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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.

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: 3,143 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 20263,143$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
Bruce G. Allen Investments, LLC137$23.5K0.02%−284−67.5%Reduced
High Note Wealth, LLC140$24.0K0.00%+75+115.4%Added
ZRC Wealth Management, LLC143$24.5K0.01%+93+186.0%Added
Crewe Advisors LLC144$24.6K0.00%+27+23.1%Added
PMV Capital Advisers, LLC144$24.6K0.04%+144New
Bayban150$25.7K0.02%+150New
GGM Financials LLC151$25.9K0.01%00.0%Unchanged
CGC Financial Services, LLC152$26.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC155$26.5K0.00%+23+17.4%Added
McGuire Capital Advisors Inc160$27.4K0.02%+160New
Halbert Hargrove Global Advisors, LLC163$27.9K0.00%−170−51.1%Reduced
Clark Wealth Partners170$29.1K0.02%00.0%Unchanged
Global Wealth Strategies & Associates170$29.1K0.01%−14−7.6%Reduced
Redmont Wealth Advisors LLC170$29.1K0.04%00.0%Unchanged
United Community Bank170$29.1K0.01%00.0%Unchanged
Highline Wealth Partners LLC177$30.3K0.01%+35+24.6%Added
University of Illinois Foundation179$30.4K0.01%+179New
Hilltop National Bank180$30.8K0.01%00.0%Unchanged
Private Wealth Management Group, LLC188$32.2K0.01%00.0%Unchanged
Motco192$32.9K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC195$33.4K0.01%+195New
Ulland Investment Advisors, LLC200$34.0K0.03%00.0%Unchanged
Old Point Trust & Financial Services N A200$34.2K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC200$34.2K0.02%00.0%Unchanged
Atomic Invest LLC198$34.5K0.02%+198New
Wealth Enhancement Trust Services, Inc.206$35.3K0.00%+206New
Birchbrook, Inc.211$36.2K0.02%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co217$37.1K0.01%−40,309−99.5%Reduced
Measured Wealth Private Client Group, LLC217$37.1K0.01%−81−27.2%Reduced
Jessup Wealth Management, Inc219$37.5K0.01%+219New
S&T Bank220$37.7K0.01%+82+59.4%Added
Ogorek Anthony Joseph233$39.0K0.01%−43−15.6%Reduced
Westend Capital Management, LLC230$39.4K0.01%00.0%Unchanged
LGT Financial Advisors LLC231$39.5K0.24%00.0%Unchanged
Stephenson National Bank & Trust235$40.2K0.01%−235−50.0%Reduced
Harbor Investment Advisory, LLC240$41.1K0.00%+102+73.9%Added
WealthCollab, LLC243$41.6K0.02%+55+29.3%Added
Triumph Capital Management245$42.0K0.01%+245New
Silicon Valley Capital Partners246$42.0K0.00%+1+0.4%Added
Raffa Wealth Management, LLC248$42.5K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC250$42.8K0.00%00.0%Unchanged
West Financial Advisors, LLC250$42.8K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.250$42.8K0.03%00.0%Unchanged
Hamrick Investment Counsel, llc250$42.9K0.03%+250New
Sankala Group LLC184$43.1K0.03%+184New
WPG Advisers, LLC256$43.8K0.03%−35−12.0%Reduced
Atlantic Trust, LLC261$44.7K0.01%−19−6.8%Reduced
Barrett & Company, Inc.263$44.9K0.01%+1+0.4%Added
Aspect Partners, LLC265$45.4K0.02%+13+5.2%Added
Howard Hughes Medical Institute270$46.2K0.03%−2−0.7%Reduced
Elevated Capital Advisors, LLC270$46.2K0.01%+270New
West Branch Capital LLC272$46.6K0.01%+262+2,620.0%Added
Kilter Group LLC283$48.4K0.02%+37+15.0%Added
TFC Financial Management285$48.8K0.01%+5+1.8%Added
Mowery & Schoenfeld Wealth Management, LLC286$49.0K0.07%+93+48.2%Added
Lloyd Advisory Services, LLC.291$49.8K0.02%+291New
Fourth Dimension Wealth, LLC300$51.4K0.02%−100−25.0%Reduced
Tripletail Wealth Management, LLC300$51.4K0.07%00.0%Unchanged
JNBA Financial Advisors300$51.4K0.00%00.0%Unchanged
St Germain D J Co Inc302$51.7K0.00%+136+81.9%Added
Delos Wealth Advisors, LLC305$52.2K0.03%00.0%Unchanged
Vision Retirement, LLC312$53.4K0.01%+312New
Prestige Wealth Management Group LLC321$55.0K0.01%+71+28.4%Added
AXS Investments LLC322$55.1K0.02%+322New
Basepoint Wealth LLC324$55.6K0.03%+324New
J.Safra Asset Management Corp325$55.6K0.00%+325New
Beaird Harris Wealth Management, LLC330$56.5K0.00%−143−30.2%Reduced
VSM Wealth Advisory, LLC330$56.5K0.02%00.0%Unchanged
North Star Investment Management Corp.334$57.2K0.00%+77+30.0%Added
Caitlin John, LLC335$57.4K0.04%−1−0.3%Reduced
Retirement Wealth Solutions LLC341$58.4K0.04%00.0%Unchanged
Financial Perspectives, Inc343$58.7K0.02%00.0%Unchanged
Sachetta, LLC347$59.4K0.03%00.0%Unchanged
MPWM Advisory Solutions, LLC350$59.9K0.03%−20−5.4%Reduced
Smallwood Wealth Investment Management, LLC360$61.6K0.03%00.0%Unchanged
Dorato Capital Management300$62.6K0.05%+300New
Atwood & Palmer Inc370$63.3K0.00%00.0%Unchanged
Bayforest Capital Ltd371$63.5K0.05%−6,678−94.7%Reduced
Vermillion & White Wealth Management Group, LLC374$64.0K0.03%+66+21.4%Added
Midwest Capital Advisors, LLC380$65.0K0.03%00.0%Unchanged
IMG Wealth Management, Inc.390$66.8K0.04%+126+47.7%Added
REAP Financial Group, LLC398$68.2K0.01%+60+17.8%Added
Orion Capital Management LLC400$68.5K0.02%−20−4.8%Reduced
Country Trust Bank400$68.5K0.00%00.0%Unchanged
Finley Financial, LLC400$68.5K0.03%00.0%Unchanged
BOK Financial Private Wealth, Inc.400$68.6K0.00%00.0%Unchanged
Rational Advisors LLC412$70.5K0.01%+42+11.4%Added
Rossby Financial, LCC415$71.0K0.02%−18−4.2%Reduced
Bank of Jackson Hole Trust428$73.3K0.03%+48+12.6%Added
Cornerstone Planning Group LLC328$78.5K0.01%−113−25.6%Reduced
Align Financial, LLC78,743$78.7K0.05%+78,743New
Farmers & Merchants Trust Co of Chambersburg PA460$79.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC358$79.8K0.00%+68+23.4%Added
Cedar Wealth Management, LLC470$80.5K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.474$81.2K0.02%−53−10.1%Reduced
Flagship Harbor Advisors, LLC480$82.2K0.00%−5,443−91.9%Reduced
South State Corp.489$83.7K0.00%+37+8.2%Added
Transce3nd, LLC355$84.7K0.68%−34−8.7%Reduced
Kemnay Advisory Services Inc.499$85.4K0.01%+499New
Robbins Farley LLC500$85.6K0.04%−23−4.4%Reduced