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 6 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
- 2,395
- +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
- 769 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 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 6,328 | $1.08M | 0.08% | +250+4.1% | Added |
| West Michigan Advisors, LLC | 6,319 | $1.08M | 0.25% | +3,144+99.0% | Added |
| Accredited Investors Inc. | 6,337 | $1.08M | 0.06% | −1,003−13.7% | Reduced |
| Wealth Group, Ltd. | 6,350 | $1.09M | 1.06% | +6,350 | New |
| Wallace Hart LLC | 6,358 | $1.09M | 0.80% | −2,313−26.7% | Reduced |
| Redwood Investment Management, LLC | 6,369 | $1.09M | 0.12% | −3,090−32.7% | Reduced |
| David Loasby | 4,954 | $1.09M | 0.07% | −1,029−17.2% | Reduced |
| Anchor Investment Management, LLC | 6,426 | $1.10M | 0.09% | +4,005+165.4% | Added |
| Rothschild Investment LLC | 6,453 | $1.10M | 0.06% | +264+4.3% | Added |
| Cypress Capital Advisors, LLC | 6,473 | $1.11M | 0.59% | −31−0.5% | Reduced |
| Westfuller Advisors, LLC | 6,475 | $1.11M | 0.45% | −2,684−29.3% | Reduced |
| Ironwood Investment Counsel, LLC | 6,491 | $1.11M | 0.16% | +717+12.4% | Added |
| Sandler Capital Management | 6,500 | $1.11M | 0.50% | +6,500 | New |
| PFG Investments, LLC | 6,511 | $1.11M | 0.05% | +416+6.8% | Added |
| Clark Financial Services Group Inc | 5,730 | $1.12M | 0.59% | +226+4.1% | Added |
| Symphony Financial, Ltd. Co. | 6,509 | $1.12M | 0.15% | +2,620+67.4% | Added |
| Persium Advisors, LLC | 6,566 | $1.12M | 0.82% | −378−5.4% | Reduced |
| Rathbone Brothers plc | 6,568 | $1.12M | 0.00% | −372−5.4% | Reduced |
| AdvisorNet Financial, Inc | 6,569 | $1.12M | 0.06% | +37+0.6% | Added |
| JT Stratford LLC | 6,574 | $1.13M | 0.14% | −1,989−23.2% | Reduced |
| Optas, LLC | 6,586 | $1.13M | 0.18% | +722+12.3% | Added |
| Affinity Investment Advisors, LLC | 6,586 | $1.13M | 0.75% | −449−6.4% | Reduced |
| Burr Financial Services, LLC | 6,616 | $1.13M | 0.85% | +66+1.0% | Added |
| Dale Q Rice Investment Management Ltd | 6,627 | $1.13M | 0.81% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 6,676 | $1.14M | 0.50% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 6,697 | $1.15M | 0.21% | +164+2.5% | Added |
| Prelude Capital Management, LLC | 6,714 | $1.15M | 0.08% | +4,848+259.8% | Added |
| World Equity Group, Inc. | 6,720 | $1.15M | 0.32% | −50−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 6,715 | $1.15M | 0.06% | −54−0.8% | Reduced |
| Physicians Financial Services, Inc. | 6,730 | $1.15M | 0.31% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 6,734 | $1.15M | 0.17% | −84−1.2% | Reduced |
| Janney Capital Management LLC | 6,748 | $1.16M | 0.07% | +81+1.2% | Added |
| 71 West Capital Partners | 6,754 | $1.16M | 0.05% | +6,754 | New |
| Valley Brook Capital Group | 6,760 | $1.16M | 0.77% | −50−0.7% | Reduced |
| LJI Wealth Management, LLC | 6,761 | $1.16M | 0.18% | +527+8.5% | Added |
| Ifrah Financial Services, Inc. | 6,774 | $1.16M | 0.30% | −123−1.8% | Reduced |
| Fagan Associates, Inc. | 6,853 | $1.17M | 0.16% | +6,853 | New |
| BNP Paribas | 6,860 | $1.17M | 0.03% | +98+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,863 | $1.18M | 0.22% | +1,173+20.6% | Added |
| Carr Financial Group Corp | 6,870 | $1.18M | 0.31% | −692−9.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 6,911 | $1.18M | 0.11% | +6,911 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 6,834 | $1.18M | 0.52% | +6,834 | New |
| Haverford Trust Co | 6,938 | $1.19M | 0.01% | +206+3.1% | Added |
| TD Private Client Wealth LLC | 6,955 | $1.19M | 0.03% | −541−7.2% | Reduced |
| HBK Sorce Advisory LLC | 5,175 | $1.20M | 0.03% | +51+1.0% | Added |
| Essex Financial Services, Inc. | 6,994 | $1.20M | 0.07% | +235+3.5% | Added |
| Silver Coast Investments LLC | 6,995 | $1.20M | 0.41% | −909−11.5% | Reduced |
| Birinyi Associates Inc | 7,000 | $1.20M | 0.30% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 7,000 | $1.20M | 0.08% | 00.0% | Unchanged |
| New Republic Capital, LLC | 7,007 | $1.20M | 0.32% | +4,053+137.2% | Added |
| Holderness Investments Co | 7,019 | $1.20M | 0.24% | +364+5.5% | Added |
| Level Financial Advisors, Inc. | 7,052 | $1.21M | 0.32% | −64−0.9% | Reduced |
| Planning Alternatives Ltd | 7,091 | $1.21M | 0.15% | +84+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 7,093 | $1.21M | 0.08% | −207−2.8% | Reduced |
| Fulcrum Asset Management LLP | 6,996 | $1.22M | 0.34% | −208−2.9% | Reduced |
| Montecito Bank & Trust | 7,118 | $1.22M | 0.19% | −3,734−34.4% | Reduced |
| Zions Bancorporation, National Association | 7,118 | $1.22M | 0.06% | +1,144+19.1% | Added |
| Gladstone Institutional Advisory LLC | 7,158 | $1.23M | 0.05% | −542−7.0% | Reduced |
| Legacy Financial Advisors, Inc. | 7,164 | $1.23M | 0.17% | +494+7.4% | Added |
| First Financial Bankshares Inc | 7,197 | $1.23M | 0.02% | −28,656−79.9% | Reduced |
| Nations Financial Group Inc, | 7,203 | $1.23M | 0.06% | +7,203 | New |
| QVR LLC | 7,217 | $1.24M | 0.86% | +7,217 | New |
| Forum Financial Management, LP | 7,218 | $1.24M | 0.02% | −70−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,221 | $1.24M | 0.02% | +354+5.2% | Added |
| PDS Planning, Inc | 7,238 | $1.24M | 0.08% | −121−1.6% | Reduced |
| Elm Partners Management LLC | 7,250 | $1.24M | 0.06% | +2,240+44.7% | Added |
| Greenland Capital Management LP | 7,255 | $1.24M | 0.18% | −33,970−82.4% | Reduced |
| Hardy Reed LLC | 7,282 | $1.25M | 0.09% | +104+1.4% | Added |
| Peapack Gladstone Financial Corp | 7,296 | $1.25M | 0.02% | +151+2.1% | Added |
| Western Financial Corp | 7,308 | $1.25M | 0.50% | +7,308 | New |
| Baader Bank INC | 7,404 | $1.25M | 0.10% | −7,507−50.3% | Reduced |
| Integrity Alliance, LLC. | 7,421 | $1.27M | 0.05% | +159+2.2% | Added |
| Net Worth Advisory Group | 7,424 | $1.27M | 0.26% | −686−8.5% | Reduced |
| Herold Advisors, Inc. | 7,429 | $1.27M | 0.28% | −410−5.2% | Reduced |
| Ignite Planners, LLC | 5,467 | $1.28M | 0.20% | +198+3.8% | Added |
| Versor Investments LP | 7,483 | $1.28M | 0.20% | +1,394+22.9% | Added |
| STF Management LP | 7,485 | $1.28M | 1.20% | −12,144−61.9% | Reduced |
| Interchange Capital Partners, LLC | 7,489 | $1.28M | 0.24% | +335+4.7% | Added |
| DCF Advisers, LLC | 7,500 | $1.28M | 0.42% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,304 | $1.28M | 0.29% | −1,303−19.7% | Reduced |
| ZEGA Investments, LLC | 7,509 | $1.29M | 0.25% | −1,256−14.3% | Reduced |
| Ariadne Wealth Management, LP | 5,624 | $1.30M | 0.54% | +639+12.8% | Added |
| Allium Financial Advisors, LLC | 7,653 | $1.31M | 1.04% | −17−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,723 | $1.32M | 0.28% | +690+9.8% | Added |
| Novem Group | 7,725 | $1.32M | 0.15% | −9,194−54.3% | Reduced |
| Pallas Capital Advisors LLC | 7,731 | $1.32M | 0.04% | +534+7.4% | Added |
| Investment Research Partners LLC | 7,735 | $1.32M | 0.57% | −69−0.9% | Reduced |
| Root Financial Partners, LLC | 7,737 | $1.32M | 0.07% | +66+0.9% | Added |
| Deseret Mutual Benefit Administrators | 7,759 | $1.33M | 0.57% | +178+2.3% | Added |
| Delphi Management Inc | 7,763 | $1.33M | 1.29% | −4,750−38.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,778 | $1.33M | 0.39% | −3,338−30.0% | Reduced |
| Agf Management Ltd | 7,865 | $1.35M | 0.01% | −6,125−43.8% | Reduced |
| Red Door Wealth Management, LLC | 7,867 | $1.35M | 0.14% | −175−2.2% | Reduced |
| SmartHarvest Portfolios, LLC | 7,903 | $1.35M | 0.47% | +7,903 | New |
| Williamson Legacy Group, LLC | 7,934 | $1.36M | 1.06% | +7,934 | New |
| Element Capital Management LLC | 7,967 | $1.36M | 0.71% | +7,967 | New |
| Goldenstone Wealth Management LLC | 7,994 | $1.37M | 1.02% | +7,994 | New |
| Freestone Capital Holdings, LLC | 7,996 | $1.37M | 0.04% | +80+1.0% | Added |
| Westover Capital Advisors, LLC | 8,000 | $1.37M | 0.25% | 00.0% | Unchanged |
| Thomasville National Bank | 8,000 | $1.37M | 0.08% | 00.0% | Unchanged |