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 6 sales; 3,142 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 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 433,563 | $58.1M | 2.12% | +2,896+0.7% | Added |
| Resona Asset Management Co.,Ltd. | 435,042 | $58.1M | 0.28% | −32,251−6.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 435,106 | $58.3M | 1.12% | −237,245−35.3% | Reduced |
| ARS Investment Partners, LLC | 439,100 | $58.8M | 3.88% | −53,030−10.8% | Reduced |
| Nissay Asset Management Corp | 442,405 | $59.2M | 0.33% | −21,747−4.7% | Reduced |
| Nicholas Company, Inc. | 442,540 | $59.3M | 1.01% | 00.0% | Unchanged |
| Colony Group, LLC | 449,637 | $60.2M | 0.10% | +6,732+1.5% | Added |
| State of New Jersey Common Pension Fund D | 450,862 | $60.4M | 0.22% | +17,493+4.0% | Added |
| State Farm Mutual Automobile Insurance Co | 455,360 | $61.0M | 0.05% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 463,800 | $62.1M | 0.37% | +62,500+15.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 465,301 | $62.3M | 0.86% | −7,789−1.6% | Reduced |
| Capital Fund Management S.A. | 477,808 | $64.0M | 0.64% | +464,307+3,439.1% | Added |
| Trybe Capital Management LP | 478,246 | $64.0M | 13.21% | +142,205+42.3% | Added |
| Mn Services Vermogensbeheer B.V. | 487,940 | $65.3M | 0.42% | +5,600+1.2% | Added |
| Flputnam Investment Management Co | 496,854 | $66.5M | 0.99% | +25,173+5.3% | Added |
| Value Aligned Research Advisors, LLC | 500,863 | $67.1M | 1.55% | +18,533+3.8% | Added |
| Castleark Management LLC | 504,120 | $67.5M | 1.89% | −18,530−3.5% | Reduced |
| Macquarie Group Ltd | 516,553 | $69.2M | 0.08% | +294,462+132.6% | Added |
| Cerity Partners LLC | 517,526 | $69.3M | 0.11% | +72,059+16.2% | Added |
| Nisa Investment Advisors, LLC | 517,078 | $69.4M | 0.27% | −20,270−3.8% | Reduced |
| STRS Ohio | 525,226 | $70.3M | 0.26% | −33,809−6.0% | Reduced |
| Nomura Asset Management Co Ltd | 529,025 | $70.8M | 0.18% | −89,093−14.4% | Reduced |
| Credit Agricole S A | 534,727 | $71.6M | 0.24% | +534,727 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 539,222 | $72.2M | 0.17% | −121,348−18.4% | Reduced |
| D. E. Shaw & Co., Inc. | 540,717 | $72.4M | 0.06% | +374,902+226.1% | Added |
| Swiss Life Asset Management Ltd | 540,813 | $72.4M | 0.38% | +8,483+1.6% | Added |
| NewEdge Wealth, LLC | 440,001 | $72.6M | 1.04% | −726−0.2% | Reduced |
| NEOS Investment Management LLC | 547,605 | $73.3M | 0.55% | +206,570+60.6% | Added |
| Empowered Funds, LLC | 552,202 | $73.9M | 0.75% | +291,186+111.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 564,163 | $75.5M | 0.30% | −53,675−8.7% | Reduced |
| Teacher Retirement System of Texas | 570,446 | $76.4M | 0.31% | +164,908+40.7% | Added |
| Platinum Investment Management Ltd | 575,369 | $77.0M | 4.98% | −157,824−21.5% | Reduced |
| Creative Planning | 583,818 | $78.2M | 0.06% | +37,337+6.8% | Added |
| Public Employees Retirement System of Ohio | 592,874 | $79.4M | 0.25% | +40,007+7.2% | Added |
| Pacer Advisors, Inc. | 593,148 | $79.4M | 0.20% | +372,195+168.4% | Added |
| Virginia Retirement Systems Et Al | 598,175 | $80.1M | 0.52% | −8,200−1.4% | Reduced |
| Asset Management One Co.,Ltd. | 598,637 | $80.2M | 0.23% | +45,946+8.3% | Added |
| Teewinot Capital Advisers, L.L.C. | 601,195 | $80.5M | 6.26% | −262,268−30.4% | Reduced |
| Pinebridge Investments, L.P. | 601,857 | $80.6M | 0.60% | +148,111+32.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 604,110 | $80.9M | 0.07% | +15,246+2.6% | Added |
| Handelsbanken Fonder AB | 610,794 | $81.8M | 0.26% | +80,733+15.2% | Added |
| Vaughan David Investments LLC | 611,996 | $81.9M | 1.77% | −8,613−1.4% | Reduced |
| Wedge Capital Management L L P | 622,436 | $83.3M | 1.41% | +619,933+24,767.6% | Added |
| Mercer Global Advisors Inc | 623,529 | $83.5M | 0.14% | +108,615+21.1% | Added |
| Federated Hermes, Inc. | 624,326 | $83.6M | 0.15% | +307,292+96.9% | Added |
| Baird Financial Group, Inc. | 645,845 | $86.5M | 0.14% | −21,936−3.3% | Reduced |
| Squarepoint Ops LLC | 647,436 | $86.7M | 0.18% | +462,445+250.0% | Added |
| KLP Kapitalforvaltning AS | 651,680 | $87.4M | 0.35% | −21,400−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 654,367 | $87.6M | 0.24% | −29,848−4.4% | Reduced |
| Jupiter Asset Management Ltd | 659,760 | $88.3M | 0.76% | −106,579−13.9% | Reduced |
| Boston Partners | 662,354 | $88.9M | 0.09% | −2,543,124−79.3% | Reduced |
| Natixis Advisors, L.P. | 669,303 | $89.6M | 0.13% | +2,101+0.3% | Added |
| APG Asset Management N.V. | 796,023 | $90.7M | 0.25% | 00.0% | Unchanged |
| ING Groep NV | 679,988 | $91.1M | 0.49% | +3,063+0.5% | Added |
| State of Wisconsin Investment Board | 695,918 | $93.2M | 0.21% | +10,122+1.5% | Added |
| Royal London Asset Management Ltd | 699,037 | $93.6M | 0.20% | −12,122−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 700,285 | $93.8M | 0.06% | −39,764−5.4% | Reduced |
| Parnassus Investments | 700,715 | $93.8M | 0.22% | −27,313−3.8% | Reduced |
| Los Angeles Capital Management LLC | 733,352 | $98.2M | 0.33% | −520,991−41.5% | Reduced |
| Susquehanna International Group, LLP | 757,488 | $101.4M | 0.15% | −64,682−7.9% | Reduced |
| Crosslink Capital Inc | 763,237 | $102.2M | 7.43% | −52,603−6.4% | Reduced |
| Schroder Investment Management Group | 765,873 | $102.6M | 0.08% | −110,772−12.6% | Reduced |
| AXA Investment Managers S.A. | 776,141 | $103.9M | 0.28% | +776,141 | New |
| Quantinno Capital Management LP | 782,122 | $104.7M | 0.29% | +249,551+46.9% | Added |
| Balyasny Asset Management LLC | 796,418 | $106.6M | 0.22% | +680,185+585.2% | Added |
| Jennison Associates LLC | 796,608 | $106.7M | 0.06% | −48,035−5.7% | Reduced |
| Public Sector Pension Investment Board | 803,009 | $107.5M | 0.40% | +420,806+110.1% | Added |
| Stifel Financial Corp | 814,463 | $109.1M | 0.10% | −17,967−2.2% | Reduced |
| Glenmede Investment Management, LP | 817,043 | $109.4M | 0.53% | −68,037−7.7% | Reduced |
| Assenagon Asset Management S.A. | 821,003 | $109.9M | 0.16% | −254,088−23.6% | Reduced |
| Toronto Dominion Bank | 827,157 | $110.8M | 0.21% | +57,004+7.4% | Added |
| Associated Banc-Corp | 836,296 | $112.0M | 2.95% | −132,006−13.6% | Reduced |
| Storebrand Asset Management AS | 838,563 | $112.3M | 0.30% | +63,540+8.2% | Added |
| Guggenheim Capital LLC | 854,013 | $114.4M | 0.85% | +20,786+2.5% | Added |
| Toroso Investments, LLC | 899,924 | $120.5M | 0.51% | +720,169+400.6% | Added |
| Eventide Asset Management, LLC | 904,695 | $120.9M | 1.99% | −92,202−9.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 905,594 | $121.3M | 0.22% | +414,652+84.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 908,123 | $121.3M | 0.19% | −168,453−15.6% | Reduced |
| Erste Asset Management GmbH | 932,922 | $122.2M | 1.18% | −510,791−35.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 918,220 | $122.9M | 0.27% | +19,269+2.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 918,000 | $123.3M | 0.94% | +48,000+5.5% | Added |
| Treasurer of the State of North Carolina | 934,067 | $125.1M | 0.39% | +235,436+33.7% | Added |
| DJE Kapital AG | 1,294,931 | $125.8M | 3.07% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 975,201 | $127.7M | 1.49% | −1,586,223−61.9% | Reduced |
| Mariner, LLC | 978,956 | $131.1M | 0.17% | +3,446+0.4% | Added |
| Panagora Asset Management Inc | 995,521 | $133.3M | 0.54% | +162,943+19.6% | Added |
| Standard Life Aberdeen plc | 999,283 | $133.8M | 0.21% | −13,768−1.4% | Reduced |
| Aviva PLC | 1,028,640 | $137.7M | 0.25% | +61,395+6.3% | Added |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $141.8M | 0.72% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,067,446 | $142.9M | 0.28% | +22,631+2.2% | Added |
| NZS Capital, LLC | 1,071,186 | $143.4M | 4.39% | +16,308+1.5% | Added |
| RE Advisers Corp | 1,073,800 | $143.8M | 3.42% | −61,900−5.5% | Reduced |
| HighTower Advisors, LLC | 1,089,194 | $145.8M | 0.17% | +12,619+1.2% | Added |
| Candriam Luxembourg S.C.A. | 1,112,155 | $148.9M | 0.78% | +81,888+7.9% | Added |
| Korea Investment CORP | 1,141,393 | $152.8M | 0.31% | +167,836+17.2% | Added |
| SEI Investments Co | 1,167,020 | $156.3M | 0.17% | −1,882,440−61.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,190,717 | $159.4M | 0.28% | −81,099−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,191,080 | $159.5M | 0.13% | −167,842−12.4% | Reduced |
| Captrust Financial Advisors | 1,243,904 | $166.6M | 0.34% | +21,681+1.8% | Added |
| Danske Bank A/S | 1,259,576 | $168.7M | 0.42% | −72,450−5.4% | Reduced |