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
- 2,396
- +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
- 770 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 1,267,786 | $217.0M | 0.91% | +367,862+40.9% | Added |
| Two Sigma Investments, LP | 1,257,457 | $215.3M | 0.32% | −269,615−17.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,252,677 | $214.4M | 0.86% | +688,514+122.0% | Added |
| CI Private Wealth, LLC | 1,238,030 | $211.9M | 0.29% | −311,858−20.1% | Reduced |
| Danske Bank A/S | 1,194,709 | $204.5M | 0.48% | −64,867−5.1% | Reduced |
| Close Asset Management Ltd | 1,194,160 | $204.3M | 4.53% | +1,193,950+568,547.6% | Added |
| Erste Asset Management GmbH | 1,164,882 | $202.0M | 1.70% | +231,960+24.9% | Added |
| SEI Investments Co | 1,153,437 | $197.4M | 0.19% | −13,583−1.2% | Reduced |
| M&G Plc | 1,148,445 | $196.4M | 1.01% | −603,806−34.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,140,083 | $195.2M | 0.35% | −50,634−4.3% | Reduced |
| 1832 Asset Management L.P. | 1,138,623 | $194.9M | 0.25% | −299,453−20.8% | Reduced |
| HM Payson & Co | 1,121,345 | $192.0M | 2.71% | −171,361−13.3% | Reduced |
| Panagora Asset Management Inc | 1,112,808 | $190.5M | 0.68% | +117,287+11.8% | Added |
| Millennium Management LLC | 1,109,009 | $189.8M | 0.14% | −558,384−33.5% | Reduced |
| Aviva PLC | 1,084,356 | $185.6M | 0.31% | +55,716+5.4% | Added |
| Los Angeles Capital Management LLC | 1,146,185 | $184.5M | 0.63% | +412,833+56.3% | Added |
| New York State Teachers Retirement System | 1,074,442 | $183.9M | 0.36% | +6,996+0.7% | Added |
| Korea Investment CORP | 1,061,383 | $181.7M | 0.36% | −80,010−7.0% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $181.3M | 0.85% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 1,042,511 | $178.5M | 0.89% | −69,644−6.3% | Reduced |
| Railway Pension Investments Ltd | 1,041,500 | $178.3M | 2.09% | +1,041,500 | New |
| DnB Asset Management AS | 1,033,784 | $177.0M | 0.62% | −1,566,311−60.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,018,272 | $174.4M | 0.14% | −172,808−14.5% | Reduced |
| HighTower Advisors, LLC | 1,018,426 | $174.3M | 0.19% | −70,768−6.5% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 993,955 | $172.7M | 0.49% | +993,955 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,005,927 | $172.2M | 2.39% | +572,364+132.0% | Added |
| Standard Life Aberdeen plc | 1,002,218 | $171.6M | 0.27% | +2,935+0.3% | Added |
| Captrust Financial Advisors | 998,116 | $170.9M | 0.32% | −245,788−19.8% | Reduced |
| KBC Group NV | 974,684 | $166.8M | 0.38% | −443,943−31.3% | Reduced |
| Quantinno Capital Management LP | 957,560 | $163.9M | 0.33% | +175,438+22.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 930,049 | $159.4M | 0.24% | +21,926+2.4% | Added |
| Mariner, LLC | 921,242 | $157.7M | 0.19% | −57,714−5.9% | Reduced |
| Squarepoint Ops LLC | 896,472 | $153.5M | 0.31% | +249,036+38.5% | Added |
| Ensign Peak Advisors, Inc | 894,328 | $153.1M | 0.27% | −524,352−37.0% | Reduced |
| Guggenheim Capital LLC | 893,068 | $152.9M | 1.12% | +39,055+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 888,463 | $152.1M | 0.36% | −29,757−3.2% | Reduced |
| Storebrand Asset Management AS | 887,600 | $151.9M | 0.41% | +49,037+5.8% | Added |
| Treasurer of the State of North Carolina | 878,764 | $150.4M | 0.48% | −55,303−5.9% | Reduced |
| Bank of Nova Scotia | 861,683 | $147.5M | 0.22% | −723,340−45.6% | Reduced |
| Macquarie Group Ltd | 854,339 | $146.2M | 0.64% | +337,786+65.4% | Added |
| Jennison Associates LLC | 849,955 | $145.5M | 0.09% | +53,347+6.7% | Added |
| Nearwater Capital Markets, Ltd | 820,000 | $140.4M | 2.40% | +429,600+110.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 807,049 | $138.2M | 0.36% | +607,811+305.1% | Added |
| Associated Banc-Corp | 774,930 | $132.7M | 3.40% | −61,366−7.3% | Reduced |
| Epoch Investment Partners, Inc. | 772,689 | $132.3M | 0.75% | −948,483−55.1% | Reduced |
| Zurich Insurance Group Ltd | 766,421 | $131.2M | 0.91% | +481,089+168.6% | Added |
| Swiss Life Asset Management Ltd | 751,566 | $128.7M | 0.66% | +210,753+39.0% | Added |
| Toronto Dominion Bank | 751,319 | $128.6M | 0.23% | −75,838−9.2% | Reduced |
| Trivest Advisors Ltd | 750,000 | $128.4M | 5.86% | +675,000+900.0% | Added |
| NZS Capital, LLC | 739,673 | $126.6M | 3.88% | −331,513−30.9% | Reduced |
| Natixis Advisors, L.P. | 738,681 | $126.4M | 0.18% | +69,378+10.4% | Added |
| Stifel Financial Corp | 736,439 | $126.1M | 0.11% | −78,024−9.6% | Reduced |
| Mariner Investment Group LLC | 736,000 | $126.0M | 7.39% | +736,000 | New |
| RE Advisers Corp | 717,036 | $122.7M | 3.25% | −356,764−33.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 715,263 | $122.4M | 0.08% | +14,978+2.1% | Added |
| Value Aligned Research Advisors, LLC | 707,033 | $121.0M | 2.48% | +206,170+41.2% | Added |
| NEOS Investment Management LLC | 700,900 | $120.0M | 0.69% | +153,295+28.0% | Added |
| Achmea Investment Management B.V. | 691,532 | $118.4M | 3.02% | +691,532 | New |
| Pacer Advisors, Inc. | 691,482 | $118.4M | 0.31% | +98,334+16.6% | Added |
| Royal London Asset Management Ltd | 688,385 | $117.8M | 0.25% | −10,652−1.5% | Reduced |
| State of Wisconsin Investment Board | 685,944 | $117.4M | 0.26% | −9,974−1.4% | Reduced |
| Actiam N.V. | 678,052 | $116.1M | 1.17% | +678,052 | New |
| Creative Planning | 671,956 | $115.0M | 0.08% | +88,138+15.1% | Added |
| Asset Management One Co.,Ltd. | 654,768 | $114.8M | 0.32% | +56,131+9.4% | Added |
| Eventide Asset Management, LLC | 669,089 | $114.6M | 1.79% | −235,606−26.0% | Reduced |
| Handelsbanken Fonder AB | 660,641 | $113.1M | 0.34% | +49,847+8.2% | Added |
| D. E. Shaw & Co., Inc. | 656,672 | $112.4M | 0.09% | +115,955+21.4% | Added |
| Mercer Global Advisors Inc | 647,175 | $110.8M | 0.17% | +23,646+3.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 646,259 | $110.6M | 0.30% | −8,108−1.2% | Reduced |
| Parnassus Investments | 645,926 | $110.6M | 0.29% | −54,789−7.8% | Reduced |
| KLP Kapitalforvaltning AS | 638,680 | $109.5M | 0.42% | −13,000−2.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 633,084 | $108.4M | 1.16% | +616,524+3,723.0% | Added |
| Teacher Retirement System of Texas | 628,708 | $107.6M | 0.37% | +58,262+10.2% | Added |
| APG Asset Management N.V. | 737,498 | $107.5M | 0.31% | −58,525−7.4% | Reduced |
| Baird Financial Group, Inc. | 617,808 | $105.8M | 0.16% | −28,037−4.3% | Reduced |
| Credit Agricole S A | 612,547 | $104.9M | 0.29% | +77,820+14.6% | Added |
| SG Americas Securities, LLC | 609,976 | $104.4M | 0.14% | +572,457+1,525.8% | Added |
| Montrusco Bolton Investments Inc. | 626,819 | $104.2M | 1.30% | −348,382−35.7% | Reduced |
| Public Employees Retirement System of Ohio | 602,338 | $103.1M | 0.32% | +9,464+1.6% | Added |
| Glenmede Trust Co NA | 601,530 | $103.0M | 0.49% | +601,530 | New |
| Federated Hermes, Inc. | 600,352 | $102.8M | 0.17% | −23,974−3.8% | Reduced |
| Lazard Asset Management LLC | 592,462 | $101.4M | 0.17% | +340,432+135.1% | Added |
| Manning & Napier Advisors LLC | 575,972 | $100.1M | 1.30% | +575,492+119,894.2% | Added |
| Virginia Retirement Systems Et Al | 581,805 | $99.6M | 0.59% | −16,370−2.7% | Reduced |
| Vaughan David Investments LLC | 577,471 | $98.9M | 2.15% | −34,525−5.6% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 574,700 | $98.4M | 1.42% | +574,700 | New |
| Crosslink Capital Inc | 572,707 | $98.0M | 7.59% | −190,530−25.0% | Reduced |
| Worldquant Millennium Advisors LLC | 562,261 | $96.2M | 0.37% | −972,744−63.4% | Reduced |
| Susquehanna International Group, LLP | 557,836 | $95.5M | 0.13% | −199,652−26.4% | Reduced |
| HRT Financial LP | 554,611 | $94.9M | 0.30% | +504,563+1,008.2% | Added |
| Nomura Asset Management Co Ltd | 554,129 | $94.9M | 0.24% | +25,104+4.7% | Added |
| Nisa Investment Advisors, LLC | 549,783 | $94.3M | 0.31% | +32,705+6.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 549,000 | $94.1M | 0.61% | −369,000−40.2% | Reduced |
| CBOE Vest Financial, LLC | 548,642 | $93.9M | 1.19% | +127,727+30.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 538,446 | $92.2M | 0.20% | −776−0.1% | Reduced |
| Cerity Partners LLC | 534,938 | $91.6M | 0.13% | +17,412+3.4% | Added |
| CIBC Asset Management Inc | 525,368 | $89.9M | 0.22% | +130,842+33.2% | Added |
| Artemis Investment Management LLP | 516,128 | $88.4M | 1.07% | +338,403+190.4% | Added |
| State of Tennessee, Treasury Department | 376,865 | $88.0M | 0.28% | −24,027−6.0% | Reduced |
| STRS Ohio | 508,327 | $87.0M | 0.32% | −16,899−3.2% | Reduced |