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.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank | Norges Bank Investment Management | 11.31M | $8.17B | 0.8% | — | — | — | — |
| 2 | Philippe Laffont | Coatue Management | 4.21M | $3.05B | 6.3% | Reduced | -1.0M | -19.7% | -$748.10M |
| 3 | Boston Partners | Boston Partners Global Investors | 2.64M | $1.89B | 1.7% | Reduced | -92.0K | -3.4% | -$65.79M |
| 4 | Parnassus Investments | Parnassus Investments LLC | 2.53M | $1.83B | 4.9% | Reduced | -450.5K | -15.1% | -$325.70M |
| 5 | Chase Coleman | Tiger Global Management | 1.63M | $1.18B | 4.9% | Reduced | -24.7K | -1.5% | -$17.85M |
| 6 | Stephen Mandel | Lone Pine Capital | 1.21M | $873.19M | 5.3% | New | +1.2M | — | +$873.19M |
| 7 | Ken Griffin | Citadel Advisors | 1.08M | $781.53M | 0.4% | Reduced | -209.6K | -16.2% | -$151.54M |
| 8 | LSV Asset Management | LSV Asset Management | 677.32K | $489.70M | 0.9% | Reduced | -3.8K | -0.6% | -$2.71M |
| 9 | Steve Cohen | Point72 Asset Management | 599.98K | $433.79M | 0.7% | Reduced | -1.1M | -65.1% | -$807.69M |
| 10 | John Armitage | Egerton Capital (UK) | 521.07K | $376.73M | 3.6% | New | +521.1K | — | +$376.73M |
| 11 | Ken Fisher | Fisher Asset Management | 440.38K | $318.40M | 0.1% | Added | +18.3K | +4.3% | +$13.25M |
| 12 | David Shaw | D.E. Shaw & Co. | 396.94K | $286.99M | 0.2% | Reduced | -612.7K | -60.7% | -$442.96M |
| 13 | Israel Englander | Millennium Management | 319.45K | $230.96M | 0.2% | Reduced | -569.5K | -64.1% | -$411.72M |
| 14 | Ray Dalio | Bridgewater Associates | 291.43K | $210.70M | 0.9% | Reduced | -268.5K | -48.0% | -$194.12M |
| 15 | Brad Gerstner | Altimeter Capital | 261.95K | $189.39M | 1.9% | New | +261.9K | — | +$189.39M |
| 16 | Beutel Goodman | Beutel, Goodman & Co | 231.05K | $167.05M | 1.2% | Reduced | -213.7K | -48.1% | -$154.51M |
| 17 | Chris Davis | Davis Selected Advisers | 102.52K | $74.07M | 0.3% | Reduced | -1.1M | -91.4% | -$790.86M |
| 18 | Larry Robbins | Glenview Capital | 65.20K | $47.14M | 0.9% | Reduced | -132.0K | -66.9% | -$95.44M |
| 19 | Tom Gayner | Markel Group | 36.35K | $26.28M | 0.2% | Held | 0 | 0.0% | $0 |
| 20 | Two Sigma | Two Sigma Investments | 29.76K | $21.52M | 0.0% | Reduced | -413.9K | -93.3% | -$299.24M |
| 21 | Mario Gabelli | GAMCO Investors | 15.77K | $11.40M | 0.1% | Reduced | -5.5K | -25.7% | -$3.95M |
| 22 | Jeremy Grantham | GMO | 15.64K | $11.31M | 0.0% | Reduced | -5.7K | -26.6% | -$4.10M |
| 23 | Bridgeway | Bridgeway Capital Management | 7.60K | $5.49M | 0.1% | Held | 0 | 0.0% | $0 |
| 24 | Ron Baron | Baron Capital (BAMCO) | 3.39K | $2.45M | 0.0% | New | +3.4K | — | +$2.45M |
| 25 | Bill Nygren | Harris Associates (Oakmark Funds) | 1.95K | $1.41M | 0.0% | Reduced | -255 | -11.6% | -$184.37K |
| 26 | Glenn Greenberg | Brave Warrior Advisors | 961 | $694.80K | 0.0% | Held | 0 | 0.0% | $0 |
| 27 | Baillie Gifford | Baillie Gifford & Co | 52 | $37.60K | 0.0% | New | +52 | — | +$37.60K |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
No politician trades match these filters.