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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 199,887 | $26.8M | 0.64% | −4,862−2.4% | Reduced |
| MML Investors Services, LLC | 200,228 | $26.8M | 0.07% | +57,183+40.0% | Added |
| Summit Street Capital Management, LLC | 204,252 | $27.4M | 3.75% | −79,171−27.9% | Reduced |
| Paradiem, LLC | 204,930 | $27.4M | 6.40% | −879−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 188,306 | $27.5M | 1.71% | −44,846−19.2% | Reduced |
| JustInvest LLC | 205,971 | $27.6M | 0.28% | +3,244+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 206,286 | $27.6M | 0.22% | +12,115+6.2% | Added |
| Quantbot Technologies LP | 207,778 | $27.8M | 0.76% | +145,775+235.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 207,936 | $27.9M | 0.59% | −9,102−4.2% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 210,200 | $28.1M | 2.53% | +210,200 | New |
| Utah Retirement Systems | 211,203 | $28.3M | 0.27% | −319−0.2% | Reduced |
| Verition Fund Management LLC | 212,335 | $28.4M | 0.16% | −34,609−14.0% | Reduced |
| Four Tree Island Advisory LLC | 234,542 | $28.9M | 18.45% | −20.0% | Reduced |
| CIBC Bancorp USA Inc. | 221,433 | $29.6M | 0.18% | +221,433 | New |
| Phoenix Holdings Ltd. | 221,700 | $29.7M | 0.36% | −9,646−4.2% | Reduced |
| Huntington National Bank | 227,210 | $30.4M | 0.19% | −10,944−4.6% | Reduced |
| USS Investment Management Ltd | 228,909 | $30.6M | 0.15% | 00.0% | Unchanged |
| Zacks Investment Management | 229,727 | $30.8M | 0.25% | +1,230+0.5% | Added |
| Harbor Island Capital LLC | 230,800 | $30.9M | 13.23% | −93,675−28.9% | Reduced |
| QRG Capital Management, Inc. | 234,261 | $31.4M | 0.38% | −296,191−55.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 235,330 | $31.6M | 1.33% | +9,190+4.1% | Added |
| Gotham Asset Management, LLC | 237,177 | $31.8M | 0.14% | +169,647+251.2% | Added |
| Advisor Group Holdings, Inc. | 283,981 | $32.2M | 0.05% | +25,175+9.7% | Added |
| Rockefeller Capital Management L.P. | 241,661 | $32.4M | 0.06% | −39,211−14.0% | Reduced |
| UniSuper Management Pty Ltd | 242,055 | $32.4M | 0.20% | −4,706−1.9% | Reduced |
| IFM Investors Pty Ltd | 254,591 | $32.7M | 0.29% | −954−0.4% | Reduced |
| Coldstream Capital Management Inc | 248,784 | $33.3M | 0.45% | +84,014+51.0% | Added |
| Manchester Global Management (UK) Ltd | 250,436 | $33.5M | 4.41% | +30,000+13.6% | Added |
| Gradient Investments LLC | 251,593 | $33.7M | 0.56% | +7,141+2.9% | Added |
| Banco Santander, S.A. | 251,765 | $33.7M | 0.30% | +41,322+19.6% | Added |
| Lazard Asset Management LLC | 252,030 | $33.7M | 0.05% | +24,944+11.0% | Added |
| Nomura Holdings Inc | 254,687 | $34.1M | 0.15% | +155,758+157.4% | Added |
| GF Fund Management Co. Ltd. | 254,752 | $34.1M | 0.62% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 262,544 | $34.4M | 0.36% | +89,856+52.0% | Added |
| Pathstone Holdings, LLC | 258,516 | $34.6M | 0.13% | +2,500+1.0% | Added |
| Varma Mutual Pension Insurance Co | 258,830 | $34.7M | 0.22% | +20,800+8.7% | Added |
| Comerica Bank | 260,120 | $34.8M | 0.13% | +15,493+6.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 261,242 | $35.0M | 1.75% | −1,847−0.7% | Reduced |
| Voleon Capital Management LP | 262,419 | $35.1M | 0.86% | +180,167+219.0% | Added |
| Wealth Architects, LLC | 263,440 | $35.3M | 3.33% | +1060.0% | Added |
| Spinecap SAS | 265,049 | $35.5M | 15.62% | −67,950−20.4% | Reduced |
| Neville Rodie & Shaw Inc | 266,754 | $35.7M | 2.58% | −47,688−15.2% | Reduced |
| McGuire Investment Group, LLC | 269,611 | $36.1M | 4.09% | −26,317−8.9% | Reduced |
| Retirement Systems of Alabama | 269,980 | $36.2M | 0.12% | −4,494−1.6% | Reduced |
| Holocene Advisors, LP | 276,208 | $37.0M | 0.08% | −633,212−69.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 278,000 | $37.2M | 1.25% | −5,900−2.1% | Reduced |
| Amalgamated Bank | 280,690 | $37.6M | 0.27% | +2,367+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 283,033 | $37.9M | 0.26% | +102,626+56.9% | Added |
| Assetmark, Inc | 284,257 | $38.1M | 0.08% | +14,320+5.3% | Added |
| Zurich Insurance Group Ltd | 285,332 | $38.2M | 0.27% | −837,100−74.6% | Reduced |
| Marshall Wace, LLP | 286,294 | $38.3M | 0.04% | −1,215,806−80.9% | Reduced |
| Vontobel Holding Ltd. | 289,265 | $38.7M | 0.12% | −1,859−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 294,764 | $39.5M | 0.45% | 00.0% | Unchanged |
| Ieq Capital, LLC | 300,321 | $40.2M | 0.12% | +117,775+64.5% | Added |
| Dana Investment Advisors, Inc. | 300,742 | $40.3M | 1.18% | −3,665−1.2% | Reduced |
| Shelton Capital Management | 301,020 | $40.3M | 0.86% | +125,659+71.7% | Added |
| Aptus Capital Advisors, LLC | 301,531 | $40.4M | 0.37% | +262,043+663.6% | Added |
| Empire Life Investments Inc. | 303,507 | $40.6M | 2.38% | −32,631−9.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,922 | $40.7M | 0.20% | −9,789−3.1% | Reduced |
| Thrivent Financial for Lutherans | 305,141 | $40.9M | 0.08% | +179,448+142.8% | Added |
| Trexquant Investment LP | 314,095 | $42.1M | 0.43% | +121,063+62.7% | Added |
| Moneta Group Investment Advisors LLC | 314,403 | $42.1M | 0.33% | +47,782+17.9% | Added |
| Ceredex Value Advisors LLC | 314,949 | $42.2M | 0.98% | −56,178−15.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 300,913 | $42.2M | 0.06% | −20,578−6.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 318,464 | $42.6M | 0.33% | +145,939+84.6% | Added |
| Czech National Bank | 321,442 | $43.0M | 0.30% | +8,781+2.8% | Added |
| Crestwood Advisors Group LLC | 326,945 | $43.8M | 0.75% | +4,286+1.3% | Added |
| Calamos Advisors LLC | 336,428 | $45.0M | 0.18% | +833+0.2% | Added |
| Skye Global Management LP | 342,000 | $45.8M | 0.92% | −386,000−53.0% | Reduced |
| Daiwa Securities Group Inc. | 342,616 | $45.9M | 0.15% | +44,613+15.0% | Added |
| Allspring Global Investments Holdings, LLC | 324,481 | $46.3M | 0.07% | +77,790+31.5% | Added |
| Penserra Capital Management LLC | 353,460 | $47.3M | 0.57% | +102,497+40.8% | Added |
| Xponance, Inc. | 355,976 | $47.7M | 0.38% | +517+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 359,860 | $48.2M | 0.42% | −5,200−1.4% | Reduced |
| Voloridge Investment Management, LLC | 364,324 | $48.8M | 0.16% | +274,390+305.1% | Added |
| Janney Montgomery Scott LLC | 364,821 | $48.9M | 0.12% | +13,328+3.8% | Added |
| Lido Advisors, LLC | 365,586 | $49.0M | 0.20% | +4,572+1.3% | Added |
| CIBC World Markets Inc. | 366,854 | $49.1M | 0.10% | +103,688+39.4% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 370,000 | $49.5M | 0.67% | −30,000−7.5% | Reduced |
| Ci Investments Inc. | 370,402 | $49.6M | 0.18% | +130,842+54.6% | Added |
| State of Michigan Retirement System | 371,600 | $49.8M | 0.24% | −5,500−1.5% | Reduced |
| Arizona State Retirement System | 373,547 | $50.0M | 0.27% | −1,532−0.4% | Reduced |
| MetLife Investment Management | 374,785 | $50.2M | 0.24% | −9,337−2.4% | Reduced |
| Burney Co | 376,281 | $50.4M | 1.60% | +51,967+16.0% | Added |
| Nearwater Capital Markets, Ltd | 390,400 | $52.3M | 0.70% | +70,400+22.0% | Added |
| Fisher Asset Management, LLC | 392,792 | $52.6M | 0.02% | −56,718−12.6% | Reduced |
| CIBC Asset Management Inc | 394,526 | $52.8M | 0.15% | −2,800−0.7% | Reduced |
| Wellington Management Group LLP | 398,912 | $53.4M | 0.01% | −61,576−13.4% | Reduced |
| Aspex Management (HK) Ltd | 399,641 | $53.5M | 1.14% | +399,641 | New |
| State of Tennessee, Treasury Department | 400,892 | $53.7M | 0.18% | +21,246+5.6% | Added |
| US Bancorp | 408,205 | $54.7M | 0.06% | −5,187−1.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 409,542 | $54.8M | 0.28% | +13,370+3.4% | Added |
| Guinness Asset Management LTD | 422,112 | $55.3M | 0.88% | −75,311−15.1% | Reduced |
| Cetera Investment Advisers | 414,856 | $55.5M | 0.06% | +43,107+11.6% | Added |
| CBOE Vest Financial, LLC | 420,915 | $56.4M | 0.74% | +143,589+51.8% | Added |
| Pinnacle Associates Ltd | 424,777 | $56.9M | 0.75% | −52,166−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 426,094 | $57.1M | 0.07% | −88,005−17.1% | Reduced |
| Triple Frond Partners LLC | 427,890 | $57.3M | 6.24% | −278,725−39.4% | Reduced |
| Clearbridge Investments, LLC | 428,185 | $57.3M | 0.04% | +20,067+4.9% | Added |
| Woodline Partners LP | 428,638 | $57.4M | 0.27% | +428,638 | New |