.14% | −6,661−33.5% | Reduced |
| Live Oak Private Wealth LLC | 13,218 | $9.56M | 1.19% | −1,061−7.4% | Reduced |
| Norden Group LLC | 13,210 | $9.55M | 0.78% | −330−2.4% | Reduced |
| Snowden Capital Advisors LLC | 13,205 | $9.55M | 0.23% | +395+3.1% | Added |
| Hudson Canyon Capital Management | 13,203 | $9.55M | 5.11% | −447−3.3% | Reduced |
| Conning Inc. | 13,183 | $9.53M | 0.29% | −3,578−21.3% | Reduced |
| Dempze Nancy E | 13,062 | $9.44M | 4.52% | +454+3.6% | Added |
| Atlas Capital Advisors LLC | 12,986 | $9.39M | 1.03% | +445+3.5% | Added |
| Caxton Associates LLP | 12,959 | $9.37M | 0.18% | +7,697+146.3% | Added |
| LaFleur & Godfrey LLC | 12,954 | $9.37M | 1.11% | −2,108−14.0% | Reduced |
| Atomi Financial Group, Inc. | 12,906 | $9.33M | 0.24% | +709+5.8% | Added |
| Talon Private Wealth, LLC | 12,895 | $9.32M | 1.09% | −3,522−21.5% | Reduced |
| 180 Wealth Advisors, LLC | 12,808 | $9.26M | 0.93% | −260−2.0% | Reduced |
| Harfst & Associates, Inc. | 12,803 | $9.26M | 1.44% | −1,408−9.9% | Reduced |
| Hillsdale Investment Management Inc. | 12,730 | $9.20M | 0.21% | −2,270−15.1% | Reduced |
| Wedbush Securities Inc | 12,696 | $9.18M | 0.24% | +2,004+18.7% | Added |
| Mount Yale Investment Advisors, LLC | 12,659 | $9.15M | 0.17% | −1,548−10.9% | Reduced |
| Concord Wealth Partners | 12,645 | $9.14M | 1.05% | −1,158−8.4% | Reduced |
| CWA Asset Management Group, LLC | 12,639 | $9.14M | 0.28% | +1,403+12.5% | Added |
| JT Stratford LLC | 12,636 | $9.14M | 1.00% | +5,320+72.7% | Added |
| Silver Lake Advisory, LLC | 12,550 | $9.07M | 3.24% | −4,164−24.9% | Reduced |
| Quest Investment Management LLC | 12,541 | $9.07M | 1.06% | −1,471−10.5% | Reduced |
| Venturi Wealth Management, LLC | 12,535 | $9.06M | 0.35% | −1,358−9.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,527 | $9.06M | 1.11% | −350−2.7% | Reduced |
| XML Financial, LLC | 12,508 | $9.04M | 0.66% | −1,491−10.7% | Reduced |
| Florida Financial Advisors, LLC | 12,484 | $9.03M | 1.53% | +8,047+181.4% | Added |
| Elefante Mark B | 12,473 | $9.02M | 3.88% | +269+2.2% | Added |
| Thompson Siegel & Walmsley LLC | 12,400 | $8.96M | 0.16% | −8,714−41.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 12,371 | $8.94M | 0.72% | +216+1.8% | Added |
| Brasada Capital Management, LP | 12,327 | $8.91M | 1.61% | +9,827+393.1% | Added |
| Kornitzer Capital Management Inc | 12,322 | $8.91M | 0.19% | +3,269+36.1% | Added |
| Moors & Cabot, Inc. | 12,265 | $8.87M | 0.34% | −2,175−15.1% | Reduced |
| Ronald Blue Trust, Inc. | 12,251 | $8.86M | 0.09% | −11−0.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,250 | $8.86M | 2.69% | −885−6.7% | Reduced |
| NVWM, LLC | 12,192 | $8.81M | 1.78% | −3,109−20.3% | Reduced |
| Valley National Advisers Inc | 12,120 | $8.76M | 0.97% | −273−2.2% | Reduced |
| Genus Capital Management Inc. | 12,100 | $8.75M | 0.86% | +12,100 | New |
| Legal Advantage Investments, Inc. | 12,081 | $8.73M | 3.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,075 | $8.73M | 0.05% | −1,023−7.8% | Reduced |
| Sigma Planning Corp | 12,058 | $8.72M | 0.22% | −1,823−13.1% | Reduced |
| Dara Capital US, Inc. | 12,040 | $8.70M | 6.00% | +2,818+30.6% | Added |
| Texas Bank & Trust Co | 12,036 | $8.70M | 2.85% | +476+4.1% | Added |
| Stance Capital LLC | 11,993 | $8.67M | 2.64% | +7,958+197.2% | Added |
| Concord Asset Management, LLC | 11,939 | $8.63M | 1.34% | −1,397−10.5% | Reduced |
| Spirit of America Management Corp | 11,920 | $8.62M | 1.62% | 00.0% | Unchanged |
| Western Financial Corp | 11,908 | $8.61M | 2.52% | +210+1.8% | Added |
| Beech Hill Advisors, Inc. | 11,855 | $8.57M | 3.79% | −693−5.5% | Reduced |
| Occidental Asset Management, LLC | 11,846 | $8.56M | 0.85% | +11,035+1,360.7% | Added |
| Dynasty Wealth Management, LLC | 11,831 | $8.55M | 0.06% | −206−1.7% | Reduced |
| Nilsine Partners, LLC | 11,751 | $8.50M | 0.59% | +353+3.1% | Added |
| Roundview Capital LLC | 11,751 | $8.50M | 0.46% | +1,199+11.4% | Added |
| Monument Capital Management | 11,713 | $8.47M | 1.70% | +372+3.3% | Added |
| Cary Street Partners Financial LLC | 11,654 | $8.43M | 0.18% | −1,964−14.4% | Reduced |
| Meridian Wealth Management, LLC | 11,645 | $8.42M | 0.26% | +833+7.7% | Added |
| Baader Bank INC | 11,643 | $8.42M | 0.69% | −7,194−38.2% | Reduced |
| GeoWealth Management, LLC | 11,638 | $8.41M | 0.26% | −2,361−16.9% | Reduced |
| Capital Group Private Client Services, Inc. | 11,552 | $8.35M | 0.12% | +6,353+122.2% | Added |
| Wedmont Private Capital | 13,803 | $8.32M | 0.23% | +397+3.0% | Added |
| Horizon Investment Services, LLC | 11,383 | $8.23M | 2.29% | −183−1.6% | Reduced |
| Quantbot Technologies LP | 11,373 | $8.22M | 0.32% | +4,324+61.3% | Added |
| XTX Topco Ltd | 11,372 | $8.22M | 0.11% | +6,749+146.0% | Added |