Applied MaterialsAMAT

13F holders, Q2 2025 (June 30)
2,321holders +156
288new positions
130sold out
12famous investors
$182.98avg. 13F price*

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

01,0002,0003,0004,000 Q1 2024: 2,218Q1 2024Q2 2024: 2,281Q2 2024Q3 2024: 2,210Q3 2024Q4 2024: 2,236Q4 2024Q1 2025: 2,165Q1 2025Q2 2025: 2,321Q2 2025Q3 2025: 2,360Q3 2025Q4 2025: 2,642Q4 2025Q1 2026: 2,952Q1 2026Q2 2026: 3,513Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions288$2.0B
Exits130$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.

Show all 2,321 holders