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 |
|---|---|---|---|---|---|
| JB Capital LLC | 44,141 | $4.30M | 0.21% | −6,204−12.3% | Reduced |
| Mather Group, LLC. | 44,043 | $4.29M | 0.05% | +6,058+15.9% | Added |
| Green Alpha Advisors, LLC | 43,698 | $4.25M | 4.06% | −1,032−2.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 43,700 | $4.25M | 0.12% | +43,700 | New |
| Farmers Trust Co | 43,574 | $4.24M | 0.79% | +43,574 | New |
| Fifth Third Wealth Advisors LLC | 43,344 | $4.22M | 0.18% | +4,120+10.5% | Added |
| Valley National Advisers Inc | 43,272 | $4.21M | 0.69% | −1,154−2.6% | Reduced |
| RSM US Wealth Management LLC | 42,092 | $4.18M | 0.06% | +86+0.2% | Added |
| Perigon Wealth Management, LLC | 42,589 | $4.15M | 0.10% | +723+1.7% | Added |
| Headlands Technologies LLC | 42,433 | $4.13M | 0.49% | −103,086−70.8% | Reduced |
| Larson Financial Group LLC | 42,332 | $4.12M | 0.17% | −972−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,304 | $4.12M | 0.16% | −118,518−73.7% | Reduced |
| Monetary Management Group Inc | 42,285 | $4.12M | 1.01% | −1,750−4.0% | Reduced |
| Progressive Investment Management Corp | 42,213 | $4.11M | 1.05% | −368−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 41,980 | $4.09M | 0.39% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 41,836 | $4.07M | 0.45% | +543+1.3% | Added |
| Winton Group Ltd | 41,271 | $4.02M | 0.21% | +26,879+186.8% | Added |
| Cetera Trust Company, N.A | 41,010 | $3.99M | 2.38% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 40,805 | $3.97M | 0.06% | −22−0.1% | Reduced |
| Quadrant Capital Group LLC | 40,794 | $3.97M | 0.14% | −4,952−10.8% | Reduced |
| Bristlecone Advisors, LLC | 40,632 | $3.96M | 0.33% | −11,821−22.5% | Reduced |
| Independent Advisor Alliance | 40,588 | $3.95M | 0.11% | −664−1.6% | Reduced |
| Bryn Mawr Trust Co | 40,257 | $3.92M | 0.07% | −1,731−4.1% | Reduced |
| Intrust Bank NA | 40,109 | $3.90M | 0.35% | −3,902−8.9% | Reduced |
| Diversify Advisory Services, LLC | 36,633 | $3.86M | 0.15% | +8,004+28.0% | Added |
| Aptus Capital Advisors, LLC | 39,488 | $3.84M | 0.04% | −10,151−20.4% | Reduced |
| Summit Trail Advisors, LLC | 38,963 | $3.80M | 0.07% | +38,963 | New |
| Strategic Financial Services, Inc, | 38,827 | $3.78M | 0.20% | +27+0.1% | Added |
| Asio Capital, LLC | 38,659 | $3.76M | 0.63% | +8,689+29.0% | Added |
| LGT Fund Management Co Ltd. | 38,620 | $3.76M | 0.33% | +21,110+120.6% | Added |
| Barometer Capital Management Inc. | 38,260 | $3.72M | 1.03% | +38,260 | New |
| Global X Japan Co., Ltd. | 37,749 | $3.67M | 0.37% | −5,609−12.9% | Reduced |
| Financial Advisors Network, Inc. | 37,388 | $3.64M | 0.55% | +3,139+9.2% | Added |
| Probity Advisors, Inc. | 37,369 | $3.64M | 0.64% | −150−0.4% | Reduced |
| Proficio Capital Partners LLC | 37,032 | $3.60M | 0.22% | −317−0.8% | Reduced |
| Commonwealth Retirement Investments LLC | 36,983 | $3.60M | 1.37% | +14,179+62.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 36,873 | $3.59M | 0.54% | +980+2.7% | Added |
| Meeder Advisory Services, Inc. | 36,662 | $3.57M | 0.18% | +1,482+4.2% | Added |
| Merit Financial Group, LLC | 36,004 | $3.50M | 0.04% | +10,495+41.1% | Added |
| First Financial Bankshares Inc | 35,700 | $3.48M | 0.08% | −49−0.1% | Reduced |
| Darwin Advisors, LLC | 35,388 | $3.44M | 1.19% | +8,746+32.8% | Added |
| Primoris Wealth Advisors, LLC | 35,322 | $3.44M | 2.35% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 35,042 | $3.42M | 0.32% | −14,463−29.2% | Reduced |
| Bleakley Financial Group, LLC | 35,067 | $3.41M | 0.09% | +7,549+27.4% | Added |
| Mill Capital Management, LLC | 35,000 | $3.41M | 0.27% | 00.0% | Unchanged |
| Brown Advisory Inc | 34,983 | $3.41M | 0.00% | +370+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 34,969 | $3.40M | 0.23% | −2,424−6.5% | Reduced |
| Howard Capital Management Inc. | 34,720 | $3.39M | 0.05% | +3,434+11.0% | Added |
| Wahed Invest LLC | 34,761 | $3.38M | 0.52% | +1,684+5.1% | Added |
| Wealthspire Advisors, LLC | 34,754 | $3.38M | 0.02% | −34−0.1% | Reduced |
| Dark Forest Capital Management LP | 34,634 | $3.37M | 0.14% | −4,724−12.0% | Reduced |
| Tiaa Trust, National Association | 34,414 | $3.35M | 0.01% | +691+2.0% | Added |
| Westhampton Capital, LLC | 34,052 | $3.31M | 1.71% | −234−0.7% | Reduced |
| CX Institutional | 33,952 | $3.31M | 0.12% | +2,771+8.9% | Added |
| Bard Financial Services, Inc. | 33,750 | $3.29M | 0.39% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 33,638 | $3.27M | 0.32% | −4,467−11.7% | Reduced |
| Buckhead Capital Management LLC | 33,596 | $3.27M | 1.26% | +11,773+53.9% | Added |
| SeaCrest Wealth Management, LLC | 33,450 | $3.26M | 0.35% | −2,262−6.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 33,442 | $3.26M | 0.74% | +139+0.4% | Added |
| Princeton Global Asset Management LLC | 33,430 | $3.25M | 0.59% | −393−1.2% | Reduced |
| MV Capital Management, Inc. | 33,373 | $3.25M | 0.33% | −947−2.8% | Reduced |
| Engineers Gate Manager LP | 33,355 | $3.25M | 0.04% | −67,143−66.8% | Reduced |
| Marshall Financial Group LLC | 33,073 | $3.25M | 0.64% | +821+2.5% | Added |
| Apollon Wealth Management, LLC | 33,196 | $3.23M | 0.06% | +2,478+8.1% | Added |
| Shoker Investment Counsel, Inc. | 33,093 | $3.22M | 1.01% | +33,093 | New |
| Community Bank, N.A. | 32,873 | $3.20M | 0.42% | +1,442+4.6% | Added |
| Precedent Wealth Partners, LLC | 32,568 | $3.17M | 0.78% | +3,811+13.3% | Added |
| Northwest & Ethical Investments L.P. | 32,370 | $3.15M | 0.08% | +900+2.9% | Added |
| Martin Capital Advisors, LLP | 32,033 | $3.12M | 2.03% | +780+2.5% | Added |
| Ostrum Asset Management | 31,596 | $3.08M | 0.14% | −7,882−20.0% | Reduced |
| TD Waterhouse Canada Inc. | 31,617 | $3.06M | 0.02% | −2,784−8.1% | Reduced |
| MIG Capital, LLC | 31,417 | $3.06M | 0.32% | +22,921+269.8% | Added |
| Secure Asset Management, LLC | 31,162 | $3.03M | 0.56% | −92−0.3% | Reduced |
| True North Advisors, LLC | 31,142 | $3.03M | 0.58% | −3,522−10.2% | Reduced |
| Congress Wealth Management LLC | 31,103 | $3.03M | 0.03% | +4,193+15.6% | Added |
| Empower Advisory Group, LLC | 30,862 | $3.00M | 0.01% | +173+0.6% | Added |
| DSG Capital Advisors, LLC | 30,796 | $3.00M | 0.53% | +17,255+127.4% | Added |
| Greenup Street Wealth Management LLC | 30,513 | $2.97M | 0.52% | +377+1.3% | Added |
| First American Trust, FSB | 30,481 | $2.97M | 0.24% | −13,166−30.2% | Reduced |
| Chicago Trust Co NA | 30,466 | $2.97M | 0.42% | +1,652+5.7% | Added |
| Maridea Wealth Management LLC | 30,394 | $2.96M | 0.77% | +23,101+316.8% | Added |
| Concentric Capital Strategies, LP | 30,298 | $2.95M | 0.17% | −18,473−37.9% | Reduced |
| Jackson Square Capital, LLC | 30,225 | $2.94M | 0.65% | −93−0.3% | Reduced |
| BDF-Gestion | 30,154 | $2.94M | 0.33% | +30,154 | New |
| Capital Advisors Inc | 30,134 | $2.93M | 0.05% | +207+0.7% | Added |
| Artemis Wealth Advisors, LLC | 30,000 | $2.92M | 0.50% | +30,000 | New |
| Foster & Motley Inc | 29,917 | $2.91M | 0.17% | +15,859+112.8% | Added |
| IFP Advisors, Inc | 29,436 | $2.91M | 0.08% | −15,385−34.3% | Reduced |
| SevenBridge Financial Group, LLC | 27,481 | $2.89M | 0.51% | −1,690−5.8% | Reduced |
| Romano Brothers and Company | 29,685 | $2.89M | 0.36% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 29,550 | $2.88M | 5.05% | −1,360−4.4% | Reduced |
| J. Stern & Co. LLP | 35,475 | $2.88M | 0.25% | +35,475 | New |
| one8zero8, LLC | 29,540 | $2.88M | 0.68% | −32−0.1% | Reduced |
| MWA Asset Management | 29,492 | $2.87M | 1.76% | +6,187+26.5% | Added |
| Qsemble Capital Management, LP | 29,470 | $2.87M | 0.27% | +29,470 | New |
| First Business Financial Services, Inc. | 29,280 | $2.85M | 0.26% | −2,153−6.8% | Reduced |
| Signaturefd, LLC | 29,203 | $2.84M | 0.05% | −3,185−9.8% | Reduced |
| Intact Investment Management Inc. | 29,200 | $2.84M | 0.10% | −34,200−53.9% | Reduced |
| Trust Co of Vermont | 29,110 | $2.83M | 0.13% | −778−2.6% | Reduced |
| Resources Management Corp | 28,922 | $2.81M | 0.38% | −54−0.2% | Reduced |