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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 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
Catalyst Funds Management Pty Ltd10,914$1.87M0.43%−2,586−19.2%Reduced
Cassaday & Co Wealth Management LLC10,904$1.87M0.04%+310+2.9%Added
Aspire Private Capital, LLC10,792$1.85M0.41%−5,850−35.2%Reduced
Outlook Wealth Advisors, LLC10,657$1.82M0.41%+2,604+32.3%Added
XTX Topco Ltd10,651$1.82M0.05%−1,615−13.2%Reduced
Global Trust Asset Management, LLC10,642$1.82M0.72%+3,378+46.5%Added
USA Financial Portformulas Corp10,539$1.80M0.33%+10,539New
Avestar Capital, LLC10,489$1.80M0.12%+657+6.7%Added
Hilton Head Capital Partners, LLC10,493$1.80M1.05%+10,493New
Sunbelt Securities, Inc.10,452$1.79M0.12%−2,515−19.4%Reduced
StoneX Group Inc.10,318$1.79M0.08%−864−7.7%Reduced
Limestone Investment Advisors LP10,417$1.78M1.21%+10,417New
Security National Bank of So Dak10,385$1.78M0.88%−80−0.8%Reduced
Alpha Cubed Investments, LLC10,356$1.77M0.06%+444+4.5%Added
RAM Investment Partners, LLC10,330$1.77M0.32%−712−6.4%Reduced
Centaurus Financial, Inc.10,298$1.76M0.08%−1,632−13.7%Reduced
IPG Investment Advisors LLC10,260$1.76M0.31%+8,060+366.4%Added
Busey Wealth Management10,239$1.75M0.05%+464+4.7%Added
SBI Securities Co., Ltd.10,199$1.75M0.04%+852+9.1%Added
ORBA Wealth Advisors, L.L.C.10,105$1.73M1.50%−69−0.7%Reduced
Bannerstone Capital Management, LLC10,077$1.72M1.65%+10,077New
WD Rutherford LLC10,063$1.72M0.72%+1,747+21.0%Added
TritonPoint Partners, LLC10,015$1.72M0.92%+10,015New
Central Pacific Bank - Trust Division9,979$1.71M0.21%−119−1.2%Reduced
Grant Private Wealth Management Inc9,940$1.70M1.03%−170−1.7%Reduced
McDonald Partners LLC9,900$1.69M0.53%−55−0.6%Reduced
GoalVest Advisory LLC9,900$1.69M0.32%00.0%Unchanged
Sompo Asset Management Co., Ltd.9,750$1.67M0.29%−3,670−27.3%Reduced
Elyxium Wealth, LLC9,746$1.67M0.46%+156+1.6%Added
Cim Investment Mangement Inc9,715$1.66M0.44%00.0%Unchanged
Ballast Rock Private Wealth LLC9,679$1.66M1.04%+9,679New
Keel Point, LLC9,649$1.65M0.10%+1,056+12.3%Added
CNB Bank9,600$1.64M0.67%−506−5.0%Reduced
GPS Wealth Strategies Group, LLC9,497$1.63M1.38%−15,216−61.6%Reduced
Rare Wolf Capital LLC9,460$1.62M1.01%+9,460New
SC&H Financial Advisors, Inc.9,435$1.62M0.25%+30.0%Added
Ferguson Wellman Capital Management, Inc9,424$1.61M0.03%+2,674+39.6%Added
Loomis Sayles & Co L P9,406$1.61M0.00%+8,986+2,139.5%Added
Systematic Financial Management LP9,300$1.59M0.04%00.0%Unchanged
Nicolet Bankshares Inc9,265$1.59M0.25%−495−5.1%Reduced
Chilton Investment Co LLC9,220$1.58M0.03%00.0%Unchanged
Seek First Inc.9,201$1.58M1.09%−165−1.8%Reduced
Coastal Investment Advisors, Inc.9,181$1.57M0.52%−284−3.0%Reduced
Strathmore Capital Advisors, Inc.9,168$1.57M0.51%−314−3.3%Reduced
Savvy Advisors, Inc.9,119$1.56M0.05%+2,244+32.6%Added
Moisand Fitzgerald Tamayo, LLC9,111$1.56M0.18%00.0%Unchanged
Laraway Financial Inc9,100$1.56M1.01%−100−1.1%Reduced
Truvestments Capital LLC9,084$1.55M0.28%+515+6.0%Added
New Age Alpha Advisors, LLC9,051$1.55M0.07%−35,321−79.6%Reduced
Parisi Gray Wealth Management8,908$1.52M0.35%+13+0.1%Added
Legacy Capital Group California, Inc.8,896$1.52M0.37%−1,814−16.9%Reduced
State of Wyoming8,896$1.52M0.17%−465−5.0%Reduced
Rehmann Capital Advisory Group8,887$1.52M0.08%+97+1.1%Added
Custom Index Systems, LLC8,886$1.52M0.67%−4,448−33.4%Reduced
111 Capital8,885$1.52M0.33%−18,476−67.5%Reduced
Ausdal Financial Partners, Inc.8,857$1.52M0.07%−1,821−17.1%Reduced
NBC Securities, Inc.8,846$1.51M0.11%−1,308−12.9%Reduced
Buckley Wealth Management, LLC8,842$1.51M0.40%−132−1.5%Reduced
GeoWealth Management, LLC8,824$1.51M0.06%−257−2.8%Reduced
Pure Financial Advisors, Inc.8,762$1.50M0.02%+217+2.5%Added
EverSource Wealth Advisors, LLC8,757$1.50M0.06%−1,396−13.7%Reduced
Quest Partners LLC8,746$1.50M0.08%+1,773+25.4%Added
Versant Capital Management, Inc8,693$1.49M0.19%+478+5.8%Added
Chatham Capital Group, Inc.8,665$1.48M0.21%00.0%Unchanged
WSFS Capital Management, LLC8,630$1.48M0.07%−174−2.0%Reduced
Jamison Private Wealth Management, Inc.8,610$1.47M0.18%+396+4.8%Added
Win Advisors, Inc8,569$1.47M0.62%+8,569New
Caerus Investment Advisors, LLC8,563$1.47M0.49%+558+7.0%Added
Woodward Diversified Capital, LLC8,547$1.46M0.67%−397−4.4%Reduced
Values First Advisors, Inc.8,536$1.46M0.76%+86+1.0%Added
Becker Capital Management Inc8,458$1.45M0.04%+12+0.1%Added
Arvest Investments, Inc.8,374$1.43M0.20%+19+0.2%Added
Mach-1 Financial Group, Inc.8,364$1.43M0.29%+8,364New
One Capital Management, LLC8,329$1.43M0.04%−55−0.7%Reduced
Whalen Wealth Management Inc.8,315$1.42M0.76%+8,315New
Virtu Financial LLC8,305$1.42M0.06%+8,305New
Westside Investment Management, Inc.8,250$1.42M0.23%+40+0.5%Added
Sunpointe, LLC8,256$1.42M0.47%+43+0.5%Added
Adviser Investments LLC8,268$1.42M0.02%−3,173−27.7%Reduced
Foundry Financial LLC8,250$1.41M0.74%+8,250New
Brown Financial Advisors8,244$1.41M0.52%−5,008−37.8%Reduced
Park Capital Management, LLC8,243$1.41M1.01%+1,688+25.8%Added
TFR Capital, LLC.8,235$1.41M0.47%+167+2.1%Added
Edgestream Partners, L.P.8,219$1.41M0.04%−20,538−71.4%Reduced
Supplemental Annuity Collective Trust of NJ8,200$1.40M0.36%+8,200New
Twin Capital Management Inc8,199$1.40M0.17%−7−0.1%Reduced
Americana Partners, LLC8,191$1.40M0.04%+1,826+28.7%Added
Journey Strategic Wealth LLC8,185$1.40M0.04%+661+8.8%Added
Galaxy Digital Capital Management GP LLC8,184$1.40M1.76%−3,259−28.5%Reduced
Naviter Wealth, LLC8,144$1.40M0.18%−92−1.1%Reduced
Angeles Wealth Management, LLC8,143$1.40M0.08%+2,057+33.8%Added
Mechanics Bank Trust Department8,051$1.38M0.18%−683−7.8%Reduced
Goodman Advisory Group, LLC8,038$1.38M0.34%00.0%Unchanged
Independent Solutions Wealth Management, LLC8,018$1.37M0.25%+322+4.2%Added
International Assets Investment Management, LLC8,015$1.37M0.09%−1,293−13.9%Reduced
Westover Capital Advisors, LLC8,000$1.37M0.25%00.0%Unchanged
Thomasville National Bank8,000$1.37M0.08%00.0%Unchanged
Freestone Capital Holdings, LLC7,996$1.37M0.04%+80+1.0%Added
Goldenstone Wealth Management LLC7,994$1.37M1.02%+7,994New
Element Capital Management LLC7,967$1.36M0.71%+7,967New