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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 1,267,495 | $169.7M | 2.17% | +603,500+90.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,290,408 | $172.8M | 0.54% | −3,360−0.3% | Reduced |
| HM Payson & Co | 1,292,706 | $173.1M | 2.49% | −4230.0% | Reduced |
| Two Sigma Advisers, LP | 1,316,200 | $176.2M | 0.35% | +972,800+283.3% | Added |
| LPL Financial LLC | 1,337,656 | $179.1M | 0.05% | +36,155+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,397,320 | $187.1M | 0.30% | −10,600−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,413,753 | $189.3M | 0.56% | −325,542−18.7% | Reduced |
| KBC Group NV | 1,418,627 | $190.0M | 0.46% | +569,588+67.1% | Added |
| Ensign Peak Advisors, Inc | 1,418,680 | $190.0M | 0.31% | +414,833+41.3% | Added |
| Jane Street Group, LLC | 1,431,382 | $191.7M | 0.22% | +1,408,542+6,167.0% | Added |
| 1832 Asset Management L.P. | 1,438,076 | $192.6M | 0.33% | +1,118,858+350.5% | Added |
| FIL Ltd | 1,441,352 | $193.0M | 0.15% | −5,667,090−79.7% | Reduced |
| Two Sigma Investments, LP | 1,527,072 | $204.5M | 0.31% | +1,223,184+402.5% | Added |
| New York State Common Retirement Fund | 1,533,945 | $205.4M | 0.27% | −74,827−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 1,535,005 | $205.5M | 0.89% | +452,693+41.8% | Added |
| Man Group plc | 1,548,658 | $207.4M | 0.40% | +419,911+37.2% | Added |
| CI Private Wealth, LLC | 1,549,888 | $207.5M | 0.33% | −273,707−15.0% | Reduced |
| Bank of Nova Scotia | 1,585,023 | $212.2M | 0.38% | +464,511+41.5% | Added |
| Heard Capital LLC | 1,585,240 | $212.3M | 10.30% | −166,950−9.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,585,703 | $212.3M | 0.35% | −345,242−17.9% | Reduced |
| Mackenzie Financial Corp | 1,631,993 | $218.5M | 0.26% | −108,654−6.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,660,024 | $222.3M | 0.63% | −1,098,473−39.8% | Reduced |
| Millennium Management LLC | 1,667,393 | $223.3M | 0.18% | −271,614−14.0% | Reduced |
| Truist Financial Corp | 1,676,637 | $224.5M | 0.30% | +913,009+119.6% | Added |
| Blue Whale Capital LLP | 1,701,496 | $227.8M | 12.60% | −178,032−9.5% | Reduced |
| AustralianSuper Pty Ltd | 1,720,424 | $230.4M | 1.09% | +1,395,428+429.4% | Added |
| Epoch Investment Partners, Inc. | 1,721,172 | $230.5M | 1.27% | −335,504−16.3% | Reduced |
| M&G Plc | 1,752,251 | $234.8M | 1.25% | −83,661−4.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,779,716 | $238.3M | 0.95% | +1,056,502+146.1% | Added |
| ProShare Advisors LLC | 1,840,806 | $246.5M | 0.52% | −425,378−18.8% | Reduced |
| William Blair Investment Management, LLC | 1,843,616 | $246.9M | 0.64% | −64,752−3.4% | Reduced |
| Bank of Montreal | 1,852,401 | $248.0M | 0.11% | +452,169+32.3% | Added |
| Victory Capital Management Inc | 1,898,837 | $254.3M | 0.16% | +8,502+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,934,252 | $259.0M | 0.38% | +79,956+4.3% | Added |
| Acadian Asset Management LLC | 1,951,402 | $261.3M | 0.46% | +358,649+22.5% | Added |
| California State Teachers Retirement System | 2,053,954 | $275.0M | 0.28% | +8,613+0.4% | Added |
| Raymond James Financial Inc | 2,075,696 | $277.9M | 0.09% | −669,523−24.4% | Reduced |
| Russell Investments Group, Ltd. | 2,089,066 | $279.2M | 0.32% | +382,552+22.4% | Added |
| Neuberger Berman Group LLC | 2,136,753 | $285.6M | 0.21% | +272,854+14.6% | Added |
| Principal Financial Group Inc | 2,138,949 | $286.4M | 0.14% | −255,885−10.7% | Reduced |
| Prudential Financial Inc | 2,151,464 | $288.1M | 0.34% | +781,176+57.0% | Added |
| Kovitz Investment Group Partners, LLC | 2,377,790 | $318.5M | 1.24% | −54,714−2.2% | Reduced |
| TD Asset Management Inc | 2,422,589 | $324.4M | 0.26% | −529,820−17.9% | Reduced |
| Allianz Asset Management GmbH | 2,426,727 | $324.9M | 0.40% | +109,848+4.7% | Added |
| Rhumbline Advisers | 2,456,179 | $328.9M | 0.26% | −105,740−4.1% | Reduced |
| National Bank of Canada | 2,481,819 | $332.3M | 0.38% | +326,396+15.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,541,627 | $339.7M | 0.88% | +659,889+35.1% | Added |
| Caisse de Depot Et Placement du Quebec | 2,568,579 | $343.9M | 0.62% | +1,595,759+164.0% | Added |
| DnB Asset Management AS | 2,600,095 | $348.2M | 1.30% | −540,718−17.2% | Reduced |
| Capital Research Global Investors | 2,633,281 | $352.6M | 0.07% | +12,624+0.5% | Added |
| American Century Companies Inc | 2,654,347 | $355.4M | 0.18% | +450,410+20.4% | Added |
| Oaktop Capital Management II, L.P. | 2,691,460 | $360.4M | 32.59% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,706,329 | $362.4M | 0.28% | −1,561,643−36.6% | Reduced |
| Polar Capital Holdings Plc | 2,856,262 | $382.5M | 1.84% | +1,464,651+105.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,961,248 | $396.5M | 0.29% | −63,305−2.1% | Reduced |
| Price T Rowe Associates Inc | 3,028,670 | $405.5M | 0.04% | −3,851,229−56.0% | Reduced |
| Citadel Advisors LLC | 3,046,220 | $407.9M | 0.33% | −3,323,087−52.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,056,283 | $409.2M | 0.25% | −18,679−0.6% | Reduced |
| HSBC Holdings PLC | 3,222,662 | $429.6M | 0.25% | +179,877+5.9% | Added |
| Swedbank AB | 3,255,637 | $435.9M | 0.44% | +112,923+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,258,535 | $436.3M | 0.25% | +22,826+0.7% | Added |
| Canada Pension Plan Investment Board | 3,347,057 | $448.2M | 0.31% | +1,180,187+54.5% | Added |
| Bridgewater Associates, LP | 3,463,980 | $463.8M | 1.82% | +1,825,200+111.4% | Added |
| National Pension Service | 3,518,046 | $471.1M | 0.37% | +96,382+2.8% | Added |
| AQR Capital Management LLC | 3,541,230 | $472.3M | 0.30% | +2,056,749+138.6% | Added |
| Rafferty Asset Management, LLC | 3,555,418 | $476.1M | 1.54% | −1,198,593−25.2% | Reduced |
| Envestnet Asset Management Inc | 3,620,779 | $484.8M | 0.14% | +125,364+3.6% | Added |
| Alliancebernstein L.P. | 3,628,923 | $485.9M | 0.15% | −111,106−3.0% | Reduced |
| Swiss National Bank | 3,687,200 | $493.7M | 0.29% | −198,500−5.1% | Reduced |
| Royal Bank of Canada | 4,164,801 | $557.7M | 0.10% | +231,220+5.9% | Added |
| Citigroup Inc | 4,262,176 | $570.7M | 0.39% | −1,583,295−27.1% | Reduced |
| Voya Investment Management LLC | 4,445,681 | $594.6M | 0.59% | +1,460,622+48.9% | Added |
| California Public Employees Retirement System | 4,526,099 | $606.0M | 0.36% | +2,356,897+108.7% | Added |
| Van Eck Associates Corp | 4,571,540 | $612.1M | 0.57% | −1,568,727−25.5% | Reduced |
| First Trust Advisors LP | 4,809,914 | $644.0M | 0.48% | +967,099+25.2% | Added |
| Massachusetts Financial Services Co | 4,860,685 | $650.8M | 0.20% | +363,801+8.1% | Added |
| Deutsche Bank AG | 5,120,589 | $685.6M | 0.23% | +256,091+5.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,260,328 | $704.4M | 2.18% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,353,517 | $716.8M | 0.15% | −455,672−7.8% | Reduced |
| Dimensional Fund Advisors LP | 6,310,907 | $844.8M | 0.18% | −57,236−0.9% | Reduced |
| Alkeon Capital Management LLC | 6,420,456 | $859.7M | 3.88% | −2,084,000−24.5% | Reduced |
| Franklin Resources Inc | 6,439,487 | $862.2M | 0.22% | +80,126+1.3% | Added |
| Pictet Asset Management Holding SA | 6,783,663 | $908.2M | 0.88% | −2,041,313−23.1% | Reduced |
| UBS Group AG | 7,424,564 | $994.1M | 0.19% | −2,451,569−24.8% | Reduced |
| Charles Schwab Investment Management Inc | 7,748,620 | $1.04B | 0.17% | −1,308,570−14.4% | Reduced |
| Janus Henderson Group PLC | 8,613,330 | $1.15B | 0.53% | +1,191,558+16.1% | Added |
| Amundi | 8,479,494 | $1.26B | 0.41% | −2,297,578−21.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,834,011 | $1.32B | 3.72% | +156,371+1.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 9,954,492 | $1.33B | 3.27% | −553,000−5.3% | Reduced |
| Barclays PLC | 10,238,578 | $1.37B | 0.50% | +2,500,151+32.3% | Added |
| Bank of New York Mellon Corp | 10,408,045 | $1.39B | 0.25% | −198,614−1.9% | Reduced |
| Artisan Partners Limited Partnership | 10,630,266 | $1.42B | 2.05% | +780,398+7.9% | Added |
| Nuveen, LLC | 10,652,467 | $1.43B | 0.38% | +1,449,899+15.8% | Added |
| Legal & General Group Plc | 11,088,344 | $1.48B | 0.33% | +208,670+1.9% | Added |
| Nordea Investment Management AB | 11,312,752 | $1.51B | 1.33% | +718,178+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 11,340,865 | $1.52B | 0.96% | +10,053,978+781.3% | Added |
| Bank of America Corp | 11,436,779 | $1.53B | 0.11% | −438,689−3.7% | Reduced |
| UBS Asset Management Americas Inc | 12,742,924 | $1.71B | 0.37% | −2,252,870−15.0% | Reduced |
| Goldman Sachs Group Inc | 13,907,551 | $1.86B | 0.27% | +9390.0% | Added |
| Northern Trust Corp | 14,576,854 | $1.95B | 0.25% | +3,4070.0% | Added |