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 |
|---|---|---|---|---|---|
| Williamson Legacy Group, LLC | 7,934 | $1.36M | 1.06% | +7,934 | New |
| SmartHarvest Portfolios, LLC | 7,903 | $1.35M | 0.47% | +7,903 | New |
| Red Door Wealth Management, LLC | 7,867 | $1.35M | 0.14% | −175−2.2% | Reduced |
| Agf Management Ltd | 7,865 | $1.35M | 0.01% | −6,125−43.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,778 | $1.33M | 0.39% | −3,338−30.0% | Reduced |
| Delphi Management Inc | 7,763 | $1.33M | 1.29% | −4,750−38.0% | Reduced |
| Deseret Mutual Benefit Administrators | 7,759 | $1.33M | 0.57% | +178+2.3% | Added |
| Root Financial Partners, LLC | 7,737 | $1.32M | 0.07% | +66+0.9% | Added |
| Investment Research Partners LLC | 7,735 | $1.32M | 0.57% | −69−0.9% | Reduced |
| Pallas Capital Advisors LLC | 7,731 | $1.32M | 0.04% | +534+7.4% | Added |
| Novem Group | 7,725 | $1.32M | 0.15% | −9,194−54.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,723 | $1.32M | 0.28% | +690+9.8% | Added |
| Allium Financial Advisors, LLC | 7,653 | $1.31M | 1.04% | −17−0.2% | Reduced |
| Ariadne Wealth Management, LP | 5,624 | $1.30M | 0.54% | +639+12.8% | Added |
| ZEGA Investments, LLC | 7,509 | $1.29M | 0.25% | −1,256−14.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,304 | $1.28M | 0.29% | −1,303−19.7% | Reduced |
| DCF Advisers, LLC | 7,500 | $1.28M | 0.42% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 7,489 | $1.28M | 0.24% | +335+4.7% | Added |
| STF Management LP | 7,485 | $1.28M | 1.20% | −12,144−61.9% | Reduced |
| Versor Investments LP | 7,483 | $1.28M | 0.20% | +1,394+22.9% | Added |
| Ignite Planners, LLC | 5,467 | $1.28M | 0.20% | +198+3.8% | Added |
| Herold Advisors, Inc. | 7,429 | $1.27M | 0.28% | −410−5.2% | Reduced |
| Net Worth Advisory Group | 7,424 | $1.27M | 0.26% | −686−8.5% | Reduced |
| Integrity Alliance, LLC. | 7,421 | $1.27M | 0.05% | +159+2.2% | Added |
| Baader Bank INC | 7,404 | $1.25M | 0.10% | −7,507−50.3% | Reduced |
| Western Financial Corp | 7,308 | $1.25M | 0.50% | +7,308 | New |
| Peapack Gladstone Financial Corp | 7,296 | $1.25M | 0.02% | +151+2.1% | Added |
| Hardy Reed LLC | 7,282 | $1.25M | 0.09% | +104+1.4% | Added |
| Greenland Capital Management LP | 7,255 | $1.24M | 0.18% | −33,970−82.4% | Reduced |
| Elm Partners Management LLC | 7,250 | $1.24M | 0.06% | +2,240+44.7% | Added |
| PDS Planning, Inc | 7,238 | $1.24M | 0.08% | −121−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,221 | $1.24M | 0.02% | +354+5.2% | Added |
| Forum Financial Management, LP | 7,218 | $1.24M | 0.02% | −70−1.0% | Reduced |
| QVR LLC | 7,217 | $1.24M | 0.86% | +7,217 | New |
| Nations Financial Group Inc, | 7,203 | $1.23M | 0.06% | +7,203 | New |
| First Financial Bankshares Inc | 7,197 | $1.23M | 0.02% | −28,656−79.9% | Reduced |
| Legacy Financial Advisors, Inc. | 7,164 | $1.23M | 0.17% | +494+7.4% | Added |
| Gladstone Institutional Advisory LLC | 7,158 | $1.23M | 0.05% | −542−7.0% | Reduced |
| Montecito Bank & Trust | 7,118 | $1.22M | 0.19% | −3,734−34.4% | Reduced |
| Zions Bancorporation, National Association | 7,118 | $1.22M | 0.06% | +1,144+19.1% | Added |
| Fulcrum Asset Management LLP | 6,996 | $1.22M | 0.34% | −208−2.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,093 | $1.21M | 0.08% | −207−2.8% | Reduced |
| Planning Alternatives Ltd | 7,091 | $1.21M | 0.15% | +84+1.2% | Added |
| Level Financial Advisors, Inc. | 7,052 | $1.21M | 0.32% | −64−0.9% | Reduced |
| Holderness Investments Co | 7,019 | $1.20M | 0.24% | +364+5.5% | Added |
| New Republic Capital, LLC | 7,007 | $1.20M | 0.32% | +4,053+137.2% | Added |
| Shufro Rose & Co LLC | 7,000 | $1.20M | 0.08% | 00.0% | Unchanged |
| Birinyi Associates Inc | 7,000 | $1.20M | 0.30% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 6,995 | $1.20M | 0.41% | −909−11.5% | Reduced |
| Essex Financial Services, Inc. | 6,994 | $1.20M | 0.07% | +235+3.5% | Added |
| HBK Sorce Advisory LLC | 5,175 | $1.20M | 0.03% | +51+1.0% | Added |
| TD Private Client Wealth LLC | 6,955 | $1.19M | 0.03% | −541−7.2% | Reduced |
| Haverford Trust Co | 6,938 | $1.19M | 0.01% | +206+3.1% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 6,834 | $1.18M | 0.52% | +6,834 | New |
| Pitcairn Wealth Advisors LLC | 6,911 | $1.18M | 0.11% | +6,911 | New |
| Carr Financial Group Corp | 6,870 | $1.18M | 0.31% | −692−9.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,863 | $1.18M | 0.22% | +1,173+20.6% | Added |
| BNP Paribas | 6,860 | $1.17M | 0.03% | +98+1.4% | Added |
| Fagan Associates, Inc. | 6,853 | $1.17M | 0.16% | +6,853 | New |
| Ifrah Financial Services, Inc. | 6,774 | $1.16M | 0.30% | −123−1.8% | Reduced |
| LJI Wealth Management, LLC | 6,761 | $1.16M | 0.18% | +527+8.5% | Added |
| Valley Brook Capital Group | 6,760 | $1.16M | 0.77% | −50−0.7% | Reduced |
| 71 West Capital Partners | 6,754 | $1.16M | 0.05% | +6,754 | New |
| Janney Capital Management LLC | 6,748 | $1.16M | 0.07% | +81+1.2% | Added |
| Regatta Capital Group, LLC | 6,734 | $1.15M | 0.17% | −84−1.2% | Reduced |
| Physicians Financial Services, Inc. | 6,730 | $1.15M | 0.31% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,715 | $1.15M | 0.06% | −54−0.8% | Reduced |
| World Equity Group, Inc. | 6,720 | $1.15M | 0.32% | −50−0.7% | Reduced |
| Prelude Capital Management, LLC | 6,714 | $1.15M | 0.08% | +4,848+259.8% | Added |
| Madison Wealth Partners, Inc | 6,697 | $1.15M | 0.21% | +164+2.5% | Added |
| Midwest Financial Group LLC | 6,676 | $1.14M | 0.50% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 6,627 | $1.13M | 0.81% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 6,616 | $1.13M | 0.85% | +66+1.0% | Added |
| Affinity Investment Advisors, LLC | 6,586 | $1.13M | 0.75% | −449−6.4% | Reduced |
| Optas, LLC | 6,586 | $1.13M | 0.18% | +722+12.3% | Added |
| JT Stratford LLC | 6,574 | $1.13M | 0.14% | −1,989−23.2% | Reduced |
| AdvisorNet Financial, Inc | 6,569 | $1.12M | 0.06% | +37+0.6% | Added |
| Rathbone Brothers plc | 6,568 | $1.12M | 0.00% | −372−5.4% | Reduced |
| Persium Advisors, LLC | 6,566 | $1.12M | 0.82% | −378−5.4% | Reduced |
| Symphony Financial, Ltd. Co. | 6,509 | $1.12M | 0.15% | +2,620+67.4% | Added |
| Clark Financial Services Group Inc | 5,730 | $1.12M | 0.59% | +226+4.1% | Added |
| PFG Investments, LLC | 6,511 | $1.11M | 0.05% | +416+6.8% | Added |
| Sandler Capital Management | 6,500 | $1.11M | 0.50% | +6,500 | New |
| Ironwood Investment Counsel, LLC | 6,491 | $1.11M | 0.16% | +717+12.4% | Added |
| Westfuller Advisors, LLC | 6,475 | $1.11M | 0.45% | −2,684−29.3% | Reduced |
| Cypress Capital Advisors, LLC | 6,473 | $1.11M | 0.59% | −31−0.5% | Reduced |
| Rothschild Investment LLC | 6,453 | $1.10M | 0.06% | +264+4.3% | Added |
| Anchor Investment Management, LLC | 6,426 | $1.10M | 0.09% | +4,005+165.4% | Added |
| David Loasby | 4,954 | $1.09M | 0.07% | −1,029−17.2% | Reduced |
| Redwood Investment Management, LLC | 6,369 | $1.09M | 0.12% | −3,090−32.7% | Reduced |
| Wallace Hart LLC | 6,358 | $1.09M | 0.80% | −2,313−26.7% | Reduced |
| Wealth Group, Ltd. | 6,350 | $1.09M | 1.06% | +6,350 | New |
| Accredited Investors Inc. | 6,337 | $1.08M | 0.06% | −1,003−13.7% | Reduced |
| West Michigan Advisors, LLC | 6,319 | $1.08M | 0.25% | +3,144+99.0% | Added |
| Quent Capital, LLC | 6,328 | $1.08M | 0.08% | +250+4.1% | Added |
| HMV Wealth Advisors, LLC | 6,323 | $1.08M | 0.54% | 00.0% | Unchanged |
| May Hill Capital, LLC | 6,312 | $1.08M | 0.29% | −1,240−16.4% | Reduced |
| CVA Family Office, LLC | 6,292 | $1.08M | 0.12% | +34+0.5% | Added |
| SRS Capital Advisors, Inc. | 6,280 | $1.08M | 0.03% | −26,543−80.9% | Reduced |
| McLean Asset Management Corp | 5,099 | $1.06M | 0.19% | +65+1.3% | Added |