Applied MaterialsAMAT
13F holders, Q3 2025 (September 30)2,360holders +39
202new positions
149sold out
15famous investors
$204.74avg. 13F price*
At the end of Q3 2025, 2,360 institutions reported holding Applied Materials Inc. (AMAT) in their 13F filings, up 39 from Q2 2025. 202 opened new positions and 149 sold out. The largest holders were Vanguard Group Inc. ($15.7B), BlackRock, Inc. ($15.2B) and State Street Corp. ($7.8B). 15 famous investors held it, including Philippe Laffont (1.7% of Coatue Management's portfolio), Chase Coleman (0.6% of Tiger Global Management's portfolio) and Ray Dalio (0.4% of Bridgewater Associates's portfolio).
- Company
- Applied Materials Inc.
- Sector
- Technology
- CUSIP
- 038222105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 202 | $2.1B |
| Exits | 149 | $993.9M |
All 13F filers, Q2 2025 → Q3 2025: 57,422,268 shares bought and 46,130,182 shares sold, net +11,292,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,360 holders
| Vanguard Group Inc. | 0.23% | Reduce -1.1% | 76,449,143 | $15.7B |
| BlackRock, Inc. | 0.27% | Reduce -1.2% | 74,384,347 | $15.2B |
| State Street Corp. | 0.27% | Reduce -1.9% | 38,172,102 | $7.8B |
| Geode Capital Management, LLC | 0.27% | Reduce -0.4% | 20,937,804 | $4.3B |
| Capital Research Global Investors | 0.57% | Add +225.4% | 14,877,672 | $3.0B |
| Alliancebernstein L.P. | 0.82% | Reduce -5.8% | 12,774,281 | $2.6B |
| Ameriprise Financial Inc. | 0.59% | Add +40.1% | 12,520,114 | $2.6B |
| Morgan Stanley | 0.14% | Add +3.0% | 11,097,823 | $2.3B |
| Sanders Capital, LLC | 2.77% | Add +42.6% | 10,978,990 | $2.2B |
| Van Eck Associates Corp. | 2.02% | Add +19.0% | 10,552,132 | $2.2B |
| Northern Trust Corp. | 0.25% | Reduce -1.4% | 9,415,183 | $1.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.41% | Add +617.2% | 9,129,483 | $1.9B |
| Bank of New York Mellon Corp | 0.30% | Add +3.9% | 8,264,566 | $1.7B |
| Invesco Ltd. | 0.26% | Add +4.6% | 7,985,720 | $1.6B |
| Amundi | 0.50% | Reduce -11.0% | 7,007,690 | $1.6B |
| Bank of America Corp. | 0.11% | Add +1.8% | 7,191,115 | $1.5B |
| Nuveen, LLC | 0.38% | Reduce -8.0% | 7,001,432 | $1.4B |
| Deutsche Bank AG | 0.45% | Reduce -2.1% | 6,540,039 | $1.3B |
| Legal & General Group Plc | 0.30% | Add +0.8% | 6,537,367 | $1.3B |
| Goldman Sachs Group Inc. | 0.19% | Reduce -16.9% | 6,320,210 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Add +14.5% | 5,982,262 | $1.2B |
| Davis Selected Advisers | 5.94% | Add +12.0% | 5,553,992 | $1.1B |
| FMR LLC | 0.05% | Reduce -0.9% | 5,015,682 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.16% | Reduce -0.3% | 4,860,741 | $995.2M |
| EdgePoint Investment Group Inc. | 7.37% | Reduce -3.5% | 4,817,887 | $986.4M |
| T. Rowe Price Associates Inc. | 0.10% | Reduce -46.4% | 4,543,770 | $930.3M |
| Barclays PLC | 0.31% | Add +1.4% | 4,060,052 | $831.3M |
| UBS Group AG | 0.16% | Reduce -15.7% | 4,018,232 | $822.7M |
| Parnassus Investments, LLC | 1.78% | Add +12.7% | 3,761,185 | $770.1M |
| Capital International Investors | 0.12% | Reduce -0.1% | 3,733,919 | $764.5M |
| Capital World Investors | 0.10% | Reduce -5.1% | 3,719,504 | $761.5M |
| Franklin Resources Inc. | 0.17% | Reduce -5.6% | 3,377,917 | $690.3M |
| Swedbank AB | 0.70% | Reduce -10.8% | 3,361,543 | $688.2M |
| Coatue Management | 1.68% | New | 3,349,048 | $685.7M |
| Dimensional Fund Advisors LP | 0.14% | Add +16.5% | 3,288,473 | $673.3M |
| Boston Partners | 0.68% | Reduce -9.3% | 3,208,759 | $658.8M |
| First Trust Advisors LP | 0.47% | Add +4.9% | 3,101,772 | $635.1M |
| American Century Companies Inc. | 0.32% | Reduce -29.5% | 3,020,823 | $618.5M |
| Cantillon Capital Management LLC | 3.33% | Reduce -1.1% | 2,951,260 | $604.2M |
| Lazard Asset Management LLC | 0.80% | Reduce -22.4% | 2,883,765 | $590.4M |
| FIL Ltd | 0.46% | Add +18620.1% | 2,834,031 | $580.2M |
| Pictet Asset Management Holding SA | 0.55% | Reduce -5.3% | 2,765,815 | $566.3M |
| Victory Capital Management Inc. | 0.32% | Reduce -15.7% | 2,683,635 | $549.2M |
| Royal Bank of Canada | 0.10% | Reduce -19.5% | 2,658,570 | $544.3M |
| Nordea Investment Management AB | 0.45% | Add +5.9% | 2,467,216 | $514.5M |
| Citigroup Inc. | 0.35% | Reduce -25.6% | 2,472,884 | $506.3M |
| Pacer Advisors, Inc. | 1.31% | Add +1704.0% | 2,439,598 | $499.5M |
| Flossbach Von Storch SE | 1.94% | Reduce -2.2% | 2,408,464 | $493.1M |
| HSBC Holdings PLC | 0.28% | Reduce -6.6% | 2,331,113 | $476.8M |
| Swiss National Bank | 0.27% | Reduce -5.9% | 2,313,300 | $473.6M |
| BNP Paribas Financial Markets | 0.37% | Reduce -22.3% | 2,283,579 | $467.5M |
| National Pension Service | 0.36% | Add +2.5% | 2,257,690 | $462.2M |
| Allianz Asset Management GmbH | 0.57% | Reduce -23.7% | 2,250,738 | $460.8M |
| Rafferty Asset Management, LLC | 1.48% | Reduce -11.1% | 2,223,600 | $455.3M |
| Assenagon Asset Management S.A. | 0.64% | Add +4.3% | 2,112,238 | $432.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.24% | Reduce -28.6% | 2,032,438 | $416.1M |
| First Manhattan Co. Llc. | 1.10% | Reduce -27.7% | 2,029,335 | $415.5M |
| Wells Fargo & Company | 0.07% | Reduce -7.8% | 1,769,763 | $362.3M |
| Menora Mivtachim Holdings LTD. | 1.76% | Add +0.1% | 1,697,664 | $347.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.25% | Add +3.2% | 1,695,146 | $347.4M |
| LSV Asset Management | 0.75% | Add +0.9% | 1,666,506 | $341.2M |
| Holocene Advisors, LP | 0.78% | New | 1,657,557 | $339.4M |
| Alecta Tjanstepension Omsesidigt | 1.51% | No change | 1,649,000 | $337.6M |
| California Public Employees Retirement System | 0.20% | Reduce -31.3% | 1,636,348 | $335.0M |
| Robeco Institutional Asset Management B.V. | 0.48% | Add +35.3% | 1,626,578 | $333.0M |
| National Bank of Canada | 0.37% | Add +22.8% | 1,588,727 | $325.3M |
| Primecap Management Co. | 0.25% | Reduce -9.5% | 1,584,226 | $324.4M |
| Bessemer Group Inc. | 0.49% | Reduce -0.4% | 1,574,814 | $322.4M |
| TD Asset Management Inc | 0.25% | Reduce -2.3% | 1,495,454 | $306.2M |
| CANADA LIFE ASSURANCE Co | 0.44% | Add +7.1% | 1,486,828 | $304.7M |
| Rhumbline Advisers | 0.24% | Reduce -2.3% | 1,474,149 | $301.8M |
| Russell Investments Group, Ltd. | 0.33% | Add +9.4% | 1,393,938 | $285.4M |
| Canada Pension Plan Investment Board | 0.19% | Reduce -22.2% | 1,350,149 | $276.4M |
| Raymond James Financial Inc. | 0.09% | Add +9.6% | 1,319,489 | $270.2M |
| California State Teachers Retirement System | 0.27% | Reduce -0.6% | 1,294,028 | $264.9M |
| Ensign Peak Advisors, Inc | 0.42% | Reduce -1.9% | 1,237,946 | $253.5M |
| Epoch Investment Partners, Inc. | 1.39% | Reduce -5.2% | 1,233,506 | $252.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.4% | 1,223,155 | $250.4M |
| Squarepoint Ops LLC | 0.52% | Add +432.7% | 1,191,405 | $243.9M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +22.2% | 1,187,261 | $243.1M |
| Maj Invest Holding A/S | 8.29% | Reduce -4.7% | 1,184,824 | $242.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.45% | Reduce -32.5% | 1,182,017 | $242.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.66% | Add +0.0% | 1,150,596 | $235.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.40% | Reduce -0.3% | 1,145,914 | $234.6M |
| ProShare Advisors LLC | 0.49% | Reduce -18.7% | 1,145,081 | $234.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.21% | Add +99.3% | 1,133,392 | $232.1M |
| Brown Brothers Harriman & Co. | 1.38% | Reduce -1.8% | 1,102,783 | $225.8M |
| Beutel, Goodman & Co Ltd. | 1.34% | New | 1,088,672 | $222.9M |
| Impax Asset Management Group plc | 1.29% | Reduce -19.4% | 1,079,832 | $221.1M |
| Abrams Bison Investments, LLC | 17.21% | Add +22.5% | 1,072,000 | $219.5M |
| New York State Common Retirement Fund | 0.27% | Reduce -4.3% | 1,031,105 | $211.1M |
| Principal Financial Group Inc. | 0.11% | Add +0.2% | 1,022,794 | $209.4M |
| Natixis Advisors, LLC | 0.29% | Add +1.9% | 957,386 | $196.0M |
| Employees Provident Fund Board | 1.56% | Reduce -20.9% | 946,781 | $193.8M |
| Bank of Montreal | 0.08% | Add +8.1% | 942,626 | $193.0M |
| Neuberger Berman Group LLC | 0.14% | Reduce -1.7% | 923,380 | $189.1M |
| Tiger Global Management | 0.57% | No change | 895,200 | $183.3M |
| Naya Capital Management UK Ltd. | 15.35% | Reduce -67.4% | 881,453 | $180.5M |
| Stifel Financial Corp. | 0.16% | Reduce -5.0% | 863,136 | $176.7M |
| LPL Financial LLC | 0.05% | Add +10.0% | 861,815 | $176.4M |
"% of holder's portfolio" is AMAT's weight in each manager's 13F, not the share of Applied Materials Inc. the manager owns.