APPLIED MATERIALS INC /DE (AMAT) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AMAT 13F holders ranked 101–200 of 3,529
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | AVIVA PLC#101 · 850,706 sh | 850,706 | $615.1M | 0.91% | +19.1% |
| 102 | NEW YORK STATE COMMON RETIREMENT FUND#102 · 847,919 sh | 847,919 | $613.0M | 0.77% | -6.2% |
| 103 | AQR CAPITAL MANAGEMENT#103 · 818,832 sh | 818,832 | $592.0M | 0.21% | +66.9% |
| 104 | FIFTH THIRD BANCORP#104 · 753,434 sh | 753,434 | $544.7M | 0.88% | +17.4% |
| 105 | ING GROEP NV#105 · 752,018 sh | 752,018 | $543.7M | 2.66% | +180.7% |
| 106 | abrdn plc#106 · 748,775 sh | 748,775 | $541.4M | 0.76% | +0.9% |
| 107 | CREDIT AGRICOLE S A#107 · 735,946 sh | 735,946 | $532.1M | 1.08% | -16.7% |
| 108 | Alecta Tjanstepension Omsesidigt#108 · 735,500 sh | 735,500 | $531.8M | 2.24% | -16.0% |
| 109 | MACKENZIE FINANCIAL#109 · 713,175 sh | 713,175 | $515.6M | 0.51% | +11.1% |
| 110 | STIFEL FINANCIAL#110 · 688,877 sh | 688,877 | $498.1M | 0.41% | -3.6% |
| 111 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#111 · 682,788 sh | 682,788 | $493.7M | 0.82% | -2.0% |
| 112 | LSV ASSET MANAGEMENT#112 · 677,323 sh | 677,323 | $489.7M | 0.89% | -0.6% |
| 113 | Union Bancaire Privee, UBP SA#113 · 164,416 sh | 164,416 | $488.8M | 5.34% | +4.9% |
| 114 | Creative Planning#114 · 667,761 sh | 667,761 | $482.8M | 0.28% | +5.2% |
| 115 | BROWN BROTHERS HARRIMAN#115 · 667,312 sh | 667,312 | $482.5M | 2.12% | -24.1% |
| 116 | Mariner#116 · 649,877 sh | 649,877 | $469.7M | 0.49% | +29.4% |
| 117 | SCHRODER INVESTMENT MANAGEMENT GROUP#117 · 644,987 sh | 644,987 | $448.0M | 0.32% | -0.2% |
| 118 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#118 · 619,519 sh | 619,519 | $447.9M | 0.03% | +51.9% |
| 119 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#119 · 617,517 sh | 617,517 | $446.5M | — | -2.3% |
| 120 | APG Asset Management N.V.#120 · 695,240 sh | 695,240 | $439.7M | 1.08% | +35.1% |
| 121 | NEOS Investment Management#121 · 605,023 sh | 605,023 | $437.4M | 1.61% | +10.0% |
| 122 | Point72 Asset Management, L.P.#122 · 599,984 sh | 599,984 | $433.8M | 0.48% | -65.1% |
| 123 | Blue Whale Capital LLP#123 · 599,538 sh | 599,538 | $433.5M | 13.75% | New |
| 124 | PNC FINANCIAL SERVICES GROUP#124 · 599,348 sh | 599,348 | $433.3M | 0.21% | +5.6% |
| 125 | CIBC WORLD MARKET#125 · 592,211 sh | 592,211 | $428.2M | 0.69% | +132.3% |
| 126 | Korea Investment#126 · 580,859 sh | 580,859 | $420.0M | 0.80% | -6.3% |
| 127 | MARSHALL WACE, LLP#127 · 579,156 sh | 579,156 | $418.7M | 0.33% | -48.2% |
| 128 | NATIONAL BANK OF CANADA#128 · 575,240 sh | 575,240 | $415.9M | 0.30% | -50.8% |
| 129 | US BANCORP \DE\#129 · 570,378 sh | 570,378 | $412.4M | 0.45% | +0.1% |
| 130 | ADAGE CAPITAL PARTNERS GP, L.L.C.#130 · 567,726 sh | 567,726 | $410.5M | 0.58% | -14.8% |
| 131 | PFA Pension, Forsikringsaktieselskab#131 · 561,108 sh | 561,108 | $405.7M | 1.03% | +14.2% |
| 132 | Jericho Capital Asset Management L.P.#132 · 553,927 sh | 553,927 | $400.5M | 3.31% | -38.7% |
| 133 | ABRAMS BISON INVESTMENTS#133 · 552,000 sh | 552,000 | $399.1M | 19.48% | -21.6% |
| 134 | MIRAE ASSET GLOBAL ETFS Ltd.#134 · 546,348 sh | 546,348 | $393.1M | 0.47% | -16.2% |
| 135 | Assenagon Asset Management S.A.#135 · 532,010 sh | 532,010 | $384.6M | — | -69.0% |
| 136 | JONES FINANCIAL COMPANIES LLLP#136 · 611,771 sh | 611,771 | $384.5M | 0.15% | +31.4% |
| 137 | Egerton Capital (UK) LLP#137 · 521,065 sh | 521,065 | $376.7M | — | New |
| 138 | 1832 Asset Management L.P.#138 · 518,623 sh | 518,623 | $375.0M | 0.19% | -35.7% |
| 139 | LAZARD ASSET MANAGEMENT#139 · 515,888 sh | 515,888 | $373.0M | 0.56% | -5.2% |
| 140 | Quantinno Capital Management#140 · 514,748 sh | 514,748 | $372.2M | 0.45% | +9.1% |
| 141 | CIBC Bancorp USA#141 · 513,288 sh | 513,288 | $371.0M | 0.45% | +96.0% |
| 142 | STOREBRAND ASSET MANAGEMENT AS#142 · 509,329 sh | 509,329 | $368.2M | 0.91% | -2.4% |
| 143 | SEI INVESTMENTS#143 · 505,531 sh | 505,531 | $365.5M | 0.32% | -22.8% |
| 144 | WILLIAM BLAIR INVESTMENT MANAGEMENT#144 · 497,946 sh | 497,946 | $360.0M | 1.08% | +1325.1% |
| 145 | DANSKE BANK A/S#145 · 497,094 sh | 497,094 | $359.4M | 0.71% | +1.2% |
| 146 | UniSuper Management Pty Ltd#146 · 491,182 sh | 491,182 | $355.1M | — | +15.1% |
| 147 | Mitsubishi UFJ & Banking#147 · 490,168 sh | 490,168 | $354.4M | 0.78% | +1.4% |
| 148 | NISSAY ASSET MANAGEMENT /JAPAN#148 · 472,454 sh | 472,454 | $341.6M | 1.44% | +4.9% |
| 149 | Retirement Systems of Alabama#149 · 465,079 sh | 465,079 | $336.3M | 1.01% | -0.4% |
| 150 | Handelsbanken Fonder AB#150 · 462,685 sh | 462,685 | $334.5M | 0.95% | +29.6% |
| 151 | Epoch Investment Partners#151 · 460,151 sh | 460,151 | $332.7M | 1.89% | -30.2% |
| 152 | ROYAL LONDON ASSET MANAGEMENT LTD#152 · 460,003 sh | 460,003 | $332.6M | 0.61% | -4.0% |
| 153 | Treasurer of the State of North Carolina#153 · 458,159 sh | 458,159 | $331.2M | 0.85% | -9.6% |
| 154 | SEB Asset Management AB#154 · 451,702 sh | 451,702 | $326.6M | 1.23% | -11.8% |
| 155 | THRIVENT FINANCIAL FOR LUTHERANS#155 · 449,455 sh | 449,455 | $324.9M | 0.55% | +356.8% |
| 156 | HighTower Advisors#156 · 446,525 sh | 446,525 | $322.8M | 0.31% | -4.0% |
| 157 | Man Group plc#157 · 445,289 sh | 445,289 | $321.9M | 0.51% | -17.4% |
| 158 | FORT WASHINGTON INVESTMENT ADVISORS#158 · 445,286 sh | 445,286 | $321.9M | — | 0.0% |
| 159 | Fisher Asset Management#159 · 440,384 sh | 440,384 | $318.4M | 0.09% | +4.3% |
| 160 | Rockefeller Capital Management L.P.#160 · 439,457 sh | 439,457 | $317.7M | 0.49% | +0.7% |
| 161 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#161 · 433,796 sh | 433,796 | $313.6M | 0.17% | -4.6% |
| 162 | WEALTH ENHANCEMENT ADVISORY SERVICES#162 · 700,511 sh | 700,511 | $312.7M | — | +137.5% |
| 163 | STATE OF WISCONSIN INVESTMENT BOARD#163 · 423,289 sh | 423,289 | $306.0M | 0.62% | -1.7% |
| 164 | ABN AMRO INVESTMENT SOLUTIONS#164 · 418,651 sh | 418,651 | $302.7M | — | -4.5% |
| 165 | BI Asset Management Fondsmaeglerselskab A/S#165 · 418,601 sh | 418,601 | $302.6M | — | -1.7% |
| 166 | GUGGENHEIM CAPITAL#166 · 418,212 sh | 418,212 | $302.4M | 1.90% | +0.6% |
| 167 | Focus Partners Wealth#167 · 412,982 sh | 412,982 | $298.7M | 0.31% | -13.8% |
| 168 | PANAGORA ASSET MANAGEMENT#168 · 410,126 sh | 410,126 | $296.5M | 0.91% | +76.8% |
| 169 | Vanguard Investments Australia, Ltd.#169 · 406,013 sh | 406,013 | $293.5M | 0.73% | +2.6% |
| 170 | Castle Hook Partners#170 · 401,956 sh | 401,956 | $290.6M | 1.33% | -22.8% |
| 171 | D. E. Shaw#171 · 396,944 sh | 396,944 | $287.0M | 0.14% | -60.7% |
| 172 | Chevy Chase#172 · 394,679 sh | 394,679 | $285.4M | 0.74% | -4.3% |
| 173 | KLP KAPITALFORVALTNING AS#173 · 391,701 sh | 391,701 | $283.2M | 0.91% | +7.6% |
| 174 | CI INVESTMENTS#174 · 390,360 sh | 390,360 | $282.2M | 0.91% | +269.9% |
| 175 | CIBC Asset Management#175 · 385,950 sh | 385,950 | $278.8M | 0.61% | -0.5% |
| 176 | ASSETMARK#176 · 383,415 sh | 383,415 | $277.2M | — | +3.5% |
| 177 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#177 · 376,698 sh | 376,698 | $272.4M | — | +13.2% |
| 178 | NOMURA ASSET MANAGEMENT INTERNATIONAL#178 · 376,095 sh | 376,095 | $271.9M | 0.41% | -30.1% |
| 179 | Vontobel Holding Ltd.#179 · 376,030 sh | 376,030 | $271.9M | — | -4.4% |
| 180 | GF FUND MANAGEMENT LTD.#180 · 374,268 sh | 374,268 | $270.6M | — | +58.2% |
| 181 | WT Asset Management Ltd#181 · 371,798 sh | 371,798 | $268.8M | — | New |
| 182 | Asset Management One , Ltd.#182 · 370,282 sh | 370,282 | $267.7M | — | +9.0% |
| 183 | Holocene Advisors#183 · 369,894 sh | 369,894 | $267.4M | 0.60% | -47.2% |
| 184 | Lazard Freres Gestion S.A.S.#184 · 363,875 sh | 363,875 | $263.1M | 4.56% | -18.1% |
| 185 | DekaBank Deutsche Girozentrale#185 · 816,742 sh | 816,742 | $262.9M | — | 0.0% |
| 186 | EdgePoint Investment Group#186 · 360,862 sh | 360,862 | $260.9M | 1.97% | -63.1% |
| 187 | Migdal Insurance & Financial Ltd.#187 · 351,313 sh | 351,313 | $254.0M | 1.63% | -13.3% |
| 188 | JANE STREET GROUP#188 · 348,550 sh | 348,550 | $252.0M | 0.02% | -70.8% |
| 189 | VIRGINIA RETIREMENT SYSTEMS ET Al#189 · 345,728 sh | 345,728 | $250.0M | — | +1333.7% |
| 190 | TEACHER RETIREMENT SYSTEM OF TEXAS#190 · 342,976 sh | 342,976 | $248.0M | 0.67% | +11.6% |
| 191 | CAPITOLIS LIQUID GLOBAL MARKETS#191 · 335,830 sh | 335,830 | $242.8M | 1.06% | +137.6% |
| 192 | GLENMEDE NA#192 · 335,477 sh | 335,477 | $242.5M | 1.07% | -14.1% |
| 193 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#193 · 330,445 sh | 330,445 | $238.9M | 0.70% | -4.6% |
| 194 | Raiffeisen Bank International AG#194 · 340,187 sh | 340,187 | $236.4M | — | -11.2% |
| 195 | Life Cycle Investment Partners Ltd#195 · 326,412 sh | 326,412 | $236.0M | 1.10% | +4.3% |
| 196 | Nykredit A/S#196 · 326,170 sh | 326,170 | $235.8M | 0.74% | — |
| 197 | Zurcher Kantonalbank (Zurich Cantonalbank)#197 · 324,124 sh | 324,124 | $234.3M | 0.45% | -18.9% |
| 198 | CAPITAL ADVISORS#198 · 324,097 sh | 324,097 | $234.3M | 3.45% | -13.8% |
| 199 | FEDERATED HERMES#199 · 320,894 sh | 320,894 | $232.0M | 0.33% | +239.8% |
| 200 | MILLENNIUM MANAGEMENT#200 · 319,450 sh | 319,450 | $231.0M | 0.08% | -64.1% |
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.