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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

Institutional holders
3,520
+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
1,360 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.

Institutional holdersQ2 2026: 3,520 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,520 institutions
Value heldQ2 2026: $476.5B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,520$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2026.

Institutions holding AMAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Physicians Financial Services, Inc.2,810$2.03M0.51%−36−1.3%Reduced
Wealth Group, Ltd.2,810$2.03M0.51%+683+32.1%Added
Capstone Financial Advisors, Inc.2,804$2.03M0.10%+369+15.2%Added
Gabelli & Co Investment Advisers, Inc.2,800$2.02M0.29%00.0%Unchanged
REX Advisers, LLC2,800$2.02M5.43%+2,800New
National Wealth Management Group, LLC2,797$2.02M0.63%−496−15.1%Reduced
Forum Financial Management, LP2,789$2.02M0.03%−147−5.0%Reduced
Duncker Streett & Co Inc2,770$2.00M0.34%−76−2.7%Reduced
Fortis Capital Advisors, LLC2,763$2.00M0.22%−42−1.5%Reduced
PlanVest Financial, Inc2,758$1.99M1.33%+351+14.6%Added
Canopy Partners, LLC2,753$1.99M0.60%−12−0.4%Reduced
Rodgers Brothers Inc.2,745$1.98M0.19%00.0%Unchanged
Brookwood Investment Group LLC2,744$1.98M0.23%−6,530−70.4%Reduced
WealthTrust Axiom LLC2,741$1.98M0.44%−184−6.3%Reduced
Cranbrook Wealth Management, LLC2,726$1.97M0.37%00.0%Unchanged
Chilton Capital Management LLC2,725$1.97M0.06%−16−0.6%Reduced
TLWM2,725$1.97M0.32%+2,725New
WealthPLAN Partners, LLC2,718$1.97M0.38%+495+22.3%Added
Eventide Asset Management, LLC2,722$1.97M0.03%+2,722New
Wealth Effects LLC2,710$1.96M0.53%00.0%Unchanged
Revolve Wealth Partners, LLC2,706$1.96M0.20%+1,355+100.3%Added
Ritter Daniher Financial Advisory LLC2,698$1.95M0.30%−591−18.0%Reduced
Shelton Wealth Management, LLC2,688$1.94M0.77%−698−20.6%Reduced
Aviso Wealth Management2,672$1.93M0.76%+75+2.9%Added
Richmond Brothers, Inc.2,670$1.93M1.00%+2,670New
Dockside LLC2,668$1.93M0.45%+2,668New
Contravisory Investment Management, Inc.2,664$1.93M0.34%+65+2.5%Added
Bank Hapoalim BM2,661$1.92M0.13%−915−25.6%Reduced
Calton & Associates, Inc.2,655$1.92M0.28%−146−5.2%Reduced
Winthrop Advisory Group LLC2,634$1.90M0.13%+242+10.1%Added
IAM Advisory, LLC2,631$1.90M0.37%+2,631New
Sirios Capital Management L P2,631$1.90M0.23%−6,980−72.6%Reduced
Laurel Oak Wealth Management, LLC2,620$1.89M0.28%−41−1.5%Reduced
Elevated Capital Advisors, LLC2,615$1.89M0.52%−2,443−48.3%Reduced
Strategies Wealth Advisors, LLC2,610$1.89M0.17%+478+22.4%Added
Caliber Wealth Management, LLC2,610$1.89M0.18%+2,610New
Revisor Wealth Management LLC2,608$1.89M0.45%−765−22.7%Reduced
Signal Advisors Wealth, LLC2,595$1.88M0.10%−5,107−66.3%Reduced
Transcendent Capital Group LLC2,585$1.87M0.73%+1,136+78.4%Added
Harbour Capital Advisors, LLC3,100$1.87M0.34%00.0%Unchanged
TruNorth Capital Management, LLC2,581$1.87M0.30%+9+0.3%Added
Spence Asset Management2,574$1.86M0.44%+2,309+871.3%Added
CVA Family Office, LLC2,566$1.86M0.17%+19+0.7%Added
Crawford Investment Counsel Inc2,562$1.85M0.03%+129+5.3%Added
Y.D. More Investments Ltd2,560$1.85M0.06%00.0%Unchanged
Accredited Investors Inc.2,554$1.85M0.08%+6+0.2%Added
Buckhead Capital Management LLC2,552$1.85M0.63%−9−0.4%Reduced
Edgestream Partners, L.P.2,551$1.84M0.05%+2,551New
Hallmark Capital Management Inc2,551$1.84M0.11%−810−24.1%Reduced
QVT Financial LP2,550$1.84M0.12%−736−22.4%Reduced
Global Strategic Investment Solutions, LLC2,533$1.83M0.16%+81+3.3%Added
Financial Engines Advisors L.L.C.2,522$1.82M0.00%−58−2.2%Reduced
RB Capital Management, LLC2,521$1.82M0.36%−184−6.8%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management2,520$1.82M0.08%+2,520New
Integrity Alliance, LLC.2,519$1.82M0.06%+4+0.2%Added
Haven Private, LLC2,516$1.82M0.69%−24−0.9%Reduced
VeraBank, N.A.2,508$1.81M0.30%−105−4.0%Reduced
Lewis Asset Management, LLC2,500$1.81M0.63%−75−2.9%Reduced
Cypress Capital Group2,487$1.80M0.17%+1,843+286.2%Added
Insight 2811, Inc.2,480$1.79M0.73%+10+0.4%Added
Worthington Financial Partners, LLC2,479$1.79M1.48%−30−1.2%Reduced
Bullock Wealth Management Group2,751$1.79M0.78%−1,206−30.5%Reduced
RiverFront Investment Group, LLC2,474$1.79M0.02%+1,221+97.4%Added
Perennial Investment Advisors, LLC2,472$1.79M0.12%+891+56.4%Added
Measured Wealth Private Client Group, LLC2,469$1.79M0.43%−356−12.6%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital2,468$1.78M0.02%−867,475−99.7%Reduced
Legacy Wealth Management, LLC2,464$1.78M0.46%+2,464New
West Family Investments, Inc.2,463$1.78M0.52%+854+53.1%Added
IMPACTfolio, LLC2,458$1.78M0.67%−34−1.4%Reduced
Associated Banc-Corp2,456$1.78M0.04%+400+19.5%Added
McLaughlin Asset Management, Inc.2,453$1.77M1.22%+43+1.8%Added
Persium Advisors, LLC2,443$1.77M1.15%−15−0.6%Reduced
Ring Mountain Capital, LLC2,443$1.77M0.74%+58+2.4%Added
Stoneridge Investment Partners LLC3,471$1.76M1.16%−1,107−24.2%Reduced
Income Insurance Ltd2,434$1.76M1.05%+40+1.7%Added
Cromwell Holdings LLC2,432$1.76M0.79%00.0%Unchanged
International Assets Investment Management, LLC2,696$1.75M0.10%+94+3.6%Added
SGL Investment Advisors, Inc.3,356$1.75M0.60%−817−19.6%Reduced
Elyxium Wealth, LLC2,421$1.75M0.18%+1,445+148.1%Added
Silver Coast Investments LLC2,412$1.74M0.52%−289−10.7%Reduced
Whittier Trust Co of Nevada Inc3,144$1.74M0.03%−832−20.9%Reduced
Unified Investment Management2,403$1.74M1.62%−85−3.4%Reduced
AlphaCore Capital LLC2,403$1.74M0.03%+46+2.0%Added
Cypress Point Wealth Management, LLC2,397$1.73M0.35%+1,765+279.3%Added
Forza Wealth Management, LLC2,392$1.73M0.53%00.0%Unchanged
Transamerica Financial Advisors, Inc.2,391$1.73M0.15%+902+60.6%Added
Thoroughbred Financial Services, LLC2,388$1.73M0.08%−46−1.9%Reduced
44 Wealth Management LLC2,381$1.72M0.57%+2,381New
Wellington Shields Capital Management, LLC2,380$1.72M0.22%00.0%Unchanged
Capital Management Associates, Inc2,369$1.71M0.34%+79+3.4%Added
Signet Private Wealth LLC2,368$1.71M1.36%+244+11.5%Added
Leuthold Group, LLC2,367$1.71M0.17%00.0%Unchanged
Winslow Capital Management, LLC2,360$1.71M0.01%+2,360New
Collaborative Fund Advisors, LLC2,356$1.70M0.99%−325−12.1%Reduced
Meiji Yasuda Life Insurance Co2,351$1.70M0.06%+1,104+88.5%Added
Capital Advantage, Inc.2,350$1.70M0.21%+177+8.1%Added
Swiss Re Ltd2,344$1.69M0.15%+2,051+700.0%Added
Gerber Kawasaki Wealth & Investment Management2,343$1.69M0.05%−54−2.3%Reduced
Eagle Wealth Advisors LLC2,343$1.69M1.29%+229+10.8%Added
Somerset Trust Co2,341$1.69M0.48%−211−8.3%Reduced