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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 1,319,318 | $95.9M | 0.14% | −783,731−37.3% | Reduced |
| Toronto Dominion Bank | 1,306,772 | $95.0M | 0.24% | +796,598+156.1% | Added |
| Erste Asset Management GmbH | 1,262,376 | $92.0M | 1.18% | +61,722+5.1% | Added |
| State Board of Administration of Florida Retirement System | 1,262,600 | $91.8M | 0.18% | +1,262,600 | New |
| Bank of Montreal | 1,243,507 | $90.4M | 0.05% | −90,028−6.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,228,759 | $89.3M | 0.19% | +142,968+13.2% | Added |
| Agf Management Ltd | 1,221,240 | $88.8M | 0.47% | −535,435−30.5% | Reduced |
| Captrust Financial Advisors | 1,184,678 | $86.1M | 0.22% | +24,727+2.1% | Added |
| HM Payson & Co | 1,160,402 | $84.4M | 1.48% | +14,125+1.2% | Added |
| ING Groep NV | 1,156,563 | $84.1M | 0.58% | −55,408−4.6% | Reduced |
| LPL Financial LLC | 1,155,707 | $84.0M | 0.03% | +51,280+4.6% | Added |
| Voloridge Investment Management, LLC | 1,149,457 | $83.6M | 0.31% | −299,739−20.7% | Reduced |
| Platinum Investment Management Ltd | 1,144,330 | $83.2M | 4.82% | +1,127,244+6,597.5% | Added |
| RE Advisers Corp | 1,131,800 | $82.3M | 2.01% | 00.0% | Unchanged |
| Natixis | 1,121,917 | $80.2M | 0.47% | −829,389−42.5% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $77.0M | 0.50% | −322,170−23.3% | Reduced |
| Zurich Insurance Group Ltd | 1,021,595 | $74.3M | 0.60% | +595,943+140.0% | Added |
| Aviva PLC | 1,002,913 | $72.9M | 0.18% | +140,458+16.3% | Added |
| Skye Global Management LP | 1,002,000 | $72.8M | 1.94% | +460,000+84.9% | Added |
| HighTower Advisors, LLC | 997,626 | $72.5M | 0.10% | +297,644+42.5% | Added |
| Caisse de Depot Et Placement du Quebec | 994,716 | $72.3M | 0.15% | +873,656+721.7% | Added |
| New York State Teachers Retirement System | 989,227 | $71.9M | 0.17% | −34,541−3.4% | Reduced |
| Associated Banc-Corp | 963,390 | $70.0M | 2.14% | +130,920+15.7% | Added |
| Marex Group plc | 956,821 | $69.6M | 1.33% | +239,485+33.4% | Added |
| Danske Bank A/S | 953,261 | $69.3M | 0.21% | +13,105+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 952,065 | $69.2M | 0.13% | +8,825+0.9% | Added |
| Mariner, LLC | 950,812 | $69.1M | 0.12% | +23,155+2.5% | Added |
| Korea Investment CORP | 938,840 | $68.3M | 0.17% | −87,770−8.5% | Reduced |
| Standard Life Aberdeen plc | 952,469 | $67.9M | 0.13% | −362,569−27.6% | Reduced |
| NZS Capital, LLC | 931,760 | $67.7M | 3.05% | −14,613−1.5% | Reduced |
| Fisher Asset Management, LLC | 919,123 | $66.8M | 0.03% | −17,659,058−95.1% | Reduced |
| Ceredex Value Advisors LLC | 913,616 | $66.4M | 1.45% | +351,440+62.5% | Added |
| AQR Capital Management LLC | 907,326 | $64.5M | 0.07% | +352,264+63.5% | Added |
| Worldquant Millennium Advisors LLC | 874,624 | $63.6M | 0.40% | −255,391−22.6% | Reduced |
| Glenmede Trust Co NA | 873,998 | $63.5M | 0.34% | −6,868−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 871,375 | $63.3M | 0.43% | +447,401+105.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 869,181 | $63.2M | 0.16% | −53,182−5.8% | Reduced |
| Assenagon Asset Management S.A. | 868,002 | $63.1M | 0.11% | −1,563,839−64.3% | Reduced |
| State of Wisconsin Investment Board | 851,574 | $61.9M | 0.16% | +29,151+3.5% | Added |
| Marshall Wace, LLP | 846,462 | $61.5M | 0.08% | +846,462 | New |
| Jennison Associates LLC | 844,771 | $61.4M | 0.04% | −31,396−3.6% | Reduced |
| Achmea Investment Management B.V. | 844,023 | $61.4M | 0.89% | +574,561+213.2% | Added |
| Public Sector Pension Investment Board | 841,778 | $61.2M | 0.26% | +656,751+354.9% | Added |
| Candriam Luxembourg S.C.A. | 833,833 | $60.6M | 0.38% | +148,202+21.6% | Added |
| Panagora Asset Management Inc | 821,117 | $59.7M | 0.30% | −1,449,860−63.8% | Reduced |
| KBC Group NV | 800,703 | $58.2M | 0.18% | −570,359−41.6% | Reduced |
| Guggenheim Capital LLC | 800,391 | $58.2M | 0.55% | −53,709−6.3% | Reduced |
| Clearbridge Investments, LLC | 773,384 | $56.2M | 0.05% | +351,821+83.5% | Added |
| Parnassus Investments | 772,458 | $56.2M | 0.13% | −75,025−8.9% | Reduced |
| Los Angeles Capital Management LLC | 742,966 | $54.0M | 0.24% | +151,261+25.6% | Added |
| Eventide Asset Management, LLC | 737,195 | $53.6M | 1.07% | +175,985+31.4% | Added |
| Westfield Capital Management Co LP | 736,520 | $53.5M | 0.26% | −520,350−41.4% | Reduced |
| Royal London Asset Management Ltd | 734,223 | $53.4M | 0.13% | +68,572+10.3% | Added |
| Natixis Advisors, L.P. | 720,180 | $52.4M | 0.10% | +187,842+35.3% | Added |
| Trexquant Investment LP | 718,410 | $52.2M | 0.61% | +144,606+25.2% | Added |
| SG Americas Securities, LLC | 711,225 | $51.7M | 0.18% | +165,354+30.3% | Added |
| Triple Frond Partners LLC | 706,615 | $51.4M | 6.94% | +194,850+38.1% | Added |
| Stifel Financial Corp | 701,801 | $51.0M | 0.05% | +65,442+10.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 696,986 | $50.7M | 0.25% | +30,916+4.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 695,449 | $50.6M | 0.91% | +1,634+0.2% | Added |
| Crosslink Capital Inc | 691,840 | $50.3M | 7.82% | −32,990−4.6% | Reduced |
| APG Asset Management N.V. | 747,019 | $50.3M | 0.16% | −34,665−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 681,706 | $49.6M | 0.16% | −1,974−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 680,572 | $49.5M | 0.04% | +51,862+8.2% | Added |
| Bank of Nova Scotia | 677,652 | $49.3M | 0.11% | −2,712,597−80.0% | Reduced |
| Verition Fund Management LLC | 673,499 | $49.0M | 0.28% | +408,526+154.2% | Added |
| KLP Kapitalforvaltning AS | 657,280 | $47.9M | 0.23% | +19,300+3.0% | Added |
| Teacher Retirement System of Texas | 630,705 | $45.9M | 0.19% | −59,033−8.6% | Reduced |
| AXA S.A. | 629,817 | $45.8M | 0.15% | +77,585+14.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 629,079 | $45.7M | 0.13% | +6,891+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 625,224 | $45.5M | 0.05% | −46,649−6.9% | Reduced |
| Voya Investment Management LLC | 620,279 | $45.1M | 0.05% | −12,042−1.9% | Reduced |
| Vaughan David Investments LLC | 619,734 | $45.1M | 1.05% | −5,955−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 614,311 | $44.7M | 0.09% | −33,747−5.2% | Reduced |
| Treasurer of the State of North Carolina | 612,405 | $44.5M | 0.18% | −6,354−1.0% | Reduced |
| Man Group plc | 610,996 | $44.4M | 0.13% | −1,045,858−63.1% | Reduced |
| Nomura Asset Management Co Ltd | 605,884 | $44.0M | 0.13% | +27,374+4.7% | Added |
| Pinnacle Associates Ltd | 594,718 | $43.2M | 0.63% | +2930.0% | Added |
| Federated Hermes, Inc. | 590,850 | $43.0M | 0.09% | +62,330+11.8% | Added |
| Handelsbanken Fonder AB | 582,137 | $42.3M | 0.17% | −23,232−3.8% | Reduced |
| Ossiam | 579,237 | $42.1M | 0.59% | +543,908+1,539.6% | Added |
| Andra AP-fonden | 576,495 | $41.9M | 0.69% | −56,905−9.0% | Reduced |
| STRS Ohio | 575,605 | $41.8M | 0.18% | −3,382−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 562,577 | $40.9M | 0.09% | −26,708−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 559,963 | $40.7M | 0.15% | −24,955−4.3% | Reduced |
| Creative Planning | 553,039 | $40.2M | 0.04% | +54,305+10.9% | Added |
| Asset Management One Co.,Ltd. | 542,215 | $39.4M | 0.14% | +32,462+6.4% | Added |
| M&G Plc | 518,544 | $37.9M | 0.18% | +265,519+104.9% | Added |
| Baird Financial Group, Inc. | 519,350 | $37.8M | 0.07% | −23,730−4.4% | Reduced |
| Guinness Asset Management LTD | 507,622 | $36.9M | 0.70% | +25,466+5.3% | Added |
| Kodai Capital Management LP | 505,987 | $36.8M | 1.46% | +505,987 | New |
| Appaloosa LPSuperinvestorAppaloosa | 500,000 | $36.4M | 0.65% | −750,000−60.0% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 496,689 | $36.1M | 3.69% | +496,689 | New |
| Mn Services Vermogensbeheer B.V. | 488,140 | $35.5M | 0.27% | −34,200−6.5% | Reduced |
| Pinebridge Investments, L.P. | 487,555 | $35.4M | 0.29% | −210,214−30.1% | Reduced |
| ARS Investment Partners, LLC | 487,626 | $35.2M | 3.19% | −3,255−0.7% | Reduced |
| HRT Financial LP | 479,318 | $34.8M | 0.22% | +200,393+71.8% | Added |
| Flputnam Investment Management Co | 476,212 | $34.6M | 0.65% | +4,823+1.0% | Added |
| State of Tennessee, Treasury Department | 463,069 | $33.7M | 0.13% | −15,188−3.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 455,360 | $33.1M | 0.03% | 00.0% | Unchanged |