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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 207,936 | $27.9M | 0.59% | −9,102−4.2% | Reduced |
| Quantbot Technologies LP | 207,778 | $27.8M | 0.76% | +145,775+235.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 206,286 | $27.6M | 0.22% | +12,115+6.2% | Added |
| JustInvest LLC | 205,971 | $27.6M | 0.28% | +3,244+1.6% | Added |
| Foster Victor Wealth Advisors, LLC | 188,306 | $27.5M | 1.71% | −44,846−19.2% | Reduced |
| Paradiem, LLC | 204,930 | $27.4M | 6.40% | −879−0.4% | Reduced |
| Summit Street Capital Management, LLC | 204,252 | $27.4M | 3.75% | −79,171−27.9% | Reduced |
| MML Investors Services, LLC | 200,228 | $26.8M | 0.07% | +57,183+40.0% | Added |
| Baker Avenue Asset Management, LP | 199,887 | $26.8M | 0.64% | −4,862−2.4% | Reduced |
| Fiera Capital Corp | 199,787 | $26.8M | 0.09% | +105,134+111.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 199,238 | $26.7M | 0.08% | +199,238 | New |
| Braun Stacey Associates Inc | 196,658 | $26.3M | 0.86% | −58,335−22.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 196,649 | $26.3M | 0.09% | −34,809−15.0% | Reduced |
| iA Global Asset Management Inc. | 196,287 | $26.3M | 0.36% | +50,081+34.3% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 196,091 | $26.3M | 0.66% | +196,091 | New |
| Federation des caisses Desjardins du Quebec | 186,025 | $24.9M | 0.10% | +40,564+27.9% | Added |
| New York Life Investment Management LLC | 185,780 | $24.9M | 0.22% | −6,478−3.4% | Reduced |
| Raiffeisen Bank International AG | 188,844 | $24.8M | 0.33% | +20,223+12.0% | Added |
| British Columbia Investment Management Corp | 184,052 | $24.6M | 0.14% | −187,087−50.4% | Reduced |
| Ethic Inc. | 183,751 | $24.6M | 0.40% | −3,556−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 182,060 | $24.4M | 0.14% | +22,496+14.1% | Added |
| Eldred Rock Partners, LLC | 181,603 | $24.4M | 6.08% | +19,657+12.1% | Added |
| OP Asset Management Ltd | 179,449 | $24.0M | 0.32% | +2,379+1.3% | Added |
| Natixis | 179,268 | $24.0M | 0.13% | −834,135−82.3% | Reduced |
| Artemis Investment Management LLP | 177,725 | $23.8M | 0.30% | −514,356−74.3% | Reduced |
| Profund Advisors LLC | 175,823 | $23.5M | 0.77% | +843+0.5% | Added |
| Hudson Bay Capital Management LP | 174,700 | $23.4M | 0.14% | +174,700 | New |
| Jump Financial, LLC | 173,743 | $23.3M | 0.30% | +127,405+274.9% | Added |
| Benjamin Edwards Inc | 173,266 | $23.2M | 0.26% | +12,807+8.0% | Added |
| Generate Investment Management Ltd | 172,994 | $23.2M | 1.18% | −284,473−62.2% | Reduced |
| Covington Investment Advisors Inc. | 172,280 | $23.1M | 3.02% | −750.0% | Reduced |
| Cozad Asset Management Inc | 172,005 | $23.0M | 1.83% | +915+0.5% | Added |
| Aquatic Capital Management LLC | 169,799 | $22.7M | 0.42% | −114,933−40.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 169,480 | $22.7M | 7.13% | +169,480 | New |
| Mutual of America Capital Management LLC | 169,260 | $22.7M | 0.24% | −11,131−6.2% | Reduced |
| Advisory Services Network, LLC | 167,082 | $22.4M | 0.33% | +4,736+2.9% | Added |
| ExodusPoint Capital Management, LP | 166,782 | $22.3M | 0.31% | +110,658+197.2% | Added |
| Linscomb & Williams, Inc. | 165,656 | $22.2M | 0.96% | −1,427−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 164,565 | $22.0M | 0.08% | −4,188−2.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 164,378 | $22.0M | 3.20% | −142−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 162,968 | $21.8M | 0.18% | +7,890+5.1% | Added |
| Silvercrest Asset Management Group LLC | 161,929 | $21.7M | 0.14% | −83,492−34.0% | Reduced |
| Hosking Partners LLP | 160,155 | $21.4M | 0.78% | −143−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 159,762 | $21.4M | 0.08% | +5,068+3.3% | Added |
| Van Hulzen Asset Management, LLC | 159,434 | $21.3M | 1.59% | +491+0.3% | Added |
| Louisiana State Employees Retirement System | 158,700 | $21.2M | 0.36% | −2,300−1.4% | Reduced |
| Kames Capital plc | 157,045 | $21.0M | 0.25% | +157,045 | New |
| Nemes Rush Group LLC | 156,690 | $21.0M | 2.08% | +1,710+1.1% | Added |
| Banque Pictet & Cie SA | 156,614 | $21.0M | 0.21% | −25,872−14.2% | Reduced |
| Jain Global LLC | 155,945 | $20.9M | 0.27% | +67,201+75.7% | Added |
| Freestone Grove Partners LP | 155,910 | $20.9M | 0.16% | −572,412−78.6% | Reduced |
| Fifth Third Bancorp | 153,453 | $20.5M | 0.07% | −152−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 152,664 | $20.4M | 0.06% | −11,826−7.2% | Reduced |
| Capco Asset Management, LLC | 152,219 | $20.4M | 4.75% | −97,071−38.9% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 151,712 | $20.3M | 3.95% | +27,760+22.4% | Added |
| Canada Post Corp Registered Pension Plan | 153,315 | $20.1M | 0.89% | +132,115+623.2% | Added |
| Yousif Capital Management, LLC | 147,445 | $19.7M | 0.21% | −11,371−7.2% | Reduced |
| Oregon Public Employees Retirement Fund | 144,656 | $19.4M | 0.25% | +34,147+30.9% | Added |
| Kestra Advisory Services, LLC | 144,253 | $19.3M | 0.09% | −7,980−5.2% | Reduced |
| Walleye Capital LLC | 140,547 | $18.8M | 0.15% | −62,649−30.8% | Reduced |
| First Citizens Bank & Trust Co | 140,433 | $18.8M | 0.41% | +10,408+8.0% | Added |
| Terry L. Blaker | 139,324 | $18.7M | 0.70% | −17,949−11.4% | Reduced |
| Horizon Investments, LLC | 137,224 | $18.4M | 0.24% | +44,727+48.4% | Added |
| Tower Bridge Advisors | 137,057 | $18.4M | 1.83% | −1,494−1.1% | Reduced |
| Optiver Holding B.V. | 135,920 | $18.2M | 0.30% | +135,830+150,922.2% | Added |
| State of Alaska, Department of Revenue | 135,373 | $18.1M | 0.19% | −8,427−5.9% | Reduced |
| GWM Advisors LLC | 134,726 | $18.0M | 0.08% | +34,198+34.0% | Added |
| Mizuho Markets Americas LLC | 134,000 | $17.9M | 0.38% | +134,000 | New |
| Genus Capital Management Inc. | 133,560 | $17.9M | 2.08% | −15,160−10.2% | Reduced |
| Generali Asset Management SPA SGR | 130,721 | $17.5M | 0.37% | +16,352+14.3% | Added |
| Weiss Asset Management LP | 130,150 | $17.4M | 0.25% | +130,150 | New |
| Crossmark Global Holdings, Inc. | 128,608 | $17.2M | 0.26% | +14,361+12.6% | Added |
| Wealthfront Advisers LLC | 128,132 | $17.2M | 0.04% | +8,096+6.7% | Added |
| LSV Asset Management | 126,948 | $17.0M | 0.04% | +30,668+31.9% | Added |
| Cullen/Frost Bankers, Inc. | 126,438 | $16.9M | 0.20% | −3,623−2.8% | Reduced |
| Oddo BHF Asset Management SAS | 125,552 | $16.8M | 0.64% | −92,735−42.5% | Reduced |
| Vinva Investment Management Ltd | 128,092 | $16.8M | 0.34% | −24,757−16.2% | Reduced |
| CWM, LLC | 124,283 | $16.6M | 0.05% | +56,792+84.1% | Added |
| J. Goldman & Co LP | 124,164 | $16.6M | 0.63% | +124,164 | New |
| Hancock Whitney Corp | 124,059 | $16.6M | 0.30% | +117,411+1,766.1% | Added |
| HB Wealth Management, LLC | 123,999 | $16.6M | 0.11% | +425+0.3% | Added |
| Great Lakes Advisors, LLC | 123,167 | $16.5M | 0.14% | +79+0.1% | Added |
| Vident Advisory, LLC | 122,415 | $16.4M | 0.16% | +74,550+155.8% | Added |
| Harvest Fund Management Co., Ltd | 121,545 | $16.3M | 0.69% | −1,853−1.5% | Reduced |
| Carderock Capital Management Inc | 121,370 | $16.3M | 3.95% | +3,127+2.6% | Added |
| GAM Holding AG | 120,436 | $16.1M | 1.00% | −23,600−16.4% | Reduced |
| Baker Ellis Asset Management LLC | 120,412 | $16.1M | 1.99% | −2,493−2.0% | Reduced |
| Midwest Trust Co | 119,201 | $16.0M | 0.21% | −1,858−1.5% | Reduced |
| ASR Vermogensbeheer N.V. | 119,159 | $16.0M | 0.19% | −466−0.4% | Reduced |
| Groupama Asset Managment | 118,579 | $15.9M | 0.23% | +22,095+22.9% | Added |
| Avanza Fonder AB | 118,465 | $15.9M | 0.41% | +4,246+3.7% | Added |
| GDS Wealth Management | 118,110 | $15.8M | 1.04% | +7,895+7.2% | Added |
| Level Four Advisory Services, LLC | 117,547 | $15.7M | 0.54% | −16,885−12.6% | Reduced |
| TruWealth Advisors, LLC | 117,446 | $15.7M | 0.79% | +117,446 | New |
| Sienna Gestion | 128,660 | $15.7M | 1.10% | +43,990+52.0% | Added |
| Gateway Investment Advisers LLC | 116,696 | $15.6M | 0.15% | −3,941−3.3% | Reduced |
| Laffer Tengler Investments | 116,397 | $15.6M | 2.47% | +18,092+18.4% | Added |
| Sanctuary Advisors, LLC | 114,527 | $15.3M | 0.09% | −16,602−12.7% | Reduced |
| Fusion Capital, LLC | 96,602 | $15.2M | 4.43% | −3,959−3.9% | Reduced |
| Larson Financial Group LLC | 111,689 | $15.0M | 0.53% | +69,357+163.8% | Added |