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
Q2 2022Lountzis Asset ManagementBuy4,933115,414$10,500
Q2 2022Sound Shore ManagementSell-58,383748,332$68,083
Q2 2022Mairs & Power Growth FundSell-243,651$332
Q2 2022Sequoia Financial AdvisorsSell-2,15515,533$1,413
Q2 2022Eagle Capital ManagementSell-1030,343$2,761
Q2 2022Renaissance Technologies LLCBuy622,2821,844,030$167,770
Q2 2022TCI Fund ManagementBuy1,897,4881,897,488$172,633
Q2 2022Parnassus Endeavor FundSell-3,964,6833,101,496$282,174
Q2 2022Cantillon Capital ManagementSell-10,0663,501,758$318,590
Q2 2022Vulcan Value PartnersSell-674,6314,080,380$371,233
Q2 2022Egerton Capital UKBuy2,906,0434,907,042$446,443
Q1 2022Lountzis Asset ManagementSell-18110,481$14,561,395
Q1 2022Vulcan Value PartnersSell-327,7574,755,011$626,710
Q1 2022Mairs & Power Growth FundBuy2,0003,675$484
Q1 2022Sequoia Financial AdvisorsBuy2,19417,688$2,331
Q1 2022Eagle Capital ManagementBuy18830,353$4,001
Q1 2022Egerton Capital UKSell-372,6722,000,999$263,732
Q1 2022Cantillon Capital ManagementBuy95,6303,511,824$462,859
Q1 2022Parnassus Endeavor FundBuy76,9097,066,179$931,322
Q4 2021Torray FundBuy69,93669,936$11,005
Q4 2021Lountzis Asset ManagementSell-20110,499$17,388,122
Q4 2021Parnassus Endeavor FundSell-49,7896,989,270$1,099,831
Q4 2021Mairs & Power Growth FundSell-3,8021,675$264
Q4 2021Sequoia Financial AdvisorsBuy12,00515,494$2,438
Q4 2021Eagle Capital ManagementBuy67130,165$4,747
Q4 2021Cantillon Capital ManagementSell-252,7323,416,194$537,572
Q4 2021Vulcan Value PartnersSell-984,3855,082,768$799,825
Q3 2021Lountzis Asset ManagementSell-1,006110,519$14,227,110
Q3 2021Parnassus Endeavor FundBuy335,4647,039,059$906,138
Q3 2021Eagle Capital ManagementBuy1,04129,494$3,797

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.