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Lam Research Corp

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.

Q1 2025 vs. Q4 2024

How the institutions holding Lam Research Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of LRCX: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,695241,801+130
Shares1.04B9.67M1.04B+17.7M (+1.7%)
Value$74.9B$698.7M$75.8B+$1.52B (+2.1%)

24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (270)

Institutions that held Lam Research Corp at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 270 by value.

Institutions new to LRCX in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC8,312,846$604.3M0.19%
Nordea Investment Management AB7,902,385$562.3M0.59%
Schroder Investment Management Group2,187,788$159.1M0.16%
Montrusco Bolton Investments Inc.1,726,228$122.4M1.61%
Clal Insurance Enterprises Holdings Ltd1,530,000$111.6M1.15%
State Board of Administration of Florida Retirement System1,262,600$91.8M0.18%
Marshall Wace, LLP846,462$61.5M0.08%
Kodai Capital Management LP505,987$36.8M1.46%
Teewinot Capital Advisers, L.L.C.496,689$36.1M3.69%
Arizona State Retirement System377,533$27.4M0.17%
Maplelane Capital, LLC371,000$27.0M2.51%
Generate Investment Management Ltd315,485$22.9M1.61%
Virginia Retirement Systems Et Al306,620$22.3M0.17%
Distillate Capital Partners LLC295,137$21.5M1.10%
Summit Partners Public Asset Management, LLC272,000$19.8M0.95%
SummitTX Capital, L.P.256,749$18.7M0.82%
Davidson Kempner Capital Management LP250,000$18.2M0.26%
Comerica Bank248,159$18.0M0.08%
Talos Asset Management LP211,000$15.3M6.50%
Rakuten Investment Management, Inc.208,096$15.1M0.07%
Mutual of America Capital Management LLC183,560$13.3M0.15%
OP Asset Management Ltd174,273$12.7M0.21%
Hudson Bay Capital Management LP173,648$12.6M0.08%
DeepCurrents Investment Group LLC167,361$12.2M0.42%
Louisiana State Employees Retirement System162,800$11.8M0.24%
Nemes Rush Group LLC145,355$10.6M1.34%
Hel Ved Capital Management Ltd133,700$9.72M4.90%
ASR Vermogensbeheer N.V.120,076$8.73M0.13%
YHB Investment Advisors, Inc.113,707$8.27M0.69%
Science & Technology Partners, L.P.96,050$6.98M2.77%
Professional Advisory Services Inc89,989$6.54M0.92%
Kentucky Retirement Systems87,792$6.38M0.19%
Harber Asset Management LLC87,750$6.38M2.27%
Glenview Trust Co87,311$6.35M0.12%
Central Bank & Trust Co84,284$6.13M1.02%
KWMG, LLC83,239$6.05M0.62%
Fulcrum Capital LLC74,088$5.39M1.19%
Institute for Wealth Management, LLC.73,713$5.36M0.69%
Bayesian Capital Management, LP72,348$5.26M0.87%
Jupiter Asset Management Ltd71,491$5.20M0.05%
Securian Asset Management, Inc67,997$4.94M0.15%
Siemens Fonds Invest GmbH60,125$4.37M0.30%
F/M Investments LLC59,809$4.35M0.17%
Investment Management Corp of Ontario57,083$4.15M0.08%
Bowie Capital Management, LLC56,880$4.14M0.21%
Banque Cantonale Vaudoise56,828$4.13M0.18%
Nutshell Asset Management Ltd56,000$4.07M2.12%
Charter Trust Co55,747$4.05M0.27%
Wealthcare Advisory Partners LLC54,652$3.97M0.11%
AG2R la Mondiale Gestion D'Actifs47,972$3.88M0.21%
JB Capital LLC50,345$3.66M0.20%
Valliance Asset Management Ltd50,000$3.63M13.77%
Azzad Asset Management Inc49,527$3.60M0.42%
Katamaran Capital LLP49,136$3.57M4.65%
Unigestion Holding SA48,928$3.56M0.21%
Allstate Corp48,308$3.51M0.10%
Cinctive Capital Management LP47,879$3.48M0.28%
Soros Capital Management LLC47,314$3.44M0.88%
Global X Japan Co., Ltd.43,358$3.15M0.36%
Cetera Trust Company, N.A41,010$2.98M1.90%
Mirabella Financial Services LLP40,827$2.97M0.12%
CIBC Private Wealth Group, LLC44,386$2.67M0.01%
First Financial Bankshares Inc35,749$2.60M0.06%
True North Advisors, LLC34,664$2.52M0.45%
Marshall Financial Group LLC32,252$2.34M0.51%
Rule One Partners, LLC32,000$2.33M1.92%
Secure Asset Management, LLC31,254$2.27M0.46%
Greenup Street Wealth Management LLC30,136$2.19M0.43%
Asio Capital, LLC29,970$2.18M0.42%
Gilliland Jeter Wealth Management LLC26,355$1.92M0.68%
Black Creek Investment Management Inc.25,781$1.87M0.09%
Oak Grove Capital LLC25,700$1.87M0.45%
Ritholtz Wealth Management25,336$1.84M0.06%
Keystone Investors Pte Ltd24,718$1.80M0.25%
Webster Bank, N. A.24,686$1.79M0.20%
180 Wealth Advisors, LLC24,527$1.78M0.28%
Invera Wealth Advisors, LLC23,367$1.70M1.10%
Buckhead Capital Management LLC21,823$1.59M0.51%
Cypress Capital, LLC21,562$1.57M0.45%
Value Aligned Research Advisors, LLC21,514$1.56M0.13%
Accent Capital Management, LLC21,201$1.55M0.90%
CenterStar Asset Management, LLC20,917$1.52M2.19%
Trust Co of Toledo NA20,740$1.51M0.20%
WCG Wealth Advisors LLC20,498$1.49M0.11%
Platform Technology Partners20,179$1.47M0.43%
Regions Financial Corp19,908$1.45M0.01%
Trustmark National Bank Trust Department19,766$1.44M0.11%
Johnson Investment Counsel Inc19,454$1.41M0.01%
Mach-1 Financial Group, Inc.19,186$1.39M0.42%
Pinpoint Asset Management Ltd18,084$1.31M0.23%
Highview Capital Management LLC16,831$1.22M0.51%
Glen Eagle Advisors, LLC15,868$1.15M0.19%
Prudent Man Advisors, LLC14,759$1.07M0.39%
Harel Insurance Investments & Financial Services Ltd.14,610$1.06M0.01%
JT Stratford LLC14,560$1.06M0.19%
Dynamic Technology Lab Private Ltd14,394$1.05M0.15%
Access Financial Services, Inc.13,637$991.4K0.40%
New Age Alpha Advisors, LLC13,253$963.5K0.04%
KCM Investment Advisors LLC13,059$949.4K0.03%
Advisor Resource Council13,366$940.3K0.08%

Sold out (140)

Institutions that held Lam Research Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 140 by value.

Institutions that sold out of LRCX in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Cincinnati Insurance Co2,492,110$180.0M
DekaBank Deutsche Girozentrale61,804$54.4M
Weiss Asset Management LP510,150$36.8M
Arrowstreet Capital, Limited Partnership236,860$17.1M
Walleye Trading LLC166,048$12.0M
Parkwood LLC140,490$10.1M
Synergy Financial Management, LLC22,394$9.40M
Railway Pension Investments Ltd122,300$8.83M
Capital International Investors120,040$8.67M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)113,000$8.16M
Aquatic Capital Management LLC107,473$7.76M
Nuance Investments, LLC103,190$7.45M
Atreides Management, LP89,680$6.48M
Renaissance Technologies LLC88,260$6.38M
Pamalican Asset Management Ltd56,000$4.04M
Lecap Asset Management Ltd50,124$3.62M
4D Advisors, LLC50,000$3.61M
Royal Fund Management, LLC49,866$3.60M
Mizuho Markets Americas LLC43,000$3.11M
Quantessence Capital LLC41,953$3.03M
Y-Intercept (Hong Kong) Ltd41,892$3.03M
Sone Capital Management, LLC41,785$3.02M
Malaga Cove Capital, LLC41,100$2.97M
Essential Planning, LLC.38,540$2.92M
Octahedron Capital Management L.P.39,750$2.87M
Navellier & Associates Inc34,600$2.50M
Resolute Capital Asset Partners LLC30,000$2.17M
Artemis Wealth Advisors, LLC30,000$2.17M
Capital Group Private Client Services, Inc.28,878$2.09M
Cincinnati Specialty Underwriters Insurance CO27,830$2.01M
Twin Capital Management Inc27,301$1.97M
Stoneridge Investment Partners LLC26,474$1.91M
Quantitative Investment Management, LLC25,609$1.85M
Boston Private Wealth LLC25,436$1.84M
Sherbrooke Park Advisers LLC24,698$1.78M
Canada Post Corp Registered Pension Plan21,890$1.58M
Semanteon Capital Management, LP19,430$1.40M
Polianta Ltd18,100$1.31M
HGK Asset Management Inc18,050$1.30M
L2 Asset Management, LLC17,935$1.30M
Ontario Teachers Pension Plan Board15,549$1.12M
Inceptionr LLC14,959$1.08M
KRS Capital Management, LLC14,460$1.04M
Summit Global Investments14,176$1.02M
Madison Park Capital Advisors, LLC13,500$975.1K
Maxi Investments CY Ltd13,074$949.0K
Alpha DNA Investment Management LLC13,057$943.1K
Petrus Trust Company, LTA10,103$729.7K
Alberta Investment Management Corp10,000$722.3K
Old National Bancorp8,840$638.5K
Maven Securities LTD8,662$625.7K
BlueSpruce Investments, LP8,470$611.8K
Western Financial Corp8,046$581.2K
Stevens Capital Management LP7,773$561.0K
Main Management ETF Advisors, LLC7,120$514.0K
Waldron Private Wealth LLC7,068$510.5K
Bryce Point Capital, LLC7,005$506.0K
Unique Wealth Strategies, LLC6,871$496.3K
Oxford Asset Management LLP6,263$452.4K
Visionary Horizons, LLC6,263$452.4K
Strategy Asset Managers LLC6,232$450.1K
Elite Wealth Management, Inc.6,100$440.6K
Banque Transatlantique SA6,035$435.5K
Board of the Pension Protection Fund6,000$433.4K
Gallacher Capital Management LLC5,948$429.6K
Dohj, LLC5,874$424.3K
Gsa Capital Partners LLP5,594$404.0K
Atalanta Sosnoff Capital, LLC5,195$375.3K
Quintet Private Bank (Europe) S.A.5,000$361.1K
Campbell & CO Investment Adviser LLC4,856$350.7K
RMB Capital Management, LLC4,786$345.7K
Capital International Sarl4,670$337.3K
FFT Wealth Management LLC4,526$326.9K
Integral Investment Advisors, Inc.4,450$321.4K
Fortress Financial Solutions, LLC4,273$308.6K
Confluence Wealth Services, Inc.3,730$303.0K
Verity & Verity, LLC3,900$281.7K
WoodTrust Financial Corp3,836$277.0K
RWM Asset Management, LLC3,795$274.1K
Boothbay Fund Management, LLC3,778$272.9K
Pinnacle Wealth Planning Services, Inc.3,701$267.3K
Jessup Wealth Management, Inc3,698$267.1K
Fortress Private Ledger, LLC3,628$262.1K
Proequities, Inc.3,145$261.8K
Foundry Partners, LLC3,450$249.2K
Tucker Asset Management LLC3,402$245.7K
Symphony Financial, Ltd. Co.2,995$244.1K
Keebeck Alpha, LP3,339$241.2K
KDT Advisors, LLC3,310$239.1K
Sovran Advisors, LLC3,092$232.1K
Bayforest Capital Ltd3,181$229.8K
Greenwich Wealth Management LLC3,099$224.0K
Watts Gwilliam & Co., LLC2,808$217.7K
Virtus Investment Advisers, Inc.3,000$216.7K
Obsidian Personal Planning Solutions LLC2,668$216.2K
Farmers Trust Co2,930$211.6K
Invenio Wealth Partners LLC2,925$211.3K
Signature Wealth Management Group2,920$210.9K
Coastal Investment Advisors, Inc.2,800$210.3K
Stonehearth Capital Management, LLC2,788$201.4K

Not filed for Q1 2025 yet (24)

Institutions that held Lam Research Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.