Skip to main content

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, Q1 2026

Institutional positions in Lam Research Corp 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
+297 vs. Q4 2025
Shares held
1.04B
+116.5M (+12.6%) vs. Q4 2025
Total value
$221.3B
+$63.8B (+40.5%) vs. Q4 2025
New holders
402
901 more added
Sold out
105
1,081 more reduced

41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 2,652 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 heldQ1 2026: $221.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2025.

Institutions holding LRCX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Optas, LLC6,046$1.29M0.20%−540−8.2%Reduced
Prosperity Financial Group, Inc.6,060$1.29M0.48%+266+4.6%Added
Parkside Financial Bank & Trust6,061$1.29M0.10%−76−1.2%Reduced
Wealth Enhancement Trust Services, Inc.6,064$1.30M0.16%+5,858+2,843.7%Added
Quotient Wealth Partners, LLC6,073$1.30M0.03%+206+3.5%Added
Clark Financial Services Group Inc6,085$1.30M0.72%+355+6.2%Added
Ironwood Investment Counsel, LLC6,088$1.30M0.19%−403−6.2%Reduced
Waterloo Capital, L.P.6,096$1.30M0.09%+754+14.1%Added
Golden State Equity Partners6,104$1.30M0.10%+1,944+46.7%Added
First Affirmative Financial Network6,111$1.31M0.51%+6,111New
Bahl & Gaynor Inc6,150$1.31M0.01%+650+11.8%Added
West Branch Capital LLC6,180$1.32M0.35%+5,908+2,172.1%Added
RiverFront Investment Group, LLC6,199$1.32M0.02%−6,617−51.6%Reduced
Cypress Capital Advisors, LLC6,254$1.34M0.72%−219−3.4%Reduced
Aprio Wealth Management, LLC6,267$1.34M0.07%+882+16.4%Added
Montecito Bank & Trust6,275$1.34M0.22%−843−11.8%Reduced
Soltis Investment Advisors LLC6,307$1.35M0.09%−48,077−88.4%Reduced
Integrity Wealth Partners, LLC6,324$1.35M1.22%+6,324New
Daymark Wealth Partners, LLC6,328$1.35M0.04%+906+16.7%Added
HMV Wealth Advisors, LLC6,339$1.35M0.64%+16+0.3%Added
Wealth Group, Ltd.6,350$1.36M1.27%00.0%Unchanged
JT Stratford LLC6,367$1.36M0.17%−207−3.1%Reduced
Osmosis Investment Management UK Ltd6,387$1.36M0.04%+6,387New
Campbell & CO Investment Adviser LLC6,432$1.37M0.08%+6,432New
Dark Forest Capital Management LP6,452$1.38M0.12%−7,649−54.2%Reduced
Sustainable Insight Capital Management, LLC6,465$1.38M0.46%+600+10.2%Added
Navigation Group, LLC6,477$1.38M0.32%+6,477New
CVA Family Office, LLC6,494$1.39M0.15%+202+3.2%Added
Kingsman Wealth Management, Inc.6,494$1.39M0.78%+6,494New
Jaffetilchin Investment Partners, LLC6,512$1.39M0.08%+4,266+189.9%Added
Astoria Portfolio Advisors LLC.5,374$1.39M0.30%+70+1.3%Added
Quent Capital, LLC6,530$1.40M0.10%+202+3.2%Added
AdvisorNet Financial, Inc6,575$1.40M0.07%+6+0.1%Added
Carr Financial Group Corp6,579$1.41M0.37%−291−4.2%Reduced
JMN Financial LLC6,583$1.41M1.38%+450+7.3%Added
Wellington Grp LLC6,600$1.41M0.43%+1,920+41.0%Added
Rothschild Investment LLC6,601$1.41M0.07%+148+2.3%Added
Ifrah Financial Services, Inc.6,608$1.41M0.37%−166−2.5%Reduced
Sapient Capital LLC6,586$1.41M0.02%+4,002+154.9%Added
Burr Financial Services, LLC6,616$1.41M1.12%00.0%Unchanged
Jefferies Financial Group Inc.6,635$1.42M0.02%−10,338−60.9%Reduced
Anchor Investment Management, LLC6,637$1.42M0.12%+211+3.3%Added
USA Financial Portformulas Corp6,639$1.42M0.27%−3,900−37.0%Reduced
Agf Management Ltd6,664$1.42M0.01%−1,201−15.3%Reduced
SmartHarvest Portfolios, LLC6,690$1.43M0.60%−1,213−15.3%Reduced
Regatta Capital Group, LLC6,701$1.43M0.22%−33−0.5%Reduced
Physicians Financial Services, Inc.6,730$1.44M0.39%00.0%Unchanged
LJI Wealth Management, LLC6,761$1.44M0.23%00.0%Unchanged
Elm Partners Management LLC7,250$1.45M0.06%00.0%Unchanged
Strategic Wealth Partners, Ltd.6,790$1.45M0.10%−303−4.3%Reduced
Investment Research Partners LLC6,814$1.46M0.59%−921−11.9%Reduced
Valley Brook Capital Group6,821$1.46M0.98%+61+0.9%Added
Aspire Private Capital, LLC6,823$1.46M0.33%−3,969−36.8%Reduced
Aquatic Capital Management LLC6,848$1.46M0.04%+6,848New
Westfuller Advisors, LLC6,844$1.46M0.63%+369+5.7%Added
Fagan Associates, Inc.6,853$1.46M0.20%00.0%Unchanged
Catalyst Financial Partners LLC6,876$1.47M0.17%+1,276+22.8%Added
Root Financial Partners, LLC6,876$1.47M0.07%−861−11.1%Reduced
Essex Financial Services, Inc.6,878$1.47M0.08%−116−1.7%Reduced
Dale Q Rice Investment Management Ltd6,888$1.47M1.12%+261+3.9%Added
Silver Oak Securities, Inc6,927$1.48M0.11%+3,354+93.9%Added
Madison Wealth Partners, Inc6,945$1.48M0.24%+248+3.7%Added
Integrity Alliance, LLC.6,978$1.49M0.06%−443−6.0%Reduced
Shufro Rose & Co LLC7,000$1.50M0.10%00.0%Unchanged
Birinyi Associates Inc7,000$1.50M0.41%00.0%Unchanged
Gladstone Institutional Advisory LLC7,022$1.50M0.06%−136−1.9%Reduced
Capital Investment Advisory Services, LLC7,047$1.51M0.11%+7,047New
Level Financial Advisors, Inc.7,052$1.51M0.38%00.0%Unchanged
Avanda Investment Management Pte. Ltd.7,100$1.52M2.40%+2,400+51.1%Added
PFG Investments, LLC7,101$1.52M0.07%+590+9.1%Added
First Financial Bankshares Inc7,119$1.52M0.03%−78−1.1%Reduced
Signature Resources Capital Management, LLC7,134$1.52M0.72%−14,964−67.7%Reduced
Tower View Investment Management & Research LLC7,170$1.53M0.79%+7,170New
Mechanics Bank Trust Department7,211$1.54M0.21%−840−10.4%Reduced
Net Worth Advisory Group7,216$1.54M0.32%−208−2.8%Reduced
Personal Cfo Solutions, LLC7,213$1.54M0.22%+1,014+16.4%Added
LVW Advisors, LLC7,254$1.55M0.15%+3,360+86.3%Added
TD Private Client Wealth LLC7,296$1.56M0.03%+341+4.9%Added
Hardy Reed LLC7,305$1.56M0.11%+23+0.3%Added
Uhlmann Price Securities, LLC6,538$1.56M0.10%+6,538New
Central Pacific Bank - Trust Division7,310$1.56M0.20%−2,669−26.7%Reduced
Clark Capital Management Group, Inc.7,326$1.57M0.01%−4,663−38.9%Reduced
Greenland Capital Management LP7,351$1.57M0.31%+96+1.3%Added
International Assets Investment Management, LLC7,079$1.57M0.11%−936−11.7%Reduced
Allium Financial Advisors, LLC7,378$1.58M1.26%−275−3.6%Reduced
IPG Investment Advisors LLC7,404$1.58M0.27%−2,856−27.8%Reduced
Consilium Wealth Advisory, LLC7,458$1.59M0.54%+3,918+110.7%Added
DCF Advisers, LLC7,500$1.60M0.60%00.0%Unchanged
Planning Alternatives Ltd7,535$1.61M0.21%+444+6.3%Added
Holderness Investments Co7,551$1.61M0.32%+532+7.6%Added
Fayez Sarofim & Co7,553$1.61M0.00%+1,419+23.1%Added
Cooper Financial Group7,613$1.63M0.16%+3,350+78.6%Added
Virtus ETF Advisers LLC7,620$1.63M0.76%−4,635−37.8%Reduced
CenterStar Asset Management, LLC7,638$1.63M1.57%+7,638New
HBK Sorce Advisory LLC5,545$1.63M0.03%+370+7.1%Added
Pallas Capital Advisors LLC7,639$1.63M0.06%−92−1.2%Reduced
Win Advisors, Inc7,641$1.63M0.75%−928−10.8%Reduced
Parallax Volatility Advisers, L.P.7,674$1.64M0.07%+2,151+38.9%Added
WealthPlan Investment Management, LLC7,696$1.64M0.09%+3,218+71.9%Added
Kesler, Norman & Wride, LLC7,710$1.65M0.28%+2,865+59.1%Added