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 |
|---|---|---|---|---|---|
| Telemark Asset Management, LLC | 50,000 | $8.56M | 0.85% | +25,000+100.0% | Added |
| Farther Finance Advisors, LLC | 49,779 | $8.52M | 0.09% | +19,254+63.1% | Added |
| Capital Investment Advisors, LLC | 49,450 | $8.46M | 0.13% | −487−1.0% | Reduced |
| Martingale Asset Management L P | 49,161 | $8.42M | 0.21% | +39,156+391.4% | Added |
| Harber Asset Management LLC | 48,600 | $8.32M | 3.49% | −49,006−50.2% | Reduced |
| Financial Advisory Service, Inc. | 48,563 | $8.31M | 0.54% | +2,411+5.2% | Added |
| Himension Fund | 48,389 | $8.28M | 0.51% | −28,329−36.9% | Reduced |
| Harbour Capital Advisors, LLC | 43,702 | $8.09M | 1.65% | −1,148−2.6% | Reduced |
| Seizert Capital Partners, LLC | 47,177 | $8.08M | 0.34% | −31,539−40.1% | Reduced |
| American Trust Investment Advisors, LLC | 47,144 | $8.07M | 4.32% | +120.0% | Added |
| EP Wealth Advisors, LLC | 46,722 | $8.00M | 0.04% | +46,722 | New |
| Axecap Investments, LLC | 46,588 | $7.97M | 4.92% | +46,588 | New |
| MASTERINVEST Kapitalanlage GmbH | 45,711 | $7.94M | 0.75% | +7,377+19.2% | Added |
| Calamos Wealth Management LLC | 46,392 | $7.94M | 0.28% | +16,724+56.4% | Added |
| Scott & Selber, Inc. | 45,899 | $7.86M | 1.97% | −1,652−3.5% | Reduced |
| Keybank National Association | 45,857 | $7.85M | 0.03% | −491−1.1% | Reduced |
| Charter Trust Co | 45,806 | $7.84M | 0.45% | −6,585−12.6% | Reduced |
| Argent Trust Co | 45,511 | $7.79M | 0.27% | −3,390−6.9% | Reduced |
| Joseph Group Capital Management | 45,501 | $7.79M | 2.05% | −1,726−3.7% | Reduced |
| Bailard, Inc. | 45,497 | $7.79M | 0.17% | −13,285−22.6% | Reduced |
| Cavalier Investments, LLC | 45,459 | $7.78M | 2.42% | +45,459 | New |
| Empirical Finance, LLC | 45,119 | $7.72M | 0.37% | −3,957−8.1% | Reduced |
| Kinneret Advisory, LLC | 44,733 | $7.67M | 0.65% | −1,224−2.7% | Reduced |
| Banque Cantonale Vaudoise | 44,785 | $7.67M | 0.27% | −6,656−12.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,678 | $7.65M | 0.26% | +1,542+3.6% | Added |
| Jump Financial, LLC | 44,614 | $7.64M | 0.10% | −129,129−74.3% | Reduced |
| V-Square Quantitative Management LLC | 44,406 | $7.60M | 0.79% | −5,649−11.3% | Reduced |
| Perigon Wealth Management, LLC | 44,366 | $7.59M | 0.14% | −655−1.5% | Reduced |
| La Banque Postale Asset Management SA | 44,242 | $7.57M | 0.09% | +19,852+81.4% | Added |
| Intech Investment Management LLC | 44,225 | $7.57M | 0.07% | +8,947+25.4% | Added |
| Impax Asset Management Group plc | 44,180 | $7.56M | 0.05% | +31,667+253.1% | Added |
| Prime Capital Investment Advisors, LLC | 44,179 | $7.56M | 0.09% | −712−1.6% | Reduced |
| CCM Investment Advisers LLC | 43,920 | $7.52M | 0.72% | −635−1.4% | Reduced |
| NRI Wealth Management LC | 43,911 | $7.52M | 3.83% | +368+0.8% | Added |
| CIBC Private Wealth Group, LLC | 43,871 | $7.51M | 0.01% | +4,823+12.4% | Added |
| North Dakota State Investment Board | 43,864 | $7.51M | 0.28% | +43,864 | New |
| Bokf, NA | 43,661 | $7.47M | 0.11% | −7,487−14.6% | Reduced |
| Independent Advisor Alliance | 43,542 | $7.45M | 0.18% | +2,018+4.9% | Added |
| Pincus Capital Management, LP | 42,972 | $7.36M | 4.91% | +42,972 | New |
| Hohimer Wealth Management, LLC | 42,961 | $7.35M | 0.99% | −137−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 42,795 | $7.33M | 0.69% | +559+1.3% | Added |
| Blair William & Co | 42,636 | $7.30M | 0.02% | −12,770−23.0% | Reduced |
| Summit Trail Advisors, LLC | 42,532 | $7.29M | 0.13% | −5,989−12.3% | Reduced |
| Socorro Asset Management LP | 42,544 | $7.28M | 2.82% | −10,681−20.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 42,425 | $7.26M | 0.74% | −25−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 41,159 | $7.24M | 3.41% | −12,245−22.9% | Reduced |
| Brentview Investment Management LLC | 42,273 | $7.24M | 3.27% | +66+0.2% | Added |
| Wealthcare Advisory Partners LLC | 42,191 | $7.22M | 0.14% | −10,690−20.2% | Reduced |
| BNC Wealth Management, LLC | 41,869 | $7.17M | 1.84% | +1,113+2.7% | Added |
| Nikulski Financial, Inc. | 41,818 | $7.16M | 1.71% | −9,523−18.5% | Reduced |
| Evolve Private Wealth, LLC | 41,550 | $7.12M | 0.42% | +41,550 | New |
| MIG Capital, LLC | 41,595 | $7.12M | 1.21% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 41,556 | $7.11M | 1.70% | −313−0.7% | Reduced |
| Quadrant Capital Group LLC | 40,874 | $7.00M | 0.21% | −181−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 40,800 | $6.98M | 0.25% | −1,138−2.7% | Reduced |
| Apollon Wealth Management, LLC | 40,544 | $6.94M | 0.12% | +4,828+13.5% | Added |
| DSG Capital Advisors, LLC | 31,851 | $6.93M | 1.06% | −463−1.4% | Reduced |
| Birchview Capital, LP | 40,329 | $6.90M | 4.04% | +40,329 | New |
| Northwestern Mutual Investment Management Company, LLC | 40,132 | $6.87M | 0.08% | −205−0.5% | Reduced |
| Asio Capital, LLC | 40,012 | $6.85M | 0.97% | −449−1.1% | Reduced |
| Viking Fund Management LLC | 40,000 | $6.85M | 0.79% | −30,000−42.9% | Reduced |
| Artemis Wealth Advisors, LLC | 40,000 | $6.85M | 1.14% | +10,000+33.3% | Added |
| PKO Investment Management Joint-Stock Co | 40,000 | $6.85M | 0.55% | +15,000+60.0% | Added |
| Cetera Trust Company, N.A | 39,910 | $6.83M | 3.65% | −850−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 39,838 | $6.82M | 1.01% | +1,008+2.6% | Added |
| Fred Alger Management, LLC | 39,481 | $6.77M | 0.03% | +1,184+3.1% | Added |
| Umpqua Bank | 39,520 | $6.77M | 1.88% | −5,322−11.9% | Reduced |
| Camarda Financial Advisors, LLC | 39,506 | $6.76M | 2.57% | −4,916−11.1% | Reduced |
| Meeder Advisory Services, Inc. | 39,347 | $6.74M | 0.29% | +2,774+7.6% | Added |
| Traynor Capital Management, Inc. | 39,331 | $6.73M | 0.37% | +53+0.1% | Added |
| Intrust Bank NA | 39,284 | $6.72M | 0.56% | −698−1.7% | Reduced |
| Convergence Investment Partners, LLC | 39,274 | $6.72M | 1.34% | +2,059+5.5% | Added |
| Mission Wealth Management, LP | 39,142 | $6.70M | 0.14% | −5,434−12.2% | Reduced |
| Synergy Financial Management, LLC | 39,136 | $6.70M | 0.70% | −62,445−61.5% | Reduced |
| Monetary Management Group Inc | 39,120 | $6.70M | 1.55% | −2,865−6.8% | Reduced |
| Bessemer Group Inc | 38,642 | $6.62M | 0.01% | +8,912+30.0% | Added |
| Glass Wealth Management Co LLC | 38,594 | $6.61M | 2.71% | +4,215+12.3% | Added |
| Capital Advisors Inc | 38,411 | $6.58M | 0.11% | +8,398+28.0% | Added |
| Bleakley Financial Group, LLC | 37,689 | $6.45M | 0.11% | +3,396+9.9% | Added |
| Liontrust Investment Partners LLP | 37,551 | $6.43M | 0.10% | −36,517−49.3% | Reduced |
| Mather Group, LLC. | 37,331 | $6.39M | 0.07% | −4,978−11.8% | Reduced |
| Brown Advisory Inc | 36,420 | $6.23M | 0.01% | +1,634+4.7% | Added |
| Generali Investments, Management Co LLC | 36,274 | $6.21M | 1.24% | +13,878+62.0% | Added |
| Catalytic Wealth RIA, LLC | 36,220 | $6.20M | 0.23% | −17,427−32.5% | Reduced |
| Simplex Trading, LLC | 35,760 | $6.12M | 0.17% | +35,760 | New |
| Callan Family Office, LLC | 35,632 | $6.10M | 0.13% | +10,718+43.0% | Added |
| Howard Capital Management Inc. | 35,413 | $6.06M | 0.08% | +814+2.4% | Added |
| Mill Capital Management, LLC | 35,150 | $6.02M | 0.43% | +150+0.4% | Added |
| Morningstar Investment Management LLC | 35,120 | $6.01M | 0.35% | −9,245−20.8% | Reduced |
| Tiaa Trust, National Association | 34,925 | $5.98M | 0.01% | +1,220+3.6% | Added |
| Cypress Capital Group | 34,918 | $5.98M | 0.67% | +2,026+6.2% | Added |
| Diversified Trust Co | 34,912 | $5.98M | 0.11% | +2,990+9.4% | Added |
| Navellier & Associates Inc | 34,600 | $5.92M | 0.66% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 34,421 | $5.89M | 0.95% | +502+1.5% | Added |
| RSM US Wealth Management LLC | 33,321 | $5.85M | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 34,189 | $5.85M | 0.80% | −1,531−4.3% | Reduced |
| Securian Asset Management, Inc | 34,153 | $5.85M | 0.22% | −26,968−44.1% | Reduced |
| Tema ETFs LLC | 34,129 | $5.84M | 0.45% | −1,956−5.4% | Reduced |
| Westhampton Capital, LLC | 34,104 | $5.84M | 2.76% | −193−0.6% | Reduced |
| Conning Inc. | 34,023 | $5.82M | 0.20% | −12,252−26.5% | Reduced |