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 6 sales; 3,142 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 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| Heartland Advisors Inc | 69,803 | $6.79M | 0.38% | +69,803 | New |
| Beacon Pointe Advisors, LLC | 70,239 | $6.84M | 0.07% | −6,331−8.3% | Reduced |
| Kempen Capital Management N.V. | 70,828 | $6.89M | 0.07% | +18,901+36.4% | Added |
| Northwest Bancshares, Inc. | 70,862 | $6.90M | 1.20% | +70,862 | New |
| Prudential PLC | 71,086 | $6.92M | 0.04% | −40,995−36.6% | Reduced |
| Prospera Financial Services Inc | 71,133 | $6.93M | 0.13% | +61,260+620.5% | Added |
| Pittenger & Anderson Inc | 71,590 | $6.97M | 0.25% | +8,103+12.8% | Added |
| Diversify Wealth Management, LLC | 66,446 | $7.00M | 0.43% | +6,241+10.4% | Added |
| Socorro Asset Management LP | 72,216 | $7.03M | 2.35% | −22,089−23.4% | Reduced |
| Foundations Investment Advisors, LLC | 72,467 | $7.05M | 0.11% | +4,631+6.8% | Added |
| Institute for Wealth Management, LLC. | 73,473 | $7.15M | 0.80% | −240−0.3% | Reduced |
| Savoie Capital LLC | 74,400 | $7.24M | 0.90% | −8,400−10.1% | Reduced |
| Sitrin Capital Management LLC | 74,594 | $7.28M | 3.71% | −7,149−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 74,775 | $7.28M | 0.06% | −4,364−5.5% | Reduced |
| Advisors Asset Management, Inc. | 74,899 | $7.29M | 0.13% | +10,029+15.5% | Added |
| Sava Infond d.o.o. | 75,250 | $7.32M | 1.14% | +2,250+3.1% | Added |
| Amica Mutual Insurance Co | 75,476 | $7.35M | 0.71% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 75,514 | $7.37M | 0.26% | −2,760−3.5% | Reduced |
| Tritonpoint Wealth, LLC | 76,168 | $7.43M | 0.69% | −2,173−2.8% | Reduced |
| Hartford Investment Management Co | 77,162 | $7.51M | 0.24% | −1,137−1.5% | Reduced |
| Sienna Gestion | 84,670 | $7.52M | 0.52% | +7,141+9.2% | Added |
| Fulcrum Capital LLC | 77,988 | $7.59M | 1.61% | +3,900+5.3% | Added |
| Atria Investments LLC | 78,209 | $7.61M | 0.09% | +7,185+10.1% | Added |
| National Asset Management, Inc. | 79,282 | $7.72M | 0.37% | −14,590−15.5% | Reduced |
| Central Bank & Trust Co | 80,106 | $7.80M | 1.27% | −4,178−5.0% | Reduced |
| Cinctive Capital Management LP | 80,539 | $7.84M | 0.44% | +32,660+68.2% | Added |
| Naples Global Advisors, LLC | 80,579 | $7.86M | 0.68% | +138+0.2% | Added |
| Illinois Municipal Retirement Fund | 80,904 | $7.88M | 0.11% | −4,666−5.5% | Reduced |
| Motley Fool Asset Management LLC | 81,686 | $7.95M | 0.37% | +10,347+14.5% | Added |
| Voleon Capital Management LP | 82,252 | $8.01M | 0.44% | +10,574+14.8% | Added |
| Kentucky Retirement Systems | 82,392 | $8.02M | 0.23% | −5,400−6.2% | Reduced |
| Wolverine Trading, LLC | 83,062 | $8.07M | 0.20% | +59,341+250.2% | Added |
| Rench Wealth Management, Inc. | 83,015 | $8.08M | 2.56% | +361+0.4% | Added |
| Aviance Capital Partners, LLC | 83,288 | $8.11M | 1.06% | +885+1.1% | Added |
| Modera Wealth Management, LLC | 83,362 | $8.11M | 0.10% | −696−0.8% | Reduced |
| Carret Asset Management, LLC | 83,616 | $8.14M | 0.87% | −2,374−2.8% | Reduced |
| KWMG, LLC | 84,987 | $8.27M | 0.78% | +1,748+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,561 | $8.34M | 0.06% | +54,437+174.9% | Added |
| Himension Fund | 86,051 | $8.38M | 0.65% | −21,880−20.3% | Reduced |
| Professional Advisory Services Inc | 86,769 | $8.45M | 1.15% | −3,220−3.6% | Reduced |
| Financial Partners Group, LLC | 87,517 | $8.52M | 3.08% | −383−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 88,090 | $8.57M | 1.01% | +5,745+7.0% | Added |
| Allworth Financial LP | 88,251 | $8.59M | 0.04% | +15,144+20.7% | Added |
| Mizuho Securities USA LLC | 88,401 | $8.60M | 0.18% | +88,401 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,743 | $8.64M | 0.85% | +607+0.7% | Added |
| Jain Global LLC | 88,744 | $8.64M | 0.13% | −72,387−44.9% | Reduced |
| Voloridge Investment Management, LLC | 89,934 | $8.75M | 0.03% | −1,059,523−92.2% | Reduced |
| Point72 Italy, S.r.l. | 90,473 | $8.81M | 4.34% | −65,573−42.0% | Reduced |
| Heron Bay Capital Management | 90,869 | $8.85M | 1.74% | +8,134+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 91,473 | $8.90M | 0.07% | +23,826+35.2% | Added |
| Horizon Investments, LLC | 92,497 | $9.00M | 0.14% | +43,763+89.8% | Added |
| Occudo Quantitative Strategies LP | 92,594 | $9.01M | 1.01% | +33,074+55.6% | Added |
| Sierra Summit Advisors LLC | 92,599 | $9.01M | 1.60% | +89,339+2,740.5% | Added |
| SG Americas Securities, LLC | 93,554 | $9.11M | 0.04% | −617,671−86.8% | Reduced |
| Fiera Capital Corp | 94,653 | $9.21M | 0.03% | +94,653 | New |
| Venture Visionary Partners LLC | 94,854 | $9.23M | 0.35% | −1,831−1.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 94,945 | $9.24M | 3.16% | +2,175+2.3% | Added |
| Capitolis Liquid Global Markets LLC | 95,000 | $9.25M | 0.07% | −92,000−49.2% | Reduced |
| LSV Asset Management | 96,280 | $9.37M | 0.02% | +320+0.3% | Added |
| Groupama Asset Managment | 96,484 | $9.38M | 0.16% | −5,322−5.2% | Reduced |
| Cullinan Associates Inc | 97,000 | $9.44M | 0.62% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 97,091 | $9.45M | 0.13% | −479−0.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 97,509 | $9.49M | 0.89% | −7,463−7.1% | Reduced |
| Glenview Trust Co | 97,567 | $9.50M | 0.16% | +10,256+11.7% | Added |
| King Luther Capital Management Corp | 97,890 | $9.53M | 0.04% | +1,237+1.3% | Added |
| LMCG Investments, LLC | 98,260 | $9.56M | 0.60% | −5,007−4.8% | Reduced |
| Laffer Tengler Investments | 98,305 | $9.57M | 1.71% | −9,002−8.4% | Reduced |
| Fiduciary Trust Co | 98,463 | $9.58M | 0.12% | −1,452−1.5% | Reduced |
| Nomura Holdings Inc | 98,929 | $9.63M | 0.08% | −23,882−19.4% | Reduced |
| SummitTX Capital, L.P. | 99,836 | $9.72M | 0.43% | −156,913−61.1% | Reduced |
| M&T Bank Corp | 100,150 | $9.75M | 0.03% | −8,300−7.7% | Reduced |
| Violich Capital Management, Inc. | 100,250 | $9.76M | 1.37% | 00.0% | Unchanged |
| GWM Advisors LLC | 100,528 | $9.79M | 0.05% | +2,661+2.7% | Added |
| Fusion Capital, LLC | 100,561 | $9.79M | 3.35% | +2,523+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 100,721 | $9.80M | 0.08% | +1,430+1.4% | Added |
| Apriem Advisors | 100,743 | $9.81M | 1.04% | −18,331−15.4% | Reduced |
| Stratos Wealth Partners, LTD. | 101,251 | $9.86M | 0.13% | +208+0.2% | Added |
| Peregrine Investment Management Inc | 101,360 | $9.87M | 6.30% | −29,270−22.4% | Reduced |
| Moore Capital Management, LP | 101,500 | $9.88M | 0.20% | +101,500 | New |
| Baldwin Investment Management, LLC | 101,768 | $9.91M | 1.20% | +361+0.4% | Added |
| Jackson Wealth Management, LLC | 102,259 | $9.95M | 1.08% | −794−0.8% | Reduced |
| Systematic Alpha Investments, LLC | 104,381 | $10.2M | 0.36% | +10.0% | Added |
| D.A. Davidson & Co. | 105,407 | $10.3M | 0.07% | +2,405+2.3% | Added |
| Norinchukin Bank, The | 106,000 | $10.3M | 0.15% | +4,271+4.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 106,350 | $10.4M | 0.47% | +27,700+35.2% | Added |
| Insight Wealth Strategies, LLC | 107,553 | $10.4M | 1.32% | +1,782+1.7% | Added |
| Viking Fund Management LLC | 107,000 | $10.4M | 1.43% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 108,638 | $10.6M | 0.15% | +51,555+90.3% | Added |
| Nilsine Partners, LLC | 108,770 | $10.6M | 1.07% | −19,453−15.2% | Reduced |
| Winmill & Co. Inc | 109,000 | $10.6M | 2.95% | 00.0% | Unchanged |
| GDS Wealth Management | 110,215 | $10.7M | 0.78% | +32,930+42.6% | Added |
| Oregon Public Employees Retirement Fund | 110,509 | $10.8M | 0.19% | +200+0.2% | Added |
| YHB Investment Advisors, Inc. | 113,424 | $11.0M | 0.85% | −283−0.2% | Reduced |
| Avanza Fonder AB | 114,219 | $11.1M | 0.33% | +5,485+5.0% | Added |
| Crossmark Global Holdings, Inc. | 114,247 | $11.1M | 0.18% | −10,369−8.3% | Reduced |
| Generali Asset Management SPA SGR | 114,369 | $11.1M | 0.25% | −48,135−29.6% | Reduced |
| Balyasny Asset Management LLC | 116,233 | $11.3M | 0.03% | −1,303,498−91.8% | Reduced |
| Seizert Capital Partners, LLC | 118,191 | $11.5M | 0.51% | +22,305+23.3% | Added |
| Carderock Capital Management Inc | 118,243 | $11.5M | 2.95% | +9,340+8.6% | Added |
| Black Creek Investment Management Inc. | 118,269 | $11.5M | 0.53% | +92,488+358.7% | Added |