APPLIED MATERIALS INC /DE (AMAT) — Institutional Holders, Q2 2026

3,529 institutional investment managers reported a AMAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $475.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AMAT stock profile

AMAT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

677

Added to

1,077

Trimmed

1,360

Sold out

115

Biggest buyers

Invesco Ltd.Added · +18,556,231 sh+$13.4B
JPMORGAN CHASEAdded · +8,961,198 sh+$6.5B
PRICE T ROWE ASSOCIATESAdded · +6,564,630 sh+$4.7B
FMRAdded · +2,876,511 sh+$2.1B
SG Americas SecuritiesAdded · +2,233,771 sh+$1.6B

Biggest sellers

Capital Research Global InvestorsTrimmed · -7,296,327 sh-$5.3B
AMERIPRISE FINANCIALTrimmed · -2,544,655 sh-$1.8B
DEUTSCHE BANK AG\Trimmed · -2,497,034 sh-$1.8B
Bank of New York MellonTrimmed · -1,578,438 sh-$1.1B
CANTILLON CAPITAL MANAGEMENTTrimmed · -1,471,667 sh-$1.1B

AMAT 13F holders ranked 1–100 of 3,529

Institutional investors reporting a position in APPLIED MATERIALS INC /DE on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 80,212,518 sh	80,212,518	$58.0B	0.86%	+1.6%
2	VANGUARD CAPITAL MANAGEMENT#2 · 51,848,358 sh	51,848,358	$37.5B	0.80%	+0.5%
3	STATE STREET#3 · 38,240,019 sh	38,240,019	$27.6B	0.82%	+2.0%
4	Invesco Ltd.#4 · 28,265,844 sh	28,265,844	$20.4B	1.62%	+191.1%
5	Capital Research Global Investors#5 · 22,159,097 sh	22,159,097	$16.0B	2.23%	-24.8%
6	GEODE CAPITAL MANAGEMENT#6 · 22,007,983 sh	22,007,983	$15.9B	0.85%	+0.4%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 18,553,307 sh	18,553,307	$13.4B	0.60%	+7.5%
8	MORGAN STANLEY#8 · 13,523,832 sh	13,523,832	$9.8B	0.52%	+14.2%
9	JPMORGAN CHASE#9 · 13,886,053 sh	13,886,053	$9.6B	0.53%	+182.0%
10	PRICE T ROWE ASSOCIATES#10 · 12,627,555 sh	12,627,555	$9.1B	0.91%	+108.3%
11	NORGES BANK#11 · 11,305,788 sh	11,305,788	$8.2B	0.81%	—
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#12 · 9,412,435 sh	9,412,435	$6.8B	1.24%	-5.8%
13	FMR#13 · 9,274,335 sh	9,274,335	$6.7B	0.29%	+45.0%
14	GOLDMAN SACHS GROUP#14 · 8,904,389 sh	8,904,389	$6.4B	0.56%	+13.3%
15	NORTHERN#15 · 8,867,150 sh	8,867,150	$6.4B	0.75%	+0.9%
16	Amundi#16 · 7,808,207 sh	7,808,207	$5.6B	1.37%	+19.0%
17	VAN ECK ASSOCIATES#17 · 7,713,599 sh	7,713,599	$5.6B	3.40%	+16.2%
18	BANK OF AMERICA#18 · 7,265,371 sh	7,265,371	$5.3B	0.34%	+34.9%
19	Bank of New York Mellon#19 · 7,021,201 sh	7,021,201	$5.1B	0.83%	-18.4%
20	AMERIPRISE FINANCIAL#20 · 6,397,369 sh	6,397,369	$4.6B	0.93%	-28.5%
21	Nuveen#21 · 6,112,926 sh	6,112,926	$4.4B	1.05%	+1.9%
22	Sanders Capital#22 · 6,094,372 sh	6,094,372	$4.4B	4.41%	-1.3%
23	Legal & General Group Plc#23 · 6,091,952 sh	6,091,952	$4.4B	0.92%	-5.0%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 4,969,702 sh	4,969,702	$3.6B	0.48%	+0.7%
25	VANGUARD FIDUCIARY#25 · 4,560,642 sh	4,560,642	$3.3B	0.73%	+1.4%
26	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#26 · 4,269,862 sh	4,269,862	$3.1B	2.37%	-6.1%
27	COATUE MANAGEMENT#27 · 4,213,483 sh	4,213,483	$3.0B	6.26%	-19.7%
28	DEUTSCHE BANK AG\#28 · 3,997,687 sh	3,997,687	$2.9B	0.84%	-38.4%
29	UBS Group AG#29 · 3,718,754 sh	3,718,754	$2.7B	0.34%	+15.6%
30	BARCLAYS PLC#30 · 3,443,414 sh	3,443,414	$2.5B	0.48%	-20.7%
31	FRANKLIN RESOURCES#31 · 3,368,605 sh	3,368,605	$2.4B	0.53%	+12.1%
32	AMERICAN CENTURY COMPANIES#32 · 3,004,203 sh	3,004,203	$2.2B	0.96%	-15.2%
33	CITIGROUP#33 · 2,896,473 sh	2,896,473	$2.1B	0.69%	+16.6%
34	Swedbank AB#34 · 2,893,202 sh	2,893,202	$2.1B	—	+2.0%
35	SG Americas Securities#35 · 2,767,054 sh	2,767,054	$2.0B	1.12%	+418.9%
36	DIMENSIONAL FUND ADVISORS#36 · 2,691,332 sh	2,691,332	$1.9B	0.35%	-5.7%
37	Capital World Investors#37 · 2,683,846 sh	2,683,846	$1.9B	0.23%	+56.9%
38	Boston Partners#38 · 2,636,446 sh	2,636,446	$1.9B	1.68%	-3.4%
39	ALLIANCEBERNSTEIN L.P.#39 · 5,426,770 sh	5,426,770	$1.9B	0.61%	-0.7%
40	PARNASSUS INVESTMENTS#40 · 2,531,747 sh	2,531,747	$1.8B	—	-15.1%
41	FIRST ADVISORS#41 · 2,462,125 sh	2,462,125	$1.8B	1.05%	-4.9%
42	Swiss National Bank#42 · 2,238,380 sh	2,238,380	$1.6B	0.85%	-3.8%
43	CANADA PENSION PLAN INVESTMENT BOARD#43 · 2,234,458 sh	2,234,458	$1.6B	0.89%	+6.1%
44	HSBC PLC#44 · 2,151,066 sh	2,151,066	$1.6B	0.65%	-3.9%
45	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#45 · 2,139,430 sh	2,139,430	$1.5B	0.87%	+15.5%
46	ROYAL BANK OF CANADA#46 · 2,121,717 sh	2,121,717	$1.5B	0.23%	-6.8%
47	Jupiter Topco#47 · 2,091,340 sh	2,091,340	$1.5B	0.62%	—
48	Pictet Asset Management Holding SA#48 · 2,084,024 sh	2,084,024	$1.5B	1.44%	-25.6%
49	WELLS FARGO & COMPANY#49 · 2,080,426 sh	2,080,426	$1.5B	0.24%	+14.6%
50	Mitsubishi UFJ Asset Management , Ltd.#50 · 2,034,179 sh	2,034,179	$1.5B	0.81%	+7.7%
51	NORDEA INVESTMENT MANAGEMENT AB#51 · 1,999,444 sh	1,999,444	$1.5B	1.19%	-2.1%
52	ACADIAN ASSET MANAGEMENT#52 · 1,972,046 sh	1,972,046	$1.4B	1.69%	-7.7%
53	Robeco Institutional Asset Management B.V.#53 · 1,963,208 sh	1,963,208	$1.4B	—	+11.7%
54	National Pension Service#54 · 1,962,051 sh	1,962,051	$1.4B	0.91%	+0.5%
55	Rafferty Asset Management#55 · 1,931,172 sh	1,931,172	$1.4B	3.18%	+23.1%
56	Capital International Investors#56 · 1,898,077 sh	1,898,077	$1.4B	0.28%	-16.0%
57	Sumitomo Mitsui#57 · 1,884,226 sh	1,884,226	$1.4B	0.78%	+0.9%
58	BNP Paribas Asset Management Holding S.A.#58 · 1,807,675 sh	1,807,675	$1.3B	1.31%	+12.7%
59	Vanguard Global Advisers#59 · 1,715,723 sh	1,715,723	$1.2B	0.58%	-1.4%
60	BNP PARIBAS FINANCIAL MARKETS#60 · 1,682,457 sh	1,682,457	$1.2B	0.42%	-18.9%
61	TIGER GLOBAL MANAGEMENT#61 · 1,632,210 sh	1,632,210	$1.2B	4.92%	-1.5%
62	VOYA INVESTMENT MANAGEMENT#62 · 1,630,815 sh	1,630,815	$1.2B	1.02%	-12.8%
63	VICTORY CAPITAL MANAGEMENT#63 · 1,569,763 sh	1,569,763	$1.1B	0.64%	-1.0%
64	VANGUARD ASSET MANAGEMENT, Ltd#64 · 1,547,641 sh	1,547,641	$1.1B	0.76%	+12.3%
65	MASSACHUSETTS FINANCIAL SERVICES#65 · 1,522,200 sh	1,522,200	$1.1B	0.35%	+28.8%
66	ALKEON CAPITAL MANAGEMENT#66 · 1,504,800 sh	1,504,800	$1.1B	1.47%	New
67	BESSEMER GROUP#67 · 1,495,970 sh	1,495,970	$1.1B	1.49%	+23.0%
68	Bank Julius Baer & Ltd, Zurich#68 · 1,495,836 sh	1,495,836	$1.1B	2.78%	+27.2%
69	RHUMBLINE ADVISERS#69 · 1,419,788 sh	1,419,788	$1.0B	0.77%	+2.1%
70	RAYMOND JAMES FINANCIAL#70 · 1,343,194 sh	1,343,194	$971.1M	0.26%	-3.8%
71	NOMURA ASSET MANAGEMENT LTD#71 · 1,269,847 sh	1,269,847	$918.1M	1.97%	+6.1%
72	Russell Investments Group, Ltd.#72 · 1,274,698 sh	1,274,698	$915.3M	0.80%	+1.9%
73	GREAT WEST LIFE ASSURANCE#73 · 1,265,620 sh	1,265,620	$913.7M	1.46%	-4.2%
74	KBC Group NV#74 · 1,249,386 sh	1,249,386	$903.3M	—	+247.3%
75	FIRST MANHATTAN#75 · 1,240,454 sh	1,240,454	$896.8M	2.29%	-17.6%
76	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#76 · 1,224,807 sh	1,224,807	$885.5M	1.26%	-3.3%
77	LONE PINE CAPITAL#77 · 1,207,737 sh	1,207,737	$873.2M	5.34%	New
78	Neuberger Berman Group#78 · 1,171,023 sh	1,171,023	$844.2M	0.56%	+14.7%
79	BANK OF NOVA SCOTIA#79 · 1,106,526 sh	1,106,526	$800.0M	1.21%	+25.7%
80	CITADEL ADVISORS#80 · 1,080,951 sh	1,080,951	$781.5M	0.09%	-16.2%
81	WELLINGTON MANAGEMENT GROUP LLP#81 · 1,061,899 sh	1,061,899	$767.8M	0.13%	+197.2%
82	BANK OF MONTREAL#82 · 1,059,621 sh	1,059,621	$766.1M	0.25%	+15.0%
83	PRIMECAP MANAGEMENT#83 · 1,042,926 sh	1,042,926	$754.0M	0.45%	-11.2%
84	Squarepoint Ops#84 · 1,037,833 sh	1,037,833	$750.4M	0.83%	+215.5%
85	HEALTHCARE OF ONTARIO PENSION PLAN FUND#85 · 1,030,429 sh	1,030,429	$745.0M	1.05%	+125.5%
86	PRINCIPAL FINANCIAL GROUP#86 · 1,008,591 sh	1,008,591	$729.2M	0.36%	+3.0%
87	Allianz Asset Management GmbH#87 · 1,771,245 sh	1,771,245	$728.6M	0.65%	-3.5%
88	NATIXIS ADVISORS#88 · 990,105 sh	990,105	$715.8M	0.80%	+17.5%
89	ENVESTNET ASSET MANAGEMENT#89 · 987,556 sh	987,556	$714.0M	0.17%	-1.0%
90	Mirae Asset Global Investments , Ltd.#90 · 975,112 sh	975,112	$705.0M	1.04%	+24.2%
91	ProShare Advisors#91 · 970,792 sh	970,792	$701.9M	1.01%	-22.1%
92	Ensign Peak Advisors#92 · 930,145 sh	930,145	$672.5M	1.11%	-17.0%
93	LPL Financial#93 · 916,507 sh	916,507	$662.6M	0.15%	+6.1%
94	PRUDENTIAL FINANCIAL#94 · 912,379 sh	912,379	$659.7M	0.72%	+19.3%
95	MANUFACTURERS LIFE INSURANCE COMPANY, THE#95 · 910,031 sh	910,031	$657.9M	0.51%	-1.3%
96	Employees Provident Fund Board#96 · 878,803 sh	878,803	$635.4M	3.65%	+2.5%
97	TD ASSET MANAGEMENT#97 · 877,158 sh	877,158	$634.2M	0.55%	-20.2%
98	MENORA MIVTACHIM LTD.#98 · 874,054 sh	874,054	$631.9M	2.47%	-24.4%
99	Universal- Beteiligungs- und Servicegesellschaft mbH#99 · 874,439 sh	874,439	$625.9M	0.96%	-4.5%
100	AGF MANAGEMENT LTD#100 · 852,219 sh	852,219	$616.2M	2.39%	-1.9%

Funds that sold out of AMAT in Q2 2026 (115)

Held AMAT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AMAT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
XN483,240 sh	483,240	$165.2M
NATIXIS344,523 sh	344,523	$117.8M
Palestra Capital Management286,566 sh	286,566	$97.9M
TUDOR INVESTMENT ET AL262,413 sh	262,413	$89.7M
Junto Capital Management169,485 sh	169,485	$57.9M
SEVEN GRAND MANAGERS150,000 sh	150,000	$51.3M
Contour Asset Management141,341 sh	141,341	$48.3M
Nearwater Capital Markets, Ltd124,000 sh	124,000	$42.4M
Optiver Holding B.V.85,878 sh	85,878	$29.4M
ODDO BHF ASSET MANAGEMENT SAS63,705 sh	63,705	$21.8M
Jain Global56,483 sh	56,483	$19.3M
Longaeva Partners L.P.48,642 sh	48,642	$16.6M
SORA INVESTORS46,429 sh	46,429	$15.9M
Banque Cantonale Vaudoise45,348 sh	45,348	$15.5M
OCCUDO QUANTITATIVE STRATEGIES37,289 sh	37,289	$14.7M
Cinctive Capital Management39,469 sh	39,469	$13.5M
FORA Capital38,105 sh	38,105	$13.0M
STEADFAST CAPITAL MANAGEMENT37,900 sh	37,900	$13.0M
Waratah Capital Advisors Ltd.30,664 sh	30,664	$10.5M
Robinhood Asset Management30,163 sh	30,163	$10.3M
Trivest Advisors Ltd29,974 sh	29,974	$10.2M
Vise Technologies37,534 sh	37,534	$9.6M
DUPONT CAPITAL MANAGEMENT28,212 sh	28,212	$9.6M
Y-Intercept (Hong Kong) Ltd26,169 sh	26,169	$8.9M
ARDSLEY ADVISORY PARTNERS25,000 sh	25,000	$8.5M
Laurion Capital Management23,522 sh	23,522	$8.0M
Sciencast Management15,925 sh	15,925	$5.4M
CARDIFF PARK ADVISORS15,305 sh	15,305	$5.2M
PINNBROOK CAPITAL MANAGEMENT14,700 sh	14,700	$5.0M
TWINBEECH CAPITAL12,928 sh	12,928	$4.4M
Connective Capital Management12,349 sh	12,349	$4.2M
Hudson Bay Capital Management11,571 sh	11,571	$4.0M
Qsemble Capital Management11,278 sh	11,278	$3.9M
Dynamic Technology Lab Private Ltd9,005 sh	9,005	$3.1M
MIRABELLA FINANCIAL SERVICES LLP8,733 sh	8,733	$3.0M
Alphadyne Asset Management7,823 sh	7,823	$2.7M
Integrated Quantitative Investments7,273 sh	7,273	$2.5M
Timothy G. Youngquist 2020 Irrevocable7,054 sh	7,054	$2.4M
Oasis Advisors6,160 sh	6,160	$2.1M
WEXFORD CAPITAL5,333 sh	5,333	$1.8M
Jump Financial5,321 sh	5,321	$1.8M
Coppell Advisory Solutions4,928 sh	4,928	$1.6M
Sender & Partners4,483 sh	4,483	$1.5M
Retireful3,734 sh	3,734	$1.3M
Farringdon Capital, Ltd.3,478 sh	3,478	$1.2M
EVOKE WEALTH3,462 sh	3,462	$1.2M
Q3 Asset Management3,227 sh	3,227	$1.1M
Virtus Wealth Solutions3,200 sh	3,200	$1.1M
GSA CAPITAL PARTNERS LLP3,084 sh	3,084	$1.1M
Point3,035 sh	3,035	$1.0M
Accent Capital Management2,285 sh	2,285	$979.4K
49 WEALTH MANAGEMENT2,637 sh	2,637	$901.2K
Neo Ivy Capital Management2,543 sh	2,543	$869.2K
OAK HARBOR WEALTH PARTNERS2,508 sh	2,508	$857.2K
McLaughlin Asset Management2,410 sh	2,410	$823.9K
Alvarez & Marsal Private Wealth Partners2,150 sh	2,150	$734.8K
Stone Wealth Partners2,074 sh	2,074	$708.9K
Weiss Asset Management2,040 sh	2,040	$697.3K
OLD NATIONAL BANCORP1,885 sh	1,885	$644.3K
Fi3 FINANCIAL ADVISORS1,875 sh	1,875	$640.9K
Golden State Equity Partners1,831 sh	1,831	$626.2K
Tradewinds1,602 sh	1,602	$623.3K
Shay Capital1,725 sh	1,725	$589.6K
Aster Capital Management (DIFC) Ltd4,057 sh	4,057	$588.8K
Bedminster1,700 sh	1,700	$581.0K
DRW Securities1,694 sh	1,694	$579.0K
Quantessence Capital1,567 sh	1,567	$535.6K
a16z Perennial Management, L.P.1,512 sh	1,512	$516.8K
Blueshift Asset Management1,462 sh	1,462	$499.7K
Future Fund1,370 sh	1,370	$468.3K
K2 PRINCIPAL FUND, L.P.1,238 sh	1,238	$423.1K
NAVELLIER & ASSOCIATES1,106 sh	1,106	$378.2K
Legato Capital Management1,064 sh	1,064	$363.7K
LBMC INVESTMENT ADVISORS1,050 sh	1,050	$358.9K
Flaharty Asset Management957 sh	957	$327.3K
Baer Investment Advisory951 sh	951	$325.0K
MOODY ALDRICH PARTNERS916 sh	916	$313.1K
Invariant Investment Management782 sh	782	$311.1K
Winthrop Capital Management890 sh	890	$304.0K
Militia Capital Management863 sh	863	$295.0K
IPG Investment Advisors855 sh	855	$292.2K
FOX RUN MANAGEMENT, L.L.C.903 sh	903	$291.8K
Game Creek Capital850 sh	850	$290.5K
TABR Capital Management826 sh	826	$282.3K
MPS Loria Financial Planners786 sh	786	$268.8K
Philip James Wealth Mangement738 sh	738	$252.3K
Severin Investments690 sh	690	$235.9K
Virtus Family Office607 sh	607	$207.5K
Legacy Private601 sh	601	$205.4K
SANDERS MORRIS HARRIS600 sh	600	$205.1K
DAGCO396 sh	396	$135.3K
Limestone Investment Advisors322 sh	322	$110.1K
SUMITOMO MITSUI FINANCIAL GROUP300 sh	300	$102.5K
Destiny Wealth Partners230 sh	230	$78.6K
Evergreen Advisors151 sh	151	$51.6K
Missouri & Investment135 sh	135	$46.1K
Sachetta135 sh	135	$46.1K
Operose Advisors125 sh	125	$42.7K
MBM WEALTH CONSULTANTS112 sh	112	$38.3K
Financial Freedom83 sh	83	$28.4K

And 15 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.