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
- 1,882
- +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
- 666 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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 22,404 | $2.18M | 1.00% | +130+0.6% | Added |
| Gradient Capital Advisors, LLC | 22,420 | $2.18M | 0.64% | +846+3.9% | Added |
| Landscape Capital Management, L.L.C. | 22,459 | $2.19M | 0.17% | −4,622−17.1% | Reduced |
| Phraction Management LLC | 22,554 | $2.20M | 0.70% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 22,648 | $2.20M | 0.03% | −105−0.5% | Reduced |
| Cloverfields Capital Group, LP | 22,740 | $2.21M | 0.66% | +1,300+6.1% | Added |
| Runnymede Capital Advisors, Inc. | 22,750 | $2.21M | 2.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 22,762 | $2.22M | 0.19% | +20.0% | Added |
| Jane Street Group, LLC | 22,840 | $2.22M | 0.00% | −1,685,621−98.7% | Reduced |
| Invera Wealth Advisors, LLC | 23,013 | $2.24M | 1.46% | −354−1.5% | Reduced |
| Heritage Trust Co | 23,061 | $2.24M | 0.26% | −481−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 23,123 | $2.25M | 0.03% | +19,445+528.7% | Added |
| Icon Wealth Advisors, LLC | 23,205 | $2.26M | 0.16% | +751+3.3% | Added |
| La Banque Postale Asset Management SA | 23,237 | $2.26M | 0.03% | +15,577+203.4% | Added |
| GPS Wealth Strategies Group, LLC | 23,335 | $2.27M | 0.26% | +1,014+4.5% | Added |
| Marble Harbor Investment Counsel, LLC | 23,400 | $2.28M | 0.25% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 23,597 | $2.30M | 2.02% | −538−2.2% | Reduced |
| Diversified Trust Co | 23,750 | $2.31M | 0.05% | +396+1.7% | Added |
| IHT Wealth Management, LLC | 23,833 | $2.32M | 0.06% | +372+1.6% | Added |
| Morse Asset Management, Inc | 23,870 | $2.32M | 0.51% | +300+1.3% | Added |
| Eads & Heald Wealth Management | 24,128 | $2.35M | 1.16% | +814+3.5% | Added |
| NRI Wealth Management LC | 24,191 | $2.35M | 1.42% | +881+3.8% | Added |
| Consolidated Portfolio Review Corp | 24,246 | $2.36M | 0.33% | +2,316+10.6% | Added |
| 180 Wealth Advisors, LLC | 24,293 | $2.36M | 0.33% | −234−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,404 | $2.38M | 0.05% | −4,157−14.6% | Reduced |
| Ronald Blue Trust, Inc. | 24,507 | $2.39M | 0.03% | +4,950+25.3% | Added |
| Cary Street Partners Financial LLC | 24,530 | $2.39M | 0.07% | +613+2.6% | Added |
| Ellsworth Advisors, LLC | 24,540 | $2.39M | 0.58% | +2,460+11.1% | Added |
| Altman Advisors, Inc. | 24,776 | $2.40M | 0.98% | +255+1.0% | Added |
| Perennial Advisors, LLC | 24,650 | $2.40M | 0.45% | −1,050−4.1% | Reduced |
| Matisse Capital | 24,670 | $2.40M | 1.14% | −4,500−15.4% | Reduced |
| Mattson Financial Services, LLC | 24,809 | $2.41M | 0.65% | +1,240+5.3% | Added |
| PKO Investment Management Joint-Stock Co | 25,000 | $2.43M | 0.26% | −60,927−70.9% | Reduced |
| Needham Investment Management LLC | 25,000 | $2.43M | 0.19% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 25,000 | $2.43M | 5.21% | +25,000 | New |
| Wedmont Private Capital | 24,439 | $2.44M | 0.10% | +7,077+40.8% | Added |
| Steel Peak Wealth Management LLC | 25,054 | $2.44M | 0.10% | −17,010−40.4% | Reduced |
| Palouse Capital Management, Inc. | 25,119 | $2.45M | 1.61% | −6,323−20.1% | Reduced |
| Aspetuck Financial Management LLC | 25,210 | $2.45M | 1.85% | −150−0.6% | Reduced |
| Ritholtz Wealth Management | 25,360 | $2.47M | 0.05% | +24+0.1% | Added |
| CWA Asset Management Group, LLC | 25,426 | $2.47M | 0.10% | −6,620−20.7% | Reduced |
| Camden Capital, LLC | 25,445 | $2.48M | 0.23% | +2,318+10.0% | Added |
| Atlas Capital Advisors LLC | 25,500 | $2.48M | 0.30% | −4,752−15.7% | Reduced |
| Meitav Dash Investments Ltd | 25,536 | $2.49M | 0.04% | +25,536 | New |
| Kestra Private Wealth Services, LLC | 25,656 | $2.50M | 0.04% | −330−1.3% | Reduced |
| Savant Capital, LLC | 25,660 | $2.50M | 0.02% | +6,086+31.1% | Added |
| KG&L Capital Management,LLC | 25,662 | $2.50M | 0.74% | −2,430−8.7% | Reduced |
| Webster Bank, N. A. | 25,667 | $2.50M | 0.26% | +981+4.0% | Added |
| Yarbrough Capital, LLC | 25,732 | $2.50M | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 25,793 | $2.51M | 0.16% | +7,322+39.6% | Added |
| Moors & Cabot, Inc. | 25,863 | $2.52M | 0.12% | −2,479−8.7% | Reduced |
| Fortem Financial Group, LLC | 25,925 | $2.52M | 0.81% | +16,301+169.4% | Added |
| Calamos Wealth Management LLC | 25,934 | $2.52M | 0.11% | +1,716+7.1% | Added |
| Callan Family Office, LLC | 26,169 | $2.55M | 0.08% | +14,354+121.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,393 | $2.57M | 0.21% | +245+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 26,432 | $2.57M | 0.84% | +77+0.3% | Added |
| Leavell Investment Management, Inc. | 26,534 | $2.59M | 0.12% | +2,299+9.5% | Added |
| Harfst & Associates, Inc. | 26,662 | $2.60M | 0.54% | −761−2.8% | Reduced |
| Camarda Financial Advisors, LLC | 26,688 | $2.60M | 1.02% | +26,688 | New |
| BancorpSouth Bank | 26,822 | $2.61M | 0.17% | −379−1.4% | Reduced |
| Wood Tarver Financial Group, LLC | 26,870 | $2.62M | 0.79% | 00.0% | Unchanged |
| Advisory Research Inc | 26,991 | $2.63M | 0.40% | +8,659+47.2% | Added |
| Qtron Investments LLC | 27,017 | $2.63M | 0.34% | +1,708+6.7% | Added |
| Wetherby Asset Management Inc | 27,081 | $2.64M | 0.12% | +27,081 | New |
| GAMMA Investing LLC | 27,152 | $2.64M | 0.17% | −2,256−7.7% | Reduced |
| SS&H Financial Advisors, Inc. | 27,160 | $2.64M | 0.88% | −1,750−6.1% | Reduced |
| E&G Advisors, LP | 27,350 | $2.66M | 0.69% | −30−0.1% | Reduced |
| Bessemer Group Inc | 27,371 | $2.66M | 0.00% | −6,671−19.6% | Reduced |
| WealthShield Partners, LLC | 27,458 | $2.67M | 0.32% | +27,458 | New |
| Davenport & Co LLC | 27,527 | $2.68M | 0.01% | −3,516−11.3% | Reduced |
| Exchange Capital Management, Inc. | 27,541 | $2.68M | 0.40% | −955−3.4% | Reduced |
| Convergence Investment Partners, LLC | 27,704 | $2.70M | 0.68% | +7,282+35.7% | Added |
| Intech Investment Management LLC | 27,966 | $2.72M | 0.03% | −7,701−21.6% | Reduced |
| Advyzon Investment Management, LLC | 28,239 | $2.75M | 0.61% | +28,239 | New |
| Boston Private Wealth LLC | 28,255 | $2.75M | 0.15% | +28,255 | New |
| Cypress Capital Group | 28,312 | $2.76M | 0.34% | +2,897+11.4% | Added |
| MUFG Securities Americas Inc. | 28,349 | $2.76M | 0.24% | +5,627+24.8% | Added |
| Hel Ved Capital Management Ltd | 28,450 | $2.77M | 1.25% | −105,250−78.7% | Reduced |
| Glass Wealth Management Co LLC | 28,870 | $2.81M | 1.50% | +2,270+8.5% | Added |
| Everence Capital Management Inc | 28,890 | $2.81M | 0.18% | 00.0% | Unchanged |
| Resources Management Corp | 28,922 | $2.81M | 0.38% | −54−0.2% | Reduced |
| Trust Co of Vermont | 29,110 | $2.83M | 0.13% | −778−2.6% | Reduced |
| Intact Investment Management Inc. | 29,200 | $2.84M | 0.10% | −34,200−53.9% | Reduced |
| Signaturefd, LLC | 29,203 | $2.84M | 0.05% | −3,185−9.8% | Reduced |
| First Business Financial Services, Inc. | 29,280 | $2.85M | 0.26% | −2,153−6.8% | Reduced |
| Qsemble Capital Management, LP | 29,470 | $2.87M | 0.27% | +29,470 | New |
| MWA Asset Management | 29,492 | $2.87M | 1.76% | +6,187+26.5% | Added |
| one8zero8, LLC | 29,540 | $2.88M | 0.68% | −32−0.1% | Reduced |
| J. Stern & Co. LLP | 35,475 | $2.88M | 0.25% | +35,475 | New |
| Groesbeck Investment Management Corp | 29,550 | $2.88M | 5.05% | −1,360−4.4% | Reduced |
| Romano Brothers and Company | 29,685 | $2.89M | 0.36% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 27,481 | $2.89M | 0.51% | −1,690−5.8% | Reduced |
| IFP Advisors, Inc | 29,436 | $2.91M | 0.08% | −15,385−34.3% | Reduced |
| Foster & Motley Inc | 29,917 | $2.91M | 0.17% | +15,859+112.8% | Added |
| Artemis Wealth Advisors, LLC | 30,000 | $2.92M | 0.50% | +30,000 | New |
| Capital Advisors Inc | 30,134 | $2.93M | 0.05% | +207+0.7% | Added |
| BDF-Gestion | 30,154 | $2.94M | 0.33% | +30,154 | New |
| Jackson Square Capital, LLC | 30,225 | $2.94M | 0.65% | −93−0.3% | Reduced |
| Concentric Capital Strategies, LP | 30,298 | $2.95M | 0.17% | −18,473−37.9% | Reduced |
| Maridea Wealth Management LLC | 30,394 | $2.96M | 0.77% | +23,101+316.8% | Added |