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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 453,746 | $44.2M | 0.36% | −33,809−6.9% | Reduced |
| Fisher Asset Management, LLC | 449,510 | $43.8M | 0.02% | −469,613−51.1% | Reduced |
| NewEdge Wealth, LLC | 440,727 | $43.7M | 0.68% | +11,492+2.7% | Added |
| Cerity Partners LLC | 445,467 | $43.4M | 0.08% | +14,519+3.4% | Added |
| Colony Group, LLC | 442,905 | $43.1M | 0.09% | +762+0.2% | Added |
| Nicholas Company, Inc. | 442,540 | $43.1M | 0.72% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 433,369 | $42.2M | 0.16% | −6,944−1.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 430,667 | $41.9M | 1.62% | −24,084−5.3% | Reduced |
| US Bancorp | 413,392 | $40.2M | 0.05% | −24,440−5.6% | Reduced |
| Clearbridge Investments, LLC | 408,118 | $39.7M | 0.03% | −365,266−47.2% | Reduced |
| Teacher Retirement System of Texas | 405,538 | $39.5M | 0.17% | −225,167−35.7% | Reduced |
| Forsta Ap-Fonden | 401,300 | $39.1M | 0.26% | +2,500+0.6% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 400,000 | $38.9M | 0.60% | −100,000−20.0% | Reduced |
| CIBC Asset Management Inc | 397,326 | $38.7M | 0.12% | −18,844−4.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 396,172 | $38.6M | 0.22% | −31,754−7.4% | Reduced |
| MetLife Investment Management | 384,122 | $37.4M | 0.22% | −5,294−1.4% | Reduced |
| Public Sector Pension Investment Board | 382,203 | $37.2M | 0.16% | −459,575−54.6% | Reduced |
| State of Tennessee, Treasury Department | 379,646 | $37.0M | 0.13% | −83,423−18.0% | Reduced |
| State of Michigan Retirement System | 377,100 | $36.7M | 0.19% | +700+0.2% | Added |
| Arizona State Retirement System | 375,079 | $36.5M | 0.21% | −2,454−0.7% | Reduced |
| Cetera Investment Advisers | 371,749 | $36.2M | 0.06% | +18,157+5.1% | Added |
| British Columbia Investment Management Corp | 371,139 | $36.1M | 0.21% | −44,103−10.6% | Reduced |
| Ceredex Value Advisors LLC | 371,127 | $36.1M | 0.78% | −542,489−59.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 365,060 | $35.5M | 0.33% | +58,500+19.1% | Added |
| Lido Advisors, LLC | 361,014 | $35.2M | 0.18% | +86,524+31.5% | Added |
| Xponance, Inc. | 355,459 | $34.6M | 0.29% | +8,432+2.4% | Added |
| Janney Montgomery Scott LLC | 351,493 | $34.2M | 0.09% | −103,431−22.7% | Reduced |
| Two Sigma Advisers, LP | 343,400 | $33.4M | 0.07% | +189,200+122.7% | Added |
| NEOS Investment Management LLC | 341,035 | $33.2M | 0.41% | +132,510+63.5% | Added |
| Empire Life Investments Inc. | 336,138 | $32.7M | 2.08% | +53,897+19.1% | Added |
| Trybe Capital Management LP | 336,041 | $32.7M | 7.98% | +336,041 | New |
| Calamos Advisors LLC | 335,595 | $32.7M | 0.14% | +171+0.1% | Added |
| Spinecap SAS | 332,999 | $32.4M | 16.87% | +332,999 | New |
| Wealth Enhancement Advisory Services, LLC | 321,491 | $31.8M | 0.05% | +21,298+7.1% | Added |
| AustralianSuper Pty Ltd | 324,996 | $31.6M | 0.16% | +324,996 | New |
| Harbor Island Capital LLC | 324,475 | $31.6M | 14.82% | −30,645−8.6% | Reduced |
| Burney Co | 324,314 | $31.6M | 1.07% | +30,436+10.4% | Added |
| Crestwood Advisors Group LLC | 322,659 | $31.4M | 0.56% | −16,909−5.0% | Reduced |
| Nearwater Capital Markets, Ltd | 320,000 | $31.1M | 0.50% | +320,000 | New |
| 1832 Asset Management L.P. | 319,218 | $31.1M | 0.05% | +271,901+574.6% | Added |
| Federated Hermes, Inc. | 317,034 | $30.9M | 0.06% | −273,816−46.3% | Reduced |
| Neville Rodie & Shaw Inc | 314,442 | $30.6M | 2.27% | −8,250−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 313,711 | $30.5M | 0.16% | +20,154+6.9% | Added |
| Czech National Bank | 312,661 | $30.4M | 0.24% | +17,824+6.0% | Added |
| Dana Investment Advisors, Inc. | 304,407 | $29.6M | 0.98% | +92,873+43.9% | Added |
| Two Sigma Investments, LP | 303,888 | $29.6M | 0.05% | +47,229+18.4% | Added |
| Daiwa Securities Group Inc. | 298,003 | $29.0M | 0.11% | +7,389+2.5% | Added |
| Meridiem Capital Partners LP | 296,553 | $28.9M | 2.08% | +227,877+331.8% | Added |
| McGuire Investment Group, LLC | 295,928 | $28.8M | 3.68% | +1,447+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 294,764 | $28.7M | 0.34% | +994+0.3% | Added |
| Vontobel Holding Ltd. | 291,124 | $28.3M | 0.09% | −48,841−14.4% | Reduced |
| Aquatic Capital Management LLC | 284,732 | $27.7M | 0.56% | +284,732 | New |
| Adams Diversified Equity Fund, Inc. | 283,900 | $27.6M | 0.99% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 283,423 | $27.6M | 4.55% | −14,220−4.8% | Reduced |
| Rockefeller Capital Management L.P. | 280,872 | $27.3M | 0.06% | +32,107+12.9% | Added |
| Talos Asset Management LP | 279,834 | $27.2M | 6.53% | +68,834+32.6% | Added |
| Amalgamated Bank | 278,323 | $27.1M | 0.21% | +5,710+2.1% | Added |
| CBOE Vest Financial, LLC | 277,326 | $27.0M | 0.38% | +133,993+93.5% | Added |
| Retirement Systems of Alabama | 274,474 | $26.7M | 0.10% | −1,372−0.5% | Reduced |
| Assetmark, Inc | 269,937 | $26.3M | 0.06% | −98,706−26.8% | Reduced |
| Moneta Group Investment Advisors LLC | 266,621 | $26.0M | 0.31% | −2,273−0.8% | Reduced |
| Wealth Architects, LLC | 263,334 | $25.6M | 2.60% | −989−0.4% | Reduced |
| CIBC World Markets Inc. | 263,166 | $25.6M | 0.06% | +68,594+35.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 263,089 | $25.6M | 1.38% | +1310.0% | Added |
| Empowered Funds, LLC | 261,016 | $25.4M | 0.29% | +73,544+39.2% | Added |
| Pathstone Holdings, LLC | 256,016 | $25.1M | 0.10% | −12,254−4.6% | Reduced |
| IFM Investors Pty Ltd | 255,545 | $24.9M | 0.24% | +6,495+2.6% | Added |
| Braun Stacey Associates Inc | 254,993 | $24.8M | 0.90% | −44,555−14.9% | Reduced |
| GF Fund Management Co. Ltd. | 254,752 | $24.8M | 0.50% | +6,459+2.6% | Added |
| Advisor Group Holdings, Inc. | 258,806 | $24.7M | 0.04% | +19,495+8.1% | Added |
| CIBC World Markets Corp | 252,268 | $24.6M | 0.16% | +97,296+62.8% | Added |
| Penserra Capital Management LLC | 250,963 | $24.4M | 0.34% | +5,713+2.3% | Added |
| Capco Asset Management, LLC | 249,290 | $24.3M | 5.10% | −508−0.2% | Reduced |
| Verition Fund Management LLC | 246,944 | $24.0M | 0.14% | −426,555−63.3% | Reduced |
| UniSuper Management Pty Ltd | 246,761 | $24.0M | 0.16% | −9,755−3.8% | Reduced |
| Silvercrest Asset Management Group LLC | 245,421 | $23.9M | 0.16% | +66,756+37.4% | Added |
| Allspring Global Investments Holdings, LLC | 246,691 | $23.9M | 0.04% | +19,007+8.3% | Added |
| Comerica Bank | 244,627 | $23.8M | 0.09% | −3,532−1.4% | Reduced |
| Gradient Investments LLC | 244,452 | $23.8M | 0.44% | +10,427+4.5% | Added |
| Ci Investments Inc. | 239,560 | $23.3M | 0.09% | +337+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 233,152 | $23.3M | 1.58% | −26,417−10.2% | Reduced |
| Huntington National Bank | 238,154 | $23.2M | 0.15% | −14,013−5.6% | Reduced |
| Varma Mutual Pension Insurance Co | 238,030 | $23.2M | 0.17% | −16,300−6.4% | Reduced |
| Four Tree Island Advisory LLC | 234,544 | $22.8M | 16.06% | −20,822−8.2% | Reduced |
| Phoenix Holdings Ltd. | 231,346 | $22.6M | 0.30% | −20,131−8.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 231,458 | $22.5M | 0.08% | +4,412+1.9% | Added |
| USS Investment Management Ltd | 228,909 | $22.3M | 0.14% | +2,273+1.0% | Added |
| Zacks Investment Management | 228,497 | $22.2M | 0.19% | +217,803+2,036.7% | Added |
| Lazard Asset Management LLC | 227,086 | $22.1M | 0.03% | −140−0.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 226,140 | $22.1M | 0.97% | +12,620+5.9% | Added |
| Macquarie Group Ltd | 222,091 | $21.6M | 0.03% | −16,601−7.0% | Reduced |
| Pacer Advisors, Inc. | 220,953 | $21.5M | 0.05% | −620.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 220,493 | $21.5M | 0.61% | +17,234+8.5% | Added |
| Manchester Global Management (UK) Ltd | 220,436 | $21.5M | 3.09% | +220,436 | New |
| Caxton Associates LLP | 219,048 | $21.3M | 0.55% | +215,762+6,566.1% | Added |
| Polar Asset Management Partners Inc. | 218,970 | $21.3M | 0.53% | +218,970 | New |
| Oddo BHF Asset Management SAS | 218,287 | $21.2M | 0.81% | −7,646−3.4% | Reduced |
| Point72 (DIFC) Ltd | 218,100 | $21.2M | 1.69% | +26,300+13.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 217,038 | $21.2M | 0.47% | −4,388−2.0% | Reduced |
| Utah Retirement Systems | 211,522 | $20.6M | 0.22% | −1,648−0.8% | Reduced |