Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,906,150,458
+$973,604,472 QoQ
Shares Held
2,636,446
-3.4% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#39
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Boston Partners holds $2,530,530,346 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
2,636,446 | $1,906,150,458 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
1,360,211 | $193,952,485 | |
| 3 | Q |
Qnity Electronics, Inc.
|
807,514 | $131,875,109 | |
| 4 | LRCX |
Lam Research Corp
|
151,632 | $65,706,693 | |
| 5 | ONTO |
Onto Innovation Inc.
|
168,339 | $63,707,893 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
303,929 | $57,579,348 | |
| 7 | KLAC |
Kla Corp
|
181,410 | $54,733,210 | |
| 8 | VECO |
Veeco Instruments Inc
|
460,965 | $34,941,145 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,150,458 | 2,636,446 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $932,545,986 | 2,728,418 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $712,973,267 | 2,774,323 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $656,961,315 | 3,208,759 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $647,428,334 | 3,536,507 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $340,399,711 | 2,345,643 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $296,941,561 | 1,825,872 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $494,139,338 | 2,445,629 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $568,283,505 | 2,408,083 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $499,184,043 | 2,420,521 | Shares | Other | 2024-05-28 | |
| 2023-12-31 | $413,659,687 | 2,552,352 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $378,580,448 | 2,734,420 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $434,209,865 | 3,004,081 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $474,544,612 | 3,863,426 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $375,730,990 | 3,858,400 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $280,983,602 | 3,429,557 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $324,904,224 | 3,571,161 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $366,982,732 | 2,784,391 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $464,051,648 | 2,948,981 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $477,983,627 | 3,713,071 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $633,832,081 | 4,451,068 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $613,328,341 | 4,590,781 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $472,169,390 | 5,471,256 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $341,556,300 | 5,745,270 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $363,932,331 | 6,020,386 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $30,171,186 | 658,472 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||