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, 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 | 3,143 | $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, 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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 22,198 | $2.97M | 0.18% | +11,883+115.2% | Added |
| Vivid Wealth Management, LLC | 22,263 | $2.98M | 1.18% | +22,263 | New |
| Trust Co of Vermont | 22,333 | $2.99M | 0.13% | −6,777−23.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,551 | $3.00M | 0.06% | −65−0.3% | Reduced |
| Generali Investments, Management Co LLC | 22,396 | $3.00M | 0.63% | +22,396 | New |
| Winton Group Ltd | 22,438 | $3.00M | 0.11% | −18,833−45.6% | Reduced |
| Coastal Bridge Advisors, LLC | 22,461 | $3.01M | 0.23% | +333+1.5% | Added |
| Bay Rivers Group | 22,464 | $3.01M | 1.27% | +60+0.3% | Added |
| Aigen Investment Management, LP | 22,507 | $3.01M | 0.47% | +22,507 | New |
| Phraction Management LLC | 22,554 | $3.02M | 0.87% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 22,652 | $3.03M | 0.05% | +22,652 | New |
| Winslow Capital Management, LLC | 22,739 | $3.04M | 0.01% | −8,287,385−99.7% | Reduced |
| Matthews International Capital Management LLC | 22,749 | $3.05M | 0.71% | +1,580+7.5% | Added |
| Runnymede Capital Advisors, Inc. | 22,750 | $3.05M | 2.51% | 00.0% | Unchanged |
| Sig Brokerage, LP | 22,805 | $3.05M | 0.77% | +4,083+21.8% | Added |
| Magnus Financial Group LLC | 22,838 | $3.06M | 0.24% | +76+0.3% | Added |
| Syon Capital LLC | 23,038 | $3.08M | 0.17% | +4,138+21.9% | Added |
| IHT Wealth Management, LLC | 23,158 | $3.10M | 0.08% | −675−2.8% | Reduced |
| Camden Capital, LLC | 23,443 | $3.14M | 0.22% | −2,002−7.9% | Reduced |
| Cornerstone Select Advisors, LLC | 23,566 | $3.16M | 2.32% | −31−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 23,650 | $3.17M | 0.33% | +250+1.1% | Added |
| Heritage Trust Co | 23,824 | $3.19M | 0.34% | +763+3.3% | Added |
| Night Squared LP | 23,936 | $3.21M | 1.16% | +23,936 | New |
| Smartleaf Asset Management LLC | 24,635 | $3.23M | 0.20% | +5,676+29.9% | Added |
| 180 Wealth Advisors, LLC | 24,302 | $3.25M | 0.40% | +90.0% | Added |
| Cary Street Partners Financial LLC | 24,364 | $3.26M | 0.08% | −166−0.7% | Reduced |
| Eads & Heald Wealth Management | 24,378 | $3.26M | 1.56% | +250+1.0% | Added |
| Moors & Cabot, Inc. | 24,379 | $3.26M | 0.14% | −1,484−5.7% | Reduced |
| Aaron Wealth Advisors | 24,382 | $3.26M | 0.20% | +11,612+90.9% | Added |
| La Banque Postale Asset Management SA | 24,390 | $3.27M | 0.04% | +1,153+5.0% | Added |
| Consolidated Portfolio Review Corp | 24,434 | $3.27M | 0.41% | +188+0.8% | Added |
| Altman Advisors, Inc. | 24,507 | $3.28M | 1.26% | −269−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,713 | $3.31M | 0.35% | +1,378+5.9% | Added |
| Matisse Capital | 24,730 | $3.31M | 1.49% | +60+0.2% | Added |
| Callan Family Office, LLC | 24,914 | $3.34M | 0.11% | −1,255−4.8% | Reduced |
| Jackson Square Capital, LLC | 24,954 | $3.34M | 0.73% | −5,271−17.4% | Reduced |
| Needham Investment Management LLC | 25,000 | $3.35M | 0.23% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 25,000 | $3.35M | 0.29% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 25,000 | $3.35M | 0.32% | +25,000 | New |
| Aspetuck Financial Management LLC | 25,110 | $3.36M | 2.30% | −100−0.4% | Reduced |
| Groesbeck Investment Management Corp | 25,224 | $3.38M | 6.59% | −4,326−14.6% | Reduced |
| Meitav Dash Investments Ltd | 25,283 | $3.39M | 0.05% | −253−1.0% | Reduced |
| Spire Wealth Management | 25,292 | $3.39M | 0.12% | +4,073+19.2% | Added |
| Mattson Financial Services, LLC | 25,494 | $3.41M | 0.82% | +685+2.8% | Added |
| SS&H Financial Advisors, Inc. | 25,660 | $3.44M | 1.04% | −1,500−5.5% | Reduced |
| Wood Tarver Financial Group, LLC | 25,661 | $3.44M | 1.01% | −1,209−4.5% | Reduced |
| Davenport & Co LLC | 25,689 | $3.44M | 0.02% | −1,838−6.7% | Reduced |
| Yarbrough Capital, LLC | 25,732 | $3.45M | 0.11% | 00.0% | Unchanged |
| Qtron Investments LLC | 25,833 | $3.46M | 0.43% | −1,184−4.4% | Reduced |
| Webster Bank, N. A. | 25,943 | $3.47M | 0.33% | +276+1.1% | Added |
| Ellsworth Advisors, LLC | 24,087 | $3.49M | 0.74% | −453−1.8% | Reduced |
| Savant Capital, LLC | 26,068 | $3.49M | 0.02% | +408+1.6% | Added |
| Engineers Gate Manager LP | 26,134 | $3.50M | 0.04% | −7,221−21.6% | Reduced |
| First Business Financial Services, Inc. | 26,211 | $3.51M | 0.32% | −3,069−10.5% | Reduced |
| BDF-Gestion | 26,344 | $3.53M | 0.42% | −3,810−12.6% | Reduced |
| Wedmont Private Capital | 25,239 | $3.54M | 0.13% | +800+3.3% | Added |
| Harfst & Associates, Inc. | 26,497 | $3.55M | 0.65% | −165−0.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 26,501 | $3.55M | 1.10% | +69+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 26,704 | $3.58M | 0.46% | +7,313+37.7% | Added |
| BancorpSouth Bank | 26,933 | $3.61M | 0.22% | +111+0.4% | Added |
| E&G Advisors, LP | 27,174 | $3.64M | 0.85% | −176−0.6% | Reduced |
| 111 Capital | 27,361 | $3.66M | 0.69% | +10,533+62.6% | Added |
| Bryn Mawr Trust Co | 27,418 | $3.67M | 0.09% | −12,839−31.9% | Reduced |
| Leavell Investment Management, Inc. | 27,485 | $3.69M | 0.16% | +951+3.6% | Added |
| Ritholtz Wealth Management | 27,549 | $3.69M | 0.07% | +2,189+8.6% | Added |
| Advisory Research Inc | 27,633 | $3.70M | 0.49% | +642+2.4% | Added |
| Hilltop Holdings Inc. | 27,642 | $3.70M | 0.20% | +1,849+7.2% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 27,830 | $3.73M | 0.87% | +27,830 | New |
| WealthShield Partners, LLC | 27,981 | $3.75M | 0.42% | +523+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,089 | $3.76M | 0.28% | +1,696+6.4% | Added |
| Wetherby Asset Management Inc | 28,101 | $3.76M | 0.15% | +1,020+3.8% | Added |
| Resources Management Corp | 28,132 | $3.77M | 0.49% | −790−2.7% | Reduced |
| Mizuho Markets Cayman LP | 28,135 | $3.77M | 0.32% | +28,135 | New |
| Boston Private Wealth LLC | 28,234 | $3.78M | 0.20% | −21−0.1% | Reduced |
| BCJ Capital Management, LLC | 28,246 | $3.78M | 0.23% | +28,246 | New |
| Ostrum Asset Management | 28,272 | $3.79M | 0.17% | −3,324−10.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,453 | $3.84M | 0.18% | −39,777−61.9% | Reduced |
| Edgestream Partners, L.P. | 28,757 | $3.85M | 0.11% | +23,968+500.5% | Added |
| Katamaran Capital LLP | 28,806 | $3.86M | 3.52% | −20,665−41.8% | Reduced |
| Everence Capital Management Inc | 28,890 | $3.87M | 0.23% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 29,281 | $3.92M | 3.78% | −14,417−33.0% | Reduced |
| Martin Capital Advisors, LLP | 29,302 | $3.92M | 2.37% | −2,731−8.5% | Reduced |
| Romano Brothers and Company | 29,425 | $3.94M | 0.45% | −260−0.9% | Reduced |
| SevenBridge Financial Group, LLC | 24,463 | $3.95M | 0.65% | −3,018−11.0% | Reduced |
| Foster & Motley Inc | 29,540 | $3.96M | 0.21% | −377−1.3% | Reduced |
| one8zero8, LLC | 29,540 | $3.96M | 0.85% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 29,595 | $3.96M | 0.01% | −1,267−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 27,790 | $3.97M | 0.03% | −3,827−12.1% | Reduced |
| Fortem Financial Group, LLC | 29,650 | $3.97M | 1.14% | +3,725+14.4% | Added |
| Calamos Wealth Management LLC | 29,668 | $3.97M | 0.14% | +3,734+14.4% | Added |
| Bessemer Group Inc | 29,730 | $3.98M | 0.01% | +2,359+8.6% | Added |
| Mainstay Capital Management LLC | 29,818 | $3.99M | 0.40% | −29,398−49.6% | Reduced |
| Greenup Street Wealth Management LLC | 29,857 | $4.00M | 0.61% | −656−2.1% | Reduced |
| Artemis Wealth Advisors, LLC | 30,000 | $4.02M | 0.68% | 00.0% | Unchanged |
| Alight Capital Management LP | 30,000 | $4.02M | 0.96% | +30,000 | New |
| Capital Advisors Inc | 30,013 | $4.02M | 0.07% | −121−0.4% | Reduced |
| Simplicity Wealth,LLC | 30,163 | $4.04M | 0.23% | −32,151−51.6% | Reduced |
| Wolverine Trading, LLC | 30,883 | $4.05M | 0.08% | −52,179−62.8% | Reduced |
| First American Trust, FSB | 30,406 | $4.07M | 0.30% | −75−0.2% | Reduced |
| MWA Asset Management | 30,433 | $4.08M | 2.25% | +941+3.2% | Added |