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
In plain English: 27 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 17 sold some or all of theirs (5 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
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
Managers holding
27
+5 vs last quarter (like-for-like)
Total value held
$20.68B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$5.13B
+69.7% vs last quarter
Net shares bought
-4.2M
Est. net flow -$3.06B
Quarter activity
6 bought · 17 sold
5 new · 0 sold out
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
| 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 J. McGuire III Politician | Jul 15, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Aug 10, 2026 | 26 days | PTR ↗ |
| Dan Newhouse Politician | Jul 10, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Jul 17, 2026 | 7 days | PTR ↗ |
| Dan Newhouse Politician | Aug 18, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Sep 17, 2025 | 30 days | PTR ↗ |
| Lisa McClain Politician | Jul 22, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Aug 4, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 9 days | PTR ↗ |
| Jefferson Shreve Politician | May 8, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 45 days | PTR ↗ |
| Jefferson Shreve Politician | May 12, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 41 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 11, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 27 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 17, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 21 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 8, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account | May 8, 2025 | 30 days | PTR ↗ |
| Jefferson Shreve Politician | Mar 13, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Apr 11, 2025 | 29 days | PTR ↗ |
| John James Politician | Sep 4, 2024 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 6, 2024 | 2 days | PTR ↗ |
| 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 ↗ |