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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
Range Financial Group LLC25,089$4.29M1.49%+18,649+289.6%Added
Silvant Capital Management LLC25,049$4.29M0.14%−31,723−55.9%Reduced
SS&H Financial Advisors, Inc.25,010$4.28M1.25%−650−2.5%Reduced
Needham Investment Management LLC25,000$4.28M0.27%00.0%Unchanged
Whittier Trust Co of Nevada Inc20,677$4.28M0.09%+126+0.6%Added
Meeder Asset Management Inc24,809$4.25M0.23%+17,758+251.9%Added
PFG Advisors24,749$4.24M0.21%−26,995−52.2%Reduced
BDF-Gestion24,698$4.23M0.52%−1,646−6.2%Reduced
Bay Rivers Group24,618$4.21M1.70%+2,154+9.6%Added
Gilliland Jeter Wealth Management LLC24,566$4.21M1.27%−1,935−7.3%Reduced
Heritage Trust Co24,410$4.18M0.43%+586+2.5%Added
Syon Capital LLC24,268$4.15M0.21%+1,230+5.3%Added
Ostrum Asset Management23,996$4.11M0.20%−4,276−15.1%Reduced
Circle Wealth Management, LLC23,914$4.09M0.06%+4,435+22.8%Added
Harfst & Associates, Inc.23,906$4.09M0.74%−2,591−9.8%Reduced
Moors & Cabot, Inc.23,803$4.07M0.17%−576−2.4%Reduced
Cary Street Partners Financial LLC23,514$4.03M0.10%−850−3.5%Reduced
Arete Wealth Advisors, LLC23,490$4.02M0.28%+16,623+242.1%Added
Ascent Group, LLC23,368$4.00M0.14%+1,485+6.8%Added
Warren Averett Asset Management, LLC23,203$3.97M0.03%+14,597+169.6%Added
Marble Harbor Investment Counsel, LLC23,100$3.95M0.42%−550−2.3%Reduced
Gunderson Capital Management Inc.23,054$3.95M1.78%+23,054New
Eads & Heald Wealth Management22,988$3.94M1.90%−1,390−5.7%Reduced
Cornerstone Select Advisors, LLC22,907$3.92M2.72%−659−2.8%Reduced
Magnus Financial Group LLC22,889$3.92M0.30%+51+0.2%Added
Landscape Capital Management, L.L.C.22,797$3.90M0.26%−15,022−39.7%Reduced
Phraction Management LLC22,474$3.85M1.03%−80−0.4%Reduced
Thoroughbred Financial Services, LLC22,379$3.83M0.23%+181+0.8%Added
Buckhead Capital Management LLC22,330$3.82M1.37%−11,594−34.2%Reduced
IHT Wealth Management, LLC22,307$3.82M0.09%−851−3.7%Reduced
Matthews International Capital Management LLC22,105$3.78M1.15%−644−2.8%Reduced
Signature Resources Capital Management, LLC22,098$3.78M1.91%+24+0.1%Added
Trust Co of Vermont22,061$3.78M0.16%−272−1.2%Reduced
Change Path, LLC21,972$3.76M0.09%+1,662+8.2%Added
Winslow Capital Management, LLC21,970$3.76M0.01%−769−3.4%Reduced
Central Trust Co21,890$3.75M0.07%−17−0.1%Reduced
Hillsdale Investment Management Inc.21,740$3.72M0.10%+12,560+136.8%Added
Chicago Partners Investment Group LLC16,936$3.69M0.09%−113−0.7%Reduced
Cresset Asset Management, LLC21,491$3.68M0.02%+1,108+5.4%Added
O'Neil Global Advisors, Inc.21,507$3.68M1.27%+15,403+252.3%Added
ABN AMRO Bank N.V.21,487$3.66M0.03%+1,205+5.9%Added
Gradient Capital Advisors, LLC21,357$3.66M0.94%−578−2.6%Reduced
Platform Technology Partners21,260$3.64M0.77%+65+0.3%Added
Morse Asset Management, Inc21,130$3.62M0.72%+710+3.5%Added
Three Seasons Wealth, LLC21,096$3.62M0.34%+17,167+436.9%Added
Coastal Bridge Advisors, LLC21,038$3.60M0.27%−1,423−6.3%Reduced
Fortis Group Advisors, LLC15,414$3.59M0.60%−157−1.0%Reduced
BankPlus Trust Department20,948$3.59M0.94%−194−0.9%Reduced
Brown Brothers Harriman & Co20,947$3.59M0.02%+5,076+32.0%Added
Camden Capital, LLC20,908$3.58M0.23%−2,535−10.8%Reduced
Beaumont Financial Advisors, LLC20,884$3.57M0.24%−59−0.3%Reduced
Brookstone Capital Management20,884$3.57M0.04%+3,446+19.8%Added
Clearstead Advisors, LLC20,839$3.57M0.05%+1,228+6.3%Added
Cloverfields Capital Group, LP20,765$3.55M1.10%+373+1.8%Added
Keudell/Morrison Wealth Management20,753$3.55M0.75%+20,753New
Northwest & Ethical Investments L.P.20,661$3.55M0.08%−12,587−37.9%Reduced
Spirepoint Private Client, LLC20,619$3.53M0.34%+19+0.1%Added
Pinnacle Financial Partners, Inc.20,564$3.52M0.03%+20,564New
True North Advisors, LLC20,523$3.51M0.45%−12,160−37.2%Reduced
Albert D Mason Inc20,452$3.50M2.30%−44−0.2%Reduced
Davenport & Co LLC20,441$3.50M0.02%−5,248−20.4%Reduced
J. Stern & Co. LLP3,459,377$3.46M0.29%+3,371,283+3,826.9%Added
Atlas Capital Advisors LLC20,204$3.46M0.39%+20,204New
ICICI Prudential Asset Management Co Ltd20,158$3.45M0.40%+722+3.7%Added
LCNB Corp20,079$3.44M1.15%−1,500−7.0%Reduced
Regions Financial Corp20,078$3.44M0.02%+1,673+9.1%Added
Invera Wealth Advisors, LLC20,004$3.42M2.16%−2,108−9.5%Reduced
Cornerstone Advisors, LLC20,000$3.42M0.11%00.0%Unchanged
Legacy Wealth Asset Management, LLC19,889$3.40M0.84%−1,623−7.5%Reduced
Sound View Wealth Advisors Group, LLC19,822$3.39M0.23%−1,605−7.5%Reduced
Accurate Wealth Management, LLC15,523$3.38M0.43%+1,215+8.5%Added
TCW Group Inc19,745$3.38M0.02%+19,745New
Alternative Investment Advisors, LLC.19,689$3.37M1.46%−619−3.0%Reduced
Weatherly Asset Management L. P.19,662$3.37M0.26%−688−3.4%Reduced
RFG Advisory, LLC19,684$3.37M0.06%+5,553+39.3%Added
Trust Co of Toledo NA19,620$3.36M0.33%−585−2.9%Reduced
Integrated Wealth Concepts LLC19,510$3.34M0.04%−30,158−60.7%Reduced
Independent Financial Group, LLC19,501$3.34M0.07%+5,536+39.6%Added
Kera Capital Partners, Inc.14,237$3.32M0.41%+413+3.0%Added
Sowell Financial Services LLC19,364$3.31M0.12%−96−0.5%Reduced
Robertson Stephens Wealth Management, LLC19,329$3.31M0.09%+6,897+55.5%Added
Leelyn Smith, LLC19,310$3.31M0.48%−1,771−8.4%Reduced
Harbor Capital Advisors, Inc.19,246$3.29M0.26%−28−0.1%Reduced
Kuhn & Co Investment Counsel19,191$3.29M2.19%+60+0.3%Added
Wealthspire Advisors, LLC19,151$3.28M0.03%+6,125+47.0%Added
Parallel Advisors, LLC19,130$3.27M0.06%+252+1.3%Added
Noesis Capital Mangement Corp19,123$3.27M0.47%00.0%Unchanged
Buckingham Strategic Partners18,907$3.24M0.04%−792−4.0%Reduced
Torrey Growth & Income Advisors18,900$3.24M1.13%00.0%Unchanged
Tocqueville Asset Management L.P.18,872$3.23M0.05%+757+4.2%Added
Bridgeway Capital Management, LLC18,800$3.22M0.07%+18,800New
Equitable Holdings, Inc.18,796$3.22M0.02%+890+5.0%Added
Trustmark National Bank Trust Department18,771$3.21M0.20%−585−3.0%Reduced
Wedbush Securities Inc18,744$3.21M0.09%−1,061−5.4%Reduced
Matisse Capital18,737$3.21M1.43%−5,993−24.2%Reduced
Qtron Investments LLC18,624$3.19M0.41%−7,209−27.9%Reduced
Perpetual Ltd18,616$3.19M0.05%−325−1.7%Reduced
Pensionfund Sabic18,600$3.18M0.86%−3,000−13.9%Reduced
Darwin Advisors, LLC18,554$3.18M0.99%−16,294−46.8%Reduced
Shelton Wealth Management, LLC18,428$3.15M1.38%+624+3.5%Added