Skip to main content

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.

Institutional holdersQ4 2025: 2,396 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: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 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 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$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
Pittenger & Anderson Inc72,878$12.5M0.48%−2,141−2.9%Reduced
Sava Infond d.o.o.72,750$12.5M1.68%−6,900−8.7%Reduced
Institute for Wealth Management, LLC.72,697$12.4M1.32%−775−1.1%Reduced
Hartford Investment Management Co72,527$12.4M0.37%−1,602−2.2%Reduced
J. Safra Sarasin Holding AG72,503$12.4M0.20%+49,851+220.1%Added
Cercano Management LLC72,360$12.4M0.47%+63,800+745.3%Added
Tritonpoint Wealth, LLC72,195$12.4M1.25%−3,273−4.3%Reduced
Munich Reinsurance Co Stock Corp in Munich70,868$12.3M0.30%−125,223−63.9%Reduced
Morton Community Bank52,511$12.3M2.65%−2,443−4.4%Reduced
Hennion & Walsh Asset Management, Inc.71,213$12.2M0.42%+3,750+5.6%Added
Clear Street Group Inc.70,859$12.1M0.06%+50,782+252.9%Added
EFG International AG70,779$12.1M0.23%+70,779New
Blue Sparrow, LLC70,400$12.1M0.23%+70,400New
Jain Global LLC69,510$11.9M0.12%−86,435−55.4%Reduced
King Luther Capital Management Corp68,523$11.7M0.05%−30,518−30.8%Reduced
TD Waterhouse Canada Inc.68,335$11.7M0.07%+40,545+145.9%Added
Lombard Odier Asset Management (Switzerland) SA68,281$11.7M0.50%+43,828+179.2%Added
Whittier Trust Co56,421$11.7M0.13%−3,981−6.6%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management67,776$11.6M0.21%−1,773−2.5%Reduced
Eurizon SLJ Capital Ltd67,386$11.5M4.57%+67,386New
Professional Advisory Services Inc67,324$11.5M1.49%−5,486−7.5%Reduced
Westwood Holdings Group Inc.66,491$11.4M0.09%+66,491New
Merit Financial Group, LLC66,421$11.4M0.09%+26,262+65.4%Added
Commerce Bank65,467$11.2M0.06%−432−0.7%Reduced
Zweig-DiMenna Associates LLC65,400$11.2M0.79%+4,151+6.8%Added
Stanley-Laman Group, Ltd.65,385$11.2M1.43%−252−0.4%Reduced
BLI - Banque de Luxembourg Investments64,000$11.1M0.33%+10,000+18.5%Added
Gulf International Bank (UK) Ltd64,771$11.1M0.36%−140.0%Reduced
Amica Mutual Insurance Co63,912$10.9M0.95%00.0%Unchanged
Norden Group LLC62,760$10.7M1.05%+46,952+297.0%Added
Maryland State Retirement & Pension System62,673$10.7M0.22%−1,100−1.7%Reduced
F/M Investments LLC62,484$10.7M0.41%+5,099+8.9%Added
Strategic Global Advisors, LLC62,188$10.6M1.64%−1,390−2.2%Reduced
Beacon Pointe Advisors, LLC61,893$10.6M0.07%+12,130+24.4%Added
Groupe la Francaise61,770$10.6M0.15%+9,004+17.1%Added
Venture Visionary Partners LLC61,759$10.6M0.35%−29,905−32.6%Reduced
Sequoia Financial Advisors, LLC61,151$10.5M0.06%−10,492−14.6%Reduced
CAPROCK Group, Inc.60,934$10.4M0.22%+7,817+14.7%Added
Vise Technologies, Inc.60,986$10.4M0.20%+26,377+76.2%Added
Prospera Financial Services Inc60,949$10.4M0.17%−17,548−22.4%Reduced
VestGen Advisors, LLC60,912$10.4M0.44%+13,582+28.7%Added
Valley National Advisers Inc60,321$10.3M1.43%+302+0.5%Added
Principal Securities, Inc.60,252$10.3M0.16%+4,777+8.6%Added
Optiver Holding B.V.60,051$10.3M0.19%−75,869−55.8%Reduced
Laird Norton Trust Company, LLC59,844$10.3M0.21%+59,844New
Marco Investment Management LLC59,870$10.2M0.77%−400−0.7%Reduced
Moore Capital Management, LP59,425$10.2M0.21%+59,425New
NorthCrest Asset Manangement, LLC51,958$10.1M0.23%−1,573−2.9%Reduced
Fort Sheridan Advisors LLC58,854$10.1M1.28%+70.0%Added
Umb Bank N A58,485$10.0M0.13%−1,618−2.7%Reduced
Means Investment Co., Inc.58,411$10.0M0.84%−660−1.1%Reduced
E. Ohman J:or Asset Management AB58,191$9.96M0.23%+4,434+8.2%Added
Rockline Wealth Management, LLC58,055$9.94M2.03%+2,292+4.1%Added
Level Four Advisory Services, LLC57,885$9.91M0.32%−59,662−50.8%Reduced
New Mexico Educational Retirement Board57,830$9.90M0.30%00.0%Unchanged
Ravenswood Partners LP57,100$9.77M3.26%−18,536−24.5%Reduced
Oppenheimer & Co Inc57,088$9.77M0.14%+37,933+198.0%Added
Siemens Fonds Invest GmbH56,125$9.75M0.52%−4,790−7.9%Reduced
Ameritas Investment Partners, Inc.56,650$9.70M0.30%+2,904+5.4%Added
Johnson Financial Group, Inc.56,450$9.68M0.36%−6,342−10.1%Reduced
Caisse des Depots Et Consignations56,160$9.61M0.22%−6,461−10.3%Reduced
Platinum Investment Management Ltd55,845$9.56M2.21%−519,524−90.3%Reduced
Pacifica Partners Inc.51,331$9.50M4.22%−1,602−3.0%Reduced
Oak Associates, Ltd55,438$9.49M0.57%−2,200−3.8%Reduced
Foundations Investment Advisors, LLC55,370$9.48M0.12%+12,106+28.0%Added
L & S Advisors Inc55,266$9.46M0.87%+55,266New
Midwest Professional Planners, LTD.54,590$9.34M2.21%+2,111+4.0%Added
Plato Investment Management Ltd54,297$9.34M0.61%+3,989+7.9%Added
China Universal Asset Management Co., Ltd.54,487$9.34M0.72%+4,576+9.2%Added
Soltis Investment Advisors LLC54,384$9.31M0.61%−7,060−11.5%Reduced
Pine Valley Investments Ltd Liability Co54,040$9.26M0.46%+8,427+18.5%Added
River Wealth Advisors LLC53,959$9.24M1.04%−3,765−6.5%Reduced
Farmers Trust Co53,861$9.22M1.50%−2,849−5.0%Reduced
Northwest Bancshares, Inc.53,647$9.18M1.77%−12,136−18.4%Reduced
Atria Investments LLC53,515$9.16M0.10%−5,669−9.6%Reduced
Fisher Funds Management LTD53,433$9.13M0.24%00.0%Unchanged
Fideuram - Intesa Sanpaolo Private Banking S.P.A.52,765$9.03M0.32%+52,765New
Diversify Advisory Services, LLC40,311$8.99M0.28%+1,471+3.8%Added
Azzad Asset Management Inc52,503$8.99M0.88%+224+0.4%Added
Ballentine Partners, LLC52,285$8.95M0.13%−209−0.4%Reduced
Weiss Asset Management LP52,020$8.90M0.13%−78,130−60.0%Reduced
Greenleaf Trust51,981$8.90M0.08%+384+0.7%Added
Boothbay Fund Management, LLC51,652$8.84M0.23%−13,007−20.1%Reduced
Stiles Financial Services Inc51,533$8.82M2.72%−1,962−3.7%Reduced
Patton Fund Management, Inc.51,435$8.80M1.18%+49,397+2,423.8%Added
Elemental Capital Partners LLC51,302$8.78M4.67%+2,802+5.8%Added
Acumen Wealth Advisors, LLC51,051$8.75M2.52%+51,051New
Kingsview Wealth Management, LLC51,078$8.74M0.13%−1,838−3.5%Reduced
Algert Global LLC51,035$8.74M0.14%+48,562+1,963.7%Added
Strategic Financial Services, Inc,37,744$8.72M0.40%−885−2.3%Reduced
Metis Global Partners, LLC50,623$8.67M0.20%−3,095−5.8%Reduced
BCJ Capital Management, LLC50,412$8.63M0.50%+22,166+78.5%Added
Scotia Capital Inc.50,254$8.60M0.03%+38,639+332.7%Added
CWA Asset Management Group, LLC50,210$8.60M0.31%+2,613+5.5%Added
Evoke Wealth, LLC50,132$8.59M0.17%+39,624+377.1%Added
Rodgers Brothers Inc.50,200$8.59M1.03%−1,275−2.5%Reduced
AG2R la Mondiale Gestion D'Actifs50,199$8.59M0.38%+2,227+4.6%Added
J. Goldman & Co LP50,118$8.58M0.33%−74,046−59.6%Reduced
Crown Advisors Management, Inc.50,000$8.56M5.63%00.0%Unchanged
Alight Capital Management LP50,000$8.56M2.29%+20,000+66.7%Added