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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 58,658 | $42.4M | 2.84% | −917−1.5% | Reduced |
| Virtu Financial LLC | 58,503 | $42.3M | 1.33% | +58,503 | New |
| Brookstone Capital Management | 57,769 | $41.8M | 0.42% | −29,282−33.6% | Reduced |
| Advisory Services Network, LLC | 57,726 | $41.7M | 0.48% | −4,964−7.9% | Reduced |
| Freestone Capital Holdings, LLC | 57,713 | $41.7M | 1.09% | −289−0.5% | Reduced |
| First Citizens Bank & Trust Co | 57,637 | $41.7M | 0.62% | −26,028−31.1% | Reduced |
| Covea Finance | 56,109 | $40.6M | 1.28% | −15,591−21.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55,967 | $40.5M | 0.13% | −2,772−4.7% | Reduced |
| Saudi Central Bank | 55,553 | $40.2M | 0.53% | +26,285+89.8% | Added |
| Engineers Gate Manager LP | 55,510 | $40.1M | 0.52% | −31,299−36.1% | Reduced |
| Cambiar Investors LLC | 55,507 | $40.1M | 1.74% | −92,551−62.5% | Reduced |
| Summit Financial, LLC | 55,314 | $40.0M | 0.44% | +1,012+1.9% | Added |
| Flputnam Investment Management Co | 55,311 | $40.0M | 0.48% | +10,637+23.8% | Added |
| Summit Partners Public Asset Management, LLC | 55,000 | $39.8M | 1.03% | +55,000 | New |
| Sequoia Financial Advisors, LLC | 54,921 | $39.7M | 0.20% | +3,814+7.5% | Added |
| Signature Estate & Investment Advisors LLC | 54,751 | $39.6M | 0.71% | +1,403+2.6% | Added |
| Four Tree Island Advisory LLC | 54,300 | $39.3M | 12.95% | −3,458−6.0% | Reduced |
| Capital Investment Advisors, LLC | 54,270 | $39.2M | 0.52% | +768+1.4% | Added |
| King Luther Capital Management Corp | 54,146 | $39.1M | 0.16% | +19,577+56.6% | Added |
| Zweig-DiMenna Associates LLC | 54,128 | $39.1M | 3.55% | −11,172−17.1% | Reduced |
| Nishkama Capital, LLC | 54,033 | $39.1M | 4.41% | −29,906−35.6% | Reduced |
| Greenwich Wealth Management LLC | 53,579 | $38.7M | 1.41% | −130.0% | Reduced |
| Glenview Trust Co | 52,980 | $38.3M | 0.53% | +7,449+16.4% | Added |
| Allworth Financial LP | 52,923 | $38.3M | 0.16% | −5,402−9.3% | Reduced |
| Jag Capital Management, LLC | 52,874 | $38.2M | 3.59% | −16,387−23.7% | Reduced |
| Rathbone Brothers plc | 52,782 | $38.2M | 0.14% | −32,237−37.9% | Reduced |
| TCG Advisory Services, LLC | 52,157 | $37.7M | 0.69% | +3,307+6.8% | Added |
| Colonial Trust Advisors | 52,125 | $37.7M | 2.62% | −1,514−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 51,878 | $37.5M | 1.27% | −4,215−7.5% | Reduced |
| Talos Asset Management LP | 51,640 | $37.3M | 5.48% | +51,640 | New |
| Pinnacle Financial Partners, Inc. | 51,229 | $37.0M | 0.25% | +3,074+6.4% | Added |
| Smithbridge Asset Management Inc | 51,018 | $36.9M | 5.03% | −3,847−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 50,817 | $36.7M | 1.05% | −1,913−3.6% | Reduced |
| Verition Fund Management LLC | 50,450 | $36.5M | 0.26% | −3,161−5.9% | Reduced |
| Banque Pictet & Cie SA | 50,506 | $36.4M | 0.37% | −2,907−5.4% | Reduced |
| Cantillon Capital Management LLC | 50,176 | $36.3M | 5.45% | −1,471,667−96.7% | Reduced |
| Kentucky Retirement Systems | 50,082 | $36.2M | 0.90% | −49,337−49.6% | Reduced |
| Marex Group plc | 49,498 | $35.8M | 0.27% | −300,522−85.9% | Reduced |
| SFMG, LLC | 49,474 | $35.8M | 2.18% | −1,003−2.0% | Reduced |
| Boston Common Asset Management, LLC | 49,204 | $35.6M | 2.11% | +2,842+6.1% | Added |
| Ascent Wealth Partners, LLC | 49,131 | $35.5M | 3.55% | +98+0.2% | Added |
| D.A. Davidson & Co. | 48,872 | $35.3M | 0.20% | −10,369−17.5% | Reduced |
| Global X Japan Co., Ltd. | 48,594 | $35.1M | 1.29% | −30,913−38.9% | Reduced |
| Private Advisor Group, LLC | 48,137 | $34.8M | 0.16% | −315−0.7% | Reduced |
| Matrix Asset Advisors Inc | 48,044 | $34.7M | 2.82% | −10,489−17.9% | Reduced |
| Soros Capital Management LLC | 47,750 | $34.5M | 6.17% | +47,750 | New |
| Vestcor Inc | 46,483 | $33.6M | 0.83% | +8,411+22.1% | Added |
| Moran Wealth Management, LLC | 46,459 | $33.6M | 0.92% | −4,512−8.9% | Reduced |
| Cullinan Associates Inc | 46,437 | $33.6M | 2.54% | −5,024−9.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 46,341 | $33.5M | 8.14% | +26+0.1% | Added |
| J.W. Cole Advisors, Inc. | 46,176 | $33.4M | 0.57% | −3,463−7.0% | Reduced |
| Oppenheimer & Co Inc | 45,900 | $33.2M | 0.35% | −16,007−25.9% | Reduced |
| Franklin Street Advisors Inc | 45,760 | $33.1M | 1.85% | +43,140+1,646.6% | Added |
| Bleakley Financial Group, LLC | 45,423 | $32.8M | 0.42% | +2,315+5.4% | Added |
| Anchor Capital Advisors LLC | 45,400 | $32.8M | 0.92% | −19,916−30.5% | Reduced |
| Bradley Foster & Sargent Inc | 44,756 | $32.4M | 0.46% | −3,665−7.6% | Reduced |
| Crossmark Global Holdings, Inc. | 44,626 | $32.3M | 0.42% | −4,442−9.1% | Reduced |
| Hodges Capital Management Inc. | 44,597 | $32.2M | 2.13% | +910+2.1% | Added |
| Montag A & Associates Inc | 44,546 | $32.2M | 1.36% | −3,126−6.6% | Reduced |
| LMR Partners LLP | 44,064 | $31.9M | 0.23% | −34,486−43.9% | Reduced |
| Voleon Capital Management LP | 43,986 | $31.8M | 0.58% | +41,586+1,732.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,874 | $31.7M | 1.01% | −3,596−7.6% | Reduced |
| Hartford Investment Management Co | 43,864 | $31.7M | 0.90% | −1,363−3.0% | Reduced |
| Kinetic Partners Management, LP | 43,700 | $31.6M | 0.75% | −39,200−47.3% | Reduced |
| Jupiter Asset Management Ltd | 43,618 | $31.5M | 0.16% | −87,669−66.8% | Reduced |
| Atria Investments LLC | 43,600 | $31.5M | 0.32% | +3,117+7.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 43,605 | $31.5M | 1.66% | −2,738−5.9% | Reduced |
| Wealth High Governance Asset Management Ltda. | 43,440 | $31.4M | 3.34% | +43,440 | New |
| Warren Averett Asset Management, LLC | 43,381 | $31.4M | 0.18% | −4,075−8.6% | Reduced |
| Capital International Inc | 43,319 | $31.3M | 0.22% | +432+1.0% | Added |
| American National Bank | 43,072 | $31.1M | 2.66% | −737−1.7% | Reduced |
| KCM Investment Advisors LLC | 42,903 | $31.0M | 0.92% | −642−1.5% | Reduced |
| Maryland State Retirement & Pension System | 42,680 | $30.9M | 0.53% | +2,690+6.7% | Added |
| F&V Capital Management, LLC | 42,185 | $30.5M | 5.62% | −25,526−37.7% | Reduced |
| Tower Research Capital LLC (TRC) | 41,451 | $30.0M | 0.73% | +1,467+3.7% | Added |
| China Universal Asset Management Co., Ltd. | 41,061 | $29.7M | 1.78% | +3,778+10.1% | Added |
| Scotia Capital Inc. | 40,952 | $29.6M | 0.11% | +4,022+10.9% | Added |
| Sienna Gestion | 41,957 | $29.5M | 1.73% | −16,898−28.7% | Reduced |
| BSN Capital Partners Ltd | 50,000 | $29.4M | 1.33% | +50,000 | New |
| Fisher Funds Management LTD | 40,717 | $29.4M | 0.84% | −40,346−49.8% | Reduced |
| Clearstead Advisors, LLC | 40,185 | $29.1M | 0.27% | +911+2.3% | Added |
| William Allan, LLC | 40,181 | $29.1M | 14.21% | −4,562−10.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 39,786 | $28.8M | 1.09% | −463−1.2% | Reduced |
| Suncoast Equity Management | 39,743 | $28.7M | 3.60% | +39,743 | New |
| First American Bank | 39,615 | $28.6M | 1.60% | +332+0.8% | Added |
| New Mexico Educational Retirement Board | 39,486 | $28.5M | 0.72% | +3,600+10.0% | Added |
| Spire Wealth Management | 39,393 | $28.5M | 0.86% | +914+2.4% | Added |
| Meeder Asset Management Inc | 39,219 | $28.4M | 1.45% | −1,216−3.0% | Reduced |
| Benjamin Edwards Inc | 39,111 | $28.3M | 0.26% | −1,432−3.5% | Reduced |
| HB Wealth Management, LLC | 39,072 | $28.2M | 0.16% | +2,228+6.0% | Added |
| GDS Wealth Management | 39,014 | $28.2M | 1.34% | +5,250+15.5% | Added |
| SIH Partners, LLLP | 39,002 | $28.2M | 1.18% | −5,217−11.8% | Reduced |
| Beacon Investment Advisors LLC | 38,952 | $28.2M | 8.84% | −29−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 38,765 | $28.0M | 1.25% | −19,057−33.0% | Reduced |
| Integrated Wealth Concepts LLC | 38,563 | $27.9M | 0.18% | +1,091+2.9% | Added |
| Sculptor Capital LP | 38,300 | $27.7M | 0.29% | −259,500−87.1% | Reduced |
| FourThought Financial Partners, LLC | 38,231 | $27.6M | 2.13% | −2,754−6.7% | Reduced |
| Burney Co | 38,070 | $27.5M | 0.74% | −954−2.4% | Reduced |
| GAM Holding AG | 37,829 | $27.4M | 2.10% | −1,395−3.6% | Reduced |
| Modera Wealth Management, LLC | 37,783 | $27.3M | 0.29% | −1,545−3.9% | Reduced |