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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 149,573 | $108.1M | 0.18% | −91,537−38.0% | Reduced |
| Groupe la Francaise | 147,703 | $106.9M | 1.31% | −7,195−4.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 147,637 | $106.7M | 2.33% | +13,780+10.3% | Added |
| Broad Run Investment Management, LLC | 147,512 | $106.7M | 16.41% | −808−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 146,720 | $106.1M | 7.24% | −2,813−1.9% | Reduced |
| Artemis Investment Management LLP | 146,571 | $106.0M | 0.94% | −34,599−19.1% | Reduced |
| Rokos Capital Management LLP | 146,184 | $105.7M | 1.33% | +11,091+8.2% | Added |
| JustInvest LLC | 145,211 | $105.0M | 0.86% | +1,635+1.1% | Added |
| Penserra Capital Management LLC | 144,291 | $104.3M | 0.80% | −13,154−8.4% | Reduced |
| Bragg Financial Advisors, Inc | 143,808 | $104.0M | 2.78% | −5,158−3.5% | Reduced |
| FIL Ltd | 141,640 | $102.4M | 0.07% | +9,463+7.2% | Added |
| Talbot Financial, LLC | 140,818 | $101.8M | 7.49% | −354−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 140,817 | $101.8M | 0.88% | +12,368+9.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 140,466 | $101.6M | 1.44% | −1,987−1.4% | Reduced |
| Norris Perne & French LLP | 139,995 | $101.2M | 4.32% | −38,726−21.7% | Reduced |
| Wedge Capital Management L L P | 139,749 | $101.0M | 1.67% | −30,041−17.7% | Reduced |
| NS Partners Ltd | 139,382 | $100.8M | 4.32% | +2,802+2.1% | Added |
| Pathstone Holdings, LLC | 137,484 | $99.5M | 0.29% | −2,465−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 136,887 | $99.0M | 0.22% | −5,610−3.9% | Reduced |
| Captrust Financial Advisors | 136,092 | $98.4M | 0.15% | +33,990+33.3% | Added |
| Silvercrest Asset Management Group LLC | 135,469 | $97.9M | 0.64% | −35,718−20.9% | Reduced |
| Gotham Asset Management, LLC | 135,167 | $97.7M | 0.23% | −25,467−15.9% | Reduced |
| Macquarie Group Ltd | 134,944 | $97.6M | 0.42% | +41,711+44.7% | Added |
| Wealthfront Advisers LLC | 134,717 | $97.4M | 0.19% | +4,135+3.2% | Added |
| Varma Mutual Pension Insurance Co | 134,482 | $97.2M | 0.52% | −22,100−14.1% | Reduced |
| Baird Financial Group, Inc. | 132,402 | $95.7M | 0.13% | −1,774−1.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 131,067 | $94.8M | 6.04% | −36,642−21.8% | Reduced |
| Busey Wealth Management | 131,046 | $94.7M | 2.30% | −41,563−24.1% | Reduced |
| New York Life Investment Management LLC | 130,731 | $94.5M | 0.66% | +3,709+2.9% | Added |
| Vinva Investment Management Ltd | 135,003 | $93.8M | 0.63% | +29,057+27.4% | Added |
| Fideuram Asset Management (Ireland) dac | 191,103 | $92.8M | 1.80% | +164,167+609.5% | Added |
| Jefferies Financial Group Inc. | 127,897 | $92.5M | 0.85% | +291+0.2% | Added |
| Ossiam | 127,423 | $92.1M | 1.22% | −59,786−31.9% | Reduced |
| Andra AP-fonden | 126,229 | $91.3M | 1.05% | +32,340+34.4% | Added |
| Blue Sparrow, LLC | 126,002 | $91.1M | 0.88% | +85,810+213.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 125,930 | $91.0M | 2.73% | −39,796−24.0% | Reduced |
| Mediolanum International Funds Ltd | 129,428 | $89.9M | 0.77% | +424+0.3% | Added |
| NewEdge Wealth, LLC | 123,853 | $89.5M | 0.90% | +7,609+6.5% | Added |
| Pacer Advisors, Inc. | 123,658 | $89.4M | 0.23% | +41,813+51.1% | Added |
| Defiance ETFs, LLC | 137,176 | $89.3M | 1.24% | −18,373−11.8% | Reduced |
| Mission Wealth Management, LP | 123,042 | $89.0M | 1.11% | +75,281+157.6% | Added |
| Moore Capital Management, LP | 122,220 | $88.4M | 2.01% | +23,427+23.7% | Added |
| Sit Investment Associates Inc | 121,592 | $87.9M | 1.66% | −3,265−2.6% | Reduced |
| Utah Retirement Systems | 120,367 | $87.0M | 0.83% | −8,611−6.7% | Reduced |
| Trust Co of Vermont | 119,735 | $86.6M | 3.23% | +119,735 | New |
| Baker Avenue Asset Management, LP | 119,071 | $86.1M | 1.64% | −884−0.7% | Reduced |
| British Columbia Investment Management Corp | 118,923 | $86.0M | 0.54% | +9,639+8.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 118,911 | $86.0M | 0.64% | −3,139−2.6% | Reduced |
| La Banque Postale Asset Management SA | 118,355 | $85.6M | 0.86% | +65,846+125.4% | Added |
| Empowered Funds, LLC | 117,109 | $84.7M | 0.45% | −8,656−6.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 116,721 | $84.4M | 0.58% | +2,522+2.2% | Added |
| Keybank National Association | 116,250 | $84.0M | 0.28% | +3,086+2.7% | Added |
| Hamilton Capital Partners Inc. | 115,628 | $83.6M | 2.43% | +820+0.7% | Added |
| DJE Kapital AG | 112,342 | $83.1M | 1.57% | −21,632−16.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 114,610 | $82.9M | 0.56% | −7,860−6.4% | Reduced |
| Ethic Inc. | 114,400 | $82.7M | 1.03% | +6,083+5.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 114,103 | $82.5M | 0.56% | +13,537+13.5% | Added |
| Federation des caisses Desjardins du Quebec | 114,072 | $82.5M | 0.25% | +63,483+125.5% | Added |
| E Fund Management Co., Ltd. | 113,843 | $82.3M | 1.85% | +60,951+115.2% | Added |
| CapitalatWork S.A. | 112,875 | $81.6M | 2.05% | −117,589−51.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 111,680 | $80.7M | 1.62% | −53,973−32.6% | Reduced |
| Cohen Capital Management, Inc. | 111,621 | $80.7M | 10.97% | −360−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 111,588 | $80.7M | 0.98% | +94,889+568.2% | Added |
| Aristotle Atlantic Partners, LLC | 111,309 | $80.5M | 3.34% | +14,333+14.8% | Added |
| OP Asset Management Ltd | 110,481 | $79.9M | 0.85% | +8,260+8.1% | Added |
| Profund Advisors LLC | 110,290 | $79.7M | 2.19% | +14,498+15.1% | Added |
| Groupama Asset Managment | 114,347 | $79.6M | 1.00% | +108,752+1,943.7% | Added |
| Larson Financial Group LLC | 109,748 | $79.3M | 2.09% | −5,978−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 109,577 | $79.2M | 0.40% | −13,562−11.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 109,202 | $79.0M | 5.50% | −116,627−51.6% | Reduced |
| Guyasuta Investment Advisors Inc | 109,153 | $78.9M | 4.08% | −4,512−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 120,779 | $78.5M | 0.21% | +17,980+17.5% | Added |
| McGuire Investment Group, LLC | 108,139 | $78.2M | 6.85% | −299−0.3% | Reduced |
| Managed Asset Portfolios, LLC | 107,629 | $77.8M | 8.89% | −693−0.6% | Reduced |
| Ieq Capital, LLC | 107,507 | $77.7M | 0.36% | +2,292+2.2% | Added |
| CORDA Investment Management, LLC. | 107,018 | $77.4M | 4.75% | −1,403−1.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 105,987 | $76.6M | 3.39% | +8,073+8.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 105,000 | $75.9M | 0.50% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 104,742 | $75.7M | 0.19% | +104,742 | New |
| Elo Mutual Pension Insurance Co | 104,620 | $75.6M | 0.97% | +14,104+15.6% | Added |
| Aureus Asset Management, LLC | 104,403 | $75.5M | 4.59% | −65,022−38.4% | Reduced |
| Davis Selected Advisers | 102,521 | $74.1M | 0.32% | −1,094,581−91.4% | Reduced |
| Shelton Capital Management | 102,149 | $73.9M | 1.37% | +3,085+3.1% | Added |
| Milford Funds Ltd | 102,084 | $73.8M | 1.20% | +22,539+28.3% | Added |
| Cardinal Capital Management, Inc. | 101,688 | $73.5M | 1.78% | −85,994−45.8% | Reduced |
| Lountzis Asset Management, LLC | 101,308 | $73.2M | 23.17% | −17,705−14.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 101,268 | $73.2M | 0.14% | +52,290+106.8% | Added |
| Pinebridge Investments LLC | 100,567 | $72.7M | 0.60% | +12,610+14.3% | Added |
| Public Employees Retirement Association of Colorado | 100,232 | $72.5M | 0.25% | −1,828−1.8% | Reduced |
| Hancock Whitney Corp | 99,944 | $72.3M | 1.20% | −5,361−5.1% | Reduced |
| ABN AMRO Bank N.V. | 99,652 | $71.9M | 0.93% | +11,532+13.1% | Added |
| Harvest Fund Management Co., Ltd | 98,626 | $71.3M | 2.36% | +15,895+19.2% | Added |
| Maple Capital Management, Inc. | 98,094 | $70.9M | 4.21% | −835−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 97,566 | $70.5M | 0.76% | +6,660+7.3% | Added |
| Cresset Asset Management, LLC | 96,887 | $70.0M | 0.26% | +4,390+4.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 96,308 | $69.6M | 1.25% | −400.0% | Reduced |
| Midwest Trust Co | 95,762 | $69.2M | 0.78% | −2,581−2.6% | Reduced |
| Kestra Advisory Services, LLC | 94,682 | $68.5M | 0.22% | −18,466−16.3% | Reduced |
| iA Global Asset Management Inc. | 94,397 | $68.2M | 0.81% | −9,729−9.3% | Reduced |
| Blackstone Group Inc. | 94,247 | $68.1M | 0.22% | −154,504−62.1% | Reduced |