Skip to main content

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
RB Capital Management, LLC1,459$249.8K0.05%−100−6.4%Reduced
Tyche Wealth Partners LLC1,460$249.9K0.04%+1,460New
Prosperity Wealth Management, Inc.1,460$249.9K0.08%+1,460New
Neo Ivy Capital Management1,463$250.4K0.04%−12,047−89.2%Reduced
Equitable Trust Co1,463$250.4K0.01%+1,463New
Strive Financial Group ,LLC1,466$250.9K0.13%+1,466New
Aspiriant, LLC1,467$251.1K0.01%+1,467New
Cape Investment Advisory, Inc.1,510$251.6K0.08%+1,495+9,966.7%Added
Fortitude Advisory Group L.L.C.1,470$251.6K0.11%+1,470New
Allegiance Financial Group Advisory Services LLC1,470$251.6K0.05%+1,470New
Impact Partnership Wealth, LLC1,470$251.7K0.03%−10,135−87.3%Reduced
Benchmark Financial Wealth Advisors, LLC1,471$251.8K0.07%+1,471New
SK Wealth Management, LLC1,016$252.2K0.07%+1,016New
Reyes Financial Architecture, Inc.1,474$252.3K0.15%−2,384−61.8%Reduced
LRI Investments, LLC1,475$252.5K0.02%−321−17.9%Reduced
Simplify Asset Management Inc.1,478$253.0K0.00%+1,478New
Blue Zone Wealth Advisors, LLC1,480$253.3K0.05%+1,480New
SeaBridge Investment Advisors LLC1,485$254.2K0.04%−315−17.5%Reduced
Cedarwood Wealth LLC1,143$254.7K0.28%+1,143New
AlTi Global, Inc.1,488$255.1K0.01%−8,366−84.9%Reduced
Topsail Wealth Management, LLC1,493$256.0K0.04%00.0%Unchanged
Forbes J M & Co LLP1,496$256.1K0.02%00.0%Unchanged
Lantz Financial LLC1,498$256.4K0.05%−95−6.0%Reduced
Builder Investment Group Inc1,500$256.8K0.06%00.0%Unchanged
FSA Investment Group, LLC1,503$257.3K0.16%+34+2.3%Added
Pflug Koory, LLC1,505$257.6K0.12%00.0%Unchanged
LeConte Wealth Management, LLC1,507$258.0K0.17%+1,507New
T3 Companies, LLC1,512$258.8K0.33%+1,512New
Wealth Effects LLC1,520$260.2K0.08%00.0%Unchanged
Claudia M.P. Batlle, CRP (R) LLC1,521$260.4K0.10%−469−23.6%Reduced
Brown, Lisle/Cummings, Inc.1,521$260.4K0.06%00.0%Unchanged
Wealth Management Associates, Inc.1,526$261.2K0.09%−145−8.7%Reduced
Main Street Research LLC1,524$261.3K0.01%+1,524New
First Horizon Corp1,532$262.2K0.01%00.0%Unchanged
Collective Family Office LLC1,538$263.3K0.06%−100−6.1%Reduced
Seldon Capital LP1,540$263.6K0.09%00.0%Unchanged
Integrated Investment Consultants, LLC1,543$264.1K0.05%−1,389−47.4%Reduced
Altfest L J & Co Inc1,546$264.6K0.03%−8−0.5%Reduced
Oldfather Financial Services, LLC1,547$264.8K0.08%00.0%Unchanged
MCF Advisors LLC1,546$265.0K0.01%+60+4.0%Added
Reynders McVeigh Capital Management, LLC1,555$266.0K0.01%+2+0.1%Added
Gilpin Wealth Management, LLC1,554$266.0K0.21%+1,554New
Graybill Bartz & Assoc Ltd1,560$267.0K0.08%−30−1.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,120$267.1K0.00%+500+80.6%Added
Wellington-Altus USA Inc.1,561$267.2K0.20%+1,561New
KFA Private Wealth Group, LLC1,561$267.3K0.07%−5−0.3%Reduced
Revere Asset Management, Inc1,563$267.6K0.09%−437−21.9%Reduced
Rialto Wealth Management, LLC1,563$267.6K0.06%+1,508+2,741.8%Added
Peterson Wealth Services1,564$267.6K0.07%+609+63.8%Added
Activest Wealth Management1,568$268.4K0.05%+867+123.7%Added
CFC Planning Co LLC1,570$268.8K0.21%+1,570New
Kickstand Ventures, LLC.1,572$269.1K0.06%+1,572New
Fortis Capital Management LLC1,578$270.2K0.04%+1,578New
Financial Partners Group, Inc1,162$271.3K0.03%+1,162New
Investors Portfolio Services LLC1,585$271.8K0.24%+1,585New
Beacon Investment Advisory Services, Inc.1,590$272.2K0.01%+1,590New
Washington Trust Co1,597$273.4K0.01%−81−4.8%Reduced
Exchange Bank1,599$273.7K0.19%+102+6.8%Added
Intrua Financial, LLC1,600$273.9K0.03%+1,600New
Smith Thornton Advisors LLC1,600$273.9K0.14%00.0%Unchanged
Ingalls & Snyder LLC1,602$274.0K0.01%−90−5.3%Reduced
Motive Wealth Advisors1,602$274.2K0.12%−32−2.0%Reduced
Armis Advisers, LLC1,202$274.6K0.03%+1,202New
Bogart Wealth, LLC1,608$275.3K0.01%+13+0.8%Added
Connable Office Inc1,610$275.6K0.03%00.0%Unchanged
Community Financial Services Group, LLC1,610$275.6K0.05%00.0%Unchanged
Baker Tilly Wealth Management, LLC1,614$276.3K0.07%+91+6.0%Added
Arrien Investments, Inc.1,615$276.5K0.16%−38−2.3%Reduced
Gambit Capital Management, LLC1,619$277.1K0.20%+1,619New
EJMK Ventures LLC1,622$277.7K0.17%+1,622New
Ridgepath Capital Management LLC2,080$278.5K0.13%00.0%Unchanged
Legacy Wealth Partners, LLC1,628$278.7K0.07%+1,628New
Paul Damon & Associates, Inc.1,631$279.2K0.12%+1,631New
Ambassador Advisors, LLC1,633$279.5K0.04%+1,633New
Globeflex Capital L P1,637$280.2K0.04%00.0%Unchanged
Colonial Trust Co1,642$281.2K0.04%+137+9.1%Added
Roberts Wealth Advisors, LLC1,645$281.6K0.07%+25+1.5%Added
Ring Mountain Capital, LLC1,263$282.0K0.14%+1,263New
Retireful, LLC1,630$283.3K0.36%+1,630New
Catalyst Private Wealth, LLC1,658$283.8K0.12%+67+4.2%Added
Guardian Capital LP1,659$284.0K0.01%+1,659New
Absolute Capital Management, LLC1,664$285.4K0.10%+1,664New
Selective Wealth Management, Inc.1,314$285.6K0.09%−335−20.3%Reduced
JSF Financial, LLC1,673$286.4K0.06%00.0%Unchanged
Indivisible Partners1,677$287.0K0.03%+1,677New
Coston, McIsaac & Partners1,681$287.0K0.07%00.0%Unchanged
GW&K Investment Management, LLC1,676$287.0K0.00%+8+0.5%Added
Teza Capital Management LLC1,683$288.1K0.93%−1,662−49.7%Reduced
Winter & Associates, Inc.1,683$288.1K0.27%+1,683New
Intelligence Driven Advisers, LLC1,685$288.4K0.04%−66−3.8%Reduced
North Star Asset Management Inc1,687$288.8K0.01%00.0%Unchanged
Torren Management, LLC1,690$289.3K0.15%+1,690New
Werba Rubin Papier Wealth Management1,691$289.5K0.08%+1,691New
Arta Finance Wealth Management LLC1,693$289.8K0.15%+1,693New
Capital Asset Advisory Services LLC1,400$289.8K0.01%+1,400New
Signature Equity Partners, LLC1,696$290.4K0.16%+1,696New
OneAscent Investment Solutions LLC1,699$290.8K0.31%−4,036−70.4%Reduced
Ashton Thomas Securities, LLC1,703$291.5K0.06%−329−16.2%Reduced
Consilio Wealth Advisors, LLC1,709$292.6K0.09%−114−6.3%Reduced
Tucker Asset Management LLC1,710$292.7K0.09%+1,710New