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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 303,872 | $219.7M | 0.53% | −7,327−2.4% | Reduced |
| Calamos Advisors LLC | 303,395 | $219.4M | 0.80% | −3,695−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 302,050 | $218.4M | 2.89% | −34,047−10.1% | Reduced |
| Truist Financial Corp | 301,109 | $217.7M | 0.26% | +6,580+2.2% | Added |
| MUFG Securities EMEA plc | 300,731 | $217.4M | 2.28% | +7,744+2.6% | Added |
| M&T Bank Corp | 294,579 | $213.0M | 0.62% | −749−0.3% | Reduced |
| Bridgewater Associates, LP | 291,426 | $210.7M | 0.86% | −268,492−48.0% | Reduced |
| Swiss Life Asset Management Ltd | 288,215 | $208.4M | 0.86% | −5,795−2.0% | Reduced |
| Mercer Global Advisors Inc | 286,104 | $206.9M | 0.26% | +7,740+2.8% | Added |
| STRS Ohio | 285,901 | $206.7M | 0.77% | −6,242−2.1% | Reduced |
| State of Tennessee, Treasury Department | 284,484 | $205.7M | 0.61% | −22,867−7.4% | Reduced |
| Anther Capital Ltd | 284,335 | $205.6M | 5.26% | −173,822−37.9% | Reduced |
| Toronto Dominion Bank | 280,436 | $202.8M | 0.34% | −90,582−24.4% | Reduced |
| CI Private Wealth, LLC | 280,199 | $202.6M | 0.28% | −40,469−12.6% | Reduced |
| Nykredit A/S | 279,075 | $201.8M | 0.77% | +279,075 | New |
| Tredje AP-fonden | 278,914 | $201.7M | 0.91% | +47,086+20.3% | Added |
| Cetera Investment Advisers | 278,847 | $201.6M | 0.18% | −5,003−1.8% | Reduced |
| Munro Partners | 278,565 | $201.4M | 4.58% | +278,565 | New |
| Findlay Park Partners LLP | 277,860 | $200.9M | 2.71% | +121,060+77.2% | Added |
| CBOE Vest Financial, LLC | 268,892 | $194.4M | 2.04% | −25,328−8.6% | Reduced |
| Earnest Partners LLC | 266,853 | $192.9M | 0.70% | −12,718−4.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 264,778 | $190.8M | 0.51% | +4,082+1.6% | Added |
| Qube Research & Technologies Ltd | 262,975 | $190.1M | 0.21% | −533,522−67.0% | Reduced |
| Los Angeles Capital Management LLC | 262,354 | $189.7M | 0.70% | −119,092−31.2% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 261,950 | $189.4M | 1.93% | +261,950 | New |
| Cerity Partners LLC | 260,363 | $188.2M | 0.23% | +23,703+10.0% | Added |
| Commonwealth Equity Services, LLC | 260,004 | $188.0M | 0.24% | −7,837−2.9% | Reduced |
| Manning & Napier Advisors LLC | 256,826 | $185.7M | 2.38% | −82,811−24.4% | Reduced |
| State of New Jersey Common Pension Fund D | 256,607 | $185.5M | 0.63% | −16,132−5.9% | Reduced |
| Ofi Invest Asset Management | 292,173 | $185.4M | 1.85% | −45,156−13.4% | Reduced |
| Dundas Partners LLP | 252,561 | $182.6M | 13.21% | −10,385−3.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 250,494 | $179.7M | 0.84% | −12,654−4.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 248,153 | $179.4M | 0.80% | −16,703−6.3% | Reduced |
| Grandfield & Dodd, LLC | 248,027 | $179.3M | 9.40% | −20,318−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 246,766 | $178.5M | 0.21% | +8,936+3.8% | Added |
| Daiwa Securities Group Inc. | 246,380 | $178.1M | 0.40% | +28,475+13.1% | Added |
| Impax Asset Management Group plc | 242,832 | $175.6M | 1.14% | −16,770−6.5% | Reduced |
| Crestwood Advisors Group LLC | 240,264 | $173.7M | 2.58% | −44,727−15.7% | Reduced |
| Whittier Trust Co | 289,640 | $171.7M | 1.69% | −759−0.3% | Reduced |
| AE Wealth Management LLC | 236,947 | $171.3M | 0.80% | +33,197+16.3% | Added |
| Erste Asset Management GmbH | 247,188 | $169.3M | 1.32% | −19,215−7.2% | Reduced |
| EFG International AG | 233,059 | $168.6M | 3.09% | −1,271−0.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 231,212 | $167.2M | 1.25% | −83,100−26.4% | Reduced |
| Boston Trust Walden Corp | 231,137 | $167.1M | 1.27% | −53,466−18.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 231,052 | $167.1M | 1.23% | −213,714−48.1% | Reduced |
| Xponance, Inc. | 229,388 | $165.8M | 1.02% | +58,150+34.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 229,095 | $165.6M | 0.74% | −290.0% | Reduced |
| Czech National Bank | 225,892 | $163.3M | 0.89% | +9,726+4.5% | Added |
| Nisa Investment Advisors, LLC | 224,996 | $162.7M | 0.51% | −27,119−10.8% | Reduced |
| State of Michigan Retirement System | 223,051 | $161.3M | 0.71% | −32,004−12.5% | Reduced |
| Arizona State Retirement System | 220,211 | $159.2M | 0.80% | +2,958+1.4% | Added |
| Analog Century Management LP | 219,615 | $158.8M | 5.81% | −59,379−21.3% | Reduced |
| Cornerstone Investment Partners, LLC | 218,915 | $158.3M | 5.29% | −117,689−35.0% | Reduced |
| QRG Capital Management, Inc. | 215,839 | $156.1M | 1.28% | +20,447+10.5% | Added |
| Argent Capital Management LLC | 213,780 | $154.6M | 4.88% | −20,236−8.6% | Reduced |
| MetLife Investment Management | 212,686 | $153.8M | 0.70% | +17,073+8.7% | Added |
| Huntington National Bank | 211,092 | $152.6M | 0.74% | −5,658−2.6% | Reduced |
| Woodline Partners LP | 208,863 | $151.0M | 0.47% | −357,338−63.1% | Reduced |
| ASR Vermogensbeheer N.V. | 208,353 | $150.6M | 1.55% | −28,851−12.2% | Reduced |
| Flossbach Von Storch AG | 206,808 | $149.5M | 0.68% | −189,309−47.8% | Reduced |
| Peapack Gladstone Financial Corp | 206,404 | $149.2M | 1.72% | −23,161−10.1% | Reduced |
| Westfield Capital Management Co LP | 205,592 | $148.6M | 0.49% | +204,656+21,865.0% | Added |
| Border to Coast Pensions Partnership Ltd | 205,377 | $148.4M | 2.19% | 00.0% | Unchanged |
| Styrax Capital, LP | 200,000 | $144.6M | 9.53% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 199,874 | $144.5M | 2.54% | −14,274−6.7% | Reduced |
| DnB Asset Management AS | 199,163 | $144.0M | 0.40% | −50,602−20.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 195,905 | $141.6M | 0.88% | +1,912+1.0% | Added |
| MML Investors Services, LLC | 194,573 | $140.7M | 0.29% | +6,271+3.3% | Added |
| Nomura Holdings Inc | 191,897 | $138.7M | 0.59% | +76,666+66.5% | Added |
| Janney Montgomery Scott LLC | 190,753 | $137.9M | 0.27% | −33,159−14.8% | Reduced |
| Cartenna Capital, LP | 190,000 | $137.4M | 5.08% | +190,000 | New |
| Lido Advisors, LLC | 188,967 | $136.6M | 0.49% | −7,103−3.6% | Reduced |
| Country Trust Bank | 187,934 | $135.9M | 2.38% | −52,010−21.7% | Reduced |
| J. Safra Sarasin Holding AG | 201,443 | $135.4M | 1.94% | +14,953+8.0% | Added |
| Banco Santander, S.A. | 185,274 | $134.0M | 0.83% | +130,598+238.9% | Added |
| Ostrum Asset Management | 183,314 | $132.5M | 6.39% | −29,151−13.7% | Reduced |
| IFM Investors Pty Ltd | 182,448 | $131.9M | 0.87% | +16,379+9.9% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 181,875 | $131.5M | 1.09% | +11,347+6.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 181,284 | $130.8M | 0.54% | +12,027+7.1% | Added |
| Zacks Investment Management | 177,938 | $128.6M | 0.91% | +2,919+1.7% | Added |
| Maj Invest Holding A/S | 176,751 | $127.8M | 5.81% | −241,845−57.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 175,287 | $126.7M | 0.62% | −9,605−5.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 173,675 | $125.6M | 1.11% | −27,830−13.8% | Reduced |
| Zurich Insurance Group Ltd | 173,162 | $125.2M | 0.87% | +81,617+89.2% | Added |
| Virginia Retirement Systems Et Al | 172,864 | $125.0M | 0.75% | +148,750+616.9% | Added |
| Henshaw Capital LLC | 171,300 | $123.8M | 4.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 171,592 | $123.8M | 0.85% | −98−0.1% | Reduced |
| Walleye Capital LLC | 167,815 | $121.3M | 0.58% | −107,771−39.1% | Reduced |
| Balyasny Asset Management LLC | 166,354 | $120.3M | 0.22% | −616,992−78.8% | Reduced |
| Jennison Associates LLC | 165,784 | $119.9M | 0.07% | −126,503−43.3% | Reduced |
| TCW Group Inc | 165,174 | $119.4M | 0.80% | −2,822−1.7% | Reduced |
| Clark Capital Management Group, Inc. | 164,557 | $119.0M | 0.65% | −96,575−37.0% | Reduced |
| Employees Retirement System of Texas | 164,101 | $118.6M | 0.94% | +164,101 | New |
| Public Sector Pension Investment Board | 163,970 | $118.6M | 0.31% | −298,164−64.5% | Reduced |
| Amalgamated Bank | 163,810 | $118.4M | 0.82% | +4,140+2.6% | Added |
| BCV Asset Management Inc. | 161,516 | $112.4M | 3.40% | −53,673−24.9% | Reduced |
| GWM Advisors LLC | 154,918 | $112.0M | 0.33% | +3,232+2.1% | Added |
| NorthCrest Asset Manangement, LLC | 185,724 | $109.3M | 2.81% | +21,000+12.7% | Added |
| O'Shaughnessy Asset Management, LLC | 150,414 | $108.7M | 0.51% | −20,890−12.2% | Reduced |
| USS Investment Management Ltd | 150,041 | $108.5M | 0.43% | +9,157+6.5% | Added |