Applied Materials, Inc. (AMAT)
What changed in recent filings
- Institutions — 2 added · 2 reduced13F · 2026 Q1 · 45-day lag
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Applied Materials, Inc.
How many of the institutions we track reported this stock among their largest positions, quarter by quarter.
2020 Q1: 1 → 2026 Q1: 4 institutions
Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.
Company overview
The world's No. 1 in semiconductor wafer deposition and ion-implant equipment. Its results move in tandem with foundry and memory makers' capital spending.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Applied Materials, Inc. is classified under the Semiconductors sector. See peers below.
ETFs holding Applied Materials, Inc.
Per SEC N-PORT · 2026-03-31 · by weight · factual
AMAT on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — valuation and growth vs the Semiconductors average
Peers · Semiconductors
AMAT FAQ
What is Applied Materials, Inc. (AMAT)?
The world's No. 1 in semiconductor wafer deposition and ion-implant equipment. Its results move in tandem with foundry and memory makers' capital spending.
What sector is Applied Materials, Inc. in?
Applied Materials, Inc. is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
Where can I analyze Applied Materials, Inc. (AMAT) stock?
On Stocklore you can see AMAT's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.