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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 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.

Institutional holdersQ4 2025: 2,395 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 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 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
International Assets Investment Management, LLC8,015$1.37M0.09%−1,293−13.9%Reduced
Independent Solutions Wealth Management, LLC8,018$1.37M0.25%+322+4.2%Added
Goodman Advisory Group, LLC8,038$1.38M0.34%00.0%Unchanged
Mechanics Bank Trust Department8,051$1.38M0.18%−683−7.8%Reduced
Angeles Wealth Management, LLC8,143$1.40M0.08%+2,057+33.8%Added
Naviter Wealth, LLC8,144$1.40M0.18%−92−1.1%Reduced
Galaxy Digital Capital Management GP LLC8,184$1.40M1.76%−3,259−28.5%Reduced
Journey Strategic Wealth LLC8,185$1.40M0.04%+661+8.8%Added
Americana Partners, LLC8,191$1.40M0.04%+1,826+28.7%Added
Twin Capital Management Inc8,199$1.40M0.17%−7−0.1%Reduced
Supplemental Annuity Collective Trust of NJ8,200$1.40M0.36%+8,200New
Edgestream Partners, L.P.8,219$1.41M0.04%−20,538−71.4%Reduced
TFR Capital, LLC.8,235$1.41M0.47%+167+2.1%Added
Park Capital Management, LLC8,243$1.41M1.01%+1,688+25.8%Added
Brown Financial Advisors8,244$1.41M0.52%−5,008−37.8%Reduced
Foundry Financial LLC8,250$1.41M0.74%+8,250New
Adviser Investments LLC8,268$1.42M0.02%−3,173−27.7%Reduced
Sunpointe, LLC8,256$1.42M0.47%+43+0.5%Added
Westside Investment Management, Inc.8,250$1.42M0.23%+40+0.5%Added
Virtu Financial LLC8,305$1.42M0.06%+8,305New
Whalen Wealth Management Inc.8,315$1.42M0.76%+8,315New
One Capital Management, LLC8,329$1.43M0.04%−55−0.7%Reduced
Mach-1 Financial Group, Inc.8,364$1.43M0.29%+8,364New
Arvest Investments, Inc.8,374$1.43M0.20%+19+0.2%Added
Becker Capital Management Inc8,458$1.45M0.04%+12+0.1%Added
Values First Advisors, Inc.8,536$1.46M0.76%+86+1.0%Added
Woodward Diversified Capital, LLC8,547$1.46M0.67%−397−4.4%Reduced
Caerus Investment Advisors, LLC8,563$1.47M0.49%+558+7.0%Added
Win Advisors, Inc8,569$1.47M0.62%+8,569New
Jamison Private Wealth Management, Inc.8,610$1.47M0.18%+396+4.8%Added
WSFS Capital Management, LLC8,630$1.48M0.07%−174−2.0%Reduced
Chatham Capital Group, Inc.8,665$1.48M0.21%00.0%Unchanged
Versant Capital Management, Inc8,693$1.49M0.19%+478+5.8%Added
Quest Partners LLC8,746$1.50M0.08%+1,773+25.4%Added
EverSource Wealth Advisors, LLC8,757$1.50M0.06%−1,396−13.7%Reduced
Pure Financial Advisors, Inc.8,762$1.50M0.02%+217+2.5%Added
GeoWealth Management, LLC8,824$1.51M0.06%−257−2.8%Reduced
Buckley Wealth Management, LLC8,842$1.51M0.40%−132−1.5%Reduced
NBC Securities, Inc.8,846$1.51M0.11%−1,308−12.9%Reduced
Ausdal Financial Partners, Inc.8,857$1.52M0.07%−1,821−17.1%Reduced
111 Capital8,885$1.52M0.33%−18,476−67.5%Reduced
Custom Index Systems, LLC8,886$1.52M0.67%−4,448−33.4%Reduced
Rehmann Capital Advisory Group8,887$1.52M0.08%+97+1.1%Added
Legacy Capital Group California, Inc.8,896$1.52M0.37%−1,814−16.9%Reduced
State of Wyoming8,896$1.52M0.17%−465−5.0%Reduced
Parisi Gray Wealth Management8,908$1.52M0.35%+13+0.1%Added
New Age Alpha Advisors, LLC9,051$1.55M0.07%−35,321−79.6%Reduced
Truvestments Capital LLC9,084$1.55M0.28%+515+6.0%Added
Laraway Financial Inc9,100$1.56M1.01%−100−1.1%Reduced
Moisand Fitzgerald Tamayo, LLC9,111$1.56M0.18%00.0%Unchanged
Savvy Advisors, Inc.9,119$1.56M0.05%+2,244+32.6%Added
Strathmore Capital Advisors, Inc.9,168$1.57M0.51%−314−3.3%Reduced
Coastal Investment Advisors, Inc.9,181$1.57M0.52%−284−3.0%Reduced
Seek First Inc.9,201$1.58M1.09%−165−1.8%Reduced
Chilton Investment Co LLC9,220$1.58M0.03%00.0%Unchanged
Nicolet Bankshares Inc9,265$1.59M0.25%−495−5.1%Reduced
Systematic Financial Management LP9,300$1.59M0.04%00.0%Unchanged
Loomis Sayles & Co L P9,406$1.61M0.00%+8,986+2,139.5%Added
Ferguson Wellman Capital Management, Inc9,424$1.61M0.03%+2,674+39.6%Added
SC&H Financial Advisors, Inc.9,435$1.62M0.25%+30.0%Added
Rare Wolf Capital LLC9,460$1.62M1.01%+9,460New
GPS Wealth Strategies Group, LLC9,497$1.63M1.38%−15,216−61.6%Reduced
CNB Bank9,600$1.64M0.67%−506−5.0%Reduced
Keel Point, LLC9,649$1.65M0.10%+1,056+12.3%Added
Ballast Rock Private Wealth LLC9,679$1.66M1.04%+9,679New
Cim Investment Mangement Inc9,715$1.66M0.44%00.0%Unchanged
Elyxium Wealth, LLC9,746$1.67M0.46%+156+1.6%Added
Sompo Asset Management Co., Ltd.9,750$1.67M0.29%−3,670−27.3%Reduced
GoalVest Advisory LLC9,900$1.69M0.32%00.0%Unchanged
McDonald Partners LLC9,900$1.69M0.53%−55−0.6%Reduced
Grant Private Wealth Management Inc9,940$1.70M1.03%−170−1.7%Reduced
Central Pacific Bank - Trust Division9,979$1.71M0.21%−119−1.2%Reduced
TritonPoint Partners, LLC10,015$1.72M0.92%+10,015New
WD Rutherford LLC10,063$1.72M0.72%+1,747+21.0%Added
Bannerstone Capital Management, LLC10,077$1.72M1.65%+10,077New
ORBA Wealth Advisors, L.L.C.10,105$1.73M1.50%−69−0.7%Reduced
SBI Securities Co., Ltd.10,199$1.75M0.04%+852+9.1%Added
Busey Wealth Management10,239$1.75M0.05%+464+4.7%Added
IPG Investment Advisors LLC10,260$1.76M0.31%+8,060+366.4%Added
Centaurus Financial, Inc.10,298$1.76M0.08%−1,632−13.7%Reduced
RAM Investment Partners, LLC10,330$1.77M0.32%−712−6.4%Reduced
Alpha Cubed Investments, LLC10,356$1.77M0.06%+444+4.5%Added
Security National Bank of So Dak10,385$1.78M0.88%−80−0.8%Reduced
Limestone Investment Advisors LP10,417$1.78M1.21%+10,417New
StoneX Group Inc.10,318$1.79M0.08%−864−7.7%Reduced
Sunbelt Securities, Inc.10,452$1.79M0.12%−2,515−19.4%Reduced
Hilton Head Capital Partners, LLC10,493$1.80M1.05%+10,493New
Avestar Capital, LLC10,489$1.80M0.12%+657+6.7%Added
USA Financial Portformulas Corp10,539$1.80M0.33%+10,539New
Global Trust Asset Management, LLC10,642$1.82M0.72%+3,378+46.5%Added
XTX Topco Ltd10,651$1.82M0.05%−1,615−13.2%Reduced
Outlook Wealth Advisors, LLC10,657$1.82M0.41%+2,604+32.3%Added
Aspire Private Capital, LLC10,792$1.85M0.41%−5,850−35.2%Reduced
Cassaday & Co Wealth Management LLC10,904$1.87M0.04%+310+2.9%Added
Catalyst Funds Management Pty Ltd10,914$1.87M0.43%−2,586−19.2%Reduced
Paloma Partners Management Co11,000$1.88M0.65%+11,000New
Applied Finance Capital Management, LLC11,005$1.88M0.13%−4,017−26.7%Reduced
Everhart Financial Group, Inc.11,026$1.89M0.17%+2,036+22.6%Added
Global Financial Private Client, LLC11,037$1.89M0.66%+52+0.5%Added
Keystone Financial Group11,050$1.89M0.14%+5,000+82.6%Added