# APPLIED MATLS INC (AMAT) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 038222105
Page URL: https://superinvestorclub.com/stock/AMAT
Last updated: 2026-08-29T13:47:54.707Z

## Summary

As of the most recent 13F filing period, APPLIED MATLS INC (AMAT) is held by 15 tracked superinvestors with an aggregate position value of $6.46B representing 04213483163221012077371521843521065291426143808102521480443635011007660924681945961 shares.

## Top institutional holders (15)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Philippe Laffont](https://superinvestorclub.com/manager/60) | Coatue Management | 4213483 | $3.05B | 6.26% | 2026-06-30 |
| 2 | [Chase Coleman](https://superinvestorclub.com/manager/20) | Tiger Global Management | 1632210 | $1.18B | 4.92% | 2026-06-30 |
| 3 | [Stephen Mandel](https://superinvestorclub.com/manager/61) | Lone Pine Capital | 1207737 | $873.2M | 5.34% | 2026-06-30 |
| 4 | [William Von Mueffling](https://superinvestorclub.com/manager/2284) | Cantillon Capital Management | 1521843 | $520.2M | 3.46% | 2026-03-31 |
| 5 | [John Armitage](https://superinvestorclub.com/manager/66) | Egerton Capital | 521065 | $376.7M | 3.64% | 2026-06-30 |
| 6 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 291426 | $210.7M | 0.86% | 2026-06-30 |
| 7 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 143808 | $104.0M | 2.78% | 2026-06-30 |
| 8 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 102521 | $74.1M | 0.32% | 2026-06-30 |
| 9 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 48044 | $34.7M | 2.82% | 2026-06-30 |
| 10 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 36350 | $26.3M | 0.20% | 2026-06-30 |
| 11 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 11007 | $8.0M | 0.07% | 2026-06-30 |
| 12 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 6609 | $4.8M | 0.20% | 2026-06-30 |
| 13 | [Lee Ainslie](https://superinvestorclub.com/manager/58) | Maverick Capital | 2468 | $1.8M | 0.02% | 2026-06-30 |
| 14 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 1945 | $1.4M | 0.00% | 2026-06-30 |
| 15 | [Glenn Greenberg](https://superinvestorclub.com/manager/36) | Brave Warrior Advisors | 961 | $694,803 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $921,876 aggregate, 06378 shares
- 2023-09-30: 2 holders, $943.7M aggregate, 068098236427 shares
- 2023-12-31: 3 holders, $963.8M aggregate, 0593724572422475 shares
- 2024-03-31: 3 holders, $1.05B aggregate, 046608574178977002 shares
- 2024-06-30: 6 holders, $1.23B aggregate, 0418592489520011685671564458961 shares
- 2024-09-30: 5 holders, $1.13B aggregate, 0411276789520058091774777017 shares
- 2024-12-31: 7 holders, $950.6M aggregate, 04712217895200154618522841654874777032 shares
- 2025-03-31: 9 holders, $1.36B aggregate, 04993172307043089520020500015586152284737770206320 shares
- 2025-06-30: 11 holders, $1.73B aggregate, 0495759329837408952003645171565695107131620165001132762252200 shares
- 2025-09-30: 14 holders, $2.84B aggregate, 05553992334904829512608952004635033992391578407251326250113276217220014731200 shares
- 2025-12-31: 15 holders, $4.17B aggregate, 05984332420129829736611131276895200477577280589154915717983410011327612022001200961 shares
- 2026-03-31: 13 holders, $3.87B aggregate, 0524820216569001521843119710286994355991814896658533363501132766202200961 shares

## Recent congressional trades (50)

- 2026-07-15: John J Mr McGuire (R-VA) purchase $1,001 - $15,000
- 2026-07-13: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2026-07-10: Dan Newhouse (Republican-WA) sale $1,001 - $15,000
- 2026-06-18: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2026-06-18: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2025-12-29: Markwayne Mullin (Republican-OK) purchase $15,001 - $50,000
- 2025-08-27: Michael McCaul (Republican-TX) purchase $100,001 - $250,000
- 2025-08-26: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-08-19: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-08-18: Dan Newhouse (Republican-WA) purchase $1,001 - $15,000
- 2025-08-18: Dan Newhouse (Republican-WA) purchase $1,001 - $15,000
- 2025-08-04: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-07-22: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-07-21: Angus King (Other-ME) purchase $1,001 - $15,000
- 2025-06-23: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "APPLIED MATLS INC (AMAT) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/AMAT), aggregating SEC 13F, Form 4, and congressional disclosures."