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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 16,189 | $3.15M | 0.28% | +62+0.4% | Added |
| Paradigm Asset Management Co LLC | 18,300 | $3.13M | 0.72% | −1,300−6.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 18,256 | $3.13M | 0.42% | +18,256 | New |
| Passumpsic Savings Bank | 18,237 | $3.12M | 1.71% | +18,237 | New |
| Nomura Asset Management International Inc. | 18,232 | $3.12M | 0.00% | +18,232 | New |
| Sig Brokerage, LP | 18,004 | $3.08M | 1.04% | −4,801−21.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 17,925 | $3.07M | 0.75% | +17,919+298,650.0% | Added |
| AMF Pensionsforsakring AB | 17,916 | $3.07M | 0.02% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 17,908 | $3.07M | 1.26% | +17,908 | New |
| One Charles Private Wealth Services, LLC | 17,852 | $3.06M | 0.79% | −105−0.6% | Reduced |
| Encompass Wealth Advisors, LLC | 17,818 | $3.05M | 1.04% | +3,000+20.2% | Added |
| Private Advisory Group LLC | 17,746 | $3.04M | 0.24% | +15,852+837.0% | Added |
| Consolidated Capital Management, LLC | 17,723 | $3.03M | 0.92% | +17,723 | New |
| Commerzbank Aktiengesellschaft | 17,721 | $3.03M | 0.06% | +5,814+48.8% | Added |
| Fedenia Advisers LLC | 17,619 | $3.02M | 1.16% | +3,914+28.6% | Added |
| Ronald Blue Trust, Inc. | 17,556 | $3.01M | 0.03% | −262−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 17,549 | $3.00M | 0.20% | −2,779−13.7% | Reduced |
| Vivid Wealth Management, LLC | 17,532 | $3.00M | 1.17% | −4,731−21.3% | Reduced |
| DGS Capital Management, LLC | 17,447 | $2.99M | 0.51% | +3,232+22.7% | Added |
| Fulton Bank, N.A. | 17,357 | $2.97M | 0.10% | +2,801+19.2% | Added |
| Kane Investment Management, Inc. | 17,168 | $2.94M | 1.43% | +3,253+23.4% | Added |
| Altman Advisors, Inc. | 17,158 | $2.94M | 1.11% | −7,349−30.0% | Reduced |
| Concord Wealth Partners | 17,075 | $2.92M | 0.38% | +20+0.1% | Added |
| IFP Advisors, Inc | 17,015 | $2.91M | 0.07% | +1,361+8.7% | Added |
| Fort Point Capital Partners LLC | 13,375 | $2.91M | 0.35% | −244−1.8% | Reduced |
| Mattson Financial Services, LLC | 16,981 | $2.91M | 0.68% | −8,513−33.4% | Reduced |
| Jefferies Financial Group Inc. | 16,973 | $2.91M | 0.02% | +2,308+15.7% | Added |
| Ibex Wealth Advisors | 16,953 | $2.90M | 0.28% | +40.0% | Added |
| Sloy Dahl & Holst, LLC | 16,930 | $2.90M | 0.35% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 16,900 | $2.89M | 0.21% | −382−2.2% | Reduced |
| Concord Asset Management, LLC | 16,888 | $2.89M | 0.50% | −366−2.1% | Reduced |
| Evergreen Capital Management LLC | 16,782 | $2.88M | 0.06% | +4,219+33.6% | Added |
| Marietta Investment Partners LLC | 16,792 | $2.87M | 0.57% | +413+2.5% | Added |
| Frank, Rimerman Advisors LLC | 16,789 | $2.87M | 0.18% | +86+0.5% | Added |
| Lathrop Investment Management Corp | 16,740 | $2.87M | 0.52% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 16,727 | $2.86M | 0.17% | +2,196+15.1% | Added |
| Portfolio Design Labs, LLC | 16,695 | $2.86M | 0.47% | +509+3.1% | Added |
| Clifford Swan Investment Counsel LLC | 16,677 | $2.85M | 0.09% | −50−0.3% | Reduced |
| Citizens Financial Group Inc | 16,647 | $2.85M | 0.04% | −853−4.9% | Reduced |
| Dynamic Advisor Solutions LLC | 16,638 | $2.85M | 0.09% | +1,252+8.1% | Added |
| Valeo Financial Advisors, LLC | 16,624 | $2.85M | 0.06% | +703+4.4% | Added |
| Capital Investment Counsel, Inc | 16,589 | $2.84M | 0.33% | −165−1.0% | Reduced |
| Fiduciary Family Office, LLC | 16,556 | $2.83M | 0.81% | −2,524−13.2% | Reduced |
| Farmers & Merchants Investments Inc | 16,520 | $2.83M | 0.08% | −130−0.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 16,470 | $2.82M | 2.06% | +164+1.0% | Added |
| Engineers Gate Manager LP | 16,427 | $2.81M | 0.03% | −9,707−37.1% | Reduced |
| 3Chopt Investment Partners, LLC | 16,399 | $2.81M | 0.63% | +3,266+24.9% | Added |
| Monument Capital Management | 16,403 | $2.81M | 0.70% | +14,625+822.6% | Added |
| Oak Grove Capital LLC | 16,400 | $2.81M | 0.56% | −1,900−10.4% | Reduced |
| Arista Wealth Management, LLC | 16,394 | $2.81M | 0.35% | −2,311−12.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 16,326 | $2.79M | 0.13% | −20,982−56.2% | Reduced |
| Johnson Investment Counsel Inc | 16,257 | $2.78M | 0.02% | −2,570−13.7% | Reduced |
| First Commonwealth Financial Corp | 16,248 | $2.78M | 0.46% | +620+4.0% | Added |
| Capstone Wealth Management Group LLC | 16,223 | $2.78M | 1.68% | −190−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 16,208 | $2.77M | 0.05% | +4,086+33.7% | Added |
| Penobscot Investment Management Company, Inc. | 16,170 | $2.77M | 0.21% | −40−0.2% | Reduced |
| Middleton & Co Inc | 16,156 | $2.77M | 0.29% | −75−0.5% | Reduced |
| Gould Capital, LLC | 16,146 | $2.76M | 1.70% | −710−4.2% | Reduced |
| FORA Capital, LLC | 14,305 | $2.76M | 0.33% | +8,975+168.4% | Added |
| Tealwood Asset Management Inc | 16,087 | $2.75M | 1.24% | −473−2.9% | Reduced |
| Goelzer Investment Management, Inc. | 16,064 | $2.75M | 0.13% | +100+0.6% | Added |
| Meridian Wealth Management, LLC | 16,061 | $2.75M | 0.10% | +3,651+29.4% | Added |
| Milestone Asset Management, LLC | 16,046 | $2.75M | 0.52% | +16,046 | New |
| Glen Eagle Advisors, LLC | 16,037 | $2.75M | 0.37% | +438+2.8% | Added |
| Wincap Financial LLC | 16,017 | $2.74M | 1.88% | −292−1.8% | Reduced |
| Triangle Securities Wealth Management | 15,897 | $2.72M | 0.57% | −1,555−8.9% | Reduced |
| Smithfield Trust Co | 15,890 | $2.72M | 0.12% | −286−1.8% | Reduced |
| Stokes Family Office, LLC | 15,806 | $2.71M | 0.25% | −4,046−20.4% | Reduced |
| Cornercap Investment Counsel Inc | 15,778 | $2.70M | 1.33% | −216−1.4% | Reduced |
| Belpointe Asset Management LLC | 15,717 | $2.69M | 0.10% | −2,179−12.2% | Reduced |
| Atomi Financial Group, Inc. | 15,624 | $2.67M | 0.08% | +973+6.6% | Added |
| MBM Wealth Consultants, LLC | 15,574 | $2.67M | 0.63% | −456−2.8% | Reduced |
| Perennial Advisors, LLC | 15,535 | $2.66M | 0.45% | −4,190−21.2% | Reduced |
| Verdad Advisers, LP | 15,471 | $2.65M | 3.03% | +15,471 | New |
| Sherman Porfolios, LLC | 15,467 | $2.65M | 0.18% | +13,698+774.3% | Added |
| Trust Co of Oklahoma | 15,427 | $2.64M | 0.77% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 15,406 | $2.64M | 0.57% | −17,445−53.1% | Reduced |
| AlphaCore Capital LLC | 15,380 | $2.64M | 0.06% | +1,830+13.5% | Added |
| Donoghue Forlines LLC | 15,396 | $2.64M | 0.81% | −4,871−24.0% | Reduced |
| Resources Investment Advisors, LLC. | 15,249 | $2.61M | 0.03% | +2,983+24.3% | Added |
| Wealth Alliance | 15,209 | $2.60M | 0.25% | −10.0% | Reduced |
| KPP Advisory Services LLC | 15,209 | $2.60M | 0.38% | −40−0.3% | Reduced |
| Frec Markets, Inc. | 15,206 | $2.60M | 0.76% | +15,206 | New |
| Oppenheimer Asset Management Inc. | 15,194 | $2.60M | 0.03% | −462−3.0% | Reduced |
| PCM Encore, LLC | 15,057 | $2.58M | 0.55% | +15,057 | New |
| KLCM Advisors, Inc. | 15,017 | $2.57M | 0.22% | −80−0.5% | Reduced |
| Snowden Capital Advisors LLC | 14,982 | $2.57M | 0.07% | +18+0.1% | Added |
| Cohen Klingenstein LLC | 15,000 | $2.57M | 0.08% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 15,000 | $2.57M | 1.28% | +15,000 | New |
| Highland Capital Management, LLC | 14,936 | $2.56M | 0.13% | +12,706+569.8% | Added |
| Cypress Capital, LLC | 14,896 | $2.55M | 0.71% | +72+0.5% | Added |
| Parkway Wealth Management Group, LLC | 14,824 | $2.54M | 0.34% | +14,824 | New |
| Meiji Yasuda Life Insurance Co | 14,820 | $2.54M | 0.07% | −2,828−16.0% | Reduced |
| Alps Advisors Inc | 14,805 | $2.53M | 0.01% | −1,730−10.5% | Reduced |
| Fidelis Capital Partners, LLC | 14,780 | $2.53M | 0.18% | +577+4.1% | Added |
| Guyasuta Investment Advisors Inc | 14,762 | $2.53M | 0.14% | +12,667+604.6% | Added |
| Gold Investment Management Ltd. | 14,736 | $2.52M | 0.81% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 14,632 | $2.51M | 2.31% | +14,632 | New |
| National Wealth Management Group, LLC | 14,545 | $2.49M | 0.86% | −5,546−27.6% | Reduced |
| Mutual Advisors, LLC | 14,495 | $2.48M | 0.05% | +2,994+26.0% | Added |