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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 218,952 | $37.5M | 0.19% | −9,957−4.3% | Reduced |
| Huntington National Bank | 216,858 | $37.1M | 0.22% | −10,352−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 215,827 | $37.0M | 1.22% | +197,066+1,050.4% | Added |
| JustInvest LLC | 215,549 | $36.9M | 0.36% | +9,578+4.7% | Added |
| Kames Capital plc | 214,693 | $36.7M | 0.44% | +57,648+36.7% | Added |
| Renaissance Group LLC | 212,782 | $36.4M | 1.46% | +201,680+1,816.6% | Added |
| Federation des caisses Desjardins du Quebec | 211,331 | $36.2M | 0.14% | +25,306+13.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 210,534 | $36.0M | 0.31% | +207,469+6,769.0% | Added |
| Dana Investment Advisors, Inc. | 210,057 | $36.0M | 1.05% | −90,685−30.2% | Reduced |
| Utah Retirement Systems | 210,036 | $36.0M | 0.34% | −1,167−0.6% | Reduced |
| Raiffeisen Bank International AG | 204,673 | $35.6M | 0.46% | +15,829+8.4% | Added |
| Harbor Island Capital LLC | 200,963 | $34.4M | 13.19% | −29,837−12.9% | Reduced |
| AE Wealth Management LLC | 199,706 | $34.2M | 0.20% | +143,739+256.8% | Added |
| Kempen Capital Management N.V. | 198,425 | $34.0M | 0.29% | +144,861+270.4% | Added |
| MML Investors Services, LLC | 197,799 | $33.9M | 0.08% | −2,429−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 150,431 | $33.5M | 1.95% | −37,875−20.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 192,253 | $32.9M | 0.27% | −14,033−6.8% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 190,615 | $32.6M | 2.93% | −19,585−9.3% | Reduced |
| MUFG Securities EMEA plc | 188,492 | $32.3M | 0.38% | +87,267+86.2% | Added |
| New York Life Investment Management LLC | 186,901 | $32.0M | 0.28% | +1,121+0.6% | Added |
| OP Asset Management Ltd | 186,127 | $31.9M | 0.39% | +6,678+3.7% | Added |
| Profund Advisors LLC | 185,913 | $31.8M | 0.97% | +10,090+5.7% | Added |
| Public Sector Pension Investment Board | 185,250 | $31.7M | 0.11% | −617,759−76.9% | Reduced |
| Ethic Inc. | 183,536 | $31.4M | 0.48% | −215−0.1% | Reduced |
| Yousif Capital Management, LLC | 140,246 | $31.2M | 0.34% | −7,199−4.9% | Reduced |
| Voleon Capital Management LP | 179,600 | $30.7M | 0.66% | −82,819−31.6% | Reduced |
| Baker Avenue Asset Management, LP | 176,975 | $30.3M | 0.70% | −22,912−11.5% | Reduced |
| Maplelane Capital, LLC | 170,000 | $29.1M | 1.65% | +78,000+84.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 168,519 | $28.8M | 0.23% | +5,551+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 168,345 | $28.8M | 0.08% | +15,681+10.3% | Added |
| Gradient Investments LLC | 168,110 | $28.8M | 0.46% | −83,483−33.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 166,752 | $28.5M | 1.61% | +155,276+1,353.0% | Added |
| Advisory Services Network, LLC | 166,304 | $28.5M | 0.40% | −778−0.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 164,288 | $28.1M | 3.91% | −90−0.1% | Reduced |
| Braun Stacey Associates Inc | 163,347 | $28.0M | 0.91% | −33,311−16.9% | Reduced |
| Public Employees Retirement Association of Colorado | 161,231 | $27.6M | 0.10% | −3,334−2.0% | Reduced |
| GWM Advisors LLC | 159,414 | $27.3M | 0.10% | +24,688+18.3% | Added |
| Holocene Advisors, LP | 159,324 | $27.3M | 0.06% | −116,884−42.3% | Reduced |
| Linscomb & Williams, Inc. | 157,698 | $27.0M | 1.13% | −7,958−4.8% | Reduced |
| Harvest Fund Management Co., Ltd | 156,451 | $26.8M | 1.01% | +34,906+28.7% | Added |
| Mutual of America Capital Management LLC | 156,015 | $26.7M | 0.28% | −13,245−7.8% | Reduced |
| Kestra Advisory Services, LLC | 155,250 | $26.6M | 0.11% | +10,997+7.6% | Added |
| Covington Investment Advisors Inc. | 152,604 | $26.1M | 3.57% | −19,676−11.4% | Reduced |
| Nemes Rush Group LLC | 152,162 | $26.0M | 2.45% | −4,528−2.9% | Reduced |
| Discovery Capital Management, LLC | 151,900 | $26.0M | 1.41% | +151,900 | New |
| Vident Advisory, LLC | 151,646 | $26.0M | 0.24% | +29,231+23.9% | Added |
| Wealthfront Advisers LLC | 151,372 | $25.9M | 0.06% | +23,240+18.1% | Added |
| Canada Post Corp Registered Pension Plan | 151,026 | $25.9M | 0.98% | −2,289−1.5% | Reduced |
| Capco Asset Management, LLC | 149,560 | $25.6M | 6.26% | −2,659−1.7% | Reduced |
| Fifth Third Bancorp | 148,615 | $25.4M | 0.08% | −4,838−3.2% | Reduced |
| Louisiana State Employees Retirement System | 148,200 | $25.4M | 0.44% | −10,500−6.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 147,798 | $25.3M | 0.15% | +52,798+55.6% | Added |
| Cozad Asset Management Inc | 145,177 | $24.9M | 1.93% | −26,828−15.6% | Reduced |
| Oregon Public Employees Retirement Fund | 143,856 | $24.6M | 0.31% | −800−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 141,819 | $24.3M | 0.21% | +51,490+57.0% | Added |
| Arbejdsmarkedets Tillaegspension | 140,275 | $24.0M | 0.61% | +140,275 | New |
| Hosking Partners LLP | 138,487 | $23.7M | 0.81% | −21,668−13.5% | Reduced |
| Terry L. Blaker | 137,998 | $23.6M | 0.87% | −1,326−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 137,231 | $23.5M | 0.29% | +59,842+77.3% | Added |
| Verition Fund Management LLC | 136,300 | $23.3M | 0.13% | −76,035−35.8% | Reduced |
| Woodline Partners LP | 135,723 | $23.2M | 0.09% | −292,915−68.3% | Reduced |
| Summit Street Capital Management, LLC | 135,187 | $23.1M | 3.64% | −69,065−33.8% | Reduced |
| Assetmark, Inc | 134,632 | $23.0M | 0.05% | −149,625−52.6% | Reduced |
| Benjamin Edwards Inc | 134,599 | $23.0M | 0.26% | −38,667−22.3% | Reduced |
| Mizuho Markets Americas LLC | 134,000 | $22.9M | 0.49% | 00.0% | Unchanged |
| Tower Bridge Advisors | 133,721 | $22.9M | 2.31% | −3,336−2.4% | Reduced |
| Motley Fool Asset Management LLC | 133,447 | $22.8M | 0.89% | +29,446+28.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 132,491 | $22.7M | 0.08% | −27,271−17.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 132,000 | $22.6M | 0.64% | +132,000 | New |
| Crossmark Global Holdings, Inc. | 131,690 | $22.5M | 0.32% | +3,082+2.4% | Added |
| CWM, LLC | 130,992 | $22.4M | 0.06% | +6,709+5.4% | Added |
| Ofi Invest Asset Management | 149,564 | $22.0M | 0.31% | +148,202+10,881.2% | Added |
| Abn Amro Investment Solutions | 124,647 | $21.3M | 0.32% | +84,170+207.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 124,580 | $21.3M | 0.55% | +57,737+86.4% | Added |
| Cullen/Frost Bankers, Inc. | 124,531 | $21.3M | 0.23% | −1,907−1.5% | Reduced |
| State of Alaska, Department of Revenue | 124,253 | $21.3M | 0.23% | −11,120−8.2% | Reduced |
| Hancock Whitney Corp | 123,983 | $21.2M | 0.38% | −76−0.1% | Reduced |
| Great Lakes Advisors, LLC | 123,636 | $21.2M | 0.17% | +469+0.4% | Added |
| ASR Vermogensbeheer N.V. | 122,532 | $21.0M | 0.24% | +3,373+2.8% | Added |
| Sanctuary Advisors, LLC | 122,204 | $20.9M | 0.11% | +7,677+6.7% | Added |
| HB Wealth Management, LLC | 121,992 | $20.9M | 0.14% | −2,007−1.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 120,731 | $20.7M | 0.07% | −75,918−38.6% | Reduced |
| Laffer Tengler Investments | 120,333 | $20.6M | 3.13% | +3,936+3.4% | Added |
| Global X Japan Co., Ltd. | 119,985 | $20.5M | 1.56% | +85,181+244.7% | Added |
| Horizon Investments, LLC | 119,878 | $20.5M | 0.26% | −17,346−12.6% | Reduced |
| Investment Management Corp of Ontario | 119,818 | $20.5M | 0.27% | +49,856+71.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 117,395 | $20.1M | 0.11% | +15,195+14.9% | Added |
| Sienna Gestion | 115,820 | $20.0M | 1.22% | −12,840−10.0% | Reduced |
| TruWealth Advisors, LLC | 116,901 | $20.0M | 0.98% | −545−0.5% | Reduced |
| Science & Technology Partners, L.P. | 116,800 | $20.0M | 5.59% | +29,100+33.2% | Added |
| Norinchukin Bank, The | 116,660 | $20.0M | 0.23% | +10,585+10.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,515 | $19.9M | 0.91% | +116,515 | New |
| Paradiem, LLC | 116,490 | $19.9M | 4.77% | −88,440−43.2% | Reduced |
| Baker Ellis Asset Management LLC | 116,472 | $19.9M | 2.40% | −3,940−3.3% | Reduced |
| Generali Asset Management SPA SGR | 115,412 | $19.8M | 0.40% | −15,309−11.7% | Reduced |
| GDS Wealth Management | 115,192 | $19.7M | 1.23% | −2,918−2.5% | Reduced |
| Groupama Asset Managment | 115,073 | $19.7M | 0.29% | −3,506−3.0% | Reduced |
| Avanza Fonder AB | 114,313 | $19.6M | 0.50% | −4,152−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 112,515 | $19.3M | 0.22% | +984+0.9% | Added |
| Arkadios Wealth Advisors | 111,766 | $19.1M | 0.38% | +12,938+13.1% | Added |