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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 221,015 | $16.1M | 0.04% | +18,655+9.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 213,520 | $15.6M | 0.76% | −42,730−16.7% | Reduced |
| Utah Retirement Systems | 213,170 | $15.5M | 0.18% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 211,646 | $15.4M | 0.34% | −31,608−13.0% | Reduced |
| Dana Investment Advisors, Inc. | 211,534 | $15.4M | 0.55% | +168,610+392.8% | Added |
| Talos Asset Management LP | 211,000 | $15.3M | 6.50% | +211,000 | New |
| Baker Avenue Asset Management, LP | 209,306 | $15.2M | 0.48% | +4,687+2.3% | Added |
| NEOS Investment Management LLC | 208,525 | $15.2M | 0.29% | +59,098+39.5% | Added |
| Rakuten Investment Management, Inc. | 208,096 | $15.1M | 0.07% | +208,096 | New |
| Acadian Asset Management LLC | 207,086 | $15.0M | 0.04% | +94,763+84.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 203,259 | $14.8M | 0.43% | +159,409+363.5% | Added |
| Liontrust Investment Partners LLP | 199,729 | $14.5M | 0.23% | −103,412−34.1% | Reduced |
| TCW Group Inc | 198,941 | $14.5M | 0.13% | −88,070−30.7% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 198,607 | $14.4M | 4.21% | +13,284+7.2% | Added |
| Maytus Capital Management, LLC | 197,102 | $14.3M | 4.41% | −2,898−1.4% | Reduced |
| Banque Pictet & Cie SA | 197,058 | $14.3M | 0.15% | +2,303+1.2% | Added |
| CIBC World Markets Inc. | 194,572 | $14.1M | 0.03% | +10,440+5.7% | Added |
| JustInvest LLC | 193,519 | $14.1M | 0.21% | +29,912+18.3% | Added |
| Point72 (DIFC) Ltd | 191,800 | $13.9M | 1.34% | +47,152+32.6% | Added |
| New York Life Investment Management LLC | 190,786 | $13.9M | 0.14% | −1,614−0.8% | Reduced |
| Empowered Funds, LLC | 187,472 | $13.6M | 0.19% | +17,833+10.5% | Added |
| Capitolis Liquid Global Markets LLC | 187,000 | $13.6M | 0.12% | +92,000+96.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 186,997 | $13.6M | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 185,239 | $13.5M | 0.11% | +32,051+20.9% | Added |
| Ethic Inc. | 183,690 | $13.4M | 0.27% | −4,516−2.4% | Reduced |
| Mutual of America Capital Management LLC | 183,560 | $13.3M | 0.15% | +183,560 | New |
| Terry L. Blaker | 181,965 | $13.2M | 0.53% | +559+0.3% | Added |
| Shelton Capital Management | 180,368 | $13.1M | 0.31% | −5,628−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 178,665 | $13.0M | 0.09% | +1,050+0.6% | Added |
| OP Asset Management Ltd | 174,273 | $12.7M | 0.21% | +174,273 | New |
| Hudson Bay Capital Management LP | 173,648 | $12.6M | 0.08% | +173,648 | New |
| Cambridge Investment Research Advisors, Inc. | 173,651 | $12.6M | 0.04% | −60,025−25.7% | Reduced |
| Arvest Bank Trust Division | 173,362 | $12.6M | 0.80% | −42,866−19.8% | Reduced |
| Public Employees Retirement Association of Colorado | 173,010 | $12.6M | 0.05% | −616−0.4% | Reduced |
| Covington Investment Advisors Inc. | 171,345 | $12.5M | 1.94% | +9,540+5.9% | Added |
| Eldred Rock Partners, LLC | 170,569 | $12.4M | 3.78% | +15,976+10.3% | Added |
| Pine Valley Investments Ltd Liability Co | 168,097 | $12.2M | 0.79% | +27,977+20.0% | Added |
| Linscomb & Williams, Inc. | 167,523 | $12.2M | 0.61% | −3,340−2.0% | Reduced |
| DeepCurrents Investment Group LLC | 167,361 | $12.2M | 0.42% | +167,361 | New |
| Profund Advisors LLC | 166,416 | $12.1M | 0.53% | −24,639−12.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 164,570 | $12.0M | 2.07% | −135−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 163,784 | $11.9M | 0.59% | +43,599+36.3% | Added |
| Louisiana State Employees Retirement System | 162,800 | $11.8M | 0.24% | +162,800 | New |
| Generali Asset Management SPA SGR | 162,504 | $11.8M | 0.29% | −892−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 161,820 | $11.8M | 0.09% | +36,181+28.8% | Added |
| Hosking Partners LLP | 161,616 | $11.7M | 0.50% | −1,520−0.9% | Reduced |
| Cozad Asset Management Inc | 161,140 | $11.7M | 1.17% | +7,130+4.6% | Added |
| Jain Global LLC | 161,131 | $11.7M | 0.24% | +43,217+36.7% | Added |
| Tokio Marine Asset Management Co Ltd | 160,822 | $11.7M | 0.42% | +21,362+15.3% | Added |
| Yousif Capital Management, LLC | 160,622 | $11.7M | 0.14% | −2,448−1.5% | Reduced |
| Fifth Third Bancorp | 157,781 | $11.5M | 0.04% | +2,737+1.8% | Added |
| Benjamin Edwards Inc | 157,309 | $11.4M | 0.16% | +21,823+16.1% | Added |
| Mediolanum International Funds Ltd | 156,804 | $11.4M | 0.16% | −39,398−20.1% | Reduced |
| Point72 Italy, S.r.l. | 156,046 | $11.3M | 11.17% | +135,737+668.4% | Added |
| CIBC World Markets Corp | 154,972 | $11.3M | 0.09% | −95,945−38.2% | Reduced |
| Two Sigma Advisers, LP | 154,200 | $11.2M | 0.03% | −3,731,100−96.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 153,355 | $11.1M | 0.04% | +22,971+17.6% | Added |
| South Dakota Investment Council | 153,139 | $11.1M | 0.23% | −181−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 152,329 | $11.1M | 0.11% | +7,484+5.2% | Added |
| Raiffeisen Bank International AG | 151,502 | $11.0M | 0.18% | +27,728+22.4% | Added |
| State of Alaska, Department of Revenue | 150,415 | $10.9M | 0.12% | +3,740+2.5% | Added |
| iA Global Asset Management Inc. | 145,884 | $10.6M | 0.18% | −36,436−20.0% | Reduced |
| Advisory Services Network, LLC | 145,852 | $10.6M | 0.20% | −18,403−11.2% | Reduced |
| Headlands Technologies LLC | 145,519 | $10.6M | 1.21% | +84,927+140.2% | Added |
| Nemes Rush Group LLC | 145,355 | $10.6M | 1.34% | +145,355 | New |
| CBOE Vest Financial, LLC | 143,333 | $10.4M | 0.16% | −316,524−68.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 141,805 | $10.3M | 0.10% | −162,672−53.4% | Reduced |
| Tower Bridge Advisors | 141,450 | $10.3M | 1.15% | +102,395+262.2% | Added |
| Kestra Advisory Services, LLC | 140,467 | $10.2M | 0.05% | −7,437−5.0% | Reduced |
| Wealthfront Advisers LLC | 138,391 | $10.1M | 0.03% | +8,631+6.7% | Added |
| Employees Provident Fund Board | 135,531 | $9.85M | 0.11% | −1,710,447−92.7% | Reduced |
| Hel Ved Capital Management Ltd | 133,700 | $9.72M | 4.90% | +133,700 | New |
| B. Metzler seel. Sohn & Co. AG | 132,365 | $9.62M | 0.10% | −4,404−3.2% | Reduced |
| Peregrine Investment Management Inc | 130,630 | $9.50M | 7.09% | +4,980+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 129,699 | $9.43M | 0.13% | +769+0.6% | Added |
| Great Lakes Advisors, LLC | 129,408 | $9.41M | 0.08% | −8,876−6.4% | Reduced |
| Nilsine Partners, LLC | 128,223 | $9.32M | 1.02% | +9,022+7.6% | Added |
| PGGM Investments | 128,114 | $9.31M | 0.13% | −80,040−38.5% | Reduced |
| Toroso Investments, LLC | 124,854 | $9.08M | 0.08% | +7,016+6.0% | Added |
| ExodusPoint Capital Management, LP | 124,746 | $9.07M | 0.12% | −80,601−39.3% | Reduced |
| Crossmark Global Holdings, Inc. | 124,616 | $9.06M | 0.16% | −13,099−9.5% | Reduced |
| Baker Ellis Asset Management LLC | 124,330 | $9.04M | 1.30% | −660−0.5% | Reduced |
| Sanctuary Advisors, LLC | 124,107 | $9.02M | 0.06% | −49,780−28.6% | Reduced |
| Level Four Advisory Services, LLC | 123,616 | $8.99M | 0.37% | +17,174+16.1% | Added |
| Nomura Holdings Inc | 122,811 | $8.93M | 0.05% | +1,250+1.0% | Added |
| MUFG Securities EMEA plc | 121,999 | $8.87M | 0.23% | +64,999+114.0% | Added |
| First Citizens Bank & Trust Co | 121,902 | $8.86M | 0.23% | +39,414+47.8% | Added |
| ASR Vermogensbeheer N.V. | 120,076 | $8.73M | 0.13% | +120,076 | New |
| Apriem Advisors | 119,074 | $8.66M | 1.01% | −10,431−8.1% | Reduced |
| Financial Counselors Inc | 118,973 | $8.65M | 0.13% | +6,632+5.9% | Added |
| YHB Investment Advisors, Inc. | 113,707 | $8.27M | 0.69% | +113,707 | New |
| HB Wealth Management, LLC | 113,222 | $8.23M | 0.07% | +9,717+9.4% | Added |
| Prudential PLC | 112,081 | $8.15M | 0.04% | −178,508−61.4% | Reduced |
| Gateway Investment Advisers LLC | 111,495 | $8.11M | 0.09% | +2,102+1.9% | Added |
| Avanza Fonder AB | 108,734 | $8.02M | 0.26% | −14,890−12.0% | Reduced |
| Oregon Public Employees Retirement Fund | 110,309 | $8.02M | 0.15% | +480.0% | Added |
| Prime Capital Investment Advisors, LLC | 110,138 | $8.01M | 0.09% | +59,869+119.1% | Added |
| Winmill & Co. Inc | 109,000 | $7.92M | 2.41% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 108,903 | $7.92M | 2.10% | +2,247+2.1% | Added |
| M&T Bank Corp | 108,450 | $7.88M | 0.03% | −5,116−4.5% | Reduced |