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 |
|---|---|---|---|---|---|
| Matthews International Capital Management LLC | 21,169 | $2.06M | 0.47% | −15,435−42.2% | Reduced |
| Beaumont Financial Advisors, LLC | 21,021 | $2.05M | 0.15% | +52+0.2% | Added |
| Wedbush Securities Inc | 20,968 | $2.04M | 0.07% | +3,425+19.5% | Added |
| Integrated Advisors Network LLC | 20,931 | $2.04M | 0.09% | +3,482+20.0% | Added |
| Spire Wealth Management | 21,219 | $2.04M | 0.07% | +14,503+215.9% | Added |
| Oak Grove Capital LLC | 20,900 | $2.03M | 0.47% | −4,800−18.7% | Reduced |
| Alternative Investment Advisors, LLC. | 20,896 | $2.03M | 1.01% | −720−3.3% | Reduced |
| Accent Capital Management, LLC | 20,771 | $2.03M | 0.91% | −430−2.0% | Reduced |
| Trust Co of Toledo NA | 20,740 | $2.02M | 0.22% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 20,723 | $2.02M | 0.04% | +427+2.1% | Added |
| Stokes Family Office, LLC | 20,661 | $2.01M | 0.21% | +180+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 20,616 | $2.01M | 0.05% | −39−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 20,525 | $2.00M | 0.44% | +45+0.2% | Added |
| Weatherly Asset Management L. P. | 20,365 | $1.99M | 0.17% | +15+0.1% | Added |
| Leelyn Smith, LLC | 20,327 | $1.98M | 0.32% | +398+2.0% | Added |
| Sowell Financial Services LLC | 20,273 | $1.97M | 0.08% | +226+1.1% | Added |
| Applied Finance Capital Management, LLC | 20,171 | $1.96M | 0.13% | −562−2.7% | Reduced |
| STF Management LP | 20,152 | $1.96M | 0.77% | +510+2.6% | Added |
| Regions Financial Corp | 20,144 | $1.96M | 0.01% | +236+1.2% | Added |
| L2 Asset Management, LLC | 20,129 | $1.96M | 0.32% | +20,129 | New |
| Farther Finance Advisors, LLC | 20,120 | $1.96M | 0.04% | −1,645−7.6% | Reduced |
| Sora Investors LLC | 20,001 | $1.95M | 0.18% | +20,001 | New |
| Cornerstone Advisors, LLC | 20,000 | $1.95M | 0.07% | −36,000−64.3% | Reduced |
| MBM Wealth Consultants, LLC | 19,877 | $1.93M | 0.52% | +4,088+25.9% | Added |
| Paradigm Asset Management Co LLC | 19,600 | $1.91M | 0.47% | +19,600 | New |
| Patriot Financial Group Insurance Agency, LLC | 19,391 | $1.89M | 0.22% | −657−3.3% | Reduced |
| Trustmark National Bank Trust Department | 19,356 | $1.88M | 0.13% | −410−2.1% | Reduced |
| Albert D Mason Inc | 19,256 | $1.87M | 1.36% | −1,616−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 19,250 | $1.87M | 0.05% | −650−3.3% | Reduced |
| Cresset Asset Management, LLC | 19,191 | $1.87M | 0.01% | −8,298−30.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,234 | $1.87M | 0.06% | −127−0.7% | Reduced |
| Johnson Investment Counsel Inc | 19,212 | $1.87M | 0.02% | −242−1.2% | Reduced |
| Kuhn & Co Investment Counsel | 19,191 | $1.87M | 1.41% | +77+0.4% | Added |
| Change Path, LLC | 18,933 | $1.84M | 0.05% | +5,529+41.2% | Added |
| Smartleaf Asset Management LLC | 18,959 | $1.84M | 0.16% | −3,475−15.5% | Reduced |
| Mirador Capital Partners LP | 18,919 | $1.84M | 0.30% | −295−1.5% | Reduced |
| Syon Capital LLC | 18,900 | $1.84M | 0.12% | +1,421+8.1% | Added |
| WCG Wealth Advisors LLC | 18,805 | $1.83M | 0.12% | −1,693−8.3% | Reduced |
| Harbor Capital Advisors, Inc. | 18,754 | $1.83M | 0.08% | −110−0.6% | Reduced |
| Shelton Wealth Management, LLC | 18,734 | $1.82M | 0.92% | +982+5.5% | Added |
| Sig Brokerage, LP | 18,722 | $1.82M | 0.50% | +6,136+48.8% | Added |
| Global Retirement Partners, LLC | 18,472 | $1.80M | 0.04% | +18,472 | New |
| Tocqueville Asset Management L.P. | 18,361 | $1.79M | 0.03% | −389−2.1% | Reduced |
| VestGen Advisors, LLC | 18,332 | $1.78M | 0.07% | +13,505+279.8% | Added |
| Sigma Planning Corp | 18,208 | $1.77M | 0.05% | +272+1.5% | Added |
| One Charles Private Wealth Services, LLC | 17,900 | $1.74M | 0.49% | +13,900+347.5% | Added |
| Fayez Sarofim & Co | 17,805 | $1.73M | 0.00% | +4,805+37.0% | Added |
| Belpointe Asset Management LLC | 17,783 | $1.73M | 0.07% | −1,547−8.0% | Reduced |
| Prudent Man Advisors, LLC | 17,752 | $1.73M | 0.55% | +2,993+20.3% | Added |
| Tradition Wealth Management, LLC | 17,751 | $1.73M | 0.14% | −144−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,741 | $1.73M | 0.00% | +1,116+6.7% | Added |
| Arista Wealth Management, LLC | 17,661 | $1.72M | 0.24% | +17,661 | New |
| Alps Advisors Inc | 17,658 | $1.72M | 0.01% | +121+0.7% | Added |
| Equitable Holdings, Inc. | 17,621 | $1.72M | 0.01% | +11,652+195.2% | Added |
| Triangle Securities Wealth Management | 17,587 | $1.71M | 0.42% | +46+0.3% | Added |
| Checchi Capital Advisers, LLC | 17,566 | $1.71M | 0.12% | −1,216−6.5% | Reduced |
| Concord Wealth Partners | 17,502 | $1.70M | 0.25% | +1,064+6.5% | Added |
| Concord Asset Management, LLC | 17,502 | $1.70M | 0.26% | +1,779+11.3% | Added |
| National Wealth Management Group, LLC | 17,412 | $1.69M | 0.95% | +17,412 | New |
| Tealwood Asset Management Inc | 17,320 | $1.69M | 0.75% | −387−2.2% | Reduced |
| Caption Management, LLC | 17,200 | $1.67M | 0.15% | +8,200+91.1% | Added |
| Cim Investment Mangement Inc | 19,658 | $1.67M | 0.32% | +9,812+99.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 16,960 | $1.65M | 1.40% | −2,143−11.2% | Reduced |
| Ibex Wealth Advisors | 16,950 | $1.65M | 0.18% | −64−0.4% | Reduced |
| Sloy Dahl & Holst, LLC | 16,930 | $1.65M | 0.23% | −500−2.9% | Reduced |
| Brighton Jones LLC | 16,930 | $1.65M | 0.04% | +2,119+14.3% | Added |
| Venturi Wealth Management, LLC | 16,870 | $1.64M | 0.08% | −2,287−11.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,845 | $1.64M | 0.39% | −442−2.6% | Reduced |
| Parallel Advisors, LLC | 16,843 | $1.64M | 0.03% | −3,688−18.0% | Reduced |
| 111 Capital | 16,828 | $1.64M | 0.28% | +6,244+59.0% | Added |
| Novem Group | 16,815 | $1.64M | 0.21% | −3,103−15.6% | Reduced |
| Lathrop Investment Management Corp | 16,740 | $1.63M | 0.31% | −32,611−66.1% | Reduced |
| Delphi Management Inc | 16,662 | $1.62M | 1.57% | −60.0% | Reduced |
| Noesis Capital Mangement Corp | 16,633 | $1.62M | 0.28% | +60+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 16,560 | $1.61M | 0.06% | −890−5.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,438 | $1.60M | 0.02% | −679,011−97.6% | Reduced |
| Valeo Financial Advisors, LLC | 16,174 | $1.60M | 0.04% | +873+5.7% | Added |
| Capstone Wealth Management Group LLC | 16,402 | $1.60M | 1.16% | +16,402 | New |
| Gould Capital, LLC | 16,389 | $1.60M | 1.07% | −10.0% | Reduced |
| Tema ETFs LLC | 16,332 | $1.59M | 0.42% | +948+6.2% | Added |
| Cornercap Investment Counsel Inc | 16,264 | $1.58M | 0.82% | −424−2.5% | Reduced |
| Synovus Financial Corp | 16,258 | $1.58M | 0.02% | +226+1.4% | Added |
| Middleton & Co Inc | 16,231 | $1.58M | 0.18% | 00.0% | Unchanged |
| Smithfield Trust Co | 16,126 | $1.57M | 0.07% | +462+2.9% | Added |
| Concurrent Investment Advisors, LLC | 16,090 | $1.57M | 0.03% | +361+2.3% | Added |
| Clearstead Advisors, LLC | 16,077 | $1.56M | 0.02% | +1,826+12.8% | Added |
| Salomon & Ludwin, LLC | 15,790 | $1.56M | 0.15% | −80−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 15,953 | $1.55M | 0.09% | +15,953 | New |
| Westpac Banking Corp | 15,953 | $1.55M | 0.10% | +5,969+59.8% | Added |
| Wincap Financial LLC | 15,950 | $1.55M | 1.25% | −690−4.1% | Reduced |
| Brookstone Capital Management | 15,946 | $1.55M | 0.02% | −1,673−9.5% | Reduced |
| Snowden Capital Advisors LLC | 15,900 | $1.55M | 0.05% | −285−1.8% | Reduced |
| Trust Co of Oklahoma | 15,934 | $1.55M | 0.49% | −9,844−38.2% | Reduced |
| We Are One Seven, LLC | 15,882 | $1.55M | 0.05% | −676−4.1% | Reduced |
| Intellectus Partners, LLC | 15,677 | $1.53M | 0.33% | +15,677 | New |
| Koss-Olinger Consulting, LLC | 15,659 | $1.52M | 0.13% | +19+0.1% | Added |
| Fort Washington Investment Advisors Inc | 15,653 | $1.52M | 0.01% | −4,402−21.9% | Reduced |
| Aspire Private Capital, LLC | 15,624 | $1.52M | 0.35% | +5,570+55.4% | Added |
| Fiduciary Family Office, LLC | 15,603 | $1.52M | 0.50% | +2,939+23.2% | Added |
| Frank, Rimerman Advisors LLC | 15,559 | $1.51M | 0.10% | −18,181−53.9% | Reduced |