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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
Syverson Strege & Co2,057$352.1K0.08%+502+32.3%Added
Broyhill Asset Management2,050$350.9K0.31%−640−23.8%Reduced
Integras Partners LLC2,050$350.9K0.28%−610−22.9%Reduced
Safe Harbor Wealth Advisors, LLC1,516$350.6K0.34%+1,516New
Evexia Wealth LLC1,674$349.5K0.10%+1,674New
Gables Capital Management Inc.2,040$349.2K0.15%00.0%Unchanged
SBI Okasan Asset Management Co.Ltd.1,978$347.9K0.02%+1,978New
55 North Private Wealth, LLC2,032$347.8K0.09%+2,032New
Jupiter Wealth Management LLC1,500$346.9K0.15%00.0%Unchanged
Bridgefront Capital, LLC2,026$346.8K0.09%−30,921−93.9%Reduced
Hamilton Point Investment Advisors, LLC2,020$346.3K0.05%00.0%Unchanged
Lineweaver Wealth Advisors, LLC2,019$345.6K0.05%+16+0.8%Added
YANKCOM Partnership2,019$345.6K0.15%−375−15.7%Reduced
Guidance Point Advisors, LLC2,018$345.4K0.08%+4+0.2%Added
Kraft, Davis & Associates, LLC1,611$345.3K0.08%+16+1.0%Added
Contravisory Investment Management, Inc.2,017$345.3K0.07%+17+0.9%Added
TSG Advice Partners, LLC2,007$343.5K0.05%+2,007New
Bond & Devick Financial Network, Inc.2,006$343.4K0.10%00.0%Unchanged
Hamilton Capital, LLC2,000$342.4K0.02%+2,000New
Caldwell Sutter Capital, Inc.1,992$341.0K0.14%−63−3.1%Reduced
FineMark National Bank & Trust1,992$341.0K0.01%+72+3.8%Added
Optimist Retirement Group LLC1,991$340.8K0.16%+1,991New
Confluence Wealth Services, Inc.1,983$339.4K0.01%−268−11.9%Reduced
ZWJ Investment Counsel Inc1,983$339.4K0.01%−135−6.4%Reduced
Revolve Wealth Partners, LLC1,981$339.1K0.04%+43+2.2%Added
ARS Wealth Advisors Group, LLC1,980$338.9K0.03%00.0%Unchanged
United Advisor Group, LLC1,978$338.7K0.04%+1,978New
Warren Street Wealth Advisors, LLC1,964$336.2K0.10%−304−13.4%Reduced
Traphagen Investment Advisors LLC1,963$336.0K0.03%+46+2.4%Added
Boston Trust Walden Corp1,960$335.5K0.00%00.0%Unchanged
Promethos Capital, LLC1,960$335.5K0.09%+1,960New
nVerses Capital, LLC1,956$334.8K0.75%+1,956New
ORG Partners LLC1,950$333.8K0.06%+145+8.0%Added
One Wealth Advisors, LLC1,943$332.6K0.04%+1,943New
SoundView Advisors Inc.1,937$331.0K0.12%−12,295−86.4%Reduced
Atlantic Union Bankshares Corp1,928$330.0K0.01%+80+4.3%Added
Ballast Advisors LLC1,925$329.5K0.09%−196−9.2%Reduced
Myriad Asset Management US LP1,925$329.5K0.55%+1,925New
OneAscent Family Office, LLC1,923$329.2K0.22%−615−24.2%Reduced
SilverOak Wealth Management LLC1,921$328.8K0.05%00.0%Unchanged
Beacon Capital Management, LLC1,916$328.1K0.05%−249−11.5%Reduced
Meadow Creek Wealth Advisors LLC1,907$326.4K0.21%−172−8.3%Reduced
National Philanthropic Trust1,904$325.9K0.00%+1,904New
FLC Capital Advisors1,902$325.6K0.06%00.0%Unchanged
Walleye Capital LLC1,901$325.4K0.00%−138,646−98.6%Reduced
Knightsbridge Asset Management, LLC1,896$324.6K0.05%+1,896New
Index Fund Advisors, Inc.1,893$324.0K0.02%+186+10.9%Added
Cloud Capital Management, LLC1,894$324.0K0.15%+1,272+204.5%Added
Signature Wealth Management Group1,890$323.5K0.13%00.0%Unchanged
First Command Advisory Services, Inc.1,890$323.5K0.00%+150+8.6%Added
Mesirow Financial Investment Management, Inc.1,885$322.9K0.01%−256−12.0%Reduced
Barometer Capital Management Inc.3,800$322.5K0.11%−31,410−89.2%Reduced
Great Waters Wealth Management1,881$322.0K0.04%00.0%Unchanged
Omnia Family Wealth, LLC1,876$321.6K0.09%00.0%Unchanged
Lebenthal Global Advisors, LLC1,865$319.3K0.05%+1,865New
Optivise Advisory Services LLC1,863$318.9K0.18%+221+13.5%Added
David R. Rahn & Associates Inc.1,861$318.6K0.08%00.0%Unchanged
Visionary Wealth Advisors1,857$317.9K0.01%+1,857New
Latitude Advisors, LLC1,849$316.5K0.14%−230−11.1%Reduced
Stirlingshire Investments, Inc.1,839$315.2K0.28%+1,839New
Csenge Advisory Group1,840$315.0K0.01%+243+15.2%Added
Retirement Planning Group1,834$313.9K0.01%+51+2.9%Added
Cypress Wealth Services, LLC1,830$313.3K0.04%−19−1.0%Reduced
Cornerstone Advisory, LLC1,829$313.1K0.03%+64+3.6%Added
Stony Point Wealth Management Inc.1,828$312.9K0.12%+23+1.3%Added
Sovereign Financial Group, Inc.1,822$311.9K0.06%+1,822New
Centennial Wealth Advisory LLC1,821$311.7K0.08%+311+20.6%Added
GenTrust, LLC1,818$311.7K0.01%+194+11.9%Added
Private Wealth Partners, LLC1,820$311.5K0.02%+130+7.7%Added
Nolet Wealth Management, LLC1,816$310.8K0.17%+1,816New
Gallacher Capital Management LLC1,813$310.3K0.12%+20+1.1%Added
Bouchey Financial Group Ltd1,810$310.2K0.02%+1,810New
Formidable Asset Management, LLC2,310$309.3K0.05%00.0%Unchanged
Sprott Inc.1,800$308.1K0.01%+1,800New
Two Sigma Securities, LLC1,799$308.0K0.04%−9,023−83.4%Reduced
Foronjy Financial LLC1,792$306.7K0.13%−325−15.4%Reduced
DV Equities, LLC1,973$304.6K0.06%+1,973New
Breakthru Advisory Services, LLC1,779$304.5K0.19%+34+1.9%Added
Abacus Wealth Partners, LLC1,775$303.8K0.03%+1,775New
Master's Wealth Management Inc.1,772$303.3K0.11%+1,772New
Liberty Wealth Management LLC1,770$302.9K0.04%−205−10.4%Reduced
Elevation Wealth Management LLC1,768$302.7K0.29%+1,768New
Gryphon Financial Partners LLC1,752$299.9K0.03%+68+4.0%Added
Avos Capital Management, LLC1,750$299.6K0.13%+1,750New
Univest Financial Corp1,747$299.1K0.02%+12+0.7%Added
S Harris Financial Group, LLC1,745$298.6K0.29%+1,745New
Wealth Advisory Solutions, LLC1,742$298.2K0.07%−495−22.1%Reduced
Brand Asset Management Group, Inc.1,740$297.9K0.08%−192−9.9%Reduced
General Partner, Inc.1,740$297.9K0.17%00.0%Unchanged
Greenspring Advisors, LLC1,738$297.5K0.02%+1,738New
Blue Bell Private Wealth Management, LLC1,729$296.0K0.04%+9+0.5%Added
Traveka Wealth, LLC1,721$294.6K0.12%+8+0.5%Added
Planned Solutions, Inc.1,720$294.4K0.10%00.0%Unchanged
First Pacific Financial1,713$293.2K0.04%−53−3.0%Reduced
Insight Advisors, LLC1,711$292.9K0.04%−9−0.5%Reduced
Tucker Asset Management LLC1,710$292.7K0.09%+1,710New
Consilio Wealth Advisors, LLC1,709$292.6K0.09%−114−6.3%Reduced
Ashton Thomas Securities, LLC1,703$291.5K0.06%−329−16.2%Reduced
OneAscent Investment Solutions LLC1,699$290.8K0.31%−4,036−70.4%Reduced
Signature Equity Partners, LLC1,696$290.4K0.16%+1,696New