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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
Signaturefd, LLC19,657$14.2M0.19%+741+3.9%Added
Worldquant Millennium Advisors LLC19,585$14.2M0.05%+15,519+381.7%Added
Foster & Motley Inc19,568$14.1M0.65%+2,582+15.2%Added
Regions Financial Corp19,485$14.1M0.08%−2,907−13.0%Reduced
Stratos Wealth Partners, LTD.19,432$14.0M0.14%+6,353+48.6%Added
Hidden Lake Asset Management LP19,410$14.0M9.56%+7,530+63.4%Added
Cullen Investment Group, Ltd.19,353$14.0M1.69%+1,556+8.7%Added
Fortem Financial Group, LLC19,333$14.0M2.85%+963+5.2%Added
Vestmark Advisory Solutions, Inc.19,263$13.9M0.13%+2,318+13.7%Added
Cape Cod Five Cents Savings Bank19,120$13.8M1.12%+19,120New
Northwest Bancshares, Inc.19,048$13.8M2.48%−5,957−23.8%Reduced
Bill Few Associates, Inc.19,033$13.8M2.94%−495−2.5%Reduced
Koshinski Asset Management, Inc.18,988$13.7M0.73%+37+0.2%Added
Ibex Wealth Advisors18,962$13.7M1.07%+16,091+560.5%Added
Wahed Invest LLC18,866$13.6M1.42%−816−4.1%Reduced
Institute for Wealth Management, LLC.18,840$13.6M1.20%−174−0.9%Reduced
Advisory Resource Group18,476$13.4M2.01%+365+2.0%Added
Bank Ozk18,344$13.3M3.94%−1,245−6.4%Reduced
Cambient Family Office, LLC18,326$13.2M1.63%+70+0.4%Added
Progressive Investment Management Corp18,317$13.2M2.91%−244−1.3%Reduced
Tema ETFs LLC18,181$13.1M0.42%+880+5.1%Added
Red Spruce Capital, LLC18,124$13.1M4.57%−12,554−40.9%Reduced
WSFS Capital Management, LLC18,089$13.1M0.57%−362−2.0%Reduced
Barnes Dennig Private Wealth Management LLC18,086$13.1M10.46%−544−2.9%Reduced
Knollwood Investment Advisory, LLC18,067$13.1M1.16%+177+1.0%Added
American Money Management, LLC17,987$13.0M1.86%+9,370+108.7%Added
Fruth Investment Management17,975$13.0M3.09%−350−1.9%Reduced
BW Gestao de Investimentos Ltda.17,915$13.0M0.31%+17,915New
Cache Advisors, LLC17,867$12.9M1.10%+4,250+31.2%Added
Droms Strauss Advisors Inc17,820$12.9M2.92%00.0%Unchanged
Left Brain Wealth Management, LLC17,735$12.8M3.87%+10,086+131.9%Added
Capital Asset Advisory Services LLC17,563$12.7M0.46%−224−1.3%Reduced
Penobscot Investment Management Company, Inc.17,551$12.7M0.87%−75−0.4%Reduced
Cornerstone Wealth Group, LLC17,509$12.7M0.75%−12,101−40.9%Reduced
Capital International Sarl17,459$12.6M0.18%−4,410−20.2%Reduced
SFE Investment Counsel17,438$12.6M1.74%−1,819−9.4%Reduced
Pflug Koory, LLC17,343$12.5M5.01%−973−5.3%Reduced
Smartleaf Asset Management LLC18,020$12.5M0.41%00.0%Unchanged
SevenBridge Financial Group, LLC23,115$12.5M1.83%−1,605−6.5%Reduced
Howe & Rusling Inc17,216$12.4M0.72%+115+0.7%Added
SP Asset Management LLC17,191$12.4M1.00%−494−2.8%Reduced
Marathon Wealth Advisors LLC17,172$12.4M4.25%−133−0.8%Reduced
MASTERINVEST Kapitalanlage GmbH17,151$12.4M1.07%+3,538+26.0%Added
Processus Wealth & Capital Management, LLC17,044$12.3M7.30%−1,227−6.7%Reduced
Segall Bryant & Hamill, LLC17,016$12.3M0.15%+17,016New
Capelight Capital Asset Management LP17,000$12.3M6.12%−3,000−15.0%Reduced
Twin Peaks Capital Ltd17,000$12.3M8.48%+17,000New
Dorsey Wright & Associates16,951$12.3M2.08%+16,951New
Mather Group, LLC.16,923$12.2M0.11%−203−1.2%Reduced
Founders Capital Management16,913$12.2M5.29%+115+0.7%Added
Jackson Square Capital, LLC16,863$12.2M1.70%+10,544+166.9%Added
Curat Global, LLC14,756$12.2M10.30%−2,100−12.5%Reduced
Ballentine Partners, LLC16,797$12.1M0.15%+462+2.8%Added
BBR Partners, LLC16,782$12.1M0.57%−20.0%Reduced
Boston Private Wealth LLC16,760$12.1M0.76%−7,113−29.8%Reduced
Dakota Wealth Management16,729$12.1M0.23%−4,933−22.8%Reduced
BCJ Capital Management, LLC16,711$12.1M0.60%−554−3.2%Reduced
IFG Advisory, LLC16,658$12.0M0.42%+16,527+12,616.0%Added
Wealth High Governance Capital Ltda16,560$12.0M3.58%+16,560New
Baker Chad R16,530$12.0M1.93%00.0%Unchanged
ARP Global Capital Ltd16,517$11.9M5.25%+16,517New
Cullen Capital Management LLC16,439$11.9M0.12%−2,429−12.9%Reduced
Geneva Partners, LLC16,410$11.9M3.16%+16,410New
Twin Capital Management Inc16,369$11.8M1.29%+7,145+77.5%Added
Harbour Investments, Inc.16,286$11.8M0.16%−1,876−10.3%Reduced
Generate Investment Management Ltd16,275$11.8M0.48%−20,607−55.9%Reduced
Romano Brothers and Company16,099$11.6M1.17%−3,948−19.7%Reduced
Wright Investors Service Inc16,070$11.6M3.18%+399+2.5%Added
Concentric Capital Strategies, LP16,023$11.6M0.71%+10,809+207.3%Added
Level Four Advisory Services, LLC15,966$11.5M0.33%−374−2.3%Reduced
Ferguson Wellman Capital Management, Inc15,894$11.5M0.14%+46+0.3%Added
Gamco Investors, Inc. Et Al15,770$11.4M0.10%−5,457−25.7%Reduced
Anchor Investment Management, LLC15,702$11.4M0.85%−69−0.4%Reduced
Maxi Investments CY Ltd15,700$11.4M2.30%+15,700New
Grantham, Mayo, Van Otterloo & Co. LLC15,644$11.3M0.03%−5,671−26.6%Reduced
Hilton Capital Management, LLC15,620$11.3M0.77%−2,236−12.5%Reduced
Tandem Capital Management Corp15,601$11.3M4.74%−681−4.2%Reduced
Drucker Wealth 3.0, LLC15,600$11.3M1.78%−70.0%Reduced
Securian Asset Management, Inc21,046$11.1M0.40%−487−2.3%Reduced
Shayne & Co., LLC15,409$11.1M3.30%−5,015−24.6%Reduced
Aaron Wealth Advisors15,406$11.1M0.57%+36+0.2%Added
Prime Capital Investment Advisors, LLC15,402$11.1M0.11%−133−0.9%Reduced
Peak Asset Management, LLC15,352$11.1M1.63%+3,521+29.8%Added
Palisade Capital Management LLC15,301$11.1M0.48%−1,052−6.4%Reduced
Annex Advisory Services, LLC15,145$10.9M0.19%−1,676−10.0%Reduced
Insigneo Advisory Services, LLC15,084$10.9M0.41%+12,012+391.0%Added
Intrust Bank NA15,028$10.9M0.80%−885−5.6%Reduced
Delaney Dennis R15,011$10.9M3.46%+425+2.9%Added
3G Capital Partners LP15,000$10.8M2.91%−20,000−57.1%Reduced
KP Management LLC15,000$10.8M2.27%+5,000+50.0%Added
Ashton Thomas Private Wealth, LLC14,999$10.8M0.23%+2,316+18.3%Added
Himension Fund14,922$10.8M0.66%−2,530−14.5%Reduced
Central Trust Co14,834$10.7M0.19%+722+5.1%Added
Arete Wealth Advisors, LLC14,831$10.7M0.71%+14,831New
Denali Advisors LLC14,650$10.6M1.07%+10,101+222.0%Added
RBA Wealth Management, LLC14,647$10.6M3.89%−12,299−45.6%Reduced
SBI Securities Co., Ltd.14,614$10.6M0.24%+2,209+17.8%Added
IFP Advisors, Inc14,578$10.5M0.19%+2,957+25.4%Added
Shoker Investment Counsel, Inc.14,488$10.5M2.63%+240+1.7%Added
Chatham Capital Group, Inc.14,460$10.5M1.34%−320−2.2%Reduced