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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
Siemens Fonds Invest GmbH62,529$6.09M0.36%+2,404+4.0%Added
Liontrust Investment Partners LLP62,418$6.08M0.09%−137,311−68.7%Reduced
Simplicity Wealth,LLC62,314$6.07M0.25%+62,314New
Maryland State Retirement & Pension System62,149$6.05M0.13%+2,038+3.4%Added
Silvant Capital Management LLC62,142$6.05M0.23%+9,778+18.7%Added
MASTERINVEST Kapitalanlage GmbH62,009$6.04M0.63%+62,009New
Quantbot Technologies LP62,003$6.04M0.15%+18,853+43.7%Added
T. Rowe Price Investment Management, Inc.61,874$6.02M0.00%+5,477+9.7%Added
Johnson Financial Group, Inc.61,549$6.00M0.27%+3,026+5.2%Added
Umb Bank N A61,435$5.98M0.09%+56,519+1,149.7%Added
Means Investment Co., Inc.61,392$5.98M0.57%−2,053−3.2%Reduced
Whittier Trust Co61,216$5.96M0.07%−420−0.7%Reduced
Park Avenue Securities LLC61,067$5.94M0.05%+5,052+9.0%Added
Brinker Capital Investments, LLC60,378$5.88M0.05%+2,274+3.9%Added
Marco Investment Management LLC60,270$5.87M0.49%00.0%Unchanged
ICICI Prudential Asset Management Co Ltd60,150$5.86M0.73%−10,034−14.3%Reduced
New Mexico Educational Retirement Board60,130$5.85M0.19%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.60,071$5.85M0.24%+2,854+5.0%Added
Fort Sheridan Advisors LLC59,945$5.84M0.83%−1,101−1.8%Reduced
Mainstay Capital Management LLC59,216$5.76M0.28%+30,632+107.2%Added
Exchange Traded Concepts, LLC59,088$5.75M0.07%+3,948+7.2%Added
F/M Investments LLC59,086$5.75M0.21%−723−1.2%Reduced
Dai-Ichi Life Insurance Company, Ltd58,843$5.73M0.16%−8,754−13.0%Reduced
Bailard, Inc.58,762$5.72M0.13%−901−1.5%Reduced
Joseph Group Capital Management58,636$5.71M1.92%+1,119+1.9%Added
Conning Inc.58,610$5.71M0.20%−2,003−3.3%Reduced
Jones Financial Companies LLLP58,054$5.64M0.00%+9,770+20.2%Added
River Wealth Advisors LLC57,890$5.64M0.70%−2,281−3.8%Reduced
Avantax Advisory Services, Inc.57,832$5.63M0.03%+10,496+22.2%Added
Oak Associates, Ltd57,638$5.61M0.37%+33,000+133.9%Added
EFG Asset Management (North America) Corp.57,427$5.59M0.79%+1,395+2.5%Added
Metis Global Partners, LLC56,923$5.54M0.14%−8,768−13.3%Reduced
NJ State Employees Deferred Compensation Plan56,650$5.51M0.65%−6,600−10.4%Reduced
ExodusPoint Capital Management, LP56,124$5.46M0.07%−68,622−55.0%Reduced
Morton Community Bank55,599$5.41M1.35%+1,299+2.4%Added
Omers Administration Corp55,394$5.39M0.04%−2,000−3.5%Reduced
Wealthcare Advisory Partners LLC54,775$5.33M0.12%+123+0.2%Added
First Manhattan Co54,536$5.32M0.02%+46,985+622.2%Added
Charter Trust Co54,520$5.31M0.34%−1,227−2.2%Reduced
Ameritas Investment Partners, Inc.53,976$5.25M0.17%−271−0.5%Reduced
Kingsview Wealth Management, LLC53,898$5.25M0.09%−1,369−2.5%Reduced
E. Ohman J:or Asset Management AB53,757$5.23M0.13%−2,693−4.8%Reduced
E Fund Management Co., Ltd.53,695$5.23M0.25%−6,018−10.1%Reduced
Tower Research Capital LLC (TRC)53,556$5.21M0.14%−550−1.0%Reduced
NorthCrest Asset Manangement, LLC52,691$5.21M0.14%−234−0.4%Reduced
Fisher Funds Management LTD53,433$5.20M0.12%−5,937−10.0%Reduced
Pacifica Partners Inc.53,427$5.19M2.11%+97+0.2%Added
Ballentine Partners, LLC52,764$5.14M0.08%−130−0.2%Reduced
Banque Cantonale Vaudoise52,714$5.13M0.21%−4,114−7.2%Reduced
Midwest Professional Planners, LTD.52,350$5.10M1.34%+857+1.7%Added
Nikulski Financial, Inc.52,168$5.08M1.39%−556−1.1%Reduced
Stiles Financial Services Inc52,122$5.07M1.75%+2,456+4.9%Added
Groupe la Francaise52,053$5.05M0.08%+9,099+21.2%Added
Azzad Asset Management Inc51,494$5.01M0.54%+1,967+4.0%Added
Rodgers Brothers Inc.51,475$5.01M0.63%+75+0.1%Added
Argent Trust Co51,388$5.00M0.19%−2,702−5.0%Reduced
Principal Securities, Inc.51,218$4.99M0.09%+20,511+66.8%Added
Vestcor Inc50,970$4.96M0.15%+25,390+99.3%Added
Montag A & Associates Inc50,801$4.96M0.24%+9,968+24.4%Added
Rockline Wealth Management, LLC50,880$4.95M1.17%+2,868+6.0%Added
Bokf, NA50,570$4.92M0.08%−719−1.4%Reduced
Greenleaf Trust50,525$4.92M0.04%−4,583−8.3%Reduced
Crown Advisors Management, Inc.50,000$4.87M3.88%00.0%Unchanged
Keybank National Association49,654$4.83M0.02%+9,836+24.7%Added
APG Asset Management US Inc.49,925$4.83M0.04%+9,965+24.9%Added
Integrated Wealth Concepts LLC49,638$4.83M0.05%+4,656+10.4%Added
American Trust Investment Advisors, LLC49,587$4.83M2.44%−8,410−14.5%Reduced
Arkadios Wealth Advisors49,515$4.82M0.14%+1,236+2.6%Added
PFG Advisors49,477$4.82M0.23%+8,168+19.8%Added
Katamaran Capital LLP49,471$4.82M4.68%+335+0.7%Added
Plato Investment Management Ltd49,378$4.79M0.36%+35+0.1%Added
Hohimer Wealth Management, LLC48,509$4.72M0.84%+627+1.3%Added
Brentview Investment Management LLC48,443$4.72M2.38%−859−1.7%Reduced
V-Square Quantitative Management LLC48,315$4.70M0.63%+5,498+12.8%Added
Scott & Selber, Inc.48,206$4.69M1.31%+17,786+58.5%Added
Prime Capital Investment Advisors, LLC48,096$4.68M0.06%−62,042−56.3%Reduced
AG2R la Mondiale Gestion D'Actifs47,972$4.67M0.24%00.0%Unchanged
Blair William & Co47,911$4.66M0.01%−5,921−11.0%Reduced
Vident Advisory, LLC47,865$4.66M0.05%+6,155+14.8%Added
Westerkirk Capital Inc.47,617$4.64M0.57%+47,617New
Mission Wealth Management, LP47,404$4.61M0.10%−5,135−9.8%Reduced
Point72 Europe (London) LLP47,400$4.61M0.24%−4,100−8.0%Reduced
Employees Retirement System of Texas47,384$4.61M0.04%+47,384New
CCM Investment Advisers LLC47,015$4.58M0.49%+380+0.8%Added
EP Wealth Advisors, LLC46,721$4.55M0.03%+3,922+9.2%Added
Capital Investment Advisors, LLC46,711$4.55M0.08%+1,572+3.5%Added
Empirical Finance, LLC46,676$4.54M0.24%+279+0.6%Added
Harbour Capital Advisors, LLC45,920$4.54M0.96%−420−0.9%Reduced
Summit Partners Public Asset Management, LLC46,500$4.53M0.18%−225,500−82.9%Reduced
CIBC Private Wealth Group, LLC46,386$4.52M0.01%+2,000+4.5%Added
Jump Financial, LLC46,338$4.51M0.06%+23,686+104.6%Added
Kinneret Advisory, LLC46,163$4.50M0.41%−70−0.2%Reduced
Umpqua Bank44,600$4.45M1.36%+1,290+3.0%Added
Atria Wealth Solutions, Inc.45,077$4.40M0.10%−33,104−42.3%Reduced
Vise Technologies, Inc.45,206$4.40M0.18%+45,206New
New Age Alpha Advisors, LLC44,915$4.37M0.19%+31,662+238.9%Added
Meiji Yasuda Asset Management Co Ltd.44,853$4.37M0.22%+19,340+75.8%Added
Financial Advisory Service, Inc.44,657$4.35M0.32%+5,571+14.3%Added
Abn Amro Investment Solutions44,382$4.32M0.09%−1,216−2.7%Reduced
AE Wealth Management LLC44,190$4.30M0.03%+7,118+19.2%Added