Applied MaterialsAMAT
13F holders, Q1 2026 (March 31)2,952holders +310
410new positions
106sold out
17famous investors
$340.83avg. 13F price*
At the end of Q1 2026, 2,952 institutions reported holding Applied Materials Inc. (AMAT) in their 13F filings, up 310 from Q4 2025. 410 opened new positions and 106 sold out. The largest holders were BlackRock, Inc. ($27.0B), Vanguard Capital Management LLC ($17.6B) and State Street Corp. ($12.8B). 17 famous investors held it, including Philippe Laffont (6.2% of Coatue Management's portfolio), Lee Ainslie (3.5% of Maverick Capital's portfolio) and Chase Coleman (2.5% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 410 | $2.1B |
| Exits | 106 | $704.4M |
All 13F filers, Q4 2025 → Q1 2026: 45,120,409 shares bought and 52,079,144 shares sold, net −6,958,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,952 holders
| BlackRock, Inc. | 0.47% | Add +4.9% | 78,974,833 | $27.0B |
| Vanguard Capital Management LLC | 0.44% | — | 51,577,799 | $17.6B |
| State Street Corp. | 0.44% | Reduce -1.1% | 37,506,950 | $12.8B |
| Capital Research Global Investors | 1.56% | Reduce -9.9% | 29,455,424 | $10.1B |
| Invesco Ltd. | 0.88% | Add +1.9% | 26,365,590 | $9.0B |
| Geode Capital Management, LLC | 0.47% | Add +17.8% | 21,921,798 | $7.5B |
| Vanguard Portfolio Management LLC | 0.31% | — | 17,261,696 | $5.9B |
| Morgan Stanley | 0.24% | Add +3.3% | 11,843,881 | $4.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.71% | Reduce -6.5% | 9,997,208 | $3.4B |
| Ameriprise Financial Inc. | 0.71% | Reduce -13.1% | 8,942,024 | $3.1B |
| Northern Trust Corp. | 0.40% | Reduce -2.3% | 8,788,352 | $3.0B |
| Bank of New York Mellon Corp | 0.54% | Reduce -3.9% | 8,599,639 | $2.9B |
| Goldman Sachs Group Inc. | 0.35% | Add +17.4% | 7,861,728 | $2.7B |
| Van Eck Associates Corp. | 1.71% | Reduce -15.4% | 6,639,720 | $2.3B |
| Amundi | 0.61% | Add +5.0% | 6,561,331 | $2.2B |
| Deutsche Bank AG | 0.73% | Add +1.1% | 6,494,721 | $2.2B |
| Legal & General Group Plc | 0.51% | Add +0.6% | 6,411,792 | $2.2B |
| FMR LLC | 0.12% | Add +32.3% | 6,397,824 | $2.2B |
| Sanders Capital, LLC | 2.51% | Reduce -30.1% | 6,175,172 | $2.1B |
| T. Rowe Price Associates Inc. | 0.24% | Add +12.6% | 6,062,925 | $2.1B |
| Nuveen, LLC | 0.56% | Reduce -21.8% | 6,000,931 | $2.1B |
| Bank of America Corp. | 0.13% | Reduce -21.6% | 5,385,603 | $1.8B |
| Coatue Management | 6.17% | Reduce -12.3% | 5,248,202 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.26% | Add +1.1% | 4,937,561 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +41.8% | 4,924,855 | $1.6B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.43% | Add +12.2% | 4,547,975 | $1.6B |
| Vanguard Fiduciary Trust Co. | 0.39% | — | 4,499,310 | $1.5B |
| Barclays PLC | 0.53% | Reduce -14.1% | 4,339,735 | $1.5B |
| Alliancebernstein L.P. | 0.45% | Reduce -14.9% | 5,466,276 | $1.4B |
| American Century Companies Inc. | 0.63% | Reduce -2.3% | 3,543,844 | $1.2B |
| UBS Group AG | 0.20% | Reduce -5.9% | 3,215,855 | $1.1B |
| Franklin Resources Inc. | 0.26% | Reduce -5.5% | 3,004,192 | $1.0B |
| Parnassus Investments, LLC | 2.98% | Reduce -7.6% | 2,982,230 | $1.0B |
| Dimensional Fund Advisors LP | 0.20% | Reduce -2.0% | 2,852,647 | $974.5M |
| Swedbank AB | 1.02% | Reduce -4.3% | 2,837,124 | $969.7M |
| Pictet Asset Management Holding SA | 1.01% | Reduce -1.5% | 2,802,843 | $957.9M |
| Boston Partners | 0.98% | Reduce -1.6% | 2,728,418 | $933.6M |
| First Trust Advisors LP | 0.63% | Reduce -14.1% | 2,589,257 | $885.0M |
| Citigroup Inc. | 0.54% | Add +15.3% | 2,483,296 | $848.8M |
| Swiss National Bank | 0.46% | Add +6.6% | 2,327,100 | $795.4M |
| Royal Bank of Canada | 0.15% | Reduce -18.5% | 2,276,567 | $778.1M |
| Capital International Investors | 0.18% | Reduce -40.1% | 2,259,191 | $771.7M |
| HSBC Holdings PLC | 0.46% | Reduce -8.4% | 2,239,018 | $763.0M |
| Acadian Asset Management LLC | 1.04% | Add +770.5% | 2,137,520 | $730.5M |
| Canada Pension Plan Investment Board | 0.46% | Add +12.4% | 2,105,121 | $719.5M |
| BNP Paribas Financial Markets | 0.47% | Add +1.1% | 2,074,673 | $709.1M |
| Nordea Investment Management AB | 0.63% | Reduce -8.9% | 2,043,289 | $675.0M |
| National Pension Service | 0.51% | Add +0.9% | 1,952,288 | $667.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.43% | Add +7.0% | 1,889,050 | $645.8M |
| Voya Investment Management LLC | 0.77% | Add +274.4% | 1,869,811 | $639.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -5.3% | 1,866,513 | $638.0M |
| California Public Employees Retirement System | 0.39% | Reduce -10.0% | 1,852,818 | $633.3M |
| Allianz Asset Management GmbH | 0.73% | Add +38.0% | 1,836,311 | $627.6M |
| Wells Fargo & Company | 0.12% | Add +2.2% | 1,816,119 | $620.7M |
| Robeco Institutional Asset Management B.V. | 0.86% | Add +19.2% | 1,757,378 | $600.7M |
| Vanguard Global Advisers, LLC | 0.32% | — | 1,739,870 | $594.7M |
| Point72 Asset Management | 1.07% | Add +259.9% | 1,717,122 | $586.9M |
| Assenagon Asset Management S.A. | 0.94% | Reduce -10.5% | 1,715,242 | $586.3M |
| Capital World Investors | 0.08% | Reduce -38.3% | 1,710,629 | $584.7M |
| Tiger Global Management | 2.48% | Add +85.1% | 1,656,900 | $566.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.64% | Add +23.2% | 1,603,668 | $547.9M |
| Victory Capital Management Inc. | 0.35% | Reduce -48.8% | 1,586,115 | $542.1M |
| Rafferty Asset Management, LLC | 2.18% | Reduce -31.5% | 1,568,561 | $536.1M |
| Cantillon Capital Management LLC | 3.46% | Reduce -48.8% | 1,521,843 | $520.2M |
| First Manhattan Co. Llc. | 1.43% | Reduce -20.2% | 1,505,425 | $514.5M |
| Raymond James Financial Inc. | 0.15% | Add +10.1% | 1,396,189 | $476.3M |
| Rhumbline Advisers | 0.41% | Reduce -2.6% | 1,389,985 | $475.1M |
| Janus Henderson Group PLC | 0.23% | Add +67.3% | 1,388,708 | $474.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.40% | — | 1,377,968 | $471.0M |
| CANADA LIFE ASSURANCE Co | 0.81% | Reduce -14.2% | 1,320,600 | $452.6M |
| Citadel Advisors | 0.32% | Reduce -47.9% | 1,290,552 | $441.1M |
| Caisse de depot et placement du Quebec | 0.69% | Add +48.9% | 1,266,323 | $432.8M |
| ProShare Advisors LLC | 0.63% | Reduce -19.6% | 1,246,396 | $426.0M |
| Russell Investments Group, Ltd. | 0.46% | Add +7.3% | 1,251,332 | $422.9M |
| California State Teachers Retirement System | 0.44% | Reduce -2.8% | 1,224,298 | $418.5M |
| Bessemer Group Inc. | 0.65% | Reduce -22.0% | 1,216,373 | $415.7M |
| Nomura Asset Management Co. Ltd. | 1.06% | Add +64.3% | 1,197,178 | $409.2M |
| Davis Selected Advisers | 1.88% | Reduce -71.5% | 1,197,102 | $409.2M |
| Massachusetts Financial Services Co. | 0.14% | Add +349.4% | 1,181,838 | $409.1M |
| Jane Street Group, LLC | 0.44% | Add +71.2% | 1,192,278 | $407.5M |
| Primecap Management Co. | 0.32% | Reduce -4.8% | 1,174,126 | $401.3M |
| National Bank of Canada | 0.41% | Add +18.7% | 1,168,471 | $399.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.20% | Reduce -3.5% | 1,175,704 | $398.1M |
| Menora Mivtachim Holdings LTD. | 1.87% | Reduce -36.7% | 1,156,254 | $395.2M |
| Ensign Peak Advisors, Inc | 0.71% | Reduce -9.7% | 1,120,721 | $383.1M |
| Marshall Wace, LLP | 0.41% | Add +3.9% | 1,118,292 | $382.2M |
| TD Asset Management Inc | 0.30% | Reduce -9.5% | 1,099,739 | $375.9M |
| Neuberger Berman Group LLC | 0.26% | Reduce -10.2% | 1,020,554 | $346.8M |
| D. E. Shaw & Co. | 0.29% | Add +179.3% | 1,009,618 | $345.1M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.2% | 997,693 | $341.0M |
| Principal Financial Group Inc. | 0.18% | Add +0.6% | 979,609 | $334.8M |
| EdgePoint Investment Group Inc. | 2.68% | Reduce -57.3% | 977,762 | $334.2M |
| Manufacturers Life Insurance Company, The | 0.27% | Reduce -13.1% | 921,964 | $315.1M |
| Bank of Montreal | 0.13% | Reduce -10.5% | 921,257 | $314.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.54% | Reduce -4.8% | 915,541 | $310.8M |
| Jericho Capital Asset Management L.P. | 4.57% | New | 904,355 | $309.1M |
| New York State Common Retirement Fund | 0.43% | Reduce -0.7% | 904,092 | $309.0M |
| Millennium Management | 0.24% | Reduce -4.6% | 888,907 | $303.8M |
| Credit Agricole S A | 0.99% | Reduce -15.8% | 883,250 | $301.9M |
| Bank of Nova Scotia | 0.53% | Add +419.9% | 880,610 | $301.0M |
"% of holder's portfolio" is AMAT's weight in each manager's 13F, not the share of Applied Materials Inc. the manager owns.