BNP Paribas Cuts Stock Position in Applied Materials, Inc.

Institutional investor reduces stake in semiconductor equipment manufacturer

Mar. 15, 2026 at 9:08am

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BNP Paribas, a major global financial institution, has reduced its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 8.4% in the third quarter, according to a recent 13F filing with the U.S. Securities and Exchange Commission (SEC). The firm now owns 197,228 shares of the manufacturing equipment provider's stock, valued at $40,185,000 as of the filing.

Why it matters

Applied Materials is a leading supplier of semiconductor manufacturing equipment, and changes in institutional ownership can signal shifts in market sentiment around the company and the broader semiconductor industry. BNP Paribas' reduced position may reflect broader concerns about the macroeconomic environment or changing investment strategies, which could impact Applied Materials' business outlook.

The details

According to the 13F filing, BNP Paribas sold 18,138 shares of Applied Materials during the third quarter, reducing its total position by 8.4%. Applied Materials accounts for 1.2% of BNP Paribas' investment portfolio, making it the firm's 20th largest holding.

  • BNP Paribas filed the 13F report disclosing the reduced position in Applied Materials in the third quarter of the year.

The players

BNP Paribas

A major global financial institution and one of the world's largest banks, headquartered in Paris, France.

Applied Materials, Inc.

An American company that provides equipment, services, and software used to manufacture semiconductor chips, flat panel displays, and other advanced materials.

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The takeaway

The reduction in BNP Paribas' stake in Applied Materials reflects broader shifts in institutional investment strategies and market sentiment around the semiconductor industry. While the filing does not provide insight into the specific reasons behind the move, it highlights the importance of monitoring changes in ownership among major investors when assessing the outlook for companies like Applied Materials.