Applied MaterialsAMAT
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,321 institutions reported holding Applied Materials Inc. (AMAT) in their 13F filings, up 156 from Q1 2025. 288 opened new positions and 130 sold out. The largest holders were Vanguard Group Inc. ($14.1B), BlackRock, Inc. ($13.8B) and State Street Corp. ($7.1B). 12 famous investors held it, including Chase Coleman (0.5% of Tiger Global Management's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 288 | $2.0B |
| Exits | 130 | $768.8M |
All 13F filers, Q1 2025 → Q2 2025: 56,096,395 shares bought and 62,735,397 shares sold, net −6,639,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,321 holders
| Vanguard Group Inc. | 0.23% | Add +0.1% | 77,288,026 | $14.1B |
| BlackRock, Inc. | 0.26% | Reduce -4.2% | 75,259,933 | $13.8B |
| State Street Corp. | 0.27% | Add +1.0% | 38,920,984 | $7.1B |
| Geode Capital Management, LLC | 0.27% | Add +2.0% | 21,026,363 | $3.8B |
| Alliancebernstein L.P. | 0.81% | Add +72.5% | 13,564,120 | $2.5B |
| Morgan Stanley | 0.13% | Add +6.2% | 10,779,144 | $2.0B |
| Northern Trust Corp. | 0.24% | Reduce -2.2% | 9,550,313 | $1.7B |
| Ameriprise Financial Inc. | 0.40% | Add +13.7% | 8,936,363 | $1.6B |
| Van Eck Associates Corp. | 1.85% | Add +15.2% | 8,870,221 | $1.6B |
| Norges Bank | 0.20% | Reduce -16.2% | 8,761,686 | $1.6B |
| T. Rowe Price Associates Inc. | 0.18% | Add +52.1% | 8,475,856 | $1.6B |
| Amundi | 0.52% | Add +2.8% | 7,871,960 | $1.5B |
| Bank of New York Mellon Corp | 0.28% | Add +3.8% | 7,951,691 | $1.5B |
| Sanders Capital, LLC | 1.89% | New | 7,698,260 | $1.4B |
| Invesco Ltd. | 0.24% | Reduce -4.7% | 7,637,048 | $1.4B |
| Nuveen, LLC | 0.39% | Add +1.8% | 7,612,624 | $1.4B |
| Goldman Sachs Group Inc. | 0.23% | Add +35.0% | 7,607,233 | $1.4B |
| Bank of America Corp. | 0.10% | Add +12.5% | 7,063,382 | $1.3B |
| Deutsche Bank AG | 0.45% | Reduce -7.1% | 6,681,811 | $1.2B |
| Legal & General Group Plc | 0.29% | Reduce -1.6% | 6,488,792 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Add +31.5% | 5,225,830 | $956.7M |
| FMR LLC | 0.05% | Reduce -44.3% | 5,063,596 | $927.0M |
| EdgePoint Investment Group Inc. | 6.92% | Add +3.6% | 4,991,467 | $913.8M |
| Davis Selected Advisers | 4.85% | Reduce -0.7% | 4,957,593 | $907.6M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +1.5% | 4,873,162 | $892.1M |
| UBS Group AG | 0.18% | Reduce -17.8% | 4,766,535 | $872.6M |
| Capital Research Global Investors | 0.17% | Add +493.6% | 4,572,490 | $837.1M |
| American Century Companies Inc. | 0.43% | Reduce -3.5% | 4,285,879 | $784.6M |
| Barclays PLC | 0.30% | Add +7.8% | 4,004,492 | $733.1M |
| Capital World Investors | 0.10% | Reduce -67.9% | 3,918,271 | $717.3M |
| Swedbank AB | 0.78% | Add +0.6% | 3,768,551 | $689.9M |
| Capital International Investors | 0.12% | Reduce -71.0% | 3,737,399 | $684.2M |
| Lazard Asset Management LLC | 1.04% | Add +2.9% | 3,717,354 | $680.5M |
| Franklin Resources Inc. | 0.18% | Reduce -4.1% | 3,577,798 | $655.0M |
| Boston Partners | 0.72% | Add +50.8% | 3,536,507 | $646.9M |
| Parnassus Investments, LLC | 1.41% | Reduce -1.9% | 3,338,954 | $611.3M |
| Citigroup Inc. | 0.42% | Reduce -6.4% | 3,323,777 | $608.5M |
| Royal Bank of Canada | 0.12% | Add +29.0% | 3,303,614 | $604.8M |
| Victory Capital Management Inc. | 0.39% | Add +126.2% | 3,181,474 | $590.6M |
| Cantillon Capital Management LLC | 3.16% | Reduce -2.8% | 2,983,740 | $546.2M |
| First Trust Advisors LP | 0.44% | Add +5.3% | 2,956,722 | $541.3M |
| Allianz Asset Management GmbH | 0.72% | Reduce -16.2% | 2,951,217 | $540.3M |
| BNP Paribas Financial Markets | 0.43% | Reduce -36.2% | 2,936,996 | $537.7M |
| Pictet Asset Management Holding SA | 0.54% | Reduce -7.5% | 2,920,633 | $534.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.32% | Add +3.7% | 2,844,760 | $520.8M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -2.7% | 2,822,649 | $516.8M |
| First Manhattan Co. Llc. | 1.45% | Reduce -9.1% | 2,808,455 | $514.1M |
| Naya Capital Management UK Ltd. | 37.99% | Add +12.8% | 2,706,855 | $495.5M |
| Rafferty Asset Management, LLC | 1.51% | Add +39.4% | 2,502,036 | $458.0M |
| HSBC Holdings PLC | 0.30% | Reduce -5.7% | 2,494,755 | $457.1M |
| Flossbach Von Storch SE | 1.84% | Add +11.5% | 2,461,720 | $450.7M |
| Swiss National Bank | 0.27% | Add +7.2% | 2,459,400 | $450.2M |
| California Public Employees Retirement System | 0.28% | Add +55.6% | 2,380,485 | $435.8M |
| Nordea Investment Management AB | 0.40% | Add +2.1% | 2,329,966 | $427.3M |
| National Pension Service | 0.35% | Add +15.2% | 2,201,543 | $403.0M |
| Assenagon Asset Management S.A. | 0.59% | Add +9.4% | 2,024,265 | $370.6M |
| Wells Fargo & Company | 0.08% | Reduce -2.5% | 1,919,582 | $351.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.65% | Add +43.0% | 1,750,242 | $320.4M |
| Primecap Management Co. | 0.25% | Reduce -28.7% | 1,750,026 | $320.4M |
| Canada Pension Plan Investment Board | 0.27% | Add +41.4% | 1,734,550 | $317.5M |
| Acadian Asset Management LLC | 0.65% | Add +417.3% | 1,732,015 | $317.1M |
| Menora Mivtachim Holdings LTD. | 1.79% | No change | 1,695,664 | $310.4M |
| LSV Asset Management | 0.71% | Add +53.3% | 1,650,742 | $302.2M |
| Alecta Tjanstepension Omsesidigt | 1.42% | Add +24.2% | 1,649,000 | $301.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +6.5% | 1,642,443 | $300.7M |
| Bessemer Group Inc. | 0.47% | Add +49.6% | 1,581,298 | $289.5M |
| TD Asset Management Inc | 0.24% | Add +0.9% | 1,530,957 | $280.3M |
| Rhumbline Advisers | 0.24% | Reduce -5.4% | 1,509,499 | $276.3M |
| ProShare Advisors LLC | 0.51% | Add +4.0% | 1,409,064 | $258.0M |
| CANADA LIFE ASSURANCE Co | 0.40% | Add +9.8% | 1,387,850 | $254.5M |
| Impax Asset Management Group plc | 1.41% | Reduce -16.1% | 1,339,357 | $244.4M |
| California State Teachers Retirement System | 0.26% | Reduce -0.1% | 1,301,279 | $238.2M |
| Epoch Investment Partners, Inc. | 1.23% | Add +2.3% | 1,300,943 | $238.2M |
| National Bank of Canada | 0.26% | Add +25.5% | 1,293,718 | $236.8M |
| Russell Investments Group, Ltd. | 0.30% | Add +65.2% | 1,274,596 | $233.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +3.5% | 1,272,907 | $233.0M |
| Ensign Peak Advisors, Inc | 0.40% | Add +10.5% | 1,262,058 | $231.0M |
| Maj Invest Holding A/S | 7.97% | Add +42.5% | 1,243,658 | $227.7M |
| Raymond James Financial Inc. | 0.08% | Add +1.2% | 1,204,263 | $220.5M |
| Robeco Institutional Asset Management B.V. | 0.36% | Add +83.2% | 1,202,539 | $220.1M |
| Employees Provident Fund Board | 1.89% | Add +33.5% | 1,196,781 | $219.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -22.4% | 1,194,181 | $218.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.63% | Reduce -0.8% | 1,150,314 | $210.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.38% | Add +13.4% | 1,149,316 | $210.4M |
| Brown Brothers Harriman & Co. | 1.32% | Add +39.1% | 1,122,822 | $205.6M |
| AQR Capital Management | 0.17% | Add +60.0% | 1,094,577 | $200.2M |
| New York State Common Retirement Fund | 0.26% | Reduce -0.7% | 1,077,482 | $197.3M |
| Principal Financial Group Inc. | 0.10% | Reduce -5.3% | 1,020,638 | $186.8M |
| Manufacturers Life Insurance Company, The | 0.16% | Reduce -14.4% | 971,653 | $177.9M |
| Neuberger Berman Group LLC | 0.13% | Reduce -13.1% | 939,658 | $172.0M |
| Natixis Advisors, LLC | 0.27% | Add +19.7% | 939,107 | $171.9M |
| Stifel Financial Corp. | 0.16% | Add +2.1% | 908,480 | $166.3M |
| Tiger Global Management | 0.48% | No change | 895,200 | $163.9M |
| Royal London Asset Management Ltd. | 0.37% | Reduce -10.4% | 876,669 | $160.5M |
| Abrams Bison Investments, LLC | 14.94% | No change | 875,000 | $160.2M |
| Bank of Montreal | 0.08% | Reduce -12.6% | 872,115 | $159.7M |
| Macquarie Group Ltd. | 0.19% | Reduce -8.2% | 864,553 | $158.3M |
| KBC Group NV | 0.42% | Reduce -32.3% | 851,755 | $155.9M |
| Thrivent Financial for Lutherans | 0.35% | Reduce -7.4% | 847,021 | $155.1M |
| Vontobel Holding Ltd. | 0.50% | Reduce -10.6% | 830,898 | $152.1M |
"% of holder's portfolio" is AMAT's weight in each manager's 13F, not the share of Applied Materials Inc. the manager owns.