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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 92,825 | $67.1M | 0.10% | −10,659−10.3% | Reduced |
| Pinnacle Associates Ltd | 92,679 | $67.0M | 0.73% | −2,171−2.3% | Reduced |
| Harbor Island Capital LLC | 92,498 | $66.9M | 17.81% | −25,564−21.7% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 92,357 | $66.8M | 6.59% | +92,357 | New |
| Intermede Investment Partners Ltd | 131,259 | $66.5M | 2.80% | −50,832−27.9% | Reduced |
| Clear Street Group Inc. | 91,490 | $66.4M | 0.21% | +91,490 | New |
| Louisiana State Employees Retirement System | 91,700 | $66.3M | 0.98% | −800−0.9% | Reduced |
| Horizon Investments, LLC | 91,119 | $65.9M | 0.73% | +8,799+10.7% | Added |
| North Growth Management Ltd. | 91,000 | $65.8M | 8.43% | −20,000−18.0% | Reduced |
| Guinness Asset Management LTD | 90,796 | $65.6M | 1.11% | −34,650−27.6% | Reduced |
| Samlyn Capital, LLC | 90,762 | $65.6M | 1.09% | +90,762 | New |
| Illinois Municipal Retirement Fund | 90,591 | $65.5M | 0.74% | −7,731−7.9% | Reduced |
| MAI Capital Management | 88,673 | $64.1M | 0.24% | +4,291+5.1% | Added |
| California First Leasing Corp | 88,236 | $63.8M | 13.54% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 88,107 | $63.7M | 6.69% | +59,582+208.9% | Added |
| RMB Capital Management, LLC | 87,589 | $63.3M | 0.98% | −17,220−16.4% | Reduced |
| Fiera Capital Corp | 87,327 | $63.1M | 0.23% | −1,020−1.2% | Reduced |
| Candriam Luxembourg S.C.A. | 87,010 | $62.8M | 0.28% | +3,523+4.2% | Added |
| State of Alaska, Department of Revenue | 86,706 | $62.7M | 0.62% | −1,496−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 86,568 | $62.6M | 0.33% | −120,812−58.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 86,486 | $62.5M | 2.32% | −14,402−14.3% | Reduced |
| First Nebraska Trust Co | 86,058 | $62.2M | 5.03% | −216−0.3% | Reduced |
| Mutual of America Capital Management LLC | 85,201 | $61.6M | 0.60% | −2,705−3.1% | Reduced |
| Steel Peak Wealth Management LLC | 84,338 | $61.0M | 1.60% | −15,904−15.9% | Reduced |
| Vident Advisory, LLC | 83,854 | $60.6M | 0.45% | +15,891+23.4% | Added |
| Applied Finance Capital Management, LLC | 83,758 | $60.6M | 4.51% | −45,385−35.1% | Reduced |
| Alta Park Capital, LP | 83,541 | $60.4M | 5.60% | −17,969−17.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 83,302 | $60.2M | 0.16% | +396+0.5% | Added |
| Allstate Corp | 83,122 | $60.1M | 0.60% | +1,282+1.6% | Added |
| Exchange Traded Concepts, LLC | 82,740 | $59.8M | 0.30% | +38,307+86.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 82,648 | $59.8M | 1.05% | −100−0.1% | Reduced |
| Omers Administration Corp | 81,819 | $59.2M | 0.35% | +9,822+13.6% | Added |
| Osterweis Capital Management Inc | 81,318 | $58.8M | 2.77% | −60,814−42.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 80,404 | $58.1M | 3.18% | −4,333−5.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 80,175 | $58.0M | 0.93% | +1,269+1.6% | Added |
| Blair William & Co | 79,958 | $57.8M | 0.15% | +762+1.0% | Added |
| TIAA Wealth Investment Management LLC | 79,774 | $57.7M | 0.39% | −6,143−7.1% | Reduced |
| Carmel Capital Management L.L.C. | 79,258 | $57.3M | 12.56% | −9,590−10.8% | Reduced |
| Norinchukin Bank, The | 79,045 | $57.1M | 0.56% | +1,227+1.6% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 79,032 | $57.1M | 1.29% | −259,133−76.6% | Reduced |
| Yousif Capital Management, LLC | 79,018 | $57.1M | 0.64% | −7,175−8.3% | Reduced |
| Avanza Fonder AB | 78,803 | $57.0M | 1.24% | +348+0.4% | Added |
| Zevenbergen Capital Investments LLC | 78,800 | $57.0M | 1.30% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 78,360 | $56.7M | 4.38% | −6,172−7.3% | Reduced |
| Hemenway Trust Co LLC | 78,041 | $56.4M | 3.94% | +1,119+1.5% | Added |
| Compagnie Lombard Odier SCmA | 78,035 | $56.4M | 0.61% | +78,035 | New |
| Stanley Capital Management, LLC | 77,800 | $56.2M | 7.46% | −21,000−21.3% | Reduced |
| Eastern Bank | 76,969 | $55.6M | 0.85% | −4,085−5.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 76,903 | $55.6M | 2.06% | +76,903 | New |
| Investment Management Corp of Ontario | 75,569 | $54.6M | 0.69% | −6,080−7.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,567 | $54.6M | 1.88% | −640−0.8% | Reduced |
| LGT Group Foundation | 74,974 | $54.2M | 0.61% | −8,865−10.6% | Reduced |
| Calamos Wealth Management LLC | 74,919 | $54.2M | 1.65% | +5,400+7.8% | Added |
| Generali Asset Management SPA SGR | 74,898 | $54.2M | 0.98% | +3,335+4.7% | Added |
| Brinker Capital Investments, LLC | 74,515 | $53.9M | 0.41% | +13,338+21.8% | Added |
| Renaissance Group LLC | 72,843 | $52.7M | 2.14% | −36,774−33.5% | Reduced |
| Bokf, NA | 71,988 | $52.0M | 0.72% | −160−0.2% | Reduced |
| Prudential PLC | 71,431 | $51.6M | 0.37% | +4,637+6.9% | Added |
| Prospera Financial Services Inc | 70,875 | $51.3M | 0.74% | −1,078−1.5% | Reduced |
| Cantor Fitzgerald, L. P. | 70,550 | $51.0M | 0.98% | +70,550 | New |
| Sava Infond d.o.o. | 70,530 | $51.0M | 3.62% | +31,065+78.7% | Added |
| Harvest Portfolios Group Inc. | 70,301 | $50.8M | 0.72% | −6,652−8.6% | Reduced |
| Gabelli Funds LLC | 70,300 | $50.8M | 0.32% | −2,000−2.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 70,096 | $50.7M | 1.18% | +33,875+93.5% | Added |
| BLI - Banque de Luxembourg Investments | 72,506 | $50.5M | 1.78% | −14,236−16.4% | Reduced |
| Value Aligned Research Advisors, LLC | 69,591 | $50.3M | 0.30% | −662,113−90.5% | Reduced |
| South Dakota Investment Council | 69,528 | $50.3M | 0.86% | −11,505−14.2% | Reduced |
| Capital Investment Counsel, Inc | 68,157 | $49.3M | 5.30% | −1,138−1.6% | Reduced |
| Maytus Capital Management, LLC | 68,081 | $49.2M | 7.74% | −31,794−31.8% | Reduced |
| BNP Paribas | 68,524 | $49.1M | 1.33% | −116,271−62.9% | Reduced |
| Fairview Capital Investment Management, LLC | 67,548 | $48.8M | 2.58% | −4,725−6.5% | Reduced |
| Kempen Capital Management N.V. | 67,347 | $48.7M | 0.37% | −109−0.2% | Reduced |
| We Are One Seven, LLC | 66,913 | $48.4M | 0.80% | +1,471+2.2% | Added |
| EP Wealth Advisors, LLC | 66,386 | $48.0M | 0.18% | +7,650+13.0% | Added |
| LVM Capital Management Ltd | 65,908 | $47.7M | 3.99% | −4,508−6.4% | Reduced |
| Glenview Capital Management, LLC | 65,201 | $47.1M | 0.94% | −132,008−66.9% | Reduced |
| Senator Investment Group LP | 65,000 | $47.0M | 1.72% | 00.0% | Unchanged |
| E20 Capital Ltd | 64,978 | $47.0M | 3.79% | +64,978 | New |
| Commerce Bank | 64,337 | $46.5M | 0.20% | +1,241+2.0% | Added |
| Aptus Capital Advisors, LLC | 63,899 | $46.2M | 0.34% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 63,218 | $45.7M | 0.28% | +23,962+61.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 62,962 | $45.5M | 0.22% | −24,026−27.6% | Reduced |
| Grimes & Company, Inc. | 62,818 | $45.4M | 0.98% | −375−0.6% | Reduced |
| Mizuho Securities USA LLC | 62,131 | $44.9M | 0.73% | +14,147+29.5% | Added |
| Polymer Capital Management (HK) LTD | 61,986 | $44.8M | 4.55% | +58,630+1,747.0% | Added |
| Gulf International Bank (UK) Ltd | 61,689 | $44.6M | 0.88% | +396+0.6% | Added |
| Trans-Canada Capital Inc. | 61,338 | $44.3M | 2.46% | +61,338 | New |
| Callahan Advisors, LLC | 61,228 | $44.3M | 3.34% | −5,887−8.8% | Reduced |
| Trillium Asset Management, LLC | 61,218 | $44.3M | 1.36% | −53,583−46.7% | Reduced |
| LMCG Investments, LLC | 61,133 | $44.2M | 2.37% | −12,631−17.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 61,132 | $44.2M | 4.58% | −434−0.7% | Reduced |
| Holderness Investments Co | 60,522 | $43.8M | 7.30% | −483−0.8% | Reduced |
| WoodTrust Financial Corp | 60,159 | $43.5M | 5.17% | −5,664−8.6% | Reduced |
| Rheos Capital Works Inc. | 60,000 | $43.4M | 2.47% | −40,000−40.0% | Reduced |
| SummitTX Capital, L.P. | 59,729 | $43.2M | 1.14% | −2,333−3.8% | Reduced |
| Intech Investment Management LLC | 59,164 | $42.8M | 0.39% | +20,964+54.9% | Added |
| Laird Norton Trust Company, LLC | 58,978 | $42.6M | 0.82% | +240.0% | Added |
| Allspring Global Investments Holdings, LLC | 65,311 | $42.5M | 0.07% | −1,197−1.8% | Reduced |
| Jacobs & Co | 58,701 | $42.4M | 3.64% | −4,583−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 58,680 | $42.4M | 0.42% | +1,484+2.6% | Added |