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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.

Institutional holdersQ1 2025: 1,802 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ1 2025: $75.8B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2024.

Institutions holding LRCX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pittenger & Anderson Inc63,487$4.62M0.17%+6,096+10.6%Added
Means Investment Co., Inc.63,445$4.61M0.49%−69,256−52.2%Reduced
Intact Investment Management Inc.63,400$4.61M0.16%−1,000−1.6%Reduced
NJ State Employees Deferred Compensation Plan63,250$4.60M0.59%00.0%Unchanged
Soltis Investment Advisors LLC62,794$4.57M0.41%+829+1.3%Added
Norden Group LLC62,149$4.52M0.52%+2,652+4.5%Added
Whittier Trust Co61,636$4.48M0.06%−1,183−1.9%Reduced
Fort Sheridan Advisors LLC61,046$4.44M0.67%−172−0.3%Reduced
Private Advisor Group, LLC60,701$4.41M0.03%+5,664+10.3%Added
Conning Inc.60,613$4.41M0.15%−7,443−10.9%Reduced
Marco Investment Management LLC60,270$4.38M0.41%−40,000−39.9%Reduced
River Wealth Advisors LLC60,171$4.37M0.61%−4,304−6.7%Reduced
Siemens Fonds Invest GmbH60,125$4.37M0.30%+60,125New
New Mexico Educational Retirement Board60,130$4.37M0.16%−2,000−3.2%Reduced
Maryland State Retirement & Pension System60,111$4.37M0.10%−8,787−12.8%Reduced
F/M Investments LLC59,809$4.35M0.17%+59,809New
Lombard Odier Asset Management (Switzerland) SA59,717$4.34M0.25%+16,723+38.9%Added
E Fund Management Co., Ltd.59,713$4.34M0.21%+17,779+42.4%Added
Bailard, Inc.59,663$4.34M0.11%−1,224−2.0%Reduced
Occudo Quantitative Strategies LP59,520$4.32M0.57%+7,559+14.5%Added
Fisher Funds Management LTD59,370$4.32M0.10%00.0%Unchanged
Diversify Wealth Management, LLC60,205$4.27M0.32%+8,719+16.9%Added
Johnson Financial Group, Inc.58,523$4.27M0.21%−1,001−1.7%Reduced
Brinker Capital Investments, LLC58,104$4.22M0.04%+5,096+9.6%Added
Orion Portfolio Solutions, LLC58,104$4.22M0.04%+5,096+9.6%Added
American Trust Investment Advisors, LLC57,997$4.22M1.76%+970+1.7%Added
Joseph Group Capital Management57,517$4.18M1.60%+6,981+13.8%Added
Omers Administration Corp57,394$4.17M0.04%−18,900−24.8%Reduced
Hennion & Walsh Asset Management, Inc.57,217$4.16M0.18%+8,294+17.0%Added
Investment Management Corp of Ontario57,083$4.15M0.08%+57,083New
Bowie Capital Management, LLC56,880$4.14M0.21%+56,880New
Banque Cantonale Vaudoise56,828$4.13M0.18%+56,828New
E. Ohman J:or Asset Management AB56,450$4.10M0.11%−2,500−4.2%Reduced
T. Rowe Price Investment Management, Inc.56,397$4.10M0.00%−90,883−61.7%Reduced
Shell Asset Management Co56,403$4.10M0.19%−4,544−7.5%Reduced
Van Hulzen Asset Management, LLC56,390$4.10M0.37%−800−1.4%Reduced
EFG Asset Management (North America) Corp.56,032$4.07M0.68%−8,905−13.7%Reduced
Park Avenue Securities LLC56,015$4.07M0.05%+3,085+5.8%Added
Cornerstone Advisors, LLC56,000$4.07M0.18%00.0%Unchanged
Nutshell Asset Management Ltd56,000$4.07M2.12%+56,000New
Charter Trust Co55,747$4.05M0.27%+55,747New
Kingsview Wealth Management, LLC55,267$4.02M0.08%−1,015−1.8%Reduced
Exchange Traded Concepts, LLC55,140$4.01M0.07%−654−1.2%Reduced
Greenleaf Trust55,108$4.01M0.04%+1,196+2.2%Added
Wealthcare Advisory Partners LLC54,652$3.97M0.11%+54,652New
Morton Community Bank54,300$3.95M1.03%−905−1.6%Reduced
Ameritas Investment Partners, Inc.54,247$3.94M0.14%+773+1.4%Added
Tower Research Capital LLC (TRC)54,106$3.93M0.12%−111,375−67.3%Reduced
Argent Trust Co54,090$3.93M0.16%+704+1.3%Added
Blair William & Co53,832$3.91M0.01%−10,280−16.0%Reduced
AG2R la Mondiale Gestion D'Actifs47,972$3.88M0.21%+47,972New
NorthCrest Asset Manangement, LLC52,925$3.85M0.12%−538−1.0%Reduced
Ballentine Partners, LLC52,894$3.85M0.07%+5,192+10.9%Added
Nikulski Financial, Inc.52,724$3.83M1.16%+551+1.1%Added
Mission Wealth Management, LP52,539$3.82M0.10%+796+1.5%Added
Bristlecone Advisors, LLC52,453$3.81M0.31%−877−1.6%Reduced
Silvant Capital Management LLC52,364$3.81M0.18%00.0%Unchanged
Roanoke Asset Management Corp52,170$3.79M1.30%00.0%Unchanged
Kempen Capital Management N.V.51,927$3.78M0.04%+1,650+3.3%Added
Point72 Europe (London) LLP51,500$3.74M0.26%−48,700−48.6%Reduced
Midwest Professional Planners, LTD.51,493$3.74M1.16%−562−1.1%Reduced
Rodgers Brothers Inc.51,400$3.74M0.50%−1,000−1.9%Reduced
Bokf, NA51,289$3.73M0.07%−19,371−27.4%Reduced
Sterling Capital Management LLC51,017$3.71M0.06%−44,787−46.7%Reduced
JB Capital LLC50,345$3.66M0.20%+50,345New
Crown Advisors Management, Inc.50,000$3.63M3.20%00.0%Unchanged
Valliance Asset Management Ltd50,000$3.63M13.77%+50,000New
Plato Investment Management Ltd49,343$3.63M0.31%−5,342−9.8%Reduced
Stiles Financial Services Inc49,666$3.61M1.39%+2,096+4.4%Added
Aptus Capital Advisors, LLC49,639$3.61M0.04%+11,269+29.4%Added
China Universal Asset Management Co., Ltd.49,505$3.61M0.34%+10,565+27.1%Added
Azzad Asset Management Inc49,527$3.60M0.42%+49,527New
Lathrop Investment Management Corp49,351$3.59M0.71%−4,879−9.0%Reduced
Brentview Investment Management LLC49,302$3.58M1.91%+2,067+4.4%Added
Katamaran Capital LLP49,136$3.57M4.65%+49,136New
Unigestion Holding SA48,928$3.56M0.21%+48,928New
Concentric Capital Strategies, LP48,771$3.55M0.36%−135,910−73.6%Reduced
Horizon Investments, LLC48,734$3.54M0.11%+25,593+110.6%Added
Allstate Corp48,308$3.51M0.10%+48,308New
Arkadios Wealth Advisors48,279$3.51M0.13%+3,648+8.2%Added
Jones Financial Companies LLLP48,284$3.51M0.00%+14,480+42.8%Added
Rockline Wealth Management, LLC48,012$3.49M0.97%+2,551+5.6%Added
Hohimer Wealth Management, LLC47,882$3.48M0.68%+3,098+6.9%Added
Cinctive Capital Management LP47,879$3.48M0.28%+47,879New
Pacifica Partners Inc.53,330$3.48M1.59%−685−1.3%Reduced
CAPROCK Group, Inc.47,580$3.47M0.11%+9,054+23.5%Added
Avantax Advisory Services, Inc.47,336$3.44M0.02%+7,929+20.1%Added
1832 Asset Management L.P.47,317$3.44M0.01%−4,397−8.5%Reduced
Soros Capital Management LLC47,314$3.44M0.88%+47,314New
Cable Hill Partners, LLC47,884$3.43M0.34%+115+0.2%Added
CCM Investment Advisers LLC46,635$3.39M0.42%−1,725−3.6%Reduced
Mount Yale Investment Advisors, LLC46,621$3.39M0.29%−2,941−5.9%Reduced
Neo Ivy Capital Management46,592$3.39M1.08%+26,678+134.0%Added
Empirical Finance, LLC46,397$3.37M0.20%+679+1.5%Added
Kinneret Advisory, LLC46,233$3.37M0.34%−156−0.3%Reduced
Eisler Capital Management Ltd.46,367$3.37M0.10%−45,791−49.7%Reduced
Quadrant Capital Group LLC45,746$3.33M0.12%+25,916+130.7%Added
Abn Amro Investment Solutions45,598$3.31M0.07%+12,275+36.8%Added
Aigen Investment Management, LP45,492$3.31M0.53%+766+1.7%Added
Capital Investment Advisors, LLC45,139$3.28M0.06%+9,846+27.9%Added