AMAT

Applied Materials Inc$482.36 0.54%
Information TechnologyUSCUSIP 038222105· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
3093
-2 QoQ
13F Value (tracked)
$235.7B
Insider Net · 180d
-$173.2M
0↑ 8↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)22 adding · 23 trimming
Insider net (180d)-$173.2M

Price & smart-money activity

$482.36 0.54%5Y +258.8%
$27.87$206.91$385.95$564.99$744.0320212022202320242025202619516621032201772092002031983174200177207222491672221202232202245197256226726923525825343445248544825404385155143604631576273634809692
Hover for who · click for detailEnd-of-day closing prices52w $156.25 – $723.00

Who owns AMAT?

3093 tracked 13F filers

3093 tracked 13F filers disclose a position in AMAT as of the latest SEC 13F filings, a combined $235.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
21 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$27.0B
79.0M
+4.9%
Added · +3.7M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$17.6B
51.6M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$27.6B
38.2M
+1.9%
Added · +733K sh
Q2 2026
4GEODE CAPITAL MANAGEMENT, LLC
$15.9B
22.0M
+0.4%
Added · +86K sh
Q2 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$5.9B
17.3M
First observed position
No prior filed position
Q1 2026
6MORGAN STANLEY
$4.0B
11.8M
+3.3%
Added · +373K sh
Q1 2026
7NORGES BANK
$2.9B
11.1M
+27%
Added · +2.4M sh
Q4 2025
8UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$3.4B
10.0M
−6.5%
Reduced · −691K sh
Q1 2026
9AMERIPRISE FINANCIAL INC
$3.1B
8.9M
−13%
Reduced · −1.4M sh
Q1 2026
10NORTHERN TRUST CORP
$3.0B
8.8M
−2.3%
Reduced · −210K sh
Q1 2026
11Bank of New York Mellon Corp
$2.9B
8.6M
−3.9%
Reduced · −346K sh
Q1 2026
12GOLDMAN SACHS GROUP INC
$2.7B
7.9M
+17%
Added · +1.2M sh
Q1 2026
13VAN ECK ASSOCIATES CORP
Withheld
6.6M
−15%
Reduced · −1.2M sh
Q1 2026
14Amundi
$2.2B
6.6M
+5.0%
Added · +313K sh
Q1 2026
15DEUTSCHE BANK AG\
$2.2B
6.5M
+1.1%
Added · +70K sh
Q1 2026
16Legal & General Group Plc
$2.2B
6.4M
+0.6%
Added · +39K sh
Q1 2026
17FMR LLC
$2.2B
6.4M
+32%
Added · +1.6M sh
Q1 2026
18Sanders Capital, LLC
$2.1B
6.2M
−30%
Reduced · −2.7M sh
Q1 2026
19PRICE T ROWE ASSOCIATES INC /MD/
$2.1B
6.1M
+13%
Added · +679K sh
Q1 2026
20Nuveen, LLC
$2.1B
6.0M
−22%
Reduced · −1.7M sh
Q1 2026
21ALLIANCEBERNSTEIN L.P.
$1.4B
5.5M
−15%
Reduced · −956K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$1.8B
5.4M
−22%
Reduced · −1.5M sh
Q1 2026
23COATUE MANAGEMENT LLC
$1.8B
5.2M
−12%
Reduced · −736K sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.7B
4.9M
+1.1%
Added · +55K sh
Q1 2026
25JPMORGAN CHASE & CO
$1.6B
4.9M
+42%
Added · +1.5M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AMAT being bought or sold by institutions?

Last quarter, 1 fund opened a new position in AMAT and 21 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
21
funds
Reduced
23
funds
Exited
0
funds

Funds that own AMAT also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT2013 funds$414.1B
NVIDIA CORPNVDA2005 funds$581.7B
AMAZON.COM INCAMZN1997 funds$324.6B
APPLE INCAAPL1993 funds$455.4B
ALPHABET INC-CL AGOOGL1962 funds$291.1B
META PLATFORMS INC-CLASS AMETA1872 funds$178.0B
BROADCOM INCAVGO1859 funds$233.1B
ALPHABET INC-CL CGOOG1855 funds$195.9B
JPMORGAN CHASE & COJPM1848 funds$112.1B
ELI LILLY & COLLY1795 funds$129.8B
VISA INC-CLASS A SHARESV1778 funds$104.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B1747 funds$63.3B

Ranked by how many of AMAT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$173.2M
8 insiders
Net
-$173.2M
35 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026Hill BriceSVP, CFOSell (S)8K$3.6M
Jun 30, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)20K$14.7M
Jun 30, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)30$22K
Jun 29, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)50K$35.2M
Jun 29, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)8K$5.6M
Jun 18, 2026Raja Prabu G.President, Semi. Products Grp.Sell (S)10K$6.3M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)16K$9.3M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)9K$5.4M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)10K$6.2M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)5K$2.8M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)5K$2.7M
Jun 16, 2026DICKERSON GARY EPresident and CEO, DirectorSell (S)6K$3.5M

Institutional ownership over time

2413 funds+991 since Q3 2024
012082415Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $90.0B · 14 values withheld

Recent filings

15 shown

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Connected entities for AMAT

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Ask your agent what changed in AMAT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AMAT/capital-change-brief"
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Use Arkolith's capital_change_brief for AMAT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.