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Livermore
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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.

Q1 2026 vs. Q4 2025

How the institutions holding Lam Research Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of LRCX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2,395412,651+297
Shares1.08B153.9M1.04B+116.5M (+12.6%)
Value$183.9B$26.3B$221.3B+$63.8B (+40.5%)

41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (402)

Institutions that held Lam Research Corp at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 402 by value.

Institutions new to LRCX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC81,155,744$17.3B0.43%
Vanguard Portfolio Management LLC37,060,963$7.92B0.41%
Vanguard Fiduciary Trust Co7,207,173$1.54B0.39%
Vanguard Global Advisers, LLC2,740,832$585.6M0.31%
Vanguard Asset Management, Ltd2,182,915$466.4M0.40%
Polen Capital Management LLC1,054,495$225.3M1.56%
CIBC Bancorp USA Inc.959,217$204.9M0.28%
Whale Rock Capital Management LLC957,877$204.7M2.64%
Temasek Holdings (Private) Ltd760,335$162.5M0.55%
Sands Capital Management, LLC755,222$161.4M0.63%
Vanguard Investments Australia, Ltd.626,554$133.9M0.39%
Voloridge Investment Management, LLC608,317$130.0M0.52%
Anther Capital Ltd513,407$109.7M2.87%
Sculptor Capital LP449,000$95.9M1.08%
SEB Asset Management AB443,913$94.8M0.41%
DJE Kapital AG440,002$91.8M2.03%
Cartenna Capital, LP365,000$78.0M3.40%
Empowered Funds, LLC350,156$74.8M0.48%
Aware Super Pty Ltd as trustee of Aware Super280,695$60.0M0.91%
Seven Grand Managers, LLC264,000$56.4M3.77%
Quadrature Capital Ltd191,901$41.0M0.49%
Tudor Investment Corp Et Al188,579$40.3M0.22%
Hamilton Capital Partners Inc.175,415$37.5M1.26%
Ardmore Road Asset Management LP175,000$37.4M2.46%
Vinva Investment Management Ltd182,047$36.4M0.45%
Junto Capital Management LP166,072$35.5M0.75%
Ilmarinen Mutual Pension Insurance Co156,323$33.4M0.26%
Capitolis Liquid Global Markets LLC143,246$30.6M0.19%
Tairen Capital Ltd140,039$29.9M3.24%
Life Cycle Investment Partners Ltd129,568$27.7M0.18%
Y-Intercept (Hong Kong) Ltd123,979$26.5M0.50%
E Fund Management Co., Ltd.114,396$24.4M0.73%
Compagnie Lombard Odier SCmA101,025$21.6M0.27%
Park Avenue Securities LLC80,958$17.3M0.14%
M & L Capital Management Ltd78,050$16.7M4.10%
IMC-Chicago, LLC76,707$16.4M0.25%
Third Point LLCSuperinvestorThird Point75,000$16.0M0.77%
Brevan Howard Capital Management LP60,065$12.8M0.13%
Vestor Capital, LLC59,855$12.8M0.93%
Marsico Capital Management LLC59,467$12.7M0.37%
Factory Mutual Insurance Co59,400$12.7M0.14%
Riposte Capital LLC55,000$11.8M5.37%
Horizon Investment Services, LLC54,616$11.7M4.06%
Danica Pension, Livsforsikringsaktieselskab54,606$11.7M0.22%
Emerald Investment Advisers, LLC53,030$11.3M1.02%
Capital Wealth Planning, LLC52,326$11.2M0.06%
Strategic Planning Group, LLC47,925$10.2M1.43%
Nan Shan Life Insurance Co., Ltd.46,575$9.95M0.36%
Saudi Central Bank46,362$9.91M0.21%
Mubadala Investment Co PJSC46,175$9.87M0.05%
Grand Alliance Asset Management Ltd45,000$9.61M5.82%
Titan Investment Solutions Ltd43,167$9.22M1.18%
Sanders Morris Harris LLC42,420$9.06M1.44%
CSM Advisors, LLC41,901$8.95M0.22%
Chapin Davis, Inc.39,457$8.43M1.88%
First National Trust Co39,451$8.43M0.29%
Tyro Capital Management LLC37,862$8.09M2.05%
Prevail Innovative Wealth Advisors, LLC33,817$7.23M1.22%
Laurion Capital Management LP32,396$6.92M0.65%
Spear Advisors LLC31,887$6.81M5.07%
Oak Thistle LLC30,749$6.57M0.64%
Tiptree Advisors, LLC30,000$6.41M3.72%
Pinnbrook Capital Management LP28,100$6.00M4.90%
Brighton Jones LLC27,624$5.90M0.13%
AssuredPartners Investment Advisors, LLC24,980$5.51M0.60%
Occudo Quantitative Strategies LP20,559$5.30M0.29%
Armistice Capital, LLC23,952$5.12M0.17%
Runnymede Capital Advisors, Inc.22,750$4.86M4.17%
Winton Group Ltd21,628$4.62M0.16%
Leuthold Group, LLC20,757$4.43M0.47%
Benchmark Investment Advisors LLC20,589$4.40M2.56%
Anson Funds Management LP19,750$4.22M0.56%
Totem Point Management, LLC18,747$4.01M5.11%
Strengthening Families & Communities, LLC18,075$3.86M0.96%
TIAA Wealth Investment Management LLC18,058$3.86M0.03%
Paragon Advisors, LLC17,214$3.68M0.99%
Formuepleje A/S15,640$3.34M0.30%
Precision Wealth Strategies, LLC15,082$3.22M1.07%
Graham Capital Management, L.P.14,958$3.20M0.11%
Abc Arbitrage SA14,469$3.09M0.41%
Optimize Financial Inc14,058$3.00M1.48%
Capula Management Ltd13,964$2.98M0.03%
Quantitative Investment Management, LLC13,241$2.83M0.29%
Cornerstone Planning, LLC13,167$2.82M0.64%
VMS Asset Management Limited12,880$2.75M1.68%
Cumberland Partners Ltd12,500$2.67M0.20%
Peregrine Asset Advisers, Inc.12,470$2.66M0.72%
Geneva Partners, LLC12,398$2.65M1.27%
PDT Partners, LLC12,300$2.63M0.16%
Brendel Financial Advisors LLC11,907$2.54M1.26%
Tiaa-Cref Individual & Institutional Services, LLC11,572$2.47M0.01%
Maven Securities LTD11,373$2.43M0.14%
Momentum Wealth Planning, LLC11,131$2.38M2.15%
Consolidated Planning Corp11,128$2.38M0.39%
Bull Harbor Capital LLC10,790$2.31M0.62%
MOKAN Wealth Management Inc.10,690$2.29M1.01%
SummitTX Capital, L.P.9,800$2.09M0.07%
Clough Capital Partners L P9,512$2.03M0.20%
FCG Investment Co9,341$2.00M0.87%
Caxton Associates LLP9,341$2.00M0.05%

Sold out (105)

Institutions that held Lam Research Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 105 by value.

Institutions that sold out of LRCX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Cincinnati Insurance Co2,492,110$426.6M
Two Sigma Advisers, LP1,682,400$288.0M
Mariner Investment Group LLC736,000$126.0M
Maverick Capital LtdSuperinvestorMaverick Capital633,084$108.4M
Triple Frond Partners LLC295,377$50.6M
Cincinnati Financial Corp277,240$47.5M
CloudAlpha Capital Management Limited/Hong Kong190,615$32.6M
Davidson Kempner Capital Management LP100,000$17.1M
Robinhood Asset Management, LLC77,400$13.2M
Optiver Holding B.V.60,051$10.3M
J. Goldman & Co LP50,118$8.58M
BNC Wealth Management, LLC41,869$7.17M
E20 Capital Ltd30,282$5.18M
Genesis Financial Group, LLC28,363$4.86M
Cincinnati Specialty Underwriters Insurance CO27,830$4.76M
Entropy Technologies, LP26,211$4.49M
Group One Trading, L.P.25,341$4.34M
Gunderson Capital Management Inc.23,054$3.95M
O'Neil Global Advisors, Inc.21,507$3.68M
Cornerstone Advisors, LLC20,000$3.42M
Pensionfund Sabic18,600$3.18M
Vivid Wealth Management, LLC17,532$3.00M
Sherman Porfolios, LLC15,467$2.65M
Foyston, Gordon, & Payne Inc15,406$2.64M
Sage Mountain Advisors LLC12,292$2.10M
J.W. Cole Advisors, Inc.23,677$2.04M
Main Management ETF Advisors, LLC11,745$2.01M
Catalyst Funds Management Pty Ltd10,914$1.87M
Limestone Investment Advisors LP10,417$1.78M
Coastal Investment Advisors, Inc.9,181$1.57M
Quest Partners LLC8,746$1.50M
Virtu Financial LLC8,305$1.42M
Park Capital Management, LLC8,243$1.41M
Edgestream Partners, L.P.8,219$1.41M
Element Capital Management LLC7,967$1.36M
ZEGA Investments, LLC7,509$1.29M
Versor Investments LP7,483$1.28M
Forum Financial Management, LP7,218$1.24M
QVR LLC7,217$1.24M
Ewing Morris & Co. Investment Partners Ltd.6,834$1.18M
Sandler Capital Management6,500$1.11M
Redwood Investment Management, LLC6,369$1.09M
Accredited Investors Inc.6,337$1.08M
Everett Harris & Co5,913$1.01M
Dynamic Technology Lab Private Ltd5,225$894.0K
Strategic Family Wealth Counselors, L.L.C.3,853$856.9K
Red Reef Advisors LLC4,192$717.6K
Peak Financial Advisors LLC3,996$684.0K
Alberta Investment Management Corp3,900$667.6K
Pinpoint Asset Management (Singapore) Pte. Ltd.3,856$660.1K
Clear Street Markets LLC3,779$646.9K
Ninepoint Partners LP3,418$585.1K
Fiduciary Wealth Partners, LLC3,322$568.7K
KG&L Capital Management,LLC3,212$549.8K
Sentry Investment Management LLC3,204$548.0K
Petros Family Wealth, LLC3,191$546.2K
BlueCrest Capital Management Ltd3,123$534.6K
Persistent Asset Partners Ltd3,061$524.0K
49 Wealth Management, LLC2,964$507.4K
Colter Lewis Investment Partners LLC2,932$502.7K
KDK Private Wealth Management, LLC2,488$425.9K
First Interstate Bank2,355$403.1K
Capstone Capital Management Ltd2,273$389.1K
Spectrum Strategic Capital Management, LLC2,270$388.6K
Heritage Wealth Management, Inc.2,117$362.4K
National Philanthropic Trust1,904$325.9K
Cloud Capital Management, LLC1,894$324.0K
Avos Capital Management, LLC1,750$299.6K
Wealth Advisory Solutions, LLC1,742$298.2K
Teza Capital Management LLC1,683$288.1K
Ambassador Advisors, LLC1,633$279.5K
Revere Asset Management, Inc1,563$267.6K
T3 Companies, LLC1,512$258.8K
FSA Investment Group, LLC1,503$257.3K
Benchmark Financial Wealth Advisors, LLC1,471$251.8K
Worth Financial Advisory Group, LLC1,305$223.4K
Ramiah Investment Group1,211$207.3K
Lynx Capital Group Ltd1,200$205.4K
Wealth Watch Advisors, INC932$159.5K
Turning Point Benefit Group, Inc.894$153.0K
Kohmann Bosshard Financial Services, LLC843$144.3K
Strategic Advocates LLC816$141.8K
Garton & Associates Financial Advisors LLC623$106.7K
Laurel Wealth Advisors LLC514$88.0K
Flagship Harbor Advisors, LLC480$82.2K
Cedar Wealth Management, LLC470$80.5K
Vermillion & White Wealth Management Group, LLC374$64.0K
Jessup Wealth Management, Inc219$37.5K
Dougherty Wealth Advisers LLC200$34.2K
University of Illinois Foundation179$30.4K
PMV Capital Advisers, LLC144$24.6K
TCTC Holdings, LLC127$21.7K
Board of the Pension Protection Fund100$17.1K
Security National Bank90$15.4K
FNY Investment Advisers, LLC87$14.0K
Centiva Capital, LP75$12.8K
Strategic Wealth Advisors LLC48$8.00K
Optima Capital LLC43$7.37K
Winnow Wealth LLC42$7.22K
Modus Advisors, LLC20$3.42K

Not filed for Q1 2026 yet (41)

Institutions that held Lam Research Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LRCX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc131,185,330$22.5B
Norges Bank21,295,871$3.65B
Forsta Ap-Fonden424,900$72.7M
CIBC World Markets Corp247,408$42.4M
Comerica Bank226,990$38.9M
Capitolis Liquid Global Markets LLC147,798$25.3M
NRI Wealth Management LC43,911$7.52M
CIBC Private Wealth Group, LLC43,871$7.51M
MIG Capital, LLC41,595$7.12M
Global Retirement Partners, LLC30,902$5.29M
BancorpSouth Bank27,798$4.76M
SS&H Financial Advisors, Inc.25,010$4.28M
Trust Co of Vermont22,061$3.78M
Passumpsic Savings Bank18,237$3.12M
Cornercap Investment Counsel Inc15,778$2.70M
SG Trading Solutions, LLC12,049$2.06M
Clarius Group, LLC11,571$1.98M
Elevated Private Wealth, LLC11,215$1.92M
Alpha Cubed Investments, LLC10,356$1.77M
GPS Wealth Strategies Group, LLC9,497$1.63M
Thomasville National Bank8,000$1.37M
STF Management LP7,485$1.28M
Janney Capital Management LLC6,748$1.16M
David Loasby4,954$1.09M
Militia Capital Partners, LP4,000$684.7K
Pursuit Wealth Management LLC3,911$669.4K
Canandaigua National Bank & Trust Co2,950$505.0K
Austin Private Wealth, LLC2,715$464.8K
Yeomans Consulting Group, Inc.2,556$437.5K
Safe Harbor Wealth Advisors, LLC1,516$350.6K
FineMark National Bank & Trust1,992$341.0K
ORG Partners LLC1,950$333.8K
DV Equities, LLC1,973$304.6K
Oldfather Financial Services, LLC1,547$264.8K
Prosperity Wealth Management, Inc.1,460$249.9K
Meritage Portfolio Management1,410$241.4K
Sherbrooke Park Advisers LLC1,319$225.8K
Puff Wealth Management, LLC1,170$216.6K
Motiv8 Investments LLC592$101.0K
Redmont Wealth Advisors LLC170$29.1K
Copos Capital S.a r.l.51$8.73K