APPLIED MATERIALS INC /DE (AMAT) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 3,529
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Harbor Island Capital#401 · 92,498 sh | 92,498 | $66.9M | — | -21.7% |
| 402 | CloudAlpha Capital Management Limited/Hong Kong#402 · 92,357 sh | 92,357 | $66.8M | 1.90% | New |
| 403 | Intermede Investment Partners Ltd#403 · 131,259 sh | 131,259 | $66.5M | 2.80% | -27.9% |
| 404 | Clear Street Group#404 · 91,490 sh | 91,490 | $66.4M | 0.17% | New |
| 405 | Louisiana State Employees Retirement System#405 · 91,700 sh | 91,700 | $66.3M | — | -0.9% |
| 406 | Horizon Investments#406 · 91,119 sh | 91,119 | $65.9M | 0.69% | +10.7% |
| 407 | North Growth Management Ltd.#407 · 91,000 sh | 91,000 | $65.8M | — | -18.0% |
| 408 | Guinness Asset Management LTD#408 · 90,796 sh | 90,796 | $65.6M | 1.11% | -27.6% |
| 409 | SAMLYN CAPITAL#409 · 90,762 sh | 90,762 | $65.6M | 1.07% | New |
| 410 | Illinois Municipal Retirement Fund#410 · 90,591 sh | 90,591 | $65.5M | 0.74% | -7.9% |
| 411 | MAI Capital Management#411 · 88,673 sh | 88,673 | $64.1M | 0.24% | +5.1% |
| 412 | CALIFORNIA FIRST LEASING#412 · 88,236 sh | 88,236 | $63.8M | 13.54% | 0.0% |
| 413 | Night Owl Capital Management#413 · 88,107 sh | 88,107 | $63.7M | 6.69% | +208.9% |
| 414 | RMB Capital Management#414 · 87,589 sh | 87,589 | $63.3M | 0.98% | -16.4% |
| 415 | Fiera Capital#415 · 87,327 sh | 87,327 | $63.1M | 0.23% | -1.2% |
| 416 | Candriam S.C.A.#416 · 87,010 sh | 87,010 | $62.8M | 0.28% | +4.2% |
| 417 | State of Alaska, Department of Revenue#417 · 86,706 sh | 86,706 | $62.7M | — | -1.7% |
| 418 | Schonfeld Strategic Advisors#418 · 86,568 sh | 86,568 | $62.6M | 0.22% | -58.3% |
| 419 | BEACON INVESTMENT ADVISORY SERVICES#419 · 86,486 sh | 86,486 | $62.5M | — | -14.3% |
| 420 | First Nebraska#420 · 86,058 sh | 86,058 | $62.2M | 5.03% | -0.3% |
| 421 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#421 · 85,201 sh | 85,201 | $61.6M | — | -3.1% |
| 422 | MIZUHO SECURITIES USA#422 · 110,115 sh | 110,115 | $61.3M | 0.60% | +129.5% |
| 423 | SteelPeak Wealth#423 · 84,338 sh | 84,338 | $61.0M | — | -15.9% |
| 424 | Vident Advisory#424 · 83,854 sh | 83,854 | $60.6M | 0.44% | +23.4% |
| 425 | Applied Finance Capital Management#425 · 83,758 sh | 83,758 | $60.6M | 4.51% | -35.1% |
| 426 | Alta Park Capital#426 · 83,541 sh | 83,541 | $60.4M | 5.53% | -17.7% |
| 427 | FULLER & THALER ASSET MANAGEMENT#427 · 83,302 sh | 83,302 | $60.2M | 0.16% | +0.5% |
| 428 | NORRIS PERNE & FRENCH LLP#428 · 83,299 sh | 83,299 | $60.2M | — | -26.8% |
| 429 | ALLSTATE#429 · 83,122 sh | 83,122 | $60.1M | 0.60% | +1.6% |
| 430 | EXCHANGE TRADED CONCEPTS#430 · 82,740 sh | 82,740 | $59.8M | — | +86.2% |
| 431 | Badgley Phelps Wealth Managers#431 · 82,648 sh | 82,648 | $59.8M | — | -0.1% |
| 432 | OMERS ADMINISTRATION#432 · 81,819 sh | 81,819 | $59.2M | 0.35% | +13.6% |
| 433 | OSTERWEIS CAPITAL MANAGEMENT#433 · 81,318 sh | 81,318 | $58.8M | 2.77% | -42.8% |
| 434 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#434 · 80,404 sh | 80,404 | $58.1M | 3.18% | -5.1% |
| 435 | Danica Pension, Livsforsikringsaktieselskab#435 · 80,175 sh | 80,175 | $58.0M | 0.93% | +1.6% |
| 436 | BLAIR WILLIAM#436 · 79,958 sh | 79,958 | $57.8M | 0.15% | +1.0% |
| 437 | TIAA Wealth Investment Management#437 · 79,774 sh | 79,774 | $57.7M | 0.39% | -7.1% |
| 438 | Carmel Capital Management L.L.C.#438 · 79,258 sh | 79,258 | $57.3M | 12.56% | -10.8% |
| 439 | Norinchukin Bank, The#439 · 79,045 sh | 79,045 | $57.1M | 0.56% | +1.6% |
| 440 | PBU - The Pension Fund of Early Childhood & Youth Educators#440 · 79,032 sh | 79,032 | $57.1M | 1.29% | -88.3% |
| 441 | YOUSIF CAPITAL MANAGEMENT#441 · 79,018 sh | 79,018 | $57.1M | — | -8.3% |
| 442 | Avanza Fonder AB#442 · 78,803 sh | 78,803 | $57.0M | — | +0.4% |
| 443 | ZEVENBERGEN CAPITAL INVESTMENTS#443 · 78,800 sh | 78,800 | $57.0M | — | 0.0% |
| 444 | CCM INVESTMENT ADVISERS#444 · 78,360 sh | 78,360 | $56.7M | 4.38% | -7.3% |
| 445 | Hemenway#445 · 78,041 sh | 78,041 | $56.4M | 3.94% | +1.5% |
| 446 | Compagnie Lombard Odier SCmA#446 · 78,035 sh | 78,035 | $56.4M | 0.61% | New |
| 447 | Stanley Capital Management#447 · 77,800 sh | 77,800 | $56.2M | 7.46% | -21.3% |
| 448 | EASTERN BANK#448 · 76,969 sh | 76,969 | $55.6M | — | -5.0% |
| 449 | Parallax Volatility Advisers, L.P.#449 · 76,903 sh | 76,903 | $55.6M | 0.09% | New |
| 450 | Investment Management of Ontario#450 · 75,569 sh | 75,569 | $54.6M | 0.69% | -7.4% |
| 451 | Livforsakringsbolaget Skandia, Omsesidigt#451 · 75,567 sh | 75,567 | $54.6M | — | -0.8% |
| 452 | LGT Group Foundation#452 · 74,974 sh | 74,974 | $54.2M | 0.61% | -10.6% |
| 453 | Calamos Wealth Management#453 · 74,919 sh | 74,919 | $54.2M | 1.64% | +7.8% |
| 454 | Generali Asset Management SPA SGR#454 · 74,898 sh | 74,898 | $54.2M | — | +4.7% |
| 455 | Orion Porfolio Solutions#455 · 74,515 sh | 74,515 | $53.9M | 0.41% | +21.8% |
| 456 | RENAISSANCE GROUP#456 · 72,843 sh | 72,843 | $52.7M | 2.14% | -33.5% |
| 457 | BOKF, NA#457 · 71,988 sh | 71,988 | $52.0M | — | -0.2% |
| 458 | PRUDENTIAL PLC#458 · 71,431 sh | 71,431 | $51.6M | 0.28% | +6.9% |
| 459 | Prospera Financial Services#459 · 70,875 sh | 70,875 | $51.3M | 0.74% | -1.5% |
| 460 | CANTOR FITZGERALD, L. P.#460 · 70,550 sh | 70,550 | $51.0M | 0.55% | New |
| 461 | Sava Infond d.o.o.#461 · 70,530 sh | 70,530 | $51.0M | — | +78.7% |
| 462 | Harvest Portfolios Group#462 · 70,301 sh | 70,301 | $50.8M | 0.72% | -8.6% |
| 463 | GABELLI FUNDS#463 · 70,300 sh | 70,300 | $50.8M | 0.32% | -2.8% |
| 464 | Dai-ichi Life Insurance Company, Ltd#464 · 70,096 sh | 70,096 | $50.7M | 1.18% | +93.5% |
| 465 | BLI - Banque de Luxembourg Investments#465 · 72,506 sh | 72,506 | $50.5M | 1.78% | -16.4% |
| 466 | Value Aligned Research Advisors#466 · 69,591 sh | 69,591 | $50.3M | 0.13% | -90.5% |
| 467 | South Dakota Investment Council#467 · 69,528 sh | 69,528 | $50.3M | 0.86% | -14.2% |
| 468 | Capital Investment Counsel#468 · 68,157 sh | 68,157 | $49.3M | — | -1.6% |
| 469 | Maytus Capital Management#469 · 68,081 sh | 68,081 | $49.2M | 7.74% | -31.8% |
| 470 | BNP PARIBAS#470 · 68,524 sh | 68,524 | $49.1M | 1.33% | -62.9% |
| 471 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#471 · 67,548 sh | 67,548 | $48.8M | 2.58% | -6.5% |
| 472 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#472 · 67,347 sh | 67,347 | $48.7M | 0.37% | -0.2% |
| 473 | MGO ONE SEVEN#473 · 66,913 sh | 66,913 | $48.4M | — | +2.2% |
| 474 | EP Wealth Advisors#474 · 66,386 sh | 66,386 | $48.0M | 0.18% | +13.0% |
| 475 | LVM CAPITAL MANAGEMENT LTD#475 · 65,908 sh | 65,908 | $47.7M | — | -6.4% |
| 476 | GLENVIEW CAPITAL MANAGEMENT#476 · 65,201 sh | 65,201 | $47.1M | 0.86% | -66.9% |
| 477 | Senator Investment Group#477 · 65,000 sh | 65,000 | $47.0M | 1.72% | 0.0% |
| 478 | E20 Capital Ltd#478 · 64,978 sh | 64,978 | $47.0M | 3.79% | New |
| 479 | COMMERCE BANK#479 · 64,337 sh | 64,337 | $46.5M | 0.20% | +2.0% |
| 480 | Aptus Capital Advisors#480 · 63,899 sh | 63,899 | $46.2M | 0.32% | 0.0% |
| 481 | Merit Financial Group#481 · 63,218 sh | 63,218 | $45.7M | 0.28% | +61.0% |
| 482 | Envestnet Portfolio Solutions#482 · 62,962 sh | 62,962 | $45.5M | 0.22% | -27.6% |
| 483 | GRIMES & WEALTH MANAGEMENT#483 · 62,818 sh | 62,818 | $45.4M | 0.98% | -0.6% |
| 484 | Polymer Capital Management (HK) LTD#484 · 61,986 sh | 61,986 | $44.8M | 2.27% | +1747.0% |
| 485 | Gulf International Bank (UK) Ltd#485 · 61,689 sh | 61,689 | $44.6M | — | +0.6% |
| 486 | Trans-Canada Capital#486 · 61,338 sh | 61,338 | $44.3M | 2.43% | New |
| 487 | Callahan Advisors#487 · 61,228 sh | 61,228 | $44.3M | 3.34% | -8.8% |
| 488 | TRILLIUM ASSET MANAGEMENT#488 · 61,218 sh | 61,218 | $44.3M | 1.36% | -46.7% |
| 489 | LMCG INVESTMENTS#489 · 61,133 sh | 61,133 | $44.2M | — | -17.1% |
| 490 | JAMISON PRIVATE WEALTH MANAGEMENT#490 · 61,132 sh | 61,132 | $44.2M | — | -0.7% |
| 491 | HOLDERNESS INVESTMENTS#491 · 60,522 sh | 60,522 | $43.8M | 7.30% | -0.8% |
| 492 | WoodTrust Financial#492 · 60,159 sh | 60,159 | $43.5M | — | -8.6% |
| 493 | Rheos Capital Works#493 · 60,000 sh | 60,000 | $43.4M | 2.47% | -40.0% |
| 494 | SummitTX Capital, L.P.#494 · 59,729 sh | 59,729 | $43.2M | 1.11% | -3.8% |
| 495 | INTECH INVESTMENT MANAGEMENT#495 · 59,164 sh | 59,164 | $42.8M | 0.39% | +54.9% |
| 496 | Laird Norton Wetherby Company#496 · 58,978 sh | 58,978 | $42.6M | 0.82% | 0.0% |
| 497 | Allspring Global Investments#497 · 65,311 sh | 65,311 | $42.5M | 0.07% | -1.8% |
| 498 | JACOBS#498 · 58,701 sh | 58,701 | $42.4M | — | -7.2% |
| 499 | CULLEN/FROST BANKERS#499 · 58,680 sh | 58,680 | $42.4M | — | +2.6% |
| 500 | ProVise Management Group#500 · 58,658 sh | 58,658 | $42.4M | 2.84% | -1.5% |
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.