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 |
|---|---|---|---|---|---|
| Blue Whale Capital LLP | 1,879,528 | $183.0M | 11.98% | +35,493+1.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,881,738 | $183.2M | 0.45% | −2,007,193−51.6% | Reduced |
| Victory Capital Management Inc | 1,890,335 | $184.0M | 0.12% | −14,985−0.8% | Reduced |
| William Blair Investment Management, LLC | 1,908,368 | $185.8M | 0.49% | −1,415,512−42.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,930,945 | $188.0M | 0.33% | +199,448+11.5% | Added |
| Millennium Management LLC | 1,939,007 | $188.7M | 0.17% | −221,816−10.3% | Reduced |
| California State Teachers Retirement System | 2,045,341 | $199.1M | 0.22% | +7,079+0.3% | Added |
| Epoch Investment Partners, Inc. | 2,056,676 | $200.2M | 1.04% | +182,143+9.7% | Added |
| National Bank of Canada | 2,155,423 | $209.8M | 0.23% | +241,777+12.6% | Added |
| Canada Pension Plan Investment Board | 2,166,870 | $210.9M | 0.18% | −532,273−19.7% | Reduced |
| California Public Employees Retirement System | 2,169,202 | $211.2M | 0.13% | −586,605−21.3% | Reduced |
| American Century Companies Inc | 2,203,937 | $214.5M | 0.12% | +566,479+34.6% | Added |
| ProShare Advisors LLC | 2,266,184 | $220.6M | 0.44% | +97,701+4.5% | Added |
| Allianz Asset Management GmbH | 2,316,879 | $225.5M | 0.30% | +89,138+4.0% | Added |
| Principal Financial Group Inc | 2,394,834 | $233.1M | 0.12% | −1,725−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,432,504 | $236.8M | 1.01% | +54,281+2.3% | Added |
| Montrusco Bolton Investments Inc. | 2,561,424 | $244.2M | 2.71% | +835,196+48.4% | Added |
| Rhumbline Advisers | 2,561,919 | $249.4M | 0.21% | −33,901−1.3% | Reduced |
| Capital Research Global Investors | 2,620,657 | $255.1M | 0.05% | −1,426,845−35.3% | Reduced |
| Oaktop Capital Management II, L.P. | 2,691,460 | $262.0M | 28.18% | 00.0% | Unchanged |
| Raymond James Financial Inc | 2,745,219 | $267.2M | 0.09% | −136,977−4.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,758,497 | $268.5M | 0.80% | +789,932+40.1% | Added |
| TD Asset Management Inc | 2,952,409 | $287.4M | 0.25% | +248,633+9.2% | Added |
| Voya Investment Management LLC | 2,985,059 | $290.6M | 0.29% | +2,364,780+381.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,024,553 | $294.4M | 0.24% | +234,369+8.4% | Added |
| HSBC Holdings PLC | 3,042,785 | $296.2M | 0.19% | +9,555+0.3% | Added |
| SEI Investments Co | 3,049,460 | $296.8M | 0.34% | +451,622+17.4% | Added |
| The PNC Financial Services Group, Inc. | 3,074,962 | $299.3M | 0.19% | +20,228+0.7% | Added |
| DnB Asset Management AS | 3,140,813 | $305.7M | 1.27% | +566,754+22.0% | Added |
| Swedbank AB | 3,142,714 | $305.9M | 0.34% | +3,142,714 | New |
| Boston Partners | 3,205,478 | $312.0M | 0.35% | +855,116+36.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,235,709 | $315.0M | 0.20% | +47,478+1.5% | Added |
| National Pension Service | 3,421,664 | $333.1M | 0.29% | +238,775+7.5% | Added |
| Envestnet Asset Management Inc | 3,495,415 | $340.2M | 0.10% | +378,090+12.1% | Added |
| Alliancebernstein L.P. | 3,740,029 | $364.1M | 0.12% | +146,520+4.1% | Added |
| First Trust Advisors LP | 3,842,815 | $374.1M | 0.30% | +635,366+19.8% | Added |
| Swiss National Bank | 3,885,700 | $378.2M | 0.23% | +256,700+7.1% | Added |
| Royal Bank of Canada | 3,933,581 | $382.9M | 0.07% | +777,844+24.6% | Added |
| BNP Paribas Arbitrage, SA | 4,267,972 | $415.4M | 0.32% | −937,765−18.0% | Reduced |
| Massachusetts Financial Services Co | 4,496,884 | $437.7M | 0.14% | −241,554−5.1% | Reduced |
| Rafferty Asset Management, LLC | 4,754,011 | $462.8M | 1.53% | +1,163,546+32.4% | Added |
| Deutsche Bank AG | 4,864,498 | $473.5M | 0.17% | +840,078+20.9% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,260,328 | $512.0M | 1.50% | +835,628+18.9% | Added |
| Wells Fargo & Company | 5,809,189 | $565.5M | 0.12% | −133,237−2.2% | Reduced |
| Citigroup Inc | 5,845,471 | $569.0M | 0.39% | +641,014+12.3% | Added |
| Van Eck Associates Corp | 6,140,267 | $597.7M | 0.68% | +2,024,347+49.2% | Added |
| Franklin Resources Inc | 6,359,361 | $619.0M | 0.16% | +66,220+1.1% | Added |
| Dimensional Fund Advisors LP | 6,368,143 | $619.9M | 0.14% | −130,842−2.0% | Reduced |
| Citadel Advisors LLC | 6,369,307 | $620.0M | 0.54% | −283,721−4.3% | Reduced |
| Price T Rowe Associates Inc | 6,879,899 | $669.7M | 0.08% | +1,140,678+19.9% | Added |
| FIL Ltd | 7,108,442 | $691.9M | 0.59% | +170,048+2.5% | Added |
| Janus Henderson Group PLC | 7,421,772 | $722.4M | 0.35% | +30,476+0.4% | Added |
| Barclays PLC | 7,738,427 | $753.3M | 0.30% | +1,348,996+21.1% | Added |
| Winslow Capital Management, LLC | 8,310,124 | $808.9M | 2.70% | +540,252+7.0% | Added |
| Alkeon Capital Management LLC | 8,504,456 | $827.8M | 4.02% | +550,000+6.9% | Added |
| Pictet Asset Management Holding SA | 8,824,976 | $859.0M | 0.87% | +728,036+9.0% | Added |
| Charles Schwab Investment Management Inc | 9,057,190 | $881.6M | 0.15% | +165,778+1.9% | Added |
| Nuveen, LLC | 9,202,568 | $895.8M | 0.25% | +889,722+10.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,677,640 | $942.0M | 2.85% | +1,084,306+12.6% | Added |
| Artisan Partners Limited Partnership | 9,849,868 | $958.8M | 1.43% | +2,575,456+35.4% | Added |
| UBS Group AG | 9,876,133 | $961.3M | 0.20% | −565,522−5.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 10,507,492 | $1.02B | 2.85% | +2,297,923+28.0% | Added |
| Nordea Investment Management AB | 10,594,574 | $1.03B | 0.95% | +2,692,189+34.1% | Added |
| Amundi | 10,777,072 | $1.03B | 0.36% | −1,363,347−11.2% | Reduced |
| Bank of New York Mellon Corp | 10,606,659 | $1.03B | 0.20% | −508,158−4.6% | Reduced |
| Legal & General Group Plc | 10,879,674 | $1.06B | 0.26% | +343,766+3.3% | Added |
| Bank of America Corp | 11,875,468 | $1.16B | 0.09% | +854,507+7.8% | Added |
| Goldman Sachs Group Inc | 13,906,612 | $1.35B | 0.22% | +4,431,704+46.8% | Added |
| Northern Trust Corp | 14,573,447 | $1.42B | 0.20% | −303,808−2.0% | Reduced |
| UBS Asset Management Americas Inc | 14,995,794 | $1.46B | 0.30% | +1,615,741+12.1% | Added |
| Invesco Ltd. | 17,919,290 | $1.74B | 0.30% | +588,519+3.4% | Added |
| Morgan Stanley | 19,063,639 | $1.86B | 0.12% | −1,288,845−6.3% | Reduced |
| Norges Bank | 19,463,578 | $1.89B | 0.24% | −305,583−1.5% | Reduced |
| FMR LLC | 25,651,454 | $2.50B | 0.14% | −7,939,773−23.6% | Reduced |
| Ameriprise Financial Inc | 30,440,197 | $2.96B | 0.73% | −3,779,734−11.0% | Reduced |
| Geode Capital Management, LLC | 33,802,736 | $3.28B | 0.23% | +1,135,405+3.5% | Added |
| JPMorgan Chase & Co | 40,622,437 | $3.95B | 0.27% | +5,099,489+14.4% | Added |
| State Street Corp | 59,551,547 | $5.81B | 0.22% | +629,666+1.1% | Added |
| BlackRock, Inc. | 122,202,650 | $11.9B | 0.23% | −1,608,221−1.3% | Reduced |
| Vanguard Group Inc | 130,609,265 | $12.7B | 0.21% | +1,457,163+1.1% | Added |
| WFA Asset Management Corp | 87 | – | – | 00.0% | Unchanged |
| Omnitrust Wealth Management, Inc | 824 | – | – | +824 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,980,610−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −844,023−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −736,520−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −479,318−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −425,921−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −403,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −398,454−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −371,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −304,505−100.0% | Sold out |
| Cincinnati Financial Corp | 0 | $0 | 0.00% | −277,240−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −211,646−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −173,648−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −167,361−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −128,114−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −118,973−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,252−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −77,959−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −72,348−100.0% | Sold out |