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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; 3,142 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.

Institutional holdersQ4 2025: 2,396 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,142 institutions
Value heldQ4 2025: $183.9B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,142$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2025.

Institutions holding LRCX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Camelot Portfolios, LLC0$300.00%0New
ROSS\JOHNSON & Associates LLC2$3420.01%+2New
Quantbot Technologies LP4$6850.00%−207,774−100.0%Reduced
Anfield Capital Management, LLC4$6850.00%00.0%Unchanged
Breakwater Investment Management5$8560.00%00.0%Unchanged
Luken Investment Analytics, LLC5$8560.00%+5New
Atlantic Private Wealth, LLC5$8560.00%+5New
Foster Dykema Cabot & Partners, LLC5$8570.00%+5New
GHP Investment Advisors, Inc.5$8970.00%00.0%Unchanged
Redwood Park Advisors LLC6$1.03K0.00%+6New
Meramec Financial Planners, LLC5$1.16K0.00%+5New
Palladiem, LLC7$1.20K0.00%+7New
Trust Co9$1.54K0.00%+9New
DecisionPoint Financial, LLC10$1.71K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.71K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.10$1.71K0.00%00.0%Unchanged
Arcadia Investment Management Corp10$1.71K0.00%+10New
Davis Capital Management11$1.88K0.00%00.0%Unchanged
Stone House Investment Management, LLC13$2.23K0.00%+8+160.0%Added
RMG Wealth Management LLC10$2.23K0.00%+10New
Greykasell Wealth Strategies, Inc.17$2.85K0.00%+17New
Seneschal Advisors, LLC17$2.91K0.00%00.0%Unchanged
Quattro Advisors LLC17$2.99K0.00%+17New
United Financial Planning Group LLC19$3.25K0.00%+19New
Quarry LP20$3.42K0.00%−1,313−98.5%Reduced
Modus Advisors, LLC20$3.42K0.00%+20New
WestEnd Advisors, LLC21$3.60K0.00%−3−12.5%Reduced
TD Capital Management LLC25$4.33K0.00%00.0%Unchanged
PayPay Securities Corp28$4.79K0.14%+5+21.7%Added
Quaker Wealth Management, LLC28$4.79K0.00%+4+16.7%Added
Fairscale Capital, LLC28$4.80K0.00%00.0%Unchanged
HFM Investment Advisors, LLC29$4.96K0.00%+4+16.0%Added
Hanson & Doremus Investment Management31$5.00K0.00%00.0%Unchanged
Copia Wealth Management31$5.31K0.00%+31New
Cedar Mountain Advisors, LLC35$5.99K0.00%−4−10.3%Reduced
Capital Analysts, LLC34$6.00K0.00%00.0%Unchanged
Crews Bank & Trust36$6.16K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC37$6.33K0.00%−18−32.7%Reduced
CWM Advisors, LLC40$6.84K0.00%+40New
DAGCO, Inc.40$6.85K0.00%00.0%Unchanged
Intesa Sanpaolo Wealth Management40$6.85K0.00%+40New
Winnow Wealth LLC42$7.22K0.01%00.0%Unchanged
IMA Wealth, Inc.43$7.36K0.00%+40+1,333.3%Added
Optima Capital LLC43$7.37K0.00%+43New
American Capital Advisory, LLC46$7.88K0.00%+8+21.1%Added
Strategic Wealth Advisors LLC48$8.00K0.01%+48New
Pacific Center for Financial Services60$8.03K0.00%00.0%Unchanged
Coastline Trust Co50$8.56K0.00%00.0%Unchanged
Hoese & Co LLP50$8.56K0.01%00.0%Unchanged
Bullseye Investment Management, LLC50$8.56K0.00%+50New
Copos Capital S.a r.l.51$8.73K0.01%+51New
Park Place Capital Corp53$9.07K0.00%+4+8.2%Added
Imprint Wealth LLC54$9.24K0.04%−44−44.9%Reduced
Ritter Daniher Financial Advisory LLC57$9.69K0.00%+57New
Clean Yield Group60$10.3K0.00%00.0%Unchanged
Heritage Wealth Advisors60$10.3K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC60$10.3K0.01%00.0%Unchanged
Kennebec Savings Bank60$10.3K0.01%00.0%Unchanged
Noble Wealth Management PBC60$10.3K0.01%+40+200.0%Added
Godfrey Financial Associates, Inc.60$10.3K0.01%+60New
Paladin Partners, LLC60$10.3K0.01%+60New
Front Row Advisors LLC60$10.3K0.00%00.0%Unchanged
Tidemark, LLC61$10.4K0.00%00.0%Unchanged
Bare Financial Services, Inc64$11.0K0.00%+12+23.1%Added
Sfam, LLC69$11.9K0.01%+69New
Fairway Wealth LLC70$12.0K0.00%00.0%Unchanged
Centiva Capital, LP75$12.8K0.00%+75New
McMillan Office, Inc.80$13.7K0.00%+80New
Clayton Financial Group LLC80$13.7K0.01%+80New
FNY Investment Advisers, LLC87$14.0K0.00%−9,860−99.1%Reduced
Arlington Trust Co LLC85$14.6K0.00%−1,285−93.8%Reduced
POM Investment Strategies, LLC89$15.3K0.01%+89New
Security National Bank90$15.4K0.00%00.0%Unchanged
Piscataqua Savings Bank90$15.4K0.01%00.0%Unchanged
Red Tortoise LLC90$15.4K0.01%00.0%Unchanged
Olistico Wealth, LLC90$15.4K0.01%+90New
Albion Financial Group92$15.7K0.00%00.0%Unchanged
Leonteq Securities AG93$15.9K0.00%−6,056−98.5%Reduced
HHM Wealth Advisors, LLC94$16.1K0.00%00.0%Unchanged
Hughes Financial Services, LLC95$16.3K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC97$16.6K0.01%+97New
Eukles Asset Management100$17.1K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$17.1K0.01%00.0%Unchanged
Dogwood Wealth Management LLC100$17.1K0.01%+20+25.0%Added
Board of the Pension Protection Fund100$17.1K0.02%+100New
Rachor Investment Advisory Services, LLC101$17.3K0.01%+101New
Three Bearings Fiduciary Advisors, Inc.80$18.7K0.02%+80New
Avalon Trust Co110$18.8K0.00%−300−73.2%Reduced
Plante Moran Financial Advisors, LLC110$18.8K0.00%+88+400.0%Added
Cornerstone Financial Management LLC112$19.2K0.02%+112New
Altshuler Shaham Ltd115$19.7K0.00%−69−37.5%Reduced
DiNuzzo Private Wealth, Inc.116$19.9K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.120$20.5K0.01%00.0%Unchanged
Corsicana & Co.120$20.5K0.01%00.0%Unchanged
Wellington Shields & Co., LLC120$20.5K0.01%+120New
Dunhill Financial, LLC122$20.9K0.01%+12+10.9%Added
TCTC Holdings, LLC127$21.7K0.00%00.0%Unchanged
Legacy Bridge, LLC128$21.9K0.01%+128New
Maseco LLP130$22.3K0.00%+130New
ORG Wealth Partners, LLC132$22.6K0.01%+3+2.3%Added