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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
Zullo Investment Group, Inc.3,134$536.6K0.20%−10−0.3%Reduced
TrustBank3,135$536.6K0.22%+3,135New
Stonehaven Wealth & Tax Solutions, LLC3,148$538.9K0.48%+704+28.8%Added
Waddell & Associates, LLC3,149$539.0K0.04%+763+32.0%Added
Atala Financial Inc3,177$543.8K0.35%00.0%Unchanged
Everpar Advisors LLC3,188$545.7K0.20%+1,388+77.1%Added
Prota Financial, LLC3,189$545.9K0.39%+3,189New
Simmons Bank3,190$546.1K0.04%00.0%Unchanged
Pictet & Cie (Europe) SA3,190$546.1K0.01%−784−19.7%Reduced
Petros Family Wealth, LLC3,191$546.2K0.36%−1,174−26.9%Reduced
Tactive Advisors, LLC3,197$547.3K0.16%−143−4.3%Reduced
Apella Capital, LLC3,198$547.4K0.01%+21+0.7%Added
BlackDiamond Wealth Management Inc.2,390$548.0K0.27%−33−1.4%Reduced
Sentry Investment Management LLC3,204$548.0K0.36%00.0%Unchanged
Five Oceans Advisors3,209$549.3K0.19%+14+0.4%Added
KG&L Capital Management,LLC3,212$549.8K0.14%−16,340−83.6%Reduced
Aviso Financial Inc.3,228$552.6K0.02%+3,228New
Lester Murray Antman dba SimplyRich3,240$554.0K0.14%00.0%Unchanged
Strategies Wealth Advisors, LLC3,242$554.9K0.06%+27+0.8%Added
Ipswich Investment Management Co., Inc.3,250$556.3K0.13%00.0%Unchanged
Chesley Taft & Associates LLC3,261$558.2K0.02%−279−7.9%Reduced
Cambient Family Office, LLC3,265$559.7K0.08%+3,265New
Fiduciary Financial Group, LLC3,270$559.8K0.08%−450−12.1%Reduced
BankChampaign, National Association3,272$560.1K0.55%+3,272New
Driehaus Capital Management LLC3,277$561.0K0.00%−42,386−92.8%Reduced
Integral Investment Advisors, Inc.3,278$561.1K0.14%+1,603+95.7%Added
Menard Financial Group LLC3,290$563.2K0.39%−98−2.9%Reduced
Regent Peak Wealth Advisors LLC3,294$563.9K0.11%+165+5.3%Added
Bradley Foster & Sargent Inc3,300$564.9K0.01%−180−5.2%Reduced
Poehling Capital Management, LLC3,300$564.9K0.12%00.0%Unchanged
Moss Adams Wealth Advisors LLC3,299$565.5K0.04%+110+3.4%Added
MTM Investment Management, LLC3,305$565.8K0.18%+186+6.0%Added
Whelan Financial3,313$567.1K0.18%+128+4.0%Added
OneAscent Financial Services LLC3,320$568.2K0.05%−2,516−43.1%Reduced
Harbour Investments, Inc.3,320$568.3K0.01%−47−1.4%Reduced
Fiduciary Wealth Partners, LLC3,322$568.7K0.23%00.0%Unchanged
Affinity Wealth Management LLC3,370$576.9K0.08%00.0%Unchanged
SNS Financial Group, LLC3,369$577.6K0.05%−38−1.1%Reduced
Leo Wealth, LLC3,382$579.0K0.04%+310+10.1%Added
Northstar Group, Inc.3,400$582.0K0.08%00.0%Unchanged
Rockland Trust Co3,400$582.0K0.02%+760+28.8%Added
Ewa, LLC3,407$583.2K0.14%+309+10.0%Added
Ninepoint Partners LP3,418$585.1K0.07%+3,418New
McAdam, LLC3,420$585.5K0.03%+501+17.2%Added
CFM Wealth Partners LLC3,426$586.5K0.08%00.0%Unchanged
Blue Water Asset Management3,459$592.0K0.21%+3,459New
Thrive Wealth Management, LLC3,463$592.7K0.09%−35−1.0%Reduced
Powell Investment Advisors, LLC3,460$593.2K0.20%00.0%Unchanged
Darden Wealth Group Inc3,470$594.0K0.29%−50−1.4%Reduced
Signal Advisors Wealth, LLC3,486$596.7K0.05%+1,870+115.7%Added
Dutch Asset Corp3,490$598.0K0.46%+3,490New
Garrett Wealth Advisory Group, LLC3,494$598.1K0.11%00.0%Unchanged
Stone Wealth Partners3,521$603.6K0.54%+3,521New
Brookwood Investment Group LLC3,536$605.3K0.07%+1,090+44.6%Added
Cyndeo Wealth Partners, LLC3,538$605.6K0.03%+1,501+73.7%Added
Consilium Wealth Advisory, LLC3,540$606.0K0.22%00.0%Unchanged
One Degree Advisors Inc3,548$607.0K0.17%+3,548New
MONECO Advisors, LLC3,546$607.0K0.05%−68−1.9%Reduced
CLG LLC3,547$607.2K0.15%00.0%Unchanged
Brucke Financial, Inc.3,553$608.2K0.33%+270+8.2%Added
Murphy & Mullick Capital Management Corp3,560$609.4K0.44%+350+10.9%Added
Blue Capital, Inc.3,571$611.3K0.44%+3,571New
Vivaldi Capital Management, LLC3,572$611.5K0.08%−203−5.4%Reduced
Hudock, Inc.3,572$611.6K0.09%−65−1.8%Reduced
Magnetar Financial LLC3,575$612.0K0.01%−2,420−40.4%Reduced
Destination Wealth Management3,575$612.0K0.02%−317−8.1%Reduced
Evermay Wealth Management LLC3,574$612.4K0.07%−58−1.6%Reduced
Zhang Financial LLC3,579$612.6K0.02%−158−4.2%Reduced
Verus Capital Partners, LLC3,587$614.0K0.04%+931+35.1%Added
Wesbanco Bank Inc3,622$620.0K0.02%−10−0.3%Reduced
CFS Investment Advisory Services, LLC3,624$620.4K0.05%−197−5.2%Reduced
Silver Oak Securities, Inc3,573$620.9K0.04%−71−1.9%Reduced
Prasad Wealth Partners, LLC3,636$622.5K0.17%+166+4.8%Added
Kendall Capital Management3,645$624.0K0.13%−125−3.3%Reduced
Focused Alpha, LLC3,656$625.9K0.18%+3,656New
Terra Nova Asset Management LLC3,663$627.0K0.41%+572+18.5%Added
Eagle Wealth Advisors LLC3,660$627.5K0.53%+3,660New
Onefund, LLC3,706$634.4K0.38%+216+6.2%Added
Relyea Zuckerberg Hanson LLC3,710$635.1K0.06%+35+1.0%Added
CFO4Life Group, LLC3,728$638.2K0.09%+1,440+62.9%Added
Franklin Street Advisors Inc3,730$638.5K0.04%00.0%Unchanged
Clear Harbor Asset Management, LLC3,758$643.3K0.04%−650−14.7%Reduced
LVZ Advisors, Inc.3,768$645.0K0.07%+3,768New
Fiduciary Alliance LLC3,775$646.2K0.04%+137+3.8%Added
Rydar Equities, Inc.3,777$646.5K0.50%+7+0.2%Added
Clear Street Markets LLC3,779$646.9K0.12%+3,368+819.5%Added
Quadrant Private Wealth Management, LLC3,779$647.9K0.11%+182+5.1%Added
Hutchens & Kramer Investment Management Group, LLC3,802$650.8K0.22%−84−2.2%Reduced
Excelsior Advisor Network LLC3,803$651.0K0.32%+3,803New
Congress Asset Management Co3,803$651.0K0.00%+7+0.2%Added
Axim Planning & Wealth3,806$651.5K0.69%+3,806New
Wealthquest Corp3,836$656.6K0.05%+3,836New
WealthBridge Capital Management, LLC3,844$658.0K0.15%00.0%Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.3,856$660.1K0.14%+3,856New
Advisor OS, LLC3,860$660.8K0.05%−145−3.6%Reduced
Williams & Novak, LLC3,863$661.3K0.50%+113+3.0%Added
Falcon Wealth Planning3,864$661.4K0.06%−44−1.1%Reduced
Fukoku Mutual Life Insurance Co3,865$661.6K0.04%−426−9.9%Reduced
BridgePort Financial Solutions, LLC3,869$662.4K0.18%+1,223+46.2%Added
Great Diamond Partners, LLC3,883$664.7K0.13%−5−0.1%Reduced