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
KRS Capital Management, LLC14,475$2.48M1.43%+14,475New
Trust Asset Management LLC14,328$2.45M0.17%−544−3.7%Reduced
Reflection Asset Management14,302$2.45M1.74%+14,302New
Financiere des Professionnels - Fonds d,investissement inc.14,146$2.42M0.14%+1,510+11.9%Added
Dark Forest Capital Management LP14,101$2.41M0.11%−63,701−81.9%Reduced
Dara Capital US, Inc.14,063$2.41M2.13%+14,063New
Accent Capital Management, LLC14,033$2.41M1.03%00.0%Unchanged
Y.D. More Investments Ltd14,023$2.40M0.12%+3,185+29.4%Added
LGT Group Foundation13,783$2.40M0.03%+13,783New
Security National Bank of Sioux City Iowa13,981$2.39M1.54%−135−1.0%Reduced
Venturi Wealth Management, LLC13,975$2.39M0.11%+171+1.2%Added
Checchi Capital Advisers, LLC13,890$2.38M0.16%−527−3.7%Reduced
Inscription Capital, LLC13,861$2.37M0.24%−90−0.6%Reduced
Sagespring Wealth Partners, LLC13,786$2.36M0.04%+863+6.7%Added
NVWM, LLC13,781$2.36M0.51%−286−2.0%Reduced
Archford Capital Strategies, LLC13,761$2.36M0.27%+686+5.2%Added
Lighthouse Financial Services Inc13,726$2.35M0.54%+13,726New
Argonautica Private Wealth Management, Inc13,638$2.33M0.69%−645−4.5%Reduced
McLaughlin Asset Management, Inc.13,524$2.32M2.07%+13,524New
McDaniel Terry & Co13,500$2.31M0.20%00.0%Unchanged
Natixis13,497$2.31M0.01%−165,771−92.5%Reduced
CenterBook Partners LP13,484$2.31M0.11%−4,165−23.6%Reduced
Bedell Frazier Investment Counseling, LLC13,410$2.30M0.44%−460−3.3%Reduced
TCG Advisory Services, LLC13,370$2.29M0.06%+1,048+8.5%Added
Oakworth Capital, Inc.13,310$2.28M0.12%00.0%Unchanged
RMB Capital Management, LLC13,170$2.26M0.04%+5,851+79.9%Added
Exit Wealth Advisors, LLC.13,176$2.26M1.33%+13,176New
Alta Wealth Advisors LLC13,163$2.25M0.75%+97+0.7%Added
Night Squared LP13,096$2.24M0.63%−10,840−45.3%Reduced
Choate Investment Advisors13,047$2.23M0.04%+308+2.4%Added
AtlasMark Financial, Inc13,000$2.23M1.44%00.0%Unchanged
Mirador Capital Partners LP12,940$2.22M0.30%−3,900−23.2%Reduced
Mount Yale Investment Advisors, LLC12,838$2.20M0.11%+2,907+29.3%Added
Tounjian Advisory Partners, LLC12,848$2.20M0.74%+12,848New
RiverFront Investment Group, LLC12,816$2.19M0.04%+1,162+10.0%Added
Myriad Asset Management Advisors LLC12,760$2.18M0.67%+12,760New
Hollencrest Capital Management12,747$2.18M0.08%+8,869+228.7%Added
Regal Investment Advisors LLC12,647$2.16M0.13%−663−5.0%Reduced
Integrated Advisors Network LLC12,590$2.16M0.10%−8,086−39.1%Reduced
Portus Wealth Advisors, LLC12,526$2.14M2.02%+143+1.2%Added
Fort Washington Investment Advisors Inc12,425$2.13M0.01%−1,735−12.3%Reduced
denkapparat Operations GmbH12,346$2.11M1.15%00.0%Unchanged
Sage Mountain Advisors LLC12,292$2.10M0.11%−622−4.8%Reduced
Vestmark Advisory Solutions, Inc.12,287$2.10M0.03%+6,957+130.5%Added
Davis Selected Advisers12,280$2.10M0.01%00.0%Unchanged
Henson-Edgewater Management, LLC12,269$2.10M1.24%+12,269New
Great Valley Advisor Group, Inc.12,260$2.10M0.04%+88+0.7%Added
Virtus Investment Advisers, Inc.12,258$2.10M0.57%−6,323−34.0%Reduced
Virtus ETF Advisers LLC12,255$2.10M0.99%−2,024−14.2%Reduced
Kestra Investment Management, LLC12,252$2.10M0.05%+804+7.0%Added
Abundance Wealth Counselors12,198$2.09M0.35%−513−4.0%Reduced
Cigna Investments Inc12,156$2.08M0.30%−289−2.3%Reduced
Advyzon Investment Management, LLC12,136$2.08M0.24%+531+4.6%Added
Huntleigh Advisors, Inc.12,135$2.08M0.35%+735+6.4%Added
LOM Asset Management Ltd12,127$2.08M0.60%−474−3.8%Reduced
Joel Isaacson & Co., LLC12,071$2.07M0.07%00.0%Unchanged
SG Trading Solutions, LLC12,049$2.06M0.48%+12,049New
Boxwood Ventures, Inc.11,990$2.06M2.07%00.0%Unchanged
American State Bank (Iowa)12,000$2.05M0.99%00.0%Unchanged
Clark Capital Management Group, Inc.11,989$2.05M0.01%+643+5.7%Added
Grimes & Company, Inc.11,976$2.05M0.05%+2,620+28.0%Added
J.W. Cole Advisors, Inc.23,677$2.04M0.05%+11,098+88.2%Added
Lake Street Financial LLC11,869$2.03M0.25%−1,359−10.3%Reduced
KCM Investment Advisors LLC11,864$2.03M0.07%+918+8.4%Added
Harel Insurance Investments & Financial Services Ltd.11,800$2.02M0.02%−1,810−13.3%Reduced
Orrstown Financial Services Inc11,794$2.02M0.34%−932−7.3%Reduced
Main Management ETF Advisors, LLC11,745$2.01M0.07%+120+1.0%Added
Avantax Planning Partners, Inc.11,738$2.01M0.06%−75−0.6%Reduced
Harrell Investment Partners, LLC11,660$2.00M0.47%00.0%Unchanged
BSW Wealth Partners11,620$1.99M0.24%−201−1.7%Reduced
Clarius Group, LLC11,571$1.98M0.11%−11−0.1%Reduced
Capital Performance Advisors LLP11,559$1.98M0.14%+564+5.1%Added
Private Trust Co NA11,551$1.98M0.17%+3,230+38.8%Added
Nicholas Investment Partners, LP11,544$1.98M0.14%+1,440+14.3%Added
Worth Asset Management, LLC11,536$1.97M0.84%−234−2.0%Reduced
Alpha Family Trust11,500$1.97M0.90%00.0%Unchanged
Knights of Columbus Asset Advisors LLC11,480$1.97M0.11%+5,705+98.8%Added
Greater Midwest Financial Group, LLC11,432$1.96M1.09%−2,629−18.7%Reduced
Kirtland Hills Capital Management, LLC11,417$1.95M0.69%+48+0.4%Added
Verdence Capital Advisors LLC11,412$1.95M0.12%+337+3.0%Added
Willner & Heller, LLC11,406$1.95M1.40%−1,381−10.8%Reduced
Segment Wealth Management, LLC11,373$1.95M0.11%+30.0%Added
Pathway Financial Advisers, LLC11,368$1.95M0.56%−24−0.2%Reduced
Florida Financial Advisors, LLC11,376$1.95M0.53%+7,674+207.3%Added
Allianz SE11,339$1.94M0.02%−1,433−11.2%Reduced
Cache Advisors, LLC11,250$1.93M0.24%+460+4.3%Added
Elevated Private Wealth, LLC11,215$1.92M2.00%+11,215New
Sovran Advisors, LLC8,805$1.91M0.16%+5,798+192.8%Added
Burns J W & Co Inc11,180$1.91M0.21%00.0%Unchanged
Ark Wealth Advisors LLC11,165$1.91M2.06%+11,165New
Dorsey & Whitney Trust CO LLC11,147$1.91M0.10%+441+4.1%Added
Katamaran Capital LLP11,124$1.90M1.44%−17,682−61.4%Reduced
Alpine Woods Capital Investors, LLC11,117$1.90M0.45%−6,388−36.5%Reduced
Wright Investors Service Inc11,115$1.90M0.57%−2,674−19.4%Reduced
Prudent Man Advisors, LLC11,113$1.90M0.69%−2,634−19.2%Reduced
Keystone Financial Group11,050$1.89M0.14%+5,000+82.6%Added
Global Financial Private Client, LLC11,037$1.89M0.66%+52+0.5%Added
Everhart Financial Group, Inc.11,026$1.89M0.17%+2,036+22.6%Added
Applied Finance Capital Management, LLC11,005$1.88M0.13%−4,017−26.7%Reduced
Paloma Partners Management Co11,000$1.88M0.65%+11,000New