AMATNasdaqSemiconductors & Related DevicesFiscal year ends October 26
APPLIED MATERIALS INC /DE
Financials through Q3 FY2026, quarter ended Jul 26, 2026Last filing: 10-Q on Aug 20, 2026
$413.11+3.82 (+0.93%)
Close on Oct 19, 2026
- Market cap
- $330.49B
- P/E (TTM)
- 35.6
- Dividend yield
- 0.43%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.7%
664M of 794M shares
Institutional holders
3,494
709 new, 117 sold out
Net institutional buying
23M
In Q2 2026
Insider trades, 12 months
0 buys · 44 sales
Net sold $180.24M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 76,811,130 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 59,459,172 | 7.49% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMAT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 80,212,518 | 10.11% | $57.99B | +1,237,685 | 0.86% |
| Vanguard Capital Management LLC | 51,848,358 | 6.53% | $37.49B | +270,559 | 0.80% |
| State Street Corp | 38,240,019 | 4.82% | $27.65B | +733,069 | 0.82% |
| Invesco Ltd. | 28,265,844 | 3.56% | $20.44B | +1,900,254 | 1.62% |
| Capital Research Global Investors | 22,159,097 | 2.79% | $16.02B | −7,296,327 | 2.23% |
| Geode Capital Management, LLC | 22,007,983 | 2.77% | $15.88B | +86,185 | 0.85% |
| Vanguard Portfolio Management LLC | 18,553,307 | 2.34% | $13.41B | +1,291,611 | 0.60% |
| JPMorgan Chase & Co | 13,886,053 | 1.75% | $9.65B | +8,961,198 | 0.53% |
| Morgan Stanley | 13,523,832 | 1.70% | $9.78B | +1,679,951 | 0.52% |
| Price T Rowe Associates Inc /Md/ | 12,627,555 | 1.59% | $9.13M | +6,564,630 | 0.91% |
| Norges Bank | 11,305,788 | 1.42% | $8.17B | New | 0.81% |
| UBS Asset Management Americas Inc | 9,412,435 | 1.19% | $6.81B | −584,773 | 1.24% |
| FMR LLC | 9,274,335 | 1.17% | $6.71B | +2,876,511 | 0.29% |
| Goldman Sachs Group Inc | 8,904,389 | 1.12% | $6.44B | +1,042,661 | 0.56% |
| Northern Trust Corp | 8,867,150 | 1.12% | $6.41B | +78,798 | 0.75% |
| Amundi | 7,808,207 | 0.98% | $5.65B | +1,246,876 | 1.36% |
| Van Eck Associates Corp | 7,713,599 | 0.97% | $5.58B | +1,073,879 | 3.40% |
| Bank Of America Corp /De/ | 7,265,371 | 0.92% | $5.25B | +1,879,768 | 0.34% |
| Bank of New York Mellon Corp | 7,021,201 | 0.88% | $5.08B | −1,578,438 | 0.83% |
| Ameriprise Financial Inc | 6,397,369 | 0.81% | $4.62B | −2,544,655 | 0.93% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,494 | 664M | 83.7% | 709 / 1080 | 1345 / 117 | 73M | 50M |
| Q1 2026 | 2,945 | 643M | 81.1% | 463 / 970 | 1162 / 111 | 124M | 67M |
| Q4 2025 | 2,636 | 665M | 83.7% | 432 / 843 | 1049 / 105 | 97M | 69M |
| Q3 2025 | 2,360 | 638M | 80.4% | 228 / 857 | 920 / 151 | 65M | 59M |
| Q2 2025 | 2,322 | 633M | 79.7% | 323 / 935 | 779 / 133 | 65M | 63M |
| Q1 2025 | 2,164 | 633M | 79.8% | 169 / 899 | 793 / 206 | 45M | 49M |
| Q4 2024 | 2,236 | 647M | 81.5% | 304 / 831 | 811 / 240 | 52M | 65M |
| Q3 2024 | 2,210 | 662M | 83.4% | 154 / 870 | 857 / 195 | 117M | 45M |
| Q2 2024 | 2,281 | 668M | 84.2% | 202 / 878 | 860 / 109 | 41M | 52M |
| Q1 2024 | 2,219 | 682M | 85.9% | 326 / 762 | 843 / 112 | 52M | 58M |
| Q4 2023 | 2,032 | 689M | 86.8% | 298 / 742 | 721 / 85 | 54M | 34M |
| Q3 2023 | 1,850 | 671M | 84.5% | 159 / 698 | 702 / 113 | 40M | 32M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMAT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 25,205,514 | 3.18% | $18.22B | 0.79% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 20,566,194 | 2.59% | $14.87B | 0.89% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 16,853,527 | 2.12% | $12.19B | 2.49% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 10,915,968 | 1.38% | $7.89B | 0.89% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 10,157,266 | 1.28% | $4.57B | 0.55% | May 31, 2026 |
| Vanguard Growth Index Fund | 8,368,888 | 1.05% | $6.05B | 1.60% | Jun 30, 2026 |
| VanEck Semiconductor ETF | 6,128,405 | 0.77% | $4.43B | 5.74% | Jun 30, 2026 |
| Growth Fund of America | 5,925,643 | 0.75% | $2.67B | 0.74% | May 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 5,478,726 | 0.69% | $3.96B | 3.20% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 5,327,892 | 0.67% | $2.40B | 1.40% | May 31, 2026 |
| JPMorgan Large Cap Growth Fund | 4,386,509 | 0.55% | $3.17B | 2.60% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 4,308,260 | 0.54% | $3.11B | 0.89% | Jun 30, 2026 |
| iShares Semiconductor ETF | 3,818,858 | 0.48% | $2.76B | 5.77% | Jun 30, 2026 |
| Investment Co of America | 3,671,211 | 0.46% | $2.65B | 1.44% | Jun 30, 2026 |
| Invesco NASDAQ 100 ETF | 3,373,081 | 0.43% | $1.52B | 1.56% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gary E. Dickerson | President and CEO, Director | 1,599,843 | 0.20% | Jul 1, 2026 |
| Brice Hill | SVP, CFO | 128,613 | 0.02% | Aug 27, 2026 |
| Adam Sanders | Corp. Controller & CAO | 4,155 | 0.00% | Jul 6, 2026 |
| Prabu G. Raja | President, Semi. Products Grp. | 447,305 | 0.06% | Jun 22, 2026 |
| Omkaram Nalamasu | Senior Vice President, CTO | 160,470 | 0.02% | Jun 17, 2026 |
| Timothy M. Deane | SVP, Applied Global Services | 133,086 | 0.02% | Jun 17, 2026 |
| Teri A. Little | SVP, CLO | 91,949 | 0.01% | Dec 23, 2025 |
| Judy Bruner | Director | 26,285 | 0.00% | Sep 10, 2026 |
| Akash J. Palkhiwala | Director | 279 | 0.00% | Aug 31, 2026 |
| Thomas J. Iannotti | Director | 41,309 | 0.01% | Jun 17, 2026 |
| Geus Aart De | Director | 93,928 | 0.01% | May 22, 2026 |
| James Robert Anderson | Director | 1,547 | 0.00% | Mar 13, 2026 |
| Kevin P. March | Director | 6,680 | 0.00% | Mar 13, 2026 |
| Xun Chen | Director | 45,970 | 0.01% | Mar 13, 2026 |
| Scott A. McGregor | Director | 24,577 | 0.00% | Mar 13, 2026 |
| Alexander Karsner | Director | 16,849 | 0.00% | Mar 13, 2026 |
| Rani Borkar | Director | 9,940 | 0.00% | Mar 13, 2026 |
| Yvonne McGill | Director | 16,581 | 0.00% | Mar 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Judy Bruner Director | Sep 8, 2026 | Sale | −1,000 | $465.00 | $465.00K | 25,544 |
| Akash J. Palkhiwala Director | Aug 27, 2026 | Award | +279 | – | – | 279 |
| Brice Hill SVP, CFO | Aug 25, 2026 | Sale | −7,500 | $479.25 | $3.59M | 128,613 |
| Adam Sanders Corp. Controller & CAO | Jul 1, 2026 | Tax withholding | −125 | $650.91 | $81.36K | 4,155 |
| Gary E. Dickerson President and CEO, Director | Jun 30, 2026 | Sale | −30 | $736.05 | $22.08K | 1,599,843 |
| Gary E. Dickerson President and CEO, Director | Jun 30, 2026 | Sale | −19,970 | $735.22 | $14.68M | 1,599,873 |
| Gary E. Dickerson President and CEO, Director | Jun 29, 2026 | Sale | −7,989 | $701.33 | $5.60M | 1,619,843 |
| Gary E. Dickerson President and CEO, Director | Jun 29, 2026 | Sale | −50,332 | $700.21 | $35.24M | 1,627,832 |
| Prabu G. Raja President, Semi. Products Grp. | Jun 18, 2026 | Sale | −10,000 | $633.53 | $6.34M | 346,642 |
| Thomas J. Iannotti Director | Jun 16, 2026 | Gift | −750 | – | – | 39,809 |
| Thomas J. Iannotti Director | Jun 16, 2026 | Sale | −9,250 | $599.77 | $5.55M | 40,559 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −10,411 | $592.18 | $6.17M | 1,731,539 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −9,186 | $591.40 | $5.43M | 1,741,950 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −15,755 | $590.52 | $9.30M | 1,751,136 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −4,682 | $593.51 | $2.78M | 1,726,857 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −5,933 | $595.59 | $3.53M | 1,716,389 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −4,535 | $594.74 | $2.70M | 1,722,322 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Gift | −17,000 | – | – | 1,678,164 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −837 | $599.35 | $501.66K | 1,695,164 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −2,426 | $598.56 | $1.45M | 1,696,001 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −4,457 | $597.45 | $2.66M | 1,698,427 |
| Gary E. Dickerson President and CEO, Director | Jun 16, 2026 | Sale | −13,505 | $596.82 | $8.06M | 1,702,884 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −2,412 | $592.40 | $1.43M | 160,470 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −3,515 | $590.48 | $2.08M | 167,664 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −4,782 | $591.53 | $2.83M | 162,882 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −4,726 | $593.58 | $2.81M | 155,744 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −1,125 | $594.85 | $669.21K | 154,619 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −4,028 | $595.50 | $2.40M | 150,591 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 16, 2026 | Sale | −3,675 | $596.52 | $2.19M | 146,916 |
| Gary E. Dickerson President and CEO, Director | Jun 15, 2026 | Sale | −11,273 | $590.03 | $6.65M | 1,766,891 |
| Timothy M. Deane SVP, Applied Global Services | Jun 15, 2026 | Gift | −1,545 | – | – | 133,086 |
| Timothy M. Deane SVP, Applied Global Services | Jun 15, 2026 | Sale | −8,621 | $590.76 | $5.09M | 134,631 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 15, 2026 | Sale | −6,938 | $590.20 | $4.09M | 174,978 |
| Omkaram Nalamasu Senior Vice President, CTO | Jun 15, 2026 | Sale | −3,799 | $595.14 | $2.26M | 171,179 |
| Prabu G. Raja President, Semi. Products Grp. | Jun 4, 2026 | Sale | −7,805 | $506.46 | $3.95M | 358,445 |
| Prabu G. Raja President, Semi. Products Grp. | Jun 4, 2026 | Sale | −25,309 | $504.66 | $12.77M | 381,333 |
| Prabu G. Raja President, Semi. Products Grp. | Jun 4, 2026 | Sale | −15,083 | $505.51 | $7.62M | 366,250 |
| Prabu G. Raja President, Semi. Products Grp. | Jun 4, 2026 | Sale | −1,803 | $507.06 | $914.23K | 356,642 |
| Brice Hill SVP, CFO | Jun 3, 2026 | Sale | −2,500 | $498.86 | $1.25M | 136,113 |
| Judy Bruner Director | May 26, 2026 | Sale | −1,128 | $450.00 | $507.60K | 26,544 |
| Adam Sanders Corp. Controller & CAO | May 22, 2026 | Sale | −268 | $434.22 | $116.37K | 4,280 |
| Geus Aart De Director | May 21, 2026 | Gift | −17,855 | – | – | 93,928 |
| Adam Sanders Corp. Controller & CAO | Apr 1, 2026 | Tax withholding | −125 | $353.80 | $44.23K | 4,548 |
| Rani Borkar Director | Mar 12, 2026 | Award | +741 | – | – | 741 |
| Judy Bruner Director | Mar 12, 2026 | Award | +741 | – | – | 741 |
| Kevin P. March Director | Mar 12, 2026 | Award | +741 | – | – | 2,324 |
| James Robert Anderson Director | Mar 12, 2026 | Award | +741 | – | – | 1,547 |
| Xun Chen Director | Mar 12, 2026 | Award | +741 | – | – | 45,970 |
| Geus Aart De Director | Mar 12, 2026 | Award | +741 | – | – | 111,783 |
| Thomas J. Iannotti Director | Mar 12, 2026 | Award | +741 | – | – | 51,309 |
| Alexander Karsner Director | Mar 12, 2026 | Award | +741 | – | – | 16,849 |
| Scott A. McGregor Director | Mar 12, 2026 | Award | +741 | – | – | 24,577 |
| Judy Bruner Director | Feb 25, 2026 | Sale | −2,500 | $391.71 | $979.28K | 26,089 |
| Adam Sanders Corp. Controller & CAO | Feb 24, 2026 | Sale | −534 | $379.16 | $202.47K | 4,625 |
| Judy Bruner Director | Feb 23, 2026 | Sale | −2,458 | $376.49 | $925.41K | 30,100 |
| Judy Bruner Director | Feb 23, 2026 | Sale | −1,511 | $377.89 | $570.99K | 28,589 |
| Brice Hill SVP, CFO | Feb 17, 2026 | Sale | −5,000 | $361.21 | $1.81M | 138,565 |
| Adam Sanders Corp. Controller & CAO | Jan 1, 2026 | Tax withholding | −324 | $256.99 | $83.26K | 5,159 |
| Timothy M. Deane SVP, Applied Global Services | Jan 1, 2026 | Tax withholding | −1,891 | $256.99 | $485.97K | 143,204 |
| Xun Chen Director | Dec 31, 2025 | Award | +187 | – | – | 45,229 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Judy Bruner Director | Sep 8, 2026 | 1,000 | $465.00K | Sep 8, 2026 | Stock Award |
| Hill Brice Officer | Aug 25, 2026 | 10,000 | $3.59M | Aug 25, 2026 | RSU |
| Dickerson Gary Officer | Jun 29, 2026 | 100,000 | $70.00M | Jun 29, 2026 | RSU / PSU |
| Thomas J. Iannotti Director/Board Chair | Jun 16, 2026 | 9,250 | $5.55M | Jun 16, 2026 | equity comp |
| Deane Timothy Officer | Jun 15, 2026 | 8,621 | $5.09M | Jun 15, 2026 | RSU |
| Dickerson Gary Officer | Jun 15, 2026 | 100,000 | $59.00M | Jun 15, 2026 | RSU/PSU/ESPP |
| Nalamasu Omkaram Officer | Jun 15, 2026 | 35,000 | $20.65M | Jun 15, 2026 | PSU/RSU/ESPP |
| Raja Family 2022 Trust DTD 05/27/2022 The Officer | Jun 4, 2026 | 60,000 | $30.24M | Jun 4, 2026 | RSU |
| Hill Brice Officer | Jun 3, 2026 | 2,500 | $1.25M | Jun 3, 2026 | RSU |
| Judy Bruner Director | May 26, 2026 | 1,128 | $510.98K | May 26, 2026 | Stock Award |
| Judy Bruner Director | Feb 25, 2026 | 2,500 | $979.27K | Feb 25, 2026 | Stock Award |
| Judy Bruner Director | Feb 23, 2026 | 3,969 | $1.50M | Feb 23, 2026 | Stock Award |
| Hill Brice Officer | Feb 17, 2026 | 5,000 | $1.79M | Feb 17, 2026 | RSU, ESPP, PRSU |
| Little Teri Officer | Nov 19, 2025 | 9,000 | $2.11M | Nov 19, 2025 | PSU/RSU/ESPP |
| Omkaram Nalamasu Officer | Sep 30, 2025 | 21,554 | $4.42M | Sep 30, 2025 | Stock Award |