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.
13F holders, Q1 2025
Institutional positions in Lam Research Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,802
- +130 vs. Q4 2024
- Shares held
- 1.04B
- +17.7M (+1.7%) vs. Q4 2024
- Total value
- $75.8B
- +$1.52B (+2.1%) vs. Q4 2024
- New holders
- 270
- 741 more added
- Sold out
- 140
- 549 more reduced
24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 64,870 | $4.72M | 0.09% | +18,566+40.1% | Added |
| Metis Global Partners, LLC | 65,691 | $4.78M | 0.13% | +4,054+6.6% | Added |
| Caisse des Depots Et Consignations | 66,118 | $4.81M | 0.23% | 00.0% | Unchanged |
| CWM, LLC | 66,123 | $4.81M | 0.02% | +16,028+32.0% | Added |
| Sequoia Financial Advisors, LLC | 67,327 | $4.89M | 0.04% | −1,744−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 67,597 | $4.91M | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 67,647 | $4.92M | 0.04% | +4,569+7.2% | Added |
| Foundations Investment Advisors, LLC | 67,836 | $4.93M | 0.09% | −3,150−4.4% | Reduced |
| Securian Asset Management, Inc | 67,997 | $4.94M | 0.15% | +67,997 | New |
| Commerce Bank | 68,161 | $4.96M | 0.03% | −6,329−8.5% | Reduced |
| CCM Investment Group, LLC | 68,739 | $4.99M | 0.53% | −6,383−8.5% | Reduced |
| MAI Capital Management | 68,668 | $4.99M | 0.04% | +4,944+7.8% | Added |
| Meridiem Capital Partners LP | 68,676 | $4.99M | 0.55% | −232,264−77.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 70,184 | $5.10M | 0.66% | −291−0.4% | Reduced |
| Atria Investments LLC | 71,024 | $5.16M | 0.07% | +14,032+24.6% | Added |
| Allworth Financial LP | 73,107 | $5.18M | 0.03% | +28,329+63.3% | Added |
| Motley Fool Asset Management LLC | 71,339 | $5.19M | 0.29% | +10,140+16.6% | Added |
| Jupiter Asset Management Ltd | 71,491 | $5.20M | 0.05% | +71,491 | New |
| Voleon Capital Management LP | 71,678 | $5.21M | 0.41% | −52,856−42.4% | Reduced |
| Bayesian Capital Management, LP | 72,348 | $5.26M | 0.87% | +72,348 | New |
| Sava Infond d.o.o. | 73,000 | $5.31M | 1.01% | +11,800+19.3% | Added |
| Gulf International Bank (UK) Ltd | 73,560 | $5.35M | 0.18% | −27,661−27.3% | Reduced |
| Institute for Wealth Management, LLC. | 73,713 | $5.36M | 0.69% | +73,713 | New |
| Fulcrum Capital LLC | 74,088 | $5.39M | 1.19% | +74,088 | New |
| Guinness Atkinson Asset Management Inc | 74,920 | $5.45M | 3.03% | −3,635−4.6% | Reduced |
| Sienna Gestion | 77,529 | $5.48M | 0.45% | −9,941−11.4% | Reduced |
| Amica Mutual Insurance Co | 75,476 | $5.49M | 0.60% | +10,016+15.3% | Added |
| Beacon Pointe Advisors, LLC | 76,570 | $5.57M | 0.06% | +10,562+16.0% | Added |
| GDS Wealth Management | 77,285 | $5.62M | 0.48% | +29,758+62.6% | Added |
| Twinbeech Capital LP | 77,959 | $5.67M | 0.10% | −618,250−88.8% | Reduced |
| Hartford Investment Management Co | 78,299 | $5.69M | 0.20% | −1,196−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 78,181 | $5.69M | 0.07% | +11,502+17.2% | Added |
| Ashton Thomas Private Wealth, LLC | 78,274 | $5.71M | 0.22% | +3,019+4.0% | Added |
| Tritonpoint Wealth, LLC | 78,341 | $5.71M | 0.54% | +658+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 78,650 | $5.73M | 0.32% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 79,139 | $5.75M | 0.05% | +5,959+8.1% | Added |
| Naples Global Advisors, LLC | 80,441 | $5.87M | 0.56% | −422−0.5% | Reduced |
| Coldstream Capital Management Inc | 81,478 | $5.92M | 0.13% | +2,074+2.6% | Added |
| Sitrin Capital Management LLC | 81,743 | $5.96M | 3.22% | +605+0.7% | Added |
| Savoie Capital LLC | 82,800 | $5.98M | 0.71% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 82,345 | $5.99M | 0.89% | +9,251+12.7% | Added |
| Aviance Capital Partners, LLC | 82,403 | $5.99M | 0.84% | −15,166−15.5% | Reduced |
| Rench Wealth Management, Inc. | 82,654 | $6.01M | 2.07% | +1,084+1.3% | Added |
| Heron Bay Capital Management | 82,735 | $6.01M | 1.26% | −1,795−2.1% | Reduced |
| KWMG, LLC | 83,239 | $6.05M | 0.62% | +83,239 | New |
| Capstone Investment Advisors, LLC | 83,289 | $6.06M | 0.06% | −88,543−51.5% | Reduced |
| Fred Alger Management, LLC | 83,071 | $6.06M | 0.03% | +7,721+10.2% | Added |
| Modera Wealth Management, LLC | 84,058 | $6.11M | 0.08% | −3,120−3.6% | Reduced |
| Central Bank & Trust Co | 84,284 | $6.13M | 1.02% | +84,284 | New |
| Oversea-Chinese Banking CORP Ltd | 84,574 | $6.16M | 0.18% | −20,630−19.6% | Reduced |
| Illinois Municipal Retirement Fund | 85,570 | $6.22M | 0.09% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 85,927 | $6.25M | 0.71% | −14,073−14.1% | Reduced |
| Carret Asset Management, LLC | 85,990 | $6.25M | 0.71% | −455−0.5% | Reduced |
| Glenview Trust Co | 87,311 | $6.35M | 0.12% | +87,311 | New |
| Harber Asset Management LLC | 87,750 | $6.38M | 2.27% | +87,750 | New |
| Kentucky Retirement Systems | 87,792 | $6.38M | 0.19% | +87,792 | New |
| Financial Partners Group, LLC | 87,900 | $6.39M | 2.77% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,136 | $6.41M | 0.68% | +2,104+2.4% | Added |
| Gotham Asset Management, LLC | 89,207 | $6.49M | 0.05% | −81,376−47.7% | Reduced |
| McBroom & Associates, LLC | 89,295 | $6.49M | 3.71% | +1,743+2.0% | Added |
| Professional Advisory Services Inc | 89,989 | $6.54M | 0.92% | +89,989 | New |
| TownSquare Capital, LLC | 90,326 | $6.57M | 0.07% | +10,539+13.2% | Added |
| Taylor Hoffman Capital Management LLC | 92,770 | $6.76M | 2.50% | +970+1.1% | Added |
| National Asset Management, Inc. | 93,872 | $6.82M | 0.21% | +6,976+8.0% | Added |
| Socorro Asset Management LP | 94,305 | $6.86M | 2.37% | +3,864+4.3% | Added |
| Graham Capital Management, L.P. | 95,093 | $6.91M | 0.22% | +82,925+681.5% | Added |
| Seizert Capital Partners, LLC | 95,886 | $6.97M | 0.32% | −334−0.3% | Reduced |
| LSV Asset Management | 95,960 | $6.98M | 0.02% | +68,080+244.2% | Added |
| Science & Technology Partners, L.P. | 96,050 | $6.98M | 2.77% | +96,050 | New |
| Vinva Investment Management Ltd | 96,568 | $7.01M | 0.29% | −4,588−4.5% | Reduced |
| King Luther Capital Management Corp | 96,653 | $7.03M | 0.03% | −7,417−7.1% | Reduced |
| Venture Visionary Partners LLC | 96,685 | $7.03M | 0.29% | +29,324+43.5% | Added |
| Cullinan Associates Inc | 97,000 | $7.05M | 0.50% | 00.0% | Unchanged |
| MML Investors Services, LLC | 97,517 | $7.09M | 0.02% | +17,591+22.0% | Added |
| Advisors Capital Management, LLC | 97,570 | $7.09M | 0.11% | +60,622+164.1% | Added |
| GWM Advisors LLC | 97,867 | $7.11M | 0.04% | +14,440+17.3% | Added |
| Fusion Capital, LLC | 98,038 | $7.13M | 2.72% | +223+0.2% | Added |
| Thrivent Financial for Lutherans | 96,977 | $7.22M | 0.02% | −144−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 99,291 | $7.22M | 0.07% | +2,623+2.7% | Added |
| Fiduciary Trust Co | 99,915 | $7.26M | 0.10% | +170+0.2% | Added |
| Violich Capital Management, Inc. | 100,250 | $7.29M | 0.98% | +250+0.3% | Added |
| Mirae Asset Securities (USA) Inc. | 100,252 | $7.29M | 0.31% | +82,123+453.0% | Added |
| Engineers Gate Manager LP | 100,498 | $7.31M | 0.12% | −238,175−70.3% | Reduced |
| Stratos Wealth Partners, LTD. | 101,043 | $7.35M | 0.11% | −7,660−7.0% | Reduced |
| Baldwin Investment Management, LLC | 101,407 | $7.37M | 0.89% | −1,635−1.6% | Reduced |
| Groupama Asset Managment | 101,806 | $7.39M | 0.15% | −13,315−11.6% | Reduced |
| Norinchukin Bank, The | 101,729 | $7.40M | 0.14% | +30,894+43.6% | Added |
| Mizuho Securities USA LLC | 102,783 | $7.47M | 0.16% | −19,166−15.7% | Reduced |
| D.A. Davidson & Co. | 103,002 | $7.49M | 0.06% | +6,848+7.1% | Added |
| Jackson Wealth Management, LLC | 103,053 | $7.49M | 0.91% | +2,691+2.7% | Added |
| LMCG Investments, LLC | 103,267 | $7.51M | 0.50% | −15,133−12.8% | Reduced |
| Systematic Alpha Investments, LLC | 104,380 | $7.59M | 0.29% | −10.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 104,972 | $7.63M | 0.77% | +3,477+3.4% | Added |
| Brevan Howard Capital Management LP | 105,410 | $7.66M | 0.21% | −22,343−17.5% | Reduced |
| Insight Wealth Strategies, LLC | 105,771 | $7.69M | 1.04% | +2,068+2.0% | Added |
| GAM Holding AG | 106,695 | $7.76M | 0.60% | +25,664+31.7% | Added |
| Viking Fund Management LLC | 107,000 | $7.78M | 1.12% | 00.0% | Unchanged |
| Laffer Tengler Investments | 107,307 | $7.80M | 1.66% | +1,074+1.0% | Added |
| Himension Fund | 107,931 | $7.85M | 0.67% | −4,414−3.9% | Reduced |
| M&T Bank Corp | 108,450 | $7.88M | 0.03% | −5,116−4.5% | Reduced |