Applied MaterialsAMAT
13F holders, Q2 2026 (June 30)3,513holders +561
670new positions
111sold out
19famous investors
$718.16avg. 13F price*
At the end of Q2 2026, 3,513 institutions reported holding Applied Materials Inc. (AMAT) in their 13F filings, up 561 from Q1 2026. 670 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($58.0B), Vanguard Capital Management LLC ($37.5B) and State Street Corp. ($27.6B). 19 famous investors held it, including Philippe Laffont (6.3% of Coatue Management's portfolio), Stephen Mandel (5.3% of Lone Pine Capital's portfolio) and Chase Coleman (4.9% of Tiger Global Management's portfolio).
- Company
- Applied Materials Inc.
- Sector
- Technology
- CUSIP
- 038222105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 670 | $5.3B |
| Exits | 111 | $990.0M |
All 13F filers, Q1 2026 → Q2 2026: 59,238,370 shares bought and 50,423,178 shares sold, net +8,815,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,513 holders
| BlackRock, Inc. | 0.87% | Add +1.6% | 80,212,518 | $58.0B |
| Vanguard Capital Management LLC | 0.80% | Add +0.5% | 51,848,358 | $37.5B |
| State Street Corp. | 0.82% | Add +1.9% | 38,240,019 | $27.6B |
| Invesco Ltd. | 1.62% | Add +7.2% | 28,265,844 | $20.4B |
| Capital Research Global Investors | 2.25% | Reduce -24.8% | 22,159,097 | $16.0B |
| Geode Capital Management, LLC | 0.85% | Add +0.4% | 22,007,983 | $15.9B |
| Vanguard Portfolio Management LLC | 0.60% | Add +7.5% | 18,553,307 | $13.4B |
| Morgan Stanley | 0.52% | Add +14.2% | 13,523,832 | $9.8B |
| JPMorgan Chase & Co. | 0.56% | Add +182.0% | 13,886,053 | $9.6B |
| T. Rowe Price Associates Inc. | 0.92% | Add +108.3% | 12,627,555 | $9.1B |
| Norges Bank | 0.81% | — | 11,305,788 | $8.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.24% | Reduce -5.8% | 9,412,435 | $6.8B |
| FMR LLC | 0.29% | Add +45.0% | 9,274,335 | $6.7B |
| Goldman Sachs Group Inc. | 0.68% | Add +13.3% | 8,904,389 | $6.4B |
| Northern Trust Corp. | 0.75% | Add +0.9% | 8,867,150 | $6.4B |
| Amundi | 1.36% | Add +19.0% | 7,808,207 | $5.6B |
| Van Eck Associates Corp. | 3.43% | Add +16.2% | 7,713,599 | $5.6B |
| Bank of America Corp. | 0.34% | Add +34.9% | 7,265,371 | $5.3B |
| Bank of New York Mellon Corp | 0.83% | Reduce -18.4% | 7,021,201 | $5.1B |
| Ameriprise Financial Inc. | 0.94% | Reduce -28.5% | 6,397,369 | $4.6B |
| Nuveen, LLC | 1.06% | Add +1.9% | 6,112,926 | $4.4B |
| Sanders Capital, LLC | 4.41% | Reduce -1.3% | 6,094,372 | $4.4B |
| Legal & General Group Plc | 0.92% | Reduce -5.0% | 6,091,952 | $4.4B |
| Charles Schwab Investment Management Inc. | 0.48% | Add +0.7% | 4,969,702 | $3.6B |
| Vanguard Fiduciary Trust Co. | 0.73% | Add +1.4% | 4,560,642 | $3.3B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.45% | Reduce -6.1% | 4,269,862 | $3.1B |
| Coatue Management | 6.26% | Reduce -19.7% | 4,213,483 | $3.0B |
| Deutsche Bank AG | 0.84% | Reduce -38.5% | 3,997,687 | $2.9B |
| UBS Group AG | 0.43% | Add +15.6% | 3,718,754 | $2.7B |
| Barclays PLC | 0.79% | Reduce -20.6% | 3,443,414 | $2.5B |
| Franklin Resources Inc. | 0.54% | Add +12.1% | 3,368,605 | $2.4B |
| American Century Companies Inc. | 0.96% | Reduce -15.2% | 3,004,203 | $2.2B |
| Citigroup Inc. | 0.98% | Add +16.6% | 2,896,473 | $2.1B |
| Swedbank AB | 1.80% | Add +2.0% | 2,893,202 | $2.1B |
| SG Americas Securities, LLC | 1.16% | Add +418.9% | 2,767,054 | $2.0B |
| Dimensional Fund Advisors LP | 0.35% | Reduce -5.7% | 2,691,332 | $1.9B |
| Capital World Investors | 0.23% | Add +56.9% | 2,683,846 | $1.9B |
| Boston Partners | 1.68% | Reduce -3.4% | 2,636,446 | $1.9B |
| Alliancebernstein L.P. | 0.61% | Reduce -0.7% | 5,426,770 | $1.9B |
| Parnassus Investments, LLC | 4.89% | Reduce -15.1% | 2,531,747 | $1.8B |
| First Trust Advisors LP | 1.05% | Reduce -4.9% | 2,462,125 | $1.8B |
| Swiss National Bank | 0.85% | Reduce -3.8% | 2,238,380 | $1.6B |
| Canada Pension Plan Investment Board | 0.89% | Add +6.1% | 2,234,458 | $1.6B |
| HSBC Holdings PLC | 0.75% | Reduce -3.9% | 2,151,066 | $1.6B |
| California Public Employees Retirement System | 0.87% | Add +15.5% | 2,139,430 | $1.5B |
| Royal Bank of Canada | 0.26% | Reduce -6.8% | 2,121,717 | $1.5B |
| Jupiter Topco LLC | 0.62% | — | 2,091,340 | $1.5B |
| Pictet Asset Management Holding SA | 1.44% | Reduce -25.6% | 2,084,024 | $1.5B |
| Wells Fargo & Company | 0.26% | Add +14.6% | 2,080,426 | $1.5B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.81% | Add +7.7% | 2,034,179 | $1.5B |
| Nordea Investment Management AB | 1.19% | Reduce -2.1% | 1,999,444 | $1.5B |
| Acadian Asset Management LLC | 1.69% | Reduce -7.7% | 1,972,046 | $1.4B |
| Allianz Asset Management GmbH | 1.32% | Add +7.3% | 1,971,329 | $1.4B |
| Robeco Institutional Asset Management B.V. | 1.74% | Add +11.7% | 1,963,208 | $1.4B |
| National Pension Service | 0.91% | Add +0.5% | 1,962,051 | $1.4B |
| Rafferty Asset Management, LLC | 3.18% | Add +23.1% | 1,931,172 | $1.4B |
| Capital International Investors | 0.29% | Reduce -16.0% | 1,898,077 | $1.4B |
| Sumitomo Mitsui Trust Group, Inc. | 0.78% | Add +0.9% | 1,884,226 | $1.4B |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.32% | Add +12.7% | 1,807,675 | $1.3B |
| Vanguard Global Advisers, LLC | 0.58% | Reduce -1.4% | 1,715,723 | $1.2B |
| BNP Paribas Financial Markets | 0.64% | Reduce -18.9% | 1,682,457 | $1.2B |
| Tiger Global Management | 4.92% | Reduce -1.5% | 1,632,210 | $1.2B |
| Voya Investment Management LLC | 1.17% | Reduce -12.8% | 1,630,815 | $1.2B |
| Victory Capital Management Inc. | 0.64% | Reduce -1.0% | 1,569,763 | $1.1B |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.76% | Add +12.3% | 1,547,641 | $1.1B |
| Massachusetts Financial Services Co. | 0.35% | Add +28.8% | 1,522,200 | $1.1B |
| Alkeon Capital Management LLC | 4.20% | New | 1,504,800 | $1.1B |
| Bessemer Group Inc. | 1.49% | Add +23.0% | 1,495,970 | $1.1B |
| Bank Julius Baer & Co. Ltd, Zurich | 2.78% | Add +27.2% | 1,495,836 | $1.1B |
| Rhumbline Advisers | 0.77% | Add +2.1% | 1,419,788 | $1.0B |
| Raymond James Financial Inc. | 0.26% | Reduce -3.8% | 1,343,194 | $971.1M |
| Nomura Asset Management Co. Ltd. | 1.97% | Add +6.1% | 1,269,847 | $918.1M |
| Russell Investments Group, Ltd. | 0.81% | Add +1.9% | 1,274,698 | $915.3M |
| CANADA LIFE ASSURANCE Co | 1.46% | Reduce -4.2% | 1,265,620 | $913.7M |
| KBC Group NV | 1.95% | Add +247.3% | 1,249,386 | $903.3M |
| First Manhattan Co. Llc. | 2.29% | Reduce -17.6% | 1,240,454 | $896.8M |
| Caisse de depot et placement du Quebec | 1.26% | Reduce -3.3% | 1,224,807 | $885.5M |
| Lone Pine Capital | 5.34% | New | 1,207,737 | $873.2M |
| California State Teachers Retirement System | 0.80% | Reduce -1.7% | 1,203,586 | $870.2M |
| Neuberger Berman Group LLC | 0.56% | Add +14.7% | 1,171,023 | $844.2M |
| Bank of Nova Scotia | 1.23% | Add +25.6% | 1,106,526 | $800.0M |
| Citadel Advisors | 0.46% | Reduce -16.2% | 1,080,951 | $781.5M |
| Wellington Management Group LLP | 0.13% | Add +197.2% | 1,061,899 | $767.8M |
| Bank of Montreal | 0.28% | Add +15.0% | 1,059,621 | $766.1M |
| Primecap Management Co. | 0.45% | Reduce -11.2% | 1,042,926 | $754.0M |
| Squarepoint Ops LLC | 1.47% | Add +215.5% | 1,037,833 | $750.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.07% | Add +125.5% | 1,030,429 | $745.0M |
| Principal Financial Group Inc. | 0.36% | Add +3.0% | 1,008,591 | $729.2M |
| Natixis Advisors, LLC | 0.80% | Add +17.5% | 990,105 | $715.8M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -1.0% | 987,556 | $714.0M |
| Mirae Asset Global Investments Co., Ltd. | 1.34% | Add +24.2% | 975,112 | $705.0M |
| ProShare Advisors LLC | 1.01% | Reduce -22.1% | 970,792 | $701.9M |
| Ensign Peak Advisors, Inc | 1.11% | Reduce -17.0% | 930,145 | $672.5M |
| LPL Financial LLC | 0.15% | Add +6.1% | 916,507 | $662.6M |
| Prudential Financial Inc. | 0.72% | Add +19.3% | 912,379 | $659.7M |
| Manufacturers Life Insurance Company, The | 0.52% | Reduce -1.3% | 910,031 | $657.9M |
| Employees Provident Fund Board | 3.65% | Add +2.5% | 878,803 | $635.4M |
| TD Asset Management Inc | 0.55% | Reduce -20.2% | 877,158 | $634.2M |
| Menora Mivtachim Holdings LTD. | 2.47% | Reduce -24.4% | 874,054 | $631.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.97% | Reduce -4.5% | 874,439 | $625.9M |
"% of holder's portfolio" is AMAT's weight in each manager's 13F, not the share of Applied Materials Inc. the manager owns.