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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
MTM Investment Management, LLC3,010$293.0K0.10%+3,010New
Wall Street Financial Group, Inc.3,013$293.3K0.26%+3,013New
Dock Street Asset Management Inc3,014$293.4K0.03%−120−3.8%Reduced
Murphy & Mullick Capital Management Corp3,095$294.3K0.24%−85−2.7%Reduced
Pinnacle Financial Partners Inc3,024$294.4K0.01%+265+9.6%Added
Traynor Capital Management, Inc.3,048$295.1K0.02%−541−15.1%Reduced
Foronjy Financial LLC3,034$295.3K0.14%+3,034New
Cyndeo Wealth Partners, LLC3,034$295.3K0.02%+3,034New
Triad Wealth Partners, LLC3,038$295.8K0.06%−1,162−27.7%Reduced
Chesley Taft & Associates LLC3,040$295.9K0.01%00.0%Unchanged
Parsons Capital Management Inc3,045$296.4K0.02%−500−14.1%Reduced
Schnieders Capital Management LLC3,060$297.9K0.05%00.0%Unchanged
Patton Fund Management, Inc.3,083$300.1K0.07%+3,083New
Westmount Partners, LLC3,095$301.3K0.08%00.0%Unchanged
Moss Adams Wealth Advisors LLC3,089$301.4K0.03%−2,279−42.5%Reduced
Kavar Capital Partners Group, LLC3,116$303.3K0.04%00.0%Unchanged
McAdam, LLC3,123$304.0K0.02%+3,123New
TAGStone Capital, Inc.3,000$305.3K0.13%+3,000New
Zullo Investment Group, Inc.3,144$306.0K0.12%−63−2.0%Reduced
Mayport, LLC3,151$306.7K0.07%+11+0.4%Added
Apella Capital, LLC3,126$306.7K0.01%−155−4.7%Reduced
Watts Gwilliam & Co., LLC2,448$309.2K0.05%+2,448New
Atala Financial Inc3,177$309.2K0.21%00.0%Unchanged
Fragasso Group Inc.3,186$310.1K0.02%+3,186New
Simmons Bank3,190$310.5K0.02%−550−14.7%Reduced
Leo Wealth, LLC3,205$312.0K0.02%+3,205New
FDx Advisors, Inc.3,211$313.0K0.10%+3,211New
OneAscent Wealth Management LLC3,212$313.0K0.12%+3,212New
Strategies Wealth Advisors, LLC3,216$313.1K0.03%−70−2.1%Reduced
Gitterman Wealth Management, LLC3,219$313.3K0.07%+3,219New
Aries Wealth Management3,220$313.4K0.08%00.0%Unchanged
Harbour Investments, Inc.3,230$314.4K0.01%+192+6.3%Added
Lester Murray Antman dba SimplyRich3,240$315.0K0.09%00.0%Unchanged
Fiduciary Alliance LLC3,248$316.1K0.02%+3,248New
Ipswich Investment Management Co., Inc.3,250$316.4K0.08%00.0%Unchanged
Integrated Investment Consultants, LLC3,263$317.6K0.06%+3,263New
Pines Wealth Management, LLC3,230$319.2K0.11%+3,230New
Five Oceans Advisors3,284$319.7K0.14%−10.0%Reduced
Cooper Financial Group3,288$320.1K0.04%−1,224−27.1%Reduced
Newbridge Financial Services Group, Inc.3,292$320.4K0.05%00.0%Unchanged
Sovran Advisors, LLC3,210$320.5K0.03%+3,210New
Blume Capital Management, Inc.3,300$321.2K0.07%−9−0.3%Reduced
Poehling Capital Management, LLC3,300$321.2K0.08%00.0%Unchanged
MBB Public Markets I LLC3,321$323.3K0.04%−771−18.8%Reduced
Winch Advisory Services, LLC3,326$323.8K0.08%+17+0.5%Added
Natural Investments, LLC3,329$324.0K0.08%+416+14.3%Added
Fiduciary Wealth Partners, LLC3,331$324.3K0.31%+3,131+1,565.5%Added
Affinity Wealth Management LLC3,370$328.0K0.05%00.0%Unchanged
Onefund, LLC3,380$329.0K0.24%−4−0.1%Reduced
Hudock, Inc.3,394$330.4K0.05%+387+12.9%Added
SNS Financial Group, LLC3,389$330.7K0.03%−9−0.3%Reduced
Northstar Group, Inc.3,400$331.0K0.05%00.0%Unchanged
Brass Tax Wealth Management, Inc3,400$331.0K0.06%00.0%Unchanged
Scott Marsh Financial, LLC3,404$331.3K0.12%+3,404New
West Michigan Advisors, LLC3,406$332.3K0.09%−319−8.6%Reduced
CFM Wealth Partners LLC3,426$333.5K0.05%−2,324−40.4%Reduced
Davis R M Inc3,429$333.8K0.01%+3,429New
Portfolio Design Labs, LLC3,429$333.8K0.07%−952−21.7%Reduced
CLG LLC3,445$335.3K0.10%+10.0%Added
Equitable Trust Co3,449$335.7K0.02%−1,125−24.6%Reduced
Allianz SE3,460$336.8K0.01%−16,710−82.8%Reduced
Arete Wealth Advisors, LLC3,458$337.0K0.02%+399+13.0%Added
Powell Investment Advisors, LLC3,460$337.6K0.13%00.0%Unchanged
GTS Securities LLC3,469$337.7K0.02%−10,842−75.8%Reduced
Sivia Capital Partners, LLC3,482$338.9K0.12%−210−5.7%Reduced
Thrive Wealth Management, LLC3,494$340.1K0.05%+87+2.6%Added
Garrett Wealth Advisory Group, LLC3,494$340.1K0.07%00.0%Unchanged
Stillwater Capital Advisors, LLC3,500$340.7K0.04%−108−3.0%Reduced
Destination Wealth Management3,511$341.8K0.01%+191+5.8%Added
Seven Mile Advisory3,518$342.4K0.21%−556−13.6%Reduced
Consilium Wealth Advisory, LLC3,540$344.6K0.15%00.0%Unchanged
Wealthquest Corp3,564$346.9K0.03%+38+1.1%Added
MONECO Advisors, LLC3,576$348.1K0.03%+88+2.5%Added
Sittner & Nelson, LLC3,595$349.9K0.14%+195+5.7%Added
Relyea Zuckerberg Hanson LLC3,595$349.9K0.04%−200−5.3%Reduced
Wexford Capital LP3,603$350.7K0.10%−727−16.8%Reduced
Evermay Wealth Management LLC3,632$353.8K0.04%+1,292+55.2%Added
Financial Management Professionals, Inc.3,631$354.3K0.04%−316−8.0%Reduced
Stock Yards Bank & Trust Co3,649$355.2K0.01%+39+1.1%Added
RMR Wealth Builders3,680$358.2K0.03%−157−4.1%Reduced
Rothschild Investment LLC3,684$358.6K0.02%−595−13.9%Reduced
WealthBridge Capital Management, LLC3,691$359.3K0.09%+3,691New
Whelan Financial3,699$360.1K0.13%−245−6.2%Reduced
Jaffetilchin Investment Partners, LLC3,732$363.3K0.02%+3,732New
FSM Wealth Advisors, LLC3,711$364.2K0.06%+3,711New
Williams & Novak, LLC3,750$365.0K0.31%00.0%Unchanged
CoreCap Advisors, LLC3,757$365.7K0.01%+2,312+160.0%Added
Drive Wealth Management, LLC3,749$365.8K0.08%+829+28.4%Added
Vivaldi Capital Management, LLC3,763$366.3K0.05%+46+1.2%Added
Kendall Capital Management3,770$367.0K0.10%00.0%Unchanged
MUFG Securities EMEA plc3,782$368.1K0.02%−118,217−96.9%Reduced
Delta Investment Management, LLC3,783$368.3K0.07%+3+0.1%Added
Fundamentun, LLC3,786$368.5K0.02%+737+24.2%Added
Congress Asset Management Co3,788$368.7K0.00%+14+0.4%Added
Grassi Investment Management3,800$370.0K0.03%−200−5.0%Reduced
Franklin Street Advisors Inc3,805$370.0K0.02%+815+27.3%Added
Cornerstone Wealth Group, LLC3,819$371.7K0.03%+352+10.2%Added
Core Alternative Capital3,830$372.8K0.10%−7,360−65.8%Reduced
Corton Capital Inc.3,846$374.4K0.44%+3,846New
Walker Asset Management, LLC3,876$377.3K0.22%+14+0.4%Added