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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
VUB Generali dochodkova spravcovska spolocnost, a.s.3,080$527.2K0.40%+3,080New
Manchester Capital Management LLC3,079$527.1K0.07%−1,102−26.4%Reduced
Callahan Advisors, LLC3,068$525.1K0.04%+113+3.8%Added
Persistent Asset Partners Ltd3,061$524.0K0.25%+3,061New
Mayport, LLC3,041$520.6K0.10%+37+1.2%Added
Dock Street Asset Management Inc3,035$519.5K0.05%00.0%Unchanged
Schnieders Capital Management, LLC.3,020$517.0K0.08%−40−1.3%Reduced
Transamerica Financial Advisors, Inc.3,014$516.7K0.04%+983+48.4%Added
Northside Capital Management, LLC3,010$515.3K0.04%00.0%Unchanged
TAGStone Capital, Inc.3,000$514.3K0.19%00.0%Unchanged
Grove Bank & Trust2,992$512.2K0.06%00.0%Unchanged
Nixon Peabody Trust Co2,984$510.8K0.04%−24−0.8%Reduced
Winch Advisory Services, LLC2,983$510.6K0.11%−346−10.4%Reduced
Impact Capital Partners LLC2,972$508.8K0.15%−43−1.4%Reduced
Brio Consultants, LLC2,970$508.4K0.07%−103−3.4%Reduced
49 Wealth Management, LLC2,964$507.4K0.04%+273+10.1%Added
Roman Butler Fullerton & Co2,299$507.4K0.13%+2,299New
Marin Bay Wealth Advisors, LLC2,963$507.1K0.29%+2,963New
Western Wealth Management, LLC2,952$505.2K0.02%+63+2.2%Added
Canandaigua National Bank & Trust Co2,950$505.0K0.05%00.0%Unchanged
C M Bidwell & Associates Ltd2,949$504.8K0.24%−96−3.2%Reduced
Cane Capital Partners, LLC2,937$502.8K0.21%+2,937New
Colter Lewis Investment Partners LLC2,932$502.7K0.58%+2,932New
Brickley Wealth Management2,925$500.7K0.08%00.0%Unchanged
Bill Few Associates, Inc.2,909$498.0K0.12%00.0%Unchanged
Poinciana Advisors Group, LLC2,907$497.6K0.39%−42−1.4%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,905$497.3K0.06%−1,692−36.8%Reduced
Aventura Private Wealth, LLC2,905$497.3K0.18%+115+4.1%Added
Meadowbrook Advisors Group, LLC2,899$496.3K0.28%+2,899New
Nelson Capital Management, LLC2,885$493.9K0.06%−1,105−27.7%Reduced
May Barnhard Investments LLC2,880$493.0K0.23%00.0%Unchanged
Golden State Wealth Management, LLC2,872$491.7K0.05%−20−0.7%Reduced
Quantum Financial Advisors, LLC2,871$491.5K0.06%+7+0.2%Added
Pines Wealth Management, LLC2,870$491.3K0.16%−92−3.1%Reduced
Douglas Lane & Associates, LLC2,866$490.6K0.01%00.0%Unchanged
Addison Advisors LLC2,861$489.7K0.11%+4+0.1%Added
Roundview Capital LLC2,857$489.1K0.03%+2,857New
SGL Investment Advisors, Inc.2,288$488.1K0.20%+2,288New
Meridian Investment Counsel Inc.2,850$487.9K0.12%−1,000−26.0%Reduced
Cypress Asset Management Inc2,850$487.9K0.11%00.0%Unchanged
GWN Securities Inc.2,849$487.7K0.10%+522+22.4%Added
Blume Capital Management, Inc.2,844$486.8K0.09%−456−13.8%Reduced
Smart Money Group LLC2,834$485.1K0.14%−56−1.9%Reduced
Fundamentun, LLC2,826$483.8K0.02%−533−15.9%Reduced
Element Wealth, LLC2,822$483.1K0.20%00.0%Unchanged
Voya Financial Advisors, Inc.2,743$482.4K0.05%−959−25.9%Reduced
Asset Dedication, LLC2,804$480.0K0.03%00.0%Unchanged
Anchyra Partners LLC2,802$479.6K0.15%+2,802New
Simon Quick Advisors, LLC2,769$474.0K0.02%+467+20.3%Added
Signet Private Wealth LLC2,764$473.1K0.45%+2,764New
AdvisorShares Investments LLC2,763$473.0K0.08%−2,083−43.0%Reduced
Aries Wealth Management2,760$472.5K0.10%−240−8.0%Reduced
First Foundation Advisors2,755$471.6K0.02%+994+56.4%Added
Stonebridge Financial Group, LLC2,752$471.1K0.04%−653−19.2%Reduced
Kavar Capital Partners Group, LLC2,739$468.9K0.06%−338−11.0%Reduced
Balboa Wealth Partners2,734$468.0K0.08%+2,734New
Jacobsen Capital Management2,728$467.0K0.15%−76−2.7%Reduced
Fullerton Fund Management Co Ltd.2,728$467.0K0.02%+2,728New
Archer Investment Corp2,723$466.1K0.11%−950−25.9%Reduced
Purus Wealth Management, LLC2,721$465.7K0.15%−19−0.7%Reduced
Nicholas Hoffman & Company, LLC.2,717$465.1K0.01%−557−17.0%Reduced
Austin Private Wealth, LLC2,715$464.8K0.03%−55−2.0%Reduced
Private Wealth Asset Management, LLC2,703$462.7K0.05%−153−5.4%Reduced
Norris Perne & French LLP2,700$462.2K0.03%+2,700New
Elevatus Welath Management2,694$461.2K0.13%+777+40.5%Added
Birchwood Financial Partners, Inc.2,690$460.5K0.46%+2,690New
Phillips Wealth Planners LLC2,008$458.6K0.37%−891−30.7%Reduced
BCR Wealth Strategies, LLC2,680$458.0K0.15%00.0%Unchanged
Wealth Alliance Advisory Group, LLC2,673$457.6K0.08%−81−2.9%Reduced
Investor's Fiduciary Advisor Network, LLC2,675$457.0K0.10%+337+14.4%Added
Vicus Capital2,670$457.0K0.03%+2,670New
QTR Family Wealth, LLC2,013$456.2K0.20%+35+1.8%Added
Parthenon LLC2,660$455.3K0.05%00.0%Unchanged
Athena Wealth Management, LLC2,658$455.0K0.44%+2,658New
Affinity Capital Advisors, LLC2,656$454.7K0.06%+498+23.1%Added
Bowen Hanes & Co Inc2,650$454.0K0.01%00.0%Unchanged
Grandfield & Dodd, LLC2,650$453.6K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,649$453.5K0.12%−127−4.6%Reduced
Continuum Wealth Advisors, LLC2,640$451.9K0.17%00.0%Unchanged
Sapient Capital LLC2,584$449.8K0.01%+2,584New
Sentinus, LLC2,624$449.2K0.04%+1,119+74.4%Added
Essex Savings Bank2,603$445.6K0.10%−401−13.3%Reduced
Transcend Wealth Collective, LLC2,592$443.7K0.03%+329+14.5%Added
Thurston, Springer, Miller, Herd & Titak, Inc.2,582$442.0K0.15%+1,864+259.6%Added
First County Bank2,581$441.8K0.24%−145−5.3%Reduced
Diversified Enterprises, LLC2,577$441.1K0.03%+2,577New
Silver Grove Financial Group, Inc.2,576$440.9K0.38%+17+0.7%Added
Financial Management Professionals, Inc.2,566$439.9K0.05%+180+7.5%Added
Yeomans Consulting Group, Inc.2,556$437.5K0.13%−777−23.3%Reduced
Baldwin Brothers Inc2,551$436.7K0.03%00.0%Unchanged
Klingman & Associates, LLC2,550$436.5K0.02%+183+7.7%Added
Colonial River Wealth Management, LLC2,549$436.3K0.16%+607+31.3%Added
Canvas Wealth Advisors, LLC2,541$435.6K0.07%+103+4.2%Added
Palouse Capital Management, Inc.2,544$435.5K0.28%−5,935−70.0%Reduced
First National Bank of Omaha2,500$434.4K0.01%+2,500New
Ponta Wealth Partners, LLC2,529$432.9K0.40%+2,529New
Davis R M Inc2,519$431.2K0.01%+120+5.0%Added
Mosley Wealth Management3,024$431.0K0.20%+3,024New
Plancorp, LLC2,518$431.0K0.01%+51+2.1%Added
Prosperity Consulting Group, LLC2,518$431.0K0.02%+319+14.5%Added