Mirova US LLC has opened a new $145.1M position in $AMD, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AMD.
$AMD Hedge Fund Activity
We have seen 2,131 institutional investors add shares of $AMD stock to their portfolio, and 1,633 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 40,309,233 shares (+inf%) to their portfolio in Q2 2026, for an estimated $23,416,036,542
- FMR LLC added 10,269,781 shares (+67.2%) to their portfolio in Q2 2026, for an estimated $5,965,818,480
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,521,182 shares (+41.9%) to their portfolio in Q1 2026, for an estimated $1,691,667,656
- FRANKLIN RESOURCES INC added 4,782,691 shares (+111.0%) to their portfolio in Q2 2026, for an estimated $2,778,313,028
- BLACKROCK, INC. added 4,727,226 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $2,746,092,855
- VIKING GLOBAL INVESTORS LP removed 3,742,191 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $742,918,468
- SG AMERICAS SECURITIES, LLC added 3,244,162 shares (+340.5%) to their portfolio in Q2 2026, for an estimated $1,884,566,147
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AMD Insider Trading Activity
$AMD insiders have traded $AMD stock on the open market 86 times in the past 6 months. Of those trades, 0 have been purchases and 86 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- LISA T SU (Chair, President & CEO) has made 0 purchases and 56 sales selling 335,000 shares for an estimated $130,169,231.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 7 sales selling 82,756 shares for an estimated $27,854,500.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 9 sales selling 19,487 shares for an estimated $8,406,783.
- NORA DENZEL has made 0 purchases and 2 sales selling 10,447 shares for an estimated $5,453,334.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 9 sales selling 19,956 shares for an estimated $4,023,580.
- PAUL DARREN GRASBY (EVP & CSO) sold 7,500 shares for an estimated $1,536,525
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 429 shares for an estimated $124,703.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 11 times in the past 6 months. Of those trades, 8 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $95,000 on 06/05, 05/15, 05/14, 04/14 and 1 sale worth up to $15,000 on 03/13.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 04/27, 04/23 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for $AMD, check out Quiver Quantitative's $AMD forecast page.
$AMD Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 27 analysts offer price targets for $AMD in the last 6 months, with a median target of $490.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $640.0 on 07/06/2026
- Aaron Rakers from Wells Fargo set a target price of $615.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $700.0 on 06/29/2026
- Timothy Arcuri from UBS set a target price of $670.0 on 06/24/2026
- Atif Malik from Citigroup set a target price of $575.0 on 06/12/2026
- Vivek Arya from B of A Securities set a target price of $560.0 on 06/11/2026
- Vijay Rakesh from Mizuho set a target price of $615.0 on 06/01/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AMD ticker page for more data.
