Applied Materials, Inc.
PE ˙ BVL ˙ US0382221051
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:AMAT / Applied Materials, Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership1,505,425 shares
Latest Disclosed Value $ 514,539,131
First Manhattan Co reports 20.16% decrease in ownership of AMAT / Applied Materials, Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 1,505,425 shares of Applied Materials, Inc. (PE:AMAT) valued at $514,539,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,885,459 shares of Applied Materials, Inc.. This represents a change in shares of -20.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLIED MATLS COM 038222105 1,505,425 -380,034 -20.16 514,539 6.19 1.4268
2026-02-17 2025-12-31 13F APPLIED MATLS COM 038222105 1,885,459 -143,876 -7.09 484,544 16.62 1.2722
2025-11-14 2025-09-30 13F APPLIED MATLS COM 038222105 2,029,335 -779,120 -27.74 415,498 -19.19 1.0974
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 2,808,455 -280,169 -9.07 514,144 14.71 1.4517
2025-05-15 2025-03-31 13F APPLIED MATLS COM 038222105 3,088,624 224,743 7.85 448,221 -4.11 1.3076
2025-02-14 2024-12-31 13F APPLIED MATLS COM 038222105 2,863,881 252,173 9.66 467,429 -11.42 1.3710
2024-11-14 2024-09-30 13F APPLIED MATLS COM 038222105 2,611,708 856,154 48.77 527,696 27.37 1.5645
2024-08-15 2024-06-30 13F/A-1 APPLIED MATLS COM 038222105 1,755,554 471,984 36.77 414,293 56.51 1.3284
2024-08-14 2024-06-30 13F APPLIED MATLS COM 038222105 1,755,554 471,984 414,293 1.3287
2024-05-15 2024-03-31 13F APPLIED MATLS COM 038222105 1,283,570 1,264,489 6,626.95 264,711 8,452.83 0.8577
2024-02-13 2023-12-31 13F APPLIED MATLS COM 038222105 19,081 286 1.52 3,095 18.95 0.0107
2023-11-14 2023-09-30 13F APPLIED MATLS COM 038222105 18,795 67 0.36 2,602 -3.88 0.0096
2023-08-14 2023-06-30 13F APPLIED MATLS COM 038222105 18,728 -443 -2.31 2,707 15.00 0.0099
2023-05-15 2023-03-31 13F APPLIED MATLS COM 038222105 19,171 -185 -0.96 2,355 24.95 0.0090
2023-02-14 2022-12-31 13F APPLIED MATLS COM 038222105 19,356 371 1.95 1,885 21.16 0.0069
2022-11-14 2022-09-30 13F APPLIED MATLS COM 038222105 18,985 498 2.69 1,555 -7.50 0.0066
2022-08-15 2022-06-30 13F APPLIED MATLS COM 038222105 18,487 0 0.00 1,681 -30.99 0.0068
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 18,487 0 0.00 2,436 -16.26 0.0080
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 18,487 -72 -0.39 2,909 21.77 0.0096
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 18,559 6,975 60.21 2,389 44.88 0.0088
2021-08-16 2021-06-30 13F APPLIED MATLS COM 038222105 11,584 -50 -0.43 1,649 6.11 0.0060
2021-05-14 2021-03-31 13F APPLIED MATLS COM 038222105 11,634 0 0.00 1,554 54.78 0.0067
2021-02-16 2020-12-31 13F APPLIED MATLS COM 038222105 11,634 -4,350 -27.21 1,004 5.68 0.0048
2020-11-12 2020-09-30 13F APPLIED MATERIALS COMMON 038222105 15,984 0 0.00 950 -1.66 0.0049
2020-08-14 2020-06-30 13F APPLIED MATERIALS COMMON 038222105 15,984 -559 -3.38 966 27.44 0.0056
2020-05-06 2020-03-31 13F APPLIED MATERIALS COMMON 038222105 16,543 0 0.00 758 -24.88 0.0049
2020-02-13 2019-12-31 13F APPLIED MATERIALS COMMON 038222105 16,543 -400 -2.36 1,009 19.41 0.0051
2019-11-13 2019-09-30 13F APPLIED MATERIALS COMMON 038222105 16,943 -100 -0.59 845 10.46 0.0047
2019-08-16 2019-06-30 13F APPLIED MATERIALS COMMON 038222105 17,043 0 0.00 765 13.33 0.0042
2019-04-12 2019-03-31 13F APPLIED MATERIALS COMMON 038222105 17,043 159 0.94 675 22.28 0.0039
2019-01-30 2018-12-31 13F APPLIED MATERIALS COMMON 038222105 16,884 -283 -1.65 552 -16.74 0.0034
2018-10-15 2018-09-30 13F APPLIED MATERIALS COMMON 038222105 17,167 1 0.01 663 -16.29 0.0035
2018-08-01 2018-06-30 13F APPLIED MATERIALS COMMON 038222105 17,166 -1 -0.01 792 -16.98 0.0046
2018-04-20 2018-03-31 13F APPLIED MATERIALS COMMON 038222105 17,167 34 0.20 954 9.03 0.0054
2018-01-22 2017-12-31 13F APPLIED MATERIALS COMMON 038222105 17,133 1 0.01 875 -1.91 0.0048
2017-10-25 2017-09-30 13F APPLIED MATERIALS COMMON 038222105 17,132 -401 -2.29 892 23.20 0.0051
2017-08-10 2017-06-30 13F/A-2 APPLIED MATERIALS COMMON 038222105 17,533 0 0.00 724 6.16 0.0042
2017-08-01 2017-06-30 13F/A-1 APPLIED MATERIALS COMMON 038222105 17,533 0 724 0.0042
2017-04-25 2017-03-31 13F/A-1 APPLIED MATERIALS COMMON 038222105 17,533 0 0.00 682 20.71 0.0041
2017-04-24 2017-03-31 13F APPLIED MATERIALS COMMON 038222105 17,533 528
2017-01-25 2016-12-31 13F APPLIED MATERIALS COMMON 038222105 17,533 0 0.00 565 7.01 0.0034
2016-10-20 2016-09-30 13F APPLIED MATERIALS COMMON 038222105 17,533 -100 -0.57 528 25.12 0.0032
2016-07-14 2016-06-30 13F APPLIED MATERIALS COMMON 038222105 17,633 200 1.15 422 14.36 0.0026
2016-04-22 2016-03-31 13F APPLIED MATERIALS COMMON 038222105 17,433 0 0.00 369 13.54 0.0023
2016-01-20 2015-12-31 13F APPLIED MATERIALS COMMON 038222105 17,433 0 0.00 325 26.95 0.0020
2015-10-26 2015-09-30 13F APPLIED MATERIALS COMMON 038222105 17,433 -1,000 -5.43 256 -27.68 0.0016
2015-07-17 2015-06-30 13F APPLIED MATERIALS COMMON 038222105 18,433 283 1.56 354 -13.45 0.0021
2015-04-30 2015-03-31 13F APPLIED MATERIALS COMMON 038222105 18,150 0 0.00 409 -9.51 0.0024
2015-01-20 2014-12-31 13F APPLIED MATERIALS COMMON 038222105 18,150 -200 -1.09 452 14.14 0.0026
2014-10-23 2014-09-30 13F APPLIED MATERIALS COMMON 038222105 18,350 0 0.00 396 -4.12 0.0023
2014-08-14 2014-06-30 13F/A-1 APPLIED MATERIALS COMMON 038222105 18,350 0 0.00 413 10.43 0.0026
2014-05-16 2014-03-31 13F APPLIED MATERIALS COMMON 038222105 18,350 -4,120 -18.34 374 -5.79 0.0025
2014-02-04 2013-12-31 13F APPLIED MATERIALS COMMON 038222105 22,470 -700 -3.02 397 -2.22 0.0026
2013-10-29 2013-09-30 13F APPLIED MATERIALS COMMON 038222105 23,170 0 0.00 406 9.43 0.0028
2013-08-13 2013-06-30 13F APPLIED MATERIALS COMMON 038222105 23,170 23,170 371 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.