APPLIED MATERIALS INC /DE (AMAT) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 3,529
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Artisan Partners Limited Partnership#301 · 149,573 sh | 149,573 | $108.1M | 0.17% | -38.0% |
| 302 | Munich Reinsurance Stock in Munich#302 · 147,637 sh | 147,637 | $106.7M | 2.33% | +10.3% |
| 303 | Broad Run Investment Management#303 · 147,512 sh | 147,512 | $106.7M | 16.41% | -0.5% |
| 304 | Edgemoor Investment Advisors#304 · 146,720 sh | 146,720 | $106.1M | 7.24% | -1.9% |
| 305 | Artemis Investment Management LLP#305 · 146,571 sh | 146,571 | $106.0M | — | -19.1% |
| 306 | Rokos Capital Management LLP#306 · 146,184 sh | 146,184 | $105.7M | 0.39% | +8.2% |
| 307 | Vanguard Personalized Indexing Management#307 · 145,211 sh | 145,211 | $105.0M | 0.86% | +1.1% |
| 308 | Penserra Capital Management#308 · 144,291 sh | 144,291 | $104.3M | 0.80% | -8.4% |
| 309 | Bragg Financial Advisors#309 · 143,808 sh | 143,808 | $104.0M | 2.78% | -3.5% |
| 310 | FIL Ltd#310 · 141,640 sh | 141,640 | $102.4M | 0.07% | +7.2% |
| 311 | Talbot Financial#311 · 140,818 sh | 140,818 | $101.8M | — | -0.3% |
| 312 | B. Metzler seel. Sohn & AG#312 · 140,817 sh | 140,817 | $101.8M | 0.88% | +9.6% |
| 313 | Aware Super Pty Ltd as trustee of Aware Super#313 · 140,466 sh | 140,466 | $101.6M | 1.44% | -1.4% |
| 314 | WEDGE CAPITAL MANAGEMENT L L P#314 · 139,749 sh | 139,749 | $101.0M | — | -17.7% |
| 315 | NS Partners Ltd#315 · 139,382 sh | 139,382 | $100.8M | 4.32% | +2.1% |
| 316 | Pathstone#316 · 137,484 sh | 137,484 | $99.5M | 0.29% | -1.8% |
| 317 | Cambridge Investment Research Advisors#317 · 136,887 sh | 136,887 | $99.0M | 0.22% | -3.9% |
| 318 | CAPTRUST FINANCIAL ADVISORS#318 · 136,092 sh | 136,092 | $98.4M | 0.15% | +33.3% |
| 319 | SILVERCREST ASSET MANAGEMENT GROUP#319 · 135,469 sh | 135,469 | $97.9M | 0.64% | -20.9% |
| 320 | Gotham Asset Management#320 · 135,167 sh | 135,167 | $97.7M | 0.23% | -15.9% |
| 321 | MACQUARIE GROUP LTD#321 · 134,944 sh | 134,944 | $97.6M | 0.42% | +44.7% |
| 322 | Wealthfront Advisers#322 · 134,717 sh | 134,717 | $97.4M | 0.19% | +3.2% |
| 323 | Varma Mutual Pension Insurance#323 · 134,482 sh | 134,482 | $97.2M | 0.52% | -14.1% |
| 324 | Baird Financial Group#324 · 132,402 sh | 132,402 | $95.7M | 0.13% | -1.3% |
| 325 | AVITY INVESTMENT MANAGEMENT#325 · 131,067 sh | 131,067 | $94.8M | — | -21.8% |
| 326 | Busey Wealth Management#326 · 131,046 sh | 131,046 | $94.7M | — | -24.1% |
| 327 | NEW YORK LIFE INVESTMENT MANAGEMENT#327 · 130,731 sh | 130,731 | $94.5M | 0.66% | +2.9% |
| 328 | Vinva Investment Management Ltd#328 · 135,003 sh | 135,003 | $93.8M | 0.62% | +27.4% |
| 329 | Fideuram Asset Management (Ireland) dac#329 · 191,103 sh | 191,103 | $92.8M | — | +609.5% |
| 330 | LEUCADIA NATIONAL#330 · 127,897 sh | 127,897 | $92.5M | 0.61% | +0.2% |
| 331 | OSSIAM#331 · 127,423 sh | 127,423 | $92.1M | 1.22% | -31.9% |
| 332 | Andra AP-fonden#332 · 126,229 sh | 126,229 | $91.3M | 1.05% | +34.4% |
| 333 | Blue Sparrow#333 · 126,002 sh | 126,002 | $91.1M | 0.88% | +213.5% |
| 334 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#334 · 125,930 sh | 125,930 | $91.0M | — | -24.0% |
| 335 | Mediolanum International Funds Ltd#335 · 129,428 sh | 129,428 | $89.9M | 0.77% | +0.3% |
| 336 | NewEdge Wealth#336 · 123,853 sh | 123,853 | $89.5M | 0.89% | +6.5% |
| 337 | Pacer Advisors#337 · 123,658 sh | 123,658 | $89.4M | 0.23% | New |
| 338 | Defiance ETFs#338 · 137,176 sh | 137,176 | $89.3M | 1.21% | -11.8% |
| 339 | MISSION WEALTH MANAGEMENT#339 · 123,042 sh | 123,042 | $89.0M | — | +157.6% |
| 340 | MOORE CAPITAL MANAGEMENT#340 · 122,220 sh | 122,220 | $88.4M | 1.31% | +23.7% |
| 341 | SIT INVESTMENT ASSOCIATES#341 · 121,592 sh | 121,592 | $87.9M | 1.66% | -2.6% |
| 342 | Utah Retirement Systems#342 · 120,367 sh | 120,367 | $87.0M | 0.83% | -6.7% |
| 343 | OF VERMONT#343 · 119,735 sh | 119,735 | $86.6M | — | — |
| 344 | Baker Avenue Asset Management#344 · 119,071 sh | 119,071 | $86.1M | 1.63% | -0.7% |
| 345 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#345 · 118,923 sh | 118,923 | $86.0M | 0.54% | +8.8% |
| 346 | Police & Firemen's Retirement System of New Jersey#346 · 118,911 sh | 118,911 | $86.0M | 0.64% | -2.6% |
| 347 | LBP AM SA#347 · 118,355 sh | 118,355 | $85.6M | 0.86% | +125.4% |
| 348 | Empowered Funds#348 · 117,109 sh | 117,109 | $84.7M | 0.45% | -6.9% |
| 349 | Sumitomo Mitsui DS Asset Management Company, Ltd#349 · 116,721 sh | 116,721 | $84.4M | — | +2.2% |
| 350 | KEYBANK NATIONAL ASSOCIATION#350 · 116,250 sh | 116,250 | $84.0M | 0.28% | +2.7% |
| 351 | Hamilton Capital Partners#351 · 115,628 sh | 115,628 | $83.6M | 2.43% | +0.7% |
| 352 | DJE Kapital AG#352 · 112,342 sh | 112,342 | $83.1M | 1.57% | -16.1% |
| 353 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#353 · 114,610 sh | 114,610 | $82.9M | 0.56% | -6.4% |
| 354 | Ethic#354 · 114,400 sh | 114,400 | $82.7M | 1.03% | +5.6% |
| 355 | Ilmarinen Mutual Pension Insurance#355 · 114,103 sh | 114,103 | $82.5M | 0.56% | +13.5% |
| 356 | Federation des caisses Desjardins du Quebec#356 · 114,072 sh | 114,072 | $82.5M | 0.25% | +125.5% |
| 357 | E Fund Management , Ltd.#357 · 113,843 sh | 113,843 | $82.3M | 1.85% | +115.2% |
| 358 | CapitalatWork S.A.#358 · 112,875 sh | 112,875 | $81.6M | 2.05% | -51.0% |
| 359 | Carnegie Investment Counsel#359 · 111,680 sh | 111,680 | $80.7M | — | -32.6% |
| 360 | Cohen Capital Management#360 · 111,621 sh | 111,621 | $80.7M | — | -0.3% |
| 361 | Kingsview Wealth Management#361 · 111,588 sh | 111,588 | $80.7M | 0.98% | +568.2% |
| 362 | Aristotle Atlantic Partners#362 · 111,309 sh | 111,309 | $80.5M | 3.34% | +14.8% |
| 363 | OP Asset Management Ltd#363 · 110,481 sh | 110,481 | $79.9M | 0.85% | +8.1% |
| 364 | PROFUND ADVISORS#364 · 110,290 sh | 110,290 | $79.7M | — | +15.1% |
| 365 | GROUPAMA ASSET MANAGMENT#365 · 114,347 sh | 114,347 | $79.6M | 1.00% | +1943.7% |
| 366 | Larson Financial Group#366 · 109,748 sh | 109,748 | $79.3M | 2.08% | -5.2% |
| 367 | Steward Partners Investment Advisory#367 · 109,577 sh | 109,577 | $79.2M | 0.40% | -11.0% |
| 368 | Bristol Gate Capital Partners#368 · 109,202 sh | 109,202 | $79.0M | 5.50% | -51.6% |
| 369 | GUYASUTA INVESTMENT ADVISORS#369 · 109,153 sh | 109,153 | $78.9M | — | -4.0% |
| 370 | TD Waterhouse Canada#370 · 120,779 sh | 120,779 | $78.5M | — | +17.5% |
| 371 | McGuire Investment Group#371 · 108,139 sh | 108,139 | $78.2M | — | -0.3% |
| 372 | MANAGED ASSET PORTFOLIOS#372 · 107,629 sh | 107,629 | $77.8M | 8.89% | -0.6% |
| 373 | IEQ CAPITAL#373 · 107,507 sh | 107,507 | $77.7M | 0.36% | +2.2% |
| 374 | CORDA Investment Management#374 · 107,018 sh | 107,018 | $77.4M | — | -1.3% |
| 375 | Reynders McVeigh Capital Management#375 · 105,987 sh | 105,987 | $76.6M | 3.39% | +8.2% |
| 376 | National Mutual Insurance Federation of Agricultural Coopera#376 · 105,000 sh | 105,000 | $75.9M | — | 0.0% |
| 377 | Alyeska Investment Group, L.P.#377 · 104,742 sh | 104,742 | $75.7M | 0.19% | New |
| 378 | Elo Mutual Pension Insurance#378 · 104,620 sh | 104,620 | $75.6M | 0.97% | +15.6% |
| 379 | Aureus Asset Management#379 · 104,403 sh | 104,403 | $75.5M | 4.59% | -38.4% |
| 380 | DAVIS SELECTED ADVISERS#380 · 102,521 sh | 102,521 | $74.1M | 0.32% | -91.4% |
| 381 | SHELTON CAPITAL MANAGEMENT#381 · 102,149 sh | 102,149 | $73.9M | 1.35% | +3.1% |
| 382 | MILFORD FUNDS LTD#382 · 102,084 sh | 102,084 | $73.8M | 1.20% | +28.3% |
| 383 | Cardinal Capital Management#383 · 101,688 sh | 101,688 | $73.5M | — | -45.8% |
| 384 | LOUNTZIS ASSET MANAGEMENT#384 · 101,308 sh | 101,308 | $73.2M | 23.17% | -14.9% |
| 385 | Connor, Clark & Lunn Investment Management Ltd.#385 · 101,268 sh | 101,268 | $73.2M | 0.14% | +106.8% |
| 386 | PINEBRIDGE INVESTMENTS#386 · 100,567 sh | 100,567 | $72.7M | 0.60% | +14.3% |
| 387 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#387 · 100,232 sh | 100,232 | $72.5M | 0.25% | -1.8% |
| 388 | HANCOCK WHITNEY#388 · 99,944 sh | 99,944 | $72.3M | 1.20% | -5.1% |
| 389 | ABN AMRO Bank N.V.#389 · 99,652 sh | 99,652 | $71.9M | 0.93% | +13.1% |
| 390 | Harvest Fund Management , Ltd#390 · 98,626 sh | 98,626 | $71.3M | 2.36% | +19.2% |
| 391 | Maple Capital Management#391 · 98,094 sh | 98,094 | $70.9M | 4.21% | -0.8% |
| 392 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#392 · 97,566 sh | 97,566 | $70.5M | 0.76% | +7.3% |
| 393 | Cresset Asset Management#393 · 96,887 sh | 96,887 | $70.0M | 0.25% | +4.7% |
| 394 | United Super Pty Ltd in its capacity as Trustee for the Cons#394 · 96,308 sh | 96,308 | $69.6M | 1.25% | 0.0% |
| 395 | Midwest#395 · 95,762 sh | 95,762 | $69.2M | — | -2.6% |
| 396 | Kestra Advisory Services#396 · 94,682 sh | 94,682 | $68.5M | 0.22% | -16.3% |
| 397 | iA Global Asset Management#397 · 94,397 sh | 94,397 | $68.2M | 0.81% | -9.3% |
| 398 | Blackstone#398 · 94,247 sh | 94,247 | $68.1M | 0.17% | -62.1% |
| 399 | BROWN ADVISORY#399 · 92,825 sh | 92,825 | $67.1M | 0.10% | -10.3% |
| 400 | PINNACLE ASSOCIATES LTD#400 · 92,679 sh | 92,679 | $67.0M | — | -2.3% |
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.