Applied Materials Shares Surge After Capital Research Global Investors Boosts Stake

The semiconductor equipment manufacturer saw a 225% increase in shares held by the institutional investor.

Published on Mar. 10, 2026

Capital Research Global Investors, a major institutional investor, significantly increased its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 225.4% in the third quarter, according to a recent SEC filing. The investor now owns 14,877,672 shares of the manufacturing equipment provider, representing about 1.87% of the company's outstanding stock.

Why it matters

Applied Materials is a key supplier of equipment and software used in the production of semiconductors, display panels, and other advanced materials. The substantial increase in ownership by a major institutional investor like Capital Research Global Investors signals strong confidence in the company's long-term growth prospects within the semiconductor industry.

The details

According to the SEC filing, Capital Research Global Investors purchased an additional 10,305,182 shares of Applied Materials during the third quarter, bringing its total stake to 14,877,672 shares. This represents a 225.4% increase in the institutional investor's position. Applied Materials is a leading provider of semiconductor fabrication equipment and related software and services.

  • Capital Research Global Investors filed the SEC disclosure on March 10, 2026, detailing its increased stake in Applied Materials during the third quarter of 2025.

The players

Capital Research Global Investors

A major institutional investment management firm that manages a variety of mutual funds and other investment products.

Applied Materials, Inc.

A leading global provider of semiconductor fabrication equipment, services, and software, headquartered in Santa Clara, California.

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The takeaway

The significant increase in ownership by a prominent institutional investor like Capital Research Global Investors underscores the market's confidence in Applied Materials' ability to capitalize on growth opportunities in the semiconductor industry. This development highlights the company's strong positioning as a key supplier of critical equipment and technology to semiconductor manufacturers.