Applied MaterialsAMAT
13F holders, Q4 2025 (December 31)2,642holders +282
260new positions
98sold out
17famous investors
$257.08avg. 13F price*
At the end of Q4 2025, 2,642 institutions reported holding Applied Materials Inc. (AMAT) in their 13F filings, up 282 from Q3 2025. 260 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($19.7B), BlackRock, Inc. ($19.3B) and State Street Corp. ($9.7B). 17 famous investors held it, including Philippe Laffont (3.8% of Coatue Management's portfolio), Lee Ainslie (3.1% of Maverick Capital's portfolio) and Chase Coleman (0.8% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 260 | $1.7B |
| Exits | 98 | $843.1M |
All 13F filers, Q3 2025 → Q4 2025: 78,058,303 shares bought and 62,564,084 shares sold, net +15,494,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,642 holders
| Vanguard Group Inc. | 0.29% | Add +0.4% | 76,779,340 | $19.7B |
| BlackRock, Inc. | 0.33% | Add +1.2% | 75,259,089 | $19.3B |
| State Street Corp. | 0.33% | Reduce -0.6% | 37,930,623 | $9.7B |
| Capital Research Global Investors | 1.55% | Add +119.8% | 32,707,049 | $8.4B |
| Invesco Ltd. | 0.63% | Add +224.1% | 25,883,548 | $6.7B |
| Geode Capital Management, LLC | 0.29% | Reduce -11.1% | 18,608,698 | $4.8B |
| Morgan Stanley | 0.18% | Add +3.4% | 11,470,835 | $2.9B |
| Norges Bank | 0.31% | — | 11,123,168 | $2.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.58% | Add +17.1% | 10,688,232 | $2.7B |
| Ameriprise Financial Inc. | 0.60% | Reduce -17.8% | 10,293,252 | $2.6B |
| Northern Trust Corp. | 0.29% | Reduce -4.4% | 8,997,927 | $2.3B |
| Bank of New York Mellon Corp | 0.41% | Add +8.2% | 8,945,840 | $2.3B |
| Sanders Capital, LLC | 2.62% | Reduce -19.5% | 8,835,961 | $2.3B |
| Van Eck Associates Corp. | 1.68% | Reduce -25.6% | 7,846,402 | $2.0B |
| Nuveen, LLC | 0.52% | Add +9.6% | 7,674,424 | $2.0B |
| Bank of America Corp. | 0.13% | Reduce -4.5% | 6,869,230 | $1.8B |
| Goldman Sachs Group Inc. | 0.24% | Add +5.9% | 6,695,745 | $1.7B |
| Deutsche Bank AG | 0.54% | Reduce -1.8% | 6,424,473 | $1.7B |
| Alliancebernstein L.P. | 0.52% | Reduce -49.7% | 6,422,185 | $1.7B |
| Legal & General Group Plc | 0.36% | Reduce -2.5% | 6,372,419 | $1.6B |
| Amundi | 0.49% | Reduce -10.8% | 6,248,542 | $1.6B |
| Coatue Management | 3.85% | Add +78.7% | 5,984,332 | $1.5B |
| T. Rowe Price Associates Inc. | 0.15% | Add +18.5% | 5,384,256 | $1.4B |
| Barclays PLC | 0.52% | Add +24.4% | 5,052,327 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.20% | Add +0.4% | 4,882,209 | $1.3B |
| FMR LLC | 0.06% | Reduce -3.6% | 4,834,589 | $1.2B |
| Davis Selected Advisers | 4.85% | Reduce -24.4% | 4,201,298 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.92% | Add +257.7% | 4,054,270 | $1.0B |
| Capital International Investors | 0.15% | Add +1.1% | 3,774,123 | $970.0M |
| American Century Companies Inc. | 0.47% | Add +20.1% | 3,628,597 | $932.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -41.9% | 3,473,736 | $892.7M |
| UBS Group AG | 0.17% | Reduce -15.0% | 3,416,516 | $878.0M |
| Parnassus Investments, LLC | 2.15% | Reduce -14.2% | 3,227,145 | $829.3M |
| Franklin Resources Inc. | 0.20% | Reduce -5.8% | 3,180,883 | $817.5M |
| Victory Capital Management Inc. | 0.45% | Add +15.5% | 3,099,085 | $796.4M |
| First Trust Advisors LP | 0.56% | Reduce -2.8% | 3,015,458 | $774.9M |
| Cantillon Capital Management LLC | 4.13% | Add +0.8% | 2,973,661 | $764.2M |
| Swedbank AB | 0.74% | Reduce -11.8% | 2,963,918 | $761.7M |
| Dimensional Fund Advisors LP | 0.16% | Reduce -11.5% | 2,909,748 | $747.9M |
| Pictet Asset Management Holding SA | 0.71% | Add +2.9% | 2,846,800 | $731.6M |
| Boston Partners | 0.75% | Reduce -13.5% | 2,774,323 | $719.5M |
| Royal Bank of Canada | 0.13% | Add +5.1% | 2,794,549 | $718.2M |
| Capital World Investors | 0.10% | Reduce -25.5% | 2,772,397 | $712.5M |
| Citadel Advisors | 0.44% | Add +599.2% | 2,475,223 | $636.1M |
| HSBC Holdings PLC | 0.36% | Add +4.9% | 2,444,695 | $629.1M |
| EdgePoint Investment Group Inc. | 4.84% | Reduce -52.4% | 2,291,514 | $588.9M |
| Rafferty Asset Management, LLC | 2.03% | Add +3.0% | 2,290,638 | $588.7M |
| Nordea Investment Management AB | 0.50% | Reduce -9.1% | 2,242,015 | $580.5M |
| Menora Mivtachim Holdings LTD. | 2.71% | Add +7.6% | 1,827,150 | $576.5M |
| Swiss National Bank | 0.33% | Reduce -5.6% | 2,183,000 | $561.0M |
| Citigroup Inc. | 0.38% | Reduce -12.9% | 2,153,848 | $553.5M |
| California Public Employees Retirement System | 0.30% | Add +25.8% | 2,058,801 | $529.1M |
| BNP Paribas Financial Markets | 0.34% | Reduce -10.1% | 2,052,031 | $527.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.30% | Reduce -3.0% | 1,970,454 | $506.4M |
| National Pension Service | 0.37% | Reduce -14.3% | 1,935,654 | $497.4M |
| Assenagon Asset Management S.A. | 0.74% | Reduce -9.2% | 1,917,422 | $492.8M |
| First Manhattan Co. Llc. | 1.27% | Reduce -7.1% | 1,885,459 | $484.5M |
| Canada Pension Plan Investment Board | 0.32% | Add +38.7% | 1,872,648 | $481.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.32% | Add +4.2% | 1,765,950 | $475.0M |
| Wells Fargo & Company | 0.09% | Add +0.4% | 1,777,498 | $456.8M |
| Alecta Tjanstepension Omsesidigt | 1.86% | No change | 1,649,000 | $423.5M |
| Bessemer Group Inc. | 0.62% | Reduce -1.0% | 1,559,363 | $400.7M |
| ProShare Advisors LLC | 0.70% | Add +35.5% | 1,551,166 | $398.6M |
| CANADA LIFE ASSURANCE Co | 0.69% | Add +3.5% | 1,539,551 | $395.6M |
| Robeco Institutional Asset Management B.V. | 0.54% | Reduce -9.4% | 1,474,092 | $378.8M |
| Rhumbline Advisers | 0.30% | Reduce -3.2% | 1,427,164 | $366.8M |
| Allianz Asset Management GmbH | 0.39% | Reduce -40.9% | 1,330,300 | $341.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.38% | Add +151.7% | 1,301,896 | $334.6M |
| Raymond James Financial Inc. | 0.10% | Reduce -3.9% | 1,268,733 | $326.1M |
| California State Teachers Retirement System | 0.32% | Reduce -2.7% | 1,259,023 | $323.6M |
| Ensign Peak Advisors, Inc | 0.56% | Add +0.3% | 1,241,527 | $319.1M |
| Primecap Management Co. | 0.24% | Reduce -22.1% | 1,233,826 | $317.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.87% | Add +5.8% | 1,217,829 | $313.6M |
| TD Asset Management Inc | 0.25% | Reduce -18.7% | 1,215,398 | $312.3M |
| Susquehanna International Group, LLP | 0.42% | Add +149.5% | 1,184,929 | $304.5M |
| Russell Investments Group, Ltd. | 0.33% | Reduce -16.3% | 1,166,675 | $300.2M |
| Neuberger Berman Group LLC | 0.22% | Add +23.1% | 1,136,541 | $292.7M |
| Maverick Capital | 3.12% | New | 1,131,276 | $290.7M |
| Marshall Wace, LLP | 0.27% | Add +624.6% | 1,076,488 | $276.6M |
| Brown Brothers Harriman & Co. | 1.50% | Reduce -2.7% | 1,073,220 | $275.8M |
| Manufacturers Life Insurance Company, The | 0.23% | Reduce -10.6% | 1,061,121 | $272.9M |
| LSV Asset Management | 0.59% | Reduce -36.6% | 1,056,616 | $271.5M |
| Credit Agricole S A | 0.74% | Add +75.9% | 1,049,328 | $269.7M |
| Bank of Montreal | 0.11% | Add +9.2% | 1,029,253 | $264.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -16.6% | 1,020,085 | $262.2M |
| National Bank of Canada | 0.26% | Reduce -38.0% | 984,682 | $253.0M |
| Principal Financial Group Inc. | 0.13% | Reduce -4.8% | 973,768 | $250.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.41% | Reduce -16.1% | 961,216 | $246.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.42% | Reduce -19.7% | 949,480 | $244.0M |
| Millennium Management | 0.18% | Add +182.8% | 931,841 | $239.5M |
| New York State Common Retirement Fund | 0.31% | Reduce -11.7% | 910,531 | $234.0M |
| HRT Financial LP | 0.74% | New | 910,441 | $234.0M |
| Tiger Global Management | 0.77% | No change | 895,200 | $230.1M |
| Abrams Bison Investments, LLC | 16.99% | Reduce -16.8% | 892,000 | $229.2M |
| Epoch Investment Partners, Inc. | 1.28% | Reduce -28.9% | 877,226 | $225.4M |
| Impax Asset Management Group plc | 1.37% | Reduce -20.9% | 854,529 | $219.6M |
| Caisse de depot et placement du Quebec | 0.37% | Add +292.6% | 850,534 | $218.6M |
| Agf Management Ltd. | 0.95% | Add +4325.7% | 845,271 | $217.2M |
| LPL Financial LLC | 0.06% | Reduce -2.4% | 841,396 | $216.2M |
| Janus Henderson Group PLC | 0.10% | Add +687.2% | 830,219 | $213.3M |
"% of holder's portfolio" is AMAT's weight in each manager's 13F, not the share of Applied Materials Inc. the manager owns.