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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
2,395
+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: 2,396 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
Personal Cfo Solutions, LLC6,199$1.06M0.17%−728−10.5%Reduced
West Family Investments, Inc.6,156$1.05M0.25%+2,450+66.1%Added
Seeds Investor LLC6,153$1.05M0.20%−1,583−20.5%Reduced
JMN Financial LLC6,133$1.05M1.05%+6,133New
Parkside Financial Bank & Trust6,137$1.05M0.08%+143+2.4%Added
Fayez Sarofim & Co6,134$1.05M0.00%−11,700−65.6%Reduced
Centennial Bank6,130$1.05M0.42%−6,120−50.0%Reduced
Sun Financial Inc6,098$1.04M0.58%+6,098New
American National Bank6,037$1.03M0.10%+1,328+28.2%Added
Legacy Edge Advisors, LLC6,025$1.03M0.11%−185−3.0%Reduced
Kingdom Financial Group LLC.6,001$1.03M0.32%+6,001New
Legacy Advisors, LLC5,986$1.03M0.11%+446+8.1%Added
Legal Advantage Investments, Inc.5,972$1.02M0.47%−10.0%Reduced
Watershed Private Wealth LLC5,944$1.02M0.31%+142+2.4%Added
Avidian Wealth Solutions, LLC5,914$1.01M0.04%+158+2.7%Added
Everett Harris & Co5,913$1.01M0.01%00.0%Unchanged
Quotient Wealth Partners, LLC5,867$1.00M0.03%+170+3.0%Added
Sustainable Insight Capital Management, LLC5,865$1.00M0.34%−163,615−96.5%Reduced
VeraBank, N.A.5,835$998.8K0.18%00.0%Unchanged
Aprio Wealth Management, LLC5,385$998.7K0.06%+2,372+78.7%Added
Strategic Blueprint, LLC5,810$994.5K0.06%−1,105−16.0%Reduced
Prosperity Financial Group, Inc.5,794$991.8K0.36%+827+16.6%Added
Cove Private Wealth, LLC5,760$986.0K0.29%00.0%Unchanged
Portside Wealth Group, LLC5,757$985.5K0.13%+677+13.3%Added
Investment Management Corp5,752$984.6K0.83%+63+1.1%Added
BOS Asset Management, LLC5,750$984.3K0.26%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.4,058$963.8K0.40%+2,892+248.0%Added
Guardian Wealth Advisors, LLC5,622$962.4K0.06%+108+2.0%Added
Founders Capital Management, LLC5,609$960.1K0.14%00.0%Unchanged
Catalyst Financial Partners LLC5,600$958.6K0.11%+1,004+21.8%Added
Keyvantage Wealth, LLC5,563$952.2K0.41%+37+0.7%Added
Nwam LLC4,267$951.0K0.05%−3,762−46.9%Reduced
Strategic Investment Advisors5,549$950.0K0.08%−1,971−26.2%Reduced
Dynasty Wealth Management, LLC5,540$948.4K0.01%+809+17.1%Added
Parallax Volatility Advisers, L.P.5,523$945.4K0.03%+5,523New
Prescott Group Capital Management, L.L.C.5,514$943.9K0.09%00.0%Unchanged
George Kaiser Family Foundation5,514$943.9K0.13%00.0%Unchanged
Clear Creek Financial Management, LLC5,508$943.0K0.08%−2,488−31.1%Reduced
Providence First Trust Co5,507$942.7K0.33%+5,507New
Bahl & Gaynor Inc5,500$941.5K0.00%00.0%Unchanged
Pacific Point Advisors, LLC5,500$941.5K0.50%+12+0.2%Added
Jackson Thornton Asset Management, LLC4,520$935.5K0.09%+207+4.8%Added
Copeland Capital Management, LLC5,441$931.4K0.02%−1,775−24.6%Reduced
Daymark Wealth Partners, LLC5,422$928.2K0.03%+374+7.4%Added
Advisory Resource Group5,409$926.0K0.16%−1,050−16.3%Reduced
Waterloo Capital, L.P.5,342$914.4K0.07%+112+2.1%Added
Kingswood Wealth Advisors, LLC5,309$908.8K0.04%+1,001+23.2%Added
Beacon Financial Group5,305$908.2K0.09%+204+4.0%Added
Prakash Investment Advisors LLC5,300$907.3K0.69%00.0%Unchanged
Abel Hall, LLC5,274$902.9K0.21%+2,757+109.5%Added
Crestmont Private Wealth LLC5,273$902.6K0.29%−396−7.0%Reduced
Chesapeake Capital Corp5,257$899.9K0.75%00.0%Unchanged
BankPlus Wealth Management LLC5,250$898.8K0.50%−50−0.9%Reduced
SkyOak Wealth, LLC5,225$894.4K0.16%−1,225−19.0%Reduced
Dynamic Technology Lab Private Ltd5,225$894.0K0.20%−18−0.3%Reduced
BIP Wealth, LLC5,212$892.3K0.03%+3,422+191.2%Added
Karani Asset Management LLC5,198$889.8K0.78%00.0%Unchanged
TRUE Private Wealth Advisors5,166$884.3K0.09%+580+12.6%Added
Eastern Bank5,159$883.1K0.02%+169+3.4%Added
Chase Investment Counsel Corp5,148$881.0K0.25%00.0%Unchanged
Schonfeld Strategic Advisors LLC5,144$880.5K0.00%−277,889−98.2%Reduced
SageView Advisory Group, LLC5,139$879.6K0.03%−1,003−16.3%Reduced
Telos Capital Management, Inc.5,136$879.2K0.08%−100−1.9%Reduced
Conservest Capital Advisors, Inc.5,120$876.4K0.08%−11−0.2%Reduced
Tandem Capital Management Corp5,100$873.0K0.40%00.0%Unchanged
Berbice Capital Management LLC5,100$873.0K0.52%00.0%Unchanged
TownSquare Capital, LLC5,089$871.1K0.20%+586+13.0%Added
Phoenix Holdings Ltd.5,093$871.1K0.01%−216,607−97.7%Reduced
Keynote Financial Services LLC5,076$868.9K0.49%−628−11.0%Reduced
Lodestar Private Asset Management LLC5,060$866.2K0.09%00.0%Unchanged
Trust Point Inc.5,057$865.7K0.07%+333+7.0%Added
Index Technologies Group LLC5,014$858.3K0.90%+5,014New
Mine & Arao Wealth Creation & Management, LLC.5,010$857.6K0.34%+10+0.2%Added
Sumitomo Life Insurance Co5,009$857.4K0.02%+5,009New
Strategic Family Wealth Counselors, L.L.C.3,853$856.9K0.19%+3,853New
Chilton Capital Management LLC5,005$856.8K0.03%+5+0.1%Added
Sym Financial Corp5,003$856.4K0.09%−2,158−30.1%Reduced
Triglav Skladi, D.O.O.5,000$855.9K0.05%00.0%Unchanged
Evercore Wealth Management, LLC4,994$854.9K0.01%−160−3.1%Reduced
Bellevue Asset Management, LLC4,990$853.7K0.41%00.0%Unchanged
Alta Advisers Ltd4,980$852.5K0.31%−1,500−23.1%Reduced
Ridgeline Wealth Planning, LLC4,956$848.4K0.61%−658−11.7%Reduced
Jackson Hole Capital Partners, LLC4,950$847.3K0.15%00.0%Unchanged
SCS Capital Management LLC4,928$843.7K0.01%+150+3.1%Added
Perennial Investment Advisors, LLC4,925$843.1K0.07%+277+6.0%Added
Biltmore Family Office, LLC4,900$840.1K0.12%+10+0.2%Added
Access Financial Services, Inc.4,898$838.4K0.31%−1,264−20.5%Reduced
MBL Wealth, LLC4,849$830.1K0.07%+3,274+207.9%Added
Kesler, Norman & Wride, LLC4,845$829.4K0.14%+4,845New
Premier Path Wealth Partners, LLC4,836$827.8K0.11%+586+13.8%Added
Core Alternative Capital4,825$825.9K0.23%+955+24.7%Added
Caldwell Trust Co4,812$823.7K0.07%−108−2.2%Reduced
Aft, Forsyth & Company, Inc.4,804$822.4K0.36%+4,804New
Salem Investment Counselors Inc4,776$818.7K0.02%00.0%Unchanged
Saxon Interests, Inc.4,777$817.7K0.29%−780−14.0%Reduced
Moody Lynn & Lieberson, LLC4,773$817.0K0.04%+345+7.8%Added
Horizon Family Wealth, Inc.4,762$815.1K0.43%+9+0.2%Added
Columbia Asset Management4,750$813.1K0.14%00.0%Unchanged
Exencial Wealth Advisors, LLC4,746$812.4K0.03%+286+6.4%Added
Sittner & Nelson, LLC3,515$812.0K0.29%00.0%Unchanged