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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,520 | $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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 1,755 | $1.27M | 0.41% | +2+0.1% | Added |
| Red Door Wealth Management, LLC | 1,754 | $1.27M | 0.12% | +59+3.5% | Added |
| Whelan Financial | 1,746 | $1.26M | 0.34% | −8−0.5% | Reduced |
| Telos Capital Management, Inc. | 1,745 | $1.26M | 0.11% | −124−6.6% | Reduced |
| BCS Wealth Management | 1,743 | $1.26M | 0.23% | +47+2.8% | Added |
| Ellis Investment Partners, LLC | 1,739 | $1.26M | 0.19% | +4+0.2% | Added |
| BIP Wealth, LLC | 1,739 | $1.26M | 0.04% | +337+24.0% | Added |
| ELCO Management Co., LLC | 1,732 | $1.25M | 0.54% | +1,732 | New |
| Sheets Smith Wealth Management | 1,730 | $1.25M | 0.13% | −105−5.7% | Reduced |
| Hohimer Wealth Management, LLC | 1,718 | $1.24M | 0.13% | −19−1.1% | Reduced |
| Southland Equity Partners LLC | 1,717 | $1.24M | 0.22% | −36−2.1% | Reduced |
| LS Investment Advisors, LLC | 1,714 | $1.24M | 0.17% | +1,714 | New |
| Convergence Financial, LLC | 1,710 | $1.24M | 0.10% | +848+98.4% | Added |
| Mesirow Financial Investment Management, Inc. | 1,707 | $1.23M | 0.02% | −18−1.0% | Reduced |
| Sage Rhino Capital LLC | 1,706 | $1.23M | 0.20% | +8+0.5% | Added |
| Soundwatch Capital LLC | 1,703 | $1.23M | 0.14% | −10−0.6% | Reduced |
| FNY Investment Advisers, LLC | 1,702 | $1.23M | 0.45% | +1,185+229.2% | Added |
| Sagewood Asset Management LP | 1,700 | $1.23M | 0.28% | +590+53.2% | Added |
| Tritonpoint Wealth, LLC | 1,699 | $1.23M | 0.12% | +31+1.9% | Added |
| Sanchez Levi Garrett | 1,698 | $1.23M | 0.67% | +15+0.9% | Added |
| Ariadne Wealth Management, LP | 1,697 | $1.23M | 0.54% | +12+0.7% | Added |
| Alexander Labrunerie & Co., Inc. | 1,694 | $1.22M | 0.43% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,692 | $1.22M | 0.15% | +27+1.6% | Added |
| Quantum Financial Advisors, LLC | 1,692 | $1.22M | 0.12% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,692 | $1.22M | 0.01% | +872+106.3% | Added |
| Odyssean, LLC | 1,688 | $1.22M | 0.20% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,685 | $1.22M | 0.11% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,683 | $1.22M | 0.40% | +70+4.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,680 | $1.21M | 0.21% | +449+36.5% | Added |
| First Pacific Financial | 1,679 | $1.21M | 0.14% | +798+90.6% | Added |
| TrueMark Investments, LLC | 1,671 | $1.21M | 0.15% | +1,671 | New |
| Lyell Wealth Management, LP | 1,669 | $1.21M | 0.07% | −30−1.8% | Reduced |
| Cane Capital Partners, LLC | 1,669 | $1.21M | 0.48% | −76−4.4% | Reduced |
| Graetz Wealth LLC | 1,665 | $1.20M | 0.96% | −3−0.2% | Reduced |
| Simon Quick Advisors, LLC | 1,664 | $1.20M | 0.05% | −172−9.4% | Reduced |
| Spears Abacus Advisors LLC | 1,663 | $1.20M | 0.02% | +499+42.9% | Added |
| Hills Bank & Trust Co | 1,659 | $1.20M | 0.05% | +207+14.3% | Added |
| Mosaic Financial Group, LLC | 1,658 | $1.20M | 0.77% | +2+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,656 | $1.20M | 0.32% | +89+5.7% | Added |
| Whalen Wealth Management Inc. | 1,657 | $1.20M | 0.54% | −240−12.7% | Reduced |
| Portland Global Advisors LLC | 1,655 | $1.20M | 0.11% | 00.0% | Unchanged |
| NBH Bank | 1,652 | $1.19M | 0.50% | +1,652 | New |
| LRI Investments, LLC | 1,650 | $1.19M | 0.10% | −155−8.6% | Reduced |
| Formidable Asset Management, LLC | 3,488 | $1.19M | 0.19% | −1,100−24.0% | Reduced |
| Moller Financial Services | 1,647 | $1.19M | 0.22% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,647 | $1.19M | 0.34% | +49+3.1% | Added |
| LCNB Corp | 1,646 | $1.19M | 0.37% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,645 | $1.19M | 0.15% | +11+0.7% | Added |
| R Squared Ltd | 1,643 | $1.19M | 0.62% | +32+2.0% | Added |
| Ponta Wealth Partners, LLC | 1,643 | $1.19M | 0.64% | +393+31.4% | Added |
| Worth Asset Management, LLC | 1,642 | $1.19M | 0.38% | −3,649−69.0% | Reduced |
| Washington Trust Co | 1,642 | $1.19M | 0.04% | −4−0.2% | Reduced |
| HighVista Strategies LLC | 1,640 | $1.19M | 0.27% | +1,640 | New |
| Cedar Mountain Advisors, LLC | 1,639 | $1.19M | 0.20% | −41−2.4% | Reduced |
| EdgeRock Capital LLC | 1,638 | $1.18M | 0.27% | −19−1.1% | Reduced |
| HORAN Wealth, LLC | 1,633 | $1.18M | 0.15% | +798+95.6% | Added |
| Libra Wealth LLC | 1,630 | $1.18M | 0.30% | +30+1.9% | Added |
| Rossby Financial, LCC | 1,626 | $1.18M | 0.21% | −8−0.5% | Reduced |
| Citizens Business Bank | 1,623 | $1.17M | 0.18% | +1,623 | New |
| American Trust | 1,622 | $1.17M | 0.09% | −60−3.6% | Reduced |
| Cahill Financial Advisors Inc | 1,619 | $1.17M | 0.11% | −3−0.2% | Reduced |
| Orca Wealth Management, LLC | 1,618 | $1.17M | 0.70% | −15−0.9% | Reduced |
| Oarsman Capital, Inc. | 1,614 | $1.17M | 0.12% | +208+14.8% | Added |
| BankChampaign, National Association | 1,613 | $1.17M | 0.90% | +492+43.9% | Added |
| Integris Wealth Management, LLC | 1,610 | $1.16M | 0.24% | +511+46.5% | Added |
| Natural Investments, LLC | 1,602 | $1.16M | 0.25% | −1,239−43.6% | Reduced |
| R. W. Roge & Company, Inc. | 1,602 | $1.16M | 0.49% | 00.0% | Unchanged |
| Payden & Rygel | 1,600 | $1.16M | 0.09% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 1,600 | $1.16M | 0.11% | −700−30.4% | Reduced |
| Orleans Capital Management Corp | 1,600 | $1.16M | 0.60% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,597 | $1.15M | 0.15% | −538−25.2% | Reduced |
| Johnson Financial Group, LLC | 1,595 | $1.15M | 0.06% | +962+152.0% | Added |
| Saturna Capital CORP | 1,590 | $1.15M | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,589 | $1.15M | 0.07% | +423+36.3% | Added |
| VisionPoint Advisory Group, LLC | 1,586 | $1.15M | 0.19% | +186+13.3% | Added |
| Quantum Private Wealth, LLC | 1,586 | $1.15M | 0.29% | −59−3.6% | Reduced |
| UMA Financial Services, Inc. | 1,585 | $1.15M | 0.14% | −34−2.1% | Reduced |
| Waterway Wealth Management, LLC | 1,584 | $1.15M | 0.23% | −1,071−40.3% | Reduced |
| Sunburst Financial Group, LLC | 1,581 | $1.14M | 0.19% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 1,578 | $1.14M | 0.70% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,577 | $1.14M | 0.15% | −153−8.8% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,577 | $1.14M | 0.35% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,577 | $1.14M | 0.15% | +1,577 | New |
| Wellington Grp LLC | 1,576 | $1.14M | 0.30% | −191−10.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,573 | $1.14M | 0.11% | +8+0.5% | Added |
| Warwick Investment Management, Inc. | 1,572 | $1.14M | 0.13% | +53+3.5% | Added |
| SCS Capital Management LLC | 1,568 | $1.13M | 0.01% | −7−0.4% | Reduced |
| Widmann Financial Services, Inc. | 1,565 | $1.13M | 0.61% | +495+46.3% | Added |
| Chapin Davis, Inc. | 1,564 | $1.13M | 0.20% | −2−0.1% | Reduced |
| LeConte Wealth Management, LLC | 1,564 | $1.13M | 0.62% | +18+1.2% | Added |
| Breakwater Capital Group | 1,563 | $1.13M | 0.14% | +1+0.1% | Added |
| AdvisorShares Investments LLC | 1,562 | $1.13M | 0.14% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,560 | $1.13M | 0.06% | −46−2.9% | Reduced |
| Heartland Advisors Inc | 1,559 | $1.13M | 0.05% | −6,244−80.0% | Reduced |
| Iams Wealth Management, LLC | 1,550 | $1.12M | 0.34% | −343−18.1% | Reduced |
| Builder Investment Group Inc | 1,550 | $1.12M | 0.22% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,547 | $1.12M | 0.01% | −2,672−63.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,544 | $1.12M | 0.14% | +45+3.0% | Added |
| Legacy Trust | 1,543 | $1.12M | 0.20% | +10+0.7% | Added |
| Syverson Strege & Co | 1,542 | $1.11M | 0.24% | −67−4.2% | Reduced |