Reported 4,560,642 shares, up 61,332 (1.4%) from the prior quarter.
Reported value 114.4%; share count 1.4% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2026-03-31 | 1537819165 |
| 2026-06-30 | 3297344166 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 4,560,642 | +61,332 (1.4%) | 0.73% | $3,297,344,166 | 2026-08-13 | |
| Q1 2026 | New | 4,499,310 | +4,499,310 (0.0%) | 0.39% | $1,537,819,165 | 2026-05-08 |
Who else reported the position
3652 managers reported * APPLIED MATLS INC for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 80,212,518 | +1,237,685 | 0.86% | $57,993,650,239 | 8 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | 51,848,358 | +270,559 | 0.8% | $37,486,362,834 | 2 qtrs |
| STATE STREET CORPORATION | Added | 38,240,019 | +733,069 | 0.82% | $27,647,533,737 | 43 qtrs |
| Invesco Ltd | Added | 28,265,844 | +1,900,254 | 1.62% | $20,436,205,443 | 53 qtrs |
| Capital Research Global Investors | Reduced | 22,159,097 | -7,296,327 | 2.23% | $16,020,269,437 | 9 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 22,007,983 | +86,185 | 0.85% | $15,881,523,216 | 53 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | 18,553,307 | +1,291,611 | 0.6% | $13,414,040,961 | 2 qtrs |
| MORGAN STANLEY | Added | 13,523,832 | +1,679,951 | 0.52% | $9,777,732,798 | 53 qtrs |
| JPMorgan Chase & Co | Added | 13,886,053 | +8,961,198 | 0.53% | $9,645,810,109 | 53 qtrs |
| PRICE T ROWE ASSOCIATES INC MD | Added | 12,627,555 | +6,564,630 | 0.91% | $9,129,723,000 | 53 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- August 13, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 4,560,642
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.