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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 6 sales; 3,142 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: 2,395 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
Costello Asset Management, INC2,510$429.7K0.14%−1,250−33.2%Reduced
Blackhawk Capital Partners LLC.2,508$429.3K0.16%+778+45.0%Added
B&L Asset Management LLC2,500$427.9K0.19%00.0%Unchanged
KDK Private Wealth Management, LLC2,488$425.9K0.37%+2,488New
Northbridge Financial Group, LLC2,485$425.4K0.19%+2,485New
Riversedge Advisors, LLC2,484$425.2K0.07%+322+14.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,475$423.7K0.11%+15+0.6%Added
Paragon Private Wealth Management, LLC2,474$423.5K0.13%+314+14.5%Added
COFG Advisors, LLC2,463$421.6K0.10%+2,463New
Allen Capital Group, LLC2,458$420.8K0.04%+153+6.6%Added
Dynamic Wealth Strategies, LLC2,444$418.4K0.25%+31+1.3%Added
Mitchell McLeod Pugh & Williams Inc1,808$417.6K0.06%−69−3.7%Reduced
Waterfront Wealth Inc.1,896$417.4K0.08%+1,896New
Lazari Capital Management, Inc.2,438$417.3K0.14%+32+1.3%Added
Financial Engines Advisors L.L.C.2,437$417.2K0.00%−256−9.5%Reduced
Parcion Private Wealth LLC2,422$414.6K0.03%+399+19.7%Added
CM Wealth Advisors LLC2,418$414.5K0.09%+718+42.2%Added
Oversea-Chinese Banking CORP Ltd2,413$413.0K0.01%−4,810−66.6%Reduced
HBW Advisory Services LLC2,409$412.4K0.04%+763+46.4%Added
Medallion Wealth Advisors, LLC2,402$411.2K0.14%+2,250+1,480.3%Added
Kennicott Capital Management LLC2,400$410.8K0.20%00.0%Unchanged
Principal Street Partners, LLC2,400$410.8K0.07%+95+4.1%Added
Qsemble Capital Management, LP2,398$410.5K0.03%+2,398New
TCI Wealth Advisors, Inc.2,396$410.1K0.02%+107+4.7%Added
Family Management Corp2,394$409.8K0.05%+555+30.2%Added
Mitchell Capital Management Co2,393$409.6K0.07%00.0%Unchanged
Range Advisory, LLC2,391$409.3K0.11%+2,391New
Gabelli Funds LLC2,390$409.1K0.00%−165−6.5%Reduced
FDx Advisors, Inc.2,391$409.0K0.21%−117−4.7%Reduced
Greenup Street Wealth Management LLC2,389$408.9K0.06%−27,468−92.0%Reduced
Berger Financial Group, Inc2,383$408.0K0.02%+3+0.1%Added
SMART Wealth LLC2,376$406.6K0.12%−6,561−73.4%Reduced
Key Client Fiduciary Advisors, LLC2,357$403.4K0.14%−294−11.1%Reduced
MJP Associates Inc2,357$403.4K0.05%+87+3.8%Added
First Interstate Bank2,355$403.1K0.02%−12−0.5%Reduced
Keystone Wealth Services, LLC2,349$402.1K0.08%−69−2.9%Reduced
Fi3 FINANCIAL ADVISORS, LLC2,345$402.0K0.12%+277+13.4%Added
Stillwater Capital Advisors, LLC2,345$401.4K0.04%−1,155−33.0%Reduced
Bensler, LLC2,340$400.6K0.04%00.0%Unchanged
Altar Rock LLC2,325$398.6K0.48%+2,325New
Tilson Financial Group, Inc.2,325$398.0K0.12%−160−6.4%Reduced
Xxi Wealth, LLC2,323$397.7K0.24%+2,323New
Walkner Condon Financial Advisors LLC2,322$397.5K0.06%+86+3.8%Added
IFG Advisory, LLC2,321$397.4K0.02%−37−1.6%Reduced
Stock Yards Bank & Trust Co2,321$397.3K0.01%−1,590−40.7%Reduced
JB Capital LLC2,312$395.8K0.02%−6−0.3%Reduced
Matters Capital LLC2,310$395.4K0.32%+2,310New
Leigh Baldwin & Co., LLC2,306$395.0K0.26%+6+0.3%Added
Foster Group, Inc.2,296$393.0K0.01%+95+4.3%Added
Carolina Wealth Advisors, LLC2,296$393.0K0.18%+2,296New
Fragasso Group Inc.2,284$390.9K0.02%+35+1.6%Added
PTM Wealth Management, LLC2,000$389.5K0.22%00.0%Unchanged
Capstone Capital Management Ltd2,273$389.1K0.37%+2,273New
Spectrum Strategic Capital Management, LLC2,270$388.6K0.21%00.0%Unchanged
Essential Partners LLC2,255$386.0K0.12%+292+14.9%Added
Claro Advisors LLC2,254$385.9K0.05%−6−0.3%Reduced
Larry Mathis Financial Planning, LLC2,254$385.8K0.34%+2,254New
SHP Wealth Management2,252$385.5K0.03%+2,252New
Jaffetilchin Investment Partners, LLC2,246$384.5K0.02%−173−7.2%Reduced
West Bancorporation Inc2,246$384.5K0.20%−93−4.0%Reduced
Headinvest, LLC2,230$381.7K0.08%−40−1.8%Reduced
Walser Wealth Management Company, A Ltd Liability Co2,230$381.7K0.20%+2,230New
TMB Capital Partners, LLC2,227$381.3K0.13%+2,227New
Hoey Investments, Inc2,220$380.0K0.05%00.0%Unchanged
Drucker Wealth 3.0, LLC2,215$379.2K0.07%+313+16.5%Added
Hazlett, Burt & Watson, Inc.2,210$379.0K0.12%−24−1.1%Reduced
Triad Wealth Partners, LLC2,212$378.6K0.04%−1,430−39.3%Reduced
Saranac Partners Ltd2,200$376.6K0.15%00.0%Unchanged
XML Financial, LLC2,199$376.5K0.03%+2,199New
Markin Volterra Fund LP2,189$374.7K2.96%+2,189New
Fielder Capital Group LLC2,187$374.4K0.08%−166−7.1%Reduced
Voisard Asset Management Group, Inc.2,173$372.0K0.08%+72+3.4%Added
Bartlett & Co. Wealth Management LLC2,157$369.8K0.00%00.0%Unchanged
Financial Consulate, Inc2,157$369.2K0.05%+57+2.7%Added
Samalin Investment Counsel, LLC2,154$368.6K0.13%+10.0%Added
Stonebrook Private Inc.2,151$368.2K0.08%+133+6.6%Added
Capstone Financial Advisors, Inc.2,151$368.1K0.02%−232−9.7%Reduced
Caliber Wealth Management, LLC2,150$368.1K0.04%+236+12.3%Added
Canopy Partners, LLC2,149$367.9K0.12%+321+17.6%Added
Wayfinding Financial, LLC2,136$366.0K0.15%+76+3.7%Added
Moody National Bank Trust Division2,135$365.5K0.04%00.0%Unchanged
FSB Premier Wealth Management, Inc.2,135$365.4K0.12%+2,135New
Retirement Planning Group, LLC2,120$363.5K0.25%+2,120New
Facet Wealth, Inc.1,515$363.0K0.01%+1,515New
Nia Impact Advisors, LLC2,118$362.6K0.12%+92+4.5%Added
Heritage Wealth Management, Inc.2,117$362.4K0.10%−4−0.2%Reduced
Gsa Capital Partners LLP2,116$362.0K0.03%−1,810−46.1%Reduced
Register Financial Advisors LLC2,110$361.2K0.14%00.0%Unchanged
Flatrock Wealth Partners LLC2,104$360.6K0.17%+2,104New
Excalibur Management Corp2,107$360.6K0.13%−10−0.5%Reduced
Acropolis Investment Management, LLC2,106$360.6K0.02%+2,106New
Murphy Pohlad Asset Management LLC2,105$360.3K0.14%00.0%Unchanged
Welch Group, LLC2,098$359.2K0.01%+140+7.2%Added
Cambria Investment Management, L.P.2,088$357.4K0.02%+2,088New
Sepio Capital, LP2,085$357.0K0.02%+284+15.8%Added
Intellectus Partners, LLC2,075$355.7K0.07%−13,558−86.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,069$354.1K0.01%+162+8.5%Added
Wellspring Financial Advisors, LLC2,063$353.2K0.03%+2,063New
FMB Wealth Management2,060$352.6K0.14%00.0%Unchanged
Edmond de Rothschild Holding S.A.2,057$352.1K0.01%+489+31.2%Added