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 |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 455,360 | $61.0M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 450,862 | $60.4M | 0.22% | +17,493+4.0% | Added |
| Colony Group, LLC | 449,637 | $60.2M | 0.10% | +6,732+1.5% | Added |
| Nicholas Company, Inc. | 442,540 | $59.3M | 1.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 442,405 | $59.2M | 0.33% | −21,747−4.7% | Reduced |
| ARS Investment Partners, LLC | 439,100 | $58.8M | 3.88% | −53,030−10.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 435,106 | $58.3M | 1.12% | −237,245−35.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 435,042 | $58.1M | 0.28% | −32,251−6.9% | Reduced |
| 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 |
| Woodline Partners LP | 428,638 | $57.4M | 0.27% | +428,638 | New |
| Clearbridge Investments, LLC | 428,185 | $57.3M | 0.04% | +20,067+4.9% | Added |
| Triple Frond Partners LLC | 427,890 | $57.3M | 6.24% | −278,725−39.4% | Reduced |
| Commonwealth Equity Services, LLC | 426,094 | $57.1M | 0.07% | −88,005−17.1% | Reduced |
| Pinnacle Associates Ltd | 424,777 | $56.9M | 0.75% | −52,166−10.9% | Reduced |
| CBOE Vest Financial, LLC | 420,915 | $56.4M | 0.74% | +143,589+51.8% | Added |
| Cetera Investment Advisers | 414,856 | $55.5M | 0.06% | +43,107+11.6% | Added |
| Guinness Asset Management LTD | 422,112 | $55.3M | 0.88% | −75,311−15.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 409,542 | $54.8M | 0.28% | +13,370+3.4% | Added |
| US Bancorp | 408,205 | $54.7M | 0.06% | −5,187−1.3% | Reduced |
| State of Tennessee, Treasury Department | 400,892 | $53.7M | 0.18% | +21,246+5.6% | Added |
| Aspex Management (HK) Ltd | 399,641 | $53.5M | 1.14% | +399,641 | New |
| Wellington Management Group LLP | 398,912 | $53.4M | 0.01% | −61,576−13.4% | Reduced |
| CIBC Asset Management Inc | 394,526 | $52.8M | 0.15% | −2,800−0.7% | Reduced |
| Fisher Asset Management, LLC | 392,792 | $52.6M | 0.02% | −56,718−12.6% | Reduced |
| Nearwater Capital Markets, Ltd | 390,400 | $52.3M | 0.70% | +70,400+22.0% | Added |
| Burney Co | 376,281 | $50.4M | 1.60% | +51,967+16.0% | Added |
| MetLife Investment Management | 374,785 | $50.2M | 0.24% | −9,337−2.4% | Reduced |
| Arizona State Retirement System | 373,547 | $50.0M | 0.27% | −1,532−0.4% | Reduced |
| State of Michigan Retirement System | 371,600 | $49.8M | 0.24% | −5,500−1.5% | Reduced |
| Ci Investments Inc. | 370,402 | $49.6M | 0.18% | +130,842+54.6% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 370,000 | $49.5M | 0.67% | −30,000−7.5% | Reduced |
| CIBC World Markets Inc. | 366,854 | $49.1M | 0.10% | +103,688+39.4% | Added |
| Lido Advisors, LLC | 365,586 | $49.0M | 0.20% | +4,572+1.3% | Added |
| Janney Montgomery Scott LLC | 364,821 | $48.9M | 0.12% | +13,328+3.8% | Added |
| Voloridge Investment Management, LLC | 364,324 | $48.8M | 0.16% | +274,390+305.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 359,860 | $48.2M | 0.42% | −5,200−1.4% | Reduced |
| Xponance, Inc. | 355,976 | $47.7M | 0.38% | +517+0.1% | Added |
| Penserra Capital Management LLC | 353,460 | $47.3M | 0.57% | +102,497+40.8% | Added |
| Allspring Global Investments Holdings, LLC | 324,481 | $46.3M | 0.07% | +77,790+31.5% | Added |
| Daiwa Securities Group Inc. | 342,616 | $45.9M | 0.15% | +44,613+15.0% | Added |
| Skye Global Management LP | 342,000 | $45.8M | 0.92% | −386,000−53.0% | Reduced |
| Calamos Advisors LLC | 336,428 | $45.0M | 0.18% | +833+0.2% | Added |
| Crestwood Advisors Group LLC | 326,945 | $43.8M | 0.75% | +4,286+1.3% | Added |
| Czech National Bank | 321,442 | $43.0M | 0.30% | +8,781+2.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 318,464 | $42.6M | 0.33% | +145,939+84.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 300,913 | $42.2M | 0.06% | −20,578−6.4% | Reduced |
| Ceredex Value Advisors LLC | 314,949 | $42.2M | 0.98% | −56,178−15.1% | Reduced |
| Moneta Group Investment Advisors LLC | 314,403 | $42.1M | 0.33% | +47,782+17.9% | Added |
| Trexquant Investment LP | 314,095 | $42.1M | 0.43% | +121,063+62.7% | Added |
| Thrivent Financial for Lutherans | 305,141 | $40.9M | 0.08% | +179,448+142.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,922 | $40.7M | 0.20% | −9,789−3.1% | Reduced |
| Empire Life Investments Inc. | 303,507 | $40.6M | 2.38% | −32,631−9.7% | Reduced |
| Aptus Capital Advisors, LLC | 301,531 | $40.4M | 0.37% | +262,043+663.6% | Added |
| Shelton Capital Management | 301,020 | $40.3M | 0.86% | +125,659+71.7% | Added |
| Dana Investment Advisors, Inc. | 300,742 | $40.3M | 1.18% | −3,665−1.2% | Reduced |
| Ieq Capital, LLC | 300,321 | $40.2M | 0.12% | +117,775+64.5% | Added |
| Williams Jones Wealth Management, LLC. | 294,764 | $39.5M | 0.45% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 289,265 | $38.7M | 0.12% | −1,859−0.6% | Reduced |
| Marshall Wace, LLP | 286,294 | $38.3M | 0.04% | −1,215,806−80.9% | Reduced |
| Zurich Insurance Group Ltd | 285,332 | $38.2M | 0.27% | −837,100−74.6% | Reduced |
| Assetmark, Inc | 284,257 | $38.1M | 0.08% | +14,320+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 283,033 | $37.9M | 0.26% | +102,626+56.9% | Added |
| Amalgamated Bank | 280,690 | $37.6M | 0.27% | +2,367+0.9% | Added |
| Adams Diversified Equity Fund, Inc. | 278,000 | $37.2M | 1.25% | −5,900−2.1% | Reduced |
| Holocene Advisors, LP | 276,208 | $37.0M | 0.08% | −633,212−69.6% | Reduced |
| Retirement Systems of Alabama | 269,980 | $36.2M | 0.12% | −4,494−1.6% | Reduced |
| McGuire Investment Group, LLC | 269,611 | $36.1M | 4.09% | −26,317−8.9% | Reduced |
| Neville Rodie & Shaw Inc | 266,754 | $35.7M | 2.58% | −47,688−15.2% | Reduced |
| Spinecap SAS | 265,049 | $35.5M | 15.62% | −67,950−20.4% | Reduced |
| Wealth Architects, LLC | 263,440 | $35.3M | 3.33% | +1060.0% | Added |
| Voleon Capital Management LP | 262,419 | $35.1M | 0.86% | +180,167+219.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 261,242 | $35.0M | 1.75% | −1,847−0.7% | Reduced |
| Comerica Bank | 260,120 | $34.8M | 0.13% | +15,493+6.3% | Added |
| Varma Mutual Pension Insurance Co | 258,830 | $34.7M | 0.22% | +20,800+8.7% | Added |
| Pathstone Holdings, LLC | 258,516 | $34.6M | 0.13% | +2,500+1.0% | Added |
| Mediolanum International Funds Ltd | 262,544 | $34.4M | 0.36% | +89,856+52.0% | Added |
| GF Fund Management Co. Ltd. | 254,752 | $34.1M | 0.62% | 00.0% | Unchanged |
| Nomura Holdings Inc | 254,687 | $34.1M | 0.15% | +155,758+157.4% | Added |
| Lazard Asset Management LLC | 252,030 | $33.7M | 0.05% | +24,944+11.0% | Added |
| Banco Santander, S.A. | 251,765 | $33.7M | 0.30% | +41,322+19.6% | Added |
| Gradient Investments LLC | 251,593 | $33.7M | 0.56% | +7,141+2.9% | Added |
| Manchester Global Management (UK) Ltd | 250,436 | $33.5M | 4.41% | +30,000+13.6% | Added |
| Coldstream Capital Management Inc | 248,784 | $33.3M | 0.45% | +84,014+51.0% | Added |
| IFM Investors Pty Ltd | 254,591 | $32.7M | 0.29% | −954−0.4% | Reduced |
| UniSuper Management Pty Ltd | 242,055 | $32.4M | 0.20% | −4,706−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 241,661 | $32.4M | 0.06% | −39,211−14.0% | Reduced |
| Advisor Group Holdings, Inc. | 283,981 | $32.2M | 0.05% | +25,175+9.7% | Added |
| Gotham Asset Management, LLC | 237,177 | $31.8M | 0.14% | +169,647+251.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 235,330 | $31.6M | 1.33% | +9,190+4.1% | Added |
| QRG Capital Management, Inc. | 234,261 | $31.4M | 0.38% | −296,191−55.8% | Reduced |
| Harbor Island Capital LLC | 230,800 | $30.9M | 13.23% | −93,675−28.9% | Reduced |
| Zacks Investment Management | 229,727 | $30.8M | 0.25% | +1,230+0.5% | Added |
| USS Investment Management Ltd | 228,909 | $30.6M | 0.15% | 00.0% | Unchanged |
| Huntington National Bank | 227,210 | $30.4M | 0.19% | −10,944−4.6% | Reduced |
| Phoenix Holdings Ltd. | 221,700 | $29.7M | 0.36% | −9,646−4.2% | Reduced |
| CIBC Bancorp USA Inc. | 221,433 | $29.6M | 0.18% | +221,433 | New |
| Four Tree Island Advisory LLC | 234,542 | $28.9M | 18.45% | −20.0% | Reduced |
| Verition Fund Management LLC | 212,335 | $28.4M | 0.16% | −34,609−14.0% | Reduced |
| Utah Retirement Systems | 211,203 | $28.3M | 0.27% | −319−0.2% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 210,200 | $28.1M | 2.53% | +210,200 | New |