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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 104,001 | $13.9M | 0.58% | +22,315+27.3% | Added |
| Parkwood LLC | 104,015 | $13.9M | 1.36% | +104,015 | New |
| Systematic Alpha Investments, LLC | 104,381 | $14.0M | 0.46% | 00.0% | Unchanged |
| Norinchukin Bank, The | 106,075 | $14.2M | 0.19% | +75+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 106,214 | $14.2M | 1.17% | +8,705+8.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 108,550 | $14.6M | 0.58% | +2,200+2.1% | Added |
| Winmill & Co. Inc | 109,000 | $14.6M | 3.54% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 109,619 | $14.7M | 0.30% | −109,351−49.9% | Reduced |
| Stratos Wealth Partners, LTD. | 111,531 | $14.9M | 0.18% | +10,280+10.2% | Added |
| Larson Financial Group LLC | 111,689 | $15.0M | 0.53% | +69,357+163.8% | Added |
| Fusion Capital, LLC | 96,602 | $15.2M | 4.43% | −3,959−3.9% | Reduced |
| Sanctuary Advisors, LLC | 114,527 | $15.3M | 0.09% | −16,602−12.7% | Reduced |
| Laffer Tengler Investments | 116,397 | $15.6M | 2.47% | +18,092+18.4% | Added |
| Gateway Investment Advisers LLC | 116,696 | $15.6M | 0.15% | −3,941−3.3% | Reduced |
| Sienna Gestion | 128,660 | $15.7M | 1.10% | +43,990+52.0% | Added |
| TruWealth Advisors, LLC | 117,446 | $15.7M | 0.79% | +117,446 | New |
| Level Four Advisory Services, LLC | 117,547 | $15.7M | 0.54% | −16,885−12.6% | Reduced |
| GDS Wealth Management | 118,110 | $15.8M | 1.04% | +7,895+7.2% | Added |
| Avanza Fonder AB | 118,465 | $15.9M | 0.41% | +4,246+3.7% | Added |
| Groupama Asset Managment | 118,579 | $15.9M | 0.23% | +22,095+22.9% | Added |
| ASR Vermogensbeheer N.V. | 119,159 | $16.0M | 0.19% | −466−0.4% | Reduced |
| Midwest Trust Co | 119,201 | $16.0M | 0.21% | −1,858−1.5% | Reduced |
| Baker Ellis Asset Management LLC | 120,412 | $16.1M | 1.99% | −2,493−2.0% | Reduced |
| GAM Holding AG | 120,436 | $16.1M | 1.00% | −23,600−16.4% | Reduced |
| Carderock Capital Management Inc | 121,370 | $16.3M | 3.95% | +3,127+2.6% | Added |
| Harvest Fund Management Co., Ltd | 121,545 | $16.3M | 0.69% | −1,853−1.5% | Reduced |
| Vident Advisory, LLC | 122,415 | $16.4M | 0.16% | +74,550+155.8% | Added |
| Great Lakes Advisors, LLC | 123,167 | $16.5M | 0.14% | +79+0.1% | Added |
| HB Wealth Management, LLC | 123,999 | $16.6M | 0.11% | +425+0.3% | Added |
| Hancock Whitney Corp | 124,059 | $16.6M | 0.30% | +117,411+1,766.1% | Added |
| J. Goldman & Co LP | 124,164 | $16.6M | 0.63% | +124,164 | New |
| CWM, LLC | 124,283 | $16.6M | 0.05% | +56,792+84.1% | Added |
| Vinva Investment Management Ltd | 128,092 | $16.8M | 0.34% | −24,757−16.2% | Reduced |
| Oddo BHF Asset Management SAS | 125,552 | $16.8M | 0.64% | −92,735−42.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 126,438 | $16.9M | 0.20% | −3,623−2.8% | Reduced |
| LSV Asset Management | 126,948 | $17.0M | 0.04% | +30,668+31.9% | Added |
| Wealthfront Advisers LLC | 128,132 | $17.2M | 0.04% | +8,096+6.7% | Added |
| Crossmark Global Holdings, Inc. | 128,608 | $17.2M | 0.26% | +14,361+12.6% | Added |
| Weiss Asset Management LP | 130,150 | $17.4M | 0.25% | +130,150 | New |
| Generali Asset Management SPA SGR | 130,721 | $17.5M | 0.37% | +16,352+14.3% | Added |
| Genus Capital Management Inc. | 133,560 | $17.9M | 2.08% | −15,160−10.2% | Reduced |
| Mizuho Markets Americas LLC | 134,000 | $17.9M | 0.38% | +134,000 | New |
| GWM Advisors LLC | 134,726 | $18.0M | 0.08% | +34,198+34.0% | Added |
| State of Alaska, Department of Revenue | 135,373 | $18.1M | 0.19% | −8,427−5.9% | Reduced |
| Optiver Holding B.V. | 135,920 | $18.2M | 0.30% | +135,830+150,922.2% | Added |
| Tower Bridge Advisors | 137,057 | $18.4M | 1.83% | −1,494−1.1% | Reduced |
| Horizon Investments, LLC | 137,224 | $18.4M | 0.24% | +44,727+48.4% | Added |
| Terry L. Blaker | 139,324 | $18.7M | 0.70% | −17,949−11.4% | Reduced |
| First Citizens Bank & Trust Co | 140,433 | $18.8M | 0.41% | +10,408+8.0% | Added |
| Walleye Capital LLC | 140,547 | $18.8M | 0.15% | −62,649−30.8% | Reduced |
| Kestra Advisory Services, LLC | 144,253 | $19.3M | 0.09% | −7,980−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 144,656 | $19.4M | 0.25% | +34,147+30.9% | Added |
| Yousif Capital Management, LLC | 147,445 | $19.7M | 0.21% | −11,371−7.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 153,315 | $20.1M | 0.89% | +132,115+623.2% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 151,712 | $20.3M | 3.95% | +27,760+22.4% | Added |
| Capco Asset Management, LLC | 152,219 | $20.4M | 4.75% | −97,071−38.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 152,664 | $20.4M | 0.06% | −11,826−7.2% | Reduced |
| Fifth Third Bancorp | 153,453 | $20.5M | 0.07% | −152−0.1% | Reduced |
| Freestone Grove Partners LP | 155,910 | $20.9M | 0.16% | −572,412−78.6% | Reduced |
| Jain Global LLC | 155,945 | $20.9M | 0.27% | +67,201+75.7% | Added |
| Banque Pictet & Cie SA | 156,614 | $21.0M | 0.21% | −25,872−14.2% | Reduced |
| Nemes Rush Group LLC | 156,690 | $21.0M | 2.08% | +1,710+1.1% | Added |
| Kames Capital plc | 157,045 | $21.0M | 0.25% | +157,045 | New |
| Louisiana State Employees Retirement System | 158,700 | $21.2M | 0.36% | −2,300−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 159,434 | $21.3M | 1.59% | +491+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 159,762 | $21.4M | 0.08% | +5,068+3.3% | Added |
| Hosking Partners LLP | 160,155 | $21.4M | 0.78% | −143−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 161,929 | $21.7M | 0.14% | −83,492−34.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 162,968 | $21.8M | 0.18% | +7,890+5.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 164,378 | $22.0M | 3.20% | −142−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 164,565 | $22.0M | 0.08% | −4,188−2.5% | Reduced |
| Linscomb & Williams, Inc. | 165,656 | $22.2M | 0.96% | −1,427−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 166,782 | $22.3M | 0.31% | +110,658+197.2% | Added |
| Advisory Services Network, LLC | 167,082 | $22.4M | 0.33% | +4,736+2.9% | Added |
| Mutual of America Capital Management LLC | 169,260 | $22.7M | 0.24% | −11,131−6.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 169,480 | $22.7M | 7.13% | +169,480 | New |
| Aquatic Capital Management LLC | 169,799 | $22.7M | 0.42% | −114,933−40.4% | Reduced |
| Cozad Asset Management Inc | 172,005 | $23.0M | 1.83% | +915+0.5% | Added |
| Covington Investment Advisors Inc. | 172,280 | $23.1M | 3.02% | −750.0% | Reduced |
| Generate Investment Management Ltd | 172,994 | $23.2M | 1.18% | −284,473−62.2% | Reduced |
| Benjamin Edwards Inc | 173,266 | $23.2M | 0.26% | +12,807+8.0% | Added |
| Jump Financial, LLC | 173,743 | $23.3M | 0.30% | +127,405+274.9% | Added |
| Hudson Bay Capital Management LP | 174,700 | $23.4M | 0.14% | +174,700 | New |
| Profund Advisors LLC | 175,823 | $23.5M | 0.77% | +843+0.5% | Added |
| Artemis Investment Management LLP | 177,725 | $23.8M | 0.30% | −514,356−74.3% | Reduced |
| Natixis | 179,268 | $24.0M | 0.13% | −834,135−82.3% | Reduced |
| OP Asset Management Ltd | 179,449 | $24.0M | 0.32% | +2,379+1.3% | Added |
| Eldred Rock Partners, LLC | 181,603 | $24.4M | 6.08% | +19,657+12.1% | Added |
| O'Shaughnessy Asset Management, LLC | 182,060 | $24.4M | 0.14% | +22,496+14.1% | Added |
| Ethic Inc. | 183,751 | $24.6M | 0.40% | −3,556−1.9% | Reduced |
| British Columbia Investment Management Corp | 184,052 | $24.6M | 0.14% | −187,087−50.4% | Reduced |
| Raiffeisen Bank International AG | 188,844 | $24.8M | 0.33% | +20,223+12.0% | Added |
| New York Life Investment Management LLC | 185,780 | $24.9M | 0.22% | −6,478−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 186,025 | $24.9M | 0.10% | +40,564+27.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 196,091 | $26.3M | 0.66% | +196,091 | New |
| iA Global Asset Management Inc. | 196,287 | $26.3M | 0.36% | +50,081+34.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 196,649 | $26.3M | 0.09% | −34,809−15.0% | Reduced |
| Braun Stacey Associates Inc | 196,658 | $26.3M | 0.86% | −58,335−22.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 199,238 | $26.7M | 0.08% | +199,238 | New |
| Fiera Capital Corp | 199,787 | $26.8M | 0.09% | +105,134+111.1% | Added |