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
- 2,110
- +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
- 730 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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 64,659 | $8.66M | 0.22% | +64,659 | New |
| Gulf International Bank (UK) Ltd | 64,785 | $8.68M | 0.28% | −1,041−1.6% | Reduced |
| Stanley-Laman Group, Ltd. | 65,637 | $8.79M | 1.26% | +65,637 | New |
| Whittier Trust Co | 60,402 | $8.81M | 0.10% | −814−1.3% | Reduced |
| Northwest Bancshares, Inc. | 65,783 | $8.81M | 1.46% | −5,079−7.2% | Reduced |
| Commerce Bank | 65,899 | $8.82M | 0.05% | +1,611+2.5% | Added |
| Park Avenue Securities LLC | 66,389 | $8.89M | 0.07% | +5,322+8.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 66,843 | $8.95M | 0.22% | +8,000+13.6% | Added |
| Caxton Associates LLP | 67,229 | $9.00M | 0.25% | −151,819−69.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 67,463 | $9.03M | 0.33% | +7,392+12.3% | Added |
| Brevan Howard Capital Management LP | 67,703 | $9.07M | 0.13% | −51,022−43.0% | Reduced |
| Mizuho Securities USA LLC | 92,180 | $9.23M | 0.19% | +3,779+4.3% | Added |
| Brinker Capital Investments, LLC | 69,218 | $9.27M | 0.07% | +8,840+14.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,549 | $9.31M | 0.19% | +45,145+185.0% | Added |
| Investment Management Corp of Ontario | 69,962 | $9.37M | 0.14% | −38,676−35.6% | Reduced |
| Viking Fund Management LLC | 70,000 | $9.37M | 1.13% | −37,000−34.6% | Reduced |
| Occudo Quantitative Strategies LP | 70,563 | $9.45M | 1.15% | −22,031−23.8% | Reduced |
| Tredje AP-fonden | 70,981 | $9.50M | 0.08% | +70,981 | New |
| Sequoia Financial Advisors, LLC | 71,643 | $9.59M | 0.06% | +4,556+6.8% | Added |
| Professional Advisory Services Inc | 72,810 | $9.75M | 1.27% | −13,959−16.1% | Reduced |
| Institute for Wealth Management, LLC. | 73,472 | $9.84M | 1.02% | −10.0% | Reduced |
| Sitrin Capital Management LLC | 73,500 | $9.86M | 4.73% | −1,094−1.5% | Reduced |
| Sierra Summit Advisors LLC | 73,659 | $9.86M | 1.50% | −18,940−20.5% | Reduced |
| Liontrust Investment Partners LLP | 74,068 | $9.92M | 0.14% | +11,650+18.7% | Added |
| Hartford Investment Management Co | 74,129 | $9.93M | 0.30% | −3,033−3.9% | Reduced |
| Vestcor Inc | 74,502 | $9.98M | 0.30% | +23,532+46.2% | Added |
| United Capital Financial Advisers, LLC | 74,870 | $10.0M | 0.07% | +95+0.1% | Added |
| MAI Capital Management | 74,968 | $10.0M | 0.06% | +6,537+9.6% | Added |
| Employees Provident Fund Board | 75,000 | $10.0M | 0.08% | −60,000−44.4% | Reduced |
| Trivest Advisors Ltd | 75,000 | $10.0M | 0.32% | +75,000 | New |
| Pittenger & Anderson Inc | 75,019 | $10.0M | 0.37% | +3,429+4.8% | Added |
| Employees Retirement System of Texas | 75,560 | $10.1M | 0.08% | +28,176+59.5% | Added |
| Tritonpoint Wealth, LLC | 75,468 | $10.1M | 0.87% | −700−0.9% | Reduced |
| Ravenswood Partners LP | 75,636 | $10.1M | 3.20% | +75,636 | New |
| Sterling Capital Management LLC | 75,926 | $10.2M | 0.15% | +8,245+12.2% | Added |
| Prudential PLC | 76,057 | $10.2M | 0.07% | +4,971+7.0% | Added |
| First Manhattan Co | 75,934 | $10.2M | 0.03% | +21,398+39.2% | Added |
| Himension Fund | 76,718 | $10.3M | 0.63% | −9,333−10.8% | Reduced |
| Illinois Municipal Retirement Fund | 77,389 | $10.4M | 0.13% | −3,515−4.3% | Reduced |
| Dark Forest Capital Management LP | 77,802 | $10.4M | 0.39% | +43,168+124.6% | Added |
| Fulcrum Capital LLC | 77,851 | $10.4M | 2.14% | −137−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 77,934 | $10.4M | 0.28% | +71,840+1,178.9% | Added |
| Prospera Financial Services Inc | 78,497 | $10.5M | 0.18% | +7,364+10.4% | Added |
| Seizert Capital Partners, LLC | 78,716 | $10.5M | 0.46% | −39,475−33.4% | Reduced |
| Diversify Wealth Management, LLC | 65,757 | $10.6M | 0.61% | −689−1.0% | Reduced |
| Modera Wealth Management, LLC | 79,625 | $10.7M | 0.12% | −3,737−4.5% | Reduced |
| Sava Infond d.o.o. | 79,650 | $10.7M | 1.51% | +4,400+5.8% | Added |
| Kentucky Retirement Systems | 80,281 | $10.7M | 0.30% | −2,111−2.6% | Reduced |
| Naples Global Advisors, LLC | 80,144 | $10.8M | 0.84% | −435−0.5% | Reduced |
| National Asset Management, Inc. | 80,464 | $10.8M | 0.52% | +1,182+1.5% | Added |
| Central Bank & Trust Co | 80,491 | $10.8M | 1.70% | +385+0.5% | Added |
| Allworth Financial LP | 80,703 | $10.8M | 0.05% | −7,548−8.6% | Reduced |
| Jones Financial Companies LLLP | 85,277 | $10.9M | 0.01% | +27,223+46.9% | Added |
| Rench Wealth Management, Inc. | 82,529 | $11.1M | 3.24% | −486−0.6% | Reduced |
| Carret Asset Management, LLC | 83,018 | $11.1M | 1.08% | −598−0.7% | Reduced |
| South Dakota Investment Council | 83,394 | $11.2M | 0.22% | −69,745−45.5% | Reduced |
| SummitTX Capital, L.P. | 83,501 | $11.2M | 0.47% | −16,335−16.4% | Reduced |
| Aviance Capital Partners, LLC | 83,871 | $11.2M | 1.33% | +583+0.7% | Added |
| KWMG, LLC | 84,397 | $11.3M | 0.99% | −590−0.7% | Reduced |
| M&T Bank Corp | 84,797 | $11.4M | 0.04% | −15,353−15.3% | Reduced |
| Advisors Asset Management, Inc. | 85,247 | $11.4M | 0.19% | +10,348+13.8% | Added |
| McBroom & Associates, LLC | 85,574 | $11.5M | 5.45% | −3,721−4.2% | Reduced |
| Moran Wealth Management, LLC | 85,677 | $11.5M | 0.35% | +79,600+1,309.9% | Added |
| Ashton Thomas Private Wealth, LLC | 85,557 | $11.5M | 0.30% | +10,043+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 87,266 | $11.7M | 0.07% | −4,207−4.6% | Reduced |
| Arvest Bank Trust Division | 87,356 | $11.7M | 0.65% | −38,078−30.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 87,635 | $11.7M | 1.06% | −1,108−1.2% | Reduced |
| Science & Technology Partners, L.P. | 87,700 | $11.7M | 3.33% | −73,300−45.5% | Reduced |
| J. Stern & Co. LLP | 88,094 | $11.8M | 0.89% | +52,619+148.3% | Added |
| LMR Partners LLP | 88,143 | $11.8M | 0.15% | −76,357−46.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 90,329 | $12.1M | 0.11% | −102,289−53.1% | Reduced |
| Heron Bay Capital Management | 90,333 | $12.1M | 2.26% | −536−0.6% | Reduced |
| Venture Visionary Partners LLC | 91,664 | $12.3M | 0.42% | −3,190−3.4% | Reduced |
| Maplelane Capital, LLC | 92,000 | $12.3M | 0.59% | +92,000 | New |
| D.A. Davidson & Co. | 93,743 | $12.6M | 0.08% | −11,664−11.1% | Reduced |
| NatWest Group plc | 94,825 | $12.7M | 3.14% | +94,825 | New |
| Capitolis Liquid Global Markets LLC | 95,000 | $12.7M | 0.10% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 95,245 | $12.8M | 4.02% | +300+0.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 95,404 | $12.8M | 1.14% | +7,314+8.3% | Added |
| LMCG Investments, LLC | 95,507 | $12.8M | 0.75% | −2,753−2.8% | Reduced |
| Advisors Capital Management, LLC | 96,372 | $12.9M | 0.16% | −719−0.7% | Reduced |
| Cullinan Associates Inc | 97,000 | $13.0M | 0.85% | 00.0% | Unchanged |
| Apriem Advisors | 97,305 | $13.0M | 1.23% | −3,438−3.4% | Reduced |
| Fiduciary Trust Co | 97,455 | $13.0M | 0.15% | −1,008−1.0% | Reduced |
| Harber Asset Management LLC | 97,606 | $13.1M | 4.68% | −33,190−25.4% | Reduced |
| Glenview Trust Co | 98,234 | $13.2M | 0.21% | +667+0.7% | Added |
| Exchange Traded Concepts, LLC | 98,241 | $13.2M | 0.13% | +39,153+66.3% | Added |
| Arkadios Wealth Advisors | 98,828 | $13.2M | 0.32% | +49,313+99.6% | Added |
| King Luther Capital Management Corp | 99,041 | $13.3M | 0.05% | +1,151+1.2% | Added |
| Insight Wealth Strategies, LLC | 99,378 | $13.3M | 1.57% | −8,175−7.6% | Reduced |
| Baldwin Investment Management, LLC | 100,028 | $13.4M | 1.53% | −1,740−1.7% | Reduced |
| Black Creek Investment Management Inc. | 100,112 | $13.4M | 0.63% | −18,157−15.4% | Reduced |
| Violich Capital Management, Inc. | 100,250 | $13.4M | 1.60% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 100,721 | $13.5M | 0.10% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 101,225 | $13.6M | 0.34% | +97,443+2,576.5% | Added |
| Synergy Financial Management, LLC | 101,581 | $13.6M | 0.49% | +101,581 | New |
| Teamwork Financial Advisors, LLC | 102,144 | $13.7M | 1.49% | +102,144 | New |
| Wiley Bros.-Aintree Capital, LLC | 102,200 | $13.8M | 0.09% | +16,639+19.4% | Added |
| Nilsine Partners, LLC | 103,698 | $13.9M | 1.25% | −5,072−4.7% | Reduced |
| Jackson Wealth Management, LLC | 103,993 | $13.9M | 1.39% | +1,734+1.7% | Added |