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.
| 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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 1,418,680 | $190.0M | 0.31% | +414,833+41.3% | Added |
| KBC Group NV | 1,418,627 | $190.0M | 0.46% | +569,588+67.1% | Added |
| Lord, Abbett & Co. LLC | 1,413,753 | $189.3M | 0.56% | −325,542−18.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,397,320 | $187.1M | 0.30% | −10,600−0.8% | Reduced |
| LPL Financial LLC | 1,337,656 | $179.1M | 0.05% | +36,155+2.8% | Added |
| Two Sigma Advisers, LP | 1,316,200 | $176.2M | 0.35% | +972,800+283.3% | Added |
| HM Payson & Co | 1,292,706 | $173.1M | 2.49% | −4230.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,290,408 | $172.8M | 0.54% | −3,360−0.3% | Reduced |
| Andra AP-fonden | 1,267,495 | $169.7M | 2.17% | +603,500+90.9% | Added |
| Danske Bank A/S | 1,259,576 | $168.7M | 0.42% | −72,450−5.4% | Reduced |
| Captrust Financial Advisors | 1,243,904 | $166.6M | 0.34% | +21,681+1.8% | Added |
| Manufacturers Life Insurance Company, The | 1,191,080 | $159.5M | 0.13% | −167,842−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 1,190,717 | $159.4M | 0.28% | −81,099−6.4% | Reduced |
| SEI Investments Co | 1,167,020 | $156.3M | 0.17% | −1,882,440−61.7% | Reduced |
| Korea Investment CORP | 1,141,393 | $152.8M | 0.31% | +167,836+17.2% | Added |
| Candriam Luxembourg S.C.A. | 1,112,155 | $148.9M | 0.78% | +81,888+7.9% | Added |
| HighTower Advisors, LLC | 1,089,194 | $145.8M | 0.17% | +12,619+1.2% | Added |
| RE Advisers Corp | 1,073,800 | $143.8M | 3.42% | −61,900−5.5% | Reduced |
| NZS Capital, LLC | 1,071,186 | $143.4M | 4.39% | +16,308+1.5% | Added |
| New York State Teachers Retirement System | 1,067,446 | $142.9M | 0.28% | +22,631+2.2% | Added |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $141.8M | 0.72% | 00.0% | Unchanged |
| Aviva PLC | 1,028,640 | $137.7M | 0.25% | +61,395+6.3% | Added |
| Standard Life Aberdeen plc | 999,283 | $133.8M | 0.21% | −13,768−1.4% | Reduced |
| Panagora Asset Management Inc | 995,521 | $133.3M | 0.54% | +162,943+19.6% | Added |
| Mariner, LLC | 978,956 | $131.1M | 0.17% | +3,446+0.4% | Added |
| Montrusco Bolton Investments Inc. | 975,201 | $127.7M | 1.49% | −1,586,223−61.9% | Reduced |
| DJE Kapital AG | 1,294,931 | $125.8M | 3.07% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 934,067 | $125.1M | 0.39% | +235,436+33.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 918,000 | $123.3M | 0.94% | +48,000+5.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 918,220 | $122.9M | 0.27% | +19,269+2.1% | Added |
| Erste Asset Management GmbH | 932,922 | $122.2M | 1.18% | −510,791−35.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 908,123 | $121.3M | 0.19% | −168,453−15.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 905,594 | $121.3M | 0.22% | +414,652+84.5% | Added |
| Eventide Asset Management, LLC | 904,695 | $120.9M | 1.99% | −92,202−9.2% | Reduced |
| Toroso Investments, LLC | 899,924 | $120.5M | 0.51% | +720,169+400.6% | Added |
| Guggenheim Capital LLC | 854,013 | $114.4M | 0.85% | +20,786+2.5% | Added |
| Storebrand Asset Management AS | 838,563 | $112.3M | 0.30% | +63,540+8.2% | Added |
| Associated Banc-Corp | 836,296 | $112.0M | 2.95% | −132,006−13.6% | Reduced |
| Toronto Dominion Bank | 827,157 | $110.8M | 0.21% | +57,004+7.4% | Added |
| Assenagon Asset Management S.A. | 821,003 | $109.9M | 0.16% | −254,088−23.6% | Reduced |
| Glenmede Investment Management, LP | 817,043 | $109.4M | 0.53% | −68,037−7.7% | Reduced |
| Stifel Financial Corp | 814,463 | $109.1M | 0.10% | −17,967−2.2% | Reduced |
| Public Sector Pension Investment Board | 803,009 | $107.5M | 0.40% | +420,806+110.1% | Added |
| Jennison Associates LLC | 796,608 | $106.7M | 0.06% | −48,035−5.7% | Reduced |
| Balyasny Asset Management LLC | 796,418 | $106.6M | 0.22% | +680,185+585.2% | Added |
| Quantinno Capital Management LP | 782,122 | $104.7M | 0.29% | +249,551+46.9% | Added |
| AXA Investment Managers S.A. | 776,141 | $103.9M | 0.28% | +776,141 | New |
| Schroder Investment Management Group | 765,873 | $102.6M | 0.08% | −110,772−12.6% | Reduced |
| Crosslink Capital Inc | 763,237 | $102.2M | 7.43% | −52,603−6.4% | Reduced |
| Susquehanna International Group, LLP | 757,488 | $101.4M | 0.15% | −64,682−7.9% | Reduced |
| Los Angeles Capital Management LLC | 733,352 | $98.2M | 0.33% | −520,991−41.5% | Reduced |
| Parnassus Investments | 700,715 | $93.8M | 0.22% | −27,313−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 700,285 | $93.8M | 0.06% | −39,764−5.4% | Reduced |
| Royal London Asset Management Ltd | 699,037 | $93.6M | 0.20% | −12,122−1.7% | Reduced |
| State of Wisconsin Investment Board | 695,918 | $93.2M | 0.21% | +10,122+1.5% | Added |
| ING Groep NV | 679,988 | $91.1M | 0.49% | +3,063+0.5% | Added |
| APG Asset Management N.V. | 796,023 | $90.7M | 0.25% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 669,303 | $89.6M | 0.13% | +2,101+0.3% | Added |
| Boston Partners | 662,354 | $88.9M | 0.09% | −2,543,124−79.3% | Reduced |
| Jupiter Asset Management Ltd | 659,760 | $88.3M | 0.76% | −106,579−13.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 654,367 | $87.6M | 0.24% | −29,848−4.4% | Reduced |
| KLP Kapitalforvaltning AS | 651,680 | $87.4M | 0.35% | −21,400−3.2% | Reduced |
| Squarepoint Ops LLC | 647,436 | $86.7M | 0.18% | +462,445+250.0% | Added |
| Baird Financial Group, Inc. | 645,845 | $86.5M | 0.14% | −21,936−3.3% | Reduced |
| Federated Hermes, Inc. | 624,326 | $83.6M | 0.15% | +307,292+96.9% | Added |
| Mercer Global Advisors Inc | 623,529 | $83.5M | 0.14% | +108,615+21.1% | Added |
| Wedge Capital Management L L P | 622,436 | $83.3M | 1.41% | +619,933+24,767.6% | Added |
| Vaughan David Investments LLC | 611,996 | $81.9M | 1.77% | −8,613−1.4% | Reduced |
| Handelsbanken Fonder AB | 610,794 | $81.8M | 0.26% | +80,733+15.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 604,110 | $80.9M | 0.07% | +15,246+2.6% | Added |
| Pinebridge Investments, L.P. | 601,857 | $80.6M | 0.60% | +148,111+32.6% | Added |
| Teewinot Capital Advisers, L.L.C. | 601,195 | $80.5M | 6.26% | −262,268−30.4% | Reduced |
| Asset Management One Co.,Ltd. | 598,637 | $80.2M | 0.23% | +45,946+8.3% | Added |
| Virginia Retirement Systems Et Al | 598,175 | $80.1M | 0.52% | −8,200−1.4% | Reduced |
| Pacer Advisors, Inc. | 593,148 | $79.4M | 0.20% | +372,195+168.4% | Added |
| Public Employees Retirement System of Ohio | 592,874 | $79.4M | 0.25% | +40,007+7.2% | Added |
| Creative Planning | 583,818 | $78.2M | 0.06% | +37,337+6.8% | Added |
| Platinum Investment Management Ltd | 575,369 | $77.0M | 4.98% | −157,824−21.5% | Reduced |
| Teacher Retirement System of Texas | 570,446 | $76.4M | 0.31% | +164,908+40.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 564,163 | $75.5M | 0.30% | −53,675−8.7% | Reduced |
| Empowered Funds, LLC | 552,202 | $73.9M | 0.75% | +291,186+111.6% | Added |
| NEOS Investment Management LLC | 547,605 | $73.3M | 0.55% | +206,570+60.6% | Added |
| NewEdge Wealth, LLC | 440,001 | $72.6M | 1.04% | −726−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 540,813 | $72.4M | 0.38% | +8,483+1.6% | Added |
| D. E. Shaw & Co., Inc. | 540,717 | $72.4M | 0.06% | +374,902+226.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 539,222 | $72.2M | 0.17% | −121,348−18.4% | Reduced |
| Credit Agricole S A | 534,727 | $71.6M | 0.24% | +534,727 | New |
| Nomura Asset Management Co Ltd | 529,025 | $70.8M | 0.18% | −89,093−14.4% | Reduced |
| STRS Ohio | 525,226 | $70.3M | 0.26% | −33,809−6.0% | Reduced |
| Nisa Investment Advisors, LLC | 517,078 | $69.4M | 0.27% | −20,270−3.8% | Reduced |
| Cerity Partners LLC | 517,526 | $69.3M | 0.11% | +72,059+16.2% | Added |
| Macquarie Group Ltd | 516,553 | $69.2M | 0.08% | +294,462+132.6% | Added |
| Castleark Management LLC | 504,120 | $67.5M | 1.89% | −18,530−3.5% | Reduced |
| Value Aligned Research Advisors, LLC | 500,863 | $67.1M | 1.55% | +18,533+3.8% | Added |
| Flputnam Investment Management Co | 496,854 | $66.5M | 0.99% | +25,173+5.3% | Added |
| Mn Services Vermogensbeheer B.V. | 487,940 | $65.3M | 0.42% | +5,600+1.2% | Added |
| Trybe Capital Management LP | 478,246 | $64.0M | 13.21% | +142,205+42.3% | Added |
| Capital Fund Management S.A. | 477,808 | $64.0M | 0.64% | +464,307+3,439.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 465,301 | $62.3M | 0.86% | −7,789−1.6% | Reduced |
| Forsta Ap-Fonden | 463,800 | $62.1M | 0.37% | +62,500+15.6% | Added |