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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 532,571 | $51.8M | 0.22% | +181,599+51.7% | Added |
| Nisa Investment Advisors, LLC | 537,348 | $52.4M | 0.24% | +120,328+28.9% | Added |
| Creative Planning | 546,481 | $53.2M | 0.05% | −6,558−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 552,691 | $53.8M | 0.17% | +10,476+1.9% | Added |
| Public Employees Retirement System of Ohio | 552,867 | $53.8M | 0.18% | −7,096−1.3% | Reduced |
| STRS Ohio | 559,035 | $54.4M | 0.20% | −16,570−2.9% | Reduced |
| Driehaus Capital Management LLC | 575,535 | $56.0M | 0.45% | +575,535 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 588,864 | $57.3M | 0.06% | −36,360−5.8% | Reduced |
| Virginia Retirement Systems Et Al | 606,375 | $59.0M | 0.41% | +299,755+97.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 617,838 | $60.1M | 0.26% | −79,148−11.4% | Reduced |
| Nomura Asset Management Co Ltd | 618,118 | $60.2M | 0.16% | +12,234+2.0% | Added |
| Vaughan David Investments LLC | 620,609 | $60.4M | 1.35% | +875+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 660,570 | $64.3M | 0.16% | +31,491+5.0% | Added |
| Andra AP-fonden | 663,995 | $64.6M | 0.90% | +87,500+15.2% | Added |
| Natixis Advisors, L.P. | 667,202 | $64.9M | 0.10% | −52,978−7.4% | Reduced |
| Baird Financial Group, Inc. | 667,781 | $65.0M | 0.11% | +148,431+28.6% | Added |
| Atalanta Sosnoff Capital, LLC | 672,351 | $65.4M | 1.33% | +672,351 | New |
| KLP Kapitalforvaltning AS | 673,080 | $65.6M | 0.28% | +15,800+2.4% | Added |
| ING Groep NV | 676,925 | $65.9M | 0.40% | −479,638−41.5% | Reduced |
| APG Asset Management N.V. | 796,023 | $66.0M | 0.20% | +49,004+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 684,215 | $66.6M | 0.19% | +2,509+0.4% | Added |
| State of Wisconsin Investment Board | 685,796 | $66.8M | 0.16% | −165,778−19.5% | Reduced |
| Artemis Investment Management LLP | 692,081 | $67.4M | 0.87% | +360,487+108.7% | Added |
| Treasurer of the State of North Carolina | 698,631 | $68.0M | 0.22% | +86,226+14.1% | Added |
| Triple Frond Partners LLC | 706,615 | $68.8M | 7.78% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 711,159 | $69.2M | 0.16% | −23,064−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 723,214 | $70.4M | 0.28% | −2,491,537−77.5% | Reduced |
| Skye Global Management LP | 728,000 | $70.9M | 1.51% | −274,000−27.3% | Reduced |
| Parnassus Investments | 728,028 | $70.9M | 0.16% | −44,430−5.8% | Reduced |
| Freestone Grove Partners LP | 728,322 | $70.9M | 0.54% | −871,408−54.5% | Reduced |
| Platinum Investment Management Ltd | 733,193 | $71.4M | 4.75% | −411,137−35.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 740,049 | $72.0M | 0.05% | +59,477+8.7% | Added |
| Truist Financial Corp | 763,628 | $74.3M | 0.11% | +369,789+93.9% | Added |
| Jupiter Asset Management Ltd | 766,339 | $74.6M | 0.62% | +694,848+971.9% | Added |
| Toronto Dominion Bank | 770,153 | $75.0M | 0.16% | −536,619−41.1% | Reduced |
| Storebrand Asset Management AS | 775,023 | $75.4M | 0.22% | −738,669−48.8% | Reduced |
| AXA S.A. | 793,787 | $77.3M | 0.22% | +163,970+26.0% | Added |
| Ossiam | 810,922 | $78.9M | 0.89% | +231,685+40.0% | Added |
| Crosslink Capital Inc | 815,840 | $79.4M | 4.52% | +124,000+17.9% | Added |
| Susquehanna International Group, LLP | 822,170 | $80.0M | 0.12% | −576,193−41.2% | Reduced |
| Stifel Financial Corp | 832,430 | $81.0M | 0.08% | +130,629+18.6% | Added |
| Panagora Asset Management Inc | 832,578 | $81.0M | 0.37% | +11,461+1.4% | Added |
| Guggenheim Capital LLC | 833,227 | $81.1M | 0.66% | +32,836+4.1% | Added |
| Jennison Associates LLC | 844,643 | $82.2M | 0.05% | −1280.0% | Reduced |
| KBC Group NV | 849,039 | $82.6M | 0.22% | +48,336+6.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 863,463 | $84.0M | 6.91% | +366,774+73.8% | Added |
| Clal Insurance Enterprises Holdings Ltd | 870,000 | $84.9M | 0.84% | −660,000−43.1% | Reduced |
| Schroder Investment Management Group | 876,645 | $85.3M | 0.07% | −1,311,143−59.9% | Reduced |
| Glenmede Investment Management, LP | 885,080 | $86.2M | 0.44% | +885,080 | New |
| Mitsubishi UFJ Trust & Banking Corp | 898,951 | $87.5M | 0.20% | +29,770+3.4% | Added |
| Holocene Advisors, LP | 909,420 | $88.5M | 0.22% | −649,202−41.7% | Reduced |
| Aviva PLC | 967,245 | $94.2M | 0.19% | −35,668−3.6% | Reduced |
| Associated Banc-Corp | 968,302 | $94.3M | 2.67% | +4,912+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 972,820 | $94.7M | 0.20% | −21,896−2.2% | Reduced |
| Korea Investment CORP | 973,557 | $94.8M | 0.21% | +34,717+3.7% | Added |
| Mariner, LLC | 975,510 | $95.0M | 0.14% | +24,698+2.6% | Added |
| Eventide Asset Management, LLC | 996,897 | $97.3M | 1.70% | +259,702+35.2% | Added |
| Ensign Peak Advisors, Inc | 1,003,847 | $97.7M | 0.17% | +389,536+63.4% | Added |
| Natixis | 1,013,403 | $98.6M | 0.49% | −108,514−9.7% | Reduced |
| Standard Life Aberdeen plc | 1,013,051 | $98.7M | 0.17% | +60,582+6.4% | Added |
| Candriam Luxembourg S.C.A. | 1,030,267 | $100.3M | 0.58% | +196,434+23.6% | Added |
| New York State Teachers Retirement System | 1,044,815 | $101.7M | 0.21% | +55,588+5.6% | Added |
| NZS Capital, LLC | 1,054,878 | $102.7M | 3.49% | +123,118+13.2% | Added |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $103.1M | 0.59% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,075,091 | $104.6M | 0.17% | +207,089+23.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,076,576 | $104.8M | 0.20% | −152,183−12.4% | Reduced |
| HighTower Advisors, LLC | 1,076,575 | $104.8M | 0.13% | +78,949+7.9% | Added |
| Worldquant Millennium Advisors LLC | 1,082,312 | $105.4M | 0.52% | +207,688+23.7% | Added |
| Bank of Nova Scotia | 1,120,512 | $109.1M | 0.22% | +442,860+65.4% | Added |
| Zurich Insurance Group Ltd | 1,122,432 | $109.3M | 0.84% | +100,837+9.9% | Added |
| Man Group plc | 1,128,747 | $109.9M | 0.24% | +517,751+84.7% | Added |
| RE Advisers Corp | 1,135,700 | $110.5M | 2.62% | +3,900+0.3% | Added |
| Captrust Financial Advisors | 1,222,223 | $119.0M | 0.27% | +37,545+3.2% | Added |
| Los Angeles Capital Management LLC | 1,254,343 | $122.1M | 0.46% | +511,377+68.8% | Added |
| State Board of Administration of Florida Retirement System | 1,271,816 | $123.8M | 0.22% | +9,216+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,286,887 | $125.3M | 0.09% | +1,286,887 | New |
| DJE Kapital AG | 1,294,931 | $125.8M | 3.07% | +933,546+258.3% | Added |
| HM Payson & Co | 1,293,129 | $125.9M | 1.99% | +132,727+11.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,293,768 | $125.9M | 0.44% | −34,151−2.6% | Reduced |
| LPL Financial LLC | 1,301,501 | $126.7M | 0.04% | +145,794+12.6% | Added |
| Danske Bank A/S | 1,332,026 | $129.7M | 0.32% | +378,765+39.7% | Added |
| Manufacturers Life Insurance Company, The | 1,358,922 | $132.3M | 0.12% | −128,063−8.6% | Reduced |
| Prudential Financial Inc | 1,370,288 | $133.4M | 0.17% | +50,970+3.9% | Added |
| Polar Capital Holdings Plc | 1,391,611 | $135.5M | 0.71% | +1,391,611 | New |
| Bank of Montreal | 1,400,232 | $136.3M | 0.07% | +156,725+12.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,407,920 | $137.0M | 0.23% | −4,100−0.3% | Reduced |
| Erste Asset Management GmbH | 1,443,713 | $140.4M | 1.18% | +181,337+14.4% | Added |
| AQR Capital Management LLC | 1,484,481 | $144.1M | 0.12% | +577,155+63.6% | Added |
| Marshall Wace, LLP | 1,502,100 | $146.2M | 0.17% | +655,638+77.5% | Added |
| Acadian Asset Management LLC | 1,592,753 | $155.0M | 0.32% | +1,385,667+669.1% | Added |
| New York State Common Retirement Fund | 1,608,772 | $156.6M | 0.21% | +1,528+0.1% | Added |
| Bridgewater Associates, LP | 1,638,780 | $159.5M | 0.64% | −321,457−16.4% | Reduced |
| Russell Investments Group, Ltd. | 1,706,514 | $166.1M | 0.21% | −488,158−22.2% | Reduced |
| Lord, Abbett & Co. LLC | 1,739,295 | $169.3M | 0.54% | −192,072−9.9% | Reduced |
| Mackenzie Financial Corp | 1,740,647 | $169.4M | 0.22% | +174,977+11.2% | Added |
| Heard Capital LLC | 1,752,190 | $170.6M | 8.91% | −153,915−8.1% | Reduced |
| CI Private Wealth, LLC | 1,823,595 | $177.5M | 0.26% | −20,865−1.1% | Reduced |
| M&G Plc | 1,835,912 | $178.1M | 0.98% | +1,317,368+254.1% | Added |
| Robeco Institutional Asset Management B.V. | 1,854,296 | $180.5M | 0.29% | +902,231+94.8% | Added |
| Neuberger Berman Group LLC | 1,863,899 | $181.4M | 0.14% | −33,168−1.7% | Reduced |