Applied Materials Inc
Held by 27 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 038222105 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns AMAT?
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Who owns AMAT? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
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| # | Manager | Fund | Shares | Value ↑ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 27 | Baillie Gifford | Baillie Gifford & Co | 52 | $37.60K | 0.0% | New | +52 | — | +$37.60K |
| 26 | Glenn Greenberg | Brave Warrior Advisors | 961 | $694.80K | 0.0% | Held | 0 | 0.0% | $0 |
| 25 | Bill Nygren | Harris Associates (Oakmark Funds) | 1.95K | $1.41M | 0.0% | Reduced | -255 | -11.6% | -$184.37K |
| 24 | Ron Baron | Baron Capital (BAMCO) | 3.39K | $2.45M | 0.0% | New | +3.4K | — | +$2.45M |
| 23 | Bridgeway | Bridgeway Capital Management | 7.60K | $5.49M | 0.1% | Held | 0 | 0.0% | $0 |
| 22 | Jeremy Grantham | GMO | 15.64K | $11.31M | 0.0% | Reduced | -5.7K | -26.6% | -$4.10M |
| 21 | Mario Gabelli | GAMCO Investors | 15.77K | $11.40M | 0.1% | Reduced | -5.5K | -25.7% | -$3.95M |
| 20 | Two Sigma | Two Sigma Investments | 29.76K | $21.52M | 0.0% | Reduced | -413.9K | -93.3% | -$299.24M |
| 19 | Tom Gayner | Markel Group | 36.35K | $26.28M | 0.2% | Held | 0 | 0.0% | $0 |
| 18 | Larry Robbins | Glenview Capital | 65.20K | $47.14M | 0.9% | Reduced | -132.0K | -66.9% | -$95.44M |
| 17 | Chris Davis | Davis Selected Advisers | 102.52K | $74.07M | 0.3% | Reduced | -1.1M | -91.4% | -$790.86M |
| 16 | Beutel Goodman | Beutel, Goodman & Co | 231.05K | $167.05M | 1.2% | Reduced | -213.7K | -48.1% | -$154.51M |
| 15 | Brad Gerstner | Altimeter Capital | 261.95K | $189.39M | 1.9% | New | +261.9K | — | +$189.39M |
| 14 | Ray Dalio | Bridgewater Associates | 291.43K | $210.70M | 0.9% | Reduced | -268.5K | -48.0% | -$194.12M |
| 13 | Israel Englander | Millennium Management | 319.45K | $230.96M | 0.2% | Reduced | -569.5K | -64.1% | -$411.72M |
| 12 | David Shaw | D.E. Shaw & Co. | 396.94K | $286.99M | 0.2% | Reduced | -612.7K | -60.7% | -$442.96M |
| 11 | Ken Fisher | Fisher Asset Management | 440.38K | $318.40M | 0.1% | Added | +18.3K | +4.3% | +$13.25M |
| 10 | John Armitage | Egerton Capital (UK) | 521.07K | $376.73M | 3.6% | New | +521.1K | — | +$376.73M |
| 9 | Steve Cohen | Point72 Asset Management | 599.98K | $433.79M | 0.7% | Reduced | -1.1M | -65.1% | -$807.69M |
| 8 | LSV Asset Management | LSV Asset Management | 677.32K | $489.70M | 0.9% | Reduced | -3.8K | -0.6% | -$2.71M |
| 7 | Ken Griffin | Citadel Advisors | 1.08M | $781.53M | 0.4% | Reduced | -209.6K | -16.2% | -$151.54M |
| 6 | Stephen Mandel | Lone Pine Capital | 1.21M | $873.19M | 5.3% | New | +1.2M | — | +$873.19M |
| 5 | Chase Coleman | Tiger Global Management | 1.63M | $1.18B | 4.9% | Reduced | -24.7K | -1.5% | -$17.85M |
| 4 | Parnassus Investments | Parnassus Investments LLC | 2.53M | $1.83B | 4.9% | Reduced | -450.5K | -15.1% | -$325.70M |
| 3 | Boston Partners | Boston Partners Global Investors | 2.64M | $1.89B | 1.7% | Reduced | -92.0K | -3.4% | -$65.79M |
| 2 | Philippe Laffont | Coatue Management | 4.21M | $3.05B | 6.3% | Reduced | -1.0M | -19.7% | -$748.10M |
| 1 | Norges Bank | Norges Bank Investment Management | 11.31M | $8.17B | 0.8% | — | — | — | — |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| John James Politician | Nov 10, 2023 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 2, 2024 | 297 days Late | PTR ↗ |