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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 33,972 | $5.82M | 0.20% | −5,958−14.9% | Reduced |
| MUFG Securities Americas Inc. | 33,838 | $5.79M | 0.36% | −291−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $5.76M | 0.37% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 33,601 | $5.75M | 1.69% | −388−1.1% | Reduced |
| MV Capital Management, Inc. | 33,354 | $5.71M | 0.55% | +158+0.5% | Added |
| We Are One Seven, LLC | 33,197 | $5.68M | 0.12% | −199−0.6% | Reduced |
| GAMMA Investing LLC | 33,194 | $5.68M | 0.29% | +2,745+9.0% | Added |
| Smartleaf Asset Management LLC | 32,635 | $5.67M | 0.21% | +8,000+32.5% | Added |
| Chicago Trust Co NA | 33,122 | $5.67M | 0.89% | +22+0.1% | Added |
| Primoris Wealth Advisors, LLC | 33,072 | $5.66M | 3.39% | 00.0% | Unchanged |
| Wahed Invest LLC | 33,056 | $5.66M | 0.75% | −1,871−5.4% | Reduced |
| Childress Capital Advisors, LLC | 32,923 | $5.64M | 0.91% | −3,661−10.0% | Reduced |
| Axxcess Wealth Management, LLC | 32,807 | $5.62M | 0.10% | +19,142+140.1% | Added |
| Heartland Advisors Inc | 32,750 | $5.61M | 0.30% | −27,159−45.3% | Reduced |
| Commonwealth Retirement Investments LLC | 32,491 | $5.56M | 1.79% | −4,973−13.3% | Reduced |
| Probity Advisors, Inc. | 32,431 | $5.55M | 0.89% | −2,858−8.1% | Reduced |
| Precedent Wealth Partners, LLC | 32,111 | $5.50M | 1.15% | −1,553−4.6% | Reduced |
| Webster Bank, N. A. | 32,094 | $5.49M | 0.52% | +6,151+23.7% | Added |
| Cornerstone Wealth Group, LLC | 32,011 | $5.48M | 0.37% | +27,734+648.4% | Added |
| Secure Asset Management, LLC | 32,004 | $5.48M | 0.86% | +32,004 | New |
| Proficio Capital Partners LLC | 31,942 | $5.47M | 0.38% | −400−1.2% | Reduced |
| Fortem Financial Group, LLC | 31,700 | $5.43M | 1.45% | +2,050+6.9% | Added |
| Ritholtz Wealth Management | 31,667 | $5.42M | 0.10% | +4,118+14.9% | Added |
| Summit Financial, LLC | 31,414 | $5.39M | 0.08% | +13,335+73.8% | Added |
| NWK Group, Inc. | 31,305 | $5.36M | 1.86% | +31,305 | New |
| Community Bank, N.A. | 31,286 | $5.36M | 0.63% | −900−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 31,176 | $5.34M | 0.07% | −1,553−4.7% | Reduced |
| Kovack Advisors, Inc. | 31,022 | $5.31M | 0.25% | +24,168+352.6% | Added |
| Simplicity Wealth,LLC | 30,989 | $5.30M | 0.32% | +826+2.7% | Added |
| Global Retirement Partners, LLC | 30,902 | $5.29M | 0.09% | +14,455+87.9% | Added |
| Wedmont Private Capital | 26,007 | $5.28M | 0.18% | +768+3.0% | Added |
| Signaturefd, LLC | 30,690 | $5.25M | 0.08% | −291−0.9% | Reduced |
| Krilogy Financial LLC | 23,527 | $5.24M | 0.18% | −3,990−14.5% | Reduced |
| First American Trust, FSB | 30,376 | $5.20M | 0.36% | −30−0.1% | Reduced |
| FourThought Financial Partners, LLC | 30,372 | $5.20M | 0.44% | −2,077−6.4% | Reduced |
| E20 Capital Ltd | 30,282 | $5.18M | 1.87% | +30,282 | New |
| Mainstay Capital Management LLC | 30,146 | $5.16M | 0.40% | +328+1.1% | Added |
| CX Institutional | 29,893 | $5.12M | 0.15% | −1,788−5.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,860 | $5.11M | 0.35% | +1,771+6.3% | Added |
| Loup Funds, LLC | 29,822 | $5.10M | 1.49% | +29,822 | New |
| SeaCrest Wealth Management, LLC | 24,824 | $5.04M | 0.51% | +6,333+34.2% | Added |
| Fideuram Asset Management (Ireland) dac | 58,623 | $5.04M | 0.40% | +58,623 | New |
| Romano Brothers and Company | 29,335 | $5.02M | 0.57% | −90−0.3% | Reduced |
| Foster & Motley Inc | 29,273 | $5.01M | 0.27% | −267−0.9% | Reduced |
| Montag A & Associates Inc | 29,178 | $5.00M | 0.23% | −22,466−43.5% | Reduced |
| Ellsworth Advisors, LLC | 22,959 | $4.99M | 0.99% | −1,128−4.7% | Reduced |
| Martin Capital Advisors, LLP | 28,892 | $4.95M | 2.90% | −410−1.4% | Reduced |
| Everence Capital Management Inc | 28,890 | $4.95M | 0.29% | 00.0% | Unchanged |
| Dakota Wealth Management | 28,731 | $4.92M | 0.09% | +18,992+195.0% | Added |
| Empower Advisory Group, LLC | 28,611 | $4.90M | 0.01% | −984−3.3% | Reduced |
| Green Alpha Advisors, LLC | 28,566 | $4.89M | 4.48% | −715−2.4% | Reduced |
| 180 Wealth Advisors, LLC | 28,475 | $4.87M | 0.55% | +4,173+17.2% | Added |
| Genesis Financial Group, LLC | 28,363 | $4.86M | 2.82% | +28,363 | New |
| SevenBridge Financial Group, LLC | 21,723 | $4.84M | 0.78% | −2,740−11.2% | Reduced |
| HighPoint Advisor Group LLC | 28,262 | $4.84M | 0.11% | +6,148+27.8% | Added |
| Advisory Research Inc | 28,106 | $4.81M | 0.60% | +473+1.7% | Added |
| Bamco Inc | 28,029 | $4.80M | 0.01% | +14,500+107.2% | Added |
| L2 Asset Management, LLC | 27,926 | $4.78M | 0.64% | +10,536+60.6% | Added |
| MWA Asset Management | 27,903 | $4.78M | 2.66% | −2,530−8.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 27,830 | $4.76M | 1.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 27,798 | $4.76M | 0.28% | +865+3.2% | Added |
| Resources Management Corp | 27,652 | $4.73M | 0.61% | −480−1.7% | Reduced |
| Stephens Inc | 27,626 | $4.73M | 0.06% | −6,676−19.5% | Reduced |
| one8zero8, LLC | 27,540 | $4.71M | 1.03% | −2,000−6.8% | Reduced |
| Leavell Investment Management, Inc. | 27,485 | $4.71M | 0.20% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 27,383 | $4.69M | 1.27% | −8,658−24.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 27,385 | $4.69M | 0.59% | −5,260−16.1% | Reduced |
| Bryn Mawr Trust Co | 27,326 | $4.68M | 0.11% | −92−0.3% | Reduced |
| Hel Ved Capital Management Ltd | 27,274 | $4.67M | 1.61% | +27,274 | New |
| WealthShield Partners, LLC | 27,214 | $4.66M | 0.51% | −767−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27,145 | $4.65M | 0.01% | +9,737+55.9% | Added |
| Decker Retirement Planning Inc. | 27,136 | $4.65M | 2.31% | +27,136 | New |
| Boston Private Wealth LLC | 27,011 | $4.62M | 0.27% | −1,223−4.3% | Reduced |
| WCG Wealth Advisors LLC | 26,994 | $4.62M | 0.13% | +11,191+70.8% | Added |
| Westpac Banking Corp | 26,992 | $4.62M | 0.29% | +7,187+36.3% | Added |
| Hilltop Holdings Inc. | 26,985 | $4.62M | 0.28% | −657−2.4% | Reduced |
| First Business Financial Services, Inc. | 26,859 | $4.60M | 0.42% | +648+2.5% | Added |
| Compass Capital Corp | 19,568 | $4.59M | 1.76% | +2,124+12.2% | Added |
| E&G Advisors, LP | 26,724 | $4.57M | 1.02% | −450−1.7% | Reduced |
| CoreCap Advisors, LLC | 26,591 | $4.55M | 0.16% | +20,180+314.8% | Added |
| Jackson Square Capital, LLC | 26,491 | $4.53M | 0.90% | +1,537+6.2% | Added |
| Aaron Wealth Advisors | 26,438 | $4.53M | 0.25% | +2,056+8.4% | Added |
| Sigma Planning Corp | 26,233 | $4.51M | 0.12% | +5,424+26.1% | Added |
| Entropy Technologies, LP | 26,211 | $4.49M | 0.24% | −19,084−42.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 26,047 | $4.46M | 0.46% | +26,047 | New |
| OpenArc Corporate Advisory, LLC | 26,031 | $4.46M | 0.07% | +26,031 | New |
| Savant Capital, LLC | 26,009 | $4.45M | 0.03% | −59−0.2% | Reduced |
| Marshall Financial Group LLC | 25,935 | $4.44M | 0.86% | −7,588−22.6% | Reduced |
| Decision Investments, Inc | 25,858 | $4.43M | 4.84% | +25,858 | New |
| Triasima Portfolio Management inc. | 25,753 | $4.41M | 0.66% | +25,753 | New |
| LGT Fund Management Co Ltd. | 25,360 | $4.41M | 0.35% | −12,495−33.0% | Reduced |
| Yarbrough Capital, LLC | 25,732 | $4.40M | 0.14% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 25,661 | $4.39M | 1.23% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 25,618 | $4.39M | 0.22% | +11,348+79.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 25,617 | $4.39M | 0.52% | −1,087−4.1% | Reduced |
| Spire Wealth Management | 25,600 | $4.38M | 0.15% | +308+1.2% | Added |
| Emmett Investment Management, LP | 23,550 | $4.36M | 3.36% | +23,550 | New |
| Group One Trading, L.P. | 25,341 | $4.34M | 0.13% | +25,341 | New |
| Groesbeck Investment Management Corp | 25,170 | $4.31M | 8.13% | −54−0.2% | Reduced |
| Aspetuck Financial Management LLC | 25,110 | $4.30M | 2.89% | 00.0% | Unchanged |