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
- 1,801
- +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
- 740 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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 476,212 | $34.6M | 0.65% | +4,823+1.0% | Added |
| HRT Financial LP | 479,318 | $34.8M | 0.22% | +200,393+71.8% | Added |
| ARS Investment Partners, LLC | 487,626 | $35.2M | 3.19% | −3,255−0.7% | Reduced |
| Pinebridge Investments, L.P. | 487,555 | $35.4M | 0.29% | −210,214−30.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 488,140 | $35.5M | 0.27% | −34,200−6.5% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 496,689 | $36.1M | 3.69% | +496,689 | New |
| Appaloosa LPSuperinvestorAppaloosa | 500,000 | $36.4M | 0.65% | −750,000−60.0% | Reduced |
| Kodai Capital Management LP | 505,987 | $36.8M | 1.46% | +505,987 | New |
| Guinness Asset Management LTD | 507,622 | $36.9M | 0.70% | +25,466+5.3% | Added |
| Baird Financial Group, Inc. | 519,350 | $37.8M | 0.07% | −23,730−4.4% | Reduced |
| M&G Plc | 518,544 | $37.9M | 0.18% | +265,519+104.9% | Added |
| Asset Management One Co.,Ltd. | 542,215 | $39.4M | 0.14% | +32,462+6.4% | Added |
| Creative Planning | 553,039 | $40.2M | 0.04% | +54,305+10.9% | Added |
| Public Employees Retirement System of Ohio | 559,963 | $40.7M | 0.15% | −24,955−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 562,577 | $40.9M | 0.09% | −26,708−4.5% | Reduced |
| STRS Ohio | 575,605 | $41.8M | 0.18% | −3,382−0.6% | Reduced |
| Andra AP-fonden | 576,495 | $41.9M | 0.69% | −56,905−9.0% | Reduced |
| Ossiam | 579,237 | $42.1M | 0.59% | +543,908+1,539.6% | Added |
| Handelsbanken Fonder AB | 582,137 | $42.3M | 0.17% | −23,232−3.8% | Reduced |
| Federated Hermes, Inc. | 590,850 | $43.0M | 0.09% | +62,330+11.8% | Added |
| Pinnacle Associates Ltd | 594,718 | $43.2M | 0.63% | +2930.0% | Added |
| Nomura Asset Management Co Ltd | 605,884 | $44.0M | 0.13% | +27,374+4.7% | Added |
| Man Group plc | 610,996 | $44.4M | 0.13% | −1,045,858−63.1% | Reduced |
| Treasurer of the State of North Carolina | 612,405 | $44.5M | 0.18% | −6,354−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 614,311 | $44.7M | 0.09% | −33,747−5.2% | Reduced |
| Vaughan David Investments LLC | 619,734 | $45.1M | 1.05% | −5,955−1.0% | Reduced |
| Voya Investment Management LLC | 620,279 | $45.1M | 0.05% | −12,042−1.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 625,224 | $45.5M | 0.05% | −46,649−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 629,079 | $45.7M | 0.13% | +6,891+1.1% | Added |
| AXA S.A. | 629,817 | $45.8M | 0.15% | +77,585+14.0% | Added |
| Teacher Retirement System of Texas | 630,705 | $45.9M | 0.19% | −59,033−8.6% | Reduced |
| KLP Kapitalforvaltning AS | 657,280 | $47.9M | 0.23% | +19,300+3.0% | Added |
| Verition Fund Management LLC | 673,499 | $49.0M | 0.28% | +408,526+154.2% | Added |
| Bank of Nova Scotia | 677,652 | $49.3M | 0.11% | −2,712,597−80.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 680,572 | $49.5M | 0.04% | +51,862+8.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 681,706 | $49.6M | 0.16% | −1,974−0.3% | Reduced |
| APG Asset Management N.V. | 747,019 | $50.3M | 0.16% | −34,665−4.4% | Reduced |
| Crosslink Capital Inc | 691,840 | $50.3M | 7.82% | −32,990−4.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 695,449 | $50.6M | 0.91% | +1,634+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 696,986 | $50.7M | 0.25% | +30,916+4.6% | Added |
| Stifel Financial Corp | 701,801 | $51.0M | 0.05% | +65,442+10.3% | Added |
| Triple Frond Partners LLC | 706,615 | $51.4M | 6.94% | +194,850+38.1% | Added |
| SG Americas Securities, LLC | 711,225 | $51.7M | 0.18% | +165,354+30.3% | Added |
| Trexquant Investment LP | 718,410 | $52.2M | 0.61% | +144,606+25.2% | Added |
| Natixis Advisors, L.P. | 720,180 | $52.4M | 0.10% | +187,842+35.3% | Added |
| Royal London Asset Management Ltd | 734,223 | $53.4M | 0.13% | +68,572+10.3% | Added |
| Westfield Capital Management Co LP | 736,520 | $53.5M | 0.26% | −520,350−41.4% | Reduced |
| Eventide Asset Management, LLC | 737,195 | $53.6M | 1.07% | +175,985+31.4% | Added |
| Los Angeles Capital Management LLC | 742,966 | $54.0M | 0.24% | +151,261+25.6% | Added |
| Parnassus Investments | 772,458 | $56.2M | 0.13% | −75,025−8.9% | Reduced |
| Clearbridge Investments, LLC | 773,384 | $56.2M | 0.05% | +351,821+83.5% | Added |
| Guggenheim Capital LLC | 800,391 | $58.2M | 0.55% | −53,709−6.3% | Reduced |
| KBC Group NV | 800,703 | $58.2M | 0.18% | −570,359−41.6% | Reduced |
| Panagora Asset Management Inc | 821,117 | $59.7M | 0.30% | −1,449,860−63.8% | Reduced |
| Candriam Luxembourg S.C.A. | 833,833 | $60.6M | 0.38% | +148,202+21.6% | Added |
| Public Sector Pension Investment Board | 841,778 | $61.2M | 0.26% | +656,751+354.9% | Added |
| Achmea Investment Management B.V. | 844,023 | $61.4M | 0.89% | +574,561+213.2% | Added |
| Jennison Associates LLC | 844,771 | $61.4M | 0.04% | −31,396−3.6% | Reduced |
| Marshall Wace, LLP | 846,462 | $61.5M | 0.08% | +846,462 | New |
| State of Wisconsin Investment Board | 851,574 | $61.9M | 0.16% | +29,151+3.5% | Added |
| Assenagon Asset Management S.A. | 868,002 | $63.1M | 0.11% | −1,563,839−64.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 869,181 | $63.2M | 0.16% | −53,182−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 871,375 | $63.3M | 0.43% | +447,401+105.5% | Added |
| Glenmede Trust Co NA | 873,998 | $63.5M | 0.34% | −6,868−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 874,624 | $63.6M | 0.40% | −255,391−22.6% | Reduced |
| AQR Capital Management LLC | 907,326 | $64.5M | 0.07% | +352,264+63.5% | Added |
| Ceredex Value Advisors LLC | 913,616 | $66.4M | 1.45% | +351,440+62.5% | Added |
| Fisher Asset Management, LLC | 919,123 | $66.8M | 0.03% | −17,659,058−95.1% | Reduced |
| NZS Capital, LLC | 931,760 | $67.7M | 3.05% | −14,613−1.5% | Reduced |
| Standard Life Aberdeen plc | 952,469 | $67.9M | 0.13% | −362,569−27.6% | Reduced |
| Korea Investment CORP | 938,840 | $68.3M | 0.17% | −87,770−8.5% | Reduced |
| Mariner, LLC | 950,812 | $69.1M | 0.12% | +23,155+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 952,065 | $69.2M | 0.13% | +8,825+0.9% | Added |
| Danske Bank A/S | 953,261 | $69.3M | 0.21% | +13,105+1.4% | Added |
| Marex Group plc | 956,821 | $69.6M | 1.33% | +239,485+33.4% | Added |
| Associated Banc-Corp | 963,390 | $70.0M | 2.14% | +130,920+15.7% | Added |
| New York State Teachers Retirement System | 989,227 | $71.9M | 0.17% | −34,541−3.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 994,716 | $72.3M | 0.15% | +873,656+721.7% | Added |
| HighTower Advisors, LLC | 997,626 | $72.5M | 0.10% | +297,644+42.5% | Added |
| Skye Global Management LP | 1,002,000 | $72.8M | 1.94% | +460,000+84.9% | Added |
| Aviva PLC | 1,002,913 | $72.9M | 0.18% | +140,458+16.3% | Added |
| Zurich Insurance Group Ltd | 1,021,595 | $74.3M | 0.60% | +595,943+140.0% | Added |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $77.0M | 0.50% | −322,170−23.3% | Reduced |
| Natixis | 1,121,917 | $80.2M | 0.47% | −829,389−42.5% | Reduced |
| RE Advisers Corp | 1,131,800 | $82.3M | 2.01% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 1,144,330 | $83.2M | 4.82% | +1,127,244+6,597.5% | Added |
| Voloridge Investment Management, LLC | 1,149,457 | $83.6M | 0.31% | −299,739−20.7% | Reduced |
| LPL Financial LLC | 1,155,707 | $84.0M | 0.03% | +51,280+4.6% | Added |
| ING Groep NV | 1,156,563 | $84.1M | 0.58% | −55,408−4.6% | Reduced |
| HM Payson & Co | 1,160,402 | $84.4M | 1.48% | +14,125+1.2% | Added |
| Captrust Financial Advisors | 1,184,678 | $86.1M | 0.22% | +24,727+2.1% | Added |
| Agf Management Ltd | 1,221,240 | $88.8M | 0.47% | −535,435−30.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,228,759 | $89.3M | 0.19% | +142,968+13.2% | Added |
| Bank of Montreal | 1,243,507 | $90.4M | 0.05% | −90,028−6.8% | Reduced |
| State Board of Administration of Florida Retirement System | 1,262,600 | $91.8M | 0.18% | +1,262,600 | New |
| Erste Asset Management GmbH | 1,262,376 | $92.0M | 1.18% | +61,722+5.1% | Added |
| Toronto Dominion Bank | 1,306,772 | $95.0M | 0.24% | +796,598+156.1% | Added |
| Prudential Financial Inc | 1,319,318 | $95.9M | 0.14% | −783,731−37.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,327,919 | $96.4M | 0.39% | +79,837+6.4% | Added |
| Susquehanna International Group, LLP | 1,398,363 | $101.7M | 0.17% | +12,460+0.9% | Added |