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 |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 108,903 | $7.92M | 2.10% | +2,247+2.1% | Added |
| Winmill & Co. Inc | 109,000 | $7.92M | 2.41% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 110,138 | $8.01M | 0.09% | +59,869+119.1% | Added |
| Oregon Public Employees Retirement Fund | 110,309 | $8.02M | 0.15% | +480.0% | Added |
| Avanza Fonder AB | 108,734 | $8.02M | 0.26% | −14,890−12.0% | Reduced |
| Gateway Investment Advisers LLC | 111,495 | $8.11M | 0.09% | +2,102+1.9% | Added |
| Prudential PLC | 112,081 | $8.15M | 0.04% | −178,508−61.4% | Reduced |
| HB Wealth Management, LLC | 113,222 | $8.23M | 0.07% | +9,717+9.4% | Added |
| YHB Investment Advisors, Inc. | 113,707 | $8.27M | 0.69% | +113,707 | New |
| Financial Counselors Inc | 118,973 | $8.65M | 0.13% | +6,632+5.9% | Added |
| Apriem Advisors | 119,074 | $8.66M | 1.01% | −10,431−8.1% | Reduced |
| ASR Vermogensbeheer N.V. | 120,076 | $8.73M | 0.13% | +120,076 | New |
| First Citizens Bank & Trust Co | 121,902 | $8.86M | 0.23% | +39,414+47.8% | Added |
| MUFG Securities EMEA plc | 121,999 | $8.87M | 0.23% | +64,999+114.0% | Added |
| Nomura Holdings Inc | 122,811 | $8.93M | 0.05% | +1,250+1.0% | Added |
| Level Four Advisory Services, LLC | 123,616 | $8.99M | 0.37% | +17,174+16.1% | Added |
| Sanctuary Advisors, LLC | 124,107 | $9.02M | 0.06% | −49,780−28.6% | Reduced |
| Baker Ellis Asset Management LLC | 124,330 | $9.04M | 1.30% | −660−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 124,616 | $9.06M | 0.16% | −13,099−9.5% | Reduced |
| ExodusPoint Capital Management, LP | 124,746 | $9.07M | 0.12% | −80,601−39.3% | Reduced |
| Toroso Investments, LLC | 124,854 | $9.08M | 0.08% | +7,016+6.0% | Added |
| PGGM Investments | 128,114 | $9.31M | 0.13% | −80,040−38.5% | Reduced |
| Nilsine Partners, LLC | 128,223 | $9.32M | 1.02% | +9,022+7.6% | Added |
| Great Lakes Advisors, LLC | 129,408 | $9.41M | 0.08% | −8,876−6.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 129,699 | $9.43M | 0.13% | +769+0.6% | Added |
| Peregrine Investment Management Inc | 130,630 | $9.50M | 7.09% | +4,980+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 132,365 | $9.62M | 0.10% | −4,404−3.2% | Reduced |
| Hel Ved Capital Management Ltd | 133,700 | $9.72M | 4.90% | +133,700 | New |
| Employees Provident Fund Board | 135,531 | $9.85M | 0.11% | −1,710,447−92.7% | Reduced |
| Wealthfront Advisers LLC | 138,391 | $10.1M | 0.03% | +8,631+6.7% | Added |
| Kestra Advisory Services, LLC | 140,467 | $10.2M | 0.05% | −7,437−5.0% | Reduced |
| Tower Bridge Advisors | 141,450 | $10.3M | 1.15% | +102,395+262.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 141,805 | $10.3M | 0.10% | −162,672−53.4% | Reduced |
| CBOE Vest Financial, LLC | 143,333 | $10.4M | 0.16% | −316,524−68.8% | Reduced |
| Nemes Rush Group LLC | 145,355 | $10.6M | 1.34% | +145,355 | New |
| Headlands Technologies LLC | 145,519 | $10.6M | 1.21% | +84,927+140.2% | Added |
| Advisory Services Network, LLC | 145,852 | $10.6M | 0.20% | −18,403−11.2% | Reduced |
| iA Global Asset Management Inc. | 145,884 | $10.6M | 0.18% | −36,436−20.0% | Reduced |
| State of Alaska, Department of Revenue | 150,415 | $10.9M | 0.12% | +3,740+2.5% | Added |
| Raiffeisen Bank International AG | 151,502 | $11.0M | 0.18% | +27,728+22.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 152,329 | $11.1M | 0.11% | +7,484+5.2% | Added |
| South Dakota Investment Council | 153,139 | $11.1M | 0.23% | −181−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 153,355 | $11.1M | 0.04% | +22,971+17.6% | Added |
| Two Sigma Advisers, LP | 154,200 | $11.2M | 0.03% | −3,731,100−96.0% | Reduced |
| CIBC World Markets Corp | 154,972 | $11.3M | 0.09% | −95,945−38.2% | Reduced |
| Point72 Italy, S.r.l. | 156,046 | $11.3M | 11.17% | +135,737+668.4% | Added |
| Mediolanum International Funds Ltd | 156,804 | $11.4M | 0.16% | −39,398−20.1% | Reduced |
| Benjamin Edwards Inc | 157,309 | $11.4M | 0.16% | +21,823+16.1% | Added |
| Fifth Third Bancorp | 157,781 | $11.5M | 0.04% | +2,737+1.8% | Added |
| Yousif Capital Management, LLC | 160,622 | $11.7M | 0.14% | −2,448−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 160,822 | $11.7M | 0.42% | +21,362+15.3% | Added |
| Jain Global LLC | 161,131 | $11.7M | 0.24% | +43,217+36.7% | Added |
| Cozad Asset Management Inc | 161,140 | $11.7M | 1.17% | +7,130+4.6% | Added |
| Hosking Partners LLP | 161,616 | $11.7M | 0.50% | −1,520−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 161,820 | $11.8M | 0.09% | +36,181+28.8% | Added |
| Generali Asset Management SPA SGR | 162,504 | $11.8M | 0.29% | −892−0.5% | Reduced |
| Louisiana State Employees Retirement System | 162,800 | $11.8M | 0.24% | +162,800 | New |
| Harvest Fund Management Co., Ltd | 163,784 | $11.9M | 0.59% | +43,599+36.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 164,570 | $12.0M | 2.07% | −135−0.1% | Reduced |
| Profund Advisors LLC | 166,416 | $12.1M | 0.53% | −24,639−12.9% | Reduced |
| DeepCurrents Investment Group LLC | 167,361 | $12.2M | 0.42% | +167,361 | New |
| Linscomb & Williams, Inc. | 167,523 | $12.2M | 0.61% | −3,340−2.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 168,097 | $12.2M | 0.79% | +27,977+20.0% | Added |
| Eldred Rock Partners, LLC | 170,569 | $12.4M | 3.78% | +15,976+10.3% | Added |
| Covington Investment Advisors Inc. | 171,345 | $12.5M | 1.94% | +9,540+5.9% | Added |
| Public Employees Retirement Association of Colorado | 173,010 | $12.6M | 0.05% | −616−0.4% | Reduced |
| Arvest Bank Trust Division | 173,362 | $12.6M | 0.80% | −42,866−19.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 173,651 | $12.6M | 0.04% | −60,025−25.7% | Reduced |
| Hudson Bay Capital Management LP | 173,648 | $12.6M | 0.08% | +173,648 | New |
| OP Asset Management Ltd | 174,273 | $12.7M | 0.21% | +174,273 | New |
| Silvercrest Asset Management Group LLC | 178,665 | $13.0M | 0.09% | +1,050+0.6% | Added |
| Shelton Capital Management | 180,368 | $13.1M | 0.31% | −5,628−3.0% | Reduced |
| Terry L. Blaker | 181,965 | $13.2M | 0.53% | +559+0.3% | Added |
| Mutual of America Capital Management LLC | 183,560 | $13.3M | 0.15% | +183,560 | New |
| Ethic Inc. | 183,690 | $13.4M | 0.27% | −4,516−2.4% | Reduced |
| Ieq Capital, LLC | 185,239 | $13.5M | 0.11% | +32,051+20.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 186,997 | $13.6M | 0.14% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 187,000 | $13.6M | 0.12% | +92,000+96.8% | Added |
| Empowered Funds, LLC | 187,472 | $13.6M | 0.19% | +17,833+10.5% | Added |
| New York Life Investment Management LLC | 190,786 | $13.9M | 0.14% | −1,614−0.8% | Reduced |
| Point72 (DIFC) Ltd | 191,800 | $13.9M | 1.34% | +47,152+32.6% | Added |
| JustInvest LLC | 193,519 | $14.1M | 0.21% | +29,912+18.3% | Added |
| CIBC World Markets Inc. | 194,572 | $14.1M | 0.03% | +10,440+5.7% | Added |
| Banque Pictet & Cie SA | 197,058 | $14.3M | 0.15% | +2,303+1.2% | Added |
| Maytus Capital Management, LLC | 197,102 | $14.3M | 4.41% | −2,898−1.4% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 198,607 | $14.4M | 4.21% | +13,284+7.2% | Added |
| TCW Group Inc | 198,941 | $14.5M | 0.13% | −88,070−30.7% | Reduced |
| Liontrust Investment Partners LLP | 199,729 | $14.5M | 0.23% | −103,412−34.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 203,259 | $14.8M | 0.43% | +159,409+363.5% | Added |
| Acadian Asset Management LLC | 207,086 | $15.0M | 0.04% | +94,763+84.4% | Added |
| Rakuten Investment Management, Inc. | 208,096 | $15.1M | 0.07% | +208,096 | New |
| NEOS Investment Management LLC | 208,525 | $15.2M | 0.29% | +59,098+39.5% | Added |
| Baker Avenue Asset Management, LP | 209,306 | $15.2M | 0.48% | +4,687+2.3% | Added |
| Talos Asset Management LP | 211,000 | $15.3M | 6.50% | +211,000 | New |
| Dana Investment Advisors, Inc. | 211,534 | $15.4M | 0.55% | +168,610+392.8% | Added |
| Quadrature Capital Ltd | 211,646 | $15.4M | 0.34% | −31,608−13.0% | Reduced |
| Utah Retirement Systems | 213,170 | $15.5M | 0.18% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 213,520 | $15.6M | 0.76% | −42,730−16.7% | Reduced |
| Pacer Advisors, Inc. | 221,015 | $16.1M | 0.04% | +18,655+9.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,426 | $16.1M | 0.39% | −13,577−5.8% | Reduced |