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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 239,560 | $23.3M | 0.09% | +337+0.1% | Added |
| Gradient Investments LLC | 244,452 | $23.8M | 0.44% | +10,427+4.5% | Added |
| Comerica Bank | 244,627 | $23.8M | 0.09% | −3,532−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 246,691 | $23.9M | 0.04% | +19,007+8.3% | Added |
| Silvercrest Asset Management Group LLC | 245,421 | $23.9M | 0.16% | +66,756+37.4% | Added |
| UniSuper Management Pty Ltd | 246,761 | $24.0M | 0.16% | −9,755−3.8% | Reduced |
| Verition Fund Management LLC | 246,944 | $24.0M | 0.14% | −426,555−63.3% | Reduced |
| Capco Asset Management, LLC | 249,290 | $24.3M | 5.10% | −508−0.2% | Reduced |
| Penserra Capital Management LLC | 250,963 | $24.4M | 0.34% | +5,713+2.3% | Added |
| CIBC World Markets Corp | 252,268 | $24.6M | 0.16% | +97,296+62.8% | Added |
| Advisor Group Holdings, Inc. | 258,806 | $24.7M | 0.04% | +19,495+8.1% | Added |
| GF Fund Management Co. Ltd. | 254,752 | $24.8M | 0.50% | +6,459+2.6% | Added |
| Braun Stacey Associates Inc | 254,993 | $24.8M | 0.90% | −44,555−14.9% | Reduced |
| IFM Investors Pty Ltd | 255,545 | $24.9M | 0.24% | +6,495+2.6% | Added |
| Pathstone Holdings, LLC | 256,016 | $25.1M | 0.10% | −12,254−4.6% | Reduced |
| Empowered Funds, LLC | 261,016 | $25.4M | 0.29% | +73,544+39.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 263,089 | $25.6M | 1.38% | +1310.0% | Added |
| CIBC World Markets Inc. | 263,166 | $25.6M | 0.06% | +68,594+35.3% | Added |
| Wealth Architects, LLC | 263,334 | $25.6M | 2.60% | −989−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 266,621 | $26.0M | 0.31% | −2,273−0.8% | Reduced |
| Assetmark, Inc | 269,937 | $26.3M | 0.06% | −98,706−26.8% | Reduced |
| Retirement Systems of Alabama | 274,474 | $26.7M | 0.10% | −1,372−0.5% | Reduced |
| CBOE Vest Financial, LLC | 277,326 | $27.0M | 0.38% | +133,993+93.5% | Added |
| Amalgamated Bank | 278,323 | $27.1M | 0.21% | +5,710+2.1% | Added |
| Talos Asset Management LP | 279,834 | $27.2M | 6.53% | +68,834+32.6% | Added |
| Rockefeller Capital Management L.P. | 280,872 | $27.3M | 0.06% | +32,107+12.9% | Added |
| Summit Street Capital Management, LLC | 283,423 | $27.6M | 4.55% | −14,220−4.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 283,900 | $27.6M | 0.99% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 284,732 | $27.7M | 0.56% | +284,732 | New |
| Vontobel Holding Ltd. | 291,124 | $28.3M | 0.09% | −48,841−14.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 294,764 | $28.7M | 0.34% | +994+0.3% | Added |
| McGuire Investment Group, LLC | 295,928 | $28.8M | 3.68% | +1,447+0.5% | Added |
| Meridiem Capital Partners LP | 296,553 | $28.9M | 2.08% | +227,877+331.8% | Added |
| Daiwa Securities Group Inc. | 298,003 | $29.0M | 0.11% | +7,389+2.5% | Added |
| Two Sigma Investments, LP | 303,888 | $29.6M | 0.05% | +47,229+18.4% | Added |
| Dana Investment Advisors, Inc. | 304,407 | $29.6M | 0.98% | +92,873+43.9% | Added |
| Czech National Bank | 312,661 | $30.4M | 0.24% | +17,824+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 313,711 | $30.5M | 0.16% | +20,154+6.9% | Added |
| Neville Rodie & Shaw Inc | 314,442 | $30.6M | 2.27% | −8,250−2.6% | Reduced |
| Federated Hermes, Inc. | 317,034 | $30.9M | 0.06% | −273,816−46.3% | Reduced |
| 1832 Asset Management L.P. | 319,218 | $31.1M | 0.05% | +271,901+574.6% | Added |
| Nearwater Capital Markets, Ltd | 320,000 | $31.1M | 0.50% | +320,000 | New |
| Crestwood Advisors Group LLC | 322,659 | $31.4M | 0.56% | −16,909−5.0% | Reduced |
| Burney Co | 324,314 | $31.6M | 1.07% | +30,436+10.4% | Added |
| Harbor Island Capital LLC | 324,475 | $31.6M | 14.82% | −30,645−8.6% | Reduced |
| AustralianSuper Pty Ltd | 324,996 | $31.6M | 0.16% | +324,996 | New |
| Wealth Enhancement Advisory Services, LLC | 321,491 | $31.8M | 0.05% | +21,298+7.1% | Added |
| Spinecap SAS | 332,999 | $32.4M | 16.87% | +332,999 | New |
| Calamos Advisors LLC | 335,595 | $32.7M | 0.14% | +171+0.1% | Added |
| Trybe Capital Management LP | 336,041 | $32.7M | 7.98% | +336,041 | New |
| Empire Life Investments Inc. | 336,138 | $32.7M | 2.08% | +53,897+19.1% | Added |
| NEOS Investment Management LLC | 341,035 | $33.2M | 0.41% | +132,510+63.5% | Added |
| Two Sigma Advisers, LP | 343,400 | $33.4M | 0.07% | +189,200+122.7% | Added |
| Janney Montgomery Scott LLC | 351,493 | $34.2M | 0.09% | −103,431−22.7% | Reduced |
| Xponance, Inc. | 355,459 | $34.6M | 0.29% | +8,432+2.4% | Added |
| Lido Advisors, LLC | 361,014 | $35.2M | 0.18% | +86,524+31.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 365,060 | $35.5M | 0.33% | +58,500+19.1% | Added |
| Ceredex Value Advisors LLC | 371,127 | $36.1M | 0.78% | −542,489−59.4% | Reduced |
| British Columbia Investment Management Corp | 371,139 | $36.1M | 0.21% | −44,103−10.6% | Reduced |
| Cetera Investment Advisers | 371,749 | $36.2M | 0.06% | +18,157+5.1% | Added |
| Arizona State Retirement System | 375,079 | $36.5M | 0.21% | −2,454−0.7% | Reduced |
| State of Michigan Retirement System | 377,100 | $36.7M | 0.19% | +700+0.2% | Added |
| State of Tennessee, Treasury Department | 379,646 | $37.0M | 0.13% | −83,423−18.0% | Reduced |
| Public Sector Pension Investment Board | 382,203 | $37.2M | 0.16% | −459,575−54.6% | Reduced |
| MetLife Investment Management | 384,122 | $37.4M | 0.22% | −5,294−1.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 396,172 | $38.6M | 0.22% | −31,754−7.4% | Reduced |
| CIBC Asset Management Inc | 397,326 | $38.7M | 0.12% | −18,844−4.5% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 400,000 | $38.9M | 0.60% | −100,000−20.0% | Reduced |
| Forsta Ap-Fonden | 401,300 | $39.1M | 0.26% | +2,500+0.6% | Added |
| Teacher Retirement System of Texas | 405,538 | $39.5M | 0.17% | −225,167−35.7% | Reduced |
| Clearbridge Investments, LLC | 408,118 | $39.7M | 0.03% | −365,266−47.2% | Reduced |
| US Bancorp | 413,392 | $40.2M | 0.05% | −24,440−5.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 430,667 | $41.9M | 1.62% | −24,084−5.3% | Reduced |
| State of New Jersey Common Pension Fund D | 433,369 | $42.2M | 0.16% | −6,944−1.6% | Reduced |
| Nicholas Company, Inc. | 442,540 | $43.1M | 0.72% | 00.0% | Unchanged |
| Colony Group, LLC | 442,905 | $43.1M | 0.09% | +762+0.2% | Added |
| Cerity Partners LLC | 445,467 | $43.4M | 0.08% | +14,519+3.4% | Added |
| NewEdge Wealth, LLC | 440,727 | $43.7M | 0.68% | +11,492+2.7% | Added |
| Fisher Asset Management, LLC | 449,510 | $43.8M | 0.02% | −469,613−51.1% | Reduced |
| Pinebridge Investments, L.P. | 453,746 | $44.2M | 0.36% | −33,809−6.9% | Reduced |
| State Farm Mutual Automobile Insurance Co | 455,360 | $44.3M | 0.04% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 457,467 | $44.5M | 2.47% | +141,982+45.0% | Added |
| Wellington Management Group LLP | 460,488 | $44.8M | 0.01% | −1,817,979−79.8% | Reduced |
| Nissay Asset Management Corp | 464,152 | $45.2M | 0.26% | +23,483+5.3% | Added |
| Resona Asset Management Co.,Ltd. | 467,293 | $45.5M | 0.22% | +25,478+5.8% | Added |
| Flputnam Investment Management Co | 471,681 | $45.9M | 0.79% | −4,531−1.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 473,090 | $46.1M | 0.68% | +25,984+5.8% | Added |
| Pinnacle Associates Ltd | 476,943 | $46.4M | 0.67% | −117,775−19.8% | Reduced |
| Value Aligned Research Advisors, LLC | 482,330 | $47.0M | 2.10% | +460,816+2,141.9% | Added |
| Mn Services Vermogensbeheer B.V. | 482,340 | $47.0M | 0.33% | −5,800−1.2% | Reduced |
| Junto Capital Management LP | 490,491 | $47.7M | 1.01% | +490,491 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 490,942 | $47.8M | 0.10% | −71,635−12.7% | Reduced |
| ARS Investment Partners, LLC | 492,130 | $47.9M | 3.49% | +4,504+0.9% | Added |
| Guinness Asset Management LTD | 497,423 | $48.4M | 0.87% | −10,199−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 514,099 | $50.0M | 0.07% | +67,516+15.1% | Added |
| Mercer Global Advisors Inc | 514,914 | $50.1M | 0.11% | +62,150+13.7% | Added |
| Castleark Management LLC | 522,650 | $50.9M | 1.53% | +295,712+130.3% | Added |
| Handelsbanken Fonder AB | 530,061 | $51.6M | 0.18% | −52,076−8.9% | Reduced |
| QRG Capital Management, Inc. | 530,452 | $51.6M | 0.45% | +81,068+18.0% | Added |
| Swiss Life Asset Management Ltd | 532,330 | $51.8M | 0.31% | +125,875+31.0% | Added |