AMATApplied Materials
Applied Materials, Inc. is the leader in the materials engineering solutions used to produce virtually every semiconductor in the world. 10-K, Item 1
- Headquarters
- Santa Clara, CA
- CEO
- Gary E. Dickerson
- Next results
- around Nov 12, 2026
Who owns AMAT
84% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 80.21M | $58.0B | 10.11% | Added +1.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 51.85M | $37.5B | 6.53% | Added +0.5% |
| STATE STREET CORP | 38.24M | $27.6B | 4.82% | Added +2.0% |
| Invesco Ltd. | 28.27M | $20.4B | 3.56% | Added +7.2% |
| Capital Research Global Investors | 22.16M | $16.0B | 2.79% | Reduced -24.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 22.01M | $15.9B | 2.77% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.55M | $13.4B | 2.34% | Added +7.5% |
| JPMORGAN CHASE & CO | 13.89M | $9.6B | 1.75% | Added +182.0% |
| MORGAN STANLEY | 13.52M | $9.8B | 1.70% | Added +14.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 12.63M | $9.1M | 1.59% | Added +108.3% |
| NORGES BANK | 11.31M | $8.2B | 1.42% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 9.41M | $6.8B | 1.19% | Reduced -5.8% |
| FMR LLC | 9.27M | $6.7B | 1.17% | Added +45.0% |
| GOLDMAN SACHS GROUP INC | 8.90M | $6.4B | 1.12% | Added +13.3% |
| NORTHERN TRUST CORP | 8.87M | $6.4B | 1.12% | Added +0.9% |
| Amundi | 7.81M | $5.6B | 0.98% | Added +19.0% |
| VAN ECK ASSOCIATES CORP | 7.71M | $5.6B | 0.97% | Added +16.2% |
| BANK OF AMERICA CORP /DE/ | 7.27M | $5.3B | 0.92% | Added +34.9% |
| Bank of New York Mellon Corp | 7.02M | $5.1B | 0.88% | Reduced -18.4% |
| AMERIPRISE FINANCIAL INC | 6.40M | $4.6B | 0.81% | Reduced -28.5% |
| Nuveen, LLC | 6.11M | $4.4B | 0.77% | Added +1.9% |
| Sanders Capital, LLC | 6.09M | $4.4B | 0.77% | Reduced -1.3% |
| Legal & General Group Plc | 6.09M | $4.4B | 0.77% | Reduced -5.0% |
| ALLIANCEBERNSTEIN L.P. | 5.43M | $1.9B | 0.68% | Reduced -0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.97M | $3.6B | 0.63% | Added +0.7% |
Bought the most shares
- NORGES BANK +11.31M, new
- JPMORGAN CHASE & CO +8.96M
- PRICE T ROWE ASSOCIATES INC /MD/ +6.56M
- FMR LLC +2.88M
- SG Americas Securities, LLC +2.23M
- Jupiter Topco LLC +2.09M, new
- Invesco Ltd. +1.90M
- BANK OF AMERICA CORP /DE/ +1.88M
- MORGAN STANLEY +1.68M
- ALKEON CAPITAL MANAGEMENT LLC +1.50M, new
Sold the most shares
- Capital Research Global Investors -7.30M
- AMERIPRISE FINANCIAL INC -2.54M
- DEUTSCHE BANK AG\ -2.50M
- Bank of New York Mellon Corp -1.58M
- Cantillon Capital Management LLC -1.47M
- JANUS HENDERSON GROUP PLC -1.39M, sold out
- Point72 Asset Management, L.P. -1.12M
- Davis Selected Advisers -1.09M
- COATUE MANAGEMENT LLC -1.03M
- BARCLAYS PLC -896K
Superinvestors holding AMAT 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Philippe Laffont Coatue Management | Jun 30, 2026 | 4.21M | $3.0B | 6.31% | Reduced -19.7% |
| Chase Coleman Tiger Global Management | Jun 30, 2026 | 1.63M | $1.2B | 4.92% | Reduced -1.5% |
| Stephen Mandel Lone Pine Capital | Jun 30, 2026 | 1.21M | $873.2M | 5.34% | New |
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 103K | $74.1M | 0.32% | Reduced -91.4% |
| William von Mueffling Cantillon Capital Management | Jun 30, 2026 | 50K | $36.3M | 5.45% | Reduced -96.7% |
| Tom Gayner Markel Group | Sep 30, 2026 | 36K | $18.6M | 0.16% | Held |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 2K | $1.4M | 0.00% | Reduced -11.6% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about AMAT in the last year.
Work on AMAT in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/AMAT/export.csv") into a cell.