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MANNING & NAPIER ADVISORS LLC

Position in AMAT — Applied Materials Inc /De

CIK 62039 Fairport, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$185,685,198
+$69,600,668 QoQ
Shares Held
256,826
-24.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#228
of 3,488 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MANNING & NAPIER ADVISORS LLC holds $504,761,602 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
256,826 $185,685,198

All Filings in AMAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $185,685,198 256,826
2026-03-31 $116,084,530 339,637
2025-12-31 $95,076,791 369,963
2025-09-30 $30,915 151
2024-12-31 $101,989,338 627,125
2024-09-30 $19,947,790 98,727
2024-06-30 $48,123,552 203,922