Sarasin & Partners LLP has opened a new $219.1M position in $AMAT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AMAT.
$AMAT Hedge Fund Activity
We have seen 1,714 institutional investors add shares of $AMAT stock to their portfolio, and 1,447 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 18,556,231 shares (+191.1%) to their portfolio in Q2 2026, for an estimated $13,416,155,013
- JPMORGAN CHASE & CO added 13,886,053 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,039,616,319
- CAPITAL RESEARCH GLOBAL INVESTORS removed 7,296,327 shares (-24.8%) from their portfolio in Q2 2026, for an estimated $5,275,244,421
- PRICE T ROWE ASSOCIATES INC /MD/ added 6,564,630 shares (+108.3%) to their portfolio in Q2 2026, for an estimated $4,746,227,490
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,969,702 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,593,094,546
- FMR LLC added 2,876,511 shares (+45.0%) to their portfolio in Q2 2026, for an estimated $2,079,717,453
- AMERIPRISE FINANCIAL INC removed 2,544,655 shares (-28.5%) from their portfolio in Q2 2026, for an estimated $1,839,785,565
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.
$AMAT Insider Trading Activity
$AMAT insiders have traded $AMAT stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:
- GARY E DICKERSON (President and CEO) has made 0 purchases and 15 sales selling 161,321 shares for an estimated $104,789,403.
- PRABU G. RAJA (President, Semi. Products Grp.) has made 0 purchases and 5 sales selling 60,000 shares for an estimated $31,599,496.
- OMKARAM NALAMASU (Senior Vice President, CTO) has made 0 purchases and 9 sales selling 35,000 shares for an estimated $20,754,197.
- THOMAS J IANNOTTI sold 9,250 shares for an estimated $5,547,872
- TIMOTHY M DEANE (SVP, Applied Global Services) sold 8,621 shares for an estimated $5,092,984
- BRICE HILL (SVP, CFO) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $4,841,529.
- JUDY BRUNER has made 0 purchases and 2 sales selling 2,128 shares for an estimated $972,600.
- ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 993 shares for an estimated $511,177.
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.
$AMAT Congressional Stock Trading
Members of Congress have traded $AMAT stock 8 times in the past 6 months. Of those trades, 6 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/06 and 1 sale worth up to $15,000 on 09/15.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 07/15.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 4 times. They made 4 purchases worth up to $60,000 on 07/13, 06/18 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
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.
$AMAT Price Targets
Multiple analysts have issued price targets for $AMAT recently. We have seen 23 analysts offer price targets for $AMAT in the last 6 months, with a median target of $590.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $650.0 on 07/09/2026
- Krish Sankar from TD Cowen set a target price of $700.0 on 07/09/2026
- Shane Brett from Morgan Stanley set a target price of $647.0 on 07/06/2026
- Mehdi Hosseini from Susquehanna set a target price of $900.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $850.0 on 06/29/2026
- Steve Barger from Keybanc set a target price of $750.0 on 06/29/2026
- Craig Ellis from B. Riley Securities set a target price of $790.0 on 06/26/2026
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 $AMAT ticker page for more data.
