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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, Q2 2025

Institutional positions in Lam Research Corp as of Jun 30, 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
1,883
+109 vs. Q1 2025
Shares held
1.06B
+15.0M (+1.4%) vs. Q1 2025
Total value
$102.7B
+$27.2B (+36.0%) vs. Q1 2025
New holders
245
749 more added
Sold out
136
667 more reduced

28 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 1,883 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 heldQ2 2025: $102.7B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2025.

Institutions holding LRCX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dakota Wealth Management11,953$1.16M0.02%−3,020−20.2%Reduced
American State Bank (Iowa)12,000$1.17M0.65%00.0%Unchanged
Boxwood Ventures, Inc.11,990$1.17M1.51%00.0%Unchanged
Buckingham Strategic Partners12,047$1.17M0.02%−1,965−14.0%Reduced
Joel Isaacson & Co., LLC12,071$1.18M0.05%+41+0.3%Added
Orrstown Financial Services Inc12,186$1.19M0.25%+907+8.0%Added
J.W. Cole Advisors, Inc.12,236$1.19M0.03%+337+2.8%Added
Arvest Investments, Inc.12,242$1.19M0.18%−4,776−28.1%Reduced
Centennial Bank12,250$1.19M0.50%−165−1.3%Reduced
LOM Asset Management Ltd12,256$1.19M0.40%+12,256New
Davis Selected Advisers12,280$1.20M0.01%00.0%Unchanged
denkapparat Operations GmbH12,346$1.20M0.96%+1,190+10.7%Added
Prelude Capital Management, LLC12,347$1.20M0.12%+4,391+55.2%Added
ABN AMRO Bank N.V.12,324$1.20M0.02%+280+2.3%Added
Ausdal Financial Partners, Inc.12,408$1.21M0.08%+12,408New
Chicago Capital, LLC12,417$1.21M0.03%−18−0.1%Reduced
ICONIQ Capital, LLC12,426$1.21M0.02%+374+3.1%Added
Bedell Frazier Investment Counseling, LLC12,445$1.21M0.30%−995−7.4%Reduced
Willner & Heller, LLC12,526$1.22M1.03%+1,350+12.1%Added
Clarius Group, LLC12,549$1.22M0.07%−504−3.9%Reduced
Sagespring Wealth Partners, LLC12,558$1.22M0.03%−138−1.1%Reduced
Cigna Investments Inc12,558$1.22M0.21%−371−2.9%Reduced
Financiere des Professionnels - Fonds d,investissement inc.12,636$1.23M0.07%+12,636New
Choate Investment Advisors12,749$1.24M0.03%−51−0.4%Reduced
Aaron Wealth Advisors12,770$1.24M0.13%+1,666+15.0%Added
Brown Brothers Harriman & Co12,799$1.25M0.01%+2,506+24.3%Added
Impax Asset Management Group plc12,813$1.25M0.01%+12,813New
Lake Street Financial LLC12,889$1.25M0.18%−286−2.2%Reduced
Legacy Capital Group California, Inc.12,913$1.26M0.35%−9,091−41.3%Reduced
Renaissance Group LLC12,938$1.26M0.05%−362−2.7%Reduced
AtlasMark Financial, Inc13,000$1.27M0.96%00.0%Unchanged
Legacy Wealth Asset Management, LLC13,242$1.29M0.33%−10.0%Reduced
Regal Investment Advisors LLC13,275$1.29M0.10%−1,180−8.2%Reduced
Brown Financial Advisors13,297$1.29M0.51%+403+3.1%Added
Oakworth Capital, Inc.13,310$1.30M0.08%−39−0.3%Reduced
Resources Investment Advisors, LLC.13,370$1.30M0.01%−407−3.0%Reduced
Gries Financial LLC13,400$1.30M0.24%+1,638+13.9%Added
Milestone Asset Management, LLC13,443$1.31M0.28%+210+1.6%Added
McDaniel Terry & Co13,500$1.31M0.11%−690−4.9%Reduced
Capital Fund Management S.A.13,501$1.31M0.01%−421,505−96.9%Reduced
NorthRock Partners, LLC13,470$1.31M0.03%−2,751−17.0%Reduced
Bridgefront Capital, LLC13,528$1.32M0.35%+4,850+55.9%Added
Kane Investment Management, Inc.13,702$1.34M0.70%−1,215−8.1%Reduced
Sompo Asset Management Co., Ltd.13,760$1.34M0.23%+9,490+222.2%Added
Fidelis Capital Partners, LLC14,067$1.35M0.12%+493+3.6%Added
FCG Investment Co13,924$1.36M0.71%+4,908+54.4%Added
Independent Financial Group, LLC13,944$1.36M0.04%+325+2.4%Added
Kestra Investment Management, LLC15,743$1.36M0.02%+8,689+123.2%Added
Security National Bank of Sioux City Iowa14,061$1.37M0.96%+2,345+20.0%Added
StoneX Group Inc.14,045$1.37M0.07%+8,453+151.2%Added
NVWM, LLC14,090$1.37M0.33%−115−0.8%Reduced
Fulton Bank, N.A.14,146$1.38M0.05%−110−0.8%Reduced
AlphaStar Capital Management, LLC14,204$1.38M0.10%+14,204New
Roberts Capital Advisors, LLC14,230$1.39M1.03%00.0%Unchanged
JT Stratford LLC14,248$1.39M0.21%−312−2.1%Reduced
Argonautica Private Wealth Management, Inc14,283$1.39M0.44%−30−0.2%Reduced
Penobscot Investment Management Company, Inc.14,290$1.39M0.12%00.0%Unchanged
Jacobi Capital Management LLC14,318$1.39M0.09%+610+4.4%Added
First Commonwealth Financial Corp14,450$1.41M0.30%+169+1.2%Added
Wealth Alliance14,465$1.41M0.16%+153+1.1%Added
KRS Capital Management, LLC14,498$1.41M0.94%+14,498New
Central Pacific Bank - Trust Division14,511$1.41M0.18%+11,307+352.9%Added
Norden Group LLC14,567$1.42M0.15%−47,582−76.6%Reduced
Bamco Inc14,568$1.42M0.00%+5,549+61.5%Added
Gold Investment Management Ltd.14,666$1.43M0.54%+5,063+52.7%Added
Great Valley Advisor Group, Inc.14,708$1.43M0.03%−172−1.2%Reduced
Fort Point Capital Partners LLC14,727$1.44M0.14%−98−0.7%Reduced
Dynamic Advisor Solutions LLC14,766$1.44M0.04%+458+3.2%Added
Encompass Wealth Advisors, LLC14,818$1.44M0.53%+70.0%Added
Trust Asset Management LLC14,872$1.45M0.11%00.0%Unchanged
SoundView Advisors Inc.14,968$1.46M0.54%+267+1.8%Added
Cohen Klingenstein LLC15,000$1.46M0.05%00.0%Unchanged
Jefferies Financial Group Inc.15,033$1.46M0.02%+9,345+164.3%Added
Compass Capital Corp19,837$1.48M0.70%00.0%Unchanged
KPP Advisory Services LLC15,220$1.48M0.24%+3,072+25.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.15,259$1.49M0.19%+2,274+17.5%Added
Sand Hill Global Advisors, LLC15,260$1.49M0.06%+15,260New
Chicago Partners Investment Group LLC15,395$1.49M0.04%+863+5.9%Added
Fortis Group Advisors, LLC15,831$1.50M0.27%+15,681+10,454.0%Added
Citizens Financial Group Inc15,507$1.51M0.02%+4,758+44.3%Added
Glen Eagle Advisors, LLC15,520$1.51M0.23%−348−2.2%Reduced
Frank, Rimerman Advisors LLC15,559$1.51M0.10%−18,181−53.9%Reduced
Fiduciary Family Office, LLC15,603$1.52M0.50%+2,939+23.2%Added
Aspire Private Capital, LLC15,624$1.52M0.35%+5,570+55.4%Added
Fort Washington Investment Advisors Inc15,653$1.52M0.01%−4,402−21.9%Reduced
Koss-Olinger Consulting, LLC15,659$1.52M0.13%+19+0.1%Added
Intellectus Partners, LLC15,677$1.53M0.33%+15,677New
We Are One Seven, LLC15,882$1.55M0.05%−676−4.1%Reduced
Trust Co of Oklahoma15,934$1.55M0.49%−9,844−38.2%Reduced
Snowden Capital Advisors LLC15,900$1.55M0.05%−285−1.8%Reduced
Brookstone Capital Management15,946$1.55M0.02%−1,673−9.5%Reduced
Wincap Financial LLC15,950$1.55M1.25%−690−4.1%Reduced
Westpac Banking Corp15,953$1.55M0.10%+5,969+59.8%Added
Goelzer Investment Management, Inc.15,953$1.55M0.09%+15,953New
Salomon & Ludwin, LLC15,790$1.56M0.15%−80−0.5%Reduced
Clearstead Advisors, LLC16,077$1.56M0.02%+1,826+12.8%Added
Concurrent Investment Advisors, LLC16,090$1.57M0.03%+361+2.3%Added
Smithfield Trust Co16,126$1.57M0.07%+462+2.9%Added
Middleton & Co Inc16,231$1.58M0.18%00.0%Unchanged
Synovus Financial Corp16,258$1.58M0.02%+226+1.4%Added