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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 852,219 | $616.2M | 2.39% | −16,945−1.9% | Reduced |
| Aviva PLC | 850,706 | $615.1M | 0.91% | +136,397+19.1% | Added |
| New York State Common Retirement Fund | 847,919 | $613.0M | 0.77% | −56,173−6.2% | Reduced |
| AQR Capital Management LLC | 818,832 | $592.0M | 0.21% | +328,215+66.9% | Added |
| Fifth Third Bancorp | 753,434 | $544.7M | 0.88% | +111,606+17.4% | Added |
| ING Groep NV | 752,018 | $543.7M | 2.66% | +484,081+180.7% | Added |
| Standard Life Aberdeen plc | 748,775 | $541.4M | 0.76% | +6,576+0.9% | Added |
| Credit Agricole S A | 735,946 | $532.1M | 1.35% | −147,304−16.7% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 735,500 | $531.8M | 2.24% | −139,900−16.0% | Reduced |
| Mackenzie Financial Corp | 713,175 | $515.6M | 0.52% | +71,162+11.1% | Added |
| Stifel Financial Corp | 688,877 | $498.1M | 0.41% | −25,980−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 682,788 | $493.7M | 0.82% | −13,977−2.0% | Reduced |
| LSV Asset Management | 677,323 | $489.7M | 0.89% | −3,753−0.6% | Reduced |
| Creative Planning | 667,761 | $482.8M | 0.28% | +33,123+5.2% | Added |
| Brown Brothers Harriman & Co | 667,312 | $482.5M | 2.12% | −211,777−24.1% | Reduced |
| Mariner, LLC | 649,877 | $469.7M | 0.49% | +147,780+29.4% | Added |
| Schroder Investment Management Group | 644,987 | $448.0M | 0.32% | −1,510−0.2% | Reduced |
| Susquehanna International Group, LLP | 619,519 | $447.9M | 0.40% | +211,742+51.9% | Added |
| New York State Teachers Retirement System | 617,517 | $446.5M | 0.82% | −14,245−2.3% | Reduced |
| APG Asset Management N.V. | 695,240 | $439.7M | 1.08% | +180,741+35.1% | Added |
| NEOS Investment Management LLC | 605,023 | $437.4M | 1.61% | +54,923+10.0% | Added |
| Point72 Asset Management, L.P. | 599,984 | $433.8M | 0.66% | −1,117,138−65.1% | Reduced |
| Blue Whale Capital LLP | 599,538 | $433.5M | 13.75% | +599,538 | New |
| The PNC Financial Services Group, Inc. | 599,348 | $433.3M | 0.21% | +31,744+5.6% | Added |
| CIBC World Markets Inc. | 592,211 | $428.2M | 0.72% | +337,271+132.3% | Added |
| Korea Investment CORP | 580,859 | $420.0M | 0.80% | −39,242−6.3% | Reduced |
| Marshall Wace, LLP | 579,156 | $418.7M | 0.35% | −539,136−48.2% | Reduced |
| National Bank of Canada | 575,240 | $415.9M | 0.36% | −593,231−50.8% | Reduced |
| US Bancorp | 570,378 | $412.4M | 0.45% | +700+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 567,726 | $410.5M | 0.58% | −98,300−14.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 561,108 | $405.7M | 1.03% | +69,603+14.2% | Added |
| Jericho Capital Asset Management L.P. | 553,927 | $400.5M | 3.31% | −350,428−38.7% | Reduced |
| Abrams Bison Investments, LLC | 552,000 | $399.1M | 19.48% | −152,000−21.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 546,348 | $393.1M | 0.47% | −105,936−16.2% | Reduced |
| Assenagon Asset Management S.A. | 532,010 | $384.6M | 0.50% | −1,183,232−69.0% | Reduced |
| Jones Financial Companies LLLP | 611,771 | $384.5M | 0.15% | +146,353+31.4% | Added |
| Egerton Capital (UK) LLP | 521,065 | $376.7M | 3.64% | +521,065 | New |
| 1832 Asset Management L.P. | 518,623 | $375.0M | 0.46% | −288,465−35.7% | Reduced |
| Lazard Asset Management LLC | 515,888 | $373.0M | 0.56% | −28,418−5.2% | Reduced |
| Quantinno Capital Management LP | 514,748 | $372.2M | 0.45% | +42,782+9.1% | Added |
| CIBC Bancorp USA Inc. | 513,288 | $371.0M | 0.46% | +251,399+96.0% | Added |
| Storebrand Asset Management AS | 509,329 | $368.2M | 0.91% | −12,333−2.4% | Reduced |
| SEI Investments Co | 505,531 | $365.5M | 0.32% | −149,360−22.8% | Reduced |
| William Blair Investment Management, LLC | 497,946 | $360.0M | 1.08% | +463,006+1,325.1% | Added |
| Danske Bank A/S | 497,094 | $359.4M | 0.72% | +5,902+1.2% | Added |
| UniSuper Management Pty Ltd | 491,182 | $355.1M | 1.84% | +64,490+15.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 490,168 | $354.4M | 0.78% | +6,799+1.4% | Added |
| Nissay Asset Management Corp | 472,454 | $341.6M | 1.44% | +22,096+4.9% | Added |
| Retirement Systems of Alabama | 465,079 | $336.3M | 1.01% | −1,834−0.4% | Reduced |
| Handelsbanken Fonder AB | 462,685 | $334.5M | 0.95% | +105,776+29.6% | Added |
| Epoch Investment Partners, Inc. | 460,151 | $332.7M | 1.89% | −199,538−30.2% | Reduced |
| Royal London Asset Management Ltd | 460,003 | $332.6M | 0.61% | −18,930−4.0% | Reduced |
| Treasurer of the State of North Carolina | 458,159 | $331.2M | 0.85% | −48,540−9.6% | Reduced |
| SEB Asset Management AB | 451,702 | $326.6M | 1.23% | −60,417−11.8% | Reduced |
| Thrivent Financial for Lutherans | 449,455 | $324.9M | 0.55% | +351,070+356.8% | Added |
| HighTower Advisors, LLC | 446,525 | $322.8M | 0.31% | −18,672−4.0% | Reduced |
| Man Group plc | 445,289 | $321.9M | 0.59% | −93,525−17.4% | Reduced |
| Fort Washington Investment Advisors Inc | 445,286 | $321.9M | 1.62% | −370.0% | Reduced |
| Fisher Asset Management, LLC | 440,384 | $318.4M | 0.09% | +18,329+4.3% | Added |
| Rockefeller Capital Management L.P. | 439,457 | $317.7M | 0.49% | +3,054+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 433,796 | $313.6M | 0.17% | −20,874−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 700,511 | $312.7M | 0.52% | +405,497+137.5% | Added |
| State of Wisconsin Investment Board | 423,289 | $306.0M | 0.62% | −7,170−1.7% | Reduced |
| Abn Amro Investment Solutions | 418,651 | $302.7M | 2.62% | −19,741−4.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 418,601 | $302.6M | 2.40% | −7,408−1.7% | Reduced |
| Guggenheim Capital LLC | 418,212 | $302.4M | 1.96% | +2,694+0.6% | Added |
| Colony Group, LLC | 412,982 | $298.7M | 0.31% | −65,873−13.8% | Reduced |
| Panagora Asset Management Inc | 410,126 | $296.5M | 0.91% | +178,215+76.8% | Added |
| Vanguard Investments Australia, Ltd. | 406,013 | $293.5M | 0.73% | +10,405+2.6% | Added |
| Castle Hook Partners LP | 401,956 | $290.6M | 3.11% | −118,625−22.8% | Reduced |
| D. E. Shaw & Co., Inc. | 396,944 | $287.0M | 0.18% | −612,674−60.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 394,679 | $285.4M | 0.74% | −17,893−4.3% | Reduced |
| KLP Kapitalforvaltning AS | 391,701 | $283.2M | 0.91% | +27,560+7.6% | Added |
| Ci Investments Inc. | 390,360 | $282.2M | 0.91% | +284,839+269.9% | Added |
| CIBC Asset Management Inc | 385,950 | $278.8M | 0.61% | −1,804−0.5% | Reduced |
| Assetmark, Inc | 383,415 | $277.2M | 0.48% | +12,934+3.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 376,698 | $272.4M | 1.30% | +43,840+13.2% | Added |
| Nomura Asset Management International Inc. | 376,095 | $271.9M | 0.41% | −162,252−30.1% | Reduced |
| Vontobel Holding Ltd. | 376,030 | $271.9M | 0.91% | −17,316−4.4% | Reduced |
| GF Fund Management Co. Ltd. | 374,268 | $270.6M | 3.25% | +137,708+58.2% | Added |
| WT Asset Management Ltd | 371,798 | $268.8M | 5.32% | +371,798 | New |
| Asset Management One Co.,Ltd. | 370,282 | $267.7M | 0.69% | +30,441+9.0% | Added |
| Holocene Advisors, LP | 369,894 | $267.4M | 0.61% | −330,781−47.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 363,875 | $263.1M | 4.56% | −80,156−18.1% | Reduced |
| DekaBank Deutsche Girozentrale | 816,742 | $262.9M | 0.44% | 00.0% | Unchanged |
| Actiam N.V. | 362,421 | $262.0M | 2.02% | −19,886−5.2% | Reduced |
| EdgePoint Investment Group Inc. | 360,862 | $260.9M | 1.97% | −616,900−63.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 351,313 | $254.0M | 1.62% | −53,687−13.3% | Reduced |
| Jane Street Group, LLC | 348,550 | $252.0M | 0.16% | −843,728−70.8% | Reduced |
| Teacher Retirement System of Texas | 342,976 | $248.0M | 0.67% | +35,672+11.6% | Added |
| Capitolis Liquid Global Markets LLC | 335,830 | $242.8M | 1.06% | +194,482+137.6% | Added |
| Glenmede Trust Co NA | 335,477 | $242.5M | 1.07% | −55,288−14.1% | Reduced |
| Public Employees Retirement System of Ohio | 330,445 | $238.9M | 0.70% | −15,886−4.6% | Reduced |
| Raiffeisen Bank International AG | 340,187 | $236.4M | 2.78% | −43,037−11.2% | Reduced |
| Life Cycle Investment Partners Ltd | 326,412 | $236.0M | 1.10% | +13,549+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 324,124 | $234.3M | 0.45% | −75,650−18.9% | Reduced |
| Capital Advisors Inc | 324,097 | $234.3M | 3.45% | −51,902−13.8% | Reduced |
| Federated Hermes, Inc. | 320,894 | $232.0M | 0.33% | +226,465+239.8% | Added |
| Millennium Management LLC | 319,450 | $231.0M | 0.16% | −569,457−64.1% | Reduced |
| Systematic Alpha Investments, LLC | 317,598 | $229.6M | 6.17% | 00.0% | Unchanged |