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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| Skye Global Management LP | 0 | $0 | 0.00% | −342,000−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −314,949−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −314,095−100.0% | Sold out |
| Spinecap SAS | 0 | $0 | 0.00% | −265,049−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −174,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −169,799−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −125,552−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −128,092−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −120,436−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −83,501−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −70,563−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −67,703−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −67,229−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −66,389−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −64,034−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −49,925−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −52,960−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −52,132−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −42,420−100.0% | Sold out |
| Peregrine Investment Management Inc | 0 | $0 | 0.00% | −42,080−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −39,227−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −41,003−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −35,910−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −34,993−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −28,135−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −25,283−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −24,434−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,507−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,438−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −21,051−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −20,044−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −19,287−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −19,173−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,094−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −17,627−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,982−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −14,915−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −12,774−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −15,659−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,392−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −9,753−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −8,005−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −7,350−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −7,115−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| LVM Capital Management Ltd | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Kingsman Wealth Management, Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,116−100.0% | Sold out |
| Cascades Capital Asset Management, LLC | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Hobbs Wealth Management, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| STAR Financial Bank | 0 | $0 | 0.00% | −3,140−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Copley Financial Group, Inc. | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |