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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 101,768 | $9.91M | 1.20% | +361+0.4% | Added |
| Moore Capital Management, LP | 101,500 | $9.88M | 0.20% | +101,500 | New |
| Peregrine Investment Management Inc | 101,360 | $9.87M | 6.30% | −29,270−22.4% | Reduced |
| Stratos Wealth Partners, LTD. | 101,251 | $9.86M | 0.13% | +208+0.2% | Added |
| Apriem Advisors | 100,743 | $9.81M | 1.04% | −18,331−15.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 100,721 | $9.80M | 0.08% | +1,430+1.4% | Added |
| Fusion Capital, LLC | 100,561 | $9.79M | 3.35% | +2,523+2.6% | Added |
| GWM Advisors LLC | 100,528 | $9.79M | 0.05% | +2,661+2.7% | Added |
| Violich Capital Management, Inc. | 100,250 | $9.76M | 1.37% | 00.0% | Unchanged |
| M&T Bank Corp | 100,150 | $9.75M | 0.03% | −8,300−7.7% | Reduced |
| SummitTX Capital, L.P. | 99,836 | $9.72M | 0.43% | −156,913−61.1% | Reduced |
| Nomura Holdings Inc | 98,929 | $9.63M | 0.08% | −23,882−19.4% | Reduced |
| Fiduciary Trust Co | 98,463 | $9.58M | 0.12% | −1,452−1.5% | Reduced |
| Laffer Tengler Investments | 98,305 | $9.57M | 1.71% | −9,002−8.4% | Reduced |
| LMCG Investments, LLC | 98,260 | $9.56M | 0.60% | −5,007−4.8% | Reduced |
| King Luther Capital Management Corp | 97,890 | $9.53M | 0.04% | +1,237+1.3% | Added |
| Glenview Trust Co | 97,567 | $9.50M | 0.16% | +10,256+11.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 97,509 | $9.49M | 0.89% | −7,463−7.1% | Reduced |
| Advisors Capital Management, LLC | 97,091 | $9.45M | 0.13% | −479−0.5% | Reduced |
| Cullinan Associates Inc | 97,000 | $9.44M | 0.62% | 00.0% | Unchanged |
| Groupama Asset Managment | 96,484 | $9.38M | 0.16% | −5,322−5.2% | Reduced |
| LSV Asset Management | 96,280 | $9.37M | 0.02% | +320+0.3% | Added |
| Capitolis Liquid Global Markets LLC | 95,000 | $9.25M | 0.07% | −92,000−49.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 94,945 | $9.24M | 3.16% | +2,175+2.3% | Added |
| Venture Visionary Partners LLC | 94,854 | $9.23M | 0.35% | −1,831−1.9% | Reduced |
| Fiera Capital Corp | 94,653 | $9.21M | 0.03% | +94,653 | New |
| SG Americas Securities, LLC | 93,554 | $9.11M | 0.04% | −617,671−86.8% | Reduced |
| Sierra Summit Advisors LLC | 92,599 | $9.01M | 1.60% | +89,339+2,740.5% | Added |
| Occudo Quantitative Strategies LP | 92,594 | $9.01M | 1.01% | +33,074+55.6% | Added |
| Horizon Investments, LLC | 92,497 | $9.00M | 0.14% | +43,763+89.8% | Added |
| Steward Partners Investment Advisory, LLC | 91,473 | $8.90M | 0.07% | +23,826+35.2% | Added |
| Heron Bay Capital Management | 90,869 | $8.85M | 1.74% | +8,134+9.8% | Added |
| Point72 Italy, S.r.l. | 90,473 | $8.81M | 4.34% | −65,573−42.0% | Reduced |
| Voloridge Investment Management, LLC | 89,934 | $8.75M | 0.03% | −1,059,523−92.2% | Reduced |
| Jain Global LLC | 88,744 | $8.64M | 0.13% | −72,387−44.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,743 | $8.64M | 0.85% | +607+0.7% | Added |
| Mizuho Securities USA LLC | 88,401 | $8.60M | 0.18% | +88,401 | New |
| Allworth Financial LP | 88,251 | $8.59M | 0.04% | +15,144+20.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 88,090 | $8.57M | 1.01% | +5,745+7.0% | Added |
| Financial Partners Group, LLC | 87,517 | $8.52M | 3.08% | −383−0.4% | Reduced |
| Professional Advisory Services Inc | 86,769 | $8.45M | 1.15% | −3,220−3.6% | Reduced |
| Himension Fund | 86,051 | $8.38M | 0.65% | −21,880−20.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 85,561 | $8.34M | 0.06% | +54,437+174.9% | Added |
| KWMG, LLC | 84,987 | $8.27M | 0.78% | +1,748+2.1% | Added |
| Carret Asset Management, LLC | 83,616 | $8.14M | 0.87% | −2,374−2.8% | Reduced |
| Modera Wealth Management, LLC | 83,362 | $8.11M | 0.10% | −696−0.8% | Reduced |
| Aviance Capital Partners, LLC | 83,288 | $8.11M | 1.06% | +885+1.1% | Added |
| Rench Wealth Management, Inc. | 83,015 | $8.08M | 2.56% | +361+0.4% | Added |
| Wolverine Trading, LLC | 83,062 | $8.07M | 0.20% | +59,341+250.2% | Added |
| Kentucky Retirement Systems | 82,392 | $8.02M | 0.23% | −5,400−6.2% | Reduced |
| Voleon Capital Management LP | 82,252 | $8.01M | 0.44% | +10,574+14.8% | Added |
| Motley Fool Asset Management LLC | 81,686 | $7.95M | 0.37% | +10,347+14.5% | Added |
| Illinois Municipal Retirement Fund | 80,904 | $7.88M | 0.11% | −4,666−5.5% | Reduced |
| Naples Global Advisors, LLC | 80,579 | $7.86M | 0.68% | +138+0.2% | Added |
| Cinctive Capital Management LP | 80,539 | $7.84M | 0.44% | +32,660+68.2% | Added |
| Central Bank & Trust Co | 80,106 | $7.80M | 1.27% | −4,178−5.0% | Reduced |
| National Asset Management, Inc. | 79,282 | $7.72M | 0.37% | −14,590−15.5% | Reduced |
| Atria Investments LLC | 78,209 | $7.61M | 0.09% | +7,185+10.1% | Added |
| Fulcrum Capital LLC | 77,988 | $7.59M | 1.61% | +3,900+5.3% | Added |
| Sienna Gestion | 84,670 | $7.52M | 0.52% | +7,141+9.2% | Added |
| Hartford Investment Management Co | 77,162 | $7.51M | 0.24% | −1,137−1.5% | Reduced |
| Tritonpoint Wealth, LLC | 76,168 | $7.43M | 0.69% | −2,173−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 75,514 | $7.37M | 0.26% | −2,760−3.5% | Reduced |
| Amica Mutual Insurance Co | 75,476 | $7.35M | 0.71% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 75,250 | $7.32M | 1.14% | +2,250+3.1% | Added |
| Advisors Asset Management, Inc. | 74,899 | $7.29M | 0.13% | +10,029+15.5% | Added |
| United Capital Financial Advisers, LLC | 74,775 | $7.28M | 0.06% | −4,364−5.5% | Reduced |
| Sitrin Capital Management LLC | 74,594 | $7.28M | 3.71% | −7,149−8.7% | Reduced |
| Savoie Capital LLC | 74,400 | $7.24M | 0.90% | −8,400−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 73,473 | $7.15M | 0.80% | −240−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 72,467 | $7.05M | 0.11% | +4,631+6.8% | Added |
| Socorro Asset Management LP | 72,216 | $7.03M | 2.35% | −22,089−23.4% | Reduced |
| Diversify Wealth Management, LLC | 66,446 | $7.00M | 0.43% | +6,241+10.4% | Added |
| Pittenger & Anderson Inc | 71,590 | $6.97M | 0.25% | +8,103+12.8% | Added |
| Prospera Financial Services Inc | 71,133 | $6.93M | 0.13% | +61,260+620.5% | Added |
| Prudential PLC | 71,086 | $6.92M | 0.04% | −40,995−36.6% | Reduced |
| Northwest Bancshares, Inc. | 70,862 | $6.90M | 1.20% | +70,862 | New |
| Kempen Capital Management N.V. | 70,828 | $6.89M | 0.07% | +18,901+36.4% | Added |
| Beacon Pointe Advisors, LLC | 70,239 | $6.84M | 0.07% | −6,331−8.3% | Reduced |
| Heartland Advisors Inc | 69,803 | $6.79M | 0.38% | +69,803 | New |
| Shell Asset Management Co | 69,699 | $6.79M | 0.23% | +13,296+23.6% | Added |
| Guinness Atkinson Asset Management Inc | 69,422 | $6.76M | 3.54% | −5,498−7.3% | Reduced |
| MAI Capital Management | 68,431 | $6.66M | 0.05% | −237−0.3% | Reduced |
| Sterling Capital Management LLC | 67,681 | $6.59M | 0.09% | +16,664+32.7% | Added |
| Gotham Asset Management, LLC | 67,530 | $6.57M | 0.04% | −21,677−24.3% | Reduced |
| CWM, LLC | 67,491 | $6.57M | 0.02% | +1,368+2.1% | Added |
| Sequoia Financial Advisors, LLC | 67,087 | $6.53M | 0.04% | −240−0.4% | Reduced |
| Securian Asset Management, Inc | 66,805 | $6.50M | 0.19% | −1,192−1.8% | Reduced |
| McBroom & Associates, LLC | 89,295 | $6.49M | 3.71% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 66,118 | $6.44M | 0.27% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 65,826 | $6.41M | 0.23% | −7,734−10.5% | Reduced |
| Fred Alger Management, LLC | 65,279 | $6.37M | 0.03% | −17,792−21.4% | Reduced |
| Marshall & Sullivan Inc | 65,219 | $6.35M | 3.05% | +597+0.9% | Added |
| Agf Management Ltd | 65,185 | $6.35M | 0.03% | −1,156,055−94.7% | Reduced |
| Private Advisor Group, LLC | 64,994 | $6.33M | 0.03% | +4,293+7.1% | Added |
| Commerce Bank | 64,288 | $6.26M | 0.04% | −3,873−5.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 64,230 | $6.25M | 0.32% | +4,513+7.6% | Added |
| Pine Valley Investments Ltd Liability Co | 63,520 | $6.19M | 0.36% | −104,577−62.2% | Reduced |
| Zweig-DiMenna Associates LLC | 62,672 | $6.10M | 0.63% | +62,672 | New |
| Soltis Investment Advisors LLC | 62,534 | $6.09M | 0.48% | −260−0.4% | Reduced |