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 (Q1 2026), investors with some of the largest reported share count changes include Cantillon Capital Management, Matrix Advisors Value Fund, Cullen Value Fund, Sequoia Financial Advisors, and Lountzis Asset Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

Explore more:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2020Cantillon Capital ManagementSell-43,4883,925,384$233,364
Q2 2020Sound Shore ManagementSell-17,4011,252,387$75,707
Q2 2020Parnassus Endeavor FundBuy3,076,39716,770,298$1,013,765
Q2 2020Mairs & Power Growth FundSell-2,0355,677$343
Q2 2020Cantillon Capital ManagementBuy1,529,6353,968,872$239,919
Q1 2020Sound Shore ManagementSell-587,6471,269,788$58,182
Q1 2020Parnassus Endeavor FundBuy8,393,90113,693,901$627,455
Q1 2020Mairs & Power Growth FundSell-9257,712$353
Q1 2020Renaissance Technologies LLCBuy211,9791,384,948$63,458
Q1 2020Cantillon Capital ManagementBuy2,439,2372,439,237$111,766
Q4 2019Sound Shore ManagementSell-1,737,1071,857,435$113,378
Q4 2019Mairs & Power Growth FundBuy4,6008,637$527
Q4 2019Parnassus Endeavor FundSell-700,0005,300,000$323,512
Q4 2019Renaissance Technologies LLCBuy1,142,5211,172,969$71,598
Q3 2019Sound Shore ManagementSell-162,9333,594,542$179,368
Q3 2019Mairs & Power Growth FundSell-3,4404,037$201
Q3 2019Parnassus Endeavor FundSell-700,0006,000,000$299,400
Q2 2019Sound Shore ManagementBuy111,8113,757,475$168,748
Q2 2019Mairs & Power Growth FundSell-8757,477$336
Q1 2019Sound Shore ManagementSell-101,2863,645,664$144,587
Q1 2019Mairs & Power Growth FundSell-8508,352$331
Q1 2019Renaissance Technologies LLCSell-1,411,30030,448$1,208
Q4 2018Sound Shore ManagementBuy414,1973,746,950$122,675
Q4 2018Parnassus Endeavor FundBuy3,900,0006,700,000$219,358
Q4 2018Renaissance Technologies LLCSell-1,545,9641,441,748$47,203
Q3 2018Sound Shore ManagementBuy549,4063,332,753$128,811
Q3 2018Mairs & Power Growth FundSell-8759,202$356
Q3 2018Parnassus Endeavor FundBuy2,500,0002,800,000$108,220
Q3 2018Sequoia Financial AdvisorsBuy1,2067,149$276
Q3 2018Renaissance Technologies LLCBuy2,545,9642,987,712$115,475

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.