Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMAT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 79.0M | $26.99B | +4.9% | 9.947% | 0.47% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 51.6M | $17.63B | β | 6.496% | 0.44% |
| 3 | STATE STREET CORP | 37.5M | $12.82B | -1.1% | 4.724% | 0.44% |
| 4 | Capital Research Global Investors | 29.5M | $10.07B | -9.9% | 3.710% | 1.56% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 21.9M | $7.48B | +17.8% | 2.761% | 0.47% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 17.3M | $5.90B | β | 2.174% | 0.31% |
| 7 | MORGAN STANLEY | 11.8M | $4.05B | +3.3% | 1.492% | 0.24% |
| 8 | UBS ASSET MANAGEMENT AMERICAS INC | 10.0M | $3.42B | -6.5% | 1.259% | 0.71% |
| 9 | Invesco Ltd. | 9.7M | $3.32B | +21.6% | 1.223% | 0.51% |
| 10 | AMERIPRISE FINANCIAL INC | 8.9M | $3.06B | -13.1% | 1.126% | 0.71% |
| 11 | NORTHERN TRUST CORP | 8.8M | $3.00B | -2.3% | 1.107% | 0.40% |
| 12 | Bank of New York Mellon Corp | 8.6M | $2.94B | -3.9% | 1.083% | 0.54% |
| 13 | GOLDMAN SACHS GROUP INC | 8.5M | $2.90B | +18.9% | 1.067% | 0.33% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.5M | $2.57B | +15.8% | 0.945% | 0.29% |
| 15 | Amundi | 6.6M | $2.24B | +5.0% | 0.826% | 0.61% |
| 16 | DEUTSCHE BANK AG\ | 6.5M | $2.22B | +1.1% | 0.818% | 0.74% |
| 17 | Legal & General Group Plc | 6.4M | $2.19B | +0.6% | 0.808% | 0.51% |
| 18 | FMR LLC | 6.4M | $2.19B | +32.3% | 0.806% | 0.12% |
| 19 | Sanders Capital, LLC | 6.2M | $2.11B | -30.1% | 0.778% | 2.51% |
| 20 | Nuveen, LLC | 6.0M | $2.05B | -21.8% | 0.756% | 0.56% |
| 21 | BANK OF AMERICA CORP /DE/ | 5.4M | $1.84B | -21.6% | 0.678% | 0.13% |
| 22 | COATUE MANAGEMENT LLC | 5.2M | $1.79B | -12.3% | 0.661% | 6.17% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.9M | $1.69B | +1.1% | 0.622% | 0.26% |
| 24 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 4.5M | $1.55B | +12.2% | 0.573% | 1.52% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 4.5M | $1.54B | β | 0.567% | 0.39% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AMAT β a direct measure of their conviction.
Filings activity in AMAT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AMAT position in Q1 2026
Institutions that fully closed their AMAT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,863 | +12% | 45.07% | +9.85 pp | $202.99B | +28% |
| Q4 2025 | 2,557 | +12% | 35.22% | +7.68 pp | $158.63B | +28% |
| Q3 2025 | 2,282 | +0.5% | 27.54% | +3.64 pp | $124.04B | +15% |
| Q2 2025 | 2,271 | +8.6% | 23.90% | +4.91 pp | $107.62B | +26% |
| Q1 2025 | 2,091 | 2.2% | 18.99% | 3.99 pp | $85.54B | 17% |
| Q4 2024 | 2,139 | +0.7% | 22.98% | 4.29 pp | $103.47B | 16% |
| Q3 2024 | 2,124 | 3.4% | 27.27% | 8.85 pp | $122.83B | 24% |
| Q2 2024 | 2,199 | β | 36.12% | β | $162.67B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMAT stock.
Based on Q1 2026 13F filings, institutional ownership of Applied Materials, Inc. stands at 45.1%, held across 2,863 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMAT, with approximately 78,974,833 shares worth $26.99B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of AMAT, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, COATUE MANAGEMENT LLC.
Our composite Smart Money Score for AMAT is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
499 institutions opened new positions in AMAT during Q1 2026, while 193 fully exited. 2,089 added to existing positions and 266 trimmed.
AMAT institutional ownership rose by 9.85 percentage points quarter-over-quarter, with a net change of +306 holders.
The top 10 institutions account for 46.7% of all reported 13F value in AMAT, and the top 25 account for 62.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Applied Materials, Inc. (AMAT) Institutional Ownership