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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 111,531 | $14.9M | 0.18% | +10,280+10.2% | Added |
| Polar Asset Management Partners Inc. | 109,619 | $14.7M | 0.30% | −109,351−49.9% | Reduced |
| Winmill & Co. Inc | 109,000 | $14.6M | 3.54% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 108,550 | $14.6M | 0.58% | +2,200+2.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 106,214 | $14.2M | 1.17% | +8,705+8.9% | Added |
| Norinchukin Bank, The | 106,075 | $14.2M | 0.19% | +75+0.1% | Added |
| Systematic Alpha Investments, LLC | 104,381 | $14.0M | 0.46% | 00.0% | Unchanged |
| Parkwood LLC | 104,015 | $13.9M | 1.36% | +104,015 | New |
| Motley Fool Asset Management LLC | 104,001 | $13.9M | 0.58% | +22,315+27.3% | Added |
| Jackson Wealth Management, LLC | 103,993 | $13.9M | 1.39% | +1,734+1.7% | Added |
| Nilsine Partners, LLC | 103,698 | $13.9M | 1.25% | −5,072−4.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 102,200 | $13.8M | 0.09% | +16,639+19.4% | Added |
| Teamwork Financial Advisors, LLC | 102,144 | $13.7M | 1.49% | +102,144 | New |
| Synergy Financial Management, LLC | 101,581 | $13.6M | 0.49% | +101,581 | New |
| MUFG Securities EMEA plc | 101,225 | $13.6M | 0.34% | +97,443+2,576.5% | Added |
| Teachers Retirement System of the State of Kentucky | 100,721 | $13.5M | 0.10% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 100,250 | $13.4M | 1.60% | 00.0% | Unchanged |
| Black Creek Investment Management Inc. | 100,112 | $13.4M | 0.63% | −18,157−15.4% | Reduced |
| Baldwin Investment Management, LLC | 100,028 | $13.4M | 1.53% | −1,740−1.7% | Reduced |
| Insight Wealth Strategies, LLC | 99,378 | $13.3M | 1.57% | −8,175−7.6% | Reduced |
| King Luther Capital Management Corp | 99,041 | $13.3M | 0.05% | +1,151+1.2% | Added |
| Arkadios Wealth Advisors | 98,828 | $13.2M | 0.32% | +49,313+99.6% | Added |
| Exchange Traded Concepts, LLC | 98,241 | $13.2M | 0.13% | +39,153+66.3% | Added |
| Glenview Trust Co | 98,234 | $13.2M | 0.21% | +667+0.7% | Added |
| Harber Asset Management LLC | 97,606 | $13.1M | 4.68% | −33,190−25.4% | Reduced |
| Fiduciary Trust Co | 97,455 | $13.0M | 0.15% | −1,008−1.0% | Reduced |
| Apriem Advisors | 97,305 | $13.0M | 1.23% | −3,438−3.4% | Reduced |
| Cullinan Associates Inc | 97,000 | $13.0M | 0.85% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 96,372 | $12.9M | 0.16% | −719−0.7% | Reduced |
| LMCG Investments, LLC | 95,507 | $12.8M | 0.75% | −2,753−2.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 95,404 | $12.8M | 1.14% | +7,314+8.3% | Added |
| Taylor Hoffman Capital Management LLC | 95,245 | $12.8M | 4.02% | +300+0.3% | Added |
| Capitolis Liquid Global Markets LLC | 95,000 | $12.7M | 0.10% | 00.0% | Unchanged |
| NatWest Group plc | 94,825 | $12.7M | 3.14% | +94,825 | New |
| D.A. Davidson & Co. | 93,743 | $12.6M | 0.08% | −11,664−11.1% | Reduced |
| Maplelane Capital, LLC | 92,000 | $12.3M | 0.59% | +92,000 | New |
| Venture Visionary Partners LLC | 91,664 | $12.3M | 0.42% | −3,190−3.4% | Reduced |
| Heron Bay Capital Management | 90,333 | $12.1M | 2.26% | −536−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 90,329 | $12.1M | 0.11% | −102,289−53.1% | Reduced |
| LMR Partners LLP | 88,143 | $11.8M | 0.15% | −76,357−46.4% | Reduced |
| J. Stern & Co. LLP | 88,094 | $11.8M | 0.89% | +52,619+148.3% | Added |
| Science & Technology Partners, L.P. | 87,700 | $11.7M | 3.33% | −73,300−45.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 87,635 | $11.7M | 1.06% | −1,108−1.2% | Reduced |
| Arvest Bank Trust Division | 87,356 | $11.7M | 0.65% | −38,078−30.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,266 | $11.7M | 0.07% | −4,207−4.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 85,557 | $11.5M | 0.30% | +10,043+13.3% | Added |
| Moran Wealth Management, LLC | 85,677 | $11.5M | 0.35% | +79,600+1,309.9% | Added |
| McBroom & Associates, LLC | 85,574 | $11.5M | 5.45% | −3,721−4.2% | Reduced |
| Advisors Asset Management, Inc. | 85,247 | $11.4M | 0.19% | +10,348+13.8% | Added |
| M&T Bank Corp | 84,797 | $11.4M | 0.04% | −15,353−15.3% | Reduced |
| KWMG, LLC | 84,397 | $11.3M | 0.99% | −590−0.7% | Reduced |
| Aviance Capital Partners, LLC | 83,871 | $11.2M | 1.33% | +583+0.7% | Added |
| SummitTX Capital, L.P. | 83,501 | $11.2M | 0.47% | −16,335−16.4% | Reduced |
| South Dakota Investment Council | 83,394 | $11.2M | 0.22% | −69,745−45.5% | Reduced |
| Carret Asset Management, LLC | 83,018 | $11.1M | 1.08% | −598−0.7% | Reduced |
| Rench Wealth Management, Inc. | 82,529 | $11.1M | 3.24% | −486−0.6% | Reduced |
| Jones Financial Companies LLLP | 85,277 | $10.9M | 0.01% | +27,223+46.9% | Added |
| Allworth Financial LP | 80,703 | $10.8M | 0.05% | −7,548−8.6% | Reduced |
| Central Bank & Trust Co | 80,491 | $10.8M | 1.70% | +385+0.5% | Added |
| National Asset Management, Inc. | 80,464 | $10.8M | 0.52% | +1,182+1.5% | Added |
| Naples Global Advisors, LLC | 80,144 | $10.8M | 0.84% | −435−0.5% | Reduced |
| Kentucky Retirement Systems | 80,281 | $10.7M | 0.30% | −2,111−2.6% | Reduced |
| Sava Infond d.o.o. | 79,650 | $10.7M | 1.51% | +4,400+5.8% | Added |
| Modera Wealth Management, LLC | 79,625 | $10.7M | 0.12% | −3,737−4.5% | Reduced |
| Diversify Wealth Management, LLC | 65,757 | $10.6M | 0.61% | −689−1.0% | Reduced |
| Seizert Capital Partners, LLC | 78,716 | $10.5M | 0.46% | −39,475−33.4% | Reduced |
| Prospera Financial Services Inc | 78,497 | $10.5M | 0.18% | +7,364+10.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 77,934 | $10.4M | 0.28% | +71,840+1,178.9% | Added |
| Fulcrum Capital LLC | 77,851 | $10.4M | 2.14% | −137−0.2% | Reduced |
| Dark Forest Capital Management LP | 77,802 | $10.4M | 0.39% | +43,168+124.6% | Added |
| Illinois Municipal Retirement Fund | 77,389 | $10.4M | 0.13% | −3,515−4.3% | Reduced |
| Himension Fund | 76,718 | $10.3M | 0.63% | −9,333−10.8% | Reduced |
| First Manhattan Co | 75,934 | $10.2M | 0.03% | +21,398+39.2% | Added |
| Prudential PLC | 76,057 | $10.2M | 0.07% | +4,971+7.0% | Added |
| Sterling Capital Management LLC | 75,926 | $10.2M | 0.15% | +8,245+12.2% | Added |
| Ravenswood Partners LP | 75,636 | $10.1M | 3.20% | +75,636 | New |
| Tritonpoint Wealth, LLC | 75,468 | $10.1M | 0.87% | −700−0.9% | Reduced |
| Employees Retirement System of Texas | 75,560 | $10.1M | 0.08% | +28,176+59.5% | Added |
| Pittenger & Anderson Inc | 75,019 | $10.0M | 0.37% | +3,429+4.8% | Added |
| Employees Provident Fund Board | 75,000 | $10.0M | 0.08% | −60,000−44.4% | Reduced |
| Trivest Advisors Ltd | 75,000 | $10.0M | 0.32% | +75,000 | New |
| MAI Capital Management | 74,968 | $10.0M | 0.06% | +6,537+9.6% | Added |
| United Capital Financial Advisers, LLC | 74,870 | $10.0M | 0.07% | +95+0.1% | Added |
| Vestcor Inc | 74,502 | $9.98M | 0.30% | +23,532+46.2% | Added |
| Hartford Investment Management Co | 74,129 | $9.93M | 0.30% | −3,033−3.9% | Reduced |
| Liontrust Investment Partners LLP | 74,068 | $9.92M | 0.14% | +11,650+18.7% | Added |
| Sierra Summit Advisors LLC | 73,659 | $9.86M | 1.50% | −18,940−20.5% | Reduced |
| Sitrin Capital Management LLC | 73,500 | $9.86M | 4.73% | −1,094−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 73,472 | $9.84M | 1.02% | −10.0% | Reduced |
| Professional Advisory Services Inc | 72,810 | $9.75M | 1.27% | −13,959−16.1% | Reduced |
| Sequoia Financial Advisors, LLC | 71,643 | $9.59M | 0.06% | +4,556+6.8% | Added |
| Tredje AP-fonden | 70,981 | $9.50M | 0.08% | +70,981 | New |
| Occudo Quantitative Strategies LP | 70,563 | $9.45M | 1.15% | −22,031−23.8% | Reduced |
| Viking Fund Management LLC | 70,000 | $9.37M | 1.13% | −37,000−34.6% | Reduced |
| Investment Management Corp of Ontario | 69,962 | $9.37M | 0.14% | −38,676−35.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,549 | $9.31M | 0.19% | +45,145+185.0% | Added |
| Brinker Capital Investments, LLC | 69,218 | $9.27M | 0.07% | +8,840+14.6% | Added |
| Mizuho Securities USA LLC | 92,180 | $9.23M | 0.19% | +3,779+4.3% | Added |
| Brevan Howard Capital Management LP | 67,703 | $9.07M | 0.13% | −51,022−43.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 67,463 | $9.03M | 0.33% | +7,392+12.3% | Added |