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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 118,725 | $11.6M | 0.13% | +13,315+12.6% | Added |
| ASR Vermogensbeheer N.V. | 119,625 | $11.6M | 0.15% | −451−0.4% | Reduced |
| Wealthfront Advisers LLC | 120,036 | $11.7M | 0.03% | −18,355−13.3% | Reduced |
| Graham Capital Management, L.P. | 120,407 | $11.7M | 0.36% | +25,314+26.6% | Added |
| Gateway Investment Advisers LLC | 120,637 | $11.7M | 0.13% | +9,142+8.2% | Added |
| Midwest Trust Co | 121,059 | $11.8M | 0.16% | +121,059 | New |
| Baker Ellis Asset Management LLC | 122,905 | $12.0M | 1.64% | −1,425−1.1% | Reduced |
| Great Lakes Advisors, LLC | 123,088 | $12.0M | 0.10% | −6,320−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 123,398 | $12.0M | 0.57% | −40,386−24.7% | Reduced |
| HB Wealth Management, LLC | 123,574 | $12.0M | 0.10% | +10,352+9.1% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 123,952 | $12.1M | 3.20% | −74,655−37.6% | Reduced |
| Arvest Bank Trust Division | 125,434 | $12.2M | 0.71% | −47,928−27.6% | Reduced |
| Thrivent Financial for Lutherans | 125,693 | $12.2M | 0.03% | +28,716+29.6% | Added |
| Bowie Capital Management, LLC | 126,003 | $12.3M | 0.58% | +69,123+121.5% | Added |
| Maytus Capital Management, LLC | 126,698 | $12.3M | 2.27% | −70,404−35.7% | Reduced |
| First Citizens Bank & Trust Co | 130,025 | $12.7M | 0.23% | +8,123+6.7% | Added |
| Cullen/Frost Bankers, Inc. | 130,061 | $12.7M | 0.16% | +362+0.3% | Added |
| Harber Asset Management LLC | 130,796 | $12.7M | 4.10% | +43,046+49.1% | Added |
| Sanctuary Advisors, LLC | 131,129 | $12.8M | 0.08% | +7,022+5.7% | Added |
| Twin Tree Management, LP | 133,846 | $13.0M | 0.33% | −193,841−59.2% | Reduced |
| Level Four Advisory Services, LLC | 134,432 | $13.1M | 0.48% | +10,816+8.7% | Added |
| Employees Provident Fund Board | 135,000 | $13.1M | 0.11% | −531−0.4% | Reduced |
| Tower Bridge Advisors | 138,551 | $13.5M | 1.45% | −2,899−2.0% | Reduced |
| MML Investors Services, LLC | 143,045 | $13.9M | 0.04% | +45,528+46.7% | Added |
| State of Alaska, Department of Revenue | 143,800 | $14.0M | 0.15% | −6,615−4.4% | Reduced |
| GAM Holding AG | 144,036 | $14.0M | 0.99% | +37,341+35.0% | Added |
| Federation des caisses Desjardins du Quebec | 145,461 | $14.2M | 0.06% | −134,965−48.1% | Reduced |
| iA Global Asset Management Inc. | 146,206 | $14.2M | 0.21% | +322+0.2% | Added |
| Genus Capital Management Inc. | 148,720 | $14.5M | 1.84% | +148,720 | New |
| Kestra Advisory Services, LLC | 152,233 | $14.8M | 0.07% | +11,766+8.4% | Added |
| Vinva Investment Management Ltd | 152,849 | $14.9M | 0.40% | +56,281+58.3% | Added |
| South Dakota Investment Council | 153,139 | $14.9M | 0.29% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153,605 | $15.0M | 0.05% | −4,176−2.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 154,694 | $15.1M | 0.06% | +1,339+0.9% | Added |
| Nemes Rush Group LLC | 154,980 | $15.1M | 1.64% | +9,625+6.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 155,078 | $15.1M | 0.14% | +2,749+1.8% | Added |
| Terry L. Blaker | 157,273 | $15.3M | 0.59% | −24,692−13.6% | Reduced |
| Advisory Services Network, LLC | 162,346 | $15.4M | 0.25% | +16,494+11.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 158,512 | $15.4M | 1.11% | +113,586+252.8% | Added |
| Yousif Capital Management, LLC | 158,816 | $15.5M | 0.17% | −1,806−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 158,943 | $15.5M | 1.29% | +102,553+181.9% | Added |
| O'Shaughnessy Asset Management, LLC | 159,564 | $15.5M | 0.11% | −2,256−1.4% | Reduced |
| Hosking Partners LLP | 160,298 | $15.6M | 0.62% | −1,318−0.8% | Reduced |
| Benjamin Edwards Inc | 160,459 | $15.6M | 0.20% | +3,150+2.0% | Added |
| Louisiana State Employees Retirement System | 161,000 | $15.7M | 0.28% | −1,800−1.1% | Reduced |
| Science & Technology Partners, L.P. | 161,000 | $15.7M | 4.11% | +64,950+67.6% | Added |
| Eldred Rock Partners, LLC | 161,946 | $15.8M | 4.79% | −8,623−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 164,490 | $16.0M | 0.05% | −9,161−5.3% | Reduced |
| LMR Partners LLP | 164,500 | $16.0M | 0.25% | −60,778−27.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 164,520 | $16.0M | 2.58% | −500.0% | Reduced |
| Coldstream Capital Management Inc | 164,770 | $16.0M | 0.26% | +83,292+102.2% | Added |
| D. E. Shaw & Co., Inc. | 165,815 | $16.1M | 0.02% | −135,081−44.9% | Reduced |
| Raiffeisen Bank International AG | 168,621 | $16.2M | 0.24% | +17,119+11.3% | Added |
| Linscomb & Williams, Inc. | 167,083 | $16.3M | 0.75% | −440−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 168,753 | $16.4M | 0.06% | −4,257−2.5% | Reduced |
| Cozad Asset Management Inc | 171,090 | $16.7M | 1.46% | +9,950+6.2% | Added |
| Covington Investment Advisors Inc. | 172,355 | $16.8M | 2.40% | +1,010+0.6% | Added |
| Mediolanum International Funds Ltd | 172,688 | $16.8M | 0.20% | +15,884+10.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 172,525 | $16.8M | 0.15% | +30,720+21.7% | Added |
| Profund Advisors LLC | 174,980 | $17.0M | 0.61% | +8,564+5.1% | Added |
| Shelton Capital Management | 175,361 | $17.1M | 0.39% | −5,007−2.8% | Reduced |
| OP Asset Management Ltd | 177,070 | $17.2M | 0.25% | +2,797+1.6% | Added |
| Toroso Investments, LLC | 179,755 | $17.5M | 0.11% | +54,901+44.0% | Added |
| Mutual of America Capital Management LLC | 180,391 | $17.6M | 0.19% | −3,169−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 180,407 | $17.6M | 0.13% | −690,968−79.3% | Reduced |
| Banque Pictet & Cie SA | 182,486 | $17.8M | 0.18% | −14,572−7.4% | Reduced |
| Ieq Capital, LLC | 182,546 | $17.8M | 0.11% | −2,693−1.5% | Reduced |
| Squarepoint Ops LLC | 184,991 | $18.0M | 0.04% | −127,640−40.8% | Reduced |
| Ethic Inc. | 187,307 | $18.2M | 0.33% | +3,617+2.0% | Added |
| New York Life Investment Management LLC | 192,258 | $18.7M | 0.18% | +1,472+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 192,618 | $18.7M | 0.18% | +60,253+45.5% | Added |
| Trexquant Investment LP | 193,032 | $18.8M | 0.21% | −525,378−73.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 194,171 | $18.9M | 0.18% | +7,174+3.8% | Added |
| Davidson Kempner Capital Management LP | 200,000 | $19.5M | 0.30% | −50,000−20.0% | Reduced |
| Distillate Capital Partners LLC | 201,166 | $19.6M | 1.05% | −93,971−31.8% | Reduced |
| JustInvest LLC | 202,727 | $19.7M | 0.22% | +9,208+4.8% | Added |
| Walleye Capital LLC | 203,196 | $19.8M | 0.18% | −160,151−44.1% | Reduced |
| Baker Avenue Asset Management, LP | 204,749 | $19.9M | 0.57% | −4,557−2.2% | Reduced |
| Paradiem, LLC | 205,809 | $20.0M | 5.06% | +205,809 | New |
| Banco Santander, S.A. | 210,443 | $20.5M | 0.19% | −16,457−7.3% | Reduced |
| Utah Retirement Systems | 211,522 | $20.6M | 0.22% | −1,648−0.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 217,038 | $21.2M | 0.47% | −4,388−2.0% | Reduced |
| Point72 (DIFC) Ltd | 218,100 | $21.2M | 1.69% | +26,300+13.7% | Added |
| Oddo BHF Asset Management SAS | 218,287 | $21.2M | 0.81% | −7,646−3.4% | Reduced |
| Polar Asset Management Partners Inc. | 218,970 | $21.3M | 0.53% | +218,970 | New |
| Caxton Associates LLP | 219,048 | $21.3M | 0.55% | +215,762+6,566.1% | Added |
| Manchester Global Management (UK) Ltd | 220,436 | $21.5M | 3.09% | +220,436 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 220,493 | $21.5M | 0.61% | +17,234+8.5% | Added |
| Pacer Advisors, Inc. | 220,953 | $21.5M | 0.05% | −620.0% | Reduced |
| Macquarie Group Ltd | 222,091 | $21.6M | 0.03% | −16,601−7.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 226,140 | $22.1M | 0.97% | +12,620+5.9% | Added |
| Lazard Asset Management LLC | 227,086 | $22.1M | 0.03% | −140−0.1% | Reduced |
| Zacks Investment Management | 228,497 | $22.2M | 0.19% | +217,803+2,036.7% | Added |
| USS Investment Management Ltd | 228,909 | $22.3M | 0.14% | +2,273+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 231,458 | $22.5M | 0.08% | +4,412+1.9% | Added |
| Phoenix Holdings Ltd. | 231,346 | $22.6M | 0.30% | −20,131−8.0% | Reduced |
| Four Tree Island Advisory LLC | 234,544 | $22.8M | 16.06% | −20,822−8.2% | Reduced |
| Varma Mutual Pension Insurance Co | 238,030 | $23.2M | 0.17% | −16,300−6.4% | Reduced |
| Huntington National Bank | 238,154 | $23.2M | 0.15% | −14,013−5.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 233,152 | $23.3M | 1.58% | −26,417−10.2% | Reduced |