APPLIED MATERIALS INC /DE (AMAT) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 3,529
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Systematic Alpha Investments#201 · 317,598 sh | 317,598 | $229.6M | 6.17% | 0.0% |
| 202 | Toroso Investments#202 · 303,872 sh | 303,872 | $219.7M | 0.38% | -2.4% |
| 203 | Calamos Advisors#203 · 303,395 sh | 303,395 | $219.4M | 0.73% | -1.2% |
| 204 | TOCQUEVILLE ASSET MANAGEMENT L.P.#204 · 302,050 sh | 302,050 | $218.4M | 2.89% | -10.1% |
| 205 | TRUIST FINANCIAL#205 · 301,109 sh | 301,109 | $217.7M | 0.26% | +2.2% |
| 206 | MUFG Securities EMEA plc#206 · 300,731 sh | 300,731 | $217.4M | 2.28% | +2.6% |
| 207 | Groupe la Francaise#207 · 295,406 sh | 295,406 | $213.7M | 1.32% | +90.7% |
| 208 | M&T BANK#208 · 294,579 sh | 294,579 | $213.0M | 0.62% | +0.5% |
| 209 | Bridgewater Associates#209 · 291,426 sh | 291,426 | $210.7M | 0.86% | -48.0% |
| 210 | Swiss Life Asset Management Ltd#210 · 288,215 sh | 288,215 | $208.4M | 0.86% | -2.0% |
| 211 | MERCER GLOBAL ADVISORS#211 · 286,104 sh | 286,104 | $206.9M | 0.26% | +2.8% |
| 212 | STRS OHIO#212 · 285,901 sh | 285,901 | $206.7M | 0.77% | -2.1% |
| 213 | State of Tennessee, Treasury Department#213 · 284,484 sh | 284,484 | $205.7M | 0.61% | -7.4% |
| 214 | Anther Capital Ltd#214 · 284,335 sh | 284,335 | $205.6M | 5.26% | -37.9% |
| 215 | TORONTO DOMINION BANK#215 · 280,436 sh | 280,436 | $202.8M | 0.23% | -24.4% |
| 216 | Corient Private Wealth#216 · 280,199 sh | 280,199 | $202.6M | 0.28% | -12.6% |
| 217 | Tredje AP-fonden#217 · 278,914 sh | 278,914 | $201.7M | 0.91% | +20.3% |
| 218 | Cetera Investment Advisers#218 · 278,847 sh | 278,847 | $201.6M | 0.18% | -1.8% |
| 219 | Munro Partners#219 · 278,565 sh | 278,565 | $201.4M | 4.44% | New |
| 220 | Findlay Park Partners LLP#220 · 277,860 sh | 277,860 | $200.9M | 2.71% | +77.2% |
| 221 | Vest Financial#221 · 268,892 sh | 268,892 | $194.4M | — | -8.6% |
| 222 | EARNEST PARTNERS#222 · 266,853 sh | 266,853 | $192.9M | 0.70% | -4.5% |
| 223 | Eurizon Capital SGR S.p.A.#223 · 264,778 sh | 264,778 | $190.8M | 0.51% | +1.6% |
| 224 | Qube Research & Technologies Ltd#224 · 262,975 sh | 262,975 | $190.1M | 0.18% | -67.0% |
| 225 | LOS ANGELES CAPITAL MANAGEMENT#225 · 262,354 sh | 262,354 | $189.7M | 0.70% | -31.2% |
| 226 | Altimeter Capital Management#226 · 261,950 sh | 261,950 | $189.4M | 1.93% | New |
| 227 | Cerity Partners#227 · 260,363 sh | 260,363 | $188.2M | 0.23% | +10.0% |
| 228 | COMMONWEALTH EQUITY SERVICES#228 · 260,004 sh | 260,004 | $188.0M | 0.24% | -2.9% |
| 229 | MANNING & NAPIER ADVISORS#229 · 256,826 sh | 256,826 | $185.7M | 2.38% | -24.4% |
| 230 | State of New Jersey Common Pension Fund D#230 · 256,607 sh | 256,607 | $185.5M | 0.63% | -5.9% |
| 231 | OFI INVEST ASSET MANAGEMENT#231 · 292,173 sh | 292,173 | $185.4M | 1.85% | -13.4% |
| 232 | Dundas Partners LLP#232 · 252,561 sh | 252,561 | $182.6M | 13.21% | -3.9% |
| 233 | Resona Asset Management ,Ltd.#233 · 250,494 sh | 250,494 | $179.7M | 0.84% | -4.8% |
| 234 | Lansforsakringar Fondforvaltning AB (publ)#234 · 248,153 sh | 248,153 | $179.4M | 0.80% | -6.3% |
| 235 | GRANDFIELD & DODD#235 · 248,027 sh | 248,027 | $179.3M | — | -7.6% |
| 236 | OSAIC#236 · 246,766 sh | 246,766 | $178.5M | 0.21% | +3.8% |
| 237 | Daiwa Securities Group#237 · 246,380 sh | 246,380 | $178.1M | — | +13.1% |
| 238 | Impax Asset Management Group plc#238 · 242,832 sh | 242,832 | $175.6M | 1.14% | -6.5% |
| 239 | Crestwood Advisors Group#239 · 240,264 sh | 240,264 | $173.7M | — | -15.7% |
| 240 | WHITTIER#240 · 289,640 sh | 289,640 | $171.7M | 1.69% | -0.3% |
| 241 | AE Wealth Management#241 · 236,947 sh | 236,947 | $171.3M | 0.80% | +16.3% |
| 242 | Erste Asset Management GmbH#242 · 247,188 sh | 247,188 | $169.3M | 1.32% | -7.2% |
| 243 | EFG International AG#243 · 233,059 sh | 233,059 | $168.6M | 3.09% | -0.5% |
| 244 | Mn Services Vermogensbeheer B.V.#244 · 231,212 sh | 231,212 | $167.2M | — | -26.4% |
| 245 | Boston Walden#245 · 231,137 sh | 231,137 | $167.1M | 1.27% | -18.8% |
| 246 | Beutel, Goodman & Ltd.#246 · 231,052 sh | 231,052 | $167.1M | 1.23% | -48.1% |
| 247 | XPONANCE#247 · 229,388 sh | 229,388 | $165.8M | 1.02% | +34.0% |
| 248 | Clal Insurance Enterprises Ltd#248 · 229,095 sh | 229,095 | $165.6M | 0.74% | 0.0% |
| 249 | Czech National Bank#249 · 225,892 sh | 225,892 | $163.3M | — | +4.5% |
| 250 | NISA INVESTMENT ADVISORS#250 · 224,996 sh | 224,996 | $162.7M | — | -10.8% |
| 251 | STATE TREASURER STATE OF MICHIGAN#251 · 223,051 sh | 223,051 | $161.3M | — | -12.5% |
| 252 | Arizona State Retirement System#252 · 220,211 sh | 220,211 | $159.2M | 0.80% | +1.4% |
| 253 | Analog Century Management#253 · 219,615 sh | 219,615 | $158.8M | 5.81% | -21.3% |
| 254 | Cornerstone Investment Partners#254 · 218,915 sh | 218,915 | $158.3M | 5.29% | -35.0% |
| 255 | QRG CAPITAL MANAGEMENT#255 · 215,839 sh | 215,839 | $156.1M | 1.28% | +10.5% |
| 256 | ARGENT CAPITAL MANAGEMENT#256 · 213,780 sh | 213,780 | $154.6M | — | -8.6% |
| 257 | MetLife Investment Management#257 · 212,686 sh | 212,686 | $153.8M | 0.70% | +8.7% |
| 258 | HUNTINGTON NATIONAL BANK#258 · 211,092 sh | 211,092 | $152.6M | 0.74% | -2.6% |
| 259 | Woodline Partners#259 · 208,863 sh | 208,863 | $151.0M | 0.47% | -63.1% |
| 260 | ASR Vermogensbeheer N.V.#260 · 208,353 sh | 208,353 | $150.6M | — | -12.2% |
| 261 | FLOSSBACH VON STORCH SE#261 · 206,808 sh | 206,808 | $149.5M | — | -47.8% |
| 262 | PEAPACK GLADSTONE FINANCIAL#262 · 206,404 sh | 206,404 | $149.2M | 1.72% | -10.1% |
| 263 | WESTFIELD CAPITAL MANAGEMENT#263 · 205,592 sh | 205,592 | $148.6M | 0.49% | New |
| 264 | Border to Coast Pensions Partnership Ltd#264 · 205,377 sh | 205,377 | $148.4M | — | 0.0% |
| 265 | Styrax Capital#265 · 200,000 sh | 200,000 | $144.6M | 9.53% | 0.0% |
| 266 | ATALANTA SOSNOFF CAPITAL#266 · 199,874 sh | 199,874 | $144.5M | 2.54% | -6.7% |
| 267 | DnB Asset Management AS#267 · 199,163 sh | 199,163 | $144.0M | 0.40% | -20.3% |
| 268 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#268 · 195,905 sh | 195,905 | $141.6M | 0.88% | +1.0% |
| 269 | MML INVESTORS SERVICES#269 · 194,573 sh | 194,573 | $140.7M | 0.29% | +3.3% |
| 270 | NOMURA#270 · 191,897 sh | 191,897 | $138.7M | 0.16% | +66.5% |
| 271 | Janney Montgomery Scott#271 · 190,753 sh | 190,753 | $137.9M | 0.27% | -14.8% |
| 272 | Cartenna Capital#272 · 190,000 sh | 190,000 | $137.4M | 3.27% | New |
| 273 | Lido Advisors#273 · 188,967 sh | 188,967 | $136.6M | 0.37% | -3.6% |
| 274 | COUNTRY BANK#274 · 187,934 sh | 187,934 | $135.9M | 2.38% | -21.7% |
| 275 | J. Safra Sarasin Holding AG#275 · 201,443 sh | 201,443 | $135.4M | — | +8.0% |
| 276 | Banco Santander, S.A.#276 · 185,274 sh | 185,274 | $134.0M | 0.83% | +238.9% |
| 277 | OSTRUM ASSET MANAGEMENT#277 · 183,314 sh | 183,314 | $132.5M | 6.39% | -13.7% |
| 278 | IFM Investors Pty Ltd#278 · 182,448 sh | 182,448 | $131.9M | — | +9.9% |
| 279 | PensionDanmark Pensionsforsikringsaktieselskab#279 · 181,875 sh | 181,875 | $131.5M | — | +6.7% |
| 280 | WILEY BROS.-AINTREE CAPITAL#280 · 181,284 sh | 181,284 | $130.8M | 0.54% | +7.1% |
| 281 | ZACKS INVESTMENT MANAGEMENT#281 · 177,938 sh | 177,938 | $128.6M | 0.91% | +1.7% |
| 282 | Maj Invest Holding A/S#282 · 176,751 sh | 176,751 | $127.8M | — | -57.8% |
| 283 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#283 · 175,287 sh | 175,287 | $126.7M | 0.62% | -5.2% |
| 284 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#284 · 173,675 sh | 173,675 | $125.6M | 1.11% | -13.8% |
| 285 | Zurich Insurance Group Ltd#285 · 173,162 sh | 173,162 | $125.2M | 0.87% | +89.2% |
| 286 | Henshaw Capital#286 · 171,300 sh | 171,300 | $123.8M | 4.03% | 0.0% |
| 287 | Phoenix Financial Ltd.#287 · 171,592 sh | 171,592 | $123.8M | 0.84% | -0.1% |
| 288 | Walleye Capital#288 · 167,815 sh | 167,815 | $121.3M | 0.43% | -39.1% |
| 289 | BALYASNY ASSET MANAGEMENT L.P.#289 · 166,354 sh | 166,354 | $120.3M | 0.15% | -78.8% |
| 290 | JENNISON ASSOCIATES#290 · 165,784 sh | 165,784 | $119.9M | 0.07% | -43.3% |
| 291 | TCW GROUP#291 · 165,174 sh | 165,174 | $119.4M | 0.80% | -1.7% |
| 292 | Clark Capital Management Group#292 · 164,557 sh | 164,557 | $119.0M | 0.65% | -37.0% |
| 293 | Employees Retirement System of Texas#293 · 164,101 sh | 164,101 | $118.6M | 0.94% | New |
| 294 | PUBLIC SECTOR PENSION INVESTMENT BOARD#294 · 163,970 sh | 163,970 | $118.6M | 0.31% | -64.5% |
| 295 | AMALGAMATED BANK#295 · 163,810 sh | 163,810 | $118.4M | — | +2.6% |
| 296 | BCV Asset Management#296 · 161,516 sh | 161,516 | $112.4M | 3.40% | -24.9% |
| 297 | NewEdge Advisors#297 · 154,918 sh | 154,918 | $112.0M | 0.33% | New |
| 298 | NorthCrest Asset Manangement#298 · 185,724 sh | 185,724 | $109.3M | — | +12.7% |
| 299 | O'SHAUGHNESSY ASSET MANAGEMENT#299 · 150,414 sh | 150,414 | $108.7M | 0.50% | -12.2% |
| 300 | USS Investment Management Ltd#300 · 150,041 sh | 150,041 | $108.5M | 0.39% | +6.5% |
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.