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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.

Q4 2025 vs. Q3 2025

How the institutions holding Lam Research Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of LRCX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2,111492,396+334
Shares1.02B3.34M1.08B+61.4M (+6.0%)
Value$136.5B$447.6M$183.9B+$47.9B (+35.2%)

49 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (459)

Institutions that held Lam Research Corp at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 459 by value.

Institutions new to LRCX in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank21,295,871$3.65B0.39%
Cincinnati Insurance Co2,492,110$426.6M6.52%
Eurizon Capital SGR S.p.A.1,300,500$223.2M0.69%
Railway Pension Investments Ltd1,041,500$178.3M2.09%
PFA Pension, Forsikringsaktieselskab993,955$172.7M0.49%
Mariner Investment Group LLC736,000$126.0M7.39%
Achmea Investment Management B.V.691,532$118.4M3.02%
Actiam N.V.678,052$116.1M1.17%
Glenmede Trust Co NA601,530$103.0M0.49%
PBU - The Pension Fund of Early Childhood & Youth Educators574,700$98.4M1.42%
Pinebridge Investments LLC412,987$70.7M0.52%
Cincinnati Financial Corp277,240$47.5M0.93%
Qube Research & Technologies Ltd272,628$46.7M0.07%
PensionDanmark Pensionsforsikringsaktieselskab247,756$42.4M0.39%
CIBC World Markets Corp247,408$42.4M0.21%
Defiance ETFs, LLC237,367$41.2M1.35%
Discovery Capital Management, LLC151,900$26.0M1.41%
Arbejdsmarkedets Tillaegspension140,275$24.0M0.61%
Summit Partners Public Asset Management, LLC132,000$22.6M0.64%
NLB Skladi, upravljanje premozenja, d.o.o.116,515$19.9M0.91%
YHB Investment Advisors, Inc.109,904$18.8M1.30%
TrimTabs Asset Management, LLC104,730$17.9M2.34%
Concentric Capital Strategies, LP101,760$17.4M0.90%
Davidson Kempner Capital Management LP100,000$17.1M0.25%
Rheos Capital Works Inc.99,500$17.0M1.09%
Miller Capital Partners, Inc.98,001$16.8M8.56%
Point72 Asset Management, L.P.96,015$16.4M0.03%
MidFirst Bank94,537$16.2M1.29%
PEAK6 LLC89,733$15.4M0.42%
Picton Mahoney Asset Management79,491$13.6M0.15%
Rokos Capital Management LLP78,481$13.4M0.20%
Robinhood Asset Management, LLC77,400$13.2M1.06%
KKM Financial LLC75,048$12.8M2.28%
EFG International AG70,779$12.1M0.23%
Blue Sparrow, LLC70,400$12.1M0.23%
Eurizon SLJ Capital Ltd67,386$11.5M4.57%
Westwood Holdings Group Inc.66,491$11.4M0.09%
Laird Norton Trust Company, LLC59,844$10.3M0.21%
Moore Capital Management, LP59,425$10.2M0.21%
L & S Advisors Inc55,266$9.46M0.87%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.52,765$9.03M0.32%
Acumen Wealth Advisors, LLC51,051$8.75M2.52%
EP Wealth Advisors, LLC46,722$8.00M0.04%
Axecap Investments, LLC46,588$7.97M4.92%
Cavalier Investments, LLC45,459$7.78M2.42%
North Dakota State Investment Board43,864$7.51M0.28%
Pincus Capital Management, LP42,972$7.36M4.91%
Evolve Private Wealth, LLC41,550$7.12M0.42%
Birchview Capital, LP40,329$6.90M4.04%
Simplex Trading, LLC35,760$6.12M0.17%
Secure Asset Management, LLC32,004$5.48M0.86%
NWK Group, Inc.31,305$5.36M1.86%
E20 Capital Ltd30,282$5.18M1.87%
Loup Funds, LLC29,822$5.10M1.49%
Fideuram Asset Management (Ireland) dac58,623$5.04M0.40%
Genesis Financial Group, LLC28,363$4.86M2.82%
Hel Ved Capital Management Ltd27,274$4.67M1.61%
Decker Retirement Planning Inc.27,136$4.65M2.31%
Pinkerton Retirement Specialists, LLC26,047$4.46M0.46%
OpenArc Corporate Advisory, LLC26,031$4.46M0.07%
Decision Investments, Inc25,858$4.43M4.84%
Triasima Portfolio Management inc.25,753$4.41M0.66%
Emmett Investment Management, LP23,550$4.36M3.36%
Group One Trading, L.P.25,341$4.34M0.13%
Gunderson Capital Management Inc.23,054$3.95M1.78%
Keudell/Morrison Wealth Management20,753$3.55M0.75%
Pinnacle Financial Partners, Inc.20,564$3.52M0.03%
Atlas Capital Advisors LLC20,204$3.46M0.39%
TCW Group Inc19,745$3.38M0.02%
Bridgeway Capital Management, LLC18,800$3.22M0.07%
Keating Financial Advisory Services, Inc.18,256$3.13M0.42%
Passumpsic Savings Bank18,237$3.12M1.71%
Nomura Asset Management International Inc.18,232$3.12M0.00%
Goldstream Capital Management Ltd17,908$3.07M1.26%
Consolidated Capital Management, LLC17,723$3.03M0.92%
Milestone Asset Management, LLC16,046$2.75M0.52%
Verdad Advisers, LP15,471$2.65M3.03%
Frec Markets, Inc.15,206$2.60M0.76%
PCM Encore, LLC15,057$2.58M0.55%
Coastwise Capital Group, LLC15,000$2.57M1.28%
Parkway Wealth Management Group, LLC14,824$2.54M0.34%
Snowwater Investment Partners, LLC14,632$2.51M2.31%
KRS Capital Management, LLC14,475$2.48M1.43%
Reflection Asset Management14,302$2.45M1.74%
Dara Capital US, Inc.14,063$2.41M2.13%
LGT Group Foundation13,783$2.40M0.03%
Lighthouse Financial Services Inc13,726$2.35M0.54%
McLaughlin Asset Management, Inc.13,524$2.32M2.07%
Exit Wealth Advisors, LLC.13,176$2.26M1.33%
Tounjian Advisory Partners, LLC12,848$2.20M0.74%
Myriad Asset Management Advisors LLC12,760$2.18M0.67%
Henson-Edgewater Management, LLC12,269$2.10M1.24%
SG Trading Solutions, LLC12,049$2.06M0.48%
Elevated Private Wealth, LLC11,215$1.92M2.00%
Ark Wealth Advisors LLC11,165$1.91M2.06%
Paloma Partners Management Co11,000$1.88M0.65%
USA Financial Portformulas Corp10,539$1.80M0.33%
Hilton Head Capital Partners, LLC10,493$1.80M1.05%
Limestone Investment Advisors LP10,417$1.78M1.21%
Bannerstone Capital Management, LLC10,077$1.72M1.65%

Sold out (125)

Institutions that held Lam Research Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 125 by value.

Institutions that sold out of LRCX in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
DJE Kapital AG1,294,931$125.8M
Teewinot Capital Advisers, L.L.C.601,195$80.5M
Empowered Funds, LLC552,202$73.9M
Aspex Management (HK) Ltd399,641$53.5M
Voloridge Investment Management, LLC364,324$48.8M
Skye Global Management LP342,000$45.8M
Ceredex Value Advisors LLC314,949$42.2M
Trexquant Investment LP314,095$42.1M
Spinecap SAS265,049$35.5M
Hudson Bay Capital Management LP174,700$23.4M
Aquatic Capital Management LLC169,799$22.7M
Oddo BHF Asset Management SAS125,552$16.8M
Vinva Investment Management Ltd128,092$16.8M
GAM Holding AG120,436$16.1M
SummitTX Capital, L.P.83,501$11.2M
Employees Provident Fund Board75,000$10.0M
Occudo Quantitative Strategies LP70,563$9.45M
Brevan Howard Capital Management LP67,703$9.07M
Caxton Associates LLP67,229$9.00M
Park Avenue Securities LLC66,389$8.89M
Maytus Capital Management, LLC64,034$8.57M
APG Asset Management US Inc.49,925$7.13M
NJ State Employees Deferred Compensation Plan52,960$7.09M
Twin Tree Management, LP52,132$6.98M
Sanders Morris Harris LLC42,420$5.68M
Peregrine Investment Management Inc42,080$5.63M
Lombard Odier Asset Management (Europe) Ltd39,227$5.61M
Mubadala Investment Co PJSC41,003$5.49M
Ossiam35,910$4.81M
Volterra Technologies LP34,993$4.69M
Mizuho Markets Cayman LP28,135$3.77M
Meitav Dash Investments Ltd25,283$3.39M
Consolidated Portfolio Review Corp24,434$3.27M
Runnymede Capital Advisors, Inc.22,750$3.05M
Aigen Investment Management, LP22,507$3.01M
Winton Group Ltd22,438$3.00M
WBI Investments21,051$2.82M
Peregrine Asset Advisers, Inc.20,044$2.68M
Brighton Jones LLC19,287$2.58M
NorthRock Partners, LLC19,173$2.57M
ISAM Funds (UK) Ltd18,094$2.42M
Strengthening Families & Communities, LLC17,627$2.35M
Graham Capital Management, L.P.16,982$2.27M
Caption Management, LLC16,000$2.14M
Optimas Capital Ltd15,200$2.04M
Dymon Asia Capital (Singapore) Pte. Ltd.14,915$2.00M
Pitcairn Co12,774$1.71M
Koss-Olinger Consulting, LLC15,659$1.52M
Oak Thistle LLC11,247$1.51M
Oxford Asset Management LLP10,392$1.39M
Encompass More Asset Management9,753$1.31M
Davis Investment Partners, LLC8,000$1.14M
T. Rowe Price Investment Management, Inc.8,005$1.07M
Tairen Capital Ltd7,350$984.2K
Empirical Asset Management, LLC7,319$980.0K
Roberts Capital Advisors, LLC7,115$952.7K
Fieldview Capital Management, LLC6,695$896.5K
Inceptionr LLC6,553$877.4K
Panoramic Capital, LLC5,000$669.5K
Summit Wealth Group LLC2,055$610.0K
Sand Hill Global Advisors, LLC4,265$571.1K
Semanteon Capital Management, LP4,242$568.0K
LVM Capital Management Ltd4,230$566.0K
Numerai GP LLC4,196$561.8K
Stoneridge Investment Partners LLC4,088$547.0K
Burns Matteson Capital Management, LLC4,069$544.8K
Quantessence Capital LLC3,875$518.9K
MQS Management LLC3,859$516.7K
R Squared Ltd3,634$486.6K
EHP Funds Inc.3,600$482.0K
Kingsman Wealth Management, Inc.3,600$482.0K
Campbell & CO Investment Adviser LLC3,407$456.2K
OneAscent Wealth Management LLC3,328$445.6K
Axq Capital, LP3,256$436.0K
CTC Alternative Strategies, Ltd.2,900$388.3K
EntryPoint Capital, LLC2,746$367.7K
von Borstel & Associates, Inc.2,080$346.0K
Harvest Investment Services, LLC2,190$293.2K
PharVision Advisers, LLC2,116$283.3K
Cascades Capital Asset Management, LLC2,098$280.9K
Money Concepts Capital Corp1,960$262.4K
SIH Partners, LLLP1,952$261.4K
Fox Run Management, L.L.C.1,943$260.2K
Andina Capital Management, LLC1,933$258.8K
Alpha Wealth Funds, LLC2,000$249.7K
Beirne Wealth Consulting Services, LLC1,814$243.8K
Hobbs Wealth Management, LLC1,820$243.7K
Howe & Rusling Inc1,796$240.5K
STAR Financial Bank3,140$240.0K
Center For Asset Management LLC1,773$237.4K
Capula Management Ltd1,678$224.7K
Humankind Investments LLC1,675$224.3K
Copley Financial Group, Inc.1,610$215.6K
Rockbridge Investment Management, LCC1,590$212.9K
Central Asset Investments & Management Holdings (HK) Ltd1,550$207.5K
Paradice Investment Management LLC1,524$204.1K
IMPACTfolio, LLC1,520$203.5K
Lighthouse Investment Partners, LLC1,510$202.2K
Logan Capital Management Inc1,021$136.7K
Itau Unibanco Holding S.A.1,018$136.3K

Not filed for Q4 2025 yet (49)

Institutions that held Lam Research Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LRCX in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP817,043$109.4M
AXA Investment Managers S.A.776,141$103.9M
Pinebridge Investments, L.P.601,857$80.6M
Aware Super Pty Ltd as trustee of Aware Super465,301$62.3M
CIBC Bancorp USA Inc.221,433$29.6M
Marshall & Sullivan Inc62,111$8.32M
EFG Asset Management (North America) Corp.61,272$8.20M
Bristlecone Advisors, LLC39,304$5.26M
Bard Financial Services, Inc.33,750$4.52M
Wolverine Trading, LLC30,883$4.05M
Wetherby Asset Management Inc28,101$3.76M
Benchmark Investment Advisors LLC20,972$2.81M
Lindenwold Advisors18,196$2.44M
Shell Asset Management Co17,520$2.35M
Synovus Financial Corp15,979$2.14M
FCG Investment Co15,737$2.11M
Gries Financial LLC12,656$1.69M
Optimum Investment Advisors9,700$1.30M
Creekmur Asset Management LLC8,497$1.14M
Texas Capital Bancshares Inc7,513$1.01M
Ridgewood Investments LLC7,409$992.1K
Financial Advisors, LLC6,662$892.0K
Lingohr & Partner Asset Management GmbH6,355$851.0K
First Affirmative Financial Network6,087$815.0K
Amica Retiree Medical Trust5,741$769.0K
1858 Wealth Management, LLC5,061$677.7K
Full Sail Capital, LLC4,714$631.2K
Pinnacle Financial Partners Inc4,619$618.5K
Eisler Capital Management Ltd.4,012$527.6K
Sonora Investment Management Group, LLC3,337$446.9K
Brass Tax Wealth Management, Inc3,310$443.2K
Obsidian Personal Planning Solutions LLC2,711$426.9K
Watts Gwilliam & Co., LLC2,448$327.8K
Country Club Bank2,500$327.7K
West Oak Capital, LLC2,250$301.3K
Defined Financial Planning LLC1,697$241.9K
Hemington Wealth Management1,731$231.0K
Aletheian Wealth Advisors LLC1,667$223.2K
Wealthstream Advisors, Inc.1,656$221.7K
Moloney Securities Asset Management, LLC1,507$201.8K
Abich Financial Wealth Management LLC1,208$161.8K
FSA Wealth Management LLC796$106.6K
AllSquare Wealth Management LLC764$102.3K
Promus Capital, LLC699$93.6K
Binnacle Investments Inc146$19.5K
Lowe Wealth Advisors, LLC122$16.3K
Guerra Advisors Inc96$12.8K
Pineridge Advisors LLC39$5.23K
WFA Asset Management Corp87–