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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.

Q3 2025 vs. Q2 2025

How the institutions holding Lam Research Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of LRCX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,883322,111+260
Shares1.06B20.5M1.02B−16.7M (−1.6%)
Value$102.7B$1.99B$136.5B+$35.7B (+35.5%)

32 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (352)

Institutions that held Lam Research Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 352 by value.

Institutions new to LRCX in Q3 2025
InstitutionSharesValue% of portfolio
AXA Investment Managers S.A.776,141$103.9M0.28%
Credit Agricole S A534,727$71.6M0.24%
Woodline Partners LP428,638$57.4M0.27%
Aspex Management (HK) Ltd399,641$53.5M1.14%
CIBC Bancorp USA Inc.221,433$29.6M0.18%
CloudAlpha Capital Management Limited/Hong Kong210,200$28.1M2.53%
Connor, Clark & Lunn Investment Management Ltd.199,238$26.7M0.08%
Munich Reinsurance Co Stock Corp in Munich196,091$26.3M0.66%
Hudson Bay Capital Management LP174,700$23.4M0.14%
Sustainable Insight Capital Management, LLC169,480$22.7M7.13%
Kames Capital plc157,045$21.0M0.25%
Mizuho Markets Americas LLC134,000$17.9M0.38%
Weiss Asset Management LP130,150$17.4M0.25%
J. Goldman & Co LP124,164$16.6M0.63%
TruWealth Advisors, LLC117,446$15.7M0.79%
Parkwood LLC104,015$13.9M1.36%
Teamwork Financial Advisors, LLC102,144$13.7M1.49%
Synergy Financial Management, LLC101,581$13.6M0.49%
NatWest Group plc94,825$12.7M3.14%
Maplelane Capital, LLC92,000$12.3M0.59%
Ravenswood Partners LP75,636$10.1M3.20%
Trivest Advisors Ltd75,000$10.0M0.32%
Tredje AP-fonden70,981$9.50M0.08%
Stanley-Laman Group, Ltd.65,637$8.79M1.26%
Boothbay Fund Management, LLC64,659$8.66M0.22%
Strategic Global Advisors, LLC63,578$8.51M1.29%
HRT Financial LP50,048$6.70M0.02%
Elemental Capital Partners LLC48,500$6.49M3.67%
Entropy Technologies, LP45,295$6.07M0.45%
Sanders Morris Harris LLC42,420$5.68M0.75%
Greenland Capital Management LP41,225$5.52M0.81%
Mubadala Investment Co PJSC41,003$5.49M0.03%
BNC Wealth Management, LLC40,756$5.46M1.38%
University of Texas/Texas Am Investment Managment Co40,526$5.43M0.79%
CAPROCK Group, Inc.53,117$5.32M0.13%
Wakefield Asset Management LLLP36,041$4.83M1.32%
Sciencast Management LP33,787$4.52M0.85%
Rakuten Investment Management, Inc.36,997$4.23M0.02%
Alight Capital Management LP30,000$4.02M0.96%
BCJ Capital Management, LLC28,246$3.78M0.23%
Mizuho Markets Cayman LP28,135$3.77M0.32%
Cincinnati Specialty Underwriters Insurance CO27,830$3.73M0.87%
Telemark Asset Management, LLC25,000$3.35M0.32%
Night Squared LP23,936$3.21M1.16%
J. Safra Sarasin Holding AG22,652$3.03M0.05%
Aigen Investment Management, LP22,507$3.01M0.47%
Generali Investments, Management Co LLC22,396$3.00M0.63%
Vivid Wealth Management, LLC22,263$2.98M1.18%
Benchmark Investment Advisors LLC20,972$2.81M1.63%
Donoghue Forlines LLC20,267$2.71M0.84%
Clear Street Group Inc.20,077$2.69M0.01%
Peregrine Asset Advisers, Inc.20,044$2.68M0.80%
Torrey Growth & Income Advisors18,900$2.53M0.74%
Virtus Investment Advisers, Inc.18,581$2.49M0.71%
ISAM Funds (UK) Ltd18,094$2.42M0.50%
AMF Pensionsforsakring AB17,916$2.40M0.02%
CenterBook Partners LP17,649$2.36M0.12%
Capital Investment Counsel, Inc16,754$2.24M0.27%
Optimas Capital Ltd15,200$2.04M1.29%
KLCM Advisors, Inc.15,097$2.02M0.20%
Dymon Asia Capital (Singapore) Pte. Ltd.14,915$2.00M0.80%
Greater Midwest Financial Group, LLC14,061$1.88M1.22%
Wright Investors Service Inc13,789$1.85M0.53%
Fedenia Advisers LLC13,705$1.84M0.73%
Neo Ivy Capital Management13,510$1.81M0.44%
Catalyst Funds Management Pty Ltd13,500$1.81M0.27%
Alta Wealth Advisors LLC13,066$1.75M0.63%
Portus Wealth Advisors, LLC12,383$1.66M1.65%
Worth Asset Management, LLC11,770$1.58M0.71%
RiverFront Investment Group, LLC11,654$1.56M0.03%
Main Management ETF Advisors, LLC11,625$1.56M0.06%
Impact Partnership Wealth, LLC11,605$1.55M0.23%
Kepler Cheuvreux (Suisse) SA11,476$1.54M0.08%
Oak Thistle LLC11,247$1.51M0.23%
Montecito Bank & Trust10,852$1.45M0.23%
Two Sigma Securities, LLC10,822$1.45M0.21%
Oxford Asset Management LLP10,392$1.39M0.46%
Grant Private Wealth Management Inc10,110$1.35M0.84%
Encompass More Asset Management9,753$1.31M0.25%
Coastal Investment Advisors, Inc.9,465$1.27M0.42%
Redwood Investment Management, LLC9,459$1.27M0.14%
Investment Research Partners LLC7,804$1.25M0.56%
Grimes & Company, Inc.9,356$1.25M0.03%
Hillsdale Investment Management Inc.9,180$1.23M0.04%
SMART Wealth LLC8,937$1.20M0.45%
ZEGA Investments, LLC8,765$1.17M0.27%
Wallace Hart LLC8,671$1.16M0.85%
One Capital Management, LLC8,384$1.12M0.04%
Twin Capital Management Inc8,206$1.10M0.14%
Goodman Advisory Group, LLC8,038$1.08M0.27%
Caerus Investment Advisors, LLC8,005$1.07M0.44%
Tairen Capital Ltd7,350$984.2K0.11%
Empirical Asset Management, LLC7,319$980.0K0.27%
Integrity Alliance, LLC.7,262$972.4K0.05%
Copeland Capital Management, LLC7,216$966.2K0.02%
Level Financial Advisors, Inc.7,116$952.8K0.27%
Bayforest Capital Ltd7,049$943.9K0.45%
Astoria Portfolio Advisors LLC.6,607$941.8K0.25%
Fieldview Capital Management, LLC6,695$896.5K0.15%
Unique Wealth Strategies, LLC6,664$892.3K0.35%

Sold out (92)

Institutions that held Lam Research Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of LRCX in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
AXA S.A.793,787$77.3M
Junto Capital Management LP490,491$47.7M
Meridiem Capital Partners LP296,553$28.9M
Talos Asset Management LP279,834$27.2M
Point72 (DIFC) Ltd218,100$21.2M
Distillate Capital Partners LLC201,166$19.6M
Davidson Kempner Capital Management LP200,000$19.5M
Bowie Capital Management, LLC126,003$12.3M
YHB Investment Advisors, Inc.113,424$11.0M
Moore Capital Management, LP101,500$9.88M
Point72 Italy, S.r.l.90,473$8.81M
Cinctive Capital Management LP80,539$7.84M
Point72 Europe (London) LLP47,400$4.61M
Summit Partners Public Asset Management, LLC46,500$4.53M
Headlands Technologies LLC42,433$4.13M
Secure Asset Management, LLC31,162$3.03M
Concentric Capital Strategies, LP30,298$2.95M
Qsemble Capital Management, LP29,470$2.87M
Intact Investment Management Inc.29,200$2.84M
Hel Ved Capital Management Ltd28,450$2.77M
Connective Portfolio Management, LLC25,000$2.43M
Mach-1 Financial Group, Inc.22,267$2.17M
TCW Group Inc21,376$2.08M
Sora Investors LLC20,001$1.95M
KRS Capital Management, LLC14,498$1.41M
AlphaStar Capital Management, LLC14,204$1.38M
Milestone Asset Management, LLC13,443$1.31M
ICONIQ Capital, LLC12,426$1.21M
Capstone Investment Advisors, LLC10,238$996.6K
WealthPlan Investment Management, LLC9,825$956.3K
Vista Investment Partners LLC9,177$893.3K
Tounjian Advisory Partners, LLC11,862$862.5K
Eqis Capital Management, Inc.8,430$820.6K
Octahedron Capital Management L.P.8,000$778.7K
New England Research & Management, Inc.7,850$764.0K
Financial Advocates Investment Management7,409$721.2K
Stevens Capital Management LP7,081$689.0K
Sender Co & Partners, Inc.6,931$674.7K
Investment Counsel Co of Nevada6,742$656.3K
Whalen Wealth Management Inc.6,626$645.0K
Sather Financial Group Inc5,043$490.9K
Maxele Advisors, LLC4,960$482.8K
Banque Transatlantique SA4,750$462.4K
ASB Consultores, LLC4,543$442.2K
Horizon Bancorp Inc4,000$389.0K
Corton Capital Inc.3,846$374.4K
Delta Investment Management, LLC3,783$368.3K
Wexford Capital LP3,603$350.7K
Wealthquest Corp3,564$346.9K
Equitable Trust Co3,449$335.7K
MBB Public Markets I LLC3,321$323.3K
Gitterman Wealth Management, LLC3,219$313.3K
Texas Bank & Trust Co2,970$289.1K
Milestone Resources Group Ltd2,890$281.0K
Maven Securities LTD2,643$257.3K
CFC Planning Co LLC2,412$234.8K
Blueshift Asset Management, LLC2,376$231.3K
Virtue Capital Management, LLC2,374$231.1K
Stonegate Investment Group, LLC2,272$221.2K
Sterling Financial Planning, Inc.2,220$216.1K
Successful Portfolios LLC2,110$205.4K
Traub Capital Management LLC1,986$193.3K
Park Square Financial Group, LLC1,582$154.0K
Hennessy Advisors Inc1,469$143.0K
Atticus Wealth Management, LLC1,215$118.3K
Sierra Ocean, LLC1,002$97.5K
NewSquare Capital LLC930$90.5K
Twin Peaks Wealth Advisors, LLC644$67.8K
Opal Wealth Advisors, LLC576$56.1K
Putney Financial Group LLC500$48.7K
Stephens Consulting, LLC462$45.0K
Strategic Wealth Designers300$29.2K
Evelyn Partners Asset Management Ltd270$26.3K
WS Portfolio Advisory, LLC250$24.3K
Maseco LLP160$15.6K
Missouri Trust & Investment Co160$15.6K
Total Investment Management Inc151$14.7K
WealthTrak Capital Management LLC150$14.6K
Rexford Capital Inc100$9.73K
Access Investment Management LLC99$9.64K
Richardson Capital Management LLC91$8.82K
Olistico Wealth, LLC90$8.76K
Arcadia Investment Management Corp80$7.79K
GFG Capital, LLC75$7.30K
MorganRosel Wealth Management, LLC70$6.81K
Legend Financial Advisors, Inc.70$6.81K
Bellwether Advisors, LLC70$6.81K
Cooksen Wealth, LLC50$4.87K
Morton Brown Family Wealth, LLC47$4.58K
Indiana Trust & Investment Management CO41$3.99K
Riggs Asset Managment Co. Inc.24$2.34K
LFA - Lugano Financial Advisors SA10$973

Not filed for Q3 2025 yet (32)

Institutions that held Lam Research Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.