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 |
|---|---|---|---|---|---|
| Triglav Skladi, D.O.O. | 27,111 | $19.6M | 1.03% | +9,447+53.5% | Added |
| Polar Capital Holdings Plc | 26,999 | $19.5M | 0.06% | −9,569−26.2% | Reduced |
| Rench Wealth Management, Inc. | 26,943 | $19.5M | 5.23% | −4,806−15.1% | Reduced |
| Bailard, Inc. | 26,857 | $19.4M | 0.40% | −1,039−3.7% | Reduced |
| Ancora Advisors, LLC | 26,601 | $19.2M | 0.37% | −7,001−20.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,491 | $19.2M | 0.82% | −2,806−9.6% | Reduced |
| Caisse des Depots Et Consignations | 26,413 | $19.1M | 0.32% | +12,529+90.2% | Added |
| Coldstream Capital Management Inc | 26,349 | $19.1M | 0.24% | −2,171−7.6% | Reduced |
| RSM US Wealth Management LLC | 26,328 | $19.0M | 0.21% | −562−2.1% | Reduced |
| CSM Advisors, LLC | 26,096 | $18.9M | 0.40% | +26,096 | New |
| Plimoth Trust Co LLC | 26,073 | $18.9M | 3.76% | −1,464−5.3% | Reduced |
| Colonial Trust Co | 26,023 | $18.8M | 2.38% | −1,038−3.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 26,000 | $18.8M | 1.37% | +1,000+4.0% | Added |
| Williams Jones Wealth Management, LLC. | 25,731 | $18.6M | 0.21% | +374+1.5% | Added |
| Trustco Bank Corp N Y | 25,711 | $18.6M | 13.56% | +498+2.0% | Added |
| Hosking Partners LLP | 25,682 | $18.6M | 0.62% | −5,720−18.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,679 | $18.6M | 11.13% | −11,321−30.6% | Reduced |
| Osmosis Investment Management UK Ltd | 25,676 | $18.6M | 0.86% | −29,397−53.4% | Reduced |
| Oppenheimer Asset Management Inc. | 25,553 | $18.5M | 0.19% | −22,663−47.0% | Reduced |
| Ontario Teachers Pension Plan Board | 25,536 | $18.5M | 0.12% | −6,878−21.2% | Reduced |
| Peak Planning Group, LLC | 25,499 | $18.4M | 4.16% | +131+0.5% | Added |
| Global Retirement Partners, LLC | 25,488 | $18.4M | 0.28% | +25,488 | New |
| Northwestern Mutual Investment Management Company, LLC | 25,445 | $18.4M | 0.22% | +47+0.2% | Added |
| General American Investors Co Inc | 25,052 | $18.1M | 1.10% | −16,600−39.9% | Reduced |
| Puzo Michael J | 25,035 | $18.1M | 4.67% | −542−2.1% | Reduced |
| Proem Advisors LLC | 25,000 | $18.1M | 3.71% | +25,000 | New |
| Empire Life Investments Inc. | 24,947 | $18.0M | 1.01% | +24,947 | New |
| Oversea-Chinese Banking CORP Ltd | 26,696 | $18.0M | 0.43% | +15,911+147.5% | Added |
| GAMMA Investing LLC | 24,813 | $17.9M | 0.67% | +2,247+10.0% | Added |
| CAPROCK Group, Inc. | 24,764 | $17.9M | 0.34% | −1,203−4.6% | Reduced |
| Pacifica Partners Inc. | 29,637 | $17.9M | 5.40% | −1,193−3.9% | Reduced |
| Gunderson Capital Management Inc. | 24,570 | $17.8M | 4.80% | +1,472+6.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 24,520 | $17.7M | 3.15% | −50−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 24,453 | $17.7M | 0.19% | −1,699−6.5% | Reduced |
| Summit Trail Advisors, LLC | 24,445 | $17.7M | 0.22% | −65−0.3% | Reduced |
| Perigon Wealth Management, LLC | 24,431 | $17.7M | 0.28% | +964+4.1% | Added |
| Independent Advisor Alliance | 24,353 | $17.6M | 0.41% | −928−3.7% | Reduced |
| Gateway Investment Advisers LLC | 24,165 | $17.5M | 0.17% | +2,119+9.6% | Added |
| Welch Group, LLC | 24,074 | $17.4M | 0.60% | +2,193+10.0% | Added |
| MUFG Securities Americas Inc. | 23,902 | $17.3M | 0.89% | +1,944+8.9% | Added |
| Capital Fund Management S.A. | 23,830 | $17.2M | 0.12% | −109,173−82.1% | Reduced |
| North Dakota State Investment Board | 23,375 | $16.9M | 0.69% | +134+0.6% | Added |
| Kultura Capital Management LP | 23,200 | $16.8M | 7.70% | +23,200 | New |
| Cypress Asset Management Inc | 23,172 | $16.8M | 3.26% | +58+0.3% | Added |
| Frank, Rimerman Advisors LLC | 23,084 | $16.7M | 0.95% | +335+1.5% | Added |
| Midwest Professional Planners, LTD. | 23,035 | $16.7M | 3.26% | −1,195−4.9% | Reduced |
| Philadelphia Trust Co | 23,010 | $16.6M | 1.07% | +100.0% | Added |
| LOM Asset Management Ltd | 22,964 | $16.6M | 4.29% | −747−3.2% | Reduced |
| Broderick Brian C | 22,872 | $16.5M | 2.56% | +1,625+7.6% | Added |
| Capital Wealth Planning, LLC | 22,788 | $16.5M | 0.08% | −965−4.1% | Reduced |
| Palmer Knight Co | 22,785 | $16.5M | 6.34% | −6,836−23.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 22,690 | $16.4M | 3.29% | −874−3.7% | Reduced |
| Evercore Wealth Management, LLC | 22,684 | $16.4M | 0.23% | −757−3.2% | Reduced |
| Stelac Advisory Services LLC | 22,177 | $16.3M | 3.04% | −20.0% | Reduced |
| Arvest Bank Trust Division | 22,554 | $16.3M | 0.79% | −377−1.6% | Reduced |
| Choate Investment Advisors | 22,451 | $16.2M | 0.29% | −3,026−11.9% | Reduced |
| Soltis Investment Advisors LLC | 22,415 | $16.2M | 0.93% | +580+2.7% | Added |
| Smithfield Trust Co | 22,387 | $16.2M | 0.65% | −32−0.1% | Reduced |
| Independent Financial Group, LLC | 22,350 | $16.2M | 0.30% | +8,122+57.1% | Added |
| Howard Capital Management Inc. | 22,341 | $16.2M | 0.19% | +12,544+128.0% | Added |
| Ssa Swiss Advisors AG | 21,734 | $16.0M | 6.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 22,105 | $16.0M | 0.27% | −205−0.9% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 22,085 | $16.0M | 7.46% | −22−0.1% | Reduced |
| Sterling Capital Management LLC | 22,071 | $16.0M | 0.27% | +14,505+191.7% | Added |
| Kelly Lawrence W & Associates Inc | 22,060 | $15.9M | 3.41% | −5,420−19.7% | Reduced |
| Kidder Stephen W | 22,000 | $15.9M | 4.02% | −265−1.2% | Reduced |
| Jacobi Capital Management LLC | 21,804 | $15.8M | 0.77% | −1,179−5.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 21,781 | $15.7M | 1.82% | +5,591+34.5% | Added |
| Bonness Enterprises Inc | 21,776 | $15.7M | 5.08% | −3,000−12.1% | Reduced |
| Cornerstone Advisors, LLC | 21,733 | $15.7M | 0.52% | +21,733 | New |
| Scott & Selber, Inc. | 21,687 | $15.7M | 3.31% | −100.0% | Reduced |
| Family Legacy, Inc. | 21,668 | $15.7M | 4.18% | −957−4.2% | Reduced |
| Johnson Investment Counsel Inc | 21,657 | $15.7M | 0.11% | +173+0.8% | Added |
| Resources Investment Advisors, LLC. | 21,622 | $15.6M | 0.13% | +532+2.5% | Added |
| KKM Financial LLC | 30,759 | $15.6M | 2.14% | −6,517−17.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 21,599 | $15.6M | 0.36% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 21,497 | $15.5M | 1.92% | −3,254−13.1% | Reduced |
| Modern Wealth Management, LLC | 21,432 | $15.5M | 0.19% | +2,729+14.6% | Added |
| Evergreen Capital Management LLC | 21,409 | $15.5M | 0.27% | −467−2.1% | Reduced |
| Phraction Management LLC | 21,394 | $15.5M | 3.74% | −100−0.5% | Reduced |
| Entropy Technologies, LP | 21,367 | $15.4M | 0.61% | +20,121+1,614.8% | Added |
| Intact Investment Management Inc. | 21,180 | $15.3M | 0.44% | −3,420−13.9% | Reduced |
| Daymark Wealth Partners, LLC | 21,156 | $15.3M | 0.37% | −559−2.6% | Reduced |
| Benchstone Capital Management LP | 21,149 | $15.3M | 1.91% | −65,379−75.6% | Reduced |
| Somerville Kurt F | 21,077 | $15.2M | 3.64% | −1,170−5.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,960 | $15.2M | 0.65% | −6,021−22.3% | Reduced |
| AMJ Financial Wealth Management | 44,267 | $15.1M | 3.58% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 20,906 | $15.1M | 0.66% | −140−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 20,800 | $15.0M | 1.65% | −7,752−27.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,783 | $15.0M | 0.90% | −325−1.5% | Reduced |
| Glass Wealth Management Co LLC | 20,544 | $14.9M | 4.98% | +286+1.4% | Added |
| New Age Alpha Advisors, LLC | 20,400 | $14.7M | 0.63% | −417−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 20,213 | $14.6M | 0.53% | +329+1.7% | Added |
| Alight Capital Management LP | 20,000 | $14.5M | 2.35% | −5,000−20.0% | Reduced |
| Eagle Capital Management, LLC | 19,932 | $14.4M | 4.92% | −629−3.1% | Reduced |
| WealthPlan Investment Management, LLC | 19,855 | $14.4M | 0.71% | +928+4.9% | Added |
| Perennial Advisors, LLC | 19,852 | $14.4M | 2.21% | −384−1.9% | Reduced |
| Fulton Bank, N.A. | 19,792 | $14.3M | 0.44% | −3,976−16.7% | Reduced |
| Plato Investment Management Ltd | 19,885 | $14.3M | 0.82% | +17+0.1% | Added |
| Stanley-Laman Group, Ltd. | 19,689 | $14.2M | 1.45% | −452−2.2% | Reduced |