APPLIED MATERIALS INC (AMAT) Stock Institutional Trading Activity


APPLIED MATERIALS INC (AMAT) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Cantillon Capital Management, Cullen Value Fund, Matrix Advisors Value Fund, Eagle Capital Management, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Eagle Capital ManagementBuy24815,149$1,861
Q1 2023Alapocas Investment PartnersBuy155155$19,039
Q1 2023Renaissance Technologies LLCSell-2,243,017505,148$62,047
Q1 2023Vulcan Value PartnersSell-333,6271,849,486$227,116
Q1 2023Sequoia Financial AdvisorsBuy68614,753$1,812,115
Q1 2023Tiger Global ManagementBuy419,500419,500$51,527,185
Q1 2023Egerton Capital UKBuy252,2852,722,141$334,360,579
Q1 2023Cantillon Capital ManagementSell-57,4913,359,779$412,681,654
Q1 2023Parnassus Endeavor FundSell-1,609,0245,631,723$691,744,536
Q4 2022Lountzis Asset ManagementSell-4,560110,117$12,959
Q4 2022Torray FundSell-8,83276,014$7,402,243
Q4 2022Sound Shore ManagementSell-27,636594,937$57,934,965
Q4 2022Eagle Capital ManagementSell-15,46814,901$1,451
Q4 2022Vulcan Value PartnersSell-1,661,5632,183,113$212,499
Q4 2022Mairs & Power Growth FundSell-4767,675$747,392
Q4 2022Sequoia Financial AdvisorsSell-2,05214,067$1,369,892
Q4 2022Egerton Capital UKSell-3,393,5462,469,856$240,514,577
Q4 2022Cantillon Capital ManagementSell-53,3133,417,270$332,773,752
Q4 2022Parnassus Endeavor FundBuy3,373,0827,240,747$705,103,943
Q3 2022Lountzis Asset ManagementSell-737114,677$9,395
Q3 2022Vulcan Value PartnersSell-235,7043,844,676$314,994
Q3 2022Sound Shore ManagementSell-125,759622,573$51,007
Q3 2022Mairs & Power Growth FundBuy4,5008,151$668
Q3 2022Sequoia Financial AdvisorsBuy58616,119$1,321
Q3 2022Eagle Capital ManagementBuy2630,369$2,488
Q3 2022Renaissance Technologies LLCBuy904,1352,748,165$225,157
Q3 2022Cantillon Capital ManagementSell-31,1753,470,583$284,345
Q3 2022Parnassus Endeavor FundBuy766,1693,867,665$316,878
Q3 2022Egerton Capital UKBuy956,3605,863,402$480,389
Q2 2022Torray FundBuy14,91084,846$7,719

Frequently asked questions about AMAT activity

  • Which institutional owners are buying AMAT?

    Institutional owners buying AMAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AMAT activity?

    "Buy" means an investor increased their reported position in AMAT compared to the prior reporting period. This reflects growing exposure to APPLIED MATERIALS INC (AMAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AMAT increasing?

    Institutional interest in AMAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.