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; 3,142 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, Q4 2025
Institutional positions in Lam Research Corp as of Dec 31, 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
- 2,396
- +334 vs. Q3 2025
- Shares held
- 1.08B
- +61.4M (+6.0%) vs. Q3 2025
- Total value
- $183.9B
- +$47.9B (+35.2%) vs. Q3 2025
- New holders
- 459
- 770 more added
- Sold out
- 125
- 898 more reduced
49 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,142 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 134,259,711 | $23.0B | 0.39% | +10,000,727+8.0% | Added |
| Vanguard Group Inc | 131,185,330 | $22.5B | 0.33% | +211,116+0.2% | Added |
| State Street Corp | 59,686,084 | $10.2B | 0.34% | −131,268−0.2% | Reduced |
| Invesco Ltd. | 51,039,689 | $8.74B | 0.82% | +29,856,741+140.9% | Added |
| Geode Capital Management, LLC | 33,747,368 | $5.76B | 0.36% | +126,613+0.4% | Added |
| FMR LLC | 26,681,564 | $4.57B | 0.23% | +3,329,038+14.3% | Added |
| JPMorgan Chase & Co | 23,508,596 | $4.02B | 0.27% | −6,436,253−21.5% | Reduced |
| Ameriprise Financial Inc | 23,250,342 | $3.98B | 0.90% | −2,064,687−8.2% | Reduced |
| Norges Bank | 21,295,871 | $3.65B | 0.39% | +21,295,871 | New |
| Morgan Stanley | 19,886,007 | $3.40B | 0.20% | +24,492+0.1% | Added |
| Goldman Sachs Group Inc | 14,840,758 | $2.54B | 0.36% | +933,207+6.7% | Added |
| Northern Trust Corp | 14,436,480 | $2.47B | 0.32% | −140,374−1.0% | Reduced |
| Price T Rowe Associates Inc | 13,695,210 | $2.34B | 0.25% | +10,666,540+352.2% | Added |
| Arrowstreet Capital, Limited Partnership | 13,349,470 | $2.29B | 1.34% | +2,008,605+17.7% | Added |
| UBS Asset Management Americas Inc | 12,732,387 | $2.18B | 0.46% | −10,537−0.1% | Reduced |
| Bank of America Corp | 11,256,401 | $1.93B | 0.14% | −180,378−1.6% | Reduced |
| Legal & General Group Plc | 10,861,375 | $1.86B | 0.41% | −226,969−2.0% | Reduced |
| Nuveen, LLC | 10,388,923 | $1.78B | 0.47% | −263,544−2.5% | Reduced |
| Franklin Resources Inc | 10,110,560 | $1.73B | 0.42% | +3,671,073+57.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 9,805,565 | $1.68B | 4.20% | −148,927−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,344,080 | $1.60B | 4.09% | −489,931−5.0% | Reduced |
| Bank of New York Mellon Corp | 9,239,995 | $1.58B | 0.28% | −1,168,050−11.2% | Reduced |
| Janus Henderson Group PLC | 9,083,939 | $1.55B | 0.70% | +470,609+5.5% | Added |
| Amundi | 8,204,617 | $1.40B | 0.38% | −274,877−3.2% | Reduced |
| Artisan Partners Limited Partnership | 7,951,029 | $1.36B | 2.08% | −2,679,237−25.2% | Reduced |
| UBS Group AG | 7,781,054 | $1.33B | 0.26% | +356,490+4.8% | Added |
| Charles Schwab Investment Management Inc | 7,727,485 | $1.32B | 0.21% | −21,135−0.3% | Reduced |
| Nordea Investment Management AB | 7,403,443 | $1.28B | 1.10% | −3,909,309−34.6% | Reduced |
| Barclays PLC | 6,977,951 | $1.19B | 0.48% | −3,260,627−31.8% | Reduced |
| Alkeon Capital Management LLC | 6,420,456 | $1.10B | 4.81% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 6,159,280 | $1.05B | 0.22% | −151,627−2.4% | Reduced |
| First Trust Advisors LP | 5,599,798 | $958.6M | 0.70% | +789,884+16.4% | Added |
| Voya Investment Management LLC | 5,395,295 | $922.4M | 0.91% | +949,614+21.4% | Added |
| Wells Fargo & Company | 5,339,688 | $914.0M | 0.18% | −13,829−0.3% | Reduced |
| Deutsche Bank AG | 4,762,381 | $815.2M | 0.27% | −358,208−7.0% | Reduced |
| Citadel Advisors LLC | 4,241,466 | $726.1M | 0.49% | +1,195,246+39.2% | Added |
| Massachusetts Financial Services Co | 4,179,870 | $715.5M | 0.23% | −680,815−14.0% | Reduced |
| Pictet Asset Management Holding SA | 4,175,648 | $714.9M | 0.69% | −2,608,015−38.4% | Reduced |
| Swedbank AB | 3,983,958 | $682.0M | 0.66% | +728,321+22.4% | Added |
| Royal Bank of Canada | 3,947,309 | $675.7M | 0.12% | −217,492−5.2% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,900,439 | $667.7M | 2.25% | −1,359,889−25.9% | Reduced |
| California Public Employees Retirement System | 3,898,622 | $667.4M | 0.38% | −627,477−13.9% | Reduced |
| Allianz Asset Management GmbH | 3,737,820 | $639.8M | 0.73% | +1,311,093+54.0% | Added |
| AQR Capital Management LLC | 3,709,684 | $635.0M | 0.33% | +168,454+4.8% | Added |
| HSBC Holdings PLC | 3,558,405 | $610.0M | 0.35% | +335,743+10.4% | Added |
| BNP Paribas Arbitrage, SA | 3,540,902 | $606.1M | 0.38% | +834,573+30.8% | Added |
| Swiss National Bank | 3,455,600 | $591.5M | 0.35% | −231,600−6.3% | Reduced |
| National Pension Service | 3,312,195 | $567.0M | 0.42% | −205,851−5.9% | Reduced |
| Envestnet Asset Management Inc | 3,297,640 | $564.5M | 0.17% | −323,139−8.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,243,886 | $555.3M | 0.33% | −14,649−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,238,636 | $554.6M | 0.64% | +697,009+27.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,994,239 | $554.1M | 0.38% | +32,991+1.1% | Added |
| Alliancebernstein L.P. | 3,202,704 | $548.2M | 0.17% | −426,219−11.7% | Reduced |
| Citigroup Inc | 3,056,338 | $523.2M | 0.36% | −1,205,838−28.3% | Reduced |
| Bridgewater Associates, LP | 3,041,661 | $520.7M | 1.90% | −422,319−12.2% | Reduced |
| Polar Capital Holdings Plc | 2,873,948 | $492.0M | 2.25% | +17,686+0.6% | Added |
| Canada Pension Plan Investment Board | 2,806,541 | $480.4M | 0.32% | −540,516−16.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,789,723 | $477.5M | 0.26% | −266,560−8.7% | Reduced |
| Van Eck Associates Corp | 2,719,592 | $465.5M | 0.38% | −1,851,948−40.5% | Reduced |
| Rafferty Asset Management, LLC | 2,654,539 | $454.4M | 1.57% | −900,879−25.3% | Reduced |
| Capital Research Global Investors | 2,642,429 | $452.3M | 0.08% | +9,148+0.3% | Added |
| American Century Companies Inc | 2,545,199 | $435.7M | 0.22% | −109,148−4.1% | Reduced |
| Cincinnati Insurance Co | 2,492,110 | $426.6M | 6.52% | +2,492,110 | New |
| Caisse de Depot Et Placement du Quebec | 2,478,680 | $424.3M | 0.72% | −89,899−3.5% | Reduced |
| ProShare Advisors LLC | 2,455,405 | $420.3M | 0.74% | +614,599+33.4% | Added |
| Oaktop Capital Management II, L.P. | 2,390,784 | $409.3M | 34.68% | −300,676−11.2% | Reduced |
| Rhumbline Advisers | 2,357,865 | $403.6M | 0.33% | −98,314−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,921,927 | $400.7M | 0.54% | +1,621,014+538.7% | Added |
| National Bank of Canada | 2,176,108 | $372.5M | 0.38% | −305,711−12.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,161,975 | $370.1M | 0.53% | +227,723+11.8% | Added |
| Acadian Asset Management LLC | 2,117,699 | $362.5M | 0.60% | +166,297+8.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,007,567 | $343.7M | 0.30% | +1,403,457+232.3% | Added |
| Colony Group, LLC | 2,046,824 | $343.4M | 0.39% | +1,597,187+355.2% | Added |
| Russell Investments Group, Ltd. | 1,972,611 | $338.6M | 0.37% | −116,455−5.6% | Reduced |
| California State Teachers Retirement System | 1,977,333 | $338.5M | 0.34% | −76,621−3.7% | Reduced |
| Principal Financial Group Inc | 1,970,770 | $337.4M | 0.17% | −168,179−7.9% | Reduced |
| Mackenzie Financial Corp | 1,816,810 | $315.1M | 0.37% | +184,817+11.3% | Added |
| AustralianSuper Pty Ltd | 1,831,611 | $313.5M | 1.46% | +111,187+6.5% | Added |
| Raymond James Financial Inc | 1,795,787 | $308.4M | 0.10% | −279,909−13.5% | Reduced |
| Truist Financial Corp | 1,791,976 | $306.8M | 0.41% | +115,339+6.9% | Added |
| Victory Capital Management Inc | 1,785,158 | $305.6M | 0.17% | −113,679−6.0% | Reduced |
| Prudential Financial Inc | 1,759,597 | $301.2M | 0.36% | −391,867−18.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,746,893 | $299.0M | 1.15% | −32,823−1.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,716,798 | $293.9M | 0.90% | +303,045+21.4% | Added |
| Schroder Investment Management Group | 1,688,994 | $289.1M | 0.22% | +923,121+120.5% | Added |
| Two Sigma Advisers, LP | 1,682,400 | $288.0M | 0.56% | +366,200+27.8% | Added |
| Neuberger Berman Group LLC | 1,670,400 | $285.9M | 0.21% | −466,353−21.8% | Reduced |
| Bank of Montreal | 1,667,086 | $285.4M | 0.12% | −185,315−10.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,634,505 | $280.6M | 0.77% | −25,519−1.5% | Reduced |
| TD Asset Management Inc | 1,570,447 | $268.8M | 0.22% | −852,142−35.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,499,069 | $257.8M | 0.42% | −86,634−5.5% | Reduced |
| FIL Ltd | 1,495,158 | $255.9M | 0.19% | +53,806+3.7% | Added |
| New York State Common Retirement Fund | 1,432,586 | $245.2M | 0.33% | −101,359−6.6% | Reduced |
| Blue Whale Capital LLP | 1,423,630 | $243.7M | 12.51% | −277,866−16.3% | Reduced |
| Man Group plc | 1,407,311 | $240.9M | 0.46% | −141,347−9.1% | Reduced |
| LPL Financial LLC | 1,401,146 | $239.8M | 0.07% | +63,490+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,371,006 | $234.7M | 0.65% | +80,598+6.2% | Added |
| Eurizon Capital SGR S.p.A. | 1,300,500 | $223.2M | 0.69% | +1,300,500 | New |
| Heard Capital LLC | 1,292,655 | $221.3M | 10.39% | −292,585−18.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,291,620 | $221.1M | 0.33% | −105,700−7.6% | Reduced |