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 |
|---|---|---|---|---|---|
| LSV Asset Management | 111,504 | $19.1M | 0.04% | −15,444−12.2% | Reduced |
| First Citizens Bank & Trust Co | 111,163 | $19.0M | 0.40% | −29,270−20.8% | Reduced |
| William Blair Investment Management, LLC | 110,668 | $18.9M | 0.05% | −1,732,948−94.0% | Reduced |
| YHB Investment Advisors, Inc. | 109,904 | $18.8M | 1.30% | +109,904 | New |
| Texas Capital Bank Wealth Management Services Inc | 109,828 | $18.8M | 1.08% | +3,614+3.4% | Added |
| Winmill & Co. Inc | 109,000 | $18.7M | 4.98% | 00.0% | Unchanged |
| Midwest Trust Co | 108,519 | $18.6M | 0.23% | −10,682−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 107,732 | $18.4M | 0.45% | +45,554+73.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 107,598 | $18.4M | 0.74% | −952−0.9% | Reduced |
| Carderock Capital Management Inc | 105,936 | $18.1M | 4.39% | −15,434−12.7% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 105,589 | $18.1M | 3.52% | −46,123−30.4% | Reduced |
| Jackson Wealth Management, LLC | 105,571 | $18.1M | 1.76% | +1,578+1.5% | Added |
| Banque Pictet & Cie SA | 104,821 | $17.9M | 0.18% | −51,793−33.1% | Reduced |
| TrimTabs Asset Management, LLC | 104,730 | $17.9M | 2.34% | +104,730 | New |
| Systematic Alpha Investments, LLC | 104,380 | $17.9M | 0.56% | −10.0% | Reduced |
| Gateway Investment Advisers LLC | 103,089 | $17.6M | 0.16% | −13,607−11.7% | Reduced |
| Nilsine Partners, LLC | 102,919 | $17.6M | 1.53% | −779−0.8% | Reduced |
| Concentric Capital Strategies, LP | 101,760 | $17.4M | 0.90% | +101,760 | New |
| Parkwood LLC | 101,512 | $17.4M | 1.48% | −2,503−2.4% | Reduced |
| Assenagon Asset Management S.A. | 101,045 | $17.3M | 0.03% | −719,958−87.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 100,721 | $17.2M | 0.13% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 100,250 | $17.2M | 1.92% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 100,000 | $17.1M | 0.25% | +100,000 | New |
| Rheos Capital Works Inc. | 99,500 | $17.0M | 1.09% | +99,500 | New |
| Larson Financial Group LLC | 98,633 | $16.9M | 0.56% | −13,056−11.7% | Reduced |
| Glenview Trust Co | 98,552 | $16.9M | 0.26% | +318+0.3% | Added |
| Baldwin Investment Management, LLC | 98,134 | $16.8M | 1.90% | −1,894−1.9% | Reduced |
| Miller Capital Partners, Inc. | 98,001 | $16.8M | 8.56% | +98,001 | New |
| Cullinan Associates Inc | 97,000 | $16.6M | 1.13% | 00.0% | Unchanged |
| Allstate Corp | 96,095 | $16.4M | 0.22% | +49,743+107.3% | Added |
| Point72 Asset Management, L.P. | 96,015 | $16.4M | 0.03% | +96,015 | New |
| Fiduciary Trust Co | 95,812 | $16.4M | 0.19% | −1,643−1.7% | Reduced |
| Jones Financial Companies LLLP | 95,758 | $16.4M | 0.01% | +10,481+12.3% | Added |
| Fusion Capital, LLC | 94,988 | $16.3M | 4.57% | −1,614−1.7% | Reduced |
| M&T Bank Corp | 94,704 | $16.2M | 0.05% | +9,907+11.7% | Added |
| Advisors Asset Management, Inc. | 94,695 | $16.2M | 0.27% | +9,448+11.1% | Added |
| Silvercrest Asset Management Group LLC | 94,602 | $16.2M | 0.11% | −67,327−41.6% | Reduced |
| MidFirst Bank | 94,537 | $16.2M | 1.29% | +94,537 | New |
| Jane Street Group, LLC | 94,239 | $16.1M | 0.02% | −1,337,143−93.4% | Reduced |
| Advisors Capital Management, LLC | 93,923 | $16.1M | 0.19% | −2,449−2.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 93,858 | $16.1M | 4.88% | −1,387−1.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 93,573 | $16.0M | 1.26% | −1,831−1.9% | Reduced |
| Prudential PLC | 92,304 | $15.8M | 0.13% | +16,247+21.4% | Added |
| Apriem Advisors | 91,958 | $15.7M | 1.44% | −5,347−5.5% | Reduced |
| Freestone Grove Partners LP | 91,722 | $15.7M | 0.11% | −64,188−41.2% | Reduced |
| Moran Wealth Management, LLC | 91,119 | $15.6M | 0.48% | +5,442+6.4% | Added |
| Generate Investment Management Ltd | 90,370 | $15.5M | 0.71% | −82,624−47.8% | Reduced |
| PEAK6 LLC | 89,733 | $15.4M | 0.42% | +89,733 | New |
| Sterling Capital Management LLC | 89,123 | $15.3M | 0.25% | +13,197+17.4% | Added |
| D.A. Davidson & Co. | 88,091 | $15.1M | 0.09% | −5,652−6.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 87,762 | $15.0M | 1.20% | +127+0.1% | Added |
| Polar Asset Management Partners Inc. | 87,739 | $15.0M | 0.30% | −21,880−20.0% | Reduced |
| Eldred Rock Partners, LLC | 87,617 | $15.0M | 3.89% | −93,986−51.8% | Reduced |
| LMR Partners LLP | 87,216 | $14.9M | 0.14% | −927−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 86,166 | $14.7M | 1.57% | −15,978−15.6% | Reduced |
| Genus Capital Management Inc. | 85,670 | $14.7M | 1.71% | −47,890−35.9% | Reduced |
| Insight Wealth Strategies, LLC | 85,222 | $14.6M | 1.67% | −14,156−14.2% | Reduced |
| Arvest Bank Trust Division | 85,080 | $14.6M | 0.79% | −2,276−2.6% | Reduced |
| Omers Administration Corp | 84,264 | $14.4M | 0.10% | +28,870+52.1% | Added |
| NatWest Group plc | 83,385 | $14.3M | 3.32% | −11,440−12.1% | Reduced |
| Mizuho Securities USA LLC | 91,456 | $14.3M | 0.24% | −724−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 83,307 | $14.3M | 0.12% | −14,934−15.2% | Reduced |
| ExodusPoint Capital Management, LP | 83,054 | $14.2M | 0.16% | −83,728−50.2% | Reduced |
| McBroom & Associates, LLC | 82,619 | $14.1M | 6.87% | −2,955−3.5% | Reduced |
| Aviance Capital Partners, LLC | 81,915 | $14.0M | 1.62% | −1,956−2.3% | Reduced |
| Heron Bay Capital Management | 81,512 | $14.0M | 2.66% | −8,821−9.8% | Reduced |
| Allworth Financial LP | 81,358 | $13.9M | 0.06% | +655+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 81,353 | $13.9M | 0.08% | −5,913−6.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 80,455 | $13.8M | 0.34% | −5,102−6.0% | Reduced |
| Kentucky Retirement Systems | 80,281 | $13.7M | 0.37% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 79,588 | $13.6M | 0.36% | +1,654+2.1% | Added |
| Picton Mahoney Asset Management | 79,491 | $13.6M | 0.15% | +79,491 | New |
| Central Bank & Trust Co | 79,447 | $13.6M | 2.10% | −1,044−1.3% | Reduced |
| Vestcor Inc | 78,932 | $13.5M | 0.39% | +4,430+5.9% | Added |
| Diversify Wealth Management, LLC | 62,834 | $13.5M | 0.63% | −2,923−4.4% | Reduced |
| Rokos Capital Management LLP | 78,481 | $13.4M | 0.20% | +78,481 | New |
| Fulcrum Capital LLC | 78,023 | $13.4M | 2.68% | +172+0.2% | Added |
| Carret Asset Management, LLC | 77,860 | $13.3M | 1.27% | −5,158−6.2% | Reduced |
| Concurrent Investment Advisors, LLC | 77,735 | $13.3M | 0.15% | +62,062+396.0% | Added |
| Black Creek Investment Management Inc. | 77,574 | $13.3M | 0.66% | −22,538−22.5% | Reduced |
| Van Hulzen Asset Management, LLC | 77,558 | $13.3M | 0.97% | −81,876−51.4% | Reduced |
| Robinhood Asset Management, LLC | 77,400 | $13.2M | 1.06% | +77,400 | New |
| Modera Wealth Management, LLC | 77,175 | $13.2M | 0.15% | −2,450−3.1% | Reduced |
| KWMG, LLC | 76,501 | $13.1M | 1.13% | −7,896−9.4% | Reduced |
| United Capital Financial Advisers, LLC | 76,368 | $13.1M | 0.08% | +1,498+2.0% | Added |
| Brinker Capital Investments, LLC | 76,329 | $13.1M | 0.10% | +7,111+10.3% | Added |
| Rench Wealth Management, Inc. | 76,282 | $13.1M | 3.85% | −6,247−7.6% | Reduced |
| First Manhattan Co | 75,673 | $13.0M | 0.03% | −261−0.3% | Reduced |
| Naples Global Advisors, LLC | 75,581 | $13.0M | 0.97% | −4,563−5.7% | Reduced |
| Employees Retirement System of Texas | 75,560 | $12.9M | 0.11% | 00.0% | Unchanged |
| South Dakota Investment Council | 75,469 | $12.9M | 0.25% | −7,925−9.5% | Reduced |
| Private Advisor Group, LLC | 75,275 | $12.9M | 0.06% | +11,769+18.5% | Added |
| Cookson Peirce & Co Inc | 75,113 | $12.9M | 0.53% | +64,603+614.7% | Added |
| KKM Financial LLC | 75,048 | $12.8M | 2.28% | +75,048 | New |
| LMCG Investments, LLC | 75,032 | $12.8M | 0.73% | −20,475−21.4% | Reduced |
| National Asset Management, Inc. | 74,318 | $12.7M | 0.60% | −6,146−7.6% | Reduced |
| MAI Capital Management | 74,007 | $12.7M | 0.07% | −961−1.3% | Reduced |
| Sierra Summit Advisors LLC | 73,880 | $12.6M | 1.94% | +221+0.3% | Added |
| Sitrin Capital Management LLC | 73,406 | $12.6M | 5.97% | −94−0.1% | Reduced |
| Westerkirk Capital Inc. | 73,320 | $12.6M | 1.22% | +30,200+70.0% | Added |