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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
Capital Asset Advisory Services LLC1,400$289.8K0.01%+1,400New
Arta Finance Wealth Management LLC1,693$289.8K0.15%+1,693New
Werba Rubin Papier Wealth Management1,691$289.5K0.08%+1,691New
Torren Management, LLC1,690$289.3K0.15%+1,690New
North Star Asset Management Inc1,687$288.8K0.01%00.0%Unchanged
Intelligence Driven Advisers, LLC1,685$288.4K0.04%−66−3.8%Reduced
Teza Capital Management LLC1,683$288.1K0.93%−1,662−49.7%Reduced
Winter & Associates, Inc.1,683$288.1K0.27%+1,683New
Coston, McIsaac & Partners1,681$287.0K0.07%00.0%Unchanged
GW&K Investment Management, LLC1,676$287.0K0.00%+8+0.5%Added
Indivisible Partners1,677$287.0K0.03%+1,677New
JSF Financial, LLC1,673$286.4K0.06%00.0%Unchanged
Selective Wealth Management, Inc.1,314$285.6K0.09%−335−20.3%Reduced
Absolute Capital Management, LLC1,664$285.4K0.10%+1,664New
Guardian Capital LP1,659$284.0K0.01%+1,659New
Catalyst Private Wealth, LLC1,658$283.8K0.12%+67+4.2%Added
Retireful, LLC1,630$283.3K0.36%+1,630New
Ring Mountain Capital, LLC1,263$282.0K0.14%+1,263New
Roberts Wealth Advisors, LLC1,645$281.6K0.07%+25+1.5%Added
Colonial Trust Co1,642$281.2K0.04%+137+9.1%Added
Globeflex Capital L P1,637$280.2K0.04%00.0%Unchanged
Ambassador Advisors, LLC1,633$279.5K0.04%+1,633New
Paul Damon & Associates, Inc.1,631$279.2K0.12%+1,631New
Legacy Wealth Partners, LLC1,628$278.7K0.07%+1,628New
Ridgepath Capital Management LLC2,080$278.5K0.13%00.0%Unchanged
EJMK Ventures LLC1,622$277.7K0.17%+1,622New
Gambit Capital Management, LLC1,619$277.1K0.20%+1,619New
Arrien Investments, Inc.1,615$276.5K0.16%−38−2.3%Reduced
Baker Tilly Wealth Management, LLC1,614$276.3K0.07%+91+6.0%Added
Connable Office Inc1,610$275.6K0.03%00.0%Unchanged
Community Financial Services Group, LLC1,610$275.6K0.05%00.0%Unchanged
Bogart Wealth, LLC1,608$275.3K0.01%+13+0.8%Added
Armis Advisers, LLC1,202$274.6K0.03%+1,202New
Motive Wealth Advisors1,602$274.2K0.12%−32−2.0%Reduced
Ingalls & Snyder LLC1,602$274.0K0.01%−90−5.3%Reduced
Smith Thornton Advisors LLC1,600$273.9K0.14%00.0%Unchanged
Intrua Financial, LLC1,600$273.9K0.03%+1,600New
Exchange Bank1,599$273.7K0.19%+102+6.8%Added
Washington Trust Co1,597$273.4K0.01%−81−4.8%Reduced
Beacon Investment Advisory Services, Inc.1,590$272.2K0.01%+1,590New
Investors Portfolio Services LLC1,585$271.8K0.24%+1,585New
Financial Partners Group, Inc1,162$271.3K0.03%+1,162New
Fortis Capital Management LLC1,578$270.2K0.04%+1,578New
Kickstand Ventures, LLC.1,572$269.1K0.06%+1,572New
CFC Planning Co LLC1,570$268.8K0.21%+1,570New
Activest Wealth Management1,568$268.4K0.05%+867+123.7%Added
Peterson Wealth Services1,564$267.6K0.07%+609+63.8%Added
Rialto Wealth Management, LLC1,563$267.6K0.06%+1,508+2,741.8%Added
Revere Asset Management, Inc1,563$267.6K0.09%−437−21.9%Reduced
KFA Private Wealth Group, LLC1,561$267.3K0.07%−5−0.3%Reduced
Wellington-Altus USA Inc.1,561$267.2K0.20%+1,561New
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,120$267.1K0.00%+500+80.6%Added
Graybill Bartz & Assoc Ltd1,560$267.0K0.08%−30−1.9%Reduced
Gilpin Wealth Management, LLC1,554$266.0K0.21%+1,554New
Reynders McVeigh Capital Management, LLC1,555$266.0K0.01%+2+0.1%Added
MCF Advisors LLC1,546$265.0K0.01%+60+4.0%Added
Oldfather Financial Services, LLC1,547$264.8K0.08%00.0%Unchanged
Altfest L J & Co Inc1,546$264.6K0.03%−8−0.5%Reduced
Integrated Investment Consultants, LLC1,543$264.1K0.05%−1,389−47.4%Reduced
Seldon Capital LP1,540$263.6K0.09%00.0%Unchanged
Collective Family Office LLC1,538$263.3K0.06%−100−6.1%Reduced
First Horizon Corp1,532$262.2K0.01%00.0%Unchanged
Main Street Research LLC1,524$261.3K0.01%+1,524New
Wealth Management Associates, Inc.1,526$261.2K0.09%−145−8.7%Reduced
Brown, Lisle/Cummings, Inc.1,521$260.4K0.06%00.0%Unchanged
Claudia M.P. Batlle, CRP (R) LLC1,521$260.4K0.10%−469−23.6%Reduced
Wealth Effects LLC1,520$260.2K0.08%00.0%Unchanged
T3 Companies, LLC1,512$258.8K0.33%+1,512New
LeConte Wealth Management, LLC1,507$258.0K0.17%+1,507New
Pflug Koory, LLC1,505$257.6K0.12%00.0%Unchanged
FSA Investment Group, LLC1,503$257.3K0.16%+34+2.3%Added
Builder Investment Group Inc1,500$256.8K0.06%00.0%Unchanged
Lantz Financial LLC1,498$256.4K0.05%−95−6.0%Reduced
Forbes J M & Co LLP1,496$256.1K0.02%00.0%Unchanged
Topsail Wealth Management, LLC1,493$256.0K0.04%00.0%Unchanged
AlTi Global, Inc.1,488$255.1K0.01%−8,366−84.9%Reduced
Cedarwood Wealth LLC1,143$254.7K0.28%+1,143New
SeaBridge Investment Advisors LLC1,485$254.2K0.04%−315−17.5%Reduced
Blue Zone Wealth Advisors, LLC1,480$253.3K0.05%+1,480New
Simplify Asset Management Inc.1,478$253.0K0.00%+1,478New
LRI Investments, LLC1,475$252.5K0.02%−321−17.9%Reduced
Reyes Financial Architecture, Inc.1,474$252.3K0.15%−2,384−61.8%Reduced
SK Wealth Management, LLC1,016$252.2K0.07%+1,016New
Benchmark Financial Wealth Advisors, LLC1,471$251.8K0.07%+1,471New
Impact Partnership Wealth, LLC1,470$251.7K0.03%−10,135−87.3%Reduced
Fortitude Advisory Group L.L.C.1,470$251.6K0.11%+1,470New
Allegiance Financial Group Advisory Services LLC1,470$251.6K0.05%+1,470New
Cape Investment Advisory, Inc.1,510$251.6K0.08%+1,495+9,966.7%Added
Aspiriant, LLC1,467$251.1K0.01%+1,467New
Strive Financial Group ,LLC1,466$250.9K0.13%+1,466New
Neo Ivy Capital Management1,463$250.4K0.04%−12,047−89.2%Reduced
Equitable Trust Co1,463$250.4K0.01%+1,463New
Prosperity Wealth Management, Inc.1,460$249.9K0.08%+1,460New
Tyche Wealth Partners LLC1,460$249.9K0.04%+1,460New
RB Capital Management, LLC1,459$249.8K0.05%−100−6.4%Reduced
waypoint wealth counsel1,457$249.4K0.09%+1,457New
NBT Bank N A321$248.2K0.02%+37+13.0%Added
Panoramic Capital Partners, LLC1,450$248.2K0.15%+1,450New
Ducere Wealth Management LLC1,449$248.0K0.10%+1,449New
Greenwich Wealth Management LLC1,449$248.0K0.01%−315−17.9%Reduced