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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 16,264 | $1.58M | 0.82% | −424−2.5% | Reduced |
| Tema ETFs LLC | 16,332 | $1.59M | 0.42% | +948+6.2% | Added |
| Gould Capital, LLC | 16,389 | $1.60M | 1.07% | −10.0% | Reduced |
| Capstone Wealth Management Group LLC | 16,402 | $1.60M | 1.16% | +16,402 | New |
| Valeo Financial Advisors, LLC | 16,174 | $1.60M | 0.04% | +873+5.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,438 | $1.60M | 0.02% | −679,011−97.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,560 | $1.61M | 0.06% | −890−5.1% | Reduced |
| Noesis Capital Mangement Corp | 16,633 | $1.62M | 0.28% | +60+0.4% | Added |
| Delphi Management Inc | 16,662 | $1.62M | 1.57% | −60.0% | Reduced |
| Lathrop Investment Management Corp | 16,740 | $1.63M | 0.31% | −32,611−66.1% | Reduced |
| Novem Group | 16,815 | $1.64M | 0.21% | −3,103−15.6% | Reduced |
| 111 Capital | 16,828 | $1.64M | 0.28% | +6,244+59.0% | Added |
| Parallel Advisors, LLC | 16,843 | $1.64M | 0.03% | −3,688−18.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,845 | $1.64M | 0.39% | −442−2.6% | Reduced |
| Venturi Wealth Management, LLC | 16,870 | $1.64M | 0.08% | −2,287−11.9% | Reduced |
| Brighton Jones LLC | 16,930 | $1.65M | 0.04% | +2,119+14.3% | Added |
| Sloy Dahl & Holst, LLC | 16,930 | $1.65M | 0.23% | −500−2.9% | Reduced |
| Ibex Wealth Advisors | 16,950 | $1.65M | 0.18% | −64−0.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 16,960 | $1.65M | 1.40% | −2,143−11.2% | Reduced |
| Cim Investment Mangement Inc | 19,658 | $1.67M | 0.32% | +9,812+99.7% | Added |
| Caption Management, LLC | 17,200 | $1.67M | 0.15% | +8,200+91.1% | Added |
| Tealwood Asset Management Inc | 17,320 | $1.69M | 0.75% | −387−2.2% | Reduced |
| National Wealth Management Group, LLC | 17,412 | $1.69M | 0.95% | +17,412 | New |
| Concord Wealth Partners | 17,502 | $1.70M | 0.25% | +1,064+6.5% | Added |
| Concord Asset Management, LLC | 17,502 | $1.70M | 0.26% | +1,779+11.3% | Added |
| Checchi Capital Advisers, LLC | 17,566 | $1.71M | 0.12% | −1,216−6.5% | Reduced |
| Triangle Securities Wealth Management | 17,587 | $1.71M | 0.42% | +46+0.3% | Added |
| Equitable Holdings, Inc. | 17,621 | $1.72M | 0.01% | +11,652+195.2% | Added |
| Alps Advisors Inc | 17,658 | $1.72M | 0.01% | +121+0.7% | Added |
| Arista Wealth Management, LLC | 17,661 | $1.72M | 0.24% | +17,661 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17,741 | $1.73M | 0.00% | +1,116+6.7% | Added |
| Tradition Wealth Management, LLC | 17,751 | $1.73M | 0.14% | −144−0.8% | Reduced |
| Prudent Man Advisors, LLC | 17,752 | $1.73M | 0.55% | +2,993+20.3% | Added |
| Belpointe Asset Management LLC | 17,783 | $1.73M | 0.07% | −1,547−8.0% | Reduced |
| Fayez Sarofim & Co | 17,805 | $1.73M | 0.00% | +4,805+37.0% | Added |
| One Charles Private Wealth Services, LLC | 17,900 | $1.74M | 0.49% | +13,900+347.5% | Added |
| Sigma Planning Corp | 18,208 | $1.77M | 0.05% | +272+1.5% | Added |
| VestGen Advisors, LLC | 18,332 | $1.78M | 0.07% | +13,505+279.8% | Added |
| Tocqueville Asset Management L.P. | 18,361 | $1.79M | 0.03% | −389−2.1% | Reduced |
| Global Retirement Partners, LLC | 18,472 | $1.80M | 0.04% | +18,472 | New |
| Sig Brokerage, LP | 18,722 | $1.82M | 0.50% | +6,136+48.8% | Added |
| Shelton Wealth Management, LLC | 18,734 | $1.82M | 0.92% | +982+5.5% | Added |
| Harbor Capital Advisors, Inc. | 18,754 | $1.83M | 0.08% | −110−0.6% | Reduced |
| WCG Wealth Advisors LLC | 18,805 | $1.83M | 0.12% | −1,693−8.3% | Reduced |
| Syon Capital LLC | 18,900 | $1.84M | 0.12% | +1,421+8.1% | Added |
| Mirador Capital Partners LP | 18,919 | $1.84M | 0.30% | −295−1.5% | Reduced |
| Smartleaf Asset Management LLC | 18,959 | $1.84M | 0.16% | −3,475−15.5% | Reduced |
| Change Path, LLC | 18,933 | $1.84M | 0.05% | +5,529+41.2% | Added |
| Kuhn & Co Investment Counsel | 19,191 | $1.87M | 1.41% | +77+0.4% | Added |
| Johnson Investment Counsel Inc | 19,212 | $1.87M | 0.02% | −242−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,234 | $1.87M | 0.06% | −127−0.7% | Reduced |
| Cresset Asset Management, LLC | 19,191 | $1.87M | 0.01% | −8,298−30.2% | Reduced |
| Farmers & Merchants Investments Inc | 19,250 | $1.87M | 0.05% | −650−3.3% | Reduced |
| Albert D Mason Inc | 19,256 | $1.87M | 1.36% | −1,616−7.7% | Reduced |
| Trustmark National Bank Trust Department | 19,356 | $1.88M | 0.13% | −410−2.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,391 | $1.89M | 0.22% | −657−3.3% | Reduced |
| Paradigm Asset Management Co LLC | 19,600 | $1.91M | 0.47% | +19,600 | New |
| MBM Wealth Consultants, LLC | 19,877 | $1.93M | 0.52% | +4,088+25.9% | Added |
| Cornerstone Advisors, LLC | 20,000 | $1.95M | 0.07% | −36,000−64.3% | Reduced |
| Sora Investors LLC | 20,001 | $1.95M | 0.18% | +20,001 | New |
| Farther Finance Advisors, LLC | 20,120 | $1.96M | 0.04% | −1,645−7.6% | Reduced |
| L2 Asset Management, LLC | 20,129 | $1.96M | 0.32% | +20,129 | New |
| Regions Financial Corp | 20,144 | $1.96M | 0.01% | +236+1.2% | Added |
| STF Management LP | 20,152 | $1.96M | 0.77% | +510+2.6% | Added |
| Applied Finance Capital Management, LLC | 20,171 | $1.96M | 0.13% | −562−2.7% | Reduced |
| Sowell Financial Services LLC | 20,273 | $1.97M | 0.08% | +226+1.1% | Added |
| Leelyn Smith, LLC | 20,327 | $1.98M | 0.32% | +398+2.0% | Added |
| Weatherly Asset Management L. P. | 20,365 | $1.99M | 0.17% | +15+0.1% | Added |
| Keudell/Morrison Wealth Management | 20,525 | $2.00M | 0.44% | +45+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 20,616 | $2.01M | 0.05% | −39−0.2% | Reduced |
| Stokes Family Office, LLC | 20,661 | $2.01M | 0.21% | +180+0.9% | Added |
| Circle Wealth Management, LLC | 20,723 | $2.02M | 0.04% | +427+2.1% | Added |
| Trust Co of Toledo NA | 20,740 | $2.02M | 0.22% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 20,771 | $2.03M | 0.91% | −430−2.0% | Reduced |
| Alternative Investment Advisors, LLC. | 20,896 | $2.03M | 1.01% | −720−3.3% | Reduced |
| Oak Grove Capital LLC | 20,900 | $2.03M | 0.47% | −4,800−18.7% | Reduced |
| Spire Wealth Management | 21,219 | $2.04M | 0.07% | +14,503+215.9% | Added |
| Integrated Advisors Network LLC | 20,931 | $2.04M | 0.09% | +3,482+20.0% | Added |
| Wedbush Securities Inc | 20,968 | $2.04M | 0.07% | +3,425+19.5% | Added |
| Beaumont Financial Advisors, LLC | 21,021 | $2.05M | 0.15% | +52+0.2% | Added |
| Matthews International Capital Management LLC | 21,169 | $2.06M | 0.47% | −15,435−42.2% | Reduced |
| Platform Technology Partners | 21,179 | $2.06M | 0.54% | +1,000+5.0% | Added |
| Canada Post Corp Registered Pension Plan | 21,200 | $2.06M | 0.12% | +21,200 | New |
| Krilogy Financial LLC | 21,217 | $2.07M | 0.12% | +21,217 | New |
| BankPlus Trust Department | 21,276 | $2.07M | 0.61% | +592+2.9% | Added |
| Spirepoint Private Client, LLC | 21,346 | $2.08M | 0.23% | +30.0% | Added |
| TCW Group Inc | 21,376 | $2.08M | 0.02% | −177,565−89.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 21,455 | $2.09M | 0.15% | −143−0.7% | Reduced |
| Nwam LLC | 22,113 | $2.10M | 0.12% | +8,490+62.3% | Added |
| Pensionfund Sabic | 21,600 | $2.10M | 0.60% | −2,600−10.7% | Reduced |
| Lindenwold Advisors | 21,674 | $2.11M | 1.10% | +261+1.2% | Added |
| LCNB Corp | 21,704 | $2.11M | 0.74% | +1,324+6.5% | Added |
| Catalytic Wealth RIA, LLC | 21,723 | $2.11M | 0.17% | +18,552+585.1% | Added |
| Central Trust Co | 21,897 | $2.13M | 0.05% | −600−2.7% | Reduced |
| Cypress Capital, LLC | 21,913 | $2.13M | 0.62% | +351+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 21,914 | $2.14M | 0.02% | +7,304+50.0% | Added |
| HighPoint Advisor Group LLC | 21,997 | $2.14M | 0.11% | +514+2.4% | Added |
| Signature Resources Capital Management, LLC | 22,074 | $2.15M | 1.31% | +74+0.3% | Added |
| Coastal Bridge Advisors, LLC | 22,128 | $2.15M | 0.18% | +1,936+9.6% | Added |
| Mach-1 Financial Group, Inc. | 22,267 | $2.17M | 0.63% | +3,081+16.1% | Added |