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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
Lewis Asset Management, LLC4,741$811.5K0.33%−133−2.7%Reduced
New Wave Wealth Advisors LLC4,715$808.2K0.30%+337+7.7%Added
Brady Martz Wealth Solutions, LLC4,715$807.1K0.14%−177−3.6%Reduced
Avanda Investment Management Pte. Ltd.4,700$804.5K0.80%+1,300+38.2%Added
Marble Wealth, LLC4,687$802.3K0.11%+4,687New
Wellington Grp LLC4,680$801.1K0.27%+4,680New
FSM Wealth Advisors, LLC4,672$799.7K0.11%−19−0.4%Reduced
Capital Advisors, Ltd. LLC4,646$795.0K0.10%+51+1.1%Added
Insigneo Advisory Services, LLC4,641$794.5K0.06%+487+11.7%Added
Victory Financial Group, LLC4,623$791.4K0.10%+476+11.5%Added
Basecamp Wealth Advisors LLC4,616$790.2K0.17%+4,616New
Field & Main Bank4,615$790.0K0.23%+50+1.1%Added
Cidel Asset Management Inc4,613$789.6K0.06%−726−13.6%Reduced
Curat Global, LLC4,601$787.6K0.87%00.0%Unchanged
Kaizen Financial Strategies4,590$785.7K0.35%−206−4.3%Reduced
Raleigh Capital Management Inc.4,566$781.6K0.28%−1,450−24.1%Reduced
Sivia Capital Partners, LLC4,542$777.4K0.16%+622+15.9%Added
DeDora Capital, Inc.4,535$776.3K0.18%−1,149−20.2%Reduced
Guerra Pan Advisors, LLC4,520$773.7K0.46%00.0%Unchanged
BCS Wealth Management4,502$770.7K0.08%+2,302+104.6%Added
Cherokee Insurance Co4,500$770.3K0.31%00.0%Unchanged
Allred Capital Management, LLC4,496$769.7K0.28%−430−8.7%Reduced
James Investment Research Inc4,489$768.4K0.08%+485+12.1%Added
WealthPlan Investment Management, LLC4,478$766.5K0.05%+4,478New
Retirement Income Solutions, Inc4,472$765.5K0.13%+250+5.9%Added
Hoxton Planning & Management, LLC4,452$762.1K0.23%+52+1.2%Added
Veracity Capital LLC4,447$761.2K0.23%+27+0.6%Added
Lyell Wealth Management, LP4,446$761.1K0.06%−724−14.0%Reduced
Miracle Mile Advisors, LLC4,440$760.1K0.01%+1,326+42.6%Added
Sax Wealth Advisors, LLC4,436$759.4K0.04%−201−4.3%Reduced
Oak Harvest Investment Services4,407$754.4K0.08%−239−5.1%Reduced
Unique Wealth Strategies, LLC4,406$754.1K0.30%−2,258−33.9%Reduced
Drive Wealth Management, LLC4,399$754.1K0.15%+610+16.1%Added
West Wealth Group, LLC4,401$753.4K0.16%−82−1.8%Reduced
Townsend & Associates, Inc3,464$753.4K0.07%−455−11.6%Reduced
RMR Wealth Builders4,375$748.9K0.06%+255+6.2%Added
SOA Wealth Advisors, LLC.4,370$748.1K0.13%+3+0.1%Added
Newbridge Financial Services Group, Inc.4,355$745.5K0.12%+693+18.9%Added
Braun-Bostich & Associates Inc.4,353$745.1K0.46%−10.0%Reduced
Ancora Advisors, LLC4,353$745.1K0.02%+304+7.5%Added
DRW Securities, LLC4,335$742.1K0.06%+953+28.2%Added
Seven Mile Advisory4,322$739.9K0.13%−824−16.0%Reduced
Somerset Trust Co4,308$737.4K0.23%−528−10.9%Reduced
United Capital Management of KS, Inc.4,300$736.1K0.10%+4,300New
Modern Wealth Management, LLC4,282$732.9K0.01%+79+1.9%Added
Roberts Glore & Co Inc4,279$732.5K0.20%−56−1.3%Reduced
Paladin Wealth, LLC4,277$732.1K0.50%−3,231−43.0%Reduced
Cooper Financial Group4,263$729.7K0.08%−684−13.8%Reduced
Maridea Wealth Management LLC4,259$729.1K0.11%−2,398−36.0%Reduced
Investment Partners Asset Management, Inc.4,255$728.4K0.45%−118−2.7%Reduced
Smith Group Asset Management, LLC4,255$728.4K0.04%+4,255New
Enterprise Financial Services Corp4,239$725.6K0.37%+215+5.3%Added
Massmutual Trust Co FSB4,237$725.3K0.02%+227+5.7%Added
Fairvoy Private Wealth, LLC4,225$723.2K0.16%00.0%Unchanged
Mascoma Wealth Management LLC4,204$719.6K0.15%+14+0.3%Added
Parsons Capital Management Inc4,200$719.0K0.04%−295−6.6%Reduced
Red Reef Advisors LLC4,192$717.6K0.73%+4,192New
Client 1st Advisory Group, LLC4,190$717.2K0.22%00.0%Unchanged
Weaver Capital Management LLC4,169$713.6K0.15%+4,169New
Golden State Equity Partners4,160$712.1K0.11%+1,572+60.7%Added
Syntegra Private Wealth Group, LLC4,157$711.6K0.07%+42+1.0%Added
Ellevest, Inc.4,156$711.4K0.10%−160−3.7%Reduced
Tennessee Valley Asset Management Partners4,149$710.3K0.09%−44−1.0%Reduced
Quadcap Wealth Management, LLC4,129$706.8K0.08%−174−4.0%Reduced
Osborne Partners Capital Management, LLC4,101$702.0K0.04%+2,050+100.0%Added
Chicago Capital, LLC4,082$698.8K0.02%−175−4.1%Reduced
Ramirez Asset Management, Inc.4,080$698.4K0.09%00.0%Unchanged
JGP Wealth Management, LLC4,078$698.1K0.07%+41+1.0%Added
Pinnacle Wealth Planning Services, Inc.4,078$698.1K0.07%+4,078New
Sendero Wealth Management, LLC4,074$697.4K0.08%−1,790−30.5%Reduced
Shepherd Financial Partners LLC4,066$696.1K0.06%−2,023−33.2%Reduced
Sterling Investment Advisors, Ltd.4,060$694.9K0.13%−23−0.6%Reduced
Alhambra Investment Partners LLC4,059$694.8K0.32%−1,095−21.2%Reduced
Cornerstone Management, Inc.4,031$690.0K0.11%+4,031New
Cromwell Holdings LLC4,020$689.2K0.38%00.0%Unchanged
Fortress Private Ledger, LLC4,026$689.1K0.23%+7+0.2%Added
Lodestone Wealth Management LLC4,022$688.5K0.28%−122−2.9%Reduced
Chelsea Counsel Co4,000$685.8K0.29%00.0%Unchanged
King Wealth4,000$685.0K0.08%00.0%Unchanged
Militia Capital Partners, LP4,000$684.7K0.26%−2,000−33.3%Reduced
Core Wealth Partners LLC4,000$684.7K0.31%00.0%Unchanged
Peak Financial Advisors LLC3,996$684.0K0.31%+3,996New
Walker Asset Management, LLC3,992$683.3K0.37%+107+2.8%Added
Opal Capital LLC2,967$680.4K0.17%+2,967New
Walsky Investment Management, Inc.3,945$675.3K0.69%+3,945New
Wall Street Financial Group, Inc.3,940$674.4K0.49%−7−0.2%Reduced
Natural Investments, LLC3,936$673.0K0.17%+528+15.5%Added
Income Insurance Ltd3,916$670.3K0.43%+3,916New
Castle Rock Wealth Management, LLC2,921$670.3K0.14%−23−0.8%Reduced
Pursuit Wealth Management LLC3,911$669.4K0.58%+3,911New
Alberta Investment Management Corp3,900$667.6K0.00%+3,900New
Kathmere Capital Management, LLC3,897$667.1K0.05%+1,677+75.5%Added
LVW Advisors, LLC3,894$666.6K0.07%+127+3.4%Added
Michael S. Ryan, Inc.3,891$666.1K0.39%+197+5.3%Added
Braeburn Wealth Management LLC3,886$665.1K0.34%+3,886New
Great Diamond Partners, LLC3,883$664.7K0.13%−5−0.1%Reduced
BridgePort Financial Solutions, LLC3,869$662.4K0.18%+1,223+46.2%Added
Fukoku Mutual Life Insurance Co3,865$661.6K0.04%−426−9.9%Reduced
Falcon Wealth Planning3,864$661.4K0.06%−44−1.1%Reduced
Williams & Novak, LLC3,863$661.3K0.50%+113+3.0%Added