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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
Prudent Man Advisors, LLC11,113$1.90M0.69%−2,634−19.2%Reduced
Wright Investors Service Inc11,115$1.90M0.57%−2,674−19.4%Reduced
Alpine Woods Capital Investors, LLC11,117$1.90M0.45%−6,388−36.5%Reduced
Katamaran Capital LLP11,124$1.90M1.44%−17,682−61.4%Reduced
Dorsey & Whitney Trust CO LLC11,147$1.91M0.10%+441+4.1%Added
Ark Wealth Advisors LLC11,165$1.91M2.06%+11,165New
Burns J W & Co Inc11,180$1.91M0.21%00.0%Unchanged
Sovran Advisors, LLC8,805$1.91M0.16%+5,798+192.8%Added
Elevated Private Wealth, LLC11,215$1.92M2.00%+11,215New
Cache Advisors, LLC11,250$1.93M0.24%+460+4.3%Added
Allianz SE11,339$1.94M0.02%−1,433−11.2%Reduced
Florida Financial Advisors, LLC11,376$1.95M0.53%+7,674+207.3%Added
Pathway Financial Advisers, LLC11,368$1.95M0.56%−24−0.2%Reduced
Segment Wealth Management, LLC11,373$1.95M0.11%+30.0%Added
Willner & Heller, LLC11,406$1.95M1.40%−1,381−10.8%Reduced
Verdence Capital Advisors LLC11,412$1.95M0.12%+337+3.0%Added
Kirtland Hills Capital Management, LLC11,417$1.95M0.69%+48+0.4%Added
Greater Midwest Financial Group, LLC11,432$1.96M1.09%−2,629−18.7%Reduced
Knights of Columbus Asset Advisors LLC11,480$1.97M0.11%+5,705+98.8%Added
Alpha Family Trust11,500$1.97M0.90%00.0%Unchanged
Worth Asset Management, LLC11,536$1.97M0.84%−234−2.0%Reduced
Nicholas Investment Partners, LP11,544$1.98M0.14%+1,440+14.3%Added
Private Trust Co NA11,551$1.98M0.17%+3,230+38.8%Added
Capital Performance Advisors LLP11,559$1.98M0.14%+564+5.1%Added
Clarius Group, LLC11,571$1.98M0.11%−11−0.1%Reduced
BSW Wealth Partners11,620$1.99M0.24%−201−1.7%Reduced
Harrell Investment Partners, LLC11,660$2.00M0.47%00.0%Unchanged
Avantax Planning Partners, Inc.11,738$2.01M0.06%−75−0.6%Reduced
Main Management ETF Advisors, LLC11,745$2.01M0.07%+120+1.0%Added
Orrstown Financial Services Inc11,794$2.02M0.34%−932−7.3%Reduced
Harel Insurance Investments & Financial Services Ltd.11,800$2.02M0.02%−1,810−13.3%Reduced
KCM Investment Advisors LLC11,864$2.03M0.07%+918+8.4%Added
Lake Street Financial LLC11,869$2.03M0.25%−1,359−10.3%Reduced
J.W. Cole Advisors, Inc.23,677$2.04M0.05%+11,098+88.2%Added
Grimes & Company, Inc.11,976$2.05M0.05%+2,620+28.0%Added
Clark Capital Management Group, Inc.11,989$2.05M0.01%+643+5.7%Added
American State Bank (Iowa)12,000$2.05M0.99%00.0%Unchanged
Boxwood Ventures, Inc.11,990$2.06M2.07%00.0%Unchanged
SG Trading Solutions, LLC12,049$2.06M0.48%+12,049New
Joel Isaacson & Co., LLC12,071$2.07M0.07%00.0%Unchanged
LOM Asset Management Ltd12,127$2.08M0.60%−474−3.8%Reduced
Huntleigh Advisors, Inc.12,135$2.08M0.35%+735+6.4%Added
Advyzon Investment Management, LLC12,136$2.08M0.24%+531+4.6%Added
Cigna Investments Inc12,156$2.08M0.30%−289−2.3%Reduced
Abundance Wealth Counselors12,198$2.09M0.35%−513−4.0%Reduced
Kestra Investment Management, LLC12,252$2.10M0.05%+804+7.0%Added
Virtus ETF Advisers LLC12,255$2.10M0.99%−2,024−14.2%Reduced
Virtus Investment Advisers, Inc.12,258$2.10M0.57%−6,323−34.0%Reduced
Great Valley Advisor Group, Inc.12,260$2.10M0.04%+88+0.7%Added
Henson-Edgewater Management, LLC12,269$2.10M1.24%+12,269New
Davis Selected Advisers12,280$2.10M0.01%00.0%Unchanged
Vestmark Advisory Solutions, Inc.12,287$2.10M0.03%+6,957+130.5%Added
Sage Mountain Advisors LLC12,292$2.10M0.11%−622−4.8%Reduced
denkapparat Operations GmbH12,346$2.11M1.15%00.0%Unchanged
Fort Washington Investment Advisors Inc12,425$2.13M0.01%−1,735−12.3%Reduced
Portus Wealth Advisors, LLC12,526$2.14M2.02%+143+1.2%Added
Integrated Advisors Network LLC12,590$2.16M0.10%−8,086−39.1%Reduced
Regal Investment Advisors LLC12,647$2.16M0.13%−663−5.0%Reduced
Hollencrest Capital Management12,747$2.18M0.08%+8,869+228.7%Added
Myriad Asset Management Advisors LLC12,760$2.18M0.67%+12,760New
RiverFront Investment Group, LLC12,816$2.19M0.04%+1,162+10.0%Added
Tounjian Advisory Partners, LLC12,848$2.20M0.74%+12,848New
Mount Yale Investment Advisors, LLC12,838$2.20M0.11%+2,907+29.3%Added
Mirador Capital Partners LP12,940$2.22M0.30%−3,900−23.2%Reduced
AtlasMark Financial, Inc13,000$2.23M1.44%00.0%Unchanged
Choate Investment Advisors13,047$2.23M0.04%+308+2.4%Added
Night Squared LP13,096$2.24M0.63%−10,840−45.3%Reduced
Alta Wealth Advisors LLC13,163$2.25M0.75%+97+0.7%Added
Exit Wealth Advisors, LLC.13,176$2.26M1.33%+13,176New
RMB Capital Management, LLC13,170$2.26M0.04%+5,851+79.9%Added
Oakworth Capital, Inc.13,310$2.28M0.12%00.0%Unchanged
TCG Advisory Services, LLC13,370$2.29M0.06%+1,048+8.5%Added
Bedell Frazier Investment Counseling, LLC13,410$2.30M0.44%−460−3.3%Reduced
CenterBook Partners LP13,484$2.31M0.11%−4,165−23.6%Reduced
Natixis13,497$2.31M0.01%−165,771−92.5%Reduced
McDaniel Terry & Co13,500$2.31M0.20%00.0%Unchanged
McLaughlin Asset Management, Inc.13,524$2.32M2.07%+13,524New
Argonautica Private Wealth Management, Inc13,638$2.33M0.69%−645−4.5%Reduced
Lighthouse Financial Services Inc13,726$2.35M0.54%+13,726New
Archford Capital Strategies, LLC13,761$2.36M0.27%+686+5.2%Added
NVWM, LLC13,781$2.36M0.51%−286−2.0%Reduced
Sagespring Wealth Partners, LLC13,786$2.36M0.04%+863+6.7%Added
Inscription Capital, LLC13,861$2.37M0.24%−90−0.6%Reduced
Checchi Capital Advisers, LLC13,890$2.38M0.16%−527−3.7%Reduced
Venturi Wealth Management, LLC13,975$2.39M0.11%+171+1.2%Added
Security National Bank of Sioux City Iowa13,981$2.39M1.54%−135−1.0%Reduced
LGT Group Foundation13,783$2.40M0.03%+13,783New
Y.D. More Investments Ltd14,023$2.40M0.12%+3,185+29.4%Added
Accent Capital Management, LLC14,033$2.41M1.03%00.0%Unchanged
Dara Capital US, Inc.14,063$2.41M2.13%+14,063New
Dark Forest Capital Management LP14,101$2.41M0.11%−63,701−81.9%Reduced
Financiere des Professionnels - Fonds d,investissement inc.14,146$2.42M0.14%+1,510+11.9%Added
Reflection Asset Management14,302$2.45M1.74%+14,302New
Trust Asset Management LLC14,328$2.45M0.17%−544−3.7%Reduced
KRS Capital Management, LLC14,475$2.48M1.43%+14,475New
Mutual Advisors, LLC14,495$2.48M0.05%+2,994+26.0%Added
National Wealth Management Group, LLC14,545$2.49M0.86%−5,546−27.6%Reduced
Snowwater Investment Partners, LLC14,632$2.51M2.31%+14,632New
Gold Investment Management Ltd.14,736$2.52M0.81%00.0%Unchanged
Guyasuta Investment Advisors Inc14,762$2.53M0.14%+12,667+604.6%Added