MANUFACTURERS LIFE INSURANCE COMPANY, THE
InsurancePosition in AMAT — Applied Materials Inc /De
CIK 928047
TORONTO, A6
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$315,118,075
+$42,420,590 QoQ
Shares Held
921,964
-13.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.31%
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")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE holds $1,181,523,474 across 23 Semiconductor Equipment & Materials names. AMAT ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
921,964 | $315,118,075 | |
| 2 | LRCX |
Lam Research Corp
|
825,610 | $176,399,832 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,168,746 | $134,849,913 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
1,559,155 | $102,467,666 | |
| 5 | VECO |
Veeco Instruments Inc
|
2,471,801 | $83,695,181 | |
| 6 | AMBA |
Ambarella Inc
|
1,586,082 | $81,651,501 | |
| 7 | ASML |
Asml Holding NV
|
46,731 | $61,723,706 | |
| 8 | ENTG |
Entegris Inc
|
408,755 | $47,922,436 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,118,075 | 921,964 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $272,697,485 | 1,061,121 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $243,079,817 | 1,187,261 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $177,880,514 | 971,653 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $164,696,688 | 1,134,900 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $242,671,932 | 1,492,172 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $343,137,878 | 1,698,282 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $246,501,702 | 1,044,543 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $174,358,390 | 845,456 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $129,607,541 | 799,701 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $108,363,430 | 782,690 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $92,584,952 | 640,549 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $77,286,355 | 629,214 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $73,626,193 | 756,071 | Shares | Defined | 2023-08-11 | |
| 2022-09-30 | $51,800,160 | 632,249 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $60,072,183 | 660,279 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $90,512,068 | 686,738 | Shares | Defined | 2023-08-11 | |
| 2021-12-31 | $113,216,742 | 719,476 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $111,369,085 | 865,137 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $126,237,599 | 886,500 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $159,855,203 | 1,196,521 | Shares | Defined | 2021-05-03 | |
| 2020-12-31 | $133,813,067 | 1,550,557 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $101,542,084 | 1,708,025 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $63,191,527 | 1,045,352 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $46,041,630 | 1,004,837 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||