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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 7 sales; 3,143 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
1,883
+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
667 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.

Institutional holdersQ2 2025: 1,883 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ2 2025: $102.7B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2025.

Institutions holding LRCX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rosenberg Matthew Hamilton869$84.6K0.02%+120+16.0%Added
Abound Wealth Management871$84.7K0.02%+29+3.4%Added
Western Pacific Wealth Management, LP891$86.7K0.08%−693−43.8%Reduced
NewSquare Capital LLC930$90.5K0.01%−1,441−60.8%Reduced
JFS Wealth Advisors, LLC942$91.7K0.01%−68−6.7%Reduced
Kozak & Associates, Inc.926$92.5K0.02%+2+0.2%Added
Union Savings Bank985$93.4K0.04%−265−21.2%Reduced
Armstrong Advisory Group, Inc960$93.4K0.01%−1,150−54.5%Reduced
Beacon Capital Management, LLC993$96.7K0.01%+20+2.1%Added
Toth Financial Advisory Corp1,000$97.3K0.01%00.0%Unchanged
Sierra Ocean, LLC1,002$97.5K0.07%+67+7.2%Added
Centerpoint Advisors, LLC1,007$98.0K0.03%+7+0.7%Added
Logan Capital Management Inc1,021$99.4K0.00%00.0%Unchanged
FNY Investment Advisers, LLC1,069$104.0K0.04%+1,069New
Byrne Asset Management LLC1,070$104.2K0.07%00.0%Unchanged
Archer Investment Corp1,094$106.5K0.03%+1+0.1%Added
Itau Unibanco Holding S.A.1,450$106.6K0.00%−19,737−93.2%Reduced
Gen-Wealth Partners Inc1,100$107.1K0.04%00.0%Unchanged
Colonial Trust Advisors1,150$111.9K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp1,153$112.2K0.00%+1,153New
Evelyn Partners Investment Management LLP1,160$112.9K0.00%00.0%Unchanged
Bullock Wealth Management Group1,177$113.9K0.06%+4+0.3%Added
Hazlett, Burt & Watson, Inc.1,168$114.0K0.05%+648+124.6%Added
CBIZ Investment Advisory Services, LLC1,171$114.2K0.01%+61+5.5%Added
Cary Street Partner Investment Advisory LLC1,195$116.3K0.06%−227−16.0%Reduced
Ofi Invest Asset Management1,419$117.7K0.00%+442+45.2%Added
Atticus Wealth Management, LLC1,215$118.3K0.03%+50+4.3%Added
City State Bank1,340$130.4K0.04%00.0%Unchanged
Arlington Trust Co LLC1,370$133.4K0.03%−1,020−42.7%Reduced
South State Corp.1,423$138.5K0.01%−194−12.0%Reduced
NBT Bank N A1,450$141.1K0.01%00.0%Unchanged
MCF Advisors LLC1,449$141.4K0.01%+1,249+624.5%Added
Whipplewood Advisors, LLC1,458$141.9K0.08%+403+38.2%Added
Hennessy Advisors Inc1,469$143.0K0.00%+1,469New
1620 Investment Advisors, Inc.1,477$143.8K0.10%+1,466+13,327.3%Added
Creative Financial Designs Inc1,489$145.0K0.01%−19−1.3%Reduced
Blue Bell Private Wealth Management, LLC1,510$147.0K0.02%00.0%Unchanged
Colonial Trust Co1,512$147.2K0.02%−77−4.8%Reduced
Brown, Lisle/Cummings, Inc.1,521$148.1K0.04%00.0%Unchanged
Cape Investment Advisory, Inc.1,560$151.8K0.06%−298−16.0%Reduced
Bogart Wealth, LLC1,562$152.0K0.01%+9+0.6%Added
Park Square Financial Group, LLC1,582$154.0K0.11%+393+33.1%Added
State of Wyoming1,605$156.2K0.02%−3,412−68.0%Reduced
GW&K Investment Management, LLC1,621$158.0K0.00%+87+5.7%Added
Bay Harbor Wealth Management, LLC1,632$159.2K0.05%+515+46.1%Added
Jupiter Wealth Management LLC1,500$160.1K0.08%00.0%Unchanged
Hemington Wealth Management1,659$161.0K0.02%−79−4.5%Reduced
ORG Partners LLC1,676$162.2K0.03%+114+7.3%Added
Coston, McIsaac & Partners1,680$163.0K0.04%+2+0.1%Added
Mount Yale Investment Advisors, LLC1,722$167.6K0.01%−44,899−96.3%Reduced
First Command Advisory Services, Inc.1,740$169.4K0.00%00.0%Unchanged
General Partner, Inc.1,740$169.4K0.10%00.0%Unchanged
First Pacific Financial1,766$171.9K0.03%+126+7.7%Added
Traub Capital Management LLC1,986$193.3K0.18%+1,986New
Contravisory Investment Management, Inc.2,000$194.7K0.04%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2,012$196.3K0.00%−49−2.4%Reduced
Gables Capital Management Inc.2,040$198.6K0.09%00.0%Unchanged
FMB Wealth Management2,060$200.5K0.10%+2,060New
Money Concepts Capital Corp2,066$201.1K0.01%+2,066New
Voisard Asset Management Group, Inc.2,071$201.6K0.05%+2,071New
Guyasuta Investment Advisors Inc2,077$202.2K0.01%+2,077New
Ridgepath Capital Management LLC2,080$202.5K0.09%+2,080New
TFR Capital, LLC.2,088$203.2K0.07%+2,088New
Aventura Private Wealth, LLC2,090$203.4K0.09%−150−6.7%Reduced
Cascades Capital Asset Management, LLC2,094$203.8K0.10%+8+0.4%Added
Eisler Capital Management Ltd.2,094$203.8K0.01%−44,273−95.5%Reduced
BlackDiamond Wealth Management Inc.2,106$203.9K0.12%−654−23.7%Reduced
Caldwell Sutter Capital, Inc.2,103$204.7K0.09%+146+7.5%Added
Murphy Pohlad Asset Management LLC2,105$204.9K0.09%+2,105New
Successful Portfolios LLC2,110$205.4K0.13%+2,110New
Claro Advisors LLC2,113$205.7K0.03%−2,295−52.1%Reduced
Excalibur Management Corp2,117$206.0K0.08%+2,117New
Ballast Advisors LLC2,121$206.5K0.06%+2,121New
Klingman & Associates, LLC2,127$207.0K0.01%+2,127New
Moody National Bank Trust Division2,138$208.1K0.02%+2,138New
Heritage Wealth Management, Inc.2,150$209.3K0.07%+2,150New
Samalin Investment Counsel, LLC2,151$209.5K0.08%+2,151New
Foster Group, Inc.2,158$210.1K0.01%+2,158New
Warren Street Wealth Advisors, LLC2,163$210.5K0.07%+2,163New
Investor's Fiduciary Advisor Network, LLC2,186$212.0K0.08%+2,186New
Accredited Investors Inc.2,180$212.2K0.01%+2,180New
Capstone Financial Advisors, Inc.2,183$212.5K0.01%−1,294−37.2%Reduced
Center For Asset Management LLC2,994$216.0K0.13%−112−3.6%Reduced
Sterling Financial Planning, Inc.2,220$216.1K0.07%+2,220New
Golden State Wealth Management, LLC2,221$216.2K0.03%−28−1.2%Reduced
TCI Wealth Advisors, Inc.2,229$217.0K0.01%+2,229New
Highland Capital Management, LLC2,230$217.1K0.01%+2,230New
Hoey Investments, Inc2,230$217.1K0.03%00.0%Unchanged
Wealth Advisory Solutions, LLC2,237$217.8K0.06%+2,237New
LRI Investments, LLC2,243$218.4K0.02%+88+4.1%Added
Navellier & Associates Inc2,250$219.0K0.03%+2,250New
Confluence Wealth Services, Inc.2,258$219.8K0.01%+2,258New
Spectrum Strategic Capital Management, LLC2,270$221.0K0.14%+2,270New
Stonegate Investment Group, LLC2,272$221.2K0.01%+2,272New
Fielder Capital Group LLC2,272$221.2K0.06%+2,272New
Berger Financial Group, Inc2,276$221.5K0.01%+2,276New
Walkner Condon Financial Advisors LLC2,283$222.2K0.04%+2,283New
Allen Capital Group, LLC2,284$222.3K0.02%+2,284New
Washington Trust Advisors, Inc.2,293$223.2K0.02%00.0%Unchanged
Leigh Baldwin & Co., LLC2,300$223.9K0.15%+2,300New