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 |
|---|---|---|---|---|---|
| Himension Fund | 107,931 | $7.85M | 0.67% | −4,414−3.9% | Reduced |
| Laffer Tengler Investments | 107,307 | $7.80M | 1.66% | +1,074+1.0% | Added |
| Viking Fund Management LLC | 107,000 | $7.78M | 1.12% | 00.0% | Unchanged |
| GAM Holding AG | 106,695 | $7.76M | 0.60% | +25,664+31.7% | Added |
| Insight Wealth Strategies, LLC | 105,771 | $7.69M | 1.04% | +2,068+2.0% | Added |
| Brevan Howard Capital Management LP | 105,410 | $7.66M | 0.21% | −22,343−17.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 104,972 | $7.63M | 0.77% | +3,477+3.4% | Added |
| Systematic Alpha Investments, LLC | 104,380 | $7.59M | 0.29% | −10.0% | Reduced |
| LMCG Investments, LLC | 103,267 | $7.51M | 0.50% | −15,133−12.8% | Reduced |
| Jackson Wealth Management, LLC | 103,053 | $7.49M | 0.91% | +2,691+2.7% | Added |
| D.A. Davidson & Co. | 103,002 | $7.49M | 0.06% | +6,848+7.1% | Added |
| Mizuho Securities USA LLC | 102,783 | $7.47M | 0.16% | −19,166−15.7% | Reduced |
| Norinchukin Bank, The | 101,729 | $7.40M | 0.14% | +30,894+43.6% | Added |
| Groupama Asset Managment | 101,806 | $7.39M | 0.15% | −13,315−11.6% | Reduced |
| Baldwin Investment Management, LLC | 101,407 | $7.37M | 0.89% | −1,635−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 101,043 | $7.35M | 0.11% | −7,660−7.0% | Reduced |
| Engineers Gate Manager LP | 100,498 | $7.31M | 0.12% | −238,175−70.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 100,252 | $7.29M | 0.31% | +82,123+453.0% | Added |
| Violich Capital Management, Inc. | 100,250 | $7.29M | 0.98% | +250+0.3% | Added |
| Fiduciary Trust Co | 99,915 | $7.26M | 0.10% | +170+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 99,291 | $7.22M | 0.07% | +2,623+2.7% | Added |
| Thrivent Financial for Lutherans | 96,977 | $7.22M | 0.02% | −144−0.1% | Reduced |
| Fusion Capital, LLC | 98,038 | $7.13M | 2.72% | +223+0.2% | Added |
| GWM Advisors LLC | 97,867 | $7.11M | 0.04% | +14,440+17.3% | Added |
| Advisors Capital Management, LLC | 97,570 | $7.09M | 0.11% | +60,622+164.1% | Added |
| MML Investors Services, LLC | 97,517 | $7.09M | 0.02% | +17,591+22.0% | Added |
| Cullinan Associates Inc | 97,000 | $7.05M | 0.50% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 96,685 | $7.03M | 0.29% | +29,324+43.5% | Added |
| King Luther Capital Management Corp | 96,653 | $7.03M | 0.03% | −7,417−7.1% | Reduced |
| Vinva Investment Management Ltd | 96,568 | $7.01M | 0.29% | −4,588−4.5% | Reduced |
| Science & Technology Partners, L.P. | 96,050 | $6.98M | 2.77% | +96,050 | New |
| LSV Asset Management | 95,960 | $6.98M | 0.02% | +68,080+244.2% | Added |
| Seizert Capital Partners, LLC | 95,886 | $6.97M | 0.32% | −334−0.3% | Reduced |
| Graham Capital Management, L.P. | 95,093 | $6.91M | 0.22% | +82,925+681.5% | Added |
| Socorro Asset Management LP | 94,305 | $6.86M | 2.37% | +3,864+4.3% | Added |
| National Asset Management, Inc. | 93,872 | $6.82M | 0.21% | +6,976+8.0% | Added |
| Taylor Hoffman Capital Management LLC | 92,770 | $6.76M | 2.50% | +970+1.1% | Added |
| TownSquare Capital, LLC | 90,326 | $6.57M | 0.07% | +10,539+13.2% | Added |
| Professional Advisory Services Inc | 89,989 | $6.54M | 0.92% | +89,989 | New |
| McBroom & Associates, LLC | 89,295 | $6.49M | 3.71% | +1,743+2.0% | Added |
| Gotham Asset Management, LLC | 89,207 | $6.49M | 0.05% | −81,376−47.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,136 | $6.41M | 0.68% | +2,104+2.4% | Added |
| Financial Partners Group, LLC | 87,900 | $6.39M | 2.77% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 87,792 | $6.38M | 0.19% | +87,792 | New |
| Harber Asset Management LLC | 87,750 | $6.38M | 2.27% | +87,750 | New |
| Glenview Trust Co | 87,311 | $6.35M | 0.12% | +87,311 | New |
| Carret Asset Management, LLC | 85,990 | $6.25M | 0.71% | −455−0.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 85,927 | $6.25M | 0.71% | −14,073−14.1% | Reduced |
| Illinois Municipal Retirement Fund | 85,570 | $6.22M | 0.09% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 84,574 | $6.16M | 0.18% | −20,630−19.6% | Reduced |
| Central Bank & Trust Co | 84,284 | $6.13M | 1.02% | +84,284 | New |
| Modera Wealth Management, LLC | 84,058 | $6.11M | 0.08% | −3,120−3.6% | Reduced |
| Fred Alger Management, LLC | 83,071 | $6.06M | 0.03% | +7,721+10.2% | Added |
| Capstone Investment Advisors, LLC | 83,289 | $6.06M | 0.06% | −88,543−51.5% | Reduced |
| KWMG, LLC | 83,239 | $6.05M | 0.62% | +83,239 | New |
| Heron Bay Capital Management | 82,735 | $6.01M | 1.26% | −1,795−2.1% | Reduced |
| Rench Wealth Management, Inc. | 82,654 | $6.01M | 2.07% | +1,084+1.3% | Added |
| Aviance Capital Partners, LLC | 82,403 | $5.99M | 0.84% | −15,166−15.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 82,345 | $5.99M | 0.89% | +9,251+12.7% | Added |
| Savoie Capital LLC | 82,800 | $5.98M | 0.71% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 81,743 | $5.96M | 3.22% | +605+0.7% | Added |
| Coldstream Capital Management Inc | 81,478 | $5.92M | 0.13% | +2,074+2.6% | Added |
| Naples Global Advisors, LLC | 80,441 | $5.87M | 0.56% | −422−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 79,139 | $5.75M | 0.05% | +5,959+8.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 78,650 | $5.73M | 0.32% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 78,341 | $5.71M | 0.54% | +658+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 78,274 | $5.71M | 0.22% | +3,019+4.0% | Added |
| Atria Wealth Solutions, Inc. | 78,181 | $5.69M | 0.07% | +11,502+17.2% | Added |
| Hartford Investment Management Co | 78,299 | $5.69M | 0.20% | −1,196−1.5% | Reduced |
| Twinbeech Capital LP | 77,959 | $5.67M | 0.10% | −618,250−88.8% | Reduced |
| GDS Wealth Management | 77,285 | $5.62M | 0.48% | +29,758+62.6% | Added |
| Beacon Pointe Advisors, LLC | 76,570 | $5.57M | 0.06% | +10,562+16.0% | Added |
| Amica Mutual Insurance Co | 75,476 | $5.49M | 0.60% | +10,016+15.3% | Added |
| Sienna Gestion | 77,529 | $5.48M | 0.45% | −9,941−11.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 74,920 | $5.45M | 3.03% | −3,635−4.6% | Reduced |
| Fulcrum Capital LLC | 74,088 | $5.39M | 1.19% | +74,088 | New |
| Institute for Wealth Management, LLC. | 73,713 | $5.36M | 0.69% | +73,713 | New |
| Gulf International Bank (UK) Ltd | 73,560 | $5.35M | 0.18% | −27,661−27.3% | Reduced |
| Sava Infond d.o.o. | 73,000 | $5.31M | 1.01% | +11,800+19.3% | Added |
| Bayesian Capital Management, LP | 72,348 | $5.26M | 0.87% | +72,348 | New |
| Voleon Capital Management LP | 71,678 | $5.21M | 0.41% | −52,856−42.4% | Reduced |
| Jupiter Asset Management Ltd | 71,491 | $5.20M | 0.05% | +71,491 | New |
| Motley Fool Asset Management LLC | 71,339 | $5.19M | 0.29% | +10,140+16.6% | Added |
| Allworth Financial LP | 73,107 | $5.18M | 0.03% | +28,329+63.3% | Added |
| Atria Investments LLC | 71,024 | $5.16M | 0.07% | +14,032+24.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 70,184 | $5.10M | 0.66% | −291−0.4% | Reduced |
| Meridiem Capital Partners LP | 68,676 | $4.99M | 0.55% | −232,264−77.2% | Reduced |
| MAI Capital Management | 68,668 | $4.99M | 0.04% | +4,944+7.8% | Added |
| CCM Investment Group, LLC | 68,739 | $4.99M | 0.53% | −6,383−8.5% | Reduced |
| Commerce Bank | 68,161 | $4.96M | 0.03% | −6,329−8.5% | Reduced |
| Securian Asset Management, Inc | 67,997 | $4.94M | 0.15% | +67,997 | New |
| Foundations Investment Advisors, LLC | 67,836 | $4.93M | 0.09% | −3,150−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,647 | $4.92M | 0.04% | +4,569+7.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 67,597 | $4.91M | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 67,327 | $4.89M | 0.04% | −1,744−2.5% | Reduced |
| CWM, LLC | 66,123 | $4.81M | 0.02% | +16,028+32.0% | Added |
| Caisse des Depots Et Consignations | 66,118 | $4.81M | 0.23% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 65,691 | $4.78M | 0.13% | +4,054+6.6% | Added |
| Advisors Asset Management, Inc. | 64,870 | $4.72M | 0.09% | +18,566+40.1% | Added |
| Marshall & Sullivan Inc | 64,622 | $4.70M | 2.38% | −1,497−2.3% | Reduced |