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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 210,443 | $20.5M | 0.19% | −16,457−7.3% | Reduced |
| Paradiem, LLC | 205,809 | $20.0M | 5.06% | +205,809 | New |
| Baker Avenue Asset Management, LP | 204,749 | $19.9M | 0.57% | −4,557−2.2% | Reduced |
| Walleye Capital LLC | 203,196 | $19.8M | 0.18% | −160,151−44.1% | Reduced |
| JustInvest LLC | 202,727 | $19.7M | 0.22% | +9,208+4.8% | Added |
| Distillate Capital Partners LLC | 201,166 | $19.6M | 1.05% | −93,971−31.8% | Reduced |
| Davidson Kempner Capital Management LP | 200,000 | $19.5M | 0.30% | −50,000−20.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 194,171 | $18.9M | 0.18% | +7,174+3.8% | Added |
| Trexquant Investment LP | 193,032 | $18.8M | 0.21% | −525,378−73.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 192,618 | $18.7M | 0.18% | +60,253+45.5% | Added |
| New York Life Investment Management LLC | 192,258 | $18.7M | 0.18% | +1,472+0.8% | Added |
| Ethic Inc. | 187,307 | $18.2M | 0.33% | +3,617+2.0% | Added |
| Squarepoint Ops LLC | 184,991 | $18.0M | 0.04% | −127,640−40.8% | Reduced |
| Ieq Capital, LLC | 182,546 | $17.8M | 0.11% | −2,693−1.5% | Reduced |
| Banque Pictet & Cie SA | 182,486 | $17.8M | 0.18% | −14,572−7.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 180,407 | $17.6M | 0.13% | −690,968−79.3% | Reduced |
| Mutual of America Capital Management LLC | 180,391 | $17.6M | 0.19% | −3,169−1.7% | Reduced |
| Toroso Investments, LLC | 179,755 | $17.5M | 0.11% | +54,901+44.0% | Added |
| OP Asset Management Ltd | 177,070 | $17.2M | 0.25% | +2,797+1.6% | Added |
| Shelton Capital Management | 175,361 | $17.1M | 0.39% | −5,007−2.8% | Reduced |
| Profund Advisors LLC | 174,980 | $17.0M | 0.61% | +8,564+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 172,525 | $16.8M | 0.15% | +30,720+21.7% | Added |
| Mediolanum International Funds Ltd | 172,688 | $16.8M | 0.20% | +15,884+10.1% | Added |
| Covington Investment Advisors Inc. | 172,355 | $16.8M | 2.40% | +1,010+0.6% | Added |
| Cozad Asset Management Inc | 171,090 | $16.7M | 1.46% | +9,950+6.2% | Added |
| Public Employees Retirement Association of Colorado | 168,753 | $16.4M | 0.06% | −4,257−2.5% | Reduced |
| Linscomb & Williams, Inc. | 167,083 | $16.3M | 0.75% | −440−0.3% | Reduced |
| Raiffeisen Bank International AG | 168,621 | $16.2M | 0.24% | +17,119+11.3% | Added |
| D. E. Shaw & Co., Inc. | 165,815 | $16.1M | 0.02% | −135,081−44.9% | Reduced |
| Coldstream Capital Management Inc | 164,770 | $16.0M | 0.26% | +83,292+102.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 164,520 | $16.0M | 2.58% | −500.0% | Reduced |
| LMR Partners LLP | 164,500 | $16.0M | 0.25% | −60,778−27.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 164,490 | $16.0M | 0.05% | −9,161−5.3% | Reduced |
| Eldred Rock Partners, LLC | 161,946 | $15.8M | 4.79% | −8,623−5.1% | Reduced |
| Louisiana State Employees Retirement System | 161,000 | $15.7M | 0.28% | −1,800−1.1% | Reduced |
| Science & Technology Partners, L.P. | 161,000 | $15.7M | 4.11% | +64,950+67.6% | Added |
| Benjamin Edwards Inc | 160,459 | $15.6M | 0.20% | +3,150+2.0% | Added |
| Hosking Partners LLP | 160,298 | $15.6M | 0.62% | −1,318−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 159,564 | $15.5M | 0.11% | −2,256−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 158,943 | $15.5M | 1.29% | +102,553+181.9% | Added |
| Yousif Capital Management, LLC | 158,816 | $15.5M | 0.17% | −1,806−1.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 158,512 | $15.4M | 1.11% | +113,586+252.8% | Added |
| Advisory Services Network, LLC | 162,346 | $15.4M | 0.25% | +16,494+11.3% | Added |
| Terry L. Blaker | 157,273 | $15.3M | 0.59% | −24,692−13.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 155,078 | $15.1M | 0.14% | +2,749+1.8% | Added |
| Nemes Rush Group LLC | 154,980 | $15.1M | 1.64% | +9,625+6.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 154,694 | $15.1M | 0.06% | +1,339+0.9% | Added |
| Fifth Third Bancorp | 153,605 | $15.0M | 0.05% | −4,176−2.6% | Reduced |
| South Dakota Investment Council | 153,139 | $14.9M | 0.29% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 152,849 | $14.9M | 0.40% | +56,281+58.3% | Added |
| Kestra Advisory Services, LLC | 152,233 | $14.8M | 0.07% | +11,766+8.4% | Added |
| Genus Capital Management Inc. | 148,720 | $14.5M | 1.84% | +148,720 | New |
| iA Global Asset Management Inc. | 146,206 | $14.2M | 0.21% | +322+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 145,461 | $14.2M | 0.06% | −134,965−48.1% | Reduced |
| GAM Holding AG | 144,036 | $14.0M | 0.99% | +37,341+35.0% | Added |
| State of Alaska, Department of Revenue | 143,800 | $14.0M | 0.15% | −6,615−4.4% | Reduced |
| MML Investors Services, LLC | 143,045 | $13.9M | 0.04% | +45,528+46.7% | Added |
| Tower Bridge Advisors | 138,551 | $13.5M | 1.45% | −2,899−2.0% | Reduced |
| Employees Provident Fund Board | 135,000 | $13.1M | 0.11% | −531−0.4% | Reduced |
| Level Four Advisory Services, LLC | 134,432 | $13.1M | 0.48% | +10,816+8.7% | Added |
| Twin Tree Management, LP | 133,846 | $13.0M | 0.33% | −193,841−59.2% | Reduced |
| Sanctuary Advisors, LLC | 131,129 | $12.8M | 0.08% | +7,022+5.7% | Added |
| Harber Asset Management LLC | 130,796 | $12.7M | 4.10% | +43,046+49.1% | Added |
| Cullen/Frost Bankers, Inc. | 130,061 | $12.7M | 0.16% | +362+0.3% | Added |
| First Citizens Bank & Trust Co | 130,025 | $12.7M | 0.23% | +8,123+6.7% | Added |
| Maytus Capital Management, LLC | 126,698 | $12.3M | 2.27% | −70,404−35.7% | Reduced |
| Bowie Capital Management, LLC | 126,003 | $12.3M | 0.58% | +69,123+121.5% | Added |
| Thrivent Financial for Lutherans | 125,693 | $12.2M | 0.03% | +28,716+29.6% | Added |
| Arvest Bank Trust Division | 125,434 | $12.2M | 0.71% | −47,928−27.6% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 123,952 | $12.1M | 3.20% | −74,655−37.6% | Reduced |
| HB Wealth Management, LLC | 123,574 | $12.0M | 0.10% | +10,352+9.1% | Added |
| Harvest Fund Management Co., Ltd | 123,398 | $12.0M | 0.57% | −40,386−24.7% | Reduced |
| Great Lakes Advisors, LLC | 123,088 | $12.0M | 0.10% | −6,320−4.9% | Reduced |
| Baker Ellis Asset Management LLC | 122,905 | $12.0M | 1.64% | −1,425−1.1% | Reduced |
| Midwest Trust Co | 121,059 | $11.8M | 0.16% | +121,059 | New |
| Gateway Investment Advisers LLC | 120,637 | $11.7M | 0.13% | +9,142+8.2% | Added |
| Graham Capital Management, L.P. | 120,407 | $11.7M | 0.36% | +25,314+26.6% | Added |
| Wealthfront Advisers LLC | 120,036 | $11.7M | 0.03% | −18,355−13.3% | Reduced |
| ASR Vermogensbeheer N.V. | 119,625 | $11.6M | 0.15% | −451−0.4% | Reduced |
| Brevan Howard Capital Management LP | 118,725 | $11.6M | 0.13% | +13,315+12.6% | Added |
| Black Creek Investment Management Inc. | 118,269 | $11.5M | 0.53% | +92,488+358.7% | Added |
| Carderock Capital Management Inc | 118,243 | $11.5M | 2.95% | +9,340+8.6% | Added |
| Seizert Capital Partners, LLC | 118,191 | $11.5M | 0.51% | +22,305+23.3% | Added |
| Balyasny Asset Management LLC | 116,233 | $11.3M | 0.03% | −1,303,498−91.8% | Reduced |
| Generali Asset Management SPA SGR | 114,369 | $11.1M | 0.25% | −48,135−29.6% | Reduced |
| Crossmark Global Holdings, Inc. | 114,247 | $11.1M | 0.18% | −10,369−8.3% | Reduced |
| Avanza Fonder AB | 114,219 | $11.1M | 0.33% | +5,485+5.0% | Added |
| YHB Investment Advisors, Inc. | 113,424 | $11.0M | 0.85% | −283−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 110,509 | $10.8M | 0.19% | +200+0.2% | Added |
| GDS Wealth Management | 110,215 | $10.7M | 0.78% | +32,930+42.6% | Added |
| Winmill & Co. Inc | 109,000 | $10.6M | 2.95% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 108,770 | $10.6M | 1.07% | −19,453−15.2% | Reduced |
| Investment Management Corp of Ontario | 108,638 | $10.6M | 0.15% | +51,555+90.3% | Added |
| Viking Fund Management LLC | 107,000 | $10.4M | 1.43% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 107,553 | $10.4M | 1.32% | +1,782+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 106,350 | $10.4M | 0.47% | +27,700+35.2% | Added |
| Norinchukin Bank, The | 106,000 | $10.3M | 0.15% | +4,271+4.2% | Added |
| D.A. Davidson & Co. | 105,407 | $10.3M | 0.07% | +2,405+2.3% | Added |
| Systematic Alpha Investments, LLC | 104,381 | $10.2M | 0.36% | +10.0% | Added |
| Jackson Wealth Management, LLC | 102,259 | $9.95M | 1.08% | −794−0.8% | Reduced |