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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.

Q2 2025 vs. Q1 2025

How the institutions holding Lam Research Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of LRCX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,802281,883+109
Shares1.04B2.67M1.06B+15.0M (+1.4%)
Value$75.8B$193.9M$102.7B+$27.2B (+36.0%)

28 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (245)

Institutions that held Lam Research Corp at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 245 by value.

Institutions new to LRCX in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB3,142,714$305.9M0.34%
Polar Capital Holdings Plc1,391,611$135.5M0.71%
Arrowstreet Capital, Limited Partnership1,286,887$125.3M0.09%
Glenmede Investment Management, LP885,080$86.2M0.44%
Atalanta Sosnoff Capital, LLC672,351$65.4M1.33%
Driehaus Capital Management LLC575,535$56.0M0.45%
Junto Capital Management LP490,491$47.7M1.01%
Trybe Capital Management LP336,041$32.7M7.98%
Spinecap SAS332,999$32.4M16.87%
AustralianSuper Pty Ltd324,996$31.6M0.16%
Nearwater Capital Markets, Ltd320,000$31.1M0.50%
Aquatic Capital Management LLC284,732$27.7M0.56%
Manchester Global Management (UK) Ltd220,436$21.5M3.09%
Polar Asset Management Partners Inc.218,970$21.3M0.53%
Paradiem, LLC205,809$20.0M5.06%
Genus Capital Management Inc.148,720$14.5M1.84%
Midwest Trust Co121,059$11.8M0.16%
Moore Capital Management, LP101,500$9.88M0.20%
Fiera Capital Corp94,653$9.21M0.03%
Mizuho Securities USA LLC88,401$8.60M0.18%
Northwest Bancshares, Inc.70,862$6.90M1.20%
Heartland Advisors Inc69,803$6.79M0.38%
Zweig-DiMenna Associates LLC62,672$6.10M0.63%
Simplicity Wealth,LLC62,314$6.07M0.25%
MASTERINVEST Kapitalanlage GmbH62,009$6.04M0.63%
Westerkirk Capital Inc.47,617$4.64M0.57%
Employees Retirement System of Texas47,384$4.61M0.04%
Vise Technologies, Inc.45,206$4.40M0.18%
BLI - Banque de Luxembourg Investments43,700$4.25M0.12%
Farmers Trust Co43,574$4.24M0.79%
Summit Trail Advisors, LLC38,963$3.80M0.07%
Barometer Capital Management Inc.38,260$3.72M1.03%
Shoker Investment Counsel, Inc.33,093$3.22M1.01%
BDF-Gestion30,154$2.94M0.33%
Artemis Wealth Advisors, LLC30,000$2.92M0.50%
J. Stern & Co. LLP35,475$2.88M0.25%
Qsemble Capital Management, LP29,470$2.87M0.27%
Boston Private Wealth LLC28,255$2.75M0.15%
Advyzon Investment Management, LLC28,239$2.75M0.61%
WealthShield Partners, LLC27,458$2.67M0.32%
Wetherby Asset Management Inc27,081$2.64M0.12%
Camarda Financial Advisors, LLC26,688$2.60M1.02%
Meitav Dash Investments Ltd25,536$2.49M0.04%
Connective Portfolio Management, LLC25,000$2.43M5.21%
Krilogy Financial LLC21,217$2.07M0.12%
Canada Post Corp Registered Pension Plan21,200$2.06M0.12%
L2 Asset Management, LLC20,129$1.96M0.32%
Sora Investors LLC20,001$1.95M0.18%
Paradigm Asset Management Co LLC19,600$1.91M0.47%
Global Retirement Partners, LLC18,472$1.80M0.04%
Arista Wealth Management, LLC17,661$1.72M0.24%
National Wealth Management Group, LLC17,412$1.69M0.95%
Capstone Wealth Management Group LLC16,402$1.60M1.16%
Goelzer Investment Management, Inc.15,953$1.55M0.09%
Intellectus Partners, LLC15,677$1.53M0.33%
Sand Hill Global Advisors, LLC15,260$1.49M0.06%
KRS Capital Management, LLC14,498$1.41M0.94%
AlphaStar Capital Management, LLC14,204$1.38M0.10%
Impax Asset Management Group plc12,813$1.25M0.01%
Financiere des Professionnels - Fonds d,investissement inc.12,636$1.23M0.07%
Ausdal Financial Partners, Inc.12,408$1.21M0.08%
LOM Asset Management Ltd12,256$1.19M0.40%
Accurate Wealth Management, LLC11,504$1.16M0.18%
Archford Capital Strategies, LLC11,100$1.08M0.14%
Strathmore Capital Advisors, Inc.9,778$975.9K0.43%
Oliver Lagore Vanvalin Investment Group13,278$965.3K0.38%
Gsa Capital Partners LLP9,324$908.0K0.06%
Vista Investment Partners LLC9,177$893.3K0.26%
Inscription Capital, LLC8,823$858.9K0.12%
Private Wealth Partners, LLC8,705$847.3K0.07%
Lingohr & Partner Asset Management GmbH8,622$839.0K1.52%
Volterra Technologies LP8,131$791.5K1.07%
Martingale Asset Management L P8,056$784.2K0.02%
Octahedron Capital Management L.P.8,000$778.7K0.59%
Strategic Wealth Partners, Ltd.7,880$767.1K0.06%
Fulcrum Asset Management LLP7,405$720.8K0.21%
Stevens Capital Management LP7,081$689.0K0.19%
Militia Capital Partners, LP7,000$681.4K0.32%
Sender Co & Partners, Inc.6,931$674.7K0.19%
Whalen Wealth Management Inc.6,626$645.0K0.40%
Carnegie Capital Asset Management, LLC6,566$639.1K0.01%
RMB Capital Management, LLC6,523$636.5K0.01%
Cove Private Wealth, LLC5,760$560.7K0.20%
Axq Capital, LP5,676$552.5K0.18%
Menard Financial Group LLC5,325$518.3K0.31%
Lighthouse Investment Partners, LLC5,166$502.9K0.02%
IPG Investment Advisors LLC4,980$485.4K0.09%
Vestmark Advisory Solutions, Inc.4,962$483.0K0.01%
Lewis Asset Management, LLC4,856$472.7K0.22%
Banque Transatlantique SA4,750$462.4K0.01%
Clear Harbor Asset Management, LLC4,494$437.4K0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,475$435.6K0.06%
Principal Street Partners, LLC4,252$413.9K0.04%
Rydar Equities, Inc.4,185$407.3K0.32%
Tactive Advisors, LLC4,180$406.9K0.13%
TCG Advisory Services, LLC4,162$405.2K0.01%
Horizon Bancorp Inc4,000$389.0K0.20%
King Wealth4,000$389.0K0.05%
Sterling Investment Advisors, Ltd.3,991$388.5K0.09%
Symphony Financial, Ltd. Co.4,098$385.3K0.05%

Sold out (136)

Institutions that held Lam Research Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 136 by value.

Institutions that sold out of LRCX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Woodline Partners LP1,980,610$144.0M
Achmea Investment Management B.V.844,023$61.4M
Westfield Capital Management Co LP736,520$53.5M
HRT Financial LP479,318$34.8M
Qube Research & Technologies Ltd425,921$31.0M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners403,000$29.3M
Corebridge Financial, Inc.398,454$29.0M
Maplelane Capital, LLC371,000$27.0M
Tudor Investment Corp Et Al304,505$22.1M
Cincinnati Financial Corp277,240$20.2M
Quadrature Capital Ltd211,646$15.4M
Hudson Bay Capital Management LP173,648$12.6M
DeepCurrents Investment Group LLC167,361$12.2M
PGGM Investments128,114$9.31M
Financial Counselors Inc118,973$8.65M
Mirae Asset Securities (USA) Inc.100,252$7.29M
Twinbeech Capital LP77,959$5.67M
Bayesian Capital Management, LP72,348$5.26M
Nutshell Asset Management Ltd56,000$4.07M
Valliance Asset Management Ltd50,000$3.63M
Soros Capital Management LLC47,314$3.44M
Neo Ivy Capital Management46,592$3.39M
Aigen Investment Management, LP45,492$3.31M
TrimTabs Asset Management, LLC42,615$3.10M
Sanders Morris Harris LLC42,420$3.09M
Aster Capital Management (DIFC) Ltd39,953$3.07M
Group One Trading, L.P.41,747$3.04M
Mirabella Financial Services LLP40,827$2.97M
Laurion Capital Management LP33,419$2.43M
Rule One Partners, LLC32,000$2.33M
L & S Advisors Inc31,704$2.30M
United Services Automobile Association30,155$2.19M
Paragon Advisors, LLC28,645$2.08M
Greater Midwest Financial Group, LLC25,045$1.82M
Keystone Investors Pte Ltd24,718$1.80M
Wolverine Asset Management LLC23,332$1.70M
Abc Arbitrage SA21,549$1.57M
PDT Partners, LLC21,234$1.54M
CenterStar Asset Management, LLC20,917$1.52M
Cutter & CO Brokerage, Inc.20,342$1.48M
Little House Capital LLC19,199$1.40M
Capital Investment Counsel, Inc18,380$1.34M
Highview Capital Management LLC16,831$1.22M
Signal Advisors Wealth, LLC16,262$1.18M
Alta Wealth Advisors LLC15,845$1.15M
Econ Financial Services Corp15,447$1.12M
IMC-Chicago, LLC14,405$1.05M
Dynamic Technology Lab Private Ltd14,394$1.05M
Integrity Alliance, LLC.13,102$952.5K
Fairbanks Capital Management, Inc.12,951$941.5K
Advisor Resource Council13,366$940.3K
PEAK6 LLC12,520$910.2K
HAP Trading, LLC12,467$906.4K
Goodman Advisory Group, LLC11,731$852.8K
Nebula Research & Development LLC11,227$816.2K
Simon Quick Advisors, LLC11,212$815.1K
Crew Capital Management, Ltd.11,134$809.4K
Grant Private Wealth Management Inc10,960$796.8K
Scientech Research LLC10,312$749.7K
Hillsdale Investment Management Inc.10,220$743.0K
Cito Capital Group, LLC10,100$737.0K
Burford Brothers, Inc.9,459$687.7K
Tyche Wealth Partners LLC8,912$647.9K
Catalyst Funds Management Pty Ltd8,640$628.1K
Legacy Advisors, LLC9,721$617.5K
ISAM Funds (UK) Ltd8,273$601.4K
Transcend Wealth Collective, LLC8,065$586.3K
Pathway Financial Advisors LLC7,850$570.7K
Centiva Capital, LP7,846$570.4K
Teza Capital Management LLC6,732$489.4K
Readystate Asset Management LP6,639$482.7K
Transatlantique Private Wealth LLC6,444$468.5K
Lifeworks Advisors, LLC6,372$463.3K
Two Sigma Securities, LLC6,224$452.5K
Sciencast Management LP6,121$445.0K
Aft, Forsyth & Company, Inc.5,403$392.8K
CSS LLC5,334$387.8K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.5,100$370.8K
Capula Management Ltd5,070$368.6K
Sumitomo Mitsui Financial Group, Inc.4,750$344.9K
Caitlin John, LLC4,742$344.7K
Tennessee Valley Asset Management Partners4,205$305.7K
Legacy Wealth Management, LLC3,980$289.3K
Fieldview Capital Management, LLC3,898$283.4K
Benchmark Financial Wealth Advisors, LLC3,687$268.1K
Rockland Trust Co3,560$258.8K
Capital Wealth Planning, LLC3,505$254.8K
Hexagon Capital Partners LLC3,487$253.5K
R Squared Ltd3,450$250.8K
Connor, Clark & Lunn Investment Management Ltd.3,367$244.8K
Verus Capital Partners, LLC3,314$241.0K
Indie Asset Partners, LLC3,262$237.2K
First Foundation Advisors3,233$235.0K
Smith Thornton Advisors LLC3,200$232.6K
Main Street Financial Solutions, LLC3,114$226.4K
Oak Thistle LLC3,086$224.4K
Osborne Partners Capital Management, LLC3,071$223.3K
CMT Capital Markets Trading GmbH3,031$220.0K
PharVision Advisers, LLC3,002$218.2K
Builder Investment Group Inc3,000$218.1K

Not filed for Q2 2025 yet (28)

Institutions that held Lam Research Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.