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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
2,111
+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
731 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.

Institutional holdersQ3 2025: 2,111 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ3 2025: $136.5B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2025.

Institutions holding LRCX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Asset Management, LLC17,254$2.31M0.42%−248−1.4%Reduced
Concord Wealth Partners17,055$2.28M0.32%−447−2.6%Reduced
Graham Capital Management, L.P.16,982$2.27M0.08%−103,425−85.9%Reduced
Ibex Wealth Advisors16,949$2.27M0.22%−10.0%Reduced
Sloy Dahl & Holst, LLC16,930$2.27M0.24%00.0%Unchanged
Novem Group16,919$2.27M0.27%+104+0.6%Added
Gould Capital, LLC16,856$2.26M1.40%+467+2.8%Added
Mirador Capital Partners LP16,840$2.25M0.32%−2,079−11.0%Reduced
Capital Investment Counsel, Inc16,754$2.24M0.27%+16,754New
Lathrop Investment Management Corp16,740$2.24M0.41%00.0%Unchanged
Clifford Swan Investment Counsel LLC16,727$2.24M0.07%+167+1.0%Added
Frank, Rimerman Advisors LLC16,703$2.24M0.14%+1,144+7.4%Added
Farmers & Merchants Investments Inc16,650$2.23M0.06%−2,600−13.5%Reduced
Aspire Private Capital, LLC16,642$2.23M0.49%+1,018+6.5%Added
Maverick Capital LtdSuperinvestorMaverick Capital16,560$2.22M0.03%+122+0.7%Added
Tealwood Asset Management Inc16,560$2.22M0.90%−760−4.4%Reduced
Alps Advisors Inc16,535$2.21M0.01%−1,123−6.4%Reduced
Global Retirement Partners, LLC16,447$2.20M0.05%−2,025−11.0%Reduced
Capstone Wealth Management Group LLC16,413$2.20M1.40%+11+0.1%Added
Marietta Investment Partners LLC16,379$2.19M0.42%+5,129+45.6%Added
Wincap Financial LLC16,309$2.18M1.51%+359+2.3%Added
White Knight Strategic Wealth Advisors, LLC16,306$2.18M1.72%−654−3.9%Reduced
Middleton & Co Inc16,231$2.17M0.23%00.0%Unchanged
Penobscot Investment Management Company, Inc.16,210$2.17M0.17%+1,920+13.4%Added
Smithfield Trust Co16,176$2.17M0.10%+50+0.3%Added
Portfolio Design Labs, LLC16,186$2.17M0.37%+12,757+372.0%Added
MBM Wealth Consultants, LLC16,030$2.15M0.53%−3,847−19.4%Reduced
Caption Management, LLC16,000$2.14M0.12%−1,200−7.0%Reduced
Cornercap Investment Counsel Inc15,994$2.14M1.07%−270−1.7%Reduced
Synovus Financial Corp15,979$2.14M0.02%−279−1.7%Reduced
Goelzer Investment Management, Inc.15,964$2.14M0.11%+11+0.1%Added
Valeo Financial Advisors, LLC15,921$2.13M0.05%−253−1.6%Reduced
Brown Brothers Harriman & Co15,871$2.13M0.01%+3,072+24.0%Added
Norden Group LLC15,808$2.12M0.22%+1,241+8.5%Added
WCG Wealth Advisors LLC15,803$2.12M0.13%−3,002−16.0%Reduced
FCG Investment Co15,737$2.11M0.99%+1,813+13.0%Added
Concurrent Investment Advisors, LLC15,673$2.10M0.04%−417−2.6%Reduced
Intellectus Partners, LLC15,633$2.10M0.41%−44−0.3%Reduced
Oppenheimer Asset Management Inc.15,656$2.10M0.02%−7,467−32.3%Reduced
IFP Advisors, Inc15,654$2.10M0.05%−13,782−46.8%Reduced
First Commonwealth Financial Corp15,628$2.09M0.35%+1,178+8.2%Added
Glen Eagle Advisors, LLC15,599$2.09M0.29%+79+0.5%Added
Trust Co of Oklahoma15,427$2.07M0.61%−507−3.2%Reduced
Dynamic Advisor Solutions LLC15,386$2.06M0.06%+620+4.2%Added
KPP Advisory Services LLC15,249$2.04M0.30%+29+0.2%Added
Wealth Alliance15,210$2.04M0.21%+745+5.2%Added
Optimas Capital Ltd15,200$2.04M1.29%+15,200New
KLCM Advisors, Inc.15,097$2.02M0.20%+15,097New
Applied Finance Capital Management, LLC15,022$2.01M0.14%−5,149−25.5%Reduced
Cohen Klingenstein LLC15,000$2.01M0.06%00.0%Unchanged
Snowden Capital Advisors LLC14,964$2.01M0.05%−936−5.9%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.14,915$2.00M0.80%+14,915New
Trust Asset Management LLC14,872$1.99M0.14%00.0%Unchanged
Cypress Capital, LLC14,824$1.98M0.57%−7,089−32.4%Reduced
Encompass Wealth Advisors, LLC14,818$1.98M0.68%00.0%Unchanged
Accurate Wealth Management, LLC14,308$1.98M0.26%+2,804+24.4%Added
Gold Investment Management Ltd.14,736$1.97M0.66%+70+0.5%Added
Jefferies Financial Group Inc.14,665$1.96M0.02%−368−2.4%Reduced
Atomi Financial Group, Inc.14,651$1.96M0.06%+3,925+36.6%Added
Baader Bank INC14,911$1.95M0.16%+7,805+109.8%Added
Fulton Bank, N.A.14,556$1.95M0.07%+410+2.9%Added
Jacobi Capital Management LLC14,531$1.95M0.12%+213+1.5%Added
Checchi Capital Advisers, LLC14,417$1.93M0.13%−3,149−17.9%Reduced
Argonautica Private Wealth Management, Inc14,283$1.91M0.56%00.0%Unchanged
Virtus ETF Advisers LLC14,279$1.91M1.05%+11,279+376.0%Added
Procyon Private Wealth Partners, LLC14,270$1.91M0.11%+2,343+19.6%Added
SoundView Advisors Inc.14,232$1.91M0.68%−736−4.9%Reduced
DGS Capital Management, LLC14,215$1.90M0.35%+3,222+29.3%Added
Fidelis Capital Partners, LLC14,203$1.90M0.15%+136+1.0%Added
Fort Washington Investment Advisors Inc14,160$1.90M0.01%−1,493−9.5%Reduced
RFG Advisory, LLC14,131$1.89M0.04%+6,567+86.8%Added
Security National Bank of Sioux City Iowa14,116$1.89M1.23%+55+0.4%Added
NVWM, LLC14,067$1.88M0.42%−23−0.2%Reduced
Greater Midwest Financial Group, LLC14,061$1.88M1.22%+14,061New
Accent Capital Management, LLC14,033$1.88M0.80%−6,738−32.4%Reduced
Agf Management Ltd13,990$1.87M0.01%−51,195−78.5%Reduced
Independent Financial Group, LLC13,965$1.87M0.04%+21+0.2%Added
Inscription Capital, LLC13,951$1.87M0.20%+5,128+58.1%Added
Kane Investment Management, Inc.13,915$1.86M0.91%+213+1.6%Added
Bedell Frazier Investment Counseling, LLC13,870$1.86M0.38%+1,425+11.5%Added
Kera Capital Partners, Inc.13,824$1.85M0.28%−8,517−38.1%Reduced
Venturi Wealth Management, LLC13,804$1.85M0.09%−3,066−18.2%Reduced
Wright Investors Service Inc13,789$1.85M0.53%+13,789New
Prudent Man Advisors, LLC13,747$1.84M0.68%−4,005−22.6%Reduced
Fedenia Advisers LLC13,705$1.84M0.73%+13,705New
Axxcess Wealth Management, LLC13,665$1.83M0.04%+2,988+28.0%Added
Fort Point Capital Partners LLC13,619$1.83M0.23%−1,108−7.5%Reduced
Harel Insurance Investments & Financial Services Ltd.13,610$1.82M0.02%−8,304−37.9%Reduced
AlphaCore Capital LLC13,550$1.82M0.06%+1,696+14.3%Added
Bamco Inc13,529$1.81M0.00%−1,039−7.1%Reduced
Neo Ivy Capital Management13,510$1.81M0.44%+13,510New
McDaniel Terry & Co13,500$1.81M0.15%00.0%Unchanged
Catalyst Funds Management Pty Ltd13,500$1.81M0.27%+13,500New
Sompo Asset Management Co., Ltd.13,420$1.80M0.31%−340−2.5%Reduced
Custom Index Systems, LLC13,334$1.79M0.53%+4,586+52.4%Added
Oakworth Capital, Inc.13,310$1.78M0.10%00.0%Unchanged
Regal Investment Advisors LLC13,310$1.78M0.12%+35+0.3%Added
Brown Financial Advisors13,252$1.77M0.66%−45−0.3%Reduced
Lake Street Financial LLC13,228$1.77M0.23%+339+2.6%Added
3Chopt Investment Partners, LLC13,133$1.76M0.40%+3,251+32.9%Added