APPLIED MATLS INC (AMAT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
152
Reporting holders
$656.8M
Reported value
0.1%
Calls
0.1%
Puts
-3,377
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | $105.2M | 205,787 | 3.35% | 27q | -3.7%-$4.1M |
| AVITY INVESTMENT MANAGEMENT INC. | $67.6M | 132,143 | 4.23% | 16q | +0.8%+$550.2K |
| Artemis Investment Management LLP | $60.9M | 119,052 | 0.53% | 4q | -18.8%-$14.1M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $44.4M | 86,800 | 1.02% | 17q | +10.2%+$4.1M |
| EASTERN BANK | $37.6M | 73,559 | 0.57% | 32q | -4.4%-$1.7M |
| AMERICAN NATIONAL BANK & TRUST | $21.0M | 40,990 | 1.92% | 28q | -4.8%-$1.1M |
| Farther Finance Advisors, LLC | $19.2M | 37,614 | 0.14% | 16q | +16.2%+$2.7M |
| BURR FINANCIAL SERVICES, LLC | $18.1M | 35,349 | 11.05% | 12q | +1.6%+$281.3K |
| HALL LAURIE J TRUSTEE | $17.9M | 35,073 | 5.71% | 30q | +8.5%+$1.4M |
| Pacifica Partners Inc. | $15.9M | 30,060 | 4.79% | 3q | +1.4%+$223.8K |
| FIRST COMMUNITY TRUST NA | $14.6M | 28,572 | 4.87% | 20q | +1.0%+$149.3K |
| GAMMA Investing LLC | $13.3M | 25,923 | 0.45% | 12q | +4.5%+$567.6K |
| CYPRESS ASSET MANAGEMENT INC/TX | $12.2M | 23,950 | 2.42% | 32q | +3.4%+$397.9K |
| BONNESS ENTERPRISES INC | $11.1M | 21,776 | 3.62% | 32q | HELD |
| Red Spruce Capital, LLC | $9.2M | 18,080 | 3.27% | 28q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $8.3M | 16,300 | 0.10% | 32q | +2.6%+$207.6K |
| Bill Few Associates, Inc. | $7.7M | 15,004 | 1.58% | 10q | -21.2%-$2.1M |
| Wedmont Private Capital | $7.5M | 14,642 | 0.18% | 20q | +6.1%+$427.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $7.0M | 13,749 | 1.05% | 19q | +2.0%+$136.5K |
| Green Alpha Advisors, LLC | $6.7M | 13,032 | 4.51% | 24q | -7.2%-$520.1K |
| Greenfield Savings Bank | $5.4M | 10,624 | 2.05% | 18q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $5.3M | 10,403 | 4.14% | 19q | -1.2%-$63.9K |
| Venture Visionary Partners LLC | $5.2M | 10,210 | 0.14% | 22q | -6.2%-$344.7K |
| MassMutual Private Wealth & Trust, FSB | $5.2M | 10,173 | 0.14% | 32q | -5.1%-$281.3K |
| Everhart Financial Group, Inc. | $5.1M | 10,069 | 0.32% | 15q | HELD |
| Atlas Brown,Inc. | $4.2M | 8,129 | 1.10% | 32q | +2.4%+$96.6K |
| Valeo Financial Advisors, LLC | $4.0M | 7,859 | 0.08% | 16q | +11.3%+$406.6K |
| Bangor Savings Bank | $4.0M | 7,759 | 0.30% | 18q | -22.9%-$1.2M |
| HF Advisory Group, LLC | $3.9M | 7,668 | 1.17% | 7q | +24.1%+$762.0K |
| Central Pacific Bank - Trust Division | $3.7M | 7,172 | 0.39% | 3q | +121.9%+$2.0M |
| Bell Asset Management Ltd | $3.5M | 6,928 | 1.28% | 2q | +48.8%+$1.2M |
| Successful Portfolios LLC | $3.3M | 6,136 | 1.53% | 32q | HELD |
| Wisconsin Wealth Advisors, LLC | $3.2M | 6,339 | 2.73% | 8q | -7.4%-$259.3K |
| MOODY NATIONAL BANK TRUST DIVISION | $3.2M | 6,265 | 0.26% | 24q | -3.1%-$101.3K |
| S.E.E.D. Planning Group LLC | $3.2M | 6,173 | 0.77% | 9q | +15.5%+$424.0K |
| Grove Bank & Trust | $3.0M | 5,895 | 0.30% | 26q | -11.6%-$393.8K |
| Wealth Enhancement Trust Services, Inc. | $3.0M | 5,812 | 0.32% | 4q | -59.2%-$4.3M |
| Bank of New Hampshire | $2.8M | 5,428 | 0.60% | 22q | -9.8%-$301.7K |
| Byrne Asset Management LLC | $2.6M | 4,898 | 1.45% | 19q | -14.8%-$449.9K |
| Dorato Capital Management | $2.6M | 4,943 | 1.71% | 4q | -4.5%-$122.4K |
| Cadent Capital Advisors, LLC | $2.4M | 4,785 | 0.52% | 3q | -3.1%-$79.3K |
| Nautilus Advisors LLC | $2.4M | 4,635 | 1.43% | 8q | -6.0%-$150.3K |
| CENTRAL BANK & TRUST CO | $2.4M | 4,599 | 0.34% | 32q | -1.3%-$30.2K |
| Apella Capital, LLC | $2.3M | 4,424 | 0.03% | 6q | +18.2%+$354.1K |
| Lincoln Capital LLC | $2.3M | 4,456 | 0.40% | 26q | HELD |
| Cooper Financial Group | $2.1M | 4,098 | 0.17% | 13q | -0.9%-$18.9K |
| Coastline Trust Co | $1.9M | 3,750 | 0.18% | 24q | -1.1%-$21.5K |
| YHB Investment Advisors, Inc. | $1.9M | 3,717 | 0.12% | 25q | +14.2%+$236.8K |
| Avidian Wealth Enterprises, LLC | $1.9M | 3,695 | 0.05% | 11q | +23.7%+$362.0K |
| Acropolis Investment Management, LLC | $1.8M | 3,483 | 0.07% | 13q | -51.7%-$1.9M |
| Versant Capital Management, Inc | $1.7M | 3,308 | 0.14% | 32q | +2.7%+$44.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.7M | 3,297 | 0.15% | 14q | -3.7%-$65.5K |
| Mirador Capital Partners LP | $1.7M | 3,242 | 0.19% | 15q | +2.7%+$44.0K |
| Sound Income Strategies, LLC | $1.6M | 3,152 | 0.07% | 23q | +34.8%+$414.7K |
| DIVERSIFIED MANAGEMENT INC | $1.5M | 2,912 | 0.26% | 4q | +1.3%+$18.9K |
| Bullock Wealth Management Group | $1.5M | 2,770 | 0.61% | 11q | +0.7%+$10.1K |
| TLWM | $1.4M | 2,695 | 0.22% | 2q | -1.1%-$15.3K |
| CoreCap Advisors, LLC | $1.4M | 2,666 | 0.04% | 9q | -31.1%-$616.4K |
| VALLEY WEALTH MANAGERS, INC. | $1.3M | 2,598 | 0.08% | 24q | +1.8%+$24.0K |
| CenterStar Asset Management, LLC | $1.3M | options only | 0.30% | 2q | OPTIONS |
| Persium Advisors, LLC | $1.2M | 2,416 | 0.65% | 7q | -50.6%-$1.3M |
| DLK Investment Management, LLC | $1.1M | 2,186 | 0.41% | 12q | -4.5%-$53.2K |
| Monument Capital Management | $1.0M | 1,966 | 0.21% | 4q | -83.2%-$5.0M |
| Kaizen Financial Strategies | $1.0M | 1,964 | 0.40% | 23q | -4.7%-$49.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $960.5K | 1,877 | 0.69% | 4q | +112.8%+$509.2K |
| Heartwood Wealth Advisors LLC | $957.3K | 1,872 | 0.08% | 14q | +5.9%+$53.2K |
| Sunburst Financial Group, LLC | $917.0K | 1,793 | 0.15% | 15q | +13.4%+$108.4K |
| Ridgewood Investments LLC | $915.9K | 1,791 | 0.34% | 9q | HELD |
| Douglas Lane & Associates, LLC | $891.8K | 1,744 | 0.01% | 4q | -4.2%-$38.9K |
| First Heartland Consultants, Inc. | $861.1K | 1,684 | 0.06% | 25q | -8.9%-$84.4K |
| Whalen Wealth Management Inc. | $854.5K | 1,671 | 0.36% | 3q | +0.8%+$7.2K |
| CHAPIN DAVIS, INC. | $800.3K | 1,565 | 0.15% | 15q | HELD |
| Breakwater Capital Group | $782.9K | 1,531 | 0.09% | 12q | -2.0%-$16.4K |
| Capital Advisors Wealth Management, LLC | $760.0K | 1,486 | 0.09% | 8q | HELD |
| Prota Financial, LLC | $746.3K | 1,410 | 0.48% | 4q | -7.1%-$56.6K |
| Balefire, LLC | $743.0K | 1,453 | 0.12% | 6q | -8.4%-$68.0K |
| Wealth Science Advisors LLC | $722.1K | 1,412 | 0.30% | 4q | -31.1%-$325.7K |
| Worth Asset Management, LLC | $699.5K | 1,368 | 0.20% | 4q | -16.7%-$140.1K |
| Tactive Advisors, LLC | $661.7K | 1,294 | 0.16% | 4q | -32.0%-$311.4K |
| jvl associates llc | $661.2K | 1,293 | 0.19% | 6q | HELD |
| New Covenant Trust Company, N.A. | $658.1K | 1,287 | 0.46% | 5q | +10.1%+$60.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $619.2K | 1,211 | 0.12% | 24q | +65.2%+$244.4K |
| AVAII WEALTH MANAGEMENT, LLC | $550.3K | 1,019 | 0.16% | 6q | -4.8%-$27.5K |
| Graves Light Lenhart Wealth, Inc. | $525.7K | 1,028 | 0.05% | 6q | HELD |
| General Partner, Inc. | $521.6K | 1,020 | 0.28% | 16q | HELD |
| Stonebridge Financial Group, LLC | $521.6K | 1,020 | 0.04% | 3q | +1.7%+$8.7K |
| Veracity Capital LLC | $501.9K | 981 | 0.14% | 6q | +1.8%+$8.7K |
| Bath Savings Trust Co | $500.6K | 979 | 0.05% | 5q | -9.7%-$53.7K |
| Adelphi Trust Co | $498.6K | 975 | 0.33% | 2q | -6.2%-$32.7K |
| Lake Hills Wealth Management, LLC | $498.1K | 974 | 0.23% | new | NEW |
| Oak Grove Capital LLC | $476.6K | 932 | 0.02% | new | NEW |
| PARK NATIONAL CORP /OH/ | $471.5K | 922 | 0.01% | 4q | +2.3%+$10.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $463.6K | 906 | 0.03% | 3q | -16.1%-$89.0K |
| CapWealth Advisors, LLC | $452.1K | 884 | 0.03% | 5q | +0.6%+$2.6K |
| Ballew Advisors, Inc | $450.2K | 834 | 0.22% | 4q | HELD |
| ROCKLAND TRUST CO | $428.0K | 837 | 0.02% | 4q | +0.8%+$3.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $424.4K | 830 | 0.27% | 4q | HELD |
| Aletheian Wealth Advisors LLC | $414.7K | 811 | 0.17% | 3q | -1.2%-$5.1K |
| RIVERSEDGE ADVISORS, LLC | $411.7K | 805 | 0.05% | 2q | +11.3%+$41.9K |
| Paragon Capital Management Ltd | $409.3K | 800 | 0.08% | 5q | HELD |
Showing the largest 100 of 161 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-27 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-16 | DICKERSON GARY E | President and CEO | Sold | 71,727 | $42.6M ×10 |
| 2026-06-29 | DICKERSON GARY E | President and CEO | Sold | 58,321 | $40.8M ×2 |
| 2026-06-04 | Raja Prabu G. | President, Semi. Products Grp. | Sold | 50,000 | $25.3M ×4 |
| 2026-06-30 | DICKERSON GARY E | President and CEO | Sold | 20,000 | $14.7M ×2 |
| 2026-06-16 | Nalamasu Omkaram | Senior Vice President, CTO | Sold | 24,263 | $14.4M ×7 |
| 2026-06-15 | DICKERSON GARY E | President and CEO | Sold | 11,273 | $6.7M |
| 2026-06-15 | Nalamasu Omkaram | Senior Vice President, CTO | Sold | 10,737 | $6.4M ×2 |
| 2026-06-18 | Raja Prabu G. | President, Semi. Products Grp. | Sold | 10,000 | $6.3M |
| 2026-06-16 | Iannotti Thomas J | Director | Sold | 9,250 | $5.5M |
| 2026-06-15 | Deane Timothy M | SVP, Applied Global Services | Sold | 8,621 | $5.1M |
| 2026-06-03 | Hill Brice | SVP, CFO | Sold | 2,500 | $1.2M |
| 2026-05-26 | BRUNER JUDY | Director | Sold | 1,128 | $507.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 152 | $656.8M | 1,279,685 | 5 | 56 | 58 | 0.2% |
| Q2 2026 | 3,529 | $548.2B | 716,770,244 | 678 | 1,010 | 1,253 | 6.2% |
| Q1 2026 | 2,954 | $233.6B | 656,321,736 | 416 | 886 | 1,098 | 4.3% |
| Q4 2025 | 2,652 | $180.7B | 665,417,839 | 264 | 746 | 962 | 5.0% |
| Q3 2025 | 2,379 | $139.9B | 638,529,274 | 213 | 766 | 847 | 6.6% |
| Q2 2025 | 2,338 | $121.0B | 631,080,110 | 296 | 867 | 709 | 4.4% |
| Q1 2025 | 2,175 | $95.6B | 632,110,211 | 139 | 832 | 731 | 4.1% |
| Q4 2024 | 2,248 | $109.6B | 645,618,605 | 148 | 743 | 740 | 4.0% |
| Q3 2024 | 2,228 | $138.4B | 659,845,587 | 126 | 779 | 778 | 3.7% |
| Q2 2024 | 2,304 | $162.4B | 667,421,472 | 174 | 779 | 791 | 3.0% |
| Q1 2024 | 2,238 | $145.3B | 680,341,813 | 292 | 686 | 780 | 3.6% |
| Q4 2023 | 2,048 | $116.4B | 687,560,986 | 179 | 648 | 659 | 4.3% |
| Q3 2023 | 1,868 | $96.7B | 670,763,604 | 134 | 618 | 634 | 3.9% |
| Q2 2023 | 1,844 | $100.1B | 667,937,542 | 163 | 591 | 642 | 3.7% |
| Q1 2023 | 1,772 | $87.6B | 686,952,138 | 202 | 593 | 577 | 4.0% |
| Q4 2022 | 1,685 | $68.6B | 669,811,443 | 157 | 523 | 591 | 4.7% |
| Q3 2022 | 1,557 | $56.7B | 665,891,156 | 71 | 569 | 545 | 3.8% |
| Q2 2022 | 1,636 | $62.4B | 663,266,401 | 91 | 614 | 569 | 3.3% |
| Q1 2022 | 1,783 | $93.2B | 682,623,704 | 119 | 662 | 639 | 3.5% |
| Q4 2021 | 1,848 | $116.9B | 703,497,160 | 172 | 590 | 547 | 5.3% |
| Q3 2021 | 1,637 | $94.9B | 698,182,268 | 109 | 593 | 526 | 5.3% |
| Q2 2021 | 1,654 | $106.7B | 710,642,586 | 157 | 552 | 572 | 5.2% |
| Q1 2021 | 1,600 | $102.4B | 734,795,180 | 293 | 478 | 539 | 4.2% |
| Q4 2020 | 1,388 | $68.3B | 740,295,411 | 179 | 401 | 444 | 4.6% |
| Q3 2020 | 1,202 | $46.1B | 739,666,645 | 119 | 392 | 389 | 4.6% |
| Q2 2020 | 1,185 | $46.2B | 742,073,791 | 166 | 371 | 421 | 2.9% |
| Q1 2020 | 1,134 | $35.2B | 744,263,190 | 108 | 357 | 443 | 3.0% |
| Q4 2019 | 1,207 | $48.6B | 759,218,433 | 157 | 337 | 414 | 4.7% |
| Q3 2019 | 1,056 | $39.0B | 747,254,040 | 117 | 307 | 385 | 4.4% |
| Q2 2019 | 1,023 | $37.1B | 756,532,344 | 97 | 289 | 387 | 8.3% |
| Q1 2019 | 1,024 | $31.0B | 741,252,644 | 114 | 333 | 358 | 5.1% |
| Q4 2018 | 975 | $26.6B | 772,757,296 | 12 | 15 | 18 | 5.0% |