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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 225,278 | $16.4M | 0.33% | +106,819+90.2% | Added |
| Oddo BHF Asset Management SAS | 225,933 | $16.4M | 0.67% | +219,569+3,450.2% | Added |
| USS Investment Management Ltd | 226,636 | $16.5M | 0.13% | −67,066−22.8% | Reduced |
| Banco Santander, S.A. | 226,900 | $16.5M | 0.18% | +52,252+29.9% | Added |
| Castleark Management LLC | 226,938 | $16.5M | 0.57% | +105,658+87.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 227,046 | $16.5M | 0.06% | +51,281+29.2% | Added |
| Lazard Asset Management LLC | 227,226 | $16.5M | 0.03% | +39,832+21.3% | Added |
| Allspring Global Investments Holdings, LLC | 227,684 | $16.6M | 0.03% | −15,818−6.5% | Reduced |
| Gradient Investments LLC | 234,025 | $17.0M | 0.34% | +16,468+7.6% | Added |
| Transform Wealth, LLC | 237,423 | $17.3M | 1.05% | −911−0.4% | Reduced |
| Macquarie Group Ltd | 238,692 | $17.4M | 0.02% | +58,502+32.5% | Added |
| Ci Investments Inc. | 239,223 | $17.4M | 0.07% | −53,779−18.4% | Reduced |
| Advisor Group Holdings, Inc. | 239,311 | $17.4M | 0.04% | −3,221−1.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 259,569 | $17.5M | 1.41% | +14,678+6.0% | Added |
| Penserra Capital Management LLC | 245,250 | $17.8M | 0.32% | +60,344+32.6% | Added |
| Comerica Bank | 248,159 | $18.0M | 0.08% | +248,159 | New |
| GF Fund Management Co. Ltd. | 248,293 | $18.1M | 0.42% | +4,437+1.8% | Added |
| Rockefeller Capital Management L.P. | 248,765 | $18.1M | 0.04% | +23,578+10.5% | Added |
| IFM Investors Pty Ltd | 249,050 | $18.1M | 0.20% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 249,798 | $18.2M | 4.30% | −6,229−2.4% | Reduced |
| Davidson Kempner Capital Management LP | 250,000 | $18.2M | 0.26% | +250,000 | New |
| Huntington National Bank | 252,167 | $18.3M | 0.13% | −42,595−14.5% | Reduced |
| Phoenix Holdings Ltd. | 251,477 | $18.3M | 0.28% | +234,574+1,387.8% | Added |
| Varma Mutual Pension Insurance Co | 254,330 | $18.5M | 0.16% | −20,400−7.4% | Reduced |
| Four Tree Island Advisory LLC | 255,366 | $18.6M | 13.04% | +11,217+4.6% | Added |
| UniSuper Management Pty Ltd | 256,516 | $18.6M | 0.14% | +10,400+4.2% | Added |
| Two Sigma Investments, LP | 256,659 | $18.7M | 0.04% | −2,552,367−90.9% | Reduced |
| SummitTX Capital, L.P. | 256,749 | $18.7M | 0.82% | +256,749 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 262,958 | $19.1M | 1.11% | −2,901−1.1% | Reduced |
| Wealth Architects, LLC | 264,323 | $19.2M | 2.12% | −458−0.2% | Reduced |
| Pathstone Holdings, LLC | 268,270 | $19.5M | 0.08% | +173,486+183.0% | Added |
| Moneta Group Investment Advisors LLC | 268,894 | $19.5M | 0.27% | −3,381−1.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 272,000 | $19.8M | 0.95% | +272,000 | New |
| Amalgamated Bank | 272,613 | $19.8M | 0.17% | +6,274+2.4% | Added |
| Lido Advisors, LLC | 274,490 | $20.0M | 0.12% | +4,914+1.8% | Added |
| Retirement Systems of Alabama | 275,846 | $20.1M | 0.08% | −2,733−1.0% | Reduced |
| Cincinnati Financial Corp | 277,240 | $20.2M | 0.45% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 280,426 | $20.4M | 0.10% | +82,853+41.9% | Added |
| Empire Life Investments Inc. | 282,241 | $20.5M | 1.34% | −303−0.1% | Reduced |
| Credit Agricole S A | 282,475 | $20.5M | 0.08% | −671,851−70.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 283,900 | $20.6M | 0.82% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 290,614 | $21.1M | 0.09% | −5,101−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 293,557 | $21.3M | 0.13% | +19,969+7.3% | Added |
| Williams Jones Wealth Management, LLC. | 293,770 | $21.4M | 0.27% | 00.0% | Unchanged |
| Burney Co | 293,878 | $21.4M | 0.78% | +113,240+62.7% | Added |
| McGuire Investment Group, LLC | 294,481 | $21.4M | 3.18% | −70.0% | Reduced |
| Czech National Bank | 294,837 | $21.4M | 0.20% | +15,858+5.7% | Added |
| Distillate Capital Partners LLC | 295,137 | $21.5M | 1.10% | +295,137 | New |
| Summit Street Capital Management, LLC | 297,643 | $21.6M | 3.60% | +13,383+4.7% | Added |
| Braun Stacey Associates Inc | 299,548 | $21.8M | 0.89% | −487−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 300,193 | $21.8M | 0.04% | +36,825+14.0% | Added |
| D. E. Shaw & Co., Inc. | 300,896 | $21.9M | 0.03% | −3,224,542−91.5% | Reduced |
| Tudor Investment Corp Et Al | 304,505 | $22.1M | 0.20% | +106,040+53.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 306,560 | $22.3M | 0.27% | +26,400+9.4% | Added |
| Virginia Retirement Systems Et Al | 306,620 | $22.3M | 0.17% | +306,620 | New |
| Squarepoint Ops LLC | 312,631 | $22.7M | 0.06% | −951,084−75.3% | Reduced |
| Generate Investment Management Ltd | 315,485 | $22.9M | 1.61% | +315,485 | New |
| Neville Rodie & Shaw Inc | 322,692 | $23.5M | 1.84% | −27,100−7.7% | Reduced |
| Twin Tree Management, LP | 327,687 | $23.8M | 0.52% | +260,736+389.4% | Added |
| Artemis Investment Management LLP | 331,594 | $24.1M | 0.37% | +182,287+122.1% | Added |
| Calamos Advisors LLC | 335,424 | $24.4M | 0.12% | +2,457+0.7% | Added |
| Crestwood Advisors Group LLC | 339,568 | $24.7M | 0.47% | +11,873+3.6% | Added |
| Vontobel Holding Ltd. | 339,965 | $24.7M | 0.09% | −17,048−4.8% | Reduced |
| Xponance, Inc. | 347,027 | $25.2M | 0.24% | +24,055+7.4% | Added |
| Quantinno Capital Management LP | 350,972 | $25.5M | 0.17% | +185,260+111.8% | Added |
| Cetera Investment Advisers | 353,592 | $25.7M | 0.05% | +25,348+7.7% | Added |
| DJE Kapital AG | 361,385 | $25.7M | 0.76% | +166,183+85.1% | Added |
| Harbor Island Capital LLC | 355,120 | $25.8M | 12.79% | −5,780−1.6% | Reduced |
| Walleye Capital LLC | 363,347 | $26.4M | 0.29% | −166,293−31.4% | Reduced |
| Assetmark, Inc | 368,643 | $26.8M | 0.07% | +20,928+6.0% | Added |
| Maplelane Capital, LLC | 371,000 | $27.0M | 2.51% | +371,000 | New |
| State of Michigan Retirement System | 376,400 | $27.4M | 0.16% | −1,000−0.3% | Reduced |
| Arizona State Retirement System | 377,533 | $27.4M | 0.17% | +377,533 | New |
| MetLife Investment Management | 389,416 | $28.3M | 0.15% | −7,802−2.0% | Reduced |
| Truist Financial Corp | 393,839 | $28.6M | 0.05% | −36,337−8.4% | Reduced |
| Corebridge Financial, Inc. | 398,454 | $29.0M | 0.17% | −14,619−3.5% | Reduced |
| Forsta Ap-Fonden | 398,800 | $29.0M | 0.22% | −13,200−3.2% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 403,000 | $29.3M | 0.45% | −15,000−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 406,455 | $29.5M | 0.21% | +7,303+1.8% | Added |
| British Columbia Investment Management Corp | 415,242 | $30.2M | 0.19% | −66,445−13.8% | Reduced |
| CIBC Asset Management Inc | 416,170 | $30.3M | 0.10% | +1,658+0.4% | Added |
| Nisa Investment Advisors, LLC | 417,020 | $30.4M | 0.15% | −9,944−2.3% | Reduced |
| Qube Research & Technologies Ltd | 425,921 | $31.0M | 0.05% | −1,516,955−78.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 427,926 | $31.1M | 0.19% | −8,816−2.0% | Reduced |
| NewEdge Wealth, LLC | 429,235 | $31.2M | 0.57% | +6,859+1.6% | Added |
| Cerity Partners LLC | 430,948 | $31.3M | 0.06% | +99,778+30.1% | Added |
| Capital Fund Management S.A. | 435,006 | $31.6M | 0.40% | −777,299−64.1% | Reduced |
| US Bancorp | 437,832 | $31.8M | 0.04% | +1,803+0.4% | Added |
| State of New Jersey Common Pension Fund D | 440,313 | $32.0M | 0.14% | −36,908−7.7% | Reduced |
| Nissay Asset Management Corp | 440,669 | $32.0M | 0.21% | +19,802+4.7% | Added |
| Resona Asset Management Co.,Ltd. | 441,815 | $32.1M | 0.19% | +26,545+6.4% | Added |
| Colony Group, LLC | 442,143 | $32.1M | 0.08% | −370,312−45.6% | Reduced |
| Nicholas Company, Inc. | 442,540 | $32.2M | 0.56% | −100.0% | Reduced |
| Commonwealth Equity Services, LLC | 446,583 | $32.5M | 0.05% | −40,852−8.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 447,106 | $32.5M | 0.55% | +4,456+1.0% | Added |
| QRG Capital Management, Inc. | 449,384 | $32.7M | 0.34% | +19,341+4.5% | Added |
| Mercer Global Advisors Inc | 452,764 | $32.9M | 0.08% | +34,312+8.2% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 454,751 | $33.1M | 1.34% | +1000.0% | Added |
| Janney Montgomery Scott LLC | 454,924 | $33.1M | 0.09% | −33,138−6.8% | Reduced |
| State Farm Mutual Automobile Insurance Co | 455,360 | $33.1M | 0.03% | 00.0% | Unchanged |