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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.

Institutional holdersQ2 2026: 3,519 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,519 institutions
Value heldQ2 2026: $476.5B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,519$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q1 2026.

Institutions holding AMAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Univest Financial Corp37,614$27.2M1.33%−3,340−8.2%Reduced
GHP Investment Advisors, Inc.37,342$27.0M0.99%−430−1.1%Reduced
United Capital Financial Advisers, LLC37,339$27.0M0.15%+968+2.7%Added
Pensionmark Financial Group, LLC77,916$27.0M0.45%−473−0.6%Reduced
Diversified Trust Co37,277$27.0M0.43%+685+1.9%Added
Patton Albertson Miller Group, LLC36,852$26.6M2.65%−1,200−3.2%Reduced
Mane Global Capital Management LP36,573$26.4M2.19%+36,573New
E. Ohman J:or Asset Management AB36,471$26.4M0.61%+1,020+2.9%Added
Markel Group Inc.SuperinvestorMarkel Group36,350$26.3M0.20%00.0%Unchanged
Verdence Capital Advisors LLC35,859$25.9M1.36%−8,723−19.6%Reduced
Ameritas Investment Partners, Inc.35,835$25.9M0.69%−203−0.6%Reduced
Concurrent Investment Advisors, LLC35,585$25.7M0.22%+13,338+60.0%Added
Evergreen Private Wealth LLC34,994$25.7M9.49%−3,413−8.9%Reduced
Petredis Investment Advisors LLC35,047$25.3M1.71%+34+0.1%Added
Principal Securities, Inc.34,855$25.2M0.30%−6,070−14.8%Reduced
AG2R la Mondiale Gestion D'Actifs34,826$25.2M0.91%+2,900+9.1%Added
Burr Financial Services, LLC34,799$25.2M15.61%+982+2.9%Added
Westerkirk Capital Inc.34,606$25.0M2.41%+400+1.2%Added
Bogart Wealth, LLC34,475$24.9M0.85%+99+0.3%Added
Compass Wealth Management LLC34,357$24.8M4.70%−3,795−9.9%Reduced
Commerzbank Aktiengesellschaft34,290$24.8M0.50%+8,270+31.8%Added
First Foundation Advisors34,278$24.8M0.89%−390−1.1%Reduced
Glassy Mountain Advisors, Inc.34,139$24.7M6.75%−4,254−11.1%Reduced
Stephens Inc33,829$24.6M0.28%−677−2.0%Reduced
Isthmus Partners, LLC34,016$24.6M2.38%−11,559−25.4%Reduced
Naples Global Advisors, LLC33,854$24.5M1.51%−1,469−4.2%Reduced
Ironvine Capital Partners, LLC33,703$24.4M2.27%−5,727−14.5%Reduced
Savant Capital, LLC35,324$24.2M0.07%+10,199+40.6%Added
Ceredex Value Advisors LLC32,907$23.8M0.67%−35,864−52.1%Reduced
Davenport & Co LLC32,935$23.7M0.12%−3,261−9.0%Reduced
Kovitz Investment Group Partners, LLC32,776$23.7M0.52%−6,358−16.2%Reduced
WCG Wealth Advisors LLC32,744$23.7M0.56%−10,925−25.0%Reduced
Cooper Creek Partners Management LLC32,739$23.7M0.99%−6,952−17.5%Reduced
Metis Global Partners, LLC32,509$23.5M0.53%+3,002+10.2%Added
SRS Capital Advisors, Inc.32,497$23.5M0.16%+22,594+228.2%Added
Citizens National Bank Trust Department32,440$23.5M3.45%−1,012−3.0%Reduced
Citizens Financial Group Inc32,374$23.4M0.28%+1,242+4.0%Added
Hall Laurie J Trustee32,328$23.4M7.27%−805−2.4%Reduced
Farther Finance Advisors, LLC32,370$23.4M0.18%+2,736+9.2%Added
Simplex Trading, LLC32,303$23.4M0.61%+20,546+174.8%Added
Park Avenue Securities LLC32,142$23.2M0.15%+59+0.2%Added
Everence Capital Management Inc31,873$23.0M1.21%00.0%Unchanged
Edmond de Rothschild Holding S.A.31,818$23.0M0.30%+607+1.9%Added
Carret Asset Management, LLC31,772$23.0M2.01%−1,521−4.6%Reduced
Fifth Third Wealth Advisors LLC31,721$22.9M0.64%+2,672+9.2%Added
Silvant Capital Management LLC31,699$22.9M0.67%+13,360+72.9%Added
Insight Holdings Group, LLC31,595$22.8M1.74%−5,760−15.4%Reduced
IMC-Chicago, LLC31,530$22.8M0.21%+31,530New
Woodstock Corp31,408$22.7M1.89%−796−2.5%Reduced
Vega Investment Solutions32,417$22.7M3.22%+32,417New
Great Lakes Advisors, LLC31,296$22.6M0.17%−6,663−17.6%Reduced
Willis Investment Counsel31,135$22.5M1.07%+4,686+17.7%Added
Berkshire Capital Holdings Inc31,120$22.5M4.87%−1,350−4.2%Reduced
Miracle Mile Advisors, LLC31,078$22.5M0.26%+2,237+7.8%Added
Argent Trust Co30,959$22.4M0.65%−5,958−16.1%Reduced
Genoa Capital Gestora de Recursos Ltda.30,949$22.4M11.20%+30,949New
Callan Family Office, LLC30,770$22.2M0.43%+2,377+8.4%Added
Gold Investment Management Ltd.30,195$21.8M5.93%−848−2.7%Reduced
Delta Financial Advisors LLC30,132$21.8M5.17%−1,088−3.5%Reduced
Blume Capital Management, Inc.30,091$21.8M3.23%−8,771−22.6%Reduced
Telemark Asset Management, LLC30,000$21.7M1.57%−10,000−25.0%Reduced
Apollon Wealth Management, LLC29,846$21.6M0.26%+2,401+8.7%Added
Siemens Fonds Invest GmbH29,781$21.5M1.06%−427−1.4%Reduced
Two Sigma Investments, LP29,763$21.5M0.02%−413,887−93.3%Reduced
Tiaa-Cref Individual & Institutional Services, LLC29,721$21.5M0.07%−781−2.6%Reduced
Boothbay Fund Management, LLC29,687$21.5M0.41%+14,000+89.2%Added
Summit Street Capital Management, LLC29,589$21.4M3.00%−29,615−50.0%Reduced
ExodusPoint Capital Management, LP29,399$21.3M0.20%−57,622−66.2%Reduced
LGT Fund Management Co Ltd.29,366$21.2M0.88%−4,116−12.3%Reduced
Quadrant Capital Group LLC29,358$21.2M0.58%+2,343+8.7%Added
Kinneret Advisory, LLC29,355$21.2M1.72%00.0%Unchanged
Tokio Marine Asset Management Co Ltd29,338$21.2M0.66%+465+1.6%Added
Axxcess Wealth Management, LLC29,325$21.2M0.34%+29,325New
Empirical Finance, LLC29,292$21.2M0.88%+877+3.1%Added
CTC LLC29,288$21.2M1.24%+29,288New
Martingale Asset Management L P28,918$20.9M0.50%+24,801+602.4%Added
Beacon Pointe Advisors, LLC28,595$20.6M0.10%−2,287−7.4%Reduced
Churchill Financial Advisors, LLC28,502$20.6M3.97%−40−0.1%Reduced
Fort Sheridan Advisors LLC28,403$20.5M2.21%−51−0.2%Reduced
Liontrust Investment Partners LLP28,292$20.5M0.30%−69,229−71.0%Reduced
First Community Trust NA28,280$20.4M9.23%−561−1.9%Reduced
Hartford Financial Management Inc.28,239$20.4M4.56%−3,843−12.0%Reduced
Thames Capital Management LLC28,138$20.3M1.67%+28,138New
Canada Post Corp Registered Pension Plan28,124$20.3M0.71%+1,220+4.5%Added
Sawgrass Asset Management LLC28,062$20.3M2.68%−4,821−14.7%Reduced
Kepler Cheuvreux (Suisse) SA28,062$20.3M1.16%+28,062New
Two Sigma Securities, LLC28,021$20.3M1.75%+28,021New
Dnca Finance28,000$20.2M0.98%+19,000+211.1%Added
Spartan Wealth Advisory Services LLC27,805$20.1M1.65%+569+2.1%Added
Eurizon SLJ Capital Ltd27,775$20.1M7.41%+26,872+2,975.9%Added
Financiere des Professionnels - Fonds d,investissement inc.27,712$20.0M1.13%+3,768+15.7%Added
Advisors Asset Management, Inc.27,589$19.9M0.30%+392+1.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,556$19.9M0.29%+768+2.9%Added
Midway Capital Research & Management27,479$19.9M15.79%−1,566−5.4%Reduced
Arkadios Wealth Advisors27,411$19.8M0.30%+3,265+13.5%Added
Greenleaf Trust27,359$19.8M0.19%+441+1.6%Added
Ingalls & Snyder LLC27,274$19.7M0.54%−55−0.2%Reduced
Argonautica Private Wealth Management, Inc27,270$19.7M4.81%−612−2.2%Reduced
Parallel Advisors, LLC27,226$19.7M0.30%+256+0.9%Added
Leelyn Smith, LLC27,114$19.6M2.38%−2,049−7.0%Reduced