SEI INVESTMENTS CO

Position in AMAT — Applied Materials Inc /De

CIK 350894 OAKS, PA

Position in AMAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$223,835,194

+$97,793,164 QoQ

Shares Held

654,891

+33.5% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

SEI INVESTMENTS CO holds $1,429,447,997 across 26 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	287,225	$379,375,396
2	LRCX	Lam Research Corp	1,114,239	$238,068,304
3	AMAT	Applied Materials Inc /De This page	654,891	$223,835,194
4	FORM	Formfactor Inc	1,682,322	$163,168,410
5	KLAC	Kla Corp	90,501	$133,254,575
6	TER	Teradyne, Inc	171,309	$50,786,265
7	Q	Qnity Electronics, Inc.	405,958	$46,839,433
8	ENTG	Entegris Inc	295,914	$34,692,957

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,835,194	654,891	+33.5%	Shares	Defined	2026-05-13
2025-12-31	$126,042,030	490,455	+11.4%	Shares	Sole	2026-02-13
2025-09-30	$90,121,224	440,174	+4.1%	Shares	Sole	2025-11-13
2025-06-30	$77,382,589	422,694	+38.1%	Shares	Sole	2025-08-14
2025-03-31	$44,422,102	306,106	+14.3%	Shares	Sole	2025-05-14
2024-12-31	$43,552,964	267,804	-26.2%	Shares	Sole	2025-02-11
2024-09-30	$73,352,635	363,042	-11.6%	Shares	Defined	2024-11-12
2024-06-30	$96,922,271	410,705	+0.5%	Shares	Defined	2024-08-13
2024-03-31	$84,241,447	408,483	+4.5%	Shares	Defined	2024-05-07
2023-12-31	$63,343,761	390,842	+1.6%	Shares	Defined	2024-02-14
2023-09-30	$53,278,328	384,820	+6.0%	Shares	Defined	2023-11-14
2023-06-30	$52,452,698	362,894	+4.5%	Shares	Defined	2023-08-11
2023-03-31	$42,644,486	347,183	+4.6%	Shares	Defined	2023-05-12
2022-12-31	$32,324,218	331,939	+14.3%	Shares	Defined	2023-02-10
2022-09-30	$23,787,473	290,339	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$26,146,832	287,391	+12.8%	Shares	Sole	2022-08-15
2022-03-31	$33,570,250	254,706	-34.4%	Shares	Sole	2022-05-13
2021-12-31	$61,085,735	388,191	+4.8%	Shares	Sole	2022-02-14
2021-09-30	$47,704,891	370,581	-3.7%	Shares	Defined	2021-11-12
2021-06-30	$54,784,126	384,720	-11.7%	Shares	Defined	2021-08-06
2021-03-31	$58,200,301	435,631	-23.7%	Shares	Sole	2021-05-12
2020-12-31	$49,271,345	570,931	+12.9%	Shares	Sole	2021-02-08
2020-09-30	$30,064,994	505,719	+5.2%	Shares	Defined	2020-12-04
2020-06-30	$29,047,191	480,516	-3.9%	Shares	Defined	2020-08-17
2020-03-31	$22,902,072	499,827	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.