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; 3,142 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, Q3 2025
Institutional positions in Lam Research Corp as of Sep 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
- 2,111
- +260 vs. Q2 2025
- Shares held
- 1.02B
- −16.7M (−1.6%) vs. Q2 2025
- Total value
- $136.5B
- +$35.7B (+35.5%) vs. Q2 2025
- New holders
- 352
- 767 more added
- Sold out
- 92
- 731 more reduced
32 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,142 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 130,974,214 | $17.5B | 0.26% | +364,949+0.3% | Added |
| BlackRock, Inc. | 124,258,984 | $16.6B | 0.29% | +2,056,334+1.7% | Added |
| State Street Corp | 59,817,352 | $8.02B | 0.28% | +265,805+0.4% | Added |
| Geode Capital Management, LLC | 33,620,755 | $4.49B | 0.29% | −181,981−0.5% | Reduced |
| JPMorgan Chase & Co | 29,944,849 | $4.01B | 0.26% | −10,677,588−26.3% | Reduced |
| Ameriprise Financial Inc | 25,315,029 | $3.39B | 0.78% | −5,125,168−16.8% | Reduced |
| FMR LLC | 23,352,526 | $3.13B | 0.16% | −2,298,928−9.0% | Reduced |
| Invesco Ltd. | 21,182,948 | $2.84B | 0.45% | +3,263,658+18.2% | Added |
| Morgan Stanley | 19,861,515 | $2.66B | 0.16% | +797,876+4.2% | Added |
| Northern Trust Corp | 14,576,854 | $1.95B | 0.25% | +3,4070.0% | Added |
| Goldman Sachs Group Inc | 13,907,551 | $1.86B | 0.27% | +9390.0% | Added |
| UBS Asset Management Americas Inc | 12,742,924 | $1.71B | 0.37% | −2,252,870−15.0% | Reduced |
| Bank of America Corp | 11,436,779 | $1.53B | 0.11% | −438,689−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,340,865 | $1.52B | 0.96% | +10,053,978+781.3% | Added |
| Nordea Investment Management AB | 11,312,752 | $1.51B | 1.33% | +718,178+6.8% | Added |
| Legal & General Group Plc | 11,088,344 | $1.48B | 0.33% | +208,670+1.9% | Added |
| Nuveen, LLC | 10,652,467 | $1.43B | 0.38% | +1,449,899+15.8% | Added |
| Artisan Partners Limited Partnership | 10,630,266 | $1.42B | 2.05% | +780,398+7.9% | Added |
| Bank of New York Mellon Corp | 10,408,045 | $1.39B | 0.25% | −198,614−1.9% | Reduced |
| Barclays PLC | 10,238,578 | $1.37B | 0.50% | +2,500,151+32.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 9,954,492 | $1.33B | 3.27% | −553,000−5.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,834,011 | $1.32B | 3.72% | +156,371+1.6% | Added |
| Amundi | 8,479,494 | $1.26B | 0.41% | −2,297,578−21.3% | Reduced |
| Janus Henderson Group PLC | 8,613,330 | $1.15B | 0.53% | +1,191,558+16.1% | Added |
| Charles Schwab Investment Management Inc | 7,748,620 | $1.04B | 0.17% | −1,308,570−14.4% | Reduced |
| UBS Group AG | 7,424,564 | $994.1M | 0.19% | −2,451,569−24.8% | Reduced |
| Pictet Asset Management Holding SA | 6,783,663 | $908.2M | 0.88% | −2,041,313−23.1% | Reduced |
| Franklin Resources Inc | 6,439,487 | $862.2M | 0.22% | +80,126+1.3% | Added |
| Alkeon Capital Management LLC | 6,420,456 | $859.7M | 3.88% | −2,084,000−24.5% | Reduced |
| Dimensional Fund Advisors LP | 6,310,907 | $844.8M | 0.18% | −57,236−0.9% | Reduced |
| Wells Fargo & Company | 5,353,517 | $716.8M | 0.15% | −455,672−7.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,260,328 | $704.4M | 2.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,120,589 | $685.6M | 0.23% | +256,091+5.3% | Added |
| Massachusetts Financial Services Co | 4,860,685 | $650.8M | 0.20% | +363,801+8.1% | Added |
| First Trust Advisors LP | 4,809,914 | $644.0M | 0.48% | +967,099+25.2% | Added |
| Van Eck Associates Corp | 4,571,540 | $612.1M | 0.57% | −1,568,727−25.5% | Reduced |
| California Public Employees Retirement System | 4,526,099 | $606.0M | 0.36% | +2,356,897+108.7% | Added |
| Voya Investment Management LLC | 4,445,681 | $594.6M | 0.59% | +1,460,622+48.9% | Added |
| Citigroup Inc | 4,262,176 | $570.7M | 0.39% | −1,583,295−27.1% | Reduced |
| Royal Bank of Canada | 4,164,801 | $557.7M | 0.10% | +231,220+5.9% | Added |
| Swiss National Bank | 3,687,200 | $493.7M | 0.29% | −198,500−5.1% | Reduced |
| Alliancebernstein L.P. | 3,628,923 | $485.9M | 0.15% | −111,106−3.0% | Reduced |
| Envestnet Asset Management Inc | 3,620,779 | $484.8M | 0.14% | +125,364+3.6% | Added |
| Rafferty Asset Management, LLC | 3,555,418 | $476.1M | 1.54% | −1,198,593−25.2% | Reduced |
| AQR Capital Management LLC | 3,541,230 | $472.3M | 0.30% | +2,056,749+138.6% | Added |
| National Pension Service | 3,518,046 | $471.1M | 0.37% | +96,382+2.8% | Added |
| Bridgewater Associates, LP | 3,463,980 | $463.8M | 1.82% | +1,825,200+111.4% | Added |
| Canada Pension Plan Investment Board | 3,347,057 | $448.2M | 0.31% | +1,180,187+54.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,258,535 | $436.3M | 0.25% | +22,826+0.7% | Added |
| Swedbank AB | 3,255,637 | $435.9M | 0.44% | +112,923+3.6% | Added |
| HSBC Holdings PLC | 3,222,662 | $429.6M | 0.25% | +179,877+5.9% | Added |
| The PNC Financial Services Group, Inc. | 3,056,283 | $409.2M | 0.25% | −18,679−0.6% | Reduced |
| Citadel Advisors LLC | 3,046,220 | $407.9M | 0.33% | −3,323,087−52.2% | Reduced |
| Price T Rowe Associates Inc | 3,028,670 | $405.5M | 0.04% | −3,851,229−56.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,961,248 | $396.5M | 0.29% | −63,305−2.1% | Reduced |
| Polar Capital Holdings Plc | 2,856,262 | $382.5M | 1.84% | +1,464,651+105.2% | Added |
| BNP Paribas Arbitrage, SA | 2,706,329 | $362.4M | 0.28% | −1,561,643−36.6% | Reduced |
| Oaktop Capital Management II, L.P. | 2,691,460 | $360.4M | 32.59% | 00.0% | Unchanged |
| American Century Companies Inc | 2,654,347 | $355.4M | 0.18% | +450,410+20.4% | Added |
| Capital Research Global Investors | 2,633,281 | $352.6M | 0.07% | +12,624+0.5% | Added |
| DnB Asset Management AS | 2,600,095 | $348.2M | 1.30% | −540,718−17.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,568,579 | $343.9M | 0.62% | +1,595,759+164.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,541,627 | $339.7M | 0.88% | +659,889+35.1% | Added |
| National Bank of Canada | 2,481,819 | $332.3M | 0.38% | +326,396+15.1% | Added |
| Rhumbline Advisers | 2,456,179 | $328.9M | 0.26% | −105,740−4.1% | Reduced |
| Allianz Asset Management GmbH | 2,426,727 | $324.9M | 0.40% | +109,848+4.7% | Added |
| TD Asset Management Inc | 2,422,589 | $324.4M | 0.26% | −529,820−17.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,377,790 | $318.5M | 1.24% | −54,714−2.2% | Reduced |
| Prudential Financial Inc | 2,151,464 | $288.1M | 0.34% | +781,176+57.0% | Added |
| Principal Financial Group Inc | 2,138,949 | $286.4M | 0.14% | −255,885−10.7% | Reduced |
| Neuberger Berman Group LLC | 2,136,753 | $285.6M | 0.21% | +272,854+14.6% | Added |
| Russell Investments Group, Ltd. | 2,089,066 | $279.2M | 0.32% | +382,552+22.4% | Added |
| Raymond James Financial Inc | 2,075,696 | $277.9M | 0.09% | −669,523−24.4% | Reduced |
| California State Teachers Retirement System | 2,053,954 | $275.0M | 0.28% | +8,613+0.4% | Added |
| Acadian Asset Management LLC | 1,951,402 | $261.3M | 0.46% | +358,649+22.5% | Added |
| Robeco Institutional Asset Management B.V. | 1,934,252 | $259.0M | 0.38% | +79,956+4.3% | Added |
| Victory Capital Management Inc | 1,898,837 | $254.3M | 0.16% | +8,502+0.4% | Added |
| Bank of Montreal | 1,852,401 | $248.0M | 0.11% | +452,169+32.3% | Added |
| William Blair Investment Management, LLC | 1,843,616 | $246.9M | 0.64% | −64,752−3.4% | Reduced |
| ProShare Advisors LLC | 1,840,806 | $246.5M | 0.52% | −425,378−18.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,779,716 | $238.3M | 0.95% | +1,056,502+146.1% | Added |
| M&G Plc | 1,752,251 | $234.8M | 1.25% | −83,661−4.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,721,172 | $230.5M | 1.27% | −335,504−16.3% | Reduced |
| AustralianSuper Pty Ltd | 1,720,424 | $230.4M | 1.09% | +1,395,428+429.4% | Added |
| Blue Whale Capital LLP | 1,701,496 | $227.8M | 12.60% | −178,032−9.5% | Reduced |
| Truist Financial Corp | 1,676,637 | $224.5M | 0.30% | +913,009+119.6% | Added |
| Millennium Management LLC | 1,667,393 | $223.3M | 0.18% | −271,614−14.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,660,024 | $222.3M | 0.63% | −1,098,473−39.8% | Reduced |
| Mackenzie Financial Corp | 1,631,993 | $218.5M | 0.26% | −108,654−6.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,585,703 | $212.3M | 0.35% | −345,242−17.9% | Reduced |
| Heard Capital LLC | 1,585,240 | $212.3M | 10.30% | −166,950−9.5% | Reduced |
| Bank of Nova Scotia | 1,585,023 | $212.2M | 0.38% | +464,511+41.5% | Added |
| CI Private Wealth, LLC | 1,549,888 | $207.5M | 0.33% | −273,707−15.0% | Reduced |
| Man Group plc | 1,548,658 | $207.4M | 0.40% | +419,911+37.2% | Added |
| Worldquant Millennium Advisors LLC | 1,535,005 | $205.5M | 0.89% | +452,693+41.8% | Added |
| New York State Common Retirement Fund | 1,533,945 | $205.4M | 0.27% | −74,827−4.7% | Reduced |
| Two Sigma Investments, LP | 1,527,072 | $204.5M | 0.31% | +1,223,184+402.5% | Added |
| FIL Ltd | 1,441,352 | $193.0M | 0.15% | −5,667,090−79.7% | Reduced |
| 1832 Asset Management L.P. | 1,438,076 | $192.6M | 0.33% | +1,118,858+350.5% | Added |
| Jane Street Group, LLC | 1,431,382 | $191.7M | 0.22% | +1,408,542+6,167.0% | Added |