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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,301,501 | $126.7M | 0.04% | +145,794+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,293,768 | $125.9M | 0.44% | −34,151−2.6% | Reduced |
| HM Payson & Co | 1,293,129 | $125.9M | 1.99% | +132,727+11.4% | Added |
| DJE Kapital AG | 1,294,931 | $125.8M | 3.07% | +933,546+258.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,286,887 | $125.3M | 0.09% | +1,286,887 | New |
| State Board of Administration of Florida Retirement System | 1,271,816 | $123.8M | 0.22% | +9,216+0.7% | Added |
| Los Angeles Capital Management LLC | 1,254,343 | $122.1M | 0.46% | +511,377+68.8% | Added |
| Captrust Financial Advisors | 1,222,223 | $119.0M | 0.27% | +37,545+3.2% | Added |
| RE Advisers Corp | 1,135,700 | $110.5M | 2.62% | +3,900+0.3% | Added |
| Man Group plc | 1,128,747 | $109.9M | 0.24% | +517,751+84.7% | Added |
| Zurich Insurance Group Ltd | 1,122,432 | $109.3M | 0.84% | +100,837+9.9% | Added |
| Bank of Nova Scotia | 1,120,512 | $109.1M | 0.22% | +442,860+65.4% | Added |
| Worldquant Millennium Advisors LLC | 1,082,312 | $105.4M | 0.52% | +207,688+23.7% | Added |
| HighTower Advisors, LLC | 1,076,575 | $104.8M | 0.13% | +78,949+7.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,076,576 | $104.8M | 0.20% | −152,183−12.4% | Reduced |
| Assenagon Asset Management S.A. | 1,075,091 | $104.6M | 0.17% | +207,089+23.9% | Added |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $103.1M | 0.59% | 00.0% | Unchanged |
| NZS Capital, LLC | 1,054,878 | $102.7M | 3.49% | +123,118+13.2% | Added |
| New York State Teachers Retirement System | 1,044,815 | $101.7M | 0.21% | +55,588+5.6% | Added |
| Candriam Luxembourg S.C.A. | 1,030,267 | $100.3M | 0.58% | +196,434+23.6% | Added |
| Standard Life Aberdeen plc | 1,013,051 | $98.7M | 0.17% | +60,582+6.4% | Added |
| Natixis | 1,013,403 | $98.6M | 0.49% | −108,514−9.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,003,847 | $97.7M | 0.17% | +389,536+63.4% | Added |
| Eventide Asset Management, LLC | 996,897 | $97.3M | 1.70% | +259,702+35.2% | Added |
| Mariner, LLC | 975,510 | $95.0M | 0.14% | +24,698+2.6% | Added |
| Korea Investment CORP | 973,557 | $94.8M | 0.21% | +34,717+3.7% | Added |
| Caisse de Depot Et Placement du Quebec | 972,820 | $94.7M | 0.20% | −21,896−2.2% | Reduced |
| Associated Banc-Corp | 968,302 | $94.3M | 2.67% | +4,912+0.5% | Added |
| Aviva PLC | 967,245 | $94.2M | 0.19% | −35,668−3.6% | Reduced |
| Holocene Advisors, LP | 909,420 | $88.5M | 0.22% | −649,202−41.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 898,951 | $87.5M | 0.20% | +29,770+3.4% | Added |
| Glenmede Investment Management, LP | 885,080 | $86.2M | 0.44% | +885,080 | New |
| Schroder Investment Management Group | 876,645 | $85.3M | 0.07% | −1,311,143−59.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 870,000 | $84.9M | 0.84% | −660,000−43.1% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 863,463 | $84.0M | 6.91% | +366,774+73.8% | Added |
| KBC Group NV | 849,039 | $82.6M | 0.22% | +48,336+6.0% | Added |
| Jennison Associates LLC | 844,643 | $82.2M | 0.05% | −1280.0% | Reduced |
| Guggenheim Capital LLC | 833,227 | $81.1M | 0.66% | +32,836+4.1% | Added |
| Panagora Asset Management Inc | 832,578 | $81.0M | 0.37% | +11,461+1.4% | Added |
| Stifel Financial Corp | 832,430 | $81.0M | 0.08% | +130,629+18.6% | Added |
| Susquehanna International Group, LLP | 822,170 | $80.0M | 0.12% | −576,193−41.2% | Reduced |
| Crosslink Capital Inc | 815,840 | $79.4M | 4.52% | +124,000+17.9% | Added |
| Ossiam | 810,922 | $78.9M | 0.89% | +231,685+40.0% | Added |
| AXA S.A. | 793,787 | $77.3M | 0.22% | +163,970+26.0% | Added |
| Storebrand Asset Management AS | 775,023 | $75.4M | 0.22% | −738,669−48.8% | Reduced |
| Toronto Dominion Bank | 770,153 | $75.0M | 0.16% | −536,619−41.1% | Reduced |
| Jupiter Asset Management Ltd | 766,339 | $74.6M | 0.62% | +694,848+971.9% | Added |
| Truist Financial Corp | 763,628 | $74.3M | 0.11% | +369,789+93.9% | Added |
| Northwestern Mutual Wealth Management Co | 740,049 | $72.0M | 0.05% | +59,477+8.7% | Added |
| Platinum Investment Management Ltd | 733,193 | $71.4M | 4.75% | −411,137−35.9% | Reduced |
| Freestone Grove Partners LP | 728,322 | $70.9M | 0.54% | −871,408−54.5% | Reduced |
| Parnassus Investments | 728,028 | $70.9M | 0.16% | −44,430−5.8% | Reduced |
| Skye Global Management LP | 728,000 | $70.9M | 1.51% | −274,000−27.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 723,214 | $70.4M | 0.28% | −2,491,537−77.5% | Reduced |
| Royal London Asset Management Ltd | 711,159 | $69.2M | 0.16% | −23,064−3.1% | Reduced |
| Triple Frond Partners LLC | 706,615 | $68.8M | 7.78% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 698,631 | $68.0M | 0.22% | +86,226+14.1% | Added |
| Artemis Investment Management LLP | 692,081 | $67.4M | 0.87% | +360,487+108.7% | Added |
| State of Wisconsin Investment Board | 685,796 | $66.8M | 0.16% | −165,778−19.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 684,215 | $66.6M | 0.19% | +2,509+0.4% | Added |
| APG Asset Management N.V. | 796,023 | $66.0M | 0.20% | +49,004+6.6% | Added |
| ING Groep NV | 676,925 | $65.9M | 0.40% | −479,638−41.5% | Reduced |
| KLP Kapitalforvaltning AS | 673,080 | $65.6M | 0.28% | +15,800+2.4% | Added |
| Atalanta Sosnoff Capital, LLC | 672,351 | $65.4M | 1.33% | +672,351 | New |
| Baird Financial Group, Inc. | 667,781 | $65.0M | 0.11% | +148,431+28.6% | Added |
| Natixis Advisors, L.P. | 667,202 | $64.9M | 0.10% | −52,978−7.4% | Reduced |
| Andra AP-fonden | 663,995 | $64.6M | 0.90% | +87,500+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 660,570 | $64.3M | 0.16% | +31,491+5.0% | Added |
| Vaughan David Investments LLC | 620,609 | $60.4M | 1.35% | +875+0.1% | Added |
| Nomura Asset Management Co Ltd | 618,118 | $60.2M | 0.16% | +12,234+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 617,838 | $60.1M | 0.26% | −79,148−11.4% | Reduced |
| Virginia Retirement Systems Et Al | 606,375 | $59.0M | 0.41% | +299,755+97.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 588,864 | $57.3M | 0.06% | −36,360−5.8% | Reduced |
| Driehaus Capital Management LLC | 575,535 | $56.0M | 0.45% | +575,535 | New |
| STRS Ohio | 559,035 | $54.4M | 0.20% | −16,570−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 552,867 | $53.8M | 0.18% | −7,096−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 552,691 | $53.8M | 0.17% | +10,476+1.9% | Added |
| Creative Planning | 546,481 | $53.2M | 0.05% | −6,558−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 537,348 | $52.4M | 0.24% | +120,328+28.9% | Added |
| Quantinno Capital Management LP | 532,571 | $51.8M | 0.22% | +181,599+51.7% | Added |
| Swiss Life Asset Management Ltd | 532,330 | $51.8M | 0.31% | +125,875+31.0% | Added |
| QRG Capital Management, Inc. | 530,452 | $51.6M | 0.45% | +81,068+18.0% | Added |
| Handelsbanken Fonder AB | 530,061 | $51.6M | 0.18% | −52,076−8.9% | Reduced |
| Castleark Management LLC | 522,650 | $50.9M | 1.53% | +295,712+130.3% | Added |
| Mercer Global Advisors Inc | 514,914 | $50.1M | 0.11% | +62,150+13.7% | Added |
| Commonwealth Equity Services, LLC | 514,099 | $50.0M | 0.07% | +67,516+15.1% | Added |
| Guinness Asset Management LTD | 497,423 | $48.4M | 0.87% | −10,199−2.0% | Reduced |
| ARS Investment Partners, LLC | 492,130 | $47.9M | 3.49% | +4,504+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 490,942 | $47.8M | 0.10% | −71,635−12.7% | Reduced |
| Junto Capital Management LP | 490,491 | $47.7M | 1.01% | +490,491 | New |
| Mn Services Vermogensbeheer B.V. | 482,340 | $47.0M | 0.33% | −5,800−1.2% | Reduced |
| Value Aligned Research Advisors, LLC | 482,330 | $47.0M | 2.10% | +460,816+2,141.9% | Added |
| Pinnacle Associates Ltd | 476,943 | $46.4M | 0.67% | −117,775−19.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 473,090 | $46.1M | 0.68% | +25,984+5.8% | Added |
| Flputnam Investment Management Co | 471,681 | $45.9M | 0.79% | −4,531−1.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 467,293 | $45.5M | 0.22% | +25,478+5.8% | Added |
| Nissay Asset Management Corp | 464,152 | $45.2M | 0.26% | +23,483+5.3% | Added |
| Wellington Management Group LLP | 460,488 | $44.8M | 0.01% | −1,817,979−79.8% | Reduced |
| Generate Investment Management Ltd | 457,467 | $44.5M | 2.47% | +141,982+45.0% | Added |
| State Farm Mutual Automobile Insurance Co | 455,360 | $44.3M | 0.04% | 00.0% | Unchanged |