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Livermore
Livermore
ZHEN

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
2,395
+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: 2,396 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
Sepio Capital, LP2,085$357.0K0.02%+284+15.8%Added
Cambria Investment Management, L.P.2,088$357.4K0.02%+2,088New
Welch Group, LLC2,098$359.2K0.01%+140+7.2%Added
Murphy Pohlad Asset Management LLC2,105$360.3K0.14%00.0%Unchanged
Acropolis Investment Management, LLC2,106$360.6K0.02%+2,106New
Excalibur Management Corp2,107$360.6K0.13%−10−0.5%Reduced
Flatrock Wealth Partners LLC2,104$360.6K0.17%+2,104New
Register Financial Advisors LLC2,110$361.2K0.14%00.0%Unchanged
Gsa Capital Partners LLP2,116$362.0K0.03%−1,810−46.1%Reduced
Heritage Wealth Management, Inc.2,117$362.4K0.10%−4−0.2%Reduced
Nia Impact Advisors, LLC2,118$362.6K0.12%+92+4.5%Added
Facet Wealth, Inc.1,515$363.0K0.01%+1,515New
Retirement Planning Group, LLC2,120$363.5K0.25%+2,120New
FSB Premier Wealth Management, Inc.2,135$365.4K0.12%+2,135New
Moody National Bank Trust Division2,135$365.5K0.04%00.0%Unchanged
Wayfinding Financial, LLC2,136$366.0K0.15%+76+3.7%Added
Canopy Partners, LLC2,149$367.9K0.12%+321+17.6%Added
Caliber Wealth Management, LLC2,150$368.1K0.04%+236+12.3%Added
Capstone Financial Advisors, Inc.2,151$368.1K0.02%−232−9.7%Reduced
Stonebrook Private Inc.2,151$368.2K0.08%+133+6.6%Added
Samalin Investment Counsel, LLC2,154$368.6K0.13%+10.0%Added
Financial Consulate, Inc2,157$369.2K0.05%+57+2.7%Added
Bartlett & Co. Wealth Management LLC2,157$369.8K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.2,173$372.0K0.08%+72+3.4%Added
Fielder Capital Group LLC2,187$374.4K0.08%−166−7.1%Reduced
Markin Volterra Fund LP2,189$374.7K2.96%+2,189New
XML Financial, LLC2,199$376.5K0.03%+2,199New
Saranac Partners Ltd2,200$376.6K0.15%00.0%Unchanged
Triad Wealth Partners, LLC2,212$378.6K0.04%−1,430−39.3%Reduced
Hazlett, Burt & Watson, Inc.2,210$379.0K0.12%−24−1.1%Reduced
Drucker Wealth 3.0, LLC2,215$379.2K0.07%+313+16.5%Added
Hoey Investments, Inc2,220$380.0K0.05%00.0%Unchanged
TMB Capital Partners, LLC2,227$381.3K0.13%+2,227New
Walser Wealth Management Company, A Ltd Liability Co2,230$381.7K0.20%+2,230New
Headinvest, LLC2,230$381.7K0.08%−40−1.8%Reduced
West Bancorporation Inc2,246$384.5K0.20%−93−4.0%Reduced
Jaffetilchin Investment Partners, LLC2,246$384.5K0.02%−173−7.2%Reduced
SHP Wealth Management2,252$385.5K0.03%+2,252New
Larry Mathis Financial Planning, LLC2,254$385.8K0.34%+2,254New
Claro Advisors LLC2,254$385.9K0.05%−6−0.3%Reduced
Essential Partners LLC2,255$386.0K0.12%+292+14.9%Added
Spectrum Strategic Capital Management, LLC2,270$388.6K0.21%00.0%Unchanged
Capstone Capital Management Ltd2,273$389.1K0.37%+2,273New
PTM Wealth Management, LLC2,000$389.5K0.22%00.0%Unchanged
Fragasso Group Inc.2,284$390.9K0.02%+35+1.6%Added
Foster Group, Inc.2,296$393.0K0.01%+95+4.3%Added
Carolina Wealth Advisors, LLC2,296$393.0K0.18%+2,296New
Leigh Baldwin & Co., LLC2,306$395.0K0.26%+6+0.3%Added
Matters Capital LLC2,310$395.4K0.32%+2,310New
JB Capital LLC2,312$395.8K0.02%−6−0.3%Reduced
Stock Yards Bank & Trust Co2,321$397.3K0.01%−1,590−40.7%Reduced
IFG Advisory, LLC2,321$397.4K0.02%−37−1.6%Reduced
Walkner Condon Financial Advisors LLC2,322$397.5K0.06%+86+3.8%Added
Xxi Wealth, LLC2,323$397.7K0.24%+2,323New
Tilson Financial Group, Inc.2,325$398.0K0.12%−160−6.4%Reduced
Altar Rock LLC2,325$398.6K0.48%+2,325New
Bensler, LLC2,340$400.6K0.04%00.0%Unchanged
Stillwater Capital Advisors, LLC2,345$401.4K0.04%−1,155−33.0%Reduced
Fi3 FINANCIAL ADVISORS, LLC2,345$402.0K0.12%+277+13.4%Added
Keystone Wealth Services, LLC2,349$402.1K0.08%−69−2.9%Reduced
First Interstate Bank2,355$403.1K0.02%−12−0.5%Reduced
Key Client Fiduciary Advisors, LLC2,357$403.4K0.14%−294−11.1%Reduced
MJP Associates Inc2,357$403.4K0.05%+87+3.8%Added
SMART Wealth LLC2,376$406.6K0.12%−6,561−73.4%Reduced
Berger Financial Group, Inc2,383$408.0K0.02%+3+0.1%Added
Greenup Street Wealth Management LLC2,389$408.9K0.06%−27,468−92.0%Reduced
FDx Advisors, Inc.2,391$409.0K0.21%−117−4.7%Reduced
Gabelli Funds LLC2,390$409.1K0.00%−165−6.5%Reduced
Range Advisory, LLC2,391$409.3K0.11%+2,391New
Mitchell Capital Management Co2,393$409.6K0.07%00.0%Unchanged
Family Management Corp2,394$409.8K0.05%+555+30.2%Added
TCI Wealth Advisors, Inc.2,396$410.1K0.02%+107+4.7%Added
Qsemble Capital Management, LP2,398$410.5K0.03%+2,398New
Kennicott Capital Management LLC2,400$410.8K0.20%00.0%Unchanged
Principal Street Partners, LLC2,400$410.8K0.07%+95+4.1%Added
Medallion Wealth Advisors, LLC2,402$411.2K0.14%+2,250+1,480.3%Added
HBW Advisory Services LLC2,409$412.4K0.04%+763+46.4%Added
Oversea-Chinese Banking CORP Ltd2,413$413.0K0.01%−4,810−66.6%Reduced
CM Wealth Advisors LLC2,418$414.5K0.09%+718+42.2%Added
Parcion Private Wealth LLC2,422$414.6K0.03%+399+19.7%Added
Financial Engines Advisors L.L.C.2,437$417.2K0.00%−256−9.5%Reduced
Lazari Capital Management, Inc.2,438$417.3K0.14%+32+1.3%Added
Waterfront Wealth Inc.1,896$417.4K0.08%+1,896New
Mitchell McLeod Pugh & Williams Inc1,808$417.6K0.06%−69−3.7%Reduced
Dynamic Wealth Strategies, LLC2,444$418.4K0.25%+31+1.3%Added
Allen Capital Group, LLC2,458$420.8K0.04%+153+6.6%Added
COFG Advisors, LLC2,463$421.6K0.10%+2,463New
Paragon Private Wealth Management, LLC2,474$423.5K0.13%+314+14.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,475$423.7K0.11%+15+0.6%Added
Riversedge Advisors, LLC2,484$425.2K0.07%+322+14.9%Added
Northbridge Financial Group, LLC2,485$425.4K0.19%+2,485New
KDK Private Wealth Management, LLC2,488$425.9K0.37%+2,488New
B&L Asset Management LLC2,500$427.9K0.19%00.0%Unchanged
Blackhawk Capital Partners LLC.2,508$429.3K0.16%+778+45.0%Added
Costello Asset Management, INC2,510$429.7K0.14%−1,250−33.2%Reduced
Plancorp, LLC2,518$431.0K0.01%+51+2.1%Added
Prosperity Consulting Group, LLC2,518$431.0K0.02%+319+14.5%Added
Mosley Wealth Management3,024$431.0K0.20%+3,024New
Davis R M Inc2,519$431.2K0.01%+120+5.0%Added
Ponta Wealth Partners, LLC2,529$432.9K0.40%+2,529New