LAM RESEARCH CORP

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

13F holders, Q1 2026

Positions as of Mar 31, 2026.

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
2,652
+256 vs. Q4 2025
Shares held
1.04B
−46.26M (−4.3%) vs. Q4 2025
Total value
$221.33B
+$36.4B (+19.7%) vs. Q4 2025

Compare with Q4 2025: new holders and sold out

Holders over time

1,315 in Q2 2021 → 2,652 in Q1 2026

Show by quarter
Number of institutions holding LRCX by quarter
QuarterHolders
Q1 20262,652
Q4 20252,396
Q3 20252,111
Q2 20251,883
Q1 20251,802
Q4 20241,697
Q3 20241,469
Q2 20241,793
Q1 20241,732
Q4 20231,632
Q3 20231,451
Q2 20231,434
Q1 20231,366
Q4 20221,347
Q3 20221,273
Q2 20221,310
Q1 20221,391
Q4 20211,461
Q3 20211,301
Q2 20211,315

Institutions

Institutions holding LRCX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.132,852,320$28.39B0.50%−1,407,391−1.0%Reduced
VANGUARD CAPITAL MANAGEMENT LLC81,155,744$17.34B0.43%+81,155,744New
STATE STREET CORP59,158,300$12.65B0.44%−527,784−0.9%Reduced
Invesco Ltd.50,464,319$10.78B1.05%−575,370−1.1%Reduced
VANGUARD PORTFOLIO MANAGEMENT LLC37,060,963$7.92B0.41%+37,060,963New
GEODE CAPITAL MANAGEMENT, LLC35,175,926$7.5B0.47%+1,428,558+4.2%Added
FMR LLC33,574,842$7.17B0.38%+6,893,278+25.8%Added
JPMORGAN CHASE & CO32,712,933$6.54B0.44%+9,204,337+39.2%Added
AMERIPRISE FINANCIAL INC20,788,130$4.44B1.03%−2,462,212−10.6%Reduced
MORGAN STANLEY18,971,122$4.05B0.24%−914,885−4.6%Reduced
NORTHERN TRUST CORP14,189,351$3.03B0.40%−247,129−1.7%Reduced
UBS ASSET MANAGEMENT AMERICAS INC13,424,016$2.87B0.60%+691,629+5.4%Added
PRICE T ROWE ASSOCIATES INC /MD/13,239,357$2.83B0.33%−455,853−3.3%Reduced
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP13,179,818$2.82B1.52%−169,652−1.3%Reduced
FRANKLIN RESOURCES INC11,793,519$2.52B0.62%+1,682,959+16.6%Added
Legal & General Group Plc11,050,912$2.36B0.55%+189,537+1.7%Added
Nuveen, LLC11,006,627$2.35B0.64%+617,704+5.9%Added
BANK OF AMERICA CORP /DE/10,659,658$2.28B0.17%−596,743−5.3%Reduced
GOLDMAN SACHS GROUP INC10,477,727$2.24B0.29%−4,363,031−29.4%Reduced
AMUNDI10,147,479$2.17B0.59%+1,942,862+23.7%Added
COATUE MANAGEMENT LLCSuperinvestorCoatue Management10,043,505$2.15B7.39%+237,940+2.4%Added
JANUS HENDERSON GROUP PLC9,265,026$1.98B0.94%+181,087+2.0%Added
Bank of New York Mellon Corp8,932,438$1.91B0.35%−307,557−3.3%Reduced
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,767,896$1.66B0.25%+40,411+0.5%Added
VANGUARD FIDUCIARY TRUST CO7,207,173$1.54B0.39%+7,207,173New
Grantham, Mayo, Van Otterloo & Co. LLC6,904,206$1.48B3.77%−2,439,874−26.1%Reduced
UBS Group AG6,526,433$1.39B0.25%−1,254,621−16.1%Reduced
DIMENSIONAL FUND ADVISORS LP6,312,616$1.35B0.28%+153,336+2.5%Added
NORDEA INVESTMENT MANAGEMENT AB6,189,689$1.27B1.19%−1,213,754−16.4%Reduced
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM5,870,899$1.25B0.77%+1,972,277+50.6%Added
BARCLAYS PLC5,665,732$1.21B0.43%−1,312,219−18.8%Reduced
WELLS FARGO & COMPANY/MN5,141,784$1.1B0.22%−197,904−3.7%Reduced
Artisan Partners Limited Partnership5,029,666$1.07B1.75%−2,921,363−36.7%Reduced
DEUTSCHE BANK AG\4,499,280$961.32M0.32%−263,101−5.5%Reduced
FIRST TRUST ADVISORS LP4,225,554$902.83M0.65%−1,374,244−24.5%Reduced
Voya Investment Management LLC3,982,286$849.95M0.88%−1,413,009−26.2%Reduced
ALKEON CAPITAL MANAGEMENT LLC3,900,456$833.37M3.77%−2,520,000−39.2%Reduced
TIGER GLOBAL MANAGEMENT LLCSuperinvestorTiger Global Management3,900,439$833.37M3.65%00.0%Unchanged
Swiss National Bank3,686,200$787.59M0.45%+230,600+6.7%Added
CITIGROUP INC3,608,466$770.98M0.49%+552,128+18.1%Added
Swedbank AB3,588,587$766.74M0.81%−395,371−9.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,444,139$735.6M0.85%+205,503+6.3%Added
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,309,521$725.86M0.24%−870,349−20.8%Reduced
AQR CAPITAL MANAGEMENT LLC3,452,063$724.31M0.33%−257,621−6.9%Reduced
HSBC HOLDINGS PLC3,391,189$722.92M0.43%−3,725,621−52.3%Reduced
JENNISON ASSOCIATES LLC3,373,306$720.74M0.50%+2,523,351+296.9%Added
National Pension Service3,364,610$718.88M0.55%+52,415+1.6%Added
AMERICAN CENTURY COMPANIES INC3,282,745$701.39M0.36%+737,546+29.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.3,167,860$676.84M0.45%+173,621+5.8%Added
Sumitomo Mitsui Trust Holdings, Inc.3,099,313$662.2M0.43%−144,573−4.5%Reduced
TD ASSET MANAGEMENT INC3,056,874$653.13M0.53%+1,486,427+94.6%Added
ROYAL BANK OF CANADA3,046,507$650.92M0.12%−900,802−22.8%Reduced
ACADIAN ASSET MANAGEMENT LLC2,991,882$639.2M0.91%+874,183+41.3%Added
Allianz Asset Management GmbH2,957,819$631.97M0.73%−780,001−20.9%Reduced
Pictet Asset Management Holding SA2,905,362$620.46M0.65%−1,270,286−30.4%Reduced
ENVESTNET ASSET MANAGEMENT INC2,859,751$611.01M0.16%−437,889−13.3%Reduced
CANADA PENSION PLAN INVESTMENT BOARD2,847,498$608.4M0.39%+40,957+1.5%Added
Vanguard Global Advisers, LLC2,740,832$585.61M0.31%+2,740,832New
The PNC Financial Services Group, Inc.2,639,909$564.04M0.33%−149,814−5.4%Reduced
Capital Research Global Investors2,604,483$556.41M0.09%−37,946−1.4%Reduced
Colony Group, LLC2,525,689$542.47M0.60%+478,865+23.4%Added
NATIONAL BANK OF CANADA /FI/2,474,441$528.69M0.54%+298,333+13.7%Added
ALLIANCEBERNSTEIN L.P.2,966,378$507.78M0.16%−236,326−7.4%Reduced
RHUMBLINE ADVISERS2,297,150$490.81M0.42%−60,715−2.6%Reduced
BNP PARIBAS ARBITRAGE, SA2,266,862$484.34M0.32%−1,274,040−36.0%Reduced
Oaktop Capital Management II, L.P.2,249,394$480.61M35.86%−141,390−5.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,243,923$479.44M0.44%+236,356+11.8%Added
Bank Julius Baer & Co. Ltd, Zurich2,211,855$466.42M1.41%+577,350+35.3%Added
VANGUARD ASSET MANAGEMENT, Ltd2,182,915$466.4M0.40%+2,182,915New
VAN ECK ASSOCIATES CORP2,166,541$462.9M0.35%−553,051−20.3%Reduced
Russell Investments Group, Ltd.2,144,089$452.27M0.49%+171,478+8.7%Added
Assenagon Asset Management S.A.2,116,233$452.15M0.72%+2,015,188+1,994.3%Added
Robeco Institutional Asset Management B.V.2,060,775$440.31M0.63%−101,200−4.7%Reduced
BANK OF MONTREAL /CAN/2,021,976$432.02M0.18%+354,890+21.3%Added
ProShare Advisors LLC1,961,746$419.15M0.62%−493,659−20.1%Reduced
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,922,942$410.86M0.43%−54,391−2.8%Reduced
Polar Capital Holdings Plc1,913,491$408.84M1.79%−960,457−33.4%Reduced
PRINCIPAL FINANCIAL GROUP INC1,839,740$393.08M0.21%−131,030−6.6%Reduced
Rafferty Asset Management, LLC1,785,457$381.48M1.55%−869,082−32.7%Reduced
PRUDENTIAL FINANCIAL INC1,720,831$367.67M0.45%−38,766−2.2%Reduced
TRUIST FINANCIAL CORP1,712,540$365.9M0.49%−79,436−4.4%Reduced
RAYMOND JAMES FINANCIAL INC1,669,226$352.76M0.11%−126,561−7.0%Reduced
MACKENZIE FINANCIAL CORP1,617,352$345.56M0.41%−199,458−11.0%Reduced
MILLENNIUM MANAGEMENT LLC1,588,727$339.45M0.25%+479,718+43.3%Added
SCHRODER INVESTMENT MANAGEMENT GROUP1,582,367$338.09M0.28%−106,627−6.3%Reduced
Bridgewater Associates, LP1,571,229$335.71M1.50%−1,470,432−48.3%Reduced
KBC Group NV1,560,414$333.4M0.84%+585,730+60.1%Added
LORD, ABBETT & CO. LLC1,551,029$331.39M1.08%−165,769−9.7%Reduced
VICTORY CAPITAL MANAGEMENT INC1,518,911$324.53M0.21%−266,247−14.9%Reduced
TWO SIGMA INVESTMENTS, LP1,502,227$320.97M0.27%+244,770+19.5%Added
LPL Financial LLC1,482,642$316.78M0.08%+81,496+5.8%Added
Neuberger Berman Group LLC1,463,046$312.59M0.24%−207,354−12.4%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH1,429,231$305.37M0.53%−69,838−4.7%Reduced
NEW YORK STATE COMMON RETIREMENT FUND1,420,886$303.59M0.42%−11,700−0.8%Reduced
Thrivent Financial for Lutherans1,383,950$295.65M0.56%+1,075,016+348.0%Added
Blue Whale Capital LLP1,290,589$275.75M13.11%−133,041−9.3%Reduced
Mirae Asset Global Investments Co., Ltd.1,260,406$269.3M0.77%−110,600−8.1%Reduced
Man Group plc1,187,713$253.77M0.53%−219,598−15.6%Reduced
Daiwa Securities Group Inc.1,165,720$249.07M0.72%+808,626+226.4%Added
ADAGE CAPITAL PARTNERS GP, L.L.C.1,158,120$247.44M0.38%−133,500−10.3%Reduced