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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 1,412,020 | $102.7M | 0.19% | +30,900+2.2% | Added |
| Balyasny Asset Management LLC | 1,419,731 | $103.2M | 0.26% | −193,730−12.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,486,985 | $108.1M | 0.10% | −155,627−9.5% | Reduced |
| Storebrand Asset Management AS | 1,513,692 | $110.0M | 0.36% | +757,071+100.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,530,000 | $111.6M | 1.15% | +1,530,000 | New |
| Holocene Advisors, LP | 1,558,622 | $113.3M | 0.33% | +1,186,430+318.8% | Added |
| Mackenzie Financial Corp | 1,565,670 | $113.8M | 0.16% | −781,866−33.3% | Reduced |
| Freestone Grove Partners LP | 1,599,730 | $116.3M | 1.20% | +1,240,965+345.9% | Added |
| New York State Common Retirement Fund | 1,607,244 | $116.8M | 0.17% | +16,434+1.0% | Added |
| American Century Companies Inc | 1,637,458 | $119.0M | 0.07% | +330,629+25.3% | Added |
| Montrusco Bolton Investments Inc. | 1,726,228 | $122.4M | 1.61% | +1,726,228 | New |
| Jane Street Group, LLC | 1,708,461 | $124.2M | 0.22% | +473,949+38.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,731,497 | $125.9M | 0.25% | +351,079+25.4% | Added |
| Blue Whale Capital LLP | 1,844,035 | $134.1M | 10.85% | −216,910−10.5% | Reduced |
| CI Private Wealth, LLC | 1,844,460 | $134.1M | 0.22% | −206,389−10.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,874,533 | $136.3M | 0.71% | +142,402+8.2% | Added |
| Neuberger Berman Group LLC | 1,897,067 | $137.9M | 0.12% | +581,598+44.2% | Added |
| Victory Capital Management Inc | 1,905,320 | $138.5M | 0.14% | −26,983−1.4% | Reduced |
| Heard Capital LLC | 1,906,105 | $138.6M | 8.23% | +43,345+2.3% | Added |
| National Bank of Canada | 1,913,646 | $139.1M | 0.16% | −243,206−11.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,931,367 | $140.4M | 0.50% | +1,296,622+204.3% | Added |
| Bridgewater Associates, LP | 1,960,237 | $142.5M | 0.66% | −573,162−22.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,968,565 | $143.1M | 0.47% | +152,748+8.4% | Added |
| Woodline Partners LP | 1,980,610 | $144.0M | 0.94% | −171,840−8.0% | Reduced |
| California State Teachers Retirement System | 2,038,262 | $148.2M | 0.18% | −26,650−1.3% | Reduced |
| Millennium Management LLC | 2,160,823 | $157.1M | 0.15% | −268,219−11.0% | Reduced |
| ProShare Advisors LLC | 2,168,483 | $157.6M | 0.36% | +168,514+8.4% | Added |
| Schroder Investment Management Group | 2,187,788 | $159.1M | 0.16% | +2,187,788 | New |
| Russell Investments Group, Ltd. | 2,194,672 | $159.5M | 0.22% | +136,031+6.6% | Added |
| Allianz Asset Management GmbH | 2,227,741 | $162.0M | 0.24% | −1,574,127−41.4% | Reduced |
| Wellington Management Group LLP | 2,278,467 | $165.6M | 0.03% | +286,749+14.4% | Added |
| Boston Partners | 2,350,362 | $170.8M | 0.21% | +2,327,041+9,978.3% | Added |
| Kovitz Investment Group Partners, LLC | 2,378,223 | $172.9M | 0.87% | +2,180,148+1,100.7% | Added |
| Principal Financial Group Inc | 2,396,559 | $174.2M | 0.10% | −228,931−8.7% | Reduced |
| DnB Asset Management AS | 2,574,059 | $187.1M | 0.86% | +1,630,501+172.8% | Added |
| Rhumbline Advisers | 2,595,820 | $188.7M | 0.18% | +57,711+2.3% | Added |
| SEI Investments Co | 2,597,838 | $188.9M | 0.24% | +1,113,045+75.0% | Added |
| Oaktop Capital Management II, L.P. | 2,691,460 | $195.7M | 26.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,699,143 | $196.2M | 0.19% | +1,077,487+66.4% | Added |
| TD Asset Management Inc | 2,703,776 | $196.6M | 0.18% | +121,864+4.7% | Added |
| California Public Employees Retirement System | 2,755,807 | $200.3M | 0.14% | +613,352+28.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,790,184 | $202.8M | 0.19% | +280,923+11.2% | Added |
| Raymond James Financial Inc | 2,882,196 | $209.5M | 0.08% | +1,401,309+94.6% | Added |
| HSBC Holdings PLC | 3,033,230 | $219.7M | 0.15% | −1,449,180−32.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,054,734 | $222.1M | 0.12% | −31,837−1.0% | Reduced |
| Envestnet Asset Management Inc | 3,117,325 | $226.6M | 0.07% | +246,995+8.6% | Added |
| Royal Bank of Canada | 3,155,737 | $229.4M | 0.05% | −1,637,958−34.2% | Reduced |
| National Pension Service | 3,182,889 | $231.4M | 0.22% | +148,141+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,188,231 | $231.8M | 0.16% | +27,708+0.9% | Added |
| First Trust Advisors LP | 3,207,449 | $233.2M | 0.21% | −2,862,229−47.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,214,751 | $233.7M | 0.93% | −1,475,854−31.5% | Reduced |
| William Blair Investment Management, LLC | 3,323,880 | $241.6M | 0.68% | −86,440−2.5% | Reduced |
| Rafferty Asset Management, LLC | 3,590,465 | $261.0M | 1.11% | −800,667−18.2% | Reduced |
| Alliancebernstein L.P. | 3,593,509 | $261.2M | 0.09% | +421,140+13.3% | Added |
| Swiss National Bank | 3,629,000 | $263.8M | 0.19% | −32,500−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,888,931 | $282.8M | 0.76% | +1,253,833+47.6% | Added |
| Deutsche Bank AG | 4,024,420 | $292.6M | 0.12% | −2,097,084−34.3% | Reduced |
| Capital Research Global Investors | 4,047,502 | $294.3M | 0.06% | +713,384+21.4% | Added |
| Van Eck Associates Corp | 4,115,920 | $299.2M | 0.39% | −384,221−8.5% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 4,424,700 | $321.7M | 1.21% | +467,000+11.8% | Added |
| Massachusetts Financial Services Co | 4,738,438 | $344.5M | 0.11% | −1,349,647−22.2% | Reduced |
| Citigroup Inc | 5,204,457 | $378.4M | 0.29% | −71,240−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,205,737 | $378.5M | 0.29% | −302,739−5.5% | Reduced |
| Price T Rowe Associates Inc | 5,739,221 | $417.2M | 0.05% | +2,864,863+99.7% | Added |
| Wells Fargo & Company | 5,942,426 | $432.0M | 0.10% | +97,479+1.7% | Added |
| Franklin Resources Inc | 6,293,141 | $457.5M | 0.13% | +23,905+0.4% | Added |
| Barclays PLC | 6,389,431 | $464.5M | 0.21% | −552,791−8.0% | Reduced |
| Dimensional Fund Advisors LP | 6,498,985 | $472.5M | 0.12% | −172,401−2.6% | Reduced |
| Citadel Advisors LLC | 6,653,028 | $483.7M | 0.47% | +3,533,268+113.3% | Added |
| FIL Ltd | 6,938,394 | $504.4M | 0.48% | −501,634−6.7% | Reduced |
| Artisan Partners Limited Partnership | 7,274,412 | $528.8M | 0.86% | +2,082,759+40.1% | Added |
| Janus Henderson Group PLC | 7,391,296 | $536.7M | 0.29% | −3,576,679−32.6% | Reduced |
| Nordea Investment Management AB | 7,902,385 | $562.3M | 0.59% | +7,902,385 | New |
| Winslow Capital Management, LLC | 7,769,872 | $564.9M | 2.25% | +2,992,209+62.6% | Added |
| Alkeon Capital Management LLC | 7,954,456 | $578.3M | 3.43% | +1,495,736+23.2% | Added |
| Pictet Asset Management Holding SA | 8,096,940 | $588.6M | 0.65% | +224,391+2.9% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 8,209,569 | $596.8M | 2.63% | +4,163,199+102.9% | Added |
| Nuveen, LLC | 8,312,846 | $604.3M | 0.19% | +8,312,846 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,593,334 | $624.7M | 1.97% | +495,669+6.1% | Added |
| Charles Schwab Investment Management Inc | 8,891,412 | $646.4M | 0.12% | +408,983+4.8% | Added |
| Goldman Sachs Group Inc | 9,474,908 | $688.8M | 0.13% | +1,874,321+24.7% | Added |
| UBS Group AG | 10,441,655 | $759.1M | 0.17% | +497,437+5.0% | Added |
| Legal & General Group Plc | 10,535,908 | $766.0M | 0.21% | +98,835+0.9% | Added |
| Amundi | 12,140,419 | $801.1M | 0.29% | −804,753−6.2% | Reduced |
| Bank of America Corp | 11,020,961 | $801.2M | 0.07% | +2,934,489+36.3% | Added |
| Bank of New York Mellon Corp | 11,114,817 | $808.0M | 0.16% | −671,991−5.7% | Reduced |
| UBS Asset Management Americas Inc | 13,380,053 | $972.7M | 0.25% | −194,638−1.4% | Reduced |
| Northern Trust Corp | 14,877,255 | $1.08B | 0.16% | −991,989−6.3% | Reduced |
| Invesco Ltd. | 17,330,771 | $1.26B | 0.24% | +472,636+2.8% | Added |
| Norges Bank | 19,769,161 | $1.44B | 0.20% | −3,236,129−14.1% | Reduced |
| Morgan Stanley | 20,352,484 | $1.48B | 0.11% | −953,742−4.5% | Reduced |
| Geode Capital Management, LLC | 32,667,331 | $2.37B | 0.19% | +1,239,321+3.9% | Added |
| FMR LLC | 33,591,227 | $2.44B | 0.16% | −6,439,967−16.1% | Reduced |
| Ameriprise Financial Inc | 34,219,931 | $2.49B | 0.67% | −323,984−0.9% | Reduced |
| JPMorgan Chase & Co | 35,522,948 | $2.58B | 0.20% | +8,079,667+29.4% | Added |
| State Street Corp | 58,921,881 | $4.30B | 0.18% | −95,697−0.2% | Reduced |
| BlackRock, Inc. | 123,810,871 | $9.00B | 0.19% | −1,665,440−1.3% | Reduced |
| Vanguard Group Inc | 129,152,102 | $9.39B | 0.17% | +8,364,375+6.9% | Added |
| WFA Asset Management Corp | 87 | – | – | −783−90.0% | Reduced |
| Strengthening Families & Communities, LLC | 96 | – | – | −440−82.1% | Reduced |